The podcast that guides professionals to financial prosperity through smart investing strategies. Learn how real investors invest. If you're a professional, you already have skills that you can leverage to build your wealth. With over 30 years of experience, host Gary Wilson shows you how.
Thinking about becoming a real estate developer? Wondering how experienced investors continue building wealth—even during recessions?
In this episode of the Massive Passive Cashflow Podcast, Gary Wilson sits down with veteran real estate developer John McNellis, author of Making It in Real Estate: Thriving as a Developer, to share over four decades of lessons from developing shopping centers, raising capital, surviving multiple market cycles, and avoiding the expensive mistakes that derail investors.
John discusses the biggest financial mistakes developers make, why excessive leverage can destroy even promising projects, and how conservative investing creates resilience during uncertain markets. He also explains why successful developers focus on relationships, patience, and disciplined execution instead of chasing quick wins.
The conversation explores practical strategies for working with municipalities, evaluating development opportunities, negotiating during slower markets, and creating long-term partnerships that benefit brokers, investors, and developers alike.
Whether you're an investor, agent, developer, or simply interested in building wealth through commercial real estate, this episode offers timeless lessons from someone who has successfully navigated multiple market cycles.
In this episode you'll learn:
✅ How John McNellis became one of Northern California's leading commercial developers
✅ The #1 mistake that causes investors to lose money
✅ Why overpaying and excessive leverage destroy deals
✅ How to survive—and even thrive—during recessions
✅ Negotiating with sellers in changing markets
✅ Building relationships with city officials and planning commissions
✅ Why real estate investing is never truly "passive"
✅ How brokers can earn long-term equity instead of one-time commissions
✅ Creating multiple income streams through development partnerships
✅ The mindset required to succeed through every market cycle
John also discusses his nationally recognized book, now used by leading universities, and shares practical advice for anyone looking to move from real estate sales into development.
Connect with John McNellis: Website: https://www.johnmcnellis.com/
LinkedIn: https://www.linkedin.com/in/john-mcnellis-b6a1674/
Amazon Book:
https://www.amazon.com/Making-Real-Estate-Thriving-Developer-ebook/dp/B0GHNNGLWR?ref
_=ast_author_mpb
Attention Investors and Agents:
Are you ready to scale your real estate business and connect with like-minded professionals?
👉 Visit Join GIA Team | The Global Investor Agent Team to unlock powerful tools, training, and growth strategies—and book your FREE consultation today.
📘 Grab our book: Global Investor Agent: How Do You Thrive, Not Just Survive, in a Market Shift?
➡️ Get your copy here: https://amzn.to/3SV0khX
🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with proven, real-world tactics.
➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents
If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom—let's talk.
📅 Schedule your 1-on-1 strategy call with Gary:
https://calendly.com/strategy1-on-1/30min
Discover how the Global Investor Agent Team can help you scale faster and smarter.
If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more industry-leading experts like John, and continue providing real-world strategies to help you build true, long-term wealth through real estate.
Can one simple change in your thinking improve your relationships, happiness, and financial future?
In this episode of the Massive Passive Cash Flow Podcast, Gary Wilson sits down with Wayne Seminoff, real estate investor, entrepreneur, and author of Junk Land Into Gold. Wayne shares his unconventional strategy for turning overlooked, inexpensive land into valuable real estate opportunities while explaining why your mindset may be your greatest investment.
You'll discover how changing the words you tell yourself can improve your relationships, reduce stress, increase happiness, and even help you become a better investor. Wayne also reveals practical techniques for finding undervalued land, creating value through entitlement strategies, and building long-term wealth without needing a large team or significant capital.
Whether you're a seasoned investor, aspiring entrepreneur, or someone looking to improve both your financial and personal life, this conversation offers actionable insights you can start applying today.
In This Episode: ✔️ How to identify undervalued junk land with huge profit potential
✔️ Why mindset determines financial success
✔️ The "Change the Record" technique for overcoming negative thinking
✔️ Simple strategies to increase happiness and resilience
✔️ How positive self-talk can improve relationships and business
✔️ Lessons from decades of real estate investing
✔️ Why wealth starts long before making your first investment
Connect with Wayne Seminoff: Website: https://www.junklandintogold.com/
Attention Investors and Agents:
Are you ready to scale your real estate business and connect with like-minded professionals?
👉 Visit Join GIA Team | The Global Investor Agent Team to unlock powerful tools, training, and growth strategies—and book your FREE consultation today.
📘 Grab our book: Global Investor Agent: How Do You Thrive, Not Just Survive, in a Market Shift?
➡️ Get your copy here: https://amzn.to/3SV0khX
🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with proven, real-world tactics.
➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents
If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom—let's talk.
📅 Schedule your 1-on-1 strategy call with Gary:
https://calendly.com/strategy1-on-1/30min
Discover how the Global Investor Agent Team can help you scale faster and smarter.
If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more industry-leading experts like Wayne, and continue providing real-world strategies to help you build true, long-term wealth through real estate.
#RealEstateInvesting #PassiveIncome #Mindset #PersonalDevelopment #LandInvesting #RealEstateEducation #FinancialFreedom #SelfImprovement #Entrepreneur #CashFlow
If you're relying solely on traditional retirement accounts or letting your cash sit idle, you could be missing opportunities to build lasting wealth.
In this episode of the Massive Passive Cash Flow Podcast, Gary Wilson sits down with Anthony Faso and Cameron Christiansen of Infinite Wealth Consultants to discuss how the Infinite Banking Concept can help investors create greater financial flexibility, preserve liquidity, and grow wealth while continuing to invest.
Anthony shares how the 2008 financial crisis changed his perspective on money after watching clients lose significant portions of their retirement savings. Cameron explains why traditional financial advice never made sense to him as a young entrepreneur and how discovering the Infinite Banking Concept completely changed his approach to building wealth.
Together, they break down how properly structured high cash value whole life insurance policies can become a strategic financial tool—not simply life insurance—to help investors access capital, maintain compound growth, and finance future investments.
Whether you're a real estate investor, entrepreneur, or simply looking for smarter ways to build wealth, this episode provides practical insights into a strategy that many successful investors have quietly used for generations.
In This Episode You'll Learn:
✔️ What the Infinite Banking Concept really is
✔️ Why wealthy investors prioritize liquidity
✔️ How to use capital without interrupting compound growth
✔️ Why cash flow is more important than accumulating assets alone
✔️ The relationship between Infinite Banking and real estate investing
✔️ Common misconceptions about whole life insurance
✔️ How tax advantages may benefit long-term wealth strategies
✔️ Risks, limitations, and who this strategy may (or may not) be right for
✔️ Alternative investments investors are funding beyond real estate
✔️ Educational resources for learning more about Infinite Banking
Connect with Infinite Wealth Consultants
Website: https://infinitewealthconsultants.com/
Phone : 702-850-8100
Email : info@infinitewealthcourse.com
Facebook: https://www.facebook.com/infinitewealthconsultants
Instagram: https://www.instagram.com/infinitewealthconsultants/
YouTube: https://www.youtube.com/channel/UCbtEcy_8F_ad7LPSXXAuBEw
TikTok: https://www.tiktok.com/@infinitewealth?_t=8mKGRfoINq7&_r=1
Access the FREE Online Course: https://go.infinitewealthconsultants.com/massivepassivecashflow
Attention Investors and Agents:
Are you ready to scale your real estate business and connect with like-minded professionals?
👉 Visit Join GIA Team | The Global Investor Agent Team to unlock powerful tools, training, and growth strategies—and book your FREE consultation today.
📘 Grab our book: Global Investor Agent: How Do You Thrive, Not Just Survive, in a Market Shift?
➡️ Get your copy here: https://amzn.to/3SV0khX
🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with proven, real-world tactics.
➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents
If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom—let's talk.
📅 Schedule your 1-on-1 strategy call with Gary:
https://calendly.com/strategy1-on-1/30min
Discover how the Global Investor Agent Team can help you scale faster and smarter.
If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more industry-leading experts like Anthy and Cameron, and continue providing real-world strategies to help you build true, long-term wealth through real estate
Want to close more deals WITHOUT being limited to your local market? In this episode, we dive deep into how real estate agents can expand globally, unlock new income streams, and build a scalable international business using co-marketing strategies and global partnerships.
Learn how top agents are leveraging global real estate marketing, AI tools, and international networks to dramatically increase opportunities—even if you're licensed in just one state or country.
🔑 What You'll Learn in This Episode * Why local-only real estate agents are leaving money on the table * How to legally sell properties in other countries * The power of co-brokerage and co-marketing systems * How to build a "global army" of agents to sell listings faster * Why 70%+ of agents had ZERO transactions—and how to avoid it * How to turn your database into global deal opportunities * The future of real estate: borderless transactions
Connect with Olivier Mevellec
Website: https://www.globalmarketingagent.com/en
Skool: https://www.skool.com/global-re-agent-network/about
Facebook: https://www.facebook.com/OlivierMevellecCoaching/
Instagram: https://www.instagram.com/oliviermevelleccoaching/
Attention Investors and Agents:
Are you ready to scale your real estate business and connect with like-minded professionals?
👉 Visit Join GIA Team | The Global Investor Agent Team to unlock powerful tools, training, and growth strategies—and book your FREE consultation today.
📘 Grab our book: Global Investor Agent: How Do You Thrive, Not Just Survive, in a Market Shift?
➡️ Get your copy here: https://amzn.to/3SV0khX
🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with proven, real-world tactics.
➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents
If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom—let's talk.
📅 Schedule your 1-on-1 strategy call with Gary:
https://calendly.com/strategy1-on-1/30min
Discover how the Global Investor Agent Team can help you scale faster and smarter.
If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more industry-leading experts like Olivier Mevellec and continue providing real-world strategies to help you build true, long-term wealth through real
Are you waiting for interest rates to drop before investing in real estate? You might be making a costly mistake.
In this episode, we break down how mortgage rates actually work behind the scenes—and why what you hear in the news is often already "priced in" by lenders. Learn how timing the market, rate locks, and investor loan strategies can either save—or cost—you thousands.
We also dive into creative financing options, including DSCR loans, ARM products, and how smart investors use partnerships with lenders to build long-term wealth.
If you're a real estate investor, agent, or aspiring buyer, this episode will help you make smarter, more strategic financing decisions in today's market.
🔑 Key Topics Covered * Why waiting for rate drops can backfire * How lenders "price in" market expectations early * The truth behind rate increases—even when the news says otherwise * Understanding rate locks and when to act * ARM loans and when they make sense for investors * Creative financing strategies that have worked for decades * How to evaluate loan options beyond just interest rates * The role of trust and communication in lender relationships * How AI tools can mislead borrowers (and how to use them correctly)
Connect with Aaron Marsh
Website: https://marshlending.com/
LinkedIn: https://www.linkedin.com/in/aaron-marsh1/
Attention Investors and Agents:
Are you ready to scale your real estate business and connect with like-minded professionals?
👉 Visit Join GIA Team | The Global Investor Agent Team to unlock powerful tools, training, and growth strategies—and book your FREE consultation today.
📘 Grab our book: Global Investor Agent: How Do You Thrive, Not Just Survive, in a Market Shift?
➡️ Get your copy here: https://amzn.to/3SV0khX
🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with proven, real-world tactics.
➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents
If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom—let's talk.
📅 Schedule your 1-on-1 strategy call with Gary:
https://calendly.com/strategy1-on-1/30min
Discover how the Global Investor Agent Team can help you scale faster and smarter.
If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more industry-leading experts like Aaron Marsh and continue providing real-world strategies to help you build true, long-term wealth through real
Want to close more deals in today's competitive real estate market? In this episode, we break down how cash offer platforms, bridge loans, and creative financing solutions are transforming the way agents win listings and serve clients.
Our guest shares powerful strategies for helping homeowners sell faster, unlock equity, and navigate complex transactions—without traditional roadblocks. From fix-and-list programs to sell-and-leaseback options, you'll discover tools that can instantly elevate your real estate business.
If you're a real estate agent, investor, or entrepreneur looking to increase conversions and provide more value to your clients, this episode is packed with actionable insights you can use today.
You'll learn:
Connect with Jim Bottrell
Email: jim.bottrell@bottrellteam.com
Phone Number: (760) 334 6373 Website: https://jimscashoffers.com/
Jim Bottrell Team Website: https://bottrellteam.com/
Attention Investors and Agents:
Are you ready to scale your real estate business and connect with like-minded professionals?
👉 Visit Join GIA Team | The Global Investor Agent Team to unlock powerful tools, training, and growth strategies—and book your FREE consultation today.
📘 Grab our book: Global Investor Agent: How Do You Thrive, Not Just Survive, in a Market Shift?
➡️ Get your copy here: https://amzn.to/3SV0khX
🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with proven, real-world tactics.
➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents
If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom—let's talk.
📅 Schedule your 1-on-1 strategy call with Gary:
https://calendly.com/strategy1-on-1/30min
Discover how the Global Investor Agent Team can help you scale faster and smarter.
If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more industry-leading experts like Jim Bottrell and continue providing real-world strategies to help you build true, long-term wealth through real
What if one of the biggest business opportunities today is hiding in plain sight?
In this episode of the Massive Passive Cashflow Podcast, Gary Wilson sits down with Lane Martin, CEO of Modern PURAIR®, Canada's largest coast-to-coast indoor air quality company, to discuss how the growing demand for clean air is creating new opportunities for entrepreneurs, investors, and business owners.
From residential HVAC cleaning and air purification systems to commercial contracts with healthcare providers, schools, and property managers, Lane explains how indoor air quality has evolved into a high-demand, recurring-revenue industry—especially after COVID-19 changed how people think about the air they breathe.
You'll learn: ✅ Why indoor air quality is becoming a booming industry ✅ How HVAC, duct cleaning, and air purification services create recurring revenue ✅ The impact of tighter building standards on air quality demand ✅ What makes a successful franchise owner ✅ How to evaluate franchise opportunities before investing ✅ The importance of recurring commercial clients and long-term contracts ✅ Why "boring businesses" often generate extraordinary wealth ✅ How entrepreneurs can build an asset that eventually creates a profitable exit
Whether you're a real estate investor, entrepreneur, franchise buyer, or someone looking for a scalable business opportunity, this episode offers valuable insights into a rapidly growing market.
Connect with Lane Martin
Website: www.modernpurair.com
LinkedIn: https://www.linkedin.com/in/lane-martin-7377a114/
Facebook: https://www.facebook.com/purairguy
Instagram: https://www.instagram.com/lanemartin/
Twitter: https://x.com/ModernPURAIR
Attention Investors and Agents:
Are you ready to scale your real estate business and connect with like-minded professionals?
👉 Visit Join GIA Team | The Global Investor Agent Team to unlock powerful tools, training, and growth strategies—and book your FREE consultation today.
📘 Grab our book: Global Investor Agent: How Do You Thrive, Not Just Survive, in a Market Shift?
➡️ Get your copy here: https://amzn.to/3SV0khX
🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with proven, real-world tactics.
➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents
If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom—let's talk.
📅 Schedule your 1-on-1 strategy call with Gary:
https://calendly.com/strategy1-on-1/30min
Discover how the Global Investor Agent Team can help you scale faster and smarter.
If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more industry-leading experts like Lane Martin and continue providing real-world strategies to help you build true, long-term wealth through real
How do experienced investors build lasting wealth through commercial real estate?
In this episode of the Massive Passive Cash Flow Podcast, Gary Wilson sits down with veteran commercial real estate investor and CPA Stewart Heath, founder of Harvard Grace Capital, to discuss the lessons, mistakes, and strategies that shaped his investment journey.
Stewart shares how he went from owning hundreds of residential rental units to building a successful commercial real estate portfolio focused on medical office buildings, suburban office properties, retail centers, and self-storage facilities. He also reveals why many investors misunderstand risk, how he recovered after the 2008 financial crisis, and why today's Southeastern U.S. markets continue to present opportunities for passive investors.
You'll discover:
✅ Why medical office buildings are one of the most resilient asset classes ✅ The truth behind "office is dead" and "retail is dead" headlines ✅ Lessons learned from losing everything during the Great Recession ✅ How commercial syndications create passive income opportunities ✅ Why location matters more than ever in commercial real estate ✅ The biggest mistakes investors make when evaluating deals ✅ How to analyze risk and protect your capital during market downturns ✅ Why Alabama, Tennessee, Florida, and Mississippi are attracting investors ✅ The importance of reserves, leverage, and buying right ✅ Stewart's "10 Rules for Investing in Commercial Real Estate"
Connect with Stewart Heath
LinkedIn: https://www.linkedin.com/in/stewartoheath/
Website: https://harvardgracecapital.com/
Facebook: https://www.facebook.com/harvardgrace
YouTube: https://www.youtube.com/channel/UCFArB2KXaBlxNJ7LKjP1Qow
Attention Investors and Agents:
Are you ready to scale your real estate business and connect with like-minded professionals?
👉 Visit Join GIA Team | The Global Investor Agent Team to unlock powerful tools, training, and growth strategies—and book your FREE consultation today.
📘 Grab our book: Global Investor Agent: How Do You Thrive, Not Just Survive, in a Market Shift?
➡️ Get your copy here: https://amzn.to/3SV0khX
🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with proven, real-world tactics.
➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents
If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom—let's talk.
📅 Schedule your 1-on-1 strategy call with Gary:
https://calendly.com/strategy1-on-1/30min
Discover how the Global Investor Agent Team can help you scale faster and smarter.
If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more industry-leading experts like Stewart Heath and continue providing real-world strategies to help you build true, long-term wealth through real estate.
Can you build wealth through real estate without becoming a landlord?
In this episode of the Massive Passive Cash Flow Podcast, host Gary Wilson sits down with Ryan Gibson, founder of Spartan Investment Group and former airline pilot, to discuss how busy professionals can leverage passive real estate investing to create long-term wealth, generate cash flow, and benefit from tax advantages—without the headaches of active property management.
Ryan shares his journey from owning single-family rentals to building a billion-dollar self-storage portfolio across multiple states. Learn why self-storage has become one of the most resilient real estate asset classes, how syndications work, and what investors should evaluate before investing in any deal.
Whether you're a real estate investor, real estate agent, entrepreneur, pilot, doctor, dentist, or high-income professional looking to diversify your income streams, this episode provides actionable insights on passive investing, risk management, due diligence, and wealth-building strategies.
In This Episode: ✅ Why Ryan transitioned from airline pilot to real estate entrepreneur ✅ The difference between active and passive real estate investing ✅ Why self-storage outperforms many traditional asset classes ✅ How syndications allow investors to own real estate passively ✅ The "Knowledge, People, Action" framework for investing success ✅ How to evaluate risk, leverage, and returns in real estate deals ✅ What busy professionals should know before investing passively ✅ Lessons from aviation that apply to business and investing
Connect with Ryan Gibson
Website: https://spartan-investors.com/
LinkedIn: https://www.linkedin.com/in/ryan-gibson1/
YouTube: https://www.youtube.com/@passiveincomepilots/videos
YouTube: https://www.youtube.com/@SpartanInvestmentGroup
Facebook: https://www.facebook.com/spartaninvestmentgroup/
eBooks: https://spartan-investors.com/class-types/ebook/
Attention Investors and Agents:
Are you ready to scale your real estate business and connect with like-minded professionals?
👉 Visit Join GIA Team | The Global Investor Agent Team to unlock powerful tools, training, and growth strategies—and book your FREE consultation today.
📘 Grab our book: Global Investor Agent: How Do You Thrive, Not Just Survive, in a Market Shift?
➡️ Get your copy here: https://amzn.to/3SV0khX
🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with proven, real-world tactics.
➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents
If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom—let's talk.
📅 Schedule your 1-on-1 strategy call with Gary:
https://calendly.com/strategy1-on-1/30min
Discover how the Global Investor Agent Team can help you scale faster and smarter.
If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more industry-leading experts like Ryan Gibson and continue providing real-world strategies to help you build true, long-term wealth through real estate.
In this episode of the Massive Passive Cash Flow Podcast, Gary Wilson sits down with entrepreneur, broker, military veteran, and author Jonathan Berryhill to discuss the powerful mindset shift from Warrior to Wealth.
Jonathan shares his incredible journey from growing up in a broken home, joining the U.S. Army at 17, overcoming personal failures, rebuilding his marriage, and eventually creating multiple successful real estate brokerages across multiple states.
Together, Gary and Jonathan explore how discipline, identity, purpose, and legacy impact long-term success in real estate investing, entrepreneurship, and life.
Whether you're a new real estate agent, seasoned investor, broker, team leader, or entrepreneur, this conversation will help you build the mindset necessary to achieve sustainable wealth while maintaining strong relationships and a meaningful legacy.
