The Academy Presents podcast

View Details

Could the fears holding you back be nothing more than reflections of your own beliefs? In this powerful episode, Dr. Jamil Sayegh challenges listeners to reconsider the stories they tell themselves about fear, rejection, failure, and identity. Through vivid analogies — like the shadow monster created by a teddy bear — and introspective exercises, he explores the significance of commitment, intentional living, and future-focused thinking. With insights on performance, transitions, and emotional awareness, Jamil offers a roadmap for choosing growth over limitation. [00:01 - 06:00] The Monster Isn't Real Why our interpretations of reality can create unnecessary fear. The significance of pausing to examine the meaning we assign to events. What happens when we shift our perspective from fear to understanding. [06:01 - 12:35] Three Words to Live By The importance of choosing three words that define how you want to be remembered. Why living by those words daily brings deeper alignment. What happens when intention becomes habit. [12:36 - 18:28] The Power of Commitment The difference between interest and commitment, and why it matters. What low-commitment language reveals about your mindset. The importance of “throwing your hat over the wall” to force personal breakthroughs. [18:29 - 24:42] Failure and Rejection Aren’t Real Why rejection is simply a story we create about someone else's “no.” The importance of redefining failure as feedback. What fear reveals about your willingness to try again. [24:43- 31:45] Be the Future You Now Why creating your future based on your past limits growth. The significance of showing up today as the version of yourself you aim to become. How performance necessity — knowing who’s counting on you — fuels sustained motivation. Connect with Jamil:

LinkedIn: https://www.linkedin.com/in/dr-jamil-sayegh-402aa416b/

Key Quotes:

“Failure to commit is the high cost of low living.” - Dr. Jamil Sayegh

“You don't become the future version of you by waiting for it. You become it by being it now.” - Dr. Jamil Sayegh

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

View Details

What if the only thing standing between you and a more powerful life is the story you've been telling yourself?

In this high-impact episode, mindset coach and physician Dr. Jamil Sayegh shares his approach to building what he calls a "bulletproof" mindset. Through personal stories, psychological insights, and practical frameworks, he guides listeners to challenge the narratives that keep them stuck and shows how to shift from a victim to a creator mentality. From reframing fear to redefining identity, this conversation prompts listeners to reevaluate how they perceive their lives—and how that perception shapes everything.

[00:01 - 06:32] The Foundation of a Bulletproof Mindset

The importance of choosing to be a leader, champion, or high performer.
The significance of recommitting to your vision daily.
Why real change starts with being fully present.

[06:33 - 12:46] The Power of Story and Identity

How beliefs about yourself shape your actions.
The importance of noticing the stories you’ve inherited or created.
Why most people act from a conditioned persona, not their true self.

[12:47 - 18:52] Creator vs. Victim Mindset

The distinction between reacting to life and creating your life.
What it really means to take ownership of your outcomes.
Why adversity is essential for growth.

[18:53 - 24:27] Choosing Courage Over Comfort

A personal story of overcoming fear on a rollercoaster.
What that fear symbolized in his life—and in all of ours.
How stepping into discomfort builds confidence and growth.

[00:24:00 - 30:44] How Reality Is Created from Within

A three-step framework: Life happens → You interpret it → You experience your interpretation.
The role of personal meaning in emotional experience.
Why interpretation is everything—and how to take control of it.

Connect with Jamil:

LinkedIn: https://www.linkedin.com/in/dr-jamil-sayegh-402aa416b/

Key Quotes:

“The past let you go a long time ago. But if you keep reaching back for it, you’ll feel like life never changes.” - Dr. Jamil Sayegh

“You don’t experience life as it is; you experience life as you are.” - Dr. Jamil Sayegh

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

View Details

Are you missing wealth-building opportunities because you’ve never been taught how to think like an entrepreneur?

In this episode of The Academy Presents, Brian Baniqued, a seasoned entrepreneur and real estate investor with over three decades of experience, draws compelling parallels between real estate and film production, revealing how savvy accounting and strategic networking can open tax-saving opportunities and drive business growth. He walks through his entrepreneurial journey—starting in the '90s with carbon copies and briefcases to running multiple businesses today—all while sharing lessons on mindset, partnerships, and scaling ventures. Brian also previews a new series of educational modules that synthesize his experiences, providing practical tools for listeners looking to grow their ventures and make smarter financial decisions.

[00:01 - 04:00] From Real Estate to Film: The Money Flow Map

The significance of comparing movie budgets to fix-and-flip real estate projects
Why understanding your audience, revenue, and expense structures is critical
The importance of knowing your position in the investment stack

[04:01 - 08:27] Turning Experience into Education

The need to document business lessons for future entrepreneurs
Brian’s decision to build video modules from his entrepreneurial journey
The significance of defining your entry and exit strategies

[08:28 - 12:37] Mindset, Chaos, and Scaling with Systems

How Brian has weathered five economic downturns
The role of systems and habits in building sustainable operations
Why creating a healthy business culture is critical to growth

[12:38 - 16:49] Modules That Matter: Teaching Entrepreneurial Codes

An overview of Brian’s upcoming modules, including “Operate Like a Pro” and “The Entrepreneur Code”
Lessons from serving customers before focusing on profits
The evolution from idea to income in real businesses

[16:50 - 21:32] Tax Strategy and Long-Term Relationships

Brian’s story of meeting his CPA and changing his tax approach
The importance of having the right team to unlock financial strategies
Why diversifying across ventures helps build lasting impact

Connect with Brian:

LinkedIn: https://www.linkedin.com/in/brian-baniqued-83637530/

Key Quotes:

“You want to have this information now, because then you’ll know what to do with it.” - Brian Baniqued

“If you only know the options you’ve used in the past, you can only go as far as you’ve gone.” - Angel Williams

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

View Details

Could producing a film be a smarter way to handle your next tax bill than simply writing a check to the IRS?

In this episode, Angel Williams is joined by Brian Baniqued, a multi-industry entrepreneur who shares how he blends real estate, finance, and entertainment to create tax-efficient income streams. From leveraging depreciation on laser cutters to investing in movie productions to offset seven-figure tax bills, Brian walks through the mindset and mechanics of using entertainment ventures as a vehicle for wealth preservation. He also explains how his love for comic books and collectibles led him to Saudi Arabia to help organize the first Stan Lee Comic-Con in Riyadh—all while building strategic tax shelters.

[00:01 - 04:42] From Real Estate to Tax Strategy

Why identifying the motivation behind a purchase helps structure win-win deals
How tax shelters and depreciation play a central role in his strategy
The importance of viewing homes and investments as income tools, not just assets

[04:43 - 08:26] How Movies Can Offset Millions in Taxes

What qualifies a movie production for dollar-for-dollar tax deductions
Why films are ideal vehicles due to long production timelines and capital-intensive
The significance of combining entertainment with savvy financial timing

[08:27 - 12:05] Comic-Cons and Career Crossovers

What his experience in Saudi Arabia’s Stan Lee Comic-Con taught him about dealmaking
Why pursuing personal interests can lead to unexpected financial opportunities
How the entertainment space connects with licensing, merchandise, and IP revenue

[12:06 - 16:16] Monetizing Hobbies and Building Networks

How personal passions evolve into business partnerships
What the significance of genuine interest is in professional networking
Why exposure to multiple communities accelerates entrepreneurial growth

[16:17 - 22:15] Tax Rebates, Real Estate, and Risk Reduction

What the state rebate process looks like for film investors
How to time capital deployments to maximize write-offs and minimize audit risk
The importance of understanding where you sit in the capital stack

Connect with Brian:

LinkedIn: https://www.linkedin.com/in/brian-baniqued-83637530/

Key Quotes:

“You’re going to pay it anyway—so why not pay it into something that can park and potentially make a return?” - Angel Williams

“If you're sitting on a big tax bill, a movie production can be a parking lot that turns into a springboard.” - Brian Baniqued

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

View Details

What’s the real strategy behind going from house hacking as a college student to landing a Netflix deal as a film producer and owning multi-state real estate portfolios?

In this episode of The Academy Presents: Real Estate Investing Rocks, Angel Williams speaks with Brian Baniqued—a true serial entrepreneur whose journey spans real estate, finance, development, and film production. From closing real estate deals before graduating high school to building vertically integrated companies across real estate, mortgage, and property management, Brian breaks down the systems and mindset that helped him scale. He also shares how his investing background translated into producing a feature film and cutting a deal with Netflix. This conversation offers insights into how business fundamentals apply across industries and the long-term benefits of asset ownership, tax strategy, and leveraging networks.

[00:01 - 04:50] Starting Early: Real Estate at 18

How Brian got his real estate license while still in high school
Why he chose fourplexes as his entry into wealth building
The significance of using FHA financing creatively for house hacking

[04:51 - 09:20] Building a Brokerage and Vertical Integration

What led Brian to launch his own real estate brokerage at 25
How and why he built out mortgage and property management arms
The importance of vertical integration in real estate businesses

[09:21 - 13:45] The 1031 Exchange Game and Out-of-State Investing

Why Brian used 1031 exchanges to trade up his fourplexes
The significance of reinvesting in different states with better cap rates
How accelerated depreciation played into his long-term wealth plan

[13:46 - 17:45] SBA Loans and Business Ownership

How he guided clients to purchase commercial space with 10% down
Why separating operating and holding entities creates tax advantages
The importance of mentorship in helping entrepreneurs scale strategically

[17:46 - 24:26] Producing Films as Intellectual Property

The unexpected path to producing a feature film with a hedge fund manager
What similarities exist between property development and film production
The significance of tax credits and IP ownership in creative projects

Connect with Brian:

LinkedIn: https://www.linkedin.com/in/brian-baniqued-83637530/

Key Quotes:

“Producing a film isn't that different from real estate development—at the end, you still have an asset, just a different kind.” - Brian Baniqued

“Every business I’ve ever built came from listening closely, asking the right questions, and offering a real solution.” - Brian Baniqued

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

View Details

How much more could you achieve if your business ran itself—even while you were on the beach? In this episode, Angel sits down with Pedro Montesino to explore the real-world impact of using virtual assistants (VAs) to scale a business, reduce stress, and reclaim time. Pedro shares how he built a translation company from a college hustle into a self-managing operation and how business owners—especially in real estate—can delegate marketing, admin, analytics, and customer service to trained VAs. They dig into the mindset shift required to let go of tasks, the importance of matching your business to your lifestyle goals, and practical steps for training VAs to bring immediate value.

[00:01 - 04:00] The Business You Build Around Your Life

Why defining your ideal lifestyle should come before launching a business
What Pedro learned from a $50M founder’s biggest regret
How his translation business grew from solving a personal problem

[04:01 - 08:00] Delegating Marketing with Virtual Assistants

The importance of matching tasks with your energy and strengths
How and why VAs can be trained in social media, ads, or SEO
The significance of letting go of the need to self-promote

[08:01 - 12:00] Upskilling VAs Through Online Training

Why investing in VA education benefits both sides
How Pedro used online courses to build VA marketing and data teams
The importance of being informed when managing experts

[12:01 - 16:00] Real Estate Use Cases for Virtual Assistants

What realtors, inspectors, and property managers delegate
Why one VA isn’t enough—and how to plan for coverage
The importance of redundancy and operational continuity

[16:01 - 21:05] Scaling Profit and Freedom Simultaneously

Why VAs should be seen as investments, not expenses
How to create a business that earns even when you're not working
The need for systems before scaling operations

Connect with Pedro:

LinkedIn: https://www.linkedin.com/in/pedro-montesino-88b726a5/

Connect with Frank:

LinkedIn: https://www.linkedin.com/in/frankpatalano/

Key Quotes:

“Determine how you want to live, then build a business around that.” - Pedro Montesino

“If a VA isn't paying for themselves, why would you keep them?” - Pedro Montesino

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

View Details

How much of your daily workload could disappear if you documented your process once and let someone else handle the rest? In this episode, Angel speaks with entrepreneur Pedro Montesino, who shares his blueprint for building a virtual assistant-powered business that runs itself. From overseeing more than 50 VAs to building systems that let him live abroad while increasing his income, Pedro walks through the principles that let him scale his companies while doing only the work he enjoys. This conversation dives into the real-world process of documenting, delegating, and growing with a remote team—why hiring your first VA can unlock time, profitability, and peace of mind, and how to avoid the common mistakes people make when outsourcing too soon or without structure.

[00:01 - 04:13] The CEO’s Role: Directing Labor for Profit

Why the business owner must first master tasks before handing them off
The importance of recognizing your own limitations
How VA teams mirror a chessboard—with the owner as the strategic player

[04:14 - 08:39] Time, Location, and Financial Freedom

The significance of proceduralizing business functions
What allowed Pedro to earn more while living abroad
How hiring strong team members in weak areas builds long-term efficiency

[08:40 - 12:46] Systems for Delegation That Work

What a remote GM does that Pedro never has to
The need to have a real business structure, not just self-employment
Why his VA oversees the in-person assistant and manages logistics

[12:47 - 16:29] Human Talent and Real VA Use Cases

The significance of treating VAs as equal contributors
How large companies already use remote assistants at scale
What VAs can actually do—beyond admin work and into real operations

[16:30 - 21:47] Scaling With Trust and Structure

The importance of only delegating what you've done yourself
How Pedro layers roles to reduce his need for direct involvement
Why starting with one part-time VA can be the first step toward full leverage

Connect with Pedro:

LinkedIn: https://www.linkedin.com/in/pedro-montesino-88b726a5/

Connect with Frank:

LinkedIn: https://www.linkedin.com/in/frankpatalano/

Key Quotes:

“My value is directing other people’s labor more profitably than they would on their own.” - Pedro Montesino

“Virtual assistants let me do only the things I love—because everything else is already handled.” - Pedro Montesino

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

View Details

What if the one hire you’ve been avoiding is the key to doubling your income and your freedom?

In this episode, Pedro Montesino and Frank Ano dive into how virtual assistants (VAs) can completely shift the way entrepreneurs operate. The conversation breaks down why most people wait too long to hire help, what types of virtual assistants work best in real estate, and how systems—often built by the VAs themselves—enable true time freedom. Pedro and Frank share personal stories, practical strategies, and tactical advice for anyone overwhelmed by the day-to-day tasks of running a business.

[00:01 - 04:19] From Burnout to Breakthrough

What led Pedro to outsource early in his business journey
How delegating helped them grow multiple income streams
The significance of viewing yourself as a business owner, not just an operator

[04:20 - 08:37] Document as You Train

Why VAs should create the manuals themselves
How the process helps track accountability and reduce miscommunication
The importance of turning chaos into a repeatable operation

[08:38 - 12:54] The Three Most Valuable VA Roles in Real Estate

The importance of admin assistants, social media managers, and underwriters
Why outsourcing bookkeeping and accounting accelerates decision-making
The significance of bilingual and highly educated overseas VAs

[12:55 - 17:00] What Not to Outsource

Why cold calling isn’t a great fit for generalist VAs
The need for sales experience and emotional intelligence in negotiation
What skills are truly worth keeping in-house

[17:01 - 22:34] The Mental Shift to Let Go

The importance of mapping out roles even before you can hire
Why more business shouldn’t mean more stress
What it feels like when your systems generate income without your involvement

Connect with Pedro:

LinkedIn: https://www.linkedin.com/in/pedro-montesino-88b726a5/

Connect with Frank:

LinkedIn: https://www.linkedin.com/in/frankpatalano/

Key Quotes:

"More business used to mean more work. Now it means more cash—and less time working." - Pedro Montesino

"Every single job I ever had came with a manual. So why wouldn’t I do the same for my own business?" - Frank Ano

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

View Details

What makes one investor's offer stand out over another's—even when the numbers look the same?

In this episode, Angel hosts Fernando Arias and Anna Latysheva for a detailed walkthrough of how underwriting variables impact real estate valuations, investor returns, and bidding strategies. They examine the unseen levers—like DSCR, interest rates, amortization schedules, and capital expenditures—that can shift IRRs dramatically. With real-world scenarios and expert commentary, this episode provides valuable insights for both novice and seasoned investors navigating a tightening lending environment.

[00:01 - 04:14] Why Debt Terms Change the Game

The significance of DSCR in determining actual loan amounts—not just LTV assumptions
How interest rates and loan terms affect down payments and investor returns
The need to build strong banking relationships for accurate underwriting inputs

[04:15 - 08:44] The Impact of Amortization on IRR

What amortization periods reveal about monthly debt service and deal feasibility
Why a higher down payment reduces IRR—even if the NOI stays constant
The importance of recalculating purchase offers based on updated debt quotes

[08:45 - 13:28] Expense Assumptions That Can Break a Deal

How slight changes in operating expenses significantly affect valuation
The importance of classifying capital expenditures below the line
Why expense accuracy is essential in low-cap markets

[13:29 - 18:00] Income Projections vs. Market Realities

Why underwriting based on realistic rent comps boosts your competitiveness
The significance of local PM data over online averages like Rentometer
How fluctuating lending terms can lead to broken contracts

[18:01 - 23:40] Cap Rates, Risk, and Investor Psychology

Why understanding cap rate spreads is essential for valuation decisions
The relationship between NOI, cap rate, and perceived asset risk
How market psychology and alternative income streams influence investor behavior

Connect with Anna:

LinkedIn: https://www.linkedin.com/in/ibuybuildings/

Connect with Fernando:

LinkedIn: https://www.linkedin.com/in/fernandoapartments/

Key Quotes:

“Just because your pro forma shows a 1.89 DSCR a year from now doesn't mean the bank will underwrite that way.” - Fernando Arias

“Every $1,000 in NOI can mean a $20,000 swing in valuation in low-cap markets.” - Anna Latysheva

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

View Details

How can a $20 monthly fee or a minor tweak in rent comps add hundreds of thousands to your property's value—and why are so many investors missing this? In this eye-opening episode, Anna Latysheva and Fernando Arias dive deep into the nuanced world of real estate underwriting, market rents, and the often-overlooked impact of "other income" on a property's valuation. Through detailed examples and practical advice, they reveal how strategic income streams—like pet rent, parking, and even laundry contracts—can dramatically shift your investment game. This episode demystifies how seasoned investors extract additional value and remain competitive in tight markets like Denver.

[00:01 – 04:42] Beyond the Finish Line * How comparing physical finishes and amenities side-by-side impacts rental pricing and strategy. * Why understanding unit square footage variations is essential for evaluating true comparables. * The significance of visual walkthroughs and local architecture knowledge when analyzing comps.

[04:43 - 08:32] Numbers that Speak * How small rent differences significantly alter total income and overall property valuation. * Why relying solely on tools like Rentometer can misguide your pricing strategy. * The importance of understanding local cap rates and market behavior to assess a property’s worth.

[08:33 - 13:06] Unlocking Other Income Streams * What “other income” sources (pet rent, parking, laundry) add to your bottom line. * The need to align with local norms—what’s considered standard in your market to stay competitive. * Why ignoring ancillary income results in undervalued offers and lost opportunities.

[13:07 - 21:12] Boosting NOI with Rhino & Surety Bonds * How deposit alternatives like Rhino reduce move-in barriers while protecting landlords. * Why structuring a move-in fee versus traditional deposit boosts cash flow. * The significance of understanding tenant behavior and legal safeguards in using these services.

[21:13 - 22:41] The Small Charges That Scale * How credit reporting fees, trash valet, and CAM charges stack up in large portfolios. * Why customizing income streams to tenant lifestyle trends future-proofs your model. * The importance of questioning old norms (like cable packages) to adapt to current needs.

Connect with Anna:

LinkedIn: https://www.linkedin.com/in/ibuybuildings/

Connect with Fernando:

LinkedIn: https://www.linkedin.com/in/fernandoapartments/

Key Quotes:

“You really need to hone in on what's my true market rent for this property.” - Fernando Arias

“People just love to live with pets—even in a 500 square foot apartment.” - Anna Latysheva

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

View Details

What separates those who win deals in today’s real estate market from those who keep missing out?

In this episode, Angel welcomes back Anna Latysheva and Fernando Arias of ALFA Peak Capital for a hands-on session about underwriting multifamily real estate deals. Drawing from their experience analyzing over 300 properties across U.S. markets, Anna and Fernando break down the essential components of successful underwriting, from understanding rent comps to knowing your local tax assessor. They also highlight the importance of reliable market assumptions, building relationships with property managers and banks, and how attention to detail can make or break a deal. If you're wondering why your offers aren't landing, this conversation offers practical guidance and tools to sharpen your underwriting process and become more competitive.

[00:01 - 05:00] Starting with “Other Income”

The significance of identifying "other income" as a key variable in underwriting.
Why this often-overlooked line item can influence deal viability.
The importance of being exposed to diverse underwriting perspectives.

[05:01 - 10:18] Meet the Founders of Alpha Peak Capital

How Anna and Fernando transitioned from chemical engineers to real estate investors.
The importance of mindset and community in scaling a real estate portfolio.
Why real-world underwriting experience builds confidence and clarity.

[10:19 - 15:43] Underwriting 101: Known Variables vs. Assumptions

What underwriting really involves and the role of knowns vs. assumptions.
The importance of recognizing market rent, cap rates, and economic vacancy.
How seemingly small data points—like window conditions—can affect outcomes.

[15:44 - 20:00] Tools and Templates: Where to Begin

Why there’s no need to build your own underwriting model from scratch.
Useful tools mentioned: Rand Capital, Synthesis Model, Michael Blank’s analyzer.
How repeated practice builds reliable rules of thumb in your underwriting.

[20:38 - 23:45] Local Knowledge is Your Edge

The importance of PMs and bankers in understanding expense ratios and market rents.
How lease terms, seasonality, and dynamic pricing affect rent comps.
Why using outdated or generic rent data can derail your deal analysis.

Connect with Anna:

LinkedIn: https://www.linkedin.com/in/ibuybuildings/

Connect with Fernando:

LinkedIn: https://www.linkedin.com/in/fernandoapartments/

Key Quotes:

“The first time I heard that ‘other income’ can make or break a deal was from Anna and Fernando. That stuck with me.” - Angel Williams

“People who win deals usually know their markets better than everyone else—and they work harder.” - Fernando Arias

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

View Details

What’s the real risk behind accepting investor referrals—and what could cost you hundreds of thousands without you realizing it?

In this episode, Dugan Kelley clarifies the rules around raising capital under the 506(b) exemption. He breaks down what counts as general solicitation, when a preexisting relationship is required, and how word-of-mouth referrals can create unexpected liability. They also address growing confusion around registered broker-dealers, finder’s fees, email marketing boundaries, and the future of accreditation rules. If you’ve ever questioned how to stay compliant in your real estate syndication or capital raise, this conversation gives practical guidance to protect yourself and your investors.

[00:01 - 05:49] The Broker-Dealer Dilemma

Why only registered broker-dealers can legally accept commissions
What most people misunderstand about co-sponsors and cap-raising roles
The importance of avoiding unnecessary regulatory exposure

[05:50 - 09:35] The Truth About 506(b) & Referrals

Why preexisting relationships matter—but aren't always required
What the SEC actually says about general solicitation
The significance of documentation in defending your offering

[09:36 - 13:25] Finders, Word of Mouth, and the “Paul Anka Rule”

What the limited finder’s exemption really allows
The importance of avoiding indirect solicitation
Why most operators avoid referral-based models

[13:24 - 17:23] Email Lists, Accreditation Rules & SEC Trends

When it’s safe to email your list about deals
The unlikely future of a $10 million net worth accreditation rule
The importance of understanding the SEC’s slow pace of change

[17:24 - 22:44] When to Move from 506(b) to 506(c)

Why most operators stick with 506(b) early on
What to consider when transitioning to 506(c)
The importance of knowing your investor base

Connect with Dugan:

LinkedIn: https://www.linkedin.com/in/dugan-kelley-0019b435/

Key Quotes:

“There is no such thing as a professional referral unless the professional is a registered broker-dealer.” -Dugan Kelley

“You have the burden to prove you didn’t solicit someone—even if they were referred to you.” - Dugan Kelley

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

View Details

What’s the real cost of raising capital without knowing the rules—and why could one wrong move unravel your entire deal?

In this episode, securities attorney Dugan Kelley breaks down the often misunderstood legal frameworks behind raising private capital through syndication. With over $4 billion in structured transactions under his belt, Dugan offers a clear overview of how to legally structure offerings under SEC rules—especially Rule 506(b) and 506(c)—and the serious risks of getting it wrong. He unpacks what it means to be an issuer, the importance of broker-dealer registration, the difference between accredited and sophisticated investors, and how new developments like Rule 241 offer flexibility when testing investor interest.

[00:01 - 05:12] Understanding the Issuer Exemption

The importance of identifying whether it's truly your deal
Why the issuer exemption protects you from broker-dealer registration
The need for co-sponsors to play active roles—not just raise funds

[05:13 - 09:20] Rule 506(b) vs. 506(c): What’s the Difference?

Why 506(b) is the historical path and what it allows
The significance of 506(c)'s advertising freedom—and its investor limitations
What the SEC requires in each case

[09:21 - 13:36] Accredited Investor Verification Rules

What the SEC expects for 506(c) accreditation proof
Why personal relationships matter in 506(b) offerings
The importance of third-party verification letters from CPAs, attorneys, or broker-dealers

[13:37 - 17:00] Rule 241 and Testing the Waters

How sponsors can gauge investor interest before choosing 506(b) or 506(c)
What disclaimers are legally required during this phase
Why soft commits during this stage are non-binding

[17:01 - 21:35] Unregistered Finders and Legal Risks

The significance of avoiding unlicensed capital raisers
Why deals can be canceled due to regulatory violations
The importance of complying with both federal and state securities laws

Connect with Dugan:

LinkedIn: https://www.linkedin.com/in/dugan-kelley-0019b435/

Key Quotes:

“Don’t lie, don’t cheat, don’t steal, and share the same information with all your investors.” - Dugan Kelley

“You can do this. If you build relationships and follow the rules, anyone can succeed in syndication.” - Dugan Kelley

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

View Details

What do most new investors overlook when raising capital, and how can a single missing document expose the entire deal?

In this episode, Dugan Kelley breaks down the legal side of raising money for real estate deals, especially under Rule 506(b) exemptions. Dugan shares a clear, actionable breakdown of the syndication process, how securities laws apply, and the key legal structures every investor should understand. With over $4 billion in structured transactions under his belt, he walks through the must-have documents, how to avoid legal pitfalls, and the significance of understanding the difference between accredited and sophisticated investors. Whether you're syndicating your first deal or investing passively, this episode outlines what you need to know to stay compliant and protect your capital.

[00:01 - 05:42] Syndication Basics: What Are You Selling?

The importance of understanding whether you're selling a security
Why real estate syndication usually involves securities law
The role of passive investors and operator equity in typical deal structures

[05:42 - 10:53] Securities Law 101: Are You in the SEC’s Jurisdiction?

What defines a security in real estate transactions
Why even small deals may trigger SEC oversight
The need for a Private Placement Memorandum (PPM) in most syndications

[10:54 - 15:27] The Six Ingredients Every PPM Must Have

What the SEC expects in a compliant real estate offering
The importance of risk disclosures, business plans, and subscription agreements
Why a company agreement governs everything after the close

[15:28 - 20:33] Who Qualifies to Invest: Accredited vs. Sophisticated

What makes someone an accredited investor (net worth or income thresholds)
How recent SEC updates have expanded access to more people
The significance of entity-based accreditation

[20:34 - 24:05] Sophisticated Investors: A Gray Area You Need to Understand

What defines a sophisticated investor and how to evaluate suitability
Why Rule 506(b) limits the number of these investors to 35
The risk tolerance, intent, and understanding needed to qualify

Connect with Dugan:

LinkedIn: https://www.linkedin.com/in/dugan-kelley-0019b435/

Key Quotes:

“If your purpose is to raise capital and the buyer’s purpose is to receive a profit, you’re selling a security.” — Dugan Kelley

“If your deal is missing a company agreement or key disclosures, that’s a red flag—don’t invest.” — Dugan Kelley

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

View Details

How can authenticity and a genuine desire to help others become the key to unlocking exponential growth in real estate networking?

In this episode, Angel speaks with Don Spafford about the often-overlooked value of building real relationships in the real estate world. Rather than chasing followers or deals, Don shares how his organic approach to networking—driven by sincerity, reciprocity, and consistency—has led to major professional milestones, including partnerships in large-scale development projects and a role with Happy Camper Capital. The conversation also explores mindset shifts, personal growth, and how being unapologetically yourself can attract the right people and opportunities.

[00:01 - 04:00] A Different Kind of Networking

Why shared learning in meetups can be more valuable than formal education
How introverts can still thrive through genuine relationships
The importance of letting others shine by redirecting opportunities

[04:15 - 08:46] Sharing Without Expectation

What motivates Don’s content and online presence
How low-pressure communication builds trust
Why promoting others builds long-term relationships

[08:47 - 12:29] From BiggerPockets to Big Projects

The significance of planting seeds in networking conversations
How one “no” today can become a “yes” a year later
Why relationships built on mutual benefit create sustainable growth

[12:30 - 16:08] Embracing Opportunities with Excitement

Why Don shifted his focus from multifamily to RV parks
The importance of following curiosity in investment choices
How authenticity turns conversations into collaborations

[16:09 - 21:36] Mindset, Magnetism, and Meaningful Connections

Why being yourself removes pressure and builds confidence
The significance of deep, non-superficial relationships
How mindset shifts can influence both personal and business growth

Key Quotes:

“I don’t ever come across like I’m just here to get your money… I’m here to give you something else to think about.” – Don Spafford

“Being genuine and being yourself… it pays off.” – Don Spafford

Connect with Don:

LinkedIn: https://www.linkedin.com/in/don-spafford-5887867/

Key Quotes:

“Nobody cares what you went through. They want to know: did you close or not?” - Angel Williams

“Make sure people know what you’re doing. Just talk to them like you would about your vacation.” - Brian Briscoe

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

View Details

How can you grow meaningful investor relationships—without pitching, chasing, or selling?

In this episode, Don Spafford joins Angel Williams to share how strategic networking and mindset shifts helped him move from financial struggle to real estate success. Don explains why leading with service, not sales, builds trust, and how finding shared interests—even coin collecting—can open doors to deeper relationships. They explore how non-traditional groups like service organizations can yield better investor connections than typical meetups, and how simple, consistent outreach can multiply your network. The conversation also touches on mentorship, financial freedom through real estate, tax strategies, and creative investment ideas beyond property—like agriculture, ATMs, and helium.

[00:01 – 04:33] Start by Helping, Not Pitching

Why offering value first builds stronger connections
The significance of shared interests as conversation starters
How Don connected with Jay Money through coin collecting

[04:34 – 08:46] Go Beyond Real Estate Meetups

The importance of meeting people outside your niche
Why service clubs and volunteer boards attract serious investors
How shared purpose leads to aligned goals

[08:47 – 12:28] From Broke to Fourplex

What motivated Don to leverage his 401(k) despite financial stress
The importance of changing financial trajectories through action
Why real estate became his vehicle to FI

[12:29 – 16:58] LinkedIn Growth & Intentional Visibility

How Don grew from 300 to 2,500+ LinkedIn connections in a year
The importance of visibility and consistent posting
What posting meetup recaps taught him about content and connection

[16:59 – 20:15] Mentorship, Mindset & Tax-Smart Investing

The impact of long-term mentorship on young immigrants
Why real estate isn’t the only path to passive income
How tax strategy books reshaped Don’s financial thinking

Key Quotes: “Offering help before asking for help—that’s how you start real connections.” - Don Spafford

“Most of the world’s millionaires didn’t start rich. They built it through real estate or business.” - Don Spafford

“Networking is showing that you care, not just looking for investors.” - Don Spafford

Connect with Don:

LinkedIn: https://www.linkedin.com/in/don-spafford-5887867/

Key Quotes:

“Nobody cares what you went through. They want to know: did you close or not?” - Angel Williams

“Make sure people know what you’re doing. Just talk to them like you would about your vacation.” - Brian Briscoe

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

View Details

Can an introvert build a successful real estate network? Don Spafford proves that authenticity trumps personality type every time. Today, Angel sits down with Don Spafford to explore his remarkable journey from finance professional to successful real estate investor. Despite being a self-proclaimed introvert, Don shares how he pushed past his comfort zone to build meaningful connections that transformed his investing career. This episode reveals the unexpected doors that open when you commit to genuine networking, highlighting how authenticity creates opportunities regardless of whether you're naturally outgoing or reserved.

[00:01 - 04:00] The Unexpected Path: From Finance to Real Estate * How finance careers can build a foundation for real estate investing * Why family circumstances often reshape investment geography * The importance of supporting a partner's career as a gateway to new opportunities

[04:01 - 08:53] The Power of One Connection: How BiggerPockets Changed Everything * Why platforms like BiggerPockets matter when lacking local mentors * How reaching out to podcast guests can create valuable connections * The value of daily podcast consumption in accelerating your learning

[08:54 - 12:41] Breaking Through the Introvert Barrier * How introverts can use written communication to build confidence * Why acknowledging comfort zones is essential for growth * The importance of sharing local expertise to become a valuable resource

[12:42 - 15:27] From Online Connections to Real Deals * How online connections can transform into real investment deals * Why maintaining a contact database matters for future opportunities * The value of pushing through discomfort in virtual meetups

[15:28 - 18:43] Authenticity: The True Networking Superpower * Why authenticity matters more than appearing successful * How personality type doesn't limit relationship-building ability * The significance of quality over quantity in investor networks

Connect with Don:

LinkedIn: https://www.linkedin.com/in/don-spafford-5887867/

Key Quotes:

“Nobody cares what you went through. They want to know: did you close or not?” - Angel Williams

“Make sure people know what you’re doing. Just talk to them like you would about your vacation.” - Brian Briscoe

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

View Details

Have you ever wondered why some syndicators seem to raise millions with ease while others struggle to close a deal? In this episode, Angel Williams hosts seasoned investor Brian Briscoe to break down the lessons learned from early capital raises, the reality of building credibility, and the importance of strong peer relationships in multifamily investing. They discuss how trust, transparency, and strategy influence investor decisions, and why community support makes all the difference in a high-barrier field like real estate syndication.

[00:01 - 04:00] Closed or Not, It Matters

Why credibility hinges on completed deals, not near wins
What capital raising teaches about scalability and stress
The importance of proving you can deliver results before growing too fast

[04:01 - 08:17] Strong Networks Equal Stronger Raises

Why relationships with other syndicators create fallback options
The significance of investor referrals and professional trust
How shared investor bases offer second chances

[08:18 - 12:35] Pitch Practice in the Real World

Why syndicator-heavy events are valuable for honing your pitch
What informal networking teaches about soft selling
The importance of shameless plugs and speaking with confidence

[12:36 - 16:43] Ethics and Equity: Investing with Integrity

Why believing in your own deal changes how you pitch it
What to say when you can't personally invest
The importance of collective GP investment as social proof

[16:44– 21:150] Capital, Coaching, and Community

How rolling fees into shares helps show commitment
The need for safe spaces in learning and masterminds
Why access to communities like Tribe of Titans and REI Rocks matters

Connect with Brian:

LinkedIn: https://www.linkedin.com/in/brian-briscoe-ut/

Key Quotes:

“Nobody cares what you went through. They want to know: did you close or not?” - Angel Williams

“Make sure people know what you’re doing. Just talk to them like you would about your vacation.” - Brian Briscoe

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

View Details

Are you missing out on your ideal investor because you haven’t clearly defined who they are?

In this episode, Angel Williams and Brian Briscoe discuss the often-overlooked challenge of clearly identifying your investor avatar—your ideal audience. From personal stories about corporate life and the sacrifices made in pursuit of success, to the strategic reasons why clarity around your audience can sharpen your messaging and boost your capital-raising results, this conversation offers both introspective insights and practical advice. Whether you're a real estate investor or building a community-based business, understanding who you’re speaking to can mean the difference between scattered results and steady growth.

[00:01 - 05:15] Who Are You Really Talking To? * Why understanding your audience (avatar) is vital to business and investment success * The importance of aligning with people who share your background or pain points * How being part of your avatar can help build credibility and connection

[05:16 - 10:22] From Corporate to Community * How leaving the 9-to-5 inspired Brian to build the Tribe of Titans * The significance of recognizing shared frustrations with time and freedom * What motivated the shift from investor calls to mentorship-based conversations

[10:23 - 15:09] Narrowing the Niche Without Losing Reach * Why it’s crucial to make your target small enough to connect but big enough to sustain * The need to balance specificity with scalability in audience targeting * How multiple avatars can coexist if each is clearly defined and addressed

[15:10 - 19:30] Learning from Experience: Engineer, Adjunct, or Entrepreneur? * What past investor interactions reveal about who is drawn to your offer * How lived experience helps identify underrepresented niches with potential * The importance of evaluating common traits among current supporters

[19:31 - 23:28] The Psychology of the Passive Investor * Why many investors don’t even realize alternative options exist * How lifestyle goals and money mindset influence investment choices * The need to speak in familiar language and address core emotional drivers

Connect with Brian:

LinkedIn: https://www.linkedin.com/in/brian-briscoe-ut/

Key Quotes:

“If you are part of your own avatar, it's a lot easier because you understand what they go through.” - Brian Briscoe

“Some people want to provide for their families generationally, but they don’t even know where to begin.” - Angel Williams

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

View Details

Raising capital for real estate deals can seem straightforward—until it isn’t. In this episode, Brian Briscoe of the Tribe of Titans discusses the realities of capital raising. He breaks down the myths surrounding deal quality, network strength, and investor motivation. Brian shares his personal journey from mathematical theory to multifamily investing, emphasizing why trust and relationships matter more than spreadsheets. This candid conversation sheds light on what passive investors are really looking for—and why being good with numbers might not be enough.

[00:01 - 05:45] The “If You Build It” Myth * Why good deals alone don’t guarantee investor interest. * The significance of trust in raising capital * How 506(b) deals limit your reach and increase pressure.

[05:46 - 10:20] What Passive Investors Care About * Why the team matters more than the pitch deck * How passive investors evaluate risk based on people, not just projections * The importance of consistency and character in building investor confidence

[10:21 - 15:14] Behind the Numbers: Sensitivity and Assumptions * What changing one number in a spreadsheet can do to your returns * Why experienced investors don’t rely solely on pro formas * The need to be transparent about assumptions and projections

[15:15 - 20:00] Growing and Nurturing Your Investor Base * How to develop relationships that convert into long-term investors * Why investors care more about who is presenting the deal * The importance of credibility and repetition in capital raising

[20:01 - 25:38] Programs and Practice: Learning to Raise Capital * How Tribe of Titans equips aspiring capital raisers * What early mistakes can teach us about investor psychology * The significance of coaching and peer groups in accelerating your skills

Connect with Brian:

LinkedIn: https://www.linkedin.com/in/brian-briscoe-ut/

Key Quotes:

“Just because the deal's amazing doesn’t mean the money’s going to show up.” - Angel Williams

“Anybody can put numbers on a spreadsheet. What matters is whether I trust that person to deliver.” - Brian Briscoe

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

View Details

What’s the real cost of not structuring your real estate deals the right way?

In this episode, tax advisor Brandon Hall joins Angel to unpack complex but crucial considerations for structuring real estate investments—especially when working with partners, using retirement accounts, or dealing with late-stage investors. They explore topics like capital contributions, equity dilution, partial asset dispositions, and depreciation allocation, providing real-world examples and practical scenarios. Whether you're an experienced syndicator or a first-time GP, this conversation is packed with insights on how to protect your interests and avoid costly mistakes.

[00:01 - 04:00] Are You Depreciating Three Roofs?

The significance of understanding partial asset dispositions in real estate
Why you need to ask your CPA about deducting replaced components
How ignoring this detail can result in depreciating assets that no longer exist

[04:01 - 08:19] Loan or Equity? Deciding How to Backfill

The need to evaluate whether capital fronted by a partner should be treated as a loan or ownership stake
What operating agreements must account for when new money enters the deal
Why lenders and tax implications should guide this decision

[08:20 - 12:23] Dilution Without Selling Shares

The mechanics of equity dilution when new investors come into a deal
What redemption vs. share sale means for taxes and ownership
Why getting a professional valuation can protect all parties

[12:24 - 16:47] Retirement Accounts and the Depreciation Disconnect

Why depreciation doesn’t matter the same way in retirement accounts
How depreciation can be reallocated away from retirement investors
The importance of “substantial economic effect” in depreciation allocations

[16:47 - 21:44] Avoiding Costly Mistakes in Complex Capital Structures

When to bring in a lawyer or CPA to adjust your operating agreement
Why timing and capital amounts affect equity and distribution rights
The need to keep educating yourself even with professional advisors

Connect with Brandon:

LinkedIn: https://www.linkedin.com/in/brandonhallcpa/

Key Quotes:

“You own your own tax position. You've got to have a basic understanding of the questions to ask.” - Brandon Hall

“Just because I put in more money doesn't mean I get a bigger piece of the pie—it depends on the agreement.” - Brandon Hall

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

View Details

What’s the real reason most people can’t qualify for real estate professional tax status? In this episode, Brandon Hall breaks down one of the most misunderstood areas of tax law for real estate investors: Real Estate Professional Status (REPS). He explains what it really takes to meet the IRS requirements, why many investors get it wrong, and how short-term rentals provide a unique workaround to unlock non-passive tax losses. Brandon shares actionable insights about what kinds of hours count, how to keep an audit-proof time log, and the tax-saving power of partial asset dispositions. Whether you’re a full-time employee or a hands-on investor, this episode offers practical takeaways on reducing your tax burden through smart structuring and documentation.

[00:01 - 04:12] Why REPS Isn’t What You Think It Is

The importance of understanding the IRS’s specific definition of real estate professional status
Why full-time employees are generally disqualified from REPS—even if they work in real estate
The significance of your spouse's time if you file jointly and they are more available to qualify

[04:13 - 08:34] What Hours Actually Count Toward REPS

What kinds of work count toward REPS hours—and which ones don’t
Why education, travel, and investor-related tasks often don’t qualify
The importance of maintaining a detailed and credible time log

[08:35 - 12:48] Short-Term Rentals: The REPS Loophole Without the Status

How short-term rentals avoid the REPS rules entirely under tax code Section 469
What the “seven-day rule” is and why it matters
How material participation alone is enough to make short-term rental losses non-passive

[12:49 - 17:00] 3 Tests for Material Participation

Explanation of the three most common IRS tests for material participation
Why documentation is key to proving participation, especially with vendors
Strategies to meet the 500-hour threshold or qualify under the 100-hour rule

[17:01 - 22:25] The Most Overlooked Tax Deduction: Partial Asset Dispositions

How replacing property components like roofs and appliances can create immediate write-offs
Why this strategy reduces both current taxes and future depreciation recapture
How to apply this method consistently for long-term tax savings

Connect with Andy:

LinkedIn: https://www.linkedin.com/in/andymcmullen/

Key Quotes:

“People treat real estate professional status as a tax loophole—but it’s not. It’s a heavily litigated area and the IRS expects solid documentation.” – Brandon Hall

“You don’t have to be a real estate professional to make short-term rental losses non-passive. You just have to materially participate.” – Brandon Hall

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

View Details

Are you missing out on thousands in tax savings because your accountant doesn’t speak “real estate”? In this expert-led episode of The Academy Presents: Real Estate Investing Rocks, Angel welcomes CPA and tax strategist Brandon Hall, who specializes in helping real estate investors navigate complex tax rules. Brandon breaks down the passive activity loss rules, explains why depreciation can be a powerful tool for investors, and shares actionable steps to minimize tax burdens legally. Whether you’re investing in short-term rentals, syndications, or large multifamily properties, this episode gives clear, digestible insight into how to use the tax code to your advantage.

[00:01 - 05:00] Setting the Stage: Why Your CPA Might Be Missing the Mark

Why the right CPA makes a difference for real estate investors
How Brandon’s firm works with over 800 clients across the U.S
The importance of asking better questions to your accountant

[05:01 - 09:16] Breaking Down the Passive Activity Rules

What the 1986 tax law changed for high-income earners
The two tax buckets: passive and non-passive income
Why most rental income is treated as passive—unless you qualify otherwise.

[09:17 - 13:33] Depreciation and the Real Value of Tax Losses

How depreciation shields cash flow from taxation
Why a paper loss can mean real money saved
The time value of money and why deferring taxes isn’t always ideal

[13:34 - 18:00] Using Passive Losses

Three ways to use passive losses now, not later
Why tracking Form 8582 is non-negotiable
How a 1031 exchange might not always be the best move

[18:01 - 23:16] The Real Estate Professional Loophole

How high-income earners eliminate taxes legally
What it takes to qualify as a real estate professional
Why this strategy is the ultimate move for serious investors

Connect with Brandon:

LinkedIn: https://www.linkedin.com/in/brandonhallcpa/

Key Quotes:

"My mission in life is to educate all landlords—even if you can't work with us, this information empowers you." — Brandon Hall

"Every time that you buy a rental property, you have predefined tax benefits that are baked into that rental property." — Brandon Hall

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

View Details

How does self-doubt affect your ability to lead, and what role does your team play in lifting you through it? In this honest and raw episode, Angel and Andy McMullen reflect on the emotional ups and downs of raising capital, the importance of transparency in leadership, and the mental health challenges that many entrepreneurs silently face. The conversation covers how supportive teammates can shift momentum, why honesty about burnout and setbacks is critical, and what it really takes to keep going when success doesn’t feel like success. This is a conversation about identity, self-worth, and finding strength in community—far from the highlight reels on social media.

[00:01 - 06:44] The Power of a Confident Team

How the presence of a strong team member can change the tone of capital raising
Why confidence in your pitch is heard more than the pitch itself
The significance of turning competition into motivation and momentum

[06:45 - 12:53] When Roles Shift and Reality Hits

The need to recognize when you’re not in the right role—and why that’s not failure
How reframing responsibilities can restore purpose and performance
The importance of self-reflection during stressful periods

[12:54 - 18:29] Leading With Transparency

Why the need to appear “strong” can hold teams back
The importance of believing that asking for help is a sign of leadership, not weakness
What the team must believe about each other for the organization to work well

[18:30 - 24:14] Mental Health and the Myth of the Finish Line

The significance of acknowledging burnout and depressive cycles in entrepreneurship
Why hitting goals often doesn’t bring the fulfillment people expect
How leaders can build space to celebrate and rest consciously

[24:15 - 31:51] Embracing Authenticity and Letting Teams Evolve

What happens when leaders decide to stop hiding their personal truths
The need for transparency when team goals start to diverge
Why letting team members grow elsewhere can still be a win for everyone

Connect with Andy:

LinkedIn: https://www.linkedin.com/in/andymcmullen/

Key Quotes:

“Asking for help makes you strong.” – Angel Williams

“You’re delusional until it works… and then you’re a visionary.” – Andy McMull

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

View Details

Can being honest about your discomfort become the most strategic move you make for your team?

In this candid conversation, Angel and Andy McMullen unpack how self-awareness, team dynamics, and transparency can make or break a project. They reflect on the power of recognizing when you’re not the right person for the job—and why that's not a weakness, but a strength. From reshaping team roles to optimizing meetings with the EOS framework, they dive into creating momentum and avoiding bottlenecks. They also explore the role of memory, supplements, and honest communication in leadership and collaboration. Whether you're leading a syndication, a startup, or a small team, this episode will give you a clearer lens on effective teamwork.

[00:01 - 06:48] The Right Seat on the Bus

The importance of understanding team members’ strengths
Why discomfort isn’t always a sign of growth—it could be a red flag
The significance of putting people in roles where they can thrive

[06:49 - 12:26] Meetings That Actually Work

How the EOS model can structure meetings for better decision-making
Why tracking progress with “on track/off track” matters
The need for time-managed discussions to protect productivity

[12:27 - 18:09] Memory, Focus, and Brain Health

How supplements like PS and Omega-3 are influencing cognitive performance
The importance of knowing how your memory works
Why improving recall helps leaders operate more efficiently

[18:10 - 24:54] Self-Awareness and Team Contribution

The need for honest reflection: growth vs. impediment
Why selfless leadership can prevent organizational bottlenecks
The significance of letting go of roles for the greater good

[24:55 - 30:01] Transparency, Trust, and Tough Conversations

Why open communication can deepen investor trust
The importance of processing mistakes and miscommunications
What the “stonecutter’s credo” teaches about persistence and teamwork

Connect with Andy:

LinkedIn: https://www.linkedin.com/in/andymcmullen/

Key Quotes:

“You can almost always connect a breakdown to one person. But if you ask the honest questions, you can fix it.” – Andy McMullen

“Even if something makes you feel good, that doesn’t mean you’re the best person to do it.” – Angel Williams

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

View Details

What happens when your real estate team is built on friendship but lacks the right mix of skills, and how do you fix it before it breaks everything? In this episode, Angel welcomes real estate investor and developer Andy McMullen for a deep dive into team dynamics, communication, and the reality of partnerships in the multifamily and build-to-rent space. Andy reflects on two decades of lessons learned—from stumbling through his first syndication to building a high-performing team with diverse skill sets. The conversation unpacks what makes partnerships succeed or fail, the importance of identifying your strengths, and how to set up systems that allow teams to pivot when markets shift.

[00:01 - 05:00] From Residential to Syndication: Andy’s Starting Point

What the transition from brokerage and development to multifamily syndication taught Andy early on
Why build-to-rent is a growing strategy for families and institutional buyers alike
The significance of phased development as a risk management tool

[05:01 - 10:24] | Team Troubles and Realignment

The importance of exit strategies—both for deals and for partnerships
Why some team “divorces” are about fit, not failure
How different personality types impact leadership and team performance under pressure

[10:25 - 15:46] | Discovering and Owning Your Superpower

How Angel and her husband divided roles based on strengths—not assumptions
The need to understand what truly energizes each team member
Why knowing your natural talents isn’t just helpful—it’s necessary

[15:47 - 19:30] | When Being the Smartest Person Fails

Why Andy’s first syndication fell apart—and what he learned from the fallout
The need for humility and delegation in high-stakes deals
The importance of building relationships with investors, property managers, and tenants

[19:31 - 00:23:53] Ego, Leadership, and Letting Go

How Andy redefined leadership by hiring people smarter than him.
The importance of structure and support roles—from COOs to virtual assistants
Why scaling means giving up control and embracing feedback

Connect with Andy:

LinkedIn: https://www.linkedin.com/in/andymcmullen/

Key Quotes:

“If you don't know what your superpower is, send two questions to five people. I got back seven responses that all said the same thing—and it changed how I saw myself.” - Angel William

“I wanted to be the smartest guy on the team. Then I realized I was better off surrounding myself with people who were better at everything I wasn’t.” - Andy McMullen

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

View Details

What if you could build a profitable Amazon business that behaves more like a franchise than a hustle? In this episode, Angel Talks with Neil Twa, founder of Voltage Digital Marketing, about building scalable and sellable Amazon FBA businesses. Neil walks through his strategy of treating e-commerce like a systemized business rather than a side gig, mentoring clients to generate profit within six months. They explore brand building, keyword strategies, supply chain management, and how to avoid the common traps that derail most sellers.

[00:001 – 05:16] From Mentorship to Market Domination

Why working with a small, selective group leads to better outcomes
How Neil uses a franchise-style model to accelerate brand growth
The importance of building profitability into every sale from the start

[05:17 – 10:49] Seeing the White Cars: Training Your Mind for E-comm

What the “white car” analogy reveals about developing market awareness
How 21 days of data analysis conditions sellers to identify product opportunities
Why recognizing invisible patterns is essential to building a successful brand

[10:50 – 15:33] Owning the Niche on Amazon

How brand registration gives sellers competitive advantages others miss
What the 5x5 game plan does to increase Amazon’s algorithmic support
The significance of building a product ecosystem to boost customer lifetime value

[15:34 – 20:50] Pitfalls of Low-Margin Thinking

Why chasing vanity metrics like “Amazon’s Choice” can be financially harmful
How to avoid high-compliance categories and focus on sustainable products
The importance of learning just-in-time inventory from experienced operators

[20:51 – 25:00] The Platinum Principle: Build to Sell

How Amazon’s evolving delivery model may affect brand trust and logistics
Why it’s dangerous to get emotionally attached to your first product
The significance of building a business from the start that is scalable and sellable

Connect with Neil:

LinkedIn: https://www.linkedin.com/in/neiltwa/

Key Quotes:

“Once you see the white cars, you can’t unsee them.” - Neil Twa

“If you’re not a registered brand, you don’t have a business—you’ve got a side hustle.” - Neil Twa

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

View Details

How can you turn someone else’s best-selling product into your million-dollar brand without reinventing the wheel or running ads? In this episode, Neil Twa shares how everyday entrepreneurs are quietly building high-profit Amazon businesses by launching familiar products with a twist. Instead of inventing something new, they're using data to identify trends, improve on existing products, and ride the algorithm to organic sales. Neil walks through the mechanics of “stealing someone else’s girlfriend”—a playful metaphor for launching private label brands that outperform the originals—and explains how to position your brand for exit even before your first sale.

[00:01 - 06:30] The Amazon Opportunity Few Are Using

Why most Amazon niches only have 4–5 real competitors
What it takes to dominate a category with a familiar brand
How to use data tools like Phoenix to find viable products

[06:31 - 12:16] How Belt Buddies Outsold Seat Pets

How Belt Buddies capitalized on an existing product's demand
What a small tweak can do for product differentiation
The significance of selling 8,000 units without any advertising

[12:17 - 18:49] Amazon’s Secret Slipstream

What Amazon’s search engine actually wants from sellers
How latent semantic keywords improve your listing’s visibility
Why understanding Amazon’s "filing system" gives you an edge

[18:50 - 24:00] From Listing to Legacy

The importance of long-term thinking when launching products
How to structure a brand for durability and growth
Why many sellers lose momentum after early success

[24:01 - 28:36] Operational Independence & the Platinum Principle

What operational independence looks like before selling
Why buyers pay more for businesses that the owner no longer runs
How to create a passive eComm asset that’s ready to exit anytime

Connect with Neil:

LinkedIn: https://www.linkedin.com/in/neiltwa/

Key Quotes:

“You don’t need to marry your product—you just need to date one that works.” - Neil Twa

“We sold 8,000 units with zero marketing by ethically stealing our competitor’s traffic.” - Neil Twa

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

View Details

What if your last Amazon purchase could be your next income stream?

Most people use Amazon to buy. Neil Twa teaches how to use it to sell—and not as a hobby, but as a serious, profitable business. In this episode, he outlines how e-commerce, particularly using Amazon's FBA system, can become a long-term asset, not just side income. Neil explains how to think like a seller instead of a consumer, identifies key product opportunities hidden in everyday buying habits, and shares how his clients have built passive income and multimillion-dollar exits from simple product-based businesses.

Whether you’re new to e-commerce or looking to grow beyond the basics, this episode breaks down what it really takes to build a cash-flowing online business from scratch.

[00:01 - 05:00] E-commerce is Not a Hobby

What makes e-commerce a sustainable business model in today’s economy
Why Amazon’s infrastructure helps new sellers scale without massive overhead
The importance of treating e-commerce as a real business, not just a side hustle

[05:01 - 10:57] What the Hell Do I Sell?

How to identify product opportunities by studying your own buying habits
What questions to ask about buyer behavior before launching a product
The importance of shifting from consumer thinking to seller strategy

[10:58 - 15:35] The $500 Toothache Rule

Why people pay more for speed and ease, and how to serve that customer
How to create products that solve urgent problems at higher price points
The importance of targeting buyers who value quality over price

[15:36 - 29:14] Profit Per Unit Over Volume

How to earn more by selling fewer, higher-margin products
Why expanding your SKU count is more effective than chasing volume
The importance of understanding unit economics and realistic growth

[29:15 - 27:04] Similarity + Familiarity = Trust

How to leverage Amazon’s brand trust to grow an unknown brand
Why innovation matters more than invention in product development
The importance of being similar to what’s already selling—but slightly better

Connect with Neil:

LinkedIn: https://www.linkedin.com/in/neiltwa/

Key Quotes:

“Revenue is vanity. Profit is sanity. Cash flow is king.” - Neil Twa

“You’re already sitting on the products you could be selling—you just don’t see them yet.” - Neil Twa

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

View Details

What if your next investment could grow from the ground—literally?

In this episode, Mason Moreland discusses the surprising potential of vineyard investments in Texas. Mason shares the innovative highwire trellising system his team adapted from the West Coast, how economies of scale and mechanization are reshaping agriculture, and why understanding vineyard development is crucial for long-term returns. He also breaks down the financial mechanics, risk mitigation, and insurance strategies that make this a resilient investment model. Whether you're a seasoned investor or just curious about agriculture, this episode offers a fresh angle on capital deployment and risk management.

[00:01 – 05:00] From Dirt to Data: Making Vineyards Work

How Texas’ dry climate gives vineyards a natural edge
What makes their operational model 65% more cost-efficient than competitors
Why bringing in experts early leads to smarter decisions

[05:01 – 10:06] Trellis Tech: The Highwire Advantage

How the highwire system boosts yield and reduces labor
What differentiates highwire from traditional trellising in canopy management
Why mechanization is a game-changer for large-scale vineyard efficiency

[10:07 – 15:10] Growing Value Over Time

What to expect during the first five years of vineyard development
Why most of Texas’ grapes come from a region few talk about
The importance of long-term planning when entering an agricultural investment

[15:11 – 20:18] Mitigating Risks, Maximizing Yields

How insurance protects up to 75% of annual revenue
What natural advantages reduce disease and insect pressure
The importance of modeling for high interest rates and cost overruns

[20:19 – 24:04] Financing Innovation: Why This Asset Class Stands Out

Why vineyard investing can outperform residential real estate
How ag lenders structure loans to align with vineyard timelines
What refinancing at year 8 can do to boost investor returns and reduce risk

Connect with Mason:

LinkedIn: https://www.linkedin.com/in/mason-moreland/

Key Quotes:

"We're producing 75–85% of Texas grapes in a region most people don't even think of." - Mason Moreland

"Insurance is one of our biggest expenses, but also our best friend." - Mason Moreland

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

View Details

What if Texas could lead America’s next wine boom? Most people don’t associate Texas with wine, but Mason Moreland thinks that’s about to change. In this episode, Mason explains how he’s leveraging tech, scale, and experience in traditional real estate to disrupt an overlooked segment of the Texas wine industry. He walks through how his team is reducing operational costs in vineyards, creating affordable, high-quality wines, and building systems to fill a critical supply gap in the market. From climate tweaks to custom crush wineries, Mason’s model is flipping assumptions about what’s possible in Texas agriculture—and he's just getting started.

[00:01 – 05:07] Rethinking Texas Vineyards

Most Texas wine is high-end and small scale
Mason is targeting the $10–$25 bottle market
Reducing labor from 60 people to 3 with scaled tech

[05:08 – 09:33] Climate Tweaks and Testing the Model

Key difference: winter freezes and reversed rainfall
Learning from similar setups and early adopters
Running side-by-side trials to refine their systems

[09:34 – 13:57] Local Culture and Partnerships

Cotton and vineyard farming differ, but share soil lessons
Partnered with generational Texas farmers
Good neighbor relationships matter for vineyard survival

[13:58 – 18:09] The Wine Value Chain and Texas Opportunity

Texas ranks #5 in US wine production
Half the grapes in Texas wines come from out of state
Mason’s focus: grape growing + custom crush services

[18:10 – 22:57] Cost, Yields, and the Millennial Market Shift

Millennials want quality at a lower price
Texas vineyards yield far below their potential
His team is already doubling the state average

Connect with Mason:

LinkedIn: https://www.linkedin.com/in/mason-moreland/

Key Quotes:

“We’re not creating a brand new market—we’re serving an underserved one.” - Mason Moreland

“Nobody in Texas ever built an apartment complex over 15 doors. That’s what we’re changing with vineyards.” - Mason Moreland

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

View Details

What if the next big opportunity in real estate has nothing to do with buildings—and everything to do with grapes? In this episode, Angel sits down with Mason Moreland, founder of Texas Vine Country, to explore an unconventional path in real estate investing: vineyard syndication. Mason shares how he moved from a background in biology and environmental consulting into building and managing wine grape vineyards in West Texas. The conversation highlights how investors can spot disruptive trends, diversify their portfolios outside of traditional multifamily real estate, and capitalize on agricultural niches most people overlook. With humor, insight, and real data, Mason makes a compelling case for why vineyards might be the next frontier for strategic investors.

[00:01 - 04:15] From Lizards to Land Deals * Mason shares his career journey from herpetology to real estate * Emphasizes the value of having a diverse background * Sets the stage for his pivot into vineyard investing

[04:16 - 08:40] The Vineyard Investment Blueprint * Introduction to Texas Vine Country (TVC) and its partnership structure * Explains the process of building vineyards from scratch * Breaks down how syndication works in this agricultural model

[08:41 - 12:00] Why Disruption Matters * Mason explains how to identify industries ripe for disruption * Compares the current state of Texas vineyards to early-stage tech markets * Talks about how disruption creates opportunity for investors

[12:01 - 16:25] The Grape Math * Financial breakdown of vineyard operations * How much land, water, and capital are needed * Timeline from planting to profitability

[16:26 - 21:55] Lessons From the Dirt * Real-world experiences and challenges from running vineyard projects * Importance of resilience and adapting in unfamiliar territory * Final thoughts on building legacy wealth through land-based investments

Connect with Mason:

LinkedIn: https://www.linkedin.com/in/mason-moreland/

Key Quotes:

“I’m not a vineyard expert—I just know how to build the right team around a hard problem.” - Mason Moreland

“Disruption isn’t just about tech. Sometimes, it’s a dirt field no one’s paid attention to in decades.” - Mason Moreland

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

View Details

Taxes can feel like an endless burden, but did you know that IRS tax debt has an expiration date? In this episode, Carlos Samaniego breaks down the often-misunderstood world of tax debt expiration, installment agreements, and IRS mistakes that could work in your favor. He compares tax resolution to medical diagnosis, emphasizing the importance of understanding your full financial picture before taking action. Learn how to avoid costly errors, leverage the 10-year statute of limitations, and make informed decisions about your tax situation.

[00:01 - 04:00] The Myth of Tax Consolidation

Tax debt doesn't consolidate—each year is treated separately
The 10-year expiration period starts based on the filing date, not the tax year
Late filings can significantly extend the time a tax debt remains active

[04:01 - 08:24] Diagnosing Your Tax Debt Like a Doctor

Carlos compares tax resolution to a medical diagnosis
A proper "tax examination" is required before deciding on a resolution strategy
Rushing into an Offer in Compromise is like jumping straight into brain surgery

[08:25 - 12:16] When Doing Nothing Is the Best Strategy

Sometimes the smartest move is to wait for the tax debt to expire
An entertainer’s $500,000 tax debt vanished after strategic patience
Monitoring IRS actions is crucial to avoid unintentional extensions of debt

[12:17 - 16:49] IRS Mistakes & How to Challenge Them

The IRS can make errors in applying the statute of limitations
If a levy is issued on an expired debt, it can be challenged and reversed
Knowing your rights can save you from paying a debt that should no longer exist

[16:50 - 19:55] Finding Light at the End of the Tunnel

There is always a path forward with tax issues
Understanding your tax history can unlock unexpected solutions.
Professional guidance can help navigate complex cases with confidence

Connect with Carlos:

Website: https://www.taxdebtconsultant.com/

Key Quotes:

"The best strategy isn’t always to fight—it might be to wait and let the tax debt disappear on its own." - Carlos Samaniego

"Jumping straight into an Offer in Compromise is like going in for brain surgery without an exam." - Carlos Samaniego

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

View Details

What happens when you've been avoiding IRS letters for years and suddenly realize you need help? Today, Angel and enrolled agent Carlos Samaniego discuss the fear many people experience when dealing with the IRS and tax debt. Carlos shares valuable insights about the various options available to taxpayers who owe money to the IRS, including installment agreements, currently not collectible status, offers in compromise, and bankruptcy. The conversation explores common fears around tax debt, statute of limitations for tax collection, and practical advice for getting back into compliance with the IRS.

[00:01 - 04:00] You're Not Alone in Your Tax Fears

Why many taxpayers avoid opening IRS letters and how to overcome this fear
How to find professional help when dealing with IRS issues
Why now is an ideal time to get back into compliance due to IRS staffing changes

[04:01 - 08:00] Understanding Tax Debt Expiration

How the 10-year statute of limitations can work in your favor
Why monitoring your tax debt expiration dates is critical
How to become compliant by filing just six years of back tax returns

[08:01 - 12:00] Filing vs. Paying: A Critical Distinction

Why filing returns is more important than paying taxes owed
How to avoid serious penalties like what happened to Wesley Snipes
The importance of shifting your mindset about tax debt

[12:01-14:00] Breaking Through the Fear Barrier

How to overcome psychological barriers to addressing tax problems
Why the IRS is more willing to work with you than you might think
The four main pathways for resolving tax debt and how to choose the right one

[14:01 - 19:55] Navigating IRS Resolution Options

How to identify and avoid tax resolution scams
Why partial pay agreements can be better than full installment plans
The benefits of "currently not collectible" status and how it affects the statute of limitations

Connect with Carlos:

Website: https://www.taxdebtconsultant.com/

Key Quotes:

"Filing is way more important than the paying. You gotta file your tax returns." - Carlos Samaniego

"I tell people, if you're somebody that hasn't filed tax returns... Now's the great time to get back into the system nice and slow while the chaos is happening over there." - Carlos Samaniego

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

View Details

What happens when a tax expert starts by confessing their tax nightmare? In this eye-opening episode of "The Academy Presents Real Estate Investing Rocks," host Angel welcomes Carlos Samaniego, an Enrolled Agent (EA) who specializes in helping people resolve their IRS problems. Carlos shares his remarkable personal journey from tax evader to tax expert, revealing how his eight-year battle with unresolved tax issues led him to his current mission of helping others. The conversation provides valuable insights into what happens when you ignore tax problems, the powers the IRS has to collect debts, and practical advice on how to address tax issues before they spiral out of control.

[00:01 - 04:22] From Tax Nightmare to Tax Hero

Carlos explains an EA "fights the IRS for a living"
His specialty is helping non-filers and those with significant tax debt
He positions himself as the "superhero" protecting clients

[04:23 - 08:00] Bad Advice Creates Tax Chaos

One piece of bad advice about exemptions created years of tax problems
Bigger paychecks led to spending rather than saving for taxes
Eight years of unfiled returns led to six-figure tax debt

[08:00 - 12:05] Marriage and Money Secrets

Carlos married without disclosing his tax problems
Tax issues are often kept secret, even from family
Finding professional help became his turning point

[12:06 - 16:34] Personal Struggles to Professional Purpose

Carlos and his wife now run Tax Debt Consultants
Sharing his story actually helped his business grow
Financial issues often stem from fear, not malice

[16:35 - 19:48] IRS Collection Powers Explained

The critical difference between tax liens and levies
Self-employed people face 100% income seizure risk
IRS collections have resumed after the COVID pause

Connect with Carlos:

Website: https://www.taxdebtconsultant.com/

Key Quotes:

"Having a tax problem is one of the biggest secrets that exist." - Carlos Samaniego

"You're not a bad person, but you made a stupid decision. But the good thing is that you've realized that and we can fix that problem." - Carlos Samaniego

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

View Details

Investing in real estate isn’t just about finding a property—it’s about choosing the right market. In this episode, Camilla Jeffs shares how to evaluate markets based on cash flow, appreciation, job diversity, landlord laws, and government incentives. Learn how to align your investments with your financial goals and maximize returns.

[00:01 - 04:00] Cash Flow vs. Appreciation

Coastal markets favor appreciation, while the Midwest offers better cash flow
Commercial real estate allows investors to increase property value
Choose a market that fits your income vs. growth goals

[04:01 - 08:00] Why Job Diversity Matters

Single-industry markets are riskier
Tech companies are shifting to new states
A diverse job market keeps rental demand steady

[08:01 - 12:00] Landlord vs. Tenant-Friendly Laws

Landlord-friendly states offer more protections
Tenant-friendly areas can make evictions harder
COVID-19 exposed risks in strict tenant-law states

[12:01 - 17:00] Government Incentives & Taxes

Some states offer tax breaks for investors
Policies impact long-term profitability.
Research tax benefits before investing.

[17:01 - 21:14] Setting Your Investment Goals

Cash flow vs. appreciation—know your priority
Commercial properties offer value-add potential
Market choice depends on risk tolerance

Connect with Camilla:

LinkedIn: https://www.linkedin.com/in/camilla-jeffs/

Key Quotes:

Are you a cash flow investor, or are you chasing long-term appreciation?” - Camilla Jeffs

“Job diversification is crucial—if a market relies on just one industry, your investment is at risk.”- Camilla Jeffs

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

View Details

What makes self-storage a recession-proof investment? Self-storage stands out as a resilient asset class that thrives in both economic booms and downturns. In this episode, Camilla Jeffs breaks down why self-storage remains in demand, the pros and cons of commercial real estate asset classes like retail, office spaces, and multifamily properties, and key strategies for diversification. She shares personal experiences, industry insights, and practical advice for investors looking to expand their portfolios with stable and scalable real estate assets.

[00:01 - 04:30] The Resilience of Self-Storage

Why self-storage performs well in both upturns and downturns
The psychology behind why people store their belongings
Challenges such as month-to-month tenancy and management difficulties

[04:31 - 08:00] The Decline of Retail and Office Spaces

How COVID-19 reshaped retail and office real estate
Why long-term leases can be both an advantage and a risk
A personal story about the decline of a once-thriving mall

[08:01 - 12:19] The Strengths of Multifamily Investments

The stability of multifamily properties compared to single-family homes
The impact of economic downturns on different asset classes
Tax benefits and passive investment advantages

[12:20 - 16:30] Understanding Multifamily Property Classes

Class A, B, C, and D multifamily properties explained
The risks and rewards of investing in older properties
How value-add opportunities can increase returns

[16:31 - 20:41] The Importance of Market Selection

Key indicators of a strong real estate market
Why job growth and population trends matter
How to identify emerging investment opportunities

Connect with Camilla:

LinkedIn: https://www.linkedin.com/in/camilla-jeffs/

Key Quotes:

"Self-storage is fascinating because in good times, people buy more stuff and need space. In bad times, they downsize but hold onto their things, hoping for better days. Either way, demand stays strong." - Camilla Jeffs

"Multifamily investing is about resilience. Even in economic downturns, people need places to live, making it a lower-risk investment compared to retail and office spaces." - Camilla Jeffs

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

View Details

Many investors start with single-family homes, but is that the best way to build wealth? In this episode, Angel welcomes Camilla Jeffs, a seasoned real estate investor, to discuss the transition from single-family properties to commercial real estate. Camilla shares her journey from DIY landlord to general partner in large multifamily and assisted living investments. She breaks down the key differences between asset types, the challenges of scaling single-family portfolios, and why commercial real estate offers better returns and efficiency. If you’ve been wondering how to level up your real estate investments, this conversation provides a roadmap to diversification and financial growth.

[00:01 - 04:00] From Secret Investor to Industry Leader

Camilla started investing in real estate 19 years ago but kept it private.
Managing scattered single-family rentals was inefficient.
Commercial real estate offered better scalability.

[04:01 - 08:19] The Challenges of Single-Family Rentals

Scaling is slow and requires hands-on management.
Cash flow is limited compared to commercial properties.
Creative financing is useful but complex.

[08:20 - 12:33] The Power of Commercial Real Estate

Larger assets provide better returns and stability.
Multifamily and assisted living properties generate more consistent cash flow.
Strong management teams are essential.

[12:34 - 16:49] Exploring Alternative Asset Classes

Senior housing demand is rising but requires specialized management.
Industrial real estate benefits from e-commerce growth.
Self-storage offers low costs and high ROI.

[16:50 - 19:44] Investing in the Future of Real Estate

Diversification across asset types reduces risk.
Passive investors can access commercial real estate for long-term gains.
Research and networking are key to finding the right deals.

Connect with Camilla:

LinkedIn: https://www.linkedin.com/in/camilla-jeffs/

Key Quotes:

"Cash flow in single-family real estate isn’t what people think—sometimes you’re only making a couple hundred dollars a month per property." – Angel Williams

"Commercial real estate is a better vehicle for building wealth than single-family homes. The cash flow, scalability, and efficiency are game changers." – Camilla Jeffs

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

View Details

In this episode of the Teacher's Alternative Income Podcast, Angel Williams sits down with Alexandria Breshears, founder of Private Lending Lessons, to explore the often-misunderstood world of private lending. Alexandria reveals how this collaborative approach to real estate financing benefits both lenders and borrowers, while sharing practical insights on risk management, deal structures, and building successful lending relationships. She also explains how her military community background has shaped her mission to help others achieve financial independence through smart private lending practices.

[00:00 - 06:00] Underwriting: Where the Rubber Meets the Road

Why clear lending criteria are essential for private lenders
Alexandria's specific requirements for the properties she finances
The critical importance of title insurance and property coverage

[06:01 - 12:00] Documentation and Closing: Protecting Your Investment

Why using a real estate attorney familiar with lending is non-negotiable
The importance of proper closing procedures and documentation
How to structure draw schedules for renovation projects

[12:01 - 18:00] Exit Strategies and Getting Repaid

Why Alexandria prefers fix-and-flip loans over buy-and-hold financing
How property sales, refinances, and secondary loans create exit options
The advantages of private lending in a competitive real estate market

[18:01 - 24:00] Finding Qualified Borrowers: The Hide and Seek Game

Why private lenders avoid public advertising of their services
How to network strategically with active investors
The value of referrals from other private lenders

[24:01 - 31:00] Creating Opportunities and Building Relationships

How private lending can help military families and others achieve financial goals
The importance of face-to-face communication in lending relationships
Alexandria's education mission through her Facebook community

Connect with Alexandra:

Website: http://infiniteroadcapital.com/

Key Quotes:

"Private lending is very collaborative, very flexible, and very profitable." – Alexandria Breshears

"Get extremely clear on what you are willing to lend on... and don't be afraid to stick to your guns." – Alexandria Breshears

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

View Details

How can private lending help investors build wealth without the stress of property management? Angel sits down with Alexandria Breshears, a private lender and educator, to break down the fundamentals of private lending. Alexandria explains how it differs from hard money lending, the key protections lenders need, and why it’s an attractive option for investors looking for passive income. She also shares negotiation tips, common misconceptions, and best practices for building strong borrower-lender relationships.

[00:01 - 06:20] What Is Private Lending?

A hands-off way to invest in real estate without managing properties
Especially appealing to women investors looking for flexibility
Less stressful than wholesaling or direct property ownership

[06:21 - 12:48] Private Money vs. Hard Money * Private lenders control their own capital; hard money lenders follow strict institutional guidelines * Hard money loans have rigid terms, while private lending offers flexibility * Beware of “private lenders” claiming to lend in all 50 states

[12:48 - 18:31] How Private Lenders Protect Themselves * Always secure loans with a recorded lien on the property * Conduct title searches and require lender’s title insurance * Personal guarantees from borrowers add an extra layer of security

[18:32 - 24:09] Loan Terms & Negotiation Tips * Lenders can negotiate origination points, prepaid interest, and escrow reserves * Most private loans are short-term (3-12 months) and interest-only * Second lien positions offer higher returns but come with more risk

[24:10 - 29:28] Building a Strong Lending Business * Private lending is relationship-based—successful borrowers keep coming back * Setting clear lending criteria prevents bad deals * Due diligence on borrowers is essential to minimizing risk

Connect with Alexandra:

Website: http://infiniteroadcapital.com/

Key Quotes:

"Private lending gives you control—you set the terms, and you don’t have to deal with property headaches." - Alexandria Breshears

"Private lending is one of the only investment strategies where the other person pays for your investment to be insured." - Alexandria Breshears

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

View Details

Investing in real estate can be a game-changer, but how do you do it strategically? In this episode, Angel sits down with Michael Drew, a real estate investor and property management expert, to break down the process. They discuss the power of vertically integrated real estate investing, how to scale a portfolio efficiently, and why action beats endless research. Michael shares real-life examples of investors who built wealth through rental properties, the benefits of landlord-friendly states, and the importance of treating real estate as a business rather than a passion project.

[00:01 - 04:46] The Power of Vertical Integration

How investing with a vertically integrated company simplifies the process
The role of property management fees in rental investments
Why having the right mortgage broker makes all the difference

[04:07 - 08:57] Rent Increases and Property Management Strategies

The importance of raising rent to match market value
How lazy landlords lose money without realizing it
The eviction and late payment policies that keep cash flow steady

[08:59 - 12:19] Why Pensions Are Dying & What Investors Need to Know

The history behind the decline of pension systems
Why 401(k)s shifted financial responsibility onto employees
How real estate provides stable, long-term income compared to traditional retirement plans

[12:20 - 16:33] Leveraging Real Estate for Major Life Events

How investors use properties to pay for weddings, college, and emergencies
The power of cash-out refinances and 1031 exchanges
A real-life example of an investor funding Yale tuition with rental properties

[16:34 - 19:10] Taking Action: The Key to Real Estate Success

Why knowledge without execution won’t build wealth
Common misconceptions about real estate investing
How to overcome analysis paralysis and make your first move

Connect with Michael:

LinkedIn: https://www.linkedin.com/in/michaeldrew212/

Facebook: https://www.facebook.com/RealEstateDone4U/

Key Quotes:

"You have to take action. Reading books is great, but if you never do anything with that knowledge, it’s useless.” – Michael Drew

“Rent is due on the first, late on the fifth, and we evict on the 16th. It’s that simple.” – Michael Drew

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What if financial freedom meant working on your own terms? Many people assume that financial security requires trading time for dollars, but what if there was another way? In this episode, Angel and Michael Drew dive into the realities of wealth-building, breaking free from traditional employment, and setting up financial safety nets. They discuss the importance of multiple income streams, the value of financial education for women, and why investing wisely can lead to freedom and flexibility. With personal insights and practical advice, they explore how to create a sustainable future, navigate financial challenges, and ensure long-term stability.

[00:01 - 04:23] The Myth of the 5 AM Club

Productivity looks different for everyone; understanding your peak performance time is key
Financial independence allows for flexibility in work schedules
Trading time for money can be restrictive—building assets changes the equation

[04:24 - 08:08] "A Man is Not a Plan" – Women & Financial Independence

Women should cultivate financial independence, regardless of marital status
Alternative income sources provide security in case of unexpected life changes
Investing wisely ensures stability beyond traditional employment

[08:09 - 12:33] Wealth Beyond the Paycheck

Passive income streams allow people to step away from toxic work environments
Investing in real estate and alternative assets can generate consistent returns
Financial freedom isn’t about hitting it big but about creating sustainable income

[12:34 - 15:19] The Role of Failure & Learning in Investing

Mentors and coaches can accelerate financial learning
Failing early is better than failing late; learning from mistakes is crucial
Investing should be treated as a business, not a hobby, for real success

[15:20 - 18:49] Trust, But Verify – Investing with Confidence

Due diligence is essential when working with financial partners
Educated investors make smarter decisions and minimize risk
Having a solid financial plan prevents missteps in volatile markets

Key Quotes:

"A man is not a plan. Women need to have their own financial foundation—invest wisely and take control of your future." - Michael Drew

"You don’t learn by succeeding. You learn almost everything by failing." - Michael Drew

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What’s holding you back from true passive income in real estate? Many investors struggle with balancing cash flow, scalability, and vacancy risks in real estate. Michael Drew, founder of Real Estate Done For You, shares how he transitioned from stock market trading to real estate investing, managing over 1,100 properties. He breaks down the systems and strategies that make single-family rental investments a reliable source of passive income. From navigating 1031 exchanges to avoiding high-risk markets, Michael reveals the key decisions that separate successful investors from those stuck in uncertainty.

[00:01 - 04:16] From the Trading Floor to Real Estate

Michael Drew’s journey from stock trading to real estate investing.
The importance of cash flow and passive income
Why he pivoted from stock market strategies to real estate

[04:17 - 08:34] Vacancy Risks & How to Avoid Them

The impact of job markets on rental property demand
Why picking the right location eliminates long vacancies
How systems and discipline create predictable results.

[08:35 - 14:24] 1031 Exchanges & Scaling Your Portfolio

How investors can roll over equity without paying capital gains taxes
Understanding cap rates and financing strategies
The role of no-doc loans in expanding a rental portfolio

[14:25 - 18:59] The Power of Single-Family Investing

Why single-family homes offer better exit strategies
The benefits of investing in properties that appeal to end buyers
Comparing single-family exits to multifamily and commercial deals

[20:00 - 23:57] Leveraging Experts & Building Wealth

The mindset shift from DIY investor to business owner
How hiring the right professionals saves time and increases returns
The difference between being rich and being truly wealthy

Key Quotes:

"You don’t rise to your goals, you fall to your systems.” - Michael Drew

"Wealthy people have time, rich people have money. If you want financial freedom, start thinking about time as your most valuable asset.” - Michael Drew

Connect with Michael:

LinkedIn: https://www.linkedin.com/in/michaeldrew212/

Facebook: https://www.facebook.com/RealEstateDone4U/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

View Details

What makes self-storage a recession-proof investment? Self-storage has become one of the most resilient and lucrative asset classes in real estate. But what makes it so unique? In this episode, Angel Williams sits down with Joe Downs to uncover the strategies behind self-storage investing, pricing models, and why major players manipulate the market. They also discuss how generational shifts impact demand, the role of technology in facility security, and what investors need to know before entering the space. If you’ve ever wondered whether self-storage is a good investment or how pricing structures actually work, this conversation breaks it all down.

[00:01 - 04:00] The Psychology of Learning in Real Estate

Learning new asset classes is about stacking knowledge, not starting from scratch
Self-storage shares 80% of the fundamentals with multifamily real estate
The real challenge is understanding industry-specific terminology and operations

[04:01 - 08:23] How Big Players Dominate the Market

Large storage companies manipulate pricing with steep discounts, then raise rates drastically
Their strategy forces smaller operators to lower rates, affecting competition
Customers are often unaware of price hikes due to auto-pay and infrequent visits

[08:24 - 13:49] Generational Shifts & The Growing Demand for Storage

Millennials and Gen Z are more likely to use storage than previous generations
Smaller living spaces and lifestyle preferences increase storage reliance
Self-storage thrives in both economic booms and downturns, making it recession-resistant

[13:50 - 18:05] Security, Technology, and Preventing Theft

Modern storage facilities use Bluetooth access to track individual entries
Upgraded lighting, fencing, and AI security reduce crime rates
Remote monitoring allows facility owners to manage security from anywhere

[18:06 - 23:56] Expansion vs. Optimization: How Investors Maximize Profits

Value in self-storage investing comes from expansion or improving operations
Some properties hold potential for future development based on market demand
Strategic pricing adjustments and marketing drive higher occupancy rates

Key Quotes:

"Self-storage is a sticky business—just like a gym membership, there’s never a good time to cancel." — Joe Downs

"Millennials aren’t minimalists—they just live in smaller spaces but still want all the same stuff." — Joe Downs

Connect with Joe:

Website: https://www.belrosestoragegroup.com/

LinkedIn:https://www.linkedin.com/in/joe-downs-7990851/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

View Details

What if your next investment move was hiding in plain sight? When Joe Downs received an unexpected email about self-storage investing, he had no idea it would completely change his business trajectory. From buying distressed second mortgages to building a thriving self-storage empire, Joe shares his journey of pivoting during tough times, navigating industry shifts, and uncovering hidden opportunities in real estate. He breaks down why self-storage is one of the most overlooked yet lucrative asset classes, how technology is reshaping the industry, and why now is the best time to invest.

[00:01 – 05:26] Behind the Scenes of the Debt Market

Why banks are cautious about selling loans and how it affects investors
The CFPB’s role in changing the debt-buying landscape
How Joe navigated a three-year period with no new loan acquisitions

[05:27 – 10:48] The Unexpected Path to Self-Storage

How a simple email introduced Joe to self-storage investing
Why self-storage was an overlooked niche in commercial real estate
The surprising similarities between distressed second mortgages and storage facilities

[10:49 – 15:31] Mom & Pop-Owned Storage: The Hidden Goldmine

How 70%+ of self-storage facilities are still owned by small investors
The common mistakes these owners make and how investors can capitalize
The role of technology in transforming storage facility operations

[15:32 – 20:19] Why Self-Storage is a Smart Investment Today

Why the current market correction presents a buying opportunity
How aging storage owners are creating a wave of motivated sellers
The power of SBA loans in making storage investing accessible

[20:20 – 25:13] The Future of Storage & Real Estate Investing

The technology driving the next generation of storage facilities
Why monthly pricing models give storage an edge over multifamily investing
Lessons learned from navigating economic cycles in real estate

Key Quotes:

"When I saw that over 70% of storage facilities were still owned by mom-and-pop operators, I knew there was an opportunity." – Joe Downs

"Self-storage isn’t the future – it’s happening now. And the biggest players don’t even see it yet." – Joe Downs

Connect with Joe:

Website: https://www.belrosestoragegroup.com/

LinkedIn:https://www.linkedin.com/in/joe-downs-7990851/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

View Details

What if every setback in your career was a setup for something greater?

In this episode of The Academy Presents Real Estate Investing Rocks, Angel welcomes Joe Downs, CEO of Belrose Storage Group, for a deep dive into self-storage investing. Joe shares his winding journey from financial advisor to entrepreneur, real estate investor, and distressed debt expert. He reveals how failures—like losing a bar business—became stepping stones to success, the power of persistence in wholesaling, and why self-storage is one of the most lucrative real estate niches today.

[00:01 - 04:13] The Wake-Up Call: From Finance to Real Estate

A career in financial advising wasn’t fulfilling, prompting Joe to seek new opportunities
9/11 provided a moment of reflection, making him question his long-term career path
Seeing the wealthiest people Joe knew thriving in real estate inspired his pivot

[04:14 - 08:25] Lessons from Failure: The Bar Business & Beyond

Entrepreneurship comes with risks—Joe’s first major business, a bar, failed
Instead of quitting, Joe saw it as an expensive but valuable education in business
What led Joe to real estate investing, where he started with wholesaling

[08:26 - 12:57] Mastering Real Estate Investing & Raising Capital

Joe transitioned into raising millions for large multifamily and office deals
The importance of networking and relationship-building in real estate
1031 exchanges became a key tool in his real estate investment strategy

[12:58 - 16:07] The 2008 Crisis & the Move into Distressed Debt

The mortgage meltdown changed the game, forcing Joe to pivot again
An opportunity in distressed debt, buying non-performing second mortgages
His experience in capital raising and risk management made this transition successful

[16:08 - 20:57] Why Self-Storage? The Final Pivot to Success

Self-storage investing combines low risk with high cash flow potential
How relationships and creative financing helped him break into this market
Every challenge Joe faced in the past contributed to his expertise in this niche

Key Quotes:

“You’re not losing—you’re learning. Every business challenge is another lesson that prepares you for the next opportunity.” - Joe Downs

“If you want to succeed in real estate, you need relationships. No matter your personality type, building connections is key.” - Joe Downs

Connect with Joe:

Website: https://www.belrosestoragegroup.com/

LinkedIn:https://www.linkedin.com/in/joe-downs-7990851/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

View Details

What if the key to successful marketing isn't just about systems and strategies, but about being the person others naturally turn to for help?

In this enlightening conversation with Julia Anderson, listeners dive deep into the human side of marketing and client relationships. Julia shares valuable insights about matching clients with CMOs, the importance of systematizing successful practices, and how genuine helpfulness becomes a powerful marketing strategy. The discussion reveals how authentic relationships and consistent presence can trump traditional affiliate programs, while also exploring the evolution of marketing approaches as businesses mature.

[00:01 - 05:16] The Art of Perfect Matches

The client-matching process reflects a deep understanding of individual needs
Experience and professionalism help navigate challenging client relationships
Systematic approaches can enhance already successful practices

[05:17 -10:23] Beyond Digital Funnels

Traditional funnels can start with face-to-face connections
The importance of having systems to maintain relationships
How AI and data collection could revolutionize understanding client needs

[10:24 - 14:54] Content Creation Strategy

Converting real-world problems into valuable content
The power of repurposing content in different formats
Building relationships beyond affiliate programs

[14:55 - 18:09] The Evolution of Marketing Relationships

Shifting from affiliate programs to meaningful connections
The value of being a helpful resource in your industry
The impact of authentic assistance over monetary exchanges

[18:10 - 22:13] Building Consistent Connections

The power of showing up consistently for your community
Vulnerability as a relationship-building tool
The importance of making yourself accessible to your audience

Key Quotes:

"Your candle doesn't go out if you light another one." - Julia Anderson

"Being vulnerable and expressing that everyone is going through the same stuff... that is a common ground to build a relationship and friendship upon." - Julia Anderson

Connect with Julia:

Website: https://capitalmarketingofficers.com /

LinkedIn:https://www.linkedin.com/in/andersonjulia/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

View Details

Retail giants and digital platforms use subtle strategies to shape customer behavior, maximizing time spent in stores and online. In this episode, Angel and Julia Anderson dive into the psychology behind these tactics, discussing everything from store layouts to marketing funnels. They explore how understanding consumer behavior can transform business strategies and personal decision-making.

[00:01 - 04:30] The Hidden Power of Store Layouts

Retailers use strategic layouts to keep customers in stores longer
Even minor adjustments can significantly impact annual revenue
The frustration of changing store layouts is often a deliberate marketing tactic

[04:31 - 08:17] Target Audience vs. Avatar: What Really Matters?

Defining a broad target audience versus a highly specific avatar
The common link among customers is often the problem they need solved
Understanding customer motivations leads to better marketing strategies

[08:18 - 13:22] The Power of Problem-Solving in Marketing

Successful businesses position themselves as solutions to customer pain points
Many people delay seeking help, assuming they can figure things out alone
The moment they recognize the need for an expert, transformation begins

[13:23 - 18:44] Who, Not How: The Secret to Scaling a Business

Delegation is crucial for business growth and efficiency
Entrepreneurs often slow themselves down by trying to do everything alone
Investing in the right team accelerates success while saving time and money

[18:45 - 22:32] Managing Ideas and Avoiding Overwhelm

Entrepreneurs often struggle with prioritization and execution
Keeping an "idea document" helps structure business decisions
A strategic approach ensures resources are focused on the most impactful projects

Key Quotes:

"Marketing is all about solving a problem your audience already has." – Julia Anderson

"Your target audience isn’t just one ideal customer—it’s a range of people with the same core problem that you solve." – Julia Anderson

Connect with Julia:

Website:https://capitalmarketingofficers.com /

LinkedIn:https://www.linkedin.com/in/andersonjulia/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

View Details

Many real estate investors struggle with the marketing side of raising capital, often underestimating the importance of branding and visibility. Julia Anderson, founder of Capital Marketing Officer, shares how she helps investors build a solid marketing foundation to attract new investors, nurture leads, and establish credibility. She discusses the power of storytelling, the importance of personal branding, and why capital raising is more about relationships than just having a great deal.

[00:01 - 04:24] From Restaurant Marketing to Real Estate Revolution

The transition from traditional marketing to real estate syndication
Birth of Capital Marketing Officer through industry pain points
Value of building marketing foundations for scalability

[04:25 - 08:55] The Psychology of Capital Raising

Marketing strategies for different investor relationships
Importance of trust-building in investment relationships
Balance between personal connections and professional marketing

[08:56 - 13:38] Authenticity in Digital Presence

The pitfalls of being a "deal-only" networker
Evolution from behind-the-scenes to personal branding
Power of vulnerability in content creation

[13:39 - 18:19] The Human Touch in Marketing

Personal engagement versus automated solutions
Importance of direct communication in capital raising
The balance between automation and authentic relationships

[18:20 - 22:07] Navigating Public Presence

Managing content authenticity in the digital age
Strategic approach to social media planning
Importance of intentional online presence

Key Quotes:

"People invest in people, not just deals. If you don’t market yourself, how will investors trust you? - Julia Anderson

"You don’t want to be the person who only shows up when they have a deal to pitch. People notice that." - Julia Anderson

"Marketing isn’t just about branding; it’s about building relationships that lead to trust and, ultimately, investments." - Julia Anderson

Connect with Julia:

Website: https://capitalmarketingofficers.com /

LinkedIn: https://www.linkedin.com/in/andersonjulia/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

View Details

Are you leveraging your brand to open doors and create opportunities, even before your first big win?

In this episode, Nicole Pendergrass shares invaluable insights on personal branding, amplifying your reach through social media, and the power of mindset in achieving success. Nicole discusses creating an authentic brand around your strengths, using social media strategically to build credibility, and acting purposefully toward your goals. She also touches on the benefits of virtual networking, setting clear expectations, and the role of accountability in personal and professional growth.

[00:01 - 04:49] The Power of Personal Branding

Understanding yourself as a brand
Identifying your superpowers and building around them
Amplifying your reach beyond one-on-one connections

[04:50] - 08:31 Content Strategies for Social Media Success

What to post if you feel you have nothing to share
Leveraging mindset and personal growth stories
Using social media for accountability and connection

[08:32 - 12:19] The Expectation Effect

Acting with purpose toward success
Setting expectations to create momentum
How the law of attraction works in practical terms

[12:20 - 16:43] Virtual Networking: A Game-Changer

The impact of virtual meetups on business growth
The importance of building global connections
Adapting to technology to avoid missed opportunities

[16:44 - 19:45] Sharing Knowledge and Creating Abundance

Why abundance thinking is key to growth
How sharing information builds stronger communities
Giving doesn’t take away from your success

Key Quotes:

“People see certain things in you that you don’t see in yourself.” – Nicole Pendergrass

“Act as if you believe in success because you do believe it.” – Nicole Pendergrass

Connect with Nicole:

Company Website: https://noirvestholdings.com/

LinkedIn: https://www.linkedin.com/in/nicole-pendergrass/

Instagram: https://www.instagram.com/nvestornikki/

Facebook: https://www.facebook.com/nvestornikki/

Youtube: https://www.youtube.com/@TheShareTheWealthShow

https://www.youtube.com/@OfficialNoirvest

Calendly: https://calendly.com/noirvest/30-minute-connection-call

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

View Details

How can you use social media to connect authentically and unlock opportunities without falling into the "comparison trap"?

In this episode, Nicole Pendergrass dives into the power of networking in the virtual world, emphasizing authenticity in social media use. She shares personal stories, actionable tips, and key strategies to transform online interactions into real-life opportunities. Nicole discusses overcoming comparisonitis, leveraging unique strengths, and creating meaningful connections.

[00:01 - 04:57] The Comparison Trap

Avoid comparing your full life to others' curated posts
Authenticity fosters genuine connections and reliability
Accept life's imperfections—it's okay if your journey is messy

[04:58 - 08:15] Turning Social Media into Real Opportunities

Use social media to build professional relationships that translate to real-life collaborations
Consistent networking leads to unexpected opportunities and connections
Authentic engagement beats passive scrolling—be proactive in reaching out

[08:16 - 12:31] Identifying Your Strengths

Perform an internal audit to recognize your transferable skills and passions
Tailor your networking approach based on your unique value proposition
Avoid vague offers of help; come prepared with specific ways you can add value

[12:32 - 16:43] Warm Connections and Research Strategies

Build rapport before initiating professional conversations to create warm leads
Use online communities and groups to interact and establish credibility
Reference shared interests or posts when reaching out to potential collaborators

[16:44 - 20:30] The Mindset Shift for Networking Success

Treat potential partners as equals rather than superiors
Frame networking as a mutual value exchange, not a one-sided request
Confidence and preparation lead to fruitful partnerships

Key Quotes:

"Use social media to push yourself forward as a worthy rival, not a competitor." – Nicole Pendergrass

"Don't ask, 'How can I help?'—instead, identify what value you can bring." – Nicole Pendergrass

Connect with Nicole:

Company Website: https://noirvestholdings.com/

LinkedIn: https://www.linkedin.com/in/nicole-pendergrass/

Instagram: https://www.instagram.com/nvestornikki/

Facebook: https://www.facebook.com/nvestornikki/

Youtube: https://www.youtube.com/@TheShareTheWealthShow

https://www.youtube.com/@OfficialNoirvest

Calendly: https://calendly.com/noirvest/30-minute-connection-call

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

View Details

What if your next business breakthrough lies in a simple conversation?

Discover how networking, often overlooked, can be the game-changing tool for securing funding, deal flow, and even partnerships in the real estate world. In this episode, Nicole Pendergrass breaks down her transformative journey from hesitant networker to accomplished deal-maker. Learn actionable steps to enhance your confidence, grow your connections, and use social media as a powerful tool to establish credibility.

[00:01 - 04:46] The Power of Networking

Why networking is critical for deal flow and lead generation
Nicole shares her initial struggles with confidence in networking
The importance of making yourself known to the right people

[04:47 - 08:37] Overcoming Networking Challenges

Nicole's early hesitations about her qualifications to network
Joining a supportive community to learn and grow
How COVID-19 accelerated the shift to virtual networking

[08:38 - 12:34] From Connections to Collaborations

Nicole's journey to finding her first commercial deal through referrals
The value of being part of a mastermind group
How introductions within a network led to her first partnership

[12:35 - 17:12] The Role of Social Media

Overcoming fears of oversharing
How consistent posting on social media brought opportunities
The mindset shift required to showcase your journey

[17:13 - 21:22] Financial Insights for Wealth Building

The importance of shifting financial habits
Using credit cards wisely to build wealth and security
Why sharing financial knowledge can create ripple effects for others

Key Quotes:

“It’s not about who you know; it’s about who knows you.” – Nicole Pendergrass

“Sharing your journey—even if you’re just starting—builds trust and opens doors.” – Nicole Pendergrass

Connect with Nicole:

Company Website: https://noirvestholdings.com/

LinkedIn: https://www.linkedin.com/in/nicole-pendergrass/

Instagram: https://www.instagram.com/nvestornikki/

Facebook: https://www.facebook.com/nvestornikki/

Youtube: https://www.youtube.com/@TheShareTheWealthShow

https://www.youtube.com/@OfficialNoirvest

Calendly: https://calendly.com/noirvest/30-minute-connection-call

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

View Details

How does the puzzle of high-stakes investment funds come together to create win-win solutions for everyone involved?

In this episode, Melanie McDaniel, a seasoned expert in structuring investment funds, shares her journey into the world of capital raising, the nuances of SPVs (Special Purpose Vehicles), and the importance of building transparent, investor-friendly fund structures. From personal anecdotes to actionable insights, she breaks down the complexities of fund management and highlights the value of focusing on one's strengths.

[00:01 - 03:56] The Risk and Reward of Angel Investing

High-risk investments can yield substantial returns but require careful due diligence
Understanding one's financial limits is crucial before diving into angel investing
Working with a team mitigates risks and amplifies success

[03:57 - 06:16] Knowing Your Strengths in Capital Raising

Delegating tasks based on strengths leads to better outcomes
Building a like-minded team fosters efficiency and enjoyment in work
Capital raising requires perseverance and adaptability

[06:17 - 09:37] The Art of Structuring Funds

Transparent fund structures instill investor confidence
Flexibility in deal structuring creates opportunities for diverse investments
Clear communication simplifies complexities for investors

[09:38 - 12:14] Lessons from the Field

Learning from experienced mentors accelerates growth
A collaborative approach leads to better fund management
Constant learning and adapting are essential in this field

[112:15 - 15:55] The Power of Collaboration

Surrounding yourself with experts enhances the results
Sharing responsibilities enables team members to focus on their strengths
Collaboration fosters innovation and long-term success

Key Quotes:

"If it’s not a win across the board, I don’t want to do it." – Melanie McDaniel

"A confused mind doesn’t buy." – Melanie McDaniel

Connect with Melanie:

LinkedIn: https://www.linkedin.com/in/melaniemcdanielinvest/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

View Details

How can private equity fund managers create win-win opportunities for investors and sponsors while navigating complex financial structures?

In this insightful episode, Melanie McDaniel, founder of Freestyle Capital Group, shares her expertise on structuring Special Purpose Vehicles (SPVs) to unlock exclusive investment opportunities. Melanie dives into the intricacies of Average Annualized Return (AAR), explains the costs and benefits of managing SPVs, and discusses how fund managers balance risk, return, and investor satisfaction. Whether you're a seasoned investor or just curious about how private equity works behind the scenes, this episode sheds light on the strategies, challenges, and rewards of this fascinating industry.

[00:01 - 03:50] Breaking Down the Alphabet Soup

What AAR and IRR really mean for investors
The cleanest way to calculate and present returns
Why SPVs offer more value than going direct

[03:51 - 06:34] The True Costs of Managing an SPV

Hidden fees: Maintenance, investor portals, and legal requirements
Why SPVs require substantial upfront and ongoing costs
The importance of aligning returns for all stakeholders

[06:35 - 09:18] Negotiating for Investors' Best Interests

Key considerations when working with sponsors
How fund managers ensure transparency and protect investors
The role of due diligence in structuring profitable deals

[09:19 - 13:48] Benefits of Investing Through an SPV

Access to exclusive deals and lower minimums
Tax advantages and diversified portfolios
The boutique experience: Personalized investor relations.

[13:49 - 17:40] Equity vs. Debt: Making the Right Choice

Comparing equity and debt structures in syndications
The risks and rewards of each approach
Why risk capital is a challenging yet crucial piece of the puzzle

Key Quote:

"SPVs create opportunities for smaller investors to achieve returns they wouldn’t get otherwise." — Melanie McDaniel

Connect with Melanie:

LinkedIn: https://www.linkedin.com/in/melaniemcdanielinvest/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

Have you ever wondered how to simplify raising millions for real estate investments while ensuring better returns for all parties involved?

In this episode, Angel sits down with Melanie McDaniel, founder of Freestyle Capital Group and a private equity real estate fund manager. Melanie demystifies the concept of single-purpose entities (SPEs) or single-purpose vehicles (SPVs), explaining their transformative potential for capital raisers, operators, and investors. She shares actionable insights on structuring deals to attract significant investments, the mechanics behind SPVs, and their benefits to real estate syndications.

[00:01 - 03:00] What Are SPVs?

Introduction to single-purpose entities and their purpose
Differences between SPVs and direct syndications
How SPVs create flexibility for investors

[03:01 - 06:17] Structuring Your SPV

Importance of aligning SPV terms with investor needs
SPVs versus funds of funds in real estate deals
Key compliance and legal considerations

[06:18 - 09:36] Benefits of Working with SPVs for Operators

Why operators should understand SPV structures
Creating attractive terms to bring in larger investments
Building long-term relationships with SPV fund managers

[09:37 - 12:16] Share Classes and Arbitrage Explained

Leveraging different share classes to attract SPVs
How arbitrage works for fund managers
Real-life scenarios demonstrating profitability

[12:17 - 16:13] Scaling with SPVs: The Long-Term View

How SPVs open doors to larger, more lucrative deals
The role of sophisticated investors in scaling operations
Best practices for building partnerships with SPVs

Key Quotes

“We get one life to live. Don’t wait to do the things you love—do it now.” – Melanie McDaniel

“If you can build in terms of attracting SPVs, you’ll unlock larger checks and long-term partnerships.” – Melanie McDaniel

Connect with Melanie:

LinkedIn: https://www.linkedin.com/in/melaniemcdanielinvest/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What distinguishes a truly valuable client or investor from someone who could jeopardize your success?

In this enlightening episode, Edmund Chien explores the art of identifying the right investors and building lasting relationships in financial services. He shares lessons from his decade-long experience working with high-net-worth clients, his approach to empathy and transparency during crises, and his military-inspired discipline for leading with integrity. Together, they discuss the pitfalls of transactional thinking, the importance of understanding client expectations, and the transformative impact of adopting a service-first mindset.

[00:01 - 04:01] The Millionaire Next Door

Wealth isn’t always visible—focus on attitudes and habits over appearances
Observing multiple successful people reveals common patterns and pitfalls
Selectiveness in choosing clients leads to better outcomes for everyone

[04:02 - 08:22] Lessons from 2008

Crisis highlights the need for careful client vetting
Communication during tough times builds trust and loyalty
Red flags like frequent advisor changes often indicate future challenges

[08:23 - 12:54] Empathy as a Superpower

Proactive communication in crises distinguishes great advisors
Caring for others during adversity can transform professional relationships
Integrity and follow-through lead to unexpected opportunities

[12:55 - 16:42] Raising Capital with Character

Balancing the quantity and quality of investors is crucial for success
Empathy and transparency make advisors more referable
Leading by example creates ripple effects in the industry

[16:43 - 19:54] Paying It Forward

Sharing knowledge helps elevate the industry standard
Empathy and integrity build a reputation that inspires trust
Focusing on relationships over transactions ensures long-term success

Key Quotes:

"Not every accredited investor is a good client—some bring more harm than good." - Edmund Chien

"In a crisis, it's not about you; it's about looking after the people you're leading." - Edmund Chien

Connect with Edmund:

LinkedIn: https://www.linkedin.com/in/edmundchien/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How can empathy and understanding your value transform your professional relationships and personal growth?

In this episode, Edmund Chien dives deep into the psychology of self-worth, the balance between humility and confidence, and how empathy can elevate both personal and professional success. They explore limiting beliefs, the exponential power of relationship-driven growth, and actionable insights into developing meaningful connections with clients. Edmund shares his journey, lessons learned as an advisor, and the strategies that helped him stand out in competitive environments.

[00:01 - 04:06] The Struggle with Self-Worth

Valuing your time often reflects how others perceive its worth
Limiting beliefs can hinder professional growth
Confidence starts with understanding your unique contributions

[04:07 - 08:21] The Power of Empathy

Empathy strengthens trust in relationships
Understanding your value through clients’ eyes builds confidence
Delivering consistent and personalized service leaves lasting impressions

[08:22 - 13:34] Linear vs. Exponential Growth

Exponential growth stems from building trust and referral networks
Early-stage effort compounds over time, yielding significant results
"Mining diamonds in your backyard" focuses on nurturing existing relationships

[13:35 - 17:48] Personalizing Client Interactions

Tailor communication frequency based on client preferences
Anticipating client needs fosters loyalty
Direct, clear updates respect high-value clients’ time

[17:49 - 21:22] Building Lifelong Relationships

Meaningful relationships often outlast transactional business models
Maintaining a manageable client base ensures quality service
Investing in fewer but deeper connections leads to greater long-term rewards

Key Quotes:

“You can make a sale and earn a commission, or you can make a friend and earn a fortune.” - Edmund Chien

“True white-glove service starts with empathy—anticipating your client’s needs before they do.” - Edmund Chien

Connect with Edmund:

LinkedIn: https://www.linkedin.com/in/edmundchien/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What’s the secret to forging relationships that span generations in capital raising?

Today, Angel sits down with Edmund Chien, a veteran of the financial services industry, to explore the art of relationship-driven capital raising. With over two decades of experience in private equity, wealth management, and financial mentoring, Edmund shares his journey from a cold caller to managing $70 million in client assets. He discusses the enduring value of relational approaches, the challenges of serving ultra-high-net-worth families, and how empathy and white-glove service distinguish the best advisors.

[00:01 - 04:19] From Cold Caller to Mentor

Edmund’s career evolution: from cold calling to managing $70 million in assets
The importance of mentorship in his transition to training advisors
Leaving licensing restrictions to train globally

[04:20 - 08:34] Relational vs. Transactional Capital Raising

Relationship-driven strategies foster loyalty and long-term growth
The tortoise beats the hare through exponential growth principles
White-glove service creates a deeper connection with clients

[08:35 - 12:57] The Power of Generational Relationships

Relational models enable managing wealth across multiple generations
Clients value genuine care over mere transactions
Empathy is essential in building trust with ultra-high-net-worth families

[12:58 - 16:36] Why Empathy and Service Matter

True white-glove service anticipates client needs
Empathy sets elite advisors apart in today’s self-centered world
Military values of service and sacrifice shaped Edmund’s approach

[16:37 - 20:48] High-Cost, High-Value Models for Success

Ultra-high-net-worth clients prioritize time over money
High-value service requires delivering efficiency and clarity
Transitioning from transactional to relational models is essential for growth

Key Quotes:

“You can make a sale and earn a commission, or you can make a friend and earn a fortune.” - Edmund Chien

“True white-glove service starts with empathy—anticipating your client’s needs before they do.” - Edmund Chien

Connect with Edmund:

LinkedIn: https://www.linkedin.com/in/edmundchien/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What are the red flags and hidden pitfalls in real estate syndication that even experienced investors often overlook?

In this episode, Daniel Holmlund shares invaluable lessons from his extensive career in real estate syndication and investing. With insights drawn from over two decades of experience, Daniel delves into the nuances of raising capital, understanding SEC regulations, and the importance of knowing your investors. He also discusses strategies to build trust and avoid costly mistakes, providing a roadmap for those looking to excel in syndication and passive investing.

[00:01 – 08:00] From Engineer to Syndicator

Daniel's transition from engineering to real estate syndication
Key experiences that shaped his approach to investing
Lessons from trading on the Chicago Board of Trade

[08:01 – 16:26] Building Relationships in Syndication

The critical role of trust in partnerships
Why knowing your investors' goals matters
Structuring syndications for mutual success

[16:27 – 24:34] Avoiding SEC Pitfalls

Key SEC regulations every syndicator must know
Real-life consequences of failing to comply with securities laws
The difference between a syndicator and a broker-dealer

[24:35 – 32:46]The 506(b) Strategy

Benefits of using the 506(b) exemption for syndications
Differences between accredited and sophisticated investors
Tips for establishing pre-existing relationships

[32:47 – 39:10]Engaging and Retaining Investors

Strategies for maintaining investor interest and trust
Using automation and thoughtful gestures to strengthen relationships
Why a thought leadership platform is essential for syndicators

Key Quotes:

"Things are great while they're great, but when they're not, that's when you realize who your partners are." - Daniel Holmlund

"Investors aren’t just funding your deals—they’re trusting you with their goals and dreams." - Daniel Holmlund

Connect with Daniel:

Website: https://alternativeinvestingclub.com/

LinkedIn: https://www.linkedin.com/in/daniel-holmlund/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What if the real secret to generational wealth isn't just about money, but about something far more valuable that can never be replaced?

In this compelling episode, Angel and Clint Harris dive deep into the transformative power of legacy investing and the true meaning of family office mindset. They explore how shifting from transaction-based to relationship-based investing can create exponential growth, while discussing the delicate balance between wealth preservation and character development across generations. The conversation unveils powerful insights about time freedom, location independence, and the profound impact of intentional parenting through financial independence. [00:01 - 04:13] The Art of Strategic Team Building

Small teams enable faster learning and risk management
The importance of bringing in specialized expertise
Finding investors aligned with long-term vision

[04:14 - 08:59] Beyond Quick Returns: The Legacy Mindset

The challenge of finding truly legacy-focused investors
Why flexibility and adaptability are crucial for success
The evolution from survival to stability in investing

[09:00 - 13:12] The Rockefeller Blueprint

Historical contrast between Vanderbilt and Rockefeller legacies
The power of structured wealth preservation
Importance of family constitution and character building

[13:13 - 18:27] Family Constitution: Unity in Diversity

Managing different investment philosophies within families
The power of collective family investment
Balancing individual values with unified vision

[18:28 - 23:14] Time Freedom: The Ultimate Wealth

Transitioning from traditional careers to full-time real estate
Creating flexibility for family emergencies and priorities
Building systems for sustainable financial independence

Key Quotes:

"The real value of my life is time. And if time is the number one asset, you can't get it back." - Clint Harris

"Everybody says they want to have generational wealth... But at the end of the day, they really don't want to wait." - Angel Williams

Connect with Clint:

Website: https://nomadcapital.us

LinkedIn: https://www.linkedin.com/in/clint-harris-543265139/

YouTube: https://www.youtube.com/channel/UCe0F1abrRXQX2KpSl5qEnoA

Podcast: https://podcasts.apple.com/us/podcast/truly-passive-income/id1693667029

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What makes self-storage conversions a promising yet risky venture in today’s challenging real estate climate?

In this episode, Clint Harris shares his expertise in real estate investments, diving deep into the intricacies of self-storage conversions, multifamily syndications, and mobile home parks. Clint offers a candid look at the evolving market dynamics, the hurdles of managing investor expectations, and the power of strategic partnerships. Listeners will gain insights into the risks and opportunities within niche markets, including real-world examples of innovative projects like converting old mills and parking garages into profitable self-storage facilities.

[00:01 – 04:00] Funding and Scaling Real Estate Ventures

Clint discusses raising $10 million for a fund supporting $80 million in storage projects
The benefits of diversifying investments across multiple locations
Key drivers for successful syndication in small-scale operations

[04:01 – 08:33] The Challenges of Market Trends and Investor Expectations

The housing market freeze and its ripple effects on self-storage demand
Why patience is critical in development deal
The importance of educating investors about timelines and risks

[08:34 – 12:54] Self-Storage Conversions: Creative Approaches and Pitfalls

Why feasibility studies are essential for conversions
Challenges with older buildings and zoning compliance
Examples of successful transformations, including old mills and Kmart buildings

[12:55 – 18:15] Navigating Competition and Maintaining Cost Advantages

How Clint’s team stays competitive with lower cost bases
Risks of overpaying or underestimating challenges in new markets
Balancing innovation with proven strategies in real estate

[18:16 – 21:55] The Future of Mobile Home Communities and Accelerated Depreciation

The appeal of mobile home parks in light of potential tax incentives.
Comparing mobile home park developments to other syndication projects
Why mobile home parks could see a resurgence in the coming years

Key Quote: "At some point in your life, your time is worth more than money, and you’d rather partner with an operator who’s doing bigger things on a grander scale.” – Clint Harris

Connect with Clint:

Website: https://nomadcapital.us

LinkedIn: https://www.linkedin.com/in/clint-harris-543265139/

YouTube: https://www.youtube.com/channel/UCe0F1abrRXQX2KpSl5qEnoA

Podcast: https://podcasts.apple.com/us/podcast/truly-passive-income/id1693667029

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How can you transform abandoned spaces into multi-million dollar assets while achieving financial, time, and location independence?

In this insightful episode, Clint Harris shares his journey from medical sales to real estate investing and self-storage conversions. Clint breaks down his evolution through house hacking, Airbnb, and multifamily investments, leading to a lucrative strategy of adaptive reuse with self-storage. He discusses the value of asset class conversion, the challenges of scaling, and his vertically integrated approach to managing storage facilities.

[00:01 - 05:11] From Pacemakers to Properties

Clint’s transition from medical sales to real estate investing
House hacking his first duplex as an entry point
Early lessons from single-family investments

[05:12 - 10:26] Mastering Airbnb and Scaling Up

Scaling to 14 Airbnbs and building a management company
Challenges of balancing cash flow with independence
Transitioning from short-term rentals to self-storage

[10:27 - 15:48] Cracking the Self-Storage Code

Adaptive reuse: converting Walmarts and Kmarts into storage units
How Clint raised $700K for his first project
Key advantages of self-storage compared to traditional real estate

[15:49 - 20:33] Scaling with Vertical Integration

The importance of controlling acquisitions, construction, and management
Achieving financial independence through forced appreciation
The pitfalls of retail investment strategies

[20:34 - 24:07] The Power of Asset Class Conversion

Why commercial properties offer greater scalability
How incremental rent increases drastically boost valuations
Scaling from $150M to a $1B portfolio

Key Quotes: "What we’re really all looking for is financial, time, and location independence.” – Clint Harris

"The value is not in swinging the hammer; it’s in converting the asset class.” – Clint Harris

Connect with Clint:

Website: https://nomadcapital.us

LinkedIn: https://www.linkedin.com/in/clint-harris-543265139/

YouTube: https://www.youtube.com/channel/UCe0F1abrRXQX2KpSl5qEnoA

Podcast: https://podcasts.apple.com/us/podcast/truly-passive-income/id1693667029

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What if building generational wealth isn't about your net worth, but rather about your mindset?

In this enlightening episode, Angel hosts Zihao Wang for an intimate discussion about family office dynamics and the true essence of building generational wealth. Zihao, a second-generation family office member, shares invaluable insights about the transition of wealth between generations, the importance of early financial education, and the delicate balance of trust and responsibility in family business operations. The conversation challenges conventional notions about family offices and offers practical wisdom for those aspiring to build lasting financial legacies.

[00:01 - 04:00] The Mindset of Legacy Building

Family office success depends on a contributing rather than receiving mindset
Specialization is key for different family members
Multi-generational sustainability requires collective family effort

[04:15 - 08:23] Nurturing the Next Generation

The importance of involving children in business from an early age
Why underestimating young people's capabilities is a mistake
Building trust through gradual responsibility delegation

[08:24 - 12:35] Risk Management and Safety Nets

Strategic leverage caps protect against major losses
Regular check-ins and reporting maintain accountability
The value of patient capital in long-term investing

[12:36 - 16:48] Education vs. Experience

Traditional education's role in modern business success
The power of combining formal education with real-world experience
Understanding alternative investment opportunities beyond Wall Street

[16:49 - 21:58] Building Trust in Family Office Partnerships

The contrast between institutional and family office investing approaches
How market downturns test true partnerships
The importance of transparency in maintaining long-term relationships

Key Quotes:

"Family offices get harder and harder the more generations you go down." - Zihao Wang

"Building trust takes many years, ruining trust takes one deal." - Zihao Wang

Connect with Zihao:

Website: https://motivaholdings.com/

LinkedIn: https://www.linkedin.com/in/zihao-wang-mh/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What makes California's competitive real estate market a hidden gem for family offices?

Zihao Wang, head of the real estate division in his family office, shares his journey from managing property to leading acquisitions. This episode dives into his expertise in deep value-add strategies, navigating California’s regulatory landscape, and leveraging 1031 exchanges to maximize returns. Gain insights into creative tax strategies, avoiding over-leveraging, and how small-scale syndications can thrive in today’s market. Whether you're a seasoned investor or new to real estate, this episode offers valuable lessons from one of the most competitive markets in the U.S.

[00:01 - 05:27] Intro: A Family Legacy in Real Estate

Zihao’s transition from fashion to real estate through his family office
Why Southern California remains their core market
Key differentiators in California's competitive real estate environment

[05:28 - 10:49] Why California Over Sunbelt States?

The advantages of staying local in California
Competing in under-50-unit markets
Benefits of California’s 1031 exchange popularity

[10:50 - 15:09] Mastering 1031 Exchanges

Understanding 1031s for different property types
How families leverage this tool for long-term tax benefits
The importance of strategic planning to avoid over-leveraging

[15:10 - 20:55] Managing Risk Through Leverage and Liquidity

Pref and Mez financing: balancing risk and opportunity
Leverage strategies that avoid pitfalls
Liquidity solutions for short-term challenges

[20:56 - 24:12] Creative Tax and Investment Strategies

Diversifying into Opportunity Zones and other tax-friendly assets
Benefits of alternative investments like oil, gas, and car washes
Aligning investments with personal and family goals

Key Quotes:

“Leverage can make or break a deal—plan carefully, or the downside can be catastrophic.” – Zihao Wang

“1031 exchanges aren't just about scaling—they're tools to keep your capital working efficiently.” – Zihao Wang

Connect with Zihao:

Website: https://motivaholdings.com/

LinkedIn: https://www.linkedin.com/in/zihao-wang-mh/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How can building trust and paying attention to detail turn skepticism into confidence in real estate deals?

In this episode, Bishoy M. Habib dives deep into the art and science of deal-making in real estate. From avoiding the dreaded "commission breath" to exploring innovative transaction structures like novations, he unpacks actionable strategies for creating trust and delivering value in every deal. The duo also reflects on how attention to detail, transparency, and creative thinking can bridge gaps in transactions, even involving barter systems. Whether you’re a seasoned investor or just starting out, this conversation is packed with insights to help you approach real estate with authenticity and success.

[00:01 - 03:24] The Perils of Commission Breath

Investors sense desperation; it’s vital to let the deal speak for itself
Trust builds when honesty takes precedence over a hard sell
Details like spelling errors in presentations can break credibility

[03:25 - 06:54] Creative Deals and the Art of Transparency

Novation is a powerful yet underutilized strategy in real estate deals
Transparency in structuring deals fosters goodwill and repeat business
Shady practices in wholesaling have tainted perceptions, but ethical innovations stand out

[06:55 - 09:18] Barter, Yachts, and Real Estate Trades

Bartering opens unconventional opportunities when handled correctly
A middleman can turn complex trades into win-win situations
Flexibility and creativity are assets in unique property exchanges

[09:19 - 12:16] The Timeless Value of Real Estate

Real estate maintains value through inflation, recession, and stagflation
Even damaged properties hold intrinsic worth, making them wealth-builders
Investment mindset shifts when understanding real estate’s resilience

[12:17 - 14:25] Achieving Freedom through Passive Income

True financial independence starts when passive income covers essential bills
Quitting a W2 job allows full focus on wealth-building ventures
Discipline and hard work shorten the path to financial success

Key Quotes:

“Don't have commission breath—let them ask the questions they need to hear.” – Angel Williams

“Money doesn’t buy happiness; it buys freedom, and that’s the most important thing.” – Bishoy M. Habib

Connect with Bishoy:

Website: https://levacylegal.com/

Facebook: https://www.linkedin.com/in/bishoyhabib/

Instagram: https://www.instagram.com/attorneybishoy/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

Have you ever entered a partnership only to realize critical safeguards were missing?

In this episode, Angel Williams and guest expert Bishoy M. Habib share their experiences and insights on creating successful partnerships and avoiding common pitfalls in joint ventures. They dive into the importance of choosing the right professionals, setting clear expectations upfront, and conducting thorough due diligence. Learn actionable steps to protect your investments, navigate disputes, and establish trust for long-term success in real estate and beyond.

[00:01 - 04:26] Missteps in Legal Choices

The risks of hiring generalist attorneys for specialized contracts
Why lack of a tiebreaker in contracts causes disputes
The importance of using professionals with focused expertise

[04:27 - 08:34] The Power of Hard Conversations

Addressing tough topics before committing to partnerships
Why proactive planning prevents finger-pointing later
Analogies to highlight the importance of upfront clarity

[08:35 - 12:48] The Essentials of Due Diligence

How to vet operators and sponsors thoroughly
Spotting red flags in track records and team transparency
Tools and strategies for verifying claims and avoiding scams

[12:49 - 16:29] Financial Safeguards for Investors

Structuring deals to protect your money
Understanding waterfalls, fees, and milestones
How leverage impacts control in partnerships

[16:30 - 19:31] Red Flags in Partnership Deals

How to identify genuine operators versus opportunists
Why trustworthy sponsors care about your financial health
Recognizing pressure tactics as warning signs

Key Quotes:

“It’s always better to have the awkward conversations upfront before people’s money is in it.” – Bishoy M. Habib

“You wouldn’t go to a family doctor for a complicated heart issue—it’s the same with legal and business advice.” – Bishoy M. Habib

Connect with Bishoy:

Website: https://levacylegal.com/

Facebook: https://www.linkedin.com/in/bishoyhabib/

Instagram: https://www.instagram.com/attorneybishoy/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What if the key to thriving in today’s real estate market isn’t what you think — could creative financing be the game-changer for your investments?

In this episode, Angel sits down with seasoned real estate attorney Bishoy Habib. With over 12 years of experience and $12 billion in transactions, Bishoy shares invaluable insights into navigating today's challenging real estate environment. The conversation dives deep into creative financing strategies like "subject to" transactions, seller financing, and the crucial role of a solid legal team. From understanding the intricacies of loan defaults to the potential pitfalls of skipping legal advice, this episode is a must-listen for investors looking to pivot and protect their investments in uncertain times.

[00:01 - 03:58] The Rise of Creative Financing * Subject-to deals leverage low-interest loans * Both buyer and seller face risks; legal expertise is essential * Land trusts can help secure these transactions

[03:59 - 06:45] When Banks Call the Shots * High interest rates push banks to enforce loan covenants * Borrowers can face unexpected defaults * Legal protections like the Garn-St. Germain Act are crucial

[06:46 - 10:31] The Power and Pitfalls of Seller Financing * Seller financing offers flexibility but comes with risks * Ensure contracts include clear default terms * Always secure the title for maximum control

[10:32 - 14:30] The Real Cost of Skipping Legal Advice * Skipping legal help leads to costly mistakes * Invest in legal advice upfront to save in the long run * Preparation prevents expensive litigation

[14:31 - 18:35] Lessons from the Courtroom * Litigation drains time, money, and energy * Preemptive solutions avoid legal battles * A good legal team is an invaluable asset

Key Quotes:

“The best defense is offense — get ahead of potential issues early on.” - Bishoy M. Habib

“If it benefits the bank, they’ll call the loan due, no matter how compliant you’ve been.” - Bishoy M. Habib

Connect with Bishoy:

Website: https://levacylegal.com/

Facebook: https://www.linkedin.com/in/bishoyhabib/

Instagram: https://www.instagram.com/attorneybishoy/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How can technology revolutionize the way we approach real estate investing and business growth?

In this episode, Alexander Perkins shares insights into the tools and strategies that have transformed his approach to real estate and business. From the efficiency of dialers to innovative ways of sourcing leads, Alexander explains how automation and smart processes can save time and drive success. He also discusses his transition from real estate wholesaling to running a successful painting business, offering invaluable lessons on scaling, delegation, and achieving long-term growth. Whether you're a real estate professional or a budding entrepreneur, this conversation is packed with actionable advice to level up your game.

[00:01 - 04:29] What is a Dialer?

Explanation of dialers and their role in saving time
Single-line vs. triple-line dialers for efficiency
How automation powers lead generation

[04:30 - 08:23] Exploring Text Blasting and Voicemail Strategies

How text blasting works and its evolving legal landscape
Insights into ringless voicemail marketing
Challenges of staying compliant in a regulated space

[08:24 - 12:15] Sourcing Lists and Finding Leads

Free vs. paid tools for finding absentee landlords and sourcing leads
Manual vs. automated methods for skip tracing
Why differentiation is key in competitive spaces

[12:16 - 16:54] The Business Component of Wealth Building

Why having a business accelerates wealth creation
Balancing business income with real estate investments
The interplay between business and real estate success

[16:55 - 20:41] Lessons on Delegation and Long-Term Success

Delegation as a tool for scaling a business
The importance of sticking with one pursuit long enough to see results
Strategies to overcome early challenges in business

Key Quotes:

"A triple-line dialer is like having three hands dialing for you—it’s a game-changer." - Alexander Perkins

"Don’t give up. All the gain comes at the end when you’ve stuck through the tough parts." - Alexander Perkins

Connect with Alex:

LinkedIn: https://www.linkedin.com/in/alexander-perkins-rei/

Facebook: https://www.facebook.com/alex.perkins.83/

Instagram: https://www.instagram.com/alex_perkins96/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What does it take to turn a risky property investment into a profitable success, even when starting from the lowest lows?

In this episode, Alexander Perkins explores the highs and lows of real estate investing through personal stories of perseverance, creativity, and resourcefulness. From navigating the challenges of sub-to deals and executive contracts to the emotional toll of sleeping in a woodshed during renovations, Alexander shares insights into overcoming setbacks and building a sustainable real estate portfolio. Along the way, Angel and Alexander discuss master leases, mindset shifts, and the power of making money work for you.

[00:01 - 04:03] Creative Finance 101

Defining executive contracts and sub-to deals
Tax implications and benefits of different strategies
How understanding laws in your state impacts your investments

[04:04 - 08:29] Master Leases: A Versatile Tool

Explaining master leases as "commercial sub-to" options
Why trust is critical in negotiating these deals
Evaluating their pros and cons compared to ownership models

[08:30 - 12:39] Surviving the Renovation Rollercoaster

Alexander’s first live-in hold: balancing a demanding job and home renovations
Facing lows like sleeping in a woodshed or a bathtub
The emotional resilience required to see the project through

[12:40 - 16:45] Lessons from Tough Tenants

Why some landlords avoid rentals after bad experiences
Angel's perspective on shifting mindsets and seeing potential in rentals
Making informed decisions to avoid repeat mistakes

[16:46 - 20:58] Scaling with Creative Hustle

Leveraging city resources to find new opportunities
How Alexander's grit led to his first creative finance deals
The power of starting small and staying persistent

Key Quotes:

“Sometimes, all you can do is put one foot in front of the other and keep going.” – Alexander Perkins

“If someone can truly embody how low the lows were and still see the highs overcome that devastation, it speaks volumes about what real estate can do.” - Angel Williams

Connect with Alex:

LinkedIn: https://www.linkedin.com/in/alexander-perkins-rei/

Facebook: https://www.facebook.com/alex.perkins.83/

Instagram: https://www.instagram.com/alex_perkins96/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What does it take to turn creative financing into a pathway for financial freedom?

In this episode, Alexander Perkins, a real estate investor whose journey has taken him from humble beginnings to mastering creative financing and subject-to-deals, shares his experience transitioning from a W2 job to becoming a full-time investor, his strategies for house hacking, and the importance of building a reliable team for creative real estate transactions. He provides actionable insights on leveraging VA loans, minimizing risks in subject-to-deals, and navigating challenges in wholesaling.

[00:01 - 04:18] From Subcontractor to Investor

Transitioning from dissatisfaction with a W2 job to real estate
The power of frugal living to save for investments
First project lessons: overcoming emotions and learning the ropes

[04:19 - 08:32] The Wholesaling Challenge

Wholesaling as a cash-generation strategy for buying rentals
Debunking myths about wholesaling being "easy."
Balancing excitement for deals with strategic decision-making

[08:33 - 12:11] House Hacking: The Art of Living Lean

Leveraging owner-occupied loans for minimal down payments
The financial benefits of living in investment properties temporarily
Comparing the pros and cons of single-family rentals vs. syndications

[12:12 - 16:20] Understanding VA Loans and Sub-To Deals

Insights into subject-to deals with VA loans and how they work
Risks and mitigation strategies for the due-on-sale clause
Creative financing as a solution for military homeowners

[16:21 - 22:22] Building the Right Team

The importance of a strong transaction coordinator for creative deals
Navigating family dynamics and hiring specialists in real estate transactions
The role of planning and preparation in avoiding costly mistakes

Key Quotes:

"The bank doesn’t want to foreclose; they just want their payments. Understanding this can open up new opportunities." – Alexander Perkins

"You have to build your team before you face challenges; being unprepared can lead to costly mistakes." – Alexander Perkins

Connect with Alex:

LinkedIn: https://www.linkedin.com/in/alexander-perkins-rei/

Facebook: https://www.facebook.com/alex.perkins.83/

Instagram: https://www.instagram.com/alex_perkins96/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

Have you ever wondered if the art of creative financing could be the missing puzzle piece in your property deals?

In this episode, Bill Ham dives into the complexities and opportunities within creative financing, highlighting key strategies and essential insights that empower investors to leverage unconventional financing for real estate success. Bill covers real-world scenarios, cautionary tales, and actionable frameworks that guide investors through lease options, seller financing, and the "SPY Technique" to evaluate deals effectively. Whether you're a seasoned investor or just getting started, this conversation provides an in-depth look at building and protecting your investment by aligning strategy with situational awareness and financial insight.