In This Episode:
✅ How military discipline translates into real estate success
✅ Why motivation fails and discipline wins
✅ The 5 pillars of Warrior to Wealth
✅ How to break generational cycles and create lasting change
✅ The importance of identity, purpose, and vision
✅ Building a real estate brokerage that supports agent growth
✅ Creating financial freedom without sacrificing family
✅ How legacy becomes the ultimate measure of success
Connect with John Berryhill: Website: https://jonberryhill.com/
Instagram: https://www.instagram.com/jon.berryhill
Facebook: https://www.facebook.com/jonhannah.berryhill
Attention Investors and Agents:
Are you ready to scale your real estate business and connect with like-minded professionals?
👉 Visit Join GIA Team | The Global Investor Agent Team to unlock powerful tools, training, and growth strategies—and book your FREE consultation today.
📘 Grab our book: Global Investor Agent: How Do You Thrive, Not Just Survive, in a Market Shift?
➡️ Get your copy here: https://amzn.to/3SV0khX
🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with proven, real-world tactics.
➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents
If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom—let's talk.
📅 Schedule your 1-on-1 strategy call with Gary:
https://calendly.com/strategy1-on-1/30min
Discover how the Global Investor Agent Team can help you scale faster and smarter.
If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more industry-leading experts like Jonathan Berryhill and continue providing real-world strategies to help you build true, long-term wealth through real estate.
In this episode of the Massive Passive Cash Flow Podcast, Gary Wilson sits down with alternative investment expert Patrick Grimes to discuss how real estate agents and investors can build more resilient portfolios through diversification, alternative investments, and non-correlated assets.
Patrick shares his journey from mechanical engineering and real estate investing to becoming a leader in alternative investments after experiencing major losses during the 2009 subprime mortgage collapse. He explains how setbacks shaped his philosophy around diversification, recession resilience, and long-term wealth protection.
The conversation dives deep into:
Patrick also explains why many investors become overexposed to a single asset class and how alternative investments can help stabilize wealth during uncertain economic conditions. He shares practical insights on building true financial resilience while avoiding common mistakes investors make when scaling too quickly.
Whether you're a real estate agent, investor, entrepreneur, or business owner looking to diversify beyond traditional real estate and stocks, this episode provides valuable strategies for creating a stronger and more recession-resistant financial future.
📞 How to Connect with Patrick Grimes Website: https://passiveinvestingmastery.com/team/ Phone Number: +1 (469) 334-4382
Email: Info@passiveinvestingmastery.com
Attention Investors and Agents:
Are you ready to scale your real estate business and connect with like-minded professionals?
👉 Visit Join GIA Team | The Global Investor Agent Team to unlock powerful tools, training, and growth strategies—and book your FREE consultation today.
📘 Grab our book: Global Investor Agent: How Do You Thrive, Not Just Survive, in a Market Shift? ➡️ Get your copy here: https://amzn.to/3SV0khX
🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with proven, real-world tactics. ➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom—let's talk.
📅 Schedule your 1-on-1 strategy call with Gary: https://calendly.com/strategy1-on-1/30min
Discover how the Global Investor Agent Team can help you scale faster and smarter.
If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more industry-leading experts like Patrick Grimes and continue providing real-world strategies to help you build true, long-term wealth through real estate.
In this episode of the Massive Passive Cash Flow Podcast, Gary Wilson sits down with land investor Sumner Healey to uncover one of real estate's most overlooked opportunities—land flipping.
Discover how investors can generate active income without dealing with tenants, repairs, or utilities, and why vacant land is a powerful entry point into real estate investing. Sunder shares his journey from failed door-knocking to closing profitable land deals, along with a simple blueprint for beginners to get started with as little as $5K–$10K.
If you're a real estate agent, investor, or entrepreneur looking for scalable income strategies in 2026, this episode breaks down how to leverage data, direct mail, and smart acquisition tactics to build a profitable land business.
🔑 Key Takeaways
📞 How to Connect with Sumner Healey * Website: https://landinvestor.co/ * LIA: https://www.skool.com/lia/about * Youtube: https://www.youtube.com/channel/UCnd6Lb4HYOzQj8LMMlyZsmA * Instagram: https://www.instagram.com/sumnerhealey * LinkedIn: https://www.linkedin.com/in/sumner-healey-ba002b318/
Attention Investors and Agents:
Are you ready to scale your real estate business and connect with like-minded professionals?
👉 Visit Join GIA Team | The Global Investor Agent Team to unlock powerful tools, training, and growth strategies—and book your FREE consultation today.
📘 Grab our book: Global Investor Agent: How Do You Thrive, Not Just Survive, in a Market Shift? ➡️ Get your copy here: https://amzn.to/3SV0khX
🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with proven, real-world tactics. ➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom—let's talk.
📅 Schedule your 1-on-1 strategy call with Gary: https://calendly.com/strategy1-on-1/30min
Discover how the Global Investor Agent Team can help you scale faster and smarter.
If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more industry-leading experts like Sumner Healey and continue providing real-world strategies to help you build true, long-term wealth through real estate.
In this episode of the Massive Passive Cash Flow Podcast, Gary Wilson sits down with investor and wealth strategist Wes Rowlands to break down the real formula behind building lasting wealth—not just making money.
Wes shares his powerful journey from humble beginnings to managing over $580M in assets, revealing why high-income earners still struggle financially—and how to fix it. Together, they dive into the difference between a job, business, and true asset, and how real estate professionals can transition into long-term wealth builders.
They also unpack practical strategies like automation, percentage-based investing, and creating "financial escape velocity" outside your business.
If you're a real estate agent or investor ready to stop trading time for money and start building generational wealth—this episode is for you.
🔑 Key Takeaways: * Why income alone doesn't equal wealth * The 4-step wealth formula: Make, Save, Grow, Protect * Business vs. Asset: What actually builds long-term wealth * How automation and percentages outperform fixed investing * The power of real estate, private business, and equities for wealth creation
🎯 Who This Is For: * Real estate agents scaling their business * Investors building passive income streams * Entrepreneurs ready to create long-term assets
💬 Final Thought: "Disciplined execution of the fundamentals over time." — Wes Rowlands
📞 How to Connect with Wes Rowlands * Website: https://www.atikanwealth.com/ * LinkedIn: https://www.linkedin.com/in/wesrowlands/ * Instagram: https://www.instagram.com/wes.rowlands/
Attention Investors and Agents:
Are you ready to scale your real estate business and connect with like-minded professionals?
👉 Visit Join GIA Team | The Global Investor Agent Team to unlock powerful tools, training, and growth strategies—and book your FREE consultation today.
📘 Grab our book: Global Investor Agent: How Do You Thrive, Not Just Survive, in a Market Shift? ➡️ Get your copy here: https://amzn.to/3SV0khX
🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with proven, real-world tactics. ➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom—let's talk.
📅 Schedule your 1-on-1 strategy call with Gary: https://calendly.com/strategy1-on-1/30min
Discover how the Global Investor Agent Team can help you scale faster and smarter.
If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more industry-leading experts like Wes Rowlands and continue providing real-world strategies to help you build true, long-term wealth through real estate.
Discover how real estate syndications and passive investing can help busy professionals build wealth without managing properties. In this episode of the Massive Passive Cash Flow Podcast, Gary Wilson interviews Dr. Chirag Chaudhari, who shares how he transitioned from medicine to real estate investing. Learn strategies like multifamily investing, short-term rentals, and diversified asset classes including land, commercial real estate, and syndications. This episode covers passive income, tax benefits, portfolio diversification, and how investors can scale using other people's money (OPM). Perfect for real estate agents, investors, and high-income earners looking to grow cash flow and long-term wealth.
Key Takeaways: * Passive income through real estate syndications allows busy professionals to invest without active management * Dr. Chirag Chaudhari transitioned from a medical career to building wealth through real estate investing * House hacking and early property sales can spark long-term investment strategies * Leveraging other people's money (OPM) helps scale a real estate portfolio faster * Diversification across asset classes (multifamily, land, commercial, oil & gas) reduces risk * Short-term rentals (Airbnb) can generate higher cash flow but require more active involvement * Passive investing provides benefits like monthly cash flow, equity growth, and tax advantages * Cost segregation and depreciation can significantly reduce taxable income * Strong returns depend more on the sponsor and deal quality than the asset type * Emerging markets like Arizona, Texas, and Kansas City show strong investment potential * Land investing and rezoning strategies can produce high equity multiples (3x–5x returns) * Core-plus strategies focus on efficiency and expense reduction rather than heavy renovations * Real estate agents can add value by educating high-income clients (like dentists & doctors) on investing opportunities * Building relationships and trust is key when entering joint ventures and syndications
📞 How to Connect with Dr. Chirag Chaudhari * Website: https://thesyndicationdoctor.com/ * LinkedIn: https://www.linkedin.com/in/chiragchaudhari/
Attention Investors and Agents:
Are you ready to scale your real estate business and connect with like-minded professionals?
👉 Visit Join GIA Team | The Global Investor Agent Team to unlock powerful tools, training, and growth strategies—and book your FREE consultation today.
📘 Grab our book: Global Investor Agent: How Do You Thrive, Not Just Survive, in a Market Shift? ➡️ Get your copy here: https://amzn.to/3SV0khX
🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with proven, real-world tactics. ➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom—let's talk.
📅 Schedule your 1-on-1 strategy call with Gary: https://calendly.com/strategy1-on-1/30min
Discover how the Global Investor Agent Team can help you scale faster and smarter.
If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more industry-leading experts like Dr. Chirag Chaudhari and continue providing real-world strategies to help you build true, long-term wealth through real estate.
In this episode of the Massive Passive Cash Flow Podcast, Gary Wilson sits down with entrepreneur, speaker, and author DJ Carroll for a timely conversation about AI, business evolution, and the mindset required to thrive in a rapidly changing world.
DJ shares his journey from turning down football scholarships and a traditional career path to building businesses from the ground up. He opens up about major wins, painful losses, and the hard-earned lessons that shaped his entrepreneurial mindset — including losing a half-million dollars in real estate and a six-figure business at just 27 years old.
The conversation dives deep into the future of AI in business, how entrepreneurs and real estate professionals can adapt, and why this new era will reward those who are willing to think differently, move quickly, and embrace innovation instead of fear.
DJ also introduces his AI platform, HireAlli, a front-office AI agent designed to help businesses improve lead handling, customer communication, and operational efficiency.
If you're a real estate agent, investor, or entrepreneur trying to stay ahead of the curve, this episode is packed with insight, perspective, and practical takeaways.
In this episode, you'll learn: * How DJ Carroll went from mowing grass with a $300 push mower to building and selling multiple ventures * The painful business loss that taught him the importance of protecting yourself legally * Why entrepreneurship may soon shift from a "nice-to-have" to a necessity * How AI is already reshaping business operations, hiring, and productivity * What real estate professionals should do now to prepare for the next wave of change * Why mindset matters more than ever in entrepreneurship * The core message behind DJ's book, The Hunter Head Game * How HireAli works and how AI voice agents can support small business growth
Key Takeaways: DJ believes the future belongs to people with killer instincts, adaptability, and resilience. While many fear AI, he sees it as one of the greatest business tools of our time — especially for entrepreneurs willing to learn and use it strategically.
Gary and DJ also remind listeners that success is not just about money. True success includes freedom, family, fulfillment, and building a life that actually makes you happy.
📞 How to Connect with DJ Caroll * Website: https://www.coachcarroll.com/ * Facebook: https://www.facebook.com/salescoachdj * Instagram: https://www.instagram.com/dj_carroll/ * Tiktok: https://www.tiktok.com/@therealcoachcarroll * YouTube: https://www.youtube.com/c/salescoachdj * HireAlli: https://carroll.media/Alli/
Attention Investors and Agents:
Are you ready to scale your real estate business and connect with like-minded professionals?
👉 Visit Join GIA Team | The Global Investor Agent Team to unlock powerful tools, training, and growth strategies—and book your FREE consultation today.
📘 Grab our book: Global Investor Agent: How Do You Thrive, Not Just Survive, in a Market Shift? ➡️ Get your copy here: https://amzn.to/3SV0khX
🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with proven, real-world tactics. ➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom—let's talk.
📅 Schedule your 1-on-1 strategy call with Gary: https://calendly.com/strategy1-on-1/30min
Discover how the Global Investor Agent Team can help you scale faster and smarter.
If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more industry-leading experts like DJ Caroll and continue providing real-world strategies to help you build true, long-term wealth through real estate.
In this heartfelt and wisdom-packed episode of the Massive Passive Cash Flow Podcast, host Gary Wilson sits down with longtime real estate professional Tom Wold for an honest conversation about what it really takes to build a sustainable career in real estate.
With more than 30 years of experience in residential real estate, Tom shares lessons from every stage of the journey — from starting out with no money, to building a successful team, to owning and operating a brokerage, to stepping into a new season focused on personal fulfillment, mentorship, and direct client service.
Tom opens up about the power of relationships in real estate, why technology should support rather than replace the human side of the business, and how agents can create real success by combining humility, hunger, structure, and accountability. He also shares personal stories of adversity, reinvention, and growth that make this episode especially impactful for both new and seasoned agents.
If you're thinking about getting into real estate, building a team, growing your leadership, or simply trying to create a business that aligns with your values, this episode is full of practical insight and hard-earned wisdom.
About Tom Wold With over 30 years of real estate experience, Tom Wold has built a career grounded in integrity, dedication, and exceptional client care. Raised in Illinois and having raised his family in Indiana, Tom brings deep local insight and proudly serves clients throughout Northwest Indiana and the Chicagoland area.
As an owner and managing broker for nearly two decades, Tom led multiple offices, mentored agents, and guided countless clients through successful transactions. Known for his steady leadership and client-first approach, he built a reputation as one of the region's most trusted and respected real estate professionals.
Now affiliated with @properties Christie's International Real Estate, Tom has entered a new chapter focused entirely on working directly with home buyers and sellers. By leveraging industry-leading tools, technology, and marketing systems, he delivers a seamless modern experience while maintaining the personal touch that has defined his career.
Beyond real estate, Tom values faith, fitness, and family time with his wife Lori, their two daughters, and two grandchildren. His philosophy remains simple: lead with integrity, serve with heart, and always leave people better than you found them.
What You'll Learn in This Episode 1. Why real estate will always be a relationship business Tom reflects on starting in the industry before computers and explains why, despite all the advances in technology and AI, success in real estate still comes down to people, trust, and connection.
The truth about being a solo agent, team leader, and brokerage owner Tom shares his firsthand experience in each role and explains where he found the most personal fulfillment and profitability. His perspective offers valuable guidance for agents trying to decide which path fits their goals best.
Why planning matters before jumping into real estate Before chasing commissions, Tom encourages aspiring agents to get quiet, ask themselves why they want to enter the business, and build a plan that aligns with their personality, strengths, and long-term vision.
How mentorship and accountability can fast-track your success From script practice to role play to learning from top producers, Tom emphasizes the importance of surrounding yourself with the right people and staying accountable to proven systems.
The importance of mastering the fundamentals Tom explains why agents must master contracts, dialogues, and the market before trying to scale. Confidence in these areas creates better client conversations and stronger long-term results.
What it means to be "humble and hungry" in real estate One of the strongest themes of the episode is Tom's belief that teachability, drive, and consistency matter more than ego or image. According to Tom, those qualities are what separate thriving agents from those who burn out early.
Why personal growth and business growth go hand in hand Tom shares part of his personal story and reminds listeners that success is not just about making money. True sustainability in business comes from working on every area of life — relationships, health, mindset, faith, and purpose.
📞 How to Connect with Tom Wold Website: https://www.atproperties.com/agents/35976/tom-wold
Mobile: 219.512.2548
Office: 219.440.0070
Attention Investors and Agents:
Are you ready to scale your real estate business and connect with like-minded professionals?
👉 Visit Join GIA Team | The Global Investor Agent Team to unlock powerful tools, training, and growth strategies—and book your FREE consultation today.
📘 Grab our book: Global Investor Agent: How Do You Thrive, Not Just Survive, in a Market Shift? ➡️ Get your copy here: https://amzn.to/3SV0khX
🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with proven, real-world tactics. ➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom—let's talk.
📅 Schedule your 1-on-1 strategy call with Gary: https://calendly.com/strategy1-on-1/30min
Discover how the Global Investor Agent Team can help you scale faster and smarter.
If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more industry-leading experts like Tom Wold and continue providing real-world strategies to help you build true, long-term wealth through real estate.
What if your best real estate deal finder isn't Zillow—but your town's planning board meeting?
In this episode of the Massive Passive Cash Flow Podcast, Gary Wilson sits down with Dr. Jordan Romano—physician, investor, and hyperlocal real estate strategist. Jordan shares how he built a multi-property portfolio in New Hampshire by studying zoning meetings, analyzing parcel maps with Google Earth, and understanding seasonal buying patterns in a college and medical town.
Instead of chasing trends, Jordan focused on gaining an information advantage: buying discounted properties in the off-season, sourcing deals through FSBO listings, and targeting B-class rentals that stay resilient across market cycles. He also explains why understanding local tenant laws, planning board decisions, and major employers like hospitals and universities can dramatically improve your investment strategy.
Key Takeaways:
If you're looking to build long-term wealth through buy-and-hold real estate, this episode is packed with practical strategies you can start applying today.
📞 How to Connect with Dr. Jordan Romano Website: https://medicalexpertwitness.com/
LinkedIn: https://www.linkedin.com/in/j-jordan-romano
Attention Investors and Agents:
Are you ready to scale your real estate business and connect with like-minded professionals?
👉 Visit Join GIA Team | The Global Investor Agent Team to unlock powerful tools, training, and growth strategies—and book your FREE consultation today.
📘 Grab our book: Global Investor Agent: How Do You Thrive, Not Just Survive, in a Market Shift? ➡️ Get your copy here: https://amzn.to/3SV0khX
🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with proven, real-world tactics. ➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom—let's talk.
📅 Schedule your 1-on-1 strategy call with Gary: https://calendly.com/strategy1-on-1/30min
Discover how the Global Investor Agent Team can help you scale faster and smarter.
If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more industry-leading experts like Dr. Jordan Romano and continue providing real-world strategies to help you build true, long-term wealth through real estate.
In this episode of the Massive Passive Cashflow Podcast, Gary Wilson interviews investor Chris Gavre, who shares how he built a scalable real estate business using land-home packages.
Chris explains how buying land, installing utilities, placing a new manufactured home, and selling it as FHA-eligible housing can generate $40,000–$75,000 per deal in as little as four months.
With affordable housing in high demand and less competition compared to traditional flipping, this strategy offers predictable profits and faster scalability.
🔑 What You'll Learn 1️⃣ How Chris transitioned from wholesaling to land-home investing After seeing investors make large profits on mobile home deals, Chris shifted his focus to creating land-home packages for bigger returns.
2️⃣ How the land-home strategy works Buy land, install a manufactured home, make it FHA-compliant, and sell to retail buyers.
3️⃣ Real profit numbers and timelines Typical profits range from $40K–$75K per deal, with projects completing in about 4 months.
4️⃣ Why affordable housing creates massive opportunity Lower price points attract strong buyer demand and help homes sell faster.
5️⃣ How Chris scaled to 50+ deals per year Through partnerships, private funding, and standardized systems.
📞 How to Connect with Chris Gavre * LinkedIn: https://www.linkedin.com/in/chris-gavre * Email: jchrisgavre@gmail.com * Phone Number: 864-640-5017
Attention Investors and Agents:
Are you ready to scale your real estate business and connect with like-minded professionals?
👉 Visit Join GIA Team | The Global Investor Agent Team to unlock powerful tools, training, and growth strategies—and book your FREE consultation today.
📘 Grab our book: Global Investor Agent: How Do You Thrive, Not Just Survive, in a Market Shift? ➡️ Get your copy here: https://amzn.to/3SV0khX
🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with proven, real-world tactics. ➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom—let's talk.
📅 Schedule your 1-on-1 strategy call with Gary: https://calendly.com/strategy1-on-1/30min
Discover how the Global Investor Agent Team can help you scale faster and smarter.
If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more industry-leading experts like Chris Gavre and continue providing real-world strategies to help you build true, long-term wealth through real estate.
In this powerhouse episode of the Massive Passive Cashflow Podcast, host Gary Wilson sits down with real estate investor, engineer-turned-syndicator, and author Lane Kawaoka to break down how everyday professionals can transition from small rental properties to large-scale multifamily syndications — and ultimately build generational wealth.
If you're serious about escaping the "trade time for money" trap and scaling into true passive income, this is an episode you don't want to miss.
🔑 What You'll Learn in This Episode 1️⃣ The First Rental Property Is the Hardest — But It Changes Everything Lane shares how he bought his first property in 2009 while working as an engineer, turning a primary residence into a rental. That first taste of cash flow, appreciation, mortgage paydown, and tax benefits sparked a trajectory that would eventually lead to acquiring over $2 billion in apartments.