[00:01 - 05:58] The Risks of Lease Options

Understanding lease option pitfalls and navigating “no-sell” scenarios
The importance of situational awareness in avoiding costly mistakes
Recognizing emotional detachment as a business skill in high-stakes decisions

[05:59 - 10:41] Financing Strategies for Investors

Examining the feasibility of hard money loans vs. traditional lending
Learning about risk tiers and how lenders mitigate potential losses
Knowing when a lender requires “skin in the game” to secure financing

[10:42 - 15:50] Mastering the SPY Technique for Real Estate

“SPY Technique”: a framework to analyze deals with seller, property, and investor considerations
Differentiating successful deal makers by their approach to value creation
Recognizing that the seller’s motivation is crucial to every real estate deal

[15:51 - 20:30] Identifying and Securing Partnerships

The risks of partnerships without genuine value addition
Why aligning with the right partners can safeguard investments
Avoiding pitfalls by assessing value in prospective business partners

[20:31 - 25:54] Lessons from Creative Financing Failures

Embracing failure as a natural part of the investment journey
Building resilience by covering net worth requirements with multiple sources
Leveraging “failure stories” as essential learning for future deals

Key Quotes:

"A good deal is 90 percent seller and 10 percent real estate. No seller, no deal." – Bill Ham

"Getting rescued by a stranger is very expensive. If you don’t think so, call an ambulance." – Bill Ham

Connect with Bill:

Website: https://realestateraw.com/

LinkedIn: https://www.linkedin.com/in/billhamrealestate/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

Are traditional financing methods limiting your investment potential? Discover how creative financing can unlock new opportunities in real estate.

In this episode, Bill Ham dives deep into the evolving landscape of real estate financing, discussing how recent changes in agency lending practices and community bank restrictions impact investors. He shares insights on market cycles, the tightening of lending criteria, and the increasing role of creative financing strategies, such as master lease options (MLO) and seller financing. With anecdotes and examples, Bill explains how these methods can open up new avenues for buyers and sellers facing unique challenges in today's market. Angel Williams joins the conversation, adding her perspective and questions on navigating complex financing terms.

[00:01 - 06:30] The Shadow of Debt: How Lenders Control the Market

Debt’s impact on real estate cycles and market shifts
The roles of Freddie Mac and Fannie Mae in multifamily financing
Why community banks’ entry into the market matters to investors

[06:31 - 12:50] A Hard Market Shift: The Effects of Tightened Lending

Why community banks stop real estate lending without warning
The consequences of restricted financing on distressed assets
Opportunities for investors in creative financing during market downswings

[12:51 - 18:00] Avoiding the Pitfalls of Short-Term Loans

How interest-only loans lead to risky investments
Why long-term cash flow strategies are crucial
The importance of separating gambling from investing

[18:01 - 24:24] Master Lease Options Explained

The advantages of master lease options over traditional sales
When and how to use lease options for multifamily assets
Real-world examples of distressed sellers benefiting from lease options

[24:25 - 29:03] Structuring Deals: Legal and Financial Considerations

How to structure options and avoid common mistakes
The role of legal support in securing creative financing agreements
Essential negotiation strategies for master lease option agreements

Key Quotes:

“Debt is the shadow hand in everything we do in this life.” – Bill Ham

“Creative financing becomes crucial when traditional methods fail to meet the needs of distressed properties.” – Bill Ham

Connect with Bill:

Website: https://realestateraw.com/

LinkedIn: https://www.linkedin.com/in/billhamrealestate/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What strategies do seasoned real estate investors use to handle setbacks without losing momentum?

In this insightful conversation, real estate investor Savannah Arroyo shares her journey through the complex world of multifamily investing. She dives into the art of problem-solving, revealing how she and her team handle setbacks, juggle expenses, and maximize returns for investors. From navigating high-stakes deals to adapting strategies in tenant-friendly markets, Savannah offers a fresh perspective on the challenges and rewards of scaling in real estate. Through real-world examples and candid insights, this episode is a must-listen for anyone looking to understand the resilience needed to thrive in multifamily investing.

[00:01 - 04:54] Overcoming Hurdles in Real Estate Deals

Approach each setback with a solution-oriented mindset
Flexibility in decision-making can save substantial costs
Not focusing on the problem too long helps maintain momentum

[04:55 - 08:18] Balancing Rent and Expense Adjustments

Both rent increases and cost reductions improve investor returns
Enhancements to properties justify rent hikes
Smart renovations can curb out-of-control expenses

[08:19 - 11:17] Adapting During Economic Uncertainty

Staying informed about market trends is crucial for rent strategies
Conservative underwriting ensures stability
Flexibility in response to economic shifts is vital for success

[11:18 - 15:05] Strategic Investments in Tenant-Friendly Markets

Choosing markets requires understanding local tenant laws
Engaging property managers helps navigate market-specific challenges
Investments in tenant-friendly regions may offer unexpected opportunities

[15:06 - 18:26] Navigating Growth and Scaling Challenges

Following intuition can guide effective growth decisions
Hands-on management helps develop essential skills for future partnerships
Every deal offers new lessons and strengthens problem-solving abilities

Key Quotes:

“We don’t focus on the problem because we’re already looking for the solution.” - Savannah Arroyo

“You don’t know what you don’t know until it hits you – that’s when you have to figure it out.” - Savannah Arroyo

Connect with Savannah:

LinkedIn: https://www.linkedin.com/in/savannah-arroyo/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How do real estate investors navigate the delicate balance between managing profitable properties and creating meaningful living experiences?

In this episode, Savannah Arroyo shares the realities of real estate investing, from their family-centered approach to multifamily properties to the intricate balance between managing financial outcomes and fostering quality living spaces. She discusses the shift from single-family to multifamily investments, the teamwork in syndication, and the value of trusted property management. Angel and Savannah also explore the importance of personal connections, reputation, and due diligence in the real estate business, shedding light on what it takes to succeed in this competitive field.

[00:01 - 04:20] Relationships Over Numbers

The importance of focusing on relationships over metrics
The collaborative nature of real estate, particularly syndication
The importance of trust in partnerships, especially between family members

[04:21 - 08:04] From Homes to Investments

The mindset shift required when moving from single-family to multifamily investments
Managing expectations in Airbnb rentals versus traditional rentals
The role of due diligence and involving expert teams

[08:05 - 12:14] Navigating Out-of-State Investments

Savannah's approach to investing out-of-state, particularly in Oregon
They explore the role of family connections in out-of-state investments
The need for reliable property management is emphasized

[12:15 - 16:10] Vetting the Right Property Managers

Angel and Savannah discuss criteria for selecting property managers
The role of intuition in hiring decisions
The impact of communication style on property management

[16:11 - 19:43] Building Trust and Raising Capital

The challenges of capital raising without an established track record
She shares insights into building trust through personal branding and reputation
Using the skill sets from healthcare and parenting to inspire investor confidence

Key Quotes:

"For us, it's about giving people a place to live, but with multifamily, we're also running a business that provides housing." - Angel Williams

"People trust us not just because of our real estate record, but because of who we are outside of it—how we approach life and work." - Savannah Arroyo

Connect with Savannah:

LinkedIn: https://www.linkedin.com/in/savannah-arroyo/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How can strong relationships and strategic planning turn challenging investment conditions into profitable opportunities?

In this episode, Savannah Arroyo, also known as "The Net Worth Nurse," shares her journey into real estate investing and the strategies she employed to turn a challenging 24-unit deal into a lucrative investment. With a background in nursing, Savannah brings a fresh perspective to multifamily syndications, focusing on relationship-building and strategic problem-solving. From overcoming financing hurdles to implementing efficient property management, Savannah walks us through her experience in revitalizing a property plagued by delinquent tenants and deferred maintenance. Her story highlights the power of resilient partnerships, smart underwriting, and adaptability in a rapidly shifting market.

[00:01 - 04:17] Building Wealth as a Nurse

Discovering real estate while on maternity leave
Transitioning from single-family to multifamily investments
Raising capital in uncertain times

[04:18 - 08:29] The 24-Unit Oregon Deal

Insights on securing and managing a value-add property
The role of a motivated seller in closing the deal
Addressing property issues and managing tenant delinquencies

[08:30 - 12:27] Property Management: The Key Partner

Working with management companies on smaller complexes
The importance of on-the-ground maintenance teams
Setting realistic expectations with property managers

[12:28 - 16:53] Financing Multifamily Deals

Navigating credit union requirements and syndication complexities
Involving passive investors for GP roles
Handling challenges with CapEx funding and loan terms

[16:54 - 20:21] The Power of Relationships

Building long-term broker and property management relationships
The importance of transparent communication
Benefits of partnering with local credit unions and management

Key Quotes:

"Relationships are the backbone of successful real estate investing. It’s about being honest, upfront, and clear on what you need."- Savannah Arroyo

"A good property manager doesn’t just follow instructions; they understand the big picture and help you achieve it." - Savannah Arroyo

Connect with Savannah:

LinkedIn: https://www.linkedin.com/in/savannah-arroyo/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How can real estate investors maximize returns while balancing long-term investments with low-maintenance strategies?

In this episode, Cindy Hook shares the nuances of real estate investing, particularly in the mobile home and RV park sectors. She explores the balance between reducing maintenance costs and providing value for investors. Cindy shares insights from her experience at Sonos Capital, emphasizing the importance of long-term gains and steady cash flow. She also discusses the unique challenges and opportunities in combining mobile home parks with RV spots, as well as the potential impact of these investments on the community. Cindy sheds light on the myths surrounding “get-rich-quick” real estate strategies and stresses the importance of playing the long game.

[00:01 - 03:18] The RV and Mobile Home Park Mix

RV pads can be profitable during off-seasons
Mixing RVs and mobile homes requires careful maintenance
Lower maintenance leads to better returns for investors

[03:19 - 07:06] Defining Manufactured Homes

Manufactured homes aren’t easily moved once set up
Keeping homes in place reduces relocation costs
Long-term occupancy lowers expenses

[07:07 - 11:06] The Cost of Moving a Home

Relocating homes is complex and expensive
Homes settle over time, making moves harder
Permanent placement avoids relocation headaches

[11:07 - 15:12] Real-Life Example: Gifting Homes

Gifting homes to tenants lowers maintenance
Tenants become proud homeowners
This strategy increases investor returns

[15:13 - 18:54] The Long Game of Real Estate Investing

Real estate success takes time and patience
Steady cash flow beats quick profits
Long-term commitment leads to success

Key Quotes:

“We always focus on keeping costs low to maximize returns for our investors. That's the priority.” - Cindy Hook

“It's not about getting rich quick. Investing is a long game, and slow and steady wins the race.” - Cindy Hook

Connect with Cindy:

Website: www.sonoscapital.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What if mobile home parks could be the key to affordable housing, offering more than just a place to live but a real sense of community?

In this episode, Angel and Cindy Hook dive into the fascinating world of mobile home parks, debunking common misconceptions and highlighting the growing trend of high-quality, affordable living options. With anecdotes from their experiences and examples from communities they've worked with, Angel and Cindy offer insight into the surprising opportunities that mobile home parks present in today’s real estate market. They also touch on the community-building potential, from landscaping to providing amenities like dog parks, all while maintaining affordability.

[00:01 - 04:19] Mobile Homes: The Misunderstood Gem

Mobile homes are built with high-quality materials like those used in traditional houses
Many mobile homes today include granite countertops and stainless steel appliances
Despite common misconceptions, mobile homes can be modern, beautiful homes

[04:20 - 08:27] Value-Adding to Communities

How mobile home communities benefit from improved infrastructure
Color-coordinated schemes in new mobile homes contribute to aesthetic value
Investors focus on maintaining a balance between quality and affordability

[08:28 - 12:33] Financing the Dream: Mobile Home Opportunities

Financing mobile homes has become easier
Seller financing is a common practice among mom-and-pop sellers
Mobile homes provide an affordable entry into homeownership for many families

[12:34 - 16:01] The Investment Angle: Hidden Benefits

Mobile home parks offer bonus depreciation and tax advantages
Accelerated depreciation benefits investors
Investing in mobile homes is not only about the properties but also the various income streams

[16:02 - 19:13] Building Community: Beyond Housing

Additional services that community spaces can provide
Parks are designed to foster a sense of belonging and pride among residents
Simple amenities like dog parks and playgrounds enhance the community atmosphere

Key Quotes:

"Mobile homes today aren't what people picture from the past. They’re beautiful, high-quality homes that young families can afford and be proud of." - Cindy Hook

“We’re solving the problem of affordability while creating a win-win for both investors and tenants.” – Angel Williams

Connect with Cindy:

Website: www.sonoscapital.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What surprising benefits can mobile home parks offer to both investors and residents that most people overlook?

In this episode of the Academy Presents REI Rocks podcast, Angel sits down with Cindy Hook, a passionate advocate for mobile home parks. Cindy dives into the fascinating history of mobile home communities, dispelling myths and highlighting why this asset class continues to thrive. From the luxurious origins of mobile home parks to their role in solving today's affordable housing crisis, Cindy shares valuable insights on investment opportunities, the shift to tenant ownership, and the importance of creating win-win situations for residents and investors alike.

[00:01 - 4:17] The Allure of Mobile Home Parks

Mobile home parks remain in demand, regardless of market conditions
Proper due diligence is essential for profitability
Investing in mobile homes offers stable cash flow in various economic climates

[04:18 - 08:18] A Glitzy History: Mobile Homes of the 1950s

Mobile homes were once seen as glamorous living spaces
Famous figures lived in and invested in mobile home parks for privacy and cash flow
Despite changes, the potential for high returns persists in today’s market

[08:19 - 12:54] Tenant-Owned vs. Park-Owned Models

Transitioning to tenant-owned homes reduces maintenance responsibilities
Owning a mobile home is a more affordable path to homeownership
Tenants who own their homes tend to stay longer, reducing turnover rates

[12:55 - 16:31] Passive Income and High Returns for Investors

Investors can achieve a 20% cash-on-cash return or more through mobile home park investments
Sonos Capital handles the operations, allowing passive investors to focus on returns
The “parking lot” model offers lower maintenance costs and higher margins

[16:32 - 19:05] Building Generational Wealth Through Real Estate

Real estate, particularly mobile home parks, is a proven method for creating wealth
Mobile home park investments offer accessible entry points for investors
Legacy-building through real estate offers long-term financial security for families

Key Quotes:

“There will always be a need for affordable housing, no matter the market. Mobile home parks provide that stability.” — Cindy Hook

“Mobile home parks may not be glamorous today, but in the 1950s, they were luxurious communities where even celebrities like Elvis lived!” — Cindy Hook

Connect with Cindy:

Website: www.sonoscapital.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How can building stronger relationships with property managers and vendors help you save on fees and ensure your property is well-maintained?

In this episode, property management expert Justin Pogue joins Angel to discuss the nuances of managing property management fees, building strong vendor relationships, and navigating potential pitfalls in real estate investing. Justin shares key insights on how investors can ask the right questions to avoid hidden fees and ensure high-quality repairs. The conversation highlights the importance of trust between property owners, property managers, and vendors, as well as strategies for maintaining good relationships to avoid costly surprises.

[00:01 - 04:55] The Hidden Factors in Property Management Fees

Larger property portfolios often result in lower management fees
Difficult clients may face higher fees due to increased labor
Sharing responsibilities with your property manager can reduce costs

[04:56 - 08:26] Key Questions to Ask Property Managers

Ask about their mission statement to align their goals with yours
Understand their operational model for a clearer point of contact during issues
Clarify whether fees are inclusive or if surcharges might arise

[08:27 - 12:54] Relationships and Maintenance: Why They Matter

Property managers should have vendors on standby for urgent repairs
Negotiating repair costs can depend on your relationship with vendors
Being knowledgeable about repairs helps you avoid inflated costs

[12:55 - 15:42] Investing in Education and Contingency Planning

Always have a contingency fund for unexpected repairs
Plug into local real estate clubs for invaluable connections and resources
Knowing your vendor’s quality is essential for ensuring good property care

[15:43 - 18:29] Trust in the Vendor-Landlord-Tenant Relationship

Build trust by using vendors you’d trust in your own home
Tenants rely on landlords to provide a safe and well-maintained property
Avoid vendors who cut corners to protect both your property and tenants

Key Quote:

"I want to remove friction from the real estate investing process. If we do that, we get more housing, and we can start solving social problems." — Justin Pogue

Connect with Justin:

Website: https://rentalsecrets.net/

LinkedIn: https://www.linkedin.com/in/justincpogue/

Calendar: https://rentalsecrets.net/IntroductoryCall/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

Are you unknowingly overpaying for property management services while receiving minimal value in return?

In this episode, Justin Pogue dives into the complexities of property management contracts, revealing hidden fees, operational strategies, and management models that can greatly impact your real estate investment's profitability. Justin offers practical advice on selecting the right property management company, avoiding expensive pitfalls, and ensuring transparency in management practices. His insights will empower property owners to make informed decisions that can save them time, money, and unnecessary stress.

[00:01 - 05:16] The Transparency You Need

Fewer units per manager lead to better operational support
Owners should expect financial and non-financial reports from property managers
Transparency is crucial in management; owners should have access to all reports

[05:17 - 10:45] Choosing the Right Operating Model

Dedicated teams offer more personalized service, but at a higher cost
Centralized call centers reduce costs but lack familiarity with your property
It's important to understand which model your manager uses and the trade-offs involved

[10:46 - 15:01] Hidden Fees to Watch For

Some property managers add surcharges to maintenance fees, inflating costs
Termination fees can still apply even after a contract expires
Carefully review contracts to avoid unexpected financial burdens

[15:02 - 19:09] The Importance of Property Tours

Self-guided tours might seem efficient but can miss key property features
Guided tours provide essential feedback about prospective renters
A hands-off approach to tours can result in higher vacancy costs

[19:10 - 23:20] Avoiding Micromanagement and Maintaining Control

Set an expense threshold for managers to avoid constant oversight
Budget planning helps ensure expenses align with property needs
Avoid companies that lack clauses for spending accountability in contracts

Key Quotes:

"The more transparency, the better off you'll be as an owner." – Justin Pogue

"Some companies seem intent on running up expenses without truly adding value for you, the owner." – Justin Pogue

Connect with Justin:

Website: https://rentalsecrets.net/

LinkedIn: https://www.linkedin.com/in/justincpogue/

Calendar: https://rentalsecrets.net/IntroductoryCall/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How can property management make or break your real estate investment, and what do renters need to know to navigate this complex landscape?

Today, real estate expert and author Justin Pogue takes listeners behind the scenes of property management, offering insights into a field often overlooked by real estate investors and renters alike. With over 20 years of experience, Justin shares stories from his career managing properties, discussing the pivotal role of renters, the hidden friction between landlords and tenants, and how effective property management can be the key to a successful investment. From property horror stories to the essentials of hiring a trustworthy property manager, this episode is packed with valuable lessons for anyone involved in real estate, whether you're an investor, property manager, or renter.

[00:01 - 04:49] Rental Secrets Revealed

Renters play a crucial role in the real estate ecosystem.
A lack of renter-centric resources inspired Justin to write his book.
Both renters and landlords need to collaborate to reduce friction in the housing market.

[04:50 - 08:15] Property Management Unpacked

Property management is often viewed as a simple task but is much more complex.
Investors need to prioritize finding quality property management.
Without proper management, even the best investment can falter.

[08:16 - 12:54] Horror Stories of Property Management

Always have open and honest communication with your property manager.
Poor property management can lead to financial losses and missed opportunities.
Property managers should be trusted partners, not liabilities.

[12:55 - 17:34] The Role of a Property Manager

Property managers handle both the visible and invisible aspects of managing a property.
They should act as a fiduciary, safeguarding both the property and the investment.
Compliance and regulatory expertise are key to a successful property management team.

[17:35 - 22:52] Choosing the Right Property Manager

Research and recommendations are essential when selecting a manager.
Look for responsiveness and the ability to balance tenant needs with owner expectations.
A bad property manager can turn potential benefits into liabilities.

Connect with Justin:

Website: https://rentalsecrets.net/

LinkedIn: https://www.linkedin.com/in/justincpogue/

Calendar: https://rentalsecrets.net/IntroductoryCall/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

n Jain explores the intricacies of real estate finance, exploring various tools available for property owners and developers, such as PACE loans, opportunity zone incentives, and creative underwriting techniques. The conversation highlights how leveraging these financial instruments can turn underperforming properties into profitable investments. The discussion also covers the challenges of over-leveraging, understanding complex loan structures, and balancing environmental improvements with financial returns.

[00:01 - 03:22] The Rent Control Dilemma

How rent control laws impact cash flow and property sustainability
Strategies for renewing leases within legal limits
Creative solutions for offsetting tenant damage and derelict properties

[03:23 - 06:02] Opportunity Zones and Tax Benefits

Exploring the potential of opportunity zones for investors
How subsidized loans and tax credits help developers
The role of TIFs in development financing

[06:03 - 09:38] Understanding PACE Loans

What PACE loans are and how they prioritize environmental improvements
How PACE loans rank higher than traditional financing
The pros and cons of using PACE loans for property renovations

[09:39 - 12:26] Leveraging Financing for Maximum Returns

Exploring different financing layers, from LTC to mezzanine loans
The risks and benefits of stacking financing options
Understanding accruals and compound interest on back-end payments

[12:27 - 13:47] Efficient Underwriting and Analysis

The importance of reliable financial models in underwriting
How data and team expertise reduce client time in deal analysis
Using custom models to streamline property evaluations

Key Quotes:

"Our goal is to reduce our clients' time on analysis, so they can focus on building broker and investor networks." - Abhinandan Jain

"Opportunity zones are like a golden ticket for developers—if you can get in, it’s almost like free money." - Abhinandan Jain

Connect with Abhinandan:

Website: https://www.therealval.com

LinkedIn: https://www.linkedin.com/in/abhinandanjain11/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What strategies are essential for effectively managing LP (Limited Partner) relationships while navigating complex real estate markets?

Today, Abhinandan Jain delves into the intricacies of real estate investment, focusing on the crucial role of asset management dashboards and customized reporting for LPs. The discussion touches on balancing market demands, rent control challenges, and underwriting complexities in different regions. Listeners will gain insights into how data-driven decision-making can streamline operations and ensure long-term success, even in volatile markets. Key strategies for managing portfolios across various regions and rent-controlled areas highlight the importance of customization and responsiveness to investor needs.

[00:01 - 03:23] Finding the Right Reporting Balance

How to customize reports based on LP needs
Striking the balance between too much and too little detail
Ensuring LPs understand if the property is on track

[03:24 - 06:18] Navigating Market Dynamics with Dashboards

Customizing asset management dashboards for sponsors
The importance of tracking market, brokers, and LOIs
Identifying which markets are yielding the best results

[06:19 - 09:47] Rent Control Realities: Challenges and Strategies

How rent control areas affect underwriting and long-term operations
Dealing with price controls and their impact on vacancy rates
Potential outcomes of price controls

[09:48 - 12:33] Price Controls and Market Supply Gaps

The long-term effects of price controls on residential supply
Why price controls often lead to reduced residential units and rising homelessness
The mismatch between supply and demand due to artificial price caps

[12:34 - 15:27] Underwriting Strategies for Controlled Markets

How to project rent increases in rent-controlled areas
The importance of lease renewal strategies in maximizing profits
Adjusting projections to align with regulatory restrictions

Key Quotes:

"Custom dashboards let sponsors focus on the deals and brokers that are working for them, making their operations more efficient." - Abhinandan Jain

“Data is everything. It helps us decide where to focus our efforts, making all the difference in performance.” - Abhinandan Jain

Connect with Abhinandan:

Website: https://www.therealval.com

LinkedIn: https://www.linkedin.com/in/abhinandanjain11/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How does mastering real estate underwriting and asset management provide a competitive edge in today’s volatile market?

Today, Angel interviews Abhi, a chartered accountant and real estate analyst, who shares insights into his company RealVal. Abhi explains how RealVal supports real estate investors, brokers, and lenders through detailed analysis, underwriting services, and asset management. He dives into the impact of inflation on real estate investments, how RealVal leverages data for decision-making, and the importance of sensitivity analysis in underwriting. The episode unpacks the complexities of navigating current economic challenges, offering valuable tips for investors looking to safeguard their assets and maximize returns.

[00:01 - 03:44] - Real Estate Data Powerhouse

RealVal has underwritten over 15,000 properties across various asset classes
They leverage historical data to predict trends in expenses, taxes, and rents
Data-backed decisions help mitigate risks in unfamiliar markets

[03:45 - 06:21] - The Inflation Dilemma

Inflation affects all, from high-income earners to class-C property residents
Predicting inflation’s impact is tricky due to varying individual experiences
RealVal uses sensitivity analysis to adjust models for different inflation scenarios

[06:22 - 09:21] - Sensitivity Analysis: The Investor’s Safety Net

Sensitivity analysis helps investors plan for worst-case scenarios
Knowing break-even points across rent, occupancy, and expenses ensures preparedness
Strong underwriting isn’t just an LOI; it’s a long-term business plan

[09:22 - 12:57] - Underwriting: More Than Numbers

RealVal partners with clients from underwriting to asset management
They assist clients post-acquisition with due diligence and asset management
Comprehensive involvement ensures clients are always supported

[12:58 14:43] - Maximizing Efficiency with Asset Management

RealVal tracks CapEx, variances, and renovation targets for investors
Asset management dashboards keep clients informed of monthly performance
Tracking occupancy and renovation metrics ensures progress toward goals

Key Quotes:

“Inflation is going to feel different to everybody, and predicting it is tricky.” - Abhinandan Jain

“Sensitivity analysis is crucial; it helps investors see how changes in variables can affect their returns.” - Abhinandan Jain

Connect with Abhinandan:

Website: https://www.therealval.com

LinkedIn: https://www.linkedin.com/in/abhinandanjain11/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How do you prepare for the intricate process of real estate financing and capital raising?

In this episode, Brian Briscoe talks about the complexities of securing real estate loans, emphasizing the importance of having experience and proof of business plans for agency debts. They share personal anecdotes about the prolonged timelines often encountered in lending processes and the necessity of maintaining updated financial statements.

Brian shares the importance of waiting until after due diligence to announce deals, managing investor expectations, and the critical need for thorough preparation in raising capital.

Tune in to this episode and learn the importance of being proactive and driving the timeline in real estate transactions!

00:00 - 04:07 Agency Debt and Bridge Loans

The intricacies of commercial real estate lending, specifically focusing on the complexities of obtaining Fannie Mae and Freddie Mac loans.
Essential factors such as the need for bridge loans to gain experience, the stringent checks by lenders, and the recurring requests for financial statements. Often underestimated timelines involved
The overarching message is to manage expectations and not be discouraged by these delays, as they are a common part of the process.

04:08 – 07:22 Announcing Investment Opportunities

The importance of thorough due diligence before making public announcements about investment contracts.
They practice of not revealing investment opportunities until they are certain of the purchase, usually during the latter part of the due diligence period.
Addressing the variability of financial terms until a lender reviews and confirms them with a term sheet.
Collaborating with appropriate agencies based on state regulations and ensuring all procedural aspects are covered.

07:23 - 08:43 Importance of Raising Capital

The importance of understanding title reports and their role in securing loans.
The necessity of consulting with escrow companies, attorneys, and title companies to ensure a smooth closing process.
The need for strong connections to secure funding, especially for first-time capital raises.

08:42 - 13:53 Final Thoughts and Advice

Bing well-prepared for the entire closing process when raising capital for real estate investments.

Capital discussions early with a broad network
Establishing oneself as a credible investment opportunity
Understanding the importance of soft commits
Asking the right questions to ensure prospective investors can follow through
Staying in regular contact with potential investors to prevent them from going cold.

13:54 – 20:27 Conclusion and Farewell

The nuances and strategies of raising capital in real estate
Focusing on understanding investor profiles and setting appropriate investment minimums.
Flexibility in minimum investment amounts for accredited and sophisticated investors
The importance of maintaining good relationships and being strategic about which investors to negotiate with.
The necessity of driving timelines and efficiently managing all parties involved to prevent deal losses.
The importance of not jeopardizing friendships over investments
The value of having a proactive team member to manage timelines effectively.

Key Quotes:

"People have to look at you as a viable investment opportunity because they're investing in you as much as they're investing in the deal." – Brian Briscoe

"You can always negotiate that buy-in and you can get into a deal for less than that minimum. If you have a really good relationship with the person that's putting the deal in." – Brian Briscoe

"There is no amount of money that I would put on my friendships and I don't want to lose them because of an investment." – Brian Briscoe

Connect with Brian Briscoe:

https://www.instagram.com/brian_briscoe

https://www.linkedin.com/in/brian-briscoe-ut/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What criteria do lenders look at when approving a commercial real estate loan?

In this episode, the importance of thorough due diligence in real estate transactions is explored. Brian shares what he learned how to coordinate various professionals such as roofers, HVAC specialists, and contractors to get precise estimates and assessments. Brian talks about the need for transparency and upfront communication with vendors, the significance of timely loan applications, and the critical role of personal financial statements and statements of real estate owned. Real-world advice on maintaining strong relationships with contractors and lenders, as well as the strategic preparation for property acquisition, rounds out the episode.

00:00 - 03:11 Importance of Accurate Estimates

A thorough due diligence process requires involving multiple professionals like roofers, contractors, and HVAC repairmen.
It's crucial to have specialized professionals assess specific areas such as roofing and HVAC systems to ensure accurate analysis.
Accurate measurements are necessary for precise cost estimates, making it essential for contractors to measure areas like countertops and square footage.
Due diligence goes beyond superficial checks, necessitating a deep and detailed inspection to develop an effective renovation budget for B and C class value-added projects.

03:12 - 04:54 Transparency and Communication

The necessity of thorough due diligence and capital expense planning when managing properties.
The process of passing extra requests through external vendors
The importance of identifying costs early, the potential expense of HVAC replacements in older buildings
The need for specialists to evaluate key aspects like roofs and HVAC systems
Using the due diligence period to both uncover property issues and prepare vendor arrangements for future work.

04:55 - 10:40 Navigating the Loan Process

The importance of transparency and honesty in both personal and professional relationships, particularly during due diligence processes.
Being upfront and clear about expectations to foster trust and cooperation, drawing parallels from military leadership and teaching experience.
The need for timely communication and preparation during due diligence in real estate transactions
The importance of involving contractors early to avoid last-minute issues.
Practical advice on timelines and considerations when signing purchase and sale agreements (PSAs), such as avoiding signing on a Friday to prevent losing valuable days.

10:41 - 15:55 Key Financial Documents and Criteria

The importance of submitting loan applications early in real estate transactions to avoid delays and potential financial losses.
Delaying the loan application caused the need for an extension, which was costly.
Loan application fees can be significant, they are minimal compared to the overall transaction value.
Submitting loan applications promptly after signing the purchase and sale agreement (PSA) to ensure ample time for loan processing.

15:56 – 18:31Conclusion

Lenders consider when granting loans for real estate investments.
The importance of meeting net worth requirements, demonstrating experience in real estate, and providing detailed information about personal properties and portfolios.
Lenders evaluate factors like post-closure liquidity and other financial requirements to make quick decisions.
The necessity of potentially partnering with others to satisfy lender conditions.

Key Quotes:

"If you have a due diligence, contingency, and front load. This is an important subject and it never really ends until you own the property." – Brian Briscoe

"I would rather get a middle of the night phone call on something stupid than not get a phone call in the middle of the night for something that's important." – Brian Briscoe

"Get the right people in the type of people who are going to do the jobs and have people measure." – Brian Briscoe

Connect with Brian Briscoe:

https://www.instagram.com/brian_briscoe

https://www.linkedin.com/in/brian-briscoe-ut/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

Do you really understand the value of being aligned with your seller’s needs?

In this episode, Angel from the Academy Presents Real Estate Investing Rocks facilitates an insightful discussion with Brian Briscoe. They delve into the intricate timeline of closing real estate deals, highlighting common misconceptions about the speed of transactions. They underscore the importance of patience, the role of brokers, and the necessity of building strong relationships. Additionally, they share personal anecdotes and experiences that emphasize the value of understanding and aligning with the seller's needs.

00:00 - 01:56 Understanding the Timeline of Deals

The misconception about the speed of real estate deals
Brian Briscoe’s first active investment experience.
Understand the realistic timeline of completing real estate deals.

01:57 - 06:43 The Power of Sharing Your “Why”

The intricacies of closing real estate deals
The process from analyzing a property to sending a letter of intent (LOI), undergoing ownership review, and getting a signed contract can be lengthy.
The importance of relationship-building with brokers and preparing for interviews during best and final offer stages.
The challenges and negotiations involved when lawyers get involved in contract finalization.

06:44 - 13:35 Ensuring Fair Compensation

The crucial elements in closing business deals, emphasizing the importance of understanding seller expectations and establishing strong relationships.
The significance of demonstrating the ability to close deals
Recognizing seller-specific needs
The role of brokers in guiding conversations
Sharing personal motivations to build connections Ensuring all parties feel valued and adequately compensated in the process.

13:36 – 18:13 Preparing for Due Diligence

A contract stipulation required the seller to pay broker commissions
The importance of fair compensation for work and expertise
Understanding the value of professional time and skills
Comprehensive due diligence processes in business deals.

Key Quotes:

" I talked about the golden rule being golden a lot, you know, you do to others, how you want others to treat you. At the end of the day, you got to take care of the people who take care of you. " – Brian Briscoe

"People who establish those relationships and understand what that seller wants and what that seller needs, those are the ones that are going be able to get the contracts." – Brian Briscoe

" Figure out what the owner is looking for and posture yourself to be able to, you know, present your case." – Brian Briscoe

Connect with Brian Briscoe:

https://www.instagram.com/brian_briscoe

https://www.linkedin.com/in/brian-briscoe-ut/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How often do you allow yourself to experience your emotions fully, and what would change if you did?

In this episode, Angela and Zack Knight delve into the emotional challenges and triumphs experienced in both personal and professional life. The conversation explores the importance of embracing vulnerability, the power of self-care, and the necessity of acknowledging and feeling one's emotions, even in the face of societal expectations to remain stoic. With candid reflections on past struggles and the lessons learned, this episode offers listeners a raw and authentic perspective on the journey of personal growth, mental health, and the balance between strength and vulnerability.

[00:01 - 05:48] Morning Routines and Gratitude Practices

Establishing a morning routine can set a positive tone for the day
Reflecting on past successes helps maintain perspective during current struggles
Simple acts of gratitude can significantly impact one's outlook

[05:49 - 09:08] The Struggle Behind the Success

Every achievement comes with its own set of challenges
The importance of recognizing how far you've come
Embracing the ups and downs as part of the growth process

[09:10 - 14:04] The Power of Vulnerability

Suppressing emotions can lead to severe consequences
True strength lies in allowing yourself to feel and express emotions
Vulnerability can deepen connections and provide much-needed support

[14:05 - 18:59] Self-Care Isn't Selfish

Taking time for yourself is essential for mental and emotional well-being
The negative stigma around self-care needs to be challenged
Selfishness, in the context of self-care, is necessary for being able to care for others

[19:00 - 23:52] Authenticity in Leadership and Life

Authenticity fosters stronger relationships and trust
It's okay to not be liked by everyone; focus on your true supporters
It's okay to admit you don't know everything

Key Quotes:

"The struggles I was having yesterday were the dreams I had a year ago." – Zach Knight

"True strength lies in allowing yourself to feel and express emotions." – Zach Knight

"Selfishness should not be a bad word when it comes to self-care." – Zach Knight

Connect with Zack:

LinkedIn: https://www.linkedin.com/in/zackaknight/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How can embracing vulnerability and authenticity in leadership transform your personal and professional relationships?

In this episode, Zack Knight explores the profound impact of vulnerability and authenticity in leadership. He discusses how sharing knowledge positions you as a leader and how genuine connections, rather than surface-level personas, create lasting success. The conversation touches on the power of influence, the importance of staying true to yourself, and how simple acts of reaching out can foster deep bonds. With real-life examples and personal anecdotes, the episode emphasizes the value of being authentically you in every aspect of life.

[00:01 - 06:31] The Power of Influence

Leadership is fundamentally about influence, not titles
Sharing your knowledge positions you as a leader, even before you become an expert
Authenticity in your message naturally attracts the right audience

[06:32 - 12:29] The Journey of Leadership

Leadership is a continuous learning journey, not a destination
Being transparent and sharing experiences fosters trust
Your podcast or platform can be a powerful tool for personal growth and connection

[12:30 - 18:32] The Value of Vulnerability

Vulnerability strengthens relationships and builds deeper connections
Small acts of reaching out can have a massive impact on someone’s day
Overcoming the fear of rejection is key to building meaningful bonds

[18:33 - 24:22] Aligning Authenticity with Brand

Aligning your personal values with your brand creates a strong, authentic identity
Fake personas can harm your reputation; authenticity fosters trust
Success comes from being true to yourself and your mission, not imitating others

[24:23 - 30:23] Overcoming Limiting Beliefs

Conquering self-doubt is crucial for personal and professional growth
Consistency in authenticity across all platforms builds credibility
Embrace who you are to find true fulfillment and success in your endeavors

Key Quotes:

"Leadership is just influence. If you can influence someone to achieve your mission, you are leading them." — Zach Knight

"The power of being authentically you is that it connects you with the right people, at the right time." — Zach Knight

Connect with Zack:

LinkedIn: https://www.linkedin.com/in/zackaknight/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What does it take to transform past struggles into success, and how can mindset truly shape your future?

In this episode, listeners are taken on an inspiring journey as Zack Knight shares his experiences from serving in the military to becoming a successful business owner. He delves into the importance of mindset, overcoming limiting beliefs, and the power of vulnerability in leadership. Through personal anecdotes and practical advice, he reveals how applying lessons from one domain can lead to success in another, providing valuable insights for anyone looking to elevate their personal and professional life.

[00:01 - 04:30] From Service to Success

Transitioning from military service to business ownership
Success in one area can be applied to other domains with the right approach
Leadership in high-stress environments teaches invaluable life skills

[04:31 - 08:27] The Power of Mindset

Mindset is the foundation of overcoming limiting beliefs
Success is a product of believing you can achieve it
Even high achievers face challenges with self-doubt

[08:28 - 13:15] Accepting Compliments with Grace

Accepting compliments is an exercise in humility and self-mastery
Deflecting compliments can unintentionally dismiss others’ kindness
Practicing gratitude strengthens relationships and self-esteem

[13:16 - 18:35] Confronting the Inner Voice

The inner voice can sabotage your potential if left unchecked
Vulnerability is crucial for authentic leadership
Self-reflection exercises can reveal deep-seated limiting beliefs

[18:36 - 23:34] Real Estate and Military Insights

Why veterans have a unique advantage in real estate
Utilizing benefits like the VA loan can lead to significant financial gains
Community support and connections are vital for success in real estate

Key Quotes:

"Accepting a compliment isn’t about you; it’s about appreciating the kindness of others." - Zack Knight

"You have to be vulnerable to really truly be a great leader." — Zach Knight

Connect with Zack:

LinkedIn: https://www.linkedin.com/in/zackaknight/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How do you build lasting relationships with investors and navigate the challenges of capital raising, all while staying true to your intuition and values?

In this episode, Keshav Kolur explores the intricate journey of capital raising, discussing the significance of intuition, the importance of specialized knowledge, and the challenges of maintaining investor relationships. He shares anecdotes about overcoming roadblocks, the balancing act between logic and gut feelings, and the strategies that have led to successful investments. This conversation offers a profound look at the intersection of personal growth and professional success in the world of investment.

[00:01 - 04:25] The Lonely Road to Success

Ambition can lead to loneliness, but new connections can be forged along the way
Embracing ignorance is part of the growth process
Specialized knowledge requires recognizing when to seek expertise from others

[04:26 - 08:23] Overcoming Analysis Paralysis

Over-researching can lead to inaction; sometimes you need to trust your gut
Understanding the people behind the deals is as crucial as the deal itself
Investing involves a leap of faith after gathering sufficient, but not exhaustive, information

[08:24 - 12:20] The Role of Intuition in Investment

Intuition is a valuable tool but should be balanced with logical analysis
Not every partnership is destined to succeed; compatibility matters
Trusting your gut is essential, but it’s important not to be overly critical when it fails

[12:21 - 15:40] Building a Network of Investors

Define your investment thesis and know your target investor
Building a network starts with people who already trust you
Consistent communication and education maintain investor relationships

[15:40 - 18:33] The Art of Investor Communication

Adapt to the preferred communication style of each investor
Effective communication builds trust and long-term relationships
Treating investors with the same respect as friends fosters stronger bonds

Key Quotes:

"The higher you aim, the lonelier of a journey it becomes, but you'll find new people along the way." – Keshav Kolur

"Trusting your gut is essential, but balance it with logic to avoid costly mistakes." - Angel Williams

Connect with Keshav:

Website: https://www.clivecap.com/

LinkedIn: https://www.linkedin.com/in/keshavkolur/?trk=public_post_feed-actor-name

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What mindset shift is essential to thrive in high-risk investments and create generational wealth?

In this episode, Keshav Kolur dives deep into the intricacies of alternative investments, from the volatile world of oil and gas to the promising prospects of build-to-rent developments. Angel and Keshav share stories of financial losses, the lessons learned, and the strategies they’ve employed to build generational wealth. Through these experiences, they highlight the importance of diversifying assets, the psychological hurdles investors must overcome, and the critical role of community and mentorship in achieving financial goals.

[00:01 - 04:43] Risks of Oil and Gas

Losses in oil and gas are often dollar-for-dollar
Diversification can reduce exposure to such risks
Other investments offer better depreciation benefits

[04:44 - 08:29] Scaling to Multifamily

Moving from single-family to multifamily boosts net worth
Planning for generational wealth is essential
Multifamily syndication can offer higher returns

[08:30 - 12:13] Exploring Build-to-Rent

Build-to-rent provides flexibility and exit options
Rising rental demand makes this a strong investment
Partnering and capital raising are key to success

[12:14 - 16:35] Tackling Investment Roadblocks

Keeping an open mind is crucial for alternative investments
Overcoming fear and mistrust is challenging but necessary
Networking and learning help overcome setbacks

[16:36 - 21:40] The Role of Social Circles

Outgrowing friendships can be part of financial growth
Seek advice from those who’ve achieved your goals
Belief in your dreams is vital despite societal pressures

Key Quotes:

"It's not about the loss itself; it's about how you recover and move forward." – Keshav Kolur

"It's not just knowing all these people who could be who's, but knowing who would be that who that also aligns with you." - Angel Williams

Connect with Keshav:

Website: https://www.clivecap.com/

LinkedIn: https://www.linkedin.com/in/keshavkolur/?trk=public_post_feed-actor-name

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What if the key to your financial freedom lies beyond the traditional paths you’ve been following—are you ready to explore the alternative investments that could redefine your wealth-building journey?

Today, Angel dives into a conversation with Keshav Kolur, a real estate syndicator who started his journey during the pandemic and quickly realized the power of syndications and alternative asset classes. They discuss the importance of diversifying investments beyond the typical residential real estate to include commercial properties, oil and gas, and other alternative assets that offer superior risk-adjusted returns. Keshav shares insights on building generational wealth, the necessity of finding the right team, and why sometimes, giving up control can lead to greater financial gains.

[00:01 - 04:31] From Residential to Syndications

How Keshav transitioned from residential real estate to syndications
The appeal of syndication for building wealth faster
Why networking was crucial for Keshav's early success

[04:32 - 08:26] The Control Dilemma: Residential vs. Commercial

The control offered by residential properties vs the potential of commercial investments
Why some investors prefer residential despite the slower wealth-building potential
The psychological factors that influence investment choices

[08:27 - 12:48] The Importance of Team Building

Why building the right team is crucial for exploring new asset classes
The value of surrounding yourself with experienced mentors
How leveraging others' expertise can accelerate your investment growth

[12:49 - 17:44] Exploring Alternative Assets

The diverse opportunities in alternative assets like oil and gas and private debt
The importance of cash flow versus wealth appreciation
How diversification can create a more resilient investment portfolio

[17:45 - 21:52] The Data Behind Diversification

The investment strategies of ultra-high-net-worth individuals
The Sharpe ratio and how it supports the case for commercial real estate
How adding commercial real estate to a portfolio can increase returns while reducing risk

Key Quotes:

“If I'm going to build this wealth for myself, it’s no fun to just be on the beach alone—I want to bring my friends and family with me.” – Keshav Kolur

“Wealth isn't built off of cash flow. Wealth is built off of appreciation.” – Keshav Kolur

Connect with Keshav:

Website: https://www.clivecap.com/

LinkedIn: https://www.linkedin.com/in/keshavkolur/?trk=public_post_feed-actor-name

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

Are you aware that the depreciation on your insurance claims can be negotiated to get you more money upfront?

In this episode, the intricacies of insurance claims, particularly the differences between replacement cost and actual cash value, are unpacked. Andy Gurczak shares expert insights on how depreciation can be negotiated, the importance of understanding your policy, and the necessity of having a public adjuster on your team. From exploring the lifespan of different components to ensuring you have the right endorsements, this conversation is a must-listen for anyone looking to navigate the complex world of insurance claims more effectively.

[00:01 - 04:17] The Basics of Replacement Cost vs. Actual Cash Value

How deductibles are calculated and the implications for policyholders
The role of depreciation in claims and how it can be negotiated
The differences between replacement cost policies and actual cash value policies

[04:18 - 08:02] Navigating Depreciation Schedules

How to negotiate depreciation with your insurer
How each component's lifespan affects depreciation
The differences in depreciation regulations across states

[08:03 - 12:38] The Role of Software in Insurance Claims

The software tools used by insurance companies to estimate damages
How costs are broken down in claims estimates
How to leverage the insurer's own software for your benefit

[12:39 - 17:09] Law and Ordinance Coverage

The importance of law and ordinance coverage for code upgrades
What is typically included in law and ordinance coverage
The crucial role an insurance agent plays in securing the right coverage

[17:10 - 22:34] Building a Strong Insurance Team

The importance of having a knowledgeable insurance team
How to choose a public adjuster (PA) that fits your needs
How to navigate family dynamics in insurance decisions

Key Quotes:

"Depreciation on insurance claims can be negotiated, and most things on a claim can be negotiated." – Andy Gurczak

"Understanding your policy is crucial. You can't recover what you don't know you're entitled to." - Andy Gurczak

Connect with Andy:

Website: https://allcityadjusting.com/

LinkedIn: https://www.linkedin.com/in/andy-gurczak-528b9b64/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How can navigating the complexities of insurance claims save you from financial loss and frustration?

In this episode, Andy Gurczak delves into the intricate world of insurance claims, shedding light on the often-confusing roles of adjusters, the tactics used by insurance companies, and the critical importance of understanding your rights as a policyholder. From the differences between public and independent adjusters to real-life examples of claim disputes and advice on how to handle them, this episode provides valuable insights for anyone dealing with property insurance.

[00:01 - 04:33] The Role of Adjusters

Public adjusters vs. independent adjusters
Shift towards hiring independent adjusters
Why insurance companies prefer independents

[04:34 - 08:19] The Changing Landscape of Insurance Adjustments

The decline of experienced, in-house adjusters
Challenges with inexperienced staff
Delays and miscommunications in the claims process

[08:20 - 12:14] Handling Your Own Claim

What to do (and not do) when filing a claim
How oversharing can jeopardize your claim
A denied claim due to excessive information sharing

[12:15 - 16:22] Property and Liability Insurance Explained

Property vs. liability insurance
Examples of how claims are handled in different situations
Who is responsible for what in a claim

[16:23 - 19:40] Navigating Insurance Policies and Premiums

Factors that influence rising premiums
Balancing cost and coverage when choosing insurance
Ensuring your insurance meets mortgage requirements

Key Quotes:

"The burden of proof is always on the insured. It's your job to tell them what they owe you." - Andy Gurczak

"If you're going to do your own claim, shut the F up. Don’t say anything more than necessary." - Andy Gurczak

Connect with Andy:

Website: https://allcityadjusting.com/

LinkedIn: https://www.linkedin.com/in/andy-gurczak-528b9b64/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What hidden pitfalls are lurking in your insurance claims, and how can a public adjuster save you from costly mistakes?

In this episode, Andy Gurczak, a seasoned public adjuster who demystifies the complex world of insurance claims, shares his journey from construction sales to becoming an expert in public adjusting, advocating for landlords, investors, and property owners. He reveals the often-overlooked benefits of hiring a public adjuster, the intricacies of insurance policies, and the common pitfalls property owners face. Through real-life examples, Andy illustrates how public adjusters can secure maximum payouts, ensure proper repairs, and protect clients from the financial repercussions of inadequate claims handling.

[00:01 - 04:00] Introduction and Background

Andy's journey into public adjusting
Licensing and company growth
Specialization in working with investors and landlords

[04:02 - 07:00] The Role of Public Adjusters

Definition and purpose of public adjusters
The issue with property managers handling claims
Real-life example of a mishandled claim

[07:01 - 10:00] Common Issues with Insurance Claims

Mismanagement of claim funds
The pitfalls of using non-public adjusters
The financial benefits of using a public adjuster

[10:01 - 15:00] Case Study: Hail Damage Claim

Misleading reports from storm chasers
The importance of honest evaluations
The potential consequences of filing false claims

[15:01 - 18:35] Navigating Complex Insurance Policies

The nuances of different policy types
Common exclusions and coverage gaps
The importance of professional guidance

Key Quotes:

"Everyone wants to control the money, but a public adjuster ensures you get what you're owed." - Andy Gurczak

"No claim has ever been the same in 11 years; each one is unique with its own challenges." - Andy Gurczak

Connect with Andy:

Website: https://allcityadjusting.com/

LinkedIn: https://www.linkedin.com/in/andy-gurczak-528b9b64/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What if your biggest failures were actually your greatest opportunities for growth?

This compelling episode focuses on the concept of "failing forward" and how adopting a growth mindset can transform setbacks into powerful learning experiences. The discussion covers the importance of emotional intelligence, and practical techniques like pattern interrupts to shift your mindset. With actionable steps and inspiring insights, this episode challenges listeners to embrace failure as a personal and professional growth catalyst.

[00:01 - 04:35] Embracing Challenges

Challenges are gifts that force us to find new ways to stand
Growth mindset: Viewing setbacks as opportunities
Importance of resilience and adaptability

[04:36 - 08:05] The Entrepreneurial Mindset

Insights from billionaire Sam Zell on entrepreneurship
Redefining failure as feedback
Using pattern interrupts to maintain a positive outlook

[08:06 - 12:26] The Growth Mindset Blueprint

Recap of the multimillionaire real estate investor mindset
Embodying a growth mindset and emotional intelligence
Importance of setting and pursuing ambitious goals

[12:27 - 16:01] 30-Day Action Challenge

Adopting a growth mindset in daily life
Practicing mindfulness and finding mentors
Setting and pursuing specific, measurable goals

[16:02 - 21:45] Abundance Mindset and Neuroplasticity

Shifting from scarcity to an abundance mindset
Personal stories of overcoming challenges
Power of neuroplasticity in personal transformation

Key Quotes:

"Embodying a growth mindset, embracing mindfulness, and utilizing pattern recognition are key to success." - Tyler Chesser

"Our brain is always changing, and you can always learn new things and take on new mindsets." - Tyler Chesser

Connect with Tyler:

Website: https://tylerchesser.com/

LinkedIn: https://www.linkedin.com/in/tyler-chesser-ccim-88a54325/

Instagram: https://tylerchesser.com/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

Does mastering emotional intelligence and mindfulness transform your real estate investment success?

Today, Tyler Chesser discloses the importance of emotional intelligence and mindfulness for real estate investors aiming to achieve a multimillionaire mindset. By understanding and managing emotions, investors can strengthen relationships and make better decisions. The conversation explores the concept of mindfulness and highlights the power of pattern recognition, modeling success, and the importance of setting clear, actionable goals to stay on the path to real estate investment success.

[00:01 - 04:05] The Power of Emotional Intelligence

Understanding and managing emotions is crucial for real estate success
Emotional intelligence enhances relationship-building and decision-making
High emotional intelligence can lead to higher earnings

[04:06 - 08:29] Embracing Mindfulness in Real Estate

Mindfulness involves active, non-judgmental attention to the present
Practicing mindfulness can improve self-awareness and emotional regulation
Mindfulness aids in better negotiation and partnership outcomes

[08:30 - 12:16] Recognizing Patterns for Success

Pattern recognition helps identify successful strategies across different fields
Curiosity and continuous learning feed the subconscious mind for innovation
Modeling success involves observing and adapting proven methods

[12:17 - 16:45] Modeling Success in Real Estate

Successful investors model behaviors such as work ethic and communication
Due diligence and capital raising are critical areas to emulate
Surrounding oneself with mentors and like-minded individuals fosters growth

[16:46 - 19:03] Setting Your Path with Clear Goals

Clarity and specificity in goal-setting empower the subconscious mind
Thinking big and being adaptable are essential for overcoming obstacles
Resourcefulness and powerful questions drive success in real estate

Key Quotes:

"Model what someone else who is more successful did and improve it." - Tyler Chesser

"Between stimulus and response, there is space. In that space is our power to choose our response. In our response lies our growth and freedom."- Tyler Chesser

Connect with Tyler:

Website: https://tylerchesser.com/

LinkedIn: https://www.linkedin.com/in/tyler-chesser-ccim-88a54325/

Instagram: https://tylerchesser.com/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How can adopting a multimillionaire mindset transform your life and real estate investments?

This week, Angel welcomes Tyler Chesser, a renowned real estate investor, and mindset coach, who shares transformative insights into achieving elite levels of success in real estate investing through the power of mindset. Tyler emphasizes the importance of continuous learning, embracing challenges, and cultivating a growth mindset to unlock one's fullest potential. Listeners are taken on a journey through practical strategies and personal anecdotes highlighting the significance of mindset in reaching extraordinary goals.

[00:01 - 04:24] Introduction to Tyler Chesser

Tyler's background and passion for personal growth and real estate
Emphasis on continuous learning and personal development
Tyler sets the stage for a deep dive into mindset principles

[04:25 - 08:47] The Multimillionaire Mindset Blueprint

Introduction to the five-step blueprint for success
Tyler poses critical questions about success and mindset
The importance of mindset highlighted through colored emphasis on the word

[08:48 - 12:39] Growth vs. Fixed Mindset

Exploration of Carol Dweck's concepts
Real-life examples of growth vs. fixed mindset
How to embrace challenges and use feedback constructively

[12:40 - 16:06] Embracing a Growth Mindset

Growth mindset as the foundation for all learning
The role of persistence in overcoming setbacks
Viewing effort as the path to mastery and success

[16:07 - 19:27] Sustaining Success Through Mindset

How a growth mindset leads to compounding success
The importance of the lens through which one views the world
Turning losses into wins through learning and improvement

Key Quotes:

"Just because you don't feel you've set up yourself for greatness yet, it doesn't mean that you can't." - Tyler Chesser

"Mindset can either be a tremendous ally in our pursuit of massive success and fulfillment, and it can also be our greatest enemy." - Tyler Chesser

Connect with Tyler:

Website: https://tylerchesser.com/

LinkedIn: https://www.linkedin.com/in/tyler-chesser-ccim-88a54325/

Instagram: https://tylerchesser.com/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What if you could turn your life insurance into a dynamic tool for building and sustaining wealth across generations?

In this episode, Madhavi Nade Jain covers the historical use of Infinity Banking by notable figures such as the Rockefellers and Walt Disney, the mechanics of borrowing against life insurance policies, and the myriad benefits including tax-free growth, guaranteed returns, and asset protection. Madhavi explains how this system can be a powerful tool for investors, providing a way to utilize the same dollar in multiple ways and create a lasting financial legacy.

[00:01 - 04:19] The Power of Infinity Banking

Explanation of the Infinity Banking concept
Historical examples of notable users like the Rockefellers and Walt Disney
Benefits of borrowing against life insurance policies

[04:20 - 08:03] Maximizing Wealth with Life Insurance

The financial stability and growth potential of mutual company-based life insurance
Explanation of how the system works for investors
Benefits of continuous cash value growth

[08:04 - 12:12] Tax-Free Growth and Guaranteed Returns

Detailed benefits of tax-free growth within the policy
Explanation of guaranteed returns and dividends
Easy access to funds without restrictions

[12:13 - 16:06] Structuring for Flexibility and Growth

How to structure the Infinity Banking system for personal financial goals
Examples of different funding strategies
The flexibility of the system to accommodate varying financial situations

[16:07 - 22:20] The Importance of Action

Encouragement to take action on the Infinity Banking strategy
Personal anecdotes and insights from Madhavi
Final thoughts on the benefits of the system

Key Quotes:

"Infinity banking is not just about the death benefit; it's about living your life insurance and using it to grow and protect your wealth." - Madhavi Nade Jain

"The time to do action is not tomorrow. The time to take action is not even today. The time to take action is now. " - Madhavi Nade Jain

Connect with Madhavi:

Website: https://thinkoutsidethestocks.com/connect-discovery/

LinkedIn: https://www.linkedin.com/in/madhavinadejain/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What benefits does leveraging the infinity banking system offer in transforming your financial strategy and providing unprecedented flexibility?

In this episode, Madhavi Nade Jain explains how infinity banking can revolutionize personal finance strategies. By leveraging high cash value whole life insurance policies, listeners will discover the potential for tax-free growth, flexible borrowing options, and a strategic approach to wealth accumulation. The discussion highlights the significant advantages over traditional savings accounts and other investment vehicles, providing a comprehensive understanding of maximizing financial efficiency and security.

[00:01 - 04:15] Introduction to Infinity Banking

Understanding the basics of Infinity Banking
Comparison with traditional life insurance policies
The flexibility and liquidity benefits of high cash value whole life insurance

[04:16 - 08:21] Tax-Free Growth and Dividends

How overfunding life insurance policies works
The benefits of tax-free growth within the policy
Comparison of dividends from insurance companies versus traditional banks

[08:22 - 12:49] Real Estate Investment Strategies

Using Infinity Banking for real estate investments
Borrowing against the policy for down payments
The advantages of leveraging the same dollar in two places

[12:50 - 17:11] Maximizing Compounded Growth

The power of compounded growth within the policy
The importance of not withdrawing from the policy
Examples of exponential growth over time

[17:12 - 21:38] Avoiding Opportunity Costs

The opportunity cost of using personal funds versus borrowing
How borrowing from the policy can increase overall returns
The strategic advantage of keeping funds within the policy

Key Quotes:

"Infinity Banking is about creating a system where your money grows tax-free and offers unmatched liquidity and flexibility." - Madhavi Nade Jain

"The real power of Infinity Banking lies in its ability to allow you to leverage the same dollar in multiple ways, ensuring continuous growth." - Madhavi Nade Jain

Connect with Madhavi:

Website: https://thinkoutsidethestocks.com/connect-discovery/

LinkedIn: https://www.linkedin.com/in/madhavinadejain/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

Are you curious about ways to make your money work harder for you, regardless of where it's invested?

In this episode, host Angel and guest Madhavi Nade Jain dive deep into the concept of Infinity Banking, a strategy that allows you to maximize the potential of your money by using it in multiple places simultaneously. Madhavi, an expert wealth strategist, shares her insights on how this method, combined with real estate investments, can help you grow, protect, and pass on your wealth. With a background in IT and a passion for educating others about financial freedom, Madhavi explains how Infinity Banking can be a game-changer for investors looking to secure their financial future.

[00:01 - 05:20] Introduction and Setting the Stage

Introduction to Madhavi and her background
Overview of the episode’s focus on Infinity Banking and real estate
The importance of making money work harder for you

[05:21 - 10:30] Infinity Banking and Real Estate Investments

Explanation of the Infinity Banking concept
How Infinity Banking applies to real estate investments
The benefits of using the same dollar in multiple places

[10:31 - 15:30] Historical Context and Wealth Strategies

Lessons from historical figures like the Vanderbilt and Rockefeller families
The importance of preserving and protecting generational wealth
Introduction to wealth maximization and a bird’s eye view of financial strategies

[15:31 - 20:07] Building a Solid Financial Foundation

The pyramid structure of financial planning
The role of savings and protection at the foundation
The concept of uninterrupted compounded growth

[20:08 - 24:04] Implementing Infinity Banking in Your Financial Plan

Practical steps to set up Infinity Banking
The significance of structuring life insurance policies correctly
Overcoming misconceptions about life insurance

Key Quotes:

"The one who understands compound interest earns it, the one who doesn't pays for it." - Madhavi Nade Jain

"It's about helping you grow, preserve, protect, and pass your generational wealth." - Madhavi Nade Jain

Connect with Madhavi:

Website: https://thinkoutsidethestocks.com/connect-discovery/

LinkedIn: https://www.linkedin.com/in/madhavinadejain/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What strategies help overcome analysis paralysis and quickly land your first multifamily deal? In this episode, Angel interviews Rey Reyes, a seasoned investor and former military officer, about strategies for securing your first multifamily deal swiftly. Rey shares his personal journey, emphasizing the importance of understanding key terms, leveraging networks, and collaborating effectively with a team. He discusses the challenges new investors face and offers practical advice on overcoming obstacles to achieve success in real estate investing.

[00:01 - 15:28] Welcome and Introduction

Overview of the event and its purpose
Introduction to Rey Reyes and his background
Landing the first deal fast

[15:29 - 30:44] Rey's Journey and Military Background

Rey's military experience and transition to real estate
The importance of strategic planning and execution
Rey's first multifamily deal and lessons learned

[30:45 - 45:08] Overcoming Common Obstacles

Identifying and addressing common challenges in real estate
The secret sauce: Networking, exchanging skills, and teamwork
Importance of understanding key investment terms

[45:09 - 55:54] Building a Strong Team

Defining roles and responsibilities within a team
Leveraging strengths and skills of team members
Importance of clear communication and defined roles

[55:55 - 01:03:47] Practical Tips and Strategies

Detailed discussion on practical strategies for first deals
Examples of successful first deals and methods used
The importance of persistence and continuous learning

Key Quotes:

"You'd be surprised how many people don't execute simple plans or simple ideas. And they never get beyond the analysis stage." - Rey Reyes

"Networking is not just about finding deals; it's about finding the right people to help you succeed." - Rey Reyes

Connect with Rey:

Website: https://www.linkedin.com/company/stresslesscapital/

LinkedIn: https://www.linkedin.com/in/ismaelreyreyes/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

Ever wondered how to turn a struggling investment property into a profitable venture?

In this episode, David Pere explores the world of real estate investments with a focus on strategies to optimize returns even when initial projections fall short. He shares personal anecdotes and practical advice on managing properties, from handling high-stress assets to creative financing solutions. Whether you’re dealing with troublesome tenants or looking to minimize maintenance costs, this conversation offers invaluable insights for real estate investors at all levels.

[00:01 - 04:21] Managing Initial Failures

How holding properties can eventually lead to profits
When and why it might be best to sell and minimize losses
Simple strategies to keep tenants longer and reduce costs

[04:22 - 08:27] Lease Options Explained

Understanding the concept and benefits
Differences between lease options and traditional rent-to-own schemes
How lease options transfer maintenance costs to tenants

[08:28 - 12:10] Saving for Down Payments

Strategies specific to service members
Simple lifestyle changes to save money
Unconventional methods to gather down payment funds

[12:11 - 15:22] Handling Property Maintenance

The benefits and challenges
Advantages over residential loans
Utilizing them for maintenance and investments

[15:23 - 18:12] Learning and Growth in Real Estate

Importance of continuous learning and networking
How early challenges can lead to valuable lessons
Balancing risk-taking with strategic decision-making

Key Quotes:

"What's worse than losing a hundred dollars on a property every month is stressing about a property that's not making you money." - David Pere

"If you're not losing money, you’ll make money eventually." - David Pere

Connect with David:

Website: ttps://www.frommilitarytomillionaire.com/investors

LinkedIn: https://www.linkedin.com/in/david-pere/

YouTube: https://www.youtube.com/channel/UCQElNqStWjEBDFNVnXkh1ng

Podcast: https://www.frommilitarytomillionaire.com/podcast/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How can small adjustments in property management lead to significant financial gains in real estate?

Today, David Pere shares valuable insights into real estate syndication and property management. He delves into the strategies that have helped him achieve high returns on investment, emphasizing the importance of both increasing income and reducing expenses. The discussion covers practical tips for property improvements, the role of brokers in syndications, and the benefits of meticulous cost management. With a focus on real-world examples, listeners will gain a deeper understanding of how to navigate the complexities of real estate investments and maximize profitability.

[00:01 - 03:47] The Role of Brokers in Syndication Deals

Networking with specific brokers is crucial for securing deals
Sophisticated sellers require formal negotiations involving brokers and lawyers
Personal relationships with brokers can significantly impact deal success

[03:48 - 06:11] Enhancing Property Value through Cost Management

Small improvements can lead to substantial returns on investment
Strategies for reducing utility costs and increasing rents
Examples of cost-saving measures implemented in a 10-unit property

[06:12 - 10:57] Innovative Cost-Cutting Techniques

Switching from chlorine to saltwater pools for cost efficiency
Utilizing motion sensors and LED lighting to reduce utility expenses
Negotiating better deals with service providers like trash companies

[10:58 - 14:10] Strategic Property Management Practices

The impact of providing free room and board to property managers
The benefits of focusing on expense reduction over rent increases
Long-term financial gains from permanent expense cuts

[14:11 - 17:13] Leveraging Equity and Cash-Out Refinancing

Strategies for building equity and leveraging it for further investments
The difference between single-family homes and multifamily residential investments
Infinite returns through strategic refinancing and property acquisitions

Key Quotes:

"Reducing expenses is actually a bigger value change for the property than raising the rents." - David Pere

"Minor adjustments in property management can yield high returns." – David Pere

Connect with David:

Website: ttps://www.frommilitarytomillionaire.com/investors

LinkedIn: https://www.linkedin.com/in/david-pere/

YouTube: https://www.youtube.com/channel/UCQElNqStWjEBDFNVnXkh1ng

Podcast: https://www.frommilitarytomillionaire.com/podcast/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

Curious about maximizing cash flow from investment properties while minimizing expenses? In this engaging episode, host Angel welcomes real estate investor David Pere to discuss innovative strategies for maximizing cash flow and optimizing expenses in real estate investments. David shares his journey from military service to becoming a successful real estate investor, highlighting key practices that have enabled him to achieve financial independence. Listeners will gain valuable insights into wholesaling, wholetailing, and creative negotiation techniques that make real estate ventures profitable.

[00:01 - 04:08] Opening Insights

Introduction and reflection on the summit's success
Discussing the excitement and anticipation for future events

[04:09 - 09:10] Journey into Real Estate

David's introduction and background
Transition from military to real estate investing
Initial investment experiences and lessons learned

[09:11 - 14:10] Wholesaling vs. Wholetailing

Defining wholesaling and wholetailing
Key differences and benefits of each strategy
Real-life examples and success stories

[14:11 - 19:51] Negotiating the Best Deals

The art of negotiation in real estate
Structuring deals to fit seller needs
Strategies for securing favorable terms and prices

[19:52 - 23:25] Maximizing Cash Flow and Minimizing Expenses

Buying properties with built-in equity
The importance of off-market deals
Effective expense management and long-term financial planning

Key Quotes:

"Negotiating deals is like solving a puzzle; it's intellectually stimulating and rewarding." - David Pere

"Finding your 'why' is essential for staying motivated in real estate investing." – David Pere

Connect with David:

Website: ttps://www.frommilitarytomillionaire.com/investors

LinkedIn: https://www.linkedin.com/in/david-pere/

YouTube: https://www.youtube.com/channel/UCQElNqStWjEBDFNVnXkh1ng

Podcast: https://www.frommilitarytomillionaire.com/podcast/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

Is mastering the art of relationship-building the key to transforming your business and opening new opportunities?

In this episode, Michael Strasser delves into the pivotal role of relationship-building in business success. Sharing personal anecdotes and practical insights, the guest illustrates how fostering genuine connections can lead to long-term benefits and mutual support in the professional realm. From navigating high-pressure situations to leveraging business lines of credit, this conversation offers a wealth of knowledge for anyone looking to strengthen their networking skills and business acumen.

[00:01 - 04:24] Building Authentic Relationships

Importance of creating genuine relationships
Utilizing soft skills in networking
The impact of helping others to get what you want

[04:25 - 08:45] The Value of Long-Term Partnerships

Examples of long-term business relationships
Benefits of consistent support and reliability
The importance of quality over cost in service providers

[08:46 - 12:11] Navigating Challenges with Relationships

Personal stories of overcoming business challenges
The role of strong relationships in crisis management
Examples of going the extra mile for clients

[12:12 - 16:45] Leveraging Business Lines of Credit

Explanation of business lines of credit
How to use credit to overcome financial obstacles
Tips for maximizing the benefits of business credit

[16:46 - 21:05] Education and Continuous Learning

Importance of continuous learning in business
Resources and tools for financial education
Encouragement to explore new financial avenues

Key Quotes:

"It's not just about the grind; it's about building real, meaningful relationships." - Michael Strasser

"If you help enough people get what they want, you're going to get what you want too." - Angel Williams

Connect with Michael:

Website: https://www.alphafunding.com/

LinkedIn: https://www.linkedin.com/company/alpha-funding-capital/

Instagram: https://www.instagram.com/alpha_funding/?hl=en

YouTube: https://www.youtube.com/channel/UCPpYOsZse_xRwMDIpaEb4Ig

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How do successful investors navigate the complexities of liquidity and credit to build wealth?

Today, Michael Strasser navigates the intricate strategies investors use to secure funding, maintain liquidity, and maximize returns. The discussion covers real-world examples of leveraging business lines of credit, the importance of skin in the game, and the role of concierge services in facilitating seamless investment experiences. The episode is packed with valuable insights for both novice and experienced investors looking to enhance their financial strategies.

[00:01 - 04:31] Striking a Deal Amid Uncertainty

Addressing investor concerns about returns
The significance of having a personal investment in deals
Utilizing multiple capital sources to mitigate risks

[04:32 - 08:23] Leveraging Business Lines of Credit

Business lines of credit as a versatile tool for funding
Strategies to liquidate credit lines for investment
Benefits of 0% interest credit card offers for financing

[08:24 - 12:25] The Role of Concierge Services in Investment

Personalized services to manage credit lines and liquidity
Ensuring timely payments and avoiding interest pitfalls
Long-term support and relationship building in financial services

[12:26 - 16:37] Navigating Syndication and Real Estate Investment

The legalities and challenges of capital raising
Importance of having an active role in syndication deals
Overcoming barriers to entry for new investors

[16:38 - 21:48] Building Long-term Investor Relationships

The value of relationship-based business models
Case studies of successful long-term investment strategies
Benefits of repeat business and trusted partnerships

Key Quotes:

"In real estate, you can't transact as a number, you have to be a person." - Michael Strasser

"Utilizing business lines of credit can unlock opportunities that traditional funding might restrict." - Michael Strasser

Connect with Michael:

Website: https://www.alphafunding.com/

LinkedIn: https://www.linkedin.com/company/alpha-funding-capital/

Instagram: https://www.instagram.com/alpha_funding/?hl=en

YouTube: https://www.youtube.com/channel/UCPpYOsZse_xRwMDIpaEb4Ig

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What if you could secure funding for your real estate deals without relying on others' money?

In this episode of the Academy Presents Real Estate Investing Rocks podcast, Angel interviews Michael Strasser, CEO of Alpha Funding Capital. Michael shares innovative financing methods that allow investors to fund their deals without traditional borrowing or using personal savings. They discuss how to leverage business credit, partnerships, and expert guidance to unlock funding opportunities that many investors overlook. Tune in to discover how you can use these creative strategies to expand your real estate portfolio and achieve financial independence.

[00:01 - 04:20] Introduction to Creative Financing

The unique approach of Alpha Funding Capital
The importance and benefits of creative financing in real estate
How Michael recognized the need for alternative financing solutions

[04:21 - 08:34] Exploring Non-Traditional Financing

Why other people’s money isn’t the only way to fund deals
Introduction to deals with no money and business financing
A serviceman's journey to securing $150,000 for investments

[08:35 - 12:51] Partnering for Success

How Alpha Funding collaborates with experts to provide tailored financing solutions
The importance of working with knowledgeable partners to navigate financing complexities
How a well-established LLC can improve your credit options

[12:52 - 16:55] Benefits of Seasoned LLCs

Using business lines of credit to grow and scale real estate investments
How to leverage credit lines for legacy properties and continuous growth
Michael’s vision for helping investors achieve financial independence

Key Quotes:

"You don't have to wait that long to start financing deals with your business funds." - Michael Strasser

"We want to end the friction of needing to find money for great deals." - Michael Strasser

Connect with Michael:

Website: https://www.alphafunding.com/

LinkedIn: https://www.linkedin.com/company/alpha-funding-capital/

Instagram: https://www.instagram.com/alpha_funding/?hl=en

YouTube: https://www.youtube.com/channel/UCPpYOsZse_xRwMDIpaEb4Ig

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

Have you ever considered the untapped potential of private investments beyond Wall Street?

In this episode, Angela and Daniel dive into the dynamic world of private investments, exploring various opportunities such as solar and wind farms, oil wells, local businesses, and even professional sports teams. The conversation highlights the benefits of diversifying investment portfolios and the importance of financial education. With anecdotes and real-life examples, the episode emphasizes the value of understanding and participating in alternative investments to achieve financial independence and impact communities positively.

[00:01 - 04:22] Solar and Wind Farms

Understanding funds that invest in creating solar farms
The potential profitability of participating in renewable energy projects
The diverse opportunities within private investment

[04:23 - 08:26] Beyond Wall Stree

The benefits of investing in main street businesses over Wall Street
Raising capital for small business ventures
Personal anecdotes about investing in local businesses

[08:27 - 12:12] Overcoming Investment Hesitations

The role of education in protecting against scams
Understanding the true value of fiat currency
The importance of asking the right questions before investing

[12:13 - 16:18] The Investment Journey

The necessity of making mistakes to improve investment strategies
The growth curve in understanding and managing investments
The value of learning from experienced investors

[16:19 - 20:42] Real Estate and Multifamily Investments

The experiences and challenges of managing multifamily properties
The importance of due diligence in property management
Personal stories of both successes and failures in real estate investments

Key Quotes:

"Supporting local businesses aligns with my investment values more than sending money off to Wall Street." - Daniel Holmlund

"The more you do it, the better you understand the complexities of private investments." - Daniel Holmlund

Connect with Daniel:

Website: https://alternativeinvestingclub.com/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What unconventional investment opportunities could secure your financial future in a volatile economy?

In this episode, Daniel Holmlund inspects the unique landscape of real estate and alternative investments in Texas. He explores the intricacies of property taxes, the benefits of hiring local experts, and the hidden world of litigation finance. The discussion also highlights the Alternative Investing Club's approach to education and diversification, providing listeners with a wealth of knowledge on unconventional investment opportunities.

[00:01 - 04:30] Navigating Texas Property Taxes

The importance of contesting property assessments to lower taxes
The role of professional negotiators in property tax reduction
The impact of tax laws and disclosure regulations in Texas

[04:31 - 08:57] The Reality of Stagflation

Understanding stagflation and its economic implications
The significance of public sector spending in preventing recessions
Analyzing current economic conditions with expert insights

[08:58 - 12:22] Diversifying with Oil and Gas Investments

Introduction to oil and gas investment opportunities
Comparison between real estate and oil and gas partnerships
Benefits of non-correlated assets in an investment portfolio

[12:23 - 16:21] Exploring Litigation Finance

Explanation of litigation finance and its benefits
The ethical considerations of investing in litigation
How litigation finance provides access to justice for underfunded cases

[16:22 - 19:52] The Alternative Investing Club's Mission

Overview of the Alternative Investing Club’s goals and activities
The importance of education and diversification in investments
Examples of unique investment opportunities like high-end wine and whiskey

Key Quotes:

"If you're an out-of-state investor, you'll never realize you're missing key local insights." - Daniel Holmlund

"There are people with legitimate cases who can't afford to litigate; litigation finance can help them get justice." - Daniel Holmlund

"Alternative investments like litigation finance are non-traditional assets that can provide significant returns, especially in a diversified portfolio." - Daniel Holmlund

Connect with Daniel:

Website: https://alternativeinvestingclub.com/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

In what ways do creative investment strategies navigate the challenges of the current economic landscape?

This week, Daniel Holmlund, a seasoned real estate investor and founder of the Alternative Investing Club, explores his journey from being an engineer at Intel to leading successful real estate clubs and navigating complex investment challenges. The conversation delves into the importance of education and community in real estate investing, innovative solutions like member loans versus capital calls, and the impact of economic shifts on investment strategies. Daniel's insights offer valuable lessons for both novice and experienced investors looking to adapt and succeed in the ever-changing real estate landscape.

[00:01 - 04:36] The Genesis of Real Estate Clubs

Founding a real estate club at Intel to educate and empower employees
Transitioning the club to the public as the Alternative Investing Club
Importance of consistent education and networking in real estate investing

[04:37 - 08:55] Navigating Economic Challenges

The role of education during economic downturns
Personal sacrifices and strategies to sustain investments without distributions
Overcoming asset management challenges through proactive involvement

[08:56 - 12:53] Innovative Investment Strategies

Differences between member loans and capital calls
Avoiding costly legal reviews and ownership dilution
Leveraging member loans to maintain stability and investor trust

[12:54 - 17:23] Turning Around Underperforming Assets

Hands-on approach to asset management and property improvements
Challenges with property management and strategies to address them
Importance of transparency and communication with investors

[17:24 - 22:49] Successful Deals in Challenging Markets

Benefits of tax abatement deals in urban areas
Securing long-term profitability through strategic negotiations
The significance of flexibility and creativity in investment strategies

Key Quotes:

"We need people out there educating others on how to survive in times like this because the economic landscape becomes more grim." - Daniel Holmlund

"In times like these, we need people out there educating others on how to survive and thrive." - Daniel Holmlund

Connect with Daniel:

Website: https://alternativeinvestingclub.com/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How does real estate investment affect personal values and relationships?

In this episode, Morgan Gutierrez analyzes the intricacies of real estate investment and its profound impact on personal values, relationships, and life decisions. She shares her journey through the real estate world, emphasizing the importance of staying grounded, understanding the true value of money, and maintaining authentic relationships. The discussion covers a range of topics, from the challenges of tipping and wealth perception to the ethics of partnerships and the significance of personal growth in the investment journey. This episode is a treasure trove of insights for anyone looking to navigate the complex world of real estate while staying true to their core values.

[00:01 - 04:30] The Value of Tipping and Staying Grounded

The importance of recognizing and appreciating service staff
How wealth can alter one's perception of money
The need to stay connected to one's roots despite financial success

[04:31 - 08:50] Real Estate and Personal Values

Real estate as a rapid wealth-building tool
Maintaining personal values and charity despite financial growth
The impact of upbringing and parental influence on charitable behavior

[08:51 - 12:50] Authentic Relationships in Real Estate

Building genuine relationships is crucial in both life and real estate
The importance of integrity and authenticity in interactions
Learning from mistakes and the value of seeking guidance from experienced mentors

[12:51 - 16:50] The Dynamics of Family and Real Estate Partnerships

The complexities of managing family dynamics in real estate investments
Aligning goals and expectations with partners to avoid conflicts
The importance of clear communication and understanding individual motivations

[16:51 - 23:13] Balancing Life, Work, and Personal Growth

The cyclical nature of work-life balance and the different phases of life
The importance of taking time for oneself and family amidst the hustle
Embracing personal growth and the relentless pursuit of one’s goals despite challenges

Key Quotes:

"If you're not willing to give money away when you don't have any, you will never give it away when you do." - Morgan Gutierrez

"If it's not a hell yes, it's a hell no." - Morgan Gutierrez

Connect with Morgan:

Instagram: https://www.instagram.com/morganrollinsgutierrez

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

Are property management companies prepared to maximize efficiency and profitability even in challenging times?

In this episode, Morgan Gutierrez looks into various strategies and insights for property management companies to enhance their operations and financial stability. From creating separate accounts to managing expenses, understanding different financial seasons, and leveraging tax benefits, the conversation provides valuable tips for property managers at all levels. The discussion also touches on the personal aspects of balancing professional and family life, the freedom of flexible work, and the importance of maintaining integrity in partnerships.

[00:01 - 05:01] Efficient Financial Management

Creating separate accounts for business expenses can provide financial security
Negotiating management fees based on portfolio size
Building an internal insurance policy for unforeseen expenses

[05:02 - 10:52] Understanding Financial Seasons

Different financial strategies are needed for different life seasons
The importance of planning for financial downturns
Recognizing personal financial behaviors and adapting accordingly

[10:53 - 15:58] The Freedom of Flexible Work

Flexible work allows for better work-life balance
The significance of having a mobile office setup
Engaging family members in the entrepreneurial journey

[15:59 - 20:24] Education and Flexibility

The benefits of private schooling for flexibility
Using digital tools to maintain work responsibilities while traveling
The impact of educational experiences beyond the classroom

[20:25 - 24:57] Navigating Partnerships with Integrity

The importance of how potential partners treat their families and others
Recognizing red flags in business relationships
Maintaining integrity and trustworthiness in partnerships

Key Quotes:

"When you’re able to take the money that you do have coming in and not live off of it, it makes a huge difference." - Morgan Gutierrez

"The freedom that you get from not being tied down to somebody else’s dream is huge." - Morgan Gutierrez

Connect with Morgan:

Instagram: https://www.instagram.com/morganrollinsgutierrez

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What strategies enable educators to use their skills and experiences to thrive in real estate investing?

In this episode, Angel welcomes Morgan Gutierrez, a former educator who transitioned into real estate. Morgan emphasizes the importance of financial literacy and the challenges she faced along the way. The discussion covers the intricacies of managing real estate investments, the value of having a reliable team, and practical advice for new investors. Listeners will gain insights into the realities of real estate investing, including risk management, the importance of creative problem-solving, and the impact of community support.

[00:01 - 05:20] Welcome & Introduction

Introduction of Morgan, a former educator turned real estate investor
The prevalence of educators in real estate investing
Morgan's background in residential real estate and her transition to commercial investments

[05:21 - 10:24] Overcoming Financial Illiteracy

Morgan's focus on helping people avoid foreclosure through financial literacy
The slow yet creative nature of residential real estate
Infinite returns and building equity outside of initial investments

[10:25 - 15:08] First Deals and Lessons Learned

Morgan's first real estate deal and the mistakes made
Importance of getting the right tests done on older properties
The need for knowledgeable and investor-friendly realtors

[15:09 - 20:12] Navigating Property Management

Challenges with initial property management experiences
The significance of finding a good property management company
Strategies for dealing with unexpected property issues

[20:13 - 24:45] Knowing When to Walk Away

Recognizing when it's time to walk away from a deal
Creative ways to exit a problematic property investment
The importance of maintaining a positive outlook and being adaptable

Key Quotes:

"The root cause of foreclosure is financial illiteracy. People don't know how to manage their finances." - Morgan Gutierrez

"Fear is the enemy of action. Whenever someone's afraid of something, they're not going to take action and figure it out." - Morgan Gutierrez

Connect with Morgan:

Instagram: https://www.instagram.com/morganrollinsgutierrez

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How can aligning with the right team transform your real estate investment journey? Today, Anette delves into the critical steps of forming and nurturing a real estate investment team. Emphasizing the importance of aligning with like-minded individuals, the discussion covers the journey from brand creation to sealing your first major deal. Anette shares invaluable insights on testing partnerships through joint ventures, the significance of complementary strengths within a team, and the role of strategic networking in achieving investment success. Tune in to learn practical steps to navigate the complexities of the real estate market and build lasting professional relationships.

[00:01 - 04:08] The Foundation of Team Formation

Importance of aligning with people in your niche
Creating a team with complementary strengths
Ensuring team compatibility through joint ventures

[04:09 - 08:30] Setting Up for Success

Focus on unmet steps for readiness
Continuous deal searching and networking
Personal anecdotes on networking and team formation

[08:31 - 12:00] Relationship Building in Real Estate

The role of relationships in business success
Personal stories on networking and following up
Advice on maintaining professional relationships

[12:01 - 16:50] The Power of Masterminds

Benefits of participating in masterminds
Real-life examples of partnerships formed through masterminds
Long-term value of these relationships

[16:51 - 20:45] Sharing Knowledge and Helping Others

Overcoming the scarcity mindset
Sharing information and resources with the community
Balancing personal gain with helping others

Key Quotes:

"Align with a group that is doing what you want to do and create your own team with complementary strengths." - Anette Talie

"Building relationships is crucial for business success; it's all about who you know." - Anette Talie

Connect with Anette:

Website: https://talieinvestments.com

LinkedIn: https://www.linkedin.com/in/anette-talie-lyons-evans/

LinkedIn: https://www.linkedin.com/company/talie-investments

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How can mastering the art of branding and networking transform your real estate journey?

In this enlightening episode, Anette Talie shares her invaluable insights into the importance of establishing a solid brand and effective networking in the real estate industry. She delves into the step-by-step process of creating a brand, from selecting a niche to designing a memorable logo, and emphasizes the power of a consistent, well-crafted personal image. The discussion also highlights the significance of networking, providing practical advice on forming meaningful connections that can open doors to new opportunities. Whether you're a seasoned investor or just starting, this episode offers essential tips to elevate your real estate game.

[00:01 - 04:44] Crafting Your Brand Identity

The importance of timing in branding
Utilizing online resources for design inspiration
Tips for hiring designers and creating standout business cards

[04:45 - 08:49] Establishing Your Online Presence

Creating an effective bio and elevator pitch
Setting up a website tailored to your niche
Consistency in social media branding

[08:50 - 12:23] The Power of a Can-Do Attitude

Embracing opportunities despite initial uncertainties
Examples of how saying "yes" can open doors
The significance of sharing your goals with others

[12:24 - 17:08] Mastering Networking Strategies

The deeper purpose of networking beyond initial meetings
Forming meaningful relationships through follow-ups
Examples of successful networking leading to partnerships

[17:09 - 22:00] Maximizing Conference Experiences

Benefits of attending conferences for education and networking
Strategies for effective follow-up post-conference
Investing in different levels of conference participation

Key Quotes:

"You don't have to be a designer to create a memorable brand." - Anette Talie

"A can-do attitude opens doors to opportunities you never imagined. Always be ready to say yes." - Anette Talie

Connect with Anette:

Website: https://talieinvestments.com

LinkedIn: https://www.linkedin.com/in/anette-talie-lyons-evans/

LinkedIn: https://www.linkedin.com/company/talie-investments

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What does it really take to land your first large multifamily deal and set yourself up for financial freedom?

In this episode, Anette Talie, an experienced architect and real estate investor, shares her journey from property management to owning large multifamily properties. Anette breaks down the 12 essential steps to landing your first large multifamily deal, emphasizing the importance of defining your goals, educating yourself, and leveraging community support. With a blend of personal anecdotes and practical advice, Anette provides a roadmap for aspiring real estate investors to achieve financial freedom and success.

[00:01 - 04: 01] Introduction to Anette Lee's Real Estate Journey

The importance of setting clear goals and understanding your "why."
The role of education and continuous learning in real estate success
Anette's background and her initial steps into real estate investing

[04:02 - 08:33] Setting Goals and Educating Yourself

The necessity of defining personal and financial goals
Utilizing various free resources for real estate education
The importance of learning the language of real estate

[08:34 - 12:23] Networking and Meetups

Benefits of joining local and virtual real estate meetups
How regular attendance can lead to valuable connections
Strategies for adding value to your network and forming partnerships

[12:24 - 16:57] Joining a Mastermind

The impact of masterminds on accountability and progress
Educational benefits and learning from diverse investment strategies
Forming partnerships and friendships through mastermind groups

[16:58 - 20:17] Choosing Your Niche

The importance of focusing on a specific real estate strategy
Setting goals for market size and type of properties
Building a network of brokers, lenders, and other professionals

Key Quotes:

"Financial freedom means not depending on anybody... Real estate has given me that freedom." - Anette Talie

"Define your why—it's your guiding star in the journey of real estate investing." - Anette Talie

Connect with Anette:

Website: https://talieinvestments.com

LinkedIn: https://www.linkedin.com/in/anette-talie-lyons-evans/

LinkedIn: https://www.linkedin.com/company/talie-investments

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What crucial questions should you ask before investing in a real estate fund to ensure it aligns with your financial goals?

In this insightful episode, Alina Trigub navigates into the world of real estate funds, discussing essential considerations for potential investors. From understanding the nuances of different fund strategies to the importance of consulting with a CPA, listeners will gain valuable knowledge on making informed investment decisions. The conversation also highlights the differences between single-asset syndications and fund investments, providing a comprehensive guide for those looking to diversify their portfolios.

[00:01 - 06:00] Introduction to Real Estate Funds

The importance of reading the Private Placement Memorandum (PPM)
Key differences in fund strategies
Overview of tax implications for different funds

[06:01 - 12:21] Tax Consequences and Benefits

Benefits of growth funds and cost segregation
The importance of consulting with a CPA
Differences between open-ended and closed-ended funds

[12:22 - 17:15] Liquidity of Investments

The significance of emergency funds outside of your investments
Flexibility and access to your investment money
The role of fund managers and their compensation

[17:16 - 22:41] Fund Fees Explained

Criteria for choosing the right fund manager
Importance of fund alignment with your investment strategy
Examples of successful fund management strategies

Key Quotes:

"Don't worry if you think your question is stupid. There are no stupid questions. There are only stupid answers." - Alina Trigub

"Funds offer the flexibility and diversification that can help you sleep better at night." - Alina Trigub

Connect with Alina:

LinkedIn: https://www.linkedin.com/in/alinatrigub/

Calendar: https://calendly.com/callwithalina/15min-discovery-call

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

Are you investing in the right type of fund to match your financial goals and risk tolerance?

In this episode, Angel and Alina Trigub dive deep into the world of various investment funds. From income funds perfect for retirees seeking steady payouts to growth funds for those willing to wait for significant returns, and hybrid funds offering a mix of both, the episode unpacks the intricacies of each type. The guest expert from TF Management Group elaborates on fund strategies, risk mitigation, and diversification, providing listeners with a comprehensive understanding of how to make informed investment decisions.

[00:01 - 04:38] Understanding Income Funds

Introduction to income funds and their suitability for different investor profiles
Key benefits of income funds, such as generating passive income
Importance of dividend schedules and payout frequencies

[04:39 - 08:29] Growth Funds Explained

Overview of growth funds and their long-term benefits
Typical value-add projects and their impact on investment returns
Depreciation strategies and their tax implications for investors

[08:30 - 13:25] Income and Growth Funds

Combining income and growth elements in a single fund
How fund managers balance the income and growth components
Example of the Opportunity Fund's structure and benefits

[13:26 - 17:05] Questions Investors Should Ask

Important questions to consider before investing in any fund
Understanding the fund manager's strategy and track record
Evaluating the safety and potential risks of investments

[17:06 - 22:00] Risk Mitigation and Diversification

Strategies for managing and mitigating investment risks
Diversification across asset classes, locations, and investment strategies
Importance of underwriting criteria and downside protection

Key Quotes:

"Diversification and risk mitigation are key to a stable investment strategy." - Alina Trigub

"Income funds are perfect for those needing passive income from day one." - Alina Trigub

Connect with Alina:

LinkedIn: https://www.linkedin.com/in/alinatrigub/

Calendar: https://calendly.com/callwithalina/15min-discovery-call

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How can investing in a diversified real estate fund minimize risks and maximize returns? In this episode, Alina Trigub, shares her extensive knowledge about real estate funds, explaining how they operate and why they are becoming a popular investment vehicle. She dives into the differences between single-asset syndications and funds, the benefits of diversification, and the distinctions between open-ended and closed-ended funds. Whether you're a seasoned investor or just getting started, this episode offers valuable insights into making informed investment decisions.

[00:01 - 04:11] Introduction to Alina Trigub

Understanding the basics of real estate funds
Alina's journey from tax accountant to real estate investor
The rising popularity of real estate funds

[04:12 - 08:10] From Syndications to Funds

Difference between single asset syndications and funds
Benefits of a diversified investment portfolio
The concept of fund of funds

[08:11 - 12:14] Why Choose Funds Over Syndications?

Simplifying investment decisions through funds
Trusting fund managers' expertise
Greater diversification reduces risk

[12:15 - 15:38] Open-Ended vs. Closed-Ended Funds

Explanation of open-ended and closed-ended funds
Importance of liquidity and investor goals
Scenarios where each fund type might be suitable

[15:39 - 18:53] Serving the Investment Community

How fund managers cater to investors' needs
Importance of understanding investor preferences
Combining open-ended and closed-ended funds to serve different goals

Key Quotes:

"Investing in a fund allows you to diversify your portfolio much more than single asset syndications." - Alina Trigub

"When you're investing in a fund, you're allowing yourself to diversify." - Alina Trigub

Connect with Alina:

LinkedIn: https://www.linkedin.com/in/alinatrigub/

Calendar: https://calendly.com/callwithalina/15min-discovery-call

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How can building the right team and having a great coach transform your real estate journey?

Today, Aharon Goins shares his journey from being cautious about selecting a coach to emphasizing the importance of having a reliable team in real estate and life. The discussion covers the significance of vetting potential partners, the necessity of teamwork in achieving success, and the role of continuous learning and coaching. Through personal anecdotes and practical advice, this episode offers valuable insights for anyone looking to succeed in real estate or any collaborative endeavor.

[00:01 - 04:01] Choosing the Right Coach

The importance of thorough vetting
Learning from others' experiences
Building trust and ensuring compatibility

[04:02 - 08:40] The Team Sport of Life and Real Estate

The necessity of a supportive team
Benefits of collaboration over solo efforts
Examples of successful team dynamics

[08:41 - 12:51] Communication and Responsibility in Syndication

Keeping open communication lines
Fiduciary responsibilities to investors
Adjusting team dynamics for better performance

[12:52 - 16:29] Continuous Learning and Coaching

Even successful people need coaches
Learning from everyone and every experience
Modeling success without reinventing the wheel

[16:30 - 19:05] Passion, Persistence, and Giving Back

Enjoying the process despite challenges
Celebrating wins and continuous education
The importance of giving back and adding value to others

Key Quotes:

"Just like in life, you need a team to help you in the process so that you can be successful as much as you can." - Aharon Goins

"Make sure that you have a team, but make sure you bet your team." - Aharon Goins

Connect with Aharon:

LinkedIn: https://www.linkedin.com/in/aharon-goins/,

Meetup: https://www.meetup.com/all-in-on-real-estate-meetup/

Calendar: https://calendly.com/aharon-goins/30min

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What if changing your mindset could allow you to retire at 40 instead of 60? In this episode, Angel and Aharon Goins discuss transformative strategies for financial independence, emphasizing the importance of mindset shifts and practical steps in real estate investment. They share their own experiences and advice on overcoming fear, finding mentors, and taking calculated risks. The episode is packed with actionable insights and motivational stories that inspire listeners to rethink traditional career paths and retirement plans.

[00:01 - 06:49] Breaking the Traditional Retirement Mindset

How a mindset shift can lead to early retirement
Overcoming fear and analysis paralysis is crucial
Seeking mentorship and self-education are foundational steps

[06:50 - 11:27] Avoiding the Shiny Object Syndrome

House hacking as a practical strategy for beginners
Surrounding yourself with successful people is essential
Continuous learning and ego management are critical

[11:28 - 16:52] Networking and Continuous Learning

Networking is vital in the real estate industry
Focus on one niche in real estate before diversifying
Be careful vetting of mentors to avoid scams

Key Quote:

"People you surround yourself is how you are." - Aharon Goins

Connect with Aharon:

LinkedIn: https://www.linkedin.com/in/aharon-goins/,

Meetup: https://www.meetup.com/all-in-on-real-estate-meetup/

Calendar: https://calendly.com/aharon-goins/30min

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How could a mindset shift open new doors in the world of real estate? In this enlightening episode, Angel is joined by Aharon Goins, a former military servicemember turned real estate enthusiast. They dive into the transformative power of a mindset shift, particularly in the realm of real estate investing. Aharon shares his journey from military life to real estate, highlighting the benefits of the VA loan, the importance of financial education, and the discipline required to succeed in this field. Together, they discuss how real estate can serve as a powerful vehicle for wealth building and time freedom, especially for those in the military.

[00:01 - 06:28] Transitioning from Military to Real Estate

The importance of mindset change when entering real estate
Utilizing past experiences to navigate new ventures
Embracing real estate as a viable wealth-building tool

[06:29 - 11:25] Real Estate Strategies and Family Background

Differences between self-managing properties and hiring property managers
Learning from family experiences in real estate
The role of property management in successful real estate investment

[11:26 - 16:35] Financial Freedom through Real Estate

Understanding the VA loan and its advantages
Encouraging veterans to explore real estate investment opportunities
The significance of consistent investment and education

Connect with Aharon:

LinkedIn: https://www.linkedin.com/in/aharon-goins/,

Meetup: https://www.meetup.com/all-in-on-real-estate-meetup/

Calendar: https://calendly.com/aharon-goins/30min

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What does it take to manage properties remotely and the unexpected challenges that come with it?

In this episode, Angela dives deep into property management with Gabriel Craft who shares his experiences balancing on-site responsibilities with remote management. The discussion covers the intricacies of creating efficient systems, the importance of hands-on experience, and the reality of dealing with unexpected crises. From personal anecdotes about managing properties while juggling family life to insights on signing complex contracts and training new team members, this episode is a comprehensive guide to the trials and triumphs of property management.

[00:01 - 05:56] The Remote Investor's Dilemma

The importance of building reliable systems and procedures
Balancing remote management with on-site presence
Handling personal challenges while managing properties

[05:57 - 10:13] Learning Through Crisis

Every challenge offers a learning opportunity
The significance of hands-on experience in property management
Developing respect for on-site staff through personal involvement

[10:14 - 15:54] The Legal and Administrative Hurdles

Navigating complex contracts and property management agreements
The importance of attention to detail in legal documents
Strategies for managing administrative challenges under pressure

[15:55 - 21:22] Gut Instinct vs. Data

Trusting gut instincts in decision-making
The limitations and benefits of data-driven decisions
Effective methods for training new team members

Key Quotes:

"If you haven't found something you dislike in your business, you haven't dug deep enough." - Gabriel Craft

"If you are doing something that you don't like doing in the business, then maybe you expanded and landed too fast and delegated too quickly." - Gabriel Craft

Connect with Gabriel:

Website: https://www.craftcapitalinvestments.com/

Calendar: chatwithgabriel.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

Have you ever wondered what it takes to keep going when your dreams are on the line and everything seems to be falling apart?

In this episode, Gabriel Craft shares an intense journey through the world of property management, revealing the challenges and triumphs faced while navigating complex deals and unexpected setbacks. From imploding teams to finding the right mentors, Gabriel's story is one of resilience, determination, and learning to adapt in the face of adversity. Join us as we delve into the highs and lows of real estate investing, uncovering valuable lessons on persistence, strategy, and the importance of having a strong support system.

[00:01 - 05:22] The Rollercoaster of the First Deal

Three GP teams were needed to finalize the first deal
Navigating through internal conflicts and securing a loan product
The crucial role of support and persistence in overcoming obstacles

[05:23 - 10:02] Strategies to Handle High-Stress Situations

Developing a strategy to stay productive and focused
The concept of the "bowling alley" for maintaining balance
Using brainstorming to alleviate panic and depression

[10:03 - 15:10] Lessons from Early Real Estate Experiences

Transitioning from residential to multifamily properties
The importance of focusing on key tasks and avoiding distractions
Overcoming initial challenges with the help of mentors and team support

[15:11 - 19:30] The Reality of Onsite Property Management

Facing the unexpected dissolution of a property management company
The chaos and drama of onsite management
Learning the importance of chain of command and effective communication

[19:31 - 23:53] Building and Managing Effective Teams

The benefits of having a co-general partner and a strong management team
The concept of vertical integration without the headache of full control
Achieving high productivity through direct involvement and effective oversight

Key Quotes:

"It's about having a team that believes in you and supports you through the toughest times." - Gabriel Craft

"Staying out of panic mode allowed me to be creative and find solutions even when none seemed possible." - Gabriel Craft

Connect with Gabriel:

Website: https://www.craftcapitalinvestments.com/

Calendar: chatwithgabriel.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How does understanding the intricacies of a local real estate market empower investors to outperform large institutional players?

In this engaging episode, Gabriel Craft, a seasoned real estate investor and entrepreneur, shares his transformative journey from a non-profit educator to a strategic real estate investor, highlighting key moments that shaped his investment philosophy. Listeners will gain insights into the importance of local market knowledge, the advantages of being a scrappy investor, and the tactical approaches to real estate syndication and value-add projects.

Gabriel Craft specializes in identifying value-add opportunities within the B&C class segment, ranging from 85 to 280 units in the Dallas-Fort-Worth market. With a solid track record in both owner-manager and commercial real estate investments, Gabriel has successfully managed smaller properties such as Deacon House and Preacher House in Toledo, OH, while also spearheading large syndication projects like RiverBend Apartments in San Antonio, TX, and the Avanti Apartments in Bedford, TX.

[00:01 - 05:17] From Humble Beginnings to Real Estate Visionary

Gabriel's transition from public sector work to real estate investing
The importance of education in real estate
Initial experiences and challenges faced in real estate investments

[05:18 - 10:37] Scaling Up and Overcoming Challenges

Gabriel's approach to scaling from single-family homes to multifamily units
The learning curve associated with managing larger properties
Strategies for dealing with operational challenges like tenant issues

[10:38 - 15:59] Embracing the Multifamily Market

The strategic shift to multifamily investments and its impact on Gabriel's portfolio
Insights into the Dallas real estate market and finding value-add opportunities
The benefits of networking and mentorship in real estate

[16:00 - 20:55] Mentorship and Market Dynamics

The significance of having a strong mentorship network
Learning from others' mistakes and successes in real estate deals
Navigating the institutional and syndication landscape

[20:56 - 24:15] Future Outlook and Strategic Moves

Gabriel's future strategies in the evolving real estate market
The role of personal development in professional success
Anticipating market trends and preparing for potential shifts

Quotes:

"Even if you're not living in your market, you should still know your market that well." - Gabriel Craft

"When you take that leverage from the bank and through syndications, you can do very large projects... It made a big difference to me." - Gabriel Craft

Connect with Gabriel:

Website: https://www.craftcapitalinvestments.com/

Calendar: chatwithgabriel.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How can the pursuit of creating a legacy transform your approach to work and life, and what does it take to make such a profound shift in focus?

Today, Christy Keeton discusses the transformative experience of shifting from a corporate job in the oil and gas industry to creating a personal legacy through real estate investing. This narrative isn't just about financial independence; it's deeply rooted in the desire to build something lasting for future generations. The discussion reveals the emotional and strategic layers involved in this transition, highlighting the importance of mindset changes, consistent action, and the impact of personal drive on achieving significant life changes.

[00:01 - 05:31] - From Corporate to Personal Legacy

Recognizing the shift from fulfilling others' dreams to building one's own legacy
The emotional fulfillment derived from working towards personal and familial goals
The importance of mindset in initiating significant life changes

[05:32 - 10:00] - Challenges and Rewards of Independence

Navigating the practical difficulties of self-motivation and discipline
The creation of personal structures, like the Monday meetup, to foster consistency
The psychological benefits of having control over one’s work and achievements

[10:01 - 15:34] - Building Trust Through Consistency

How consistency in professional endeavors builds trust and reliability
The impact of routine and systematic actions on long-term success
Insights into personal adjustments needed to maintain public engagement

[15:35 - 20:48] - The Power of Networking and Coaching

Leveraging networking to sustain long-term relationships and growth
The role of coaching in facilitating others’ success without exhaustive costs
Sharing expertise to empower others in similar professional paths

[20:49 - 26:29] - Sustaining Growth and Handling Setbacks

Strategies for dealing with market fluctuations and personal inconsistencies
The importance of adapting business plans to changing economic conditions
Emphasizing the human element in business dealings and community building

Quotes:

“Mindset is one of the biggest things that will help you succeed.” - Christy Keeton

"Consistency is another component of trust." - Christy Keeton

Connect with Christy:

LinkedIn: https://www.linkedin.com/in/christykeeton/

Website: https://www.keetonrealtyinvestments.com/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, YouTube channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How do seasoned investors handle unexpected challenges and still achieve success in different real estate markets?

In this episode, we delve into the nuanced world of real estate investments across various markets, focusing on due diligence, managing renovation costs, and the impact of local regulations. Christy Keeton shares personal anecdotes from their experiences with mobile homes, single-family houses, and multifamily properties, revealing the complexities and strategies that help navigate these challenges. From dealing with unexpected water leaks to understanding the intricacies of local utilities, this episode is packed with practical insights for novice and veteran investors.

[00:01 - 04:53] Understanding Due Diligence Across Property Types

Mobile home investments often involve lower renovation costs, providing a buffer for due diligence errors
Single-family investments require precise cost management due to tighter profit margins
Handling unexpected issues like water leaks can significantly impact profitability

[04:54 - 08:14] Challenges and Insights from Real-Life Property Flips

The importance of having a dedicated meter for pools to manage water billing effectively
The potential financial pitfalls when dealing with utility companies and city regulations
The emotional and financial rewards of transforming dilapidated properties

[08:15 - 12:35] Leveraging Local Crime Data for Property Evaluation

The importance of assessing local crime rates using tools like SpotCrime.com before investing
How crime data influences investment decisions and property values
Strategies for effective use of online resources to assess neighborhood safety

[12:36 - 16:30] Building Relationships and Managing Contractors

The significance of establishing strong relationships with local brokers and contractors
Tips for maintaining top-of-mind presence among professional contacts
The challenges and solutions in managing property renovations through contractors

[16:31 - 20:59] Investing in Different Market Types and Managing Properties

The dynamics of investing in secondary and tertiary markets
The role of market research in identifying profitable investment opportunities
Insights into property management and maintaining property standards

Quotes:

"The mobile home due diligence is a little easier... there's room for error where maybe there's not in a single-family or multifamily space." - Christy Keeton

"I like just to see the old things become new again." - Christy Keeton

Connect with Christy:

LinkedIn: https://www.linkedin.com/in/christykeeton/

Website: https://www.keetonrealtyinvestments.com/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What surprising pathways can lead a seasoned oil and gas industry expert into the multifaceted world of multifamily real estate investment?

In this insightful episode, Angel interviews Christy Keeton, a former oil and gas industry analyst who transitioned into multifamily real estate investment. With over 15 years in the oil sector, Christy shares her unique journey from analyzing drilling locations to flipping houses and eventually delving into multifamily properties. This conversation sheds light on the unexpected intersections of career paths and the dynamic world of real estate investment, highlighting how skills from one field can unexpectedly propel success in another.

[00:01 - 04:05] A New Beginning in Real Estate

Leveraging industry experience for real estate analysis
The importance of adaptability in career transitions
Recognizing new opportunities in unlikely places

[04:06 - 08:11] Flipping the Script: From Houses to Mobile Homes

Economic benefits of flipping dilapidated properties
Challenges and rewards of mobile home renovation
The impact on community improvement through property investment

[08:12 - 12:27] Navigating Challenges in Mobile Home Investments

Strategic considerations in choosing mobile homes for investment
Understanding regulatory environments in mobile home investing
Financial strategies for maximizing investment returns

[12:28 - 16:02] Expanding Horizons: Multifamily Investments

Transitioning from single-family to multifamily investments
The role of networking in learning and growth
Adapting investment strategies to different real estate segments

[16:03 - 18:27] A Holistic Approach to Real Estate Investing

The importance of diversification in real estate investments
Benefits of having a robust support network
Leveraging past experiences and connections for current success

Quote:

"I love to watch these old houses that people don't care about, not only because it's the biggest profit on a flip, but it's also making the neighborhood better. It's bringing the house back to life." - Christy Keeton

Connect with Christy:

LinkedIn: https://www.linkedin.com/in/christykeeton/

Website: https://www.keetonrealtyinvestments.com/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How can real estate investors build strong relationships with brokers to win more deals in a competitive market?

In this episode of the podcast, Agostino Pintus shares valuable insights on how real estate investors can build credibility and win more deals by fostering strong relationships with brokers. He emphasizes the importance of creating a professional credibility book, which serves as a high-level business plan that showcases an investor's company, target assets, and team. Agostino also discusses the significance of understanding brokers' needs and structuring deals accordingly, rather than focusing solely on the investor's desires. Additionally, he introduces the PASE (Practical, Action, Social, Emotional) methodology, which helps investors calibrate their communication style to better connect with brokers and build lasting relationships.

Agostino Pintus is a real estate investor, developer, and entrepreneur with more than 17 years of experience in real estate. He currently oversees strategic partnerships, capital development, and platform development for Realty Dynamics Equity Partners, an investment firm specializing in commercial asset acquisition and asset management services.

00:00:00 - 00:02:00 - The Importance of a Credibility Book

A credibility book is like a high-level business plan that showcases your company, target assets, and team.
It should be professionally put together and include information about your business, target properties, and team members' bios.
A well-crafted credibility book can make the difference between getting a call back from a broker or not.

00:02:01 - 00:07:00 - Structuring Deals to Meet Brokers' Needs

Always call the broker and find out what the seller wants before sending an LOI.
Structure the deal to meet the seller's needs, which may include terms, timing, or even non-monetary incentives.
Be mindful of your reputation and avoid submitting lowball offers that could damage your credibility.

00:07:01 - 00:11:00 - Building Your Personal Brand

The real estate community is tight-knit, and your personal brand is crucial to your success.
Your personal brand encompasses the way you look, act, speak, and present yourself through marketing collateral.
A strong, cohesive personal brand can help you win deals, while a disjointed or unprofessional brand can hinder your success.

00:11:01 - 00:17:00 - The PASE Methodology for Effective Communication

PASE stands for Practical, Action, Social, and Emotional, which are qualities everyone possesses to varying degrees.
Understanding a broker's dominant PASE trait allows you to calibrate your communication style to better connect with them.
Adapting your language and approach based on whether a broker is action-oriented, practical, social, or emotional can help you build stronger relationships.

00:17:01 - 00:22:00 - Cultivating More Than Just a Handshake Relationship

Building strong relationships with brokers is essential for success in real estate investing.
Remembering personal details about brokers, such as their dreams, kids' names, or unique facts about them, can help create a more meaningful connection.
By helping brokers achieve their goals, you can leverage the reciprocity bias, making them more likely to help you in return.

Quotes:

"Reputation is everything in this business. And if you lose it, you're done. You're baked. You're done." - Agostino Pintus

"One broker will make you money. Two brokers will make you rich. Three brokers will make you super wealthy." - Agostino Pintus

Connect with Agostino:

LinkedIn: linkedin.com/in/agostinopintus,

Website: agostinopintus.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How can aspiring real estate investors effectively network with brokers to secure their first deal and build long-lasting relationships in the industry?

In this episode, Agostino Pintus shares valuable insights on how to approach and build relationships with real estate brokers as a new investor. He emphasizes the importance of doing your own underwriting, practicing your pitch, and targeting the right brokers to start with. Agostino also discusses the significance of having a strong team in place, including a property manager, CPA, and real estate attorney, to establish credibility when approaching brokers. By following these strategies and consistently delivering on promises, investors can secure their first deal and set themselves up for future success in the real estate industry.

Agostino Pintus is a real estate investor, developer, and entrepreneur with more than 17 years of experience in real estate. He currently oversees strategic partnerships, capital development, and platform development for Realty Dynamics Equity Partners, an investment firm specializing in commercial asset acquisition and asset management services.

[00:00:00] - [00:02:59] Laying the Groundwork: Underwriting and Practicing Your Pitch

Do your own underwriting to understand how deals are put together
Practice your pitch with smaller brokers before targeting the top players
Have a credibility pitch deck ready to showcase your team and assets

[00:03:00] - [00:05:59] Building Your Team: The Importance of a Strong Property Manager

A good property manager can help line you up with brokers
Leverage your team's credibility if you lack personal experience
Always treat brokers to lunch or coffee and never let them pay

[00:06:00] - [00:08:59] The Power of Networking and Warm Introductions

Real estate is a networking business, and warm introductions are crucial
Property managers are integral to the business and should have broker connections
Be prepared to sell yourself and your vision to potential team members

[00:09:00] - [00:11:59] Minimizing Mistakes: The Importance of Preparation

Practice your script, know the lingo, and do the work upfront
Minimize mistakes by being well-prepared and presentable
The real estate industry is competitive, and brokers receive numerous calls daily

[00:12:00] - [00:18:59] Securing Your First Deal and Building Long-Term Relationships

Brokers prioritize investors who consistently deliver and close deals
Securing your first deal is the toughest, but subsequent deals come more easily
Assemble a strong team, including a CPA, real estate attorney, and SEC attorney (if needed), to establish credibility with brokers

Quotes:

"This whole business is finance. If you don't understand the intricacies of how financial statements put together, you're going to run into problems and you're going to look like a newbie." - Agostino Pintus

"The good thing about this business is that it is a networking business, right? That's what this is. It's a networking business." - Agostino Pintus

Connect with Agostino:

LinkedIn: linkedin.com/in/agostinopintus,

Website: agostinopintus.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How can building relationships and gaining knowledge help you overcome analysis paralysis and land your first real estate deal?

In this episode, Angel Williams sits down with Agostino Pintus, a successful real estate entrepreneur and host of the Cashflow Podcast. Agostino shares his journey from working as a C-level executive in corporate America to finding freedom and success in real estate investing. He emphasizes the importance of mindset, setting clear goals, and building relationships to achieve success in the industry. Agostino also stresses the significance of learning the language of real estate, practicing deal analysis, and maintaining curiosity as an entrepreneur.

Agostino Pintus is a real estate investor, developer, and entrepreneur with more than 17 years of experience in real estate. He currently oversees strategic partnerships, capital development, and platform development for Realty Dynamics Equity Partners, an investment firm specializing in commercial asset acquisition and asset management services.

00:00:00 - 00:08:59 - From Corporate America to Real Estate Entrepreneurship

Agostino shares his background and how he transitioned from corporate America to real estate investing
The importance of setting clear goals and having a vision board
Realizing the finite nature of time and deciding to pursue real estate full-time

00:09:00 - 00:13:59 - Mindset: The Foundation of Success

Angel shares a personal story about how her mindset shifted and led to new opportunities
Agostino emphasizes the critical role of mindset in real estate entrepreneurship
The significance of defining your purpose and living with intention

00:14:00 - 00:17:59 - Mastering the Language of Real Estate

The importance of learning and speaking the language of commercial real estate
Practicing deal analysis and underwriting to gain confidence
Understanding what brokers want and how to establish credibility

00:18:00 - 00:21:59 - Cultivating Curiosity as an Entrepreneur

Tips for learning real estate terminology and vocabulary
The role of curiosity in successful entrepreneurship
Maintaining curiosity and exploring opportunities in real estate

00:22:00 - 00:24:59 - Fiduciary Responsibility and Investor Relationships

The importance of conservative underwriting and responsible investing
Building and maintaining relationships with investors, who often become like friends and family
The necessity of putting in the work and analyzing deals before investing

Quotes:

"Time is one of those finite things. But as you get older, it hits you like a ton of bricks." - Agostino Pintus
"The mindset is everything, the mindset is so important. It's not to be trifled with." - Agostino Pintus

Connect with Agostino:

LinkedIn: linkedin.com/in/agostinopintus,

Website: agostinopintus.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What crucial factors can make or break your real estate investment, and how can you ensure your property management company is working in your best interest?

In this episode, Angel Williams and Randy Langenderfer discuss the importance of having a strong property management company when investing in real estate. They share stories of how a property management company can impact the success of a deal, from misreporting occupancy rates to failing to pay bills on time. The hosts also delve into the differences between investing in small properties versus large multifamily properties, highlighting the advantages of economies of scale and the value of one's time. Additionally, they touch on the benefits of being a passive investor and the significance of trust in the operator-investor relationship. The conversation also covers the importance of coaching and mentorship in expediting growth and preventing problems in one's real estate journey.

Randy is Founder and President of InvestArk Properties and general partner in 1,500 doors representing $250M in assets under management. He has invested in a total of over 3,000 units in TX, OK, AZ, SC and LA. His investment strategy focuses on providing the passive investor significant returns by improving communities using a safe and time-tested approach. He is passionate about helping the busy professional achieve their goals in real estate and has been a part of several national educational programs and is currently a private multi-family coach.

He is a board member and previously served as the Chief Compliance and Audit Officer for a large academic medical institution in Houston, TX. He has a bachelor’s degree in accounting, Information Systems, an MBA in Finance, and is a CPA.

00:00:00 - 00:05:00 The Importance of a Strong Property Management Company

A property management company can make or break a deal
Be aware of potential issues such as misreported occupancy rates and unpaid bills
Consider the amount of attention your property will receive based on the size of the management company's portfolio

00:05:00 - 00:10:00 Small vs. Large Multifamily Investments: Weighing the Pros and Cons

Smaller properties may require more hands-on involvement from the investor
Larger multifamily properties offer economies of scale and potentially less time investment
Consider the value of your time when choosing between small and large investments

00:10:00 - 00:15:00 The Benefits of Passive Investing and the Importance of Trust

Passive investing can provide a hands-off approach to real estate investing
Trust in the operator is crucial for passive investors
Experienced investors may spend less time reviewing reports as trust in the operator grows

00:15:00 - 00:20:00 Effective Communication and Follow-Up in Investor Relations

Investors should not expect operators to know everything about every aspect of the investment
Operators should be transparent about their knowledge and follow up with answers to investor questions
Utilizing a CRM can help maintain effective communication and organization

00:20:00 - 00:26:00 Investing in Coaching and Mentorship for Long-Term Success

Coaching and mentorship can expedite growth and help prevent problems in one's real estate journey
Find a coach that fits your needs and commit fully to the program
Real estate investing is a marathon, not a sprint, and continued education is crucial for long-term success

Quotes:

"Just as the operating team can make or break the deal, so can the property management company." - Angel Williams
"Multifamily is a team sport. You can't succeed without some kind of team effort." - Randy Langenderfer

Connect with Randy:

Website: www.invest-ark.com

Website: www.multifamilymaestros.com

LinkedIn: https://www.linkedin.com/in/randy-langenderfer/

Facebook: https://www.facebook.com/randy.langenderfer

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How can the relationship between the operating team and investors make or break a real estate deal, especially in challenging market conditions?

In this episode, Angel Williams and Randy Langenderfer discuss the importance of trust and relationships in passive real estate investing. They share their experiences with different operating teams and how a strong team can help a deal survive even in tough times. The conversation also delves into the differences between cash and accrual accounting, the pros and cons of vertically integrated property management, and the significance of creating a sense of home for tenants. Throughout the discussion, Angel and Randy emphasize the value of knowing one's strengths and relying on the expertise of others in areas where one may lack knowledge or experience.

Randy is Founder and President of InvestArk Properties and general partner in 1,500 doors representing $250M in assets under management. He has invested in a total of over 3,000 units in TX, OK, AZ, SC and LA. His investment strategy focuses on providing the passive investor significant returns by improving communities using a safe and time-tested approach. He is passionate about helping the busy professional achieve their goals in real estate and has been a part of several national educational programs and is currently a private multi-family coach.

He is a board member and previously served as the Chief Compliance and Audit Officer for a large academic medical institution in Houston, TX. He has a bachelor’s degree in accounting, Information Systems, an MBA in Finance, and is a CPA.

[00:00:00] - [00:02:00] The Importance of Trust in Passive Investing

Trust in the operating team is crucial for the success of a real estate deal.
A strong operating team can help a deal survive even in challenging market conditions.
Building relationships with the operating team is essential before investing.

[00:02:00] - [00:06:00] Cash vs. Accrual Accounting in Real Estate

New investors should educate themselves on the differences between cash and accrual accounting.
Accrual accounting aims to smooth out income and expense variations over time.
Understanding which reports are cash basis and which are accrual is crucial for investors.

[00:06:00] - [00:10:00] Vertically Integrated Property Management: Pros and Cons

Vertically integrated models, where the property management company is part of the GP team, are becoming more common in larger deals.
The success of a vertically integrated model depends on the performance of the property management company and the ability to remove them if necessary.
Some investors prefer third-party property management to avoid potential conflicts of interest.

[00:10:00] - [00:15:00] Creating a Sense of Home for Tenants

Using language that emphasizes "home" rather than "unit" or "tenant" can help create a sense of belonging for residents.
Creating a sense of home can lead to lower turnover, increased renewals, and reduced costs.
The concept of home resonates with people across different classes of apartments.

[00:15:00] - [00:18:00] Leveraging Expertise in Real Estate Investing

Investors should focus on their strengths and rely on the expertise of others in areas where they lack knowledge or experience.
Empowering local teams to make decisions is crucial for the success of a real estate investment.
Partnering with experts in specific markets can help investors navigate unfamiliar territories more effectively.

quotes:

"You need to 100 percent know that you can trust the operating team because they can make a good deal suck and they can make a bad deal survive." - Angel Williams
"I think people want to live someplace they're comfortable with and call home. And that just creates less turnover, promotes renewals. Less cost and more benefits”- Randy Langenderfer

Connect with Randy:

Website: www.invest-ark.com

Website: www.multifamilymaestros.com

LinkedIn: https://www.linkedin.com/in/randy-langenderfer/

Facebook: https://www.facebook.com/randy.langenderfer

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What surprising advice does a seasoned real estate investor have for those looking to invest in multiple markets?

In this episode, Angel Williams sits down with Randy Langenderfer, a seasoned real estate investor with a diverse portfolio spanning several markets. Randy shares his journey from corporate America to real estate investing, discussing the importance of knowing your market, the challenges of investing in tertiary markets, and the value of having strong regional managers. He also touches on the changing dynamics of multifamily investing, the significance of population growth and income growth when choosing markets, and how to utilize self-directed IRAs to get started in real estate investing.

Randy is Founder and President of InvestArk Properties and general partner in 1,500 doors representing $250M in assets under management. He has invested in a total of over 3,000 units in TX, OK, AZ, SC and LA. His investment strategy focuses on providing the passive investor significant returns by improving communities using a safe and time-tested approach. He is passionate about helping the busy professional achieve their goals in real estate and has been a part of several national educational programs and is currently a private multi-family coach.

He is a board member and previously served as the Chief Compliance and Audit Officer for a large academic medical institution in Houston, TX. He has a bachelor’s degree in accounting, Information Systems, an MBA in Finance, and is a CPA.

[00:00:00] - [00:03:00] From Corporate America to Real Estate Investing

Randy's journey from corporate America to real estate investing
Starting with single-family flips and hard money lending
Discovering multifamily and pursuing financial freedom

[00:03:00] - [00:07:00] The Importance of Knowing Your Market

Angel's advice on focusing on 1-2 markets and knowing them well
Randy's experience investing in multiple markets and the value of local partners
The challenges of investing in Houston without being present

[00:07:00] - [00:12:00] Navigating Tertiary Markets and Changing Dynamics

The skinny margins in tertiary markets and the need for larger properties
The changing breakeven point for multifamily properties (from 60 to 90+ units)
The importance of strong regional managers in navigating local challenges

[00:12:00] - [00:18:00] Lessons Learned from Asset Management

Angel's experience managing a property during a management company dissolution
Randy's "PhD in the school of asset management, hard knocks"
The value of overseeing property management without doing it yourself

[00:18:00] - [00:23:00] Choosing Markets and Utilizing Self-Directed IRAs

The significance of population growth, income growth, and crime rates when choosing markets
The higher probability of success in larger, growing markets
Utilizing self-directed IRAs and forming LLCs to get started in real estate investing

Quote:

"There needs to be an angel or somebody that's close that can get to the property in an hour. If it's not me, it's somebody on my team that can get to the property in an hour, no more than an hour." - Randy Langenderfer

Connect with Randy:

Website: www.invest-ark.com

Website: www.multifamilymaestros.com

LinkedIn: https://www.linkedin.com/in/randy-langenderfer/

Facebook: https://www.facebook.com/randy.langenderfer

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

Can a simple savings program revolutionize the lives of residents in affordable housing?

In this thought-provoking episode, Angel Williams and Alex Cartwright delve into an innovative idea that could transform the lives of residents in affordable housing. Alex proposes a resident savings account (RSA) program, where a portion of the rent is matched and deposited into a savings account for the resident. This simple yet powerful concept could provide a financial safety net for residents, allowing them to handle unexpected expenses without jeopardizing their housing stability. The discussion also touches on the challenges faced by low-income families, the importance of accessible amenities, and the potential for partnerships with banks and investors to make this idea a reality.

Alex conducts macroeconomic analysis on target markets and conducts the underwriting for Vilicus Capital offerings. Alex has also previously worked as a consultant with one of the biggest mobile home - owners in the country.

[00:00:00] - [00:03:00] The Resident Savings Account: A Simple Solution for Financial Stability

Alex introduces the concept of the resident savings account (RSA)
The RSA could provide a financial cushion for residents to handle unexpected expenses
Even a small amount saved can make a significant difference in a resident's life

[00:03:00] - [00:06:00] Understanding the Challenges of Low-Income Families

Angel shares insights from her experience as a teacher in low-income communities
Low-income families often face difficult decisions due to limited resources
The RSA could offer an alternative to sacrificing necessities for unexpected expenses

[00:06:00] - [00:09:00] Making Affordable Housing More Accessible and Affordable

The discussion highlights the importance of making affordable housing more accessible
Angel's grandparents' experience with affordable housing is shared as an example
The RSA could provide longevity for residents who might otherwise have to skip rent

[00:09:00] - [00:12:00] The Potential for Partnerships and Investors

Alex expresses the need for finding the right banking partner for the RSA program
Angel suggests the possibility of involving venture capital groups to back the idea
The discussion emphasizes the importance of understanding the unique challenges faced by hourly workers

[00:12:00] - [00:20:00] Enhancing Affordable Housing with Valuable Amenities

Alex and Angel discuss the potential for converting hotel spaces into valuable amenities
After-school care is highlighted as a potential amenity that could attract and retain families
The long-term benefits of on-site amenities, such as fuel and time savings, are considered

Quote:

"We see opportunity cost everywhere, right? We see costs on the stuff that doesn't have numbers attached to it." - Alex Cartwright

Connect with Alex:

Website: www.Vilicus.Capital

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

Can providing affordable housing without relying on taxpayer money be a sustainable solution to the housing crisis?

In this episode, Angel Williams and Alex Cartwright discuss the innovative approach of converting hotels into affordable housing units. Alex shares his experiences in offering all-inclusive rental packages that provide stability and convenience for low-income tenants. By eliminating the need for sub-metering and additional fees, Alex's company aims to create a win-win situation for both the residents and the property owners. The conversation also touches on the disproportionate impact of inflation on low-income households and the potential of a resident savings account program to reduce turnover costs and improve the lives of tenants.

Alex conducts macroeconomic analysis on target markets and conducts the underwriting for Vilicus Capital offerings. Alex has also previously worked as a consultant with one of the biggest mobile home owners in the country.

[00:00:00] - [00:03:00] The All-Inclusive Rental Package

Offering furnished units with utilities, internet, and cable included
Providing stability and convenience for low-income tenants
Competing with traditional apartments by offering a single, fixed monthly price

[00:03:00] - [00:06:00] Creating Affordable Housing Without Taxpayer Money

Renovating hotel units to provide affordable housing options
Reducing rent for long-term hotel residents by 20-30%
Generating a free market solution that benefits both tenants and property owners

[00:06:00] - [00:09:00] The Impact of Inflation on Low-Income Households

Discussing the regressive effects of inflation on lower-income individuals
Highlighting the disproportionate impact of rising food and housing costs
Acknowledging the challenges faced by low-income families in the current economic climate

[00:09:00] - [00:12:00] Gamifying Rent Payments and Rewarding Tenants

Exploring the concept of the Pinata app, which gamifies rent payments
Discussing the potential of rewarding tenants with points for on-time payments and lease renewals
Allowing tenants to choose their own rewards based on their preferences

[00:12:00] - [00:18:00] The Resident Savings Account Model

Introducing the idea of a resident savings account to reduce turnover costs
Contributing to the account as an incentive for tenants to stay longer
Providing tenants with the opportunity to save for future goals, such as a down payment on a home or education expenses

Quote:

"I'm so proud. I don't have to take any taxpayers money to do that. That means I don't have to take any anybody else's money to do that. This is just pure free market solution where everybody wins." - Alex Cartwright

Connect with Alex:

Website: www.Vilicus.Capital

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

Can converting hotels into apartments solve the affordable housing crisis while providing a lucrative investment opportunity?

In this episode, host Angel Williams sits down with Alex Cartwright, an Associate Professor of Economics at Ferris State University and a real estate investor focused on hotel-to-apartment conversions. Alex shares his journey from traditional multifamily syndication to discovering the untapped potential of converting struggling hotels into affordable housing. He discusses the challenges and advantages of this unique investment strategy, emphasizing the growing demand for workforce housing and the limited supply of old hotels ripe for conversion. Alex also delves into the financial aspects of hotel conversions, explaining how the shift from hotel to multifamily cap rates can lead to significant returns with limited downside risk.

Alex conducts macroeconomic analysis on target markets and conducts the underwriting for Vilicus Capital offerings. Alex has also previously worked as a consultant with one of the biggest mobile home owners in the country.

00:00:00 - 00:03:00 - From Traditional Multifamily to Hotel Conversions

Alex found it increasingly difficult to find deals in traditional multifamily syndication.
He sought a niche where he could be known as the expert and scale his business.
A broker introduced him to the concept of hotel-to-apartment conversions.

00:03:00 - 00:08:00 - The Demand for Affordable Housing and Supply of Old Hotels

Affordable housing is in high demand, but no one is building it.
Hotels have a limited lifespan and struggle to compete with VRBOs and Airbnbs.
Converting old hotels into apartments can unlock their value and meet the demand for workforce housing.

00:08:00 - 00:14:00 - Navigating the Challenges of Hotel Conversions

Cities are often open to rezoning old hotels into multifamily properties to create more affordable housing.
Converting hotels floor-by-floor allows for maintaining cash flow during the process.
Hotels often serve as "proxy apartment buildings" for those on the edge of homelessness or in need of simple, affordable living arrangements.

00:14:00 - 00:16:00 - The Financial Conversion: From Hotel to Multifamily Cap Rates

The real conversion is financial, as hotels trade at a lower cap rate than multifamily properties.
Buying at a hotel cap rate and refinancing at a multifamily cap rate can lead to significant returns.
The lower basis in hotel conversions provides upside potential and downside protection.

00:16:00 - 00:19:00 - A Real-World Example: The Houston Hotel Conversion

Alex's recent Houston hotel purchase was acquired at $28,000 per door, significantly lower than competing multifamily properties.
The low cost basis allows for flexibility in rental rates and a cushion against downside risk.
While finding the right deal takes work, hotel conversion opportunities are not as rare as one might think.

Quotes:

"Affordable housing is exactly what no one is building, and affordable housing is exactly what disappears every time another syndication group buys the C class property and upgrades it to a B minus." - Alex Cartwright
"The real conversion is actually a financial conversion because a hotel trades at a cap rate, usually in the low to mid teens, and a cap rate. It's fundamentally some measure about how durable the income stream is on an asset is the income consistent and is the income growing." - Alex Cartwright

Connect with Alex:

Website: www.Vilicus.Capital

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

a

View Details

How can understanding people's unique motivations and experiences help foster stronger connections and more successful business ventures?

In this episode, Angel Williams and Elam King delve into the importance of understanding people's diverse backgrounds, motivations, and experiences when building relationships and navigating business ventures. They discuss how embracing diversity and finding common ground can lead to more meaningful connections and successful outcomes. Angel shares her experiences as a teacher working with students from various backgrounds, while Elam reflects on his journey in the hospitality industry and the challenges of managing short-term rentals. Together, they emphasize the value of empathy, adaptability, and the willingness to learn from others in both personal and professional contexts.

Elam King grew up on an Amish farm but never grew to appreciate it. However, he did like his job in his teens of rebuilding manure spreaders. Yeah, they were dirty!! :) He finds great joy in turning crap into gold. Elam is an Airbnb superhost focused on making Airbnb investments profitable. He bought his first house (a 7 bedroom city home) in 2007 and totally rehabbed it. Elam and his family house-hacked it, by living in 2 bedrooms and renting the other 5 out. To date, this has been one of their best deals. His favorite Airbnb investments are ones that need rehab. It gives him the opportunity to make them what he wants–a unique experience for the guests. Elam grew his Airbnb portfolio to about 3.5 million in 2023 and wants to scale to a lot more in 2024.

(00:00:00 - 00:03:00) Embracing Unique Experiences and Motivations

Angel shares her family's approach to creating memorable experiences while traveling to conferences
Understanding and catering to individual preferences is key to building strong connections
Finding people's "currency" helps in negotiating and creating value

(00:03:00 - 00:06:00) Navigating Business Relationships and Cultural Differences

Elam discusses a challenging land deal and the importance of taking action and learning from setbacks
Understanding cultural differences and building relationships is crucial in business negotiations
Digging deeper to uncover what truly matters to people can lead to more successful partnerships

(00:06:00 - 00:09:00) The Power of Diversity and Soft Skills

Angel reflects on her economics background and the importance of understanding how people respond to incentives
Embracing diversity and building connections with people from various backgrounds can lead to more fulfilling relationships
Soft skills and the ability to empathize with others are valuable assets in both personal and professional settings

(00:09:00 - 00:12:00) Navigating the Challenges of the Hospitality Industry

Angel and Elam discuss the challenges and rewards of managing short-term rentals and the hospitality industry
Dealing with the best and worst of people requires adaptability and emotional resilience
The true nature of hospitality lies in fostering genuine connections and understanding between people

(00:12:00 - 00:17:00) Mindset, Expectations, and the Pursuit of High Margins

The closer you get to people, the more drama increases, but the type of drama varies depending on the clientele
Maintaining a positive mindset and managing expectations is crucial in the hospitality industry
Elam emphasizes the importance of pursuing high margins and being selective in choosing properties for short-term rentals

Key Quotes:

"Economics isn't the study of money, it's the study of how people respond to incentives." - Angel Williams
"The true nature of hospitality is two people getting together and just really getting to know each other." - Elam King

Connect with Elam:

Website: www.rewonder.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How can short-term rental hosts create unforgettable experiences that capture their guests' imaginations and souls?

In this episode, Angel Williams and Elam King dive into the challenges and opportunities of managing short-term rentals. They discuss the difficulties of finding accountants who understand the complexities of the industry and the importance of economies of scale in property management. The conversation also explores the difference between amenity-rich and experience-rich properties, with Elam emphasizing the power of capturing people's imaginations through unique and creative experiences. By focusing on the deeper needs of guests, such as love, joy, and peace, short-term rental hosts can create unforgettable stays that go beyond mere physicality.

Elam King grew up on an Amish farm but never grew to appreciate it. However, he did like his job in his teens of rebuilding manure spreaders. Yeah, they were dirty!! :) He finds great joy in turning crap into gold. Elam is an Airbnb superhost focused on making Airbnb investments profitable. He bought his first house (a 7 bedroom city home) in 2007 and totally rehabbed it. Elam and his family house-hacked it, by living in 2 bedrooms and renting the other 5 out. To date, this has been one of their best deals. His favorite Airbnb investments are ones that need rehab. It gives him the opportunity to make them what he wants–a unique experience for the guests. Elam grew his Airbnb portfolio to about 3.5 million in 2023 and wants to scale to a lot more in 2024.

[00:00:00] - [00:03:00] The Challenges of Finding the Right Accountant

Short-term rentals are relatively new, making it difficult to find accountants who understand the industry's complexities.
Hosts may spend more time explaining the business to accountants than actually getting their accounting done.
The lack of industry-specific accounting solutions can lead to high bookkeeping costs.

[00:03:00] - [00:06:00] Economies of Scale in Property Management

As hosts acquire more properties, they need to consider the time commitment required to manage them effectively.
Residential properties, even when purchased with a commercial loan, can be more time-consuming to manage than larger, commercial properties.
Hosts should evaluate deals based on both the financial numbers and the time investment required.

[00:06:00] - [00:09:00] Creating Destinations and Capturing Imaginations

To stand out in the hospitality industry, hosts can create unique experiences that capture guests' imaginations.
Properties with themed rooms or creative amenities can become destinations in themselves, attracting guests willing to pay a premium.
Hosts should consider the specific needs and preferences of their target audience when designing their properties and experiences.

[00:09:00] - [00:12:00] The Difference Between Amenity-Rich and Experience-Rich Properties

While amenities are important, experiences are what truly capture guests' attention and encourage them to open their wallets.
Hosts can create experiences by adding elements of mystery, fun, and creativity to their properties.
Long-term rentals, such as class B and C apartments, typically focus more on amenities than experiences.

[00:12:00] - [00:17:00] Meeting the Deeper Needs of Guests

Beyond physical amenities, guests have deeper needs for love, joy, and peace that hosts can address through unique experiences.
By focusing on the soul and emotions of guests, hosts can create unforgettable stays that go beyond mere physicality.
Happiest people are not necessarily those with the most luxury, but those whose deeper needs are met through meaningful experiences.

Quotes:

"All of us have deep fears and deep desires, and it's not necessarily physical. Physical is what we see. But really at the root of it, at the root of who we are, we need love, joy, and peace." - Elam King

Connect with Elam:

Website: www.rewonder.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

Can short-term rentals be more than just a place to sleep, and actually ignite people's souls?

In this episode of the Academy presents Real Estate Investing Rocks podcast, Angel Williams sits down with Elam King, a seasoned short-term rental investor, to discuss the exciting world of hospitality and real estate. Elam shares his journey from purchasing his first foreclosure property in 2017 to now managing a portfolio worth over three and a half million dollars. He emphasizes the importance of creating a unique experience for guests and the potential for short-term rentals to be more than just a place to sleep. Throughout the conversation, they delve into the challenges and opportunities of scaling a short-term rental business, the differences between single-family homes and larger properties, and the various financing options available in this relatively new asset class.

Elam King grew up on an Amish farm but never grew to appreciate it. However, he did like his job in his teens of rebuilding manure spreaders. Yeah, they were dirty!! :) He finds great joy in turning crap into gold. Elam is an Airbnb superhost focused on making Airbnb investments profitable. He bought his first house (a 7 bedroom city home) in 2007 and totally rehabbed it. Elam and his family house-hacked it, by living in 2 bedrooms and renting the other 5 out. To date, this has been one of their best deals. His favorite Airbnb investments are ones that need rehab. It gives him the opportunity to make them what he wants–a unique experience for the guests. Elam grew his Airbnb portfolio to about 3.5 million in 2023 and wants to scale to a lot more in 2024.

[00:00:00] - [00:04:00] From Foreclosure to Financial Freedom: Elam King's Short-Term Rental Journey

Elam purchased his first foreclosure property in 2017 and house hacked to get started
He grew his portfolio to three and a half million dollars in just six years
Elam and his family are now ready to scale their business and acquire millions more in real estate

[00:04:00] - [00:07:00] Scaling Up: The Transition from Single-Family Homes to Larger Properties

Single-family short-term rentals can work, but they require a lot of energy and are difficult to scale
Elam is now focusing on larger deals, such as a 280-acre land deal for a $40 million resort and a 32-room motel
Short-term rentals are a hospitality play, not just about the physical property, but also about creating an experience

[00:07:00] - [00:10:00] The Challenges and Rewards of Running a Short-Term Rental Business

Short-term rentals come with unique challenges, such as cleaning logistics and the need for constant communication
Despite the challenges, Elam is excited about the industry and its potential for growth
Real estate investing, including short-term rentals, is a business that requires an entrepreneurial mindset

[00:10:00] - [00:14:00] Financing Short-Term Rentals: Navigating a New Asset Class

Short-term rental financing can be more challenging than traditional long-term rental financing
Banks may require more information, such as occupancy rates and income, which can be difficult to prove for new or unique properties
Alternative financing options, such as seller financing, can be helpful when traditional bank loans are not available

[00:14:00] - [00:22:00] Three Ways to Make Money with Short-Term Rentals: Arbitrage, Management, and Ownership

Arbitrage involves renting a property and then subletting it on platforms like Airbnb, but offers less control and no long-term equity
Managing properties for others can be profitable, but regulations vary by state and the industry is still in its "Wild West" phase
Owning properties provides the most control and long-term benefits, but requires more capital and hands-on involvement

Quotes:

"Our vision statement is to create a hospitality brand that ignites people's souls." - Elam King

"It is real estate, but it's kind of like McDonald's, they own real estate, but it's not their brand." - Elam King

Connect with Elam:

Website: www.rewonder.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How can focusing on your strengths and building a diverse team help you succeed in real estate investing?

In this engaging podcast episode, Matt Faircloth and Angel Williams discuss the importance of recognizing and leveraging your strengths while building a well-rounded team to achieve success in real estate investing. They emphasize the value of admitting your weaknesses and finding people who excel in those areas to complement your skills. Matt shares his insights on retaining good tenants in C-class apartments and the potential opportunities arising from the current market conditions. The conversation also touches on the advantages of investing in single-family homes and the upcoming trends in the real estate market.

Matt Faircloth has been a full-time investor since 2005. In that time he has successfully completed projects involving dozens of fix and flips, office buildings, single-family homes, and apartment buildings.

He has completed over a Hundred Million in real estate transactions and controls thousands of units of multi family. He is a regular contributor and podcast guest on Bigger Pockets.com, has an active YouTube Channel dedicated to educating investors, and the author of the Amazon Best Seller, Raising Private Capital, how to Build your Real Estate Empire with Other People's Money.

[00:00:00] - [00:03:00] Focusing on Strengths and Building a Team

Recognize and focus on your strengths while admitting your weaknesses
Build a team based on strengths to grow your business
Outsource tasks you hate doing to those who excel in those areas

[00:03:00] - [00:07:00] The Importance of Balancing Strengths and Weaknesses

Differentiate between essential skills and areas where you don't need to excel
Shift on the spectrum towards improving certain skills, but recognize your limitations
Pay someone to do tasks you hate once you have the resources

[00:07:00] - [00:13:00] Retaining Good Tenants in C-Class Apartments

Focus on tenant happiness by keeping rent increases reasonable
Offer incentives and amenities to create a sense of community
Prioritize tenant retention over immediate rent increases to avoid vacancies

[00:13:00] - [00:18:00] The Resilience of C-Class Tenants During Economic Downturns

C-class tenants are more versatile and can find new jobs more easily
A and B-class tenants may face more challenges in finding comparable employment
Single-family homes can offer excellent returns with the right tenants and property management

[00:18:00] - [00:22:00] Opportunities in the Changing Real Estate Market

Short sales may become more common as forbearances increase
Executing business plans effectively will be crucial for success
Single-family homes may present overlooked opportunities for investors

Quotes:

"There's certain things you have to do for your financial health or for your physical health or for your mental health or whatever it is." - Matt Faircloth

"Whatever you hate doing, there's someone who loves doing it and could feed their family to get paid to do what you hate doing." - Matt Faircloth

Connect with Matt:

LinkedIn:

https://www.linkedin.com/in/mdfaircloth/

https://www.linkedin.com/company/derosagroup/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What are the four essential roles every successful multifamily real estate investment team needs to have, and how can you identify which role best suits your strengths?

In this episode,Matt Faircloth breaks down the four critical roles every multifamily real estate investment team must have to achieve success. He explains that these roles are the Hunter, the Analyst, the Money, and the Hammer. Each role plays a vital part in finding, analyzing, financing, and managing deals. Matt emphasizes the importance of self-awareness and understanding your strengths and weaknesses when assembling your team. He also discusses the possibility of having team members wear multiple hats and how these roles can evolve into divisions as your company grows. Additionally, Matt shares his experience with his first 10-unit apartment building and his current 336-unit deal, demonstrating the power of scaling up with the right team in place.

Matt Faircloth has been a full-time investor since 2005. In that time he has successfully completed projects involving dozens of fix and flips, office buildings, single-family homes, and apartment buildings.

He has completed over a Hundred Million in real estate transactions and controls thousands of units of multi family. He is a regular contributor and podcast guest on Bigger Pockets.com, has an active YouTube Channel dedicated to educating investors, and the author of the Amazon Best Seller, Raising Private Capital, how to Build your Real Estate Empire with Other People's Money.

00:00:00 - 00:02:00 The Four Essential Roles of a Multifamily Investment Team

The Hunter: Finds and secures deals
The Analyst: Lives in spreadsheets and analyzes deals
The Money: Attracts investors and assembles financial wherewithal

00:02:00 - 00:04:00 The Money's Role and the Importance of the Hammer

The Money explains complex concepts simply to investors
The Hammer drives the business plan and ensures success
All four roles are necessary for a successful investment

00:04:00 - 00:06:00 Assembling Your Team Based on Strengths and Weaknesses

Identify which role speaks to you the most
Find team members who complement your strengths
Roles can overlap, but separate as the company grows

00:06:00 - 00:09:00 Additional Team Members and Matt's First Apartment Deal

Other essential team members: brokers, attorneys, property managers, etc.
Matt's experience with his first 10-unit apartment building
The importance of disclosing unique property features to tenants

00:09:00 - 00:13:00 Scaling Up to Larger Deals and Increasing Returns

Matt's current 336-unit apartment complex deal
Adding amenities and upgrading units to increase rents
Achieving high cash-on-cash returns through simple improvements

Quotes:

"If you are self aware, if you take personal inventory for yourself, and if you have the courage to look at your strengths and also your weaknesses you can assemble this for yourself and figure out where you sit on this bus." - Matt Faircloth

"As much as your ego may tell you, you can do all this stuff yourself and you're good at everything. You may not be, you might need a team around you that can help you do some of the awesome, some of the awesome stuff that needs to happen in real estate." - Matt Faircloth

Connect with Matt:

LinkedIn:

https://www.linkedin.com/in/mdfaircloth/ https://www.linkedin.com/company/derosagroup/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

How can building a diverse team with aligned values and complementary superpowers propel your real estate business to new heights?

In this episode, Matt Faircloth, a seasoned real estate investor and author, shares his insights on building a powerhouse multifamily team. He emphasizes the importance of having a diverse team with aligned values, goals, and expectations. Matt explains that while it's possible to operate as a solo investor in smaller deals, larger multifamily investments require a team with diverse skill sets and superpowers. He provides a three-step process for building a rockstar real estate team: gaining alignment, gaining diversity, and identifying team members' superpowers. Matt also breaks down the four essential roles in a successful real estate team: the hunter, the brain, the mouthpiece, and the glue.

Matt Faircloth has been a full-time investor since 2005. In that time he has successfully completed projects involving dozens of fix and flips, office buildings, single-family homes, and apartment buildings.

He has completed over a Hundred Million in real estate transactions and controls thousands of units of multi family.

He is a regular contributor and podcast guest on Bigger Pockets.com, has an active YouTube Channel dedicated to educating investors, and the author of the Amazon Best Seller, Raising Private Capital, how to Build your Real Estate Empire with Other People's Money.

[00:00:00] - [00:02:00] Introduction: The Importance of Building a Team in Multifamily Investing

Successful syndicators have a team behind them
No one can be great at all the facets of multifamily investing alone
A team will always outperform a solo investor

[00:02:00] - [00:05:00] Step One: Gaining Alignment

Align on shared vision, values, goals, and expectations
Entrepreneurial spirit and the law of delayed gratification are crucial
Misalignment on these factors can break a business apart

[00:05:00] - [00:11:00] Step Two: Gaining Diversity

Identify your own strengths and weaknesses
Find team members with complementary skill sets and superpowers
Diversity in work experience, skills, and behavior is essential

[00:11:00] - [00:13:00] Assessing Behavioral Strengths and Weaknesses

Behavior assessments help determine internal wiring and instinctive reactions
Examples include Predictive Index, DISC, Strengths Finder, and Colby
Diverse behavioral traits prevent a team from having the same flaws and faults

[00:13:00] - [00:16:00] The Four Essential Roles in a Real Estate Team

The Hunter: Finds opportunities and knows the market inside out
The Brain: Analyzes deals and creates business plans
The Mouthpiece: Raises capital and communicates with investors
The Glue: Manages the team and keeps everyone on track

Quotes:

"No matter how brilliant your mind or strategy, if you're playing a solo game, you'll always lose to a team." - Matt Faircloth

"Find out what you are awful at, and then find someone else in the world who is awesome at it and would love to get paid to do it." - Matt Faircloth

Connect with Matt:

LinkedIn:

https://www.linkedin.com/in/mdfaircloth/ https://www.linkedin.com/company/derosagroup/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What if you could travel through time to create your dream life faster than ever before?

In this thought-provoking episode, Dr. Jamil N. Sayegh NMD shares his insights on living life with intention and purpose. He emphasizes the importance of playing all out, taking ownership of your life, and being in integrity with your commitments. Dr. Sayegh invites listeners to imagine their ideal future and then guides them on how to step into that best version of themselves right now. He offers a unique perspective on perfection and encourages consistent action and personal growth. Throughout the episode, Dr. Sayegh provides practical advice and inspiration for those seeking to create their dream life.

Dr. Jamil Sayegh is an international transformation coach, integrative naturopathic physician, facilitator of energy-work, master NLP practitioner, the host of the ‘Transformation Starts Today’ podcast, and an international #1 best-selling author. He works with leaders, champions, and high-performers from all walks of life including world-champion athletes, best-selling authors, entrepreneurs, business professionals, and more to experience more peace, happiness, and fulfillment, and create an extraordinary life without regret.

[00:00:00 - 00:02:00] Designing Your Life: Living with Intention

Life isn't a rehearsal; live deliberately and by design.
Avoid the regret of playing small and not making progress towards your goals.
Imagine your ideal life and use that vision to guide your actions today.

[00:02:00 - 00:04:00] Taking Ownership and Being in Integrity

Take responsibility for your life and ask yourself how you're creating your experiences.
If you don't like something, take action to change it instead of just complaining.
Honor your commitments and do what you said you were going to do.

[00:04:00 - 00:06:00] Time Travel to Your Best Self

Envision your ideal future with clarity and specificity.
Step into the best version of yourself right now to create the results you want faster.
Seek help and support to achieve your goals and dreams.

[00:06:00 - 00:08:00] The Power of Consistent Action

Most of our problems are created in our minds.
Perfection doesn't exist; focus on consistent action and personal growth.
Success will come if you keep showing up, improving, and putting yourself out there.

[00:08:00 - 00:11:00] Embodying Your True Essence

You are whole, perfect, and complete exactly as you are.
Embrace your role as the creator of your experiences.
Consistently apply the principles discussed to achieve your goals faster.

Quotes:

"Live with intention. Live deliberately. Design your life and live by design, not by default." - Dr. Jamil N. Sayegh NMD

"Take ownership of your life. Ask yourself, how am I creating my experience of this?" - Dr. Jamil N. Sayegh NMD

Connect with Dr. Jamil N. Sayegh:

Website: jamilsayegh.comLinkedIn: https://www.linkedin.com/in/dr-jamil-sayegh-402aa416b/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

View Details

What if the key to unlocking your full potential and achieving massive success lies in your relationship with yourself and the world around you?

In this thought-provoking episode, Dr. Jamil N. Sayegh NMD shares his profound insights on the three keys to achieving massive success in all areas of life. He emphasizes the importance of understanding that everything in life is a co-creation and that our relationships with ourselves and others play a crucial role in shaping our experiences. Dr. Sayegh encourages listeners to take responsibility for their lives, let go of blame, and embrace the power of being a creator rather than a victim. Through powerful examples and a heartfelt poem, he illustrates how our thoughts and perceptions create our reality and that no one can make us feel anything without our permission. Dr. Sayegh challenges listeners to show up fully in their lives, to play all out, and to become the person they truly want to be in order to achieve the results they desire.

Dr. Jamil Sayegh is an international transformation coach, integrative naturopathic physician, facilitator of energy-work, master NLP practitioner, the host of the ‘Transformation Starts Today’ podcast, and an international #1 best-selling author. He works with leaders, champions, and high-performers from all walks of life including world-champion athletes, best-selling authors, entrepreneurs, business professionals, and more to experience more peace, happiness, and fulfillment, and create an extraordinary life without regret.

00:00:00 - 00:04:59 | The Power of Relationship: Everything is Co-Creation

Everything in life is a relationship and a co-creation between you and the world around you.
Ask yourself, "What part am I playing in this situation? How am I creating this experience for myself?"
Being in integrity with yourself and others is where your power lies.

00:05:00 - 00:09:59 | Breaking Free from Blame: Embracing Your Role as a Creator

Blaming others gives your power away and keeps you stuck in a victim mentality.
Creators see life as happening for them, not to them, and focus on growth and learning.
Take responsibility for your life and choose how you respond to situations.

00:10:00 - 00:14:59 | The Inside-Out Nature of Emotions: You Create Your Experience

Emotions are an inside-out phenomenon; no one can make you feel anything without your permission.
The stories you tell yourself about a situation create your emotional experience, not the situation itself.
When you change your thoughts and perceptions, your emotional experience changes as well.

00:15:00 - 00:19:59 | The Cookie Thief: A Lesson in Perception and Reality

Our beliefs and perceptions can often be misleading, causing unnecessary stress and frustration.
When you shift your thinking, problems that are purely thought-created can dissolve instantly.
Be open to questioning your assumptions and beliefs, as they may not always align with reality.

00:20:00 - 00:23:00 | Playing All Out: Embodying Your Life and Becoming Your Best Self

Assess how fully you are showing up in different areas of your life and challenge yourself to play all out.
Everything you want is on the other side of fear and outside your comfort zone.
To achieve the results you desire, you must first become the person capable of achieving them.

"Everything in life is relationship. You've got the a hundred percent that you bring to the relationship and that represents 50% of the total. And then the other person, the other situation, the experience that brings 50%, it's a hundred percent, and that's 50." - Dr. Jamil N. Sayegh NMD

"No one can make me feel inferior without my permission." - Dr. Jamil N. Sayegh NMD, referencing a quote by Eleanor Roosevelt

Connect with Dr. Jamil N. Sayegh:

Website: jamilsayegh.com

LinkedIn: https://www.linkedin.com/in/dr-jamil-sayegh-402aa416b/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

View Details

What if the key to living an extraordinary life without regret lies in your relationship with yourself?

In this thought-provoking episode, Dr. Jamil N. Sayegh NMD shares his profound insights on how one's relationship with oneself influences and determines their level of success in life. Drawing from his personal experiences and expertise as a life, business, and relationship coach, as well as a licensed naturopathic doctor, Dr. Sayegh takes the audience on a journey of self-discovery. He encourages listeners to question their beliefs about their identity, the true meaning of success, and the pursuit of happiness. Through a captivating thought experiment, Dr. Sayegh helps the audience understand that they are not limited by their name, thoughts, beliefs, or personality, but rather, they are pure possibility. He emphasizes the importance of living life on one's own terms, prioritizing happiness, and avoiding the common trap of chasing society's definition of success. Dr. Sayegh also dispels the myth of "I'll be happy when..." and reminds listeners that happiness is not a destination but a state of being that comes from within. This episode is a must-listen for anyone seeking to create an extraordinary life without regret.

Dr. Jamil Sayegh is an international transformation coach, integrative naturopathic physician, facilitator of energy-work, master NLP practitioner, the host of the ‘Transformation Starts Today’ podcast, and an international #1 best-selling author. He works with leaders, champions, and high-performers from all walks of life including world-champion athletes, best-selling authors, entrepreneurs, business professionals, and more to experience more peace, happiness, and fulfillment, and create an extraordinary life without regret.

00:00:00 - 00:04:00 | Unleashing the Power of an Extraordinary Life

Dr. Sayegh shares his mission to help leaders and high performers create an extraordinary life without regret
He discusses how his father's near-death experience inspired him to live life fully
The importance of living life on your own terms and avoiding regret is emphasized

00:04:00 - 00:08:00 | Discovering Your True Identity: A Thought Experiment

Dr. Sayegh takes the audience through a thought experiment to uncover their true identity
He explains that we are not our name, thoughts, beliefs, personality, or even our physical body
The realization that we are pure possibility and the power to choose who we want to be is highlighted

00:08:00 - 00:12:00 | Redefining Success: Living Life on Your Own Terms

The personal nature of success and the importance of defining it by one's own standards is discussed
Dr. Sayegh presents a contrast between a wealthy but unhappy individual and a content, fulfilling life with less material wealth
He encourages listeners to prioritize their happiness and understand the opportunity cost of their choices

00:12:00 - 00:15:00 | Embracing a Life Without Regret: Lessons from the Dying

The top five regrets of the dying, as observed by palliative care nurse Bronnie Ware, are shared
Dr. Sayegh urges listeners to live intentionally and deliberately create a life without those regrets
The importance of acting on the things that matter most to you is emphasized

00:15:00 - 00:17:00 | Dispelling the Myth of "I'll Be Happy When..."

Dr. Sayegh challenges the common belief that happiness is achieved through external accomplishments
He explains that emotions come from within and that happiness is a state of being, not a destination
The idea that "there isn't better than here, there is only different" is introduced, emphasizing the importance of internal fulfillment

Quotes:

"You are pure possibility. You are this moment. Exactly as you are right now, you are who you choose to be." - Dr. Jamil N. Sayegh NMD

"Happiness isn't a place to get to, happiness is a place to come from." - Dr. Jamil N. Sayegh NMD

Connect with Dr. Jamil N. Sayegh:

Website: jamilsayegh.comLinkedIn: https://www.linkedin.com/in/dr-jamil-sayegh-402aa416b/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

View Details

How can wholesalers effectively market their business and find motivated sellers in today's competitive real estate market?

In this insightful episode, Shaneka Lene' shares her valuable experiences and strategies for succeeding as a real estate wholesaler. She emphasizes the importance of being transparent with sellers, constantly educating oneself, and utilizing various marketing techniques such as driving for dollars, bandit signs, and SMS text blasts. Shaneka also highlights the significance of building relationships with other wholesalers and attending local real estate investor association (REIA) meetings to expand one's network and knowledge. Throughout the conversation, she provides practical tips on how to navigate the challenges of wholesaling while maintaining a strong worklife balance as a mother.

Shaneka Lene’, affectionately referred to as “Sis”, is a real estate mogul and developer in her own right. Sis currently owns a multi million dollar real estate portfolio, which includes two mobile home parks, mobile homes and single family homes throughout NC.

Shaneka also owns Hospitality Home Solutions, a family owned and operated full service remodeling company, which has worked with companies like Clayton Homes. In addition, in 2022, Shaneka became the first Black woman to be a licensed mobile home dealer, contractor, and mover in the state of North Carolina! To date, Sis has also acquired her license as a septic contractor in order to help aid in the development sector of her company. Shaneka is also the owner of Coastal Carolina Villas, a multimillion dollar development, including a Tiny Home Community, RV Resort, and Glamping that is scheduled to be open to guests in the summer of 2024.

00:00:00 00:02:00 Be Transparent with Sellers

Use local real estate investing terms that sellers can understand
Be upfront about the possibility of assigning the contract to another investor
Most sellers don't mind as long as the wholesaler follows through and closes the deal

00:02:00 00:04:00 Staying Current in the Real Estate Market

Listen to educational podcasts like Real Estate Disruptors and Flip to Freedom
Follow interesting episodes from BiggerPockets when posted by others
Drive for dollars with family members to find motivated sellers

00:04:00 00:07:00 Effective Marketing Strategies for Finding Motivated Sellers

Use PropStream to download lists and send SMS text blasts
Drive for dollars and cold call the leads generated
Utilize bandit signs, which often result in warm leads ready to sell

00:07:00 00:10:00 Pivoting and Adapting to Changes in the Wholesaling Industry

Be flexible and adaptable to adjust to any changes in regulations
If required, obtain a license to continue wholesaling
Attend local REIA meetings to stay informed and network with real estate attorneys

00:10:00 00:13:00 Tips for Success in Wholesaling

Invest in yourself and your education to separate yourself from competitors
Be professional, honest, and answer your phone promptly
Return phone calls in a timely manner, as the business is timesensitive

"I'm always up front with my sellers. Some of them don't understand the language of wholesaling. I don't come out and say: I'm a wholesaler or anything like that. But I will say if, if this property doesn't work for me, I may flip it to another investor, you know, i.e. assign it." - Shaneka Lene'

"It's all in being able to be flexible and adaptable and to adjust to whatever the changes. So say for instance, they require wholesalers to become licensed. So you go get your license and you continue to wholesale." - Shaneka Lene'

Connect with Shaneka:

Facebook Group: https://www.facebook.com/groups/670062460067947/ Facebook: https://www.facebook.com/shaneka.shipman Instagram: https://www.instagram.com/sisshaneka/?hl=en

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me

View Details

Have you ever wondered how overcoming personal trials and tapping into the power of community can skyrocket your success in the competitive world of real estate wholesaling?

In this empowering episode, we dive into the remarkable journey of Shaneka Lene’, a dynamo in the realm of real estate wholesaling. From starting her wholesaling business while pregnant with her fifth child to navigating the complexities of being a serial entrepreneur and a dedicated mother, Shaneka's story is a testament to resilience, passion, and the transformative power of community support. Through her insights and experiences, we explore the nuances of building a thriving business against the odds, the importance of fostering women-led initiatives in the real estate sector, and the strategies that propelled her Facebook group to a 20,000-strong community in record time.

Shaneka Lene’, affectionately referred to as “Sis”, is a real estate mogul and developer in her own right. Sis currently owns a multi million dollar real estate portfolio, which includes two mobile home parks, mobile homes and single family homes throughout NC.

Shaneka also owns Hospitality Home Solutions, a family owned and operated full service remodeling company, which has worked with companies like Clayton Homes. In addition, in 2022, Shaneka became the first Black woman to be a licensed mobile home dealer, contractor, and mover in the state of North Carolina! To date, Sis has also acquired her license as a septic contractor in order to help aid in the development sector of her company. Shaneka is also the owner of Coastal Carolina Villas, a multi-million dollar development, including a Tiny Home Community, RV Resort, and Glamping that is scheduled to be open to guests in the summer of 2024.

[00:00:00 - 00:02:00] The Leap of Faith:

Shaneka's transition into real estate wholesaling
Overcoming the initial hurdles with remarkable success
Balancing entrepreneurship with motherhood

[00:02:00 - 00:04:00] Building a Community from Scratch:

The inception of a Facebook group amidst challenges
Strategies for rapid community growth and engagement
The importance of providing value and being relatable

[00:04:00 - 00:06:00] Empowering Women in Real Estate:

Launching LiveWIRED 2020 for women in real estate
Creating a platform for women to shine and support each other
The impact of all-women events in a male-dominated field

[00:06:00 - 00:08:00] Collaboration Over Competition:

Shaneka's philosophy on collaboration and support
The power of loyalty and relationship-building in business
Encouraging a spirit of generosity and mutual success

[00:08:00 - 00:10:00] Overcoming Personal and Professional Challenges:

Shaneka's journey through adversity to success
The concept of the "mom tax" and its impact
Strategies for balancing business growth with family commitments

Quotes:

"I really embrace the spirit of collaboration. So anytime I can collaborate with others, especially women... it's something special." - Shaneka Lene’

Connect with Shaneka:

Facebook Group: https://www.facebook.com/groups/670062460067947/ Facebook: https://www.facebook.com/shaneka.shipman Instagram: https://www.instagram.com/sisshaneka/?hl=en

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me

View Details

Have you ever wondered how overcoming personal trials and tapping into the power of community can skyrocket your success in the competitive world of real estate wholesaling?

In this empowering episode, we dive into the remarkable journey of Shaneka Lene’, a dynamo in the realm of real estate wholesaling. From starting her wholesaling business while pregnant with her fifth child to navigating the complexities of being a serial entrepreneur and a dedicated mother, Shaneka's story is a testament to resilience, passion, and the transformative power of community support. Through her insights and experiences, we explore the nuances of building a thriving business against the odds, the importance of fostering women-led initiatives in the real estate sector, and the strategies that propelled her Facebook group to a 20,000-strong community in record time.

Shaneka Lene’, affectionately referred to as “Sis”, is a real estate mogul and developer in her own right. Sis currently owns a multi million dollar real estate portfolio, which includes two mobile home parks, mobile homes and single family homes throughout NC.

Shaneka also owns Hospitality Home Solutions, a family owned and operated full service remodeling company, which has worked with companies like Clayton Homes. In addition, in 2022, Shaneka became the first Black woman to be a licensed mobile home dealer, contractor, and mover in the state of North Carolina! To date, Sis has also acquired her license as a septic contractor in order to help aid in the development sector of her company. Shaneka is also the owner of Coastal Carolina Villas, a multi-million dollar development, including a Tiny Home Community, RV Resort, and Glamping that is scheduled to be open to guests in the summer of 2024.

[00:00:00 - 00:02:00] The Leap of Faith:

Shaneka's transition into real estate wholesaling
Overcoming the initial hurdles with remarkable success
Balancing entrepreneurship with motherhood

[00:02:00 - 00:04:00] Building a Community from Scratch:

The inception of a Facebook group amidst challenges
Strategies for rapid community growth and engagement
The importance of providing value and being relatable

[00:04:00 - 00:06:00] Empowering Women in Real Estate:

Launching LiveWIRED 2020 for women in real estate
Creating a platform for women to shine and support each other
The impact of all-women events in a male-dominated field

[00:06:00 - 00:08:00] Collaboration Over Competition:

Shaneka's philosophy on collaboration and support
The power of loyalty and relationship-building in business
Encouraging a spirit of generosity and mutual success

[00:08:00 - 00:10:00] Overcoming Personal and Professional Challenges:

Shaneka's journey through adversity to success
The concept of the "mom tax" and its impact
Strategies for balancing business growth with family commitments

Quotes:

"I really embrace the spirit of collaboration. So anytime I can collaborate with others, especially women... it's something special." - Shaneka Lene’

Connect with Shaneka:

Facebook Group: https://www.facebook.com/groups/670062460067947/ Facebook: https://www.facebook.com/shaneka.shipman Instagram: https://www.instagram.com/sisshaneka/?hl=en

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me

View Details

Have you ever wondered how the pandemic not only changed the way we work but also how we choose to invest, live and travel?

In this captivating episode, Angel Williams sits down with Ben Spiegel to explore the unexpected boom in the RV industry, fueled by the pandemic's lasting impact on work and lifestyle preferences. Ben, with his deep insights into the RV market, discusses the shift towards remote work, the rising demand for RVs among millennials, and how these trends are reshaping the concept of leisure and living. Through their conversation, we delve into the economic forces at play, the challenges of the RV industry, and the potential for innovation and disruption in outdoor hospitality.

Ben Spiegel is a seasoned investor in special situations, with a focus on maximizing value across diverse assets like real estate and private equity. With over $500 million deployed, he has a knack for identifying opportunities in complex situations. As the founder of Redwood Capital Advisors, LLC, Ben specializes in commercial real estate and capital raising, notably in luxury outdoor hospitality, aiming to build over 2,000 sites along the Gulf Coast. His prior experience includes roles at DG Capital Management and Barclays Capital, and he serves on several boards, enhancing his industry influence.

[00:01:00-00:03:00] The New Road Warriors: Millennials are transforming the RV landscape, choosing nomadic lifestyles over traditional homeownership.

RV ownership demographics are shifting younger.
The pandemic has accelerated the RV industry's growth.
Challenges in meeting the demand for RV-friendly destinations.

[00:03:00-00:05:00] Beyond the Pandemic: A Lifestyle Revolution: How COVID-19 has permanently altered work and leisure preferences.

Remote work becomes a lasting trend.
Increased valuation of leisure and self-care.
The shift towards experiential living over material possessions.

[00:05:00-00:07:00] Economic Winds of Change: The financial realities prompting millennials to embrace RV living.

Skyrocketing housing prices and interest rates.
The appeal of a nomadic, experience-rich lifestyle.
Inflation and wage stagnation impacting living choices.

[00:07:00-00:09:00] Hospitality on Wheels: The evolving landscape of vacationing in an RV.

Cost-effective alternatives to traditional vacations.
The integration of RV travel with mainstream hospitality brands.
The role of technology and amenities in enhancing RV experiences.

[00:09:00-00:11:00] Steering Towards the Future: The potential for innovation in outdoor hospitality management.

The importance of human capital in the RV park and resort industry.
Strategies for attracting and retaining top talent.
The impact of ownership and incentive structures on operational success.

Quotes:

"Millennials are choosing to put their equity on wheels and live a nomadic lifestyle, valuing experiences more than traditional homeownership." - Ben Spiegel

"The pandemic was the fourth bullet point that launched the RV industry into the stratosphere, indicating a structural rather than a cyclical change." - Ben Spiegel

Connect with Ben:

Website: www.redwoodcapitaladvisors.com

Instagram: https://www.instagram.com/redwoodcapitaladv

LinkedIn:https://www.linkedin.com/company/redwoodcapital

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me

View Details

What does it take to pivot from a high-stakes investment banking career to making waves in the niche and lucrative world of RV resorts and outdoor hospitality?

In this enlightening episode, Angel Williams and guest Ben Spiegel dive into the transformative journey from investment banking to creating a successful empire in the RV resort and outdoor hospitality industry. Ben shares his unique approach to investment, highlighting the importance of special situations that offer outsized returns with minimal risk. Through a series of insightful anecdotes and expert advice, listeners will gain a deeper understanding of the challenges and opportunities within the RV park investment landscape, from selecting the right location to understanding the nuances of operating in this specialized market.

Ben Spiegel is a seasoned investor in special situations, with a focus on maximizing value across diverse assets like real estate and private equity. With over $500 million deployed, he has a knack for identifying opportunities in complex situations. As the founder of Redwood Capital Advisors, LLC, Ben specializes in commercial real estate and capital raising, notably in luxury outdoor hospitality, aiming to build over 2,000 sites along the Gulf Coast. His prior experience includes roles at DG Capital Management and Barclays Capital, and he serves on several boards, enhancing his industry influence.

[00:01:00 - 00:03:00] From Wall Street to Main Street: Ben's transition from investment banking to real estate and entrepreneurship.

Leveraging finance experience in real estate investment.
The decision to pursue entrepreneurship.
Initial steps into the real estate industry.

[00:03:00 - 00:07:00] Navigating Niche Investments: Exploring unique opportunities from RV parks to tugboats.

Asset-agnostic investment philosophy.
The appeal of special situations for outsized returns.
Diversification across various real estate assets.

[00:07:00 - 00:11:00] The RV Resort Revolution: Ben's foray into outdoor hospitality and the challenges faced.

Initial hesitations and concerns about the RV business model.
Importance of location and customer experience.
Learning from experts to avoid pitfalls.

[00:11:00 - 00:15:00] Operational Insights & Industry Dynamics: Differentiating between resorts and communities.

The operational nuances of running RV resorts vs. communities.
The significance of amenities and guest experience.
Strategic considerations for location and investment.

[00:15:00 - 00:19:00] Future Trends & Success Strategies: Ben's vision for the future of RV resorts and keys to success.

Embracing technology and innovation in operations.
The importance of long-term occupancy and customer loyalty.
Anticipating market trends in outdoor hospitality.

Quote:

"I consider myself asset-agnostic... focusing on special situations where I can earn an outsized return with minimal risk." - Ben Spiegel

Connect with Ben:

Website: www.redwoodcapitaladvisors.com

Instagram: https://www.instagram.com/redwoodcapitaladv

LinkedIn:https://www.linkedin.com/company/redwoodcapital

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me

View Details

How can understanding the nuances of tax liens and foreclosure processes turn distressed properties into lucrative investments?

In this episode, host Angel Williams explores the topic of tax liens when it comes to non-performing notes with guest speaker Kristin Gerst. They delve into the complexities of investing in tax liens and the potential pitfalls to be aware of. From understanding the right of redemption to considering property condition and after-repair value, they provide valuable insights for investors. They also discuss the differences between judicial and non-judicial states and the importance of researching eviction processes in different areas. Whether you're new to note investing or looking to expand your knowledge, this episode offers practical advice and strategies.

Kristin Gerst is the Managing Director at Capricorn Mortgage Investments. Capricorn Mortgage Investments buys high interest rate mortgages from small business owners and companies and sells them to large institutional buyers.

(00:00 - 08:23) Title: Tax Liens Demystified

Exploring the concept of tax liens and their potential for investment.
Understanding the right of redemption and its impact on investment strategies.
Factors to consider when assessing the value of tax liens, including property taxes and vacancy rates.

(08:24 - 18:45) Pitfalls of Non-Performing Notes

Considering the limitations of investing in non-performing notes and the inability to inspect properties.
Assessing property condition and estimating repair costs in non-performing note investments.
Analyzing borrower behavior and the likelihood of loan modifications or non-payment.

(18:46 - 26:57) Judicial vs. Non-Judicial States

Understanding the differences between judicial and non-judicial states in the foreclosure process.
Exploring the length of foreclosures and the need for court approval in judicial states.
Identifying non-judicial states that may pose challenges in eviction processes and timelines.

(26:58 - 35:20) Researching Foreclosure Timelines

Highlighting the importance of researching foreclosure and eviction timelines at the city and county levels.
Considering factors that may impact foreclosure and eviction processes in different areas.
Making informed decisions about purchasing non-performing notes based on foreclosure and eviction timelines.
Exploring potential sources for non-performing notes, such as small banks and credit unions.
Building relationships with asset managers and specifying requirements for non-performing notes.
Navigating the process of bidding and evaluating non-performing notes for potential investment opportunities.

Quotes:

"Property condition and after repair value are crucial factors to consider in non-performing note investments." - Kristin Gerst
"Understanding the differences between judicial and non-judicial states can significantly impact your foreclosure timelines." - Kristin Gerst

Connect with Kristin:

LinkedIn: https://www.linkedin.com/in/kristin-gerst-a2a6a66/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me

View Details

How can real estate investors turn non-performing notes into golden opportunities, even in challenging markets?

In this enlightening episode, Kristin Gerst shares her expert insights into the world of real estate investment, focusing on non-performing notes and their potential for profit. With years of experience under her belt, Kristin dives deep into strategies that can transform seemingly hopeless investments into lucrative deals. From navigating foreclosures to understanding the intricacies of cash for keys, listeners will gain valuable knowledge on making informed decisions in the real estate market.

Kristin Gerst is the Managing Director at Capricorn Mortgage Investments. Capricorn Mortgage Investments buys high interest rate mortgages from small business owners and companies and sells them to large institutional buyers.

[00:00:00 - 00:03:00] The Art of Non-Performing Notes: Kristin Gerst introduces the concept of non-performing notes and why they are often overlooked by investors.

Non-performing notes can be a hidden gem in real estate investment.
The importance of understanding state laws and foreclosure timelines.
Cash for keys as a faster, more humane alternative to foreclosure.

[00:03:00 - 00:06:00] Mastering Foreclosure Alternatives: Insights into effective strategies for dealing with properties facing foreclosure.

Leveraging confidence and respect in negotiations.
The power of anecdotes in persuading homeowners.
Success rates of obtaining warranty deeds directly from homeowners.

[00:06:00 - 00:09:00] Buying and Selling Notes: Kristin discusses the nuances of acquiring and liquidating notes for profit.

The benefits of purchasing notes in lots.
Grading each note to assess its value and potential.
Strategies for selling notes to hedge funds or individual investors.

[00:09:00 - 00:12:00] Handling Wrapped Mortgages and Subject-Tos: Exploring the complexities of wrapped mortgages and how to manage them.

The process of buying and selling wrapped mortgages.
Importance of clearing underlying debts for cleaner transactions.
Future-proofing investments against market downturns.

[00:12:00 - 00:15:00] Non-Performing Notes vs. REOs: Distinguishing between non-performing notes and real estate owned by banks.

The difference in handling and profitability between NPNs and REOs.
The significance of due diligence in note investment.
Strategies for converting non-performing notes into profitable assets.

Quote:

"Everybody gets behind or into financial trouble. Wouldn't you just like to be done with this and have this stress gone?" - Kristin Gerst

Connect with Kristin:

LinkedIn: https://www.linkedin.com/in/kristin-gerst-a2a6a66/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me

View Details

Have you ever considered how investing in mortgage notes could transform your approach to real estate investment, offering steady cash flow without the headaches of traditional property management?

In this insightful episode, Kristin Gerst demystifies the process of investing in mortgage notes, a less conventional yet potentially lucrative avenue for real estate investors. Gerst breaks down the basics, from the initial benefits to navigating the complexities of the market, sharing her personal journey from managing properties to investing in paper for more predictable returns. Through her expertise, listeners will gain an understanding of the strategic advantages and considerations of note investing, including building a network, evaluating notes, and handling non-performing investments.

Kristin Gerst is the Managing Director at Capricorn Mortgage Investments. Capricorn Mortgage Investments buys high interest rate mortgages from small business owners and companies and sells them to large institutional buyers.

[00:00:00] - [00:05:00] "Unlocking Cash Flow: The Basics of Mortgage Note Investing"

Mortgage notes offer monthly cash flow without property management hassles.
Importance of building a network for finding and financing deals.
The role of a licensed note servicer in managing investments.

[00:05:00] - [00:10:00] "Navigating the Market: Buying and Selling Notes"

Strategies for finding and negotiating note purchases.
The significance of note performance history and borrower credit.
Evaluating the underlying property and loan terms.

[00:10:00] - [00:15:00] "Risk and Reward: Evaluating Note Investments"

The impact of loan-to-value ratios on investment security.
The importance of interest rates and borrower down payments.
How economic factors like the pandemic influence market dynamics.

[00:15:00] - [00:20:00] "Strategic Financing: Leveraging Others' Money"

Utilizing other people's money for note investing.
The art of negotiation and setting terms with sellers.
Crafting an exit strategy and understanding buyer preferences.

[00:20:00] - [00:25:00] "Overcoming Challenges: Handling Non-Performing Notes"

Strategies for dealing with non-performing notes.
The cash-for-keys approach to avoid foreclosure hassles.
The potential and pitfalls of loan modifications.

Quotes:

"Investing in mortgage notes turned my real estate headaches into a steady cash flow." -Kristin Gerst

"The secret to note investing success? Building a solid network and understanding your investment." -Kristin Gerst

Connect with Kristin:

LinkedIn: https://www.linkedin.com/in/kristin-gerst-a2a6a66/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me

View Details

Connect with Alex:

Website: https://www.investwithkgi.com/

LinkedIn: https://www.linkedin.com/in/alex-kingman-033815241/

Instagram: https://www.instagram.com/alexkingman/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me

View Details

How can real estate investors navigate the complexities of distressed properties to not only salvage but significantly profit from their investments?

Angel Williams and Alex Kingman delve into the intricate world of real estate investment, focusing on multifamily properties. They share invaluable insights on overcoming challenges related to distressed properties, loan modifications, and the strategic maneuvers required to secure and enhance the value of real estate investments. Through their discussion, listeners will gain a deeper understanding of the nuances of real estate negotiations, the importance of due diligence, and innovative strategies for ensuring investor returns even in the most daunting scenarios.

Alex is the Director of Investor Relations at KGI Capital. Her company helps high-income and high-net-worth individuals invest passively in apartment buildings so that they can reduce their tax burden, grow passive wealth, and live life on their own terms. KGI capital invests in 20-100 unit distressed multifamily properties and redevelopment projects in the Southeast and Midwest. To date, they have acquired 253 multifamily units and have $30MM in assets under management. Before going full-time into real estate, Alex was one of the top Airstream salespersons in the country. She is located in the San Francisco bay area and is a mother of two girls.

[00:00:00 - 00:03:00] Navigating Distressed Properties

The significance of loan modifications in preventing property loss.
Strategies for acquiring large equity pieces in complex deals.
The role of syndicators and sponsors in renegotiating terms to safeguard investor interests.

[00:03:00 - 00:06:00] Deciphering Loan Strategies

The benefits of keeping loans in-house for flexibility in facing financial challenges.
Understanding cap rates and their impact on loans.
The importance of insurance in capping interest rates on loans.

[00:06:00 - 00:09:00] Mastery in Property Management

Identifying and addressing mismanagement in distressed properties.
The critical role of a competent management team in turning around property fortunes.
The complexities of managing properties with unknown status units.

[00:09:00 - 00:12:00] The Road to Real Estate Expertise

The value of mentorship and networking in real estate investment.
Transitioning from residential to commercial multifamily investments.
Learning from mistakes to become better stewards of investor capital.

[00:12:00 - 00:15:00] Investor Relations and Negotiation Tactics

Fiduciary responsibilities towards investors and ethical considerations.
Approaching distressed deals as opportunities for win-win outcomes.
The art of negotiation in real estate deals for optimal terms.

Quote:

"We learned most of our newbie mistakes on those little properties, before we went into bigger properties." - Alex Kingman

Connect with Alex:

Website: https://www.investwithkgi.com/

LinkedIn: https://www.linkedin.com/in/alex-kingman-033815241/

Instagram: https://www.instagram.com/alexkingman/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me

View Details

Have you ever wondered how a couple's journey in real estate investing led them from house hacking to multifamily syndication, transforming challenges into opportunities along the way?

In this compelling episode, Angel Williams sits down with Alex Kingman, a seasoned real estate investor with a rich background in transforming properties and scaling investment ventures. From their initial house hack to venturing into multifamily properties and navigating the complexities of the real estate market, Alex shares invaluable insights and personal experiences. This episode is a treasure trove of strategies, lessons learned, and the power of teamwork in real estate investing.

Alex is the Director of Investor Relations at KGI Capital. Her company helps high-income and high-net-worth individuals invest passively in apartment buildings so that they can reduce their tax burden, grow passive wealth, and live life on their own terms. KGI capital invests in 20-100 unit distressed multifamily properties and redevelopment projects in the Southeast and Midwest. To date, they have acquired 253 multifamily units and have $30MM in assets under management. Before going full-time into real estate, Alex was one of the top Airstream salespersons in the country. She is located in the San Francisco bay area and is a mother of two girls.

[00:00:00 - 00:03:00] The Genesis of a Real Estate Journey:

The importance of leveraging personal skills in real estate.
How house hacking can serve as an effective entry point into real estate investing.
The role of creative problem-solving in property renovation.

[00:03:00 - 00:06:00] Scaling Up: From House Hacks to Multifamily Investments:

The advantages of scaling to multifamily investments.
Learning from early investments to make smarter future choices.
The significance of partnerships and networking in real estate.

[00:06:00 - 00:09:00] The Impact of Construction Expertise:

The competitive edge of having construction expertise in real estate.
How to scrutinize contractor bids effectively.
Strategies for managing renovations and controlling costs.

[00:09:00 - 00:12:00] Navigating Economic Fluctuations:

The importance of resilience in the face of economic fluctuations.
Strategies for maintaining property performance during downturns.
The unexpected impacts of external events like fires on property management.

[00:12:00 - 00:15:00] The Future of Real Estate Investing:

Insights into investor behavior in changing markets.
The importance of adaptability and forward-looking strategies.
Predictions for the real estate market and investment opportunities.

Quotes:

"Our first foray into real estate was through a house hack, transforming a duplex into something more, all while navigating living in a tiny space. It was our hands-on introduction to the world of property investment." - Alex Kingman

"Despite the economic uncertainties, our properties have shown remarkable resilience. This unexpected stability has been a testament to the robustness of our investment strategy and the hard work put into our properties." - Alex Kingman

Connect with Alex Kingman:

Website: https://www.investwithkgi.com/

LinkedIn: https://www.linkedin.com/in/alex-kingman-033815241/

Instagram: https://www.instagram.com/alexkingman/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Have you ever wondered how transforming a hotel into a multifamily property can unlock unique investment opportunities and challenges? Dive into the world of real estate conversions with us.

In this enlightening episode, Angel Williams and Gabriel Florentino dive deep into the intricacies of hotel-to-family property conversions. They explore the financial and logistical considerations, including cost segregation, depreciation, and the impact of such investments on cash flow and tax savings. With practical insights and personal anecdotes, Angel and Gabriel unravel the complexities of real estate investing, offering valuable advice to both seasoned and aspiring investors. Whether you're curious about the potential of property conversions or seeking strategies to maximize your investment returns, this episode is a treasure trove of expertise.

Gabriel Florentino is based in Houston TX and has joined ETS as Client Development Director under Kim Lochridge’s leadership. He’s a graduate from The University of Houston, with a degree in Public Relations and minor in Economics. He has three plus years of experience related to 179D consisting of Energy Modeling, Final Reports to Clients, and QC of client documentation.

[00:00:00 - 00:05:00] Converting Challenges to Opportunities:

The unique aspects of hotel to multifamily conversions and their potential for investors.
The importance of considering the local market and tenant needs in conversion projects.
How adding modern amenities can significantly increase the value of converted units.

[00:05:00 - 00:10:00] Navigating Financial Waters:

The role of cost segregation studies in maximizing tax benefits.
Understanding depreciation and its impact on investor returns.
Strategies for managing expenses and enhancing property value through strategic upgrades.

[00:10:00 - 00:15:00] Real Estate Investment Strategies:

The benefits of 1031 exchanges for deferring tax liabilities.
How to leverage depreciation for cash flow management.
Angel and Gabriel’s personal experiences and lessons learned in real estate investing.

[00:15:00 - 00:18:00] Building Wealth Through Real Estate:

Comparing wealth building potential in multifamily vs. single-family investments.
The significance of investment positioning for long-term success.
Insights into managing and scaling a real estate investment portfolio.

[00:18:00 - 00:21:00] The Future of Real Estate Investing:

Predictions for the real estate market and investment trends.
The importance of education and mentorship in real estate success.
Practical advice for new investors entering the market.

Quotes:

"I've seen people be really successful with it and I've seen them not be as successful." - Angel Williams

"It's not just about the numbers; it's about understanding the market, the people, and what they need." - Gabriel Florentino

Connect with Gabriel:

Website: https://engineeredtaxservices.com/

Meet with Gabriel: https://calendly.com/gflorentino/30min?month=2024-01

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can strategic investments in property not only transform your financial landscape but also significantly benefit from tax advantages? Dive into the world of real estate investment strategies that could potentially save you thousands in taxes.

What's the secret weapon savvy investors are using?

Angel Williams and Gabriel Florentino dive deep into the nuances of real estate investment, focusing on cost segregation studies, tax benefits, and energy-efficient improvements. They share invaluable insights on how investors can maximize returns through strategic asset selection and management. From discussing the impacts of different insulation types in properties to exploring the intricacies of multifamily investments and tax-saving strategies, this episode is a treasure trove of knowledge for both seasoned and aspiring real estate investors. Listen as they easily unpack complex investment concepts, making them accessible to everyone.

Gabriel Florentino is based in Houston TX and has joined ETS as Client Development Director under Kim Lochridge’s leadership. He’s a graduate from The University of Houston, with a degree in Public Relations and minor in Economics. He has three plus years of experience related to 179D consisting of Energy Modeling, Final Reports to Clients, and QC of client documentation.

[00:00:00 - 00:03:00] Insulation Insights: Cold Hard Cash Through Warm Walls

Importance of selecting the right insulation for energy efficiency and cost savings.
The role of geographical location in choosing insulation types.
Federal credits available for energy-efficient home improvements.

[00:04:00 - 00:07:00] Diving Deep into Diverse Assets: Beyond the Basics

The advantages of diversifying investment portfolios across different asset classes.
Insights into the unique benefits and challenges of investing in hotels, gas stations, and multifamily properties.
The critical role of due diligence in exploring new investment avenues.

[00:08:00 - 00:11:00] The Magic of Cost Segregation Studies

Understanding how cost segregation studies can lead to significant tax savings.
The process and importance of conducting a cost segregation study for real estate investments.
Real-world examples of the financial impact of these studies on investment returns.

[00:12:00 - 00:15:00] Strategic Tax Planning: Keeping More in Your Pocket

How strategic tax planning can enhance investment profitability.
The interplay between real estate investments and tax liabilities.
Tips for navigating the complexities of tax laws to benefit investors.

[00:16:00 - 00:18:00] Future-Proofing Investments: Looking Ahead

The importance of considering future tax law changes in investment strategies.
Strategies for maximizing depreciation benefits over the investment cycle.
The potential return of 100% bonus depreciation and its impact on investment planning.

Quotes:

"Insulating better and doing things for higher efficiency means we're going to be able to better serve our own state." - Angel Williams

"For those savvy investors, you guys know the true advantage of a cost seg study because you in the past have offset a high tax liability." - Gabriel Florentino

Connect with Gabriel:

Website: https://engineeredtaxservices.com/

Meet with Gabriel: https://calendly.com/gflorentino/30min?month=2024-01

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Have you ever wondered how real estate investors can maximize their tax benefits through strategies like cost segregation?

In this enlightening episode, host Angel Williams sits down with Gabriel Florentino, a seasoned expert in cost segregation and client development director at Engineers Advisor. Together, they delve into the nuanced world of cost segregation, the benefits of energy-efficient building incentives, and the crucial role of mentorship in mastering real estate tax strategies. Gabriel shares insights from his journey, emphasizing the importance of continuous learning and the impact of specialized tax strategies on investors' bottom lines. Whether you're a seasoned investor or new to the real estate world, this episode is packed with valuable tips and strategies to enhance your investment approach and tax efficiency.

Gabriel Florentino is based in Houston TX and has joined ETS as Client Development Director under Kim Lochridge’s leadership. He’s a graduate from The University of Houston, with a degree in Public Relations and minor in Economics. He has three plus years of experience related to 179D consisting of Energy Modeling, Final Reports to Clients, and QC of client documentation.

[00:00:00 - 00:05:00] Introduction to Cost Segregation: Angel and Gabriel discuss the basics of cost seg, Gabriel's background, and the focus of Engineers Advisor on midsize and small businesses.

Gabriel's mentorship journey under Kim Lockridge highlights the value of continuous learning.
Engineers Advisor specializes in tax strategies that benefit real estate investors directly.
Cost segregation as a tool for accelerated depreciation and tax savings.

[00:05:00 - 00:10:00] The Mechanics of Tax Incentives: Exploration of core services like R&D tax credits and energy incentives.

Importance of R&D tax credits for various industries, including real estate.
The role of energy incentives in promoting efficient building practices.
Collaboration with CPA firms to enhance client tax strategies.

[00:10:00 - 00:15:00] Leveraging Specialized Tax Strategies: Gabriel shares insights into additional services like ERTC and historic tax credits.

Diverse tax strategies beyond cost seg offer significant savings.
The strategic partnership between Engineers Advisor and CPA firms.
The introduction of grant funding as a means to support real estate projects.

[00:15:00 - 00:20:00] Real-World Applications of Tax Credits: Detailed examples of 179D and 45L energy incentives.

Practical implications of energy-efficient building incentives for investors.
The critical role of meeting specific criteria to maximize tax credits.
The evolving landscape of tax incentives and their impact on investment strategies.

[00:20:00 - 00:22:00] Innovative Approaches to Conservation and Efficiency

Exploration of lesser-known tax credits for environmental conservation.
The potential of hydroelectricity and other renewable energy sources in real estate.
The importance of innovation in maximizing real estate investment efficiency and sustainability.

Key Quotes:

"The best thing that makes me good...is my mentor." - Gabriel Florentino

"We don't file taxes, we just come in and we do the tax strategies." - Gabriel Florentino

Connect with Gabriel:

Website: https://engineeredtaxservices.com/

Meet with Gabriel: https://calendly.com/gflorentino/30min?month=2024-01

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

What if there was a way to democratize the capital-raising process, making it more accessible and efficient for everyone involved?

In this insightful episode, we delve into the groundbreaking platform designed to transform how individuals and businesses raise capital. Through an in-depth conversation with the platform's creator, listeners are introduced to a world where raising funds is streamlined, transparent, and user-friendly. This platform not only bridges the gap between investors and those in need of funding but also introduces a novel approach to navigating the complexities of the financial world.

With over a decade of dedicated involvement in the dynamic realm of startups, Jesse Witkowski has honed a multifaceted expertise that spans across diverse sectors, including technology, wealth management, and fintech. His journey is marked by a proven track record of effective leadership, where he has not only guided ventures but also contributed to their significant expansion and success. Jesse's strategic acumen and visionary approach are particularly noteworthy, consistently delivering exceptional results even in resource-constrained environments. His reputation as a seasoned professional underscores his ability to navigate challenges, seize opportunities, and drive sustained growth across various industries.

[00:00:00 - 00:05:00] Unveiling the Platform

The vision behind creating a user-centric fundraising tool.
How the platform simplifies the capital-raising journey.
The importance of accessibility in financial ventures.

[00:05:00 - 00:10:00] Breaking Down Barriers

Strategies for engaging with potential investors.
The role of technology in enhancing fundraising efficiency.
Features designed to support diverse fundraising goals.

[00:10:00 - 00:15:00] Success Stories and Impact

Testimonials from users who achieved their fundraising targets.
The impact of the platform on small businesses and startups.
Lessons learned and best practices for future fundraisers.

[00:15:00 - 00:20:00] Navigating Regulatory Landscapes

How the platform ensures regulatory compliance.
The importance of transparency in financial transactions.
Navigating the complexities of international fundraising.
Expanding the platform's reach to new markets.
Fostering a community of investors and fundraisers.

Quotes

"Our goal is to make fundraising as simple as sending an email." - Jesse Witkowski

"We believe everyone deserves a chance to raise capital, no matter the size of their network." -

Jesse Witkowski

Connect with Jesse:

Website: www.dealflowxchange.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Can leveraging technology transform how we approach and manage investment opportunities in today's digital age?

In this riveting episode, Angel Williams and Jesse Witkowski delve into the cutting-edge realm of digital investment platforms, discussing the innovative features and benefits of VeraVend and the Deal Flow Exchange. They explore how these platforms are revolutionizing the way investments are sourced, managed, and executed, offering unprecedented efficiency and accessibility to investors. From simplifying capital raising to enhancing investor experience with technology, this episode uncovers the future of investment management.

With over a decade of dedicated involvement in the dynamic realm of startups, Jesse Witkowski has honed a multifaceted expertise that spans across diverse sectors, including technology, wealth management, and fintech. His journey is marked by a proven track record of effective leadership, where he has not only guided ventures but also contributed to their significant expansion and success. Jesse's strategic acumen and visionary approach are particularly noteworthy, consistently delivering exceptional results even in resource-constrained environments. His reputation as a seasoned professional underscores his ability to navigate challenges, seize opportunities, and drive sustained growth across various industries.

[00:00:00 - 00:03:00] Revolutionizing Investment with Digital Platforms

Introduction to the concept of digital investment platforms.
The role of VeraVend in streamlining investment processes.
The impact of technology on investor accessibility and efficiency.

[00:03:00 - 00:06:00] The Mechanics of Deal Flow Exchange

Overview of Deal Flow Exchange's functionality and purpose.
The significance of a centralized deal platform for investors.
Benefits of a diversified investment portfolio through digital platforms.

[00:06:00 - 00:09:00] Enhancing Investor Experience with Verivend

The comprehensive features of VeraVend for investors.
How VeraVend facilitates smoother transaction processes.
The advantages of ACH over traditional wire transfers.

[00:09:00 - 00:12:00] Streamlining Capital Raising and Compliance

Simplifying capital raising with digital tools.
Ensuring compliance and investor accreditation digitally.
The future of capital raising in a digital-first world.

[00:12:00 - 00:15:00] The Future of Investment Management Technology

Predictions for the evolution of investment technology.
The potential for growth and scalability of digital platforms.
The impact of technology on the traditional investment landscape.

Quote

"It's much more efficient, much more secure..." - Jesse Witkowski on the benefits of ACH transactions.

Connect with Jesse:

Website: www.dealflowxchange.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can technology make fundraising more accessible and efficient for both seekers and providers of capital?

Angel interviews Jesse, co-founder of VeroVend and DealFlow Exchange. Verivend is a platform that enables quick, secure transactions of large sums of money to facilitate fundraising. The newly launched DealFlow Exchange connects capital seekers and providers to streamline the investment process.

With over a decade of dedicated involvement in the dynamic realm of startups, Jesse Witkowski has honed a multifaceted expertise that spans across diverse sectors, including technology, wealth management, and fintech. His journey is marked by a proven track record of effective leadership, where he has not only guided ventures but also contributed to their significant expansion and success. Jesse's strategic acumen and visionary approach are particularly noteworthy, consistently delivering exceptional results even in resource-constrained environments. His reputation as a seasoned professional underscores his ability to navigate challenges, seize opportunities, and drive sustained growth across various industries.

[00:02:00 - 00:03:00] Beyond Wires and Fees

Verivend allows secure transfer of millions using verified accounts
Removes friction of traditional wire transfers that rely on banks
Nearly $1 billion transferred already through the platform

[00:05:00 - 00:07:00] Matchmaking for Capital Seekers

DealFlow Exchange links those seeking capital with interested investors
Accredited investors access anonymized deal overviews to engage opportunities
Platform to become "social media for private capital"

[00:07:00 - 00:09:00] Casting the Net for Compatible Deals

DealFlow Exchange open to smaller raises of a few million
Fees are economical at $9.99 per month to post deals
Family offices can easily filter for deals meeting their criteria

[00:15:00 - 00:18:00] Investor-First Engagement Model

Puts onus on investors to identify and engage preferred deals
Creates more receptivity in deal principals to investor outreach
Recasts capital raising dynamic closer to "Bumble for investing"

Quotes:

"We have active family offices and other investors perusing the deals we've posted on the equity side, and then we also have direct lenders lined up on the debt side." - Jesse Witkowski

"Everybody's using the big tech companies, right? When you think of the Metas, Teslas, Twitters of the world - they give a ton away, but their valuations are still in the multi-billion dollar range." -= Jesse Witkowski

Connect with Jesse:

Website: www.dealflowxchange.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can embracing the mastermind concept and community support transform your personal and professional journey?

In this enlightening episode], Angel Williams and Tianika "Ty" Mangum dive into the transformative power of community support and the mastermind concept. They discuss the importance of taking action in education and business, overcoming analysis paralysis, and the benefits of being held accountable within a support group. They also explore the impact of mastermind groups on personal growth and business success, highlighting the role of these groups in providing a push towards achieving goals. The conversation pivots to the significance of writing down goals and the psychological effects of this practice. Further, the episode delves into Ty's podcasting journey with "Tiny Steps Big Moves" and "TNT and Multifamily," shedding light on career pivots and the pursuit of generational wealth through real estate.

[00:00:00 - 00:06:00] The Mastermind Influence

The role of community in personal growth.
Overcoming analysis paralysis through action.
The reciprocal nature of support in mastermind groups.

[00:06:01 - 00:10:00] Harnessing the Power of Written Goals

Psychological impact of writing down goals.
Transitioning ideas from thought to action.
Real-life examples of goal-setting success.

[00:10:01 - 00:14:00] Launching "Tiny Steps Big Moves"

Inspiration behind the podcast.
Focus on women's career changes and growth.
Incorporation of personal faith and money stories.

[00:14:01 - 00:18:00] Exploring Real Estate with "TNT and Multifamily"

The journey into multifamily real estate.
Addressing generational wealth and finance education.
Guest experiences and learning in real estate investment.

[00:18:01 - 00:20:00] Future Endeavors and Wrap-Up

Ty's new website and personal development initiatives.
Reflections on the podcast episode.
Encouragement for listeners to take action.

Quotes:

"Done is better than perfect. Just do it." - Angel Williams

"Writing it down... helps you but yeah, the mastermind has pushed me in a different direction." Tianika "Ty" Mangum

Connect with Tianika:

Website: https://tremendous-hustler-9385.ck.page/66ab08f4fa/

LinkedIn: www.linkedin.com/in/tianika-“ty”-mangum-36214290/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Can embracing vulnerability and effective communication truly transform our personal and professional lives?

In this enlightening episode, Angel Williams and Tianika "Ty" Mangum engage in a profound discussion on the power of communication and emotional intelligence in both personal growth and professional realms. They delve into the nuances of generational communication, the importance of understanding and articulating emotions, and the role of emotional intelligence in leadership. The conversation also covers the journey of self-education in real estate investing, highlighting the value of coaching, community support, and the courage to take action.

(00:00 - 02:59) Embracing Emotional Intelligence

Understanding and articulating emotions for better communication.
The influence of generational perspectives on communication styles.
The power of self-awareness in improving interpersonal interactions.

(03:00 - 06:59) Generational Communication and Leadership

Bridging communication gaps between different generations.
The role of emotions in leadership and decision-making.
Leveraging generational differences for effective leadership.

(07:00 - 10:59) The Journey of Self-Education in Real Estate

The importance of acquiring knowledge before action in real estate investing.
Exploring the impact of coaching and mentorship in accelerating growth.
Continuous learning as a key to success in real estate.

(11:00 - 14:59) The Role of Coaching and Community in Real Estate

Evaluating the effectiveness of coaching programs in real estate.
Building relationships and community support in the investment journey.
The value of community and mentorship in navigating the real estate landscape.

(15:00 - 18:00) Action, Accountability, and Achievement

The significance of taking action and setting accountable goals.
Celebrating achievements and the power of community validation.
The importance of action and accountability in achieving goals.

Quotes:

"If you can understand your feelings, you can better explain your feelings. And then other people will understand them too." - Angel Williams:

"Emotion is needed in leadership, but it's about knowing when and with whom to use it." -Tianika "Ty" Mangum:

Connect with Tianika:

Website: https://tremendous-hustler-9385.ck.page/66ab08f4fa/

LinkedIn: www.linkedin.com/in/tianika-“ty”-mangum-36214290/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can military experience and VA loans transform your journey in real estate investing, especially in a field as dynamic and challenging as this one?

In this enlightening episode of "The Academy Presents Real Estate Investing Rocks," host Angel Williams converses with Tianika "Ty" Mangum, a real estate investor and military veteran, about the intricate interplay between military service and real estate investing. Ty shares her journey from buying her first property with a VA loan to becoming a seasoned investor, emphasizing the unique advantages of VA loans. The discussion also touches on the challenges and triumphs women face in the real estate investing space, highlighting the importance of resilience, strategic thinking, and the distinct skills women bring to the table.

[00:00:00 - 00:04:59] Starting Steps in Real Estate Investing

The journey of transitioning from a homeowner to a real estate investor.
The benefits and strategic use of VA loans in property investment.
Initial challenges and learning curves in real estate investing.

[00:05:00 - 00:08:59] Leveraging VA Loans for Growth

Innovative strategies for using VA loans in residential and multifamily properties.
The expanding opportunities and understanding of VA loan uses.
Real-life examples of strategic property investments using VA loans.

[00:09:00 - 00:11:59] Military Experience Influencing Real Estate

The impact of military discipline, leadership skills, and adaptability on real estate success.
Understanding the importance of judgment and decision-making in investments.
How military training fosters resilience and strategic planning in real estate.

[00:12:00 - 00:14:59] Strategic Planning and Scenario Analysis

The significance of scenario planning (COAs) in managing real estate ventures.
Adapting military strategies to real estate for effective problem-solving.
The role of persistence and adaptability in overcoming real estate challenges.

[00:15:00 - 00:17:59] Women's Unique Role in Real Estate Investing

The distinct skills and perspectives women bring to real estate investing.
Overcoming gender-related challenges in a male-dominated field.
The importance of active listening and communication in negotiations.

Quotes:

“My military experience has been invaluable. It's shaped me in countless ways, particularly in developing self-discipline. It's about understanding situations deeply before acting, and at times, it's about acting swiftly and figuring things out on the fly – much like piloting a plane already in motion." – Tianika "Ty" Mangum

“Change is a constant, much like Uncle June's up the street. It might change names, but its essence remains. Acknowledging change, whether in names or scenarios, is vital, especially in dynamic fields like real estate." – Tianika "Ty" Mangum.

Connect with Tianika:

Website: https://tremendous-hustler-9385.ck.page/66ab08f4fa/

LinkedIn: www.linkedin.com/in/tianika-“ty”-mangum-36214290/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Have you ever wondered how the challenges of remote property investment can be transformed into a systematic and profitable journey?

In this insightful episode guests Stacy and Jen share their experiences and strategies in real estate investing, particularly focusing on remote property management. The conversation delves into practical aspects of dealing with contractors, leveraging technology, and the importance of mindset in real estate investment. The episode is a treasure trove of information for both new and seasoned investors, offering a blend of technical advice, personal anecdotes, and strategic insights.

(00:00 - 04:00) The Evolution of Investment Strategies

Adapting investment strategies over time is crucial for success.
Importance of systemizing and controlling investment processes.
Learning from practical experiences can significantly enhance investment methodologies.

(04:00 - 08:00) Remote Property Management Insights

The effectiveness of using third-party services for remote property management.
Leveraging technology in managing distant properties.
Challenges and solutions in dealing with remote investments.

(08:00 - 12:00) Harnessing Technology in Real Estate

Utilizing drone technology for property surveillance.
The role of digital tools in efficient property management.
Navigating the challenges of remote investment through innovative solutions.

(12:00 - 16:00) Mindset and Investment Decisions

The critical role of mindset in real estate investment.
Balancing emotional and logical decision-making in investments.
Importance of understanding and leveraging one's strengths in a team.

(16:00 - 20:00) Effective Communication and Team Dynamics

Navigating interpersonal dynamics in investment partnerships.
Utilizing effective communication strategies for better team collaboration.
Aligning team members' strengths and weaknesses for optimal performance.

Quotes:

"It's through coordinating teams and people that we make our investments work." - Stacy Conkey

"Decisiveness is what makes you succeed in life." - Jen Conkey

Connect with Jen and Stacey:

Website: www.rmfiacademy.com

www.warriorsofwealth.com

Youtube: https://www.youtube.com/c/MultiFamilyRealEstateInvesting

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Have you ever considered how the fear of success might be holding you back more than the fear of failure, especially when it comes to making significant changes in your career or investments?

In this enlightening episode, Angel Williams engages in a deep conversation with Stacy and Jen, the dynamic duo behind the Warriors of Wealth Network and Remote Multifamily Investing Academy. The episode delves into the transformative power of mindset in achieving success in real estate investing. From building a supportive community to overcoming personal limitations, this episode is packed with insights and inspiring stories that showcase the journey from novice to the seasoned investor.

[00:01:00 - 00:04:00] The Warriors of Wealth: Building a Community

The importance of community in personal and professional growth.
The transition from a mastermind to a network powered by an academy.
The unique culture and strong bonds formed among members.

[00:04:00 - 00:08:00] The Art of Cultivating Success: From Mindset to Mastery

The critical role of mindset in overcoming obstacles in real estate investing.
The process of monitoring and mentoring new members in the academy.
The celebration of success and personal growth among members.

[00:08:00 - 00:12:00] Overcoming Self-Doubt: The Journey of Personal Transformation

The significance of the warrior mindset in achieving real estate success.
The journey from self-doubt to confidence through personal stories.
The power of resilience and overcoming personal limitations.

[00:12:00 - 00:16:00] Fear and Success: Navigating the Complex Emotional Landscape

Understanding the relationship between fear of failure and fear of success.
Strategies to cope with and overcome these fears.
Insights into the psychological aspects of investing and personal growth.

[00:16:00 - 00:20:00] Real Estate Realizations: Shifting Perspectives for Growth

How small mindset shifts can lead to significant changes in real estate ventures.
The impact of mentorship and community support on personal growth.
The transition from residential to commercial real estate investing.

Quotes:

"The first opponent is not exactly closing your first deal. Your first opponent is you." - Jen

"Economy of scale is real." - Jen

Connect with Jen and Stacey:

Website: www.rmfiacademy.com

www.warriorsofwealth.com

Youtube: https://www.youtube.com/c/MultiFamilyRealEstateInvesting

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Have you ever wondered how a shift from solo real estate ventures to a collaborative, community-driven approach can revolutionize your investing journey?

In this episode of "The Academy Presents Real Estate Investing Rocks," host Angel Williams engages with real estate experts Jen and Stacey. They delve into their personal journeys in the world of real estate, highlighting the challenges and triumphs of starting in the industry, the transition from individual to collaborative investing, and the power of community and mentorship in real estate success. Their stories offer a candid look into the realities of investing, scaling businesses, and the transformative power of strategic partnerships.

Jen and Stacy Conkey, celebrated authors of "Multifamily Freedom Hacking," combine two decades of real estate expertise with a passion for multifamily education. Jen, an NLP Master Practitioner, and strategist, reshapes mindsets for success, while Stacy, with her comprehensive approach, empowers investors with essential tools for deal-making. Founders of the leading Multifamily Academy, they specialize in leveraging joint ventures and advancing into larger syndications. More than advisors, Jen and Stacy offer a transformative, relatable, and impactful experience in real estate investing.

[00:00:00 - 00:06:00] The Beginnings of a Real Estate Journey

The initial challenges and learnings of starting in real estate.
The evolution from solo projects to realizing the need for a more scalable model.
The importance of adapting and learning from early mistakes in the industry.

[00:06:00 - 00:12:00] The Power of Collaboration and Remote Investing

The strategic shift to remote real estate investing and its benefits.
How Jen and Stacey's partnership complemented their individual strengths.
The significance of embracing innovative approaches in real estate.

[00:12:00 - 00:18:00] Educational Investments and Scaling Up

Investing in education and mentorship as a catalyst for growth.
The journey from small-scale projects to larger, more complex deals.
Balancing risk with informed decision-making in scaling their business.

Quotes:

"I got addicted to real estate investing... It wasn't a scalable model though." - Jen Conkey

"I learned everything that I could about how to do it remotely." - Stacey Conkey

Connect with Jen and Stacey:

Website: www.rmfiacademy.com

www.warriorsofwealth.com

Youtube: https://www.youtube.com/c/MultiFamilyRealEstateInvesting

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can private lending transform your real estate investments and what are the insider strategies to maximize profits in this domain?

In this insightful episode, Jay Conner, an experienced real estate investor, delves into the intricacies of property rehab and the advantages of using private lending. Joined by Angel Williams, they discuss the nuances of navigating real estate laws, the importance of detailed cost assessments, and strategies for maximizing returns. The conversation also touches on the significance of professional relationships and the impact of state-specific real estate regulations. This episode is a treasure trove of tips for both novice and seasoned real estate investors.

Jay Conner, an accomplished real estate investor since 2003, has impressively rehabbed over 475 houses in a small community, averaging $78,000 profit per deal, totaling over $118 Million in transactions. Having automated his seven-figure annual business to require less than 10 hours of work weekly, Jay's expertise extends to teaching others about raising private money without direct solicitation. Notably, he raised over $2 million in private funds in just 90 days during the 2009 financial crisis. Jay, a national speaker and two-time bestselling author, is also a commercial developer and former president of Business Networking International. He resides in Morehead City, NC, with his wife, Carol Joy.

[00:00:00 - 00:05:59]Rehabbing Real Estate: Strategies and Pitfalls

Importance of choosing the right contractors and comparing multiple bids.
Understanding state-specific laws for rehabbing.
Balancing the cost and quality of rehabs.

[00:06:00 - 00:11:59] Exploring Private Lending in Real Estate

Benefits of private lending over traditional banking.
Strategies to cultivate relationships with private lenders.
Leveraging private lending for higher investment returns.

[00:12:00 - 00:17:59] Navigating Legal Complexities in Real Estate

Importance of being aware of state-specific real estate laws.
The role of legal advice in navigating real estate investments.
Strategies for legal compliance in various types of real estate transactions.

[00:18:00 - 00:23:59] Maximizing Profits Through Smart Investing

Techniques for accurate cost estimation and profit maximization.
The importance of due diligence in property selection.
Balancing risk and reward in real estate investments.

Quote:

"You cannot expect that which you do not inspect." - Jay Conner

“You are not in business as a real estate investor until you've got a relationship with a real estate attorney” - Jay Conner

Connect with Jay:

Website: www.JayConner.com

LinkedIn: www.linkedin.com/company/jay-conner-private-money-authority-real-estate-investing/

Facebook: https://www.facebook.com/jay.conner.marketing

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can private money transform your real estate investments and offer solutions to seemingly insurmountable financial challenges?

In this insightful episode, Angel Williams and Jay Conner delve into the nuanced world of private money in real estate. They discuss its potential as a game-changer for investors, especially those facing liquidity problems. The episode covers practical strategies for leveraging private funding, the importance of securing investments and navigating financial hurdles. Their conversation is peppered with real-life examples, offering a comprehensive guide for both novice and experienced real estate investors.

Jay Conner, an accomplished real estate investor since 2003, has impressively rehabbed over 475 houses in a small community, averaging $78,000 profit per deal, totaling over $118 Million in transactions. Having automated his seven-figure annual business to require less than 10 hours of work weekly, Jay's expertise extends to teaching others about raising private money without direct solicitation. Notably, he raised over $2 million in private funds in just 90 days during the 2009 financial crisis. Jay, a national speaker and two-time bestselling author, is also a commercial developer and former president of Business Networking International. He resides in Morehead City, NC, with his wife, Carol Joy.

[00:00 - 02:00] The Mechanics of Private Money Loans

Private loans are secured and involve minimal documentation.
Importance of using a real estate attorney for closing.
Private lenders offer mortgages or deeds of trust.

[02:00 - 04:00] Leveraging Equity for Cash Flow

Private money can be used in a second position for equity extraction.
This strategy can solve liquidity issues.
Ensures protection for the private lender.

[04:00 - 06:00] Breaking Down a Duplex Deal

Discussion on the financial structuring of a duplex purchase.
The importance of equity cushion for private lenders.
Real-world example of leveraging property value.

[06:00 - 08:00] Strategic Refinancing with Private Money

Refinancing as a method to free up cash.
Balancing loan-to-value ratios.
Benefits of private money over institutional funding.

[08:00 - 10:00] Scaling Your Real Estate Portfolio

Using private money to expand investment opportunities.
The advantage of private money in different scale projects.
Assessing risk and securing investments in smaller deals.

Quotes:

"On paper, it's like we should be in the highest tax bracket. But we're not." - Angel Williams:

"In this world of private money, there is no wall." Jay Conner:

Connect with Jay:

Website: www.JayConner.com

LinkedIn: www.linkedin.com/company/jay-conner-private-money-authority-real-estate-investing/

Facebook: https://www.facebook.com/jay.conner.marketing

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Have you ever considered the transformative power of private money in real estate investing, and how it can redefine your financial strategies?

In this enlightening episode, Angel Williams engages with Jay Conner, an expert in private money lending in real estate. Jay shares his journey from traditional banking to leveraging private money, highlighting the distinctions and advantages over hard money lending. He delves into his personal experiences, strategies, and the impact of private funding on his real estate ventures, providing invaluable insights for both novice and experienced investors.

Jay Conner, an accomplished real estate investor since 2003, has impressively rehabbed over 475 houses in a small community, averaging $78,000 profit per deal, totaling over $118 Million in transactions. Having automated his seven-figure annual business to require less than 10 hours of work weekly, Jay's expertise extends to teaching others about raising private money without direct solicitation. Notably, he raised over $2 million in private funds in just 90 days during the 2009 financial crisis. Jay, a national speaker and two-time bestselling author, is also a commercial developer and former president of Business Networking International. He resides in Morehead City, NC, with his wife, Carol Joy.

[00:00:00 - 00:04:00] The Private Money Advantage

The significant impact of private money on real estate investments.
Jay Conner's transition from traditional banking to private money.
The unique benefits of private over hard money.

[00:04:00 - 00:08:00] Discovering Private Money

Jay’s first encounter with private money during the 2009 financial crisis.
The role of networking in discovering private money sources.
The importance of educating potential private investors.

[00:08:00 - 00:12:00] Strategies for Success

Jay's approach to securing private funding without pitching.
The significance of having funds lined up before finding deals.
Creating opportunities out of financial challenges.

[00:12:00 - 00:16:00] Expanding Horizons

The scalability of private money in real estate.
The versatility of private money across different property types.
Jay's experience with a wide network of private lenders.

[00:16:00 - 00:20:00] Future of Private Money

The growth and potential of private money post-2009.
How private money transformed Jay’s real estate business.
The role of private money in future real estate trends.

Quotes:

"We don't ask for a mortgage; we offer a mortgage." - Jay Conner

"The worst time to be attracting private money is when you need it for a deal." - Jay Conner

Connect with Jay:

Website: www.JayConner.com

LinkedIn: www.linkedin.com/company/jay-conner-private-money-authority-real-estate-investing/

Facebook: https://www.facebook.com/jay.conner.marketing

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

"How does the art of interior design transform not just our living spaces but also our lifestyles?"

In this insightful episode, Lisa Landry, a seasoned interior designer, shares her expertise in transforming multifamily and commercial spaces. Through her detailed explanations, Lisa highlights how strategic design choices can breathe new life into various environments, from leasing offices to fitness centers.

(00:00 - 01:00) Revitalizing Spaces with Color and Light

Utilizing murals to create focal points.
The role of color variation in space enhancement.
The impact of lighting in setting the ambiance.

(01:00 - 02:00) Leasing Office Makeovers

Cost-effective design strategies for leasing offices.
The dramatic effect of painting trims in dark colors.
Creating functional yet stylish business centers.

(02:00 - 03:00) Functional Aesthetics in Design

Modernizing existing architectural features.
Balancing aesthetics and functionality.
The trend of using modern lighting to enhance spaces.

(03:00 - 04:00) Versatile Design in Fitness Centers

Designing spaces for versatility and multiple uses.
The challenge of maintaining aesthetic elements in functional areas.
Creating welcoming and adaptable environments.

(04:00 - 05:00) Elevating Model Units and Exteriors

The significance of staging and color in model units.
Selecting exterior paints to complement architectural elements.
The impact of well-chosen design elements on real estate value.

Quotes:

"Painting the trim black and keeping the walls lighter is a great inexpensive way to add drama to a space." - Lisa Landry

"It's about taking whatever architecture is there and doing whatever you can to make it look like today." - Lisa Landry

Connect with Lisa:

Websites: www.landrydesigns.com

www.growaboveandbeyond.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

"How can the transformative power of design influence both our living spaces and our lifestyles?"

In this episode, Lisa Landry, a renowned interior designer, delves into the intricacies of modern, traditional, and rustic design styles. Her insights reveal how color, texture, and layout choices can drastically transform any space, whether residential, commercial, or multifamily projects.

(00:00 - 00:04) Modern Design Revelations

The rise of transitional design blending modern and traditional elements.
The increasing use of bold colors in neutral settings.
The trend towards mixed metal finishes in home decor.

(00:04 - 00:08) Exploring Color and Texture

Creative use of murals and wall coverings to enhance spaces.
Strategies for integrating existing architectural features into new designs.
The importance of lighting in creating ambiance.

(00:08 - 00:12) Traditional and Rustic Style

The endurance of traditional design elements in modern settings.
The role of texture, such as tufting, in adding depth to designs.
Combining cozy furnishings with industrial elements in rustic designs.

(00:12 - 00:16) Designing for Function and Aesthetics

The balance of functionality and aesthetics in interior design.
Incorporating pet-friendly elements in home design.
The use of dramatic elements in otherwise functional spaces.

(00:16 - 00:20) Commercial and Multifamily Projects

The unique challenges and opportunities in commercial and multifamily design.
The impact of small design elements in large commercial spaces.
Techniques for transforming spaces to meet various commercial needs.

Quotes:

"You got to take the time to stage things properly to make an impact." - Lisa Landry

"We love taking a big wall that has nothing on it and doing a big mural." - Lisa Landry

Connect with Lisa:

Websites: www.landrydesigns.com

www.growaboveandbeyond.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can interior design transform not just the aesthetics but also the value of your property?

Landry, the creative force behind Landry Designs, delves into the transformative power of interior design, not just in terms of aesthetics but also in enhancing the value of properties. With a rich background in multifamily, commercial, and residential design, Landry and her team bring a wealth of knowledge and experience, recognized through international awards and publications.

Landry highlights the importance of color choices, such as Sherwin Williams’ 'navel,' and how they can alter the ambiance of a space. The concept of transitional design is explored, blending traditional and contemporary elements for a harmonious look.

[00:00:00 - 00:03:00] Introduction to Landry Designs:

Lisa Landry introduces Landry Designs, highlighting its focus on interior design and staging.
The team's expertise in multifamily, commercial, and residential design.
Recognition through international design awards and numerous publications.

[00:04:00 - 00:07:00] The Power of Professional Design:

Benefits of hiring a designer, including professional insight and budget management.
Importance of showcasing property assets through design.
Landry's approach to stress-free, transformative design processes.

[00:08:00 - 00:12:00] Design Trends and Tips

2020 color forecasts and trends in interior design.
How color choices like Sherwin Williams’ 'navel' can influence a space's ambiance.
The blend of traditional and modern elements in transitional design.

[00:14:00 - 00:18:00] Before and After: Dramatic Transformations:

Real-life examples of Landry Designs' transformative work.
The impact of thoughtful design choices on living spaces.
The importance of details like lighting and furniture placement.

[00:19:00 - 00:23:00] Designing for Various Needs and Styles

Customization of design to fit individual client needs and preferences.
The versatility of design in different types of properties, from residential to commercial.
The significance of integrating art and modern elements in design.

Quotes:

"Interior design is not just about making a space look good; it’s about creating an environment that reflects your personality and meets your needs." - Lisa Landry

"Every space has its own story, and our job is to bring that story to life through design." - Lisa Landry

Connect with Lisa:

Websites: www.landrydesigns.com

www.growaboveandbeyond.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing.

Head over to our Facebook Page, Youtube Channel, or website

https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

As real estate investors, how can we best prepare our rental properties and tenants to weather uncertain economic storms like the one caused by the coronavirus pandemic?

On this episode of the podcast, Liz Faircloth joins Angel Williams to share her experience as a real estate investor managing rental properties during difficult times. Liz provides advice on building financial reserves, proactively communicating with lenders and tenants, and learning from mistakes.

Liz was born and raised in a middle-class family in New Jersey where her home was filled with love but going out to dinner was a big deal. From an early age, she has always wanted to serve others and even went to graduate school to become a social worker. While studying to become a social worker, her brother-in-law handed her Rich Dad Poor Dad, which changed the trajectory of Liz's life forever. Over the next couple years, she started learning as much as she could about real estate investing. After a year of taking courses and hundreds of attempts to get an offer accepted, Liz's boyfriend at the time (now husband) purchased their first investment property, a duplex, with none of their own money since they did not have the funds. Liz is also the co-host of The Real Estate Investher Show, a podcast all about real estate investing strategies that empowers women investors to become financially free.

(00:00:00 - 00:02:30) Building Reserves and Planning for Expenses

Budget properly for expenses like capital expenditures in your projections
Have reserve funds available, especially for older properties
"We failed to pay ourselves first or have adequate reserves" Liz expands on paying yourself first.

(00:02:30-00:07:14)Securing Financing and Managing Vacancies

Secured financing despite only 50% occupancy by having renovation funds and a turnaround plan
Multifamily helps spread the risk compared to vacant single-family homes
Plan to work with tenants on rent relief or concessions if needed

(00:07:14 - 00:10:15) Defining Capital Expenditures

Renovations are one-time upgrades to prepare a unit for rent
Capital expenditures are major intermittent costs like roofs
Maintenance is ongoing upkeep and minor repairs

(00:10:15 - 00:14:26) Commercial Properties and Working During Crisis

Many commercial tenants like lawyers and contractors need office space to operate
We hope our tenants can weather this but are preparing for potential issues
Communicating proactively with all stakeholders is crucial

(00:14:26 - 00:19:00) Timing New Purchases During Market Uncertainty

Focus on deeply studying your target real estate market before buying anything
Existing owners are focused on stabilizing assets not buying more now
Capitalize on opportunities that emerge later when you understand the market

Quotes:

"I felt like we just developed a nonprofit for many years where I was just working for free all the time." - Liz Faircloth

"Keep failing forward. That's what I would say." Liz Faircloth

Connect with Liz:

https://www.therealestateinvesther.com/our-story

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

What key strategies helped Liz scale her real estate investing business from 10 units to over 200 units?

In this episode, Liz Faircloth shares the journey of scaling her multifamily real estate investing business over several years, going from small 10-12 unit buildings up to a 222 unit apartment complex. She provides insights on building broker relationships, walking away from bad deals, handling crime issues, scaling your acquisition team, and the importance of community.

Liz was born and raised in a middle-class family in New Jersey where her home was filled with love but going out to dinner was a big deal. From an early age, she has always wanted to serve others and even went to graduate school to become a social worker. While studying to become a social worker, her brother-in-law handed her Rich Dad Poor Dad, which changed the trajectory of Liz's life forever. Over the next couple years, she started learning as much as she could about real estate investing. After a year of taking courses and hundreds of attempts to get an offer accepted, Liz's boyfriend at the time (now husband) purchased their first investment property, a duplex, with none of their own money since they did not have the funds. Liz is also the co-host of The Real Estate Investher Show, a podcast all about real estate investing strategies that empowers women investors to become financially free.

(00:00 - 02:00) Getting Started in Smaller Multifamily Units

Be prepared that sellers won't disclose full info on issues
Building relationships with brokers is critical
Start small when you're learning the ropes of managing multifamily properties

(02:00 - 05:00) Knowing When to Walk Away

Stick to your numbers even if it means walking away
A motivated seller came back 3 months later more willing to negotiate
Don't get emotionally attached to a property or deal

(05:00 - 10:00) Handling Crime Through Better Management

Go after the root leader perpetuating issues
Make tenants feel safe and handle issues legally
Improving safety and security helps attract better residents

(10:00 - 15:00) Assembling an Acquisitions Team

Identify key roles like the Hunter, Brains, Money, and Hammer
Leverage people's strengths and build a team
Tap into others' existing talents like underwriting to expand your capabilities

(15:00 - 16:00) The Power of Community

Learn from others so you don't make the same mistakes
Women excel at building community
Connecting with other investors provides motivation and accountability

Quotes:

"Be mindful when you're purchasing multis or any property that you're not going to get the full story." - Liz Faircloth

"Hire slow, hire a property management company slow and then fire fast." - Liz Faircloth

Connect with Liz:

https://www.therealestateinvesther.com/our-story

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How does an aspiring real estate investor go from owning a small duplex to amassing a 220-unit portfolio?

In this episode, Liz Faircloth shares her 15-year journey of growing a real estate portfolio from a duplex to over 200 units. She provides transparent insights into the challenges, mistakes, and wins along the way. Learn key lessons around focus, track record, creative financing, managing vs hiring property management, and accounting for surprises after purchase. Gain valuable perspective as Liz reflects on pivotal decisions to diversify or double down, utilize partnerships, and push past self-doubt in pursuit of her goals.

Liz was born and raised in a middle-class family in New Jersey where her home was filled with love but going out to dinner was a big deal. From an early age, she has always wanted to serve others and even went to graduate school to become a social worker. While studying to become a social worker, her brother-in-law handed her Rich Dad Poor Dad, which changed the trajectory of Liz's life forever. Over the next couple years, she started learning as much as she could about real estate investing. After a year of taking courses and hundreds of attempts to get an offer accepted, Liz's boyfriend at the time (now husband) purchased their first investment property, a duplex, with none of their own money since they did not have the funds. Liz is also the co-host of The Real Estate Investher Show, a podcast all about real estate investing strategies that empowers women investors to become financially free.

Taking the Leap with a Duplex (00:00 - 03:00)

Cold calling landlords with vacancies can uncover motivated sellers
Lack of systems and processes early on made property management tougher

(03:00 - 07:00) Learning the Landlord Game

Managing properties yourself at first builds expertise
Build capital expenditure and property management expenses into original numbers

(07:00 - 10:00) Pivoting from Residential to Commercial

Lack of focus split effort from optimal multifamily investing path
Getting creative to reposition a large commercial asset during recession

(10:00 - 14:00) The Power of Partnerships

The first syndication project tapped new growth capital
Track record built credibility to attract investment partners

(14:00 - 17:00) Surprises Keep Coming Post Purchase

Sellers rarely provide full transparency, expect the unexpected
Value-add opportunities often emerge after the acquisition

Quotes:

"The key is really being able to find motivated sellers." - Liz Faircloth

"Really learn to landlord on these properties." - Liz Faircloth

Connect with Liz:

https://www.therealestateinvesther.com/our-story

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Have you ever wondered what's the worst that could happen if you leave your comfort zone and take a leap of faith into real estate investing?

In this thought-provoking episode, Angel Williams and her guest, Misty Hassenstab, delve into the realms of real estate investing, overcoming fear, and the power of mindset in achieving success. They explore the challenges and triumphs encountered in leaving a traditional job for real estate, the importance of decision-making, and strategies for building effective teams. This episode is a treasure trove of insights for anyone looking to break into or excel in the world of real estate investing.

Misty is a wife, mother of a beautiful baby girl, full-time Entrepreneur, Real Estate Investor, & Business & Mindset Coach with 6+ years of experience in real estate investing. She has wholesaled 20+ deals, completed a handful of flips, & has a new construction/development portfolio of 21 units with 10 more currently in progress.

Misty is extremely passionate about helping other women create a life & real estate investing business filled with passion, positivity, & purpose & has coached & mentored over 150 female investors since 2020.

Along with co-founding & now solely managing HER Mindset Matters REI Group, she is a Managing Partner in Guideway Investment Partners LLC, Elevated Development LLC, & Level Up Remodeling LLC. She is also a Co-Founder of the Houston – Women’s Real Estate Investor Alliance (WREIA).

[00:00:00 - 00:03:00] Embracing Change and Overcoming Fear

Facing fears when transitioning from a traditional job to real estate.
Using "What's the worst that can happen?" as a tool to overcome fear.
The concept of opportunity cost in decision-making.

[00:03:00 - 00:06:00] Real Estate Investing: Strategies and Mindset

Utilizing the current environment to focus on real estate goals.
The significance of having a clear vision in real estate investing.
Continuing business activities despite external challenges.

[00:06:00 - 00:09:00] Results Entitlement and Action

Debunking the myth of result entitlement in the real estate industry.
The necessity of taking massive action for success.
Avoiding the trap of expecting results without effort.

[00:09:00 - 00:12:00] Building Effective Teams in Real Estate

The value of team dynamics over individual skills.
Hiring for attitude and training for skill.
The role of integrity and work ethic in team building.

[00:12:00 - 00:15:00] Empowerment and Collaboration Among Women in Real Estate

The growing presence and impact of women in real estate investing.
The power of collaboration and support among women in the industry.
Encouraging a culture of mutual success and empowerment.

Quotes:

"You don't ever have to give up the real estate side of it. The fear of leaving that W-2 behind is like losing a safety net, but it's also a crutch." - Misty Hassenstab

"You can't complain about results you didn't create. You actually have to take massive action in order to achieve success in real estate." - Misty Hassenstab

Connect with Misty:

https://www.linkedin.com/in/misty-hassenstab-75b61413/

https://www.hermindsetmattersrei.com/REI-masterclass

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can we push past fear and self-doubt to take massive action towards our biggest goals?

In this episode, Misty shares her wisdom and personal stories about taking massive action to achieve success. Even when facing obstacles like the recent coronavirus pandemic, Misty emphasizes the power of relentlessly pursuing your vision without letting setbacks stop your momentum.

Misty is a wife, mother of a beautiful baby girl, full-time Entrepreneur, Real Estate Investor, & Business & Mindset Coach with 6+ years of experience in real estate investing. She has wholesaled 20+ deals, completed a handful of flips, & has a new construction/development portfolio of 21 units with 10 more currently in progress.

Misty is extremely passionate about helping other women create a life & real estate investing business filled with passion, positivity, & purpose & has coached & mentored over 150 female investors since 2020.

Along with co-founding & now solely managing HER Mindset Matters REI Group, she is a Managing Partner in Guideway Investment Partners LLC, Elevated Development LLC, & Level Up Remodeling LLC. She is also a Co-Founder of the Houston – Women’s Real Estate Investor Alliance (WREIA).

[00:01-00:04 ] Doing What Only You Can Do

Focus only on your own actions and goals, not what others are doing
Identify what you specifically are able to do right now to move forward

[00:04 - 00:07] Redefining Failure and Taking the Next Step

Completely take failure off the table as an option
When something isn't working, immediately ask what the next action step is
Have an action plan ready so you can pivot quickly without overthinking

[00:07-00:09] Why Fairness Doesn't Matter

Don't compare yourself to others or expect external fairness
Keep taking action regardless of what support or resources you perceive others to have
If someone seems more successful, assume they took massive action for it

[00:09-00:12] Managing Emotions While Taking Action

It's okay to feel doubt, fear and uncertainty - process the emotions
After acknowledging the feelings, refocus and continue taking action
Results often come just when you most want to give up

[00:12-00:14] Doing the Tough Stuff for Big Goals:

Much of the journey won't be fun - do it anyway
The same things cause failures and successful people to quit
Commit to your vision regardless of how you feel day-to-day

Quotes:

"I'm going to worry about and focus on what I'm doing because that is literally the only thing that I can do." - Misty Hassenstab

"When you face the end of your...marketing campaign, that's just all this like mental drama and you beat yourself up. No, let's cut that out and let's go to the next action." Misty Hassenstab

Connect with Misty:

https://www.linkedin.com/in/misty-hassenstab-75b61413/

https://www.hermindsetmattersrei.com/REI-masterclass

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

What do the struggles and successes of experienced real estate investors like Misty reveal about setting realistic expectations on your own journey?

On this episode Misty shares hard-won lessons on goal setting, managing expectations, and taking action as a real estate investor. Drawing on over three years of full-time real estate investing experience in Texas, Misty gets real about the challenges she has faced while building multiple successful companies with her long-term partner. She offers tactical advice on creating an empowering mindset, celebrating small wins, understanding your unique circumstances, and avoiding common pitfalls like analysis paralysis. Whether you're just starting or looking to grow, Misty's candid wisdom will help you set yourself up for sustainable success.

Misty is a wife, mother of a beautiful baby girl, full-time Entrepreneur, Real Estate Investor, & Business & Mindset Coach with 6+ years of experience in real estate investing. She has wholesaled 20+ deals, completed a handful of flips, & has a new construction/development portfolio of 21 units with 10 more currently in progress.

(00:03:00 - 00:07:00) Getting Real About the Investor Journey

Misty has been a full-time real estate investor for 3.5 years, building multiple companies with her partner
She is committed to being brutally honest about the struggles she has faced
Goal is to help even one more person push through the dark times

(00:07:00 - 00:12:00) Creating an Empowering Mindset & Managing Expectations

Understand your unique circumstances
Set personal goals first
Celebrate small wins along the way

(00:12:00 - 00:15:00) The Danger of Comparing Yourself to Others

Social media rarely shows the full picture
Everyone's circumstances and journeys are different
Focus on your own growth

(00:15:00 - 00:19:00) Getting Uncomfortable Is Essential for Growth

This business is not easy and does not happen overnight
Be prepared to be uncomfortable
That discomfort drives understanding and progress

(00:19:00 - 00:23:00) Taking Action and Avoiding Paralysis Key Takeaways:

You can't complain about results you don't have if you don't take action
Don't get stuck overanalyzing, just do it
Ask "What's the worst that could happen?"

Quotes:

"I hope that me being very brutally honest and transparent will, you know, if it can help one person out there, then I've done my job here." - Misty Flanagan

"This is your journey. And it's up to you where you take it. And don't worry about what everybody else is doing." - Misty Flanagan

Connect with Misty:

https://www.linkedin.com/in/misty-hassenstab-75b61413/

https://www.hermindsetmattersrei.com/REI-masterclass

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can passive investments and self-directed IRAs revolutionize your journey towards financial freedom?

Angel Williams and Tim Little dive deep into the world of passive investing and the power of self-directed IRAs in this enlightening episode. They explore the nuances of financial freedom, the misconceptions about income replacement, and the strategic use of retirement accounts in real estate investments. From leveraging orphan 401k accounts to understanding the importance of team dynamics and leadership, this episode is a treasure trove of insights for both seasoned investors and novices alike.

Tim Little is the founder and CEO of ZANA Investments, a Tampa-based real estate investment firm named after his two daughters, Zara and Lana. He's passionate about helping fellow military veterans escape the "landlord trap" and get competitive returns by providing opportunities to invest passively in apartment buildings.

Tim started investing in real estate with a duplex in 2014 and has grown to a portfolio of 693 co-owned units valued at over $90 million. Practicing what he preaches, he also passively invests. He has an MBA and has served several years as an active duty Army Officer, a Strategic Communications Consultant, and the Head of Multifamily Communications for the Dept. of Housing and Urban Development (HUD) before transitioning full-time to real estate.

Tim is also the host of the top-rated podcast, "Journey to Multifamily Millions" where he talks with experts in the field of investing in multifamily properties.

[00:00:00 - 00:06:00] The Basics of Passive Investing

Passive income has the potential to cover expenses and replace traditional income, paving the way to financial freedom.
Financial freedom is achievable when passive income streams sufficiently cover all personal expenses.
Self-directed IRAs offer a unique opportunity to invest in real estate, providing more control over retirement funds.
Controlling retirement funds through self-directed IRAs opens up investment possibilities beyond traditional retirement plans.

[00:06:00 - 00:09:00] Overcoming Investment Myths

The episode debunks common misconceptions about retirement accounts and their investment capacities.
A significant gap in investment education often leads to underutilization of retirement funds.

[00:09:00 - 00:12:00] Real Estate Strategies for Military Personnel

Military families have unique investment opportunities, especially in real estate, that can be maximized with proper guidance.
Seeking knowledgeable advice is crucial for military personnel to fully leverage their investment options, including VA loans.

[00:12:00 - 00:18:00] Team Dynamics and Leadership

Successful investing often involves complementing individual strengths and weaknesses within a team.
Building an effective team is essential for success in both business and personal investment endeavors.
importance of leveraging individual strengths to achieve collective success in investing.

Quotes:

"It's your right to control your own dollars once you leave an employer. Employers and plan operators won't tell you this because they benefit from keeping your money" Tim Little

Connect with Tim:

Website: https://www.zanainvestments.com/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Can the 1% rule in real estate investing still hold true when leveraging a VA loan for an owner-occupied property?

Angel Williams and Tim Little delve into the intricacies of real estate investment, focusing on the challenges and strategies involved in managing properties, leveraging loans, and understanding financial metrics. They share their personal experiences and insights into property management, discuss the complexities of self-managing versus hiring professionals, and explore the implications of different loan types on investment strategies.

Tim Little is the founder and CEO of ZANA Investments, a Tampa-based real estate investment firm named after his two daughters, Zara and Lana. He's passionate about helping fellow military veterans escape the "landlord trap" and get competitive returns by providing opportunities to invest passively in apartment buildings.

Tim started investing in real estate with a duplex in 2014 and has grown to a portfolio of 693 co-owned units valued at over $90 million. Practicing what he preaches, he also passively invests. He has an MBA and has served several years as an active duty Army Officer, a Strategic Communications Consultant, and the Head of Multifamily Communications for the Dept. of Housing and Urban Development (HUD) before transitioning full-time to real estate.

Tim is also the host of the top-rated podcast, "Journey to Multifamily Millions" where he talks with experts in the field of investing in multifamily properties.

[00:00:00 - 00:03:00] The 1% Rule and VA Loans

Angel questions the applicability of the 1% rule when using a VA loan for owner-occupied properties.
Tim highlights the importance of tailored strategies.
he need for bespoke investment strategies depending on financing.

[00:03:00 - 00:06:00] Property Management Realities

The challenges of self-managing properties include unexpected issues like bee infestations.
The importance of understanding the full scope of responsibilities and time commitments.
Weighing the pros and cons of self-management versus hiring property managers.

[00:06:00 - 00:09:00] Evolving Investment Strategies

Angel's journey from single-family homes to larger multi-unit investments.
The influence of personal experiences on shifting real estate investment focuses.
The balance between residential and commercial property investments.

[00:09:00 - 00:12:00] Financial Literacy and Family

Teaching financial literacy to children through practical real estate experiences.
The importance of instilling entrepreneurial skills in younger generations.
Personal anecdotes demonstrating the effectiveness of early financial education.

[00:12:00 - 00:24:00] Building Wealth in Real Estate

Real estate as a long-term wealth-building strategy rather than a quick profit scheme.
The role of syndication in real estate investment and wealth accumulation.
Insights into the financial structure and compensation of real estate syndications.

Quotes:

"You don't know when a water heater is going to go out. You don't know when a furnace, AC, or a hole in the roof might happen..."- Tim Little

Connect with Tim:

Website: https://www.zanainvestments.com/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can military personnel leverage real estate investing to build wealth through owning rentals?

On this episode, host Angel Williams interviews Tim Little, a real estate investor and founder of Zana Investments, about strategies for military members to utilize real estate to build wealth. They discuss house hacking, owning rentals across duty stations, property management challenges, making the switch to commercial multifamily investing, and more.

Tim Little is the founder and CEO of ZANA Investments, a Tampa-based real estate investment firm named after his two daughters, Zara and Lana. He's passionate about helping fellow military veterans escape the "landlord trap" and get competitive returns by providing opportunities to invest passively in apartment buildings.

Tim started investing in real estate with a duplex in 2014 and has grown to a portfolio of 693 co-owned units valued at over $90 million. Practicing what he preaches, he also passively invests. He has an MBA and has served several years as an active duty Army Officer, a Strategic Communications Consultant, and the Head of Multifamily Communications for the Dept. of Housing and Urban Development (HUD) before transitioning full-time to real estate.

Tim is also the host of the top-rated podcast, "Journey to Multifamily Millions" where he talks with experts in the field of investing in multifamily properties.

[00:00 - 00:03] Getting Started in Real Estate Investing

Tim began as an "accidental landlord" by renting out his primary residence when he moved. His first intentional investment was a duplex purchased for $85k in Richmond, VA that netted $100/door in monthly profit.

[00:03 - 00:06] The Power of House Hacking

Tim wishes he had the house hacked earlier by owner-occupying a small multifamily property and renting out the other unit(s). This is an excellent strategy for the military using VA loans.

[00:06 - 00:10] Military Markets & Bases

When evaluating military towns, consider factors like base stability, potential base restructuring, and diversity of local employers beyond the base to avoid market risk.

[00:10 - 00:15] Challenges of Long-Distance Landlording

Transitioning concentrated portfolios of small rentals across the country into commercial multifamily investments can benefit military landlords wanting to reduce management responsibilities.
Unlike many bases on cheap land, MacDill AFB occupies sought-after waterfront property in downtown Tampa.

Quote:

A lot of people don't think about that, like how big of a role [government contractors] play. And so if you lose that tenant base too, you know, then again, it's that knock-on effect of, it's one thing if the military move out, but if they move, then the government contractors are going to move." - Tim Little

Connect with Tim:

Website: https://www.zanainvestments.com/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can apartment owners and managers lift up their residents while still maintaining profitability?

In this episode, Jon Weiskopf and Angel Williams have an insightful discussion about creating mutually beneficial environments for apartment owners, managers, and residents. They explore creative ways to care for residents while still running a successful business.

(00:00 - 03:00) Basic Human Needs in Housing

Many basic repairs are inexpensive but make a big quality of life difference for residents. A little care and understanding goes a long way.
There is often reciprocity between how owners treat residents and how residents treat properties.
Profitability and resident well-being are not at odds. In fact, caring for residents first often leads to better financial outcomes.

Chapter 2: Perceptions Around Low-Income Housing (03:00 - 12:00)

There are often unfair stereotypes and misconceptions around low-income housing residents.
Section 8 and assisted housing residents are often model tenants when given a chance.
Open-mindedness and compassion for all people, regardless of income level, is key.

(12:00 - 15:00) Creativity and Innovation in Multifamily

Small resident perks like solar power can improve quality of life.
Expenses like utilities can become income streams with some clever thinking.
There are always innovations and ideas to explore in apartment ownership.

Quote:

"We want to lift property, we want to lift residents up, so that they are policing themselves. Because once they do that the community starts to expect something better of their community." - Jon Weiskopf

Connect with Jon:

Website: https://www.blueeyedcapital.com/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can we shift our mindset from return on investment to impact regarding charitable giving and investments?

In this episode, Angel Williams and Jon Weiskopf have an insightful discussion around charitable giving, investing, and how to shift focus from return on investment to the impact it can create. They explore innovative ideas like charitable contribution vouchers, using profits to drive further impact and the compounding ripple effects when people are empowered.

Jon is CEO and Founder of Blue Eyed Capital, an impact investment firm focused on leaving the world better than they found it. A professional mechanical engineer with 18+ yrs in commercial real estate and development, Jon is an expert in energy performance and sustainable buildings. He was head of engineering for Apple Inc.’s retail real estate and development group for 9 yrs and was responsible for designing, constructing and operating over 300 high-performance spaces in 20 countries throughout his career. Blue Eyed Capital has 228 units under management valued at over $15 million.

(00:00:00 - 00:02:00) Using Solar Panels to Increase Resiliency and Profits

Solar panels mitigate rising utility costs and increase property value
Taking small steps leads to a compounding positive effect
Start doing something rather than nothing

(00:02:00 - 00:05:00) The Value of Providing Consistency for Tenants:

Tenants will pay a premium for consistency month-to-month
All bills paid properties are becoming more expensive to operate
People like to budget around a set number each month

(00:05:00 - 00:08:00) Supplementing Power Usage With Alternative Energy

Water turbines in main lines can offset some energy usage
Small supplemental sources add up over time
Begin with small changes before aiming for lofty goals

(00:08:00 - 00:12:00) Rethinking Government Assistance and Charitable Giving

Money given to food banks goes 4x further than donated cans
Government programs tend to be inefficient in targeting needs
People could get "charitable contribution vouchers" to direct where they want funds to go

(00:12:00 - 00:14:00) Focusing on Impact Rather than Return on Investment

Invest in partners that match your values
The ripple effects of empowering people can't be quantified
Think about "turning on impact" rather than chasing ROI

Quotes:

"Anywhere that you can start you are making a small difference because right now there's a lot of people that say well, I can't do that. So I'm just not going to do anything." - Jon Weiskopf

"I'm in this business to create, to make profits because without profits, I cannot keep impacting." - Jon Weiskopf

Connect with Jon:

Website: https://www.blueeyedcapital.com/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

What does it take to transition from a W2 job to entrepreneurship while setting yourself up for success?

Angel interviews Jon, an engineer turned real estate entrepreneur about his journey from W2 to pursuing his own dreams. They discuss the practical steps Jon took to make the career shift smoothly as well as the importance of maintenance, healthy housing, and making a positive social impact.

Jon is CEO and Founder of Blue Eyed Capital, an impact investment firm focused on leaving the world better than they found it. A professional mechanical engineer with 18+ yrs in commercial real estate and development, Jon is an expert in the field of energy performance and sustainable buildings. He was head of engineering for Apple Inc.’s retail real estate and development group for 9 yrs and responsible for the design, construction and operation of over

300 high performance spaces in 20 countries throughout his career. Blue Eyed Capital has 228 units under management valued at over $15 million.

Jon lives in northern Wisconsin with his wife Danielle and son Wyatt. An avid Formula1 fan and dedicated to finding a cure for Type 1 Diabetes.

(00:01:00 - 00:03:00) Getting Started in Real Estate

Jon had skills from 20 years in commercial real estate and engineering that he realized could be put to better use
After discovering real estate investing, he knew he had to dedicate himself fully and have a plan
He set aside funds in advance to pave the way for his exit

(00:03:00 - 00:07:00) Making the Leap

Don't underestimate the time it takes from start to building stable income
Enjoy the shift from stress to challenge and opportunity
Appreciate the flexibility to spend more time with family

(00:07:00 - 00:10:00) Building Backups and Residual Income

Jon uses private money loans at 15% interest to generate consistent income
He has some LP investments coming online soon to add more stable cashflow

(00:10:00 - 00:15:00) Preparing for the Unexpected

Budget thoroughly for inevitable maintenance issues
Be ready to cover displacement costs if issues arise
Focus on resilience in underwriting to protect all stakeholders

(00:15:00 - 00:19:00) People First Property Management

Provide the best quality housing possible at each price point
Well-maintained properties promote resident health and ripple out
Poor housing can negatively impact people's outlook and interactions

Quotes:

"It's fun to have something come up. It's fun to say, oh wow...What are we going to do now?" -Jon Weiskopf

"There's too much of the money first or avoidance. Look in the mirror - how would you feel in that situation?" -Jon Weiskopf

Connect with Jon:

Website: https://www.blueeyedcapital.com/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can strategic planning and thorough due diligence help real estate investors avoid costly mistakes when acquiring multifamily properties?

In this info-packed episode, expert real estate investor Veena Jetti shares invaluable insights on multifamily property acquisitions. Veena outlines key strategies for conducting comprehensive due diligence, structuring PSAs to protect buyers' interests, and setting up new acquisitions for success. From the importance of interviewing on-site staff early on to including specific clauses in purchase contracts, Veena provides tactical advice for smoothly navigating the acquisition process.

Veena Jetti is the Founding Partner of Vive Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors. She has over a decade of real estate experience including overseeing the management of $1B+ in real estate assets. Her expertise includes driving corporate growth strategy, asset management, and business development derived from working for multiple Fortune 500 companies. Veena is also a Forbes Councils Member

Her background includes acquisition, syndication, and growth strategy for multifamily assets. She is often a panelist and speaker at various global conferences and radio shows. Veena is also a founder and past board member of a national non-profit organization. In 2017, she spent a lot of her time and focus on aiding the victims of Hurricane Harvey through coordinating emergency dispatch and rescue calls.

(00:00 - 2:21) Conducting Due Diligence

Interview on-site staff early in the process to understand day-to-day operations
Complete an in-depth lease audit to inform revenue optimization strategies
Request immediate access to leases to accelerate underwriting

(2:22 - 5:33) Structuring PSAs for Risk Mitigation

Restrict seller's ability to replace staff without buyer approval
Control concessions and rental rates during closing period
Build in buyer review period for new leases signed before closing

(5:34 - 9:00) Setting Up New Assets for Success

Arrive quickly to take over day-to-day management and stabilize occupancy
Implement data-driven lease optimization models to maximize NOI
Establish win-win partnerships with brokers, lenders and vendors as deal sources

Quote:

"Your attorney should be able to word it correctly so that it protects you adequately." - Veena on structuring PSAs

Connect with Veena:

https://www.linkedin.com/in/veenajetti/

https://vivefunds.com/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can real estate investors mitigate risk and support their tenants during times of crisis?

In this episode, Veena Jetti shares insights on PSA negotiations, disaster preparedness, and community building during COVID-19. Learn key strategies to future-proof your assets while supporting those most impacted.

Veena Jetti is the Founding Partner of Vive Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors. She has over a decade of real estate experience including overseeing the management of $1B+ in real estate assets. Her expertise includes driving corporate growth strategy, asset management, and business development derived from working for multiple Fortune 500 companies. Veena is also a Forbes Councils Member

Her background includes acquisition, syndication, and growth strategy for multifamily assets. She is often a panelist and speaker at various global conferences and radio shows. Veena is also a founder and past board member of a national non-profit organization. In 2017, she spent a lot of her time and focus on aiding the victims of Hurricane Harvey through coordinating emergency dispatch and rescue calls.

[00:01:00 - 00:04:00] Negotiating PSAs in Uncertain Times

Include force majeure clauses that account for external financing issues
Add provisions to extend closing dates in cases of natural disasters
Pursue lower-cost legal counsel to reduce expenses if a deal falls through

[00:04:00 - 00:08:00] Implementing Disaster Recovery Plans

Custom disaster recovery plans can prepare for over 40 different scenarios
Proprietary software centralizes response protocols and assigns action items
Disaster plans provide confidence to investors, banks, buyers and sellers

[00:08:00 - 00:12:00] Supporting Tenants in Crisis

Share resources to help the industry recover together
Boost community with virtual events and challenges
Offer incentives and assistance programs to ease financial hardships

[00:12:00 - 00:19:00] The Long View on COVID-19

Taking isolation measures now mitigates longer-term economic impacts
Accept that some economic damage is inevitable
Focus on community building and mental health

Quotes:

"A rising tide lifts all boats." - Veena Jetti

"The faster we cut off the pandemic from being able to continue spreading, I think the faster we can go back to work." - Veena Jetti

Connect with Veena:

https://www.linkedin.com/in/veenajetti/

https://vivefunds.com/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How are commercial real estate investors adapting their acquisition strategies during the COVID-19 crisis?

In this episode, Veena Jetti discusses how the COVID-19 pandemic is impacting commercial real estate acquisition deals. She provides insight into changes being made to typical PSAs, strategies for pricing assets and securing favorable financing terms in the current climate of uncertainty, and how experienced investors can structure deals to withstand market volatility.

Veena Jetti is the Founding Partner of Vive Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors. She has over a decade of real estate experience including overseeing the management of $1B+ in real estate assets. Her expertise includes driving corporate growth strategy, asset management, and business development derived from working for multiple Fortune 500 companies. Veena is also a Forbes Councils Member

[00:00:00 - 00:03:00]: The Challenges of Due Diligence During COVID-19

Cannot safely access units to conduct full due diligence
Recommend negotiating extended or flexible due diligence periods in PSAs
Consider adding post-close holdbacks to cover unforeseen issues

[00:03:00 - 00:05:00]: The Role of Non-Refundable Earnest Money Deposits

Shows seller you are a serious, competitive buyer
Likely to still be required for high value deals
Helps set strong buyers apart

00:05:00 - 00:07:00]: Pricing Stabilized Assets Heading Into Distress

Too much uncertainty to accurately predict market direction
Focus on principal protection over high returns
Stress test for higher vacancy and no rent growth

[00:07:00 - 00:10:00]: The Pitfalls of Short-Term Bridge Loans

Popular recently to maximize leverage
Risky if unable to refinance in downturn
Best for unstabilized assets or when long-term debt unfeasible

[00:10:00 - 00:16:00]: Securing Long-Term, Flexible Financing

Focus on 10-year commercial loans, not private debt
Withstand holding property through downturns
Bridge loans still useful in some cases

Quotes:

"We never throw good money after bad money." - Veena Jetti:

We basically will never go for the home run. We're always going for like that solid double." - Veena Jetti: "

Connect with Veena:

https://www.linkedin.com/in/veenajetti/

https://vivefunds.com/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can real estate investors navigate the current market conditions and set themselves up for success?

Angel Williams and Shawn Griffith, two experienced real estate investors, have an insightful conversation about operating in the current market environment. They discuss the importance of specialization, diving deep into a niche, learning operational skills, and diversifying across sponsors and asset classes.

Shawn Griffith is an experienced syndicator across multiple asset classes. While predominately focused on multifamily, he also covers oil & gas, self-storage and ground up development. His upcoming book merges his love of travel and real estate and helps investors to design their portfolio to support their travel habit.

(00:00 - 06:30) Getting Started in Real Estate Investing

Pick one niche and become an expert in it before expanding
Residential real estate provides good returns but can be slow to scale
Having a good sense of your own risk tolerance and capabilities is crucial

(06:30 - 13:00) Navigating Different Types of Debt

Understand your loan covenants and whether you are in compliance
Not all bridge loans carry the same risk; know whether yours is a fixed or floating rate
Even with rising rates, there are financing options to stabilize assets

(13:00 - 19:00) Evaluating Secondary and Tertiary Markets

Brokers may oversell the strength of a tertiary market
Proximity matters, even in smaller markets
Competition is fierce, even in tertiary markets

Quotes:

"Pick one thing and learn it really, really well. We started in residential, we’ve been in residential for 20 years." - Angel Williams

"What you’re going to see come out of this is the people that know how to operate or that learn how to operate are going to be the ones that excel." - Shawn Griffith

Connect with Shawn:

Website: https://twtmultifamily.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can investors balance risk and reward when considering alternate assets like oil and gas?

This episode explores investing in oil and gas as an alternate asset class that can provide strong cash flow potential. We journey through the risks and rewards, getting insight into deal structures, due diligence considerations, and risk mitigation strategies.

Shawn Griffith is an experienced syndicator across multiple asset classes. While predominately focused on multifamily, he also covers oil & gas, self-storage, and ground-up development. His upcoming book merges his love of travel and real estate and helps investors to design their portfolios to support their travel habit.

[00:00:00 - 00:02:00] Assessing Cashflow Potential and Market Cycles

Oil and gas offers some of the best cash flow compared to other asset classes
Pricing fluctuations impact operations and viability
Companies employ inventory storage and timing strategies

[00:02:00 - 00:05:00] Deal Structures and Risk Mitigation

Syndications, joint ventures, and funds each have different risk profiles
The fund model spreads risk and offers downside protection
Teams should have specialized expertise to understand all facets

[00:05:00- 00:10:00] The Art and Science of Exploration

Past performance helps derisk but doesn't guarantee future results
Precision exploration is complex with many variables
Dry wells represent a significant financial loss

00:10:00 - 00:15:00 Aligning Goals and Risk Tolerance

Investing thesis frames risk appetite and return requirements
Market cycles impact operational decisions and viability
Even experienced teams face stress in dealing with uncertainties

Quotes

"Just like any other investment, there's a lot of different moving parts. You don’t need to be an expert in all of them, but you do need to be aware of them." - Shawn Griffith

Connect with Shawn:

Website: https://twtmultifamily.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

What struggles do real estate investors face when scaling their portfolios, and how can they overcome them?

Angel Williams and Shawn Griffith, two experienced real estate investors, dive into the intricacies of building a property portfolio. They discuss their personal journeys, from early passive investments to syndicating multifamily properties. Shawn explains his strategy of focusing on value-add multifamily for long-term appreciation while branching into oil/gas and development for more cash flow. Other topics include being adaptive in an ever-changing market, helping other investors without burning out, and managing risk across a diverse portfolio.

Shawn Griffith is an experienced syndicator across multiple asset classes. While predominately focused on multifamily, he also covers oil & gas, self-storage, and ground-up development. His upcoming book merges his love of travel and real estate and helps investors to design their portfolios to support their travel habits.

[00:00:00 - 00:08:00] Getting Started in Real Estate Investing

Don't get discouraged by investors who scale quickly - they likely have experience or capital behind them already.
You can accelerate deals by putting in more time, money, or both. Finding the right coach/program speeds up the learning curve.
Be patient, as it can take 6, 12, or even 24 months to land your first deal. Focus on building knowledge and connections.

[00:08:00 - 00:15:00] Navigating Constant Market Shifts

Fluidity and the ability to pivot are crucial right now with interest rates and other factors changing.
Retrading is more common and accepted compared to even 2 years ago.
Success comes from constantly educating yourself and knowing the right people to call for help.

[00:15:00 - 00:21:00] Teaching Others Without Burnout

Be cautious of developing a "give them a fish" mentality - it's not sustainable long-term.
Strive to teach investing principles that allow others to replicate deals on their own.
Saying no when overloaded prevents coaching from feeling like another job.

[00:21:00 - 00:24:00] Shawn's Investing Strategy and Portfolio Diversification

Figure out your thesis - cash flow, appreciation, etc - and risk tolerance to inform decisions.
Added oil/gas for increased cash flow and tax benefits of IDC write-offs.
His portfolio remains focused on multifamily for long-term wealth building through appreciation.

Quote:

"If you're asking, how do I fix this? That's the wrong question. The right question is, who do I know that can help me?" - Shawn Griffith

Connect with Shawn:

Website: https://twtmultifamily.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can self-storage be a profitable investment during economic uncertainty?

This episode dives into the world of self-storage syndication with Tom Dunkel, Chief Investment Officer at Belrose Storage Group. Tom shares his experience acquiring and operating self-storage facilities across the country.

With a background in corporate finance and nearly 30 years of real estate and investment experience, Tom Dunkel brings extensive knowledge and expertise to Belrose Storage Group.

Growing the company from start-up to a world-class organization, Tom has specialized in discounted asset opportunities nationwide since 2006. His financial savvy, open communicative manner and integrity have helped alternative investors achieve their wealth-building goals.

Tom is the Chief Investment Officer (CIO) of Belrose Storage Group - a seasoned team of real estate investment professionals that specializes in acquiring underperforming self-storage facilities in the Northeast, South, and Midwest U.S. and turning around their performance to achieve high-teens, tax-advantaged returns to its high-net-worth investor partners in a condensed time frame of 2-3 years.

[00:00 - 00:02:00] The Tax Advantages of Rolling Investment Gains

Avoiding capital gains taxes through rolling gains into the next investment
The challenges of 1031 exchanges
How self-storage syndication enables tax-advantaged investing

[00:02:00 - 00:05:00] Pushing Rents While Maintaining Occupancy

Analyzing market data to find the rental rate sweet spot
Leveraging competitive advantages over big REITs
Keeping close tabs on key performance metrics

[00:05:00 - 00:08:00] Understanding Customer Psychology Around Rate Hikes

Small incremental hikes seem palatable to consumers
Moving logistics deter customers from leaving
Long-term customers become anchored to their storage units

[00:08:00 - 00:12:00] Adapting the Business Model for Changing Times

Shifting focus toward business customers versus consumers
Contractor storage as a resilient source of demand
Partnering with multifamily developers to offer storage

[00:12:00 - 00:16:00] Solving Contractors' Evolving Storage Needs

Contractors outgrowing home garages need alternatives
Big companies squeezing small contractors out of flex spaces
Self-storage offering right-sized spaces

Quotes:

"We're paying the taxes and rolling into the next one. If you do the math, I mean, over a period of time, if you do the math, it actually, you know, works out better than 1031 exchanging." - Tom Dunkel

Connect with Tom:

ww.belrosestoragegroup.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

What does it take to build true wealth in real estate investing during inflationary times?

Angel Williams and Kenneth Gee have an insightful conversation about navigating real estate investing to build true wealth, even during periods of high inflation. They discuss the importance of putting investors first, being transparent, having experience, and building a track record.

Kenneth 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 transactions, 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.

(00:03:22 - 00:05:58) Active vs Passive Investing

Do an honest assessment of your skills, time, and risk tolerance when deciding between active or passive investing
Passive investing can provide excellent returns if you vet the sponsor thoroughly
Be very cautious about quitting your job to pursue active real estate investing full-time

(00:05:58 - 00:08:18) Writing a Book Out of Necessity

Create content when you see people struggling or failing unnecessarily
Educate potential passive investors on how to properly vet sponsors
Bring trust and structure to an industry still in its infancy

(00:08:18 - 00:10:41) Putting Investors First

True investor-first sponsors don't take fees if the property isn't cash-flowing
Raise all capital before taking acquisition fees, not just enough to close
Opportunity cost matters - evaluate real returns after inflation

(00:20:32 - 00:22:04) The Challenges of Properly Pricing Expertise

There is an art to properly pricing consultancy and education services
Remain humble and don't compromise your reputation or integrity
Trusted experience builds exponential growth over time

(00:14:39 - 00:19:00) Wealth Creation vs Wealth Preservation

This inflationary period requires a shift in mindset from wealth creation to wealth preservation
Not all investments cash flow - some maintain wealth during downturns
With higher acquisition fees and lower returns, fewer deals make sense now

Quotes:

"If the property isn’t healthy and the property isn’t running positive, if we’re not doing distributions, we don’t deserve an asset management fee." - Angel Williams

"Let them do what they do. You do what you think and believe is right." - Kenneth Gee

Connect with Kenneth:

Website: https://www.kripartners.com/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can real estate investors avoid common mistakes and find true success in multifamily syndications?

Angel Williams sits down with fellow real estate investor Kenneth Gee to discuss their journeys into multifamily syndication and passive investing. They share how they each found real estate as a way to gain more freedom and spend time with family, while still earning strong returns. The conversation then dives into the importance of education, choosing the right partners, and truly understanding the business of real estate. Kenneth emphasizes that with the right knowledge, systems and expertise, real estate investors can achieve financial success without unnecessary risk.