2️⃣ Why Single-Family Rentals Eventually Stop Scaling While single-family homes are a great starting point, Lane explains why they become inefficient once you're targeting $10K–$20K per month in passive income. With scattered properties, higher management headaches, and limited tax leverage, scaling becomes difficult.
3️⃣ The Wealth Elevator Framework Lane outlines his book, The Wealth Elevator, which breaks down wealth building into stages:
The key shift? Moving from asset accumulation to capital allocation strategy.
📞 How to Connect with Lane Kawaoka * Website: http://thewealthelevator.com * LinkedIn: https://www.linkedin.com/in/lanekawaoka * Facebook: https://www.facebook.com/thewealthelevator * YouTube: https://www.youtube.com/@TheWealthElevator
Attention Investors and Agents:
Are you ready to scale your real estate business and connect with like-minded professionals?
👉 Visit Join GIA Team | The Global Investor Agent Team to unlock powerful tools, training, and growth strategies—and book your FREE consultation today.
📘 Grab our book: Global Investor Agent: How Do You Thrive, Not Just Survive, in a Market Shift? ➡️ Get your copy here: https://amzn.to/3SV0khX
🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with proven, real-world tactics. ➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom—let's talk.
📅 Schedule your 1-on-1 strategy call with Gary: https://calendly.com/strategy1-on-1/30min
Discover how the Global Investor Agent Team can help you scale faster and smarter.
If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more industry-leading experts like Lane Kawaoka and continue providing real-world strategies to help you build true, long-term wealth through real estate.
In this episode, Gary is joined by Niyi Adewole, a former Fortune 500 Director of Strategic Accounts who made the leap from corporate leadership into full-time real estate entrepreneurship.
Today, Niyi dedicates his work to helping both new and experienced investors achieve financial freedom through strategic real estate investing. He currently manages a portfolio of 25+ long-term rental units and 10 short-term rentals, and brings real-world experience on how to scale intelligently while balancing risk, cash flow, and long-term growth.
Niyi shares insights from his own journey—what it took to walk away from corporate life, how he built and scaled his portfolio, and the key lessons he's learned along the way. His practical approach to investing, combined with a big-picture focus on financial independence, makes this conversation especially valuable for investors at any stage.
If you're looking to build wealth through real estate, scale your investments with intention, and create a path toward lasting financial freedom, this is an episode you won't want to miss.
🔑 Key Topics Covered * Niyi Adewole's journey from corporate sales to real estate investing * House hacking as a starting strategy for new investors * Why investor-friendly agents dramatically shorten the learning curve * How cost segregation and bonus depreciation work (in plain English) * Using short-term rentals as a powerful tax strategy * The difference between depreciation and "paper losses" * Market selection: why Atlanta stands out long-term * Rules of thumb like the 0.8% rule and the 15% STR rule * Tools investors use to analyze deals quickly and efficiently * The importance of building a real estate-backed retirement plan * Why starting small—and starting now—matters more than perfection
📞 How to Connect with Niyi Adewole * Email: Niyi@ekabohome.com * Instagram: https://www.instagram.com/ekabohome * LinkedIn: https://www.linkedin.com/in/niyiadewole * Tiktok: https://tiktok.com/@ekabohome * Youtube: https://www.youtube.com/channel/UCo-iogGt9tlPsMDFKB7B-1Q
Attention Investors and Agents:
Are you ready to scale your real estate business and connect with like-minded professionals?
👉 Visit Join GIA Team | The Global Investor Agent Team to unlock powerful tools, training, and growth strategies—and book your FREE consultation today.
📘 Grab our book: Global Investor Agent: How Do You Thrive, Not Just Survive, in a Market Shift? ➡️ Get your copy here: https://amzn.to/3SV0khX
🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with proven, real-world tactics. ➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom—let's talk.
📅 Schedule your 1-on-1 strategy call with Gary: https://calendly.com/strategy1-on-1/30min
Discover how the Global Investor Agent Team can help you scale faster and smarter.
If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more industry-leading experts like Niyi Adewole and continue providing real-world strategies to help you build true, long-term wealth through real estate.
In this episode of the Massive Passive Cashflow Podcast, host Gary Wilson sits down with Robert Howell, affordable housing investor and founder of Howell & Sons, to unpack one of the most overlooked—but impactful—real estate niches today: mobile home parks and land-home package investing.
Robert shares how he pivoted from global event marketing during COVID into real estate investing, starting with affordable housing and eventually scaling into mobile home parks and HUD-certified land-home developments. What began as a necessity quickly evolved into a mission-driven business focused on profitability, scalability, and expanding homeownership opportunities across the U.S.
This conversation dives deep into how investors can generate long-term passive income while solving the affordable housing crisis—without sacrificing returns.
🔑 What You'll Learn in This Episode: * How Robert transitioned from Coca-Cola event marketing into real estate during COVID * Why mobile home parks and land-home packages are powerful wealth-building assets * The difference between owning mobile home parks vs. selling land-home packages * How HUD certification unlocks FHA, USDA, and VA financing for buyers * Why 90% of Robert's buyers are first-time homeowners * How to find off-market land deals using direct mail, texting, cold calling, and realtor partnerships * The due diligence checklist that protects investors and ensures consistent results * Why affordable housing is a resilient investment—even during market shifts * Real-life stories of families achieving homeownership through manufactured housing * What the future holds for affordable housing and mobile home investing * How investors can partner, fund deals, or learn the model through education
📞 How to Connect with Robert Howell * Phone: 864-293-2798 (Call or Text) * Email: robertlewishowell@gmail.com * Website: howellandsons.com * Podcast: Purpose Driven Investor
Attention Investors and Agents:
Are you ready to scale your real estate business and connect with like-minded professionals?
👉 Visit Join GIA Team | The Global Investor Agent Team to unlock powerful tools, training, and growth strategies—and book your FREE consultation today.
📘 Grab our book: Global Investor Agent: How Do You Thrive, Not Just Survive, in a Market Shift? ➡️ Get your copy here: https://amzn.to/3SV0khX
🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with proven, real-world tactics. ➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom—let's talk.
📅 Schedule your 1-on-1 strategy call with Gary: https://calendly.com/strategy1-on-1/30min
Discover how the Global Investor Agent Team can help you scale faster and smarter.
If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more industry-leading experts like Robert Howell and continue providing real-world strategies to help you build true, long-term wealth through real estate.
In this episode of the Massive Passive Cash Flow Podcast, I sit down with Lindsay Davis, a seasoned real estate professional with deep experience helping investors build cash-flowing portfolios beyond their local markets.
Lindsay shares why out-of-state investing has become one of the most effective ways for investors to achieve consistent, predictable cash flow, especially when local markets no longer make financial sense. We discuss how investors can confidently buy properties in markets they don't live in by focusing on fundamentals, systems, and the right local teams.
Throughout the conversation, Lindsay breaks down what truly matters when evaluating out-of-state opportunities—from selecting landlord-friendly markets to avoiding common mistakes that drain cash flow. We also explore how to reduce risk, protect capital, and scale a portfolio without becoming overwhelmed or over-leveraged.
We dive deep into why proximity is no longer a competitive advantage in real estate, how data and team-building replace guesswork, and what long-term investors should focus on to build sustainable income streams. WhetherWe you're investing across state lines for the first time or refining an existing strategy, this episode provides practical guidance to help you invest with clarity and confidence.
What You Will Learn: * Why out-of-state investing often produces stronger cash flow than local markets * How to identify investor-friendly markets that support long-term returns * The most common mistakes out-of-state investors make—and how to avoid them * How to build and manage a reliable local team from anywhere * Risk management strategies to protect cash flow and capital * How to scale a real estate portfolio without sacrificing time or peace of mind
Links & Resources: Website: https://spartaninvest.com/
LinkedIn: linkedin.com/company/spartan-invest/
Facebook: https://www.facebook.com/spartanturnkey
Instagram: https://www.instagram.com/SpartanInvest
Podcast: https://spartaninvest.com/onthehouse/
Email: ldavis@spartaninvest.com
Phone Number: (205) 922-1387
Attention Investors and Agents: Are you ready to scale your real estate business and connect with like-minded professionals?
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🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with proven, real-world tactics. ➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom—let's talk.
📅 Schedule your 1-on-1 strategy call with Gary: https://calendly.com/strategy1-on-1/30min
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If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more industry-leading experts like Lindsay Davis and continue providing real-world strategies to help you build true, long-term wealth through real estate.
In this episode of the Massive Passive Cashflow Podcast, I sit down with Ben Reinberg—commercial real estate expert, investor, and founder of Alliance CGC. With over 250 years of combined leadership experience, Ben is a proven authority on building wealth through hard assets and AI-driven strategies.
Ben shares his 32-year journey in commercial real estate, revealing how he combines traditional investing principles with cutting-edge AI tools, data analytics, and digital systems to scale investments, maximize returns, and reduce risk. Whether you're investing in multifamily properties, commercial buildings, or passive income opportunities, this episode shows how AI is transforming the way investors identify high-growth markets, streamline operations, and make smarter financial decisions.
We dive into how hard assets outperform other investment types, how AI can accelerate deal analysis and market evaluation, and the exact strategies Ben uses to spot lucrative opportunities before the competition. This episode is packed with practical tips for both new and seasoned real estate investors who want to leverage AI for wealth creation and long-term financial freedom.
What You Will Learn:
Links & Resources: Facebook: https://www.facebook.com/TheRealBenReinberg/
Instagram: https://www.instagram.com/therealbenreinberg/
Youtube: https://www.youtube.com/@benreinberg
TikTok: https://www.tiktok.com/@therealbenreinberg
LinkedIn: https://www.linkedin.com/in/benreinberg/
X: https://twitter.com/realbenreinberg
Website: https://www.benreinberg.com/
Alliance CGC Website: https://www.alliancecgc.com/
Attention Investors and Agents: Are you ready to scale your real estate business and connect with like-minded professionals?
👉 Visit Join GIA Team | The Global Investor Agent Team to unlock powerful tools, training, and growth strategies—and book your FREE consultation today.
📘 Grab our book: Global Investor Agent: How Do You Thrive, Not Just Survive, in a Market Shift? ➡️ Get your copy here: https://amzn.to/3SV0khX
🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with proven, real-world tactics. ➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom—let's talk.
📅 Schedule your 1-on-1 strategy call with Gary: https://calendly.com/strategy1-on-1/30min
Discover how the Global Investor Agent Team can help you scale faster and smarter.
If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more industry-leading experts like Ben Reinberg and continue providing real-world strategies to help you build true, long-term wealth through real estate.
In this episode of the Massive Passive Cashflow Podcast, Gary sits down with Terry Roberts, a seasoned mortgage broker with over 15 years of lending experience and a deep specialization in VA loans, investor financing, and non-traditional mortgage strategies.
Terry shares his powerful journey—from homelessness, being a high school dropout, and a teenage father, to serving nine years in the U.S. Marine Corps and ultimately becoming a nationwide mortgage broker with access to 160+ lenders. His unique background in military leadership, business operations, and mortgage innovation gives him a rare perspective on how financing really works behind the scenes.
Throughout the conversation, Terry breaks down why working with a mortgage broker vs. a retail bank loan officer can dramatically expand financing options for buyers and investors. He explains how veterans can strategically use VA loans to acquire duplexes, triplexes, and fourplexes with little to no money down, how eligibility truly works, and how military families can build long-term wealth through real estate.
We also dive deep into investor-focused loan programs most agents don't even know exist—such as asset depletion loans, rental-income-based financing, and loans that don't require tax returns, W-2s, or traditional income documentation. Terry explains how these options open doors for 1099 earners, real estate agents, retirees, developers, and foreign investors looking to invest safely in U.S. real estate.
The episode wraps with a candid discussion on interest rates, Fed rate cuts, the 10-year Treasury, refinance strategies that actually make sense, and why trying to time the market often costs investors more in the long run.
Whether you're a real estate agent, investor, veteran, or buyer trying to navigate today's complex lending landscape, this episode delivers clarity, strategy, and practical insights you can apply immediately.
What You Will Learn: * How mortgage brokers unlock better loan options than traditional banks * The real difference between a broker and a retail loan officer * How veterans can use VA loans to build wealth with little to no money down * Using VA loans for duplexes, triplexes, and fourplexes * How VA entitlement actually works (and why it's not based on property count) * Investor loan options that don't require tax returns, W-2s, or pay stubs * How rental-income-based loans work for investors and 1099 earners * Asset depletion loans for retirees and high-net-worth investors * Financing strategies for real estate agents who can't qualify traditionally * Loan options for land, development, and mixed-use projects * Can foreign nationals invest in U.S. real estate? (Yes—and how) * Why Fed rate cuts don't directly control mortgage rates * Why the 10-year U.S. Treasury matters more than Fed announcements * When refinancing makes sense—even if your interest rate increases * How refinancing can eliminate high-interest debt and improve cash flow * Simple ways to lower monthly payments without refinancing * Why relationships—not transactions—drive long-term success in real estate
Links & Resources: Facebook: https://www.facebook.com/TerryRobertsNMLS397987
Instagram: https://www.instagram.com/mortgagetipdaily
LinkedIn: https://www.linkedin.com/in/terrydroberts/
Youtube: https://www.youtube.com/@mortgagetipdaily
Website: terryroberts.com
Email: troberts@emortgagecapital.com
Attention Investors and Agents: Are you ready to scale your real estate business and connect with like-minded professionals?
👉 Visit Join GIA Team | The Global Investor Agent Team to unlock powerful tools, training, and growth strategies—and book your FREE consultation today.
📘 Grab our book: Global Investor Agent: How Do You Thrive, Not Just Survive, in a Market Shift? ➡️ Get your copy here: https://amzn.to/3SV0khX
🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with proven, real-world tactics. ➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom—let's talk.
📅 Schedule your 1-on-1 strategy call with Gary: https://calendly.com/strategy1-on-1/30min
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If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more industry-leading experts like Terry Roberts and continue providing real-world strategies to help you build true, long-term wealth through real estate.
In this episode of the Massive Cash Flow Podcast, host Gary Wilson sits down with Justin Bozak, a top-producing real estate broker, team leader, and new construction specialist based in New Jersey's Jersey Shore market. Justin is the founder of a rapidly growing brokerage with three offices, over 160 agents, and a fully built in-house support team, making him a true operator—not just a salesperson.
Justin shares his unconventional journey from managing fast-food restaurants in the late 1990s to becoming a respected leader in residential sales, team building, and new construction real estate. By starting as a buyer's agent, cold calling daily, and learning construction from the ground up, Justin built a business rooted in systems, education, and long-term strategy rather than shortcuts.
We dive deep into why new construction is one of the most underutilized opportunities for real estate agents today, especially in low-inventory and shifting market cycles. Justin explains why agents who understand construction gain a massive edge—not only with buyers, but also with builders, developers, and landowners.
This episode also explores how agents can move from "order-takers" to trusted consultants, how to avoid common new construction mistakes, and why learning how homes are built ultimately makes you a stronger resale agent as well.
Whether you're a newer agent looking for leverage, an experienced agent seeking differentiation, or a broker aiming to scale with predictability, this episode delivers practical strategies, mindset shifts, and real-world execution you can apply immediately.
What You Will Learn: How Justin built a scalable real estate business from the ground up From cold calling and buyer agency to leading a multi-office brokerage with 160+ agents.
Why new construction is a powerful opportunity for real estate agents How low resale inventory creates space for agents who understand the build process.
How to stand out as a consultant—not just a salesperson Why solving problems for builders and clients creates long-term trust and repeat business.
The biggest mistakes agents make in new construction And how lack of construction knowledge costs deals, credibility, and commissions.
How agents can add value by helping builders source land Why understanding zoning, lots, and feasibility opens doors most agents never see.
Why construction knowledge makes you a better resale agent How knowing how homes are built strengthens pricing, negotiations, and inspections.
How to navigate shifting market cycles as an agent Why new construction can stabilize income during slow resale markets.
The importance of systems, support, and leadership when scaling How Justin structured teams and operations to grow without chaos.
Why problem-solving is the real job of a great agent And how taking ownership (instead of passing blame) builds long-term success.
What agents should focus on to win in the next real estate cycle Skills, niches, and mindsets that will matter more than ever going forward.
Links & Resources: Facebook: https://www.facebook.com/TheOceanSixGroup
Instagram: https://www.instagram.com/oceans6group/
Website: https://the-oceans-six-group-spring-lake-nj.remax.com/
Justin Bosak's Details: http://www.justinbosak.com/
Attention Investors and Agents: Are you ready to scale your real estate business and connect with like-minded professionals?
👉 Visit Join GIA Team | The Global Investor Agent Team to unlock powerful tools, training, and growth strategies—and book your FREE consultation today.
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🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with proven, real-world tactics. ➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom—let's talk.
📅 Schedule your 1-on-1 strategy call with Gary: https://calendly.com/strategy1-on-1/30min
Discover how the Global Investor Agent Team can help you scale faster and smarter.
If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more industry-leading experts like Justin Bosak and continue providing real-world strategies to help you build true, long-term wealth through real estate.
n this episode of the Massive Passive Cashflow Podcast, Gary Wilson reconnects with Allan Burns—a New Jersey real estate broker, team leader, and systems-driven entrepreneur who has mastered the art of building plug-and-play real estate operations. From expanding across multiple states to integrating AI into daily workflows, Allan breaks down exactly how modern agents can scale faster than ever—without burning out, without guesswork, and without franchise-level overhead.
Allan shares his early beginnings working outdoors in construction before discovering real estate as a pathway to freedom. Since then, he has built a multi-state real estate model centered on systems, operations, repeatability, and creativity. His approach allows agents to plug directly into his ecosystem, get immediate support, and scale their businesses with minimal friction.
Throughout the conversation, Gary and Allan dive into the massive opportunities available to agents right now—from automation and AI to new brokerage models that eliminate geographic limitations. Gary also reveals how he uses AI avatars to produce consistent, systemized content, while Allan shows how layering AI on top of strong operational systems creates explosive efficiency.
We explore why creativity—not just hustle—is one of the most underrated skills in real estate, how to build systems that work even when you're not around, and how to expand into other markets without the heavy costs and restrictions of traditional franchises.
Allan also explains how his Navy-inspired operational discipline allowed him to build systems anyone can follow—giving agents and investors plug-and-play access to leads, training, and expansion opportunities in new markets. Together, Gary and Allan paint a clear picture of the future of real estate: highly automated, system-driven, AI-supported, and borderless.
Whether you're an agent looking to scale, an investor seeking leverage, or a team leader aiming to expand beyond your local market, this episode is loaded with practical insights, big-picture strategy, and actionable how-to steps to build a real estate business that can grow anywhere.
What You Will Learn: How Allan transitioned into real estate—and built a multi-state operation And how the desire for freedom pushed him to create systems anyone can plug into.
Why creativity is a competitive advantage in real estate And how thinking differently can generate opportunities beyond traditional transactions.
How AI is transforming the real estate business From automated content creation with AI avatars to integrating AI in operations, productivity, and scaling decisions.
How plug-and-play systems simplify expansion Why systems modeled after military-level operations allow any agent to step in, follow the process, and succeed.
How to scale your business into multiple states without franchise costs A modern brokerage approach that removes geographic barriers and reduces overhead.
Why every agent is an entrepreneur—not an employee And how this mindset shift opens up unlimited income and creative pathways.
How real estate can create multiple interconnected business opportunities From brokerage and investing to property management and education.
How to create a business that runs even when you're not present The importance of operational structure, delegating tasks, and automating workflows.
How systems + AI = massive leverage And how combining both allows agents to grow faster with less stress and more control.
Why the next wave of top agents will be system-driven, tech-enabled, and expansion-minded And how you can start positioning yourself now.
Links & Resources: Facebook: https://www.facebook.com/TheForceGroup Instagram: https://www.instagram.com/real.redbank/?hl=en
LinkedIn: https://www.linkedin.com/company/real-red-bank/
Website: https://www.forcenj.com/
Email:allandburns@gmail.com
Phone: (732) 213-8987
Attention Investors and Agents: Are you ready to scale your real estate business and connect with like-minded professionals?
👉 Visit Join GIA Team | The Global Investor Agent Team to unlock powerful tools, training, and growth strategies—and book your FREE consultation today.
📘 Grab our book: Global Investor Agent: How Do You Thrive, Not Just Survive, in a Market Shift? ➡️ Get your copy here: https://amzn.to/3SV0khX
🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with proven, real-world tactics. ➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom—let's talk.
📅 Schedule your 1-on-1 strategy call with Gary: https://calendly.com/strategy1-on-1/30min
Discover how the Global Investor Agent Team can help you scale faster and smarter.
If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more industry-leading experts like Allan Burns and continue providing real-world strategies to help you build true, long-term wealth through real estate.