Kenneth 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. 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.

[00:01:00 - 00:04:00] Getting Started in Real Estate Investing

Angel and Kenneth share their origin stories of getting started in real estate investing.
They were both seeking more freedom and flexibility to spend time with family.
Real estate provided the ability to build wealth while setting their own schedules.

[00:04:00 - 00:08:00] The Problem with Coaching Programs

Many new coaching programs promise passive income but don't deliver.
The coaches often lack real multifamily investing experience.
This sets investors up for failure when they try to raise money.

[00:08:00 - 00:12:00] The Keys to Multifamily Success

Education should teach you "what, how and why" to properly run the business.
Having an experienced mentor by your side is invaluable.
Underwriting is critical and needs to be a living, breathing document.

[00:12:00 - 00:16:00] The Importance of Choosing the Right Partners

Kenneth structures programs to ensure students' success in real estate.
He shares his systems, spreadsheets and hard-won knowledge.
You must know how to choose the right people - management, maintenance, etc.

[00:16:00 - 00:18:00] Mistakes to Avoid as a New Investor

Many want GP participation but LP responsibility. Realize it's an active business.
Multifamily is far more complex than residential - it's not just adding zeros.
Take time to learn the fundamentals before raising money.

Quotes:

"We've been at it since 1997. So I went through a way to, and I, I mean, we've gone through a lot, you know?" - Kenneth Gee

"I'm going to tell you what to do, but way more important. I'm going to tell you exactly how to do it. I'm gonna tell you why you got to do it." - Kenneth Gee

Connect with Kenneth:

Website: https://www.kripartners.com/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can self-storage be a profitable investment during economic uncertainty?

This episode dives into the world of self-storage syndication with Tom Dunkel, Chief Investment Officer at Belrose Storage Group. Tom shares his experience acquiring and operating self-storage facilities across the country.

With a background in corporate finance and nearly 30 years of real estate and investment experience, Tom Dunkel brings extensive knowledge and expertise to Belrose Storage Group.

Growing the company from start-up to a world-class organization, Tom has specialized in discounted asset opportunities nationwide since 2006. His financial savvy, open communicative manner and integrity have helped alternative investors achieve their wealth-building goals.

Tom is the Chief Investment Officer (CIO) of Belrose Storage Group - a seasoned team of real estate investment professionals that specializes in acquiring underperforming self-storage facilities in the Northeast, South, and Midwest U.S. and turning around their performance to achieve high-teens, tax-advantaged returns to its high-net-worth investor partners in a condensed time frame of 2-3 years.

[00:00 - 00:02:00] The Tax Advantages of Rolling Investment Gains

Avoiding capital gains taxes through rolling gains into the next investment
The challenges of 1031 exchanges
How self-storage syndication enables tax-advantaged investing

[00:02:00 - 00:05:00] Pushing Rents While Maintaining Occupancy

Analyzing market data to find the rental rate sweet spot
Leveraging competitive advantages over big REITs
Keeping close tabs on key performance metrics

[00:05:00 - 00:08:00] Understanding Customer Psychology Around Rate Hikes

Small incremental hikes seem palatable to consumers
Moving logistics deter customers from leaving
Long-term customers become anchored to their storage units

[00:08:00 - 00:12:00] Adapting the Business Model for Changing Times

Shifting focus toward business customers versus consumers
Contractor storage as a resilient source of demand
Partnering with multifamily developers to offer storage

[00:12:00 - 00:16:00] Solving Contractors' Evolving Storage Needs

Contractors outgrowing home garages need alternatives
Big companies squeezing small contractors out of flex spaces
Self-storage offering right-sized spaces

Quotes:

"We're paying the taxes and rolling into the next one. If you do the math, I mean, over a period of time, if you do the math, it actually, you know, works out better than 1031 exchanging." - Tom Dunkel

Connect with Tom:

ww.belrosestoragegroup.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

What strategies can investors use to profitably acquire and operate self-storage facilities?

Angel Williams interviews self-storage investor Tom Dunkel about acquiring, operating, and financing self-storage facilities as an investment strategy. They discuss dealing with sellers attached to their properties, on-site management, customer retention, financing options, and more.

With a background in corporate finance and nearly 30 years of real estate and investment experience, Tom Dunkel brings extensive knowledge and expertise to Belrose Storage Group.

Growing the company from a start-up to a world-class organization, Tom has specialized in discounted asset opportunities nationwide since 2006. His financial savvy, open communicative manner and integrity have helped alternative investors achieve their wealth-building goals.

Tom is the Chief Investment Officer (CIO) of Belrose Storage Group - a seasoned team of real estate investment professionals that specializes in acquiring underperforming self-storage facilities in the Northeast, South, and Midwest U.S. and turning around their performance to achieve high-teens, tax-advantaged returns to its high-net-worth investor partners in a condensed time frame of 2-3 years.

[00:01:00] - [00:04:29] Overcoming Sellers' Emotional Attachment

Sellers can get attached to storage facilities they've built up over the years
Building rapport and finding common ground with sellers is key
Offering seller financing can help avoid capital gains taxes for sellers

[00:04:29] - [00:08:31] Managing Facilities Remotely

Many facilities use a hybrid model with some on-site and remote management
Technology like QR codes and mobile apps enable remote rentals and access
Onsite visits still needed periodically for maintenance issues

[00:08:31]- [00:11:47] Maximizing Customer Retention

Big companies expect churn, smaller ones try to retain customers longer
Gradual rent increases help keep customers vs sharp hikes
Longer retention, around 18 months, generates more stable cashflow

[00:11:47]- [00:16:24] Dealing with Delinquent Customers

Storage uses lien laws, not landlord-tenant rules
Auctions help liquidate contents and get units re-rented quickly
New buyers must clear out units, allowing rapid re-rental

[00:16:24] Financing Facilities as a Business

Banks are more receptive to financing storage compared to years past
SBA loans are viable since storage is an operating business
Rates and terms are still decent despite recent increases

"Building rapport with sellers and finding common ground is key when they're attached to a property." - Tom Dunkel

"Our goal is to gradually raise rates to keep customers longer - maximizing revenue and returns for our investors over time." - Tom Dunkel

Connect with Tom:

ww.belrosestoragegroup.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

What clever ways can investors repurpose old buildings into profitable self-storage facilities?

Angel Williams interviews self-storage expert Tom Dunkel about acquiring and converting old buildings into lucrative self-storage facilities. They discuss ways investors can add value to existing properties as well as capitalize on excess parking and land.

With a background in corporate finance and nearly 30 years of real estate and investment experience, Tom Dunkel brings extensive knowledge and expertise to Belrose Storage Group.

Growing the company from a start-up to a world-class organization, Tom has specialized in discounted asset opportunities nationwide since 2006. His financial savvy, open communicative manner and integrity have helped alternative investors achieve their wealth-building goals.

Tom is the Chief Investment Officer (CIO) of Belrose Storage Group - a seasoned team of real estate investment professionals that specializes in acquiring underperforming self-storage facilities in the Northeast, South, and Midwest U.S. and turning around their performance to achieve high-teens, tax-advantaged returns to its high-net-worth investor partners in a condensed time frame of 2-3 years.

(00:02:00 - 00:05:15) Understanding the Self-Storage Industry

50%+ of self-storage facilities are owned by "mom and pop" operators who focus on keeping units full vs maximizing rents. This creates an opportunity for professional operators.
Acquiring underperforming facilities and leveraging technology to improve operations is a key value-added strategy.
Having excess land to expand storage is another way to boost NOI and valuation.

(00:05:15 - 00:10:00) Construction and Design Considerations

There are options for climate-controlled spaces ranging from retrofits to specialized single-story, drive-up units.
Higher ceilings and large bay doors cater to contractor storage needs.
Repurposing old retail boxes, shopping centers, and parking garages can optimize unused space.

(00:10:00 - 00:21:00) Parking and Security Enhancements

Ample parking can enable events/activities to draw traffic. One operator held a carnival in a former car dealership lot!
Improved lighting, cameras, and gate access controls boost safety and appeal to female tenants.
Executive RV and boat storage is a growing opportunity.

Quotes:

"The higher your net operating income at a facility, the higher the valuation is going to be." - Tom Dunkel

"There's a lot of creativity going on in the self-storage world these days." - Tom Dunkel

Connect with Tom:

ww.belrosestoragegroup.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can real estate investors diversify into different niches while still leveraging their core skills?

Tari Thomas joins Angel Williams to discuss her 15 years of experience in real estate investing. She started out house hacking and flipping, but has since branched into master leasing homes for shared housing. Tari shares how she evaluates potential neighborhoods and tenants, as well as how she structures deals to minimize taxes. She also provides insight into passive investing and how it fits into an overall investing strategy.

Tari Thomas is the founder of There’s Room, LLC, a socially conscious start-up business. There’s Room mission is to solve the affordability gaps of city living one room at a time. Inspired by her sister’s own challenges with finding affordable housing, Tari started There’s Room, LLC in 2018.

A 16 year veteran of Intel Corporation, she has been recognized as a go-to leader for quickly synthesizing complex business problems that mobilize strategy to actionable results. During her tenure, Tari managed numerous new product development initiatives impacting over $250M in revenue.

She has an engineering degree from University of Michigan, and her MBA from Thunderbird School of Global Management. She is currently part of Valley Leadership Institute Class of 41, a youth leader of Faith Christian Center, and proud member of Delta Sigma Theta Sorority, Inc

[00:01:00 - 00:05:00] Getting Started in Real Estate Investing

Tari began investing by house hacking and flipping homes. She focused on longer-term flips to get better tax treatment.
Tari downsized her primary residence and moved into one of her rentals for 2 years to avoid capital gains when selling.
She used profits to purchase a 4-plex and plans to 1031 exchange or pay some capital gains when selling.

[00:05:00 - 00:10:00] Master Leasing Homes for Shared Housing

Tari Master leases homes in Phoenix metro suburbs based on employment centers and demand.
She vets tenants carefully with background checks and income requirements.
Tari tests different zip codes to find ideal locations before expanding.

[00:10:00 - 00:15:00] Adding Passive Investments

Tari only recently began passive investing in syndications.
She wanted to experience being a limited partner before raising her own funds.
Tari invests in multifamily and other alternative assets like self-storage and farmland.
She likes the hands-off approach while still earning strong returns.

[00:15:00 - 00:19:00] Tax Mitigation Strategies

Tari expenses rehabs, takes longer flips, and utilizes 1031 exchanges.
She timed the sale of an investment property after living in it for 2 years.
Tari discusses the pros and cons of 1031 exchanges versus paying some capital gains.
She mentions creative strategies like seller financing and planning sales around loss years.

Quote:

"I place my money where it's going to make money for me." - Tari Thomas

Connect with Tari

Website: https://www.theresroom.com/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can shared housing address affordable living needs?

Affordable housing remains a pressing issue across the US. In this episode, Tari Thomas offers an insightful look at an innovative solution – shared housing.

Tari Thomas is the founder of There’s Room, LLC, a socially conscious start-up business. There’s Room's mission is to solve the affordability gaps of city living one room at a time. Inspired by her sister’s own challenges with finding affordable housing, Tari started There’s Room, LLC in 2018. A 16-year veteran of Intel Corporation, she has been recognized as a go-to leader for quickly synthesizing complex business problems that mobilize strategy to actionable results. During her tenure, Tari managed numerous new product development initiatives impacting over $250M in revenue.

She has an engineering degree from the University of Michigan, and her MBA from Thunderbird School of Global Management. She is currently part of Valley Leadership Institute Class of 41, a youth leader of Faith Christian Center, and a proud member of Delta Sigma Theta Sorority, Inc.

[00:01:00] - [00:04:40] What is modern shared housing?

New shared housing communities differ from outdated “trailer park” stereotypes
Offer private bedrooms with locks plus shared common areas in nice neighborhoods
Residents represent diverse demographics seeking affordable rents

[00:04:40] - [00:08:15] Who benefits from shared housing?

Serves people across ages and incomes - students, seniors, middle-income workers
Rapidly rising rents in cities like Phoenix, provide savings while enjoying privacy and community
Screening ensures responsible tenants

[00:08:15] - [00:12: 45] How does the shared housing model work?

Company masters lease entire homes, and rent individual private bedrooms on 3-month leases
Residents agree to house rules and share cleaning responsibilities
Provides income for homeowners while offering affordable rents in desirable areas

[00:12:45] - [00:015:45] Shared housing trends

The concept is growing, with interest from seniors, veterans, young adults aging out of foster care
Purpose-built shared apartment buildings now exist too
The model provides community and suits groups wanting cooperative living

[00:15:45] - [00:18:25] The impact of COVID and rising rents

Pandemic and skyrocketing rents amplified the need for creative affordable options like shared housing
Allows residents to save significantly on housing costs

Quotes:

"These are nice mobile home communities with like driveways, streets, actual yards. It's not that old ideal." - Tari Thomas

"I've even seen an apartment complex that was developed specifically with a co-living, shared living set." - Tari Thomas

Connect with Tari

Website: https://www.theresroom.com/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can we tap into underutilized resources to help solve the affordable housing crisis?

Angel Williams interviews real estate investor and entrepreneur Tari Thomas about her journey into real estate investing and creating shared housing solutions. They discuss Tari's early entrepreneurial spirit, how she got started in real estate, and her motivation behind creating her shared housing company TheresRoom.

Tari Thomas is the founder of There’s Room, LLC, a socially conscious start-up business. There’s Room's mission is to solve the affordability gaps of city living one room at a time. Inspired by her sister’s own challenges with finding affordable housing, Tari started There’s Room, LLC in 2018.

A 16-year veteran of Intel Corporation, she has been recognized as a go-to leader for quickly synthesizing complex business problems that mobilize strategy to actionable results. During her tenure, Tari managed numerous new product development initiatives impacting over $250M in revenue.

[00:01:00 - 00:07:00] Opening Segment

Tari was always enterprising, selling candy and throwing parties in high school to earn money for college. Her family supported her hustle.
She studied engineering in college but wasn't sure what path she'd take. She just assumed she'd get a regular job.
Moving to Arizona, Tari saw how affordable real estate was compared to renting. She bought her first home with 3% down at age 24.

[00:07:00 - 00:12:00] Hooked on House Hacking

Seeing how quickly her home appreciated in value, Tari caught the real estate bug.
She house hacked, living in a property for 2 years before renting it out and repeating the strategy. Tari read books and consumed info, determined to get rich in real estate.
The buy-and-hold strategy enabled her to build up equity and scale. But Tari always wanted to try new strategies and do it bigger and faster.

[00:12:00 - 00:17:00] Turning Empathy into Innovation

After her brother-in-law passed away suddenly, Tari's sister needed an affordable housing solution.
Tari saw the struggles of the working poor who make too much to qualify for aid but not enough to afford a market rental.
Researching multifamily, Tari had the idea to tap into existing rooms across the city to create shared housing options.

[00:17:00 - 00:20:00] Filling the Affordable Housing Gap

TheresRoom provides a master lease to homeowners and then subleases private rooms, making housing affordable.
Tari learned Arizona was the 3rd worst for affordable housing. She saw an opportunity to help.
Shared housing is one creative solution to the crisis. Tari aims to keep innovating in the space.

[00:20:00 - 00:21:00] Following Her Systematic Mind

Tari realized her engineering degree aligned with her system-oriented mindset.
She's motivated by solving problems and fitting pieces together. Tari excels at seeing connections.
Real estate became the perfect outlet for her analytical abilities mixed with her entrepreneurial drive.

Quotes:

"I'm an educated risk taker." - Tari Thomas

"Once I see something and it’s like, okay, how can I find out the rhythm and system of how this works? And then just milk it and just do it." - Tari Thomas

Connect with Tari

Website: https://www.theresroom.com/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

What unseen design choices create a truly meaningful space?

Go behind the scenes in interior design with Blima Ehrentreu, lead designer at a top firm, as she reveals her creative process for crafting inspiring spaces. Learn how she adeptly balances form and function, using cutting-edge technology alongside timeless principles to create environments that uplift and empower.

Blima Ehrentreu, the Founder and CEO of The Designers Group, is transforming the design industry with her creative expertise and commitment to empowering women, fostering inclusivity, and making a lasting impact on communities.

As a prominent industry leader, The Designers Group stands at the forefront of cutting-edge interior design, specializing in high-end interior spaces for commercial, residential, and healthcare portfolios. Blima's dedication to her work and community has earned her a reputation as an unyielding force within the industry. She believes that design holds the power to shape positive environments and uplift communities. Her philanthropic initiatives, including TDG Gives Back, TDG Furniture Exchange, and TDG Insider, demonstrate her deep-rooted belief in giving back and making a difference through design.

Ranked number 15 by Inc. Magazine among the fastest-growing private companies in the New York Metro Area in 2021, The Designers Group continues to expand its regional presence and project portfolio. The firm is certified as an MWBE (Minority and Women Business Enterprise) and employs a diverse team that brings inclusion and passion to every project.

(00:01 - 00:02:35) The Power of Diverse Perspectives

Having designers with specialty expertise allows for tapping into diverse skillsets and fresh ideas.
Remote work opportunities attract top talent and new viewpoints.
Understanding client needs requires reading between the lines of what's said.

(00:02:36 - 00:05:29) Visualizing the Future

Advanced 3D rendering and VR let clients experience spaces before built.
These technologies aid internal collaboration and external fundraising.
VR events allowed potential donors to connect with school expansion plans.

(00:05:30 - 00:08:25) Guiding Clients Towards Optimal Outcomes

Designers aim to interpret clients' true spatial needs.
If clients insist despite warnings, get acknowledgement in writing.
People often learn by experiencing the space over time.

(00:08:26 - 00:12:05) Navigating Design Trade-Offs

Acoustic panels were suggested but budget limited their use initially.
Senior living features require balancing advisable and functional.
Some forgo ideal mail room size, causing lobby overflow.

(00:12:06 - 00:22:35) The Inspiration of Travel

Cruise ship design maximizes durability and visual delight.
Experiencing how different cultures use space sparks new perspectives.
Revisiting historic sites reveals new learnings over time.

Quotes:

"We hear what they want to do with the space, we hear what our vision is, and then take that and build a design around it." - Blima Ehrentreu

"Sometimes experience is the best lesson." - Blima Ehrentreu

Connect with Blima:

https://www.instagram.com/thedesignersgroup/

https://www.thedesignersgroup.com/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can interior design help create inclusive spaces that enrich people's lives?

This episode explores the power of thoughtful design to uplift communities. Interior designer Blima Ehrentreu shares how she uses purposeful design to create more inclusive spaces.

Blima Ehrentreu, the Founder and CEO of The Designers Group, is transforming the design industry with her creative expertise and commitment to empowering women, fostering inclusivity, and making a lasting impact on communities.

As a prominent industry leader, The Designers Group stands at the forefront of cutting-edge interior design, specializing in high-end interior spaces for commercial, residential, and healthcare portfolios. Blima's dedication to her work and community has earned her a reputation as an unyielding force within the industry. She believes that design holds the power to shape positive environments and uplift communities. Her philanthropic initiatives, including TDG Gives Back, TDG Furniture Exchange, and TDG Insider, demonstrate her deep-rooted belief in giving back and making a difference through design.

Ranked number 15 by Inc. Magazine among the fastest-growing private companies in the New York Metro Area in 2021, The Designers Group continues to expand its regional presence and project portfolio. The firm is certified as an MWBE (Minority and Women Business Enterprise) and employs a diverse team that brings inclusion and passion to every project.

[00:01:00 - 00:06:00] From Schools to Senior Living

Muted, less stimulating colors can help prevent overstimulation
Contrasting floor colors may appear as different heights to some
Design choices should support the users and activities within a space

[00:06:00 - 00:10:00] From Schools to Senior Living:

Flooring like LVT balances durability, cost, and aesthetics
Engaging younger kids with bright, vibrant colors
Transitioning to muted colors for older students and dementia patients

[00:10:00 - 00:14:00] Furniture "Re-homing" Initiative

Started in NYC, now active in 9 cities with plans to expand further
Volunteers match furniture donors and recipients
Promotes sustainability and helps people live in spaces they love

[00:14:00 - 00:18:00] Empowering Future Designers

Gives students experience and mentoring from professional designers
Had an intern receive a Yale architecture scholarship after participating
Allows designers to give back and expand the industry's positive impact

[00:18:00 - 00:20:00] Closing Segment

Approach projects thoughtfully to enrich people's lives
Charity initiatives spread good and enable their purpose
Designers have immense power to create positive change

Quotes:

"When you’re in a good environment...when you’re in a space that really helps you be the best possible person that you can be, then your potential is unlimited." - Blima Ehrentreu

"If we as designers who see the impact of the environments around us don’t actually care about the environment, then how can we ask other people to?" - Blima Ehrentreu

Connect with Blima:

https://www.instagram.com/thedesignersgroup/

https://www.thedesignersgroup.com/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can interior design make medical and community spaces more inclusive and welcoming for all?

Angel Williams interviews interior designer Blima Ehrentreu about her experience designing inclusive spaces for medical offices, senior living, and special needs communities. They discuss how thoughtful design can transform spaces to better serve people's needs.

Blima Ehrentreu, the Founder and CEO of The Designers Group, is transforming the design industry with her creative expertise and commitment to empowering women, fostering inclusivity, and making a lasting impact on communities.

As a prominent industry leader, The Designers Group stands at the forefront of cutting-edge interior design, specializing in high-end interior spaces for commercial, residential, and healthcare portfolios. Blima's dedication to her work and community has earned her a reputation as an unyielding force within the industry. She believes that design holds the power to shape positive environments and uplift communities. Her philanthropic initiatives, including TDG Gives Back, TDG Furniture Exchange, and TDG Insider, demonstrate her deep-rooted belief in giving back and making a difference through design.

[00:02:00 - 00:05:00] Opening Segment

Blima designed an urgent care to feel luxurious like a spa by using higher-end materials and creating a calming environment. This improved patients' experiences.
She tested materials like velvet in waiting areas but realized people associated it with germs, so switched to more clinical materials.
Blima brought in spa elements like relaxation areas but kept medical needs like proper lighting foremost.

[00:05:00 - 00:08:00] Adapting Materials For Different Spaces

Materials need to suit the use and durability required - vinyl and tile in hospitals versus softer materials in offices.
Perception also matters - velvet felt too plush for an urgent care waiting room, even though it was cleanable.
Blima ensures healthcare materials are antimicrobial to prevent bacteria.

[00:08:00 - 00:16:00] Designing Accessible Spaces

Blima aims to make designs inclusive so anyone can use the spaces.
For a special needs center, she incorporated rounded corners and padded walls to prevent injuries.
She educates clients why accessible bathrooms are important, though they take more space.
Her friendship with someone in a wheelchair opened her eyes to obstacles like sidewalk curbs.
She focused on lobbies, staff rooms and restrooms for design flexibility but kept corridors and treatment rooms more clinical.
Storage solutions like slots to dispense gloves cleanly organized medical supplies.

[00:16:00 - 00:20:00] Designing for Special Needs

Blima is working on a special needs center with urgent care, dental, swimming pool etc.
She learned special needs isn't just children - they designed it to serve all ages.
Special considerations include rounded corners, padded walls, and grab bars to prevent injuries.
Blima aims to make spaces inclusive so anyone can use them, like her wheelchair friend experiencing obstacles.

Quotes:

"It was so incredible to see how the environment can completely transform the experience of the people using the space." - Blima Ehrentreu

"We don't want to design just for one type of person, or one, we want it to be inclusive, and we want everyone to be able to, be able to enjoy the spaces that we work on." - Blima Ehrentreu

Connect with Blima:

https://www.instagram.com/thedesignersgroup/

https://www.thedesignersgroup.com/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

What strategies can real estate investors use to navigate changing market conditions and optimize returns?

In this episode, host Angel Williams speaks with veteran real estate investor Arn Cenedella about adapting investment strategies based on evolving market conditions. They discuss when to raise rents, using long-term financing, and adjusting renovation plans to match renter demand.

With over 44 years of experience as a real estate broker and investor, Arn Cenedella recently founded Spark Investment Group in 2020 when he transitioned his extensive single-family rental portfolio into multifamily properties. Now managing partner, Cenedella has grown Spark's multifamily portfolio to over 1300 units as a limited partner and 533 units as a general partner, specializing in properties located in the emerging markets of North and South Carolina with a focus on Greenville, SC. Leveraging his deep knowledge and decade of experience in the #1 emerging multifamily market for 2022, Cenedella provides Spark investors the benefits of his unparalleled local market expertise as he assists them in creating passive income streams and achieving financial and time freedom through multifamily syndication.

[00:01:00 - 00:04:00] Opening Segment

As an individual owner, optimizing cash flow may not be the top priority. Keeping good tenants can be more valuable.
But as a syndicator, you have a responsibility to investors to maximize returns through rent increases.

[00:04:00 - 00:07:00] Considering Long-Term Financing Options

HUD loans allow for longer terms like 35-40 years, good for long-term holds.
Best to stabilize the asset first, then refinance into HUD once renovations are complete.

[00:07:00 - 00:10:00] Adjusting Renovation Plans Based on Renter Demand

Test different renovation levels on sample units to see what commands top rents.
Adapt plans if the market doesn't support ultra-luxury finishes. Aim for best ROI.

[00:10:00 - 00:13:00] Gauging Experience Needed for Agency Loans

Lenders want to see 2 years of experience using agency debt.
Can bring on a partner as a key principal to meet requirements for your first agency loan.

[00:13:00 - 00:25:00] Supporting Residents Through Market Shifts

Lower-income residents need time to adjust to rising rates and costs.
Consider their perspective and be compassionate during challenging times.

Quotes:

"As a general partner for an apartment building, you have a responsibility to your investors to increase rent." - Arn Cenedella

"Test different renovation levels on sample units to see what commands top rents." - Angel Williams

Connect with Arn:

Website: https://investwithspark.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

What are the benefits of accepting Section 8 housing voucher tenants for real estate investors seeking stable, long-term cashflow?

In this episode, Angel Williams and Arn Cenedella dive into the advantages and misconceptions around accepting Section 8 housing voucher tenants. They discuss how these programs provide guaranteed rent payments and tenants who want to maintain their housing services. The hosts also explore best practices for long-term real estate holds, including the importance of regular rent increases and creating a comfortable community for residents.

With over 44 years of experience as a real estate broker and investor, Arn Cenedella recently founded Spark Investment Group in 2020 when he transitioned his extensive single-family rental portfolio into multifamily properties. Now managing partner, Cenedella has grown Spark's multifamily portfolio to over 1300 units as a limited partner and 533 units as a general partner, specializing in properties located in the emerging markets of North and South Carolina with a focus on Greenville, SC. Leveraging his deep knowledge and decade of experience in the #1 emerging multifamily market for 2022, Cenedella provides Spark investors the benefits of his unparalleled local market expertise as he assists them in creating passive income streams and achieving financial and time freedom through multifamily syndication.

(00:00 - 03:00) Opening Segment

Section 8 tenants provide stable, guaranteed income
Tenants are invested in maintaining their voucher

(03:00 - 06:00) Common Misconceptions About Section 8

Inspections ensure basic habitability, not perfection
Tenants want a quiet, enjoyable place to live
Developing relationships with HUD is mutually beneficial

(06:00 - 09:00) Implementing Section 8 Strategically

"Grandfathering" in existing voucher tenants
Long-term business plans determine participation
Provides a safety net during economic uncertainty

(09:00 - 15:00) Adapting to Rent Trends and Refinancing Realities

Long-term holds required as flipping opportunities dwindle
Assume housing costs will rise over extended periods
Refinancing not always beneficial at lower rates

(15:00 - 23:00) Best Practices for Long-Term Investing

Stay diligent about regular rent increases
Offer refinancing opportunities to returning capital
"Infinite returns" by refinancing out all original capital

"As a provider of housing, HUD requirements for property condition should be the bare minimum." Arn Cenedella

"People hate moving, so [Section 8 tenants] get the help because they probably can't afford it on their own." Arn Cenedella

Connect with Arn:

Website: https://investwithspark.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can residential real estate investors balance maximizing profits while still treating long-term tenants fairly during times of high inflation?

On this episode of the REI Rocks podcast, host Angel Williams interviews veteran real estate investor Arn Cenedella about strategies for navigating the residential rental market during inflationary times. They discuss how inflation impacts different income levels, best practices for tenant screening and rent increases, working with government housing programs, and tips for transitioning long-term tenants on below-market rents.

With over 44 years of experience as a real estate broker and investor, Arn Cenedella recently founded Spark Investment Group in 2020 when he transitioned his extensive single-family rental portfolio into multifamily properties. Now managing partner, Cenedella has grown Spark's multifamily portfolio to over 1300 units as a limited partner and 533 units as a general partner, specializing in properties located in the emerging markets of North and South Carolina with a focus on Greenville, SC. Leveraging his deep knowledge and decade of experience in the #1 emerging multifamily market for 2022, Cenedella provides Spark investors the benefits of his unparalleled local market expertise as he assists them in creating passive income streams and achieving financial and time freedom through multifamily syndication.

(00:05:45 - 00:08:43) Opening Segment

Inflation disproportionately impacts lower-income households like hourly workers rather than high-income households.
Properties renting in the $1000-$1400 per month range are more impacted than luxury rentals, but less than truly affordable housing.
Thorough tenant screening and selectively raising rents can offset inflation's impact and maintain occupancy.

(00:08:43 - 00:11:20) Transitioning Long-Term Tenants

Expect to transition some problematic tenants when acquiring existing properties.
Improving tenant mix can take 6-12 months of turnover.
Consider gradual, stepped rent increases for long-term residents to transition rents up fairly.

(00:11:20 - 00:15:02) Working with Government Housing Aid

Some government housing agencies understand market rents, allowing win-wins.
Providing data to justify requests can get rents closer to market.
Keeping good residents via aid programs benefits all parties.

(00:15:02 - 00:18:00) Balancing Profits and Fairness

Give tenants time to find new housing if needed before remodeling and raising rents.
Meet long-term residents halfway with below-market but increased rents.
Being sensitive to tenants' situations maintains occupancy and cash flow.

Quotes:

"As an operator, it’s important to keep occupancy high, but you only want occupancy by tenants who pay the rent and take care of the property." - Arn Cenedella

"You got to take care of business, but there’s a way to be fair to your residents." - Arn Cenedella

Connect with Arn:

Website: https://investwithspark.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can real estate investors maximize tax deductions through cost segregation?

In this information-packed episode, Erik Oliver from costsegauthority.com shares his deep expertise on cost segregation and how real estate investors can use it to accelerate depreciation deductions. You’ll learn the basics of cost segregation, what types of properties it can benefit, how it impacts different holding periods, and key factors that determine the size of the deduction.

Discover how cost segregation studies on lower-value properties can still make sense in today’s tax environment. Plus, find out which specialized asset classes are uniquely suited for generating big tax deductions. Whether you’re just diving into real estate investing or have been doing it for decades, this episode will open your eyes to creative tax strategies you may be missing out on.

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.

[00:00 - 05:00] Opening Segment

Cost segregation allows you to accelerate depreciation deductions by reclassifying assets into shorter recovery periods.
Take deductions at a higher ordinary income tax rate now and recapture some of it later at a lower capital gains rate.
Bonus depreciation enhances the tax benefit for qualifying assets.

[00:05 - 10:30] Factors That Determine Cost Segregation Benefit

A longer holding period means a larger overall benefit due to time value of money.
Properties over $500k can benefit from “rate arbitrage” even with a short hold.
Inflation lowers the real cost of recapture in the future.

[10:30 - 16:00] Special Asset Classes Like Medical Offices

Medical offices have lots of qualifying specialized equipment.
Items like dental chairs can cost $50k - $100k each and can be used for cost segregation.

[16:00 - 21:30] Unique Tax Treatment for Car Washes and Gas Stations

Car washes are mostly equipment and land improvements that qualify for bonus depreciation.
Gas stations may qualify as 15-year properties if gas sales exceed convenience store sales.
These asset classes can generate larger deductions.

Quotes:

"If you've got a property with a depreciable basis of $200k or greater, it's definitely worth at least having somebody run some initial numbers." - Erik Oliver

"I want my deductions now because typically inflation goes up...a dollar today is worth way less than a dollar 20 years ago." - Erik Oliver

Connect with Oliver:

Website: www.costsegauthority.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Could your older multifamily buildings be hiding tax savings opportunities through cost segregation?

Many investors miss out on maximizing depreciation deductions on their vintage rentals.

Angel Williams interviews Erik Oliver, a cost segregation expert, to uncover everything real estate investors need to know about this overlooked tax strategy. Erik unlocks this powerful tax benefit, yet many investors are still unaware of it.

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.

[00:00-02:00]: Opening Segment

In cost segregation, specialized plumbing can get 5-year life
Includes laundry drainage, equipment testing lines
Accelerates tax deductions when doing cost segregation

[02:00-06:00]: Electrical Systems Tied to Short-Term Assets

Electrical for short-term assets gets 5-year life
Includes disposal, appliance, server room electrical
More accelerated depreciation when doing cost segregation

[06:00-12:00]: HVAC Systems That Enable Operations

HVAC for operations is 5-year property
Includes cooling honey, meat processing rooms
How it accelerates tax deductions when doing cost segregation

[12:00-19:00]: Land Improvements

Land improvements are 15-year property
Includes roads, irrigation, drainage
This applies to farms too

[19:00-End]: Closing Segment

New improvements bring new depreciation
Replacing carpets, appliances, etc., brings new tax deductions
How benefits continue over the building lifespan

Quotes:

"Cost segregation really is just accelerated depreciation on your real estate assets." - Erik Oliver

Connect with Oliver:

Website: www.costsegauthority.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

What if you could accelerate the depreciation deductions on your real estate investments and reduce your tax bill?

Angel Williams interviews Erik Oliver, a cost segregation expert, to uncover everything real estate investors need to know about this overlooked tax strategy. Erik unlocks this powerful tax benefit, yet many investors are still unaware of it.

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.

[00:00-06:00]: Opening Segment

Why cost segregation accelerates depreciation deductions on your real estate
Cost segregation reclassifies assets into shorter depreciation schedules (5, 7, 15 years)
How it benefit all real estate investors today, not just large commercial

[06:00-12:00]: The Power of Bonus Depreciation

Bonus depreciation allows immediate deduction of reclassified assets
Results in large deductions in Year 1
How expanded cost segregation benefits to smaller residential investors

[12:00-19:00]: Cost Segregating In Different Asset Classes

Multifamily can reclassify up to 35% into shorter lives
Farms benefit from segregating land improvements
The big value in exterior assets (parking lots, drainage)

Quotes:

"Typically, when you've got an asset, let's call it a farm, and I've owned it for years...I die. I pass that farm to my son. My son will get a step up in basis to fair market value at the time of my death" - Erik Oliver

"I may not own my building for 39 years. I mean, hell, the way I eat, according to my wife, I'm not going to be around in 39 years." - Erik Oliver

Connect with Oliver:

Website: www.costsegauthority.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can we reinvent ourselves during challenging times to become more resilient entrepreneurs?

In this empowering episode, Elizabeth Navarrete shares her insights on tapping into your inner strength during difficult seasons of life and business. Going through her own career setbacks and reinventions, she provides encouragement, mindset shifts, and practical advice on stepping into your next level.

(00:00 - 4:00) Lessons from Career Pivots

Be willing to let go of what's not working and start fresh.
Surround yourself with the right people in the right seats.
Work on strategic professional development like getting a business coach.

(4:00 - 6:00) Giving Back as a Veteran Entrepreneur

Share your story and give back your time to help others.
Consider writing a book, starting a podcast, or teaching a course.
Make time to give back to yourself too.

(6:00 - 9:00) Remembering Your Roots

Never forget where you came from, no matter how successful you get.
Stay connected to that early struggling version of yourself.
Leverage your journey to inspire others experiencing hardship.
Lean on your support system and community.
Read books that uplift and encourage you.
Engage in daily self-care activities.

(11:00 - 16:00) Choosing Your Path Forward

Decide if today will be "one day" or "day one" of your reinvention.
Take action to apply what you're learning.
Know that you have already started the journey by showing up.

Quotes:

"As we progress and scale up, we will find a new devil, new difficulties." - Elizabeth Navarrete

"Never let myself forget that my struggle has been a step for my success." - Elizabeth Navarrete

Connect with Elizabeth:

Instagram

Website:https://www.propelio.com/academy/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Have you ever faced a major setback that forced you to start over?

On this episode, Elizabeth Navarrete joins us to discuss the power of reinventing yourself, especially during challenging times. She shares her personal story of transitioning from social work to real estate and rebuilding after the 2008 recession. Elizabeth stresses the importance of accepting change, being adaptable, and building genuine connections.

Tune in for insights on restarting your business, collaborating with others, and emerging triumphantly from struggle.

00:00:00] Breathe Through the Struggle

Practice calming breathing to relieve anxiety
Interact and engage to build connections
Struggling is normal, be vulnerable and share

[00:05:00] We're All in This Together

95% of people are struggling in some way now
Loss of income, time, focus are common issues
Speaking your struggles helps you feel less alone

[00:08:00] The Metamorphosis from Social Worker to Realtor

Transitioning careers caused an identity crisis
Elizabeth had to learn sales skills outside her comfort zone
Early real estate success was wiped out in the 2008 recession

[00:17:00] Rising from the Ashes After 2008

Fear and lack of confidence paralyzed Elizabeth at first
It took time to regain courage and restart in real estate
She rebounded by diving into new models like wholesaling

00:22:00] Press Reset and Wipe the Slate Clean

It's healthy to restart and reinvent your business
Be open to change and new directions
Accept the reality and start fresh if needed

[00:26:00] Streamline and Collaborate

Consolidate roles instead of doing it all
How Elizabeth formed a VA dream team for specialized tasks
The importance of partnering with those who share your values and vision

Quotes:

"Reinvention involves accepting reality and pressing reset when needed" - Elizabeth Navarrete

"Surviving tough times helps you emerge stronger and wiser" - Elizabeth Navarrete

Connect with Elizabeth:

Instagram

Website:https://www.propelio.com/academy/

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can combining the right character traits and clear standards with a powerful strategy unlock success and freedom in real estate investing?

Trevor McGregor, a high-performance master coach, business strategist, and long-time real estate investor, provides invaluable insight into the industry's growing opportunities. This episode is perfect for real estate investors who are committed, decisive, coachable, and resourceful. We'll explore how to make certainty greater than uncertainty in challenging times by successfully navigating the final quarter 2020. Trevor also talks about his current portfolio, including oceanview property in Vancouver, Canada, condos and townhouses in Dallas and Austin, Texas, a hemp farm in Colorado, a luxury resort in Costa Rica, and modular homes throughout North America.

We will be talking about everything from character trade integration, setting standards, the four S formula, and creating an empowering story to execute with the right strategy and take action. Learn about five freedoms that you can achieve through successful real estate investing: financial, time, geographical, purpose, and freedom from relationships that don't serve you.

[00:01 - 04:38] How to Build a Powerful Belief Table!

• Strongest force in human personality is the need to remain consistent with how we define ourselves

• Character Trade Integration: Ask yourself what would someone you admire do

• Belief Table: 6 legs represent references that hold up beliefs

[04:38 - 09:04] 5 Freedoms to Achieve Your Goals

• Replace weak beliefs with thick pillars of support

• Ask yourself questions to challenge your beliefs

• Financial, time, geographical, purpose and relationship freedom can be achieved through real estate

[09:04 - 13:16] Take the 30 Day Mindset Challenge with Trevor McGregor and Achieve Success Faster Than Ever!

• Apply what you've learned to work on the four S's and belief tables

• Commit to taking extreme ownership over this

• Achieve success faster than you ever thought possible

[13:16 - 17:31] Identifying Consequences and Seeking Mentors to Achieve Your Dreams

• Identify the consequence of not moving something forward

• Seek a mentor, coach, or partner to help you reach your goals

• Attend meetups and conferences to find like-minded people

• Learn to discipline your disappointment

• Carve out time for both yourself and your partner

• Every problem is a problem of perspective

[17:31 - 18:31] Final Q&A

Quotes:

"The strongest force in the human personality is the need to remain consistent with how we define ourselves." - Trevor McGregor

"Every problem is a problem of perspective." - Trevor McGregor

Connect with Trevor McGregor:

LinkedIn: Trevor McGregor

Website: www.trevormcgregor.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

What role do our thoughts, feelings, and emotions play in determining our motivation, actions, and, ultimately, our results in the realm of real estate investing?

Trevor McGregor, a high-performance master coach, business strategist, and long-time real estate investor, provides invaluable insight into the industry's growing opportunities. This episode is perfect for real estate investors who are committed, decisive, coachable, and resourceful. We'll explore how to make certainty greater than uncertainty in challenging times by successfully navigating the final quarter 2020. Trevor also talks about his current portfolio, including oceanview property in Vancouver, Canada, condos and townhouses in Dallas and Austin, Texas, a hemp farm in Colorado, a luxury resort in Costa Rica, and modular homes throughout North America.

This podcast episode introduces a powerful formula to help listeners become successful in real estate investing. Based on the six critical letters of the alphabet - T (Thoughts), F (Feelings), E (Emotions), M (Motivation), A (Action), and R (Result) - this conversation provides industry insights from experts to help listeners master their mindset, avoid costly mistakes, save time and live the life they've always wanted. Discover the importance of having a cheerful emotional home to be motivated and achieve success in real estate investing, as well as how Tony Robbins' teachings can provide further insight into these topics.

Finally, learn why it is essential to take care of ourselves mentally and physically; be aware of our "state," "story," "strategy," and "standards," and stay in a positive mindset to move forward towards success. Tune in for actionable advice that can help you take control of your real estate investing journey!

[00:01 - 04:22] The Secrets to Real Estate Investing Success with the T-F-E-M-A-R Formula

• Four key elements to consider when investing: beliefs, values, rules, and emotions

• Six critical letters of the alphabet to help understand the investment process: T (thoughts), F (feelings), E (emotions), M (motivation), A (action) and R (result)

[04:23 - 08:27] Unlocking the Power of Real Estate: Understanding Your Six Human Needs and Raising Your Emotional Awareness

• Reverse engineering to get the desired result

• Six human needs: certainty, variety, significance, connection/love, growth, and contribution

[08:30 - 12:39] The Power of The Crazy Eight: How to Get Out of the Real Estate Crazy Eight and Go North

• The Crazy Eight concept has two sides - the left with real estate goals and the right with doubts, fears, anxieties, and worries.

• The choice is yours to spend more time on the left and less time on the right.

• Going south from the Crazy Eight leads to coping mechanisms, while going north leads to taking advantage of it.

[12:40 - 16:37] Choose to be a Victor over a Victim

• Coping mechanisms such as mindless internet surfing, excessive eating, drinking, taking prescription drugs, watching the news, and gossiping can lead to going south.

• Going north involves four Ss: State (physiology, focus, and language), Story (identity as a victim or victor), Strategy (following a recipe for success), and Standards (level of commitment).

• Motion leads to emotion; powerful language can help one reach a better state.

• One must choose between being a superhero or supervillain to go north or south.

Quotes:

"You're either going to be motivated to sit on your couch and watch Netflix, or you're going to be motivated to do some market research. Talk to some brokers, tell investors, write property managers, and get your act together." Trevor McGregor
"It's time for some of you to draw a fricking line in the sand and step over that and into a higher version of yourself so that you can crush your real estate outcomes right."Trevor McGregor

Connect with Trevor McGregor:

LinkedIn: Trevor McGregor

Website: www.trevormcgregor.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to expand their business by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page,YouTube channel, or website: https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile and connect with me.

View Details

How can aspiring real estate investors navigate the complexities and uncertainties of the market, especially in tumultuous times, to build a diverse and successful portfolio?

Trevor McGregor, a high-performance master coach, business strategist, and long-time real estate investor, provides invaluable insight on taking advantage of the industry's growing opportunities. This episode is perfect for real estate investors who are committed, decisive, coachable, and resourceful. We'll explore how to make certainty greater than uncertainty in challenging times by successfully navigating the final quarter of 2020. Trevor also talks about his current portfolio, including oceanview property in Vancouver, Canada, condos and townhouses in Dallas and Austin, Texas, a hemp farm in Colorado, a luxury resort in Costa Rica, and modular homes throughout North America.

Plus, get an overview of the 16 stages of life and 7 stages of navigating challenges that will help you reach your goals. Last, we'll talk about how shock, denial, anger, and questioning can lead to depression during these unprecedented times – so understanding our emotions is key for moving forward. Get ready to learn more about healing and moving toward success despite all of the challenges that 2020 has brought us!

[00:01 - 04:11] Mindset Mastery for Real Estate Investors: Navigating 2020 with High-Performance Coaching

• Training Mindset Mastery for Real Estate Investors

• People fit into one of three buckets: freaking out, stuck, or honing skills

[04:12 - 08:04] Discover How to Make Your Certainty Greater Than Your Uncertainty

• Learn how to make your certainty greater than your uncertainty.

• Trevor McGregor has been investing in real estate since 2003 and working with Joe Fearless since 2013.

[12:14 - 16:40] Navigating Challenges in the Age of COVID-19: Mastering Your Mindset and Emotions for Success

• Mindset is a collection of thoughts and beliefs that determine what you think, feel and do

• Mastery is defined as comprehensive knowledge or skill in a subject or an accomplishment

• Plant powerful positive thoughts in your belief garden

• Most people are in the prime years (25-65) of peak health, energy, mental acuity, earning ability and forming relationships

• Success is 80% psychology and 20% action

• Seven stages of navigating challenges: shock, denial, anger, questioning, bargaining, depression and acceptance

[16:40 - 17:13] Moving Through the Stages of Grief: How to Heal and Move Forward in 2020

• Shock, denial, anger and questioning are the stages of depression.

• Attending a summit can help elevate emotions and get out of depression.

• Acceptance is the final stage of healing and moving forward.

• We cannot turn back the hands of time and have to start healing and moving forward despite 2020's challenges.

Tweetable Quotes:

"Success is 80% psychology. That is what you do with your mindset and 20% action or what you do to go out there and work the real estate deals." -Trevor McGregor

"We can't change this, we can't turn back the hands of time, and instead, we've gotta start healing and start moving forward even though this shit show of 2020 is still happening."

Connect with Trevor McGregor:

LinkedIn: Trevor McGregor

Website: www.trevormcgregor.com

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

What are the potentials that every business should watch out for? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Pilialoha Yarusi. Pilialoha shares her journey to success in the multifamily investing world. From starting with just three multi-family properties to growing their portfolio to 94 units in May 2017.

Pilialoha covers topics such as key learnings from, forums, readings, and listening to podcasts to gain knowledge; finding a mentor for guidance; and becoming a licensed realtor

Tune in now as Pilialoha talks about potential pitfalls based on state regulations and offers advice on navigating the multifamily investing world!

[00:01 - 01:03] Stop Analysis Paralysis And Take Action

Angel welcomes back, Pilialoha Yarusi!
Pilialoha talks about, “Analysis paralysis”

[01:04 - 07:50] Going From Good To Great With Large Multifamily Investing

Mentorship can be expensive, but it can lead to millions
Focus on the future and gauge success by taking action now
Successfully transitioned to a new management
Implementing a tenant referral program

[07:51 - 10:26] Getting A Real Estate License On Your Way To Success

Instituted pet fees and increased rents to increase revenue
She put up a laundry contract on the building that put two laundry rooms in order for use
Refinanced the property after year one and returned over 75% of capital to investors

[10:27 - 19:34] Closing Segment

Pilialoha shares that realtors may not be about to wholesale depending on state rules, so pick which serves you best!
Tune in to this episode to learn more about Pilialoha!

Tweetable Quotes:

“If you can get into a group and start talking multifamily like a pro, then you need to take the next step and start putting properties under contract. Maybe not right now but take the action to get there. Your outcome is the result of your actions.” – Pilialoha Yarusi

“You are the master of your circumstances. The limitations of others don't have to be yours again. Don't let the outside talking, even the talk in your brain, get to you. You can do this. You want to get into real estate, then get into real estate, pick an asset class, and get into it.” – Pilialoha Yarusi

You can connect with Pilialoha Yarusi!

LinkedIn: Pilialoha Yarusi

LinkedIn: Yarusi Holdings

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Why is knowledge not enough to get you close to success? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Pilialoha Yarusi. Pilialoha discusses setting goals and understanding what drives you to achieve them. She talks about understanding her “Why”, what gets her up in the morning, and how to set SMART goals (Specific, Measurable, Attainable, Relevant, and Timely).

Pilialoha explores why taking action is essential for success and how to go about doing this, from taking risks and not listening to those who may put doubt in one’s mind or discourage taking action, to giving value first and then expecting it in return.

Tune in now as Pilialoha shares that although obtaining knowledge is important, taking action is what will ultimately get you close to success!

[00:01 - 02:10] Discovering Your “Why”

Angel welcomes back, Pilialoha Yarusi!
Pilialoha reminds us to wake up every morning to have personal time and fill cups with coffee
Driven by children and husband to be a better person

[02:11 - 08:23] Change Your Life And Go After Your Goals

Her big “Why” is to provide financial freedom for family and others
Goals should be SMART (Specific, Measurable, Attainable, Relevant, and Timely)
Set a relevant goal that is achievable and timely
Take risks and be ready to do the work to change

[08:24 - 13:00] Find Your Tribe And Get A Mentor

Stop listening to others who don’t understand your goals
Have a mindset that you can do it no matter what
Help first, give first, give value and then get value
Find a mentor, but be aware that it may come with a price tag

[13:01 - 18:45] Closing Segment

Pilialoha that although obtaining knowledge is important, taking action is what will ultimately get you close to success!
Tune in to this episode to learn more about Pilialoha!

Tweetable Quotes:

“Have the mindset that you can. You can do it now, you can do it yesterday, you can do it in the future, but you can do it right now. Have the mindset that you can do it no matter what. Make sure that why is strong.” – Pilialoha Yarusi

“Dive into the person that you are, because it's going to count. Above all, be yourself, because everyone is taken. Be yourself, because the person that you want to be is built on the self that you are now. The person that you want to be is only just a better version of who you are now. So be yourself.” – Pilialoha Yarusi

You can connect with Pilialoha Yarusi!

LinkedIn: Pilialoha Yarusi

LinkedIn: Yarusi Holdings

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

What role does expressing gratitude play in navigating the world of multifamily investments?

In this episode, Pilialoha Yarusi will share how she and her husband transitioned from flipping and wholesaling to large multifamily investments in 2019. She'll discuss how mindset was a major hurdle they had to overcome to succeed. Pili will give practical tips on how to get into the right mindset, such as taking a moment to breathe, giving yourself grace, expressing gratitude, finding like-minded people, listening, learning, and implementing.

Listen in to explore the importance of having a giving mindset, expressing gratitude, and taking time to breathe and refocus inwardly!

[00:01 - 05:36] From Flipping Houses to Running a Multifamily Empire

• How Pili and Jason found focus and gave themselves grace

Why did they get rid of everything that was not linked to multifamily?

• The importance of taking a moment to focus

[05:37 - 11:54] The Key to Success in Multifamily Investing

• Give gratitude and be thankful for what you have

• Have a far-reaching mindset to give value first

• Live life with gratitude and repeat it to yourself daily

[11:55 - 16:55] Closing Segment

• There is something to learn no matter what stage of investing you are at

• Do not let your past define you. Do not let your future control you

Tweetable Quotes:

“We all have to take a moment to focus inward and focus on ourselves.” - Pilialoha Yarusi

“I can give you all the information in the world. I can tell you exactly how my husband and I do multifamily, how we got into it, and what our mindset is. But if you don't take action, then it's really for nothing.” - Pilialoha Yarusi

“If your why is strong, your how will come.” - Pilialoha Yarusi

You can connect with Pilialoha Yarusi!

LinkedIn: Pilialoha Yarusi

LinkedIn: Yarisu Holdings

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How often should you communicate with your property management team and what kind of inspections should be done? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Sandra Benenate. Sandra dives into the details of what needs to be done to ensure a successful relationship between property owners and their management team.

Sandra covers topics such as making sure to hire people you trust, setting systems and protocols in place, having an employee handbook, verifying their work, and knowing protocols for stagging shortages.

Tune in now as Sandra gives listeners her advice on controlling what is shared with the bank or insurance company to avoid potential issues down the line!

[00:01 - 01:24] How To Ensure You’re Paying The Right Price And Getting The Best Service

Angel welcomes back, Sandra Benenate
Trust but verify when hiring a property management team

[01:25 - 07:48] Understanding The Shrinking Insurance Market For Class C Value-Add Properties

Know what you want to discuss before going into negotiations
Need to have an employee handbook in place
Set systems in place to get a better range of underwriting

[07:49 - 13:09] Communication Is Key With Any Property Management Team

The property management team needs to follow the same protocols as declared to the insurance company
Alteration of the business model will cost more and potentially cause heartache
Communication is more important now than ever

[13:10 - 18:49] Closing Segment

Sandra shares her advice on how often should a business communicate with its property management teams!
Tune in to this episode to learn more about Sandra!

Tweetable Quotes:

“There’s some compromise we can make because there's something that we can do. You still want to make sure that you're achieving your goals and your desires while getting the best management company possible for the best rate.” – Sandra Benenate

“You've set a precedent on how you want things going forward. Now is the time to review your systems, your protocols, and your expectations.” – Sandra Benenate

You can connect with Sandra Benenate!

LinkedIn: Sandra Benenate

LinkedIn: Disrupt Equity

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today! LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Why is researching your local market essential for a successful outcome when investing in property? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Sandra Benenate. Sandra discusses the importance of knowing your target demographic and tenant profile before investing in a property. She shares her unique insights on how to conduct due diligence, what platforms like Facebook Marketplace or Zillow are best for advertising, setting base rents correctly, screening tenants properly, and understanding the leasing process.

Sandra provides her on how to save money by renewing existing tenants rather than paying extra geed for new leases, as well as emphasizing that it is ultimately the owner’s responsibility to set expectations and ensure the management team follows them.

Tune in now as Sandra talks about how proper research, responsibility, and knowledge can make or break your investment!

[00:01 - 01:08] Understand Your Tenant Profile

Angel welcomes back, Sandra Benenate!
Understand the tenant profile you want to attract

[01:09 - 07:44] Take Control Of Your Property

Research the area and know what kind of value you can add to the property
Set base rents and have a screening process for tenants
Control aspects of your property and need to know what you want
A good management team will have the same tenants in there renewing every year

[07:45 - 16:14] Gaining Responsibility For Your Property

Have a leeway to control the demographic by where you put the marketing
Property investment can change your life, but also ruin it if not handled well
Decide how much involvement you want in handling daily ins and out, receivables

[16:15 - 18:55] Closing Segment

Sandra talks about how essential it is to research your local market!
Tune in to this episode to learn more about Sandra!

Tweetable Quotes:

“You need to make sure that you convey this to the property management team because what they consider an approved tenant may not be what you consider an approved tenant.” – Sandra Benenate

“If you're new and you're just coming in, then you're going to want to just follow their guidance. But this is a very hardy investment. This is something that can change your life and ruin your life if you don't handle it well.” – Sandra Benenate

You can connect with Sandra Benenate!

LinkedIn: Sandra Benenate

LinkedIn: Disrupt Equity

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today! LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How do you find out who is a good fit when partnering on a deal? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Sandra Benenate. Sandra is a former COO of a regional property management company, who oversaw the operations, acquisition, and sales of over 7000 units in the Gulf South; a portfolio valued at over 262MM (2012 values), and a staff of 300+. Seeing a need in the industry, Sandra formed Strategic Property Consulting. A multi-platform company offering asset and due diligence consulting. With her skills and knowledge, she plans to bring her experience to new levels and assist others in their multifamily asset purchases and needs.

Sandra shares her tips on where to look for referrals, such as social media groups and local apartment associations.

Tune in now as Sandra emphasizes the need to be able to cancel contracts if someone is not a good fit and discuss other important considerations!

[00:01 - 01:22] Unlocking the Keys to Successful Property Management

Angel welcomes back, Sandra Benenate
Sandra is a former COO of a regional property management company

[01:23 - 04:59] Tips For Getting The Best Of The Best

Her background in construction and property management
Knowledge with others through Strategic Property Consulting
Before hiring a property management team, one should know what kind of property they own or buying

[05:00 - 07:39] Finding The Right Property Management Team

Property management is a business looking to get paid
Know how many doors you have to manage
Training process and vetting of employees

[07:40 - 17:13] Closing Segment

Sandra offers her insights into finding and working with a great property management team!
Tune in to this episode to learn more about Sandra!

Tweetable Quotes:

“If you feel that they're not making the improvements and the strides and the leasing that you feel is necessary. Go hire somebody else, don't get stuck with mediocre just because you're worried about finding somebody new.” – Sandra Benenate

“You have to know what you want. You need to understand what you need before you start interviewing and managing a property management team.” – Sandra Benenate

You can connect with Sandra Benenate!

LinkedIn: Sandra Benenate

LinkedIn: Disrupt Equity

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How does having a strong “Why”, can motivate you to take actionable steps toward your goals? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Sandhya Seshadri. Sandhya shares her journey in building a successful investor database, and the strategies she used to get to where she is right now. She explores how networking and building relationships were essential to achieving their goals, and delves into the best practices for underwriting properties, vetting potential sponsors, and more.

Join Angel and Sandhya and hear about how having a strong “Why” can give you the motivation to take actionable steps toward your goals.

Tune in now as Sandhya offers help with goal-setting and job search-related matters in the real estate investment space!

[00:00 - 01:24] Understanding Pain Points And Goals To Secure A Steady Return On Investment

Angel welcomes back, Sandhya Seshadri
Networking is an important step to take towards achieving your goals

[01:25 - 07:48] Digging Deeper Into Your Investor Database

Building relationships and creating an investor database are key steps
Education can be an incentive for investors to choose you
Passive investing is a great way to build relationships with sponsors and learn best practices
Having a network of people who have faced similar issues can help you find solutions

[07:49 - 13:09] How Real Estate Investing Help Reduce Tax Burden

Ask potential passive investors about their biggest pain and goals
Explain the benefits of investing in real estate over the stock market
Understand the criteria for investing and make notes
Cost segregation and bonus depreciation advantage

[13:10 - 18:49] Closing Segment

Sandhya offers help with goal setting and refers people to different mentoring programs depending on their criteria!
Tune in to this episode to learn more about Sandhya!

Tweetable Quotes:

“Don't give into a sales pitch. Be very careful about who you're giving your heart and money to.” – Sandhya Seshadri

“Passive investing is a great way to build that relationship. Because once you invest passively in a property, you get monthly reports, you're with the sponsor for the next two, or three years, and you can figure out how can you add value to this experienced sponsor now that you've invested passively with them, you like the way they run properties.” – Sandhya Seshadri

You can connect with Sandhya Seshadri!

LinkedIn: Sandhya Seshadri

Instagram: @Sandhya_Multifamily

Website: Engineered Capital

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can you chunk goals and become a general partner in a multi-family investment deal? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Sandhya Seshadri. Sandhya discusses her strategies and approaches to score a multi-family unit deal. She talks about setting smart goals, building relationships with brokers and passive investors, and thinking outside the box to score deals.

Join Angel and Sandhya as they explore how to chunk goals and become a general partner on a multi-family investment deal, all while understanding the importance of being conservative in underwriting criteria and patience when looking for deals

Tune in now as Sandhya shares that investing in multifamily units doesn’t have to be scary or overwhelming!

[00:00 - 01:14] Don’t Compromise On Your Underwriting Criteria

Angel welcomes back, Sandhya Seshadri
Take time to build relationships with passive investors

[01:15 - 07:33] Strategies To Score Your First Multifamily Deal

Underwrite conservatively and assume a higher economic vacancy
Think outside the box in order to score deals
Focus on what you can bring to the table and become an expert at it
Become the best person to find deals with brokers

[07:34 - 15:35] Chunk Your Goals In Order To Become A General Partner

Underwrite 50 deals for practice and ask brokers how much they sold for
The quickest way to become a general partner is to be able to raise capital
Become an expert in one thing
Raising capital
Asset management
Broker relationships

[15:36 - 18:55] Closing Segment

Sandhya shares how you can chunk goals to become a general partner in multi-family deals!
Tune in to this episode to learn more about Sandhya!

Tweetable Quotes:

“Don't compromise on your underwriting criteria because sometimes you're so eager to get a deal or you're so tempted to make an offer on a deal. Be sure to stick with those same conservative principles.” – Sandhya Seshadri

“Pick one thing and become an expert at it. So, spend the next 30, 60, or 90 days to become an expert at that one thing.” – Sandhya Seshadri

You can connect with Sandhya Seshadri!

LinkedIn: Sandhya Seshadri

Instagram: @Sandhya_Multifamily

Website: Engineered Capital

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Why do you need to team up with experienced people in real estate? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Sandhya Seshadri. Sandhya talks about how she used smart goals, short-term targets, and strategies to achieve her dream of buying a multifamily apartment complex. She encourages people to ask why several levels are deep when setting goals and shares resources available to help them achieve their dreams.

Join Angel and Sandhya as discuss the importance of teaming up with experienced people, understanding risks associated with other people’s money, learning from Google, and ignoring naysayers.

Tune in now as Sandhya shares her personal achievement that will inspire anyone can achieve their dreams regardless of background or experience!

[00:01 - 01:03] Achieving The Impossible Dream

Angel welcomes back, Sandhya Seshadri
Sandhya discusses having smart goals and strategies to achieve them
Her background in electrical engineering and an MBA

[01:04 - 07:34] How Can You Achieve Your Multifamily Real Estate Goals

The importance of asking “Why” when setting goals
Recounting her experiences from India to the US with limited resources
Encouraging people to not let their impossible dreams stop them
Setting smart goals and continuing their education to achieve them

[07:35 - 12:35] From Corporate World To Real Estate Syndication

Acquiring a 50+ unit multifamily property with 70% return in 5 years
Her goal to syndicate an apartment within a year is ambitious
Joining a mentoring group based in Dallas
Failure is part of the process and all you need is one acceptance

[12:36 - 19:01] Closing Segment

Sandhya shares her biggest accomplishment was getting her first deal in the professional real estate world!
Tune in to this episode to learn more about Sandhya!

Tweetable Quotes:

“You might get a dozen reject letters, but all it takes is that one acceptance like in my case… All the others were partial or just admission. All you need is that one acceptance.” – Sandhya Seshadri

“Don't let something that feels impossible stop you from saying, “Okay, maybe the straight path, the typical way that other people have done it might not work.” I really need to think outside the box.” – Sandhya Seshadri

You can connect with Sandhya Seshadri!

LinkedIn: Sandhya Seshadri

Instagram: @Sandhya_Multifamily

Website: Engineered Capital

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can you leverage debt to build generational wealth? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome John Ensley, ChFC®. John explores the importance of cash flow and financialization over the past 50 years. He discusses how families can use cash-value insurance policies as a source of financing and security.

Angel and John are here to explain why it’s important to plan for mortality early on, how death benefits can be used for taxation or lost income, and why whole-life insurance policies are an effective tool for long-term financial security

Tune in now as John shares his insight into how leveraging access to credit can open doors to financial success!

[00:01 - 01:48] Create A Family Office Through Cash Value Life Insurance

Angel welcomes back, John Ensley, ChFC®!
Cashflow is more important than equity
Using cash-value life insurance as a funding source is an option

[01:49 - 09:19] Leverage Debt To Create Generational Wealth

Working together as a family to establish a network of policies and create a family office
Generational wealth can be created through death benefits
Death benefits typically do not go through probate and are not subject to income or state tax
Having conversations with clients about mortality is important

[09:20 - 18:44] A Lifelong Investment For Multi-Generational Wealth

Integrating the expertise of different professionals
Death benefit plays an important role in multi-generational wealth
Whole life insurance policy is a simple tool that can provide multiple applications and uses
It can be used as an investment for a lifetime and passed on for further lifetimes.

[18:45 - 21:15] Closing Segment

John shares his insights into leveraging debt to build generational wealth!
Tune in to this episode to learn more about John!

Tweetable Quotes:

“It's important to have an accountant on your team. So that you’re in the know of the, “In’s and Out’s”, and you're not exposing yourself to more tax than you need to.” – John Ensley, ChFC®

“There's no reason not to it's not that hard to do. It's not that expensive to do relatively. I think it really does come down to where we're all uncomfortable with our mortality.” – John Ensley, ChFC®

You can connect with John Ensley, ChFC® through:

Website: J-Ensley Financial

Website: Jump On With John

LinkedIn: John Ensley, ChFC®

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can you leverage finances and take on debt for yourself? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome John Ensley, ChFC®. John discusses how cash flow is more important than equity, how families can use insurance policies to fund education and other expenses without depleting their reserves, and whether creating a family office is an option.

Angel and John are here to highlight the importance of having an estate plan in place with the help of professionals and the benefits of Whole Life Insurance for multi-generational wealth.

Tune in now as John discusses leveraging finances and taking on debt for yourself or your family!

[00:01 - 02:14] Leveraging Family Wealth

Angel welcomes back, John Ensley, ChFC®!
John talks about how interest can be thought of as what you pay to hold somebody else’s money

[02:15 - 08:09] Exploring The Benefits Of Generational Wealth

Cash flow is more important than equity
Financialization of everything has enabled access to credit in the last 50 years
Using cash value insurance as a funding source is an option for private lending
Growing family wealth by bringing family members onto GP teams and setting up a family office

[08:10 - 14:49] Understanding Whole Life Insurance Policies

Death benefits typically do not go through probate and are not subject to income or state taxes
A will, family trust, and life insurance policy are key components of an estate plan
Whole life insurance policy has been around for 160 years and provides multiple uses and applications
Whole life insurance policy can be used as an investment tool over a lifetime and passed on for further lifetimes

[14:50 - 19:29] Closing Segment

John shares about leveraging finances and taking on debt for yourself or your family!
Tune in to this episode to learn more about John!

Tweetable Quotes:

“In tax in estate planning, in financial planning, investments, so forth. and so super important to align some of those things out.” – John Ensley, ChFC®

“It’s not that hard to do. I think it really does come down to where we're all uncomfortable with our mortality.” – John Ensley, ChFC®

You can connect with John Ensley, ChFC® through:

Website: J-Ensley Financial

Website: Jump On With John

LinkedIn: John Ensley, ChFC®

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Do you understand how infinite banking works and how it can help you in your investing journey? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome John Ensley, ChFC®. John is leading a financial planning revolution to help you regain control of your money, lifestyle, and retirement plan. John believes ordinary financial planning is failing too many Americans! After losing almost everything during the great recession, John became obsessed with finding safe, predictable ways to save and create wealth, protected from the chaos and corruption of the conventional financial system.

Join Angel and her esteemed guest to talk about the common misconception that infinite banking will provide quick results, noting that it’s important to work with an experienced advisor or agent who can design the policy to absorb inevitable changes.

Tune in now as John demonstrates how infinite banking is an invaluable tool for smart investing!

[00:01 - 01:29] John’s Journey From Tech Bubble To Infinite Banking

Angel welcomes back, John Ensley, ChFC®!
John is the President of J-Ensley Financial
His background in real estate investing and his experience with the tech bubble burst and the real estate bubble

[01:30 - 06:26] Understanding The Benefits Of Working With A Financial Advisor

The disconnect between understanding infinite banking and implementing it
The slow build of cashflow needed to use it effectively
Counterintuitive aspects of life insurance policies that work differently
Working with the right advisor or agent is extremely important

[06:27 - 15:35] Unlocking The Benefits Of Infinite Banking

Whole life insurance policies from mutual companies last your entire life
Designing the policy to absorb changes and put large sums in on the front end is possible
The integrated approach of insurance and investments is recommended for holistic financial planning
The whole life insurance policy accumulates cash value the correct way

[15:36 - 21:22] Closing Segment

John demonstrates how infinite banking works and can be an invaluable tool for smart investing!
Tune in to this episode to learn more about John!

Tweetable Quotes:

“It's hard to get your mind outside that box and really grasp all the concepts. But the one thing I would really reiterate at this point is that who you work with the advisor or the agent that you work with is extremely important… So it's super important for to be working with someone that understands that things are going to change and we'll design that policy to absorb those changes.” – John Ensley, ChFC®

“It's a whole life insurance policy that's designed properly so that it accumulates cash value the correct way. It is a place to park cash, it's a place to put your savings.” – John Ensley, ChFC®

You can connect with John Ensley, ChFC® through:

Website: J-Ensley Financial

Website: Jump On With John

LinkedIn: John Ensley, ChFC®

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Are you considering seller financing but not sure how to vet your borrower? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Cal Ewing. Cal talks about the benefits of having an RMLO (Residential Mortgage Loan Originator) vet your borrower, setting up a fund for syndicating notes and pooling mortgages, and the importance of due diligence when it comes to real estate investing.

Join Angel and her esteemed guest to explore why hard money lenders look more at the value of the property and the borrower’s budget to decide whether to approve a loan, plus how investors can protect themselves from potential lawsuits and unethical practices such as taking advantage of loopholes or using farmland loans inappropriately.

Tune in now as Cal discusses why consulting a lawyer is essential in ensuring that all parties are within their legal rights!

[00:01 - 01:21] RMLO: A Necessary Protection For Real Estate Investors And Borrowers

Angel welcomes back, Cal Ewing!
RMLO (Residential Mortgage Loan Originator) is used to vet borrowers for seller financing

[01:22 - 13:06] Benefits Of Moving Into A Smaller Home

The underwriting process looks at property value and borrower budget, not debt service coverage ratios
Self-employed people who show low income can still be financed
The flexibility of being able to visit family for extended periods of time due to not being tied down to a W2 job
When buying notes for higher-end properties, there is a risk that the borrower may extend the foreclosure with a lawyer if wronged in business

[13:07 - 17:10] Protect Yourself And Do Your Due Diligence When Investing

Stick to cookie-cutter houses when investing as higher-end borrowers may pay lawyers to be petty
Prolonging foreclosures and collecting rent from tenants without owning the house
Using farmland loans to purchase apartments in rural areas
It is important to do due diligence on any methods or people hear about before blindly accepting them

[17:11 - 20:54] Closing Segment

Cal talks about how it is important to protect oneself when going into real estate investing!
Tune in to this episode to learn more about Cal!

Tweetable Quotes:

“We want everyone to be successful. We want our tenants to be successful, our borrowers to be successful. So, you don't want to put anyone in a rough spot where they're going to be in financial trouble just because of the way you set up the deal.” – Cal Ewing

“Always run it by a real estate attorney in your state. But I also think to run it by more than one because there are some strategies that work with standard real estate transactions.” – Cal Ewing

You can connect with Cal Ewing through:

Website: Talk With Cal Ewing

Website: Cal Ewing

YouTube: @CalEwingRealEstate

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Do you want to learn about investing in mortgage notes? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Cal Ewing. Cal talks about how to buy non-performing notes, which are essentially mortgage notes for properties that have not been repaid, and make a profit. Discover the advantages of investing in these notes and how to use them to acquire property through foreclosure or a deed in lieu of foreclosure

Join Angel and her esteemed guest shares his strategies in real estate investing like wholesaling, owner-financing, and rent to own, as well as short selling which involves the bank taking a hit and selling the property for less than what was owed.

Tune in now as Cal provides his insights for a comprehensive strategy guide to becoming successful in investing mortgage notes!

[00:01 - 02:45] How To Make Money Buying Mortgage Notes

Angel welcomes back, Cal Ewing!
Having enough cash to buy houses, but decided not to due to the long loan process

[02:46 - 09:24] A Guide To Acquiring Real Estate And Growing Your Portfolio

Mortgage notes that are performing and non-performing notes
Non-performing notes can be a good way to acquire real estate
Negotiating with the borrower for a cash-for-keys deal
Banks don’t want to be in the real estate industry so their foreclosure

[09:25 - 17:37] Understanding Short Sales, Owner-Financing, And More

Understanding the concept of owning pieces of paper in real estate
Exploring the different strategies such as wholesaling, owner-financing, and rent to own
Buying notes from banks and companies that owner-finance houses
Market crash due to premium paid for properties with low mortgage payments

[17:38 - 21:25] Closing Segment

Cal shares his comprehensive strategy guide to becoming successful in mortgage notes!
Tune in to this episode to learn more about Cal!

Tweetable Quotes:

“As a note investor, that could be your strategy is to buy notes that are not performing. Where the value owing on that note is really high. And so, that no investor is going to buy it in the foreclosure sale or at the auction. So, you're going to just buy it.” – Cal Ewing

“There's a lot of ways to make money in real estate.” – Cal Ewing

You can connect with Cal Ewing through:

Website: Talk With Cal Ewing

Website: Cal Ewing

YouTube: @CalEwingRealEstate

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can you achieve financial freedom through multiple income streams? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Cal Ewing. Cal discusses the differences between investing in oil and gas versus real estate, the risks associated with each type of investment, and the importance of diversifying investments. He shares how to remain disciplined with capital events and budget out money well

Join Angel and her esteemed guest touch on the need for multiple income sources when investing in real estate to ensure financial freedom.

Tune in now as Cal shares his advice about investing in real estate and achieving financial freedom through multiple income streams!

[00:01 - 02:56] From Oil And Gas To Real Estate Investing

Angel welcomes back, Cal Ewing!
Cal is the Principal owner of 49th Parallel Properties
He shares his background and experience in the oil and gas industry

[02:57 - 09:43] Exploring The Boom And Bust Of Oil And Gas Investing

He read Rich Dad, Poor Dad by Robert Kiyosaki which shifted his mindset towards real estate investing
His goal was to become a real estate investor and gain financial freedom
Investing in the States and teaching Canadians how to buy foreclosures in Las Vegas
Friends invested in real estate after dry hole, showing it still has value

[09:44 - 14:53] Understanding The Fundamentals And Managing Cash Flow

Oil and gas is a boom and bust
Oil companies can be rehabbed by buying wells or failing companies and selling them off for a windfall
Real estate is easy to understand and the numbers are simple for average investors
Multifamily is an amazing wealth builder, but not enough to replace income with just 5-6 properties

[14:54 - 20:55] Closing Segment

Cal shares why mortgage notes are a great way to accelerate growth while still having a stable income!
Tune in to this episode to learn more about Cal!

Tweetable Quotes:

“It's important no matter what you do a to invest in things that people are going to need for a long time.” – Cal Ewing

“My main investing strategy now buying mortgage notes. And so, I work for a private lending company. I like the stability of having an income. So, it's more about accelerating my growth by being able to put that money aside and just keep acquiring cash-flowing assets right now.” – Cal Ewing

You can connect with Cal Ewing through:

Website: Talk With Cal Ewing

Website: Cal Ewing

YouTube: @CalEwingRealEstate

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Why is it important to learn the importance of being careful taking advice from others? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Chris Prefontaine. Chris shares how to stay informed and make smart decisions in the real estate market. He talks about the importance of doing thorough research before investing in any real estate program, looking out for one-off pieces of advice, and how to seek out experts in your desired field.

Join Angel and her esteemed guest to discuss how real estate investments can be a great way to build wealth if one is responsible, and the risks associated with the industry.

Tune in now as Chris shares his insights on the importance of being careful taking advice from others!

[00:01 - 02:29] Don’t Take Advice From Everyone

Angel welcomes back, Chris Prefontaine!
Balloon payments are common in owner financing

[02:30 - 07:03] Beware Of False Expectations

Fractional ownership was popular before the crash
Taxes can be considered when selling property piecemeal
Take advice from people who have experienced markets changing
Friends and family can derail your success

[07:04 - 11:07] How To Find The Right Real Estate Coaching Program

Good debt can be used to purchase a personal home and build wealth
It is important to get advice from someone who has experience in real estate
Ups and downs are normal in real estate
Be aware of false expectations when looking for a program or coach

[11:08 - 14:23] Closing Segment

Chris shares why is it important to make sure the program or coach is true to their word and matches your needs!
Tune in to this episode to learn more about Chris!

Tweetable Quotes:

“Unless they are where you want to be, don’t listen to them. You have to take the word “family” out.” – Chris Prefontaine

“When we do it on an owner-financing, we deal mostly with people that are free and clear.” – Chris Prefontaine

You can connect with Chris Prefontaine through:

Website: Smart Real Estate Coach

Facebook: @smartrealestatecoach

YouTube: @smartrealestatecoach

Instagram: @smartrealestatecoach

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How do you take your business from niche markets to the national level? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Chris Prefontaine. Chris provides an insightful look at how they started locally and then expanded to multiple states. He explains why it is critical to make sure values align from the start, how landlords have additional challenges when working with buyers, and the process they use to ensure potential associates match their values.

Join Angel and her esteemed guest discusses how to minimize risk while still having an income stream and learn about flexible lifestyle choices that come with investing in niche markets.

Tune in now as Chris and learn how to take your business to a national level!

[00:01 - 01:14] Expand Nationwide Through Deals And Coaching

Angel welcomes back, Chris Prefontaine!
Starting locally and expanding to a few states as needed for more business

[01:15 - 03:23] Aligning Values Is Key To Residential And Multifamily Real Estate Investing

Expanded outside of those states through a coaching company by revenue sharing with students
An interactive learning experience for students and sponsors
Hands-on experience builds credibility in real estate investing space
Weekly meetings with subs or contractors are not necessary for rent-to-own projects

[03:24 - 08:20] Understanding The Mindset Behind Risk Tolerance In Real Estate Investing

Responsibility is different when dealing with buyers versus tenants
Similar to a note buyer or friend who does owner financing
Importance of getting the person out of the house you’re taking over from
Values enlightenment important for property managers and mentors

[08:21 - 14:52] Closing Segment

Chris shares that risk tolerance should be taken into account when designing a business!
Tune in to this episode to learn more about Chris!

Tweetable Quotes:

“I'm a firm believer. It's not like every space, but in our space, you can get for most people, plenty of deals to satisfy your goals within a 50-mile radius of where you are right in our space.” – Chris Prefontaine

“When you're picking a mentor or a coaching or someone to align with, even if it's a meetup, you got to align there too.” – Chris Prefontaine

You can connect with Chris Prefontaine through:

Website: Smart Real Estate Coach

Facebook: @smartrealestatecoach

YouTube: @smartrealestatecoach

Instagram: @smartrealestatecoach

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Why is it important to have a great attorney for your business? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Chris Prefontaine. Chris is the four-time best-selling author of Real Estate on Your Terms, The New Rules of Real Estate Investing, and Sell With Authority for Real Estate Investors. He’s also founder of the SmartRealEstateCoach.com and host of the Smart Real Estate Coach Podcast.

Join Angel and her esteemed guest to learn how they use buy-and-hold investments to purchase properties without banks and sell them as rentals with the goal of infinite returns with multifamily investments.

Tune in now as Chris gives his insight into the importance of having a great attorney to ensure legal transactions!

[00:01 - 01:30] Building A 5-Million Dollar Real Estate Company

Angel welcomes back, Chris Prefontaine!
Chris is a best-selling author and founder of the SmartRealEstateCoach.com

[01:31 - 12:55] Achieve A Low Default Rate In Rent-To-Own And Owner Financing

His family began buying and selling properties without using banks
Changing the underwriting process to be more rigid due to understanding what can happen
What is a buy-and-hold strategy in real estate?
Buying all assets without bank financing

[12:55 - 12:21] Exploring Creative Financing Solutions To Avoid Banks Loans And Foreclosures

Get a great attorney for creative financing
Avoid buying anything on a bank loan
Avoid bank loans and foreclosures
Pivot with the owner and put the bank in the title

[12:22 - 15:14] Closing Segment

Chris shares his insight into the importance of having a great attorney to ensure legal transactions!
Tune in to this episode to learn more about Chris!

Tweetable Quotes:

“We treat it like as if they’re buying if you have the right person. They're not a tenant that wishes to someday, maybe perhaps buy that has their life messed up. It's a true buyer that truly needs time to get their start with their own business.” – Chris Prefontaine

“The key thing is here, get a good attorney. But they'll help you put that in trust whereby if anything ever happened, you can pivot with the owner, you can put them back on title. There are so many things you can do.” – Chris Prefontaine

You can connect with Chris Prefontaine through:

Website: Smart Real Estate Coach

Facebook: @smartrealestatecoach

YouTube: @smartrealestatecoach

Instagram: @smartrealestatecoach

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can real estate audiobooks help you hone your skills? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Adam Zach. Adam explores the financial implications of investing with someone who has access to capital and is willing to share the risk. He emphasizes due diligence when finding a property, considering repair costs in their offer price, and cautioning against falling in love with a property.

Join Angel and her esteemed guest touches on how audiobooks can help children practice negotiation skills and solve their own problems.

Tune in now as Adam shares his insights into the financial side of real estate investments, hear tips on negotiation, and find out how audiobooks can help you hone your skills!

[00:01 - 02:30] Learn How To Maximize Your Returns And Minimize Your Risks

Angel welcomes back, Adam Zach!
Real estate professionals can deduct passive income against all income

[02:31 - 12:55] Applying Due Diligence To Avoid Costly Mistakes

Health and relationships should be prioritized over chasing tax strategies
Partnering with someone who has the cash to invest can help to get deals done
Due diligence and hiring someone to check for issues
Get estimates from a foundation person to calculate the cost of fixing into the offer price

[12:55 - 18:35] Never Say “No” To A Deal

Never say no to a deal, make someone else say no
The four different ways to say “No”
Negotiation is not just when purchasing a deal
Networking is important for real estate success

[18:36 - 21:02] Closing Segment

Adam shares his insights into the financial side of real estate investments!
Tune in to this episode to learn more about Adam!

Tweetable Quotes:

“If you get emotional over the long term, you're going to save yourself a lot of emotional pain. But I think, it's pretty cool that this could be a really nice house for someone which is desperately needed in the industry of actually trying to find good housing for people.” – Adam Zach

“I never want to say no, you can't, because it just closes off any opportunity.” – Adam Zach

You can connect with Adam Zach through:

Website: Home Equity Partner

Website: Engineering REI

Facebook: Home Equity Partner

YouTube: Home Equity Partner

LinkedIn: Adam Zach

Facebook: Chess Chief

Podcast: The Pre-Approved Podcast

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How do you make team-based real estate investing work? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Adam Zach. Adam talks about leveraging debt to build wealth through single-family homes, this couple shares their experience and advice on how to make it work.

Join Angel and her esteemed guest discuss the importance of delegation, tapping into resources such as real estate meetups and agents, and understanding one’s own strengths and weaknesses.

Tune in now as Adam emphasizes the idea of covering expenses through creative solutions rather than relying solely on income from a job!

[00:01 - 03:59] Finding Success In Real Estate Through Opposite Strengths

Angel welcomes back, Adam Zach!
Delegating pieces of investment to those with strengths can make it easier, faster, and more efficient

[04:00 - 07:53] Understanding The Benefits Of Leveraging Debt

When starting out, you have to wear all the hats to learn what you like and don’t like
Good debt is creating something for you without having to pay for it
Understand the wealth play versus the cashflow play
Appreciation is icing on the cake, but in general, people make a lot of money with real estate simply by holding

[07:54 - 18:00] Covering Expenses Than Replacing Income

Cash flow isn’t what you think it should be
Leverage comes with some risk
Cash flow is a metric that people are after to give them permission to not work 60 hours a week
Everyone needs their own comfort number for their safety net

[18:01 - 25:11] Closing Segment

Adam shares how people should think about covering expenses rather than replacing income!
Tune in to this episode to learn more about Adam!

Tweetable Quotes:

“I always liked the cashflow play and that the appreciation is icing on the cake, but realize that in general, people make a ton of money with real estate simply by just holding as long as you have the liquidity to float a noncash flowing asset if you believe in the growth of the area.” – Adam Zach

“Cashflow is one metric that is what people are after to give them permission to not work 60 hours a week.” – Adam Zach

You can connect with Adam Zach through:

Website: Home Equity Partner

Website: Engineering REI

Facebook: Home Equity Partner

YouTube: Home Equity Partner

LinkedIn: Adam Zach

Facebook: Chess Chief

Podcast: The Pre-Approved Podcast

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How do you create success by delayed gratification? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Adam Zach. Adam (pronounced Adam “Zock”) has a magnificent obsession with learning and is addicted to personal growth. He is a family man with a business, not a businessman with a family.

He retired from the Civil Engineering profession at age 32 through real estate investing. He currently holds 50 single-family rentals in 13 different states along with various alternative investments. His main passion is helping working dads with young kids achieve time freedom through real estate investing. At age 35, Adam lives in North Dakota with his amazing wife and 3 young kids ages 5, 3, & 1.

Join Angel and her esteemed guest teaches listeners in partnership building, calculated risk-taking, and understanding reward-to-risk ratios.

Tune in now as Adam provides his insight on how to maximize returns while minimizing risk and ensuring long-term success!

[00:01 - 01:25] Delaying Gratification For Long-Term Success

Angel welcomes back, Adam Zach!
Adam is the co-founder of Home Equity Partner

[01:26 - 10:44] Leveraging Your Resources To Maximize Real Estate Investment

He talks about the marshmallow test and how it applies to delayed gratification
Low level of risk when dealing with residential real estate
Leverage capital, resources, network, and area knowledge
Limited partnerships are a great way to get into passive income

[10:45 - 16:40] Finding Success Through Risk

People partnerships are a great way to get into passive income
Finding a house substantially under market value to break even if things go south
Valuing the education of the process and having numbers to back it up
Taking risks and having a complimentary skillset with your partner

[16:51 - 21:32] Closing Segment

Adam advises listeners to talk through decisions and put on different hats when needed!
Tune in to this episode to learn more about Adam!

Tweetable Quotes:

“One thing my dad just ingrained in me was delayed gratification. And I think that's one of the strongest skill sets, especially in today's day and age to be able to exercise just the ability to delay gratification, which is kind of version one, but then version two is actually applying that appropriately.” – Adam Zach

“I'm going to get into this deal and it might make money or the worst case. I either have insurance and I learned something, or I break even. And if that's like the worst case that happens, that's a great two-to-one. Reward to risk ratio that can oftentimes get us out of our own way.” – Adam Zach

You can connect with Adam Zach through:

Website: Home Equity Partner

Website: Engineering REI

Facebook: Home Equity Partner

YouTube: Home Equity Partner

LinkedIn: Adam Zach

Facebook: Chess Chief

Podcast: The Pre-Approved Podcast

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Why is it important to have a team that can motivate you and push each other further to achieve far more than going alone? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Chad Zdenek. Chad dives into the economics of real estate and how to navigate different markets. He explores migration patterns, rent control, and the cost of running a multifamily property.

Join Angel and her esteemed guest talks about the value of connecting with other investors through mastermind groups and networks to leverage experiences, as well as their own experience where they were able to close their first deal with the help of a coach.

Tune in now as Chad shows listeners how different superpowers come into play – like being good at making people feel comfortable, paying attention to detail, or delivering bad news without causing people to become defensive!

[00:01 - 02:22] Understanding The Cost Of Multifamily Real Estate

Angel welcomes back, Chad Zdenek!
People may complain about rent increases, but they don’t care about taxes or insurance
Supply chain issues are creating upward pressure on pricing

[02:23 - 08:53] The Benefits Of Mastermind Groups

Migration patterns are affecting demand in different areas
Rent control is not necessarily better in some areas
Investors look at reviews for properties, but they don’t know what’s going on inside
Real estate investing required due diligence and understanding that A, B, or C property won’t get a 4.5 rating

[08:54 - 20:03] Discovering Your Real Estate Superpowers

Mastermind groups and networking groups are helpful for finding solutions to similar challenges
Investing in coaching is important as it can help you avoid mistakes and reach goals faster
The different ways to get into real estate regardless of background
Superpowers such as attention to detail, talking to people, and delivering bad news

[20:04 - 26:50] Closing Segment

Chad shares how it important is to have a team that can motivate you and you can push each other to achieve more!
Tune in to this episode to learn more about Chad!

Tweetable Quotes:

“If you want to go fast, go alone. But if you want to go far, go together.” – Chad Zdenek

“It doesn't matter what you and I think either, right? It doesn't matter what the tenants think, it doesn't matter what we think, what matters is what the market thinks.” – Chad Zdenek

You can connect with Chad Zdenek through his:

Website: CSQ Properties

Instagram: @csqproperties

Facebook: CSQ Properties

Tiktok: @Chad.Zdenek

YouTube: @csqproperties

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How is investing in hard assets can help preserve your purchasing power? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcomes back Chad Zdenek. Chad explores the journey of getting into real estate and how it can lead to financial and location freedom. He investigates the differences between self-management and having a property manager.

Join Angel and her esteemed guest provides information on the advantages of living in a place with no income taxes, affording passive income streams, and investing in real estate and self-directed IRAs as a means of combatting inflation.

Tune in now as Chad shares with the listeners that investing in hard assets such as real estate can help preserve one’s purchasing power as the cost of everything increases!

[00:00 - 01:07] The Challenges Of Investing In LA

Angel welcomes back, Chad Zdenek!
Collecting rent and replacing fridges when needed

[01:08 - 07:06] Achieving Financial Freedom Through Passive Income

Residents must meet certain requirements to be qualified renters
Sticking to a business plan and modifying as needed is important
Lenders were understanding during difficult times
Changes in CapEx scheduling could have made it less horrible

[07:07 - 16:51] Real Estate As An Inflation Hedge

Real estate is the best get-rich-slowly scheme
Tax savings can bolster disposable income
Passive income shielded from taxes can be a big benefit to high-income earners
Hard assets like apartments or self-storage fluctuate with the market and maintain the value

[16:52 - 21:08] Closing Segment

Chad shares how real estate is an inflation hedge as rent increases with the cost of everything else!
Tune in to this episode to learn more about Chad!

Tweetable Quotes:

“Real estate's the best get rich slowly scheme out there. You will get rich, but it will take time in most cases and I've actually witnessed that myself.” – Chad Zdenek

“The good thing about real estate is, we like to call it an inflation hedge, which means as the cost of everything goes up. So does rent and that helps preserve some of your purchasing power when the rents have to increase as well.” – Chad Zdenek

You can connect with Chad Zdenek through her:

Website: CSQ Properties

Instagram: @csqproperties

Facebook: CSQ Properties

Tiktok: @Chad.Zdenek

YouTube: @csqproperties

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can real estate provide a lucrative investment opportunity? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Chad Zdenek. Chad Zdenek is a Licensed General Contractor, Professional Engineer, former CEO of Mobile Illumination, and triple Master's Degree graduate. He started out in Construction Management in the mid-1990s working for Swinerton Builders before moving into Structural Engineering technically working as a Rocket Scientist for Boeing/ Rocketdyne on the Space Shuttle Main Engines. Then he joined Mobile Illumination as CEO helping to grow the company by over 2000% in 15 years.

Join Angel and her esteemed guest to talk about the advantages of combining multifamily investments with self-storage investments and his experience paying attention to details while networking with groups and masterminds.

Tune in now as Chad shares why he believes real estate can be a lucrative investment opportunity for those willing to take calculated risks!

[00:01 - 01:20] Diversifying Into Self-Storage And Multifamily

Angel welcomes back, Chad Zdenek!
Chad is a licensed general contractor, professional engineer, former CEO of Mobile Illumination, and a triple Master’s Degree graduate
He is currently investing in multifamily properties and self-storage in California and other states

[01:21 - 06:36] Taking The Leap Into Real Estate Investing

Diversifying into self-storage due to changing regulations in California
Being aware of different asset classes such as:
Industrial
Retail
Office
Multifamily
Self-Storage

[06:37 - 12:27] Calculated Risks And Big Tax Refunds

Teaming up with a group of syndicators to do their own self-storage
Essential workers were necessary to keep the economy running during the pandemic
Tax advantages are a great benefit of investing in real estate
Budgeting and maintaining cash flow can be challenging when working without a W2

[12:28 - 18:15] Closing Segment

Chad shares why he believes reale state can be a lucrative investment opportunity for those willing to take calculated risks!
Tune in to this episode to learn more about Chad!

Tweetable Quotes:

“There's something to be said when you're managing cardboard boxes instead of managing tenants.” – Chad Zdenek

“I paid attention to a lot more details than I might have otherwise, but you do all that stuff and you also keep an open mind and you learn, you join networking groups and mastermind groups and stuff like that and you pull it off, right? Make it happen.” – Chad Zdenek

You can connect with Chad Zdenek through her:

Website: CSQ Properties

Instagram: @csqproperties

Facebook: CSQ Properties

Tiktok: @Chad.Zdenek

YouTube: @csqproperties

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Why are relationships important to building exponential growth? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Rebekah Taylor. Rebekah talks about the power of relationships in business. She explores how to make meaningful connections and take advantage of opportunities for exponential growth. Learn how to build trust with partners, investors, and colleagues, why investing in quality coaching can be invaluable, and how to stay in control when everything seems out of reach.

Join Angel and her esteemed guest as they dive into the importance of seeking help when needed and being open to advice from those with more experience.

Tune in now as Rebekah provides her insights so that listeners can gain clarity about taking control of their future and achieving financial freedom through entrepreneurship!

[00:01 - 01:32] Exponential Growth Through Relationships

Angel welcomes back, Rebekah Taylor!
Relationships are key to exponential growth

[01:33 - 04:03] Seeking Assistance Can Lead To Financial Success

Building relationships that can be called on later for help and advice
Grind culture of, “Work, work, work” is not ideal
Take care of investors and give more than expected to build trust
Knowledge of how to work with children with special needs or learning disabilities is important

[03:04 - 14:12] The Benefits Of Transparency And Vulnerability In Real Estate Investing

Incorporating past experiences to shape and mold the future
People get into space and think they can find free resources
Investing in a coach has been worth its weight in gold
Being transparent and vulnerable can build deeper relationships and satisfy investors

[14:13 - 21:33] Closing Segment

Rebekah shares how transparency plays a big part of transparency is huge and being real builds long-term success!
Tune in to this episode to learn more about Rebekah!

Tweetable Quotes:

“You're going to build so much deeper relationships, satisfied investors, and long-term success. If you can be real and learn there was a mistake, learn from it and figure out how to work through it, navigate it and have some support along the way.” – Rebekah Taylor

“Everything happens for a reason. Everything that we've learned in the past, we can apply to where we're going now.” – Rebekah Taylor

You can connect with Rebekah Taylor through her:

LinkedIn: Rebekah Taylor, MBA

Facebook: Taylored Investments

YouTube: @tayloredinvestments

Instagram: @taylored_investments

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can we provide more visibility to autism that will lead to more research into the assisted living scene? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Rebekah Taylor. Rebekah dives into the complexities of providing assisted living facilities for those with autism. She discusses how medical, residential, and business components come together to create an environment that is both safe and accepting for those with autism.

Join Angel and her esteemed guest highlights their struggles when they faced such as elopement and frustration.

Tune in now as Rebekah shares her advice as a parent or caregiver looking to better understand how to provide quality care for individuals with autism!

[00:01 - 01:09] Navigating Assisted Living For Individuals With Autism

Angel welcomes back, Rebekah Taylor!
Assisted living is a complex beast with residential, business, and medical components

[01:10 - 03:46] The Challenges And Opportunities With Real Estate

Demand for therapeutic facilities for individuals with autism is high
There is a need for assisted living facilities that focus on people with autism
Living with autism in the family and the visibility of it is increasing

[03:47 - 07:56] Pivot And Manage Quicker With Property Managers

Visibility will lead to more research into the assisted living scene
Parents of children with autism are doing amazing work to care for their children
Being a parent has made her better able to maneuver and pivot quicker
Hiring a property manager to deal with some of the repairs in the business

[07:57 - 14:50] Closing Segment

Rebekah shares her advice as a parent or caregiver looking to better understand how to provide quality care for individuals with autism!
Tune in to this episode to learn more about Rebekah!

Tweetable Quotes:

“The kids help me just realize why I hired a property manager to be able to not have to deal with some of this crap. They certainly helped ground us and help pivot quicker and be more flexible, adaptable, probably manage our time a little bit better.” – Rebekah Taylor

“Let's find the right people, put them in the right seats, and let's figure out automation. But I just love the principles in that.” – Rebekah Taylor

You can connect with Rebekah Taylor through her:

LinkedIn: Rebekah Taylor, MBA

Facebook: Taylored Investments

YouTube: @tayloredinvestments

Instagram: @taylored_investments

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How does one get over misconceptions about money into becoming a millionaire? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Rebekah Taylor. Rebekah shares her journey from tech sales and marketing to a successful real estate investor. Rebekah talks about her decision to leave her tech job in 2020 and get her real estate license, as well as the strategies she used to broker deals and begin passive investing with a private equity firm.

Join Angel and her esteemed guest provides insight into how to foster an all-encompassing approach to investing that not only focuses on real estate but also takes into account one’s family, health, and well-being.

Tune in now as Rebekah offers her advice on how to talk about money and investments when growing up in a religious environment where money is seen as bad!

[00:01 - 01:30] Finding Success And Balance

Angel welcomes back, Rebekah Taylor!
Rebekah has a background in tech, working in sales and marketing for 10 years

[01:31 - 07:08] Building A Brand And Financial Freedom Through Real Estate

She got her real estate license, started brokering deals, and joined a private equity firm
Residential is easier than multifamily investing
Having a residential portfolio with 6 single family homes
Utilizing a property manager to manage 70 residential units

[07:09 - 14:51] A Taylored Investmentment Story

Her background in marketing has been able to apply principles from successful brands to her own
Her passion for real estate investing and creating financial freedom
She wants to be a good resource for investors
Misconceptions about money can make it hard to talk about becoming a millionaire

[14:52 - 22:51] Closing Segment

Rebekah offers her advice to her listeners on how to talk about money and investments growing up in a religious environment!
Tune in to this episode to learn more about Rebekah!

Tweetable Quotes:

“Having a property manager definitely helped a lot with my stress level. I don't love that side of it. So, to be able to find the right person and hand off the keys, that's been really helpful.” – Rebekah Taylor

“At the core of my heart is like, how can we be a good resource and add value to people, because at the end of the day what's really going to make us happy is giving back and being there to support other people as well as obviously, we have to take care of ourselves, but I want to help take care of other people as well.” – Rebekah Taylor

You can connect with Rebekah Taylor through her:

LinkedIn: Rebekah Taylor, MBA

Facebook: Taylored Investments

YouTube: @tayloredinvestments

Instagram: @taylored_investments

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can you identify a high-net-worth individual? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Branden Cobb, MBA. Branden discusses the importance of understanding customer acquisition cost, how to use testimonials to build trust, and exploring companies like Apple Cart that can help get ads in front of wealthy audiences.

Join Angel and her esteemed guest dives into the importance of having a consistent nurturing process when comparing leads from different sources.

Tune in now as Branden shares all about targeting high-net-worth individuals!

[00:01 - 01:09] How To Generate Leads And Build Trust

Angel welcomes back, Branden Cobb!
To target a high-net-worth individual, one must be introduced by someone already in the circle
There are companies that specialize in targeting people like the President of the United States or a CEO of a certain company

[01:10 - 03:46] Customer Acquisition And Reinvesting Profits For Growth

Building trust with high-net-worth individuals
Testimonials can be used to attract other high-net-worth individuals
Focus on customer acquisition costs rather than per lead/click costs
Reinvest profits to grow the lead generation program
Aim to get leads that close at or below the profitability level

[03:47 - 07:56] Analyzing Lead Quality And Conversion Rates To Maximize Investment Returns

The quality of the lead is more important than the conversion rate
Nurturing process needs to be consistent to compare lead sources and quality
Higher-priced investors may cost more but may be more loyal and have a longer investment life
Providing an extra level of service to high-net-worth investors may be beneficial for customer loyalty

[07:57 - 14:50] Closing Segment

Branden shares how to target how net-worth individuals and improve customer loyalty!
Tune in to this episode to learn more about Branden!

Tweetable Quotes:

“It is important that the nurturing process, whether it's human-based, whether it's automation based needs to be consistent in order to compare the lead sources and the lead quality.” – Branden Cobb

“If you have a high-net-worth investor, you may want to provide an extra level of service to make sure they're happy and retain them.” – Branden Cobb

You can connect with Branden Cobb through his:

LinkedIn: Branden Cobb

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can a business make use of marketing and handle leads for the benefit of their company? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome back Branden Cobb, MBA. Branden dives into the reality of how data is collected and used to target potential customers. He shares the importance of the lead collection, utilizing IP address tracking, pixel tagging, and being aware of when we are providing permission for companies to access our data.

Join Angel and her esteemed guest discuss the best practices such as meeting in public places for safety reasons and confirming that people are coming alone to an appointment prior to the meeting.

Tune in now as Branden shares how data can be used in marketing and how to handle leads properly!

[00:00 - 01:38] Unlocking The Benefits Of Data Collection

Angel welcomes back, Branden Cobb!
Data scraping can be time-consuming and difficult
Making lead collection easy by not collecting more information than necessary

[01:39 - 03:37] Proven Strategies For Lead Generation

Pixel tracking to track IP addresses and match them with data
Leads with certificates are more valuable and can be used to prove contact with authorized
What is a sales funnel?
He suggests contacting the potential leads multiple times and spread-out contact over a period of time

[03:38 - 16:07] Outsource, Internalize, And Cadence For Maximum Profitability

Automate confirmation and reminders for scheduled appointments
Make contacts quickly after a lead is generated
Outsourcing lead generation and then internalizing it for more profit
Leads become more valuable as they move down the funnel

[16:08 - 21:38] Closing Segment

Branden shares how data can make use of marketing and handle leads!
Tune in to this episode to learn more about Branden!

Tweetable Quotes:

“The higher up in the funnel and you catch them, the more profitable because as they get closer to making a decision, they become more valuable people sell them for more money. And if you're buying leads from any source.” – Branden Cobb

“We need to prove the concept and that it's working and that they're converting and then slowly start to bring it in.” – Branden Cobb

You can connect with Branden Cobb through his:

LinkedIn: Branden Cobb

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How do you establish relationships with sellers? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Branden Cobb, MBA. Branden discusses the current economic climate and strategies that brokers can use to generate leads and maximize their return on investment. He explores the importance of building relationships with potential investors and understanding their needs in order to target them with the right opportunities.

Join Angel and her esteemed guest takes a close look at how data collections from cell phones and other devices can be used to target households with ads that are specific to their interests.

Tune in now as Branden shares his tips on how to establish relationships with sellers, as well as the need for credibility and the ability to fulfill buyer needs!

[00:01 - 01:09] Generating Leads In An Unstable Economy

Angel welcomes back, Branden Cobb!
Branden is a marketing extraordinaire who will share ways to generate leads
The economic environment is unstable with foreclosures, inflation, and high unemployment

[01:10 - 03:46] Building Relationships Is Key To Finding Investors

Brokers need to be recognized in the local community & understand the local market
Provide the value of the property and keep them up to date on changes
Understand where sellers are researching and be in those spots
Capture leads in the funnel for the most profitable type of lead

[03:47 - 07:56] Maximizing Lead Generation Efforts In Real Estate

Buyers need credibility and the ability to fulfill needs to convince sellers to work with them
Building out the investor pool and potential properties should be done in tandem
Relationship building is key for successful investments
Lead generation efforts should be efficient to achieve profit

[07:57 - 14:50] Closing Segment

Branden shares his tips on how to establish relationships with sellers!
Tune in to this episode to learn more about Branden!

Tweetable Quotes:

“I've always considered real estate being a human-first relationship business. And I think that holds very true there's a lot of companies out there right now that are trying to make it all technology-based a very human-based business.” – Branden Cobb

“If you don't have much of a marketing background, I would suggest reaching out to a digital ad agency. And that's where I was saying to about, once you have also an IP address, whether it be from your phone or a laptop, come to your website then you'll be able to keep retargeting that over and over again.” – Branden Cobb

You can connect with Branden Cobb through his:

LinkedIn: Branden Cobb

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Why is it important to have mental toughness in business? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Crystal Lou. Crystal is a Capital Raising & Executive Business Development Leader. She is the Founder/CEO/COO of CLou Capital. A Real Estate Investment and Development firm. She adds 10X Value To Your Life & Businesses she works with. Her business card reads a lot of different titles as you can see, but if you look carefully for the fine print, you'll see Corporate Fairy Godmother spelled out in invisible ink.

Join Angel and her esteemed guest to discuss the importance of being mindful of who you give access to and using your connections wisely

Tune in now as Crystal discusses the process of developing a project, from start to finish including land entitlements, soil testing, equity, and debt in order!

[00:01 - 01:19] The Mental Toughness Behind Achieving Goals

Angel welcomes back, Crystal Lou!
Mental toughness is key to success

[01:20 - 07:54] The Hard Work Of Dedication And Sacrifice For The Benefit Of The Business

Audit your circle and be aware of those who don’t grow with you
Hard work, dedication, and sacrifice are necessary to benefit your business
Nurture relationships and build them before making introductions
Get contracts in place before doing business with someone

[07:55 - 13:03] The Internal Communication When Executing A Project

Execution of a project can take anywhere from 30 days to 90 days, depending on the phase of the project
If everything is in order, execution can be done quickly
The project can take anywhere from 2 years to 10 years, depending on the size of the project
Internal communication software is being built to keep track of who is doing what and who is getting tagged next

[13:04 - 18:12] Closing Segment

Crystal shares the process of developing a project from start to finish!
Tune in to this episode to learn more about Crystal!

Tweetable Quotes:

“You have to leave people behind… You want the benefits of it, but you don't want to do the hard work dedication, and sacrifice of the shit that I'm doing, it's a hard decision, but it's for you.” – Crystal Lou

“We put time and effort with the clients that we have, but also the projects we're working for… Everyone has their role in regards to what they're doing, we're also building internal communication software to make it.” – Crystal Lou

You can connect with Crystal Lou through her:

Website: Cloud Capital LLC

LinkedIn: Crystal Lou

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Why is important to get everyone involved in the business? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Crystal Lou. Crystal is a Capital Raising & Executive Business Development Leader. She is the Founder/CEO/COO of CLou Capital. A Real Estate Investment and Development firm. She adds 10X Value To Your Life & Businesses she works with. Her business card reads a lot of different titles as you can see, but if you look carefully for the fine print, you'll see Corporate Fairy Godmother spelled out in invisible ink.

Join Angel and her esteemed guest explores how self-reflection and healing is necessary in order to reprogram your mind for success.

Tune in now as Crystal reminds listeners that it’s not just about making money but about making sure everyone involved wins in the long term!

[00:01 - 01:28] Unlocking Exponential Growth Through Relationships

Angel welcomes back, Crystal Lou!
Helping people do economic impact studies for huge projects

[01:29 - 04:31] Forging Relationships And Growing Businesses

Making a change that will affect the lives of people for generations to come
Taking risks and partnering with amazing people
Adding revenue streams to projects
Integrating tech infrastructure, solar panels, marketing campaigns, etc.

[04:32 - 13:25] Reprogram Your Mind To Think Positively

Focus on relationships for exponential growth
Business is all about relationships and helping people, not just about making money
Vetting potential partners to ensure integrity and won’t try to take advantage
Reprogramming your mind to think positively and have grace for yourself

[13:26 - 21:54] Closing Segment

Crystal reminds listeners to get everyone involved in the business because it is important in the long term!
Tune in to this episode to learn more about Crystal!

Tweetable Quotes:

“I don't do what I do for me. I do it for other people around me.” – Crystal Lou

“I'm not in it for the money. If you were to ask anybody that I have right now, they will tell you I'm like, a generally good person and I try to do right by the people and have integrity to them because I would want it in return..” – Crystal Lou

You can connect with Crystal Lou through her:

Website: Cloud Capital LLC

LinkedIn: Crystal Lou

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How do you eliminate risk and overhead? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Crystal Lou. Crystal is a Capital Raising & Executive Business Development Leader. She is the Founder/CEO/COO of CLou Capital. A Real Estate Investment and Development firm. She adds 10X Value To Your Life & Businesses she works with. Her business card reads a lot of different titles as you can see, but if you look carefully for the fine print, you'll see Corporate Fairy Godmother spelled out in invisible ink.

Join Angel and her esteemed guest offers access to multiple avenues for capital infusions, project management services, performance packages, marketing materials, joint ventures, and subcontractors, all of which can help save money on projects.

Tune in now as Crystal provides everything from concept keys and real estate to manufacturing plants, all while helping people succeed with different options to grow their businesses!

[00:01 - 01:17] Helping People Build A Legacy And Make A Difference

Angel welcome, Crystal Lou!
Crystal Lou is the founder, CEO, and COO of Clou Capital

[01:18 - 08:52] Growing Your Business With Operating Capital

Due diligence is important when it comes to finding the right partners for projects
Referrals are given to people who have worked with and are known to be reliable
Helping clients find operating capital and other avenues of financing
Introducing resources to help clients grow their business

[08:53 - 17:15] Eliminating Risk And Overhead To Maximize Profit Margins

Cutting project costs by bringing in relationships and managing projects internally
Aiming to help clients succeed in their businesses and make an impact on others
Eliminate fluff and overhead to maximize profit margin
Save time and money by managing day-to-day operations
Handle everything from concept to keys for ground-up projects

[17:16 - 24:43] Closing Segment

Crystal provides listeners with key concepts and introduces resources to help your companies grow!
Tune in to this episode to learn more about Crystal!

Tweetable Quotes:

“It's really making sure that the partners and JVs, that you have in play, are people that you would like to go to war with because if you get in the wrong ones, it can really mess you up.” – Crystal Lou

“You don't need to deal with a lot of the fluff, that's a risk, and that's the liability that you don't need. So we'll eliminate all of it. So we cut out a lot of the fluff that you don't need on a project to make it so that you can make as much profit margin as you can on a project, eliminate risk, and eliminate overhead.” – Crystal Lou

You can connect with Crystal Lou through her:

Website: Cloud Capital LLC

LinkedIn: Crystal Lou

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can non-profits affect change in our communities? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Charles Williams, Charles is the CEO and Founder of Pioneer Realty Capital shares over 20 years of experience in the commercial real estate industry to teach you how to win in commercial real estate. We are committed to educating and informing you about how to identify good real estate opportunities, the major role of capital markets, and delivering you the most up-to-date commercial real estate news, advice, and insight.

Join Angel and her esteemed guest explores the impact of initiatives by looking at two different families, one with a lower level of education and the other with higher education. The importance of investing in tangible assets such as residential and commercial real estate, rather than paper assets, to protect against inflation.

Tune in now as Charles discusses how non-profits are taking action to create long-term change in our communities!

[00:01 - 01:09] Nonprofit Creates Programs to Help Prevent Homelessness

Angel welcomes back, Charles Williams!
Nonprofit organizations have tax-exempt municipal bonds

[01:10 - 03:46] From Migrant Farming To Real Estate Investing

Nonprofits can receive public grants and donations to acquire properties and maintain communities
Charitable programs such as rental assistance programs
Social workers are assigned to individuals who need assistance
These programs can help prevent individuals from going homeless with 60-days’ worth of help

[03:47 - 07:56] Protect Your Assets By Investing In Real Tangible Assets

Investing in hard assets like residential and commercial real estate is beneficial to create wealth
Private sectors can do more help than government programs
Tangible assets have a real value associated with them and protect the value of one’s dollar

[07:57 - 14:50] Closing Segment

Charles shares that nonprofits can take action to create long-term change in our communities!
Tune in to this episode to learn more about Charles!

Tweetable Quotes:

“It only takes a little to make a huge difference.” – Charles Williams

“For people that want to protect the value of their dollar, they absolutely want to put it in real tangible assets, whether that's residential or commercial real estate.” – Charles Williams

You can connect with Charles Williams through his:

Website: The Capital Playbook

Website: Pioneer Realty Capital

LinkedIn: Charles Williams

LinkedIn: Pioneer Service

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can you combat inflation? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Charles Williams, Charles is the CEO and Founder of Pioneer Realty Capital shares over 20 years of experience in the commercial real estate industry to teach you how to win in commercial real estate. We are committed to educating and informing you about how to identify good real estate opportunities, the major role of capital markets, and delivering you the most up-to-date commercial real estate news, advice, and insight.

Join Angel and her esteemed guest as discuss how public charities can provide access to the bond market, allowing them to own real estate and provide vouchers in areas that would otherwise be inaccessible.

Tune in now as Charles as he explores ways to combat the growing problem of inflation and why is it possible for everyone in America to have access to affordable housing!

[00:01 - 01:27] How Pioneer Realty Capital Is Helping To Create Affordable Housing Solutions

Angel welcomes back, Charles Williams!
The nonprofit has access to public credit markets and can act as a de facto government entity
Pioneer Realty Capital is the exclusive developer and advisor to the nonprofit

[01:28 - 05:22] Create Your Own Financial Freedom

His goal is to own 155, 000 apartment communities throughout the US
Accepting Section 8 vouchers to ensure people have a place to live
Public charities are not subject to property tax
They can develop the market-rate property and convert it into affordable housing

[05:23 - 17:29] Providing Solutions To The Crisis In Affordable Housing

Large institutional financial investors used to invest heavily in mortgages prior to the mortgage crisis
The value of the dollar has decreased over 30 years
Large corporations are buying up large portfolios of single-family homes for rent driving up demand and prices
A crisis in affordable housing, with many people unable to afford a place to live

[17:30 - 22:59] Closing Segment

Charles reminds listeners that it is possible to create your own financial freedom!
Tune in to this episode to learn more about Charles!

Tweetable Quotes:

“Our organization is designed to build awareness and also we take these resources. We provide the housing, we maintain the housing, we understand that we have a responsibility to that community to make that affordable housing community, the best looking, the best run operation in that town.” – Charles Williams

“A lot of a bad things happen in plain sight. And I can tell you over the last 10 years, something terrible is occurring as it relates to single family housing, I can tell you this from an economic history perspective.” – Charles Williams

You can connect with Charles Williams through her:

Website: The Capital Playbook

Website: Pioneer Realty Capital

LinkedIn: Charles Williams

LinkedIn: Pioneer Service

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

What is the importance of financial education? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Charles Williams, Charles is the CEO and Founder of Pioneer Realty Capital shares over 20 years of experience in the commercial real estate industry to teach you how to win in commercial real estate. We are committed to educating and informing you about how to identify good real estate opportunities, the major role of capital markets, and delivering you the most up-to-date commercial real estate news, advice, and insight.

Join Angel and her esteemed guest as they explain his plans for investing in commercial real estate and how he is using his engineering skills and financial expertise to achieve success

Tune in now as Charles provides an insight into the world of finance and real estate, as well as an understanding of how inflation works and its effects on the US Dollar!

[00:01 - 01:53] From Engineer To Real Estate Developer

Angel welcomes back Charles Williams!
Charles is the CEO and Founder of Pioneer Realty Capital
He started his career as an engineer and worked for a Fortune 500 company

[01:54 - 06:31] The Impact Of Inflation On Real Estate And The Economy

He went back to school and earned a master’s degree in accounting and finance
How he used his engineering skills to do financial engineering to make deals work
He believes the recovery from the current economic situation will take longer than what is being reported
What is inflation and how does it affect the economy?

[06:32 - 14:34] How A Weaker Dollar Can Lead To Homelessness

The value of money is determined by supply and demand
Rents will go up due to inflation, but wages may not increase
Companies are fat with cash but may lay off if their cash reserves are threatened
People that are living paycheck to paycheck are one crisis away from homelessness

[14:35 - 22:21] Closing Segment

Charles provides her insights into the world of finance and real estate!
Tune in to this episode to learn more about Charles!

Tweetable Quotes:

“The companies that have a lot of cash and a lot of these major corporations, they want to keep their cash. So, if they feel that their cash reserves are threatened, what do you think they're going to do? They're going to lay off.” – Charles Williams

“Most people, unfortunately, are living paycheck to paycheck. And so, as a result, we're going to have a big problem and we are having a big problem with affordable housing, we're having a big problem with homelessness, people are generally 1 paycheck away from losing everything.” – Charles Williams

You can connect with Charles Williams through her:

Website: The Capital Playbook

Website: Pioneer Realty Capital

LinkedIn: Charles Williams

LinkedIn: Pioneer Service

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Why is it important to take care of yourself as it is in real estate investing? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Vish Muni, Vish is the Co-founder of PGL Properties LLC a Commercial Real Estate Investment company, extending investment opportunities.

He has over 20 years of Experience as Small Business Entrepreneur, IT Professional, active real estate agent, and full-time Commercial Real Estate Investor.

Join Angel and her esteemed guest as they discuss the importance of making time for the important things in life. They cover how to eliminate distractions and not get into comparison with others.

Tune in now as Vish reminds listeners that taking care of yourself is essential in order to take care of others and that even if it takes time and commitment, it’s worth prioritizing what’s important to us!

[00:01 - 02:14] Balancing Priorities In Real Estate Investing

Angel welcomes back, Vish Muni!
Eliminating distractions and focusing on your lane

[02:15 - 06:56] Finding Your Passion And Taking Care of Oneself

Prioritizing things that money can’t buy like family, memories, and health
Finding a balance between getting wealthy and creating memories
Making time for fitness even if it’s difficult
The importance of taking care of oneself before taking care of others

[06:57 - 16:05] Financial Freedom Through Education And Time Freedom

Finding one’s true passion and making sure to enjoy the time spent doing it
Real estate investing is fun and exciting as no two properties are the same
Spending quality time with family and learning about sustainability, composting, and trail walks
Every skill is necessary for a deal, so no one should be excluded

[16:06 - 22:41] Closing Segment

Vish reminds listeners that it is important to take care of oneself as it is important to invest in real estate!
Tune in to this episode to learn more about Vish!

Tweetable Quotes:

“If you're not fit, you can't take care of anybody. I need to be fit for myself first. That's for selfish reasons and only if I'm fit, I can take care of the people who are dependent on me.” – Vish Muni

“Every skill is necessary for a deal. So, just because someone doesn't know underwriting, that doesn't mean they're out of the deal. They could be really good at raising capital. They could be really good at investor relations or broker relations, property management, or asset management. So, there are so many things to do in a deal.” – Vish Muni

You can connect with Vish Muni through her:

Website: PGL Properties LLC

LinkedIn: Vish Muni

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can you utilize your social media to stay accountable and reach your goals? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Vish Muni, Vish is the Co-founder of PGL Properties LLC a Commercial Real Estate Investment company, extending investment opportunities.

He has over 20 years of Experience as Small Business Entrepreneur, IT Professional, active real estate agent, and full-time Commercial Real Estate Investor.

Join Angel and her esteemed guest as they explore the importance of educating investors when making investment decisions. They focus on the power of self-discipline and accountability, drawing from our guest’s personal experience of completing a marathon despite not having been a health nut before.

Tune in now as Vish shares his tips on how to use social media as a way to stay accountable and reach your goals!

[00:01 - 02:19] Education Makes A Difference For Successful Investing

Angel welcomes back, Vish Muni!
Dealing with cosmetic issues, like replacing doors and doorknobs, carpet in hallways, etc.

[02:20 - 06:46] The Power Of Discipline And Accountability

A pest control business owner had a bug problem that couldn’t be solved
Other investors saw potential and opportunity in the property
Educate investors on the class of property and why there is a difference between the two investments
Reviews are important and need to be taken care of

[06:47 - 11:20] Achieving Fitness Goals

Be honest with investors about what you know and don’t know
Unexpected expenses can put a pause on things
The need to rebuild reserves to get back into a better mode for investors
Exercise is a non-negotiable, do what works for you

[11:21 - 20:55] Closing Segment

Vish shares his tips on how to utilize social media as a way to stay accountable!
Tune in to this episode to learn more about Vish!

Tweetable Quotes:

“The key is maintaining that discipline was what being accountable and that made it more challenging. I made a big deal about going on social media and telling the whole world, well, this is what I'll be doing and you can hold me accountable for it.” – Vish Muni

“When the investor talks to you, which means he or she decided to buy, we need to walk them through the process. We need to educate them; we need to give them confidence. And as investors, we need to educate them. It's a primary responsibility.” – Vish Muni

You can connect with Vish Muni through her:

Website: PGL Properties LLC

LinkedIn: Vish Muni

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Do you want to know more about syndications, joint ventures, and due diligence? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Vish Muni, Vish is the Co-founder of PGL Properties LLC a Commercial Real Estate Investment company, extending investment opportunities.

He has over 20 years of Experience as Small Business Entrepreneur, IT Professional, active real estate agent, and full-time Commercial Real Estate Investor.

Join Angel and her esteemed guest as they emphasize the importance of having mentors and coaches to help you navigate the complexities of this venture, but also stress the need for one to learn from their own mistakes and take responsibility when things don’t go as planned.

Tune in now as Vish encourages listeners to get out of their comfort zone and learn more about syndications, joint ventures, and due diligence!

[00:01 - 01:21] Doing Your Due Diligence In Real Estate Syndications

Angel welcomes, Vish Muni!
Vish is the co-Founder of PGL Properties LLC

[01:22 - 04:05] Hierarchy And Micromanagement In Real Estate Investing

Started with single-family homes in 2009 and transitioned to multifamily/commercial
Real estate investing is full of unexpected challenges, but it’s also exciting
Syndication involves passive investors and joint ventures involve active roles
Real estate investing is like building a ship

[04:06 - 15:14] Stick To What You Are Passionate About In Real Estate

You need to find people who like what they’re doing
The best way to learn is to go through it
It is important to have a coach and mentors to help you avoid pitfalls
Commercial real estate involves utilizing other people’s money, time, experience, and knowledge

[15:15 - 21:27] Closing Segment

Vish shares how it is important to do your own due diligence before investing in joint ventures and syndications!
Tune in to this episode to learn more about Vish!

Tweetable Quotes:

“It’s a business that not too many people get it. Because it's quiet you're becoming a business owner, not just a landlord or an investor. And we don't realize the number of moving parts you got to manage and keep everything in check and balance.” – Vish Muni

“When it comes to investing, property management, and anything on the property, there are other people who are equally passionate or more passionate about doing the things, which we hate to do, but we love to learn to let go of things at some point.” – Vish Muni

You can connect with Vish Muni through her:

Website: PGL Properties LLC

LinkedIn: Vish Muni

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Why do we need networking in real estate? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Vlad Arakcheyev, Vlad discusses the importance of underwriting correctly and how this can save you from costly surprises. He provides why real estate investments are immune to wild fluctuations in prices and move with inflation, as well as why nominal value is not always an accurate measure of growth.

Join Angel and her esteemed guest as they emphasize the need to invest in yourself through meditation, yoga, books, and other activities that help build resilience and expand your horizons

Tune in now as Vlad recommends networking with successful people in order to gain insights into what it takes to achieve success in real estate!

[00:01 - 03:09] Understanding The Difference Between Real And Nominal Value In Real Estate

Angel welcomes back, Vlad Arakcheyev!
Underwriting correctly can help handle bumps in the road
Transparency is important when communicating with investors

[03:10 - 09:42] Break Free From Limiting Beliefs

Real estate moves with inflation and is a tangible asset
The real value is how it feels, while nominal value is the dollar amount
Real estate deals may be found where the nominal price is high
It takes adjustments and pivoting to find these deals

[09:43 - 19:26] Unlocking Your Mindset And Learning How To Negotiate For Success

Vacations don’t need to be expensive or require staying at home
Meditation, yoga, reading books, and being present can help train the mind to break free of limiting beliefs
Freedom of time and location allows for freedom of mind
Learn negotiation and sales skills to be able to sell yourself

[19:27 - 26:19] Closing Segment

Vlad Arakcheyev shares why we need to network with successful people in order to gain insights!
Tune in to this episode to learn more about Vlad!

Tweetable Quotes:

“We don't want to study and be an investor. It's much more beneficial, especially in the tax point and you investing in something real. That's what people are missing..” – Vlad Arakcheyev

“Ultimately the deals are there. You just got to look harder.” – Vlad Arakcheyev

You can connect with Vlad Arakcheyev through her:

Website: Zontik Ventures

LinkedIn: Vlad Arakcheyev

Facebook: @/Vlad.Arakcheyev1/

Instagram: @vlad_arakcheyev

TikTok: @best_apartment_advice

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

What is the importance of understanding the data in real estate investing? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Vlad Arakcheyev, Vlad talks about the importance of understanding the data and how to use it when underwriting a deal. Understanding the data is essential when buying multiple properties quickly and having systems in place to support such deals.

Join Angel and her esteemed guest as they provide their insight on building a strong network and asking for help when needed.

Tune in now as Vlad shares his tips on how to quickly analyze deals and follow up with brokers that will help make your real estate investing dreams come true!

[00:01 - 02:19] Analyze And Understand The Data In Real Estate

Angel welcomes back, Vlad Arakcheyev!
The recon process is important to understand the knowledge of people in the space
Underwriting doesn’t require a model but rather analyzing data and understanding it

[02:20 - 08:17] Partnering With Experienced Operators In Real Estate

Growth should be consistent over time
Have systems in place before buying doors
An experienced operator is key to success
The importance of having an asset management team in place to support acquisitions

[08:18 - 16:06] Solving Bottlenecks And Getting Deals Done

Asking for help and partnering on deals
Reaching out for advice and tips from experienced operators
Underwriting can bog down a lot of people
Providing feedback to brokers helps build relationships and trust

[16:07 - 24:04] Closing Segment

Vlad Arakcheyev provides tips on how to quickly analyze deals and follow up with brokers!
Tune in to this episode to learn more about Vlad!

Tweetable Quotes:

“Don't just rush to get so many doors so quickly, but make sure you get quality stuff because ultimately a process.” – Vlad Arakcheyev

“It's perfectly okay to ask for help because we are all here to support each other, to help each other. Even the most experienced operators that have thousands of doors always reach out.” – Vlad Arakcheyev

You can connect with Vlad Arakcheyev through her:

Website: Zontik Ventures

LinkedIn: Vlad Arakcheyev

Facebook: @/Vlad.Arakcheyev1/

Instagram: @vlad_arakcheyev

TikTok: @best_apartment_advice

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

What is the importance of recon and due diligence in real estate? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Vlad Arakcheyev, Vlad shares his journey of starting from scratch as a graphic designer, getting his real estate license ad joining a membership program to find success as a multifamily investor. He emphasizes the need for doing research to ensure you get the best quality coach to help cut down the learning curve.

Join Angel and her esteemed guest highlights how networking events can be beneficial in taking your career to the next level. He adds that having a strong team and network that you can trust can determine your success in the real estate space.

Tune in now as Vlad highlights the importance of recon and due diligence when it comes to real estate investments!

[00:01 - 01:23] Education And Networking Is The Key To Success

Angel welcomes, Vlad Arakcheyev!
Vlad is a realtor and investor
He started his real estate career as a residential realtor and moved into multifamily investments

[01:24 - 07:47] Networking And Vetting Your Team Members For Real Estate Investing Success

Research programs, coached, and do recon before investing in them
The virtual landscape has opened up opportunities to invest international and in other states
Networking is important for introverts and extroverts alike
Investing passively outside of Texas is now possible

[07:48 - 17:21] The Importance Of Doing Recon and Due Diligence

Vetting team members is key to successful investing
Having a team in place before finding a deal is essential
It’s important to get the right team before starting a deal
Recon is key and it makes you look more experienced

[17:22 - 24:16] Closing Segment

Vlad Arakcheyev shares the importance doing recon and due diligence when it comes to real estate investments!
Tune in this episode to learn more about Vlad!

Tweetable Quotes:

“I found that education was huge… I love the community and I love the education, and without them, I don't think I will be able to grow that quickly. So, education and networking is the key in this business.” – Vlad Arakcheyev

“Vetting your team member is really important because people think that, “Oh, let's find the deal and everything else will fall into place.” That's not it at all. First, you have to have a proper team.” – Vlad Arakcheyev

You can connect with Vlad Arakcheyev through her:

Website: Zontik Ventures

LinkedIn: Vlad Arakcheyev

Facebook: @/Vlad.Arakcheyev1/

Instagram: @vlad_arakcheyev

TikTok: @best_apartment_advice

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can you use the power of commitment to reach your goals? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Ruzanna Queenan, Ruzanna owns a firm called, Queenvest, which focuses on successful women property investors who have big dreams and work hard to have the life that they want. Ruzanna provides financial coaching and planning to help you clarify your goals, create a plan, invest profitably, and create more wealth.

As a financial advisor who specializes in property investors, Ruzanna understands the unique planning needs of her clients and has developed her own planning model, with the help of real estate and tax experts, to plan for property investors accurately. This model has been a game-changer for her clients who for the first time can confidently forecast their property investments and buy properties based on criteria that are based on their wealth and income goals.

Join Angel and her esteemed guest as they discuss how everyone has something different to bring to the table, and how having a strong determination and showing up can take you far regardless of background or circumstances.

Tune in now as Ruzanna highlights the power of commitment to reach your goals despite any obstacles or challenges that may come your way!

[00:01 - 03:12] From Hardship To Financial Independence

Angel welcomes, Ruzanna Queenan!
Growing up with a single mom and saw how hard her mom worked to support the family

[03:13 - 05:51] Overcoming Challenges And Empowering Women

She wanted to focus on women’s financial health due to her own experiences
She has a job as an interpreter for the United Nations and International Monetary Fund
How she started connecting with women and having conversations about money
Women have potential but biology works against them

[05:52 - 12:41] The Power Of Commitment To Your Goals

How she gained experience in simultaneous interpretation and financial systems at a young age
Stepping up to challenges is important
Showing up and being committed is key to success
Goals are great, but commitment is the strongest part

[12:42 - 17:34] Closing Segment

Ruzanna highlights the power of commitment to reach your goals despite any obstacles or challenges that may come your way!
Listeners can visit Queenvest to learn more!

Tweetable Quotes:

“When other people you show up, they take you seriously. And when they believe you and trust you that you will show up, then they show up too, then that's when the magic happens.” – Ruzanna Queenan

“When I first started my own firm, I started to connect with women and have conversations and it just kind of went, from there. Because I think we have so much potential and we have a lot of things going for us, it would be a shame just not to keep that growth going for both of us.” – Ruzanna Queenan

You can connect with Ruzanna through her:

Website: Queenvest

LinkedIn: Ruzanna Queenan

Instagram: @ruzanna_queenan

YouTube: Queenvest

Facebook: Queenvest

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can your mistakes be used to your advantage? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Ruzanna Queenan, Ruzanna owns a firm called, Queenvest, which focuses on successful women property investors who have big dreams and work hard to have the life that they want. Ruzanna provides financial coaching and planning to help you clarify your goals, create a plan, invest profitably, and create more wealth.

As a financial advisor who specializes in property investors, Ruzanna understands the unique planning needs of her clients and has developed her own planning model, with the help of real estate and tax experts, to plan for property investors accurately. This model has been a game-changer for her clients who for the first time can confidently forecast their property investments and buy properties based on criteria that are based on their wealth and income goals.

Join Angel and her esteemed guest as they explore the importance of getting educated on numbers, while also highlighting the lack of female representation in this space. She emphasizes that respect must be earned, not assumed.

Tune in now as Ruzanna as she stresses that learning through experience is key, even if you make mistakes or lose money, it is an opportunity to learn and grow, and become more knowledgeable!

[00:01 - 02:20] Breaking Down Gender Barriers

Angel welcomes, Ruzanna Queenan!
Understanding cash on cash, IRR, average returns, and multiple equities

[02:21 - 08:46] Empowering Women And Dismantling Assumptions

Exposure to numbers is great to learn
Respect needs to be earned from bosses
Treating everybody with respect and being friendly and kindly gets you far
Having a team is essential to have support and managing priorities

[08:47 - 18:09] Gaining Self-Confidence Through Real Estate Investing

Women are braver when it comes to asking questions than men
There is a need for certainty before taking an action
Done is better than perfect
Growth happens when you make mistakes

[18:10 - 20:39] Closing Segment

Ruzanna stresses learning through experience is key as it provides opportunities to learn and grow!
Listeners can visit Queenvest to learn more!

Tweetable Quotes:

“There is a learning curve in anything and everything. Right? So giving up to early is, the best way to just never get through that hurdle and get to the other side and just see results and see growth.” – Ruzanna Queenan

“We want to make sure that we have everything figured out in our heads. But that's never the case. There is no way that you can figure out anything in your head without quitting it into practice and seeing where life takes you.” – Ruzanna Queenan

You can connect with Ruzanna through her:

Website: Queenvest

LinkedIn: Ruzanna Queenan

Instagram: @ruzanna_queenan

YouTube: Queenvest

Facebook: Queenvest

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention you're part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How can you teach good money habits to your children? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Ruzanna Queenan, Ruzanna owns a firm called, Queenvest, which focuses on successful women property investors who have big dreams and work hard to have the life that they want. Ruzanna provides financial coaching and planning to help you clarify your goals, create a plan, invest profitably, and create more wealth.

As a financial advisor who specializes in property investors, Ruzanna understands the unique planning needs of her clients and has developed her own planning model, with the help of real estate and tax experts, to accurately plan for property investors. This model has been a game-changer for her clients who for the first time can confidently forecast their property investments and buy properties based on criteria that are based on their wealth and income goals.

Join Angel and her esteemed guest as she shares her views on the need to create a balanced wealth portfolio between family, career, and money and how real estate investing can play an important role in building wealth quickly.

Tune in now as Ruzanna shares her insights into why assets are sexy and learn strategies for teaching her children good money habits and how to take educated risks!

[00:01 - 01:40] Achieve Total Wealth Through Real Estate Investing

Angel welcomes, Ruzanna Queenan!
Ruzanna is the owner of an investment firm called, Queenvest

[01:41 - 07:48] The Benefits Of Educated Risk And Asset Management

Total wealth is a balance between family, career, and family
Real estate can be a fast wealth builder depending on the asset class
A holistic picture of investment can be life-changing for busy people
Assets are sexy and every woman should have a lot of assets in her own name

[07:49 - 19:12] Building Wealth And Securing A Future Through Real Estate Investing

Education is key to understanding and mitigating risk
Budgeting is not enough; women need to create assets in order to live the life they want
How kids are absorbing it at their own age levels
The main goal of her business is to have a foundation that helps families with rare diseases

[19:13 - 25:08] Closing Segment

Ruzanna shares her insight into why assets are sexy and learn strategies for teaching your children good money habits!
Listeners can visit Queenvest to learn more!

Tweetable Quotes:

“Assets are sexy, and they are because when you have assets in your name, every woman should have a lot of assets in her own name.” – Ruzanna Queenan

“We want to build a portfolio. we want to build wealth and stable cash flow rental properties.” – Ruzanna Queenan

You can connect with Ruzanna through her:

Website: Queenvest

LinkedIn: Ruzanna Queenan

Instagram: @ruzanna_queenan

YouTube: Queenvest

Facebook: Queenvest

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention you're part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

What goes into providing services for people who have special needs? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome back Matt Jones, Matt is the CEO of Hawkwing Capital, which provides support to people interested in real estate syndication. His background in mental health counseling has proved useful in cultivating positive relationships as a real estate investor. He is the proud owner of 40 multifamily units and 244 beds of senior assisted living. Additionally, Matt hosts two podcasts titled The Passive Real Estate Podcast and Pillars of Wealth Creation and authored a book titled Book About Real Estate which reviews renowned real estate investing works. He is currently working to raise capital for significant value-add multifamily properties.

Join Angel and her esteemed guest in diving into the nuances of investing in facilities related to mental disorders or memory care. The importance of not assuming that all individuals with the same disability have the same characteristics, and how investing in residential assisted living facilities can be a great opportunity – but only if done thoughtfully.

Tune in now as Matt dives into understanding the complexities of providing services for those with special needs!

[00:01 - 01:20] Understanding Misconceptions Of ADHD

Angel welcomes, Matt Jones!
People with ADHD do not always have poor enemies

[01:21 - 05:33] Investing In Residential Assisted Living

It is important to understand the perspective of people with disabilities when investing
Investing passively with someone who has a passion for it is recommended
It is important to not judge people by their disability
Huge numbers of people looking for residential assisted living facilities

[05:34 - 10:16] Be Mindful Of The Rules And Regulations Of Different States

The need to be mindful of who is trying to monopolize those numbers
Guidelines, laws, and ratios of nursing care to patient/client
The person in charge needs to know the details and have leadership skills
Ratios vary by state and need someone who knows specific laws

[10:17 - 18:49] Closing Segment

Matt dives into understanding the complexities of providing services for those with special needs!
Listeners can visit Hawk Wing Capital to learn more!

Tweetable Quotes:

“Invest passively with somebody else who has the passion for it.” – Matt Jones

“You got to have somebody in place that knows the details like that as well as has the compassion and care and the leadership skills to support the staff. So, you don't have to have that yourself, but you need to be investing with somebody who does.” – Matt Jones

You can connect with Matt through his:

Website: Hawk Wing Capital

Website: Book About Real Estate

LinkedIn: Matt Jones

Visitsponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention you're part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

How do you give care to the elderly? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome back Matt Jones, Matt is the CEO of Hawkwing Capital, which provides support to people interested in real estate syndication. His background in mental health counseling has proved useful in cultivating positive relationships as a real estate investor. He is the proud owner of 40 multifamily units and 244 beds of senior assisted living. Additionally, Matt hosts two podcasts titled The Passive Real Estate Podcast and Pillars of Wealth Creation and authored a book titled Book About Real Estate which reviews renowned real estate investing works. He is currently working to raise capital for significant value-add multifamily properties.

Join Angel and her esteemed guest explores the importance of finding the right kind of support for people with disabilities. He sheds light on how certain disabilities such as precocious puberty can be especially complex and require extra help.

Tune in now as Matt shares that everyone needs empathy in society when it comes to those with disabilities!

[00:01 - 01:22] Finding The Right Support For People With Disabilities

Angel welcomes, Matt Jones!
Matt is certified in Young Adult and Adult services

[01:23 - 09:18] Understanding The Needs For Quality Group Homes

Parents of children with disabilities may need to take a non-W2 route to care for their child
It’s normal and okay to need extra help
When hiring staff for assisted living facilities, it’s important to hire are committed
Good managers help to attract and retain good staff

[09:19 - 19:29] Investing In Group Homes

Uncovering a history of segmenting people with disabilities and putting them away out of sight
There is a need to create a living environment where people with disabilities are accepted and loved
Lack of understanding and empathy in society toward people with disabilities
Investing in group homes should come from a place of love and acceptance for all

[13:08 - 36:20] Closing Segment

Matt shares that everyone needs empathy in society when it comes to those with disabilities!
Listeners can visit Hawk Wing Capital to learn more!

Tweetable Quotes:

“If you don't provide good care, you're not going to get good residents to come and move into your facility and it just kind of keeps on going downwards.” – Matt Jones

“If a good manager is going to help the good staff to be better and better and to help the people who aren't so good at their job to get better or to get them out, and also to attract good staff as well.” – Matt Jones

You can connect with Matt through his:

Website: Hawk Wing Capital

Website: Book About Real Estate

LinkedIn: Matt Jones

Visitsponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention you're part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

What makes group homes successful? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome Matt Jones, Matt is the CEO of Hawkwing Capital, which provides support to people interested in real estate syndication. His background in mental health counseling has proved useful in cultivating positive relationships as a real estate investor. He is the proud owner of 40 multifamily units and 244 beds of senior assisted living. Additionally, Matt hosts two podcasts titled The Passive Real Estate Podcast and Pillars of Wealth Creation and authored a book titled Book About Real Estate which reviews renowned real estate investing works. He is currently working to raise capital for significant value-add multifamily properties.

Join Angel and her esteemed guest to talk about his journey to scale up his real estate syndication business by leveraging other people’s money and how that has led him to own a group home for special needs children and the elderly.

Tune in now as Matt shares his insight from his experience in the field about what makes some group homes successful and others not so much!

[00:01 - 01:33] Exploring Different Avenues Of Residential Support

Angel welcomes, Matt Jones!
Matt is the CEO of Hawkking Capital

[01:34 - 10:38] Real Estate Syndication And Group Home Management

There is high demand for senior assisted living
Training and understanding adult needs
Quality of group homes and the need for a good staff and manager
Investing in real estate and other investments instead of waiting for services

[10:39 - 23:30] Understanding The Need For Residential Assisted Living

ABA therapy is the number one therapy for people with autism
Apartment complex for people with special needs
The need to be proactive in case of elopement
Hiring trained and experienced staff is required

[23:31 - 30:54] Closing Segment

Matt advises listeners to understand why assisted care is necessary beyond just the numbers!
Listeners can visit Hawk Wing Capital to learn more!

Tweetable Quotes:

“Everybody's different and everyone who is getting services, they have different needs and disabilities as well as different abilities and strengths. So, you got to really treat each individual as an individual and have a specific plan for them that works for them, that they feel supported and they like that.” – Matt Jones

“If you don't have a good manager in place, things are going to fall apart pretty darn quickly..” – Matt Jones

You can connect with Matt through his:

Website: Hawk Wing Capital

Website: Book About Real Estate

LinkedIn: Matt Jones

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention you're part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Are you considering purchasing a mobile home, but not sure of the benefits? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome back Franco, Franco shares his story of he was able to move into a mobile home community and start building equity with two-thirds of her payment going towards ownership.

Join Angel and her esteemed guest to discuss the importance of community and how it can be fostered through ownership, as well as how housing such as mobile homes are important investments that appreciate over time while providing a sense of pride and security for those who own them.

Tune in now to learn more about his journey toward wealth-building and financial freedom!

[00:01 - 01:45] A Bridge Between The Wealth Gap

Angel welcomes, Franco Perez!
Mobile home communities provide an opportunity to build equity and wealth over time

[01:46 - 07:22] Creating a Bigger Impact To Incorporate New Ideas

Paying towards a mobile home is likened to a forced savings account
Optimizing cash flow is something the wealthy understand and do
The different kinds of approaches to building wealth
Real estate plays a big part in the widening wealth gap in the country

[07:23 - 13:07] Building Equity And Generational Wealth

Mobile homes are appreciated and can be seen as a valuable asset
Pride of ownership is huge for those who have been able to own something
Building a community within the park
Starting a generational wealth through mobile home parks

[13:08 - 20:01] Closing Segment

Franco shares his approach towards wealth building and financial freedom!
Listeners can visit beacons.ai/franco.tv to learn more about Franco and his work

Tweetable Quotes:

“A lot of younger generations, the impact that you make is really the most fulfilling thing over the dollars and cents that we make. When you know that you helped someone own something, you helped a good family be able to survive and start generational wealth for forever.” – Franco Perez

“I'm trying my best to keep a bridge between that gap and help people understand that if money is important to me if building wealth is important to me, you should have an equal opportunity to be able to make that happen for your family.” – Franco Perez

You can connect with Franco through his:

Email: Franco@Franco.tv

LinkedIn - linkedin.com/in/francotv

Instagram - instagram.com/francosiliconvalley

Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention you're part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Are you considering purchasing a mobile home, but not sure of the benefits? In this episode of The Academy Presents: Real Estate Investing Rocks, we welcome back Franco, Franco discusses the difference between owning a mobile home versus renting an apartment. He explains how to finance a mobile home in a park setting and learns about the advantages that come with ownership such as appreciation and tax deductions, privacy, and amenities.

Join Angel and her esteemed guest to explore the HOA rules and regulations in various communities, and provide advice on who to contact for repairs and maintenance. If you’re looking to enter the homeownership market – despite being blue-collar workers.

Tune in now to gain insight into building equity in your home over 20-25 years, rather than 18 months, plus how to avoid stigmas of issues or park owners taking advantage of their residents!

[00:01 - 04:17] The Benefits Of Equity, Appreciation, And Tax Benefits

Angel welcomes back, Franco Perez!
Mobile homes are no longer mobile once they are taken off axles and wheels
Owners of mobile homes are responsible for maintenance such as plumbing

[04:18 - 09:01] Financing Options For Mobile Home Communities

Mobile home communities have HOAs with different levels of strictness
Newer homes come with warranties and are HUD certified
Financing options for newer mobile homes include 20-25 year chattel loans
Space rent is taken into consideration when calculating loan qualification

[09:02 - 12:09] Buying Mobile Homes And Equity With Secure Financing

Mobile home communities are dealt with differently than residential lending
Consulting is offered to help park owners
The focus is on helping the end-consumer and blue-collar workers start their homeownership journey
Standard associations help shift mobile home parks to avoid taking advantage of residents

[12:10 - 16:35] Closing Segment

Franco shares his insight into building equity in your home over 20-25 years!
Listeners can visit beacons.ai/franco.tv to learn more about Franco and his work

Tweetable Quotes:

“There are different layers and our intent is really to help out families that'll move into these parks, and that's our mission and our goals.” – Franco Perez

“Everything's becoming standardized and there's associations that help us really shift these mobile home parks to work in this particular way, where they're not taking advantage of their residents. And I think that helps all parties, so it keeps our industry looking good.” – Franco Perez

You can connect with Franco through his:

Email: Franco@Franco.tv

LinkedIn - linkedin.com/in/francotv

Instagram - instagram.com/francosiliconvalley

Visitsponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention you're part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Prepare to be inspired, where Franco, a trailblazing entrepreneur, shares his remarkable journey from the Philippines to the United States and his mission to revolutionize the mobile home industry. Discover how Franco is dispelling stigmas surrounding mobile homes and empowering low-income families to achieve homeownership with luxurious properties. Gain invaluable sales insights as Franco discusses his experience and provides tips for success in this evolving field. From mastering key terminology to adapting to changing trends, he uncovers the secrets to overcoming fear of rejection and excelling in sales. Join Angel and her esteemed guest as they explore the shifting landscape of sales, highlighting the influence of younger generations and the rise of online purchasing. It's time to arm yourself with the knowledge and empowerment you need for real estate investing success. Tune in now and embark on an insightful journey!

[00:01 - 07:35] From Immigrant to Real Estate Investor

Started business called Franco Mobile Homes to help low income families attain home ownership through mobile homes
Mobile homes now come in luxurious 1500 square foot 3 bedroom 2 bath models

[07:36 - 14:04] Overcoming Fear of Rejection

Real estate agents need to build their own list of clientele
Thick skin is needed to handle denial and rejection
Salespeople should not push too hard, give time to process

[14:05 - 21:10] The Future of Sales

Younger generations prefer buying online without being influenced by salespeople
Car dealerships model or car salesman model will soon disappear

[21:11 - 25:10] Closing Segment

Educate people on the language so they don't feel left out
Listeners can visit beacons.ai/franco.tv to learn more about Franco and his work

Tweetable Quotes:

“You're seeing a lot of these car online companies thriving because these younger generations would rather have that as part of their model.” – Franco Perez

“We're not taught how to build wealth, how to own assets, how to increase our net worth. These aren't things that they teach you in school. They don't want you to know that.” – Franco Perez

You can connect with Franco through his:

Email: Franco@Franco.tv

Social Media: Linkedin - linkedin.com/in/francotv, Instagram - instagram.com/francosiliconvalley

Visitsponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention you're part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Are you ready to join the ranks of real estate millionaires and unlock financial freedom? Angel from The Academy Presents "Real Estate Investing Rocks," a podcast dedicated to helping you achieve your dreams through real estate investments. In this episode, Angel sits down with Melvin, a remarkable success story in the real estate industry. Discover the transformative power of a mindset shift and learn practical tips to save time and money on your investments. Gain exclusive insights from industry experts, explore the tax benefits that can skyrocket your income, and uncover the secrets to thriving in a competitive market. And remember, it's perfectly fine if your friends aren't interested in investing—it's not personal. Tune in to this episode of Real Estate Investing Rocks and set yourself on the path to success!

[00:01 - 05:41] A Mindset Shift To Be Successful

People tend to get funny when money gets involved
It's a mindset shift and change to be successful in this business

[05:42 - 11:48] How Melvin Changed the Script

Melvin is inspired by his dad and wants to change the game
Financial freedom is important, as well as spending time on what matters

[11:49 - 13:33] Closing Segment

Time is the one thing you can't get back, so it's important to live life to its fullest
Listeners can visit morelandequity.com to learn more about Melvin & Jacqueline and their work

Tweetable Quotes:

“So you gotta live every day to its fullest and kinda need some

money to be able to do that.” – Jacqueline Landry

“I was of the workers' man mindset….Like, nah, you need to change the script.” – Melvin Landry

You can connect with Melvin & Jacqueline Landry through their:

Email: merv@morelandequity.com

Social Media: Linkedin - linkedin.com/in/jacquelinel1/, linkedin.com/in/melvin-landry-1984118, Youtube - youtube.com/@morelandequitycapital

Visitsponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention you're part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Join Melvin & Jacqueline Landry as they take you on an exhilarating ride through the world of real estate investing. Drawing from their own experiences since 2005, they share how they turned a $25,000 duplex into a profitable venture, while highlighting the power of real estate to diversify assets and unlock significant tax benefits. Delve into the captivating journey of the two investors who started with colonial-style houses and built a portfolio of residential and commercial multi-family properties. Explore topics ranging from creating cash flow, navigating foreclosures, protecting investments, to raising funds and embracing healthy competition. Tune in now for priceless insights and unleash your real estate success!

[00:01 - 07:34] Learn How to Diversify Your Portfolio and Save on Taxes

Real estate investing can help diversify investments without getting out of hard assets
Multi-family and residential investments both have benefits, such as bonus appreciation and tax deductions

[07:35 - 14:42] Overcoming Adversity to Achieve Success in Real Estate Investing

They bought four or five houses with cash and kept flipping properties
They invested $100,000 in education and did 11 deals in 12 months

[14:43 - 21:58] Investing Locally

Why you need to do due diligence and protect yourself as a general partner
You need partners who can think on their feet and act quickly in stressful situations

[21:59 - 28:40] How Multi-Family Investing Can Help With Tax Mitigation

GP teams need to get across the finish line
They raised a quarter of a million dollars from family and friends
They raised a million dollars on first deal

[28:41 - 34:07] Closing Segment

Why they reach back to people in residential world for tax mitigation and cash
Listeners can visit morelandequity.com to learn more about Melvin & Jacqueline and their work

Tweetable Quotes:

“As I become more engrossed in the business, And more excited about it. I think eventually things will find its way.” – Jacqueline Landry

“Keep saying the same story, keep telling them the benefits, and sometimes it takes the 17th time for someone to get it.” – Melvin Landry

You can connect with Melvin & Jacqueline Landry through their:

Email: merv@morelandequity.com

Social Media: Linkedin - linkedin.com/in/jacquelinel1/, linkedin.com/in/melvin-landry-1984118, Youtube - youtube.com/@morelandequitycapital

Visitsponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention you're part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Get ready to be inspired by the incredible journey of Melvin & Jacqueline Landry, a power couple who turned their dedication and strategic approach into a thriving multifamily real estate business. Join them as they share their success story and reveal the key factors that propelled their achievements. Discover the advantages of investing in both residential and commercial properties, learn techniques to maximize return on investment, and gain insights into the power of personal letters in marketing campaigns. Explore the opportunities of refinancing and owner financing, and unlock the secrets to thriving in the multifamily real estate space. Don't miss this empowering conversation with Melvin & Jacqueline Landry!

[00:01 - 07:50] A Power Couple in Real Estate Investing Who Survived the Challenges of Business Together

Introducing Melvin and Jacqueline Landry, a successful couple in the business
They are both from Pittsburgh, PA and have been in real estate since 2005

[07:51 - 15:05] Couple Shares Story of Overcoming Financial Struggles and Finding Success

They recognize when something isn't working and have the conversation to shut it down
They did a divide and conquer approach to tasks and relationships

[15:06 - 21:52] Investing in Residential Real Estate

They invested in residential real estate for 20 years and kept the portfolio
Cash flow in multi-family space isn't much different, but capital events happen more frequently

[21:53 - 24:56] Closing Segment

Personal letters resonate with folks
Listeners can visit morelandequity.com to learn more about Melvin & Jacqueline and their work

Tweetable Quotes:

“If it wasn't for my husband's single family portfolio that he owned in Pittsburgh, we could have been homeless.” – Jacqueline Landry

“Believe it or not, personal letters really resonate with folks. you’d be surprised the amount of calls the upside to it is pretty cool.” – Melvin Landry

You can connect with Melvin & Jacqueline Landry through their:

Email: merv@morelandequity.com

Social Media: Linkedin - linkedin.com/in/jacquelinel1/, linkedin.com/in/melvin-landry-1984118, Youtube - youtube.com/@morelandequitycapital

Visitsponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention you're part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Unleash the hidden potential of commercial property redevelopment in the latest episode of the Real Estate Investing podcast! Join host Angel and special guest Jonathan as they unravel the complexities of revitalizing properties for maximum profit. From cracking the code of zoning regulations to unlocking funding opportunities from municipalities, they'll guide you through the maze of real estate transformation. Discover the magic of turning old industrial spaces into trendy lofts that are sure to captivate the market. But that's not all – learn the art of engaging with city council, mayors, and planners to secure your slice of future development. Unveil the master plans of forward-thinking cities that hold the blueprint for growth over the next 10, 15, or even 20 years. And here's the secret to success: stay connected, network with brokers and investors, and sharpen your skills to seize countless opportunities when acquiring properties. It's time to turn dreams into reality – tune in now and dive into the world of real estate investing, where the extraordinary awaits!

[00:01 - 06:39] Housings Over Industrial Properties in Real Estate

Be aware of zoning when investing in real estate
Municipalities often prefer housing over industrial properties
Due diligence is needed to determine likelihood of tenant staying or leaving

[06:40 - 12:47] Digging Deeper Into Redevelopment

Municipalities have designated certain areas as EDCs (Economic Development Corporations) and used tax funds to build lofts downtown
When redeveloping a warehouse, there are additional tests that need to be done due to chemicals used previously
Value add investors can diagnose properties and leases to increase rents and add value

[12:48 - 18:46] Uncovering the Realities of Environmental Issues in Real Estate Investing

Environmental reports are necessary to ensure a property is safe to buy
Sellers must disclose any soil contamination to future buyers

[18:47 - 24:49] Insights on Multi-Family Real Estate Investing in a Booming Economy

There’s an opportunity in real estate market for those who know what they are looking for
Buying properties with multiple options is important, so you don't have to force something to work

[24:50 - 25:49] Closing Segment

Sharing information about chosen space is important to help others understand the way posts work
Listeners can visit thesourcecre.com to learn more about Jonathan and his work

Tweetable Quotes:

“So a lot of properties that have environmental issues have a hard time getting sold.” – Jonathan Hayek

“Be aware of zoning because those types of properties, they're not especially attractive and they may not bring in tons of property taxes.” – Jonathan Hayek

You can connect with Jonathan Hayek through his:

Email: jthayek@gmail.com

Social Media: Instagram, Linkedin

Visitsponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention you're part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Uncover the secrets to skyrocket your real estate profits in the latest episode of Real Estate Investing Rocks! Join Angel and Jonathan as they reveal invaluable tips on value add strategies, finding lucrative properties, and increasing your rental income. Don't miss out on this thrilling conversation where you'll also gain expert insights on analyzing industrial warehouses, researching potential tenants, and establishing a niche to become a true industry expert. Get ready to live your dream life through real estate investing – tune in now!

[00:01 - 06:34] Unlock the Secrets to Unlocking Your Financial Potential with Value Add Strategies

Commercial real estate is valued based on length of lease and strength of tenant
Investors want stability and security so properties with longer leases are more attractive
Due diligence is needed to determine likelihood of tenant staying or leaving

[06:35 - 12:49] Reaping the Benefits of Investing in Non-Residential Commercial Properties

Brokers may try to bedazzle potential buyers by offering memorandums that contain errors
Relationships with brokers are important and should not be taken for granted
Value add investors can diagnose properties and leases to increase rents and add value

[12:50 - 19:17] Discover the Benefits of Niching Down in Non-Residential Investing

Non-residential deals are different from each other and need to be approached differently
Investors should focus on a niche in the non-residential world to become an expert

[19:18 - 25:32] Understanding the Different Types of Tenants and Factors to Consider When Purchasing

Amazon is the largest tenant of industrial warehouse space, but not the only one
Warehouse space can be divided into Class A, B and C
Look for warehouses built in the 1980s and beyond as they are more modern

[25:33 - 28:58] Closing Segment

Analyze a potential deal using price per square foot and look at neighboring businesses to get an idea of the socioeconomic status of the area
Listeners can visit thesourcecre.com to learn more about Jonathan and his work

Tweetable Quotes:

“There are some things that you can do, but like anything, I think it's also really important to be confident that you're buying in the right area.” – Jonathan Hayek

“If you know what you're doing, there really can be both building wealth and cash flow.” – Jonathan Hayek

You can connect with Jonathan Hayek through his:

Email: jthayek@gmail.com

Social Media: Instagram, Linkedin

Visitsponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention you're part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Looking to unlock the secrets of real estate investing and pave your way to financial freedom? This podcast episode is your ultimate resource. Delve into the world of non-residential commercial real estate and uncover the advantages, challenges, and lucrative lease options available with our guest, Jonathan Hayek, who was a former special education teacher. From gross and modified gross leases to double net, triple net, and absolute net leases, discover how to maximize your passive income potential. Gain expert guidance on smart investing strategies and unlock the key to reaching your financial goals. It's time to seize the opportunity and start living the life of your dreams. Tune in now and open the door to unlimited real estate success!

[00:01 - 04:29] From Former Teacher to Flipping Homes

Jonathan started flipping small single-family homes to build portfolio of small multi-family properties
Deals became harder to come by due to COVID-19

[04:30 - 08:35] Exploring the Benefits of Investing in Non-Residential Commercial Real Estate

Why investing in non-residential, commercial real estate offers many benefits
Why gross leases involve a flat fee with landlord responsible for taxes, insurance and maintenance

[08:36 - 12:56] Different Types of Leases and Their Benefits

Gross lease: tenant pays a flat fee, no utilities, taxes, or insurance
Modified gross lease: tenant pays for some costs associated with their unit/suite (e.g. utilities)
Net leases: tenants responsible for taxes, insurance, and common area maintenance (CAM)

[12:57 - 16:37] Closing Segment

Absolute net lease: landlord has zero responsibilities; tenant takes care of all repairs/maintenance
Listeners can visit thesourcecre.com to learn more about Jonathan and his work

Tweetable Quotes:

“And so if you're buying an absolute net lease…..you're gonna be buying it at a pretty low cap rate.” – Jonathan Hayek

“A lot of industrial places are like industrial warehouses. A lot of those are absolute net leases.” – Jonathan Hayek

You can connect with Jonathan Hayek through his:

Email: jthayek@gmail.com

Social Media: Instagram, Linkedin

Visitsponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention you're part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Are you ready to dive into the world of residential real estate investing and uncover the secrets to success? Join us in this episode as we embark on a captivating conversation filled with invaluable advice from industry experts. We'll break down complex concepts into simple terms, ensuring that even beginners can grasp the fundamental principles of real estate investing. Whether you're a seasoned investor or new to the game, our personal experiences in raising capital will inspire and guide you as you navigate the challenges of funding your own projects. Don't miss out on this opportunity to gain the knowledge and insights you need to make informed investment decisions. Tune in now and unlock the secrets to successful residential real estate investing!

[00:01 - 03:58] Outsourcing Professionals in Underwriting

Why outsourcing professionals in underwriting saves time and effort
Educating people is an effective way to gain trust and raise capital

[03:59 - 07:59] Understanding the Basics and Finding Success

Why we need to ask questions one by one when helping someone
Why we should invest in residential for 20 years

[22:22 - 24:06] Closing Segment

The ability to break down concepts and keeping it simple
Listeners can visit rule72equity.com to learn more about Luke and his work

Tweetable Quotes:

“It's a long game. You're not supposed to be successful in the first six months.” – Luke Grieshop

“If you can't explain it to me in a matter of 30 seconds and go, oh, that makes sense, then it's probably not for me.” – Luke Grieshop

You can connect with Luke Grieshop through his:

Email: luke@rule72equity.com

Social Media: Instagram, Linkedin

Visitsponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention you're part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Looking to make your money work for you in the real estate market? Then tune in to this podcast episode, where Luke shares valuable insights and advice on how to get started. From the growing housing market in Texas to alternative investments like multi-family and commercial real estate, Luke covers a range of topics to help you build wealth through real estate investing. Don't miss out on this must-listen episode that will leave you feeling confident and informed about real estate investment strategies!

[00:01 - 07:40] Learn How to Take Advantage of Landlord Friendly States and Grow Your Wealth

Real estate investing involves more than just four walls and a roof
Average people own residences, not just big companies

[07:41 - 15:12] The Importance of a Small Business Owner Mindset

It is important to know your operating team and have the mindset of being a small business investor/owner
It is important to educate potential investors on why alternative investments are different from paper assets
Be genuine in conversations with potential investors and build rapport with them

[15:13 - 22:21] How to Create Passive Income and Build Wealth

Networking and relationship building can open up opportunities
Land isn't being created, so prices will increase over time

[22:22 - 24:06] Closing Segment

Why doubling investment is needed to negate gains
Listeners can visit rule72equity.com to learn more about Luke and his work

Tweetable Quotes:

“If you invest enough in networking and relationship, you're gonna find opportunities.” – Luke Grieshop

“I think that's what you really are as a salesperson. You're an educator. ” – Luke Grieshop

You can connect with Luke Grieshop through his:

Email: luke@rule72equity.com

Social Media: Instagram, Linkedin

Visitsponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention you're part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Are you interested in growing your wealth through real estate investment? In this episode of the Real Estate Investing Podcast, guest Luke, who began his investing journey by BRRR'ing single family homes out of state, takes you on a journey of their successful investment career. He started with a single-family rental property in Columbus, Ohio and now owns a portfolio of properties that offer both cash flow and wealth-building opportunities. From discussing the differences between active and passive investments to managing fee structures and communicating with investors, Luke provide valuable insights for making smart decisions with your money. Tune in for a comprehensive conversation about real estate investment!

[00:01 - 07:38] Making His First Investments into a Land Opportunity

Luke started his career in sales, then learned about real estate investing from a friend
He is also an investor in an ATM fund and making his first investments into a land opportunity in Colorado
Residential real estate is familiar but slow; multi-family offers capital events but is illiquid

[07:39 - 14:57] Investing in Single Family Properties: Know the Fee Structure and Avoid Misaligned Incentives

It is important to make a distinction between wealth building and cash flow when investing
Active investments require a lot of work and moving parts
Pay attention to the fee structure for tenant turnover when investing in single family homes

[14:58 - 22:09] Long-Term Residents and Fiduciary Responsibility

When using investor money, you need to be a better steward and have fiduciary responsibility
The goal is to not have a capital call and keep eyes on the horizon for reserves and liquidity
Communication is key when informing investors of decisions

[22:10 - 28:40] Closing Segment

Protecting capital is the first job, making money is second
Listeners can visit rule72equity.com to learn more about Luke and his work

Tweetable Quotes:

“It's still much more affordable to rent than it is to own a home.” – Luke Grieshop

“You have to be a better steward for other people's money versus your own.” – Luke Grieshop

You can connect with Luke Grieshop through his:

Email: luke@rule72equity.com

Social Media: Instagram, Linkedin

Visitsponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention you're part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Are you interested in making your property more energy-efficient but struggling with financing? In this podcast episode, we'll introduce you to the C PACE loan, a financing option designed specifically for energy-efficient projects. Join us as we explore the ins and outs of this complex loan system, including available options and state-level rebates for residential wind energy and mini-splits. We'll also hear from Karl on how to navigate this process and reduce your expenses. Tune in now to learn everything you need to know about the C PACE loan!

[00:01 - 07:15] Properties Built and Substantial Renovations

King County records document when a property was built and substantial renovations
Dan Handford's list of red flags when investing in properties
Renovations worth $25-30k per unit can increase effective date to 2023

[07:16 - 14:28] Exploring the Benefits of C PACE Loans

C PACE loans don't take over first place in the loan position
The business plan must include energy efficient products like LED lighting, low flow toilets, windows, HVAC units, solar panels, wind energy etc
28 states participate in the C PACE program

[14:29 - 18:29] Closing Segment

Rebate programs can be used to replace the cost of windows
Listeners can visit aurorasinvestmentgroup.com to learn more about Karl and his work

Tweetable Quotes:

“I would imagine C pace would make you exhaust the other alternative directions first.” – Karl Krauskopf

“There's only a certain handful of lenders that would wanna work under a CPA.” – Karl Krauskopf

You can connect with Karl Krauskopf through his:

Email: KARL@AURORASINVESTMENTGROUP.COM

Social Media: LinkedIn

Visitsponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention you're part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Are you interested in real estate investing but don't know where to start? In this podcast episode, Karl shares valuable insights on the walkability and bikeability of various locations, including Seattle and Salt Lake City, as well as the advantages of investing in multi-family properties. Discover how Seattle is reversing zoning restrictions to increase density with multi-family properties, town homes, and Accessory Dwelling Units (ADUs), and why Texas is a landlord-friendly state. Tune in now to learn how you can start building your real estate portfolio!

[00:01 - 07:32] Saving Time and Avoiding Costly Mistakes

Save time, avoid costly mistakes and begin living the life you've dreamed of
Charging for secured access can curb supply and demand equilibrium

[07:33 - 15:43] Unlocking Equity in Seattle's Single Family Market

Increased density in Seattle has allowed for lower cost housing
House hacking is a popular way to rent out separate portions of a home
Investors can buy old, dilapidated single family homes and restructure them into ADUs and DAUs

[15:44 - 23:06] Navigating the Landlord Landscape in Seattle

Splitting the lot could increase the value of a property, even if it is just a duplex
Cash flow in multi-family spaces is higher than single family homes

[23:07 - 27:30] Closing Segment

Landlord friendly states are better for investing than Seattle due to restrictions on evictions, late fees, rent increases, etc.
Listeners can visit aurorasinvestmentgroup.com to learn more about Karl and his work

Tweetable Quotes:

“If you are in selling mode, you can see quite a bit of a capital bump.” – Karl Krauskopf

“So what makes it difficult here in Seattle for landlords is the restrictions around who we can evict.” – Karl Krauskopf

You can connect with Karl Krauskopf through his:

Email: KARL@AURORASINVESTMENTGROUP.COM

Social Media: LinkedIn

Visitsponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention you're part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Are you interested in learning about how to transition from a corporate job to a successful real estate investing career? In this episode, Karl Krauskopf, who is a real estate developer and apartment owner, shares his journey and offers valuable tips for beginners. Learn how he started his real estate journey and how to use local banks and credit unions to build your portfolio. Karl also talks about the challenges he faced when securing his first property loan and how he overcame them. Get ready to gain valuable insights and inspiration from Karl's journey in the real estate industry.

[00:01 - 05:46] Flipping Homes and Multi-Family Apartment Operations

Karl Krauskopf has been in real estate full-time for four years
He has done flipping homes, development, detached accessory dwelling units and multi-family apartment operations

[05:47 - 11:19] How We Got Our First Property Loan Without an Experienced Partner

Non-recourse bridge loan on first property, recourse debt on second property
Pairing up with experienced people is hard, but not necessary

[11:20 - 16:56] Navigating Risk Tolerance and Contractual Contingencies in Apartment Purchasing

Have an open relationship with the seller should contingencies fail
Paying in upfront is important to ensure team members are committed

[16:57 - 23:07] Closing Segment

Understand different risk tolerances of team members
Listeners can visit aurorasinvestmentgroup.com to learn more about Karl and his work

Tweetable Quotes:

“Recourse fixed rate is absolutely required with a long enough maturity, especially in today's great environment.” – Karl Krauskopf

“I think one of the things that I like to do in my underwriting exercises is to really truly find the different mechanics and levers that break the model.” – Karl Krauskopf

You can connect with Deren Huang through his:

Email: KARL@AURORASINVESTMENTGROUP.COM

Social Media: LinkedIn

Visitsponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention you're part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Are you curious about the world of industrial real estate investing? Do you want to know how to turn an industrial property into a cash flow or wealth-building opportunity? In this episode, we've got you covered. Deren shares valuable insights into the type of tenant and deal that determine the return on investment for industrial properties. He also discusses the impact of interest rates on real estate investing and the role of location and clear height in leasing out buildings. You'll even learn about the engineering behind specialized structures like Caterpillar plants and the exciting news about a new facility opening in Tulsa. This episode is a must-listen for anyone interested in industrial real estate investing.

[00:01 - 05:51] Deals for Cash Flow and Wealth Creation

Industrial investments vary between cash flow and wealth building deals
Interest rates may stabilize in the next 18 months, but unpredictable variables can affect the market

[05:52 - 11:44] Industrial Property Investments and Biases

Clear height is important for tenants, with larger companies needing taller buildings
Caterpillar distribution plants require tall buildings and specialized engineering

[11:45 - 17:19] Closing Segment

Uncertainty regarding the characteristics of the Caterpillar offshoot in their area
Listeners can visit DerenHuang.com to learn more about Deren and his work

Tweetable Quotes:

“You gotta have a pretty robust cut system of education when it comes to that medical research.” – Deren Huang

“Manufacturing takes a little bit more finesse than, distribution or whatever the case may be.” – Deren Huang

You can connect with Deren Huang through his:

Email: soldbyderen@gmail.com

Social Media: LinkedIn

Visitsponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention you're part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Have you ever wondered about the fascinating world of industrial real estate? In this episode, Deren shares examples of how they were able to generate double-digit returns through creative deals and property improvements. We explore the differences between property taxes and triple nets in leases, and how industrial real estate has lower price points but longer-term leases. With the rise of e-commerce and Onshoring, industrial real estate is expected to continue to grow in demand. We also discuss the role of industrial real estate in the distribution process, including last-mile delivery. Tune in for an insightful conversation on this often-overlooked but vital aspect of real estate investing.

[00:01 - 05:45] Education on Industrial Real Estate

Industrial real estate is more encompassing than people think and is used by many companies, especially with the rise of e-commerce
Education on industrial real estate can be a competitive edge for gaining wealth
Returns on industrial real estate investments can include double digit cash on cash returns and gradual ups in lease agreements

[05:46 - 11:24] Understanding Triple Net Leases and the Future of Industrial Real Estate

Industrial real estate has lowest price point per square foot but longer term leases
Supply constraints and economic factors may lead to rising lease rates in industrial real estate

[11:25 - 17:25] The Impact of Just-in-Time Inventory on Industrial Real Estate and Regional Pricing Differences

Circular thinking around just in time vs just in case inventory management
Well-located industrial real estate is important for last mile delivery and cost savings

[17:26 - 22:54] Discovering the Fascinating World of Industrial Real Estate and Logistics

Logistics plays a big role in transportation of goods
Multi-family and industrial flex properties are preferred investments

[22:55 - 24:40] Closing Segment

Consumerism drives demand for industrial spaces
Listeners can visit DerenHuang.com to learn more about Deren and his work

Tweetable Quotes:

“The rise of e-commerce of trying to get things to your door in two days has really kind of pushed it forward to the limelight.” – Deren Huang

“The largest asset class is industrial, but it's also the lowest price point per square foot, and also the lowest lease rate.” – Deren Huang

You can connect with Deren Huang through his:

Email: soldbyderen@gmail.com

Social Media: LinkedIn

Visitsponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention you're part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Meet Deren Huang, an experienced real estate investor who has transitioned from residential to commercial real estate, specifically industrial real estate. Having purchased over 100 residential units in Tulsa, Oklahoma over the last 5 years, Deren knows firsthand the challenges that come with managing residential properties. Seeking a change, he has now shifted his focus to acquiring and managing over 100,000 square feet of NNN industrial space. With his expertise in industrial real estate, Deren has been able to avoid the midnight calls that come with residential properties and focus on his family life. He is happily married for 7 years and is a proud father of two children, aged 3 and 1.

Are you familiar with the largest asset class in the US real estate market? It's not residential or commercial, but industrial real estate. In this episode, our special guest Deren Huang, a real estate expert with seven years of experience in the industry, explains the ins and outs of industrial real estate. He discusses how it encompasses everything from warehouse and distribution space to medical research facilities and why it's becoming increasingly popular due to the rise of technology and e-commerce. However, despite its importance, Deren sheds light on the lack of education about industrial real estate, and how it can be syndicated and financed through local credit unions, banks, and regional banks. So if you're interested in learning more about this fascinating aspect of the real estate market and how it's shaping the future of supply chain and manufacturing, join us as we explore more about industrial real estate with Deren Huang.

[00:01 - 05:59] Exploring the World of Industrial Real Estate

Deren Huang is a full-time industrial real estate investor from Tulsa, Oklahoma
Industrial real estate encompasses warehouse and distribution space, medical research facilities, and more
Tulsa is a competitive market for local credit tenants in industrial real estate

[06:00 - 11:45] Understanding the Three Categories of Industrial Real Estate and Financing Options for Investors

Industrial real estate has three categories: warehouse/distribution, manufacturing, and flex
Industrial real estate is not as well-known or understood as other types of real estate, but has gained attention due to supply chain issues during the pandemic

[11:46 - 17:19] The Economic Factors Driving Industrial Real Estate

Industrial real estate is affected by economic factors, particularly in manufacturing
On shoring, or bringing manufacturing back to North America, is also contributing to the demand for industrial real estate

[17:20 - 20:57] Closing Segment

Medical research and shipping of goods are also part of the industrial real estate market
Listeners can visit DerenHuang.com to learn more about Deren and his work

Tweetable Quotes:

“I think e-commerce is one of the biggest driving factors of industrial real estate.” – Deren Huang

“It's the machine behind the machine to get you Ben and Jerry's.” – Deren Huang

You can connect with Deren Huang through his:

Email: soldbyderen@gmail.com

Social Media: LinkedIn

Visitsponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention you're part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Meet Jason Malabute, a native of Los Angeles, California, and an accomplished real estate investor, CPA, and philanthropist. Since embarking on his real estate journey in 2018, Jason has successfully applied the BRRRR (Buy, Rehab, Rent, Refinance, and Repeat) investment strategy to multiple properties, starting with three rentals in Indianapolis in 2019. He has since expanded his portfolio to include multifamily properties in the Indianapolis and Kansas City markets. Jason is an active member of the Pasadena/Glendale chapter of Multifamily Masters meetup group in Los Angeles, where he serves as a co-organizer, and a regular blog contributor for Biggerpockets and American Apartment Owners Association. Jason is a firm believer in the power of education and hard work, and he is committed to helping others achieve their financial goals through real estate investing.

Are you tired of the traditional investment options offered on Wall Street? Did you know that there are alternative ways to invest your money that can lead to financial success? In this episode, we'll be discussing the exciting world of real estate investing and how it has the potential to change your life. As industry experts, we'll share valuable insights and explore various topics related to real estate investing, including the benefits of investing in this field, networking opportunities, and the potential for building a successful career in real estate. We'll also dive into the importance of having a positive mindset and share a personal story about resilience that can inspire you to overcome obstacles in all areas of life. So, join us as we rock this episode and explore the limitless potential of real estate investing!

[00:01 - 05:31] Importance of Networking and Education in Real Estate Investing

Face-to-face meetups are important to build relationships
Real estate investing offers many ways to invest, such as oil and gas, ATMs, and debt funds
Investing in real estate is an alternative to investing in Wall Street and can help make money work for you

[05:32 - 09:58] College Education vs. Real Estate Investing

Parents are encouraging their kids to consider real estate investing as an occupation instead of going to college
Personal stories shared of regretting not investing in real estate earlier and how it could have made a significant difference financially

[09:59 - 14:44] Closing Segment

The importance of believing that everything happens for a reason
Listeners can visit youtube.com/@jasonmalabute and tiktok.com/@jasonmalabute to learn more about Jason and his work

Tweetable Quotes:

“That is our focus…. Providing our community, with the opportunity to not only network, but also learn from their real estate professionals.” – Jason Malabute

“Somebody's watching you…. Even when you don't think that you're doing something great.” – Jason Malabute

You can connect with Jason Malabute through his:

Email: malabute.real.estate@gmail.com

Social Media: LinkedIn, Instagram, Twitter, Facebook

Visitsponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention you're part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Meet Jason Malabute, a native of Los Angeles, California, and an accomplished real estate investor, CPA, and philanthropist. Since embarking on his real estate journey in 2018, Jason has successfully applied the BRRRR (Buy, Rehab, Rent, Refinance, and Repeat) investment strategy to multiple properties, starting with three rentals in Indianapolis in 2019. He has since expanded his portfolio to include multifamily properties in the Indianapolis and Kansas City markets. Jason is an active member of the Pasadena/Glendale chapter of Multifamily Masters meetup group in Los Angeles, where he serves as a co-organizer, and a regular blog contributor for Biggerpockets and American Apartment Owners Association. Jason is a firm believer in the power of education and hard work, and he is committed to helping others achieve their financial goals through real estate investing.

Are you interested in real estate investing but unsure where to start? In this episode, Jason shares his invaluable experience and insights into the industry. From avoiding costly mistakes to navigating the challenges of a recession, he offers practical advice for investors of all levels. With the ongoing pandemic causing financial struggles for many, the discussion on financing debt using short-term variable rate loans and the opportunity for investors with dry powder is especially relevant. Don't miss this episode on the importance of experience and relationships in real estate investing!

[00:01 - 05:40] Why Experiences is Important

Experience in both real estate and life is important for gaining trust from investors
Personal lines of credit may be used to keep deals afloat during a recession, but caution should be taken with excessive use

[05:41 - 11:31] Spending Savings and Going into Debt

People are spending savings and going into debt
Operators are struggling with financing debt due to short term variable rate loans

[11:32 - 15:31] Closing Segment

Role plays and zooming out can help ease fears about investing in real estate
Listeners can visit youtube.com/@jasonmalabute and tiktok.com/@jasonmalabute to learn more about Jason and his work

Tweetable Quotes:

“People based the decisions on previous decisions that they have made in the past.” – Jason Malabute

“People have less savings now than we did during the pandemic.” – Jason Malabute

You can connect with Jason Malabute through his:

Email: malabute.real.estate@gmail.com

Social Media: LinkedIn, Instagram, Twitter, Facebook

Visitsponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention you're part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Meet Jason Malabute, a native of Los Angeles, California, and an accomplished real estate investor, CPA, and philanthropist. Since embarking on his real estate journey in 2018, Jason has successfully applied the BRRRR (Buy, Rehab, Rent, Refinance, and Repeat) investment strategy to multiple properties, starting with three rentals in Indianapolis in 2019. He has since expanded his portfolio to include multifamily properties in the Indianapolis and Kansas City markets. Jason is an active member of the Pasadena/Glendale chapter of Multifamily Masters meetup group in Los Angeles, where he serves as a co-organizer, and a regular blog contributor for Biggerpockets and American Apartment Owners Association. Jason is a firm believer in the power of education and hard work, and he is committed to helping others achieve their financial goals through real estate investing.

Are you feeling stuck in your real estate investment journey? In this episode, you'll hear from Jason, a successful real estate investor who shares his inspiring journey from humble beginnings to achieving financial freedom through investing in single and multi-family homes in the Midwest. But this conversation isn't just about real estate - it's also about overcoming challenges and disabilities to pursue your entrepreneurial goals. Jason and Angel discuss rare genetic conditions, special needs, and the importance of insurance coverage for specialized therapies. They highlight the power of an overcomer attitude and the value of persistence and hard work in achieving success. Whether you're a beginner or a seasoned professional, this podcast offers valuable insights into the world of real estate investing and how it can help you achieve your dreams. Tune in now and learn how to turn obstacles into opportunities!

[00:01 - 08:30] Overcoming Obstacles In Real Estate

Success in real estate investing depends on overcoming challenges and never giving up
Understanding business finances requires an understanding of accounting
The CPA exam takes commitment and diligence to pass

[08:31 - 16:27] Overcoming Disabilities and Finding Success in Real Estate: One Accountant's Journey

A recurring topic is the spirit of perseverance
Although residential real estate is simpler to understand, average individuals can own multi-family properties
Due to the tax advantages and cash flow, more accountants should get into real estate

[16:28 - 24:00] Closing Segment

Since they are often risk-averse, accountants rarely launch their own firms
Being your own boss has advantages, such as health coverage for specialized therapy
Listeners can visit youtube.com/@jasonmalabute and tiktok.com/@jasonmalabute to learn more about Jason and his work

Tweetable Quotes:

“The biggest thing that real estate and entrepreneurship has given me is, it's not the money, none, that it's giving me a platform..” – Jason Malabute

“How do people trust you, especially when it comes to their money?

It's by being transparent.” – Jason Malabute

You can connect with Jason Malabute through his:

Email: malabute.real.estate@gmail.com

Social Media: LinkedIn, Instagram, Twitter, Facebook

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

As the Founder of Impact Equity, Randy Smith is a seasoned real estate investor who is committed to helping other investors achieve success in their passive real estate investing strategies. With 25 years of experience in various business development and leadership roles in Corporate America, Randy has developed a deep understanding of what it takes to build and grow successful businesses. Randy started his real estate investing career with out-of-state single-family long-term rentals, but quickly realized the benefits of passively investing in multifamily, self storage, and mobile home syndications. Over the years, he has invested in 18 different syndications with 8 different operators, giving him a unique perspective and expertise to identify strong passive investment opportunities. Randy currently resides in Peoria, Arizona with his wife Jenny.

Are you considering investing in real estate? Before you take the plunge, it's essential to understand your goals and what you're trying to achieve financially. In this episode, Randy emphasizes the importance of knowing whether you are a growth or cash flow investor, which will guide your investment decisions and help you achieve your financial goals. Alongside discussing full cycle capital events, which can create tax-advantaged cash flow, the conversation also covers personal finance experiences, including living on a tight budget and following Dave Ramsey's financial advice. He stresses the need for passive investments and living within one's means to achieve financial freedom, and also highlights the value of professional financial advice and paying for good advisors who can provide expert guidance. Tune in to this engaging podcast episode to learn why understanding your goals before investing in real estate is crucial for building wealth and achieving financial freedom.

[00:01 - 06:09] Understanding Investment Goals

Before investing, it's crucial to understand what problem you're trying to solve with your investment
Full cycle capital events can create tax-advantaged cash flow
Your overall goals dictate the investment strategies you should pursue

[06:10 - 12:24] Living on a Tight Budget and Passive Investments for Financial Freedom

Passive investing can provide options for income
Financial freedom isn't just about replacing income; it's about reducing stress and living within your means
Working with professionals is important for managing tax implications

[12:25 - 17:10] Closing Segment

Investing in a good advisor is worth the investment
Listeners can visit impactequity.net to learn more about Randy and his work

Tweetable Quotes:

“There's nothing to say that you can't put yourself in a situation or an environment where you get to spend more time with those kids.” – Randy Smith

“I think if you're investing passively, you have options.” – Randy Smith

You can connect with Randy Smith through his:

Email: RANDY@IMPACTEQUITY.NET

Social Media: LinkedIn, Instagram

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

As the Founder of Impact Equity, Randy Smith is a seasoned real estate investor who is committed to helping other investors achieve success in their passive real estate investing strategies. With 25 years of experience in various business development and leadership roles in Corporate America, Randy has developed a deep understanding of what it takes to build and grow successful businesses. Randy started his real estate investing career with out-of-state single-family long-term rentals, but quickly realized the benefits of passively investing in multifamily, self storage, and mobile home syndications. Over the years, he has invested in 18 different syndications with 8 different operators, giving him a unique perspective and expertise to identify strong passive investment opportunities. Randy currently resides in Peoria, Arizona with his wife Jenny.

Are you tired of feeling like you're not making enough money from traditional investments? Have you considered real estate investing but are hesitant due to misconceptions? Look no further than this episode, where Randy shares valuable information and advice on how to save time, avoid costly mistakes, and build wealth through commercial multi-family properties. From emphasizing the potential for wealth growth and passive loss deductions, to stressing the importance of finding reliable experts to maximize returns, Randy covers it all. He even shares his own story of transitioning from self-managing residential properties to commercial multi-family investments and advocates for self-directed investing as a way to create livable income in earlier years. Tune in now and start building your wealth through real estate investing!

[00:01 - 07:33] Crowdfunding and Group Investing Options

How Tribe Vest can help non-wealthy individuals build their own options
Benefits of spreading investments across multiple markets and operators

[07:34 - 15:25] Real Estate Investment Offers Wealth Growth Potential and Passive Loss Benefits, but Mindset and Misconceptions Can Hinder Understanding

Potential for wealth growth in real estate investing
Benefits of investing in commercial multi-family properties
Significant tax deductions and passive losses
Importance of having property managers to avoid stress and time commitment of self-managing residential properties

[15:26 - 23:05] Closing Segment

Investing in a 401k is not beneficial for people in lower tax brackets as they won't have livable income until retirement age
Listeners can visit impactequity.net to learn more about Randy and his work

Tweetable Quotes:

“But until you see the dollars hit your bank account or the K one actually impact your tax return, like, I can tell you the story all day long, but until it saves you 25 or 50 or a hundred grand, you can't really begin to understand what it means for you.” – Randy Smith

“I think one of the biggest challenges, or one of the biggest lies we're teaching our kids, is that invest into a 401k when you're young.” – Randy Smith

You can connect with Randy Smith through his:

Email: RANDY@IMPACTEQUITY.NET

Social Media: LinkedIn, Instagram

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

As the Founder of Impact Equity, Randy Smith is a seasoned real estate investor who is committed to helping other investors achieve success in their passive real estate investing strategies. With 25 years of experience in various business development and leadership roles in Corporate America, Randy has developed a deep understanding of what it takes to build and grow successful businesses. Randy started his real estate investing career with out-of-state single-family long-term rentals, but quickly realized the benefits of passively investing in multifamily, self storage, and mobile home syndications. Over the years, he has invested in 18 different syndications with 8 different operators, giving him a unique perspective and expertise to identify strong passive investment opportunities. Randy currently resides in Peoria, Arizona with his wife Jenny.

Looking for inspiration to start your journey as a real estate investor? In this episode of the Real Estate Investing Rocks Podcast, Angel talks with Randy Smith, the founder of Impact Equity, about his transition from being a high-income W2 sales professional to a successful entrepreneur through real estate investing. From residential to multi-family, short-term rentals to car washes, Randy shares his experiences and emphasizes the importance of betting on the jockey, not just the asset class. The key takeaway from their discussion is building relationships with operators and investing in people, not just logos. Tune in to learn how to avoid costly mistakes and gain valuable insights from experienced investors on your path to financial freedom through real estate investing.

[00:01 - 06:10] The Value of Residential Experience in Multi-Family Investing

Randy shares his inspiring journey from a high-income W2 sales guy to a successful real estate investor
Residential experience can serve as a springboard for multi-family investing
The benefits of pushing oneself out of their comfort zone

[06:11 - 12:00] Investing in Asset Classes: The Importance of Trusting the Jockey

Investing in various asset classes can be overwhelming
The significance of carefully vetting operators as a passive investor
Emphasizing the value of investing in people, rather than logos or emblems

[12:01 - 18:31] Closing Segment

The importance of consistency and having a smaller but quality group of supporters
Listeners can visit impactequity.net to learn more about Randy and his work

Tweetable Quotes:

“If what we are actually presenting to our investors really will do what we say it's gonna do…. We're doing a disservice if we don't share that with as many people as we possibly can.” – Randy Smith

“You are choosing to do it because you enjoy it and you like it.” – Randy Smith

You can connect with Randy Smith through his:

Email: RANDY@IMPACTEQUITY.NET

Social Media: LinkedIn, Instagram

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Dan Fradenburgh is a seasoned commercial real estate partner who specializes in offering CRM, online web funnels and applications, and social media marketing for mid-to-large commercial real estate property focused sponsors. He is currently serving as the CTO at Lorren Capital in Wichita Falls, TX, where he oversees technology and promotions. As the founder of FunnelFixing.com, Dan leads a full-stack CRM agency that helps businesses streamline their operations and enhance their customer experience. He is also the owner of 506b.me, a commercial syndication compliance and partnership creation platform that assists real estate investors with regulatory compliance. In addition, Dan hosts "Who Are You Helping," a podcast where he helps people share their professional and philanthropic endeavors, enabling his network to select professionals and charitable causes directly or indirectly. Dan's CHANCE ENCOUNTER podcast episodes are designed for commercial real estate investors and take only 15 minutes to record, documenting their relationships for 506b purposes by discussing their motivations and roles in commercial property acquisition/operation/flipping.

Are you struggling to attract potential investors to your real estate project? Do you feel overwhelmed with the technical aspects of funnel creation and digital marketing? In this episode, the speakers share their insights on the importance of color palettes, font choices, and strategic funnel creation for maintaining continuity and consistency throughout the investment process. They stress the need to specialize in one's strengths and outsource tasks that are not within their expertise. They also discuss the benefits of trade and specialization in increasing productivity and achieving success. Tune in to learn more about how to take your real estate investing game to the next level!

[00:01 - 06:01] The Importance of Consistency and Continuity in Branding

Consistency and continuity are crucial in branding to create a memorable image for your audience
Elements of branding such as fonts, colors, symbols, and movements should be consistent across all platforms
Funnel creation is a key part of branding that can be done in analog or digital formats
Digital funnel creation using tools like ClickFunnels can be effective, but complex funnels may require professional design or coding assistance

[06:02 - 11:47] Specializing in Your Superpowers and Outsourcing Tasks

Focusing on your strengths and superpowers can lead to increased productivity and success as a team
It's important to identify tasks that are not in your expertise and outsource them to others who excel in those areas
Before automating tasks and hiring help, make sure you have a base level of knowledge to ensure quality work

[11:48 - 17:10] Closing Segment

Commercial real estate can provide a higher ROI than web development
Listeners can visit FunnelFixing.com, 506b.me, dandoesdeals.com, RealEstateisaSCAM.com, figgerridout.com, and youtube.com/@DanFradenburgh to learn more about Dan and his work

Tweetable Quotes:

“That's why commercial real estate just made so much sense to me right out of the gate. It's because web development takes actual time.” – Dan Fradenburgh

“Once you get into personal branding and doing things on your own as an entrepreneur, it's tough unless you're well funded.” – Dan Fradenburgh

You can connect with Dan Fradenburgh through his:

Email: dan.fradenburgh@gmail.com

Social Media: LinkedIn

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Dan Fradenburgh is a seasoned commercial real estate partner who specializes in offering CRM, online web funnels and applications, and social media marketing for mid-to-large commercial real estate property focused sponsors. He is currently serving as the CTO at Lorren Capital in Wichita Falls, TX, where he oversees technology and promotions. As the founder of FunnelFixing.com, Dan leads a full-stack CRM agency that helps businesses streamline their operations and enhance their customer experience. He is also the owner of 506b.me, a commercial syndication compliance and partnership creation platform that assists real estate investors with regulatory compliance. In addition, Dan hosts "Who Are You Helping," a podcast where he helps people share their professional and philanthropic endeavors, enabling his network to select professionals and charitable causes directly or indirectly. Dan's CHANCE ENCOUNTER podcast episodes are designed for commercial real estate investors and take only 15 minutes to record, documenting their relationships for 506b purposes by discussing their motivations and roles in commercial property acquisition/operation/flipping.

Are you looking to write a book or create a funnel for networking? In this episode, Dan shares his expert tips on both topics. He stresses the importance of having a clear structure when writing a book and provides his own approach to creating meaningful relationships through a 30-minute funnel. When it comes to creating effective marketing funnels, personalization is key, including attention to language, font, and colors. Dan emphasizes the need for a team member with sales and psychology experience and notes the limitations of pre-set platforms. Finally, he discuss the importance of negative space in design and having a team member with design expertise. Tune in now to discover how to write a successful book and create a networking funnel that truly resonates with your audience!

[00:01 - 04:26] AI Copywriting and Legal Ownership Issues

The benefits and limitations of Chat GPT as an AI tool for copywriting
The risk of losing personal branding and legal ownership by using Chat GPT
The importance of being careful not to input personal content into Chat GPT

[04:27 - 08:00] Simplifying Book Writing with Attention to Detail Handbook

The significance of having a clear structure for writing a book
Using details from conversations to build lasting relationships and conversions
The effectiveness of starting in the middle of the funnel for investor opportunities

[08:01 - 11:31] The Crucial Role of a Knowledgeable Team in Funnel Creation and Sales Strategy

Copying customers' language and words for personalized marketing
The importance of sales experience in determining effective marketing strategies
The holistic approach to marketing beyond just software and technical aspects

[11:32 - 15:39] Closing Segment

Having someone on the team to provide honest feedback and talk you out of bad ideas
Listeners can visit FunnelFixing.com, 506b.me, dandoesdeals.com, RealEstateisaSCAM.com, figgerridout.com, and youtube.com/@DanFradenburgh to learn more about Dan and his work

Tweetable Quotes:

“If you don't have any sales experience, it's gonna be tough to judge what's actually gonna work and what isn't.” – Dan Fradenburgh

“The thing I wanna emphasize to everybody in the audience is I think the best piece of homework you can do is find out what led one of these bigger teams looks like.” – Dan Fradenburgh

You can connect with Dan Fradenburgh through his:

Email: dan.fradenburgh@gmail.com

Social Media: LinkedIn

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Dan Fradenburgh is a seasoned commercial real estate partner who specializes in offering CRM, online web funnels and applications, and social media marketing for mid-to-large commercial real estate property focused sponsors. He is currently serving as the CTO at Lorren Capital in Wichita Falls, TX, where he oversees technology and promotions. As the founder of FunnelFixing.com, Dan leads a full-stack CRM agency that helps businesses streamline their operations and enhance their customer experience. He is also the owner of 506b.me, a commercial syndication compliance and partnership creation platform that assists real estate investors with regulatory compliance. In addition, Dan hosts "Who Are You Helping," a podcast where he helps people share their professional and philanthropic endeavors, enabling his network to select professionals and charitable causes directly or indirectly. Dan's CHANCE ENCOUNTER podcast episodes are designed for commercial real estate investors and take only 15 minutes to record, documenting their relationships for 506b purposes by discussing their motivations and roles in commercial property acquisition/operation/flipping.

Are you interested in real estate investing but don't know where to start? Look no further! In this episode, we chat with Dan, who shares valuable tips on email marketing, relationship-building, and the importance of compliance with SEC rules. Dan emphasizes the value of building email lists and documenting investor relationships to comply with regulations. He also recommends 506 BMI, a platform to build virtual relationships with investors. The conversation then shifts to the importance of funnels in marketing, whether analog or digital. Dan shares his insights on email open rates, segmenting an email list, and automated email campaigns. Additionally, he sheds light on the challenges of using CRMs and the importance of selecting a merchant account provider that integrates with payment gateway and shopping cart software. Join us for an insightful discussion on real estate investing and learn how you can save time, avoid costly mistakes, and achieve your dreams in this lucrative industry.

[00:01 - 07:36] Building an Email List For Real Estate Investing

The importance of building an email list for real estate investing
Tips on making it easy for people to join your email list
The importance of documenting relationships with investors

[07:37 - 14:35] Maximizing Your Funnel: Analog and Digital Strategies for Lead Generation and Conversion

Other funnel strategies aside from ClickFunnels
Face-to-face events as a top-of-the-funnel strategy
Importance of segmenting your email list
The need for expert knowledge in automations

[14:36 - 22:10] Navigating the Complexities of CRM and Shopping Cart Integration

Challenges of navigating CRM and the need for shopping cart CRMs
Popular email drip program Active Campaign
Integration of shopping cart CRMs with payment gateways and merchant accounts

[22:11 - 28:41] Closing Segment

The importance of merchant account integration with payment gateway and shopping cart software
Listeners can visit FunnelFixing.com, 506b.me, dandoesdeals.com, RealEstateisaSCAM.com, figgerridout.com, and youtube.com/@DanFradenburgh to learn more about Dan and his work

Tweetable Quotes:

“So there are opportunities to mess up the funnel, but that's the idea, is that you gotta play the entire situation.” – Dan Fradenburgh

“PayPal is a mix of the payment gateway and the merchant account.” – Dan Fradenburgh

You can connect with Dan Fradenburgh through his:

Email: dan.fradenburgh@gmail.com

Social Media: LinkedIn

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Bernard Reisz, CPA is a financial strategist and educator at ReSureFinancial.com who helps real estate investors elevate their ROI and wealth growth by leveraging real estate title and tax tools. He serves as the Chief Education Officer at ReSure Financial, where he curates a website to educate investors on topics like 1031 Exchange, Cost Segregation, and 401k/IRA. Bernard's expertise in financial, tax, real estate, and legal topics has made him a sought-after guest on numerous forums, where he shares his straight-talk and unique insights on various aspects of real estate tax matters. He is well-versed in advanced tax strategies such as UBIT, UBTI, UDFI, 453 Installment Sales, and more.

Are you looking to create long-lasting wealth through real estate investment? Do you want to learn about the benefits of diversification and how to make cash-flowing deals? Then this episode is for you. Our experts discuss the importance of thoughtful and unbiased financial advice, and why diversification is key to maintaining your lifestyle. We cover various types of investments such as residential and multi-family properties, farmland, mineral oil and gas, and affordable Class C properties. Our speakers also emphasize the importance of real estate tax tools like 1031 exchange, cost segregation, and self-directed retirement accounts to help you maximize your returns. We also discuss the value of charitable giving and the optimal amount of taxation. Tune in to this episode to learn more about creating long-lasting wealth through strategic financial planning and education in real estate investment.

[00:01 - 06:08] The Importance of Diversification and Tax Tools for Financial Success

Diversification is crucial to achieving financial success
Investments in various assets like oil and gas, farmland, and residential real estate can provide a safety net
There is no one-size-fits-all approach to investing
Thoughtful and unbiased advice is important

[06:09 - 12:22] Real Estate Tax Tools and Financial Freedom

People prioritize safety once they reach financial comfort
Diversification is key to maintaining lifestyle and progressing
Good tax advice is necessary for complex tax situations
Legitimate deductions should be claimed without fear of the IRS

[12:23 - 18:45] Insights on Tax Strategies and Private Charity

There is no patriotic duty to arrange affairs to benefit the treasury
Organizing transactions to create the lowest tax burden is crucial
Private charity is more effective than government bureaucracy

[18:46 - 20:04] Closing Segment

An optimal tax amount exists, and additional taxation has decreasing benefits
Listeners can visit resurefinancial.com and members.resurefinancial.com to learn more about Bernard and his work

Tweetable Quotes:

“A red flag is only something to fear, if you've got something to hide.” – Bernard Reisz

“The first indication that you're dealing with people that are thoughtful and unbiased is when there is no one size fits all.” – Bernard Reisz

You can connect with Bernard Reisz through his:

Email: bernard@resurefinancial.com

Social Media: LinkedIn

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Bernard Reisz, CPA is a financial strategist and educator at ReSureFinancial.com who helps real estate investors elevate their ROI and wealth growth by leveraging real estate title and tax tools. He serves as the Chief Education Officer at ReSure Financial, where he curates a website to educate investors on topics like 1031 Exchange, Cost Segregation, and 401k/IRA. Bernard's expertise in financial, tax, real estate, and legal topics has made him a sought-after guest on numerous forums, where he shares his straight-talk and unique insights on various aspects of real estate tax matters. He is well-versed in advanced tax strategies such as UBIT, UBTI, UDFI, 453 Installment Sales, and more.

Are you a real estate investor looking to optimize your taxes and maximize your deductions? In this episode, we bring together industry experts to explore the complex world of taxes and how they impact your real estate investments. From land allocation in cost segregation studies to understanding tax rates and state conformity to federal bonus depreciation, our speakers discuss key factors and share strategies like 1031 exchanges and cost segregation studies to mitigate taxes. They emphasize the need to work closely with CPAs and tax professionals to prepare for complex taxation issues, and even touch on retirement accounts and the impact of bonus depreciation. Whether you're a new investor just starting out or an experienced pro looking to hone your skills, tune in to this episode to stay up-to-date on best practices for optimizing your taxes.

[00:01 - 07:55] The Importance of Cost Segregation

Land allocation is a key factor in cost segregation studies
Actual tax rates and state conformity to federal bonus depreciation affect the true benefit of cost segregation deductions
Time value of money is crucial in real estate investing, and tax planning can help maximize returns

[07:56 - 16:16] Maximizing Tax Deductions in Real Estate: Strategies and Risks to Consider

Tax deductions can be used to offset gains in real estate investments
Buying bigger assets creates even bigger deductions
Not claiming allowable depreciation can lead to recapture in the future
Adjusted tax basis is important in calculating true gain from a property sale

[16:17 - 24:49] Understanding the Impact of Cost Segregation and Bonus Depreciation on Retirement Accounts

Land does not depreciate, so only allocated amount remains
Short-term gains taxed at ordinary income rates, long-term gains have varying rates
Bonus depreciation may or may not benefit retirement accounts

[24:50 - 29:09] Closing Segment

Cost segregation is a no-brainer for syndicated deals
Listeners can visit resurefinancial.com and members.resurefinancial.com to learn more about Bernard and his work

Tweetable Quotes:

“The cash flow comes into the retirement account.” – Bernard Reisz

“Every investor is gonna be impacted by cost segregation differently based on our tax plan.” – Bernard Reisz

You can connect with Bernard Reisz through his:

Email: bernard@resurefinancial.com

Social Media: LinkedIn

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Bernard Reisz, CPA is a financial strategist and educator at ReSureFinancial.com who helps real estate investors elevate their ROI and wealth growth by leveraging real estate title and tax tools. He serves as the Chief Education Officer at ReSure Financial, where he curates a website to educate investors on topics like 1031 Exchange, Cost Segregation, and 401k/IRA. Bernard's expertise in financial, tax, real estate, and legal topics has made him a sought-after guest on numerous forums, where he shares his straight-talk and unique insights on various aspects of real estate tax matters. He is well-versed in advanced tax strategies such as UBIT, UBTI, UDFI, 453 Installment Sales, and more.

Are you interested in real estate investing, but feeling overwhelmed by the various tools available? In this episode, we sit down with Bernard from Reshore Financial to learn about the importance of title and escrow in real estate transactions. From clearing title to settlement statements, Bernard emphasizes the need for expertise, communication, and responsiveness during the closing process. But that's not all - we also dive into the world of depreciation deductions and cost segregation studies, exploring how investors can take advantage of accelerated depreciation in year one. Whether you're a beginner or a seasoned pro, this podcast will give you valuable insights into the tools available for real estate investing success. Tune in now!

[00:01 - 06:28] What are The Different Tools in Real Estate Investing

Understand the different tools in real estate investing, such as cost segregation, 1031 exchanges, retirement accounts, and title and escrow
Expertise and responsiveness are crucial in resolving title issues and closing deals on time

[06:29 - 12:45] Understanding the Importance of Settlement Statements and Title Insurance in Real Estate Transactions

Disbursements involve lender funds to escrow, dispersing funds to the seller, and buyer deposits going through the disburser
Settlement statement is key for determining depreciation deductions for real property and tangible personal property

[12:46 - 19:17] Maximizing Tax Benefits through Cost Segregation Study and Proper Allocation Analysis

A clear settlement statement leads to a cost segregation study
Bonus depreciation is 100% if property was purchased and placed in service in 2022

[19:18 - 26:42] Closing Segment

Cost segregation study buckets items by their usable life for accelerated depreciation
Listeners can visit resurefinancial.com and members.resurefinancial.com to learn more about Bernard and his work

Tweetable Quotes:

“Real estate provides awesome depreciation deductions.” – Bernard Reisz

“So a key part of tax strategy and to be able to claim depreciation deductions if you wanna get them for the current year, is make sure that it's at least available to rent.” – Bernard Reisz

You can connect with Bernard Reisz through his:

Email: bernard@resurefinancial.com

Social Media: LinkedIn

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

William Holland is the CEO and founder of Bigger Picture Holdings LLC, a real estate investment company in Dallas, Texas, specializing in value-add multifamily properties. He has extensive experience in construction planning and management, having previously worked for Balfour Beatty and Infinity MEP Consultants. William is an active member of TREC, a significant real estate organization in Texas, and RaiseMasters, a mastermind group for capital raisers. He collaborates with experienced multi-family operators to achieve long-term success. With a degree in mechanical engineering from Texas A&M University, William enjoys basketball, cycling, camping, and serving at church. He considers his relationship with Jesus as the most critical aspect of his life and strives to glorify God in all his endeavors.

In the world of real estate investing, there's always a debate between single-family and multifamily properties. Some believe that multifamily is the way to go, while others prefer the more traditional single-family approach. In this conversation, two experienced investors discuss their views on the topic, with one stating that he loves multifamily but still sees value in residential properties, while the other values his time more than the potential for greater returns and prefers to passively invest in multifamily properties. Ultimately, both agree that education and reducing risk through knowledge is crucial for success in any investment, whether it's in real estate or the stock market. When it comes to real estate investing, it's essential to have a solid understanding of the different investment types and what works best for you. Tune in for valuable insights and advice!

[00:01 - 01:30] Investing in Residential and Multifamily

Advantages of residential real estate as a store of value
Importance of confidence in investing in single-family homes
Security in the knowledge and education gained from investing in residential real estate

[01:31 - 03:22] Investing for Long-Term

The value of time in investing
The benefits of passive investing and leveraging expertise
How to reduce risks in investing through education

[03:23 - 04:30] Risks and Education in Investing

Reducing risk through education
The experience of investing in stocks
The importance of education in reducing risk

[04:31 - 05:03] Advantages of Passive Investing

Leveraging other people's expertise and relationships
Reduced risk in passive investing compared to single-family home renovations

[05:04 - 05:14] Closing Segment

The potential for reduced risk through education and leveraging expertise
Listeners can visit biggerpictureholdings.com and themoneytreerealestateinvestorpodcast.buzzsprout.com to learn more about William and his work

Tweetable Quotes:

“That is one risk of investing in real estate syndications, is that your money is illiquid for a specified period of time.” – William Holland

“I wanna only promote and sell things that I know can be beneficial to other people.” – William Holland

You can connect with William Holland through his:

Email: biggerpictureholdings@gmail.com

Social Media: LinkedIn

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

William Holland is the CEO and founder of Bigger Picture Holdings LLC, a real estate investment company in Dallas, Texas, specializing in value-add multifamily properties. He has extensive experience in construction planning and management, having previously worked for Balfour Beatty and Infinity MEP Consultants. William is an active member of TREC, a significant real estate organization in Texas, and RaiseMasters, a mastermind group for capital raisers. He collaborates with experienced multi-family operators to achieve long-term success. With a degree in mechanical engineering from Texas A&M University, William enjoys basketball, cycling, camping, and serving at church. He considers his relationship with Jesus as the most critical aspect of his life and strives to glorify God in all his endeavors.

Are you interested in raising capital for your real estate ventures? Join us on Real Estate Investing Rocks as we explore the world of real estate investing and the challenges and regulations surrounding raising capital from non-accredited investors. Discover the difference between accredited and non-accredited investors and the strategies for raising capital, including the 506B offering. We'll also discuss potential issues when transitioning from a 506B to a 506C offering and the importance of building relationships with investors. Don't miss out on this insightful conversation on raising capital in real estate!

[00:01 - 12:04] Navigating the World of Accredited and Non-Accredited Investors

Sophisticated investors need education on investments before investing
Legal strategy of starting with 506(b) and switching to 506(c) to raise more capital
Backfilling is a common practice in raising capital for deals

[12:05 - 18:01] Navigating Investment Scenarios in 506 Offerings

Potential timing issue for investors with a large amount of money in the summer
Ability to transition from 506(b) to 506(c) at any time
Importance of creating scarcity and urgency in capital raises

[18:02 - 23:25] Closing Segment

Flexibility in minimum investment amounts and building relationships with investors
Listeners can visit biggerpictureholdings.com and themoneytreerealestateinvestorpodcast.buzzsprout.com to learn more about William and his work

Tweetable Quotes:

“That is one risk of investing in real estate syndications, is that your money is illiquid for a specified period of time.” – William Holland

“I wanna only promote and sell things that I know can be beneficial to other people.” – William Holland

You can connect with William Holland through his:

Email: biggerpictureholdings@gmail.com

Social Media: LinkedIn

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

William Holland is the CEO and founder of Bigger Picture Holdings LLC, a real estate investment company in Dallas, Texas, specializing in value-add multifamily properties. He has extensive experience in construction planning and management, having previously worked for Balfour Beatty and Infinity MEP Consultants. William is an active member of TREC, a significant real estate organization in Texas, and RaiseMasters, a mastermind group for capital raisers. He collaborates with experienced multi-family operators to achieve long-term success. With a degree in mechanical engineering from Texas A&M University, William enjoys basketball, cycling, camping, and serving at church. He considers his relationship with Jesus as the most critical aspect of his life and strives to glorify God in all his endeavors.

Are you interested in real estate investing? Do you want to learn from experienced professionals in the industry? Join us in this episode of Real Estate Investing Rocks as we sit down with William Holland, a new syndicate member who shares his journey of getting his first deal across the finish line. We'll explore the process of extending deadlines due to increased interest rates and the benefits of bridge loans over agency loans. Holland's background in mechanical engineering and construction management provides valuable insights into managing large-scale construction projects and transitioning into asset management. We'll discuss managing people, navigating difficult conversations, and providing quality residential experiences for residents. Whether you're a beginner or an expert in the field, Holland's expertise and experience offer valuable lessons and insights. So tune in now and discover the tips and tricks of real estate investing that will help you achieve financial success!

[00:01 - 05:55] The Benefits of Bridge Loans in a Rising Interest Rate Environment

Interest rate increases make deals harder to close, requiring extensions and additional capital raising
Bridge loans allow for renovations and time to increase rent rates before refinancing or selling
Rate caps provide insurance against floating interest rates on bridge loans

[05:56 - 11:57] Navigating the Upside and Downside of Interest Rates in Multifamily Real Estate Investing

Distressed properties may arise as interest rates climb and monthly payments increase
Capital calls are not a surefire way to save yield and can cause complications with IRA/401 payments
The Dallas market is the second best in the nation for multifamily, including job growth and other metrics

[11:58 - 17:34] Closing Segment

William warns listeners to be cautious of untrustworthy individuals in the industry
Listeners can visit biggerpictureholdings.com and themoneytreerealestateinvestorpodcast.buzzsprout.com to learn more about William and his work

Tweetable Quotes:

“I got to invest my own capital.” – William Holland

“You can't trust everybody in this industry, just like you can't trust everybody in your day-to-day life.” – William Holland

You can connect with William Holland through his:

Email: biggerpictureholdings@gmail.com

Social Media: LinkedIn

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Randi Jo Pieper began her journey in 2004, helping men and women that filled their "voids" with addictions by working as a probation officer. She has had a professional career helping thousands of people of all ages struggling with where they fit in and reintegrating into society during their probation. She is an unlicensed Psychotherapist and holds a Master's Degree in teaching and learning online. In 2013, she decided to work with men and women on a deeper level and was certified as a Life Coach.

In this episode, Randi discusses the rule of 72, which is used to determine how long it takes to double one's money. Real estate investments often take only five years or less to double your money, making it a lucrative investment option. But real estate isn't just about making money. It can also be a way to give back to the community. Their conversation revolves around creating a foundation for people with rare diseases, which will be funded through an endowed fund. The focus is on providing affordable housing to people above the age of 55, who are often neglected and left struggling financially. Real estate is seen as a viable investment vehicle to support these dreams and ideas. She discusses various strategies that investors can use to invest in such projects while earning a profit at the same time. But investing in real estate isn't always easy. It requires patience, hard work, and perseverance. That's why having a supportive community is so important. She emphasizes the importance of having a group of like-minded individuals who motivate and cheer one another on, even in the face of jealousy or comparison. Join us for this engaging and insightful conversation about how real estate investing can help you achieve your financial goals while also giving back to the community!

[00:01 - 06:35] Educating Oneself on Real Estate Investing

Educating oneself reduces risk in real estate investing
Real estate investments can double money in a shorter time than other investments
Real estate can be a good vehicle for retirement planning and giving back through foundations

[06:36 - 12:39] Real Estate Investors Create Foundation for People with Rare Diseases and Affordable Housing Solutions

Why Randi wants to create a foundation for people with rare diseases, funded through an endowed fund
Real estate is seen as an investment vehicle to achieve these dreams, and the real estate community is supportive like a family
Why being in this space with like-minded individuals who support and motivate each other is empowering

[12:40 - 19:32] Closing Segment

Randi shares why jealousy may exist but can be turned into motivation to continue growing and achieving goals
To learn more about Randi and her work, listeners can visit Linkedin.Com/randi-jo-pieper!

Tweetable Quotes:

“That's what I love about real estate. We all are just supporting each other.” – Randi Jo Pieper

“I think I'm kind of turning it around and looking at motive as jealousy as more of a motivation to go forward.” – Randi Jo Pieper

You can connect with Randi Jo Pieper through his:

Email: fillingyourtreasurechest@gmail.com, randijopieper@gmail.com

Social Media: LinkedIn

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Randi Jo Pieper began her journey in 2004, helping men and women that filled their "voids" with addictions by working as a probation officer. She has had a professional career helping thousands of people of all ages struggling with where they fit in and reintegrating into society during their probation. She is an unlicensed Psychotherapist and holds a Master's Degree in teaching and learning online. In 2013, she decided to work with men and women on a deeper level and was certified as a Life Coach.

In this episode, Randi discusses the benefits of passive investing and how it allows for greater flexibility and focus on returns rather than other details. She also explores different types of investments, including industrial flex spaces and gray spaces, which offer unique opportunities for customization. But the conversation doesn't stop there. They also delve into a range of other topics that are essential for success in real estate investing. They discuss entrepreneurship and multi-level marketing, as well as the role of education in achieving your goals. She shares her experiences with higher education and questions the value of traditional academic paths when it comes to achieving success. They also touch on the importance of socialization and mental health in education and discuss how they can impact your overall success. Finally, they wrap up with a discussion about the changing attitudes toward education and career paths. Many young people are opting for hands-on learning opportunities before considering college or pursuing non-traditional career paths altogether. So tune in and let us help you achieve your financial goals through real estate investing!

[00:01 - 06:08] What Passive Investing Offers

Passive investing offers more opportunities and less research compared to active investing
Industrial flex spaces are becoming popular due to supply chain issues
Gray space in commercial buildings allows for customizable layout and design

[06:09 - 12:06] The Changing Landscape of Education and Career Choices

A desire to grow retirement plan and pursue entrepreneurship
The importance of hands-on learning and getting "dirty"
Why we should be concern about mental health and socialization in younger generations

[12:07 - 18:47] Closing Segment

Randi shares why we should shift towards trying things out before considering college
To learn more about Randi and her work, listeners can visit Linkedin.Com/randi-jo-pieper!

Tweetable Quotes:

“I think that knowledge is more power in getting out there in there and getting your hands dirty.” – Randi Jo Pieper

“If I were to do it over again, I think I definitely would follow the more entrepreneur piece of it.” – Randi Jo Pieper

You can connect with Randi Jo Pieper through his:

Email: fillingyourtreasurechest@gmail.com, randijopieper@gmail.com

Social Media: LinkedIn

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Randi Jo Pieper began her journey in 2004, helping men and women that filled their "voids" with addictions by working as a probation officer. She has had a professional career helping thousands of people of all ages struggling with where they fit in and reintegrating into society during their probation. She is an unlicensed Psychotherapist and holds a Master's Degree in teaching and learning online. In 2013, she decided to work with men and women on a deeper level and was certified as a Life Coach.

In this episode, Randi discusses the benefits of switching from a traditional W-2 job to real estate investing, the differences between accredited and sophisticated investors, and how to vet potential investments. Listeners will learn the importance of having an owner-operator team to understand their investors' educational backgrounds and financial limits in order to protect them from potentially losing their life savings. Plus, hear examples from individuals who have made this switch successfully and are now reaping the rewards. Finally, get a reminder that real estate can be a great way to become a millionaire and that starting small is always the best approach. Tune into Real Estate Investing Rocks with Angel with the Academy now!

[00:01 - 07:39] How Randi is Helping People Reinvent Themselves

Randy Jo is a life coach and unlicensed psychotherapist helping women nearing retirement to finance their lives after no longer working
Randy is also helping people reinvent themselves through passive investing
Investing can include residential multi-family, RV parks, medical office buildings, office buildings, retail centers, and strip centers

[07:40 - 15:25] Gaining Control of Your Retirement: The Benefits of Self-Directed IRA Investing

Real estate is not a competition and there is enough for everyone to benefit
Cross training is beneficial, but people are often reluctant to share their practices
Investing in real estate can provide more peace of mind than stocks

[15:26 - 22:51] Closing Segment

Randi shares why sophisticated investors do not meet requirements for accredited but have educational base and understanding of investment opportunity
To learn more about Randi and her work, listeners can visit Linkedin.Com/randi-jo-pieper!

Tweetable Quotes:

“In real estate, it's like it comes together as a team.” – Randi Jo Pieper

“Real estate's always gonna be there for you.” – Randi Jo Pieper

You can connect with Randi Jo Pieper through his:

Email: fillingyourtreasurechest@gmail.com, randijopieper@gmail.com

Social Media: LinkedIn

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Todd Sulzinger is the CEO of Blue Elm Investments, a private equity real estate firm based in San Francisco, CA. Todd is a former Silicon Valley finance executive turned real estate investor. He founded Blue Elm in 2018 to create curated real estate investment opportunities for investors to allow them to passively invest in real estate as a strategic way to diversify their portfolios outside of the stock market. Todd is the co-author of Success Habits of Super Achievers, an Amazon bestseller with inspiring stories to accelerate your success.

In this episode, Todd Sulzinger discusses how to save time, avoid costly mistakes, and begin living the life you've always dreamed of through real estate investing. From the traditional communities to the newer destination parks with primitive camping and amenities, Todd covers it all. Listen in to learn about how the RV business has grown and changed Americans' definition of the dream. Plus, get an overview of Park Model RVs - tiny homes on wheels that are less than 400 square feet - and understand why they are built to withstand travel. And finally, get insight into different types of investments you can get involved with and how to identify which asset class will be right for you. Plus, hear tips on syndicating a 5 or 6 B deal from someone who did not go to college but gained knowledge from experience, as well as a method for getting three touches out of potential investors. Don't miss this episode for everything you need to know about investing in mobile home parks or RV parks!

[00:01 - 06:09] What Are RV Parks and Mobile Home Communities

Grandfathering in can be an issue when investing in real estate
RV parks and mobile home communities can look similar but have different features
Destination parks are becoming more popular with primitive camping, campsites with water and electricity, concrete pads, gravel, boondock only, full hookups, bath houses, wash areas and laundromats, convenience stores

[06:10 - 11:57] Exploring the Changing American Dream: Investing in Tiny Homes, RVs, and More

RV business has grown with younger people, millennials, and outdoorsy people looking for bigger experiences
American dream has changed from owning a home to having bigger experiences
Park model RVs are less than 400 square feet and cost between $60,000-$80,000 per unit
Investors can use 5 0 6 Bs and 5 0 6 Cs to invest in real estate
Accredited investors can advertise their investments

[11:58 - 17:48] Closing Segment

Todd shares why the goal is to create more relationships and touch with potential investors when running a 5 or 6 B deal.
To learn more about Todd and his work, listeners can visit blueelminvestments.com!

Tweetable Quotes:

“You have to have a relationship with somebody to be able to bring me in non-accredited investors into a 5 0 6.” – Todd Sulzinger

“I always say I'm not an CC attorney.” – Todd Sulzinger

You can connect with Todd Sulzinger through his:

Website: blueelminvestments.com

Email: todd@blueelminvestments.com

Social Media: LinkedIn,

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Todd Sulzinger is the CEO of Blue Elm Investments, a private equity real estate firm based in San Francisco, CA. Todd is a former Silicon Valley finance executive turned real estate investor. He founded Blue Elm in 2018 to create curated real estate investment opportunities for investors to allow them to passively invest in real estate as a strategic way to diversify their portfolios outside of the stock market. Todd is the co-author of Success Habits of Super Achievers, an Amazon bestseller with inspiring stories to accelerate your success.

In this episode, Todd Sulzinger discusses the need for affordable housing across the country, how to manage and run mobile home parks, different types of tenants in mobile home parks, and how to make money in real estate through park-owned homes versus tenant-owned homes. Learn what challenges investors may face when managing these parks, why some choose to pursue other investments instead. This episode has something for everyone interested in real estate investing - whether you're just starting out or are a seasoned investor looking to hone your skills!

[00:01 - 07:52] Why Capital Raising Is Important

Capital raising is important and money won't just come to you
Team is important when investing in syndications
It is beneficial to have some experience in the space before leading your own first deal

[07:53 - 15:31] From Grandparents to Mobile Home Park Owner: My Journey Through Affordable Housing and Due Diligence

Had past experience and had been talking to potential investors for a year
Got into mobile home communities due to need for affordable housing and less competition than apartment space
Grandparents ran their real estate business by collecting cash door to door
Some people prefer self-managing to avoid paying property management fees
Can be challenging to manage mobile home parks and may not be the right fit for everyone

[15:32 - 22:53] Closing Segment

Todd shares why you can make money in real estate with different asset classes and levels of quality
To learn more about Todd and his work, listeners can visit blueelminvestments.com!

Tweetable Quotes:

“Some markets don't lend themselves necessarily to home ownership.” – Todd Sulzinger

“Harder things to find are good movers.” – Todd Sulzinger

You can connect with Todd Sulzinger through his:

Website: blueelminvestments.com

Email: todd@blueelminvestments.com

Social Media: LinkedIn,

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Todd Sulzinger is the CEO of Blue Elm Investments, a private equity real estate firm based in San Francisco, CA. Todd is a former Silicon Valley finance executive turned real estate investor. He founded Blue Elm in 2018 to create curated real estate investment opportunities for investors to allow them to passively invest in real estate as a strategic way to diversify their portfolios outside of the stock market. Todd is the co-author of Success Habits of Super Achievers, an Amazon bestseller with inspiring stories to accelerate your success.

In this episode, Todd Sulzinger shares his knowledge on passive real estate investing through syndication. He'll provide tips on how to save time and avoid costly mistakes. Plus, discover the differences between C, B, and A class properties and how each can offer great returns when done correctly. Learn about how to make money off of investments with distributions and increased property value as well as the higher turnover of C properties and the potential risks associated with them. And hear about adding additional income streams for tenants and being two hours away from a major metropolitan area to get supplies. Don't miss out - tune in now!

[00:01 - 05:50] Transitioning Into Real Estate Syndications

He started investing in single family homes in 2013 and eventually transitioned into real estate syndications
He advises people to share their real estate investing stories so that potential investors know they are serious about it
Passive residential real estate is vastly different from passive multi-family real estate

[05:51 - 11:40] Investing in Real Estate: From Mailbox Money to Flipping Apartment Complexes

Passive multi-family real estate allows for deposits to be made directly into an account
Many apartment buildings are owned by groups of people rather than billionaires
Syndication is a great way for people to get started in real estate investing without having to put in large amounts of money
It is beneficial to invest in one's own backyard as it is easier to manage and understand the local market
Investing in Class C single family homes can yield significantly higher cash flows than Class B single family homes

[11:41 - 17:31] Closing Segment

Todd shares why offering covered parking and reserved parking can create additional income streams
To learn more about Todd and his work, listeners can visit blueelminvestments.com!

Tweetable Quotes:

“When you're in a market as closely as you are, that's so valuable. ” – Todd Sulzinger

“It wasn't called syndication back in the fifties or sixties, but that's how these things get purchased and create legacy wells and cash flow and all those things.” – Todd Sulzinger

You can connect with Todd Sulzinger through his:

Website: blueelminvestments.com

Email: todd@blueelminvestments.com

Social Media: LinkedIn,

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Raymond T. Hightower is a tech company founder and commercial real estate investor operating in the State of Arizona, USA. Growing a technology company for twenty-one years and ultimately selling it gave Hightower a boots-on-the-ground education in business execution and vanquishing obstacles.

Driven by a desire to improve the world through business, Hightower launched ROIClear (formerly BizDayGlobal), the video podcast where business leaders serve others by sharing knowledge. Hightower is active with the Boy Scouts of America where he teaches future leaders about budgeting and time management.

In 2017, Hightower launched Bridgetown Partners. Bridgetown is a buyer of commercial real estate in Arizona, Tennessee, and Texas, with a special focus on 50-150 unit multifamily properties.

In this episode, Raymond dives into the importance of understanding an investor’s motivation and objectives when entering into a real estate investment. He emphasizes the need for building trust and having an abundance mentality when it comes to raising capital and managing assets. Raymond shares his insights on why it’s important to understand someone’s “why” instead of just collecting data, as well as how to provide investors with all the necessary information without pushing them in one direction. He also explains the value of having four players on a team - an asset manager, a capital raiser, someone to find acquisitions and an underwriter - as well as creating relationships with more than just investors and property management companies. Finally, Raymond discusses how reallocating resources can change a business plan and why understanding this is essential for successful deals. Tune in now to learn more about investing in real estate with insight from an experienced professional!

[00:01 - 07:53] Discover Your "Why"

Learn how to build trust by understanding why they're doing what they're doing
Ask questions to help investors identify their why
Relationship-based approach is better than a strictly transactional approach

[07:54 - 12:24] How Asset Management, Capital Raises, and Investor Relationships Intertwine

Having an abundance mentality is key to successful investing
Investors will have preferences for certain people and deals
It's important to introduce investors to other people and deals that may be a better fit for them
Keeping secrets is not necessary when it comes to investing
Asset management, capital raising, acquisitions, and underwriting are all intertwined

[12:25 - 15:24] Closing Segment

Raymond shares why relationships with different vendors are important
To learn more about Raymond and his work, listeners can visit bizdayglobal.com!

Tweetable Quotes:

“I feel more connected with an investor when I understand what it is that drives them.” – Raymond T. Hightower

“This is such a world of rich abundance.” – Raymond T. Hightower

You can connect with Raymond T. Hightower through his:

Websites: rayhightower.com, bridgetownpartners.com

Email: rth@rayhightower.com

Social Media: Facebook, Instagram, LinkedIn, Twitter, Tiktok

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Raymond T. Hightower is a tech company founder and commercial real estate investor operating in the State of Arizona, USA. Growing a technology company for twenty-one years and ultimately selling it gave Hightower a boots-on-the-ground education in business execution and vanquishing obstacles.

Driven by a desire to improve the world through business, Hightower launched ROIClear (formerly BizDayGlobal), the video podcast where business leaders serve others by sharing knowledge. Hightower is active with the Boy Scouts of America where he teaches future leaders about budgeting and time management.

In 2017, Hightower launched Bridgetown Partners. Bridgetown is a buyer of commercial real estate in Arizona, Tennessee, and Texas, with a special focus on 50-150 unit multifamily properties.

In this episode, Raymond discusses the importance of real estate investing and how to create an effective asset management plan. From understanding the power of saying no and having options to budgeting for short-term and long-term needs, this podcast episode provides valuable insight on how to be smart with your investments. He will also provide tips on proper property management, such as ensuring adequate lighting in corridors and monitoring for theft or crime. Plus, He’ll talk about building a local investor base, developing credibility with investors, verifying wiring instructions to avoid any fraudulent activity, and using ACHs for initial deposits over wires. Don’t miss this informative episode packed full of helpful advice on how to make the most out of your real estate investing!

[00:01 - 07:41] How to Save Time and Avoid Costly Mistakes

Negotiating is counterintuitive - you don't want the yes, you want the no
Entrepreneurial timeline is feast or famine
Budgeting is essential for long-term growth
Asset management principles applied to life

[07:42 - 15:03] Exploring the Benefits of Proactive Security Measures

Increased demand for security measures such as lights and cameras due to residents wanting a sense of personal security and fairness
Proactive approach to nipping potential issues in the bud, such as increased lighting in corridors
Building relationships with investors by sharing knowledge and having real-time conversations
Quarterly Zoom calls with investors to provide updates on properties
Bus tours of properties to welcome investors with fire pits, apple cider, and ladders

[15:04 - 22:15] Closing Segment

Raymond shares why we should consider using ACH instead of wires
To learn more about Raymond and his work, listeners can visit bizdayglobal.com!

Tweetable Quotes:

“If you're calling someone in for a Zoom call, you wanna give them something of value.” – Raymond T. Hightower

“Be proactive.” – Raymond T. Hightower

You can connect with Raymond T. Hightower through his:

Websites: rayhightower.com, bridgetownpartners.com

Email: rth@rayhightower.com

Social Media: Facebook, Instagram, LinkedIn, Twitter, Tiktok

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Raymond T. Hightower is a tech company founder and commercial real estate investor operating in the State of Arizona, USA. Growing a technology company for twenty-one years and ultimately selling it gave Hightower a boots-on-the-ground education in business execution and vanquishing obstacles.

Driven by a desire to improve the world through business, Hightower launched ROIClear (formerly BizDayGlobal), the video podcast where business leaders serve others by sharing knowledge. Hightower is active with the Boy Scouts of America where he teaches future leaders about budgeting and time management.

In 2017, Hightower launched Bridgetown Partners. Bridgetown is a buyer of commercial real estate in Arizona, Tennessee, and Texas, with a special focus on 50-150 unit multifamily properties.

In this episode, Raymond explains the acquisition process from underwriting to selecting a property management company, as well as why it’s important to take an empathetic approach towards residents and investors. He also talks about how people getting into real estate as co-sponsors or GP's often don't get to experience the full scope of asset management. Lastly, he discusses capital raising and how it requires building relationships with potential investors. Topics include calling friends, attending events, building automated systems, staying in touch even if people don’t invest and getting out of a follow-up loop by emphasizing that friendship is not contingent on an investment. Tune into this episode to hear more about the importance of asset management and capital raising in real estate investing.

[00:01 - 08:12] Insight on Real Estate Investing and Asset Management

Raymond T. Hightower runs a company called Bridgetown Partners that buys multifamily apartment properties and invites investors to participate
Asset management starts in the PPM, when deciding how to distribute GP shares and asset management fees, and who will be the boots on the ground
Asset management is involved in the acquisition process, underwriting, and selecting a property manager
Asset management is woven into all aspects of real estate investing
Co-sponsors or GPs may not get to see the full scope of asset management

[08:13 - 15:22] Navigating the Rapids: Tips for Closing and Capital Raising in a Volatile Market

Capital is necessary to get a deal across the finish line, but taking an active role in weekly meetings can help build trust with investors
Trust is achieved through competence and credibility
In a tertiary market, property management companies may be familiar with the property already
It is important to have an accurate CapEx budget to avoid surprises
Closing fees are not known until the day of closing, so it is important to hit the amount to close and then fully subscribe later if needed
Navigating the capital raise process can be challenging, but there are benefits such as locking in interest rates

[15:23 - 22:57] Closing Segment

Raymond reminds people that investing in a deal has no effect on their friendship or relationship with you can help get them talking again
To learn more about Raymond and his work, listeners can visit bizdayglobal.com!

Tweetable Quotes:

“What better way to build trust with your investors than to know the product intimately and to be able to talk about what's happening.” – Raymond T. Hightower

“If interest rates are volatile and you don't know where they're going, once you hit that amount to close, go ahead and close lock in that rate.” – Raymond T. Hightower

You can connect with Raymond T. Hightower through his:

Websites: rayhightower.com, bridgetownpartners.com

Email: rth@rayhightower.com

Social Media: Facebook, Instagram, LinkedIn, Twitter, Tiktok

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Jeffrey Pollack was born and raised in Detroit. His schooling and early professional career brought him to Milwaukee, Miami, New York, Vancouver, Las Vegas, and Israel. Eventually he landed in Baltimore. He started his career as a chef and caterer, eventually switching careers to become a commercial mortgage broker with GPARENCY.

In this episode, Jeffrey discusses a toolkit that provides extensive information and resources for potential real estate investors. Learn how to access a Google Map overlay, sales and finance comps, interest rates, 10-year treasury notes, public data such as tax information and more! Plus hear about Jeffrey's online marketplace - their 3-for-30 promotion, credit system and more. Get the inside scoop on how you can begin living the life you've dreamed of by investing in real estate through their guidance. Don't miss it!

[00:01 - 03:58] What Brokers are Afraid of

Company is born from top people at Eastern Union, with 20+ years experience and relationships
Brokers are scared that people will realize they don't need to pay tens or hundreds of thousands for brokerage
Paul's first step when a deal comes across his desk is to look at the equity multiplier

[03:59 - 07:22] Unlock the Power of Due Diligence with Our Toolkit: Google Maps, Sales Comps, Finance Comps, and More!

First step in the process is to look at the property on Google Maps
Sales comps, finance comps, and interest rates are all part of the toolkit
Toolkit is available with a 5,000 membership

[07:23 - 10:58] Closing Segment

Jeffrey shares why data is more financially based, such as crime data and in/out migration
To learn more about Jeffrey and his work, listeners can visit GPARENCY!

Tweetable Quotes:

“The big value that people are seeing that's easily seen is gonna be in the debt equity placement.” – Jeffrey Pollack

“But the reality is there's just so much more in front of that tool kit and all the due diligence work….That's not quite there yet for work.” – Jeffrey Pollack

You can connect with Jeffrey Pollack through his:

Website: gprncy.com/jeffreypollack

Email: jpollack@gparency.com

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Jeffrey Pollack was born and raised in Detroit. His schooling and early professional career brought him to Milwaukee, Miami, New York, Vancouver, Las Vegas, and Israel. Eventually he landed in Baltimore. He started his career as a chef and caterer, eventually switching careers to become a commercial mortgage broker with GPARENCY.

In this episode, Jeffrey shares the nitty-gritty details of debt financing, construction loans, underwriting and more — giving listeners the information needed for a successful investment. He also discusses current market trends and the importance of seeking expert advice when considering a second raise or other financial transactions related to real estate investments. Plus, discover why it's important to go directly to the lender or equity partner rather than using a broker in order to avoid clouded views and incentivizing close deals. Join us as we navigate through the ins and outs of real estate investing — saving you time and money while helping you achieve your dreams!

[00:01 - 06:59] What Does Real Estate Investing Covers

Agency debt requires 90 days with 90% occupancy for a stabilized property
Real estate investing covers multi-family, mixed use, industrial, office space, retail, and commercial properties
Construction loans typically require refinancing the entire property

[07:00 - 14:00] Refinancing to be a Popular Option in the Next 18-24 Months, According to Expert Opinion

Mezzanine debt and preferred equity can be involved in the payment structure
Marketing should create a balance between not promising too much and not overpromising
Refinancing is expected to be a big piece of the market

[14:01 - 20:33] Closing Segment

Jeffrey shares why we don't need to go through broker if there's another deal without the issue
To learn more about Jeffrey and his work, listeners can visit GPARENCY!

Tweetable Quotes:

“People are gonna choose from what the best options available and how friendly the banks are gonna be.” – Jeffrey Pollack

“Anybody's ever dealt with the government and anything. It takes longer when it comes to loans, it's no different.” – Jeffrey Pollack

You can connect with Jeffrey Pollack through his:

Website: gprncy.com/jeffreypollack

Email: jpollack@gparency.com

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Jeffrey Pollack was born and raised in Detroit. His schooling and early professional career brought him to Milwaukee, Miami, New York, Vancouver, Las Vegas, and Israel. Eventually he landed in Baltimore. He started his career as a chef and caterer, eventually switching careers to become a commercial mortgage broker with GPARENCY.

In this episode, Jeffrey discusses how GP parent membership can help those interested in equity investing by connecting them with lenders suited for their deal. He also goes into detail about the different types of equity investments -prop and LP- along with red flags to look out for when evaluating potential deals. To wrap up the conversation, Jeffrey shares his insights on transparency in real estate investments and talks about the importance of having high-quality relationships with investors and underwriting investments for security. Tune into this episode to learn more about GP parent and how it can help take your real estate investing career to the next level!

[00:01 - 05:22] What is GParency?

GP Parent is a product that speaks for itself, helping real estate owners find and finance their deals
GP Parent is a premier mortgage brokerage that does both debt and equity financing
Membership is $5,000 annually and comes with tools to help get deals done

[05:23 - 10:41] Introducing a New Tool to Help Get Deals Across the Finish Line

Full service brokerage for debt at a flat rate of $11,000
Typical broker charges two to three points for a book or practice
Lenders require 10-30% equity from GP team and rest is supplied by partners

[10:42 - 15:40] GP Transparency: Uncovering the Value Add in Real Estate Deals

Equity will cost more but there is less risk of someone backing out at the last minute
Investment teams look for real value add opportunities
Value add could be deferred maintenance, updating old windows/HVAC units, adding a pool or exercise room, etc.
GP Transparency is all about being transparent with partners and members

[17:53 - 23:13] Closing Segment

Jeffrey shares why equity partners should not walk away if they have the ability to pull through
To learn more about Jeffrey and his work, listeners can visit GPARENCY!

Tweetable Quotes:

“If the deal makes sense….We're gonna have partners that are gonna help.” – Jeffrey Pollack

“Every deal's gonna be different. I don't think there's a set dollar amount.” – Jeffrey Pollack

You can connect with Jeffrey Pollack through his:

Website: gparency.com/jeffreypollack

Email: jpollack@gparency.com

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

BD Dweik is a successful real estate investor with over 25 years of experience. He purchased his first property in 1997. He is a partner at DA Commercial Investors working on value add QSR and Commercial Retail properties. BD is on the Board of Directors for Miraval Community (267 units) and has been Service President for 6 years.

BD holds a Bachelor's in Electrical and Computer Engineering and an MBA, Magna Cum Laude. He received his Commercial Real Estate Certificate in 2019 and has been focusing on value-add investment through syndications in multifamily, retail, and storage with ventures totaling north of $400M.

In this episode, BD discusses the advantages of setting up a fund to invest in deals. He explains how his fund works differently than others, allowing for different classes of investors and creating diversified portfolios like an ETF. He also shares his experience maturing in the real estate investment world, and tips for those looking to get involved but don't have the time. Further topics include understanding what is required to properly evaluate and invest in a deal, debt structure, market dynamics, building trust with partners and operators, and different asset classes to look out for in 2023. Don't miss this informative episode for all things related to real estate investing!

[00:01 - 06:11] Investing Your Own Money

Investors negotiate side letters differently when investing their own money
Fund managers can create a diversified portfolio of real estate investments
Returns, K1s, and depreciation are allocated to individual investors based on their investment in a specific deal

[06:12 - 12:10] Investing Across Multiple Deals and Geographies: The Benefits of a Fund Platform

Platform used for both passive and active investments
Investors can invest in one deal without committing to the full fund
Investors can track their investments in one location

[12:11 - 17:52] Investing in Startups: A Win-Win Solution for Passive and Active Investors

Investing in a startup is treated as a long-term capital gain
Raising funds for deals can be done through a portal
Having a fund helps with active deals and passive investing
Lowering capital deals may have higher returns than expected

[17:53 - 23:13] Closing Segment

BD shares why working with newcomers is key
To learn more about DB and his work, listeners can visit BFI-Fund!

Tweetable Quotes:

“So that's really the value of our ecosystem, is being able to get those curated.” – BD Dweik

“When you're investing into a startup, if it's more than a year now, it's actually a long-term capital gain.” – BD Dweik

You can connect with BD Dweik through his:

Website: https://www.bfi-fund.com/webinar

Email: @shayahenterprises.com

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

BD Dweik is a successful real estate investor with over 25 years of experience. He purchased his first property in 1997. He is a partner at DA Commercial Investors working on value add QSR and Commercial Retail properties. BD is on the Board of Directors for Miraval Community (267 units) and has been Service President for 6 years.

BD holds a Bachelor's in Electrical and Computer Engineering and an MBA, Magna Cum Laude. He received his Commercial Real Estate Certificate in 2019 and has been focusing on value-add investment through syndications in multifamily, retail, and storage with ventures totaling north of $400M.

In this episode, we explore BD’s journey from high tech engineer to full-time real estate professional and investor. Hear how he learned about valuations, due diligence, and investing in private placements to help his friends get involved. Discover the innovative platform he created—Bluestone Flagship Investors—that simplifies the investment process for investors. This open-ended fund allows investors to choose which deals they want to invest in with a click of a button and requires only a single Private Placement Memorandum (PPM) plus a one page disclosure for each new deal they subscribe in. Learn about his criteria for investments, which includes the GP investing in their own deal and how much they are investing. Finally, explore how this platform gives investors increased transparency and control over whether or not to invest in a deal and provides them with a return on their pro-rata share. Join us as we discuss BD’s unique journey into real estate investments and learn how his platform is revolutionizing the industry!

[00:01 - 06:06] Starting a Fund to Invest

Investing in real estate is like investing in a startup - significant amount of time and due diligence is required
He decided to start a fund to invest both passively and actively in commercial retail deals
He got his commercial real estate certifications from CMRi and worked for a fund manager to gain experience

[06:07 - 11:50] Investing with Bluestone Flagship Investors: A Simple and Flexible Way to Generate Returns

Bluestone Flagship Investors is a passive investment vehicle for larger investments and better terms
Investors must meet qualification criteria and commit at least $250K
Investors can choose which deals they want to invest in
Returns are distributed on a pro rata basis
Investment data is available to investors, who can authorize funds to be wired directly

[11:51 - 17:30] Closing Segment

BD Dweik shares why more investors means larger checks for deals
To learn more about DB and his work, listeners can visit BFI-Fund!

Tweetable Quotes:

“My philosophy is we bring in these deals because we're interested in investing them ourselves.” – BD Dweik

“There's always gonna be factors of the unknown, but at least you understand what those risk factors are, and you understand what your downside for those particular risk factors.” – BD Dweik

You can connect with BD Dweik through his:

Website: https://www.bfi-fund.com/webinar

Email: @shayahenterprises.com

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

BD Dweik is a successful real estate investor with over 25 years of experience. He purchased his first property in 1997. He is a partner at DA Commercial Investors working on value add QSR and Commercial Retail properties. is on the Board of Directors for Miraval Community (267 units) and has been Service President for 6 years.

BD holds a Bachelor's in Electrical and Computer Engineering and an MBA, Magna Cum Laude. He received his Commercial Real Estate Certificate in 2019 and has been focusing on value-add investment through syndications in multifamily, retail, and storage with ventures totaling north of $400M.

In this episode, BD shares how he stumbled into real estate from tech and the parallels between engineering and real estate. BD also discusses why he prefers investing in real estate deals with cash over retirement accounts and shares his experience redeploying his capital into real estate. We also talk about how real estate can save you money on taxes!

[04:16 - 10:10] How BD Stumbled Into Real Estate and Became Mortgage-Free in 1997

BD’s manager at IBM connected him with a realtor and mortgage lender, and he bought a cheaper three-bedroom townhome instead of a two-bedroom apartment.
How BD started “house hacking” before it was a popular concept.
The parallels of engineering and real estate – The importance of stress testing and challenging your assumptions.

[10:11 - 18:58] Shifting to Smarter Investments: Why Real Estate Deals with Cash Trump Retirement Accounts

BD shares an experience that led him to redeploy his capital into smarter investments.
Rolling an older 401k from a previous employer into a new employer's plan can limit investment options.
Why BD would rather invest in real estate deals with cash as opposed to a retirement account.

[18:59 - 00:00] Real Estate Investing: How It Can Help You Save Money on Taxes

Real estate investments can save you money on taxes by allowing you to claim deductions such as depreciation.
Timing the closing of deals can help investors get the most out of their investments and reduce taxes.
BD tells the story of a wife who left her HR job to become a real estate professional and how she lowered her household's tax bracket while increasing her income.

Tweetable Quotes:

“A big part of what we do in engineering and likewise in real estate is to stress test the deal to see if it stands or if our old assumptions are good assumptions.” – BD Dweik

“I use an extensive investment from both my retirement accounts that are self-directed as well as my capital.” – BD Dweik

“You're gonna save a lot better if you actually push back your taxes. Just work with your CPA and make sure you don't owe anything so you don't have to pay penalties.” – BD Dweik

You can connect with BD Dweik through his:

Website: https://www.bfi-fund.com/webinar

Email: @shayahenterprises.com

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Ethan has owned several rental properties, made over 300 private loans secured by real estate (both single family and commercial real estate), invested in over 100 single family fix and flip projects and is a general partner on multiple commercial and multifamily projects totaling over 900 units. His primary role on deals is loan guarantor/key principal or gap funder (i.e. where the sponsorship team has raised around 80% of the limited partnership equity but does not have enough time to raise the remainder - Ethan will come in and lend that remainder to the team so that the deal can get done on time).

Ethan personally and through his private equity fund, Good Bull Investments LP and Good Bull Lending, LLC has also invested in commercial properties totaling over $25 million (including hotels, self-storage, office building, medical office and retail). Ethan graduated from Cornell University with a BA in Economics in 2003 at the age of 19 and from Columbia Law School in 2006 at the age of 22. He worked on billion dollar mergers and acquisitions for several years on Wall Street in financial institutions before transitioning to being a professional investor and entrepreneur in 2016. He lives in Houston, TX with his wife (who he met the first day of class at Cornell in 2000) and their five children.

In this episode, Ethan shares how he made his mark in the industry by taking risks and making smart investments. Hear what type of investments they have done, from gap loans to leverage buyouts, special situations lending and investing, technology companies, non-emergency medical transport companies, HVAC and plumbing companies, Airbnbs, land development, commercial real estate and a mall. He also discusses the process of liquidity for larger investments such as 100 million dollar deals and how to get them done in five days or less. This is an essential episode for anyone looking to jump into the world of private real estate investing. Tune in today!

[00:01 - 07:43] Investing in Gap Loans and Special Situations with 35 Million Under Management

Gap funding is available for million dollar plus or $2 million plus investments
Value add comes from large ticket items that people consider stores of value such as fine jewelry, fine art, and vintage vehicles
Equity interests in other deals can be signed over as collateral
401k can be counted towards liquidity if not 55 years old
Private equity firm with 35 million under management, looking to get to a hundred million by the end of the year

[07:44 - 11:17] Closing Segment

Ethan Goa shares why we should invest in gap loans, leverage buyouts, special situations lending and investing
To learn more about Ethan and his work, listeners can visit Good Bull Investments!

Tweetable Quotes:

“If you're not making your payments, if you're not sticking with your business plan, if you're not bettering the property , it's gonna turn into recourse anyway.” – Ethan Gao

“If somebody can, I wanna learn from them.” – Ethan Gao

You can connect with Dustin Heiner through his:

Website: Good Bull Investments

LinkedIn: Good Bull Investments

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Ethan has owned several rental properties, made over 300 private loans secured by real estate (both single family and commercial real estate), invested in over 100 single family fix and flip projects and is a general partner on multiple commercial and multifamily projects totaling over 900 units. His primary role on deals is loan guarantor/key principal or gap funder (i.e. where the sponsorship team has raised around 80% of the limited partnership equity but does not have enough time to raise the remainder - Ethan will come in and lend that remainder to the team so that the deal can get done on time).

Ethan personally and through his private equity fund, Good Bull Investments LP and Good Bull Lending, LLC has also invested in commercial properties totaling over $25 million (including hotels, self-storage, office building, medical office and retail). Ethan graduated from Cornell University with a BA in Economics in 2003 at the age of 19 and from Columbia Law School in 2006 at the age of 22. He worked on billion dollar mergers and acquisitions for several years on Wall Street in financial institutions before transitioning to being a professional investor and entrepreneur in 2016. He lives in Houston, TX with his wife (who he met the first day of class at Cornell in 2000) and their five children.

In this episode, Ethan discusses how to make the most of real estate investing and how to create financial stability. He also advice on how to be a smart investor, from researching deals and having access to liquidity, to networking with professionals and leveraging life insurance policies. Learn about the importance of being an informed investor, the risks associated with large investments, and how to use life insurance as a tool for building wealth over time. Plus, hear success stories and tips on how to maximize your investment potential. Don't miss out - tune in now!

[00:01 - 06:22] Behaviorial Changes

People's behavior changes when they realize you are vetting them backed into a side business of being a gap funder
Gap loans are made with experienced KPs, but they may not be liquid enough to make a gap loan
Biggest deal done was a $6 million gap loan

[06:23 - 12:21] Understanding the Benefits of Permanent Life Insurance Policies and How to Maximize Cash Value

Lenders reducing proceeds at closing due to quick rise in interest rates
Bigger checks often have complexities or timing issues, leading to "left at the altar" scenarios
Can't count on money until wire comes in
Borrowing from life insurance company can be cheaper than bank loan
Permanent life insurance policies have two values: death benefit and cash value

[12:22 - 22:37] Closing Segment

Ethan Goa shares why life insurance can be used as a parking spot for money with an opportunity for good arbitrage
To learn more about Ethan and his work, listeners can visit Good Bull Investments!

Tweetable Quotes:

“The cash value is what you can borrow against or withdraw.” – Ethan Gao

“So it's actually cheaper to borrow from the insurance company versus a bank.” – Ethan Gao

You can connect with Dustin Heiner through his:

Website: Good Bull Investments

LinkedIn: Good Bull Investments

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Ethan Gao has owned several rental properties, made over 300 private loans secured by real estate (both single family and commercial real estate), invested in over 100 single family fix and flip projects and is a general partner on multiple commercial and multifamily projects totaling over 900 units. His primary role on deals is loan guarantor/key principal or gap funder (i.e. where the sponsorship team has raised around 80% of the limited partnership equity but does not have enough time to raise the remainder - Ethan will come in and lend that remainder to the team so that the deal can get done on time).

Ethan personally and through his private equity fund, Good Bull Investments LP and Good Bull Lending, LLC has also invested in commercial properties totaling over $25 million (including hotels, self-storage, office building, medical office and retail). Ethan graduated from Cornell University with a BA in Economics in 2003 at the age of 19 and from Columbia Law School in 2006 at the age of 22. He worked on billion dollar mergers and acquisitions for several years on Wall Street in financial institutions before transitioning to being a professional investor and entrepreneur in 2016. He lives in Houston, TX with his wife (who he met the first day of class at Cornell in 2000) and their five children.

In this episode, Ethan talks about the art of networking, due diligence, and how to protect yourself from shady characters. He also discusses a particular strategy for raising capital that involves leveraging special services and “deep pockets” to bridge the gap between selling a deal and receiving funds. Hear how he raised $1.4 million in six days to close a deal before Christmas and learn the psychology of commission breadth, KP sponsorships, and net worth proofing on multi-million dollar deals. Plus, get advice on networking in the age of Covid and why money isn’t always the only factor when deciding on key partners or sponsors.

[00:01 - 05:52] How It All Started

Three years ago, he started offering his services as a key principal loan guarantor and backed into a side business of being a gap funder
He has done more than a dozen deals as a loan guarantor and gap funder
He co-manages Goodwill Investments, a private equity firm

[05:53 - 11:36] Deep Pockets and Desperation: How We Raised $1.4 Million in 6 Days

Provides a level of security for closing deals
Removes fear and makes interactions more comfortable when talking to investors
Psychological boost of knowing worst case scenario you will still close the deal
Raised $1.4 million in 6 days over the holiday
KP sponsors deals a dozen times and is in process to do it more

[11:37 - 17:04] Navigating the Commercial Real Estate Space with Angel and Ethan: A Decade of Experience

Bank may accept stocks, bonds, cash, IRAs, 401ks (with discount) and life insurance
Ethan has done industrial deals, multi-family, hospitality office industrial, storage
To get an agency card from Fannie Freddie one needs one commercial multi-family property or one commercial property with five years of ownership
Virtual events allow people to network

[17:05 - 22:37] Closing Segment

Ethan Goa shares why we don't just look at someone's net worth when looking for a key partner or sponsor - you need to know where the money came from
To learn more about Ethan and his work, listeners can visit Good Bull Investments!

Tweetable Quotes:

“Networking is more important versus if they just stay in their whole market and that's all they do.” – Ethan Gao

“So clients and potential clients know when you're desperate for a sale and a commission, and it's a psychological thing where it creeps into the interactions that you do with the client or the potential client.” – Ethan Gao

You can connect with Dustin Heiner through his:

Website: Good Bull Investments

LinkedIn: Good Bull Investments

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Dustin Heiner is the founder of Master Passive Income, Real Estate Wealth Builders Conference (REWBCON) and Successfully Unemployed.

He is a real estate 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, Youtube channel, books, courses, and coaching, he now helps other people quit their job by investing in real estate rental properties to live the dream life.

In this episode, Dustin talks about why success and delayed gratification are key components to achieving your financial goals, as well as the importance of understanding concepts such as inflation, fiat currency, and the buying power of money. Discover why now is the best time to invest in hard assets such as real estate or gold and silver to protect your money from inflation. Plus, gain insight into why building a network and helping people is integral to any type of investment, whether it's real estate or business. Don't miss out on this unique opportunity to learn the secrets to becoming a successful investor!

[00:01 - 07:39] Protect Your Money: Invest in Hard Assets Now to Lock in Value and Ride the Wave of Economic Growth

Inflation goes up, so it is important to protect yourself by investing in real estate
The best time to invest in real estate is now, not when the wave has already passed
The value of money tied to hard assets like residential and multifamily real estate does not decrease in the same way as the money in your pocket
Investing in gold or silver locks in the value of fiat currency

[07:40 - 11:09] Exploring the Impact of Inflation and Minimum Wage on Personal Finances

Explaining the concept of inflation is difficult
Increasing minimum wage leads to higher taxes
People are not taught personal finance or investing in school
Personal finance classes are available in some high schools

[11:10 - 14:59] Closing Segment

Dustin Heiner Shares His Real Estate Investing Course and More!
To learn more about Dustin and his work, listeners can visit Master Passive Income!

Tweetable Quotes:

“Start investing today because we do not wait to buy real estate. We buy real estate and then wait. We make so much more money when we own that.” – Dustin Heiner

“You can't build wealth if you're trading time for money.” – Dustin Heiner

You can connect with Dustin Heiner through his:

Website: Master Passive Income

LinkedIn: Master Passive Income

Instagram: Master Passive Income

Twitter: Master Passive Income

Youtube: Master Passive Income

Spotify: Master Passive Income

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Dustin Heiner is the founder of Master Passive Income, Real Estate Wealth Builders Conference (REWBCON) and Successfully Unemployed.

He is a real estate 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, Youtube channel, books, courses, and coaching, he now helps other people quit their job by investing in real estate rental properties to live the dream life.

In this episode, Dustin talks about his journey of becoming successfully self-employed through investing in real estate and using C-class properties as his key feature. Finally, the conversation concludes with an emphasis on passing down wealth to future generations and how taking control of your own financial security can lead to freedom and true success. Tune into this episode for essential tips on building wealth through real estate investing, including how to create relationships and provide service to others while doing so!

[00:01 - 13:08] Investing the Right Way: How I Built an Automatic Business with 30+ Properties and Only Work 30 Minutes a Month

Investing for passive income, not appreciation
Building a business first before buying property
Hiring experts on the ground to manage property
Real estate trend is overall up
Buying properties that fit your criteria

[13:09 - 19:53] Unlocking the Benefits of Investing in Real Estate: A $110,000 Learning Experience That Cash Flows

Started with 6 houses and ended up with 2 C class properties
Gave a quick look into what it means to own a C class property
Cash flow is key
Investing in multi-family properties with more zeros
Building the business first to insulate from error
Working for self can be risky, but better than depending on someone else
Investing for cash flow instead of appreciation
Rents went up during recession due to increased demand
Scaling to become successfully unemployed by buying more properties
Creating additional streams of income for those who can afford extras
Getting kids involved in real estate investments

[19:54 - 26:12] Passing On the Legacy: How to Quit Your Job and Create Real Estate Wealth for Future Generations

Passing on wealth to children is encouraged in the Bible
Four legacies to strive for: Money, Time, Relationships, and Service
Creating a real estate investor conference called Root Con
Creating a podcast and book to teach others about investing in real estate
Giving away book to help answer beginner questions about finances and risk tolerances

[26:13 - 32:47] Breaking Free From the Golden Handcuffs: How Trading Time for Money Holds Us Back and How Service Can Lead to Legacy Building

Relationships lead to service and service leads to legacy
Love is unconditional, even when it's hard to like someone
Time freedom allows for relationships and volunteering opportunities
Real estate investing can help people achieve financial freedom in 2-3 years
Serving others brings more rewards than money

[32:47 - 34:18] Closing Segment

Dustin Heiner Shares His Real Estate Investing Course and More!
To learn more about Dustin and his work, listeners can visit Master Passive Income!

Tweetable Quotes:

“I can love you and I cannot like you right now.” – Dustin Heiner

“People that are just thing minded, they're the most miserable people in general.” – Dustin Heiner

You can connect with Dustin Heiner through his:

Website: Master Passive Income

LinkedIn: Master Passive Income

Instagram: Master Passive Income

Twitter: Master Passive Income

Youtube: Master Passive Income

Spotify: Master Passive Income

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Dustin Heiner is the founder of Master Passive Income, Real Estate Wealth Builders Conference (REWBCON) and Successfully Unemployed.

He is a real estate 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, Youtube channel, books, courses, and coaching, he now helps other people quit their job by investing in real estate rental properties to live the dream life.

In this episode, Dustin talks about how he took control of his career and decided to become an investor, why he decided to leave his boss with two weeks notice, as well as the wrong and right ways of investing in real estate. He also dives into the importance of creating generational wealth through real estate investment, understanding one's strengths and weaknesses, building a business mindset when investing in real estate, the scalability of multi-family investments, passing down wealth and knowledge to future generations, having time freedom to invest in relationships and serve others, trading time for money versus investing in hard assets such as real estate, gold and silver, guns and ammo, eggs etc., exploring educational resources such as his free course podcast Instagram account Real Estate Wealth Brothers Conference with Charles Seaman speaking at a breakout session. Join us on this inspiring journey as we hear first-hand how Dustin Heiner was able to make his dreams a reality!

[00:01 - 13:02] Realizing Your Value: How Investing in Real Estate Can Help You Achieve Financial Independence

Realized the need to be independent and not dependent on someone else
Realized it was more risky to work for somebody else than invest in real estate
Realized that no one can pay you what you're worth
Need to figure out a way to invest in real estate and do homework on types of properties being bought

[13:03 - 19:38] Generational Wealth: How to Make Money Through Real Estate Investing

Making money through passive income is preferable to earning money
Real estate can be an effective way to create generational wealth
Investing in residential and multi-family real estate can provide scalability and stability
People should focus on their strengths rather than weaknesses
Starting small and growing your portfolio is a great way to build wealth

[19:39 - 25:53] From Wrong to Right: How I Went from Losing Money to Making 30+ Properties in Just Six Months

Investing for passive income, not appreciation
Building the business before buying any property
Hiring experts such as property managers, contractors, plumbers, mortgage brokers, insurance agents and realtors
Learning from mistakes of past investments
Having a portfolio of 30+ properties with minimal work required

[25:54 - 32:40] Investing in Real Estate: Creating Cash Flow and Building a Business with Your Family

Learned about the kinds of properties to purchase in multi-family
Investing for cash flow instead of appreciation
Rents increased due to increased demand from people needing to live somewhere
Scaling to become successfully unemployed by buying more properties
Creating additional streams of income and convenience for residents

[32:41 - 39:02] Passing On the Legacy: How to Leave an Inheritance for Your Next Generation with Real Estate Investing

Passing wealth on to children is important
Sacrifices are made by the whole family in order to achieve success
Four legacies to strive for: money, time, relationships, and service
Real Estate Wealth Business conference created to help others learn about investing
Master Passive Income podcast and book created to teach people how to invest in real estate

[39:03 - 45:36] From Laid Off to Blessing: How Dustin's Service Legacy is Changing Lives

Real Estate Wealth Brothers conference is a community-based event, not a money-making opportunity
Time leads to relationships, which leads to service
Service brings more reward than working for a paycheck

[45:37 - 52:17] Now is the Best Time to Invest in Real Estate: Don't Wait to Catch the Wave!

Trading time for money will not help you get ahead
Risk is the hardest hurdle to overcome
Success and failure are two sides of the same coin
Immediate gratification is taught, but delayed gratification is worth more
Investing in real estate creates passive income and can protect from recessions and inflation
The best time to invest in real estate is today

[52:18 - 58:46] Unlocking the Value of Your Money: Investing in Hard Assets vs. Fiat Currency

Investing in hard assets like residential multifamily can help protect the value of money
The value of the currency is spread amongst more pieces, so each piece is worth less
Real estate is a hard asset that can help lock in the value of money
Other tangible assets like gold, silver, guns, and ammo are also good investments
Inflation causes prices to go up and wages to increase, but the buying power decreases due to printing money
Personal finance classes are available in schools to teach students about investing and finances

[58:47 - 01:01:25] Closing Segment

Dustin Heiner Shares His Real Estate Investing Course and More!
To learn more about Dustin and his work, listeners can visit Master Passive Income!

Tweetable Quotes:

“We're not taught investing. We're taught to be a cog in a machine to work one hour.” – Dustin Heiner

“Money leads into a time legacy.” – Dustin Heiner

You can connect with Dustin Heiner through his:

Website: Master Passive Income

LinkedIn: Master Passive Income

Instagram: Master Passive Income

Twitter: Master Passive Income

Youtube: Master Passive Income

Spotify: Master Passive Income

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Tamara N. Jones is the CEO & Founder of Bucket List Stays LLC-bucketliststays.co. She has been learning from Short Term Rental experiences worldwide since 2015. In February 2018, she started managing her first vacation property in Tybee Island, GA while growing local partnerships. Today she has forged relationships in 13 different cities with the locals who today provide her cleaning, maintenance, transportation, and entertainment services for her guest. With diverse backgrounds in finance, technology, and newly obtained local knowledge. Her company and the team of Bucket List Stays have continued to significantly increase revenue and vacation properties under management domestically and internationally.

Bucket List Stays - bucketliststays.co is an owner-operated business that creates profitable investment opportunities for investors looking for passive income streams through sustainable real estate projects and partnerships with land and homeowners, thus reducing tenant/landlord inefficiencies, high turnover rates, and excessive damage.

In addition, also provides full-service management to property owners worldwide including Property Management, Online Services, Vacation Rentals marketing, and Community Growth. Bucket List Stays offers a variety of short-term and long-term leasing options in the United States and internationally. Santa Fe, Tybee Island, New Orleans, Fleming Island, and the Dominican Republic are among the most popular destinations.

In this episode, Tamara dives into the currency system of countries like Trinidad & Tobago, corruption’s effect on investments, and why Europe or Canada may be more profitable. She discusses the logistics of investing in short-term rental properties in the Dominican Republic. How recent changes to travel patterns impacted the short-term rental industry and how to pivot for success and protect their investments with arbitrage contracts. To learn more about Tamara and her work, listeners can visit Bucket List Stays!

[00:01 - 03:07] Navigating International Short-Term Rental Markets

Tamara talks about corruption in other countries and how it is a problem in some countries when dealing with banks and permits
Short-term rentals have different rules depending on the market, county, zone, taxes, registration, permitting, and insurance coverage

[03:08 - 13:14] Leveraging The Great Resignation With Short-Term Rentals

Shared economy CPAs specialize in short-term rentals and can advise on the legal structure
Logistical issues have caused a reluctance to expand in the Dominican Republic
Short-term rental success depends on cleaners and staff
Payment methods are different in foreign countries due to literacy and technology resistance
Taxation systems are higher in foreign countries
Arbitrage contracts are recommended before making a permanent footprint in a foreign market
Contracts must be notarized and overseen by attorneys
Different markets performed differently during and after the pandemic

[13:15 - 19:34] Closing Segment

Tamara shares that people are looking to live more freely and get more out of life than a desk job
To learn more about Tamara and her work, listeners can visit Bucket List Stays!