In this episode of the Massive Passive Cashflow Podcast, I sit down with Mike Zlotnik, widely known as "Big Mike," CEO of TF Management Group, LLC, full-time real estate investor since 2009, and host of the Big Mike Fund Podcast, ranked in the Top 10% of podcasts globally. With a background as a mathematician and tech professional, Mike brings a disciplined, numbers-first approach to real estate investing—focusing on risk-adjusted returns, fund structuring, and predictable income.
Mike shares his journey from immigrating to the U.S. from Moldova (formerly part of the USSR), building a 15-year career in technology, and transitioning into full-time real estate investing. After purchasing his first Brooklyn apartment in 2000 and going active in 2009, Mike has gone on to oversee a diverse portfolio of growth-focused and income-producing real estate funds.
We take a deep dive into today's macroeconomic environment, including interest rate trends, inflation, and the massive impact of AI on productivity and employment. Mike explains why he is cautiously bullish on the next real estate cycle and how AI is becoming one of the most powerful deflationary forces influencing markets today.
Mike also delivers a clear, practical breakdown of the capital stack, including senior debt, mezzanine financing, and preferred equity, explaining how each layer works and how investors can use them strategically in today's tighter lending environment. We explore the real differences between debt vs. equity investing, how to think about private credit, and how to position a portfolio for both current income and long-term appreciation.
The conversation also covers today's strongest-performing asset classes, including industrial, open-air retail, and discounted multifamily, along with challenges in self-storage and highly operational niches like car washes and senior living. Mike shares why diversification is critical, what went wrong for many investors during the last multifamily cycle, and how to properly structure portfolios moving forward.
Finally, Mike reveals how investors should evaluate syndications vs. funds, why many investors are shifting back to deal-level clarity, and what institutional-quality investor terms look like today. He also shares key red flags to watch for when underwriting both operators and opportunities in today's market.
Whether you are an active investor, passive investor, or real estate professional looking to build reliable income with less volatility, this episode is packed with high-level strategy and real-world execution to help you invest with clarity and confidence.
What You Will Learn: How Mike transitioned from tech and mathematics into full-time real estate investing And how a data-driven mindset helped him scale intelligently since 2009.
Why Mike is cautiously bullish on today's real estate market And how interest rates, inflation, and AI are shaping the next investment cycle.
How AI is transforming real estate operations and productivity From legal documents to underwriting, marketing, and strategic planning.
A simple breakdown of the capital stack Including senior debt, mezzanine financing, and preferred equity—explained clearly for investors.
How to choose between debt and equity in today's market When private credit makes sense—and when long-term equity may be safer.
Which asset classes offer the best predictable cash flow today Why industrial and open-air retail continue to outperform—and how multifamily has become a deep-value opportunity again.
Why many investors were hurt in the last multifamily cycle And the hard lessons on leverage, overbuilding, and lack of diversification.
How to properly evaluate syndications vs. real estate funds Why transparency, operator experience, and clean legacy portfolios matter more than ever.
What strong investor terms look like in today's market Why preferred returns and profit splits are now shifting back in favor of investors.
How to think like a fund manager—not a gambler Why predictability, conservative leverage, and disciplined operators win long-term.
Links & Resources: Email: mike@tempofunding.com
Phone Number: mike@tempofunding.com
Website: mike@tempofunding.com
LinkedIn: https://www.linkedin.com/in/mzlotnik/
Facebook: https://www.facebook.com/TFmanagementgroup
Youtube: https://www.youtube.com/@tempofunding
Attention Investors and Agents: Are you ready to scale your real estate business and connect with like-minded professionals?
👉 Visit Join GIA Team | The Global Investor Agent Team to unlock powerful tools, training, and growth strategies—and book your FREE consultation today.
📘 Grab our book: Global Investor Agent: How Do You Thrive, Not Just Survive, in a Market Shift? ➡️ Get your copy here: https://amzn.to/3SV0khX
🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with proven, real-world tactics. ➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom—let's talk.
📅 Schedule your 1-on-1 strategy call with Gary: https://calendly.com/strategy1-on-1/30min
Discover how the Global Investor Agent Team can help you scale faster and smarter.
If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more industry-leading experts like Mike Zlotnik and continue providing real-world strategies to help you build true, long-term wealth through real estate.
In this episode of the Massive Passive Cashflow Podcast, I sit down with Michael Pouliot, Chief Investment Officer of Carbon Real Estate Investments, founder of EON Capital Partners, and a private equity operator with over $1 billion in completed real estate transactions. Michael blends Wall Street training from J.P. Morgan and Merrill Lynch with real-world entrepreneurial execution, making him one of the most data-driven and operationally disciplined investors in the workforce housing space.
Michael shares how he transitioned from the fixed-income desk on Wall Street to becoming a full-time real estate investor—starting with a $25,000 BRRRR deal in Philadelphia that became the blueprint for scaling into 50+ acquisitions, 20–50 unit buildings, and eventually a fully vertically integrated multifamily platform focused on workforce, renter-by-necessity housing.
We dive deep into the exact strategy he uses to build long-term, durable cash flow—from targeting 1970s–1990s vintage multifamily assets, to buying in school districts rated 8–10/10, to underwriting properties on a 10-year hold horizon rather than chasing short-term IRR. Michael also breaks down his data stack (RealPage, CoStar, ATTOM, Parcel Labs, U-Haul migration data) and the demographic filters Carbon uses to choose markets like Georgia, Northern Florida, Alabama, Ohio, and Indiana.
You'll also hear how Michael works with family offices, high-net-worth investors, and special-situation capital partners—and why his vertically integrated model creates stability, investor protection, and consistent monthly income even in volatile markets. Whether you're an aspiring investor, an operator ready to scale, or a professional seeking passive income, this episode is packed with high-level insights to help you invest smarter and build lasting wealth through workforce housing.
What You Will Learn: * How Michael transitioned from Wall Street (J.P. Morgan, Merrill Lynch) to full-time real estate investing And why trading time for money pushed him toward assets that produce "dividends forever." * The exact numbers on his first BRRRR deal How a $25K Philadelphia rowhome led to dozens of repeatable deals and the foundation for scaling. * Why workforce housing creates strong, long-term cash flow And why targeting families, great schools, and 2–3 bedroom units creates low turnover and stable operations. * Michael's data-driven market selection system Including migration trends, income-to-rent ratios, school ratings, home-price gaps, and supply metrics. * Why he underwrites every deal on a 10-year hold And how long-term compounding beats short-term IRR chasing. * How Carbon built a vertically integrated property management platform And why owning operations is essential for protecting both tenants and investors. * Where the best opportunities are today Why markets in Georgia, Northern Florida, Alabama, Ohio, and Indiana continue to outperform. * How family offices evaluate operators—and why they trust Michael What makes an operator "institutional-ready," plus what new investors should prioritize when partnering. * Why now is a pivotal moment for renter-by-necessity housing And how investors can position themselves for durable income in the next decade.
Links & Resources: LinkedIn: https://www.linkedin.com/in/michael-pouliot/
Carbon Website: https://www.investwithcarbon.com/
EON Website: https://www.eoncapitalpartners.com/
Website: https://www.michaelpouliot.com/
Attention Investors and Agents: Are you ready to scale your real estate business and connect with like-minded professionals?
👉 Visit Join GIA Team | The Global Investor Agent Team to unlock powerful tools, training, and growth strategies—and book your FREE consultation today.
📘 Grab our book: Global Investor Agent: How Do You Thrive, Not Just Survive, in a Market Shift? ➡️ Get your copy here: https://amzn.to/3SV0khX
🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with proven, real-world tactics. ➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom—let's talk.
📅 Schedule your 1-on-1 strategy call with Gary: https://calendly.com/strategy1-on-1/30min
Discover how the Global Investor Agent Team can help you scale faster and smarter.
If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more industry-leading experts like Michael Pouliot—and continue providing real-world strategies to help you build true, long-term wealth through real estate.
In this episode of the Massive Passive Cashflow Podcast, I sit down with Chris Prefontaine - creative financing expert, bestselling author, and founder of Smart Real Estate Coach. With 34+ years of hands-on investing experience, Chris shares how he rebuilt his real estate business after the 2008 crash by shifting to buying on terms—a strategy that allows investors to acquire properties without using their own cash, credit, or personally signing on bank loans.
Chris breaks down why subject-to deals, 0% owner financing, and free-and-clear properties remain some of the most powerful tools for building long-term cash flow—especially in today's unpredictable market. He also reveals how his "three paydays" system creates immediate income, monthly cash flow, and long-term backend profits, often from deals requiring little to no money down.
We dive deep into how creative financing works in any market cycle, why subject-to deals offer massive advantages over traditional financing, and how investors can dramatically reduce risk by staying off bank loans altogether. You'll also learn how Chris and his team partner with students in 80+ markets nationwide—rev-sharing, mentoring, and even jumping on live seller calls to help them close deals the right way.
Whether you're a seasoned investor or brand new to creative real estate, this episode is packed with actionable strategies to help you buy more properties, increase your cash flow, and thrive no matter what the economy does.
What You Will Learn: * How Chris shifted from traditional investing to creative financing after the 2008 market crash * Why subject-to deals are one of the safest, most scalable strategies for investors * The power of free-and-clear properties and how investors negotiate 0% interest * What the "three paydays" are—and how they create infinite ROI * Why creative financing works in hot, cold, or sideways markets * How to buy properties without using your own cash, credit, or personal guarantees * The key benefits and risks of subject-to deals for both sellers and investors * How mid-term rentals, rent-to-own, and owner-financing exits boost monthly cash flow * Why knowing "what pond to fish in" is the key to thriving in shifting markets * How Chris's team guides students through live calls, call critiques, and real deal support * Why subject-to deals allow investors to scale without high-interest loans * Practical strategies to build recession-proof income in 2025 and beyond
Links & Resources: Facebook: https://www.facebook.com/smartrealestatecoach/
Instagram: https://www.instagram.com/smartrealestatecoach/
YouTube: https://www.youtube.com/smartrealestatecoach
Website: https://smartrealestatecoach.com/
Attention Investors and Agents: Are you ready to scale your real estate business and connect with like-minded professionals?
👉 Visit Join GIA Team | The Global Investor Agent Team to unlock powerful tools, training, and growth strategies—and book your FREE consultation today.
📘 Grab our book: Global Investor Agent: How Do You Thrive, Not Just Survive, in a Market Shift? ➡️ Get your copy here: https://amzn.to/3SV0khX
🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with proven, real-world tactics. ➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom—let's talk.
📅 Schedule your 1-on-1 strategy call with Gary: https://calendly.com/strategy1-on-1/30min
Discover how the Global Investor Agent Team can help you scale faster and smarter.
If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more high-level experts like Chris Prefontaine and continue delivering real estate strategies that build true financial freedom.
In this episode of the Massive Passive Cashflow Podcast, I sit down with Neal Bawa—renowned data scientist, multifamily investor, and founder of GroCapitus, Mission 10K, and Multifamily University. Known as the "Mad Scientist of Multifamily," Neil has helped thousands of investors harness the power of data analytics to identify the most profitable real estate markets across the U.S.
Neal shares how he transitioned from running a successful tech company to building a multimillion-dollar multifamily portfolio using his proprietary data-driven system called Location Magic. This method distills hundreds of market variables into five key metrics—population growth, income growth, job growth, home price growth, and crime reduction—to rank U.S. cities and submarkets for optimal returns.
We dive deep into how Neal's data science background changed the way investors evaluate markets, why multifamily properties are outperforming single-family homes in 2025, and how his teams are on a mission to build 10,000 rental townhomes for middle-income families nationwide. You'll also discover why the Midwest and Northeast are poised for rent growth, how to spot undervalued secondary markets, and what to expect from real estate cycles over the next decade.
Whether you're a seasoned investor or just starting your multifamily journey, this episode is packed with data-driven insights to help you invest smarter and build lasting wealth.
What You Will Learn: * How Neal transitioned from tech entrepreneurship to multifamily real estate investing * The five key data metrics behind Location Magic (population, income, jobs, prices, crime) * Why 2025 is the best time in years to buy multifamily—and the risks of single-family plateauing * How to use data analytics to rank markets and find high-growth cities before they boom * Why secondary and tertiary markets (like Carmel, Fishers, and Provo) are outperforming large metros * How Neal's Mission 10K is reshaping the American Dream through build-to-rent townhomes * The role of inflation, supply, and rent growth in the coming real estate cycle * Practical strategies to align your portfolio with macro-economic data trends
Links & Resources: Website: www.grocapitus.com
Instagram: https://www.instagram.com/nealbawa/ YouTube: https://www.youtube.com/@MultifamilyU
Attention Investors and Agents: Are you ready to scale your real estate business and connect with like-minded professionals?
👉 Visit Join GIA Team | The Global Investor Agent Team to explore powerful tools, training, and growth strategies—and book your FREE consultation today. 📘 Grab our new book: Global Investor Agent: How Do You Thrive, Not Just Survive, in a Market Shift? ➡️https://amzn.to/3SV0khX 🎓 Join Monday Night Live (MNL): Our free weekly class for agents and investors—packed with actionable, real-world tactics. ➡️ https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
For Licensed Real Estate Agents: If you're a licensed real estate agent who wants to work with serious investors, grow your business, and build true financial freedom — let's talk. 📅 Schedule your 1-on-1 strategy call with Gary here: calendly.com/strategy1-on-1/30min Discover how the Global Investor Agent Team can help you scale faster and smarter.
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Your support helps us bring on more data-driven leaders like Neal Bawa and continue delivering real-world strategies for achieving financial freedom through real estate.
In this episode of the Massive Passive Cashflow Podcast, I sit down with Kenny Bedwell—seasoned real estate investor, Airbnb expert, and founder of STR Insights. With over eight years of experience in short-term rental investing, market analysis, and deal structuring, Kenny has helped more than 300 high-income professionals identify and acquire profitable Airbnb properties that generate consistent passive income and long-term wealth.
Kenny shares how he transitioned from his role as a data analyst in Citibank's Equities Market to building a multimillion-dollar real estate portfolio of short-term rental properties across the U.S. His data-driven investing strategies led to the creation of STR Insights—a powerful (and free) Airbnb investment analysis tool that helps real estate investors find the best cash-flowing markets and properties nationwide.
We discuss how Kenny turned a simple house hack duplex into a six-figure vacation rental, how to analyze STR markets using hard data, and what separates top-performing Airbnbs from underperforming listings in saturated markets. You'll also learn how to define your ideal guest avatar, theme your rental for maximum appeal, and scale your short-term rental business like a pro. Whether you're looking to get started with Airbnb investing or grow your existing portfolio, this episode is packed with real-world insights to help you succeed.
What You Will Learn:
Links & Resources: Youtube: https://www.youtube.com/@strinsights7414
Instagram: https://www.instagram.com/kenny_bedwell/
Website: https://www.strinsights.com/
Attention Investors and Agents: Are you ready to scale your real estate business? Need to connect with driven, like-minded professionals? 👉 Visit Join GIA Team | The Global Investor Agent Team to explore powerful tools, training, and strategies for growth—and book your FREE consultation today. 📘 Grab our new book: Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? ➡️ Get your copy: https://amzn.to/3SV0khX 🎓 Join Monday Night Live (MNL): A free, high-impact weekly class for agents and investors—packed with real-world tactics you can apply immediately. ➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your support helps us bring on more top-tier guests like Kenny Bedwell and continue delivering real-world strategies for financial freedom.
Episode 360: Distressed Deals, Passive Cash Flow, & Brokerage Success, with Justin Hoffman
In this episode of the Massive Passive Cashflow Podcast, I sit down with real estate investor, broker, and team leader Justin Hoffman, founder of Team Hoffman in Milwaukee, to explore how a childhood lesson in property investing turned into a thriving multi-pillar real estate business. From buying and flipping distressed properties to managing a 4,500+ transaction brokerage and property management firm, Justin reveals how to build lasting wealth through cash flow, equity growth, and relationship-driven business.
We discuss finding off-market opportunities like estate sales and foreclosures, converting property management into a revenue-generating funnel, leveraging 1031 exchanges and equity lines for growth, and why Milwaukee's market—with its affordability, strong schools, and low taxes—remains one of the Midwest's most underrated cash-flow havens for investors.
What You Will Learn: * How Justin's investing roots shaped his brokerage success—and why working both sides of the deal (investor + agent) compounds wealth * Where to find high-profit distressed deals (estate, divorce, short sales, REOs) and how to market directly to motivated sellers * Property management as a hidden goldmine: how it feeds your brokerage, builds repeat clients, and stabilizes long-term income * Leveraging equity and 1031 exchanges to scale your portfolio without heavy tax hits * The power of reciprocity and referrals: how giving business first can multiply your network and listings * Agent growth formula for Q4: 25 new contacts and 10 client touchpoints daily, review campaigns, and value-based check-ins * Milwaukee's investor advantage: low-cost entry, strong rental demand, minimal taxes, and steady appreciation * How to build relationships that outlast markets—and why direct calls still outperform automation
Links & Resources: * Website: teamhoffman.net * Youtube: https://www.youtube.com/user/teamhoffmann * Facebook: https://www.facebook.com/TeamHoffmannRealEstate * Call Team Hoffman: (414) 897-0098
Attention Investors and Agents: Are you ready to scale your real estate business? Need to connect with driven, like-minded professionals? 👉 Visit Join GIA Team | The Global Investor Agent Team to explore powerful tools, training, and strategies for growth—and book your FREE consultation today. 📘 Grab our new book: Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? ➡️ Get your copy: https://amzn.to/3SV0khX 🎓 Join Monday Night Live (MNL): A free, high-impact weekly class for agents and investors—packed with real-world tactics you can apply immediately. ➡️ Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
If you enjoyed this episode, don't forget to rate, follow, and share the Massive Passive Cashflow Podcast! Your reviews help us bring on more top-tier guests like Justin Hoffman and keep delivering actionable insights on real estate investing, passive income, and financial freedom.
In this episode of the Massive Passive Cashflow Podcast, I sit down with investor and operator Jack Martin, Co-Founder & Chief Investment Officer of 52TEN, to break down why mobile home parks (MHPs) can be the most stable cash-flowing real estate when structured as tenant-owned homes (TOH) on leased land. From renovating SFRs and scaling multifamily to building an institutional-grade MHP platform, Jack explains the playbook: buy quality assets, stabilize, return capital, then keep the long-term coupon—with powerful bonus depreciation along the way.
An Army veteran turned entrepreneur, Jack co-founded 52TEN, an Arizona-based, vertically integrated investment firm specializing in the acquisition and repositioning of mobile home parks. The firm manages 1,800 lots across 5 states with $60M in private investor capital, helping clients invest with confidence using a long-term, tax-favored strategy. Jack's broader background spans $450M+ in acquisitions/dispositions across residential and commercial assets, general contracting and development, and capital management.
We discuss how to underwrite institutional-quality parks (often 100+ lots), why TOH beats POH for durability and maintenance, what markets and regulations to watch, and how agency debt (Fannie/Freddie) and expense discipline (often ~30–40%) shape returns. If you're an investor seeking durable income, low turnover, and smart tax planning, this episode is your blueprint.
What You Will Learn:
Links & Resources:
Attention Investors and Agents: Are you looking to grow your business? Need to connect with aggressive, like-minded people like yourself? We have the tools, knowledge, and coaching to help you thrive and positively impact your bottom line. 👉 Visit: Join GIA Team | The Global Investor Agent Team to explore what we offer and schedule your FREE consultation.
📘 Our NEW book is out: Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX
🎓 Monday Night Live (MNL) – a FREE weekly class packed with action steps you can take right now! Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
If you enjoyed this episode, don't forget to rate, follow, share, and leave us a review! Your support helps us grow the show and bring on more incredible guests like Jack Martin.
Disclaimer: This episode is for educational purposes only and does not constitute tax, legal, or investment advice. Please consult your own professionals.
In this episode of the Massive Passive Cashflow Podcast, I sit down with real estate investor and serial entrepreneur Tom Dunkel to unpack nearly 30 years of hard-won lessons in building wealth through strategic investing. From his early days in aerospace mergers and acquisitions to building a $63M distressed mortgage debt business, Tom shares how he transitioned from corporate finance to financial freedom—using real estate as the vehicle.
As the Managing Director of Eagle Capital Investments, Tom has raised over $50 million across four asset classes and helped investors gain access to institutional-quality deals through his innovative fund-of-funds model. A battle-tested entrepreneur, Tom has built two 8-figure companies, failed on six others, and mentored countless entrepreneurs along the way. Outside the boardroom, he's an avid golfer, lead singer in a rock band, and a dedicated philanthropist supporting causes like Tunnels to Towers and a memorial scholarship at William & Mary.