Tweetable Quotes:

“People are looking to live more free. People are looking to get more out of life than a desk job.” – Tamara Jones

“We came about because of the travel pattern changes after Covid. And part of the patterns that changed was the way that people were traveling. They were now calling themselves “Digital nomads” and “Virtual employees”, and people have more time and more flexibility to work from the road or work from a destination place.” – Tamara Jones

You can connect with Tamara Jones through her:

Website: Bucket List Stays

LinkedIn: Tamara Jones

Instagram: Bucket List Stays

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Tamara N. Jones is the CEO & Founder of Bucket List Stays LLC-bucketliststays.co. She has been learning from Short Term Rental experiences worldwide since 2015. In February 2018, she started managing her first vacation property in Tybee Island, GA while growing local partnerships. Today she has forged relationships in 13 different cities with the locals whom today provide her cleaning, maintenance, transportation, and entertainment services for her guest. With diverse backgrounds in finance, technology, and newly obtained local knowledge. Her company and the team of Bucket List Stays has continued to significantly increase revenue and vacation properties under management domestically and internationally.

Bucket List Stays - bucketliststays.co is an owner-operated business that creates profitable investment opportunities for investors looking for passive income streams through sustainable real estate projects and partnerships with land and homeowners, thus reducing tenant/landlord inefficiencies, high turnover rates, and excessive damage.

In addition, also provides full-service management to property owners worldwide including Property Management, Online Services, Vacation Rentals marketing, and Community Growth. Bucket List Stays offers a variety of short-term and long-term leasing options in the United States and internationally. Santa Fe, Tybee Island, New Orleans, Fleming Island, and the Dominican Republic are among the most popular destinations.

In this episode, Tamara discusses the importance of being prepared for communication with local governments when investing in a short-term rental. From having a PowerPoint presentation ready to show the potential benefits of your project, to visiting the county or municipal development department to get buy-in and create policies. She talks about the risks associated with investing in tiny home communities and how understanding how to properly classify and permit a tiny house is key to success. She discusses how to research a foreign country before investing, including considering the local culture and resistance to technology. To learn more about Tamara and her work, listeners can visit Bucket List Stays!

[00:01 - 03:34] Navigating The Challenges Of Tiny Home Communities

Tamara shares her tips when investing in rural areas
It is best to go in with a slideshow to show what you are bringing to the country
Create a PowerPoint template to get buy-in from the development department and build a policy around what you have created

[03:35 - 11:28] Exploring The Risks And Rewards Of International Short-Term Rentals

Tiny houses are a great idea, but it is important to identify where to park them and get the proper classification from the country
Connecting the tiny house to the grid is as important as where you park it
Investors are taking old mobile home parks and flipping them into tiny home communities because the connections are already there
It is important to create a diversify in markets for tiny homes in order to balance out the risk that comes with having a short-term rental
Location still matters when it comes to short-term rentals
Culture must be taken into consideration when entering a foreign market
Resistance against technology must be checked before transferring systems

[11:29 - 15:58] Closing Segment

Tamara recommends outsourcing labor overseas because it is cheaper but comes with worries
To learn more about Tamara and her work, listeners can visit Bucket List Stays!

Tweetable Quotes:

“You have to be careful with tiny homes because people think tiny houses are a good idea and they are great, but one of the things you have to get ahold of right away is where are you going to park it? Because a lot of times it's simply that the county does not know how to classify that tiny home.” – Tamara Jones

“Location still matters. Yes, you can get away with somewhere where maybe it doesn't have historical data as performing well or demand coming there. But guess what? You need a lot more time to build up that audience for your returns. If you want to give that asset the best start possible, you still need to take into consideration the market and where it's at.” – Tamara Jones

You can connect with Tamara Jones through her:

Website: Bucket List Stays

LinkedIn: Tamara Jones

Instagram: Bucket List Stays

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Tamara N. Jones is the CEO & Founder of Bucket List Stays LLC-bucketliststays.co. She has been learning from Short Term Rental experiences worldwide since 2015. In February 2018, she started managing her first vacation property in Tybee Island, GA while growing local partnerships. Today she has forged relationships in 13 different cities with the locals who today provide her cleaning, maintenance, transportation, and entertainment services for her guest. With diverse backgrounds in finance, technology, and newly obtained local knowledge. Her company and the team of Bucket List Stays have continued to significantly increase revenue and vacation properties under management domestically and internationally.

Bucket List Stays - bucketliststays.co is an owner-operated business that creates profitable investment opportunities for investors looking for passive income streams through sustainable real estate projects and partnerships with land and homeowners, thus reducing tenant/landlord inefficiencies, high turnover rates, and excessive damage.

In addition, also provides full-service management to property owners worldwide including Property Management, Online Services, Vacation Rentals marketing, and Community Growth. Bucket List Stays offers a variety of short-term and long-term leasing options in the United States and internationally. Santa Fe, Tybee Island, New Orleans, Fleming Island, and the Dominican Republic are among the most popular destinations.

In this episode, Tamara shares her experiences in the industry, including her journey from military life to creating a successful short-term rental business. Her business model combines turnkey methods, unique stays, and property management to make her business profitable. She reveals tips on understanding demand trends and different strategies to help maximize profits. She shares insights into the tertiary market, government contracts, investments in tiny homes and containers, skids, houseboats, and more. To learn more about Tamara and her work, listeners can visit Bucket List Stays!

[00:01 - 02:37] Discovering The Benefits Of Owner-Occupied Short-Term Rentals

Tamara shares her experiences in the short-term rental business
She offers investment opportunities with short-term rental properties

[02:38 - 13:10] Turning Container Homes Into Floating Hotels

She uses multiple models to make her business profitable, including the turnkey method, unique stays, and property management model
How she got started when she put a room in her home up for a couch surfing/Airbnb opportunity and saw the profits exceed her expectations
A short-term rental is a form of house hacking with a nightly rate instead of a monthly rate
The easiest way to step into a short-term rental is owner-occupied units
Tiny homes can be turned into vacation rental businesses

[13:11 - 19:47] Closing Segment

Tamara shares with listeners that the demand for short-term rentals is highest in tertiary markets outside major metro areas
To learn more about Tamara and her work, listeners can visit Bucket List Stays!

Tweetable Quotes:

“Short-term rentals are very seasonally and environmentally and politically impacted. They're a very fickle type of asset, so it's good to make sure you're able to move those if you need to.” – Tamara Jones

“A tiny house really is a depreciating asset if you really look at it. But what makes it a great investment is you turn it into a vacation rental and turn that vacation rental into a branded business. That's where you come up with the big bucks.” – Tamara Jones

You can connect with Tamara Jones through her:

Website: Bucket List Stays

LinkedIn: Tamara Jones

Instagram: Bucket List Stays

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Rajkumar Venkatramani (“Raj”) is a pediatric cancer researcher, oncologist, real estate investor, entrepreneur, founder, and manager at REIDOC Capital LLC. Raj went to medical school in India and trained in London, Illinois, and California. Raj has a master's degree from the University of Southern California and an MBA from the University of Massachusetts. Raj owns and manages several rental properties in Houston and has invested in multifamily syndications for more than 5 years. He has invested both as a limited partner and a general partner in more than 1200 apartment units. Raj is passionate about helping doctors invest in apartment syndications.

Raj met his wife Gita in London. They have 2 children. They live in Houston, Texas.

In this episode, Rajkumar discusses the importance of communication through difficult times and how having a challenge to focus on – such as real estate investing can lead to personal growth. He shares insights into the difference between a doctor’s and an engineer’s approach to investing and explains how understanding the patient’s living situation can help build trust. He provides educational content for physicians to help them understand real estate investing, and he believes it is beneficial for investors to have different perspectives from both intuition and analytical backgrounds. To learn more about Rajkumar and his work, listeners can visit REIDOC Capital LLC!

[00:01 - 03:33] Taking Risks And Explore Possibilities In Real Estate

Rajkumar’s main driving factor push into active investing was having more time and control
Talking to different people has expanded my network and taught me transferrable skills

[03:34 - 18:57] Broadening Horizons And Visualizations

His experience in different healthcare systems gives perspectives on life and how to be grateful for what you have
Teaching in a high-poverty school has given me a different perspective on how to help people
Approaching investors is different for physicians and engineers, as engineers are more number focused and understand uncertainty less
Investors need a high level of knowledge to make a decision
Achieving stability and security allows people to take more risks without fear

[18:58 - 22:37] Closing Segment

Rajkumar tells listeners to broaden their horizons and visualizations of what they can do beyond school
To learn more about Rajkumar and his work, listeners can visit REIDOC Capital LLC!

Tweetable Quotes:

“People don't realize it is, people who have stability and security can take more, without fear and they can achieve more.” – Rajkumar Venkatramani

“When you study, don't know anything. Everything is exciting. You want to soak up all this knowledge. So that's the other thing, I think for me at least personally, I wanted more control over what's happening and I have more time. Those are the main drivers for me.” – Rajkumar Venkatramani

You can connect with Rajkumar Venkatramani through his:

Website: REIDOC Capital LLC

LinkedIn: Rajkumar Venkatramani

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Rajkumar Venkatramani (“Raj”) is a pediatric cancer researcher, oncologist, real estate investor, entrepreneur, founder, and manager at REIDOC Capital LLC. Raj went to medical school in India and trained in London, Illinois, and California. Raj has a master's degree from the University of Southern California and an MBA from the University of Massachusetts. Raj owns and manages several rental properties in Houston and has invested in multifamily syndications for more than 5 years. He has invested both as a limited partner and a general partner in more than 1200 apartment units. Raj is passionate about helping doctors invest in apartment syndications.

Raj met his wife Gita in London. They have 2 children. They live in Houston, Texas.

In this episode, Rajkumar discusses the importance of understanding investor pain points. He talks about how to identify investor paint points and how to address them effectively. He discusses how to build trust with investors through communication and transparency so that investments can be successful. To learn more about Rajkumar and his work, listeners can visit REIDOC Capital LLC!

[00:01 - 03:02] Developing Lifelong Relationships With Your Investors

Rajkumar says that diversification is key when investing in real estate
Understand opportunity cost when making investments

[03:03 - 12:52] The Importance Of Communication And Trust In LP Relationships

Developing relationships with potential investors is more important than the potential future investor relationship
Don’t pressure people to invest, they need to be comfortable with their decision
He shares his FORD process: Family, Occupation, Recreation, And Dreams
Invest alongside investors, not just sell them an idea
Believe in the deal before presenting it to investors

[12:53 - 17:10] Closing Segment

Rajkumar advises listeners that it’s important to trust investors and communicate bad news
To learn more about Rajkumar and his work, listeners can visit REIDOC Capital LLC!

Tweetable Quotes:

“It's important for us to believe in the deal and underwrite ourselves, scrutinize it before we present to the investors.” – Rajkumar Venkatramani

“I know the importance of communication with the investors and then trusting them.” – Rajkumar Venkatramani

You can connect with Rajkumar Venkatramani through his:

Website: REIDOC Capital LLC

LinkedIn: Rajkumar Venkatramani

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Rajkumar Venkatramani (“Raj”) is a pediatric cancer researcher, oncologist, real estate investor, entrepreneur, founder, and manager at REIDOC Capital LLC. Raj went to medical school in India and trained in London, Illinois, and California. Raj has a master's degree from the University of Southern California and an MBA from the University of Massachusetts. Raj owns and manages several rental properties in Houston and has invested in multifamily syndications for more than 5 years. He has invested both as a limited partner and a general partner in more than 1200 apartment units. Raj is passionate about helping doctors invest in apartment syndications.

Raj met his wife Gita in London. They have 2 children. They live in Houston, Texas.

In this episode, Rajkumar shares his story of transitioning from teaching to commercial real estate investment and how he has used his own experience to create a niche in the market, catering to high-income earners such as physicians. He discusses how he utilizes passive investing strategies such as syndication, which allows investors to pool their money together and buy larger projects, and discover how multi-family rental properties offer greater returns with lower risk than single-family rentals. To learn more about Rajkumar and his work, listeners can visit REIDOC Capital LLC!

[00:01 - 02:26] Educating Physicians And Bridging The Knowledge Gap

Rajkumar shares how he began investing in real estate syndication as a means of diversification
He has closed close to four properties all over the country in the last year

[02:27 - 14:54] Understanding The Unique Financial Situation Of Physicians

Syndication takes investors and pools their money together to buy big projects
Real estate provides a sense of fulfillment from helping people to making their properties better
Commercial multifamily investments offer higher scale and returns than single-family rental
Syndication is often misunderstood
Educating medical professionals about real estate requires breaking down information into small chunks and providing value over time
Physicians have unique issues due to high income but low net worth
People tend to invest with people they relate to
Financial education is missing for many doctors

[14:55 - 17:49] Closing Segment

Rajkumar invites listeners to visit his website and enroll in the Doctor Syndication School for doctors to learn about passive investing in real estate
To learn more about Rajkumar and his work, listeners can visit REIDOC Capital LLC!

Tweetable Quotes:

“Physicians will have a lot of unique issues. They're high-income earners, but their network is typically not high.” – Rajkumar Venkatramani

“You cannot buy a house out and build an estate empire in one place because you always know three years from now you're going to go to a different place. And then when you're working like 80 hours a week. They(doctors) generally don't have a lot of financial education because they didn't have time.” – Rajkumar Venkatramani

You can connect with Rajkumar Venkatramani through his:

Website: REIDOC Capital LLC

LinkedIn: Rajkumar Venkatramani

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

In today’s episode, we welcome, Mordy Chaimovitz (pronounced Chai-mow-its), he lives in Chicago, and now works for Weiss Properties, Inc. He was a 3rd-grade teacher for 11 years before he jumped head first into real estate, and he is excited to share his experiences with others.

In this episode, Mordy shares his inspiring story of making a career transition from teaching to real estate investing. He emphasizes the importance of understanding that our identity goes beyond our job and how to remain true to ourselves when competing in an industry where success is more visible than failure. He shares tips on how to recognize one’s own strengths and successes, how to take advantage of resources and learn from successful people in the industry, and how comparison to others can be detrimental to our self-worth. To learn more about Mordy and his work, listeners can visit LinkedIn!

[00:01 - 01:30] Discover How To Transition Successfully And Live The Life You’ve Dreamed Of

Mordy says that it is important that our job does not define who we are as a person
Having a “teacher’s heart” means wanting to help others

[01:31 - 11:55] Identifying Your Strengths And Finding Deals In A Small Market

Identifying our strengths and using them to help others and advance our own goals
Not comparing ourselves to other people’s successes
Finding deals by looking for landlords and getting to know locals in a small market
Being aware of brokers who don’t understand the small market

[11:56 - 17:19] Closing Segment

Mordy advises listeners to surround themselves with successful people
To learn more about Mordy and his work, listeners can visit LinkedIn!

Tweetable Quotes:

“We can't forget that we are not what we do. What we do doesn't define who I am. What I do doesn't define who I am as a person.” – Mordy Chaimovitz

“Your ability comes from your heart and the heart's still there and you can always look for opportunities and that part of yourself you never lost. And it always came from the same root.” – Mordy Chaimovitz

You can connect with Mordy Chaimovitz through his:

LinkedIn: Mordy Chaimovitz

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

In today’s episode, we welcome, Mordy Chaimovitz (pronounced Chai-mow-its), he lives in Chicago, and now works for Meridian Capital Group as a Commercial Financing broker. He was a 3rd-grade teacher for 11 years before he jumped head first into real estate, and he is excited to share his experiences with others.

In this episode, Mordy discusses the importance of having a strong relationship with a property manager in real estate investments. He explores how a good property manager can help you find reliable vendors, handle tenants, and maintenance issues, and potentially offer discounts on services and repairs. He discusses how economic uncertainty in each market. To learn more about Mordy and his work, listeners can visit LinkedIn!

[00:01 - 01:30] The Benefits Of Finding A Good Property Manager

Mordy discusses how finding good property manager is priceless as they are a buffer between the owner and tenant

[01:31 - 11:55] Understanding The Bank’s Perspective On Underwriting In Uncertain Economic Times

What makes a good property manager?
Ask people who may have money to invest in your properties
Consider a second job to support yourself while transitioning into real estate
Speak with a banker to understand how they view the current economic environment
Banks have different underwriting standards and may view deals differently
Financing is an important factor to consider when looking at properties
Local banks are great because they can easily access the property if something goes wrong
Look at properties and consider what funding will look like

[11:56 - 17:19] Closing Segment

Mordy shares his story from an 11-year teacher who left his job to pursue his passion in real estate
To learn more about Mordy and his work, listeners can visit LinkedIn!

Tweetable Quotes:

“No matter what I was going to be doing, it had to be, for me, in the real estate world, I'm learning real estate. If I'm going to be working anywhere, it's not going to be, dishing out ice cream somewhere. It has to be something where I'm going to learn more about real estate.” – Mordy Chaimovitz

“For anybody who's thinking about not getting a property manager, think twice. Because my property manager paid for himself double more. It's very important.” – Mordy Chaimovitz

You can connect with Dr. Alex Tam through his:

LinkedIn: Mordy Chaimovitz

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

In today’s episode, we welcome, Mordy Chaimovitz (pronounced Chai-mow-its), he lives in Chicago, and now works for Meridian Capital Group as a Commercial Financing broker. He was a 3rd-grade teacher for 11 years before he jumped headfirst into real estate, and he is excited to share his experiences with others.

In this episode, Mordy covers a variety of topics from networking, to asking for discounts when shopping, to real estate investing. He talks about the importance of having a good property manager, as it can help increase income and take away headaches associated with managing rentals. He emphasizes the importance of finding a good mentor and highlights the need to vet potential mentors in order to ensure that they are the right fit. To learn more about Mordy and his work, listeners can visit LinkedIn!

[00:01 - 01:30] Closing Your First Deal

Mordy is introduced to the show!
He used to be a teacher and transitioned into the real estate space

[01:31 - 11:55] Vetting And Choosing The Best Property Manager

He has experienced growth over the past year due to his teaching background
Don’t be shy to ask people questions and learn about different spaces
He taught concepts such as depreciation, cap rate, etc.
He recommends a book to read to understand the basics of real estate investing
Finding a deal through proctoring at a local high school
Miscommunication between seller and buyer on what “done” meant
How he decided to get a property manager to avoid being a landlord

[11:56 - 17:19] Closing Segment

Mordy advises listeners that finding good employees are hard to find and vetting potential employees are important
To learn more about Mordy and his work, listeners can visit LinkedIn!

Tweetable Quotes:

“Don't be afraid of yourself. Just ask somebody.” – Mordy Chaimovitz

“Get a property manager, a good one. They're hard to find. You got to vet them, but get one.” – Mordy Chaimovitz

You can connect with Dr. Alex Tam through his:

LinkedIn: Mordy Chaimovitz

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Dr. Alex Tam is the owner of four fast-growing businesses, from medical to real estate investment to staffing and performance marketing. He is an expert on founding and growing businesses, motivating teams, and exploiting market opportunities to serve his clients.

Dr. Tam’s company, Zephyr Equity Group, manages and has invested in over five hundred multi-family units across the southern United States.

Dr. Tam is a top guest on interview podcasts, sharing his wisdom and experience across his various areas of expertise.

In this episode, Dr. Tam discusses why double dialing works, how principles used in medicine can be applied to real estate investing, and how switching up approaches can lead to different results. He shares his journey from making assumptions about investors’ needs to understanding how important it is to listen first, build relationships, and provide value. To learn more about Dr. Tam and his work, listeners can visit Zephyr Equity!

[00:01 - 01:30] Building Relationships With Investors

Dr. Tam discusses how property management is a crucial part of your team how to operate a property

[01:31 - 11:55] Unlocking The Power Of Creative Thinking In Business

Vertically integrating is an option when adding more properties
Learning to build relationships with investors and learning more about capital raising
Double dialing (calling someone twice) can be effective in getting a response
Transferrable skills from one industry to another can be beneficial in business
Knowing investors’ goals and pain points helps build relationships and stand out

[11:56 - 17:19] Closing Segment

Dr. Tam advises listeners to ask questions to be able to understand why people are investing is important
To learn more about Dr. Tam and his work, listeners can visit Zephyr Equity!

Tweetable Quotes:

“We got to do the hard things that other people won't want to do. And that's okay.” – Dr. Alex Tam

“Everyone's trying to get people to invest money with them, but when you have built a relationship and understand why they're doing it, it makes you stand out.” – Dr. Alex Tam

You can connect with Dr. Alex Tam through his:

Website: Zephyr Equity

Instagram: Dr. Alex Tam

Facebook: Dr. Alex Tam

Twitter: Dr. Alex Tam

LinkedIn: Dr. Alex Tam

YouTube: Dr. Alex Tam

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Dr. Alex Tam is the owner of four fast-growing businesses, from medical to real estate investment to staffing and performance marketing. He is an expert on founding and growing businesses, motivating teams, and exploiting market opportunities to serve his clients.

Dr. Tam’s company, Zephyr Equity Group, manages and has invested in over five hundred multi-family units across the southern United States.

Dr. Tam is a top guest on interview podcasts, sharing his wisdom and experience across his various areas of expertise.

In this episode, Dr. Tam explores the life-changing impact of having a virtual assistant (VA) and discusses how to add value through marketing and virtual assistants. He has been hiring VAs since 2016 and now runs an agency that helps people find VAs abroad. He talks about developing e-commerce stores, multifamily projects, potential income streams, and additional storage on properties. To learn more about Dr. Tam and his work, listeners can visit Zephyr Equity!

[00:01 - 03:10] Maximizing Income Streams In Multi-Family Projects

Dr. Tam discusses how the relationship is key in real estate investing
Adding value is key in real estate investing

[03:11 - 11:18] Life-Changing Benefits Of Having A Virtual Assitant

High performers often have difficulty with organization
Having a VA can help with organization, daily posts, graphics, and content
VAs can help reduce stress by setting up calendars, reminding of meetings, and staying on top of tasks
VAs can be used for a variety of tasks such as personal assistant, phone callers, bookkeeping, etc.
A shared understanding of strengths between introverts and extroverts
The residential to multi-family transition was difficult

[11:19 - 17:55] Closing Segment

Dr. Tam advises listeners to understand the importance of having a strong team as you consider additional income streams including storage units, covered parking, pet fees, and move-in/move-out fees
To learn more about Dr. Tam and his work, listeners can visit Zephyr Equity!

Tweetable Quotes:

“Ultimately what you have to look at is when you charge all of that, it comes out to whatever people are paying for rent.” – Dr. Alex Tam

“We help them find the help abroad and it's been life-changing for a lot of people.” – Dr. Alex Tam

You can connect with Dr. Alex Tam through his:

Website: Zephyr Equity

Instagram: Dr. Alex Tam

Facebook: Dr. Alex Tam

Twitter: Dr. Alex Tam

LinkedIn: Dr. Alex Tam

YouTube: Dr. Alex Tam

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Dr. Alex Tam is the owner of four fast-growing businesses, from medical to real estate investment to staffing and performance marketing. He is an expert on founding and growing businesses, motivating teams, and exploiting market opportunities to serve his clients.

Dr. Tam’s company, Zephyr Equity Group, manages and has invested in over five hundred multi-family units across the southern United States.

Dr. Tam is a top guest on interview podcasts, sharing his wisdom and experience across his various areas of expertise.

In this episode, Dr. Tam discusses his experience with reaching out to someone on Grant Cardone’s team and joining a coaching program called “Jake and Gino”, as well as the importance of relationships in the syndication business. He shares his experiences with capital raising and the difficulty of getting their first GP deal across the finish line. To learn more about Dr. Tam and his work, listeners can visit Zephyr Equity!

[00:01 - 02:22] Finding Success In Syndications And Multi-Family Deals

How Dr. Tam got into real estate through Grant Cardone’s team and joined the “Jake and Gino” coaching program

[02:23 - 11:00] Inspiring New Possibilities In Finances And Passive Income For The Next Generation

The relationship drive approach is emphasized in the syndication business
Capital raising is not as easy as people think it is
Building relationships with investors and gaining their trust is key
Investors need to trust the sponsor, not necessarily the deal
Programs that focus on relationship building and understanding investors’ financial details are important

[11:01 - 14:50] Closing Segment

Dr. Tam advises listeners that it is important to understand why an investor is doing this and what other financial responsibilities they have
To learn more about Dr. Tam and his work, listeners can visit Zephyr Equity!

Tweetable Quotes:

“Building relationships and adding value has definitely been a key for us.” – Dr. Alex Tam

“What I've realized is they have to trust me, not so much the deal. They can care less what the deal is. Most people don't even know how to underwrite… No one wants to want to know that. A lot of people don't. So, it comes down to you as a person, can they trust you as a person?” – Dr. Alex Tam

You can connect with Dr. Alex Tam through his:

Website: Zephyr Equity

Instagram: Dr. Alex Tam

Facebook: Dr. Alex Tam

Twitter: Dr. Alex Tam

LinkedIn: Dr. Alex Tam

YouTube: Dr. Alex Tam

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Rama Krishna is the Founder of USHA Investment Group LLC. Rama Krishna Chunchu has a B.E in Mechanical Engineering from Osmania University, India, and corporate background in I.T. Investing in Real Estate since 2015 in North Carolina, FL, and MD. Equity partner in 750+ units’ multifamily assets, in FL, MD, and NC markets. GP in 64 units. He is an organizer of the “Multifamily AP360 Virtual Conference”.

He is the host of the podcast, “Multifamily AP360 (Earlier – Creating Wealth through Passive Apartment Investing.)

In this episode, Rama discusses ways to increase revenue on properties such as adding dog parks or carpools and offering WIFI packages as potential income streams. He dives into changes in the multi-family industry such as inflation, underwriting lower loan-to-value ratios, and mezzanine debt. To learn more about Rama and his work, listeners can visit USHA Investment Group LLC!

[00:01 - 02:37] Knowing And Understanding Your Market

Rama discusses how investing in your backyard to take advantage of knowing the market

[02:38 - 10:48] Providing Convenience And Safety For Residents

Ways to increase revenue on the property include adding a dog park area, carpool, and WIFI package
Amazon boxes can be used as a convenience item, but not an income stream
Laundry contracts can be challenging to get out of
Vending machines for laundry items could provide convenience to residents
Covered parking could provide protection from hail and show residents that their biggest asset is valued
Assigned parking lots are another good option
Clubhouse rooms are often underutilized and could be used as an additional income stream
Exploring the option of mezzanine debt to increase leverage and fill gaps in capital raising

[10:49 - 15:50] Closing Segment

Rama advises listeners that learning from other people in the real estate investment space is key to success
To learn more about Rama and his work, listeners can visit USHA Investment Group LLC!

Tweetable Quotes:

“That's a company to advantage. So, knowing that market is very, very important. So, what is the submarket? Whether we can increase our rent, and all those things. You will get that information through understanding the market.” – Rama Krishna

“Real estate is 80% is a mindset and 20% is mechanics.” – Rama Krishna

You can connect with Rama through his:

Website: USHA Investment Group LLC

LinkedIn: Rama Krishna

Instagram: Rama Krishna

Twitter: Rama Krishna

Facebook: Rama Krishna

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Rama Krishna is the Founder of USHA Investment Group LLC. Rama Krishna Chunchu has a B.E in Mechanical Engineering from Osmania University, India, and corporate background in I.T. Investing in Real Estate since 2015 in North Carolina, FL, and MD. Equity partner in 750+ units’ multifamily assets, in FL, MD, and NC markets. GP in 64 units. He is an organizer of the “Multifamily AP360 Virtual Conference”.

He is the host of the podcast, “Multifamily AP360 (Earlier – Creating Wealth through Passive Apartment Investing.)

In this episode, Rama shares his experiences in multi-family property investing and how they have created thought leadership platforms and built strong communities by focusing on just a few markets. He talks about the different benefits of multi-family properties, such as cost-cutting and spreading expenses across multiple units, as well as the need for full-time maintenance and leasing staff. To learn more about Rama and his work, listeners can visit USHA Investment Group LLC!

[00:01 - 01:53] Connecting With The Community Through Consistency

Rama talks about the power of persuasion including consistency within a single person and consistency between the person and their podcast

[01:54 - 13:26] Focusing On A Few Markets To Achieve Better Results

People are drawn to consistency
Building a tribe of “raging fans”
Adding value and building community to establish yourself as an expert
Positioning yourself as a successful real estate investor
Building trust and likability to raise capital for bigger deals
The multi-family space offers good support from experienced operators and colleagues

[13:27 - 17:24] Closing Segment

Rama advises listeners to build relationships with brokers and property management companies in different markets
To learn more about Rama and his work, listeners can visit USHA Investment Group LLC!

Tweetable Quotes:

“As a podcaster, our conference, we are building community, and also we are adding value to our followers. As long as if you're consistently adding that value, and if we have the right kind of people in that community, that will help you for everyone.” – Rama Krishna

“I want to hyper-focus on a few markets so that I will get better results, and I can build better relationships with brokers and property management companies in those markets.” – Rama Krishna

You can connect with Rama through his:

Website: USHA Investment Group LLC

LinkedIn: Rama Krishna

Instagram: Rama Krishna

Twitter: Rama Krishna

Facebook: Rama Krishna

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Rama Krishna is the Founder of USHA Investment Group LLC. Rama Krishna Chunchu has a B.E in Mechanical Engineering from Osmania University, India, and corporate background in I.T. Investing in Real Estate since 2015 in North Carolina, FL, and MD. Equity partner in 750+ units’ multifamily assets, in FL, MD, and NC markets. GP in 64 units. He is an organizer of the “Multifamily AP360 Virtual Conference”.

He is the host of the podcast, “Multifamily AP360 (Earlier – Creating Wealth through Passive Apartment Investing.)

In this episode, Rama discusses the advantages of multi-family property investments over residential, from scalability and financing benefits to easier management and effort. He highlights the passive nature of multi-family investments compared to residential investments and how investors can expect mailbox money distributions from their investments. To learn more about Rama and his work, listeners can visit USHA Investment Group LLC!

[00:01 - 01:51] Scalability, Financing, And Mailbox Money

Rama has started investing in real estate
He discusses the infinite returns they get from residential investments

[01:52 - 12:09] Establishing A Network In Multi-Family Real Estate

How he started multi-family investing on the passive side five years ago
Cost segregation is not going away but is structured differently
Jumping from residential to multi-family for scalability and financing aspects
Easier to manage multiple properties in one location with third-party property management
Passive investor in multi-family receives mailbox money distributions
Getting a coach or a mentor can help speed up the learning process and provide valuable experiences and mistakes to learn form
Networking is crucial when it comes to multi-family investing
Mastermind groups and building a network are important for multi-family investing
Focus on transferrable skills such as analytical skills, underwriting, and asset management

[12:10 - 17:57] Closing Segment

Rama advises listeners that different investors bring different experiences, motivations, challenges, and habits
To learn more about Rama and his work, listeners can visit USHA Investment Group LLC!

Tweetable Quotes:

“If it comes to the real estate side, the single-family side also has no issues. We can manage ourselves, we can purchase all the stuff. But when it comes to multi-family space, building that network is very, very crucial.” – Rama Krishna

“Different investors bring different kinds of experiences.” – Rama Krishna

You can connect with Rama through his:

Website: USHA Investment Group LLC

LinkedIn: Rama Krishna

Instagram: Rama Krishna

Twitter: Rama Krishna

Facebook: Rama Krishna

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Mike Hardy is a true renaissance man – he’s an Ironman, student pilot, real estate investor, sought-after speaker, leadership expert, fund manager, and a business coach for mortgage and real estate professionals. He has spoken at national conferences and events such as Todd Duncan’s High Trust Sales Mastery, with an audience of over 30,000 people, and has been quoted on Fox Business News and interviewed by USA Today.

Mike is an authority in the real estate and mortgage business, often sought out for his unique insights into such issues as the comparison between the 2007 and 2022 housing markets. He is currently the Managing Partner of California & Nevada business for Churchill Mortgage, leading a top 1% nationwide $100 million origination team, and overseeing 30 employees managing $500 million. His teams help more than 1,200 families annually with a purchase or refinance.

As the Principal and Co-Founder of CYRUS Opportunity Zone Fund, Mike lends his expertise to helping investors harness the power of tax-free investing through OZs. CYRUS was launched in 2019 and is currently working towards developing 100+ cash-flowing units in addition to multiple fix and flip projects.

Mike is a husband of 25 years, a father to 4 kids, and is actively involved in philanthropic efforts throughout his Southern California community. He loves using his experience to add value to people's lives through speaking, coaching, and mentorship.

In this episode, Mike dives into the importance of self-care and how it can help you break out of a negative cycle. He discusses his experiences with recognizing emotional vampires, managing their energy levels, and understanding morality. He shares his experience of finding an accountant who understands what you bring them and offers advice on how to make informed decisions that are beneficial for your finances. To learn more about Mike and his work, listeners can visit Cyrus Opportunity Zone Fund!

[00:01 - 01:51] Unlocking Optimal Wellbeing Through The Core Four

Mike discusses being intentional and understanding that you can learn from anyone
Picking your battles and recognizing when a conversation isn’t worth getting involved in

[01:52 - 14:01] Prioritizing Your Health Through Self-Discovery And Mind Management

Understanding the energy people bring and the frequency they operate with
Identifying emotional vampires who suck all the happiness out of a room
Holistic health includes mental, spiritual, and physical health
The core four processes every morning to get your mind right:
Proper nutrition
Prayer or meditation or journaling
Thoughtful for your family
Learn and teach something new
Health is not only for the wealthy but for those who understand its worth
Prioritizing health is important as it cannot be regained once lost

[14:02 - 19:52] Closing Segment

Mike advises listeners how forward-thinking accountants can offer more beneficial tax strategies and that finding trustworthy experts to provide guidance is important
To learn more about Mike and his work, listeners can visit Cyrus Opportunity Zone Fund!

Tweetable Quotes:

“I'm a believer that your outside is always a reflection of your inside over time. And your business is always going to be a trailing effect of how you show up in all areas of life.” – Mike Hardy

“When you find the team that allows you to run fast and not get caught in a trap that you're not aware of.” – Mike Hardy

You can connect with Mike through his:

Website: Cyrus Opportunity Zone Fund

LinkedIn: Mike Hardy

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Mike Hardy is a true renaissance man – he’s an Ironman, student pilot, real estate investor, sought-after speaker, leadership expert, fund manager, and a business coach for mortgage and real estate professionals. He has spoken at national conferences and events such as Todd Duncan’s High Trust Sales Mastery, with an audience of over 30,000 people, and has been quoted on Fox Business News and interviewed by USA Today.

Mike is an authority in the real estate and mortgage business, often sought out for his unique insights into such issues as the comparison between the 2007 and 2022 housing markets. He is currently the Managing Partner of California & Nevada business for Churchill Mortgage, leading a top 1% nationwide $100 million origination team, and overseeing 30 employees managing $500 million. His teams help more than 1,200 families annually with a purchase or refinance.

As the Principal and Co-Founder of CYRUS Opportunity Zone Fund, Mike lends his expertise to helping investors harness the power of tax-free investing through OZs. CYRUS was launched in 2019 and is currently working towards developing 100+ cash-flowing units in addition to multiple fix and flip projects.

Mike is a husband of 25 years, a father to 4 kids, and is actively involved in philanthropic efforts throughout his Southern California community. He loves using his experience to add value to people's lives through speaking, coaching, and mentorship.

In this episode, Mike discusses the different methods of making money – trading time for money, keeping money, and growing money – assesses what skill sets are needed for each. He explores how incentives are aligned and how capital is being attracted to hard-hit areas, leading to improved standards of living and businesses. He reflects on the importance of having the right mindset and environment to create meaningful opportunities in life. To learn more about Mike and his work, listeners can visit Cyrus Opportunity Zone Fund!

[00:01 - 02:50] Exploring The Benefits Of Creating Businesses And Jobs

Mike shares how investors can benefit from investing in opportunity zones, which provide tax advantages
Aligning incentives and value creation by bringing capital and investment to improve areas

[02:51 - 07:42] Unlocking The Possibilities Of Money

Creating a business or creating jobs can create opportunity, fund more jobs, and improve the GDP
Every person’s debt is somebody else’s asset
We have the choice to be a problem seeker or possibility thinker
Taking time to think can uncover opportunities that are right in front of us
The fear of putting money with someone else and trusting them
The three mindsets and skillsets when it comes to money:
Trading time for money
Keeping money efficiently, including tax strategy
Growing money through investing and efficient tax strategy

[07:43 - 18:32] Closing Segment

Mike says that opportunity is everywhere if you slow down and create the right environment
To learn more about Mike and his work, listeners can visit Cyrus Opportunity Zone Fund!

Tweetable Quotes:

“You make a living by what you get, but you really make a life by what you give.” – Mike Hardy

“Every person's debt is somebody else's asset.” – Mike Hardy

You can connect with Mike through his:

Website: Cyrus Opportunity Zone Fund

LinkedIn: Mike Hardy

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Mike Hardy is a true renaissance man – he’s an Ironman, student pilot, real estate investor, sought-after speaker, leadership expert, fund manager, and a business coach for a mortgage and real estate professionals. He has spoken at national conferences and events such as Todd Duncan’s High Trust Sales Mastery, with an audience of over 30,000 people, and has been quoted on Fox Business News and interviewed by USA Today.

Mike is an authority in the real estate and mortgage business, often sought out for his unique insights into such issues as the comparison between the 2007 and 2022 housing markets. He is currently the Managing Partner of California & Nevada business for Churchill Mortgage, leading a top 1% nationwide $100 million origination team, and overseeing 30 employees managing $500 million. His teams help more than 1,200 families annually with a purchase or refinance.

As the Principal and Co-Founder of CYRUS Opportunity Zone Fund, Mike lends his expertise to helping investors harness the power of tax-free investing through OZs. CYRUS was launched in 2019 and is currently working towards developing 100+ cash-flowing units in addition to multiple fix and flip projects.

Mike is a husband of 25 years, a father of four, and is actively involved in philanthropic efforts throughout his Southern California community. He loves using his experience to add value to people's lives through speaking, coaching, and mentorship.

In this episode, Mike provides insight into the world of opportunity zones and how they can be used to save money on taxes while still being able to invest. He shares details on his own fund creation, which helps investors save money on taxes while still being able to invest. To learn more about Mike and his work, listeners can visit Cyrus Opportunity Zone Fund!

[00:01 - 02:23] Uncovering The Best Kept Tax Strategy Secret

Mike is an investor and entrepreneur who has never had a real job in his life
He shares his expertise in financial advising, real estate investing, and fix-and-flip projects
How he discovered the fascinating world of opportunity zones a couple of years ago and set up a fund

[02:24 - 18:14] Discover The Benefits Of Opportunity Zone Funds

Opportunity zones are considered the best-kept tax strategy or secret that you’ve never heard of
Opportunity zone strategy is an efficient strategic way to defer capital gains tax until 2026
This offers the potential of ROTH IRA-type tax-free distribution of all growth inside of the fund
Money can be loaned against the fund to pay taxes
Investment into a qualified opportunity fund is tax-free if held for 10 years
Accredited investors with a minimum contribution of $100, 000 can take advantage of this strategy

[18:15 - 18:32] Closing Segment

Mike emphasizes that opportunity zone projects are not common in certain areas, this is created to help people build wealth in a more efficient fashion
To learn more about Mike and his work, listeners can visit Cyrus Opportunity Zone Fund!

Tweetable Quotes:

“If you have, and you push only the gains portion into the opportunity fund... So, it's only capital gains that have this preferred tax treatment.” – Mike Hardy

“The opportunity zone is super unique and I've heard it categorized as the best-kept tax strategy or secret that you've never heard of.” – Mike Hardy

You can connect with Mike through his:

Website: Cyrus Opportunity Zone Fund

LinkedIn: Mike Hardy

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Isaac Weinberger is the Regional Sales Manager at Madison SPECS. He is an expert on wealth building and cost segregation. As a kid, he always had an entrepreneurial personality which led him to open up a massive lawn-mowing operation. From there, he moved and eventually moved on to manage Marcy’s, a high-end clothing retailer. Many of his friends advised him to enter the real estate space which led him to Madison SPECS. His experience has allowed him the opportunity to meet many amazing people in the real estate space.

In this episode, Isaac discusses the ins and outs of cost segregation, from the concept of recapture tax liability to the benefits of accelerated depreciation. He explains how it works, why investing in real estate is a great way to get your piece of the pie, and how to use cost segregation to save money. He explains bonus depreciation and how it can be used to reduce taxes on investments. To learn more about Isaac and his work, listeners can visit Madison SPECS!

[00:01 - 02:39] The In’s And Out’s Of Cost Segregation

Isaac discusses how cost segregation is an important tool for any real estate person, as it can change the dynamic of many deals

[02:40 - 25:03] Unlocking The Benefits Of Cost Segregation

Statistical sampling is a legal way to get a write-off of up to $100, 000
The sample size needs to be large enough for it to be an accurate representation
Statistical sampling cannot be done on multi-family properties
Properties purchased prior to 2018 are not eligible for bonus depreciation
Cost segregation can be done on any type of asset, including mobile home communities, RV parks, and self-storage facilities
Anything besides land is eligible for front-loaded depreciation

[25:04 - 32:47] Closing Segment

Isaac points out that cost segregation is a great tool to save taxes on residential or commercial projects that can get more money back
To learn more about Isaac and his work, listeners can visit Madison SPECS!

Tweetable Quotes:

“I'm very passionate about cost segregation. It's a very important tool in the toolbox for any single real estate person. It's not just a side benefit, it really changes the dynamic in many deals.” – Isaac Weinberger

“There are so many words these days, it's all about the actions. Let's see how you got it done.” – Isaac Weinberger

You can connect with Isaac through his:

Website: Madison SPECS

LinkedIn: Isaac Weinberger

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Clive Davis began his professional career as a corporate transactional lawyer with a Wall Street law firm headquartered in NY, with assignments in Menlo Park, CA, and Hong Kong, China. He spent six years as in-house counsel, in a variety of roles, with the then-biggest pharmaceutical company in the world, before transitioning into the compliance space where he ultimately served as the chief compliance officer for a Belgian biopharma’s America business.

Clive has been investing in and self-managing his real estate investments since 1999 and is currently invested in over 2,000 multifamily doors and 317 hotel keys. After twenty years of corporate life, Clive made an entrepreneurial pivot full-time into the world of commercial real estate where he is currently focused primarily on the acquisition, ownership, and operation of large-scale multifamily communities and is a general partner with over $70M of assets under management.

Clive has been a regular on the multifamily podcast speaker circuit and is also a regular panelist and meetup guest sharing his passion for real estate and its connection to the creation of generational wealth. Most recently he was a panelist at the African American Real Estate Professionals (AAREP) - Atlanta Chapter hosted the event: Wealth Building in Minority Communities.

Clive is a National Apartment Association (NAA) certified apartment manager (CAM). He holds a Juris Doctorate from the Columbia University School of Law and is admitted to practice in New Jersey, New York, and before the Court of International Trade. He holds an M.A. from SUNY at Albany and a B.A., with high honors, from Rutgers University.

In this episode, Clive advises listeners to think about investing in a three to five-year timeframe, and not do a deal with someone if they’re not expecting to be financially invested for that amount of time. She emphasizes that it’s important not to rely on trust alone when investing in multifamily properties – both as a partner and as an investor. To learn more about Clive and his work, listeners can visit Park Royal Capital!

[00:01 - 02:26] Forming A Relationship With Your Prospective Investors

Clive shares that partnership is important in real estate investing, as it is in any other business

[02:27 - 07:28] How A Bus Tour Allows To Connect With Investors And Developers

He has found that knowing your prospective partners better through investing has helped to form a deeper connection
Bus tours help to deepen the connection between investors and developers
Social media platforms can help to remember important information about a prospective partner
He describes how the community was created on a bus tour was beneficial for networking and building relationships

[07:29 - 16:41] Closing Segment

Clive emphasizes the importance of being willing to share information and helping others to receive benefits back
To learn more about Clive and his work, listeners can visit Park Royal Capital!

Tweetable Quotes:

“When I think about the conversations that could be, and some of the conversations that might have to take place. I would much rather have those conversations with a friend. So whatever you can do to strengthen that relationship, you definitely need to be doing that.” – Clive Davis

“That whole “No-like” concept. It applies to partners, but it definitely applies to prospective investors. And so, you've got to do whatever you can to, not only establish that, but to maintain that, and nurture that over time.” – Clive Davis

Connect with Clive through his:

Website: Park Royal Capital

LinkedIn: Clive Davis

Facebook: Clive Davis

Instagram: Clive Davis

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Clive Davis began his professional career as a corporate transactional lawyer with a Wall Street law firm headquartered in NY, with assignments in Menlo Park, CA and Hong Kong, China. He spent six years as in-house counsel, in a variety of roles, with the then biggest pharmaceutical company in the world, before transitioning into the compliance space where he ultimately served as the chief compliance officer for a Belgian biopharma’s Americas business.

Clive has been investing in and self-managing his real estate investments since 1999 and is currently invested in over 2,000 multifamily doors and 317 hotel keys. After twenty years of corporate life, Clive made an entrepreneurial pivot full-time into the world of commercial real estate where he is currently focused primarily on the acquisition, ownership and operation of large-scale multifamily communities and is a general partner with over $70M of assets under management.

Clive has been a regular on the multifamily podcast speaker circuit and is also a regular panelist and meetup guest sharing his passion about real estate and its connection to the creation of generational wealth. Most recently he was a panelist at the African American Real Estate Professional’s (AAREP) - Atlanta Chapter hosted event: Wealth Building in Minority Communities.

Clive is a National Apartment Association (NAA) certified apartment manager (CAM). He holds a Juris Doctorate from the Columbia University School of Law and is admitted to practice in New Jersey, New York, and before the Court of International Trade. He holds a M.A. from SUNY at Albany and a B.A., with high honors, Rutgers University.

In this episode, Clive tells us about his journey and how attending a conference led him to start investing in self-directed IRAs. He shares his advice for aspiring real estate investors, emphasizing the importance of networking and leaning from experienced professionals. He emphasizes the importance of documenting your journey and sharing it with others so that they can better understand your motivation and goals. To learn more about Clive and his work, listeners can visit Park Royal Capital!

[00:01 - 01:35] Share What You’ve Learned

Angel introduces Clive to the show!
He discusses his experience in the multi-family industry and how he got started

[01:36 - 15:12] Lay The Groundwork For A Successful Syndicate

He discusses the law of the first deal, which stated that if you put in the effort to close a deal early in your career, you are more likely to be successful in subsequent deals
He shares his experience of closing two deals within a week of each other, both of which were larger than expected
Having connections and people he could call for help when they needed it, which was important for their first deal
Social media was a big help for them, as they were able to touch a thousand people with a post or podcast
He stressed the importance of being a real estate investor to their family and friends, and not just a lawyer or investor

[15:13 - 20:27] Closing Segment

Clive advises listeners to share your real estate investing journey online can help others understand your motivations and approach
To learn more about Clive and his work, listeners can visit Park Royal Capital!

Tweetable Quotes:

“When you attend conferences, share that. What were the nuggets? What were the key takeaways? articles that you’ve read, podcasts, episodes you listened to that you can share. All of that is going to reposition you in the minds of people who have known you for years.” – Clive Davis

“If you are an aspirant, don't wait until you get your first deal. You got to be doing that stuff leading up.” – Clive Davis

Connect with Clive through his:

Website: Park Royal Capital

LinkedIn: Clive Davis

Facebook: Clive Davis

Instagram: Clive Davis

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Justin Smith serves as the Director of Construction for a global construction and development firm. This organization is a global leader in rental housing, offering expertise in investment management, development and construction, and property management. Smith directs the successful development and construction of Student Housing for On-campus and Off-campus projects. He has led the timely completion of several Public/Private (P3) Partnerships with Institutions such as U.C Berkeley, Boise State University, and Sacramento State University.

In this episode, Justin discusses how to have a successful career as an entrepreneur. He stresses the importance of having a positive mindset, setting goals, and having a supportive circle of friends. He shares that they have a close friend who is supportive even though they have different opinions on some things. He emphasizes the importance of protecting oneself from negative people and situations and adding other components to your life that will make you successful.

To learn more about Justin and his work, listeners can visit RELEQUITY!

[00:01 - 03:01] Celebrate The Small Things In Order To Move Forward

Justin talks about how you need to celebrate the small things in order to keep moving forward on your path to success

[03:02 - 16:34] Know Your “Why” And Live Through Your Passions

He talks about the importance of having a positive mindset and focused on achieving goals, as well as having friends and family that support you in your endeavors
Protecting one’s mind, as well as those around them, from negative influences
He discusses the importance of protecting your mind from negative thoughts and external factors
He shares how his mindset changed and how it led to them realizing that nothing is impossible

[16:35 - 18:48] Closing Segment

Justin advises listeners to not accept “No” as the answer and to instead find ways to get what they want
To learn more about Justin and his work, listeners can visit RELEQUITY!

Tweetable Quotes:

“Protect your mind, protect your future, know your “Why”, and know what you want to do. And if you don't know what you want to do continue to learn and live through your passions.” – Justin Smith

“Sometimes you need to take a step off that ledge and it may seem like there's no road there. But your mind allows you to create that road and create that path.” – Justin Smith

Connect with Justin through his:

Website: RELEQUITY

Facebook: RELEQUITY

YouTube: RELEQUITYTwitter: RELEQUITY

Instagram: RELEQUITY

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Justin Smith serves as the Director of Construction for a global construction and development firm. This organization is a global leader in rental housing, offering expertise in investment management, development and construction, and property management. Smith directs the successful development and construction of Student Housing for On-campus and Off-campus projects. He has led the timely completion of several Public/Private (P3) Partnerships with Institutions such as U.C Berkeley, Boise State University, and Sacramento State University.

In this episode, Justin discusses how important it is to be consistent in one’s words and character, as well as being communicative. He stresses the importance of mixing up one’s social media content to keep it interesting aspects of construction. He discusses the concept of social media and how it can be used to convey information to an audience. To learn more about Justin and his work, listeners can visit RELEQUITY!

[00:01 - 08:01] Give Yourself The Permission To Make Adjustments

Justin talks about being consistent in one’s words and character, and being communicative with your team

[08:02 - 15:33] Social Media Consistency Is Key To A Successful Business

It’s important to know the world of social media
It’s important to be consistent with your social media content
Social media can be used to convey information, but it’s not always helpful to the listener
Be consistent with your message across different platforms, and it’s easier if you have a relationship with the people you’re talking to
Know what direction you’re going in and be prepared for bumps in the road

[15:34 - 20:07] Closing Segment

Justin advises listeners to give themselves permission to make the necessary adjustments along the way
To learn more about Justin and his work, listeners can visit RELEQUITY!

Tweetable Quotes:

“Validation is very important. I think we need to do that because, we all invest our time, energy, and money into opportunities for that “Why.” – Justin Smith

“Follow that direction and know that there may be divots pushes and pulls and different things along that way. And give yourself the pat on the back and the room to make those adjustments.” – Justin Smith

Connect with Justin through his:

Website: RELEQUITY

Facebook: RELEQUITY

YouTube: RELEQUITYTwitter: RELEQUITY

Instagram: RELEQUITY

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Justin Smith serves as the Director of Construction for a global construction and development firm. This organization is a global leader in rental housing, offering expertise in investment management, development and construction, and property management. Smith directs the successful development and construction of Student Housing for On-campus and Off-campus projects. He has led the timely completion of several Public/Private (P3) Partnerships with Institutions such as U.C Berkeley, Boise State University, and Sacramento State University.

In this episode, Justin shares his story of how he got involved in real estate and how his love for it has never faded. He mentions that he has a degree in architecture and construction management, which makes him an expert in the field. To learn more about Justin and his work, listeners can visit RELEQUITY!

[00:01 - 04:20] Finding Your “Why” Is Important To Be Successful In Real Estate

Justin shares his background in architecture and construction management, which gives him an advantage when it comes to real estate investing

[04:21 - 12:18] Break Goals Down Into Smaller Manageable Pieces

He shares his passion for real estate and wants to share that with others
How he found his “Why” and is always in his mind, even when dealing with difficult situations
Finding your “Why” is important if you want to be successful in real estate
One way to think about smart goals is as pieces of a puzzle that help us to get closer to our ultimate goal
Break down your goals into specific, measurable, and time-based goals
Real estate is a great way to pursue smart goals because it’s a field that is inherently measurable and time-based

[12:19 - 20:06] Closing Segment

Justin emphasizes as an entrepreneur, it is a rewarding space. You have to define what your reward is in order to be happy
To learn more about Justin and his work, listeners can visit RELEQUITY!

Tweetable Quotes:

“You need to understand what it is that you do on a day-to-day basis that might contribute to that particular larger goal.” – Justin Smith

“You have to define what that reward is so that you can define your own happiness.” – Justin Smith

Connect with Justin through his:

Website: RELEQUITY

Facebook: RELEQUITY

YouTube: RELEQUITYTwitter: RELEQUITY

Instagram: RELEQUITY

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Monika Jazyk is the founder of RPI Education, the world’s fastest-growing investment community, and is on a mission to help everyday people invest in the top 2% in order to fill the wealth gap experienced by middle-class working people today. Monika is passionate about assisting other people to create wealth through real estate and alternative investments to reach their financial and personal goals and create time, money, and freedom in their lives today!

In this episode, Monika discusses how she hired a coach to help them with their business, and how she has taken steps to insure themselves and their family in the event of an emergency. She shares that one of the biggest challenges of being wealthy is that you cannot avoid pain and that you need to be prepared for whatever may come. He discusses how people can become rich by learning about and investing in different areas of finance, such as real estate, mortgages, syndication, insurance, incorporation, and taxation. To learn more about Monika and her work, listeners can visit RPI Education!

[00:01 - 02:33] Create A Legacy Of Wealth

Monika believes that everyone should have access to wealth tools
Real estate investing courses should not be expensive

[02:34 - 11:38] Surround Yourself With People Who You Want To Be

Her goal is to help Canadians, Americans, Europeans, and Australians learn financial literacy and become more responsible with their money
Coaching is not just about learning from a guru
Finding someone who can help you when you’re in your own territory
Health is the number one priority for those seeking to build wealth, and Americans need to make sure they are properly insured
Surrounding yourself with people that are where you want to be
The idea of, Infinite Banking

[11:39 - 21:58] Closing Segment

Monika talks about her profound responsibility to tell others that they can do anything they want to do
To learn more about Monika and her work, listeners can visit RPI Education!

Tweetable Quotes:

“Whatever it is you're going through right now, stop it, change it, improve it, and start living because this is the only life you got and every day's a gift, tomorrow's not even a given. So, you got to go for it.” – Monika Jazyk

“I have a profound responsibility to tell every single person out there that you can do whatever it is you want to do.” – Monika Jazyk

Connect with Monika through her:

Website: RPI Education

LinkedIn: RPI Education

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Monika Jazyk is the founder of RPI Education, the world’s fastest-growing investment community, and is on a mission to help everyday people invest in the top 2% in order to fill the wealth gap experienced by middle-class working people today. Monika is passionate about assisting other people to create wealth through real estate and alternative investments to reach their financial and personal goals and create time, money, and freedom in their lives today!

In this episode, Monika discusses the importance of time and money and how to overcome barriers to entry. Her advice is designed to help listeners become more successful in their real estate ventures. She emphasizes the importance of generating income, as even low-paying jobs can help people become wealthier over time. She shares her experience with the current US recession is caused by high taxes, over-burdening of systems, and greediness on the part of most people. To learn more about Monika and her work, listeners can visit RPI Education!

[00:01 - 05:11] How To Make The Most Of Your Expenses

Monika advises looking at give people that are closest to you
If people want to make money, they need to learn how to transfer it around

[05:12 - 16:12] Manage Your Money During A Recession

You need to find a way to generate income from your assets
Renting out rooms in your house for extra income
Thinking outside the box and being creative
She discusses the common problems with real estate investors
Making money during a recession is being able to acquire assets when everyone is scared
How to manage your money during the recession
Learn how to make money despite interest rates and the cost of living
Make more money in a recession by buying property rather than renting it
Build your own insurance policy

[16:13 - 22:41] Closing Segment

Monika shares that it’s important to remember that 5% of your property’s monthly rent should be set aside each month in order to cover maintenance costs, vacancy, and any other unexpected expenses
To learn more about Monika and her work, listeners can visit RPI Education!

Tweetable Quotes:

“The three biggest reasons people don't invest in real estate is: Time, money, or knowledge.” – Monika Jazyk

“In life, no matter how you feel about money. You have to learn about it, you have to master it, learn how it works.” – Monika Jazyk

Connect with Monika through her:

Website: RPI Education

LinkedIn: RPI Education

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Monika Jazyk is the founder of RPI Education, the world’s fastest-growing investment community, and is on a mission to help everyday people invest in the top 2% in order to fill the wealth gap experienced by middle-class working people today. Monika is passionate about assisting other people to create wealth through real estate and alternative investments so they can reach their financial and personal goals and create time, money, and freedom in their lives today!

In this episode, Monika talks about how real estate is one of the best ways to build wealth, regardless of income level, and how traditional financial planning has failed many people. She tells the story of when she hit upon the realization that she needed to get a job and work full-time to support her family, and how that led her to begin investing in real estate. To learn more about Monika and her work, listeners can visit RPI Education!

[00:01 - 04:20] Retire Early With Real Estate Investing

Monika talks about her experience and knowledge; she says that real estate is a safe investment that can provide you with long-term stability and security

[04:21 - 12:18] Build A Financial Support System To Achieve Your Goals

She talks about her goal to help others achieve financial independence and stability so that they can live a comfortable life in retirement
She credits her family’s early start in real estate investing to their upbringing and the experiences they had growing up
The importance of networking with like-minded people, and how starting a real estate investing group was one of the first things she did when she started investing herself
Her journey from being scared and crying to buying a property in Australia
Having a supportive community and financial literacy
Multiple circles of people who you can trust

[12:19 - 20:06] Closing Segment

Monika talks about how successful unemployment is connected to having confidence and being connected to the community
To learn more about Monika and her work, listeners can visit RPI Education!

Tweetable Quotes:

“The most important thing is you have your goals. And you have your support community and they can hold you in check for you to achieve your goals.” – Monika Jazyk

“If they're not doing what you want to be doing, they're not going to give you the support you need. You really need to build that network, build that mastermind.” – Monika Jazyk

Connect with Monika through her:

Website: RPI Education

LinkedIn: RPI Education

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Rob Beeman, a former decade-long flipper, lender, and REIknowledge.com Brand Ambassador, along with other willing and seasoned contributors, utilize this media platform to share with others, at no cost to them, this information that can hopefully save time, save money, reduce mistakes, and create opportunities for their real estate investing activities. They say that knowledge is power. Imagine how much more can be accomplished if you knew what others that have already accomplished what you seek to know, and most importantly, are willing to share it.

In this episode, Rob shares how important it is to have a solid system in place if you want to be successful. He talks about how it’s important to know your market, which means understanding what types of properties are selling well right now and targeting those neighborhoods. Next, it’s important to have a strong network of professionals in your field. This includes contractors and lenders who can help you get your property rehabbed quickly and affordably. He advises listeners to stay ahead of the curve by using technology to their advantage by using online tools so that investors can get a better sense of what’s happening in their market and make smart decisions based on that information. To learn more about Rob and his work, listeners can visit his website!

[00:01 - 07:22] How To Join A Network And Find Investors

Rob talks about how he has been able to network and find vendors for residential and commercial projects

[07:23 - 19:17] How To Pivot When Financing Becomes Difficult

One of the lessons learned is that it is important to have relationships with vendors, such as plumbers and electricians, in order to be able to get repairs done more quickly
It is important to network and connects with other real estate investors in order to find opportunities for buying or selling properties
He discusses how he was able to successfully renovate and sell housing during a difficult market
He was able to pivot when it became difficult to find financing for his buyers
He provides valuable resources and contracts in his free newsletters

[19:18 - 23:04] Closing Segment

Rob shares his advice on how to find rental properties, as well as how to subscribe to the newsletters for more useful information on his website!

Tweetable Quotes:

“It's interesting how one thing leads to another and how sometimes you get the door slammed in your face and you think crap, but then you step back and you find a window that was much better than the doorway ever was anyway.” – Rob Beeman

“I pivoted two different directions whenever it became difficult to flip because it became difficult for people to qualify to get financing, and that's what drives the flipper. By the way, your buyer's financing is what drives your sale.” – Rob Beeman

Connect with Rob through his:

Website: https://www.reiknowledge.com/

LinkedIn: Rob Beeman

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Rob Beeman, a former decade-long flipper, lender, and REIknowledge.com Brand Ambassador, along with other willing and seasoned contributors, utilize this media platform to share with others, at no cost to them, this information that can hopefully save time, save money, reduce mistakes, and create opportunities for their real estate investing activities. They say that knowledge is power. Imagine how much more can be accomplished if you knew what others that have already accomplished what you seek to know, and most importantly, are willing to share it.

In this episode, Rob talks about the importance of marketing your property. He talks about how a real estate investor has two options for marketing his home: selling it to an owner-occupant or marketing it to another landlord as a turnkey rental. By understanding how to market your property, you can find the right customer and make more money. To learn more about Rob and his work, listeners can visit his website!

[00:01 - 04:49] How To Close A Deal Quickly

Rob discusses how it is important to have a motivated seller, and if you can convince them to sell quickly, the deal is yours

[04:50 - 16:04] How To Flip A Property By Using Before And After Photos

He talks about how he renovated a property before selling it, knowing the title was clean
The key to his success was having a buyer lined up before selling the property, which allowed her to avoid paying settlement costs
He prefers to have 24-hour access to the property before closing so that he can walk her contractors through the renovation process
He discusses how the value of the property has increased in such a short period of time due to new renovations
Pictures can be very helpful in justifying an increase in value, as they allow people to visualize what has been done
Having a portfolio of before and after pictures is important for documenting the history of a property
If you want to market your home, you have two options: marketing it to an owner-occupant or marketing it to another landlord as a turnkey rental

[16:05 - 22:09] Closing Segment

Rob advises listeners to protect themselves and their property, be smart about who they work with and when to be respectful of their neighbors, and keep them informed of your progress
To learn more about Rob, listeners can visit his website!

Tweetable Quotes:

“The self-price wasn't as important to me because honestly, that worked in my numbers. What was more important to me was getting control of the property and not having to settle on it until I had it renovated by a buyer.” – Rob Beeman

“I go to networking meetings. I make sure everybody knows what I do. It's because you don't know who knows who or who knows what.” – Rob Beeman

Connect with Rob through his:

Website: https://www.reiknowledge.com/

LinkedIn: Rob Beeman

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Rob Beeman, a former decade-long flipper, lender, and REIknowledge.com Brand Ambassador, along with other willing seasoned contributors, utilize this media platform to share with others, at no cost to them, this information that can hopefully save time, save money, reduce mistakes, and create opportunities for their real estate investing activities. They say that knowledge is power. Imagine how much more can be accomplished if you knew what others that have already accomplished you seek to know, and most importantly, are willing to share it.

In this episode, Rob shares his experience and knowledge of real estate investing. He stresses the importance of having multiple properties in your portfolio in order to be prepared for any situation and advises listeners to focus on what matters to women when looking at properties. He shares his experience of learning how to find and purchase properties in the off-market, concentrating on finding properties that are in good condition, for a reasonable price, and through relationships with real estate agents that specialize in working with investors. To learn more about Rob and his work, listeners can visit his website!

[00:01 - 08:45] How To Find Off-Market Properties

Rob shares how he started out flipping houses and found that real estate allowed him to do it part-time and still run his other business
It’s important to have multiple properties in your portfolio so that you have options if something goes wrong

[08:46 - 20:20] Learn From Trial And Error And Getting Better At It

He learned how to find deals and properties by trial and error, and he got better at finding off-market transactions
He learned that there are different types of realtors
It is important to have relationships with realtors in order to find deals
Wholesalers can also be a good way to find deals, as they are often advertising in online forums and on Craigslist
Networking events and letting people know she’s interested in buying or selling properties
She uses flyers, door hangers, and networking to find properties
Buying properties that are outside her comfort zone to increase her chances of success
How to work backward to figure out what the purchase price for a property should be based on its ARV

[20:21 - 21:24] Closing Segment

He advises listeners to negotiate with contractors, which is a whole different level of negotiation
To learn more about Rob, listeners can visit his website!

Tweetable Quotes:

“What I need to find out from you is what's the key number for you? What's that hot button for you? And the only way I can find that out, truly find it out, is to get you to spill it out without thinking about it.” – Rob Beeman

“You have to choose where you want to invest. And for me, that was always a comfort zone of travel time. And am I comfortable there when I'm there.” – Rob Beeman

Connect with Rob through his:

Website: https://www.reiknowledge.com/

LinkedIn: Rob Beeman

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Brandon Jenkins is the founder of Birch Prosper. His real estate investing experience spans both the single-family residential space in key Texas markets, as well as value-add apartment deals in over 2,300 units in the Dallas, Phoenix, Atlanta, and Houston markets. Brandon has a very diverse professional background as an engineer with 10 years of technical experience working for 2 major Fortune 500 corporations in the Oil & Gas and Mining sectors. The focus of his work dealt with risk analysis, project execution, asset management, and investment evaluation. Brandon has a master’s degree in Chemical Engineering from Howard University. He lives in Washington, DC with his wife and 2 children.

In this episode, Brandon discusses how different departments in a business can compete with each other, and how this can result in less-than-ideal outcomes for the company as a whole. He suggests that incentives should be used sparingly and that if they are offered at all, they should be structured in a way that there is no adjustment to the criteria for the approval of applicants. He discusses the benefits of having a property management company that operates at the national or regional level. To learn more about Timothy and his work, listeners can visit his Birch Prosper!

[00:01 - 05:47] How To Manage Healthy Incentives To Motivate Team Members

Brandon discusses the distinction between asking questions and trying to get into a senior management role

[05:48 - 16:49] The Importance of Property Managers To Facilitate Communication And Decision-Making

Getting the project done and delivering returns to investors
He discusses healthy incentives, but they need to be done correctly in order not to have negative consequences
Bonuses are important – they can help motivate team members and make them feel appreciated
If there is a disconnect between team members, bonuses can help to motivate them to reconnect
Regional property managers are important in the property management process and help facilitate communication and decision-making between sponsors and properties
Having a national property management company with regional representation can provide a better experience for sponsors

[16:50 - 22:53] Closing Segment

Brandon believes that there is a way to achieve a balance between working at an office and working with a team, but only if it is done in a genuine way
To learn more about Brandon, listeners can visit his website at Birch Prosper!

Tweetable Quotes:

“Make sure you're on schedule. If you're on schedule, then you'll send it forward. But there can be no adjustment whatsoever in the criteria, in filtering and screening and approving tenants or applicants.” – Brandon Jenkins

“When you have representation with the national property management company, you tend to get a different type of property manager. And then you also get the benefit of a regional property manager that might be able to help facilitate things a little bit better.” – Brandon Jenkins

Connect with Brandon through his:

Website: Birch Prosper

LinkedIn: Brandon Jenkins

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Brandon Jenkins is the founder of Birch Prosper. His real estate investing experience spans both the single-family residential space in key Texas markets, as well as value-add apartment deals in over 2,300 units in the Dallas, Phoenix, Atlanta, and Houston markets. Brandon has a very diverse professional background as an engineer with 10 years of technical experience working for 2 major Fortune 500 corporations in the Oil & Gas and Mining sectors. The focus of his work dealt with risk analysis, project execution, asset management, and investment evaluation. Brandon has a master’s degree in Chemical Engineering from Howard University. He lives in Washington, DC with his wife and 2 children.

In this episode, Brandon discusses the current challenges faced in the real estate market, including high levels of inflation and decreasing government support for rent payments. She speaks about the potential effects of stagflation, a situation in which economic growth slows while prices continue to rise. The possibility of raising rates again in order to stimulate the economy. To learn more about Timothy and his work, listeners can visit his Birch Prosper!

[00:01 - 05:55] Asking For Advice From People You’ve Invested In Their Deals

Brandon believes that increasing rates is not producing the desired effect and that continuing to do so is shortsighted.

[05:56 - 14:59] How To Get Your Voice Heard When You’re Not hearing It Yourself

There are other sources of funding available to people in debt, such as credit cards and retirement accounts
Expanding one’s network is a key way to tap into these other sources of funding
He aims to keep the excitement level high about upcoming opportunities, no matter how long it takes
It is important to have strong communication skills in order to be successful in the real estate industry

[15:00 - 20:54] Closing Segment

Brandon advises listeners to make sure that any input is heard it is important in any team setting and can be done by sending emails ahead of time, having touchpoints, and building accountability
To learn more about Brandon, listeners can visit his website at Birch Prosper!

Tweetable Quotes:

“My aim has always been to have this constant level of information being put out so that hopefully is a constant level of excitement about whatever it is that I'm going to roll out.” – Brandon Jenkins

“If you have a great deal and you know that the team can get the job done and everything else is there, but the personality types are just a little bit off, that doesn't mean you walk from the deal. And because in that case, there are things you can do to make sure that your voice is heard and to make sure that you have a stake in it.” – Brandon Jenkins

Connect with Brandon through his:

Website: Birch Prosper

LinkedIn: Brandon Jenkins

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Brandon Jenkins is the founder of Birch Prosper. His real estate investing experience spans both the single-family residential space in key Texas markets, as well as value-add apartment deals in over 2,300 units in the Dallas, Phoenix, Atlanta, and Houston markets. Brandon has a very diverse professional background as an engineer with 10 years of technical experience working for 2 major Fortune 500 corporations in the Oil & Gas and Mining sectors. The focus of his work dealt with risk analysis, project execution, asset management, and investment evaluation. Brandon has a master’s degree in Chemical Engineering from Howard University. He lives in Washington, DC with his wife and 2 children.

In this episode, Brandon talks about his background and how he got interested in real estate investing. He discusses his experience working on projects that were both challenging and lucrative. It is important to have the drive and knowledge to succeed in this business, even if it is a challenging venture. To learn more about Timothy and his work, listeners can visit his Birch Prosper!

[00:01 - 08:45] Overcoming Being Afraid and How To Succeed In Business

Brandon discusses how he found success by investing in single-family properties and then moving on to multifamily

[08:46 - 20:20] The Importance Of Perseverance And The Willingness To Take Risks

Real estate is a challenging business with many potential setbacks
Having a background in the industry and strong team support can make the process easier
It is important to have a mindset of perseverance and to be willing to take risks in order to succeed
He discusses the biggest difference since moving into the syndication space has been the communication with their investors
He talks about his strong returns in their syndication deals and is passionate about this business
It is important to communicate more often if there is a performance issue or if there is a project ongoing

[20:21 - 21:24] Closing Segment

Brandon that the market can be made harder by adding more obstacles and challenges
To learn more about Brandon, listeners can visit his website at Birch Prosper!

Tweetable Quotes:

“You have to have the drive to keep you moving forward.” – Brandon Jenkins

“This business is a challenging business. It is made easier when you have the knowledge and the team and these kinds of things in place, it's certainly not something that you can do without putting forth the necessary effort to succeed and to do well.” – Brandon Jenkins

Connect with Brandon through his:

Website: Birch Prosper

LinkedIn: Brandon Jenkins

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 3 of my conversation with Timothy A. Krams. Timothy is an Army veteran with over 24 years of combined military service, Timothy A. Krambs has passionately pursued a life of provision not only for his family and military community but for our nation as a whole. Tim has defended the United States and represented the US government and its citizens in several noteworthy capacities. Driven by a mindset of innovation and exploration, he completed a Bachelor of Science degree in Mechanical Engineering and was commissioned as an Army Aviation Officer in 2000. After serving multiple overseas tours and deployments to the middle east as a combat commander and pilot of military aircraft, he completed a Master of Arts degree in International Security Studies and progressed his military career as a Foreign Area Officer. With diplomatic status, he led teams that defended US interests and collaborated with inter-agency, inter-governmental, and various military organizations while serving in executive-level positions. Having traveled the world, he saw an immense opportunity and took great pride in investing in real estate, fostering an entrepreneurial spirit with a provisional mindset to serve.

In this episode, Timothy shares his experiences in the real estate industry highlighting that even though the market is unpredictable, trends are always up. He says that the pandemic helps out with market analysis for RV parks, and he has found that there is a need for these parks in areas with transient traffic. He mentions that there is a growing entrepreneurial mindset among those in the RV park space, as they see opportunities to make money by renting their homes or mobile homes out on Airbnb. He emphasizes the importance of having the desire to impact others and encourages listeners to continue learning and growing in their own personal journeys. To learn more about Timothy and his work, listeners can visit his LinkedIn!

[00:01 - 07:04] The Opportunities With Mobile Home Parks

Timothy discusses how there is a need for more mobile home parks

[07:05- 15:02] The Importance Of Having A Desire To Impact Others

RV parks can be successful if they are converted from mobile home parks and have the right infrastructure in place
Entrepreneurial mindsets are needed to succeed in the RV park space, as many people are moving away from traditional homes to RVs
RV parks are much bigger than people think, and can include restaurants, convenience stores, computer lounges, cabins, primitive tent sites, electric and water tent sites, and more
Renting an RV park can be a lucrative investment, as long as the park is well-maintained and the property is regularly occupied
There are many ways to diversify investment in the RV park space

[15:03- 19:36] Closing Segment

Timothy says that you can always help that person behind you and help bring them along for your successes in life
To learn more about Timothy, listeners can visit at his LinkedIn!

Tweetable Quotes:

“You learn from it, and you go on, and then you tell stories and teach others.” – Timothy A. Krambs

“I want to live in that life of impact but with abundance and freedom.” – Timothy A. Krambs

Connect with Timothy through his:

LinkedIn: Timothy A. Krambs

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 2 of my conversation with Timothy A. Krams. Timothy is an Army veteran with over 24 years of combined military service, Timothy A. Krambs has passionately pursued a life of provision not only for his family and military community but for our nation as a whole. Tim has defended the United States and represented the US government and its citizens in several noteworthy capacities. Driven by a mindset of innovation and exploration, he completed a Bachelor of Science degree in Mechanical Engineering and was commissioned as an Army Aviation Officer in 2000. After serving multiple overseas tours and deployments to the middle east as a combat commander and pilot of military aircraft, he completed a Master of Arts degree in International Security Studies and progressed his military career as a Foreign Area Officer. With diplomatic status, he led teams that defended US interests and collaborated with inter-agency, inter-governmental, and various military organizations while serving in executive-level positions. Having traveled the world, he saw an immense opportunity and took great pride in investing in real estate, fostering an entrepreneurial spirit with a provisional mindset to serve.

In this episode, Timothy discusses the importance of building strong teams and the challenges of doing so. He discusses the importance of having a good reason for doing things and staying motivated in difficult times. He talks about the importance of mental health to get out of your comfort zone and try new things. To learn more about Timothy and his work, listeners can visit his LinkedIn!

[00:01 - 04:48] The Many Options When Buying Real Estate

Timothy discusses the idea of teams and how they can be helpful in real estate investing

[04:49 - 11:31] Defining Your “Why” That Will Reshape Your Future

He discusses how having a team with complementary skillsets can be beneficial
The importance of having a strong “Why” to drive you through difficult times
He recommends seeking out accountability groups and learning from others to help empower oneself
Behavior health is important for military members and civilians alike
The stigma against behavioral health in society, but with the right support, it can be overcome
It is important to remember that everyone experiences trauma in their lives

[11:32s - 19:23] Closing Segment

Timothy says that it is important to remember that there are many options available to those looking to purchase or lease real estate, namely:
Seller financing
Short sales
To learn more about Timothy, listeners can visit his LinkedIn!

Tweetable Quotes:

“Being vulnerable is a strength.” – Timothy A. Krambs

“When we define our “Why”, we look at those things and we can reshape, not just what has happened to us in the past, but how can we reshape that for our future given the new mindset we just talked about.” – Timothy A. Krambs

Connect with Timothy through his:

LinkedIn: Timothy A. Krambs

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 1 of my conversation with Timothy A. Krams. Timothy is an Army veteran with over 24 years of combined military service, Timothy A. Krambs has passionately pursued a life of provision not only for his family and military community but for our nation as a whole. Tim has defended the United States and represented the US government and its citizens in several noteworthy capacities. Driven by a mindset of innovation and exploration, he completed a Bachelor of Science degree in Mechanical Engineering and was commissioned as an Army Aviation Officer in 2000. After serving multiple overseas tours and deployments to the middle east as a combat commander and pilot of military aircraft, he completed a Master of Arts degree in International Security Studies and progressed his military career as a Foreign Area Officer. With diplomatic status, he led teams that defended US interests and collaborated with inter-agency, inter-governmental, and various military organizations while serving in executive-level positions. Having traveled the world, he saw an immense opportunity and took great pride in investing in real estate, fostering an entrepreneurial spirit with a provisional mindset to serve.

In this episode, Timothy shares his story and they discuss how his real estate experience has helped him become a successful investor. He shares how active duty passive income helped him learn from other experienced investors, and how he has benefited from their resources. He shares how he is able to use his military benefits to invest in real estate without any limitations. To learn more about Timothy and his work, listeners can visit his LinkedIn!

[00:01 - 04:16] Surround Yourself With People Who Have The Same Mindset As You Are

Timothy shares his military history which includes flight training and owning properties in Alabama and the Pacific Northwest

[04:17 - 12:37] How To Minimize Your Tax Liability And Maximize Your Income

Timothy discusses how he joined Active Duty Passive Income and learn about what action takers only the Mastermind was producing
How he got into the multi-family space from what he learned in Active Duty Passive Income
He advises against listening to financial advice from people who are not knowledgeable about the subject matter
Learning about taxes and how to minimize them
The importance of surrounding yourself with people who have the same mindset as you in order to change your mindset
Focus on your goals and be persistent in achieving them

[12:38 - 18:08] Closing Segment

Timothy stated that it is important for people to learn how to change their persona and focus on their strengths instead of their weaknesses
To learn more about Timothy, listeners can visit his LinkedIn!

Tweetable Quotes:

“What real estate can bring to you to bring financial freedom and to all the benefits that facilitated for, not only is this for everyday civilians but also specifically for the military.” – Timothy A. Krambs

“How to best utilize and maximize your potential for income and minimize your tax liability, getting smart in that alone. It just produces the foundation you need to scale.” – Timothy A. Krambs

Connect with Timothy through his:

LinkedIn: Timothy A. Krambs

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 3 of my conversation with Joseph Jackson. Joseph Jackson has been serving in the United States Marine Corps. for the last 20 years. The skills he has developed through his military experience are integral to starting a new business. Leadership, Work ethic, Discipline, Integrity, thriving under pressure, and the ability to prepare for the unexpected. He oversees the on sight development of the mobile home and RV Parks. He currently owns 2 mobile home parks with a total of 58 lots.

In this episode, Joseph talks about translatable skills from the military to real estate. He discusses how RV parks and mobile home communities are great assets to have in one’s portfolio and notes that there many different ways to approach these investments. To learn more about Andrew and his work, listeners can visit his LinkedIn!

[00:01 - 08:59] Managing The Chaos Of Owning Properties

Joseph discusses translatable skills from the military to real estate
Owning and managing a property can be stressful

[09:00 - 16:44] The Impact Of The Change In Mindset and Views

Mindset has a big impact on the success of the business
The change in mindset and views problems as opportunities
Attending a conference has led to meeting other people who are like-minded
Creating mobile home communities

[16:45 - 18:57] Closing Segment

Joseph advises listeners to set goals and find ways to achieve them
To learn more about Joseph, listeners can visit his LinkedIn!

Tweetable Quotes:

“The more I practice mindset and the more I read and I do my morning meditations, the quicker the rebound is.” – Joseph Jackson

“You get what you put out of this industry, taking the time to analyze the market where you're looking at, to knowing your industry to how hard you want to push. The sky is the limit in this space.” – Joseph Jackson

Connect with Joseph through his:

LinkedIn: Joseph Jackson

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 2 of my conversation with Joseph Jackson. Joseph Jackson has been serving in The United States Marine Corps. for the last 20 years. The skills he has developed through his military experience are integral to starting a new business. Leadership, Work ethic, Discipline, Integrity, thriving under pressure, and the ability to prepare for the unexpected. He oversees the on-site development of mobile home and RV Parks. He currently owns 2 mobile home parks with a total of 58 lots.

In this episode, Joseph discusses mobile parks versus modular multi-family housing. One of the main selling points for these communities is that they are often furnished, which makes them more appealing to potential buyers. There are many mobile home parks that offer short-term rentals, which makes it easy for people to get a vacation rental without having to worry about the complex process of finding and owning a property. To learn more about Joseph and his work, listeners can visit his LinkedIn!

[00:01 - 09:40] Managing A Modular Multi-Family Housing

Joseph mobile home parks versus modular multi-family housing
Managing mobile home parks as compared to modular multi-family housing

[09:41 - 17:10] Running A Modular Multi-Family Housing With Professional Management Companies

Modular multi-family homes can be a good option for people who want to live in a smaller space
The evolution of the trailer park industry
Professional management companies and smaller management companies are run by individuals who live in the homes
There are a variety of mobile home parks with different amenities, including laundry faculties
Some mobile home parks have swimming pools, while others have ball fields, soccer fields, and other amenities

[17:11 - 21:37] Closing Segment

Joseph recommends real estate investors diversify their holdings to reduce risk, and learn about new asset classes such as short-term rentals through an internship or brokerage
To learn more about Joseph, listeners can visit his LinkedIn!

Tweetable Quotes:

“If you own the mobile home and you're just leasing your own mobile home to them, then it's rinse and repeat.” – Joseph Jackson

“I'm going to real estate. And that's what really made me jump into that cause. I didn't want to do the whole nine to five anymore.” – Joseph Jackson

Connect with Joseph through his:

LinkedIn: Joseph Jackson

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 1 of my conversation with Joseph Jackson. Joseph Jackson has been serving in The United States Marine Corps. for the last 20 years. The skills he has developed through his military experience are integral to starting a new business. Leadership, Work ethic, Discipline, Integrity, thriving under pressure, and the ability to prepare for the unexpected. He oversees the on-sight development of the mobile home and RV Parks. He currently owns 2 mobile home parks with a total of 58 lots.

In this episode, Joseph discusses how he has chosen to focus on mobile home communities and RV parks. He tells listeners that he believes these types of investments are a great way of transitioning into retirement, as they offer stability and affordable housing. He mentions that he is currently working towards getting a real estate license so that he has a better understanding of the entire industry. To learn more about Andrew and his work, listeners can visit his LinkedIn!

[00:01 - 03:08] Succeed In Real Estate With Mobile Home Communities And RV Parks

Joseph discusses how he decided to focus on mobile home communities and RV parks
He is excited to learn from industry experts
Mobile home parks and RV parks are becoming increasingly popular investment choices because they offer a higher return on investment are safe and provide affordable housing

[03:09 - 16:38] Acquiring And Managing A Mobile Home Park

The real estate industry is constantly evolving and growing, with new information available on a daily basis
Real estate can be a great experience if you are willing to learn and grow
Understanding the clientele and the market is key to success in the real estate industry
Living in mobile home parks
How he learned from his grandparents who self-managed the park and did all the maintenance themselves
He discusses the process of acquiring and managing a mobile home park

[16:39 - 20:42] Closing Segment

Joseph advises listeners that if a tenant wants to leave a mobile home park, they must go through the process of abandoning the home and filing paperwork
To learn more about Joseph, listeners can visit his LinkedIn!

Tweetable Quotes:

“Mobile homes have come a long way, they don't look like trailers anymore… That's the type of vision I have for the communities that I acquire and making sure that you bring in new stock that is up to date, nice, and for tenants to have a sense of pride.” – Joseph Jackson

“Whatever the case may be, I believe that it is huge because affordable housing shouldn't just be about the bottom-line number. It should be about providing a safe, clean environment for the people also.” – Joseph Jackson

Connect with Joseph through his:

LinkedIn: Joseph Jackson

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 3 of my conversation with Fiya Mosley. Fiya holds a BS in Health Education from Boise State University. She is experienced in real estate sales and multifamily property owners. Fiya’s past employment at juvenile detention gave her a passion for mentoring teens and young adults. She has always found real estate to be an extremely valuable avenue for high-yield investing. With these two passions, we have created a company that uses real estate investing to develop young adults into leaders. To become positive prosperous contributors to our society, their peers, and family.

In this episode, Fiya shares her story of struggling with imposter syndrome during her time as an entrepreneur, which helped her to find support and learn how to overcome it. It can be difficult to backtrack once you’ve made decisions. Understanding how your brain works can help you resist stacking things in your memory that increase fear or anxiety. The industry is positive and supportive, but it’s also challenging. To learn more about Andrew and his work, listeners can visit her AM Multifamily Investments, LLC!

[00:01 - 09:40] Tough Conversations, Money, and Boundaries

Fiya discusses how tough it is to have conversations about money and earning potential with male partners
There are many uncomfortable conversations that need to be had when starting a business together
It can be difficult to backtrack once agreements have been made
Understanding how one’s brain works can help stack conversations in a positive way and minimize discomfort

[09:41 - 17:10] Creating Special Moments And Celebrating Your Wins

She feels that it is important to have a group of people that are similar to you, and you don’t have to be like everyone else
It is important to create a special moment when you close on a deal
Celebrating your wins is important

[17:11 - 21:37] Closing Segment

Fiya recommends being present can help to reduce anxiety and stress, and can also allow for more enjoyment of life
To learn more about Fiya, listeners can visit her AM Multifamily Investments, LLC!

Tweetable Quotes:

“Be okay with all the uncertainty and actually you can start to enjoy it.” – Fiya Mosley

“Celebrating the wins is important. Otherwise, you just move on and you're always trying to climb this ladder and then you have to ask yourself, why?” – Fiya Mosley

Connect with Fiya through her:

Website: AM Multifamily Investments, LLC

LinkedIn: Fiya Mosley

Instagram: Fiya Mosley

Facebook: Fiya Mosley

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 2 of my conversation with Fiya Mosley. Fiya holds a BS in Health Education from Boise State University. She is experienced in real estate sales and multifamily property owners. Fiya’s past employment at juvenile detention gave her a passion for mentoring teens and young adults. She has always found real estate to be an extremely valuable avenue for high-yield investing. With these two passions, we have created a company that uses real estate investing to develop young adults into leaders. To become positive prosperous contributors to our society, their peers, and family.

In this episode, Fiya advises that it’s important to find a sponsor who you click with and share common values, as well as have someone knowledgeable and able to oversee your investments on a day-to-day basis. She recommends buying property where you live if possible, as it provides more stability and knowledge of the local market. She mentions that there is strength in secondary and tertiary markets. She explains that it’s important to have a clear vision of what you want in life and then focus on achieving that goal, no matter what happens. To learn more about Andrew and his work, listeners can visit her AM Multifamily Investments, LLC!

[00:01 - 03:14] Partnering With The Best Sponsor You Click With

Fiya says that having no real estate experience can be a disadvantage when trying to syndicate properties

[03:15 - 17:31] Developing The Mindset That Overcomes Obstacles

She suggests moving to another city for business purposes is not always a good idea because one’s energy can be felt in a city
She applied for a job as a counselor at a drug and alcohol recovery center for teenagers
She emphasizes the importance of mindset in overcoming obstacles
How to be grateful for what is possible
Learning as she goes because she is still new to entrepreneurship

[17:32 - 19:36] Closing Segment

Fiya reminds listeners and herself that things can change, and that’s okay
To learn more about Fiya, listeners can visit her AM Multifamily Investments, LLC!

Tweetable Quotes:

“As long as you keep yourself, your heart, and your mind in alignment with what you want in life.” – Fiya Mosley

“When you don't succeed in something… You're not necessarily winning or losing. If you continue to move forward, you're just preparing for what is right for you.” – Fiya Mosley

Connect with Fiya through her:

Website: AM Multifamily Investments, LLC

LinkedIn: Fiya Mosley

Instagram: Fiya Mosley

Facebook: Fiya Mosley

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 1 of my conversation with Fiya Mosley. Fiya holds a BS in Health Education from Boise State University. She is experienced in real estate sales and multifamily property owners. Fiya’s past employment at juvenile detention gave her a passion for mentoring teens and young adults. She has always found real estate to be an extremely valuable avenue for high-yield investing. With these two passions, we have created a company that uses real estate investing to develop young adults into leaders. To become positive prosperous contributors to our society, their peers, and family.

In this episode, Fiya shares their experience in the real estate industry and how they’ve been able to start a successful business. She discusses how it’s not an easy task and that it often takes a lot of work and patience to be successful. She shares her advice for anyone starting out in the real estate industry, highlighting the importance of networking and learning as much as possible.

To learn more about Andrew and his work, listeners can visit her AM Multifamily Investments, LLC!

[00:01 - 05:36] Be Thankful For The Hard Times In Your Life

Fiya discusses how she experienced various hardships throughout her life

[05:37 - 12:47] Being Vulnerable Has Opened Doors

She emphasizes the importance of allowing others to be open to change and growth
She talks about her experience with a brain tumor, which led her to pursue a degree in psychology and addictions counseling
Doing Facebook videos in order to practice being vulnerable
The negative experiences with real estate

[12:48 - 18:08] Closing Segment

Fiya talks about how she is going to use her education and experience to help others in the future
To learn more about Fiya, listeners can visit her at AM Multifamily Investments, LLC!

Tweetable Quotes:

“I am all about as you grow and you advance, you take other people with you. I think that's really what life's all about.” – Fiya Mosley

“Multi-family has opened more doors for me to be able to have better entrepreneurial skills, really execute my creative visions that I didn't even know I had that have gotten such great responses.” – Fiya Mosley

Connect with Fiya through her:

Website: AM Multifamily Investments, LLC

LinkedIn: Fiya Mosley

Instagram: Fiya Mosley

Facebook: Fiya Mosley

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 3 of my conversation with Andrew Rosenberg. Andrew Rosenberg, from Honolulu, Hawaii. Married with a teenage son. Fourth Generation Entrepreneur, and works in Family Business with his father. 10+ years as a real estate investor. Making the transition from SFH to Multifamily Syndications. Purely passive Limited Partner investors. 3,000+ units and exceeding a dozen Syndication deals. Founder of the CRE SPOTLIGHT, a short content educational CRE production using captioned audio. Co-Host with Christina Stevens of SIMPLY SUNDAYS, a monthly CRE Zoom Networking Meetup.

In this episode, Andrew stresses the importance of developing a strong relationship with potential clients before pitching them deals, as this will help ensure they are comfortable with the process and ultimately invest in your company. To learn more about Andrew and his work, listeners can visit his LinkedIn!

[00:01 - 06:54] Raising Money In-House Is Better

Andrew shares why raising money in-house is better

[06:55 - 17:02] Gain Credibility And Trust By Comparably Pricing Properties

Active syndicators often invest in deals with other syndicates
It takes a lot of relationships to build trust and success
One of the biggest problems for investors is pride
He shares his advice when looking at investments

[17:03 - 28:51] Closing Segment

Andrew advises young entrepreneurs to price their properties comparably to experienced local landlords in order to gain credibility and trust with potential investors
To learn more about Andrew, listeners can visit his LinkedIn!

Tweetable Quotes:

“If you don't have me in the 15 seconds, all that 45-minute webinar that I might watch, that's for my educational purposes or curiosity or the fact that I don't have a life and I'm a boring loser. That's all fine and good, but within that first 15 seconds, you lost the deal.” – Andrew Rosenberg

“Pride is what gets you to chase high returns pride. Pride is what often gets you stuck in the sunk cost mentality because you're waiting to get back to break even that had nothing to do with numbers, has nothing to do with math or accounting, or finance or economics. Certainly, has nothing to do with rational thinking because you couldn't admit to losing money.” – Andrew Rosenberg

Connect with Andrew through his:

LinkedIn: Andrew Rosenberg

Website: CRE Spotlight

Podcast: Simply Sundays

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 2 of my conversation with Andrew Rosenberg. Andrew Rosenberg, from Honolulu, Hawaii. Married with a teenage son. Fourth Generation Entrepreneur, and works in Family Business with his father. 10+ years as a real estate investor. Making the transition from SFH to Multifamily Syndications. Purely passive Limited Partner investors. 3,000+ units and exceeding a dozen Syndication deals. Founder of the CRE SPOTLIGHT, a short content educational CRE production using captioned audio. Co-Host with Christina Stevens of SIMPLY SUNDAYS, a monthly CRE Zoom Networking Meetup.

In this episode, Andrew stresses the importance of quality over quantity when it comes to properties, and how being close to properties makes it easier for landlords to manage them. He explains that if the property is something that the couple does not have an interest in, then they can buy their own property that they are looking at because it allows them to be there when they need to be. To learn more about Andrew and his work, listeners can visit his LinkedIn!

[00:01 - 05:26] Manage Properties That Is Customer-Service Focused

Andrew shares the many tax advantages of investing in real estate
Real estate is a business like any other, and you can still have a customer service focus when managing properties

[05:27 - 21:18] Delegate And Execute An Effective Business Plan

People can tell when you’ve cut corners
Value is not just about the price you’re asking for a property, but also about what you’re doing to make it worth the buyer’s while
The key to success for a property investor is to execute the business plan
You want to delegate away things that don’t interest you
The benefits of being an investor in a business with a backflow of money

[21:19 - 30:52] Closing Segment

Andrew shares that the key to success for an investor in a backflow situation is to be prepared for any potential problems and be honest with the business owner about what risks are involved
To learn more about Andrew, listeners can visit his LinkedIn!

Tweetable Quotes:

“It's a very simple metric, it's called “Return on Aggravation”, and it's a very subjective scale, but to get me to want to do more work, I better get a lot of return.” – Andrew Rosenberg

“You provide the value and you provide the experience people want, people will pay the money.” – Andrew Rosenberg

Connect with Andrew through his:

LinkedIn: Andrew Rosenberg

Website: CRE Spotlight

Podcast: Simply Sundays

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 1 of my conversation with Andrew Rosenberg, from Honolulu, Hawaii. He is married with a teenage son and he is a fourth-generation entrepreneur and works in Family Business with his father. 10+ years as a real estate investor. Making the transition from SFH to Multifamily Syndications. Purely passive Limited Partner investors. 3,000+ units and exceeding a dozen Syndication deals. Founder of the CRE SPOTLIGHT, a short content educational CRE production using captioned audio. Co-Host with Christina Stevens of SIMPLY SUNDAYS, a monthly CRE Zoom Networking Meetup.

In this episode, Andrew Rosenberg shares his story of how he became an investor. He discusses the importance of asking questions and being proactive in your real estate investing strategy. He mentions that first-time investors often do not understand what they are getting into and that operators should take care to thoroughly explain the risks to their investors. To learn more about Andrew Rosenberg and his work, listeners can visit his LinkedIn!

[00:01 - 08:18] From Corporate Finance To Syndicating Real Estate

Andrew shares his background and how it led him to real estate investing
He talks about her experience with corporate finance
He tells the story of how he started syndicating real estate

[08:19 - 14:38] The Challenges Of Managing Real Estate Investments

Andrew talks about the challenges of managing multiple investments, and how one way to overcome this is by investing in fewer deals with larger money amounts
Syndications can be a great way to get started in real estate investing
It is important for first-time investors to understand what they are getting into when investing in syndications
Bad property management is one of the biggest factors leading to a property’s failure
He recommends investors focus on long-term, value-add deals rather than quick, high-yield opportunities
The importance of being honest with potential investors about the risks and rewards of a particular investment

[14:39 - 29:28] Closing Segment

Andrew recommends that friends and family members should be mindful of their financial situation and not put themselves in a position where they cannot help those they care about
To learn more about Andrew Rosenberg, listeners can visit his LinkedIn!

Tweetable Quotes:

“I'm trying to understand how it's possible that the highest correlation to failure is bad property management.” – Andrew Rosenberg

“I'm not saying don't invest in syndications, but I do think operators tend to ignore the downside risks beyond just what a fiduciary responsibility is. You do have an ethical obligation to really explain to people what they're getting into, and I don't think a lot of first-time investors truly understand what they're getting into.” – Andrew Rosenberg

Connect with Andrew through his:

LinkedIn: Andrew Rosenberg

Website: CRE Spotlight

Podcast: Simply Sundays

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 3 of my conversation with K. Trevor Thompson. K. Trevor is based in Austin TX, participating as LP in 20 (15 active) switching to active with 2 GP syndicated deals. Over the past few years, he has become deeply passionate about learning about Real Estate Investing. He is an avid learner, continually connecting with as many like-minded people. He is now switching to being active and looking to be a GP / Asset Manager – Boots on the ground for syndications in TX.

In this episode K. Trevor Thompson shares how it’s important to build a relationship with the team you’re working with in order to get the best results. He believes that deep relationships are key to success in real estate, noting that 90% of his deals are with smaller groups. He discusses the different ways in which they approach real estate. He offers valuable advice for those looking to join the real estate investment community. To learn more about K. Trevor and his work, listeners can visit Niagara Investments, LLC!

[00:01 - 02:03] Build A Relationship With Your Broker

K. Trevor discusses how building relationships is important for successful real estate investing

[02:04 - 14:41] How To Be Successful With Uncomfortable Conversations

K. Trevor says that it’s important to offer help and advice upfront
Smaller deals are often the best way to build relationships with people
He shares that they are always trying to help others to be successful
It’s important to have uncomfortable conversations when trying to help others
The difficulty with property management teams

[14:42 - 19:14] Closing Segment

K. Trevor shares that they find comfort in talking to others about their passions, and that this is a good way to learn
To learn more about K. Trevor, listeners can visit at his Red Wing Capital!

Tweetable Quotes:

“Try to come to them with that mindset I'm trying to help you be more successful.” – K. Trevor Thompson

“Some people are very protective and that's just the way they were built. That's their mechanism of survival. And you got to make sure you don't challenge.” – K. Trevor Thompson

Connect with K. Trevor through his:

Website: Niagara Investments, LLC

Facebook: Niagara Investments, LLC

Facebook: K. Trevor Thompson

YouTube: K. Trevor Thompson

LinkedIn: K. Trevor Thompson

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 2 of my conversation with K. Trevor Thompson. K. Trevor is based in Austin TX, participating as LP in 20 (15 active) switching to active with 2 GP syndicated deals. Over the past few years, he has become deeply passionate about learning about Real Estate Investing. He is an avid learner, continually connecting with as many like-minded people. He is now switching to being active and looking to be a GP / Asset Manager – Boots on the ground for syndications in TX.

In this episode, K. Trevor Thompson shares his experience in the multifamily industry and how it can be hard work. He advises that in order to be successful, you should have a local partner who knows the market. He recommends that newbies start by doing due diligence on properties before putting any offers in, and notes that secret shopping can be an effective way to check out a property before making an offer. To learn more about K. Trevor and his work, listeners can visit Niagara Investments, LLC!

[00:01 - 05:05] Partner With A Local Who Knows The Market

K. Trevor’s advice to listeners in order to be successful in real estate
Partnering with a local investor that knows the market

[05:06 - 14:32] Mentorship Programs Offer Experienced Professionals To Help Newbies

K. Trevor shares that sponsors can invite students to do a due diligence, to learn more about their mentoring program
It is important to be respectful of the boundaries set by the sponsor when attending a due diligence day
Conversations with the GP team about what type of property would be a good fit for the onsite staff
How the market has become saturated and it is making it difficult for smaller businesses to purchase and maintain property

[14:02 - 19:28] Closing Segment

K. Trevor recommends having a local college or university as a secret shopper
To learn more about K. Trevor, listeners can visit at his Red Wing Capital!

Tweetable Quotes:

“You’ve got to have somebody that knows the local market.” – K. Trevor Thompson

“A lot of people don't realize that it's hard work. It takes a special purpose person to be a property manager, regional manager.” – K. Trevor Thompson

Connect with K. Trevor through his:

Website: Niagara Investments, LLC

Facebook: Niagara Investments, LLC

Facebook: K. Trevor Thompson

YouTube: K. Trevor Thompson

LinkedIn: K. Trevor Thompson

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 1 of my conversation with K. Trevor Thompson. K. Trevor is based in Austin TX, participating as LP in 20 (15 active) switching to active with 2 GP syndicated deals. Over the past few years, he has become deeply passionate about learning about Real Estate Investing. He is an avid learner, continually connecting with as many like-minded people. He is now switching to being active and looking to be a GP / Asset Manager – Boots on the ground for syndications in TX.

In this episode, K. Trevor Thompson shares his background and experience in real estate. He discusses how to get started as an LP, what to watch out for, and how to have successful conversations with the GP team. He explains that while it can be tough, being an active real estate investor is a lot of work. He shares some of the challenges he has faced and how these challenges have helped him grow as an asset manager. To learn more about K. Trevor and his work, listeners can visit Niagara Investments, LLC!

[00:01 - 03:18] How To Be An Effective Asset Manager

K. Trevor discusses his background and how he started investing in real estate after learning about passive investing

[03:19 - 17:28] Improve Communication With Property Managers

K. Trevor discusses who to invest with and who to avoid
Making educated decisions with your investments
How to be an effective asset manager
Dealing with uncomfortable conversations
How he used to be a passive-aggressive investor

[17:28 - 18:45] Closing Segment

K. Trevor discusses how to be assertive and communicate in a non-threatening way
To learn more about K. Trevor, listeners can visit his website at, Red Wing Capital!

Tweetable Quotes:

“You have to try to bring value and some thought to that conversation.” – K. Trevor Thompson

“If the person that only wants your money and that's the only time they will talk to you… That is what you don't want to get into.” – K. Trevor Thompson

Connect with K. Trevor through his:

Website: Niagara Investments, LLC

Facebook: Niagara Investments, LLC

Facebook: K. Trevor Thompson

YouTube: K. Trevor Thompson

LinkedIn: K. Trevor Thompson

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 3 of my conversation with Matt Kontoff. Matt has managed his own rental properties while working full-time as a software engineer. He has been active in the day-to-day operation as well as overseeing renovations. More recently, he started investing in multifamily syndications to generate passive income. He is invested in over 1000+ units in the multifamily space and continues to search out winning investments. Matt founded Redwing Capital as a way to provide smarter real estate investments for other passive investors looking for stable

returns typically earned from multifamily apartment syndication investments.

In this episode, Matt Kontoff discusses the challenges of running a rental property as an individual and as a company. He discusses how Airbnb has made it easier for small businesses to get started but also stresses the importance of being in constant contact with your tenants and maintaining good communication. He feels that having a wide variety of rentals available will help them attract more customers and make more money. To learn more about Matt, listeners can visit him at Red Wing Capital!

[00:01 - 04:38] Saving Money On Bills Through Real Estate Rentals

Matt discusses how technology has made it easier for people to invest in real estate
Real estate investing can be a great way for people to save money on their bills

[04:38 - 12:31] The Ease of Use Of The Airbnb Platform

Matt discusses how in Texas, air-conditioning is not a requirement, but it is a requirement to have heat
He compares Texas with Massachusetts, where you have to air-condition but you don’t have to have heat
In multifamily properties, things move slower than in single-family properties
- This can be due to the number of moving parts involved
He shares that Airbnb is a good platform and easy to use, but they only rent through them during the summer

[12:32 - 16:42] Closing Segment

Matt recommends having a management agency when renting out properties
To learn more about Matt, listeners can visit his Red Wing Capital!

Tweetable Quotes:

“Airbnb has a great platform and they'll send you reminders. It's very sophisticated. It's relatively easy to use.” – Matt Kontoff

“If we were renting the Airbnb just has like a regular rental with a year lease, on a month-to-month basis, it would be doing as well. But we only rented in the summer, so in the summer months, we would get more than a regular month's rest for sure.” – Matt Kontoff

Connect with Matt through his:

Website: Red Wing Capital

LinkedIn: Matt Kontoff

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 2 of my conversation with Matt Kontoff. Matt has managed his own rental properties while working full-time as a software engineer. He has been active in the day-to-day operation as well as overseeing renovations. More recently, he started investing in multifamily syndications to generate passive income. He is invested in over 1000+ units in the multifamily space and continues to search out winning investments. Matt founded Redwing Capital as a way to provide smarter real estate investments for other passive investors looking for stable

returns typically earned from multifamily apartment syndication investments.

In this episode, Matt Kontoff discusses a common tenant screening process that landlords can use to screen potential tenants. He discusses the importance of having a property manager when investing in rental properties. He discusses how landlords can screen potential clients and this process can involve doing a background check, checking references, and even conducting a home inspection. To learn more about Matt, listeners can visit him at Red Wing Capital!

[00:01 - 03:53] Running Background Check On Residents That Are Coming In

Matt talks about taking advantage of a loophole
Doing background checks when running financial reports

[03:54 - 08:53] Utilizing Smart Tech As A Property Manager

Matt discusses his experiences when overseeing renovations
Utilizing phones for a quick relay of communication
Running a construction crew
Using key cards for bigger properties
The problems faced by being a property manager

[08:54 - 16:10] Closing Segment

Matt recommends using a keypad to enter apartments instead of a phone and facial recognition to identify tenants
To learn more about Matt, listeners can visit at his Red Wing Capital!

Tweetable Quotes:

“Some folks didn't realize that they had to pay at some point and now they're going to have a black mark next to their name when they go to rent some other place.” – Matt Kontoff

“The biggest epiphany I had was when I had to get a part for something and I look up the model number and I'm like, I'll get write this model number down and just take a picture of it.” – Matt Kontoff

Connect with Matt through his:

Website: Red Wing Capital

LinkedIn: Matt Kontoff

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 1 of my conversation with Matt Kontoff. Matt has managed his own rental properties while working full-time as a software engineer. He has been active in the day-to-day operation as well as overseeing renovations. More recently, he started investing in multifamily syndications to generate passive income. He is invested in over 1000+ units in the multifamily space and continues to search out winning investments. Matt founded Redwing Capital as a way to provide smarter real estate investments for other passive investors looking for stable

returns typically earned from multifamily apartment syndication investments.

In this episode, Matt Kontoff shares his story of how started as a software engineer and then transitioned to being a full-time real estate investor. She talks about her experience with buying and managing an apartment complex, and how her family has been in the real estate industry for many years. To learn more about Matt, listeners can visit him at Red Wing Capital!

[00:01 - 05:17] Investing Money In ROTH IRA

Matt discusses multifamily properties and syndication in detail
He explains how ROTH IRA investing is a great way to invest your money, as profits are tax-free except for UBI (unearned income credit)

[05:18 - 13:01] The Benefits Of Finding Out The Competition

Matt discusses how to become accredited as a real estate investor
He discusses how married people can increase their investment
How to invest in real estate with IRA and how to do this effectively
He discusses how to become accredited as a real estate investor
The importance of teaming up with others
Underwriting from a potential partner can be a risky proposition

[13:02 - 17:04] Closing Segment

Matt recommends that investors ask for underwriting before investing, and to be friends with their potential partners in order to vet them more thoroughly
To learn more about Matt, listeners can visit his website at Red Wing Capital!

Tweetable Quotes:

“I did my research on comps just to find out what the comps were and what the competition was, and then I decided to go for it. So, I did a lot of leg work up front, a lot of details because that's important.” – Matt Kontoff

“If you'll use your Roth IRA to invest in something and that investment borrows money to make a profit, then the profits that are attributed to that money that was borrowed is taxable, but not the profits that are attributed to the money that you put in yourself.” – Matt Kontoff

Connect with Matt through his:

Website: Red Wing Capital

LinkedIn: Matt Kontoff

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 3 of my conversation with Christina Stevens. Christina Stevens, CRNA is the co-founder of Queen Capital alongside her wife, Stephanie Anderson. When the pandemic hit, their mindset shifted about how they spent their most precious asset: time. After listening to the Rich Dad Poor Dad audiobook, they knew they were meant for more than continuing to trade time for money. Christina is a limited partner (LP) in a fund through The Apartment Queen, and Stephanie and Christina have residential buy and hold and BRRRR investment properties in Michigan.

In this episode, Christina Stevens shares her story of how she and her husband would walk daily to meet with their neighbors, some of whom were older and more experienced in the financial world. She discusses how she has overcome her imposter syndrome by building relationships with other female real estate investors. She emphasizes the importance of humility, which goes hand in hand with overcoming imposter syndrome. To learn more about Christina, listeners can visit her on LinkedIn!

[00:01 - 07:51] Bias Against Women In The Industry

Christina discusses her experiences as a female real estate investor
She has noticed a bias against women in the industry

[07:52 - 11:52] Overcoming Imposter Syndrome And Focus On Building Relationships

Christina discusses how being humble and having a relationship with others is important in the real estate industry
She recommends listening to podcasts and reading books by female real estate investors to increase one’s knowledge and understanding of the industry
She talks about how much she enjoys talking to people and meeting new people
She was able to see her self-worth skyrocket as a result of her work

[11:53 - 18:16] Closing Segment

Christina is surrounded by people who are also committed to serving others, which inspires her to continue doing what she does
To learn more about Christina, listeners can visit her on LinkedIn!

Tweetable Quotes:

“I want to make sure we're taking care of people the way that I have felt so taken care of by the people who started doing this before me.” – Christina Stevens

“I want you to be able to take care of yourself the best way possible, but they have to be ready for the information.” – Christina Stevens

Connect with Christina through her:

LinkedIn: Christina Stevens

Instagram: Christina Stevens

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 2 of my conversation with Christina Stevens. Christina Stevens, CRNA is the co-founder of Queen Capital alongside her wife, Stephanie Anderson. When the pandemic hit, their mindset shifted about how they spent their most precious asset: time. After listening to the Rich Dad Poor Dad audiobook, they knew they were meant for more than continuing to trade time for money. Christina is a limited partner (LP) in a fund through The Apartment Queen, and Stephanie and Christina have residential buy and hold and BRRRR investment properties in Michigan.

In this episode, Christina Stevens talks about some of the most important factors to keep in mind when investing in real estate, such as understanding your market and researching the right property before making an offer. She discusses the importance of having multiple streams of income so that you don’t have to depend on your paycheck. To learn more about Christina, listeners can visit her on LinkedIn!

[00:01 - 03:52] Achieve Financial Freedom Don’t Rely On A Paycheck

Christina discusses that there are many different ways to invest in real estate, including buying, renting, or owning a property
There are many resources available to help you learn about real estate investing
She suggests using a deferred sales trust

[03:53 - 15:26] Setting A Trust Is A Smart Move

Christina discusses how setting up a trust can be a smart move for those with multiple properties
How creating a trust can be helpful for those who have children from previous marriages, as it ensures that their medical costs are taken care of should something happen to their parents
Finding a good trust lawyer to help create and manage a trust
Having financial freedom removed the need to rely on a paycheck, allowing her to teach in the way they wanted
Having less dependence on a paycheck allows for increased advocacy for oneself

[15:27 - 19:39] Closing Segment

Christina is trying to educate others about the benefits of being a passive investor, and how this can help them in their lives
To learn more about Christina, listeners can visit her on LinkedIn!

Tweetable Quotes:

“It took me until I was 37 years old to even learn that or learn personal finance. And now I've like made it my mission for myself and the people I love and care about the most to be able to be in that same boat.” – Christina Stevens

“Think about how when you put yourself. Around the right people and you surround yourself with the people who are in that entrepreneurial spirit and really striving to be something bigger than, you know, a nine to five, 40-hour week job, something like that. It completely changes the game.” – Christina Stevens

Connect with Christina through her:

LinkedIn: Christina Stevens

Instagram: Christina Stevens

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 1 of my conversation with Christina Stevens. Christina Stevens, CRNA is the co-founder of Queen Capital alongside her wife, Stephanie Anderson. When the pandemic hit, their mindset shifted about how they spent their most precious asset: time. After listening to the Rich Dad Poor Dad audiobook, they knew they were meant for more than continuing to trade time for money. Christina is a limited partner (LP) in a fund through The Apartment Queen, and Stephanie and Christina have residential buy and hold and BRRRR investment properties in Michigan.

In this episode, Christina Stevens understands the basics of real estate investing and how to get started. She has been in real estate investing for two years and has two properties in Michigan. She advises listeners of her monthly meetup group on how to best communicate with their investors. She discusses how it is important to have a system for navigating deals. She mentions how it is also important to be motivated to make a change, as motivation can help you reach your goals. To learn more about Christina, listeners can visit her on LinkedIn!

[00:01 - 05:44] Replicating Successful Real Estate Investors

Christina shares her understanding of the basics of real estate investing and how to get started

[05:45 - 09:41] Creating Infinite Returns in Residential Real Estate

Christina discusses how real estate be a great store of value
She discusses the benefits of residential real estate
The potential of infinite returns in residential real estate
The key to succeeding in the stock market is to be able to cash out your profits at the right time

[09:41 - 18:02] Closing Segment

Christina shares her experience with real estate investing strategies
To learn more about Christina, listeners can visit her on LinkedIn!

Tweetable Quotes:

“If you look at so many of the successful real estate investors that we're surrounded by, part of their success is having a system in place and being able to replicate.” – Christina Stevens

“That's a huge part of why we participate and attend: sometimes we can add value. We don't even realize we're adding until we're in it and somebody else brings a problem and we bring a solution.” – Christina Stevens

Connect with Christina through her:

LinkedIn: Christina Stevens

Instagram: Christina Stevens

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 3 of my conversation with Bill Gross. Bill is the LA Probate Expert and has seen more court-confirmed sales in Los Angeles than any attorney, judge, or real estate agent over the past 3 years. Born in Santa Monica, and raised in Orange County, I have lived in the Inland Empire, San Gabriel Valley, South Bay, and for the last 20 years, the Westside of Los Angeles. I have been in real estate for over 30 years, closed thousands of transactions, and given my all to helping my customers achieve their goals.

In this episode, Bill Gross shares his thoughts on how people dress and how it doesn’t matter if you’re dressed up or not, what matters most is that you are clear and on purpose when speaking to people. He talks about how it’s important to know your lane in order to be successful. To learn more about Bill, listeners can visit his website at, https://billgross.exprealty.com/!

[00:01 - 06:37] Recognizing Like-Minded People To Invest With

Bill discusses his business life where there is a lot of detail
They recognize people who choose to invest with them if they meet their criteria

[06:38 - 18:10] Building Relationships and Interacting As Human Beings

Splitting duties with your partner/s
The importance of fitting into a role and finding one’s specialty in order to be more effective in life
The importance of relationships, and how getting along is important for society as a whole
He recommends knowing someone’s background in order to properly greet them and build a relationship

[18:10 - 21:40] Closing Segment

Interacting as a human being can accomplish so much as far as talking about deals, goals, and money
To learn more about Bill, listeners can visit his at https://billgross.exprealty.com/!

Tweetable Quotes:

“Interacting as a human being. Talking is great and we can think about deals, goals, and money, but at the base level, we're interacting with public human beings, which is just magical.” – Bill Gross

“We used to learn about something. So, you have a chance to enjoy it more it's anything in life.” – Bill Gross

Connect with Bill through his:

Website: https://billgross.exprealty.com/

LinkedIn: Bill Gross

YouTube: Bill Gross

Facebook: Bill Gross

Twitter: Bill Gross

Instagram: Bill Gross

Pinterest: Bill Gross

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 2 of my conversation with Bill Gross. Bill is the LA Probate Expert and has seen more court confirmed sales in Los Angeles than any attorney, judge, or real estate agent over the past 3 years. Born in Santa Monica, and raised in Orange County, I have lived in the Inland Empire, San Gabriel Valley, South Bay, and for the last 20 years, the Westside of Los Angeles. I have been in real estate for over 30 years, closed thousands of transactions, and give my all to helping my customers achieve their goals.

In this episode, Bill Gross shares his experiences in the real estate industry. He discusses how he got into multifamily and how it’s been a great vehicle for him to invest, while also mentioning that he is currently doing really well and has saved a lot of taxes. He notes that with any investment, there’s always risk involved, but that overall, multifamily is a great option because it’s passive and has a lot of potential for growth. He emphasizes that happiness and joy come from giving back to others and contributing to society. To learn more about Bill, listeners can visit his website at, https://billgross.exprealty.com/!

[00:01 - 05:03] Listening Is Key When Selling To Investors

Listening is key when selling to investors, as well as differentiation from the crowd

[05:04 - 17:53] Networking And Openness Allows For Better Communication To Build Relationships

He discusses how to present himself to be professional and authentic
The importance of setting personal standards and meeting them
Networking and being engaged in your work
Participating in Zoom calls can help you achieve your goals
People are more open and authentic than ever before
Openness allows for better communication and relationships
It’s important to think about what you want to communicate to others

[17:54 - 21:17] Closing Segment

Bill shares that wearing a suit at work is only appropriate when it is part of a competition or when it is for an authoritative or powerful setting
To learn more about Bill, listeners can visit his at https://billgross.exprealty.com/!

Tweetable Quotes:

“It's important that you have your own standards and you're meeting your own personal goals, but be true to them.” – Bill Gross

“I don't need to be more powerful. I don't need the suit to make me feel more powerful.” – Bill Gross

Connect with Bill through his:

Website: https://billgross.exprealty.com/

LinkedIn: Bill Gross

YouTube: Bill Gross

Facebook: Bill Gross

Twitter: Bill Gross

Instagram: Bill Gross

Pinterest: Bill Gross

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 1 of my conversation with Bill Gross. Bill is the LA Probate Expert and has seen more court-confirmed sales in Los Angeles than any attorney, judge, or real estate agent over the past 3 years. Born in Santa Monica and raised in Orange County, I have lived in the Inland Empire, San Gabriel Valley, South Bay, and, for the last 20 years, the Westside of Los Angeles. I have been in real estate for over 30 years, closed thousands of transactions, and given my all to helping my customers achieve their goals.

In this episode, Bill Gross shares his experiences in the real estate industry. He discusses how he got into multifamily and how it’s been a great vehicle for him to invest, while also mentioning that he is currently doing really well and has saved a lot of taxes. He notes that with any investment, there’s always risk involved, but that overall, multifamily is a great option because it’s passive and has a lot of potential for growth. He emphasizes that happiness and joy come from giving back to others and contributing to society. To learn more about Bill, listeners can visit his website at, https://billgross.exprealty.com/!

[00:01 - 04:14] Protecting Your Assets Through Probate

Probate real estate is one way to protect your assets
Having a plan in place can help to avoid potential conflicts and problems

[04:15 - 09:43] Grow Your Wealth and Contribute To The Community

Tips to avoid probate or minimize probate
How to navigate the “swamp-invested” situation of probate
Probate can be avoided by using a living trust
Find probate lawyers through a friend’s recommendation
Contributing more to the community

[09:44 - 21:30] Closing Segment

Bill shares that he finds enjoyment in helping people and being encouraged by them
To learn more about Bill, listeners can visit his website at https://billgross.exprealty.com/!

Tweetable Quotes:

“If you're going to deal with someone, you want to deal with somebody who's really an expert in that particular niche of probate or state planning or whatever you're looking to do.” – Bill Gross

“At this stage of my life, I'm just trying to determine what my quality of life will be for the rest of my life, the more assets I can put to work, between now and then, the higher quality of life we'll have for ourselves.” – Bill Gross

Connect with Bill through his:

Website: https://billgross.exprealty.com/

LinkedIn: Bill Gross

YouTube: Bill Gross

Facebook: Bill Gross

Twitter: Bill Gross

Instagram: Bill Gross

Pinterest: Bill Gross

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 3 of my conversation with Vessi Kapoulian. She has 18 years of business experience which includes 14 years of commercial lending and 4 years of business management/sales/marketing. Vessi started her real estate journey in 2017. Today Vessi controls a portfolio of investment real estate properties in Florida, Tennessee, and Georgia (161 doors, 6 properties). Her lending experience has served her well in developing a conservative and analytical approach to assessing risk and investing prudently in real estate in order to maximize returns. Her business experience has helped develop a solutions-oriented and execution-focused approach, which has served well in the asset managing her real estate portfolio.

In this episode, Vessi discusses how to get back on track and how to achieve success in this business. She discusses the importance of grinding and being consistent in order to achieve success. She discusses some tips for selling your property successfully, including how to manage emotions and connect with the seller. To learn more about Vessi, listeners can visit her at https://dbacapitalgroup.com/!

[00:01 - 02:32] Seeking Advice From An Experienced Real Estate Manager

Vessi shares one of the advice that she heard from a friend
Start with an experienced real estate manager

[02:33 - 14:30] How To Find And Select The Right Property Manager

The key to selling a property is having all of the financial information ready and organized
It can be difficult to negotiate with a lender
The challenges that will come up during the sale of a property
It’s important to have multiple strategies in place to make sure you’re successful
Have a support system of friends, colleagues, and sponsors in order to be able to bounce ideas off of when things go wrong
It’s helpful to have knowledge about the market so that you can make better decisions when investing in real estate

[14:31 - 19:24] Closing Segment

Vessi shares that her company is focusing on grinding and taking small steps to get closer to their dreams
To learn more about Vessi, listeners can visit her at https://dbacapitalgroup.com/!

Tweetable Quotes:

“There are a lot of different strategies that you can follow it, there's more than one way of getting things done and you can get very creative, even just within real estate alone.” – Vessi Kapoulian

“We had to bring a new property manager, but for the syndicated deal, we followed exactly the path that you outlined. We didn't abruptly change management, which I think tremendously helped with the transition.” – Vessi Kapoulian

Connect with Vessi through her:
Website: https://dbacapitalgroup.com/

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 2 of my conversation with Vessi Kapoulian. She has 18 years of business experience, which includes 14 years of commercial lending and 4 years of business management, sales, and marketing. Vessi started her real estate journey in 2017. Today, Vessi controls a portfolio of investment real estate properties in Florida, Tennessee, and Georgia (161 doors, 6 properties). Her lending experience has served her well in developing a conservative and analytical approach to assessing risk and investing prudently in real estate in order to maximize returns. Her business experience has helped develop a solutions-oriented and execution-focused approach, which has served well in the asset managing her real estate portfolio.

In this episode, Vessi discusses the importance of affordability when starting out in the real estate market. She discusses the importance of researching median household incomes in order to determine whether or not an investment is within reach. She shares a story of how she was forced to pivot in order to continue their deal and how it was important to be transparent with their partners. She discusses the benefits of owning multi-family properties, and how there are things that you don’t realize until you’ve done it. She advises being really aware of who’s going to be playing a role in helping you get your deal across the finish line.

[00:01 - 03:15] Having A Clear Exit Strategy Is Key When Investing In Real Estate

Vessi discusses how having a deeper knowledge of real estate can help you make better decisions when investing
Expecting high rent growth rates to continue is unrealistic if wage growth isn’t keeping up

[03:16 - 12:11] How To Determine The Affordability Of A Single-Family Home

Vessi describes how the affordability of a single-family home is one factor that contributes to the poverty rate
There are multiple factors that contribute to the poverty rate, including wage pressure, migration, and regulatory changes
When underwriting a rental property, it is important to consider historical rates of rent growth, as well as the risk associated with the property
The process of acquiring a property is a rollercoaster ride, with many moving pieces and information requests
How she pivoted to pursue hard money or bridge loans, and it was ultimately successful
He discusses the importance of having a good relationship with your bank when purchasing a multi-family property

[12:12 - 18:55] Closing Segment

Vessi discusses the importance of being aware of who will be helping you get your deal across the finish line and the benefits that come with this type of relationship
To learn more about Vessi, listeners can visit her athttps://dbacapitalgroup.com/!

Tweetable Quotes:

“Having that positive “Can do”, will solve the problem. That's been invaluable to me... The learning experience is invaluable.” – Vessi Kapoulian

“What do you do in periods of hardship? You lick your wounds and you get up and you keep going.” – Vessi Kapoulian

Connect with Vessi through her:

Website:https://dbacapitalgroup.com/

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 1 of my conversation with Vessi Kapoulian. She has 18 years of business experience, which includes 14 years of commercial lending and 4 years of business management/sales/marketing. Vessi started her real estate journey in 2017. Today, Vessi controls a portfolio of investment real estate properties in Florida, Tennessee, and Georgia (161 doors, 6 properties). Her lending experience has served her well in developing a conservative and analytical approach to assessing risk and investing prudently in real estate in order to maximize returns. Her business experience has helped develop a solutions-oriented and execution-focused approach, which has served well in the asset managing her real estate portfolio.

In this episode, Vessi discusses how she found her first deals and how she channels her energy to find JVs and syndicated deals. She shares her advice for new and seasoned investors. She emphasizes the importance of having similar values, goals, and risk tolerance when partnering with others. She notes that you don’t know whether or not you’ll be able to succeed until you’re actually in a deal, which is why it’s important to join a team. To learn more about her work, listeners can visit her website at https://dbacapitalgroup.com/!

[00:01 - 01:36] How To Find And Underwrite Deals

Vessi shares her story of how she started in real estate
Her real estate journey in 2017 began by investing in multifamily properties
She shares her experience of finding deals, syndication, and how to connect with brokers to find deals

[01:37 - 11:07] How To Exit A Deal When It Goes Bad

Vessi talks about how he can find deals and underwrite them if he is in the right place at the right time
The key to finding deals is to be patient and tenacious, and also know your market
Joining a joint venture team can make it easier to exit a bad deal

[11:08 - 14:27] Closing Segment

Vessi describes how she channels her energy toward the market and really focused on building relationships with brokers
To learn more about Vessi, listeners can visit her at https://dbacapitalgroup.com/!

Tweetable Quotes:

“Everyone can add value and it's a matter of searching within yourself. What are my passions and what are skills or areas of expertise that I have and marry the two, and that's where the magic happens.” – Vessi Kapoulian

“You have to be very clear. Make it very easy. What is the value proposition that you bring, and it's only a matter of time before you find that soul waiting for you to pair up.” – Vessi Kapoulian

Connect with Vessi through her:
Website: https://dbacapitalgroup.com/

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 3 of my conversation with John L. Grace. John Grace is president, of Investor's Advantage Corp and a registered representative with LPL Financial. The opinions expressed here are for general information only and are not intended to provide specific advice or recommendations for any individual.

In this episode, John L. Grace discusses how investors should think about the possibility of losing their investments. He discusses how to deal with being invested in an asset class that is declining in value. He stresses the importance of having a long-term perspective when it comes to investment and discusses how declining birth rates could lead to fewer people willing to work in the future. He discusses how change affects everyone, especially those who are not as fortunate as others.

[00:01 - 03:19] Overcome Fear Through Careful Planning and Communication

John discusses how real estate is a big investment and can be scary for some investors
One way to overcome this fear is to have a plan and communicate with your advisors

[03:20 - 10:53] Adapting To Changes In The Real Estate Market

John discusses the goals of his firm
Real estate has been a good investment historically, but it’s not always a good cash flow generator
Declining birth rates and an aging population are both factors that could lead to more volatility in the stock market
No matter the age or level of intelligence, things are changing and the good old days are over

[10:54 - 14:58] Closing Segment

John advises listeners to learn how to adapt to changes in the real estate market
To learn more about John, listeners can visit him at www.whybepoor.com!

Tweetable Quotes:

“Choose the one that you think is right for you.” – John L. Grace

“Everything has changed and right now, before our very eyes, everything is changing.” – John L. Grace

Connect with John through his:
Website: www.whybepoor.com!

Facebook: John L. Grace

Twitter: John L. Grace

YouTube: John L. Grace

LinkedIn: John L. Grace

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 2 of my conversation with John L. Grace. John Grace is president, of Investor's Advantage Corp and a registered representative with LPL Financial. The opinions expressed here are for general information only and are not intended to provide specific advice or recommendations for any individual.

In this episode, John L. Grace has experienced tough times in his past as an investor, but he’s learned a lot about how to limit his losses and make his investments more profitable. He discusses how individuals should approach tax planning in order to minimize their losses and maximize their returns. He emphasizes the importance of planning and not blindly investing in anything. He says that it is important to have a realistic perspective of your own financial situation before jumping into any investment.

[00:01 - 03:07] Creating Systems That Limits Losses

· John discusses the trend of younger generations not wanting children, and the implications this has on social security systems

· He advises listeners on how to create a system that limits their losses in the event that a stocks or mutual fund falls in value

[03:08 - 09:24] Understand Historical Data To Prevent Future Losses

· John discusses how a flat decade can lead to losses and how to manage these losses

· He discusses how to manage risks when investing, including looking at historical data and understanding inflation rates

· There are different ways to finance a home

· It is essential to find one that works best for the individual

· He says that it is vital to consider the potential losses that could be incurred if the investment goes wrong

[09:25 - 15:12] Closing Segment

· John discusses how it is important to consider taxes when financing a home, as they increase over time

· To learn more about John, listeners can visit him at www.whybepoor.com!

Tweetable Quotes:

“Can we win by losing less.” – John L. Grace

“You have to see what you're doing as opposed to putting your head in the sand and exposing some very dear parts in the wind.” – John L. Grace

Connect with John through his:

Website: www.whybepoor.com!

Facebook: John L. Grace

Twitter: John L. Grace

YouTube: John L. Grace

LinkedIn: John L. Grace

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 1 of my conversation with John L. Grace. John Grace is president, Investor's Advantage Corp and a registered representative with LPL Financial. The opinions expressed here are for general information only and are not intended to provide specific advice or recommendations for any individual.

In this episode, John L. Grace talks about how real estate investing can be risky but also has opportunities for those willing to do their research. He recommends starting out with a smaller purchase and seeing what kind of return on investment (ROI) one can expect before moving up. He urges listeners to have patience and a realistic perspective on what could happen in the market. He encourages those looking to invest in real estate, as knowing the potential risks involved will help you make an informed decision. He recommends that listeners should consider taking out insurance in case something goes wrong while they’re investing in real estate.

[00:01 - 04:56] Buying Property Which You Are Comfortable With The Risk

John shares his advice for those who are thinking of buying a property
It depends on what bothers you the most and if you’re comfortable with the risk
He points out that home prices could go down in the future, and that those who buy now may lose a lot of money

[04:47 - 12:58] The Disconnect With Salaries And The Appreciation of Real Estate

He says that the average home price in America is north of $400, 000
- Salaries have only increased one and a half time
There is a disconnect happening between what people are earning and the appreciation of real estate
The US may experience an “L-shape” economy
He discusses how the current housing market is based on low interest rates and stimulus from the Federal Reserve

[12:59 - 17:56] Closing Segment

John discusses how there has been a decrease in population growth, which is contributing to the high prices seen in the housing market
To learn more about John, listeners can visit him at www.whybepoor.com!

Tweetable Quotes:

“No matter what carrousel ride, we might enjoy at some point the music stops and everybody has to get off.” – John L. Grace

“Here's the part that suggests there's a real disconnect happening. And that is, salaries have only increased one and a half times. So, the income that people on average are earning has not kept pace with the appreciation level of real estate.” – John L. Grace

Connect with John through his:
Website: www.whybepoor.com!

Facebook: John L. Grace

Twitter: John L. Grace

YouTube: John L. Grace

LinkedIn: John L. Grace

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 2 of my conversation with Pressley M Hambrick IV, He is the Principal for Dimensional Capital Partners. He was introduced into real estate investing at the age of 6. His grandparents owned 2 apartment buildings, and father 20+ rental properties. While watching his family manage and grow their business, Pressley and his father began to rehab the rentals at the age of 8. Ever since then, Pressley has been involved in real estate investing, from brokering mortgage notes, flipping apartments, to apartment syndication.

In this episode, Pressley M. Hambrick IV shares his story of how he overcame his fear of flying and went on to become a licensed pilot. He connects this story to the world of real estate investing, sharing that just as flying can be an exciting adventure, so too can investing in real estate. He urges listeners to take the plunge and learn more about real estate investing so they can follow their dreams and achieve financial success.

[00:01 - 05:35] The Muscle Memory For Different Scenarios In Real Estate

Pressley relates the ability to fly planes to having muscle memory for different scenarios

[05:36 - 11:07] Getting The Right Connections In Order To Get Started In The Multifamily Industry

Pressley talks about how there is no need to have money or connections to start or succeed in the multifamily industry
- Drive and ambition are key ingredients
Industrial and mixed-use developments can provide similar opportunities as multifamily, with the added benefit of tax breaks
Multi-family properties can be renovated and made into high-class, class b properties with the right connections and assets

[11:08 - 14:27] Closing Segment

He says that affordable housing can be difficult to understand, but it can involve syndication with banks or other institutions
To learn more about Pressley, listeners can visit him at Clubhouse!

Tweetable Quotes:

“If you have a drive, you're fine.” – Pressley M Hambrick IV

“it's muscle memory, it has to be muscle memory.” – Pressley M Hambrick IV

Connect with Pressley through his Dimensional Capital Management and LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 1 of my conversation with Pressley M. Hambrick IV. He is the Principal of Dimensional Capital Partners. He was introduced to real estate investing at the age of 6. His grandparents owned 2 apartment buildings, and his father owned 20+ rental properties. While watching his family manage and grow their business, Pressley and his father began to rehab the rentals at the age of 8. Ever since then, Pressley has been involved in real estate investing, from brokering mortgage notes, to flipping, to apartment syndication.

In this episode, Pressley M. Hambrick IV talks about his experiences with real estate, starting from when he was young and working with his dad. He reveals that they are into development and that he got into it because of the housing market crash in the early 2000s. He discusses how their reputation and name are important to them, and how they weather the market by doing ground up development instead of flipping. He discusses how Trevor McGregor, his coach, has helped him to realize that they needed to focus on what was important and not get bogged down in details.

[00:01 - 05:13] Learning Real Estate Through Different Industries

Pressley talks about his colorful and interesting background, which includes working with her father as a child
Working in the car wash industry and renewable energy industries

[05:14 - 12:54] Surviving and Thriving In The Market Crash

Pressley is a developer and started developing in the early 2000s due to the housing market crash
He talks about underwriting deals conservatively
He talks about a deal they are working on and how it will be ground up development or full rehab
Humans have not evolved to think in exponential terms, so numbers become irrelevant to them, he says

[12:55 - 20:36] Closing Segment

He talks about his superpower it staying in his own lane, and that’s what catapulted him
To learn more about Pressley, listeners can visit him at Clubhouse!

Tweetable Quotes:

“My entire mantra has been scale, make money and scale, and as well as passive income and multifamily has really been the only vehicle that has been able to satisfy that answer. And I love it. It's my heart. It's my passion.” – Pressley M Hambrick IV

“I'm driven by accomplishing the goals that I have set and feeling that I'm successful, not necessarily that I'm, making a certain dollar amount.” – Pressley M Hambrick IV

Connect with Pressley through his at Dimensional Capital Management and LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 3 of my conversation with Emma Norman. He is a commercial mortgage broker with Eastern Union. She is part of the MHP Division. She specializes in financing mobile home parks and RV parks nationwide. She became obsessed with the asset class while managing mobile home parks for 3-4 years. She managed parks in Ohio and Michigan. She has experience in real estate as a single-family investor in a prior life. She was also a successful realtor in Washington State in her prior life. Emma became a commercial mortgage broker with the sole intention of investing in MHPs. Her intention is to accumulate MHPs at a rate of 2-3 a year and provide free housing to battered women.

In this episode, Emma Norman discusses the importance of quality products, close-knit communities, and the opportunity to buy an existing mobile home park. She discusses how mobile home parks and RV parks differ. She points out that mobile home parks are built for people to get to work, whereas RV parks are often located in popular tourist destinations.

[00:01 - 05:13] The Growing Opportunity In RV parks

Emma discusses how you can buy a home for less than what it would cost to live in it
There is growing trend of giving residents the opportunity to buy their community

[05:14 - 12:54] The Differences Between RV parks and Mobile Home Communities

Emma discusses how mobile home communities and RV parks are different in terms of their lending structure and tenant base
RV parks are more likely to be in locations that draw tourists, mobile home communities are built for people who need to get to work
An RV park can include a clubhouse, arcade, shower house, laundry, pool, and water park
The market for RV parks is growing, and there are currently over 2,000 RV parks in the United States
RV parks are covered by fair housing laws with some exceptions

[12:55 - 20:36] Closing Segment

To learn more about Emma, listeners can visit her at Clubhouse!

Tweetable Quotes:

“If you're capable, the market will support it.” – Emma Norman

“The thought process that just because you live in a mobile home park means you're not very smart or you don't have any money is completely untrue.” – Emma Norman

Connect with Emma through her at Clubhouse and LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 2 of my conversation with Emma Norman. She is a commercial mortgage broker with Eastern Union. She is part of the MHP Division. She specializes in financing mobile home parks and RV parks nationwide. She became obsessed with the asset class while managing mobile home parks for 3-4 years. She managed parks in Ohio and Michigan. She has experience in real estate as a single-family investor in a prior life. She was also a successful realtor in Washington State in her prior life. Emma became a commercial mortgage broker with the sole intention of investing in MHPs. Her intention is to accumulate MHPs at a rate of 2-3 a year and provide free housing to battered women.

In this episode, Emma Norman talks about mobile home communities. She says that there are two types of real estate investors: seasoned veterans and those who are just starting out. She shares that RV parks are more than just RV pads and that there are many different amenities available, such as shower houses and convenience stores. She and her husband decided to go into the mobile home park lending business. They found that they lacked experience in this field, so they brought on one more person with experience to help them out.

[00:01 - 04:18] How To Succeed In The RV Industry

Emma discusses the two types of real estate investors
Seasoned veterans
New investors
RV parks and mobile home communities are not just RV pads and concrete pads – they can also include primitive spots, boondocks, and stores

[04:19 - 10:09] Find Success With Rentable Park Own Trailers

Emma found that she has little experience in the mobile home community lending industry, but is now working to build up her network and get more experience
She recommends that new borrowers should be confident and not intimidated by their lack of experience, and instead focus on building relationships with lenders
Lenders in the mobile home community lending industry are increasingly looking for borrowers to put 10% of the purchase price into reserves, as well as maintain good liquidity and network status

[10:10 - 16:44] Closing Segment

To learn more about Emma, listeners can visit her at Clubhouse!

Tweetable Quotes:

“Don't be intimidated. They're all facing the same thing.” – Emma Norman

“You're going to need full time wages because that determines the quality of management you're going to get.” – Emma Norman

Connect with Emma through her at Clubhouse and LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 1 of my conversation with Emma Norman. He is a commercial mortgage broker with Eastern Union. She is part of the MHP Division. She specializes in financing mobile home parks and RV parks nationwide. She became obsessed with the asset class while managing mobile home parks for 3-4 years. She managed parks in Ohio and Michigan. She has experience in real estate as a single-family investor in a prior life. She was also a successful realtor in Washington State in her prior life. Emma became a commercial mortgage broker with the sole intention of investing in MHPs. Her intention is to accumulate MHPs at a rate of 2-3 a year and provide free housing to battered women.

In this episode, Emma Norman is a specialist in mobile home communities. She points out that compared to owning your home in a park, being a park owner offers many benefits. She talks about how her Emma’s grandparents were able to do well financially by self-managing their mobile home community. She explains that his model is more financially advantageous for both the park owner and the tenant. If you’re interested in investing in mobile home communities or you’re looking for advice on how to navigate this complex property type, this episode is a must-listen!

[00:01 - 05:49] The Benefits of Owning A Mobile Home Park

Emma discusses the benefits of owning a mobile home community
It is similar to owning a home in a park

[05:49 - 09:23] The Keys To Success With Tenant-Owned Home Park Model

Emma talks about the importance of title when it comes to financing a mobile home community
How long can it take to retrieve an abandoned property
There is a push for the tenant-owned model over the park-owned model
- It provides more chances for financing
Tenant-owned model also has benefits such as easier access to credit and better maintenance

[09:24 - 14:51] Closing Segment

To learn more about Emma, listeners can visit her at Clubhouse!

Tweetable Quotes:

“I thought mobile home parks were tough as far as getting loans. RV parks are harder, and what's the strangest thing to me is, lenders won't even concede that the person who's bringing you the deal, the sponsors on it, has more than enough experience.” – Emma Norman

“The thing that the tenant own home park model provides is a lot more chances for financing.” – Emma Norman

Connect with Emma through her at Clubhouse and LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 3 of my conversation with Douglas Dowell. He is a lawyer who has been investing in real estate for many years. He has done a variety of real estate related w2 gigs, from mowing lawns for landlords to managing a 60-unit property, to office space leases for a major telecom company, to practicing landlord tenant law. He has now chosen to enter the real estate entrepreneur space with a focus on ground up multitenant retail and building to rent. He is passionate about mindset management, capital raising, aviation, and his deer head chihuahua named Roo.

In this episode, Douglas Dowell tells listeners that it is important to have a positive mindset and focus on changing their beliefs in order to achieve success. He believes that it is important to have a “Why” that is bigger than oneself in order to be able to overcome obstacles and maintain commitment. He shares his tips for new and seasoned investors alike. He recommends breaking your goal into smaller steps, visualizing the outcome, and enlisting help from friends or a professional mentor.

[00:01 - 05:49]

Changing your beliefs to create a different reality is scary but possible
Discipline equals freedom and embracing it will help you achieve your goals

[05:49 - 09:23] Breaking Commitments Into Smaller Actionable Steps

Doug believes that the key to success is breaking the commitment down into smaller steps that make sense
He recommends self-hypnosis and meditation as ways to increase one’s composure and access calmness in difficult situations
Learn to do things yourself

[09:24 - 14:51] Closing Segment

Douglas advises listeners that asking for help is not a weakness it is a strength!

Tweetable Quotes:

“if we're not asking for help, then we're being efficient.” – Douglas Dowell

“Sometimes ego is good because it will push you forward in life and you'll take more risks than you should or you maybe would've otherwise. But at the end of the day, humility is really one of the best things you can operate with.” – Douglas Dowell

Connect with Douglas through his email and LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 2 of my conversation with Douglas Dowell. He is a lawyer who has been investing in real estate for many years. He has done a variety of real estate related w2 gigs, from mowing lawns for landlords to managing a 60-unit property, to office space leases for a major telecom company, to practicing landlord tenant law. He has now chosen to enter the real estate entrepreneur space with a focus on ground up multitenant retail and building to rent. He is passionate about mindset management, capital raising, aviation and his deer head chihuahua named Roo.

In this episode, Douglas Dowell talks about how embracing your differences is key if you want to be successful, and how you should never strive to be “normal.” He discusses how people with ADHD often struggle to find their place in the world, and how they often wind up in an in-between space. He discusses how taking massive action can help you achieve your goals, and how having a mindset of abundance can help you overcome any challenges. If you’re interested in learning about or if you are someone who is already interested in the topic, then this podcast is for you!

[00:01 - 03:44] Understanding Self-Doubt In Real Estate

Douglas talks about being people-focused
His love language is acts of service

[03:45 - 11:02] Embracing Your Own Challenges

Douglas talks about how he has tried many deals and is not efficient at it
She has tried to be more comfortable with who she is as a person and what she can do
Entrepreneurship is not normal and requires a lot of hard work and dedication
He believes that embracing ADHD is the key to success
- It’s important to focus on what you’re passionate about

[11:03 - 20:29] Closing Segment

He recommends that people with ADHD learn about their MBTI type and find a career or passion that aligns with their type
He recommends taking massive action in order to achieve success, and believing in the law of attraction

Tweetable Quotes:

“You got to let the freak flag fly, fly your pirate flag and go for it.” – Douglas Dowell

“If you embrace that idea, and the second you decide to make that commitment, you will not be sorry.” – Douglas Dowell

Connect with Douglas through his email and LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 1 of my conversation with Douglas Dowell. He is a lawyer who has been investing in real estate for many years. He has done a variety of real estate related w2 gigs, from mowing lawns for landlords to managing a 60-unit property, to office space leases for a major telecom company, to practicing landlord tenant law. He has now chosen to enter the real estate entrepreneur space with a focus on ground up multitenant retail and building to rent. He is passionate about mindset management, capital raising, aviation and his deer head chihuahua named Roo.

In this episode, Douglas Dowell discusses his experience analyzing his situation and recognizing when he needs to take action. He also recognizes that he needs to focus on becoming better at his core skills in order to improve his overall success. He recommends two books to anyone starting out in real estate: “Think and Grow Rich” and “Be Your Future Self Now.” He discusses how having friends who are willing to give honest feedback is important for anyone starting out in the industry. He talks about how his background in law has helped him navigate various legal issues that can arise during real estate investing.

[00:01 - 05:49] Understanding Self-Doubt In Real Estate

Douglas discusses how he got into real estate
Understanding self-doubt
He introduces books that have helped him grow
“Think and Grow Rich”
“Be Your Future Self Now”

[05:49 - 09:23] Invest in a Coach To Help Your Progress Faster

Coaching and mentorship can be a good idea, but it has a negative connotation
Investing in a coach or mentor can shave off time and help you progress in your career
The difficulties in finding the right coaching or mentorship program for your needs are worth it
Building a stronger self-perception
Understanding the role of self-doubt

[09:24 - 14:51] Closing Segment

Douglas shares that having a fleet of staff in order to run an effective commercial real estate organization

Tweetable Quotes:

“Not only do you need to be surrounded by the right things, but the right mindset also.” – Douglas Dowell

“Whether you think you can or you can't, you are right.” – Douglas Dowell

Connect with Douglas through his email!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

Be Your Future Self Now: The Science of Intentional Transformation

Think and Grow Rich: The Landmark Bestseller Now Revised and Updated for the 21st Century (Think and Grow Rich Series)

View Details

This is part 3 of my conversation with Tony Torres, the founder of COR13 Capital, where we are On Mission THRU Real Estate. By helping high-net worth individuals, busy professionals, and aspiring real estate investors navigate the industry and invest in high quality commercial real estate to have a positive impact on their financial future as well as helping us to have an impact in the mission field. Tony’s extensive real estate experience spans many different facets. From single-family home acquisitions and rentals, to multifamily, build – to – rent, and golf courses. In his career, he has underwritten and acquired more than $40 million worth of real estate for large institutional investors in multiple markets around the nation and in many different economic environments.

In this episode, Tony Torres shares that one thing he looks for when investing is deals in high interest rate environments. He discusses the current state of the economy and how it will affect luxury short term rentals, which revolves around creating opportunities for themselves in an environment where buyers and sellers are at odds. He feels that by using real estate as a tool to help solve other challenges, like food shortages, they can be successful. He points out that one of their goals is to develop relationships with their clients and create a sense of community. He believes that this type of work has the potential to bring people together and help them find good in each other.

[00:01 - 04:08] How To Leverage Triple Net Leases

Tony discusses as triple net leases are a good investment because they have high negotiation power and long terms

[04:09 - 09:23] The Upside Of Luxury Short Term Rentals

Tony believes that luxury short term rentals are not going to be impacted by a downturn in the economy
Standard short-term rental versus luxury short term rental
Luxury short term rentals are still going to be popular
Real estate agents should capitalize on this trend and target those with more money
COR13 Capital is using real estate to help solve the challenge of the food shortage

[09:24 - 14:51] Closing Segment

Tony believes that real investors should be realistic about their opportunities and be prepared to do something different to succeed

Tweetable Quotes:

“We just do the little things the right way. We're all going to make it out in the end.” – Tony Torres

“When we start putting greed in front of what we do, it always ends badly.” – Tony Torres

Connect with Tony through his LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 2 of my conversation with Tony Torres, he is the founder of COR13 Capital, where we are On Mission THRU Real Estate. By helping high-net worth individuals, busy professionals, and aspiring real estate investors navigate the industry and invest in high quality commercial real estate to have a positive impact on their financial future as well as helping us to have an impact in the mission field. Tony’s extensive real estate experience spans many different facets. From single-family home acquisitions and rentals, to multifamily, build – to – rent, and golf courses. In his career, he has underwritten and acquired more than $40 million worth of real estate for large institutional investors in multiple markets around the nation and in many different economic environments.

In this episode, Tony Torres emphasizes the importance of having a sound financial plan when investing in real estate, and he offers advice on how to transition from a renter to a homeowner. He discusses how the world is changing and how it is affecting their generation. He discusses how people are moving more for the experiences they can have rather than being tethered to one location, and how people are starting to see the value in renting rather than owning. He describes how triple net leases work and how they are a safer investment than multifamily properties.

[00:01 - 07:09] How Cost of Living Impacts Real Estate Prices

Tony shares that there is a demand for rental housing, and multifamily assets are a good way to invest in this market
The cost of living in the US is among the most expensive in the world, and this impacts real estate prices

[07:10 - 11:23] How Remote Work Has Given People The Ability To Achieve Financial Freedom and Flexibility

Tony talks about how the world is constantly changing
- It’s important to have financial freedom and flexibility in order to be able to live anywhere
Remote work has given people the ability to achieve financial freedom and flexibility
Agency debt is a great option because of its low upfront costs and high returns down the line

[11:24 - 16:34] Closing Segment

Tony discusses the benefits of triple net multifamily
When a tenant is responsible for all expenses associated with owning and operating a property, such as taxes, insurance, and maintenance
Triple net multi family can yield a higher internal rate of return and it can be a safer play than multifamily

Tweetable Quotes:

“I've worked remotely now for four years, and I could live anywhere I wanted. There's a liberation, but also a real responsibility, which can be stressful to make the right living situation choices.” – Tony Torres

“I'll never bring a deal. That's not great for you, but I'll also never sacrifice the safety of someone else for a dollar.” – Tony Torres

Connect with Tony through his LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 1 of my conversation with Tony Torres, the founder of COR13 Capital, where we are On Mission Thru Real Estate. By helping high-net worth individuals, busy professionals, and aspiring real estate investors navigate the industry and invest in high quality commercial real estate to have a positive impact on their financial future as well as helping us to have an impact in the mission field. Tony’s extensive real estate experience spans many different facets. From single-family home acquisitions and rentals to multifamily, build – to – rent, and golf courses. In his career, he has underwritten and acquired more than $40 million worth of real estate for large institutional investors in multiple markets around the nation and in many different economic environments.

In this episode, Tony Torres tells the story of how he left teaching to enter the real estate industry and how he now works as a manager for a large company that focuses on institutional acquisitions of single-family homes. He stresses that it is important to build strong relationships with those in the real estate industry in order to succeed. He discusses how they think the market works and why multifamily carries a bigger price tag than single family homes.

[00:01 - 07:09] Build and Connect Relationships With People

Tony shares about the current economic environment and real estate investing
He shares his experience working with institutional buyers, which is a key focus for many investors

[07:10 - 11:23] Buyers Are Always In Control Of The Markets

Tony believes that real estate comes down to one factor, which is buyers
- Buyers are always in control
He is not an advocate of low-balling sellers or rates being high in order to justify a lower price
Multi-family housing is correlated with single family housing
- It does not always reflect the amenities that they offer
He discusses how you can control some aspects of a tenant’s housing costs

[11:24 - 16:34] Closing Segment

Tony believes that taking care of your residents will result in taking care of your investors, and vice versa

Tweetable Quotes:

“You can be a novice in real estate and do amazing things just by knowing the right people and putting your head down and going for it.” – Tony Torres

“Buyers are always in control.” – Tony Torres

Connect with Tony through his LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 2 of my conversation with Matt Picheny. Matt is a real estate investor, a Tony Award winner, and the author of the #1 best-selling book: Backstage Guide to Real Estate. He is focused on developing passive income streams that enable investors to write their own stories and choose how they want to spend their time. Matt has over 15 years of experience revitalizing and elevating communities through real estate investment and has invested in over 8,000 apartments nationwide. Matt is a member of the Forbes Real Estate Council, the Fast Company Executive Board, and is an advisor to a PropTech company.

In this episode, Matt Picheny tells listeners about his book and his experiences in writing it. He discusses the importance of learning about assets and liabilities and how important it is to have a win-win mentality in real estate. He talks about the different roles a person may be assigned, and how essential it is to be successful in those roles. He talks about his experiences with other people and the importance of value-add. For more information about Matt, please visit picheny.com!

[00:01 - 01:48] Making a Win-Win Situation as a Real Estate Investor

Matt shares his story of how he became interested in real estate and passive investing
How he learned about the keystone concepts
He discusses how the “win-win” ethos behind real estate is something that he had never realized before writing his book

[01:49 - 18:15] The Journey to Self-reflection and Growth

Matt talks about how negotiation skills are something that are innate and can be learned as a baby
How being a writer was a great learning process
He found patterns in his past deals and realized that he was always adding value to people

[18:16 - 21:51] Closing Segment

Matt emphasizes the importance of sharing stories to help others feel less alone in their experiences
To learn more about Matt, visit picheny.com!

Tweetable Quotes:

“The acting skills that really translated really well into real estate was the fact that I kept having to audition and face rejection and not get discouraged and keep going and going. Persistence is actually a keystone concept.” – Matt Picheny

“I realize a lot of the things that I think have become second nature to me, you're talking about negotiation, you learned that as a baby, and then it just kind of becomes inherent in you.” – Matt Picheny

Connect with Matt through his https://picheny.com/, LinkedIn, Instagram, his Book (Backstage Guide to Real Estate), or email him!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 1 of my conversation with Matt Picheny. Matt is a real estate investor, a Tony Award winner, and the author of the #1 best-selling book: Backstage Guide to Real Estate. He is focused on developing passive income streams that enable investors to write their own stories and choose how they want to spend their time. Matt has over 15 years of experience revitalizing and elevating communities through real estate investment and has invested in over 8,000 apartments nationwide. Matt is a member of the Forbes Real Estate Council, the Fast Company Executive Board, and is an advisor to a PropTech company.

In this episode, Matt Picheny talks about his story of how he got involved in real estate. He recalls that in 2001, it was a turbulent time for the economy, and his business went bankrupt as a result. This experience helped him realize how important real estate could be, and gave him the impetus to get back into the industry full-time. He shares his experience of acquiring his first deal and how it took him two years to develop the right relationships and obtain the capital needed. He shares that it took him another year to acquire his second deal and another year to secure his third deal. For more information about Matt, please visit picheny.com!

[00:01 - 01:48] Struggles of Starting a Real Estate Business

Matt tells a story about how he got into real estate
His struggles with his business and need to figure out what to do

[01:49 - 18:15] Teamwork and Transparency With Investors To Succeed in the Real Estate Industry

Matt hiring qualified employees
The importance of being comfortable stepping outside of one’s comfort zone in order to grow
He recommends investing if they have experience in running a business
He shares the difficulties of starting a business and the importance of teamwork
The considerable amount of time and effort to succeed in this industry
The “law of the first deal” is not always true, he explains, and it can take many years to achieve success

[18:16 - 21:51] Closing Segment

Matt recommends not trying to copy others’ success, as each person’s story is unique
His background as an actor and producer makes her unique and helps him connect with people in the real estate industry
To learn more about Matt, visit picheny.com!

Tweetable Quotes:

“Anything that's worth it in life is hard work, and today's real estate environment is very competitive.” – Matt Picheny

“You got to find the right deals at the right time with the right people.” – Matt Picheny

Connect with Matt through his https://picheny.com/, LinkedIn, Instagram, his Book (Backstage Guide to Real Estate), or email him!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 1 of my conversation with Murray Beaulieu. Murray is the Founder and Owner of Boosted Profits which focuses on debt elimination, merging ecosystems with advisors & accountants leveraging LinkedIn, his networks, and his corporate experience. He felt that he could have more impact and he loved to help people. He uses his extensive experience and applies it to what he does now.

In this episode, Murray Beaulieu is a debt buster, and he has amazing advice for those wanting to invest in real estate. He explains that interest rates can be confusing, and that it’s important to understand what the cost of a purchase actually is. He advises listeners to be knowledgeable about their debt and to look at the interest rate and amortization schedule before making any decisions.

[00:01 - 03:19] Busting Debt Through Discretionary Income

Murray talks about his background as an army veteran
He went into corporate and operations finance
Understanding operation costs
Discretionary income

[03:20 - 11:34] Improving Credit Score By Paying Debts Quickly

Murray discusses a program that helps people pay off their debts
He emphasizes that the program is not a debt consolidation program, but rather a way to help you pay off your debts more quickly
He discusses how banks make money by charging interest on loans
Liquidity to be able to make multiple payments
Multiple payments per month can improve your credit score

[11:35 - 16:27] Closing Segment

Murray advises that paying off your debt quickly can improve your overall financial situation
To learn more about Murray, check out his LinkedIn page!

Tweetable Quotes:

“The ability to make money from real estate and show people how to do it, that opens a lot of doors for people.” – Murray Beaulieu

“Liquidity is important and it improves your credit score. It just gives you so much more control.” – Murray Beaulieu

Connect with Murray through his LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 2 of my conversation with Johnny and Christina Nelson. Johnny is the Founder of Arctos Capital, a Private Equity firm specializing in partnerships with trusted operators in the top-performing markets of AZ, TX, OK, NM, and beyond. Additionally, he is a multifamily owner, operator, and investor in multiple US states. He has delivered strong cash-flow and market-exceeding returns on his current and past Real Estate activities. Prior to his Real Estate business activities, Mr. Nelson worked as a Mechanical Engineer & Project Manager in the medical, additive, and power industries, and as a General Contractor in AK. He received his bachelor’s in Mechanical Engineering and master’s degrees in Material’s Science from the University of North Dakota. He lives in Minneapolis MN with his wife, and is beyond excited to take on his newest roll of dad-to-be this summer.

Christa Nelson is Co-Founder and Chief People Officer for Arctos Capital. She employs a data- focused strategy coupled with a strong vision for culture and company growth, and a unique team building perspective. Prior to her entrepreneurial activities, Mrs. Nelson graduated with a MA in Human Resource Management from Concordia University St. Paul. She has over 13 years of management, HR, and operations experience with Fortune 100 companies in Hospitality and Financial Services. She specializes in Employee Relations, Dispute Resolution, and HR Consulting. She is a dedicated wife, daughter, and philanthropist dedicated to serving the community of Minneapolis, MN.

In this episode, Johnny and Christa discusses how to overcome difficult times in real estate investing. They recommend taking a walk, eating happy food, and celebrating small wins. They discuss how high performers motivate themselves, and the different love languages. It is important to pay attention to how other people receive what we’re putting out, in order to build better relationships. They discuss how people tend to gravitate towards those who are similar to them, even if those similarities don’t always look the same.

[00:01 - 12:30] Find Something That Brings You Joy and Makes You Happy

Johnny and Christa stresses that baking can help you change your state and feel better
Find something that brings you joy and makes you happy

[12:31 - 17:32] Give Yourself Rewards That Motivates You

Johnny and Christa recommend to give yourself rewards that are motivating to you based what you like
Different rewards motivate different people
It’s important to pay attention to how other people receive your rewards in order to build better relationships
People tend to gravitate towards people who are similar to them

[17:33 - 20:28] Closing Segment

Johnny and Christa shares that it is important to trust your gut and rely on your “weird vibey emotions” to help you make sure you’re in the right place with the right people
They discuss how they use their different skills when selling real estate, including their emotional skills versus data and analytics
Johnny and Christa invite us to visit their website: https://www.arctosfund.com/

Tweetable Quotes:

“I don't like making rewards material things because I can get a material thing if I really want to. And honestly, I don't care about designer watches and things like that. For me, a reward is more, let's take some time, let's do something together.” – Johnny and Christa

“You have to trust your gut and kind of follow your North Star and if something doesn't feel right, it usually isn't.” – Johnny and Christa

Connect with Johnny and Christa through his website or email him!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Johnny Nelson is the Founder of Arctos Capital, a Private Equity firm specializing in partnerships with trusted operators in the top-performing markets of AZ, TX, OK, NM, and beyond.

Additionally, he is a multifamily owner, operator, and investor in multiple US states. He has delivered strong cash-flow and market-exceeding returns on his current and past Real Estate activities.

Prior to his Real Estate business activities, Mr. Nelson worked as a Mechanical Engineer & Project Manager in the medical, additive, and power industries, and as a General Contractor in AK. He received his bachelor’s in Mechanical Engineering and master’s degrees in Material’s Science from the University of North Dakota.

He lives in Minneapolis, MN with his wife, and is beyond excited to take on his newest role as dad-to-be this summer.

Christa Nelson is Co-Founder and Chief People Officer for Arctos Capital. She employs a data- focused strategy coupled with a strong vision for culture and company growth, and a unique team building perspective.

Prior to her entrepreneurial activities, Mrs. Nelson graduated with an MA in Human Resource Management from Concordia University St. Paul. She has over 13 years of management, HR, and operations experience with Fortune 100 companies in Hospitality and Financial Services. She specializes in Employee Relations, Dispute Resolution, and HR Consulting. She is a dedicated wife, daughter, and philanthropist dedicated to serving the community of Minneapolis, MN.

In this episode, Johnny and Christa discuss how it is important to have confidence in your abilities and to know where your strengths lie. They say that if you’re not able to manage your emotions, you’ll be miserable and ineffective in your dealings and relationships. They encourage listeners to train themselves to be able to allocate the right amount of time and emotional space to managing these things, so that they can focus on their goals instead.

[00:01 - 12:30] Connect and Learn From Industry Mistakes

Johnny and Christa recommend sharing their biggest advice for new or experienced real estate investors
Connect with industry experts and learn from their mistakes
Subscribe to their podcast, “Elevate Your Equity”

[12:31 - 17:32] Remove Emotions From Decision-Making

Johnny and Christa reached out to a friend about wholesaling in single-family homes
Keep the conversation going and try to get as much information as possible
They share their experiences with cold calling
Be transparent about your skills and limitations when cold calling
Find confidence in things your good at
Build a dream team

[17:33 - 20:28] Closing Segment

Johnny and Christa share that we should learn how to remove emotions in decision making
Disappointment can be disciplined by changing the state or mind
Johnny and Christa invites us to visit their website: https://www.arctosfund.com/

Tweetable Quotes:

“Once you can learn that and really lean into that with your partners and just recognize, what strengths do each one of us bring to the table and that's how you get great momentum to move forward.” – Johnny and Christa

“It's great to have those emotions because our emotions can guide us in a lot of ways.. But you also have to find that balance. Your emotions cannot run your business decisions.” – Johnny and Christa

Connect with Johnny and Christa through their website or email them!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 2 of my conversation with Yonah Weiss, Yonah is a powerhouse with property owners' tax savings. As Business Director at Madison SPECS, a national Cost Segregation leader, he has assisted clients in saving tens of millions of dollars on taxes through cost segregation. He has a background in teaching and a passion for real estate and helping others. He’s a real estate investor and the host of the top podcast, Weiss Advice.

In this episode, Yonah discusses how following up can be difficult for someone looking to improve their follow-up skills. The importance of systems is to make it easier. He says that it is important to practice what you preach and that when it comes to follow up, having an assistant or taking the time to create systems is key. He also mentions that they are working on building out a system in which emails are automatically sent out when certain events occur, such as a fundraising goal being reached.

[00:01 - 03:30] Utilizing “Touch Points” To Follow Up With Clients You Haven’t Seen In A While

Yonah recommends following up with someone you haven’t seen in a while
He suggests using “touch points” such as social media, email, or DMs to keep in touch
If you’re not good at following up
He recommends creating systems to do the follow up for you

[03:31 - 22:01] Systemizing Your Processes For Future Success

Yonah recommends building a system to track email campaigns so you can see how successful they are
He says that, with over 1,000 clients, it’s not difficult to be overwhelmed with remembering who they are and what their needs are
- He uses VA to help him remember conversations and tasks
Systemizing the VA’s work by recording everything the VA does, which takes some of the stress off of him
Sharing information and skills is important in order to grow as a businessperson

[22:02 - 26:19] Closing Segment

Yonah says that he has been working to help others learn how to have conversations and be more comfortable in them over the last year and a half
He recommends cost segregation as a way for people to benefit from their property investments
He encourages listeners to utilize their connections and relationships for other purposes beyond just fundraising or investment
Yonah invites us to visit his website: https://www.yonahweiss.com/

Tweetable Quotes:

“It's hard to have conversations in your place, but it's very easy to do tasks and things that are not related to direct conversation.” – Yonah Weiss

“The truth of the matter is that the reason why setting up the systems is so important is because, maybe you don't really need it right now, but as you grow and as you scale, you will need it, and setting it up properly from the beginning is just going to make things a hundred times easier.” – Yonah Weiss

Connect with Yonah through his website, Facebook, LinkedIn, YouTube, Spotify, or email him!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 1 of my conversation with Yonah Weiss, Yonah is a powerhouse with property owners' tax savings. As Business Director at Madison SPECS, a national cost segregation leader, he has assisted clients in saving tens of millions of dollars on taxes through cost segregation. He has a background in teaching and a passion for real estate and helping others. He’s a real estate investor and the host of the top podcast, Weiss Advice.

In this episode, Yonah discusses Cost Segregation, where he defines it as the practice of separating out the cost of a property into different categories, such as nonstructural items such as carpets or flooring, and structural items like walls or plumbing. This method allows you to take deductions for each category over a period of time, which can be beneficial when the value of the property increases over time. He emphasizes that learning about this benefit and paying attention to current market trends, you can make sure that your money is working for you and not against you!

[00:01 - 03:30] Understanding Depreciation and Cost Segregation

Yonah discusses how it is important to understand depreciation and cost segregation
This process allows you to take deductions for the entire value of a property over a period of time

[03:31 - 22:01] Educate Yourself To Make Your Money Work For You

Yonah discusses how we should take advantage of the 100% depreciation for new acquisitions
Cost segregation and landscaping improvement can still be still be depreciated over a longer period of time
He predicts that there will be more people searching for information on real estate investment
Make your money work for you
Educate yourself to find strategies that can help accelerate the process

[22:02 - 26:19] Closing Segment

Yonah defines Inflation and how it affects the economy!
Yonah invites us to visit his website: https://www.yonahweiss.com/

Tweetable Quotes:

“Putting your money where it can work for you. Once you build on that passive income to a certain point where the goal is to have passive income and replace the time that you need to invest to actually trade that time for money. And that's what separates the wealthy from the rest of the world. It's a mindset more than anything.” – Yonah Weiss

“Educating yourself and continuing to find these strategies that can actually help accelerate that process.” – Yonah Weiss

Connect with Yonah through his website, Facebook, LinkedIn, YouTube, Spotify, Podcast or email him!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 3 of my conversation with Stefan Tsvetkov, Stefan is the founder of RealtyQuant, a company that brings data-driven and quantitative techniques to the real estate industry. He is on a mission to add industry value through education, investment, technology, and analytics. He has been featured on over 30 Podcast/Webinar events, including Elevate, Best Ever Real Estate Show, The Apartment Guys, etc. Organizer of Finance Meets Real Estate live webinar series, with 3000 subscribers and over 70 live webinars.

In this episode, Stefan discusses that one of the most important things you can do as a real estate investor is to have a good quantitative analysis. This would allow you to make an informed decision-making process. He shares that you need to be creative and a visionary if you want to be successful in the real estate investing business. He believes that it’s important for entrepreneurs to maintain their system's health no matter what, and if you’re able to do that, success as a real estate investor will be guaranteed!

[00:01 - 03:30] Real Estate is a Great Way To Make Money

Stefan discusses that different levels of data are predictive
A technique called, “Natural language processing”

[03:31 - 22:01] Aligning Your Intuition With Automating Artificial Intelligence

Stefan discusses automating artificial intelligence by aligning it with intuition
Capturing changes in the neighborhood
Eliminating long-term risks associated with traditional real estate investments
Stock performance versus performance as a company
How security tokens differ from regular tokens
The importance of preliminary analysis in order to identify potential risks and opportunities

[22:02 - 26:19] Closing Segment

Stefan shares that you need to have inspiration to stay focused and excited about your work
Partnership is key in business, as it can help you create synergy and achieve goals together
Stefan invites us to visit his website: https://www.realtyquant.com/

Tweetable Quotes:

“If you are an entrepreneur, you need to kind of have an inspiration, and so I want to inspire people to think more, and use a different method to improve their systems and improve their processes.” – Stefan Tsvetkov

“The whole goal here is if it aligns with our intuition, then it's going to take all our work of doing it and automate it.” – Stefan Tsvetkov

Connect with Stefan through his website, Facebook, and LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 1 of my conversation with Stefan Tsvetkov, Stefan is the founder of RealtyQuant, a company that brings data-driven and quantitative techniques to the real estate industry. He is on a mission to add industry value through education, investment, technology, and analytics. He has been featured on over 30 Podcast/Webinar events including Elevate, Best Ever Real Estate Show, The Apartment Guys etc. Organizer of Finance Meets Real Estate live webinar series, with ~3000 subscribers and over 70 live webinars.

In this episode, Stefan explains that there is a correlation between real estate valuations and economic cycles, and that when affordability decreases, it leads to a decrease in property values. He points out that it is harder to predict real estate valuations at the county level than it is at the state level. He advises listeners to use affordability deviations as a predictor potential market crashes, and to be prepared for any changes in the housing market by having an understanding both housing supply and demand.

[00:01 - 11:13] Real Estate is a Great Way To Make Money

Stefan discusses how real estate investing is a great way to make money
Real estate investing is a long-term investment

[11:17 - 14:59] Market Valuations Are Not Good Predictors of Appreciation

Divergence in real estate prices across different areas is a predictor of downturns
Real estate prices are not accurate predictors of future performance are important predictors
Inflations is a possible outcome of asset bubbles
- Stagnant price growth
- Less overvalued prices
- Super growth in income
He explains the correlation between undervalued market and subsequent markets

[14:59 - 22:09] Closing Segment

Stefan emphasizes the weakest markets are the best on the downside in real estate
Stefan invites us to visit his website: https://www.realtyquant.com/

Tweetable Quotes:

“Valuations are not good predictors of appreciation, even in the down points in the market.” – Stefan Tsvetkov

“If wages are too much behind, that's going to be the issue for real estate and that's going to be the issue for other sectors.” – Stefan Tsvetkov

Connect with Stefan through his website, Facebook, and LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 1 of my conversation with Stefan Tsvetkov, Stefan is the founder of RealtyQuant, a company that brings data-driven and quantitative techniques to the real estate industry. He is on a mission to add industry value through education, investment, technology, and analytics. He has been featured on over 30 Podcast/Webinar events, including Elevate, Best Ever Real Estate Show, The Apartment Guys, etc. Organizer of Finance Meets Real Estate live webinar series, with ~3000 subscribers and over 70 live webinars.

In this episode, Stefan talks about transitioning from a financial engineer to a real estate investor. He shares some of the metrics and concepts that are used in data-driven investing principles with the community. He discusses how he teaches data-driven investing courses to aspiring real estate investors.

[00:01 - 02:54] Utilizing Metrics in Real Estate Investing

Stefan talks about metrics and how they can be used in real estate investing

[02:55 - 15:37] Data Driven Investing Helps You Improve Value in Commercial Properties

Pulling data from commercial properties that yields off-market value deals
Condition scoring of property images is important
Data driven investing is used to make better decisions
Market valuations are based on population growth and housing supply

[15:38 - 23:48] Closing Segment

Stefan discusses the signs of a marketing bubble
Stefan invites us to visit his website: https://www.realtyquant.com/

Tweetable Quotes:

“The automated evaluation models are very useful for preliminary analysis and you can use data driven investing, where you can actually try to find discounted properties or undervalued opportunities.” – Stefan Tsvetkov

“Market valuation is where we can know what a market is approximately worth at the moment, based on its fundamental investment income growth, population growth, and housing supply.” – Stefan Tsvetkov

Connect with Stefan through his website, Facebook, and LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 3 of my conversation with George Roberts, George is an apartment owner and a Principal at Horizon Multifamily, which is focused on value-add opportunities in Central Florida. He is the founder of Walnut Grove Homes, an upscale residential construction company based in Troy, Michigan, which reached seven-figure status in 2021. He hosts “The Foundery – Where Leaders are Forged Daily!”, a daily podcast devoted to entrepreneurs focused on syndication as well as both active and passive multifamily real estate investment.

In this episode, George discusses how life can be fair or productive, depending on how you want to look at it. He says that there are two different types of people in the world, those who are privileged and those who are not. He relates how, during the pandemic, she closed her first loan, and became a passive investor. He emphasizes that amazing things can happen when you put your mind to it.

[00:01 - 05:28] The Ethics Required When It Comes To Real Estate Investing

George emphasizes that ethics are important when it comes to real estate investing
You have to have the mindset to be okay with being outside of the societal norm

[05:29 - 16:46] Surrounding Yourself With People Who Share The Same Ethical Values

Economics can be seen as a way to reward those who are productive and give less privilege to those who are not
Compassion is important in discussing privilege, as it acknowledges that not everyone has the same opportunities or resources
George says that it’s important to surround yourself with people who think like you and share some of the same ethical values

[16:47 - 23:49] Closing Segment

George talks about seizing an opportunity and having the grit to pursue it
George website: https://www.horizonmultifamily.com/

Tweetable Quotes:

“The real privilege in life is whether you're raised with a mother and father that love you and have some sense of what it takes to be a success in the world, because you're going to have to spend a lot of your time working. You might as well be a success.” – George Roberts

“Real compassion is, if you have books at home, if your parents stay together, if you do these things, you're going to be successful in society.” – George Roberts

Connect with George through his website, Facebook, LinkedIn, and Twitter!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 2 of my conversation with George Roberts, George is an apartment owner and a Principal at Horizon Multifamily which is focused on value-add opportunities in Central Florida. He is a founder of Walnut Grove Homes, an upscale residential construction company based in Troy, Michigan which reached seven-figure status in 2021. He hosts “The Foundery – Where Leaders are Forged Daily!”, a daily podcast devoted to entrepreneurs focused on syndication as well as both active and passive multifamily real estate investment.

In this episode, George recommends that people get a mentor to help them focus and achieve their goals. He talks about his experience in Orlando and how he was able to secure a deal during the pandemic by following one of his principles that helped him focus on the market and find the right opportunity. He referenced Mike Tyson’s quote which is, “Everybody has a plan until they get punched in the face.”

[00:01 - 05:28] How To Succeed In Real Estate Investing During The Pandemic

George discusses to go find yourself a mentor
He discusses the five principles that rise in multifamily

[05:29 - 16:46] Knowledge Earned Through Years of Experience in Real Estate Investing

George explains how you need focus and be good at analyzing a market
Deals have fallen due to deal fatigue
Planning is valuable in real estate
Multifamily is the best place in private equity

[16:47 - 23:49] Closing Segment

George speaks about diversifying your assets
George invites us to visit his website: https://www.horizonmultifamily.com/

Tweetable Quotes:

“Planning is very valuable even when the plan ends up being meaningless.” – George Roberts

“If you want to be lucky, you got to work really hard. The hardest you work luckier get.” – George Roberts

Connect with George through his website, Facebook, LinkedIn, and Twitter!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 1 of my conversation with George Roberts, George is an apartment owner and a Principal at Horizon Multifamily, which is focused on value-add opportunities in Central Florida. He is the founder of Walnut Grove Homes, an upscale residential construction company based in Troy, Michigan, which reached seven-figure status in 2021. He hosts “The Foundery – Where Leaders are Forged Daily!”, a daily podcast devoted to entrepreneurs focused on syndication as well as both active and passive multifamily real estate investment.

In this episode, George shares his story as an investor, landlord, and a podcaster. He talks about the importance of having a good work-life balance, how being a PhD can help you be successful in real estate, and the importance of having a strong determination to succeed. George is a great example of someone who has succeeded in real estate despite having a challenging academic background. He offers advice to others who may feel like they don’t belong in the real estate industry, and encourages listeners to find their tribe and pursue their dreams.

[00:01 - 03:55] The Importance of Having a Strong Discipline In Real Estate Investing

George talks about the importance of having strong discipline when it comes to real estate investing, and how it’s different than other types of leadership
He started off as an accidental landlord when he bought a home during the housing crisis
His father encouraged him to become a landlord, and he has been successful for over a decade

[03:56 - 15:59] Succeed In Real Estate Investing Despite The Lack of Knowledge

George discusses the unique leadership style of entrepreneurship, which is more demanding than corporate leadership
He discusses the book, “How to Win Friends and Influence People by Dale Carnegie”
He explains that people only do what they find pleasurable, and when they condition themselves to have those times, they can handle the ups and downs better
- One of the simplest ways to distinguish yourself is to remember people’s names and pronounce them properly
- People are more open to being understanding of others when their names are remembered

[16:00 - 23:49] Closing Segment

George explains the concept of network science
This key concept is used to understand how networks function, and how they are related to each
The hub and spoke model, describes how a network is divided into two groups: hubs and spokes
George invites us to visit his website: https://www.horizonmultifamily.com/

Tweetable Quotes:

“Doing something 90% is the worst use of time, right? You're going to fail. You did 90% of the work, and you're going to fail. Doing something 110% is the best use of time. Just add another 10% and all of a sudden you have separated yourself from the crowd.” – George Roberts

“If you don't find people interesting, it's because you're just not taking the time.” – George Roberts

Connect with George through his website, Facebook, LinkedIn, and Twitter!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 3 of my conversation with Yosef Lee, Yosef is a Lawyer and a Multifamily Investor/Syndicator. Yosef began investing in cash-flowing multifamily apartments as a means of generating passive income streams, building generational wealth, and providing a financial fortress for his children. He also has a goal of achieving T/P/O freedom and control (Time, Place, and Occurrence). He would like to make a difference in other people’s lives, empowering them to become better versions of themselves while living their lives on their own terms on this journey.

In this episode, Yosef recommends joining a mastermind and building solid relationships. He discusses how you have to realize how many people there are out there that actually want to see you succeed. He says that your success is decided by how many times of uncomfortable decisions you’re willing to have along your journey. You need to confront the uncomfortable, not only just conversations but also situations that pushes you out of your comfort zone. He discusses the importance of putting a value on yourself and determining what an hour of your time is worth and the power of networking and learning from others.

[00:01 - 11:12] Be Brave with Uncomfortable Conversations

Yosef discusses how real estate investing is a great way to build wealth
He says that it is important to be brave and have uncomfortable conversations in order to grow as an investor
There are many resources available to help new and experienced investors, including podcasts and mastermind

[11:13 - 16:50] Value Yourself So That You Can Add Value to Others

Yosef says that people have a hard time valuing themselves can benefit from learning how to put value on their time
Determining an hour’s worth of someone’s time is relatively simple
- It can be based on what that person is paid; or
- What they are worth to the person
Networking can be difficult for some people, but if a person is interested in meeting others and has genuine interest, they will be able to do so

[16:51 - 21:24] Closing Segment

Yosef discusses how there are people who can teach you how to talk better
- It takes time and effort to improve communication skills
- It’s important to do your research before choosing a mentor
- Ensure the person is a good fit for you
Yosef invites us to visit his website: https://yosefhlee.com/

Tweetable Quotes:

“Your success gets decided by how many times of uncomfortable conversation you're willing to have along your journey.” – Yosef Lee

“You have to push yourself to learn how to convey your ideas clearly in an interesting way. It's not only about networking.” – Yosef Lee

Connect with Yosef through his Facebook, LinkedIn, Instagram, TikTok, and https://yosefhlee.com/.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 2 of my conversation with Yosef Lee, Yosef is a Lawyer and a Multifamily Investor/Syndicator. Yosef began investing in cash-flowing multifamily apartments as a means of generating passive income streams, building generational wealth, and providing a financial fortress for his children. He also has a goal of achieving T/P/O freedom and control (Time, Place, and Occurrence). He would like to make a difference in other people’s lives, empowering them to become better versions of themselves while living their lives on their own terms on this journey.

In this episode, Yosef discusses how he tells the story of how he got into real estate investing and why you should get involved in a mastermind group if you want to become a successful real estate investor. He recommends that those who are interested in becoming real estate investors start by joining a mastermind group. This will allow them to connect with other professionals in the industry and gain more knowledge and advice. He discusses that having a mastermind group is more valuable than just getting education or speakers because the people in the group have a trust, bond and it is like a family. He mentions that one of the benefits of being part of a team is that everyone is able to share their strengths and weaknesses, which helps to create a more cohesive organization.

[00:01 - 09:06] The Importance of Relationships in Real Estate Investing

Yosef discusses the importance of relationships in real estate investing, and recommends joining a mastermind group to connect with other investors
He discusses how 90% of millionaires invest in real estate and offers advice on how to become a millionaire through real estate investing

[09:07 - 11:27] Surround Yourself With High-Performing People

Yosef discusses why you should join a mastermind to surround yourself with high-performance people
- It’s not only education but the network that comes with it
Trust as a factor with the mastermind group that are committed financially
- Education is actually the investment
There is no magic formula, you have to put the work in and add value

[11:27 - 17:32] Closing Segment

Yosef advises his listeners when you’re getting advice from the majority
- As long as you’re moving in the right direction
- You should listen to both voice and do their own research before making a decision
Yosef invites us to visit his website: https://yosefhlee.com/

Tweetable Quotes:

“There’s no magic formula, you have to put your work, you have to work really hard, add value, and network, that's still all that you need to do.” – Yosef Lee

“It's about relationship, you're going to meet amazing people. When you see that viewpoints are different that tells me that this is still a relationship game and you need to build a great relationship to become successful in multifamily. – Yosef Lee

Connect with Yosef through his Facebook, LinkedIn, Instagram, TikTok, and https://yosefhlee.com/.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 1 of my conversation with Yosef Lee, Yosef is a Lawyer and a Multifamily Investor/Syndicator. Yosef began investing in cash-flowing multifamily apartments as a means of generating passive income streams, building generational wealth, and providing a financial fortress for his children. He also has a goal of achieving T/P/O freedom and control (Time, Place, and Occurrence). He would like to make a difference in other people’s lives, empowering them to become better versions of themselves while living their lives on their own terms on this journey.

In this episode, Yosef started out as a young lawyer, working long hours and struggling to make ends meet. He then learned about passive income streams and decided to invest in multifamily properties. This has allowed him to achieve his goal of freedom of time, and he is now able to spend more time on things that are important to him. Yosef shares his story of overcoming various obstacles to become successful real estate investor. He discusses the importance of creating passive income streams, and how this can be achieved through multifamily point investing.

[00:01 - 05:52] Overcome Obstacles to Become a Success

Yosef discusses how he overcame many obstacles to become successful in real estate investing, including being from low-income family and not having English as his second language
He learned about creating passive income streams through multifamily investing and it was a moment of realization for him that achieving T/P/O (Time, Place and Occurrence) and freedom and control.

[05:53 - 11:27] Staying Motivated with Like-Minded Investors

Yosef discusses how the military provides a housing allowance that effectively makes the resident’s personal debt “partially good.”
- He wants to build a pipeline of steady income so that he can achieve a passive income stream
He wants to have control over his work is freedom
- When you can work
- When you want to work
- Wherever you want to work; and
- Whomever you want to work with
Staying motivated with like-minded investors

[11:27 - 17:32] Closing Segment

Yosef discusses how the virtual meetups have been a great way for people to connect and build relationships
- He feels that virtual meetups will never die out, as they offer a great way to connect with people
Yosef invites us to visit his website: https://yosefhlee.com/

Tweetable Quotes:

“That's the control that you want to have, right? You don't mind working hard. I can tell you love to work, but you just want to work when you can, or when you want, wherever you want with whomever you want, that's the freedom.” – Yosef Lee

“I realized that you must create a passive income stream and so I did a lot of researching and trying to get to the heart of what should I do to make this passive income stream. I learned about creating passive income stream through multifamily point investing which was an “aha moment” for myself.” – Yosef Lee

Connect with Yosef through his Facebook, LinkedIn, Instagram, TikTok, and https://yosefhlee.com/.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 2 of my conversation with Phil Capron, Phil Capron is a real estate investor who has learned a lot about the industry over the years. Phil learned that real estate was the wealth builder for him after purchasing his first home in 2010 using a VA loan while on active duty. He cut his teeth in the business as a real estate agent and by flipping properties in Coastal Virginia. He wrote his first book “Your VA Loan and How It Can Make You A Millionaire” in 2019, and in 2021 created the first 100% veteran-owned and operated fund backed by real estate First Capital.

In this episode, Phil discusses the importance of safety in people’s homes, no matter their class of asset. He feels an obligation as people in the real estate investing space to make sure their team goals are aligned and that their hearts are in it too. He expresses his concerns about the industry as it stands and how it can be challenging to provide a quality home to someone in a tough environment. He mentions that it is important for real estate investors to be aware of what areas may be more dangerous, so that they can take precautions when working in those areas. Listen in!

[00:01 - 09:09] The Importance of Providing Quality Security Measures

Phil discusses the different classes of homes and how each one is different but still tries to provide the best home possible at each price point
He feels that the industry should do more to make residents feel safe in their homes and that includes doing things like locking doors and windows, and ensuring that everything can be locked up
He explains that it is important to do one’s part in order to make people feel safe, and that this includes providing quality security measures

[09:10 - 15:43] Focus on Having Good Cash Flow That Are In A Good Neighborhood

Phil discusses how it is important to be aware of the situations in which you are investing and to know what kind of risks are involved
- The importance of being able to handle difficult situations; and
- The benefits of having a high cash flow
He points out that there are higher levels of complications associated with investing in economy housing compared to more expensive properties
He recommends that investors focus on properties that have good cash flow and are in good neighborhoods

[15:44 - 22:22] The Active Military Presence In Real Estate

Phil shares that there is a lot of military presence in real estate because it is a very successful industry
- The military teaches people how to be successful under difficult circumstances
He shares his company, “Mission First Capital”, that it is a real estate investment company that is focused on military and veteran investors
- The company has a strong relationship with ADPi and its team includes friends of the founder who are in the real estate industry
- He says that the company is excited to work with military and veteran investors who are willing to bring value to the world
He shares that the founder believes that there is meritocracy in the real estate industry, regardless of rank or experiences

[22:23 - 28:04] Closing Segment

Phil invites us to visit his website: https://missionfirstcapital.com/
Phil discusses that people are doing things they don’t understand, and it ‘s making it difficult to find work
- He discusses how they’re feeling a lot of pressure lately and that it’s been affecting their work
- How the industry is changing and how it’s harder to make a long-term career in real estate

Tweetable Quotes:

“We work in some rougher stuff and the intention of getting into rougher stuff is to work our butts off, to make it less rough.” – Phil Capron

“You get to pick the type of problems that you have in this life I believe… I've done a fair amount of fairly rough stuff on the flipping side and on the multi-family side and I find it rewarding.” – Phil Capron

Connect with Phil through his website at https://missionfirstcapital.com/

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 1 of my conversation with Phil Capron! Phil Capron is a real estate investor who has learned a lot about the industry over the years. Phil learned that real estate was the wealth builder for him after purchasing his first home in 2010 using a VA loan while on active duty. He cut his teeth in the business as a real estate agent and by flipping properties in Coastal Virginia. He wrote his first book “Your VA Loan and How It Can Make You A Millionaire” in 2019, and in 2021 created the first 100% veteran-owned and operated fund backed by real estate First Capital.

In this episode, Phil shares his knowledge with us and discusses how to be successful in the real estate market. He discusses how to flip houses, and then he finally buys first multifamily building. He teaches middle school students about the difference between investing and selling, and explains that most of what he does is buying. Phil encourages listeners to take their time when making investments and to make sure that deals are done carefully so that relationships with friends are not damaged in the process. Listen in!

[00:01 - 06:39] A Better Understanding On Valuation and Underwriting When Buying A House

Phil shares his knowledge on real estate investing and how he started out flipping houses and he bought his first multifamily building in 2017
He discusses how adults don’t understand the difference between being a realtor and being an investor
He had to explain it to them himself
He explains that school teaches you how to establish good relationships, but you don’t learn about financial literacy in school
He talks about how flipping is similar to another job and how you need to learn skills for it if you want to do it successfully
Flipping houses has helped him financially
He teaches how it can be done successfully if done correctly
He discusses the importance of understanding valuation and underwriting when buying a house

[06:40 - 16:43] Single-Family Homes Are Easy To Manage

Phil recommends refinancing the complex to take advantage of tax-free money or selling it for a larger sum of money, which would give them more equity in the property
He says that some people are hesitant to sell their single-family homes because she likes the returns they provide and doesn’t want to lose money on them
He recommends to sell a single-family home on the open market and getting market value for it
He says that it’s okay to own some single-family homes as long as you have the systems and processes in place to manage them
Single-family homes are easy to manage

[16:44 - 22:55] Trust Is The Key To Success In The Multifamily Market

Phil discusses how your client’s trusts you with their money
- They trust you to go within your network and get the best vendors
- Get professional help
- They are going the passive investor route
Phil understands that there is some fear associated with apartment syndication and deals, but it is a similar experience to skydiving
- You have no idea if deals are going to go off without a hitch and make good returns
Phil discusses how the key to success in the multifamily market is mitigating vacancy risk, which can be difficult to do in smaller properties
Real estate is a cyclical industry and even in the midst of a downturn, there is still potential for growth

[22:56 - 28:04] Closing Segment

Phil invites us to visit his website: https://missionfirstcapital.com/
He still believes that even if someone is living in a difficult area, they can still achieve their dreams if they are willing to work hard.

Tweetable Quotes:

“Go within your network, get the best vendors, get the best professional help, and you figure it out because when you take other people's money, that's your job.” – Phil Capron

“I'm an avid skydiver, so sponsoring or being on the active side of an apartment syndication or apartment deal. It's not so much different, it's the same as skydiving. It's probably going to be scary there's some things that you don't know, but there's other people like millions of people that have done it and they've lived.” – Phil Capron

Connect with Phil through his website at https://missionfirstcapital.com/

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

In this episode, I welcome Dan Sheeks! Dan Sheeks is a high school business/marketing teacher, real estate investor, and personal finance advocate in Denver, Colorado. Dan tells us about his passion project, which is “Sheeks Freaks”, which is an online community for youn people who are motivated and interested in entrepreneurship.

Listen in on this episode as Dan tell us about his passion project, “Sheeks Freaks”, which he started a year and a half ago. Dan realized that there are many different ways to achieve success without a college degree, such as through certificates or business programs. Dan shares his experience with student loan debt and the pressure it can put on young people to attend College. Listen in as he encourages listeners to consider options other than College for those who are interested in early financial independence!

[00:01 - 09:05] The Need to Understand How Money Works

Dan introduces a great non-profit group organization called, “Next Gen Personal Finance”.
Dan talks about having a personal finance class as an elective in institutions
Dan explains that wealthier families understand how money works while poorer families who struggle with finances have nothing to pass on to their kids
How Sheeks Freaks community has a diverse socioeconomic background because financial education is not directly related to wealth
Dan discusses the importance of saving and investing money wisely
He offers advice for young people who are considering a career in real estate

[09:06 - 16:18] College is Not The Only Path To Success

Dan discusses whether you have to go College or not
- He offers advice on how to make the decision for yourself
You have to find a career that you’re truly passionate
He advises against pursuing degrees in fields that are not likely to lead to a successful career
Dan advises the importance of saving money for College
Start out by attending community college first
It is a personal choice
Going to College can be a financial burden for young people
Dan explains that there are other paths to success and not everyone needs to go to College

[16:19 - 22:34] Sharing Your Passion As A Society With Sheeks Freaks

Dan tells us that the society has made us believe that College is the only way to be successful
- Dan recommends Sheeks Freaks as a resource for those who are interested to join in these groups
The Sheeks Freaks community is designed to help parents share their passion

[22:35 - 28:04] Closing Segment

Dan invites us to go to his website: http://www.sheeksfreaks.com
He encourages parents to reach out to him if they have a teenager who they think would be interested in these group
- It is a free community for parents and investors to connect with each other

Tweetable Quotes:

“Wealthy families who understand how money works who are teaching it to their kids, but the poorer families who don't understand how money works and who struggle with finances, they have nothing to pass on to their kids.” – Dan Sheeks

“College is not an easy choice. I write about that in the book, should you go to college or should you not? But the bottom line is, it really is a personal choice.” – Dan Sheeks

Connect with Dan through his website at http://www.sheeksfreaks.com and his organization, or through his email!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

In this episode, I welcome Dan Sheeks! Dan Sheeks is a high school business/marketing teacher, real estate investor, and personal finance advocate in Denver, Colorado. Dan tells us about his passion project, which is “Sheeks Freaks”, which is an online community for youn people who are motivated and interested in entrepreneurship.

Listen in on this episode as Dan tell us about his passion project, “Sheeks Freaks”, which he started a year and a half ago. Dan realized that there are many different ways to achieve success without a college degree, such as through certificates or business programs. Dan shares his experience with student loan debt and the pressure it can put on young people to attend College. Listen in as he encourages listeners to consider options other than College for those who are interested in early financial independence!

[00:01 - 07:09] Sheeks Freaks Goal Helps Young People for a Successful Future

Dan introduces “Sheeks Freaks”
- An online community for young people who are motivated to become financially independent
Dan shares his goal is to help young people prepare themselves for a successful future
Dan teaches kids to learn about financial literacy and personal finance

[07:10 - 10:49] The Importance of Persistence and Determination

Dan teaches the importance of persistence and determination
Dan describes how he and his wife have invested in real estate over the past five years
- The speak about their experience with the “Bigger Pockets” community
- Dan recommends Jacob Clifford as another option for those looking for an income stream in real estate
He emphasizes the importance of having a background in running a community in order to be successful

[10:50 - 15:53] Networking and Making Connections

The importance of networking and making connections
Dan recommends the listeners to read: Set for Life: Dominate Life, Money, and the American Dream
He stresses in his Mastermind group is networking and how that can change everything in a moment

[10:50 - 20:39] A Change in Mindset Can Be Difficult but Ultimately be Rewarding

Putting yourself out there can help you meet new people and connect with others who share your interests
Dan describes the importance of loving yourself and caring for yourself in order to be successful
A change of mindset can be difficult but ultimately be rewarding

[20:40 - 24:38] Closing Segment

Dan invites us to go to his website: http://www.sheeksfreaks.com
He encourages parents to reach out to him if they have a teenager who they think would be interested in these group
- It is a free community for parents and investors to connect with each other

Tweetable Quotes:

“One of the things I stress more than anything in the mastermind group is networking and how that can change everything in a moment.” – Dan Sheeks

“I'm happy to say that in the Sheeks Freaks mastermind, it is the whole gamut, socioeconomic, race, gender age to a certain degree, but we have members who come from very poor households and we have members that come from more high-end households with a lot of wealth and they all have a chance to succeed and are doing really, really well in the group because at the end of the day, it has more to do with mindset and motivation, perseverance, attitude and mindset.” – Dan Sheeks

Connect with Dan through his website at http://www.sheeksfreaks.com and his organization, or through his email!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 2 of my conversation with Perry Zhang, the Founder and CEO of Cash Flow Portal. Perry discusses how their platform makes it easy for passive investors to invest in deals. He says that their user-interface is designed to be fast and easy to navigate, and have eliminated the need for syndicators to search for them. He shares how their portal can help investors get references and testimonials, which can help them with getting funding.

In this episode, Perry discusses how technology has created an interconnected world and how it has made it easier for people to learn about new ways to invest. He believes that this connectivity is what makes the world a better place, as it allows for more transparency and accountability. Listen in!

[00:01 - 04:04] Simplifying the User Experience For The Real Estate Investing Space

Perry discusses how simplifying the user experience is important for real estate investors
Different organization have different ways of delighting their customers
How the real estate investing space is well-aware of the importance of a simplified user experience

[04:05 - 10:49] Anonymity is Important For Syndicators, Whether Good or Bad

Solving a problem with an elegant solution
Using machine learning to recognize transaction between investors
How it is important to have feedback to review a syndicator
- Anonymity is important because people can be upset and leave bad reviews
Reputation score of all the passive investors would be helpful for the syndicator

[10:50 - 18:24] Safely Invest By Focusing on Calibrating Business Indicators

Perry discusses that it is important to focus on calibrating business indicators so that everyone can invest in them safely
He explains how it’s relatively easy to earn money but to be able to invest and build is the challenge
Perry wants to build a platform where the passive investors can find and invest with him

[18:25 - 17:56] Closing Segment

Perry talks about his passion is to create a good platform that people can find trustworty
You can get a hold of Perry through his website: https://www.cashflowportal.com/

Tweetable Quotes:

“I have a pretty massive opportunity with the platform and even from an economic standpoint, there's no way I can poach any syndicate for my own syindication because syndication is fun, but it's not my passion. My passion is to create a good platform that people can find trustworthy” – Perry Zheng

Connect with Perry through his website at https://www.cashflowportal.com/ or through his email!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 1 of my conversation with Perry Zheng, Perry is the founder and CEO of Cash Flow Portal, a modern real estate syndication software. He was an engineering manager at Lyft for 5.5 years, and worked as a software engineer at Twitter and Amazon. Perry is also a lead sponsor on 850+ apartment units, having raised 20M+ for real estate projects and generating 30%+ annualized return for investors.

In this episode, Perry shares with us how he designed his website, Cash Flow Portal, to make it easy for users to convert and increase the user’s trust in the site. He also talks about how easy it is to create a deal on the website and how his philosophy is to make it easy for users without requiring too much knowledge. Perry is a syndicator and he is talking about how technology can help solve information exposure. He says that people are still operating like there is no accountability system, but there is that people are afraid to utilize it because people are still operating that old school methodology where “We’re going to come at you if we figure out it was you”. Perry wants to create a platform where people can be honest and share their true experiences, and he doesn’t want anyone to get hurt. Listen in!

[00:01 -09:51 ] Streamline The Conversation Through Cash Flow Portal

Perry shares how he created the Cash Flow Portal in order to simplify the process for users to create their own portfolio
The portal is used as a social proof where you can store the user’s testimonials and recommendations from other syndicators
He talks about his passion of streamlining the process to help people avoid the first 15-30 minutes of the conversation
His goal is to prevent people from poaching from other syndicators passively

[09:06 - 22:15 ] Make It Easy To Access Information By Flattening the Structure

How he raised capital through his experience as a Lyft manager
Spreading the word and how to be a good syndicator
How the friction is inversely proportional to conversion
- The higher the friction, the less conversion
Ultimately becoming more efficient to make sure that people do not need many clicks to access something
- Flattening the structure

Tweetable Quotes:

“Our goal is to prevent people from poaching, each other syndicators passively.” – Perry Zheng

Connect with Perry through his website at Cash Flow Portal or through LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 2 of my conversation with Maurice Philogene. Maurice is a Senior Executive, Real Estate Investor & Entrepreneur, Restaurant Owner, Explorer of 100 Countries, Public Servant (Federal Agent & Police Officer), Philanthropist, and Lifestyle Design/Wealth Coach. He is a Founding Managing Partner of Quattro Capital and his passion is living life leveraging freedom principles - financial freedom, time freedom, geographic freedom, freedom of purpose and freedom of relationships. He uses real estate and professional careers to generate passive income and build legacy all while empowering communities and helping others live their best life now through lifestyle design. Currently, he is based in Washington DC and the Mediterranean Region.

In this episode, Maurice shares with us why and how he got into real estate at an early age, why he believes that this can help you create generational wealth, and how this allowed him to achieve money and time freedom. Listen in!

[00:01 -10:32 ] Using Real estate as a Tool

Using real estate to design a lifestyle
Seeing your worth by the value you give to the world
You don’t have to have millions to achieve financial freedom
Partnering with the right kind of people

[10:33 - 20:36 ] Getting Uncomfortable and Growing

Going out of your comfort zone to grow
Getting uncomfortable in your 20s and 30s are the stepping stones to your success
Final advice for people who want to get into real estate investing
Importance of being raw and real

Tweetable Quotes:

“It is amazing what you can do. If you have the right people around you.” - Maurice Philogene

Connect with Maurice through his website at www.thequattroway.com or through LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 1 of my conversation with Maurice Philogene. Maurice is a Senior Executive, Real Estate Investor & Entrepreneur, Restaurant Owner, Explorer of 100 Countries, Public Servant (Federal Agent & Police Officer), Philanthropist, and Lifestyle Design/Wealth Coach. He is a Founding Managing Partner of Quattro Capital and his passion is living life leveraging freedom principles - financial freedom, time freedom, geographic freedom, freedom of purpose and freedom of relationships. He uses real estate and professional careers to generate passive income and build legacy all while empowering communities and helping others live their best life now through lifestyle design. Currently, he is based in Washington DC and the Mediterranean Region.

In this episode, Maurice shares with us why and how he got into real estate at an early age, why he believes that this can help you create generational wealth, and how this allowed him to achieve money and time freedom. Listen in!

[00:01 -10:05 ] The Impact of Real Estate to Your Life

Maurice shares about his background
Was inspired to generate passive income at a young age
Finding financial freedom in real estate
Learning that life is more than just earning money

[10:06 - 22:15 ] Building Wealth for Future Generations

Building passive income and legacy
Providing freedom from worry
Having time freedom allows him to have more time for his children
Gaining 100% wiggle room in real estate

Tweetable Quotes:

“Real estate has a purpose…it should have a purpose in giving you whatever your own version of freedom is” - Maurice Philogene

Connect with Maurice through his website at www.thequattroway.com or through LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 3 of my conversation with Nick Crawford. Nick is an 18 year old real estate investor in Wisconsin. He has taken the alternative route and decided to not go to college, purchased his first house at the age of 17, and has since acquired 6 more units. He has worked under a group of real estate investors helping to manage the properties, and treated this as his source of education.

In this episode, Nick talks about his next plan of action, the importance of being surrounded with experts, and using his resources and creativity to learn instead of going to college. If you think that you’re too young to get into real estate, then you better listen in because Nick is just living proof that you can never be too young in this industry.

[00:01 -09:50 ] Talking About Investments

Investing in stocks vs. real estate
Talking about mentors and teachers
Teaching people to be financially free
Establishing trust with customers
Connect with Nick through the links below

[09:51 - 22:15 ] Goals for Investing

Invest in real estate as much as he can
Be financially free at 24
Final words

Tweetable Quotes:

“In life, your leaders are always going to have mistakes, and they're always going to mess up and a good leader is going to own the mistake, and learn and teach from the mistake.” - Angel Williams

Connect with Nick at nicholascrawford10@gmail.com or through Instagram!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 2 of my conversation with Nick Crawford. Nick is an 18 year old real estate investor in Wisconsin. He has taken the alternative route and decided to not go to college, purchased his first house at the age of 17, and has since acquired 6 more units. He has worked under a group of real estate investors helping to manage the properties, and treated this as his source of education. In this episode, Nick talks about his next plan of action, the importance of being surrounded with experts, and using his resources and creativity to learn instead of going to college. If you think that you’re too young to get into real estate, then you better listen in because Nick is just living proof that you can never be too young in this industry.

[ 00:01 -09:02 ] What’s Next for Nick

Nick talks about his next steps
Buying a duplex and house hacking
Leveraging connections and his team
Using your resources and your creativity

[09:02 - 23:43] Taking the Other Path

Being creative with learning
College does not guarantee a bright future
Being open to entrepreneurship at an early age
Importance of doing your research before coming up with a decision
Getting people to see your perspective

Tweetable Quotes:

“That's the reason I love real estate so much, it’s about [testing] just how creative you are. What can you do in that brain that can make anything work, you know, and that's what I love.” - Nick Crawford

“It's about putting yourself around people that can help you get there.” - Nick Crawford

Connect with Nick at nicholascrawford10@gmail.com!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 1 of my conversation with Nick Crawford. Nick is an 18 year old real estate investor in Wisconsin. He has taken the alternative route and decided to not go to college, purchased his first house at the age of 17, and has since acquired 6 more units. He has worked under a group of real estate investors helping to manage the properties, and treated this as his source of education.

In this episode, Nick shares with us how he was exposed to the world of real estate investing in high school and how he has never looked back since then. He also talks about pursuing real estate instead of going to college and his experience in purchasing his first unit at age 17. If you think that you’re too young to get into real estate, then you better listen in because Nick is just living proof that you can never be too young in this industry.

[ 00:01 -10:03 ] Welcoming Nick to the Podcast

Introducing Nick to the show
Nick shares about his background
How he got into real estate investing at a very young age

[10:04 - 20:42] Purchasing His First Unit at 17

Importance of running the numbers and doing due diligence
Experience at flipping units
Talking about risk mitigation
Catch the next episode for part 2!

Tweetable Quotes:

“The amount of leverage that you can use in real estate is beyond anything else and making profit any other way.” - Nick Crawford

Connect with Nick at nicholascrawford10@gmail.com!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 2 of my conversation with Dan Lewkowics. Dan Lewkowicz is a seasoned real estate veteran with over 15 years of experience in many facets of the real estate industry. Starting his career “house hacking” he quickly moved on to flip houses in and around metro Detroit and eventually created a company called Renaissance Real Estate Ventures which specializes in the acquisition, financing, renovation, and resale of single-family residential properties in the booming city of Detroit, Michigan. Before forming The Lewkowicz Group of Encore Real Estate Investment Services, Dan was a Senior Advisor at Fortis Net Lease specializing in commercial real estate investment sales. Dan is also a former business development executive for Amazon in Detroit Michigan. Currently, Dan is Senior Director of The Lewkowicz Group of Encore Real Estate Investment Services and specializes in shopping centers, medical office buildings, industrial fulfillment centers, quick service restaurants and automotive repair and parts stores. An expert on Multi-Family and the current economic undercurrents facing this asset class in today’s #postcovid world, Dan often expresses the incredible opportunities for investors of all sizes.

In this episode, Dan and I continue the conversation on working with franchises, understanding taxes and the DST, and the effects of COVID to non-essential businesses. All this and more in this episode, so make sure to listen in!

[ 00:01 -10:36 ] Continuing The Conversation with Dan

Working with franchisees
Not having to visit his sites all the time
How COVID has affected his business
Essential vs. inessential retail
Importance of voicing out and reaching out to the government

[10:37 - 15:29] Understanding the Delaware Statutory Trust

Offsetting tax reliability
Pros and cons of a DST
Similar to a pool of properties

[15:30 - 24:35] Effects of COVID to Non-Essential Businesses

How non-essential businesses were affected during COVID
Being mindful of the clauses included in the contract
How the landscape has changed
Incorporating the changes into the lease
How changes have been set in motion and will eventually continue

Tweetable Quotes:

“In many cases, you know, people are getting creative, and they're doing, pop ups, or they're, utilizing some of their common space for some type of a ghost kitchen, or things like that. But yes, it's all about pivoting and creativity in today's world.” - Dan Lewkowicz

Connect with Dan on LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 1 of my conversation with Dan Lewkowics. Dan is a seasoned real estate veteran with over 15 years of experience in many facets of the real estate industry. Starting his career “house hacking” he quickly moved on to flip houses in and around metro Detroit and eventually created a company called Renaissance Real Estate Ventures which specializes in the acquisition, financing, renovation, and resale of single-family residential properties in the booming city of Detroit, Michigan.

Before forming The Lewkowicz Group of Encore Real Estate Investment Services, Dan was a Senior Advisor at Fortis Net Lease specializing in commercial real estate investment sales. Dan is also a former business development executive for Amazon in Detroit Michigan. Currently, Dan is Senior Director of The Lewkowicz Group of Encore Real Estate Investment Services and specializes in shopping centers, medical office buildings, industrial fulfillment centers, quick service restaurants and automotive repair and parts stores. An expert on Multi-Family and the current economic undercurrents facing this asset class in today’s #postcovid world, Dan often expresses the incredible opportunities for investors of all sizes.

In this episode, Dan walks us through his real estate background and how he is able to work from anywhere in the world. He shares with us his experience with house hacking, how he and his partner ended up creating a course that will help aspiring real estate brokers be the best in the industry, and how multifamily plays into everything else that he’s doing. All this and more in this episode, so make sure to listen in!

[ 00:01 -12:27 ] Introducing Dan Lewkowics to the Podcast

Dan talks about his real estate background
Knowing your market and offering what the market needs
Having full control over his business
Co-creating a course that teaches people to be a top commercial real estate broker
- Teaching his students in his course to pick the perfect tenants
- Providing all information all brokers need to know

[12:28 - 25:03] Dan’s Real Estate Experiences

Dan’s experience with house hacking
Building the course based on the demand
Helping people change their lives by giving back
How multifamily plays into everything else

Tweetable Quotes:

“But at the end of the day, you know, I believe in my motto and that is to provide value and everything else follows. And this course is jam packed with value. And we know we're changing people's lives.” - Dan Lewkowicz

Connect with Dan on LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 2 of my conversation with Dan Sheeks. Dan is a high school business/marketing teacher, real estate investor, author, and personal finance advocate in Denver, Colorado. He founded the online community, SheeksFreaks which is a community that is specifically for young people (ages 15-25) who are highly motivated in the areas of building wealth, entrepreneurship, real estate investing, mindset, early financial independence, and networking. He and his wife have a variety of real estate investments including multifamily, single-family, Airbnb, and out-of-state BRRRR, and he aims to help teens use specific methods of saving, earning extra income, and investing to set them on a track to purchase real estate investment properties in their early 20s and achieve financial independence at a young age.

In this episode, Dan and I continue the conversation on the importance of teaching kids to be financially literate at a young age. We also talked about how motivation may vary between kids who come from well off families vs. those who are not so well off, how we should be giving kids options instead of telling them what to do, and allowing kids to explore different paths instead of forcing them to go to college. All this and more in this episode, so make sure to listen in until the end!

Continuing the Conversation with Dan

Sometimes kids who are not so well off are more interested on how money can work for them as opposed to wealthy families
Well off families usually don’t have the same money motivation

Financial Independence as an Option

Giving the kids options instead of telling them what to do
Consequences of getting into student loans
Having student loans are financially crippling
Corporations acknowledging that college degrees are not necessarily worth the investment
No degree is needed for real estate investing

Teaching Financial Literacy to Kids

Learning through connecting with people their age
Teaching kids to be okay to be different

Tweetable Quotes:

“There are major corporations now Google, IBM, Apple, to name a few who recognize that a college degree isn't necessarily worth the investment. So they're hiring high school graduates who meet certain criteria without a degree.” - Dan Sheeks

Connect with Dan on LinkedIn or check out the SheeksFreaks website!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 1 of my conversation with Dan Sheeks. Dan is a high school business/marketing teacher, real estate investor, author, and personal finance advocate in Denver, Colorado. He founded the online community, SheeksFreaks which is a community that is specifically for young people (ages 15-25) who are highly motivated in the areas of building wealth, entrepreneurship, real estate investing, mindset, early financial independence, and networking. He and his wife have a variety of real estate investments including multifamily, single-family, Airbnb, and out-of-state BRRRR, and he aims to help teens use specific methods of saving, earning extra income, and investing to set them on a track to purchase real estate investment properties in their early 20s and achieve financial independence at a young age.

In this episode, Dan talks about the importance of empowering and encouraging young people to be more knowledgeable about finance, building wealth, and entrepreneurship at a young age. He talks about how his community brings together like-minded young individuals and gives them space to learn more about finances, the power of networking and building relationships with the right people, and how schools in the country should look into making financial literacy classes available for high school students. Listen in!

Introducing Dan Sheeks to the Show

Dan shares his background
Founding the SheeksFreaks to help young people be financially savvy
- Bringing together young people who are interested in building wealth

How Networking Can Change Things

Having the right connection and building relationships with the right people
Importance of putting yourself out there
Building the right habits and changing your mindsets while you’re young

High School Electives

Requiring financial literacy classes and electives in high school
Different for each state, depending on resources of the school

Tweetable Quotes:

“The kids that are doing things like that [entrepreneurial activities] usually get caught and get in trouble, when we should be really just praising their entrepreneurial spirit.” - Angel Williams

“The young people, they're a little bit more progressive, and they'll think outside the box a lot easier than us adults.” - Dan Sheeks

Connect with Dan on LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 3 of my conversation with Jared Asch and Sid Shamim. Jared is the President and CEO of Firework Investments. Jared has worked for more than 20 years in public affairs and political consulting. He is a member of the Walnut Creek, California Transit Commission and he is on the Board of Advisors to the Contra Costa County Transit Agency. Jared has developed more than 218 MW of renewable energy projects and is LEED AP from the US Green Building Council and he also owns several investment properties in the Southeast.

With him is Sid Shamim who is the Founder and CEO of Headway Capital Multifamily (HCMF) & Headway Property Management (HPM). His company owns and manages multiple multifamily assets in Houston’s key areas. Prior to finding his niche in commercial real estate, he had a decade worth of work experience in corporate oil and gas companies. Sid has over 10 years of experience in commercial real estate investment and his core team combined possess 100+ years of experience in real estate management. His expertise lies in strategic planning, business development, expansion and integration.

Make sure to tune in until the end of this episode as we talk about reducing expenses, the role of property management groups, and offering technology packages. Listen in!

[00:01 - 09:39] Due Diligence for Providing Better Means of Living

Corner-cutting horror stories in multifamily units
Good property management teams provide solutions
Building to fair extreme weather

[09:40 - 16:14] Decreasing Expenses

Negotiating expense management with lenders
Learning from those who have more experience than us

[16:15 -21:11] Troubleshooting Maintenance Issues

Water conservation rules and techniques
Preventing disasters is better than fixing disasters

[21:12 -24:51] Closing Segment

Final words from Jared Ash and Sid Shamim
Connect with my guests using the links below!

Tweetable Quotes:

“Those Mom and Pops, they've got a level of experience that you're likely not going to have unless you've been doing this for a long time.” - Angel Williams

“For a new operator in the multifamily space, I would make sure that you have all of the elements in place as part of your partnership team between when you have an LOI accepted and when you sign the agreement.” - Jared Ash

Connect with Sid and Jared on LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 2 of my conversation with Jared Asch and Sid Shamim. Jared is the President and CEO of Firework Investments. Jared has worked for more than 20 years in public affairs and political consulting. He is a member of the Walnut Creek, California Transit Commission and he is on the Board of Advisors to the Contra Costa County Transit Agency. Jared has developed more than 218 MW of renewable energy projects and is LEED AP from the US Green Building Council and he also owns several investment properties in the Southeast.

With him is Sid Shamim who is the Founder and CEO of Headway Capital Multifamily (HCMF) & Headway Property Management (HPM). His company owns and manages multiple multifamily assets in Houston’s key areas. Prior to finding his niche in commercial real estate, he had a decade worth of work experience in corporate oil and gas companies. Sid has over 10 years of experience in commercial real estate investment and his core team combined possess 100+ years of experience in real estate management. His expertise lies in strategic planning, business development, expansion and integration.

Make sure to tune in until the end of this episode as we talk about reducing expenses, the role of property management groups, and offering technology packages. Listen in!

[00:01 - 04:42] Reducing Expenses

Some properties have minimal rent growth
Importance of knowing if there is a hairline change to your business
The importance of the management on the ground

[04:43 - 10:57] Property Management Groups Buying Property

Thoughts on selling something you don’t believe in
Property managers are knowledgeable about the market
Incentivizing property management companies

[10:58 -24:14] What’s Included in a Technology Package

Inclusions of a technology package
How to work with providers
Majority of the market is a younger age group

Tweetable Quotes:

“You can't operate under the basis of people being afraid.” - Sid Shamim

Connect with Sid and Jared on LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 1 of my conversation with Jared Asch and Sid Shamim. Jared is the President and CEO of Firework Investments. Jared has worked for more than 20 years in public affairs and political consulting. He is a member of the Walnut Creek, California Transit Commission and he is on the Board of Advisors to the Contra Costa County Transit Agency. Jared has developed more than 218 MW of renewable energy projects and is LEED AP from the US Green Building Council and he also owns several investment properties in the Southeast.

With him is Sid Shamim who is the Founder and CEO of Headway Capital Multifamily (HCMF) & Headway Property Management (HPM). His company owns and manages multiple multifamily assets in Houston’s key areas. Prior to finding his niche in commercial real estate, he had a decade worth of work experience in corporate oil and gas companies. Sid has over 10 years of experience in commercial real estate investment and his core team combined possess 100+ years of experience in real estate management. His expertise lies in strategic planning, business development, expansion and integration.

Listen in on this episode as we talk about increasing prices and the value of properties in 3 to 5 years. Jared and Sid shares with us ways on how it is important to get your numbers right to avoid stretchers and get the value for your investment. Listen in!

[00:01 - 08:25] Opening Segment

I introduce our guests for today
Jared shares about his background
Sid shares about his background

[08:26 - 21:40] Things to look for in a deal to avoid stretching

Buying and holding instead of flipping houses
Getting into B class properties in A class neighborhoods
Successful stretchers is good for the location
How the Eviction Moratorium is putting brakes on the prices
Must consider the right strategies and making the numbers work for you
Prices to be so far outpacing with inflation
Look for existing cash flow

[21:41 -24:14] Closing Segment

Acknowledging that there are two sides to it
Importance of having good third party management
Connect with Jared and Sid through the link below
Final words

Tweetable Quotes:

“I'm not going to bet on forced depreciation and the market just continuing to go up at the rate it is climbing for the next three to five years, that's not a good strategy you need to have the numbers to work for you.” - Jared Assh

“At the end of day, it’s just how you can manage your chances.” - Sid Shamim

Connect with Sid and Jared on LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is Part 3 of my conversation with Benjamin Zelenka. Ben is currently studying accounting with the intention to become a CPA. His goal is to become an impactful professional in the world of business. Specifically, he desires to work in the real estate industry as a CPA to firms and investors.

Listen in on this episode and find out how at such a young age, Ben has been able to get involved in the real estate investing industry. He talks about how he got educated about real estate and the importance of surrounding yourself with people that are where you want to be. Ben also shares his thoughts on adoption, being pro-life, and going to college at age 17. Listen in!

[00:01 - 10:50] Getting into Real Estate as a Teenager

Ben talks about being adopted
Getting into real estate at a very young age
Developing an interest in real estate without being exposed in it
Having the right kind of mindset

[10:52 - 23:45] The Line Between Enough and Doing More

Drawing the line between doing enough and doing more
Asking the purpose behind doing more
- Is it internal or is it external gain?
How other people think affects our effort to do more or less
Dealing with the “spotlight effect”
Recognizing your skills and achievements

[23:46 -26:25] Closing Segment

Keep in mind that you can get in real estate in any age
Know that people are going to help you
Connect with Ben through the link below
Final words

Tweetable Quotes:

“I'm doing fine. Like, I'm doing better than fine, right. And that's just staying positive. That's a big thing for me that I need and I'm just trying to work out right now.” - Benjamin Zelenka

“You are the center of nobody's universe, other than your own.” - Angel Williams

Connect with Benjamin on LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is Part 2 of my conversation with Benjamin Zelenka. Ben is currently studying accounting with the intention to become a CPA. His goal is to become an impactful professional in the world of business. Specifically, he desires to work in the real estate industry as a CPA to firms and investors.

Listen in on this episode and find out how at such a young age, Ben has been able to get involved in the real estate investing industry. He talks about how he got educated about real estate and the importance of surrounding yourself with people that are where you want to be. Ben also shares his thoughts on adoption, being pro-life, and going to college at age 17. Listen in!

[00:01 - 11:34] Why the People You Surround Yourself with Matter

Teaching my daughter how to house hack
Not many young people get involved in real estate
The importance of surrounding yourself with the right people
The impact of Ben’s parents on his journey to financial freedom

[11:35 - 18:37] Thriving Inside and Outside Real Estate

We share our thoughts on adoption and being pro-life
Creating foundations
Ben on being 17 years old in college

Tweetable Quotes:

“You have to surround yourself with people that are where you want to be.” - Angel Williams

“The beauty of having something like real estate or a foundation or something to draw on is that you get to give where your heart leads you, and it's a very beautiful thing.” - Angel Williams

Connect with Benjamin on LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

In this episode, I welcome Benjamin Zelenka! Ben is currently studying accounting with the intention to become a CPA. His goal is to become an impactful professional in the world of business. Specifically, he desires to work in the real estate industry as a CPA to firms and investors.

Listen in on this episode and find out how at such a young age, Ben has been able to get involved in the real estate investing industry. He talks about how he got educated about real estate and the importance of having a mentor who will teach you the nitty-gritty of the business. Ben also shares his thoughts on college debt and potentially underwriting deals in the future.

[00:01 - 07:27] Opening Segment

Welcoming Ben to the show
Ben shares his background
His ultimate goal of giving back to his community
How Ben learned about real estate

[07:28 - 22:11] Getting Educated about Real Estate Early

Educating the youth about real estate investing
The significance of having someone who teaches you
Ben’s potential for underwriting deals
Ben on studying accounting
His thoughts on college debt

Tweetable Quotes:

“Sometimes, we don't like to listen to our parents just because they're our parents, so having somebody else that either you might respect or that's maybe a little bit distance from you influence you in some certain way, you might be more reciprocal to that and you might actually listen more.” - Benjamin Zelenka

Connect with Benjamin on LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is Part 3 of my conversation with Suzy Sevier and Michael Barnhart. Suzy and Michael are the Founders of Adventurous Real Estate Investors. Their adventure began at a TEDx event — the theme was Reset — and it changed their lives. They took the event to heart and used that theme as a launching point to regain control of their lives, secure financial freedom, give back to the community, and discover their “why.” They want to share this journey with others by helping others check off their bucket list items and achieve the greatest ROI, Return on Impact.

Hop right in on this episode and find out what Return on Impact (ROI) really means. Suzy and Michael will talk about their journey as real estate investors from overseas. They will share what it’s like to invest across borders and how you can set yourself up to be more productive every day. Suzy and Michael will also talk about the helpful nature of the real estate community and why you should be in a “barrel full of monkeys” instead of a “bucket full of crabs”. Listen in!

[00:01 - 14:54] Helping Each Other in the Real Estate Community

Who, not how
A barrel full of monkeys vs. a bucket full of crabs
When you succeed, everybody succeeds: a deeper meaning
Having that “advisor” role in real estate
The command ground of wanting to help

[14:55 - 20:29] Closing Segment

The advantage of having unpopular opinions
Doing things outside the norm
Closing words

Tweetable Quotes:

“It goes back to that idea of, it's not “how do I do this?”, it's “who's already done this?”. They can help me figure out how to do it.” - Angel Williams

“When you succeed, even if I'm not involved immediately with your success, it still shows me that success is possible. So your success breeds in me, a knowledge that success can happen for me too.” - Angel Williams

Connect with Suzy and Michael on LinkedIn:

Suzy Sevier: https://www.linkedin.com/in/suzysevier/

Michael Barnhart: https://www.linkedin.com/in/michaelbarnhartrei/

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is Part 2 of my conversation with Suzy Sevier and Michael Barnhart. Suzy and Michael are the Founders of Adventurous Real Estate Investors. Their adventure began at a TEDx event — the theme was Reset — and it changed their lives. They took the event to heart and used that theme as a launching point to regain control of their lives, secure financial freedom, give back to the community, and discover their “why.” They want to share this journey with others by helping others check off their bucket list items and achieve the greatest ROI, Return on Impact.

Hop right in on this episode and find out what Return on Impact (ROI) really means. Suzy and Michael will talk about their journey as real estate investors from overseas. They will share what it’s like to invest across borders and how you can set yourself up to be more productive every day. Suzy and Michael will also talk about Return on Impact and how making a small impact every day can create a ripple effect that can, later on, change the lives of people inside and outside of your community. Listen in!

[00:01 - 09:55] Small Things, Huge Impact

You can’t put a price on the impact you make
Creating a huge impact through small fixes
Suzy and Michael on starting their own podcast
The “bucket full of crabs”

[09:56 - 21:03] Setting Yourself Up to Do More

Suzy and Michael on their mindset when they were starting in real estate
The significance of self-affirmations
What Suzy and Michael’s morning routine looks like
How tracking your daily activities make you more productive
The time freedom you can have from investing in real estate

Tweetable Quotes:

“It definitely starts there. ... It would be like looking in the mirror at yourself and saying, “You can do this, and you can do this because other people who look, act, and are very similar to you have done this before.” I know that's even a difficult step, but it’s like reading those books on self-affirmations, meditating, and thinking about all the things you can do. … That's definitely where you start.” - Suzy Sevier

“Even though you don't see yourself getting better, you are. If you're doing the right actions every single day, it will start compounding, and it's very powerful.” - Michael Barnhart

Connect with Suzy and Michael on LinkedIn:

Suzy Sevier: https://www.linkedin.com/in/suzysevier/

Michael Barnhart: https://www.linkedin.com/in/michaelbarnhartrei/

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

In this episode, I welcome Suzy Sevier and Michael Barnhart! Suzy and Michael are the Founders of Adventurous Real Estate Investors. Their adventure began at a TEDx event — the theme was Reset — and it changed their lives. They took the event to heart and used that theme as a launching point to regain control of their lives, secure financial freedom, give back to the community, and discover their “why.” They want to share this journey with others by helping others check off their bucket list items and achieve the greatest ROI, Return on Impact.

Hop right in on this episode and find out what Return on Impact (ROI) really means. Suzy and Michael will talk about their journey as real estate investors from overseas. They will share what it’s like to invest across borders and why it’s important to build trust with your team and your boots on the ground. Suzy and Michael will also talk about Return on Impact and how making a small impact every day can create a ripple effect that can, later on, change the lives of people inside and outside of your community. Listen in!

[00:01 - 02:45] Opening Segment

Welcoming Suzy and Michael to the show
They share their backgrounds

[02:46 - 12:28] Investing from Overseas: Making It Possible

Building trust with your team
Why it’s important to ask the difficult questions in real estate
Starting a meetup for people who live overseas but invest in the US
The importance of knowing your exit when you start

[12:29 - 21:26] Return on Impact

What is ROI (Return on Impact)?
Creating a ripple effect from making a small impact every day
Making real estate an avenue to make people’s lives better
Creating an impact by providing affordable housing

Tweetable Quotes:

“If you think about it, there are almost 8 billion people on this earth, right? If everybody or not even everybody, half of us did a 1% positive impact every day, think about how astronomical that could be. And that's all it takes. You don't even need to do 1%. You can do half a percent, and that's still huge. It's just doing that little bit every day to make yourself better.” - Suzy Sevier

“I know I cannot take care of the whole entire world, but I would like to start to create a mindset where we are encouraging everybody to thrive instead of just always being in survival mode because so many of us are in it.” - Suzy Sevier

Connect with Suzy and Michael on LinkedIn:

Suzy Sevier: https://www.linkedin.com/in/suzysevier/

Michael Barnhart: https://www.linkedin.com/in/michaelbarnhartrei/

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is Part 2 of my conversation with Ketan Patel. Ketan is a pharmacist turned high-performance real estate coach. Ketan practiced pharmacy for years, before realizing it would be real estate — not pharmacy — that would lead him toward the financial freedom he desired. He has developed a specialty in syndication, multifamily, capital raising, and growth mindset. This unique skill set has helped Ketan build a multi-million-dollar rental property portfolio (starting with only $8,000) and raise more than $10 million in investor capital. Today, Ketan’s mission is to share his knowledge and coach up fellow investors to achieve the same — if not better — results in real estate.

Listen in on this episode and learn the significance of having the right mindset in your pursuit of your real estate investing goals. Ketan and I talk about why success is not a set destination but a moving target. Ketan also talks about how he was able to build his investor database for his syndications and how he deals with being responsible for other people’s money.

[00:01 - 11:37] Success is a Moving Target

You have the potential!
How fear of success leads to self-sabotage
There is no finish point, we are here to grow
Success is not a destination
What’s the real definition of commitment?

[11:38 - 25:45] Building Your Network and Managing Partnerships

How Ketan started investing in real estate
How he got educated about syndications
The significance of having a coach or a mentor
Building the investor database
Dealing with the fear of being responsible for other people’s money
Closing words

Tweetable Quotes:

“The potential is always there for you to go get your goals, but one or another kind of limiting belief is blocking that potential. Let's describe it as just a way of thinking that just hasn't been questioned. When you question that way of thinking, then there's some room for new improved thinking that's just supporting you, instead of not supporting you.” - Ketan Patel

“Something to remember is there is we never get done. There is no finish point. We are here to grow. We are here to support other people and have new experiences and have enhanced experiences. That's the goal.” - Ketan Patel

“You're never really going to attain success, you're probably always going to be chasing it. And every time you get close, it's gonna move further away.” - Angel Williams

Connect with Ketan on LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

In this episode, I welcome Ketan Patel! Ketan is a pharmacist turned high-performance real estate coach. Ketan practiced pharmacy for years, before realizing it would be real estate — not pharmacy — that would lead him toward the financial freedom he desired. He has developed a specialty in syndication, multifamily, capital raising, and growth mindset. This unique skill set has helped Ketan build a multi-million-dollar rental property portfolio (starting with only $8,000) and raise more than $10 million in investor capital. Today, Ketan’s mission is to share his knowledge and coach up fellow investors to achieve the same — if not better — results in real estate.

Listen in on this episode and learn the significance of having the right mindset in your pursuit of your real estate investing goals. Ketan talks about how you can get rid of imposter syndrome and why embracing both your strengths and weaknesses is the key to doing more. Ketan and I will also talk about the importance of having a “why” in your real estate journey and the steps he took to make his transition from pharmacy to real estate.

[00:01 - 02:52] Opening Segment

Welcoming Ketan to the show
Ketan shares his background

[02:53 - 10:43] Equip Yourself with the Right Mindset

Getting rid of imposter syndrome
Why you shouldn’t compare yourself to others
The importance of accepting your strengths and weaknesses
Ketan on leaping from pharmacy to real estate
Having a plan is the key

[10:44 - 20:14] It’s All About Having That “Why”

Starting your journey by having a strategy
Break down your goals
Your “why” will be the game-changer
You just need to figure out the next step

[20:15 - 27:36] Don’t Be Afraid to Take the Leap

What made Ketan want to transition from pharmacy to real state
Choosing possibilities vs. choosing limitations
Real estate is a business
How Ketan learned more about real estate investing

Tweetable Quotes:

“You have to understand that when we compare, we are comparing to how somebody looks on the outside to what we feel and believe on the inside, and this is always going to put us into not a good vantage point.” - Ketan Patel

“The key is coming up with a strategy plan, so your chances of success are exponential, instead of just not having a plan and hoping something's just going to work.” - Ketan Patel

“It might take a year for you to do that, it might take a month, it might take a week, we don't know that. The point is coming up with a powerful goal that is motivating you to take action and also having a powerful reason why you want to do that. That's the game-changer.” - Ketan Patel

Connect with Ketan on LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is Part 4 of my conversation with Tim Lyons. Tim is a Principal and Managing Partner at Cityside Capital. With millions of dollars in their portfolio and countless investors advised, Cityside makes the best real estate investments. The company does not only help people invest smartly — they also help first-time investors understand the language of investing, so they can invest with confidence. Tim is also a firefighter in New York and formerly an ER nurse.

Hop right in on this episode and figure out how you can kick-start your real estate investing journey in the right direction. Tim talks about how he started his own real estate business and shares his thoughts on good debt vs. bad debt. Tim and I also talk about how investing in real estate can help you make an impact on other people’s lives. Listen in!

[00:01 - 11:57] Making People’s Lives Better through Real Estate Investing

Tim and I talk about my real estate investing Facebook community
Changing people’s lives through real estate
Making an impact by the little things
Real estate is a people business

[11:58 - 21:25] Creating Your Own Options with Real Estate

How investing in real estate helps you create your own options
You can’t save your way to wealth
Tim and I on Dave Ramsey’s model
Good debt vs. bad debt

Tweetable Quotes:

“The cool thing about multifamily, too, [is that] it's not just about making money, it's about improving the lives of your residents, improving the lives of your community members.” - Angel Williams

“Knowing that it's a people business and not a numbers business will change your perspective. … They get into it for the numbers, but once you start getting into this space, you realize that it's so much more than just a numbers thing.” - Angel Williams

“Are we trying to maximize this for the property to do well? Absolutely. But again, you're giving somebody a clean, safe, affordable place to live that they can be proud of, that they're gonna take ownership in. And it's just, to me, it's a win-win-win.” - Tim Lyons

Connect with Tim on LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is Part 3 of my conversation with Tim Lyons. Tim is a Principal and Managing Partner at Cityside Capital. With millions of dollars in their portfolio and countless investors advised, Cityside makes the best real estate investments. The company does not only help people invest smartly — they also help first-time investors understand the language of investing, so they can invest with confidence. Tim is also a firefighter in New York and formerly an ER nurse.

Hop right in on this episode and figure out how you can kick-start your real estate investing journey in the right direction. Tim talks about how he started his own real estate business and shares his thoughts on the importance of having coaches and mentors. Tim and I also talk about how you can get involved in multifamily real estate investing right now and how you can get more educated about real estate for free. Listen in!

[00:01 - 10:43] How You Can Get Involved in Real Estate Right Away

Different ways to get into multifamily
Why multifamily real estate investing is a team sport
Your time is an investment too
Why it doesn’t take a lot of money to get started
What can you add to the team?

[10:44 - 20:34] Ways to Get Educated in Real Estate for FREE

Getting into syndications
Using your self-directed retirement account to invest
Everyone has to start somewhere
Free resources you can use to get educated about real estate investing
It’s all about having options

Tweetable Quotes:

“There are so many ways that you could potentially get involved, and that's the beauty of, to me, multifamily, but real estate in general.” - Tim Lyons

“It doesn't take a ton of money to get started, but it does take some. If you have none, there are ways to add value to people. You could get started, you got to plant that seed and just water that seed, and eventually, it's going to grow. There's no doubt about it.” - Tim Lyons

Connect with Tim on LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is Part 2 of my conversation with Tim Lyons. Tim is a Principal and Managing Partner at Cityside Capital. With millions of dollars in their portfolio and countless investors advised, Cityside makes the best real estate investments. The company does not only help people invest smartly — they also help first-time investors understand the language of investing, so they can invest with confidence. Tim is also a firefighter in New York and formerly an ER nurse.

Hop right in on this episode and figure out how you can kick-start your real estate investing journey in the right direction. Tim talks about how he started his own real estate business and shares his thoughts on the importance of having coaches and mentors. Tim and I also talk about the importance of having a clear set of goals and how you can get more educated about real estate for free. Listen in!

[00:01 - 09:15] Managing Your Properties More Efficiently

Why being a landlord isn’t all that scary
The many ways to invest passively in real estate
The advantage of having property managers
Tim talks about being an LP (limited partner)
Who, not how

[09:16 - 23:35] Goal-Setting, Networking, and Having the Right Mindset

Brokers investing in real estate: conflict of interest?
Being clear on your goals is the key
How to make connections with mentors and other investors
The antidote to fear is education
Shifting your mindset
Having 20 units vs. 120 units

Tweetable Quotes:

“My best piece of advice is to have clarity. When you have clarity about what it is that you're looking to do, whether it's to create passive income, retire in 10 years, retire in 30 years, pay for your kids’ college, pay for your daughter's wedding, whatever it is, if you have clarity, you will find a way to make it to that endpoint.” - Tim Lyons

“The antidote to fear is education. … When there are people who want to learn, there is a tremendous amount of resources out there.” - Tim Lyons

“The more people that you can meet in this space, the more opportunities that kind of just present themselves to you.” - Tim Lyons

Connect with Tim on LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

In this episode, I welcome Tim Lyons! Tim is a Principal and Managing Partner at Cityside Capital. With millions of dollars in their portfolio and countless investors advised, Cityside makes the best real estate investments. The company does not only help people invest smartly — they also help first-time investors understand the language of investing, so they can invest with confidence. Tim is also a firefighter in New York and formerly an ER nurse.

Hop right in on this episode and figure out how you can kick-start your real estate investing journey in the right direction. Tim talks about how he started his own real estate business and shares his thoughts on the importance of having coaches and mentors. Tim and I also talk about the possibility of helping our own communities learn about real estate investing and financial freedom. Listen in!

[00:01 - 04:24] Opening Segment

Welcoming Tim to the show
Tim’s background as a firefighter and a nurse
How he got into real estate investing

[04:25 - 15:08] Kickstarting Your Real Estate Journey

The two most important things to consider when starting in real estate
How “Rich Dad Poor Dad” sparked his interest in real estate investing
Leaving his nursing job to invest in real estate
How Tim got educated in the early stages of his career
The importance of having coaches and mentors
Taking action is the key

[15:09 - 26:05] Educating Your Community about Real Estate

Helping the community learn about real estate
There’s a lot out there, you just have to look for them
Real estate and taxes
Sharing information to others about real estate investing

Tweetable Quotes:

“I feel and I have felt like a lot of people out there who have those feelings of ‘How do I get started?’ or ‘What should I do?’, and it's really by two things: it's by educating yourself and then taking action.” - Tim Lyons

“Only when I started taking action did my business really start taking off. You can hear all the ways about how to lose weight or how to get a crazy body at the gym, but if you don't take action and do those things, you will never attain what it is that you want to attain.” - Tim Lyons

Connect with Tim on LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is Part 2 of my conversation with Nate and Bethany Smith! Nate and Bethany, a.k.a. “Your CashFlow Couple” have a background in military service and real estate and are currently with The Miliare Group. Their mission is to help individuals and families achieve financial security & independence so they can pursue what matters! Nate and Bethany provide complementary and customized plans and strategies to help their clients reach their goals and take an education approach to empower their clients to make informed decisions.

Hop right in on this episode and learn more about how to achieve financial freedom while being able to make a positive impact on others! Nate and Bethany share their ‘why’ in investing in real estate and their passion for helping other people achieve their financial goals. They also talk about the real estate joint venture (JV) model and how they are making an impact on other people through real estate and financial services. Listen in!

[00:01 - 11:06] The Real Estate Joint Venture Model

Nate and Bethany talk about Real estate JV (Joint Venture)
How real estate JV works
Figuring out a model that works for you

[11:07 - 27:11] Making a Positive Impact Through Next-Level Wealth

What they love about passive investing and asset management
The difference between being broke and poor
The motivation of giving back to people
What’s your “why”?
It’s not all rainbows and butterflies

[27:12 - 30:56] Closing Segment

The importance of having financial literacy early on
Closing words

Tweetable Quotes:

“I'd say the biggest thing for us is we're trying to design a life around cash flow, I'm not necessarily trying to run a huge real estate operation where it's more like a job than it is like a business. And so that's what I love about our financial businesses, it's something else, I'll scale and owe an agency that will pay me for the rest of my life. “ - Nate Smith

“That's what attracted me to the whole idea of real estate investing – the ability to build something that will operate and function, that you don't have to necessarily be extremely actively involved in. High-level asset management is my goal at everything. Whether it's financial services, real estate, whatever it gets to, it's just being in that role where you just kind of oversee the overseer” - Nate Smith

“I think there's a big difference between being broke and poor. Broke is a choice, poor is a mindset.” - Nate Smith

“Money doesn't create good character, it amplifies what you already have.” - Angel Williams

Connect with Nate and Bethany on LinkedIn:

Nate Smith: https://www.linkedin.com/in/therealnatesmith/

Bethany Smith: https://www.linkedin.com/in/bethany-smith-92a05497/

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

In this episode, I welcome Nate and Bethany Smith! Nate and Bethany a.k.a. “Your CashFlow Couple” have a background in military service and real estate and are currently with The Miliare Group. Their mission is to help individuals and families achieve financial security & independence so they can pursue what matters! Nate and Bethany provide complementary and customized plans and strategies to help their clients reach their goals and take an education approach to empower their clients to make informed decisions.

Hop right in on this episode and learn more about how to achieve financial freedom while being able to make a positive impact on others! Nate and Bethany share their ‘why’ in investing in real estate and their passion for helping other people achieve their financial goals. They also share their thoughts on the current state of finance in general and how they manage their finances during uncertain times. Listen in!

[00:01 - 11:11] What’s Your ‘Why’?

Welcoming Nate and Bethany to the show
They share their backgrounds
Being the ‘Cashflow Couple’
Where they are in their real estate journey
The ‘why’ that keeps them going

[11:12 - 20:35] Making a Big Impact on Others through Real Estate

What it actually takes to make an impact
It’s not about how much you make, it’s what you do with it
We talk about the infinite banking concept

[20:36 - 29:10] Managing Your Finances during Uncertain Times

Inflation and keeping money on the banks
Making sure there’s flexibility
Nate and Bethany talk about The Miliare Group’s services

Tweetable Quotes:

“It takes money to have a big impact. You can have a big impact on your own, but time is limited. Money has a way to expand and compound on time and give you more opportunities, so it's a big part of why we're pushing so hard, to do all the things that we do. And we just love helping people. We get a lot of joy out of it.” - Nate Smith

“It doesn't always come down to how much you make or how you make your money. It's what you do with what you make.” - Nate Smith

Connect with Nate and Bethany on LinkedIn:

Nate Smith: https://www.linkedin.com/in/therealnatesmith/

Bethany Smith: https://www.linkedin.com/in/bethany-smith-92a05497/

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is Part 2 of my conversation with Brian C. Adams. Brian is a recovering attorney hailing from a family office background dedicated to providing investors with direct access to institutional alternative investments that can generate passive income in a tax-efficient manner. Brian currently serves as Principal for Excelsior Capital in which he founded in 2019 and oversees acquisitions, operations, and capital raising efforts. In addition, he frequently participates in speaking engagements focused on providing the real estate investment community with a real and honest outlook of the commercial real estate market so intelligent investment decisions can be made.

Listen in on this episode and learn more about diversifying investments and real estate metrics. Brian will talk about how the commercial real estate space has changed during the COVID-19 pandemic and his thoughts on the status of office spaces moving forward. He also talks about venture capital and impact investing. Join us and listen in!

[00:01 - 11:55] Changes in Commercial Real Estate During the Pandemic

Demographic changes in rental properties
Brian on the millennial generation moving to suburban markets
The suburban commercial real estate market during the COVID-19 pandemic
Why office spaces are still here to stay moving forward
Is training or onboarding people virtually effective?

[11:56 - 21:29] The Investing World: Real Estate, Venture Capital, and Impact Investing

Brian on moving from being a lawyer to being in real estate and finance
What Brian loves about real estate investing
How Brian started his company
Having scars is a part of an entrepreneur’s journey
Investing in the venture capital space
Brian talks about impact investing
How you can connect with Brian

Tweetable Quotes:

“Demographics are destiny in commercial real estate, so going to where people are moving is going to impact commercial real estate across the spectrum, regardless if you're doing single-family homes, multifamily, self-storage, etc.” - Brian C. Adams

“We think [how] we lived the last six months is how we're going to live the next six years, but the reality is probably somewhere in the middle. We can take a lot of positives that came from working from home and incorporate them into our daily life, but I don't think this is going to be a secular decline like we've seen in retail. I think the office is still gonna be a big part of our professional life moving forward.” - Brian C. Adams

Connect with Brian on LinkedIn!

Excelsior Capital: https://www.excelsiorgp.com/

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

In this episode, I welcome Brian C. Adams! Brian is a recovering attorney hailing from a family office background dedicated to providing investors with direct access to institutional alternative investments that can generate passive income in a tax-efficient manner. Brian currently serves as Principal for Excelsior Capital in which he founded in 2019 and oversees acquisitions, operations, and capital raising efforts. In addition, he frequently participates in speaking engagements focused on providing the real estate investment community with a real and honest outlook of the commercial real estate market so intelligent investment decisions can be made.

Listen in on this episode and learn more about family offices, diversifying investments, and real estate metrics. Brian will talk about how a family office serves as an avenue for families to maintain a quality of life across generations. He will also talk about the metrics he focuses on when looking for locations to invest in. Join us and listen in!

[00:01 - 13:38] What is a Family Office?

Welcoming Brian to the show
Defining a family office
The family office mindset
Entry points to a family office
Why it’s important to be empathetic
A family office is a small business

[13:39 - 22:00] Diversification and Real Estate Metrics

What Brian invests in
Brian on diversifying investments
The metrics Brian focuses on when looking for investment locations
Brian talks about the “CEO test”

Tweetable Quotes:

“It's not about the money in the bank account or the number of zeros. It's a mindset. When you are operating under a family office mindset, you're acting as a steward of a corpus of capital, and the goal is to maintain a quality of life and a certain cost of living over multiple generational time horizons, and you're hoping to not pay taxes.” - Brian C. Adams

“What we look for is not necessarily what the price is versus new construction, but what the price is versus replacement rents.” - Brian C. Adams

Connect with Brian on LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is Part 2 of my conversation with John Culbertson. John helps private investors get their money working with good, safe interest income that will maximize their investment dollars while minimizing their risk. John has designed several attractive programs to work with individual investors. By working with clients directly, John has been able to cut out the "middle man" --- the banks. Why should you be paid only a paltry 1-2% for your hard-earned money when you can earn as much as the banks? John and the company he works for help the community by improving the homes they purchase and building better neighborhoods by helping those who need good, safe housing.

Hop right in on this episode and learn more about short sales and how they work. John also talks about unpredictability in the real estate market and why it’s important to be cautious during these times. Listen in!

[00:01 - 16:12] Unpredictability in the Real Estate Market

Seeing the happiness in sellers after a short sale deal
John on investors being more cautious nowadays
Why it’s hard to predict the next situations in real estate
Why it’s important to be cautious during these times of uncertainty
Why the stimulus is a ‘band-aid’ solution
Evictions during the pandemic

[16:13 - 21:11] Rising from the Bottom of a Recession

Why those with cash and lines of credit will do great
How Donald Trump started at a bottom of a recession
Timing is everything
Final thoughts

Tweetable Quotes:

“We closed it two months ago, and the seller was overwhelmingly happy and gave me one of the best thank you letters that I've gotten in my career. That's the positive thing. The sellers are happy they get to walk out of their house with their heads held up high [because] they did not go to foreclosure.” - John Culbertson

“This is unprecedented, what we're going through. An abundance of caution I think will pay off. If you see a great deal, go for it, but don't be eager to do something right now. Wait and see where the dust settles.” - John Culbertson

Connect with John on LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

In this episode, I welcome John Culbertson! John helps private investors get their money working with good, safe interest income that will maximize their investment dollars while minimizing their risk. John has designed several attractive programs to work with individual investors. By working with clients directly, John has been able to cut out the "middle man" --- the banks. Why should you be paid only a paltry 1-2% for your hard-earned money when you can earn as much as the banks? John and the company he works for help the community by improving the homes they purchase and building better neighborhoods by helping those who need good, safe housing.

Hop right in on this episode and learn more about short sales and how they work. John breaks down short sales to detail and shares why this type of transaction is the most challenging one in the real estate business. Listen in!

[00:01 - 13:39] Breaking Down Short Sales

Welcoming John to the show
What is a short sale?
Why short sale is the toughest real estate transaction
The positive impact of a short sale

[13:40 - 22:58] What You Need to Know Before Going Through Short Sales

John on trustee sales
Dealing with title issues
Properties don’t have to be thrown away
Why cooperation from the seller is important
The whole process of short sales

Tweetable Quotes:

“Short sale gets them out of their situation without having a foreclosure on their credit report. When they are approved, and we close a transaction, what goes on our credit report is satisfied or settled.” - John Culbertson

“These are deals that everybody throws in the trash, but they don't have to be. If you got somebody knowledgeable and an expert in these things, we will get them done.” - John Culbertson

Connect with John on LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is Part 2 of my conversation with Casey Dehle Smith. Casey is the owner of Atlas Transaction Coordinating Services, a team of expert transaction coordinators that handle deals from executed to close. Casey and her company specialize in investor deals, creative financing, assignments, etc. They also communicate with all parties, clear title issues, and help clients close more deals.

Hop right in on this episode and find out how transaction coordinators can make handling your deals more efficient. Casey talks about what transaction coordinators are, the nature of their job, and why they play such critical roles in ensuring that real estate transactions are smooth, well-ordered, and are free from miscommunication. Join us and listen in!

[00:01 - 10:26] How a Transaction Coordinator Will Help You in Scaling Your Business

I ask Casey for a recommendation regarding a particular legal situation
Dealing with incorrect or insufficient documents
Title companies are not always right
The type of person that will thrive in the position of a Transaction Coordinator
Why a Transaction Coordinator is necessary to scale your real estate business

[10:27 - 29:37] Going Forward Requires Taking a Step Back

How Casey started her company
The importance of a team in a business’ success
Casey on working with Virtual Assistants
We are our worst enemies
Why taking a break is key to being more effective
How you can connect with Casey

Tweetable Quotes:

“It takes a really special type of person to love the chaos and the frustration, but I think [those] people thrive in this position.” - Casey Dehle Smith

“Unless you have a small operation where you're just taking properties for yourself, it is impossible to scale and grow without a TC (Transaction Coordinator). You're increasing your transactional risk every single time by not having somebody there to help manage it. Deals fall through left and right. Think about how much time you put into that deal. It's crazy to just let it go.” - Casey Dehle Smith

“Keep your momentum, but keeping momentum means resting as well, instead of quitting or having the house burned down. Because you [wouldn’t] figure out how to get to that next phase of growth. You hit your ceiling, and you have to figure out how to get past that ceiling.” - Casey Dehle Smith

“Don't let yourself down first. Always remember that. Because at the end of the day, if you burn out, then it just fades away, and no one gets to see what happened and how you persevered through it. At the end of the day, you're just relating to one extra person in your process.” - Casey Dehle Smith

Connect with Casey on LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

In this episode, I welcome Casey Dehle Smith! Casey is the owner of Atlas Transaction Coordinating Services, a team of expert transaction coordinators that handle deals from executed to close. Casey and her company specialize in investor deals, creative financing, assignments, etc. They also communicate with all parties, clear title issues, and help clients close more deals.

Hop right in on this episode and find out how transaction coordinators can make handling your deals more efficient. Casey talks about what transaction coordinators are, the nature of their job, and why they play such critical roles in ensuring that real estate transactions are smooth, well-ordered, and are free from miscommunication. Join us and listen in!

[00:01 - 12:52] What is a Transaction Coordinator?

Welcoming Casey to the show
Casey shares her background
The job of a transaction coordinator
The advantages of having a transaction coordinator
How Casey got into transaction coordinating

[12:53 - 27:19] Why Transaction Coordinators are Critical to the Success of Your Deals

Every deal is different
Casey talks about handling transactions during the pandemic
Helping clients enter new markets
Why Transaction Coordinators are significant in real estate
What makes transactions fall apart
Websites you can use to make handling your deals more efficient

Tweetable Quotes:

“We have people that have a have a termination rate of like 5%, and then we've got some [with] 50. You have to ask yourself, what's the difference? We can pinpoint it most of the time because we just see it on repeat why things are falling through a lot of times. It's just a lack of communication and truly just bad deal structuring.” - Casey Dehle Smith

“There are so many ways a transaction coordinator can be a huge asset to your deal. I think that most people hire incorrectly in this position. Like I said before, they're just hiring admins that are just waiting to be told what to do, and you do not want that as an investor. You truly don't, because time is money here.” - Casey Dehle Smith

Connect with Casey on LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 3 of my conversation with Dr. Jamil Sayegh. Dr. Jamil is an international life, business, and relationship coach, integrative naturopathic physician, master NLP practitioner, and the author of 20 Steps to Your Next Breakthrough. He works with leaders and high performers from all walks of life including world champion athletes, best-selling authors, entrepreneurs, business professionals, and more to create an extraordinary life without regret.

Listen in on this episode and learn how you can create a more meaningful life! Dr. Jamil talks about how we can achieve more fulfillment in our lives by having compassion for ourselves and realizing that hardships are temporary. He also shares his thoughts on goal-setting, happiness, and decision-making. Join us now!

[00:01 - 10:50] Having Problems and Bad Days

Dr. Jamil on introversion and connecting with people
The impact of having someone listening to you
Problems are just situations
Why bad days don’t exist
It’s all about practice

[10:51 - 21:58] Creating Your Identity

Why your identity follows your behavior
You create your identity
All you have to do is make that commitment
How are you defining yourself?
How you can connect with Dr. Jamil

Tweetable Quotes:

“The only reason why you can't connect with people is because you're not willing to connect with people. The only reason why you can't connect with people is because you tell yourself stories about what connecting with them would mean.” - Dr. Jamil Sayegh

“It's not the thing itself that's the problem, it's us in relation to it.” - Dr. Jamil Sayegh

“Not having a bad day is a choice. Because just like problems don't exist, bad days don't exist. Only days exist, only situations exist. We choose if they're good or bad.”- Dr. Jamil Sayegh

“Anything that inspires you, it's already in you. It's just a matter of choosing it.”- Dr. Jamil Sayegh

“Your identity always follows your behavior.” - Dr. Jamil Sayegh

Connect with Dr. Jamil on LinkedIn and Facebook!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 2 of my conversation with Dr. Jamil Sayegh. Dr. Jamil is an international life, business, and relationship coach, integrative naturopathic physician, master NLP practitioner, and the author of 20 Steps to Your Next Breakthrough. He works with leaders and high performers from all walks of life including world champion athletes, best-selling authors, entrepreneurs, business professionals, and more to create an extraordinary life without regret.

Listen in on this episode and learn how you can create a more meaningful life! Dr. Jamil talks about how we can achieve more fulfillment in our lives by having compassion for ourselves and realizing that hardships are temporary. He also shares his thoughts on goal-setting, happiness, and decision-making. Join us now!

[00:01 - 13:05] Self-care is Critical for Productivity and Growth

Breaking down a big goal into steps
Avoiding burnout by taking care of yourself
Why self-care is not selfish
The effect of playing and having fun in business
Where are you giving your power to?

[13:06 - 25:57] Don’t Let Your Struggles Define You

The negative impact of dwelling
Reconnecting with your power
Just keep going!
A diamond is only formed under pressure
Tough people do tough things
There’s an end to each suffering
You’re not alone!

Tweetable Quotes:

“You only ever have one thing to do at a time: the next thing. That's the only thing you ever have to do, and people get overwhelmed because they focus on all the steps.” - Dr. Jamil Sayegh

“If you have a gift, if you've got a platform, if you've got something that you want to give the world, you want to contribute in some way, and you want to do it over a long period of time sustainably, you only do that by taking care of yourself.” - Dr. Jamil Sayegh

“When we're trying to do everything at once, trying to take 1000-foot leaps instead of one step at a time, that's what causes our problems.”- Dr. Jamil Sayegh

“Just keep going when you're on that journey. Stopping and just dwelling on it doesn't help you. If you're going to stop, at least process the emotion and reflect on it and get something from it. Use it, don’t let it use you.” - Dr. Jamil Sayegh

Connect with Dr. Jamil on LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

In this episode, I welcome Dr. Jamil Sayegh! Dr. Jamil is an international life, business, and relationship coach, integrative naturopathic physician, master NLP practitioner, and the author of 20 Steps to Your Next Breakthrough. He works with leaders and high performers from all walks of life including world champion athletes, best-selling authors, entrepreneurs, business professionals, and more to create an extraordinary life without regret.

Listen in on this episode and learn how you can create a more meaningful life! Dr. Jamil talks about how we can achieve more fulfillment in our lives by having compassion for ourselves and realizing that hardships are temporary. He also shares his thoughts on goal-setting, happiness, and decision-making. Join us now!

[00:01 - 05:36] Opening Segment

Welcoming Dr. Jamil to the show
Dr. Jamil’s background
Looking back at Dr. Jamil’s speech during the summit

[05:37 - 11:01] The True Meaning of Happiness

Why our children are not our property
What is happiness?
Knowing yourself
Being yourself
Loving what is

[11:02 - 22:36] How You Can Create a Meaningful Life

Focusing on the now
Making meaningful decisions
Having compassion for ourselves
Goals are designed to inspire us
Why you are running a race of one
Emotions are always temporary

Tweetable Quotes:

“I think it's a judgment of it's not supposed to be the way that it is right now is what creates the suffering, versus allowing it to be as it is now because it is that way.” - Dr. Jamil Sayegh

“The keys to happiness is knowing yourself, being yourself, and then loving what is.” - Dr. Jamil Sayegh

“I create a meaningful life by creating a meaningful day, and I create a meaningful day by making a meaningful decision right now.” - Dr. Jamil Sayegh

“We've all gone through hardships in some respect, varying degrees of it, and we've all survived it. You've been through so many hard things in your life already, and as hard and difficult as they were, you got through them. Any hardship you're going through now, it won't be any different.” - Dr. Jamil Sayegh

“Goals are designed to inspire you, they're designed to excite you. The moment they don't do that anymore, those shouldn't be your goals.” - Dr. Jamil Sayegh

“Each of us is running a race of one. We're not competing against anybody else. We're only competing against ourselves, who we were yesterday.” - Dr. Jamil Sayegh

Connect with Dr. Jamil on LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 3 of my conversation with Michael Morawski. Mike is a 30+ year real estate investment professional who has controlled over $285 mm in real estate transactions, and syndications. Mike is a real estate investment consultant trainer & coach, author & public speaker. He also has a wide experience in residential, multifamily sales, investing & property management. Michael has a strong personal resilience and a deep desire to help others live extraordinary life through smart, strategic real estate investing. Over his career, Michael has trained and coached hundreds of real estate investors to fulfill their financial dreams and live extraordinary lives.

Let’s jump right into this episode and learn more about how Mike was able to scale his real estate business successfully. He’s going to talk about the strategies that he did and the principles he believed in to get to where he is today. Join us and listen in!

[00:01 - 04:31] Productive Debt and Making an Impact

Why there’s a lot of military people in the real estate investing space
We talk about productive debt
Creating an impact on others through real estate

[04:32 - 13:58] The Role of Coaching in Scaling Your Real Estate Business

What made Mike want to jump into multifamily
- Making a good profit on his first deal
How Mike scaled his real estate business so fast
Why coaching is important
- Teaching children about business early on

[13:59 - 22:16] Creating an Exit Plan for Your Real Estate Deals

Mike talks about his book, ‘Exit Plan’
- Why it’s important to have an exit plan on your deals
- Mike shares a coupon code!
Strategies in getting out of a deal
- Recapitalizing
- Bringing a partner in
Closing words

Tweetable Quotes:

“My coach continually challenged me, continually put more in front of me, continually gave me new techniques and new things, helped me self-discover that I could do more, and that I wanted more. That's what coaching does, it's self-discovery.” - Mike Morawski

“It’s all about the individual and how much you're willing to push it. Just make the decision if that's what you want to do, and just do it.” - Angel Williams

Connect with Mike on Facebook, Instagram, and LinkedIn!

Resources Mentioned:

Exit Plan by Mike Morawski
My Core Intentions

Use the code ‘The Academy’ for a free download!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This is part 2 of my conversation with Michael Morawski. Mike is a 30+ year real estate investment professional who has controlled over $285 mm in real estate transactions, and syndications. Mike is a real estate investment consultant trainer & coach, author & public speaker. He also has a wide experience in residential, multifamily sales, investing & property management. Michael has a strong personal resilience and a deep desire to help others live extraordinary life through smart, strategic real estate investing. Over his career, Michael has trained and coached hundreds of real estate investors to fulfill their financial dreams and live extraordinary lives.

Let’s jump right into this episode and learn more about how Mike was able to scale his real estate business successfully. He’s going to talk about the strategies that he did and the principles he believed in to get to where he is today. Join us and listen in!

[00:01 - 07:46] The Right Mindset to Have When Starting Out

Transitioning from the construction business to real estate
Learning real estate sales
Going to the apartment business
His mindset entering the real estate industry
Knowing your why is important

[07:47 - 18:01] Why You Can’t Operate Out of Emotion

Starting out with single-family
Growing the number of units he owns
Why you can’t fall in love with the deal
The role of a devil’s advocate in your team
Getting emotionally involved in deals

[18:02 - 27:23] Education is Critical at the Beginning of Your Journey

Why education is critical if you’re starting in real estate investing
There are so many teaching platforms out there
How Mike learned about the basics in investing and finance
Why asking questions is more important than you think

Tweetable Quotes:

“What’s your why? You can have a goal [like] ‘Hey, I want to go make more money.’ But let's be specific, and let's figure out why we want to make more money.” - Mike Morawski

“Everybody picks a lifestyle. Everybody picks what they want to do. And if you want to do it, you can do it.” - Mike Morawski

“If you ask enough and you ask the right questions, you get answers that are logical.” - Mike Morawski

Connect with Mike on Facebook, Instagram, and LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

In this episode, we have Michael Morawski! Mike is a 30+ year real estate investment professional who has controlled over $285 mm in real estate transactions, and syndications. Mike is a real estate investment consultant trainer & coach, author & public speaker. He also has a wide experience in residential, multifamily sales, investing & property management. Michael has a strong personal resilience and a deep desire to help others live extraordinary life through smart, strategic real estate investing. Over his career, Michael has trained and coached hundreds of real estate investors to fulfill their financial dreams and live extraordinary lives.

Let’s jump right into this episode and learn more about how Mike was able to scale his real estate business successfully. He’s going to talk about the strategies that he did and the principles he believed in to get to where he is today. Join us and listen in!

[00:01 - 07:02] Opening Segment

Welcoming Mike to the show
Mike’s background
- His wide experience in real estate investing
- Learning something new every day
Mike and I talk about the status of real estate in the COVID-19 pandemic

[07:03 - 21:02] Community Building and Deal Evaluation

Building a community through real estate
- Mike talks about tenant retention
- Tenants vs. residents
Managing your property investments
- Why I didn’t want to self-manage
- Delegating tasks to somebody else
Things to look for in a deal evaluation
- Population growth and demographics
Legacy building through real estate investing

[21:03 - 26:35] Achieving Success in Real Estate Investing

Leveraging time to knowledge
Massive action leads to massive results
The amount of work Mike had to put in to be successful
There’s so much to learn about real estate investing
Learning how to bounce back from adversity
What inspired Mike to invest in real estate

Tweetable Quotes:

“One of the things I always say is ‘Success leaves clues'. If you find something, find someone that's been successful for specific reasons, follow that, and figure out what they did.” - Mike Morawski

“I'm a firm believer that massive action creates massive results. The more activity you put in, the more results you're gonna get.” - Mike Morawski

“It's not about what happened to you, but it's about how you handle what happened to you.” - Mike Morawski

Connect with Mike on Facebook, Instagram, and LinkedIn!

Resources Mentioned:

Trump: The Art of the Deal

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 4 of my conversation with Seyla and Aileen Prak. Seyla is an experienced Information Technology Director, and Aileen is a Finance Team Lead at the NASA Jet Propulsion Laboratory. Outside their jobs, Seyla and Aileen invest in real estate properties. They started out with house hacking and later on moved to the single-family and multifamily space.

Let’s jump right into this episode and learn more about how they transitioned from house hacking to multifamily syndications and why education about real estate investing is critical for the long term.

[00:01 - 09:27] Learning More About Real Estate by Connecting with People

Transparency in educating people goes a long way
Seyla and Aileen talk about their podcast
The impact of having conversations with people

[09:28 - 21:33] Infinite Banking and Other Things to Learn About Real Estate

There’s so much to learn out there
- We talk about the book ‘Hidden Investing’
- The concept of infinite banking
Seyla and Aileen’s favorite part of being in real estate
- Connecting with people
- Learning from different ideas
We talk about tax in real estate

Tweetable Quotes:

“There is that big part of me that believes that if we educate as many people as we can on the types of people that are investing in real estate, it can change the way people view it.” - Angel Williams

“For me, I really love meeting people and just learning from everybody. Having all the people that we've been meeting [with] this abundance mindset and just wanting to share all their knowledge with us has just been totally eye-opening.” - Aileen Prak

Connect with Seyla on LinkedIn!