We discuss his fund-of-funds investment model, raising private capital, generating passive income through private lending, and the importance of finding your niche in a competitive real estate market. Tom also opens up about building (and rebuilding) businesses, giving back through charitable causes, and living a life designed around freedom, impact, and purpose. If you're a real estate investor, entrepreneur, or anyone looking to grow smarter and invest wiser, you won't want to miss this episode.
What You Will Learn:
Links & Resources:
Email:tom@eaglecapitalinvestments.com
Phone Number: (610) 761-8940
Eagle Capital Investments Website: eaglecapitalinvestments.com
Attention Investors and Agents: Are you looking to grow your business? Need to connect with aggressive, like-minded people like yourself? We have the tools, knowledge, and coaching to help you thrive and positively impact your bottom line.
👉 Visit: Join GIA Team | The Global Investor Agent Team to explore what we offer and schedule your FREE consultation.
📘 Our NEW book is out: Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX
🎓 Join us for Monday Night Live (MNL) – a FREE weekly class packed with action steps you can take right now! Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
If you enjoyed this episode, don't forget to rate, follow, share, and leave us a review! Your support helps us grow the show and bring on more incredible guests like Tom Dunkel.
Luis Belmonte is a founding partner of Seven Hills Properties and one of the original executives behind AMB Property Corporation, now known as Prologis—the world’s largest industrial REIT. Over his expansive career, Luis has developed more than 18 million square feet of warehouse space across the U.S., Mexico, Japan, and Singapore. A Navy veteran, industry thought leader, and author of several real estate books, Luis brings a unique blend of grit, global experience, and wisdom that only decades in the trenches can produce.
In this episode of the Massive Passive Cashflow Podcast, Luis shares the defining moments that shaped his career—from post-Vietnam beginnings and navigating one of the largest bankruptcies in U.S. history, to becoming a pioneer in industrial development and launching his own firm focused on low-income housing and neighborhood retail. With candor and humor, Luis walks us through what really works in real estate, the lessons learned from scars earned, and how to position yourself to thrive—especially during downturns.
What You Will Learn:
Links & Resources:
Email: LBelmonte@7hp.com
Website: http://www.7hp.com/
Phone Number: (415) 845-2199
Books by Luis Belmonte:
Street Dog Manager: https://a.co/d/4WQ0yOz
Street Dog MBA: https://a.co/b4hJQ8K
Street Dog Negotiator: https://a.co/hIQat3M
Attention Investors and Agents: Are you looking to grow your business? Need to connect with aggressive, like-minded people like yourself? We have the tools, knowledge, and coaching to help you thrive and positively impact your bottom line.
👉 Visit: Join GIA Team | The Global Investor Agent Team to explore what we offer and schedule your FREE consultation.
📘 Our NEW book is out: Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX
🎓 Join us for Monday Night Live (MNL) – a FREE weekly class packed with action steps you can take right now! Register here: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
If you enjoyed this episode, please follow, share, and leave us a review! Your support helps us reach more real estate professionals and bring you more impactful guests like Luis.
In her 40s, Melissa lost her multi-million-dollar business and hit financial rock bottom. She took a corporate job she hated just to stay afloat, all while raising four kids and feeling stuck in a cycle of bills, burnout, and no clear way out. But Melissa rebuilt her wealth one property at a time and now manages a $5M+ real estate portfolio—all while living a life filled with purpose, time, and flexibility. More importantly, she’s helped 1,000+ investors do the same, with her community now owning over $600 million in real estate. She’s the perfect guest to talk about building a second act, making smarter money moves after 40, and how to invest in real estate without becoming a landlord.
In our conversation, Melissa shares how she went from an “accidental” landlord to creating what she calls the Lazy Investor Method. She opens up about early mistakes—like assuming tenants would “magically appear”—and the lessons she learned about property management, problem-solving, and treating real estate like a business. She also explains why holding properties long-term often outpaces flipping and how the right team can make out-of-state investing both doable and profitable.
What You’ll Learn in This Episode
Resources & Links:
Website:https://www.hellomelissanash.com/
Facebook: https://www.facebook.com/ladyluckinvestments
Instagram:https://instagram.com/hellomelissanash/
Youtube: https://www.youtube.com/@hellomelissanash
Attention Investors and Agents
Our NEW book is out…order yours NOW!
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Justin Udy is a full-time, professional real estate agent and investor based in Salt Lake City, Utah, where he leads Justin Udy & Team, a high-performing group specializing in residential, luxury, commercial, and investment properties. With a track record of industry recognition, Justin has consistently ranked among the top real estate professionals worldwide. In 2021, his team was named the #6 Top Producing Small Team Globally for Century 21 International, and in 2017, he was recognized in the Top 250 Realtors in the Nation by the Wall Street Journal. Over the years, Justin has earned titles such as #1 Producer in Utah, #6 Producer in the Nation, and #8 Producer Globally by Century 21, distinguishing himself among over 100,000+ agents. He has also been recognized on the REAL Trends List of America’s Best Real Estate Agents, placing him in the top 0.1% nationwide.
In this episode of the Massive Passive Cashflow Podcast, Justin shares his journey from getting started in loans during the early 2000s to scaling a business that closed hundreds of transactions annually while simultaneously building wealth through real estate investments. Beyond the deals, Justin opens up about the daily disciplines, mindset shifts, and personal energy management strategies that fuel both his professional success and personal fulfillment.
Together, Gary and Justin discuss the importance of investing early, creating a business with no ceiling, and the critical role of spiritual energy in staying aligned with a higher purpose. They also dive into the Salt Lake City real estate market, exploring why it’s becoming a magnet for investors, how to properly evaluate deals, and the three mistakes most investors make when pursuing opportunities.
What You Will Learn:
Justin’s story proves that success in real estate isn’t just about transactions—it’s about discipline, contribution, and thinking bigger every day. Whether you’re a new agent, seasoned investor, or entrepreneur looking for inspiration, this episode delivers both practical strategies and motivational fuel to level up your life and business.
Connect with Justin!
Website:https://www.justinudy.com/
Facebook: https://www.facebook.com/justinudyandteam/
Instagram: https://www.instagram.com/justinudy/
Youtube: https://www.youtube.com/channel/UCTTvq11VJt1IX0NIfqyY1xA
Attention Investors and Agents
Our NEW book is out…order yours NOW!
Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
Get your copy here: https://amzn.to/3SV0khX
HEY! You should be in class this coming Monday (MNL). It’s Free and packed with actions you should take now! Here’s the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
Gian Pazzia is the Chairman & Chief Strategy Officer at KBKG, where he oversees all strategic initiatives for one of the nation’s leading specialty tax firms. With over 25 years of experience in the cost segregation industry, Gian is a recognized authority in his field and a former President of the American Society of Cost Segregation Professionals (ASCSP). During his tenure, he spearheaded the publication of the first technical standards for cost segregation reports and worked closely with the IRS on audit techniques, repair regulations, and landmark tax cases.
As one of the first professionals in the U.S. to earn the Certified Cost Segregation Professional (CCSP) designation, Gian has provided expert testimony before the IRS and has been published in journals such as Accounting Today, AICPA’s Tax Advisor, and Bloomberg Tax. Before joining KBKG, he worked at two of the Big Four accounting firms, helping to develop proprietary cost segregation software and advanced training programs. Today, Gian is a sought-after speaker who has educated thousands of CPAs and real estate professionals nationwide.
In this episode, Gian and I dive into the world of cost segregation and its powerful role in boosting cash flow for real estate investors. We explore how accelerating depreciation can save investors significant money on taxes, why bonus depreciation is such a game-changer, and how even small property owners can benefit. Gian also shares insights into energy efficiency tax incentives, how technology and AI are making cost segregation more accessible, and why running real estate like a true business is the key to long-term wealth.
What You Will Learn: * Who is Gian P. Pazzia, and how did he become one of the nation’s leading experts in cost segregation? * What exactly is cost segregation, and how can it accelerate depreciation to maximize investor cash flow? * How has bonus depreciation reshaped the tax landscape for real estate owners? * What practical examples show the impact of cost segregation on small and mid-size properties? * How KBKG’s software empowers everyday investors to take advantage of strategies once reserved for large institutional players. * What energy efficiency tax incentives are available to multifamily investors and developers? * Why treating real estate like a business—and leveraging the right tax strategies—is critical for building lasting wealth.
Gian’s story is proof that expertise, strategy, and innovation can transform the way investors approach real estate. Whether you’re a new landlord with a duplex or a seasoned multifamily developer, this episode will give you practical tools to minimize taxes, maximize cash flow, and grow your portfolio more effectively.
Links & Resources: * Email Address: gian.pazzia@kbkg.com * Facebook: https://www.facebook.com/KBKGTaxIncentives/ * X: https://twitter.com/KBKG * LinkedIn: https://www.linkedin.com/company/kbkg/ * Youtube: https://www.youtube.com/user/KBKGinc * Discount for listeners: Use code MASSIVE2025 at checkout for 10% off KBKG’s residential cost segregation software.
Attention Investors and Agents
Our NEW book is out…order yours NOW!
Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
Get your copy here: https://amzn.to/3SV0khX
HEY! You should be in class this coming Monday (MNL). It’s Free and packed with actions you should take now! Here’s the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
Kyle Raniere is the Co-Founder & CEO of RealEstateContent.ai, the AI-powered platform built exclusively for real estate professionals who want to stand out online without spending endless hours on social media. Before launching his company, Kyle led an exciting career as a professional race car driver, competing in endurance events around the globe for Audi and Hyundai. His unique journey from motorsports to tech entrepreneurship has given him a rare perspective on performance, innovation, and the power of relationships.
RealEstateContent.ai is an all-in-one social media solution designed for busy agents, brokers, and investors. With just a few clicks, users can create 30 days of authentic, branded content—tailored to their niche across Facebook, Instagram, X, and LinkedIn, and schedule it directly to their accounts. By removing the hassle of content creation, design, and scheduling, the platform empowers real estate professionals to grow their brand online, attract clients, and free up time to focus on what matters most: serving their clients and closing deals.
In this episode, Kyle shares how he transitioned from racing to real estate technology, why AI is the ultimate marketing accelerator for agents, and how social media has quietly become the biggest bottleneck in winning new business. We also dive into the future of AI in real estate, the importance of first impressions in a digital world, and how agents can leverage automation to scale their influence without sacrificing authenticity.
What You Will Learn:
Kyle’s story is proof that success often comes from putting yourself in the right rooms, building strong partnerships, and embracing emerging technology. Whether you’re a solo agent, team leader, or investor, this episode will give you practical insights on how AI can help you grow your brand, free up your time, and stand out in a competitive market.
Links & Resources: Facebook: https://www.facebook.com/realestatecontentai
Instagram: https://www.instagram.com/realestatecontent.ai/
Tiktok: https://www.tiktok.com/@realestatecontent.ai
LinkedIn: https://www.linkedin.com/company/realestatecontent/ Youtube: https://www.youtube.com/@realestatecontentai
Attention Investors and Agents
Our NEW book is out…order yours NOW!
Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
Get your copy here: https://amzn.to/3SV0khX
HEY! You should be in class this coming Monday (MNL). It’s Free and packed with actions you should take now! Here’s the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
Ken Gee is the Founder and Managing Member of KRI Partners, a real estate private equity and investor education firm. With more than 26 years of experience in real estate, banking, and private equity, Ken has been involved in transactions valued at over $2 billion—covering acquisitions, management, and financing of multifamily projects. Before launching KRI Partners, Ken was a CPA with Deloitte’s tax & M&A practice, serving some of the largest private equity and real estate firms in the country. Earlier in his career, he worked as a commercial lender at a regional bank in Cleveland (now PNC) and even operated certified Cessna Pilot Centers, training pilots for the Delta Connection program.
In this episode, Ken shares how he transitioned from CPA to multifamily investor, why multifamily is one of the most reliable asset classes, and the mindset shift that led him to leave corporate life behind. We also explore how to overcome the biggest barrier new investors face, the formulas Ken uses to evaluate deals, and how both active and passive investors can build long-term wealth through multifamily real estate.
What You Will Learn: * Who is Ken Gee, and how did his career path lead from CPA and commercial lending into multifamily real estate? * What pivotal moment convinced Ken to leave Deloitte and pursue real estate full time? * Why does Ken believe cash flow is king, especially for new investors? * What’s Ken’s formula for evaluating multifamily deals and hitting return objectives? * How do value-add strategies—like rent increases, storage, and garages—create exponential property appreciation? * What holds most people back from buying their first multifamily property, and how can partnerships solve the “I don’t have the money” problem? * How does Ken help both active investors (who want to run deals) and passive investors (who want hands-off income)? * Why does vertical integration in property management give KRI Partners an edge in execution? * What free resources does Ken provide to help investors learn and get started?
Ken’s journey from CPA to multifamily investor offers a blueprint for anyone looking to transition into real estate, whether you want to be hands-on with deals or simply invest passively for steady returns.
🔗 Links & Resources * Email: kgee@kripartners.com * Website: kripartners.com * Phone: 330-467-1985 * LinkedIn: linkedin.com/in/geekennetha * Instagram: @kengee_kri
Attention Investors and Agents
Our NEW book is out…order yours NOW!
Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
Get your copy here: https://amzn.to/3SV0khX
HEY! You should be in class this coming Monday (MNL). It’s Free and packed with actions you should take now! Here’s the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
Dave Kimbrough is a top-producing real estate agent and coach based in Grand Junction, Colorado, known for closing 100–150 transactions a year with just one assistant. After starting his career in pharmaceutical sales and overcoming personal tragedy, Dave transitioned into real estate where he quickly built a high-volume business. At the height of his production, he created Expectation Selling—a proven system designed to help agents set clear expectations, eliminate objections, and achieve a 10-out-of-10 client experience without sacrificing work-life balance.
Today, Dave runs his business through systems that prioritize efficiency, consistency, and relationships. His program, Expectation Selling, provides agents with step-by-step tools to run their businesses like true business owners. By teaching agents how to control inventory, partner with builders, and build trust with clients, Dave empowers them to scale their production while avoiding burnout. His “Freedom Formula” is built on proactive expectation management, allowing agents to prevent fires before they start and live a more balanced, intentional life.
What You Will Learn: * Who is Dave Kimbrough, and how did he go from pharmaceutical sales to closing over 100 real estate deals annually? * What lessons did Dave learn during the 2008–2009 market downturn, and how did they shape his systems for success? * Why controlling inventory and building strong relationships with builders can transform your real estate business. * How Expectation Selling helps agents handle objections before they arise and improve the client experience. * Why real estate is still a relationship-driven industry despite technology and marketing hype. * How to maintain work-life balance and prevent burnout while running a high-production business. * What agents can expect inside the Expectation Selling program—11 modules, coaching options, and practical tools. * Dave’s “golden nugget” of advice for agents: why mindset, resilience, and intentional planning matter most.
Dave’s story proves that with the right systems, mindset, and balance, real estate agents can achieve massive success while building a life they love. Whether you’re a new agent, seasoned producer, or team leader, this episode is packed with actionable strategies to scale your business and thrive in any market.
🔗 Links & Resources * 📧 Email: Dave@ExpectationSelling.com * 🌐 Website: ExpectationSelling.com * 📞 Phone: 970-261-3266 * 📘 Facebook: facebook.com/ExpectationSelling * 🐦 Twitter/X: @ExpectationSelling
Attention Investors and Agents
Our NEW book is out…order yours NOW!
Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
Get your copy here: https://amzn.to/3SV0khX
HEY! You should be in class this coming Monday (MNL). It’s Free and packed with actions you should take now! Here’s the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
Chris A. Williams is a 25-year-old real estate investor, entrepreneur, and the powerhouse behind The Assets Real Estate Team and 1st Class Real Estate Equity Group. He leads a top-ranked team representing buyers and sellers of distinguished properties throughout the Hampton Roads area. In 2024, his team’s very first year closed nearly $60 million in sales across 182 homes, earning the title of #1 team in sales volume out of 100+ 1st Class locations nationwide.
Individually, Chris is consistently recognized as one of the top agents in his market, with accolades including the HRRA Circle of Excellence, Top 500 Agent out of nearly 10,000 agents, Most Prominent Agent Award, Top Producer Award, and Social Media Master Marketing Award. But his journey wasn’t easy, he sold only two homes his first year before breaking into the top 15% of agents the next. That experience shaped his philosophy of resilience, self-belief, and building systems for long-term success.
Today, Chris specializes in creative financing, investor partnerships, and the Agent–Investor Flywheel model, a strategy that allows agents to stabilize deal flow, stack revenue opportunities, and thrive in any market. His mission is to train and empower other agents, regardless of their background, to dominate their market and become the greatest asset to their clients.
What You Will Learn:
Chris’s story is proof that faith, persistence, and strategy can turn early struggles into market dominance. Whether you’re a new agent, seasoned investor, or team leader, this episode delivers actionable insights to grow your business with confidence.
Additional Resources from Chris A. Williams:
Phone: 757-215-8559 Email- chrisawilliams.realestate@gmail.com Instagram-@IAMCHRISAWILLIAMS Youtube- @IAMCHRISAWILLIAMS Facebook - @IAMCHRISAWILLIAMS Tik Tok- @IAMCHRISAWILLIAMS
Attention Investors and Agents
Our NEW book is out…order yours NOW!
Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
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Jim Whitesides is a Naval Academy graduate, former nuclear submarine officer, and seasoned energy trader who transitioned into the self-storage business and real estate investment world. Drawing from decades of hands-on experience, Jim has helped countless investors navigate the complex waters of 1031 Exchanges and Delaware Statutory Trusts (DSTs). His unique blend of analytical precision, operational discipline, and strategic foresight allows him to break down complicated tax strategies into clear, actionable steps for investors at any stage. Whether you’re seeking to defer capital gains taxes, diversify your portfolio, or shift toward a more passive investment approach, Jim delivers insights grounded in real-world success.
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Website: www.sound-tract.com
Instagram: https://www.facebook.com/people/Jim-Whitesides/61566366254034/
LinkedIn: https://www.linkedin.com/in/jimwhitesides
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Quentin West is a North Carolina-based real estate investor and short-term rental expert who transformed a single Airbnb listing into a thriving business generating over $14,000 in monthly cash flow within his first year. With deep expertise in Airbnb arbitrage, mid-term rentals, and co-hosting strategies, Quentin has helped countless investors unlock additional income streams, even in slow real estate markets. His practical approach combines market knowledge, creative financing, and tech-driven optimization—making him one of the most trusted voices in the short-term rental industry.
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Website: https://www.shortcuttosuperhost.com/
Instagram: https://www.instagram.com/qdealshomes/
YouTube: https://www.facebook.com/quentin.west.98
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Debbi DiMaggio is a top 1.5% Realtor (of all agents nationwide), 4x author, Mother of Two, Wife, Podcast Host, and Philanthropist. Her love of meeting people, travel, design and experiencing new cultures has driven her success in real estate and beyond. Debbi aspires to inspire, by living her purpose and passion and is committed to helping her clients through their first, second or third transaction or when mentoring others on their own paths to greatness.
Debbi is a full-time Realtor and a partner in her real estate firm, Corcoran Icon Properties, and the Marketing Director and coach for the company’s 80 Agents. Debbi loves helping others achieve their dream, having expanded her business into coaching. Debbi guides you towards achieving your goals while holding yourself accountable & keeping you on track. Easier said than done! Debbi’s tagline... Follow Your Passion, Live Your Purpose.
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Athena Brownson is a living testament to the power of resilience and reinvention. A former professional skier who endured nine knee surgeries and two neck operations, Athena’s greatest challenge came when she was diagnosed with chronic Lyme disease—a debilitating condition that left her bedridden for months. Yet, instead of letting these setbacks define her, Athena used them to fuel her purpose, transforming pain into strength and obstacles into opportunities.
Now a thriving entrepreneur and advocate for resilience, Athena empowers audiences to navigate life’s challenges with grit, authenticity, and purpose. She teaches how to embrace change, build balance, and align your career and life with your values. Drawing from her journey, Athena inspires others to redefine success, build their "why," and cultivate the mindset needed to overcome adversity and achieve meaningful growth.
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Cameron is a real estate & digital infrastructure investor and advisor to accredited investors & private funds, as well as a management consultant working with businesses across industries on real estate portfolio strategy.
Prior to Landtheory, Cameron was a Managing Director focused on portfolio strategy at Newmark where he advised institutional investors and multinational corporations on over $1.2 billion in real estate capital expenditures across 5.5 million square feet of office, industrial, retail and lodging properties. As an independent advisor, he has coordinated over $150 million in multifamily capital markets transactions and performed construction administration on over $90 million worth of ground up multifamily development. Cameron began his career at Gensler where he contributed to the design of over 1 million square feet of office space in New York, Los Angeles and Washington DC.
Cameron holds a Bachelor of Architecture from Rhode Island School of Design and a Master of Science in Real Estate Development from Columbia University as well as certificates in Alternative Investments from Harvard University and Hospitality Investments from Cornell University. He has been qualified for receivership appointments by the New York State Bar Association (NYSBA) and has passed the Series 65 - Uniform Investment Adviser Law Exam, administered by the Financial Industry Regulatory Authority (FINRA).
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As an entrepreneur, he has grown his real estate portfolio to over 2,000 multifamily units & $250,000,000 in Assets under management. Gino and his partner, Jake, are teaching others how to do the same through Jake & Gino, the premier multifamily real estate education community. To date, their students have closed 68,000+ units and have $4 Billion in Deal volume! He is the best-selling author of three books, Wheelbarrow Profits, The Honey Bee and Family, Food and the Friars. He currently resides in St. Augustine, Florida with his beautiful wife Julia and their six children.
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MELISSA DARNAY is an American entrepreneur who has been living her dream life in Panama since 2012. As the CEO of Choose Panama, a luxury real estate and rental agency based in Panama City, Melissa specializes in helping clients find the perfect investment properties that align with their personal dreams and financial goals. Her unique approach sets her apart from other real estate professionals— she guides clients from their first inquiry through every stage of settling into Panama, offering support long after the transaction is complete.
Melissa’s dedication has earned her a long list of satisfied clients who have successfully found their “someday” in Panama, whether it’s for a vacation, an extended stay, or a permanent move. Known for her expertise and genuine care, she has helped countless individuals and families create their ideal life in this beautiful tropical oasis. e-book
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Jim has been a licensed REALTOR® since 2004, personally helping hundreds of clients buy, sell, or invest in real estate. Jim is passionate about his commitment to ensuring each client receives a white glove experience when dealing with one of the biggest purchases of their lives. After college, Jim joined the world of finance and quickly realized the cubicle life wasn't for him. He wanted to help people in a greater capacity. His two daughters, Anna and Madeline, are the greatest motivation behind his drive and success. And, ultimately, he challenges himself, every day to create a bigger world for his teammate, clients, and his family.
Jim founded The Jim Black Group in 2013. Located in Central Mass and serving clients in MA and CT, we are a full-service real estate firm committed to providing the highest level of service to clients. Jim and his team understand that to provide world-class service you must work with sincerity and integrity, and will be with you every step of the way ensuring a smooth transaction. This makes for an unforgettable experience so that clients become raving fans and continue to refer the Jim Black Group to everyone they know!
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As the CEO of Real Estate Done 4 U, Michael Drew has helped hundreds of investors worldwide achieve their retirement goals through strategic investments in rental real estate, utilizing Cash, IRAs, Mortgages, and 1031 Exchanges helping investors replace their W2 / earned income with RENTAL INCOME. With experience that includes over 1000 real estate transactions and extensive stock option expertise, he focuses on developing sustainable passive income strategies.
Michael's journey into real estate investment was driven by a critical insight: traditional savings and retirement accounts often fail to deliver the necessary growth to secure financial futures. After purchasing his first few rental homes, he recognized the unparalleled benefits of real estate investments. The steady stream of rental income not only provides financial security but also preserves the principal investment – the property itself. As living costs rise, so do rents, ensuring that real estate investments remain a robust hedge against inflation.
In his personal time, Michael enjoys traveling with his family of four kids, adventure racing, pickleball, skiing, and speaking at conferences. His passion for real estate and dedication to helping others achieve financial independence continue to drive his professional and personal endeavors.
As Michael often says, "Don't wait to buy real estate; buy real estate and wait."
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Eddie Speed is renowned as one of the nation's top note educators with more than 40 years of experience. He founded NoteSchool, an esteemed training company that focuses on educating individuals about purchasing both performing and non-performing discounted mortgage notes.
His structured note-investing education has led thousands of students to success. Additionally, he holds the positions of Owner and President at Colonial Funding Group LLC. specializing in acquiring and brokering discounted real estate secured notes. Furthermore, Eddie is a principal in a family of Private Equity funds dedicated to acquiring bulk portfolios of notes.
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Carlos Samaniego is a recognized tax resolution expert, dynamic speaker, and founder of Tax Debt Consultants, LLC. Licensed by the U.S. Department of Treasury as an Enrolled Agent (EA), he specializes in resolving complex IRS and state tax issues for self-employed professionals and small business owners. Carlos is a best-selling author who co-authored Never Give Up with sports commentator Dick Vitale and wrote How to Make the IRS an Offer They Can't Refuse, sharing his personal journey and strategies for overcoming tax troubles. His upcoming book, The FTB Taxpayer Survival Guide, offers essential advice for handling tax disputes with the California Franchise Tax Board.
Carlos has received the Quilly Award and the Expy Award, recognizing his contributions to tax resolution. He has been featured on major media outlets such as Fox, NBC, CBS, ABC, and USA Today, and in a PBS documentary hosted by Dennis Quaid. As host of the Tax Debt Consultant Podcast—ranked among the Top 10 Small Business Tax Podcasts by Feedspot—Carlos provides invaluable tax advice to a global audience.
Additionally, Carlos mentors CPAs, EAs, and attorneys nationwide, helping them develop successful practices. His dedication to education and client service earned him the 2020 Tax Professional of the Year title
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Bob Lachance is a nationally recognized speaker, mentor, and trainer who specializes in helping customers build their businesses through automation and outsourcing. Bob currently owns four businesses and helped start one of the nation’s largest real estate coaching programs. A Bristol, CT native, Bob played ice hockey and went on to play at Boston University, playing a vital role in their 1995 National Championship. With only two classes left to graduate in his senior spring, Bob left school to pursue a professional hockey career where he played 4 years in the US and 4 years in Europe.
At 30 with his pro hockey career over, he self-educated himself in real estate and began his career in the trenches as a real estate investor. He acquired his first flip in 2004 and has done over 1,500 transactions since then. He has also started 2 very successful real estate coaching programs, 3 virtual assistant staffing companies, and much more. Bob is the owner of REVA Global LLC which focuses on offering trained real estate virtual assistants to real estate professionals. Over the years he has experienced various setbacks where others would have simply thrown in the towel. Through the ups and downs both in business and life, his humble commitment to the daily process is something listeners can gravitate towards.
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Erik Oliver holds a Bachelor of Applied Science in Accounting from Westminster College. Prior to joining Cost Segregation Authority, Erik was an Operations Manager for a multi-million dollar landscaping and design firm in Long Island, NY. Since heading west and joining Cost Segregation Authority, Erik has been speaking at local, regional, and national events. He brings with him a passion for identifying cost savings and educating commercial real estate owners on the benefits of cost segregation.
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Fred Moskowitz is a sought after speaker, advisor, and trainer on a variety of topics relating to entrepreneurship and investing.
Fred has positioned himself as an authority on investing in alternative assets and on building wealth using Self-Directed IRA accounts. Fred combines a 20 year career devoted to entrepreneurship and investing with a mission to helping people attain a higher level of financial literacy, resulting in the perfect combination of wisdom and experience providing value to aspiring investors from all walks of life.
He has been making an impact by sharing his unique result oriented education and actionable steps on wealth building, mindset, and success.
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Kristopher Morin, a distinguished expert in real estate investment and financial freedom, with Kristopher “Kris” Morin brings more than twelve years of real estate investing experience, has been sought after as a mentor and coach for high profile business professionals, and is one of the founding members of Three Peaks Capital LLC. Kris’s primary responsibilities include investment strategy, business development through strategic alliances, and educating and attracting new equity and debt investors.
Prior to Three Peaks, Kris spent more than a decade working through progressive leadership roles at some the of the top Advisory Consulting firms in the world, including Accenture. Kris was accountable for helping members of the Fortune 500 to perform competitive assessments and define strategies that would enable them to take advantage of their competitive strengths, exploit industry weaknesses, and achieve operational efficiencies while scaling globally.
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Anne Gannon is an entrepreneur at heart. She founded The Largo Group in 2016 because of her belief that accounting needs to be done differently. Rather than an accounting firm with a hands-off approach, she structured The Largo Group to take an active role with businesses through a monthly accounting system.
They first found the way into restaurants, because it’s an industry that has so many variables and is the hardest accounting job.
Over the past ten years, Anne has worked with over 500 companies all over the United States - ranging in revenue from $5 to $50 million. There are very few people that know more about small businesses than Anne, simply because she has spent a decade on weekly calls with owners around the country. She hears their frustrations, understands their pain points, and helps them navigate challenges while planning for the expansion phase of the business
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Anne Gannon is an entrepreneur at heart. She founded The Largo Group in 2016 because of her belief that accounting needs to be done differently. Rather than an accounting firm with a hands-off approach, she structured The Largo Group to take an active role with businesses through a monthly accounting system.
They first found the way into restaurants, because it’s an industry that has so many variables and is the hardest accounting job.
Over the past ten years, Anne has worked with over 500 companies all over the United States - ranging in revenue from $5 to $50 million. There are very few people that know more about small businesses than Anne, simply because she has spent a decade on weekly calls with owners around the country. She hears their frustrations, understands their pain points, and helps them navigate challenges while planning for the expansion phase of the business
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Trever Ahing is an 8 year Marine veteran who transitioned into a creative real estate game changer! He is the Founder and CEO of the leading novation educational company in America, Buyer Beater University (BBU). Trever and his team specialize in teaching investors, wholesalers, and agents of any experience their patented novation strategy that has made them millions from sellers who want more for their home.
Trever enlisted in the Marines at 19 years old and within 3 years he reached the rank of Sergeant, with multiple meritorious promotions under his belt. In 2016, he met his wife while serving in South Africa with the Marine Security Guard Forces and within 8 months they got married and now have a beautiful little girl, a son on the way, and a Real Estate portfolio worth millions.
In 2019, tragedy struck Trever’s family. While he was on a training mission for an upcoming deployment, Trever received word that his father-in-law had suddenly passed. This was the first death his wife had to endure in her family, and instead of being able to help her through her healing process, he had to leave for 7 months to the middle east, leaving her alone.
After that deployment, Trever decided to hang up his hat as a Marine, and made a vow to reclaim his time and secure family and financial freedom. Since separating out of the service in April of 2021, Trever has amassed a multi-million dollar real estate investment company and has secured himself as the #1 educational company for teaching how to get started in creative real estate investing, specializing in novations.
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Trever Ahing is an 8 year Marine veteran who transitioned into a creative real estate game changer! He is the Founder and CEO of the leading novation educational company in America, Buyer Beater University (BBU). Trever and his team specialize in teaching investors, wholesalers, and agents of any experience their patented novation strategy that has made them millions from sellers who want more for their home.
Trever enlisted in the Marines at 19 years old and within 3 years he reached the rank of Sergeant, with multiple meritorious promotions under his belt. In 2016, he met his wife while serving in South Africa with the Marine Security Guard Forces and within 8 months they got married and now have a beautiful little girl, a son on the way, and a Real Estate portfolio worth millions.
In 2019, tragedy struck Trever’s family. While he was on a training mission for an upcoming deployment, Trever received word that his father-in-law had suddenly passed. This was the first death his wife had to endure in her family, and instead of being able to help her through her healing process, he had to leave for 7 months to the middle east, leaving her alone.
After that deployment, Trever decided to hang up his hat as a Marine, and made a vow to reclaim his time and secure family and financial freedom. Since separating out of the service in April of 2021, Trever has amassed a multi-million dollar real estate investment company and has secured himself as the #1 educational company for teaching how to get started in creative real estate investing, specializing in novations.
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Joe Ingram stands as a towering figure in sales strategy and corporate innovation, renowned for catapulting businesses in varied sectors such as automotive, retail, SaaS, and healthcare to new heights. His strategic acumen, infused with a distinctive mix of wit and pragmatism, positions him as the quintessential ally for enterprises in pursuit of radical transformation. Joe’s methodology is rooted in data, customized to each client’s needs, and has consistently broken the mold of conventional sales tactics, establishing him as a highly coveted strategist and speaker for premier corporate gatherings.
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Joey Mure, Founder and Partner at Wealth Without Wall Street, brings impact, integrity, and generosity to the company every day. He hopes to be remembered as a lover of Jesus, devoted husband, and faithful father. Despite dreaming, around age 10, of becoming an orthopedic surgeon, Joey was in the mortgage business for 11 years before moving to finance in 2014. His personal mentor, Nelson Nash — another man of integrity and impact — is someone Joey deeply admires.
Joey’s strengths in building relationships, asking great questions, and influencing and empowering people with the Wealth Without Wall Street message make him invaluable to the company’s mission. He is relational, impactful, and a true leader. His colleagues would add that he’s thoughtful, funny, and a family man. Many people don’t know that Joey ate a 72-ounce steak dinner once. If he could be anywhere other than work, you’d find him at the beach with his family. And every Sunday morning, they’re worshipping the Lord.
A lifetime goal of Joey’s is to impact the world for Christ; and a more near-term goal is to purchase a beach house for my family. Aside from Wealth Without Wall Street, Joey listens to Sharran Srivatsaa’s Business School podcast and Donald Miller’s Building A StoryBrand podcast. He’s happiest when he’s traveling with his wife or golfing with his girls. He cares deeply about Campus Outreach, Cru, Navigators, Sav a Life, Lifeline Adoption, and Young Business Leaders. His aims to live by the words “Trust in the Lord with all your heart and lean not on your own understanding. In all your ways acknowledge Him and He shall direct your path (Prov 3:5-6).”
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Joey Mure, Founder and Partner at Wealth Without Wall Street, brings impact, integrity, and generosity to the company every day. He hopes to be remembered as a lover of Jesus, devoted husband, and faithful father. Despite dreaming, around age 10, of becoming an orthopedic surgeon, Joey was in the mortgage business for 11 years before moving to finance in 2014. His personal mentor, Nelson Nash — another man of integrity and impact — is someone Joey deeply admires.
Joey’s strengths in building relationships, asking great questions, and influencing and empowering people with the Wealth Without Wall Street message make him invaluable to the company’s mission. He is relational, impactful, and a true leader. His colleagues would add that he’s thoughtful, funny, and a family man. Many people don’t know that Joey ate a 72-ounce steak dinner once. If he could be anywhere other than work, you’d find him at the beach with his family. And every Sunday morning, they’re worshipping the Lord.
A lifetime goal of Joey’s is to impact the world for Christ; and a more near-term goal is to purchase a beach house for my family. Aside from Wealth Without Wall Street, Joey listens to Sharran Srivatsaa’s Business School podcast and Donald Miller’s Building A StoryBrand podcast. He’s happiest when he’s traveling with his wife or golfing with his girls. He cares deeply about Campus Outreach, Cru, Navigators, Sav a Life, Lifeline Adoption, and Young Business Leaders. His aims to live by the words “Trust in the Lord with all your heart and lean not on your own understanding. In all your ways acknowledge Him and He shall direct your path (Prov 3:5-6).”
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Kurt acted as the Director of Corporate & Commercial Architecture and Urban Planning at Legat Architects in Chicago, where he led Midwest and National teams in the design and delivery of hospitality, entertainment, multifamily, retail, senior living, and life science projects. He is an active advocate of Enlightened Urbanism, marrying urban planning, evidence-based design, and experiential design to create a sense of place by incorporating principles of wellness and sustainability into every project.
Kurt’s industry knowledge and focus on collaborative design solutions will be integral to HED’s effectiveness toward its mission: Advancing Your World, through the Positive Impact of design, our teams create exceptional solutions for our clients, the community, and the world.
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Shane is President and CEO of Hampshire Capital, LLC based in NH. Hampshire Capital, LLC buys, develops, renovates, repositions and holds apartment buildings, commercial assets and land in New England and the Southern states. Shane has over 25 years of active real estate experience under his belt. Since 1996, Shane has acquired, renovated and managed more than $305M in multi-family and commercial assets and has developed and built over $110M in real estate through his construction and development firm.
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JEAN PAUL SZITA is the CEO of BEO Investments LLC, a boutique investment firm based in Miami, Florida, specializing in capital preservation through tangible assets. With over 25 years of real estate experience, Jean Paul built a $1.2 billion portfolio from the ground up and led more than $2.5 billion in transactions across hotels, office properties, raw land, and developments. Known for his conservative approach and focus on execution, he leverages his extensive expertise and strong values to deliver secure and meaningful opportunities for investors.
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MARK ANDERSEN has been a successful independent derivatives trader for nearly a decade, with experience in data science, applied mathematics, and optimal portfolio construction. He began his career under the mentorship of experienced fund managers before launching MBH Capital Management. He is a seasoned derivatives trader with extensive experience in 0 Days To Expiration index options since the market’s inception. During this time, he has developed several profitable, institutional-level portfolios. These quantitative portfolios utilize automation to respond to signals that exploit intra-day pricing dynamics in the expiring index options market. He believes in a balanced approach to portfolio construction, balancing mechanical quantitative trades and long-volatility trades alongside trend-based signals to limit risk. He also dedicates significant effort to self-development through his involvement with Tony Robbins and his philanthropic efforts to end child sex trafficking with his favorite charity, Marci.
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TRAVIS BLIFFEN, CEO of Stellar SEO, leads an award-winning digital marketing agency with a distinguished track record spanning over a decade. His expertise shines in challenging industries such as legal, real estate, and finance, where he has helped numerous clients recover from search engine penalties and solve complex SEO problems. His profound understanding and strategic approach have solidified his reputation as a go-to expert in high-stakes SEO scenarios. Travis has published over 500 articles on SEO and link building and has been featured on countless podcasts, including “The Top 1%,” and “Jeremy Ryan Slate Podcast.”
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Clint Harris is a professional real estate investor, entrepreneur, and handles capital raising and investor relations at Nomad Capital. He owns Going Coastal Property Management and hosts the Truly Passive Income podcast. With a background in medical sales, Clint built a lucrative multifamily real estate portfolio, converted to high-performing AirBnB properties. Frustrated with management services, he founded Going Coastal Property Management. For diversification, Clint transitioned to self-storage investments, eventually joining Nomad Capital as a general partner, buying old big box retail buildings and converting them to self storage. Having raised capital for over $100 million in stabilized assets, his mission is to inspire financial, location, and time independence for investors.
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After 15 years in Technology and Sales (including 15 years at Dell Computers), William Hegmann decided to bring his technological expertise and sales experience to the Real Estate world. Since 2016, William has trained over 73,000 real estate agents across the world (including the US, Canada, New Zealand, Mexico, Australia and South Africa) to generate leads using social media. To date, the Social Agent program has helped agents and lenders generate approximately 22 Million leads and facilitated over $400 million in agent to agent referral business.
On top of that, William co-founded Realty Solutions, a residential real estate brokerage based out of Austin, TX, Social Agent University, a lead generation, management, and follow-up service that specializes in helping real estate brokerages leverage lead generation for their agents and now Social Agent Content Hub!
In his spare time, William loves spending time with his girls, collecting shoes, and enjoying all the wonderful things life has to offer.
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Jill Brumbaugh is a dedicated insurance and financial services professional with a passion for helping individuals, families, and businesses secure their financial futures. With extensive experience in the insurance industry, Jill specializes in crafting personalized coverage solutions that provide peace of mind and long-term security.
Her expertise spans auto, home, life, health, and business insurance, ensuring that clients receive comprehensive protection tailored to their unique needs. Known for her client-focused approach, Jill takes pride in educating her customers, simplifying complex policies, and guiding them through important financial decisions
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Dustin Heiner is a real estate investing expert and Founder of MasterPassiveIncome.com and the Real Estate Wealth Builders Conference (REWBCON)
Being Successfully Unemployed at 37 years old by investing in real estate rental properties, he is now on a mission to help 1 MILLION people to invest in real estate and achieve financial freedom.
Through his work at MasterPassiveIncome.com and REWBCON Dustin Heiner has become one of the leading real estate rental property experts.
Dustin started MasterPassiveIncome.com from his home in 2015, while being a full-time employee, married with 4 children, owning and operating 2 other businesses, and being a full-time investor. He is very passionate about his mission to help others become successfully unemployed and never need a job again.
Since then, Dustin Heiner has helped countless numbers of others to start investing in real estate rental properties. Even if his students live in very expensive cities, he shows them how they can invest all over the country.
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Modupe Idowu is a REMLO—a licensed Realtor in Texas & Missouri and a Lender in all 50 states, dedicated to helping individuals and families navigate the homebuying process with confidence. She has been a member of the GIA team since 2020. With a background in investigative journalism, Modupe is a two-time Emmy nominee and Emmy Award winner, formerly working in TV news as a reporter and anchor.
Bridging her passion for storytelling and financial empowerment, she created Mo’s Homebuyer Bootcamp Challenge, a hands-on program designed to help first-time buyers overcome fear and uncertainty in the homeownership journey. The boot camp provides expert guidance on the buying process, hurdles to homeownership, and strategies to overcome financial barriers, including high debt-to-income ratios and mortgage credit readiness.