Connect with Aileen on LinkedIn!

Resources Mentioned:

Hidden Investing

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 3 of my conversation with Seyla and Aileen Prak. Seyla is an experienced Information Technology Director, and Aileen is a Finance Team Lead at the NASA Jet Propulsion Laboratory. Outside their jobs, Seyla and Aileen invest in real estate properties. They started out with house hacking and later on moved to the single-family and multifamily space.

Let’s jump right into this episode and learn more about how they transitioned from house hacking to multifamily syndications and why education about real estate investing is critical for the long term.

[00:01 - 09:55] What It’s Like Being a Woman in a Male-dominated Industry

The impact of finding the right mentor
Aileen describes working in a male-dominated industry
I share my thoughts on being a female in the real estate industry

[09:56 - 21:46] Staying Motivated in Real Estate

Why Seyla and Aileen made the leap to the multifamily space
- Multifamily’s scalability
- Syndication is a ‘team sport’
Seyla and Aileen talk about their podcast
- Learning from their guests about the syndication space
How they keep motivated
- Don’t focus on the no’s
- Continue to build on your belief tables

Tweetable Quotes:

“You don't focus on the negative side of things. When you get that one yes, it's like a huge win, and it overcomes everything else.” - Aileen Prak

“Don’t let your saboteurs get in the way of everything. You just continuously build on your belief tables and build up stronger legs to hold up your table.” - Aileen Prak

Connect with Seyla on LinkedIn!

Connect with Aileen on LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 2 of my conversation with Seyla and Aileen Prak. Seyla is an experienced Information Technology Director, and Aileen is a Finance Team Lead at the NASA Jet Propulsion Laboratory. Outside their jobs, Seyla and Aileen invest in real estate properties. They started out with house hacking and later on moved to the single-family and multifamily space.

Let’s jump right into this episode and learn more about how they transitioned from house hacking to multifamily syndications and why education about real estate investing is critical for the long term.

[00:01 - 08:43] Why Your Support System Matters in Real Estate Investing

The impact of getting support in real estate
- Seyla and Aileen talk about their support system in the multifamily space
- Why there’s no such thing as a small goal with the right support system
Dealing with self-doubt
- Just keep moving forward
- Success is a moving target
- Surround yourself with the right people

[08:44 - 16:28] Real Estate Investing in the Middle of a Pandemic

Changes brought by the pandemic
- The current situation in California
- Schooling during a pandemic
- Healthcare workers are our heroes
Real estate investment advice for the present time
- Be conservative
- Get yourself educated

[16:29 - 23:00] The Advantage of Having a Mentor

Why having a mentor is important if you’re starting out
Investing in yourself
There’s always a mentor out there for everyone

Tweetable Quotes:

“There's no such thing as a small goal. And as long as you have a goal, especially in this multifamily space or in the real estate space in general, there are so many supports, and there's always people to help you out and guide you.” - Seyla Prak

“If you're investing with somebody, just make sure that you're always choosing the right sponsor... Because if you can have a great deal, but if the sponsor is not a great one, they can make or break the deal. So you just want to make sure that you can trust them.” - Aileen Prak

Connect with Seyla on LinkedIn!

Connect with Aileen on LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

In this episode, I had the pleasure of speaking with Seyla and Aileen Prak. Seyla is an experienced Information Technology Director, and Aileen is a Finance Team Lead at the NASA Jet Propulsion Laboratory. Outside their jobs, Seyla and Aileen invest in real estate properties. They started out with house hacking and later on moved to the single-family and multifamily space.

Let’s jump right into this episode and learn more about how they transitioned from house hacking to multifamily syndications and why education about real estate investing is critical for the long term.

[00:01 - 05:47] Opening Segment

Let’s bring Seyla and Aileen to the show.
Seyla and Aileen share their backgrounds
- Their current jobs
- How they got into finance and real estate
- Why understanding finance is important for any industry

[05:48 - 16:41] Total House Hacking and Investing in Single-Family Properties

Seyla and Aileen talk about ‘total’ house hacking
Why finding the right tenant is critical
From house hacking to single family
Passive investing
- Educating themselves
- Cash flow is king

[16:42 - 21:59] Moving to the Multifamily Space

Doing a lot of research beforehand
Picking the right sponsors
The books they read to get comfortable with multifamily syndications

Tweetable Quotes:

“The experience that we rented our house, we used that experience in real estate. And when we moved into passive investing, it's helped a lot to have that experience.” - Selya Prak

“That makes it a good partnership. When you have something and you're kind of nervous about it, the other person will help bring the best out of you and kind of pull the reins in a little bit and help redirect you if you need it.” - Aileen Prak

Connect with Seyla on LinkedIn!

Connect with Aileen on LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 4 of my conversation with Rich Groves; he rocks his W2 job as well as his side real estate hustle. He is a Professional Legal Career Coach and Trainer in Phoenix.

Let’s jump right into this episode and learn more about wholesaling and real estate tips.

[00:01 - 13:29] Skip Tracing in Wholesaling

Rich shares his experience in doing direct-mail for wholesaling.
Skip tracing tips to buy the property.
Finding deceased estate in the obituary page list.
The tools in working with deceased relatives' property.
Making an offer for properties.
Capital raising in multi-family homes

[13:30 - 26:52] Social Media Post in Real Estate Business

Rich talks about his real estate virtual and face-to-face meetups schedule.
- For more information or registration, you can visit stlviplist.com.
Creating a links in Facebook posts.
The effect of social media posts on business owners.
Benefits of journaling.
Final words from me and Rich.

Tweetable Quotes:

“When you are skip tracing, make sure that you are searching in the ‘All time’ mode, especially when you are working with deceased estate property”- Rich Groves.

You can connect with Rich on LinkedIn.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 3 of my conversation with Rich Groves; he rocks his W2 job as well as his side real estate hustle. He is a Professional Legal Career Coach and Trainer in Phoenix.

Let’s jump right into this episode and learn more about soft-skill and his goal to do full-time real estate.

[00:01 - 06:29] Various Investment Tools

Commercial loan property.
Rich talks about selling a property that tied in two property mortgages.
The benefits of an equity line of credit.
The infinite banking concept
Various investment tools

[06:30 - 22:11] The Beauty of Wholesaling

Wholesale real estate.
The vision to see the property when it has been fixed.
Why would someone buy a wholesale property?
Put the property under contract at the right price and number.
Building the buyers list.
Buy a longer owned property.

Tweetable Quotes:

“The hard part is having the vision to see what a property is going to look like when it is pretty.”- Henry Ford

“Don’t ever put a property on a contract that you don’t sincerely think you can sell”- Rich Groves

You can connect with Rich on LinkedIn.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 2 of my conversation with Rich Groves; he rocks his W2 job as well as his side real estate hustle. He is a Professional Legal Career Coach and Trainer in Phoenix.

Let’s jump right into this episode and learn more about soft-skill and his goal to do full-time real estate.

[00:01 - 07:00] Cash On Cash Return

Asbestos siding issue.
Cash on cash return evaluation.
Cashing out the equity line of credit.

[07:01 - 19:48] The Courage to Step into Real Estate

Rich talks about how he convinced his friend to do real estate without buying a thing.
If you think you can or can't you're right by Henry ford.
We talk about US political dynamics and the constitution.
Maintaining a healthy relationship with a polar opposite person.
Flat income tax in Illinois.
Fair tax measurement.
Trusting where the money was going.

[19:49 - 23:12] The Government Program and Real Estate

The government program and real estate
Rich shares his experience in buying a house from a tax sale.

Tweetable Quotes:

“if you think you can or can't you're right.”- Henry Ford

“I evaluate based on cash on cash return, and calculate before the mortgage”- Rich Groves.

You can connect with Rich on LinkedIn.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Today I had the pleasure of speaking with the amazing Rich Groves; he rocks his W2 job as well as his side real estate hustle. He is a Professional Legal Career Coach and Trainer in Phoenix.

Let’s jump right into this episode and learn more about soft-skill and his real estate journey,

[00:01 - 07:29] Opening Segment

Let’s bring Rich Groves to the show.
Rich talks about soft skills.
Rich shares the beginning of his real estate journey.

[07:30 - 18:29] The Goal to become A Real Estate Professional

Rich talks about his goal to one day leave his W2 job to become a full-time real estate professional.
Buy and holds project
Hard times in evaluating and screening tenants.

[18:30 - 23:52] Keeping the Emotional out of the business transaction

Not making emotional decisions on a business transaction
Rich talks about the class property he focuses on currently.

Tweetable Quotes:

“Do not make an emotional decision on a business transaction .”- Rich Groves.

“When you have a job that you like, it is not going to push you to do all or nothing in real estate. ”- Rich Groves.

You can connect with Rich on LinkedIn.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 4 of my conversation with the incredible Karl Sona, a podcaster, speaker, and Co-Founder of Streamlined Podcast, the company that we use to help us produce this podcast.

Let’s jump right into this episode and learn more about building your brand and turning your differences into strengths.

[00:01 - 07:55] Sharing Values Through Podcasting

Karl shares the reason he got into podcasting and the values he received.
Adding and sharing values through podcasting.
Overcoming self-criticism.
The intimate level of thinking.

[07:56 - 15:50] Creating Yourself A Seat in The Room

Finding a way to create a seat for yourself in the room.
The fear of making mistakes on the first impression.
Vulnerability and authenticity in building relationships.
Get 10% off for your first month’s package on Streamlined Podcast with code: REIROCKS10.

Tweetable Quotes:

“These days, you’ve got to have some kind of value to offer people in order to get into those rooms where you're having those conversations that build you.”- Karl Sona

“Nobody is as critical of us, as we are on ourselves ”- Karl Sona

“You gotta find a way to create a seat for yourself in the room and use that seat.”- Karl Sona

You can connect with Karl on LinkedIn, or you can also visit his website karlsona.com and check out www.streamlinedpodcasts.com/.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 3 of my conversation with the incredible Karl Sona, a podcaster, speaker, and Co-Founder of Streamlined Podcast, the company that we use to help us produce this podcast.

Let’s jump right into this episode and learn more about building your brand and turning your differences into strength.

[00:01 - 11:10] Networking Strategy as a Tag Team

The importance of knowing each other's strengths and weaknesses.
Find out what the other party is struggling with.
Building a property from the ground up.
Teaching the new generation and others about real estate to find financial freedom.

[11:11 - 23:49] The Importance of Real Estate Exposure and education

The bad effect of Micro-managing.
Using real estate as a vehicle to exit that kind of environment
Self-directed retirement plan.
The lack of education and exposure to real estate.
Opening people’s minds to the new way to do things.
Creating more quality content
The approach with a willingness to learn.

Tweetable Quotes:

“So much of your belief system is the subset of the environment that you have been raised in .”- Karl Sona.

“You would equates things that you do not know about as risk”- Karl Sona.

“Unless you are not exposed or educated to how people like yourself are doing this, you would think it isn’t for you.”- Karl Sona.

You can connect with Karl on LinkedIn, or you can also visit his website karlsona.com.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 2 of my conversation with the incredible Karl Sona, a podcaster, speaker, and Co-Founder of Streamlined Podcast, the company that we use to help us produce this podcast.

Let’s jump right into this episode and learn more about building your brand and turning your differences into strength.

[00:01 - 11:45] Market Your Brand through Podcast

The unique side and benefits of creating podcasts.
Repurposing your content.
Create and attract your tribe with your brand.
Give room for acceptance and the possibility of differences.

[11:46 - 27:59] Turning Differences into Strength

Women in male-dominated industries.
Using your differences as your strength.
Forge a new path where there wasn't much representation of it.
Overcoming your insecurities and toxic self-talk.

[28:00 - 33:19] Networking Through Your Audience

Find a way to be more interested in the person you are talking to.
Creating a connection to build relationships.
Make a seat at the table for yourself.

Tweetable Quotes:

“This is all about relationship building; it is how real estate deals get done.”- Karl Sona.

“Own what you say, and mean what you say”- Karl Sona.

“If you put enough time and effort into your networking skill, you probably be a lot better than what you consider yourself currently .”- Karl Sona.

You can connect with Karl on LinkedIn, or you can also visit his website karlsona.com.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

In this episode, I will be joined by the incredible Karl Sona. He is a podcaster, a passive investor in multifamily, speaker, and Co-Founder and Co-Owner of a Podcast Production Company called Streamlined Podcasts, the company that we use to help us produce this podcast. Karl has developed a diversified portfolio of passive multifamily, equities, and startup investments.

Let’s jump right into this episode and learn more about embracing all the feels and raising kids in diversity.

[00:01 - 04:45] Opening Segment

Karl talks about embracing the differences.

[04:46 - 13:59] Raising Independent, Responsible and Confident Kids

Parenting and raising independent, responsible, and confident kids.
Learn, form, cultivate and build relationships with people that are different from us.
Having a set of people that are very diverse around us makes us grow and be challenged.

[14:00 - 25:04] Embracing All The Feels

Mental ping-pong
Allowing yourself to have a bad day.
Embracing all the feels.
- Let me feel all the feels, whether it is good or bad.
The ability to say what it is that we are actually feeling.

Tweetable Quotes:

“Having a set of people that are very diverse around us, makes us grow and challenged.”- Karl Sona.

“Create a little bit of space between those emotions and see how it becomes a means to something greater..”- Karl Sona.

“Internalization could lead to some challenges if you do not find a healthy way to process what it is you are feeling.”- Karl Sona.

You can connect with Karl on LinkedIn, or you can also visit his website karlsona.com.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 2 of my conversation with Kelly Stinson and Anselmo Torres. Kelly Stinson and Anselmo Torres are colleagues and advocates of water conservation at SAS, Sustainability Solutions, a nationwide provider that focuses on water conservation through the installation of ultra-high-efficiency plumbing fixtures that result in 30%-60% water savings.

Kelly is a National Sales Manager for SAS and is affectionately known as The Potty Princess through her hashtag #ThePottyPrincess. Anselmo Torres is a National Account Manager and the creator of LeakAware.

Let’s jump right into this episode and learn more about his amazing experiences.

[00:01 - 09:04] Financial Returns on Your Investments

Kelly shares some stories about technology fails
Anselmo talks about why so many owners skip over the fixing and replacement of their toilets.
Toilet replacement is one of the quickest financial returns on your investment than any other thing on the property.
- Kelly talks about the result of their financial analysis on their client’s property.
Ansel talks about the number of spendings that you can avoid just by fixing the leak on your toilet.
The importance of calling professionals to handle old properties.

[09:05 - 21:53] Cost Segregation

The upfront costs and benefits calculation.
Free conservative proposals.
Kelly answers some questions about cost segregation in the IRS.
Faucet and shower head upgrade fixtures.
- Drastically reduce the consumption of water but still produce the same power.
Most people are not supportive of water savings showerheads because they are getting the experience of a very poor water pressure.
Final words from Kelly, Anselmo, and me.

Tweetable Quotes:

“A lot can be achieved just through replacing your inefficient fixture.”- Anselmo Torres.

“Most people are not supportive of the water savings showerheads because they are getting the experience of a very poor water pressure.”- Kelly Stinson.

Toilet replacement is one of the quickest financial returns on your investment than any other thing on the property.”- Anselmo Torres.

You can connect with Kelly on LinkedIn and Anselmo on Linkedin, or you can also visit their website sasconserve.com and leakaware.com.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

In this episode, we are going to discuss some ways to boost your NOI (Net Operating Income), specifically in saving water and sewer expenses with none other than Kelly Stinson and Anselmo Torres. Kelly Stinson and Anselmo Torres are colleagues and advocates of water conservation at SAS, Sustainability Solutions, a nationwide provider that focuses on water conservation through the installation of ultra-high-efficiency plumbing fixtures that result in 30%-60% water savings.

Kelly is a National Sales Manager for SAS and is affectionately known as The Potty Princess through her hashtag #ThePottyPrincess. Anselmo Torres is a National Account Manager and the creator of LeakAware.

Let’s jump right into this episode and learn more about his amazing experiences.

[00:01 - 06:14] Opening Segment

Let’s bring Kelly Stinson and Anselmo Torres to the show.
Kelly talks about her background.
Anselmo shares his background story.
Leak alert program.
- Leak aware benefits, especially for multifamily.
- The evaluation insight of water efficiency

[06:15 - 15:59] Boost Your NOI by Water Efficiency

Kelly talks about the pilot stage of this leak alert program
Anselmo shares about their pilot project on a property in San Antonio.
The partnership of Leakaware and SAS
- Evaluating the data and quantify in dollar amount.
The reason and urgency to focus on water conservation through the installation.
Dealing with piping problems in 60s properties.
- Evaluate the water construction and engage with the owner.
- Connect people with people for the right service partner.
Kelly talks about daily water consumption.
The increase of water inefficiency since the pandemic has started.
The problem and potential issues with old properties

[16:00 - 22:19] The Flapperless Toilet

Kelly talks about the flapper-less toilet.
Why SAS install the Niagra graded product as their partner.
- Re-engineering the toilet.

Tweetable Quotes:

“The water and sewer rates have outpaced inflation, and they are not going to stop increasing.”- Anselmo Torres.

“We are going to stay focus on our mission to reduce the water consumption and being able to connect people with people for the right service partner.”- Kelly Stinson.

“The great thing about Leakaware is they provide a very unique solution out in the market, and they are also very cost-effective for multifamily investors .”- Kelly Stinson.

You can connect with Kelly on LinkedIn and Anselmo on Linkedin, or you can also visit their website sasconserve.com and leakaware.com.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 3 of my conversation with Dmitriy Fomichenko. He is the founder and president of Sense Financial Services LLC, a boutique financial firm specializing in self-directed retirement accounts with checkbook control. He has tons of experience across the board in real estate, from self-directed IRA, solo-4O1K, single-family homes, to syndication in multifamily, and many more.

Let’s jump right into this episode and learn more about the benefits of solo 4O1K and building meaningful wealth.

[00:01 - 09:09] Benefits of Solo 4O1K

Dmitriy talks about the benefits of Solo 4O1K business owners and self-employed people.
The more income you make, the more tax that you would have to pay.
A solo 4O1K is a great tax shelter because it allows you to filter up to $57,000 a year from taxes.
- If you work together with your spouse, then you will double up.
The participant loan
- Allows you to take a loan from your 401k up to $50,000 for any reason.
The amount of the loan depends on the amount of your income
You can shelter your income from taxes and invest that into something that you can control.

[09:10 - 17:29] Build Meaningful Wealth

You got to start somewhere and move to the right side of the cashflow quadrant.
Increase your income and your investment, not your lifestyle.
If you live like no one else, in a few years, you can live like no one else
- If you sacrifice today, so you don’t have to sacrifice tomorrow.
Be aware of your purchase habit changes.
Dmitriy offers a complimentary one-on-one consultation. To contact him, you can visit his website at www.sensefinancial.com/ and book a 15 minutes call to talk about your specific situation.
Final words from Dimitriy and me.

Tweetable Quotes:

“The more income you make, the more tax that you would have to pay.”- Dmitriy Fomichenko.

“With Solo 4O1K, you can shelter your income from taxes and invest that into something that you can control.”- Dmitriy Fomichenko.

“Get one thing that sticks with you the most, and apply it.”- Dmitriy Fomichenko.

You can connect with Dmitriy on Linkedin, or you can also visit his website at www.sensefinancial.com/

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 2 of my conversation with Dmitriy Fomichenko. He is the founder and president of Sense Financial Services LLC, a boutique financial firm specializing in self-directed retirement accounts with checkbook control. He has tons of experience across the board in real estate, from self-directed IRA, solo-4O1K, single-family homes, to syndication in multifamily, and many more.

Let’s jump right into this episode and learn more about his amazing experiences.

[00:01 - 09:40] Self-directed IRA

Dmitriy shares his opinion about my foresight on hitting the double bottom once the artificial market manipulation is done.
Why he chooses to transition from the stock market to real estate.
Dmitriy gives a simple explanation of what self-directed IRA is
- You can invest in anything, except collectibles, an life insurance contract with your IRA, but it depends again on your custodian that limits your choices.
The limitation of your custodian.
Least prohibited transactions
- The disqualified persons

[09:41 - 18:39] Solo 4O1K

The difference between self-directed IRA and 4O1K
- You need a custodian to do a self-directed IRA, and your transaction would depend on them
Dmitriy explains the qualification of a Solo 4O1K
- Legit self-employment activity or business
- Create a trust just for the 4O1K plan
- You become the trustee for your 4O1K
Other benefits of a Solo 4O1K
Dmitriy talks about the Cashflow quadrant book by Robert T Kiyosaki
- It is a great feeling to have the freedom of making your money works for you
That is the beauty of real estate investing; you do not have to jump immediately. It is a process.
Move your money to the right side of the quadrant and slowly transition to be a full-time investor.

Tweetable Quotes:

“You can literally invest in anything, except collectibles, an life insurance contract with your IRA, but it depends again on your custodian that limits your choices.”- Dmitriy Fomichenko.

“Move your money to the right side of the quadrant and slowly transition to be a full-time investor. .”- Dmitriy Fomichenko.

“It is a great feeling to have the freedom of making your money works for you.”- Dmitriy Fomichenko.

You can connect with Dmitriy on Linkedin, or you can also visit his website at www.sensefinancial.com/

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

Rich Dad's CASHFLOW Quadrant: Rich Dad's Guide to Financial Freedom

View Details

In this episode, we are going further with the discussion of the Self-Directed Retirement Account with Dmitriy Fomichenko. He is the founder and president of Sense Financial Services LLC, a boutique financial firm specializing in self-directed retirement accounts with checkbook control. He is very knowledgeable and experienced across the board in real estate, from self-directed IRA, solo-4O1K, single-family homes, to syndication in multifamily, and many more.

Let’s jump right into this episode and learn more about his amazing experiences.

[00:01 - 09:30] Opening Segment

Let’s bring Dmitriy Fomichenko to the show.
Dmitriy talks about his background.
- Immigrated from Rusia
- He got a degree in electric mechanical engineer.
- Got introduced and jumped to real estate investing in early 2000.
- Recruited for a financial services company.
He transitioned from working in the financial plan to full-time in real estate in 2004.
In 2009 he was given a task to help his clients with self-directed IRA.
Dmitriy shares how he branched out and started his own company in 2010.

[09:31 - 15:00] Biblically Based Financial Principles

Dmitry shares his struggle and challenges working as a manufacturing engineer.
Dmitriy talks about the perks of having an engineering background in the real estate industry.
Looking back, everything happens for a reason.
The idea behind his company is biblically-based.
Dmitriy shares his testimony on applying biblical principles to his finances and investments.
Good planning and hard work lead to prosperity, hasty speculation bring poverty.

[15:01 - 19:11] The Difference Between Investing and Speculating

Dmitriy talks about the difference between investing and speculating.
- Stock market vs. real estate
Dmitriy talks about the fluctuation of the mutual funds he has in the market.

Tweetable Quotes:

“Having an engineering background helps me develop processes and systems that I was able to implement in real estate.”- Dmitriy Fomichenko.

“The key is to learn from my mistake and other people’s mistakes, and do not repeat that.”- Dmitriy Fomichenko.

“Good planning and hard work lead to prosperity; hasty speculation bring poverty.”- Dmitriy Fomichenko.

You can connect with Dmitriy on Linkedin, or you can also visit his website at www.sensefinancial.com/

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 4 of my conversation with Jennifer Falloon. She is the Sales Manager for taxfreefuture.com, a self-directed IRA company. She has been in the business for over eight years and is involved in 95-million worth of assets.

Let’s jump right into this episode and learn more about the benefits and beauty of a self-directed IRA.

[00:01 - 05:44] Accreditation Form

Accredited vs. sophisticated investors ruling
- You have to get the accreditation form on multifamily, but you do not have to be accredited.
- An expression of interest.
Do not let your money just sit there; invest it.
Art and antiques investment.
Arms-length transaction only for real estate.
We have our own scenarios, and everybody’s scenarios are different.

[05:45 - 15:24] Tax Free Future.com

Let’s talk about your investment goals and what you want through consultation with taxfreefuture.com.
Jennifer talks about how to sign up and the administration of taxfreefuture.com.
Taxfreefuture.com is not a great fit for everybody, but you need that mentoring, tax attorney, and education.
Hanging out and being friends with the gurus is what made us millionaires.
Two or three weeks processing time.
- Have your checking account open an investor-friendly Bank.
- Your money available as soon as it hits the bank
Self-directed account from the get-go.
- IRA or 401K
Jennifer talks about how she can develop relationships with top-tier people in the space.
Jennifer shares her ups-and down journey in real estate
- She talks about her post-divorce trauma

[15:25 - 22:58] Wealth-building Mindset

Wealth-building mindset.
- If you are smart people, your money would be invested and growing, not only available for vacation.
Real estate and antiques appreciate in value
Are you really wealth-building, or are you just thinking you are rich?
The difference between things and assets with values.
Men and women have their own strengths and weaknesses, that’s why we’re supposed to work well together.
- Real estate is such a male-dominated industry; therefore, we need to be heard more.
Final words from Jennifer and me.

Tweetable Quotes:

“Hanging out and being friends with the gurus is what made us millionaires.”- Jennifer Falloon.

“Are you really wealth-building, or are you just thinking you are rich?”- Jennifer Falloon.

“Men and women have their own strengths and weaknesses; that’s why we’re supposed to work well together.”- Jennifer Falloon.

To know more or connect with Jennifer, visit her company’s website at taxfreefuture.com or www.vorsainvestments.com.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 3 of my conversation with Jennifer Falloon. She is the Sales Manager for taxfreefuture.com, a self-directed IRA company. She has been in the business for over eight years and is involved in 95-million worth of assets.

Let’s jump right into this episode and learn more about the benefits and beauty of a self-directed IRA.

[00:01 - 12:00] The Importance of Relationships and Building Trust

Micro amounts effort to get your way into financial freedom.
Jennifer talks about her goals to share knowledge with others so they could get ahead and win.
Educate yourself and push yourself to learn more.
Jenniffer talks about educating your kids to be independent and responsible for themselves.
If you messed up as an investor, make it right, it’s just that easy.
Life happens, but if you're honest and transparent, it's okay; it’s forgivable, just make it right, take responsibility, fix it and move on.
The importance of relationships and building trust for the future of your business.
The cost of protection.

[12:01 - 22:20] Buy and Holds

Jennifer talks about Buy and holds
- Long play game, more money but locked in for five years
Doing a little bit of everything
- Rentals, fix and flips, multifamily, etc
Consider what your terms, goals are and what do you want to accomplish
Jennifer shares her experience in the lease market that she did not expect
- Ask your client what do they want, not just following what most people want.
Jennifer talks about her goals in 5 years.
In Buy and Hold, you have to be upfront and make sure your clients understand implicitly that their money is locked up for five years.
The importance of having emergency funds

Tweetable Quotes:

“life happens, but if you're honest and transparent, it's okay it's forgivable, just make it right, take responsibility, fix it and move on.”- Jennifer Falloon.

“Consider what your terms, goals are and what do you want to accomplish before deciding on what you want to do with your money ”- Jennifer Falloon.

“I am willing to pay more to know that I am protected.”- Jennifer Falloon.

To know more or connect with Jennifer, visit her company’s website at taxfreefuture.com or www.vorsainvestments.com.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 2 of my conversation with Jennifer Falloon. She is the Sales Manager for taxfreefuture.com, a self-directed IRA company. She has been in the business for over eight years and is involved in 95-million worth of assets.

Let’s jump right into this episode and learn more about the benefits and beauty of a self-directed IRA.

[00:01 - 05:34] The Game You Do Not Want to Play in IRA

The risk to avoid in multifamily IRA
- Not putting your retirement money in a long-term play.
Jennifer talks about the Certificate of Deposit saving.

[05:35 - 09:55] Self Direct 4O1K

Jennifer talks about the difference between self-directed 4O1K and IRA
- IRA is not as forgiving and diversified as 4O1K
- The same retirement plan account
The smart way to build up your real estate Empire using retirement accounts.
- Depending on your goals
- When you're investing using your investment account, they have to be at arm's length away.
The beauty of having a tax attorney on your team.
There is no guarantee that you won't get burnt, so you have to be careful with who you work with, make sure your JB agreement is solid.
Make sure that the people you lend to are the people that you know, like, and trust.

[09:56 - 16:15] Making Your Money Work For You

You work hard for your money, so your money should be working hard for you.
Creating a legacy for your next generation
The importance of preparing your retirement plan early
If you are in your 40-50 and not going to have the money to retire in 15 years, but that money in a self-directed account and find somebody who will pay you 20% interest because that money will double in 5 years.
Fear and ignorance hold a lot of people back.

[16:16 - 23:27] Recycle Your Money

Jennifer gives an example calculation on recycling your money for a retirement plan
- find out what you have to have a lifestyle and then recycle the rest and let that build
The mechanism for recycling your money
Jennifer talks about how her company is being transparent to its clients
- People always know where their money is going
The importance of educating your kids on the basics of investing and money management.
Have your money a little bit of everywhere

Tweetable Quotes:

“There is no guarantee that you won't get burnt, so you have to be careful with who you work with, make sure your JB agreement is solid..”- Jennifer Falloon.

“Life is a gamble; there could be losses, so you just have to be smart and recover from your loss.”- Jennifer Falloon.

“You work hard for your money, so your money should be working hard for you.”- Jennifer Falloon.

To know more or connect with Jennifer, visit her company’s website at taxfreefuture.com or www.vorsainvestments.com.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Today I had the pleasure of speaking with the incredible Jennifer Falloon. She is the Sales Manager for taxfreefuture.com, a self-directed IRA company. She has been in the business for over eight years and is involved in 95-million worth of assets.

Let’s jump right into this episode and learn more about the benefits and beauty of a self-directed IRA.

[00:01 - 05:29] Opening Segment

Let’s bring Jennifer Falloon to the show.
Jennifer talks about the beauty of self-directed ARI.
- It allows busy professionals to own real estate without being a landlord.
Self-directed ARI is not for everybody
- Wealth-building vehicle
- Wealth building is not for everybody because there are people who are okay with 9-5 jobs.

[05:30 - 10:39] Leverage Smart

Jennifer talks about how to leverage in a smart way no avoid the recession effects.
- Not taking advantage of set-free money.
- There are more millionaires made in 2008 than probably any other history because they were smart.
Why multi-family?
Being self-directed, you could get that opportunity to invest in such things, and you do not even have to do real estate.
If you are going to be self-directed, you have to be self-educated and know what it is you are investing in.
Diversification of self-directed investments.

[10:40 - 16:54]The Beauty of Self-directed ARI

Jennifer talks about being fully responsible and serious about the investors’ money.
- If you want to start in multifamily, make sure you partner up with somebody that knows more.
Have a good tax attorney.
Tax-Free Future company is the only self-directed ARI company in the entire nation that offers a tax attorney in your A-team as part of its services.
Before you invest in anything, make sure that everything is structured correctly so that you are not paying taxes or just pay minimal taxes.
Jennifer talks about the charging mechanism of her Tax-Free Future company.
- One-time administration fee upfront and $175/year.
- Makesure that you use a bank that is investor-friendly.

[16:55 - 24:00] The importance of Self-Educating yourself

You have to be self-educated where you are putting your money; otherwise, you are setting yourself for failure.
Jennifer answers a question about self-directed ARI
- How to self-direct a 4O3?
The benefits of Covid-19 situation to self-directed ARI investment.
- You can now roll over your account without penalty.
The fear of risk in investment
- Do you choose to live in fear or put yourself out there?
- Ask questions to build trust and start small.

Tweetable Quotes:

“The beauty of self-directed is, it allows busy professionals to own real estate without being a landlord.”- Jennifer Falloon.

“If you are going to be self-directed, you have to be self-educated and know what it is you are investing in.”- Jennifer Falloon.

“Do you choose to live in fear or put yourself out there?.”- Jennifer Falloon.

To know more or connect with Jennifer, visit her company’s website at taxfreefuture.com or www.vorsainvestments.com.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

“Because at the end of the day, we're in business to get our time back, build w.ealth, and spend it with our family or what we enjoy doing.”

This episode is part 3 of my conversation with Justin Nelson. He is the CEO and founder of Sphere Rocket, a Virtual Assistant Company specializing in helping Real Estate Agents get a Virtual Assistant and any business looking for leverage.

Let’s jump right into this episode and learn more about hiring and training Virtual Assistants.

[00:01 - 09:59] The Power of The Virtual Assistance in the Property of Management Side.

Justin talks about the power of VA on the property of the management side.
- I highly recommend you not to do this once you are extremely dedicated to making it work.
- Saving a lot of money by hiring Virtual Assistants.
Justin talks about the list of people who take care of his property.
- His VA will do the cross-check on his list.
Having more wiggle room
- You can focus on doing much more things when other people can run your business.
Justin gives some recommendations to avoid burnout.
- Write down everything you do all day.
- List the top 20 things that you do and highlight the things that a VA can do.
- Get the 66% of it into the VAs category.
- Would you pay a certain amount to do those things?
Until you get your first one and experience it, nothing else will ever come close to the experience of what it provides.

[10:00 - 15:30]The Workflow in the Virtual Environment

Justin talks about how long it takes for a VA to take on your personality to do things the way you do it.
- Internalize your personality by recording and observing the things that you are doing.
Monitoring the workflow of your VA
- Allows you to integrate into their life
- Making sure they are not working overtime.
Justin talks about zoom breaks out,
- He works more with his VA than his past employee because of how technology can be leveraged right now.
Get closer and being friends with your VA.
Justin talks about the workflow in the virtual environment.
Find a way to leverage things in your life and get your time back.
- Because at the end of the day, we're in business to get our time back, build wealth and spend it with our family or what we enjoy doing.

[15:31 - 25:04] Leverage Your Time

Justin talks about leveraging your time.
My job is to come in and make people think hard if their brain does not work a little bit, which means that I haven’t fulfilled my mission in life.
Justin talks about an app and software to track down the activity on the internet.
- He tracks what his team is doing all the time.
Justin talks about putting your trust in the VA.
- Give your VA access to your life without giving them the access to hurt you.
Maximize your time with VAs
Final words from Justin and me.

Tweetable Quotes:

“You can focus yourself, to do much more things when other people can run your business.”- Justin Nelson.

“Until you get your first one and experience it, nothing else will ever come close to the experience of what it provides.”- Justin Nelson.

“Because at the end of the day we're in business to get our time back, build wealth and spend it with our family or what we enjoy doing.”- Justin Nelson.

You can connect with Justin on Linkedin, or you can also visit his website at https://www.sphererocket.com/.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

“There are some really unique things out there you never think you’d be able to pull off, but you’ll be surprised what you can actually pull off.”-

This episode is part 2 of my conversation with Justin Nelson. He is the CEO and founder of Sphere Rocket, a Virtual Assistant Company specializing in helping Real Estate Agents get a Virtual Assistant and any business looking for leverage.

Let’s jump right into this episode and learn more about hiring and training Virtual Assistants.

[00:01 - 10:35] Finding and Recruiting Virtual Assistants

Justin talks about how he recruits Virtual Assistants.
- Using the instincts and intuition of his recruiting team
Backward numbers to go through
People use us to tap into the network rebuilt because I'll find a way better Talent out of 2000 people
17000 application a month to find 20-30 people
The key is to treat people right
He recruits specifically what his clients need in their job profiles.
Justin talks about the paying and upcharge problem for most employers.
Justin explains the service and charging model in his company.
- Charging his customers each month for the first three months
- Include the service of recruiting, coaching, and training
Replacement policy for employers

[10:36 - 16:20] Training The Virtual Assistant

Justin talks about all the unique tasks he could handover to his VAs to manage.
Building out a training library to line out the tasks
- Upgraded zoom account and record his screen all-day.
- Train his staffs to do any job that he usually does through the recordings on his computer
Find the ten most important things that you don't want to do anymore, and just teach the VA to do that from the start.
Take the pressure off of paying so much every month.
Justin talks about his perspective on budgeting and eliminating irrelevant spendings.

[16:21 - 27:48] Direct Sourcing Model

Justin talks about the upsides of direct sourcing.
- You know exactly how much that the VA is getting.
- Giving the power to his clients to decide on how much they want to pay their VAs
The model shift for protection
- Raising the upfront price and still allow people for the long-term benefits of controlling their VA.
- Added some service for extended replacement guarantees
Justin talks about the portals to pay the VAs directly.
- Paypal, Xoom, Transferwise, and Payoneer.
Justin talks about his passion for VAs and real estate.
There are some unique things out there you never think you’d be able to pull off but you’ll be surprised what you can pull off.
Justin talks about the things you can hire a VA for.
- Watching their kids from the camera, elder care, coordinate some services, etc.
- Grocery shop online and make sure it gets delivered.

Tweetable Quotes:

“People use us to tap into the network rebuilt because I'll find a way better Talent out of 2000 people.”- Justin Nelson.

“Find the 10 most important things that you don't want to do anymore or ten things you're not doing in your business so you need to be doing and just teach the VA to do that from the start.”- Justin Nelson.

“There are some really unique things out there you never think you’d be able to pull off, but you’ll be surprised what you can actually pull off.”- Justin Nelson.

You can connect with Justin on Linkedin,or you can also visit his website at https://www.sphererocket.com/.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

“It’s all about narrowing your focus and what do you need to spend your time at.”

Today I had the pleasure of speaking with a young and inspiring VA king, Justin Nelson. He is the CEO and founder of Sphere Rocket, a Virtual Assistant Company specializing in helping Real Estate Agents get a Virtual Assistant and any business looking for leverage. He started in the real estate space and working with virtual assistants from a very young age.

Let’s jump right into this episode and learn more about scaling & leveraging with Virtual Assistants.

[00:01 - 05:20] Opening Segment

Let’s bring Justin Nelson to the show.
Justin shares his background.
- He started as an insight sales agent for real estate at the age of 15.
- He studied mechanical engineering in college.
- He jumped into the consulting world and work around the globe.
Justin talks about how he started to work in the Virtual Assistant space.
- How he started to help people with his organization to find their own Virtual Assistant.

[05:21 - 14:07] Leveraging with Virtual Assistant

Justin shares his experience working with his first Virtual Assistant.
Understanding how to leverage with Virtual Assistant
- The 4-hour workweek book by Timothy Ferris
The target market age for VA service.
- Using a different strategy for different demographics.
Justin talks about narrowing down your market demographic.

[14:08 - 20:00] Convince Your Market

Justin talks about how he convinces people about leveraging their business.
- Find the motivation behind their decisions.
Until you can show them enough time that leveraging will give them more pleasure than pain, then they're never going to make a change.
Open to the idea of giving things off.
A lot of people do not realize how inexpensive help can be

[20:01 - 26:21] Ethical Business Vs. Non-Ethical Business

Justin talks about hiring foreign virtual assistants.
Equivalency salary data
The reason why real estate goes to the Philippines
- Education and language factor
Self-sourcing
- Sub-contract your Virtual Assistant
The up-charge gap to hire a VA through a company
Justin talks about how to find and recruit the right VA and talent for your business
- 91% rate of success.

Mentioned Links:

The 4-hour workweek book by Timothy Ferris

Tweetable Quotes:

“You can get there a lot faster when you put leverage into play .”- Justin Nelson.

“It’s all about narrowing your focus and what do you need to spend your time at.”- Justin Nelson.

“Until I can show them enough time that leveraging will give them more pleasure than pain, then they're never going to make a change.”- Justin Nelson.

You can connect with Justin on Linkedin, or you can also visit his website at https://www.sphererocket.com/.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

The 4-Hour Workweek: Escape 9-5, Live Anywhere, and Join the New Rich

View Details

This episode is part 5 of my conversation with Cindy Byler, the owner of Passive Patriots, LLC. She is a buy-and-hold real estate investor who primarily invests in her hometown-area in Elmira, NY, who currently lives in Central Texas. So all acquisitions, remodeling, and rentals are managed from over 1600 miles away. If you couldn’t follow this episode, please go back and listen to parts 1 to 4 on episodes 58 to 61.

Let’s jump right into this episode and learn more about adding values to the community, keeping a good renters relation and our personal goals in real estate investing.

[00:01 - 10:45] Adding Values and Helping the Community Through Real Estate

Nathan shares his story of helping people through real estate.
Giving the best that you can in their price point
Cindy talks about adding value to the community, especially for people who need places to live.
The issues on the standard of living condition.
Cindy shares her experience in trying to fix a foundation issue in a property.
- It’s a bit of a gamble to know what’s going to happen in the process and the domino effect.

[10:46 - 15:10] Renters Relation

Cindy talks about her career vision in real estate and also her portfolio.
- Passive investment and syndication
Cindy shares her opinion of being an active investor, 1600 miles away.
Nathan talks about keeping a good relationship with his renters.
- Keep it professional but still flexible.
- Making sure everything documented
- He uses the Cozy payment method.

[18:46 - 25:07] The Why Factor Behind

The Infinite banking concept
The home equity line of credit
We share our personal goals and why we went into real estate investing.
I share my life story and why real estate means so much to me.
Final words from Cindy, Nathan, and me.

Tweetable Quotes:

“Giving the best that you can in their price point.”- Cindy Byler.

“It is always a bit of a gamble to fix a foundation issue in a property..”- Cindy Byler.

“Some people need places to live, but they don't always have control of the kind of place that can live in it.”- Cindy Byler.

You can connect with Cindy on Linkedin.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 4 of my conversation with Cindy Byler, the owner of Passive Patriots, LLC. She is a buy-and-hold real estate investor who primarily invests in her hometown-area in Elmira, NY, who currently lives in Central Texas. So all acquisitions, remodeling, and rentals are managed from over 1600 miles away. If you couldn’t follow this episode, please go back and listen to parts 1 to 3 on episodes 58 to 60.

Let’s jump right into this episode and learn more about creative financing and subject to deals.

[00:01 - 07:29] Buy and Hold Sector

Cindy talks about the Buy and Hold sector.
- She explains the1% rule’ formula.
Nathan talks about the impact of COVID on his real estate business.
- He shares his vision for his career.
- Looking for financial freedom to do the things we truly love
Cindy talks about how her musical and educational background helps her in her real estate career.
- Creativity is necessary to overcome any obstacles in life.

[07:30 - 18:45] Creative Financing

She talks about her experience in creative financing.
- Financing her property renovation
- Get a revolving credit and simple interest.
Simple interest VS. amortized loan
- Simple interest on the credit card could be cheaper than the amortized loan.
- Velocity banking
Nathan talks about his view on the FIRE movement.
Cindy talks about the patterns of the FIRE group community.
Creative acquisition
- You don’t always have to have a lot of money; with the creative acquisition, you can find other ways to obtain these houses.
- Knowledge is power when utilized properly.
Subject to deals

[18:46 - 25:07] Subject To Deals

Working on a mortgage with the banks
Cindy talks about the subject to deals.
- Due to the sales clause
The more equity on the property, the more likely the bank will come after you.
The importance of being transparent and upfront with the person who is signing over the house to you.
Helping and adding values to our community through real estate
- helping distressed Sellers
- Providing some nice living quarters

Tweetable Quotes:

“Creativity is necessary to overcome any obstacles in life.”- Cindy Byler.

“You don’t always have to have a lot of money; with the creative acquisition, you can find other ways to obtain these houses.”- Cindy Byler.

“Knowledge is power when utilized properly.”- Cindy Byler.

You can connect with Cindy on Linkedin.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 3 of my conversation with Cindy Byler, the owner of Passive Patriots, LLC. She is a buy-and-hold real estate investor who primarily invests in her hometown-area in Elmira, NY, who currently lives in Central Texas. So all acquisitions, remodeling, and rentals are managed from over 1600 miles away.

Let’s jump right into this episode and learn more about house hacking, tax write-off, and primary residence.

[00:01 - 07:39] Living Flips and House Hacking

Nathan shares about his living flips strategy
- Capital gains strategy
- Collecting depreciation as a rental
Cindy talks about depreciation from house hacking
- Loopholes of real estate by Garrett Sutton
- ¾ of your property can be depreciated.
- Capital gains an advantage.
Read your books, get knowledgeable and ask your CPA
Nathan shares his real estate scaling experience and his other career.

[07:40 - 16:59] Tax Write-off

Cindy talks about her perspective on real estate as an educator.
She shares about some of her first deals on duplex and triplex.
- She talks about her father figure who helped her with a loan.
Acquire a single-family home.
- Acquired six units in 5 months as a new investors
- The perks of investing in your home town.
- Influencing her friends to start in real estate.
Cindy talks about the tax write-off strategy.

[17:00 - 24:36] Primary Residence

Nathan shares about getting 3% down on the primary residence
- Get a special loan
- Mortgage insurance
If you don’t want to get the PMI you have to put the 20% down.
Cindy talks about the $7k property.
- Walk into $44k in equity.
Purchase the five plex through tax option
- At least $3500 in rental income
Cindy talks about replacing her monthly income with the rental and net income.

Mentioned Links:

Loopholes of Real Estate by Garrett Sutton
Rich Dad Poor Dad by Robert T. Kiyosaki

Tweetable Quotes:

“Read your books, get knowledgable and ask your CPA.”- Cindy Byler.

“If you go and visit a certain area a lot, and you enjoy, buy a property there to make a tax write-off.”- Cindy Byler.

“If you don’t want to get the PMI, you have to put the 20% down.”- Cindy Byler.

You can connect with Cindy on Linkedin.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not!

Loopholes of Real Estate (Rich Dad's Advisors (Paperback))

View Details

This episode is part 2 of my conversation with Cindy Byler, the owner of Passive Patriots, LLC. She is a buy-and-hold real estate investor who primarily invests in her hometown-area in Elmira, NY, who currently lives in Central Texas. So all acquisitions, remodeling, and rentals are managed from over 1600 miles away.

Let’s jump right into this episode and learn more about getting out of a scarcity mindset, red-flags on deals, and Living Flip.

[00:01 - 08:39] Getting Out of a Scarcity Mindset

Cindy shares about her financial struggle in the first few years of her marriage.
- She followed Dave Ramsey’s plans and paid off 60k debt in less than three years.
She was stocking money away at retirement.
- She joins and follows the financial independent retire-early group.
She moved to Texas and landed a job as a teacher full-time.
Cindy shares her music and teaching career journey
- She has a bachelor’s degree in music education.
At the end of the day, passive income is the way to go.
Cindy talks about a term in the military called Dependa
- People who are married to the military so do not have to do much.
- If you are not out working, you are ‘dependa’ because you are dependent on your partner.

[08:40 - 19:49] Red-Flags on Deals

Cindy shares her vision and goals regarding a constant passive income.
- Enjoying a decent lifestyle without feeling bad about it.
- Real estate has proven to be the solution for the last 2,5 years.
Cindy talks about the first few deals she has.
- She shares her experience when she almost purchases a bad deal.
Red-flags of the bad deals.
- She shares her experience in researching new deals.
- She uses whitepages.com and google map to check on the property.
Taking the opportunity to learn from practical and hands-on experience.
- Learn and move on from it.
There are always unexpected expenses too, so also pay attention to the margin.

[19:50 - 22:19] Living Flip

Cindy talks about the living flip by Nathan Waters.
- Live in a property and do the project by project slowly.
Cindy shares a tax strategy.
- If you live in a property for two years out of the last five years, you do not have to pay any capital gains.
Nathan Waters shares about how Living Flip Works
- He rents out rooms in a single-family house with three beds and two baths.
- By having roommates, he can save at a much faster rate for the next project.

Tweetable Quotes:

“At the end of the day, passive income is the way to go.”- Cindy Byler.

“If you take the opportunity to learn from that, it does not have to be an expense.”- Cindy Byler.

“If you live in a property for two years out of the last five years, you do not have to pay any capital gains .”- Cindy Byler.

You can connect with Cindy on Linkedin.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

“At the end of the day, being a long-distance investor is going to be inevitable, but you got to have the right people on your team, that doing everything that needs to be done.”

Today I had the pleasure of speaking with Cindy Byler, the owner of Passive Patriots, LLC. She is a buy-and-hold real estate investor who primarily invests in her hometown-area in Elmira, NY, who currently lives in Central Texas. So all acquisitions, remodeling, and rentals are managed from over 1600 miles away.

Let’s jump right into this episode and learn more about managing your real estate investment from miles away.

[00:01 - 05:54] Opening Segment

Let’s bring Cindy Byler to the show.
Cindy talks about how she manages her real estate business from 1600 miles away.
She started as a long-distance landlord.
- At the end of the day, being a long-distance investor is going to be inevitable.
- Have the right people on your team, that doing everything that needs to be done.

[05:55 - 13:49] Being a Long-distance Investor

Cindy talks about her plan to purchase a property in San Antonio.
- The consideration to self manages or being another tenant.
Cindy shares about her first issue and mistake in hiring an unreliable property manager.
Find the right property manager for you.
- It’s almost like a partnership because at the end of the day, they will not only managing the property but also helping you grow.
Cindy talks about her properties and how she manages them.
- She manages the single-family home.
- Her property manager manages the multi-family properties.
Self-managing vs. hiring a property manager.

[13:50 - 23:27] Life as a Military Wife

Cindy talks about her husband’s military career.
- He has been in the military for 8,5 years.
- She talks about her family’s plans for the future.
Cindy shares about her husband’s career goals.
- He goes to school while being in the military.
- He is going to pursue his Doctorate in physician assistant and surgery.
Cindy talks about replacing her income with her rentals.
Cindy shares about the beginning of her marriage story being a military wife.
- Facing the deployments.
- She got pregnant after she was just beginning her school year.
Choosing family over career.
- She shares her story of putting her career on hold to be with her children.
- Supporting her husband in med-school.
- Moving three times in 3 years.
- Got her master’s degree during that time.

Tweetable Quotes:

“At the end of the day, being a long-distance investor is going to be inevitable.”- Cindy Byler.

“It’s almost like a partnership because at the end of the day, they will not only managing the property but also helping you grow.”- Cindy Byler.

“The key is to have the right people on your team, that doing everything that needs to be done.”- Cindy Byler.

You can connect with Cindy on Linkedin.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 4 of my conversation with Jennifer Joyce, an experienced real estate professional with over 500 units specializing in Texas. Her investing skills and experience span over 20+ years performing various real estate investment activities.

If you couldn’t follow this episode, please go back and listen to parts 1 to 3 on episode 54 to 56.

Let’s jump right into this episode and learn more about the change of key players, economic devastation, and the significance of team roles.

[00:01 - 04:49] The Change of The Key Players

Jennifer talks about the lack of competition as a syndicator.
- The lack of competition will not come until they get hurt; as long as nobody’s hurt, you will see the competition.
The significance of strong operators to keep the business going.
- The profits are mostly made once the correction has hit.
The change in the key players of the industry in the next 5 years.

[04:50 - 10:00] Economic Devastation

Jennifer talks about doing our part in this situation.
- You can only control what you can control, so make it a positive thing in your life.
Jennifer talks about the comparison between the situation in this pandemic and when the hurricane hits.
The impact of the government decisions at the different miles stones and how to respond to it.
- We can not control them; we can only play inside those rules.
- Respond in the best business decision we can in that rule.
Paying attention to what we have control over and spending our time on that.
The importance of having visionary and detail-oriented players in one team.

[10:01 - 15:30]The Significance of Team Roles

The benefits of being in syndication.
Jennifer talks about the significance of the role of a team.
Jennifer shares how to get the whole operating team to stay on the same page.
- Handing off and giving back
- Creating collaboration that allows people to feel vested in the deal.
Final words from me

Tweetable Quotes:

“The lack of competition will not come until they get hurt; as long as nobody’s hurt, you will see the competition .”- Jennifer Joyce.

“You can only control what you can control, so make it a positive thing in your life..”- Jennifer Joyce.

“In working with a team, you have to create collaborations that allow people to feel vested in the deal.”- Jennifer Joyce.

You can connect with Jennifer on Linkedin.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 3 of my conversation with Jennifer Joyce, an experienced real estate professional with over 500 units specializing in Texas. Her investing skills and experience span over 20+ years performing various real estate investment activities.

If you couldn’t follow this episode, please go back and listen to parts 1and 2 on episode 54 to 55.

Let’s jump right into this episode and learn more about the massive migration, the impact of COVID-19 on constructions, and how to mitigate the risk of future problems.

[00:01 - 07:19] The Massive Migration and The Impact of COVID-19

Jennifer talks about the massive migration that is happening due to the pandemic.
- People are not tied to a specific location, so they tend to move to a place with more square footage for the same amount of rent.
The impact of the COVID-19 pandemic on the new constructions
- The materials are becoming hard to get
- Sub-contracted labor has dried up immensely.
- Permitting offices mostly close down.
- The price of lumber has jumped 5x
- People have to get a rebid job.
Jennifer talks about the reasons why the lumber price has jumped quite high.
The broken supply chains

[07:20 - 15:29] Mitigate The Risk Of Future Problem

Jennifer talks about the stock market vs. real estate.
- In The real estate industry, things do not just happen overnight.
Mitigate the real loss on the second job lost of your Residents
- Look at what percentage of the least audit of where your tenants or potential clients are working.
- Start dividing your rent roll.
- See how at risk one property vs. another.
- Think about what can you do to help those people mitigate a future problem
Preparing the health test for your property
- Know how to pivot for those specific health tests.

Tweetable Quotes:

“People are not tied to a specific location, so they tend to move to a place with more square footage for the same amount of rent.”- Jennifer Joyce.

“In real estate, things do not just happen overnight, It happens over a length of time, that gives you the time to plan.”- Jennifer Joyce.

“Having a member of your team that is very detail-oriented or analytical it's really important for operation, special right now.”- Jennifer Joyce.

You can connect with Jennifer on Linkedin.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 2 of my conversation with Jennifer Joyce, an experienced real estate professional with over 500 units specializing in Texas. Her investing skills and experience span over 20+ years performing various real estate investment activities.

If you couldn’t follow this episode, please go back and listen to part 1 on episode 54.

Let’s jump right into this episode and learn more about rental assistance, power storming, and tenants’ mobility.

[00:01 - 05:55] Rental Assistance to Fill up the Application

Jennifer talks about the challenges in filling up legal documents
- lack of understanding by the residents on how to get through the legal documents
- Nobody can really get through it on their own without educating themselves or having assistance
The responsibility of the property manager to educate the residents and collaborate with them.
Shifting through the stuff and information that really matters.
- Putting plans and protocols to use to our advantage

[05:56 - 11:19] The Power-storming

Jennifer shares about how she overcomes hard situation and find the solution.
- Write your problem on top of a paper in the form of a question.
- Write 1 to 20 down the page.
- Isolate yourself in a room and turn off any distraction.
- Focus on your paper until you get 20 ideas.
With this strategy, you are using part of your brain that sits doormat most of the time.
- Pushing the muscle to get better and come out with more.
- The last 3 to 5 option is where the big stuff usually happens.
Jennifer talks about how COVID-19 change the landscape of looking for deals.
- Tighten up the criteria in the hope for the best plans for the worst.
Make sure that your financing could go for the long term.
- Fluid and flexible in the long term situation.
Go to the areas of population growth and migration.
- We are going to see some changes in the population across the country.
Tighten up the asset criteria
- She is looking for newer properties with ten years period.
- Possibility to move to class A

[11:20 - 22:31] The Mobility of Tenants in the Transition Period

Jennifer talks about the mobility of tenants from different classes.
- The transition period in housings
The human elements and the amenities in trying to upscale
- Helping your tenants to learn the sense of community in the new apartment complex
Keeping the balance to keep your tenants happy and maintain the expenses
Jennifer talks about the drive to be in real estate from the first place.
- Wanting more and eager to climb higher on the ladder.
- We always knew that there is something more and better.
The contribution back to others
- The drive to want more for everyone, not just for us.
Provide a glimmer of hope in any forms
- Some little things can make all the difference when somebody has temporarily lost hope.
Look at things more on how the world is changing and what will be the requirement to live in the apartment complex.
- New business plan item that we could implement at the property.

Tweetable Quotes:

“In the case of filling up applications and documents, nobody can get through it on their own without educating themselves or having assistance.”- Jennifer Joyce.

“We are going to see some changes in the population across the country.”- Jennifer Joyce.

“Some little things can make all the difference when somebody has temporarily lost hope.”- Jennifer Joyce.

You can connect with Jennifer on Linkedin.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

“Whenever something comes about, always look for your option, and how you can be methodical about it.”

Today I had the pleasure of speaking with Jennifer Joyce, an experienced real estate professional with over 500 units specializing in Texas. Her investing skills and experience span over 20+ years performing various real estate investment activities. She has an excellent reputation for building relationships with brokers, professional services, investors, and vendors.

Let’s jump right into this episode and learn more about leveraging the situation for your business.

[00:01 - 07:00] Opening Segment

Let’s bring Jennifer Joyce to the show.
Jennifer shares about the things she has learned from starting in the single-family.
Jennifer talks about her background and childhood life that motivates her to enter real estate.
- Exposed to single-family real estate as a kid and experienced a refi boom
- Get a real estate for her retirement plan.
- She met her husband, who has a construction background.

[07:01 - 15:29] Leveraging the Situation for your Business

Jennifer bought her first multi-family in 2007
- Scaling her own money and building her portfolio.
- She had difficulties increasing the progress and cashflow of her business.
She discovered syndication about four years ago.
- It was finally a game changer for her business.
Jennifer finally took massive action once she understood the concept.
- She fully subscribed to her third property in 2020.
Assumption causal in real estate.
- In assumption, they check more into the details.
- The assumption with yield maintenance.
Looking at some other loan products
- She is In the work of doing a refi through the application process.
Jennifer talks about the impact of COVID-19 on the assumption.
- Take advantage of what is happening at the moment to get a lower price and additional discount.
- Whenever something comes about, always look for your option and how you can be methodical about it.

[15:30 - 24:17] Dry Powder

Jennifer talks about the dry powder strategy.
- Change message to her brokers and the owners
The longer that this economic change happens, she turns it more to the buyers market.
- Change your way of messaging so people know where you stand inside of this change.
Moving away from the syndication model
- Compete with the massive transfer of wealth.
When it becomes a buyer's market, and it is not performing at its top capacity, that’s when our best business plans are implemented.
The true value comes where do you comparing it against.
Jennifer talks about the accounted cost of educating your tenant to get a rental assistant.

Tweetable Quotes:

“Take advantage of what is happening at the moment to get a lower price and additional discount..”- Jennifer Joyce.

“When it becomes a buyer's market, and it is not performing at its top capacity, that’s when our best business plans are implemented.”- Jennifer Joyce.

“If you really want to be in real estate investing, you have got to realize that there will be some challenging times, and it is better to have these challenges and own rental real estate.”- Jennifer Joyce.

You can connect with Jennifer on Linkedin.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 3 of my conversation with Barri Griffiths; a Pro Athlete Turned Real Estate Investor. He is the host of the WWRE Podcast and the youtube channel Wrestling With Real Estate, where he interviews people from all aspects of the industry.

If you couldn’t follow this episode, please go back and listen to parts 1 and 2 on episode 51 and 52.

Let’s jump right into this episode and learn more about understanding your limiting beliefs and the importance of self-talk.

[00:01 - 10:45] Understanding your Limiting Beliefs.

Barri talks about the importance of knowing the terms in real estate to start.
You can always offer something, even when you have the same skillset as that successful person has.
- Successful people are successful networkers.
Understand your limiting beliefs to improve yourself.
Many of us tend to blame ourselves for a problem, whereas there are so many more logical reasons why it happens.

[10:46 - 20:30]The Importance of Positive Self-Talk

The inner saboteurs influence how you think about yourself.
Be mindful of what you say to yourself because you talk to yourself much more than anyone else.
- It is so easy to get caught up in the negative self-talk that can make anything seem worse.
You can re-program your brain to be more positive.
Barri shares some advice on how to improve your positivity.
- Write down some quotes or your goals every day.
- Write smile a few times to push it into your day.
Once you focus on different directions, it is surprising how much you can change.
Positive intelligence.
Final words from me.

Tweetable Quotes:

“You can always offer something, even when you have the same skillset as that successful person has.”- Barri Griffiths.

“Many of us tend to blame ourselves for a problem, whereas there are so many more logical reasons why it happens.”- Barri Griffiths.

“Be mindful of what you say to yourself because you talk to yourself much more than anyone else.”- Barri Griffiths.

You can connect with Barri on Instagram and Facebook. You can also check his website at www.wrestlingwithrealestate.com/, listen to his The WWRE Podcast and his Youtube Channel Wrestling with Real Estate.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 2 of my conversation with Barri Griffiths, a Pro Athlete Turned Real Estate Investor. He is the host of the WWRE Podcast and the youtube channel Wrestling With Real Estate, where he interviews people from all aspects of the industry.

If you couldn’t follow this episode, please go back and listen to part 1 on episode 51.

Let’s jump right into this episode and learn more about multifamily and building connections.

[00:01 - 09:59] Getting Educated on Real Estate and Multifamily

Barri talks about finding a mentor to learn from.
You can also work for someone for free to learn.
Find someone who would provide you value.
- Find someone that you could help with anything.
- You could do a secret shop for someone.
You have to find a way to get educated because there is so much more complexity, especially in multifamily.
- There is so much more that could go wrong with multifamily due to the complexity.
Barri talks about what the other people could get from doing the secret shop for them.
- Trade personal relationships and build trust with your potential mentor.
Boots on the ground.
- Someone in the market that can do the things the other can not (mostly due to distance)

[10:00 - 20:39] Building Relationships and Connections

Barri talks about building personal relationships in this pandemic situation.
You can invest passively in someone’s deal, create a relationship with the general partner, and learn from them.
There are many other ways and resources to meet up and get educated.
- Youtube, podcasts, FB group, bigger-pockets, etc.
- You have to believe in yourself that you can do it and, at the same time, be credible and prepared.
Building tried and true-tested relationships with the operating team to get into deals passively.
Barri talks about the benefits of being around the business people that you want to learn from.
- Learn the process just by being around the right people.
You are either going to find a way to learn or find an excuse.

Tweetable Quotes:

“You have got to find a way to get educated because there is so much more complexity, especially in multifamily.”- Barri Griffiths

“You have to believe in yourself that you can do it and at the same time be credible and prepared.”- Barri Griffiths

“You're either going to find a way or find an excuse.”- Barri Griffiths

You can connect with Barri on Instagram and Facebook. You can also check his website at www.wrestlingwithrealestate.com/, listen to his The WWRE Podcast and his Youtube Channel Wrestling with Real Estate.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

Today I had the pleasure of speaking with a Pro Athlete Turned Real Estate Investor, Barri Griffiths. He is the host of the WWRE Podcast and the youtube channel Wrestling With Real Estate, where he interviews people from all aspects of the industry. His goal is to help educate as many people about the amazing benefits of real estate.

Let’s jump right into this episode and learn more about asset insurance and risk management.

[00:01 - 07:00] Opening Segment

Let’s bring Barri Griffiths to the show.
Barri talks about his family and his background.
- He grew up in the UK.
- He worked for his father in the construction and funeral home business.
- Start bodybuilding and professional wrestling.
- Joined WWE.
- He was offered a role in Cirque Du Soleil.
Barri shares how he discovered the real estate world.
- Real estate was a great plan B and something that allows him to create a lifestyle for himself.

[07:01 - 15:59] Wrestling with Real Estate

Barri shares his very first journey in real estate.
He just bought his dream house when his career in wrestling just ended.
- .He turned the house into a rental property so he could keep it.
He talks about the entrepreneurial mindset he got from working with the construction company of his family.
Barri talks about his passive investing journey.
- He shares how he started a passive investment.
- He started researching and listening to several podcasts about investment.
- He decided to hire a coach in real estate.
Barri shares the story of when he became the general partner in the deal with his coach.
- Learning about all of the reporting systems, how do they handle things, etc.
The most important thing is your decision with your time and what you are trying to achieve.

[16:00 - 22:27] From Single-family to Multi-family

Barri talks about his first investment in single-family
- He shares how he became an accidental landlord.
- It was making negative cash-flow and breaking even.
.He shares about the real investment property that he bought for rentals.
- A foreclosure townhouse in LA.
- He put about 10k into it.
In Vegas, things are slightly different; you do not need to meet the 1% rule for cash flow.
- There is no state-tax, and you can avoid a lot of other expenses.
- Cash flowing around 150 a month in the property.
Barri talks about the proof of concept of the money he makes every month from the first investment that got him hooked with passive investing.
He shares about his big learning lesson from a mistake he made on one property.
If you really want to be in real estate investing, you have got to realize that there will be some challenging times, and it is better to have these challenges and own rental real estate.

Tweetable Quotes:

“Real estate was a great plan B and something that allows him to create a lifestyle for himself.”- Barri Griffiths

“The most important thing is your decision with your time and what you are trying to achieve.

”- Barri Griffiths

“If you really want to be in real estate investing, you have got to realize that there will be some challenging times, and it is better to have these challenges and own rental real estate.”- Barri Griffiths

You can connect with Barri on Instagram and Facebook. You can also check his website at www.wrestlingwithrealestate.com, listen to his The WWRE Podcast and his Youtube Channel Wrestling with Real Estate.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 3 of my conversation with the Chief Risk Officer of Risk Well, James Jenkins. He has been helping businesses and real estate investors protecting their assets & cashflow with best-in-class risk solutions.

If you couldn’t follow this episode, please go back and listen to parts 1 to 2.

Let’s jump right into this episode and learn more about asset insurance and risk management.

[00:01 - 05:00] Personal Hourly Values

James talks about counting your hourly values.
It is a lot easier to conclude when you can successfully remove emotion and subjectivity from the conversation, to simply look at data and hard objective evidence.
Always ask yourself, is this the best possible way to use your time right now to deliver on your company's objectives?

[05:01 - 13:59] The Importance of Efficiency

James talks about creating highly specialized advice for his clients.
- Every investor has high expectations and different needs.
The benefits and efficiency of having one office that takes care of whatever your insurance needs.
James shares an example of one of his clients, who had four different insurance offices to one.
Happy people work harder.
- If someone feels values and matter, they tend to stick around.
Treat your tenants and clients as individuals by understanding what they need and their pain points.
It is important to keep our focus on the priority in this sort of business relationship.

[14:00 - 22:30] Understanding The Bigger Picture of Your Clients

James talks about his ways to understand his clients and give them advice based on their bigger picture.
In insurance, everything that you do in one piece of your portfolio impacts other things elsewhere in your portfolio.
James talks about the beauty of having a client relationship to understand their needs better.
There is no wrong answer in the risk management world; it just a matter of whether you want the lowest total cost of better cash flow.
How to connect with James?
- See links below.
Final words from me.

Tweetable Quotes:

“Always ask yourself, is this the best possible way you could use your time right now to deliver on your company's objectives?.”- James Jenkins.

“Life is risky, so risk well!” - James Jenkins.

“In insurance, everything that you do in one piece of your portfolio impacts other things elsewhere in your portfolio.”- James Jenkins.

You can connect with James on LinkedIn. Visit his website at www.riskwell.com/, email them at info@riskwell.com, or call them at 469-678-8001.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 2 of my conversation with the Chief Risk Officer of Risk Well, James Jenkins. He has been helping businesses and real estate investors protecting their assets & cashflow with best-in-class risk solutions.

If you couldn’t follow this episode, please go back and listen to part 1 on episode 48.

Let’s jump right into this episode and learn more about asset insurance and risk management.

[00:01 - 09:30] The Advisory Relationship

James talks about bad service and claims in insurance.
A good risk management advisor is at the same level necessity as a CPA, Book-keeper, business attorney, etc.
- It should feel more like an advisory relationship, not just a cost-based relationship.
Expect more from your advisor because you are not buying a product; you are securing an advisory relationship.

[09:31 - 21:51] Mitigation Techniques

James talks about the distinction between an insurance agent and a risk manager.
- A risk manager will have a conversation that goes beyond selling an insurance policy.
Engaging with the other pieces of the advisory puzzle to make sure the deal goes the right way.
Utilize mitigation techniques to minimize and transfer as much of the risk from you.
- The limits of liability; premises of liability that protects you from accidents, injury, and the third party property damages that might occur on the premises
Leverage some reality of the contract
- You have to require your tenant to have renters insurance in the lease agreement.
- Require them to name your entity as an additional insured party.
James talks about having the master tenant policy.
- The subrogation process.
Dealing with your insurance in the front end is so much easier and costs you so much less hustle.
James talks about finding out the value of our time to help us set our priority.
- Terminate, automate and delegate

Tweetable Quotes:

“A good risk management advisor is at the same level of necessity as a CPA, Book-keeper, business attorney, etc. It should feel more like an advisory relationship, not just a cost-based relationship.”- James Jenkins

“A risk manager will have a conversation that goes beyond selling an insurance policy.”- James Jenkins

“You have to require your tenant to have renters insurance in the lease agreement.”- James Jenkins

You can connect with James on LinkedIn. Visit his website at www.riskwell.com/.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

“Insurance is a game where you get what you pay for; if you are looking for a cheap option, you will pay more later at claim time.”

Today I had the pleasure of speaking with the Chief Risk Officer of Risk Well, James Jenkins. He has been helping businesses and real estate investors protecting their assets & cashflow with best-in-class risk solutions. Today he will share with us how to not lose your butt in real estate when you get sued and mitigate the risk of being sued.

Let’s jump right into this episode and learn more about asset insurance and risk management.

[00:01 - 05:00] Opening Segment

Let’s bring James Jenkins to the show.
James shares about his work and focuses on RiskWell.
- He is focusing on real estate investors in every asset class.
- Portfolio work; buy, hold, and flip properties.

[05:01 - 15:49] Mitigate the Risk of Being Sued in Real Estate

James explains how asset insurance works for general consumers and how to find insurance with a suitable skill set for your assets.
The more complex your situation as a real estate investor, the more you need that advice.
James talks about the significance of finding a suitable and proper insurance company for professional real estate investors.
Insurance is a game where you get what you pay for.
- If you are looking for a cheap option, you will pay more later at claim time.
James talks about various property exposure risks and policy exclusions.
If you know about any potential issue or a preexisting condition of your property in the front end, you should immediately take care of it.
- It is only going to get worse over time.
- Knowledge becomes a responsibility.
James talks about two major checkboxes in the insurance company.
- Sudden and accidental.
Asbestos is a sticky one for insurance people, just like it is for real estate investors.

[15:50 - 22:19] The Proactive Insurance Agent

James shares an example of one of his client’s situation, where he had to educate the claim adjuster.
James breaks down the role of RIskWell insurance as the advisor and advocate.
Loop into your agent; before it gets too bad in the claim situation, just reach out to your agent and ask for assistance.
- A good agent that being proactive in the claim situation could make some positive changes for you.

Tweetable Quotes:

“The more complex your situation as a real estate investor, the more you need that advice.”- James Jenkins.

“ Insurance is a game where you get what you pay for.”- James Jenkins.

“A good agent that being proactive in the claim situation could make some positive changes for you.”- James Jenkins.

You can connect with James on LinkedIn. Visit his website at www.riskwell.com/.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 2 of my conversation with an inspiring real estate investor and educator, David Pere. He is an active-duty Marine who devotes his free time to teaching service members and veterans how to build wealth through real estate investing, entrepreneurship, and personal finance.

If you weren’t able to follow this episode, please go back and listen to part 1.

Let’s jump right into this episode and learn more about non-verbal networking, content marketing, and virtue signaling.

[00:01 - 06:04] Non-verbal Networking

You can use non-verbal cues to build relationships.
David recommends a book to learn more about non-verbal networking.
- The Like Switch by Jack Schafer and Marvin Karlins
The friendship principles
- Frequency + proximity + duration + intensity = How good your relationship is.
David talks about using body language signs as a subtle cue to get people to like you.
Focus on the person that has the least interest in you or your ideas.

[06:05 - 12:46] Content Marketing and Social Media

The ultimate point of content marketing is to get people open about the idea to produce content.
Even if you are not building a business right now, having social capital or intellectual capital is very valuable.
Writing is very therapeutic; it does not always need to be deep, significant, or poetic.
There are always ways to get content out there and get what you have to say to the world.
Focus on the evergreen content.
The jab and hook analogy
- Don’t get so wrapped around selling all the time because it will scare people away real quick.
- Focus on adding value, not just to the sales.
David breaks down the personalities, strengths, and weaknesses of social media platforms.
- Facebook; great for building community
- Instagram; a present event and quick hits
- Linkedln; professional and networking
- Youtube; very evergreen, great for videos content
- Twitter; good for jumping on trends and talking to brands
- Pinterest; female-heavy platforms
- Tiktok; young, and good to increase your engagements.

[12:47 - 20:29] Hard-Fast Rules and Virtue Signaling

David talks about some hard rules in marketing.
Always be transparent about your real-life and your failures.
Focus more on relationships rather than sales to have a long term winning proposition.
Do not spam your content everywhere.
Do not recommend any product or service that you don’t even use.
- Realize that your reputation holds more weight than money.
David talks about virtue signaling.
- Do not try to build an audience just by talking about how great you are.
- Build an audience by being authentic, and if you are great, people will eventually recognize it.
If you have a plan to make any content to earn money, people need to know who you are
- “Best known beats best.”- Grant Cardone

[20:30 - 31:20] Closing Segment

David talks about his journey to the financial freedom tipping point.
David shares his life in the military and the culture of the military.
Networking is a skill, but you could be a great people person but not knowing how and why those things are working in your favor.
How to connect with David?
- See links below
Final Words from me

Tweetable Quotes:

“The ultimate point of content marketing is to get people open about the idea to produce content. ”- David Pere.

“ Focus more on relationships rather than sales to have a long term winning proposition.”- David Pere.

“Build your audience by being authentic, and if you are great, people will eventually recognize it.”- David Pere.

Resources Mentioned:

The Like Switch by Jack Schafer and Marvin Karlins
Jab, Jab, Jab, Right Hook by Gary Vaynerchuk
Factfulness by Hans Rosling, Anna Rosling Rönnlund, and Ola Rosling

You can connect with David on LinkedIn, Instagram, and Facebook. Check his website at www.frommilitarytomillionaire.com.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

Factfulness: Ten Reasons We're Wrong About the World--and Why Things Are Better Than You Think

Jab, Jab, Jab, Right Hook: How to Tell Your Story in a Noisy Social World

The Like Switch: An Ex-FBI Agent's Guide to Influencing, Attracting, and Winning People Over (1) (The Like Switch Series)

View Details

“The goal of networking is to figure out who you can help, who can help you, and who is worth building a relationship with.”

Today I had the pleasure of speaking with an inspiring real estate investor and educator, David Pere. David is an active-duty Marine who devotes his free time to teaching service members and veterans how to build wealth through real estate investing, entrepreneurship, and personal finance. He is also the host of The Military Millionaire Podcast.

Let’s jump right into this episode and learn more about David’s inspiring life and the power of networking.

[00:01 - 05:24] Opening Segment

Let’s bring in David Pere to the show.
David shares about his background
- Active-duty in Marine corp for 12 years
- He shares about the beginning of his journey in real estate.
- From military to millionaire community

[05:25 - 15:19] The Power of Networking

David talks about the power of networking and connecting people in his life.
- He learned about networking through the Marine recruiter curriculum.
Building rapport
- Facilitate and build trust in your potential client
Demonstrate your core values
- Dress up appropriately to make a good first impression
We do judge a book by its cover, so use that to your advantage.
Find common ground
- Find something in common to talk about as a bridge.
- Ask them about their hobby, etc.
Matching and mirror
- Emulate their body language and posture
Touch is extremely powerful for building rapport in the right situation.
- Handshake, bro-hug, shoulder touch, etc
Be a good listener
- People like to talk about themselves, so let them, and listen to their stories.
- Ask an open question to clarify.

[15:20 - 22:11] Networking at Conferences

David talks about building a network at conferences
You need to have a plan
- who you want to meet
- why you want to meet them
- What value you want to give them
David shares his experiences in building a specific network at a conference
- Prioritize the top 3 people that you want to network with.
30-second elevator pitch
- Learning who you are and what you do
- Practice and be confident
Find the synergy by listening to what they are saying.
The goal of networking is to figure out who you can help, who can help you, and who is worth building a relationship with.
David talks about how he decided or prioritized who to build a network within the conference.
- Push yourself out of your comfort zone and open the doors of opportunity
Relationship building is all about quality over quantity.

[22:12 - 26:01] Virtual Networking Opportunities

David talks about building virtual networking opportunities (Zoom socialize, virtual meetups, podcast forum, etc.)
David shares his experience being a speaker at a virtual meeting event of South West Missouri real estate.
There are many ways to stay in touch and build a network through social media.
David shares some advice to get in touch with someone who has a big social media following.
- Be social, share, and comment on their posts.
- They will notice and be more receptive to talk to you.

Tweetable Quotes:

“ In building rapport, you have to facilitate and build trust in your potential client. ” - David Pere.

“ We do judge a book by its cover, so use that to your advantage. ” - David Pere.

“The goal of networking is to figure out who you can help, who can help you, and who is worth building a relationship with.” - David Pere.

You can connect with David on LinkedIn, Instagram, and Facebook. Check his website at www.frommilitarytomillionaire.com.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 3 of my conversation with an incredible real estate agent, Amy Stack. She will be talking about some pivot that she took since the pandemic started, especially in cold calling and using TikTok to get a business following.

Let’s jump right into this episode, learn more about cold calling, make moves in the pandemic situation, and be female in real estate.

[00:01 - 09:04] Cold call and Skip Tracing

Amy talks about how she makes her cold call more friendly and attractive for people to hear.
- Pump yourself up, so you can be excited and be genuine about the conversation.
- If she does not do something that makes it feel genuine, she will not put it out there.
Start a habit of asking for any recommendations to be called.
Amy shares her experience in skip tracing with Yellow pages, Spokeo, and White pages premium.

[09:05 - 15:44] Making the Moves in the Midst of Pandemic

Amy talks about making moves during the pandemic.
We talk about the 80/20 role.
It’s all about communication in anything.
Focus and work on your own superpower, especially when facing the fear of people’s response.
You are yourself, be true to yourself even if you get denied or rejected by some circles.

[15:45 - 27:20] Being Female in the Real Estate Industry

Amy shares her challenges as being a female in the real estate industry.
- Women have to work twice as hard to show that you know what you are talking about.
- Amy shares her experience of being discriminated against in the real estate industry.
Amy talks about the shift that her team has made since the pandemic started.
- Core 4 program; Body, being balance and business
- Attracting people differently in the virtual world.
If you are not true to yourself, it would not be a sustainable and happy life.
Final words from me

Tweetable Quotes:

“ Focus and work on your own superpower, especially when you are facing the fear of people’s response.” - Amy Stack.

“ I honestly believe that women can do it successfully and even better in real estate.” - Amy Stack.

“Pump yourself up, so you can be excited and be genuine about the conversation in the Cold-calling process.” - Amy Stack.

Resources Mentioned:

Spokeo
White Pages Premium
Yellow pages

You can connect with Amy on Linkedin.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 2 of my conversation with an incredible real estate agent, Amy Stack. She will be talking about some pivot that she took since the pandemic started, especially in cold calling and using TikTok to get a business following.

Let’s jump right into this episode and learn more about cold calling and using TikTok to get a business following.

[00:01 - 14:39] Using TikTok for Real Estate

Amy talks about how she began to use TikTok for real estate and how it went viral.
- A platform to advertise and market your business.
By establishing yourself as a real person, you are drawing people to you.
- Be relatable to attract people and potential clients.
It’s all about being yourself on any platform.
- She talks about her experience with cold-calling.
Amy talks about the plus points of TikTok editing compared to other platforms.
Amy shares her story of getting sales from TikTok.
Put yourself out there, so then when your clients meet you, they already know a little bit of you.
- TikTok allows you to show your personality.

[14:40 - 24:23] The Qualities of a Successful Realtor

Amy talks about the mindset of learning and admitting that you can not do everything.
- She talks about having the courage to ask for help when you need them.
Keep working on what you are good at and do the best.
If you are not 100% sure to do something, then do not do it.
- Do everything genuinely and authentically.

Tweetable Quotes:

“ By establishing yourself as a real person, you are drawing people to you. ”- Amy Stack.

“TikTok allows you to show your personality .” - Amy Stack.

“ Do everything genuinely and authentically .” - Amy Stack.

You can connect with Amy on Linkedin.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

“Cold calling is still like a mental hurdle that you have to get over.”

Today I had the pleasure of speaking with an incredible real estate agent, Amy Stack. She will be sharing some pivots that she took since the pandemic has started, especially in cold calling and using TikTok to get a business following.

She has been using TikTok and offers an eclectic mix of content types. She showcases the neighborhood and her personality and answers plenty of real estate questions that her prospects might ask.

Let’s jump right into this episode and learn more about cold calling and using TikTok to get a business following.

[00:01 - 05:34] Opening Segment

Let’s bring in Amy Stack to the show.
I talk briefly about Amy’s background as a hairstylist for 11 years.
Amy talks about the challenges of doing cold calling.
- She shares her first experience with cold calling.

[05:35 - 15:19] Cold Calling Strategy

Amy shares about the quick shift she took from open houses to cold calling since the pandemic.
- She talks about the team that she joins.
- They push me to be more assertive and go after my goals.
Cold calling is still a mental hurdle that you have to get over.
Amy talks about her strategies in approaching potential clients.
- Knowing what to say based on their responses.
Finding new leads from your clientele.
She talks about the script that she uses to questions and approaches her clientele.
- Educate people and get them excited about the real estate
She talks about how she connects with people over the phone.
- She sends out video texts and emails.

[15:20 - 24:54] Virtual Landscapes in Real Estate

Amy shares about the fluctuation in her business this year.
- She shares about the current wild situation in Metro Detroit real estate
Video tours media for home listings
- she talks about the new virtual environment in real estate.
There are some success stories in this virtual environment.
Amy talks about making relationships and connections online.

Tweetable Quotes:

“ Cold calling is still a mental hurdle that you have to get over. ”- Amy Stack.

“ Be around people that encourage you to be more assertive in a good way; go after your goals and not passively let things happen .” - Amy Stack.

“ We need to be more outgoing online to make more connection virtually .” - Amy Stack.

Resources Mentioned:

You can connect with Amy on Linkedin.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 3 of my conversation with a digital marketing genius, Allen Levings. He is the founder of Series 5 Digital Marketing and VP SEO of Clixy. He will share some hacks to help us increase the ranking and rating in our digital marketing.

If you weren’t able to follow this episode, please go back and listen to parts 1 and 2.

Let’s jump right into this episode and learn more about the digital marketing world’s dynamic, plus some hacks to help you in digital marketing.

[00:01 - 10:59] Google Searches

Allen talks about the Geo-Location in Google My Business.
- Google will show you the closest three places, a.k.a the snack pack.
The black hat technique.
When it comes to market your brand, you have to approach it from multiple angles and not rely only on your GMB listings.
Allen talks about the five parts of the google search page.
Organic listing on google.
Allen talks about the primary ranking signals for Apps searches.
- User Engagement.

[11:00 - 19:29] Repurposing Content on Various Platforms

Allen talks about repurposing content across platforms.
- It will not hurt your rank unless you duplicate content on multiple pages on your website.
We talk about targeting different audiences on different platforms.
Allen talks about various major platforms that Facebook owns.
Monopoly power in market area vs. product efficiency.
The ease of mobility amongst various platforms for business owners.
Final words from me.

Tweetable Quotes:

“On apps searches, the more reviews you get, the higher your rank will be.” - Allen Levings

“Repurposing content is the primary function of staying active on different platforms of social media and running a business at the same time.” - Allen Levings

“When it comes to market your brand, you have to approach it from multiple angles and not just rely on your GMB listings.” - Allen Levings

You can connect with Allen on Linkedin and Facebook.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 2 of my conversation with a digital marketing genius, Allen Levings. He is the founder of Series 5 Digital Marketing and VP SEO of Clixy. He will share some hacks to help us increase the ranking and rating in our digital marketing.

If you weren’t able to follow this episode, please go back and listen to part 1.

Let’s jump right into this episode and learn more about the digital marketing world’s dynamic, plus some hacks to help you in digital marketing.

[00:01 - 07:00] Know your Audience

Allen talks about choosing the right headline for your brand.
The importance of knowing your audience.
For real estate professionals, youtube can be a great tool to market your brand.
Allen talks about hitting different segments of the audience differently.

[07:01 - 15:05] Google My Business

Allen explains about Google my business listings and how it works.
- GMB is primarily for local businesses.
Being everywhere at once is really important.
Allen talks about using the right platform for your type of business.
The prime times to post on social media are based on your business area.
Allen talks about the limit of connection in LinkedIn.

[15: 06 - 20:18] Business Address

Allen talks about the hack to use a fake address in the bigger metropolitan area.
This hack cannot be used for some platforms that require verification of the address.
Allen talks about the danger of using this fake address hack.
- If two businesses are at the same address, then Google has to choose between one of them.
Google will not verify an address that having a shared office location.
Allen talks about getting GMB listing on PO box address.

Tweetable Quotes:

“It is very important to know your audience” - Allen Levings.

“For real estate professionals, youtube can be a great tool to market your brand.” - Allen Levings.

“It is a great thing to have more than one option of platforms because being everywhere at once is important .” - Allen Levings.

Resources Mentioned:

Grant Cardone
Google My Business

You can connect with Allen on Linkedin and Facebook.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

The digital marketing and technology world changes so quickly and keeps updating every single day.

Today I had the pleasure of speaking with a digital marketing genius, Allen Levings. He is the founder of Series 5 Digital Marketing and VP SEO of Clixy. He will share some hacks to help us increase the ranking and rating in our digital marketing. He also helps local people to get their google my business listings.

Let’s jump right into this episode and learn more about the digital marketing world’s dynamic, plus some hacks to help you in digital marketing.

[00:01 - 07:39] Opening Segment

Let’s bring in Allen Levings to the show.
Allen shares about his current career and focus
- He talks about his agency called Clixy.
- He talks about The Lab, a digital marketing course.
Allen talks about a few wacks to increase the viewers and rank in searches for Youtube.
- Play a feature video to welcome viewers to your channel.
- Create playlists with keywords that you want to rank for.
- Adding links to your social media, website, and key pages.
- He talks about the Youtube channel URL.
- Optimize your video.
- Add in a long description on your Youtube video.

[07:40 - 11:45] Top Tips for Youtube channel

Allen shares some important hacks that people do not always do.
- Adding NAP (Name, Address, and phone)
Building up entities for your rank in google
- Add a Facebook page
Added link to Google My Business and other links
Using hashtags
Engagements and rankings
Allen talks about the Blackhead method.
Allen talks about the intro video.
- Make sure to mention all the keywords right away.
- Autoplay with sound and caption.

[11: 46 - 17:09] Optimization on Website

Allen talks about the optimization of the website
Make sure your site is optimized for mobile phones and fast.
Create engageable content and good for the reader
- Not just focusing on the keywords
- NLP natural language processing
Competitor research.
The importance of checking your website on various browsers
- Comparing desktop and mobile
Build your website on mobile view is very important.
- Google will check the mobile responsive.

[17: 10 - 20:52] The Dynamic in Digital Marketing World

The digital marketing and technology world changes so quickly.
- Google is doing updates to their algorithm almost every day.
People always look for the easiest website to interact with.
Allen talks about the 3-second time frame and user engagement in google.
- The bounce rate.
People have a short attention span, and it is only getting shorter as technology gets faster.

Tweetable Quotes:

“Make sure your site is optimized for mobile phones and have a good mobile responsive” - Allen Levings.

“Digital marketing and technology world changes so quickly, google is doing updates to their algorithm almost every day” - Allen Levings.

“Many studies have shown that people have a short attention span, and it is only getting shorter as technology gets faster.” - Allen Levings.

Resources Mentioned:

Clixy
The Lab Digital Marketing
Series 5 LLC

You can connect with Allen on Linkedin and Facebook.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

It is an easy thing to plug in once you understand how to correctly design it and maximize your IRS.

This episode is part 3 of my conversation with The Founders of Infinity Investment Strategies, Erica Neal, and David White. They are wealth strategists who work with business owners & real estate investors on managing their cash flow and liquid assets through the most efficient strategies.

If you weren’t able to follow this episode, please go back and listen to parts 1 and 2.

Let’s jump right into Their fantastic success journey and learn more about the Infinite Banking Concept plus all of their strategies.

[00:01 - 11:29] Paradigm Shift in the Infinite Banking Concept

Erica talks about the paradigm shift in The Infinite Banking Concept.
- Money and math are not the same; it works and functions differently.
The different tools have different ways to make money.
- The money we get from the bank is for the short term, and it has to be used within the timeline.
- Long term money such as real estate can be your income source for the long run.
Erica talks about the savings dilemma that most people have.
- If you want safety and liquidity, you would have to sacrifice growth and vice versa.
Think about assets as ‘the Vault’ (Warren Buffet theory).
- She talks about treating your money as the vault.
The velocity of money by Robert Kiyosaki.
- The day that we do not earn interest is the day that we lost money.
The only asset that actually performs all of these functions is the dividend-paying guaranteed whole lot interest cash value policy.
Generational wealth mindset.
- ‘What Would the Rockefellers Do?’ by Garrett Gunderson
Your cash value is guaranteed to increase every single year.
- The only aspect that can not be guaranteed is the future annual dividend.

[11:30 - 12:29] Protection and control Element

Taxes protect 100% of the cash value.
Erica talks about protecting yourself from predators.
- Another cushion that provides separation of liability
Financial reporting
- The vault aspect
- You can make yourself appear as illiquid as possible.
Erica talks about the control element.
- We can protect and shield our money when we need to and show our cards when we need to.
We are financing everything we buy.
- Pay cash vs. go into debt
- Do we want to pay interest or lose the ability to earn future value interest in the money?

[19:30 - 12:29] Math Vs. Money

Erica shares a scenario of earning future value interest.
- Amortization of interest.
- Earning more interest than what we pay and also adding to the additional tax benefit.
David talks about the compound interest curve and how it works.
- Exponential upward trend
- He gave an analogy of the tortoise and the hare.
Erica shares about some of their clients’ case
- Upfront and transparency
- The interest rate that you are earning and you’re paying are not the same.
Emulate successful people in doing things in a different way
- If we do what nobody else is willing to do, we will have what nobody else will have.
- Erica shares stories about Rockefeller and Disney
The biggest banks have over 50% of their assets held within the corporate-owned whole life insurance.
- Phased out banks and be your own banker
David talks about the easiest way to get enacted to a deal
- Liquidity and net worth

[39:50 - 44:07] Closing Segment

Erica shares some names that have been using the Infinite banking concept
- You have to understand how to utilize the strategy fully
Infinite banking is a strategy and an enhancement of what we are already doing.
It is an easy thing to plug in once you understand how to design it and maximize your IRS correctly
Final words from me.

Tweetable Quotes:

“Money and math are not the same; it works and functions differently.” - Erica Neal

“If we do what nobody else is willing to do, we are going to have what nobody else is gonna have.” - Erica Neal

“It is an easy thing to plug in once you understand how to correctly design it and maximize your IRS.” - David White

Resources Mentioned:

Warren Buffet
The velocity of money by Robert Kiyosaki
What Would the Rockefellers Do? Book by Garrett Gunderson

You can connect with Erica on Linkedin and David on Linkedin; you can also visit their website at infinityinvestmentstrategies.com.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

What Would the Rockefellers Do?: How the Wealthy Get and Stay That Way ... And How You Can Too

View Details

Infinite Banking is like a paradigm shift to understand how these financial tools work in concert with each other.

This episode is part 2 of my conversation with The Founders of Infinity Investment Strategies, Erica Neal, and David White. They are wealth strategists who work with business owners & real estate investors on managing their cash flow and liquid assets through the most efficient strategies.

If you weren’t able to follow this episode, please go back and listen to part 1.

Let’s jump right into Their fantastic success journey and learn more about the Infinite Banking Concept plus all of their strategies.

[00:01 - 05:19] How Infinite Banking Concept Works on Real Estate

Erica talks about the feedback from her friends and clients who are in multifamily.
- You can not take a depreciation deduction if you invest with the self-directed IRA.
- Restricted access to funds
- Possible UBI taxation
Erica talks about how the Infinite Banking concept could be the solution for many issues in real estate.
- You can take the depreciation deduction
- Taking the real estate tax benefit as well as adding more
Infinite Banking is also known as the Rich Man ROTH.
- No income or contribution limit
- Guaranteed growth element
- Full control of liquidity

[05:20 - 12:29] Four Pillars of Infinite Banking

Lower taxes
- A lot of tax benefits now and later
Increase leverage
Increase Control
- You are in control of your money and the terms.
Lower risk.
- A completely separate asset class
David talks about the legacy and passing down wealth.
- How much of what we have created will go down to our kids and the state tax.
Protection for your assets.
- Mitigating wealth eroding factors
There are no bad financial products. Just bad strategy and implementation.
- each financial product are made for something specific

[12: 30 - 23:05] The Foundation of Infinite Banking Concept

David talks about two economic powers in the financial world.
- Array to return/Investment Power; anything that can fluctuate in values
- Actuarial science; the ability to use a product to predict the growth and cash value accurately
You are combining something in your financial tools where Pros offset the Cons.
Infinite Banking is like a paradigm shift to understand how these financial tools work in concert with each other.
Erica talks about the foundation of The Infinite Banking Concept.
- It is predicated on what Albert Einstein called the eight wonders of the world.
- Take advantage of the Compound interest curve.
David shares some analogies to explain more about Infinite banking.
- Increase the arbitrage on the landing
- Analogy in the rate of return
David talks about leveraging our own money and reducing the amount of money we give to the bank.
Infinite banking is not a massive growth strategy but a way to accelerate what you are doing in real estate.
- Recapture interest back to your pockets
- It gives you more money to grow and reduces the wealth eroding factors along with the way.

Tweetable Quotes:

“In Infinite Banking, you can take the depreciation deduction and take the real estate tax benefit as well as adding more.” - Erica Neal

“There are no bad financial products. There are just bad strategies and implementations, each financial product is made for something specific.” - David White

“Infinite banking is a way to accelerate what you are doing in real estate, recapture interest back to your pockets, give you more money to grow, and reduce the wealth eroding factors along with the way.” - David White

Resources Mentioned:

Compound Interest - Eight Wonders of the world theory by Albert Einstein

You can connect with Erica on Linkedin and David on Linkedin, You can also visit their website at infinityinvestmentstrategies.com.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

To succeed in Infinite Banking it is really important to use the right tools and set it up correctly.

Today I had the pleasure of speaking with The Founders of Infinity Investment Strategies, Erica Neal, and David White. They are wealth strategists who work with business owners & real estate investors on managing their cash flow and liquid assets through the most efficient strategies. Their passion is to teach the Infinite Banking Strategy and create cash flow from multiple asset classes.

Let’s jump right into Their fantastic success journey and learn more about the Infinite Banking Concept plus all of their strategies.

[00:01 - 06:39] Opening Segment

Let’s bring in Erica Neal and David White to the show.
I talk about how we met
David talks about his background
- 17 years in the financial world
- Started out as a stockbroker
- Jumped to the infinite banking
- Started to get active in multifamily real estate
- Met Erica and build Infinity Investment Strategies firm

[07:40 - 10:59] Infinity Investment Strategies

David shares briefly about Infinity Investment Strategies.
Involve in real estate and partnering up with some key players in Multifamily.
Erica talks about their current focus on Infinity Investment Strategies.
- Focus on real estate entrepreneurs and business people.
- Teaching people how to create cash flow, scale, and improve their business.
Providing guidance and planning process for entrepreneurs.
Erica shares her experience in the infinite banking world.
Erica talks about the benefits of being on the independent platform.
- The ability to partner with multiple Fortune 500 companies.
- Get the chance to work closely with each client.

[11: 00 - 12:06] Infinite Banking Concept

Erica shares the background concept of Infinite Banking.
- Created by Nelson Nash
Strategy in economic plan focusing on a specific type of cash value policy.
Erica talks about the importance of using and setting up the right tools correctly in order to succeed in infinite banking.

Tweetable Quotes:

“Nowadays, it’s all about using the right tools for the right job.” - Erica Neal.

“We need to work smarter, not harder.” - Erica Neal.

“Not many people could build true life prosperity to their retirement through this type of vehicle such as stockmarket .” - David White.

Resources Mentioned:

Becoming Your Own Banker: Unlock the Infinite Banking Concept Paperback Book By R. Nelson Nash

You can connect with Erica on Linkedin and David on Linkedin, You can also visit their website at infinityinvestmentstrategies.com.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

Becoming Your Own Banker: Unlock the Infinite Banking Concept

View Details

There are so many ways and strategies that people can use to succeed in real estate investment.

This episode is part 3 of my conversation with The President of Talie Investment, Anette Talie. Anette is an Architect by career who became a Multifamily Real Estate Investor in 2011.

She is also the host of Deal Closer and 3 Expert Tips Podcast. If you weren’t able to follow these episodes, please go back and listen to parts 1 and 2.

Let’s jump right into Anette’s fantastic success journey to financial freedom and learn more about the mindset of financial independence.

[00:01 - 12:00] Raising Successful Entrepreneur

Anette talks about opening other options and opportunities for the next generation to be successful.
Anette talks about the idea of a Trade school program and diploma.
College is not for everyone, and it will not guarantee success.
- A lot of people are forced to go to college and end up wasting it.
Anette talks about how our cultures sometimes force us to get a college degree that we do not initially want or need.

[12:01 - 16:30] The Importance of Networking

Real estate is one of the options to be successful without a college degree.
Flexibility in real estate investment
- There are so many ways and strategies that people can use to make it in real estate investment.
Anette shares her focus and proposed on her Podcast Real Estate Deal Closers.
Anette talks about the importance of networking.
- The people that you are surrounded by are your best assets.
Anette talks about the meetups that she ran called “Multi-Family and More.’
- She shares about how she found and run the meetups.
- She ended up founding a bunch of new meetups.

[15:55 - 20:38] Overcoming Your Fear to Start

Don’t let your fear stop you; just keep going and keep pushing forward one step at a time.
- It does not have to be perfect, because done is better than perfect.
Anette shares the story about her experience and fear when she was about to launch the podcast.
It is all about the progress; little small steps will take you far.
- You need to start with one thing that you learn today and put that into practice.
Final words from me.

Tweetable Quotes:

“There are so many ways and strategies that people can use to make it in real estate investment.” - Anette Talie

“Don’t let your fear stop you; just keep going and keep pushing forward one step at a time.” - Anette Talie

“It is all about the progress, little small steps will take you far.” - Anette Talie

Resources Mentioned:

Multi-Family and More Community Facebook group

You can connect with Anette on Facebook, Linkedin, and you can also visit her website at https://talieinvestments.com/.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

If there is anything that you want to get done, you just have to put it on paper and start to look for ways to make it happen

This episode is part 2 of my conversation with The President of Talie Investment, Anette Talie. Anette is an Architect by career who became a Multifamily Real Estate Investor in 2011.

She is also the host of Deal Closer and 3 Expert Tips Podcast. If you weren’t able to follow this episode, please go back and listen to part 1.

Let’s jump right into Anette’s fantastic success journey to financial freedom and learn more about the mindset of financial independence.

[00:01 - 05:59] Make it Happen

Anette shares her story about taking a backpacking trip around the world for six months.
- She talks about the process of deciding and convincing her husband to do it.
If there is anything that you want to get done, you just have to put it on paper and start to look for ways to make it happen.
Move away the limiting beliefs that hold us back from doing what we want.
- It is normal to have fear, but it is important not to stay in it.
Ask yourself, what’s the worst thing that will happen when things do not go the way we want?

[06:00 - 16:30] Insights on Investment in These Pandemic Situations

Anette shares some insights for anyone who just started to invest
- Calculate the numbers to make sure it works
- Do stress testing on how long you can survive with this property if there is no tenant.
- Ensure all details when you do the analysis (tax growth, renovation, etc.)
It is very important to underwrite or look at your deals with a little bit more caution in these particular situations.
Anette talks about using a modified calculator to make sure that the numbers are making sense.
- Download and try her free modified calculator on her website talieinvestments.com.
Anette shares her experience with an unexpected raise of tax in her duplex.
- Every time you acquire something new, you learn something new.
We live and learn; it is important to take the lessons and never do it again.
Anette talks about her strategy to get an infinite return in cashing out a property in the long run.
Anette talks about taking HELOC (Home equity line of credit) to your properties and keep the money going.

[16: 31 - 23.01] Passing The Business Mind to the Next Generation

Anette shares how she got emerged in the financial independence concept in the beginning
- Found Suze Orman 'Women and Money’ book in Costco
- Got the affirmation after she read Rich Dad Poor Dad Book by Robert T Kiyosaki
Anette talks about teaching our children the right concept of money since they are at a young age.
A shift in parenting style to raise our kids with a business-oriented mind
- College education does help but it is not the only answer to success.
- The harder and smarter you work, the more you are going to get in life.

Tweetable Quotes:

“If there is anything that you want to get done, you just have to put it on paper and start to look for ways to make it happen.” - Anette Talie

“In these particular situations, it is crucial to underwrite or look at your deals with a little bit more caution.” - Anette Talie

“Every time you acquire something new, you learn something new.” - Anette Talie

Resources Mentioned:

Women and Money by Suze Orman
Rich Dad Poor Dad by Robert Kiyosaki

You can connect with Anette on Facebook, Linkedin, and you can also visit her website at https://talieinvestments.com/ .

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

It is okay not to know things, but you’ve got to have the courage to ask people and follow instructions to be able to succeed.

Today I had the pleasure of speaking with The President of Talie Investment, Anette Talie. Anette is an Architect by career who became a Multifamily Real Estate Investor in 2011.

She is also the host of Deal Closer and 3 Expert Tips Podcast. Her passion is to learn and share more about various strategies in real estate.

Let’s jump right into Anette’s fantastic success journey to financial freedom and learn more about the mindset of financial freedom.

[00:01 - 05:49] Opening Segment

Let’s bring in Anette Talie to the show
I share some of Anette’s remarkable achievements
Anette talks about her background career journey
- Born and raised in Peru.
- Became an architect in Florida
- Jumped into real estate to find an additional source of income
Being in real estate allowed her to stay at home for nine months to be with her baby

[06:55 - 13:59] Architecture and Real Estate Investment

Anette shares about the perks of being an architect in the real estate industry
- Being able to handle most things from the knowledge that she has on construction administration, etc
- Draw and design the apartments herself
Anette talks about her focus in multi-family
- She is more focusing on the C class properties.
- She explains the benefits of investing in C class and larger multifamily.
Anette shares her goals in real estate and life.
- Get financial freedom and options.
- Replacing her income and have flexible schedules to be more present to her family
The mindset of enjoying everything that you are doing, including your job

[14: 00 - 22.08] The Mindset to Get Your Financial Freedom

Anette shares her journey in real estate in the beginning
- Have some mentors to guide you through the journey
Explore different strategy options to get money and acquire the next properties
- Private money, hard money, etc
- Joined a mastermind to gain more knowledge
Anette shares her goals on her podcast.
- To share and educate people about various strategies in real estate and how other people make it.
- Learning many strategies from other investors
The mindset of abundance
- People share knowledge freely to help others
- The more you give, the more you get
Getting out of the scarcity mindset to be able to enjoy the money that you make with your family

Tweetable Quotes:

“It is okay not to know things, but you got to have the courage to ask people and follow instructions.” - Anette Talie

“The more you give, the more you get.” - Anette Talie

“Getting out of the scarcity mindset to be able to enjoy the money that you make with your family.” - Anette Talie

Resources Mentioned:

Deal Closers Podcast
3 Expert Tips Podcast

You can connect with Anette on Facebook, Linkedin, and you can also visit her website at https://talieinvestments.com/ .

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 3 of my conversation with the co-founder and host of The CashFlow Kings, Frank Patalano. Frank is a full time accredited real estate investor with a primary focus on cash flowing rentals. If you weren’t able to follow this episode, please go back and listen to parts 1 and 2.

Let’s jump right into Frank’s fantastic success story and learn more about his virtual assistance service company.

[00:01 - 08:24] Competitive Advantages

Multi-billion dollar companies get a competitive benefit from hiring VAs
Frank is answering a question about delegating Skip Tracing and Cold Calling to the VAs
- More people are hiring skip-tracers than the cold caller
Frank talks about the competitive advantages of the industry
- US dollar still consider a strong currency and valued higher in some parts of the world
Frank talks about how the value differences of the currency play a significant role in the benefits

[08:25 - 14:04] The Mechanism on Hiring VAs

You should be directing your adverts;
- finding and keeping customers
- delegating tasks (bookkeeping, email response, etc.) to the VAs
The more successful you get, you should not be the common slave to your business
To help your business, you need to focus on growing your clients’ leads, keep looking at deals, finding and researching new inventions
- You can not be doing everything yourself
Frank explains the mechanism in hiring VAs through his company
Hiring affordable help without lowering your standard and the quality of your service

[14:05 - 21:36] Closing Segment

How to contact Frank
- See links below
Frank shares about the special deal
- Full-time for friends and family $1200/month
- Get someone qualified for about the price or less than the minimum wage
- For part-time, we offer $800
The concept of growing slowly, with quality and building relationships
The great thing about entrepreneurship is we are helping people and get a win-win situation
- Helping our clients while helping our employees simultaneously

Tweetable Quotes:

“If these multi-billion dollar companies get a competitive benefit of hiring VAs, why do you deny yourself the same advantage.” - Frank Patalano.

“The more successful you get, you should not be the common slave to your business .” - Frank Patalano.

“By hiring VAs, you are hiring affordable help without lowering your standard and the quality of your service .” - Frank Patalano.

Resources Mentioned:

-

You can connect with Frank on Facebook, Linkedin, and you can also visit the website at www.cashflowkings.com/ and www.realagenthelper.com.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 2 of my conversation with the co-founder and host of The CashFlow Kings, Frank Patalano. Frank is a full time accredited real estate investor with a primary focus on cash flowing rentals. If you weren’t able to follow this episode, please go back and listen to part 1.

Let’s jump right into Frank’s fantastic success story and learn more about his virtual assistance service company.

[00:01 - 06:59] Tasks Delegation

Frank shares some examples of the real estate sales team with Virtual Assistants
- Prospects new leads
The accents of the VAs
- He talks about various accents of most VAs ( ex. India, Philippines)
Identifying those things that need to be delegated
- He talks about some possible issues regarding the task delegation
Frank shares one of his clients in property management that hires a VA as a full time personal secretary
- Handling complaints and direct calls

[07:00 - 12.24] The Agreements and Contracts

Frank talks about the legally binding nondisclosure agreement.
Frank breakdown how the contract works with VAs
An unforeseen inevitable situation such as typhoon etc
- Lost of power and internet connection
- Temporary replacement
Refund or replacement of VAs
Frank shares an example of how his client interview and choose a VA

[12: 25 - 21:34] The Benefit Comparison of the Wages

Caller ID System for VAs to take Inbound calls
Frank talks about the comparison between the standard cost for a secretary in the US compares to Virtual Assistant
The working hour for part-time VAs
- Working night shifts in the Philippines
- So much easier to work with the night shift
Frank talks about why the hourly rate of VA is below the minimum wage in the US.
- He talks about the standard living cost in the US to compare the minimum wage.
- no-tax require to be taken care of for our clients
Frank gives some example of big companies that hire and outsource their virtual assistance

Tweetable Quotes:

“There will be a legally binding nondisclosure agreement for every VAs that working with us to ensure both parties .” - Frank Patalano.

“In the case of unforeseen circumstances, for example like weather causes, there will be a replacement VAs that we will set up for our clients .” - Frank Patalano.

You can connect with Frank on Facebook, Linkedin, and you can also visit the website at www.cashflowkings.com/ and www.realagenthelper.com.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

When you are hiring virtual assistants, you can focus your time on growing yourself and your business.

Today I had the pleasure of speaking with the co-founder and host of The CashFlow Kings company and podcast, Frank Patalano. Frank is a full time accredited real estate investor with a primary focus on cash flowing rentals. With a background in Teaching, Frank bought his first property at the top of the last cycle. He is passionate about helping others build passive streams of income.

Let’s jump right into Frank’s fantastic success story and learn more about his virtual assistance service company.

[00:01 - 05:49] Opening Segment

Let’s bring in Frank Patalano to the show
I share some of Frank's amazing achievements
Frank talks about his career journey
- 17 years as a full-time teacher
- Ten years in the real estate industry
- The CashFlow Kings company and podcast
- Real Agent Helper Virtual Assistant Service Company
Frank shares about the background of Real Agent Helper Virtual Assistant Service Company
- Frank talks about The 4-Hour Workweek Book by Tim Ferriss
- Do you own a job, or do you own your own business?
- The only way to scale yourself up is to find and keep a potential talent to help you delegate the job, transform, and improve those processes.

[05:50 - 12.24] The Leverage of Hiring Virtual Assistant

Strategic work vs. Physical Work
If you want to grow your business, you have to start doing more of the systemic and intellectual approach.
When you are hiring VAs, you can focus your time on growing yourself and your business.
Frank explains three main reasons to hire a VA.
- The absolute advantage
- Comparative advantage
- Opportunity Cost
Frank talks about the concept of leverage in explaining the benefits of hiring VA.

[12: 25 - 21.28] The System of Hiring a Full Time VA

Frank talks about the system of hiring VA in his company,
- One VA is assigned to a person.
Frank talks about hiring a full-time VA.
- You will end up costing more in training people when you hire part-time VA.
The transition from self-employment to business ownership
Frank gives an example of assigning a VA in his company.

Tweetable Quotes:

“The question is not, “Am I able to afford a VA? But how am I surviving without one.” - Frank Patalano

“When you are hiring VAs, you can focus your time on growing yourself and your business.” - Frank Patalano

“The only way to scale yourself up is to find and keep a potential talent to help you delegate the job, transform and improve those processes.” - Frank Patalano

Resources Mentioned:

The 4-Hour Workweek Book by Tim Ferriss
The CashFlow Kings Podcast.

You can connect with Frank on Facebook, Linkedin, and you can also visit the website at www.cashflowkings.com/ and www.realagenthelper.com.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

View Details

This episode is part 3 of my conversation with the Co-Founder, Head of Human Resources & Marketing at Elevated Development, Misty Flanagan. If you weren’t able to follow this series, please go back and listen to parts 1 and 2.

Let’s jump right into Misty’s inspiring journey and learn more about the process of running an awesome marketing campaign.

[00:01 - 05:04] Keys to Successful Campaigns

Make sure you run each campaign for three months minimum and six months maximum
- Give your campaign some time to be successful while giving yourself some time to learn along the way
Track your campaign and make necessary adjustments along the way
Do not stop until you get what you want
- Take failure off the table and focus on improvements
Always follow-up persistently
- That is where your deal flow is going to come
- Be confident when you talk to your potential clients
Build the rapport to make them trust you
- Have patience and be calm

[05:05 - 14:19] Get Organized

Misty talks about having your system properly in order
- You don’t have to get everything figured out at the beginning
CRM (customer relationships Management system)
- Podio
Build a team
- Not recommended for beginning
Be prepared to accept the calls
- Just answer the phone; you know more than whoever is calling you
Misty talks about the changes she has to choose to make after the 5000 letters
- Stop the direct mail and turn to door knocking
You need to have another plan to deploy if you decide to stop a marketing campaign
Misty shares some advice regarding changing a name
- She thinks it is common to change names into an easier one
Misty answer a question about autoresponder
- Door-hanger
- She always follows up with a voicemail and a text message

[14:20 - 23.19] The Ability to Adapt and Change

Misty talks about some other avenues to find deals
- Be open to any possibilities
Always have the ability to adapt and change in some situations, especially in this pandemic
Take time to restructure your business and to scale
Educate yourself to get an update of what happens around you
Misty talks about buying a property at the auction
Misty talks about the process she takes if an owner doesn’t answer
- Mojo Dialer (pre-recorded voicemail)
- She talks about the texting campaign
If you truly want this, do not ever give up because it is possible

[23:20 - 26.37] The importance of Sharing Your Journey

Misty talks about sharing her honest experiences
Don’t ever feel like you are alone
It is easy to pick a marketing campaign, but it is hard to execute them and keep it going
Misty talks about her Life coach that focuses on women and real-estate
- She and her coach team up for a free webinar about real estate
Misty talks about her passion for people
Final words from me and Misty

Tweetable Quotes:

“Give your campaign some time to be successful while giving yourself some time to learn along the way.” - Misty Flanagan

“Your way is not the only way. Always be open for any opportunities and never say never.” - Misty Flanagan

“If you truly want this, do not ever give up, because it is possible.” - Misty Flanagan

Resources Mentioned:

Podio - CRM
Mojo Dialer

You can connect with Misty on Facebook, Linkedin, and you can also visit the website Elevated Development.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me!

View Details

This episode is part 2 of my conversation with the Co-Founder, Head of Human Resources & Marketing at Elevated Development, Misty Flanagan. If you weren’t able to follow this series, please go back and listen to part 1.

Let’s jump right into Misty’s inspiring journey and learn more about the process of running an awesome marketing campaign.

[00:01 - 09:49] Setting Expectations

Misty talks about how she tracks her daily goals
- Journaling in her miracle morning routine
- She talks about Trello
Setting the expectations for yourself
- Never compare yourself to others but focus on your journey and your own goals
Be realistic about your expectations and goals
- Start small and build-up
- Prevent you from feeling like you are failing
You don’t fail by trying but by quitting
Program yourself to look for opportunities, and that’s how we create
- Even when it seems like you are failing, you still can learn
Celebrate the small victories and let your goals change along the way
- Give yourself some grace for the learning curve

[09:50 - 19.20] Opportunities and Marketing Campaigns

Misty talks about determining your Marketing Campaign
- Make sure it aligns with your goals
Being realistic with yourself and understanding the resources that you have in front of you right now
Misty talks about the most popular and common marketing campaigns
- Find the one that suits you
Choose one to two maximum campaigns as new investors
- Scale it down and focus on a maximum of two campaigns at a time
Never say never; always be open to any possibilities
Choose which list you want to purchase
- She talks about the probate list
Misty talks about the list of providers
- Limit and track your list to make sure you are not wasting your money

[19:21 - 26.37] Take Your Massive Actions

Misty talks about taking massive actions and the first leap
Tweak, adjust and move forward
You can’t complain about the results that you did not create
Misty talks about the common fear in taking the first leap
- You will mess up along the way, but you will learn every single time that happens
- That allows you to be better each time
Use the network and resources around you
Always be thinking about the next step
Misty talks about what keeps her motivated during the failure
- Always have your ‘Why.’
- Taking something to learn from the failure and grow
- Listen to mindset podcast, books, and other resources

Tweetable Quotes:

“The more you go through it, the more you learn, and the more you will grow to bounce back.” - Misty Flanagan

“Failure is not an option when you give up. When you quit that is the time when you fail.” - Misty Flanagan

“You may not be able to control 100% the outcome, but you can control the execution of it.” - Misty Flanagan

Resources Mentioned:

Trello

You can connect with Misty on Facebook, Linkedin and you can also visit the website Elevated Development.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me!

View Details

Finding the right marketing campaign is significant to facilitate your business and help you reach your goals

Today I had the pleasure of speaking with the Co-Founder, Head of Human Resources & Marketing at Elevated Development, Misty Flanagan. She is a full-time Real Estate Investor/Developer and the Co-Founder of Guideway Investment Partners Houston Women's Real Estate Investor Alliance (WREIA). With her experiences, she is passionate about training and developing others while building teams.

Let’s jump right into Misty’s inspiring journey and learn more about the process of running an awesome marketing campaign.

[00:01 - 05:25] Opening Segment

Let’s bring in Misty Flanagan to the show
I share some of Misty’s amazing achievements
Misty talks about her career journey
- Being a fulltime Real Estate Investor/Developer for almost four years
- Co-Founder of Elevated Development
- Co-Founder of Women's Real Estate Investor Alliance (WREIA)
- Co-Founder of Level Up Remodeling (investor-focused remodeling company).
Misty talks about the introduction of the marketing campaign
- Overwhelmed in choosing a marketing campaign

[05:26 - 11.00] Residential Investing

Misty talks about finding the marketing campaign that will facilitate your business and reach your goals
Determine what kind of investor you want to be
- Are you an active investor or a passive investor?
The difference between active and passive investor
Misty talks about single-family Residential builder and Airbnb rental investing
Flipping and rehabbing properties
Know what you’re doing or partner up with somebody that knows what they are doing

[11:01 - 17.48] Commercial Investing

Misty talks about commercial investing (Multifamily, retail, syndicated deals, etc.)
Commercial investing is more for the passive investor
You can do a little bit of both when it comes to residential x commercial or active x passive
When you decide whether to invest in passive or active, you have to look at the amount of time that you have, and you want to put into this
Residential and commercial are two different investing strategies
As long as you are educating yourself and know what you are investing in, there is no need to do residential first
Misty talks about Passive investing that she does
- Private money
- ROI money

[17:49 - 25:07] The Goal Setting

Understand your current circumstance
Sometimes your personal goals get pushed to the wayside if the business goals are set first
Personal goals are really important and will keep you going on the tough days
You need to be fully focused and feel fulfilled personally and professionally
Break down your goals
- Create your short-term and long-term goals
- Make sure that your short term goals are the way to get you to your long-term goals
Remember to take a recovery day to decompress
The significance of feeling productive

Tweetable Quotes:

“The marketing campaign fails when you give up.” - Misty Flanagan

“When you decide whether to invest in passive or active, you have to look at the amount of time that you have, and you want to put into this.” - Misty Flanagan

“Personal goals are really important and will keep you going on the tough days.” - Misty Flanagan

Resources Mentioned:

Elevated Development
Women's Real Estate Investor Alliance (WREIA)

You can connect with Misty on Facebook, Linkedin and you can also visit her website at elevateddevelopment.co.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me!

View Details

This episode is part 2 of my conversation with one of my good friends, Keri Bednarz, about Virtual Assistance. If you weren’t able to follow this episode, please go back and listen to part 1.

Let’s jump right into Keri’s story and learn more about the effective way to work with VA.

[00:01 - 07:29] Training process

Keri talks about the engagement matrix that they follow
- Expertise matrix
- Impact matrix
- Deal flows
- Brand growth and profitability
Make sure you are putting out what people want to see
Keri shares her experience of the training process at the very first two weeks
- Had daily meetings with her VA to understand the job descriptions
Rocket station keeps all of the VA accountable
- Once a week, meeting with the supervisor to share review and feedback
- If you hire the VA fulltime, they will only be working for you
- Two weeks trial as a part-timer for 20 hours

[07:30 - 14:25] Communication and Working Tools

Keri talks about Slack and how it works.
- Team communication tools
- Multiple channels for different topics and divisions
- Organizes everything for you
Keri talks about keeping all the contents that her VA made.
- So when he no longer works for her, she could still have access to them.
- She talks about the importance of keeping backups.
Getting to self-led habits
- Guide and direct them in the right direction
- It takes a little bit of time to understand what you are doing.

[14:26 - 20:04] Communication style and Job Delegation

Keri talks about her communication style to her VA.
- Being blunt but polite
- Let your VA knows when they are doing a good job.
Giving appreciation to your VA, especially when they are doing a good job
- Possibility of a bonus for them if they work through another company like Rocket Station
Keri talks about the possibility of an issue with an internet connection and power source.
- Obstacles from natural causes such as weather, typhoons, storms, etc.
Her VA always lets her know whenever he can or cannot be contacted.
- Excellent work ethics
Get your daily tasks written on paper in detail.
- So you would know how much free time you could get when you delegate the job to your VA.
- Send it to your VA si they would understand what you need them to do.
Make your own onboarding SOP videos.

[20:05 - 25:00] VA Hiring Platforms

Keri talks about multiple platforms where you could hire a VA.
- Upwork
- Rocket Station
- Fiverr, Etc.
Keri shares her daughter’s experience hiring VAs through Upwork.
Keri talks about all of the benefits she got from hiring VA through Rocket station.
- Making the hiring process way easier

[25:01 - 29:07] Increase The Engagement

Keri shares a funny story of her experience with her VA.
When you do virtual meetings, make sure you also pay attention to your surroundings
Final words from me

Tweetable Quotes:

“When you do virtual meetings, make sure you also pay attention to your surroundings and background.” - Keri Bednarz.

“Get your daily tasks written on paper in detail, so you would know how much free time you could get when you delegate the job to your VA.” - Keri Bednarz.

“By hiring VA, it will give you more time to focus on the engagement and be the voice of your company without having to deal with the small things” - Keri Bednarz.

Resources Mentioned:

Rock Station
Slack tools
Upwork.com
Fiverr

You can connect with Keri on Facebook, Linkedin and you can also checkout some of her blogs at https://www.elevatecig.com/.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me!

View Details

Do you feel overloaded with your work and hardly finding time to focus on your business improvement? Don’t worry; now you can hire a VA to help you with that.

Today I had the pleasure of speaking with one of my good friends Keri Bednarz. Keri is a highly motivated real estate investor, salon owner, and entrepreneur with thirteen years of experience in single-family, multi-family, commercial, and raw land development.

She will share her experience in hiring a VA, how it helps her lighten her workload, and give her more focus to level up.

Let’s jump right into Keri’s story and learn more about the effective way to work with VA.

[00:01 - 08:49] Opening Segment

Let’s bring Keri to the show
Keri talks about the beginning of her career journey.
- She begins investing in residential real estate in 2006
- Did a few flips, rental, and owner finance property
- Begin in multi-family in 2018
Keri talks about how she started to hire a VA.
- Joined elevate in 2019 hired a VA since May.
- Begin to get overload with her job
- His husband set up an interview with a VA selection company for her.
- She uses Rocket Station.
Keri shares her opinions on how good her VA works.
- Has been helping her to elevate and level up quickly
- It took a few weeks to get a grip on the job but has been doing fantastic since
- Planning to hire another VA

[08:50 - 13:48] Tips on Hiring Your VA

Keri shares some tips on how to hire a VA
Ask them some of off wall questions.
- Make sure that they are a quick thinker.
- See their true communication skill
Make sure they have good internet
- It is very important that they can connect with you.
Make sure they have the right equipment for their job.
Flexibility in their working hour
Find a good communication tool to communicate with them.
- She uses Slack to communicate.
Keri shares her experience working with her VA.
- Being open to any suggestions from your VA
- Asks them feedbacks for improvement
Daily report on their job
- Beginning and end of the day report

[13:49 - 17:48] VA Job Descriptions

Keri talks about her VA job description.
- The main focus was to take and create video content.
- Edit videos for social media content on various platforms
- Scheduling the content for her
Took two weeks of training
Her VA has created the entire month’s worth of content in just two weeks.
- Putting out incredible content
- Posting 3 times a day
- With much much better quality content

[17:49 - 23:59] The Adaptation Process

Keri talks about how her VA learn her voice.
- Getting used to her voice and communication style
Just because it’s not your way does not mean it is not good.
- Being open to any suggestions
- Sharing and exchanging ideas
He is also doing the SEO for her website.
Turns videos to micro contents
Rebranding her youtube channel
Posting her blogs on the bigger podcast
Handling FB groups and Instagram
She talks about hiring another VA to help her with CRM.

[24:00 - 28:35] Increase The Engagement

Keri talks about the virtual meetups
Having the checklist to work on
Her VA not only creating the content planning but also tracking the matrix on her post.
- Increases the engagement
- Giving her the monthly report
Keri talks about the hourly rate
By hiring a VA, you would go so much quicker than if you do it yourself.

Tweetable Quotes:

“By hiring a VA, you would go so much quicker than if you do it yourself.” - Keri Bednarz.

“Before you are about to hire a VA, make sure that they have good internet and the right equipment for their job.” - Keri Bednarz.

Resources Mentioned:

Rock Station
Elevate Commercial Investment Group

You can connect with Keri on Facebook, Linkedin, and you can also check out some of her blogs about multifamily investment at https://www.elevatecig.com/.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me!

View Details

This episode is part 3 of my conversation with the “black belt” in real estate taxation, Michael Plaks. If you weren’t able to follow this episode, please go back and listen to part 1 and part 2.

Let’s jump right into Michael’s story and how he saves real estate investors from excessive taxation.

[00:01 - 05:29] Real Estate Professional Documents

How do I document what I’m doing so that I could be considered a real estate professional?
- Your tax professional is not going to ask you to prove anything as long as it makes sense.
- IRSA may ask you to prove it
- Keep track of these four items for every expense: ‘where, how much, to whom, and why.’
- If you have multiple properties, you will have to keep track of the no. 5, ‘for what property.’
Don’t put it on QuickBooks; it is a too complicated system and not ready for Real Estate Investors.
- You could customize QuickBooks but still will a little bit complicated.
- Unless you have professional help to customize, stay away from it
- If you don’t want to have a professional system, use expense tracking apps, they are more simple.

[09:27 - 17:14] Bonus Depreciation question

Last year I had Bonus depreciation, but neither one of us is a real estate professional, so we could only deduct it on the passive income receipt. Is it have to be the properties associated with deduction, or can it be used on some of our other rentals?
- Bonus depreciation is a form of depreciation and one of the methods to deduct appliances when you buy rental properties.
- The answer to this case is; the husband can not qualify to deduct because of his W2 job, but the wife could because this year, she has spent more time in real estate than other jobs.
- It could only be unlocked when you spend more time in real estate within the year than any other job.

[17:15 - 25:54] Income vs Tax

Michael shares a study case that he presented in his class
- Tell stories of some clients and ask the students about their opinions
The amount of tax that someone is paying reflects the amount of money that they’re making
- Better off willing to pay 45% of the income to tax, then not making any money at all
Start reaching out for professionals to avoid costly mistakes

Tweetable Quotes:

“Unless you have professional help to customize, stay away from Quickbooks” - Michael Plaks.

“Better off willing to pay 45% of the income to tax, than not making any money at all .” - Michael Plaks

Resources Mentioned:

https://www.michaelplaks.com/

You can connect with Michael on Facebook, Youtube, and Linkedin. You can also check out his website at https://www.michaelplaks.com/

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me!

View Details

This episode is part 2 of my conversation with the “black belt” in real estate taxation, Michael Plaks. If you weren’t able to follow this episode, please go back and listen to part 1.

Let’s jump right into Michael’s story and how he saves real estate investors from excessive taxation.

[00:01 - 05:29] Become a ‘Real estate Professional.’

We both have full-time jobs. Can we commodify real estate professionals if one of us obtains a realtor license?
- The answer is No
How do we become a real estate professional?
- It is not ‘becoming,’ but a qualification
Michael talks about Federally licensed Enrolled Agent (EA)
- Designation and representation before the IRA
- Defended clients in multiple orders were real estate professional status was challenged by the IRS
A real estate professional has to pass a certain test
- They have to spend more time in real estate than anything else to get money

[05:30 - 17:14] Rental Property Tax Deduction

I have rental properties, I buy new appliances. Can I deduct the full cost of appliances right away?
- The answer is Yes, you can deduct it.
- Three different ways to do it
What if you have a rental property, and you had it for three years and never claimed depreciation. Can I fix this mistake by filing an amended tax return for the last three years?
- The answer is No
- You can fix the mistake but not with an amended tax return
- Completely different form and procedure
- Highly recommend hiring a professional
Can I deduct 100% of the property taxes on my rental property if they are higher than the new tax law limit of 10,000?
- Started in 2018; we have new tax reform
- As an investor, you are not limited at all
- It is only limited for residences, not for investors
- The answer is yes; you can deduct 100%
I take my rental property; I get a mortgage for a rental property to buy a boat. Can I deduct the interest?
- The answer is No
- Your interest is deductible based on what you use the loan for
- It will only be deductible if you use to buy a new rental property, but not for personal reasons
What if I turn my old house into a rental for two years, then I move back to live in this house myself for two more years, do I have to pay taxes when I sell it?
- Yes, you do
- If you move back into the house, then you still have to pay for tax when you sell it
- If you don’t live there three years before you sell it, you can sell it tax-free

[17:15 - 25:54] Business first, Taxes Second

Never sell or buy anything for tax reasons
- Taxes should never control your decisions
- Don’t forget the bigger picture; the bigger picture is live your lifestyle the way you want it, and make money in your business
Michael talks about his website
- https://www.michaelplaks.com/
Michael talks about REITax Corp
- Specialize in all included service
- Help you improve your real estate business
- Help you in taxes, bookkeeping, IRS problem
- Business advisory, etc
If someone has decided to buy a duplex or a quad and they are going to house hack it, how is the tax on that treated, are they will be able to deduct for all the units?
- House hacking is not an investment, but a lifestyle for a starter house
- You can split your taxes and bills
- But you can not remove your capital gain taxes

Tweetable Quotes:

“Never sell or buy anything for tax reasons. Don’t forget the bigger picture, the bigger picture is live your lifestyle the way you want it, and make money in your business.” - Michael Plaks

“House hacking is not an investment, but a lifestyle for a starter house.” - Michael Plaks

Resources Mentioned:

https://www.michaelplaks.com/

You can connect with Michael on Facebook, Youtube, and Linkedin. You can also check out his website at https://www.michaelplaks.com/

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me!

View Details

Are you sure that you really understand real estate taxation? Let’s find out here.

Today I had the pleasure of speaking with a “black belt” in real estate taxation, Michael Plaks. A first-generation Russian immigrant who founded REITax Corp and two other top tax firms in Houston since 1996. Michael is an award-winning speaker, best-selling author, and also the ultimate expert in IRS taxation for realty investors.

Let’s jump right into Michael’s story and how he saves real estate investors from excessive taxation.

[00:01 - 07:29] Opening Segment

Let’s bring in Michael Plaks to the show
I share some of Michael’s amazing achievements
Michael talks about his background and his specialty
- Coming from Russia with the same attitude on taxes
- Specialty in taxation since 1996
- He talks about REI Tax Corp
Michael talks about the new rule of the conversation
- Pick random topics regarding real estate taxation
- If you are new in REI you will learn various taxation terms
- If you have been in REI for a while you can test yourself in the 10 yes/no questions test
- If you are choosing a professional to work for you, regarding taxation, you can use this information to see if you are in good hands or not

[05:20 - 25:38] 10 Yes/No questions

If there is a couple who makes a 200k salary between husband and wife, can they reduce their tax with tax rivals from rental properties?
- The answer is No
- 200 happens to be too high
Michael explains the taxation system in Real estate
If we buy rental properties and pay 100 grand for it, and in 5 years it will double in value, is it possible to avoid capital gain taxes when we sell it?
- The answer is yes
- 1031 exchange strategy
If you buy a fixer-upper to rebuild sales and do construction on it, do we get long term capital gains?
- The answer is No
State income taxation
Self-employment tax
Strategies to mitigate and anticipate Flippers high taxation
Can we lend out IRA money to another real estate investor?
- If it is your own 401k then Yes
- Roth IRA and the Regular IRA
We both have full-time jobs, can we commodify real estate professionals if one of us is obtained realtor wise?
- The answer is related to the first question
- Depends on the total number of income

Tweetable Quotes:

“You can’t avoid debt but you can avoid tax .” - Michael Plaks

Resources Mentioned:

Exchange Intermediary

You can connect with Michael on Facebook, Youtube, and Linkedin. You can also check out his website at https://www.michaelplaks.com/

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me!

The Academy Presents podcast: Recent Episodes

Angel Williams