To further support homebuyers, she developed a Financial Tracker, a tool designed to help individuals assess their financial standing, improve their debt-to-income ratio (DTI), and track savings goals for a successful home purchase.
With years of experience in real estate investment, negotiations, and creative marketing strategies, Modupe has helped countless buyers and sellers achieve their property goals. Whether through her role as a Realtor, Lender, or Educator, she remains committed to empowering individuals to make informed, strategic decisions on their journey to homeownership.
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Based in San Francisco, David works with a wide range of clients, from individual renters to property management companies and real estate investors. His expertise lies in efficiently matching tenants with the perfect apartment that meets their needs and budget. David's personalized approach, attention to detail, and commitment to exceptional customer service have earned him a reputation as one of the top leasing brokers in the city. His success can be attributed to his deep familiarity with the diverse neighborhoods of San Francisco, staying up-to-date on rental trends, market conditions, and the unique characteristics of each area.
Whether clients are seeking a cozy studio in a vibrant neighborhood or a luxurious penthouse with panoramic views, David has the resources and connections to find the ideal residential property.
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Based in San Francisco, David works with a wide range of clients, from individual renters to property management companies and real estate investors. His expertise lies in efficiently matching tenants with the perfect apartment that meets their needs and budget. David's personalized approach, attention to detail, and commitment to exceptional customer service have earned him a reputation as one of the top leasing brokers in the city. His success can be attributed to his deep familiarity with the diverse neighborhoods of San Francisco, staying up-to-date on rental trends, market conditions, and the unique characteristics of each area.
Whether clients are seeking a cozy studio in a vibrant neighborhood or a luxurious penthouse with panoramic views, David has the resources and connections to find the ideal residential property.
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Tom embarked on his real estate journey in 2001, working alongside his wife Joanne to build the operational foundation of the Curtin Team. Leveraging insights from his previous marketing roles, Tom played a pivotal role in assembling a team of top-notch Realtors and Administrative staff. Together, they cultivated a client-centered organization that has successfully closed over $700 million in sales and facilitated 2,000 transactions.
A driving force behind the launch of the Keller Williams Realty Roswell Market Center, Tom's strategic leadership has positioned it as one of the premier offices in the Southeast Region. Beyond his executive role, Tom manages a real estate portfolio in North Atlanta and shares his expertise, teaching others to create wealth through real estate.
Tom's passion for investing and commitment to helping others achieve financial freedom define his professional journey. He strongly advocates for work-life balance. This principle inspired the team approach in his real estate practice, allowing fellow Realtors the rare opportunity to enjoy both professional success and personal fulfillment.
Tom has a business degree from the prestigious Honors Program at the University of Georgia and is a Roswell High School alum. Outside the office, you'll find him hiking or at his cabin in Blue Ridge, embodying the balance he values. Tom and Joanne, proud parents of two high schoolers, call Milton home.
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Born in Lower Merion, raised in Cherry Hill, and a Penn State Grad, Tom adds a ton of value to the Perennial Pride Team as a specialist in advanced insurance strategies and investment analysis. Tom is a tremendous asset for clients looking to take control of their finances due to his analytical strength, his focus on serving clients, and his feeling of responsibility towards others. In addition, Tom has had success within real estate investing through the ownership and management of various rental properties as well as participating in private lending arrangements.
Tom currently resides in Stamford, CT, with his wife, Bridget and their two boys, Aidan and Colin. In his free time, Tom loves to read, exercise, play an occasional round of golf, and just enjoy family time.
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Born in Lower Merion, raised in Cherry Hill, and a Penn State Grad, Tom adds a ton of value to the Perennial Pride Team as a specialist in advanced insurance strategies and investment analysis. Tom is a tremendous asset for clients looking to take control of their finances due to his analytical strength, his focus on serving clients, and his feeling of responsibility towards others. In addition, Tom has had success within real estate investing through the ownership and management of various rental properties as well as participating in private lending arrangements.
Tom currently resides in Stamford, CT, with his wife, Bridget and their two boys, Aidan and Colin. In his free time, Tom loves to read, exercise, play an occasional round of golf, and just enjoy family time.
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As Principal and President, Todd Pigott oversees ZINC Financial and the ZINC Income Fund. Founded in 2007, ZINC Financial is a licensed lender having originated and serviced close to $1 billion in loans, with a loss ratio of less than 1/8%. The ZINC Income Fund was started in 2020 as a vehicle for investors to benefit from ZINC Financial’s lending. Prior to ZINC, Todd held the position of President at one of the largest interior and exterior maintenance companies in the California Central Valley.
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Brad Binder is an accomplished professional in the real estate and mortgage banking sectors, currently serving as a Founding Partner at AskLocal Marketplace since January 2022, where expertise is focused on empowering real estate agents, vendors, and consumers through a free user-access network. Prior experience includes notable roles such as Managing Partner and Chief Executive Officer at AskLocal Real Estate, as well as serving as Branch Manager at Revolution Mortgage. Brad Binder has held various positions in mortgage consulting and banking with First Commonwealth Bank, Fifth Third Bank, First Federal Lakewood, JPMorgan Chase, MLD Mortgage Inc., and Wholesale Mortgage Group, specializing in diverse lending options including construction and renovation loans. Brad Binder holds a Master's degree in Residential Lending and has a strong foundation in real estate expertise.
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Trixy Castro, a dynamic entrepreneur, is passionate about empowering individuals, especially women, to excel in their business and entrepreneurial pursuits. With a remarkable career spanning over two decades, Trixyhas founded and invested in over 50 companies across diverse industries. Her journey is a testament to her determination, resilience, and unwavering belief in the power of mindset transformation.
• First generation American and a self-made entrepreneur
• Founded and invested in over 50 companies
• Former Founder and CEO Genesis Capital, acquired by Goldman Sachs
• Former CEO and Owner of Hudson & Marshall, acquired by Fidelity National Title
• Official Member of the Forbes Finance Council As a visionary leader, Trixy understands the unique challenges faced by women in the business world and has made it her mission to inspire and guide them toward ssuccess. Through her speaking engagements and mentorship, Trixy provides practical strategies, insights, and motivation to help women overcome obstacles, leverage their strengths, and achieve their goals.
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With over two decades of experience, Joe and Jenn, The Dun Rehind the Creative Finance Playbook, is the #1 resource for learning how to buy real estate without traditional bank financing, relying on credit, or needing large cash reserves- all from the comfort of your home. As hosts of the Creative Finance Playbook Podcast, which ranks in the top 10% of global podcasts.
Jenn and Joe have established themselves as experts in the real estate community. They have been featured on influential platforms like the BiggerPackots Podcast and Roal Estate Rookie Podcast.
Through their innovative approach and by re-engineering their business model to operate remotely, they have empowered their students to secure both financial and time freedom from the comfort of their homes.
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Brian T. Bradley, JD. Esq. is a distinguished Asset Protection Attorney, Financial Planner, and #1 Best Selling Author of the book: Over Exposed! Brian is also a husband, father, and highly ranked Brazilian Jiu Jitsu practitioner. He is a sought-after educator and speaker in both the legal and financial spheres.
Brian is the founder of Bradley Legal Corp and Bradley Financial Planning and is passionate about educating people against legal attacks on wealth and empowering people to take charge of your financial well-being by leveraging tools like The Hybrid Bridge Trust and personalized tax-deferred financial strategies.
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Eric Pierre is a second-generation CPA and former professional basketball player, Eric brings the same competitive edge to finance that he brought to the court. He graduated with a Master of Professional Accountancy from Stephen F. Austin State University and holds CPA licenses in both Texas and California.
While many CPAs stick to basic moves, Eric sees the entire board, anticipating challenges and opportunities far in advance. His strategic approach to wealth preservation has caught the attention of major media outlets, with Eric being quoted or mentioned in Forbes, CNBC, and Bloomberg Tax.
Eric's expertise allows him to navigate the complex world of finance with the precision of a seasoned pro. For those seeking to protect and grow their wealth, he offers more than just accounting services. Eric provides comprehensive strategies, always thinking several moves ahead to ensure his clients win in the high-stakes game of financial success.
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Matt Faircloth is the co-founder and president of the DeRosa Group, a real estate investment company that specializes in buying and renovating residential and commercial properties. Matt and his wife, Liz, started investing in real estate in 2004 with a $30,000 loan. They founded DeRosa Group in 2005 and have since grown the company to managing more than 370 units throughout the east coast. DeRosa has completed more than $30M in real estate transactions involving private capital--including fix-and-flips, single-family home rentals, mixed-use buildings, apartment buildings, office buildings, and tax lien investments.
He is the author of Raising Private Capital, has been featured on the BiggerPockets Podcast, and regularly contributes to BiggerPockets' educational webinars. Matt, Liz, and their two adorable kids currently live in New Hope, PA. Joe Fairless controls over $135M of real estate with a specific focus on value-add multifamily acquisitions. He's also host of the popular podcast, Best Real Estate Investing Advice Ever Show, which is the world's longest-running daily real estate podcast. Past interview guests include Barbara Corcoran and Robert Kiyosaki. He currently resides in Cincinnati, Ohio and is on the Alumni Advisory Board for The College of Media and Communication at Texas Tech University and the Board of Directors for Junior Achievement.
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Originally from Greece, Nayia Pierrakos came to America in 1988. An entrepreneur since her early twenties, Nayia has broad experience from the retail, recruiting, consulting, and real estate industries.
Nayia purchased her first property over twenty years ago when she was twenty-three, around the time she became a real estate agent. Nayia loves to learn and has a student mindset, and she has used this passion for growth to find ways to help others become the architects of their lives. She is achieving this through her company Wealth Thru Real Estate where she educates real estate professionals how to bring value to sellers, learn how to leverage, and become financially independent.
Nayia is an elite-level real estate investor, mentor, speaker, and coach. She has shared her motivational stories and success strategies with thousands of growth-minded individuals around the U.S. Her mission is to help people achieve their dreams while making a positive impact on the world.
Nayia has spoken for numerous organizations, including Real Estate Investor Associations and entrepreneurial groups. Her audiences include real estate agents and real estate investors from the beginner to the seasoned professional.
Nayia has a passion for real estate investing and giving forward to make an impact in the lives of those she meets.
Nayia has bought and sold more than $40 million of personal real estate and recently profited more than $1.8 million in a period of less than 24 months using her FLEXX Model.
Her focus is on being a Value Amplifier and bringing out of the box solutions to all the sellers she works with by structuring creative deals and using the subject-to strategy.
Nayia’s mission is to be a catalyst for 1,000 entrepreneurs in becoming multi-millionaires, achieving financial freedom, and living the life of their dreams, which she does through Wealth Thru Real Estate.
Her biggest accomplishment is being a mom of three amazing boys, Georgio, Vasili, and Aristotle. She wants to set a good example and make them proud so they can create their best life.
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Arn Cenedella is a real estate broker and investor with over four decades in the industry. Starting in 1978, Arn built a thriving Silicon Valley residential brokerage business in Palo Alto and Menlo Park CA while building a sizable portfolio of single family rental properties in the Bay Area and across the US. Over this period, Arn assisted many other investors build their rental portfolios and is well-versed in all aspects of real estate investment including acquisition, market analysis, financing, management, and 1031 exchange.
In 2014, Arn moved to Greenville SC to start a new life adventure. Arn continued to invest in small residential income properties in the Carolinas.
In 2020, Arn transitioned his SFR rental portfolio to multifamily investments and founded Spark Investment Group to help busy professionals and parents reap the benefits of commerical real estate investment without the hassle of operating the properties. Arn currently manages and operates a multifamily portfolio as general partner and sponsor of over 1,100 units with a total value in excess of $138M.
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Erin is a self-made millionaire who achieved financial freedom through real estate investing in less than four years. To date, she has helped over 600 other investors to build cash flowing real estate portfolios.
A U.S. Army Veteran, Erin understands what it’s like to work for “the man” and be limited by a schedule and fixed income. Erin created a system to allow her to live a life by design and now has the time and resources to give back and focus on her family. She is a Realtor ® at eXp Realty and is passionate about growing her team of agents and mentoring them to build the business of their dreams. She currently has 13 agents with plans for continual growth.
Erin’s real estate portfolio includes 95 rental units. Erin’s courses and conferences empower investors to dream big and ruthlessly pursue their goals! She has a personal goal of creating a million millionaires!
What You Will Learn:
Additional Resources from Erin Helle:
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Erin is a self-made millionaire who achieved financial freedom through real estate investing in less than four years. To date, she has helped over 600 other investors to build cash flowing real estate portfolios.
A U.S. Army Veteran, Erin understands what it’s like to work for “the man” and be limited by a schedule and fixed income. Erin created a system to allow her to live a life by design and now has the time and resources to give back and focus on her family. She is a Realtor ® at eXp Realty and is passionate about growing her team of agents and mentoring them to build the business of their dreams. She currently has 13 agents with plans for continual growth.
Erin’s real estate portfolio includes 95 rental units. Erin’s courses and conferences empower investors to dream big and ruthlessly pursue their goals! She has a personal goal of creating a million millionaires!
What You Will Learn:
Additional Resources from Erin Helle:
Attention Investors and Agents
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With over 13 years of work experience in the construction and storage industry, I am a licensed carpenter and a storage expert who is passionate about creating innovative and customized solutions for my clients. As the president of Longyards Storage, a storage provider that combines traditional storage needs with a new trend of storage yards, I lead a team of professionals who are committed to delivering high-quality service, security, and convenience. I value collaboration, creativity, and customer satisfaction, and I strive to bring diverse perspectives and experiences to the industry.
At Longyards Storage, I oversee the operations, marketing, and sales of the company, as well as the development and implementation of new products and services. I have successfully expanded the company's offerings to include exterior storage yards that are equipped with various options, such as sea can containers, power outlets, micro offices, and live Wi-Fi streaming. These storage yards are designed to meet the specific needs of different businesses, such as contractors, landscapers, and retailers. I have also ensured that the storage yards are secure, private, and well-maintained, with features such as 30' gates, 6' high fencing, 6" crush stone, and a full-time caretaker. Through my project planning, renovation, and construction skills, I have enhanced the quality and value of the storage yards, and increased the customer retention and satisfaction rate.
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Additional Resources from Chris Long:
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Roger King is a seasoned real estate investor with over 27 years’ experience specializing in strategic, cash-flowing properties. As the founder of a boutique firm, his insights have yielded over $10m in profitable returns to his investors during the last decade alone. Currently overseeing a diverse portfolio valued at over $50m (and still growing), Roger's current focus centers on residential and commercial properties located in 13 states around the U.S. There is currently a strong emphasis on mobile home park communities scattered in 8 of those states.
Early on, Roger pursued a Performance degree at the esteemed Berklee College of Music in Boston, MA. As a former professional drummer, Roger's musical endeavors led his bands to open for renowned artists like Brian Setzer, Spyro Gyra, and Bryan Adams.
Beyond his professional achievements, Roger has a passion for personal development. Embracing unique challenges, he has walked on fire over a dozen times, gone skydiving, and has lately been working toward earning his private pilot’s license. Roger is also committed to philanthropy, contributing to the rebuilding of orphanages in Kenya and supporting families during several retreats in India and Fiji. Roger and his puppy Daisy cherish their sunset beach time in Puerto Rico, the island they now happily call home.
His newest pursuit is building The Real Estate Investing Accelerator™, a community of investors who want to learn to start and scale their real estate investing businesses. By helping members not only to live the life of their dreams but be able to give back to those passion projects they’re called to support with both their time and their money.
What You Will Learn:
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Roger King is a seasoned real estate investor with over 27 years’ experience specializing in strategic, cash-flowing properties. As the founder of a boutique firm, his insights have yielded over $10m in profitable returns to his investors during the last decade alone. Currently overseeing a diverse portfolio valued at over $50m (and still growing), Roger's current focus centers on residential and commercial properties located in 13 states around the U.S. There is currently a strong emphasis on mobile home park communities scattered in 8 of those states.
Early on, Roger pursued a Performance degree at the esteemed Berklee College of Music in Boston, MA. As a former professional drummer, Roger's musical endeavors led his bands to open for renowned artists like Brian Setzer, Spyro Gyra, and Bryan Adams.
Beyond his professional achievements, Roger has a passion for personal development. Embracing unique challenges, he has walked on fire over a dozen times, gone skydiving, and has lately been working toward earning his private pilot’s license. Roger is also committed to philanthropy, contributing to the rebuilding of orphanages in Kenya and supporting families during several retreats in India and Fiji. Roger and his puppy Daisy cherish their sunset beach time in Puerto Rico, the island they now happily call home.
His newest pursuit is building The Real Estate Investing Accelerator™, a community of investors who want to learn to start and scale their real estate investing businesses. By helping members not only to live the life of their dreams but be able to give back to those passion projects they’re called to support with both their time and their money.
What You Will Learn:
Additional Resources from Roger King:
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MICK HEYMAN, CFA and Founder of Heyman Investment Counseling, has a 40-year career in wealth management, helping individuals and institutions of all sizes to build and preserve wealth with his stress-free method for mellowing your money.
Mick started his career at a small firm in Cincinnati before moving to Louisville to focus on equities with a team of top equity managers, managing billions in assets for clients. His career came full circle when he moved to San Diego to work with individual investors, some of whom have remained loyal to him for more than 30 years. Mick received a Bachelor of Economics from Northwestern and is a designated CFA. Despite a formal education in economics, it was really his interest in philosophy and psychology which showed him that human emotion is ultimately what drives the market. This realization has helped him make better money decisions for himself and his clients, using an understanding of human nature and an appreciation for long-term trends.
What You Will Learn:
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Hannah Hammond is a visionary entrepreneur and real estate professional who leads HB Capital, a company dedicated to providing innovative lending solutions for real estate investors. With a focus on flexibility, speed, and personalized service, Hannah has built a strong reputation for helping investors succeed in a competitive market.
Beyond business success, Hannah is deeply committed to making a positive impact. Her mission is to allocate a percentage of all HB Capital profits to a foundation that empowers children with financial intelligence, entrepreneurship skills, emotional intelligence, and soft skills. This foundation will provide real-world business mentorship, giving young people access to successful leaders and a community of like-minded peers. By offering them the tools, guidance, and support they need, Hannah aims to help children create the lives they dream about and become the next generation of entrepreneurs and leaders.
What You Will Learn:
Additional Resources from Bishoy M. Habib, Esq:
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Nancy attended Cornell University, went on to SUNY Buffalo Law School from there and, entered the world of corporate law. An entrepreneur at heart, Nancy has owned several businesses over the years. Today, Nancy is an award winning Broker-In-Charge / Owner of Showcase Realty LLC & Carolina Property Management, LLC-- having spent two decades successfully evolving a leading, award winning, and nationally recognized brokerage in the Carolinas, with a growing team of over 50 agents and staff. In addition to its main office location on S. Mint Street in Charlotte’s busy center, the company has branch offices in Gastonia and Rock Hill, South Carolina to provide efficient and best-in-class client support.
The firm’s real estate services, includes licensed specialists in five departments serving luxury and traditional buyers, sellers, investors, relocation, probate estate, short sale and foreclosure, commercial and property management clients in North and South Carolina. Nancy and Showcase Realty LLC are nationally recognized industry leaders consistently ranking on America’s Best Real Estate Agents and RealTrends Top 1% in the country, as recognized by the Wall Street Journal.
Nancy is a Certified Member of The Institute for Luxury Home Marketing, marketing for the high end market. The Initiative for a Competitive Inner City (ICIC) and FORTUNE ranked Showcase among the fastest-growing inner city businesses in the U.S. for the 2014 Inner City 100. Nancy also won the 2014 Charlotte Business Journal Woman in Business award, City of Charlotte Crowns of Enterprise Award, and was a finalist for Charlotte Athena Leadership Award. In April 2017, Nancy was appointed Advisory Council Chairperson for the Federation of REO Certified Experts (FORCE). She is also a Scholar and graduate of Babson College's Goldman Sachs 10,000 Small Businesses program (#10KSB) & Accepted to WBENC Tuck Capstone program 2024 at Dartmouth College.
What You Will Learn:
How investors adapt to market conditions, including entering new sectors like midterm rentals and corporate housing.
The importance of reliable property management for investors and homeowners.
Additional Resources from Bishoy M. Habib, Esq:
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Bishoy is an investor-friendly attorney licensed to practice in NY and FL. He is the founder and Managing Partner at Levacy Legal, a Florida law firm that represents investors, developers, lenders, real estate companies, and business owners. In addition, Bishoy is the Broker and co-founder of CapStar Real Estate, a hybrid brokerage in Florida with 20 agents that specializes in off- market and creative deals. Bishoy is also an active real estate investor all over the country and successfully started a fund in 2020.
Known as a skilled deal-maker, Bishoy possesses a unique ability to negotiate and structure transactions to his client's advantage. As the son of immigrant parents, Bishoy has a relentless drive, a positive outlook and a deep appreciation for every opportunity he’s given. Bishoy also founded a sports event management company with high-profile clients, including Todd Gurley, Le’Veon Bell, DeSean Jackson, Jameis Winston and the North Carolina Men's Basketball Team. When he is not working, Bishoy loves giving back to those less fortunate, and he has a special place in his heart for orphans back in his native country of Egypt.
What You Will Learn:
Additional Resources from Bishoy M. Habib, Esq:
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Bishoy is an investor-friendly attorney licensed to practice in NY and FL. He is the founder and Managing Partner at Levacy Legal, a Florida law firm that represents investors, developers, lenders, real estate companies, and business owners. In addition, Bishoy is the Broker and co-founder of CapStar Real Estate, a hybrid brokerage in Florida with 20 agents that specializes in off- market and creative deals. Bishoy is also an active real estate investor all over the country and successfully started a fund in 2020.
Known as a skilled deal-maker, Bishoy possesses a unique ability to negotiate and structure transactions to his client's advantage. As the son of immigrant parents, Bishoy has a relentless drive, a positive outlook and a deep appreciation for every opportunity he’s given. Bishoy also founded a sports event management company with high-profile clients, including Todd Gurley, Le’Veon Bell, DeSean Jackson, Jameis Winston and the North Carolina Men's Basketball Team. When he is not working, Bishoy loves giving back to those less fortunate, and he has a special place in his heart for orphans back in his native country of Egypt.
What You Will Learn:
Additional Resources from Bishoy M. Habib, Esq:
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Simon Severino is a LinkedIn Top Voice on sales leadership and sales prospecting. As a shrink-turned-CEO, he had to learn the importance of working ON the business more than IN it. Now, he helps business owners supercharge sales and reclaim 14 hours per week through his Strategy Sprints™ Method. Author of "Strategy Sprints", inventor of the Strategy Sprints™ method. YouTuber, TEDx speaker, Forbes contributor, triathlete, has appeared on over 1300 podcasts. When he is not supercharging sales, you'll find him swimming, biking, running and tricking his 3 kids into outdoor activities so they can't escape his annoying shrinky questions.
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Michael helps busy professionals find their path to wealth. Through the Navigator Wealth Fund, Michael is helping clients diversify their portfolios with high-quality real estate and private money loans so they can retire confidently. Michael has been involved in real estate investing for over 10 years and is a project manager and real estate operator at his core. Clients look to Michael as their copilot to navigate the world of private placement investing in real estate. Michael is a real estate investor who has worked for REITs managing $30B in hotels, commercial offices, logistics, and senior living assets. Michael is a licensed real estate salesperson and a certified Project Management Professional.
What You Will Learn:
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Michael helps busy professionals find their path to wealth. Through the Navigator Wealth Fund, Michael is helping clients diversify their portfolios with high-quality real estate and private money loans so they can retire confidently. Michael has been involved in real estate investing for over 10 years and is a project manager and real estate operator at his core. Clients look to Michael as their copilot to navigate the world of private placement investing in real estate. Michael is a real estate investor who has worked for REITs managing $30B in hotels, commercial offices, logistics, and senior living assets. Michael is a licensed real estate salesperson and a certified Project Management Professional.
What You Will Learn:
Additional Resources from Ted and Garrett Sutton:
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Garrett Sutton is a corporate attorney, asset protection expert and best selling author who has sold more than a million books to guide entrepreneurs and investors.
For more than 30 years, Garrett Sutton has run his practice assisting entrepreneurs and real estate investors in protecting their assets and maximizing their financial goals through sound management and asset protection strategies. The companies he founded, Corporate Direct and Sutton Law Center, currently help more than 13,000 clients protect their assets and incorporate their businesses.
Garrett also serves as a member of the elite group of “Rich Dad Advisors” for bestselling author Robert Kiyosaki. A number of the books Garrett Sutton has authored are part of the bestselling Rich Dad, Poor Dad wealth-building book series.
Garrett attended Colorado College and the University of California, Berkeley, where he received a B.S. in Business Administration in 1975. He graduated with a J.D. in 1978 from Hastings College of Law, the University of California’s law school in San Francisco. Garrett is licensed in Nevada and California. Garrett is a member of the State Bar of Nevada, the State Bar of California, and the American Bar Association.
Garrett lives in Reno, Nevada has been recognized as a Lifetime Achievement Member by America’s Top 100 Attorneys.
Ted Sutton is a licensed attorney who is the son of Garrett Sutton. Ted was born and raised in Reno, NV. He graduated from the University of Utah with a B.S. in Mining Engineering. During one of his summers, he spent three months working at a mine in Chile. This experience made him realize that legal matters interested him more than engineering ones. After graduating in 2018, he took a leap of faith and decided to attend law school the following year.
Ted attended the University of Wyoming College of Law in the fall of 2019. In his third year, he served as the Student Director of the Business Entrepreneurship Practicum, where he helped clients form and maintain LLCs. He graduated in May 2022. Ted is now licensed to practice law in Wyoming and Nevada.
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Buddy Rushing is a former Marine Officer stationed at Camp Pendleton, California. He is a 2004 graduate of the United States Naval Academy, earning a degree in Aerospace Engineering (if you can believe it).
In the 15 years since then, he has traveled around the world, leading Marines in training operations in Okinawa, Thailand, Philippines, South Korea, Guam and Bridgeport, as well as four deployments to Southeast Asia and Afghanistan.
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Frank is a 3x entrepreneur with a passion for the intersection of fintech and math. Frank originally hails from Germany. Early attempts at becoming a child prodigy violinist were unsuccessful which forced his parents to abandon any hope or supervision. Left to his own, Frank quickly became famous for wrestling rattlesnakes and kayaking. His sister meanwhile became a child prodigy violinist. Looking for a brighter future, Frank moved to California where his first job was a choice between watering marijuana plants in the Northern California mountains or building a neural network-based prediction engine for horse racing results. Ever focused on doing the right thing, he built the neural network for horse racing. Several other lucky turns led him to stay in the US and eventually graduate from the Wharton School at the University of Pennsylvania with a BS in Economics. Since then, he’s been a consultant at Oliver Wyman, started an online insurance company, spent 4 years at FICO, and grew Nomis from
Brian J. Esposito, a luminary in the corporate world, has been consecutively ranked among the top 10 CEOs globally in 2020, 2021, and 2022, as acknowledged by The World CEO Rankings Awards, organized by Adria Management, LLC. As the visionary founder and CEO of Esposito Intellectual Enterprises, LLC (EIE), he helms an expansive empire comprising over 110 entities and 200+ joint ventures, with a dynamic presence across 25+ diverse industries worldwide.
In 2021, Esposito's prowess was further highlighted when he was honored as one of the Top 100 People in Real Estate. This accolade was closely followed in 2022 & 2023, where he was celebrated as one of the Top 100 Innovators and Entrepreneurs, underscoring his exceptional entrepreneurial spirit and innovative mindset.
Esposito's profound expertise and triumphant track record extend across both private and public sectors. He is renowned for his strategic acumen in building companies and brands that are not only successful but also financially robust, boasting strong balance sheets, impressive earnings, and sustained profitability.
In August 2023, Esposito embarked on a new venture as the CEO of Diamond Lake Minerals, Inc. ($DLMI). In this role, he swiftly implemented a transformative strategy, completely overhauling the company's direction. His leadership prowess was evident in the way he surrounded the company with industry icons as advisors. This strategic move, coupled with his innovative leadership, skyrocketed the company's share price from a modest $0.35 to a remarkable $5.25. Concurrently, the market capitalization of Diamond Lake Minerals soared from $1 million to an astounding $184 million, a testament to Esposito's extraordinary leadership and business acumen.
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Spencer Hilligoss is a passive investor who has deployed 7-figures of his own capital into passive investments in the past 6 years. In 2019, Spencer retired from a 13-year career in Silicon Valley tech companies in order to give full focus to serving fellow investors in Madison Investing - a club where passive investors gain access to the same types of niche investment opportunities where Spencer deploys his own money - including cash flowing assets like self-storage, rentals, multifamily, ATMs. Spencer lives with his family in Alameda, California - is a proud father of two, graduate of the University of Colorado and member of the Forbes Business Council.
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Kyle has been in the real estate game since 2015, helping people buy and sell houses while also developing his interest in real estate investing. Kyle currently resides in West Fargo, ND, where he and his family enjoy their home on four acres of land just west of town. When his wife, Hayleigh, daughter, Rosie, son, Wesley, and two golden retrievers, Piper and Gracie, are not enjoying the property, you can find them spending quality time at their family's lake home in South Dakota, skiing in the mountains of Montana, or enjoying the Arizona sunshine during the winter months. Outdoor activity, travel, hunting, and recreation have become apriority for Kyle and his family as they've chased the life they've always wanted to live.
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Brandon was a former medical device sales rep before becoming a fund manager in TN managing 22 Million+ of new development annually in entry level first time home buyer housing and build to rent communities. He was featured on the cover of REI Wealth magazine, Realty 411 Magazine, and has been quoted and published in Forbes magazine.
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Robb Munger, founder of Exodus Place, champions transitional housing for homeless men. With a background in finance, where he established a leading financial company in manufactured housing, Munger’s journey took a pivotal turn when he joined the board of Guiding Light Mission. There, he propelled a struggling rescue mission into prominence and transformed a former state corrections facility into Michigan’s largest non-governmental transitional housing, offering new beginnings to those in need.
A former Army Officer, Munger’s commitment to service shines through his philanthropic work and innovative solutions in community development. His collaboration with the Salvation Army and Goodwill in a small town within American City has showcased an innovative approach to addressing homelessness, demonstrating the impactful change that results from combining compassion with action. This initiative, with Munger at the helm, has become a testament to the power of collaborative community efforts in making a tangible difference in people’s lives.
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Darin is an eminent industry leader and entrepreneur with over 25 years of real estate experience and more than $1B in debt and equity as a Sponsor or LP. Having experienced several market corrections, Darin led predecessor companies to pivot and deliver exceptional returns in residential, retail, NNN, and multifamily assets. He is an active managing partner at Presario Ventures and recently founded Club Capital to further address investor requirements for capital growth and cash flow. Darin has a foundational commitment to learning and firmly believes you will grow and prevail with education and execution.
Along with his two children, he launched The NeverQuit Initiative, a 501(c)(3) non-profit organization, to address and provide solutions for the two top reasons that put families into bankruptcy: loss of income and medical expenses. The organization’s mission is to broadly educate young adults on the power of passive cash flow for income and prepare financially for a potential crisis in healthcare costs. Darin is a proud and engaged father of two exceptional adult teens, an active Tiger 21 member, and an honored alumnus of the University of Oklahoma.
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Jason Balin is a real estate private lender based in Maryland. He concentrates the majority of his time as a partner of Hard Money Bankers. Jason provides market knowledge in many real estate asset classes from personally investing in private notes, residential houses, office, multi-family and self-storage projects. He has written 3 books and currently hosts 2 podcasts: Private Lenders Podcast and Real Estate Reserve Podcast. Jason also runs a mastermind group helping other private lenders grow their own hard money companies called HardMoneyMastermind.com
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Whitney Elkins-Hutten is the Director of Investor Education at PassiveInvesting.com, Founder of AshWealth.com, author of Money for Tomorrow: How to Build and Protect Generational Wealth published with BiggerPockets, co-author of the international #1 bestseller Resilient Women in Life and Business, host of the Passive Investing Made Simple YouTube show and podcasts, and a partner in $800MM+ in real estate — including over 6500+ residential units, 15 express car washes, and more than 2200+ self-storage units across 11 states—and experience flipping over $5MM in residential real estate.
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Brian Davis is a real estate investor, personal finance writer, and cofounder of SparkRental with over two decades in the real estate and finance industries. He owns fractional shares in over 2,000 units, and regularly contributes as a real estate and personal finance expert for BiggerPockets, Inman, Best Ever Real Estate, R.E.tipster and more.
Along with his wife and daughter, he spends most of the year overseas living by his own rules. He loves hiking, cooking, pairing wine with said cooking, scuba diving, and occasionally surfing (badly). Most of all, he loves showing others how they too can create their ideal lives through real estate investing and lifestyle design.
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Mark is the owner of Frontier Properties, a highly successful land investment company. With over 6,000 raw land deals completed since 2001, Mark is widely recognized as the country's most trusted authority on buying and selling undeveloped land within the United States. His book, "Dirt Rich," serves as the ultimate guide to building passive income through raw land investments.
Mark can share insights on how investing in raw land offers a simpler and more lucrative approach compared to traditional real estate. Listeners will discover the secrets to achieving total freedom by growing their net worth, increasing cash flow, and minimizing labor through passive income strategies.
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Since his first rental property purchase in 2012, Ian has broadened his involvement in real estate with property flipping, providing housing for subsidized tenants and now working actively in the self-storage industry. Currently Ian and Team own and operate 700k SF of Self Storage, 250 rental units and industrial sites. He’s excited that he has earned his retirement from firefighting to be fully engaged with his family and in the company he co-founded with Daniel Mathe, Equity Warehouse. Ian is a licensed private pilot and enjoys his free time in the skies.
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Kristi Service Nowrouzi has been in the real estate industry since she was 17 years old. Starting off as a part time receptionist at a very busy real estate office in her hometown, she quickly learned the ins and outs of the business. Just after high school, she got her real estate license with the intention of selling real estate. Unfortunately, self doubt and excuses got in the way and so Kristi went into property management. Fast forward a few years, she got her mortgage license and was a loan officer for 6 years until the global financial crash in 2008, where she pivoted into negotiating short sales for 4 years.
Kristi also worked as a Realtor with Keller Williams and then a boutique firm in downtown Sarasota, FL. She knows just how difficult it can be to procure a lead and then bring that lead to a successful closing. Fast forward to current day, Kristi has over 12 years experience originating mortgage loans and partnering with Realtors, Divorce Attorneys, Financial Advisors and CPAs to serve their clients with a high standard of excellence.
Having closed over $100,000,000 in loans and serving hundreds and hundreds of families, and working with hundreds of agents at all levels, Kristi has taken her years of experience and created a learning platform designed to propel brand new agents (and those with little guidance and training from their broker) to new heights of knowledge and confidence.
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Shauna A. Wekherlien, CPA, MTax, CTC, CTS is a two-time published author and the Founder of Tax Goddess Business Services. Tax Goddess is a fully digital firm with a skilled team of over 65 people worldwide that have saved their clients over $1 billion in taxes. Shauna advises business owners, investors, and entrepreneurs to actively create custom strategies to maximize deductions and reduce their tax burdens to the legal minimum. She is ranked in the top 1% of Tax Strategists in the USA and has been featured on many platforms, including Forbes, CNN Money, Entrepreneur, CBS, FOX, ABC, and others.
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Joseph F. LoPresti is the seasoned founder of Arlington Wealth Management, with 39 years in the financial services industry and a history spanning more than two decades at the helm of his firm. Joe’s journey into finance is deeply rooted in his family’s legacy of perseverance and success. Married for 33 years, Joe is a proud father of three daughters who share his enthusiasm for life and the wine making tradition inherited from their ancestors.
His career, shaped by a critical view of Wall Street’s sales-dominated culture, forged a new path that led him to develop a proprietary investment methodology. His deep conviction that hard-earned wealth should be actively safeguarded has become the cornerstone of his unique client relationships centered around achieving security, prosperity, and peace of mind.
Joe’s passion for financial literacy inspires his multifaceted contributions to investor education, including radio segments, course teachings at local colleges, and the foundation of the Investor Education Institute (IEI).
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Rosie Rourke is a dedicated wife and mother of two boys, Jordan and Tony, who also leads one of the top-producing real estate teams at Keller Williams MTS. With a career that began in 1996, Rosie has built a reputation for exceptional customer service and a remarkable track record in both buying and selling properties throughout the Northwest. Her passion for her clients shines through, and she is often asked if she is as happy as she appears; the answer is a resounding yes! Helping people achieve their real estate dreams is what drives her.
Rosie has been honored with the prestigious “Five-Star Best Client Satisfaction” award, emphasizing her commitment to attentive, responsive service tailored to each client’s unique needs. In recognition of her contributions to the community, King County Councilman Reagan Dunn declared October 31st as Rosie Rourke Day in 2020.
Despite over 25 years in the industry, Rosie continuously seeks new ways to enhance her service, proudly holding a Level 3 Graduate certification from The CORE—a prestigious program reserved for the top 1% of realtors nationwide. Additionally, she is part of an exclusive Mastermind Group with Gary Keller, the founder of Keller Williams. If you’re looking to buy or sell a home in the Greater South King County area, Rosie’s extensive expertise and unwavering dedication make her the ideal partner in your real estate journey.
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Lauren Shippy is an entrepreneur with a background in operations, marketing and strategy, driving results and mapping out a path forward for many organizations. She has worked for multiple start ups over the years, assuming the role of COO early in her career. Lauren co-founded a family investment office out of Philadelphia, DeSimone Group Investments in 2012, which allowed her to be a part of building, evaluating and consulting with startups across multiple sectors.
Lauren now practices doing what she loves every day - providing through StoryWork, her own consulting agency, founded in leads with Jean Boen Roberts and Lauren loves to share her thought leadership through The Strategy authored her first book, Seen, Known + Heard (coming soon).
Lauren truly has a passion for identifying the underlying dynamics of people, products and chains to create new markets for companies. To her, StoryWork is more than just a provider of marketing, leadership and strategy services, it’s a platform of curated and nonprofits to drive impact.
In her local community, Lauren was Palm Beach County. She lives in Palm Beach Gardens, Florida with her husband and 2 girls.
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Kristi Service Nowrouzi has been in the real estate industry since she was 17 years old. Starting off as a part time receptionist at a very busy real estate office in her hometown, she quickly learned the ins and outs of the business. Just after high school, she got her real estate license with the intention of selling real estate. Unfortunately, self doubt and excuses got in the way and so Kristi went into property management. Fast forward a few years, she got her mortgage license and was a loan officer for 6 years until the global financial crash in 2008, where she pivoted into negotiating short sales for 4 years.
Kristi also worked as a Realtor with Keller Williams and then a boutique firm in downtown Sarasota, FL. She knows just how difficult it can be to procure a lead and then bring that lead to a successful closing. Fast forward to current day, Kristi has over 12 years experience originating mortgage loans and partnering with Realtors, Divorce Attorneys, Financial Advisors and CPAs to serve their clients with a high standard of excellence.
Having closed over $100,000,000 in loans and serving hundreds and hundreds of families, and working with hundreds of agents at all levels, Kristi has taken her years of experience and created a learning platform designed to propel brand new agents (and those with little guidance and training from their broker) to new heights of knowledge and confidence.
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Michele, a New Jersey native, made her way to California during her enlistment in the United States Marine Corps, where she served as a C-130 aircraft mechanic at Marine Corps Air Station El Toro. Post-enlistment, Michele pursued her education at Chapman University in Orange, CA, self-funding her academic journey.
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Russell earned his BBA with a concentration in Finance and Real Estate from Texas Christian University. He began his career with Arthur Andersen Consulting (i.e. Accenture) and then transitioned to PepsiCo’s Corporate Audit Group. Once he established a strong accounting and technical foundation, he decided to quench his thirst and desire to be an entrepreneur. Russell joined forces in a startup apparel manufacturing company in Santa Fe that quickly grew from inception to $23 million in sales and was subsequently sold to a larger competitor. He parlayed these financial resources along with his newly developed sales and marketing knowledge into his ultimate passion...real estate!
In 2000, Russell and his family moved back to DFW to reunite with his father, a custom home builder, and his mother, a maven in residential sales, to launch a residential sales company, Rhodes & Associates. Within seven years, their newly formed company became the number one real estate team in DFW out of 17,000 agents according to the Wall Street Journal. They have remained the number one seller of pre-owned DFW homes every year for the last 12 years totalling over 8400 clients and $3+ billion in sales.
Russell humbly embraces the magnitude of responsibility that his clients entrust him to consult and protect them in one of their most important financial purchases. He is dedicated to work hard, listen,follow-through, and exceed their expectations every day. His strict hiring prerequisite that ALL team members MUST have a “Servant’s Heart” is non-negotiable. Russell’s belief is that other professional skills can be taught; however, our team members’ overwhelming desire to ALWAYS do the right thing, no matter what it costs in time and/or money, must be innate and part of their DNA. His team prides themselves on communication, expertise, dedication and transparency.
Russell and his beautiful wife, Mandy of 30+ years, are blessed with three wonderful boys – Austin, Mitchell, and Cooper. They are active in the Flower Mound community and enjoy boating, hiking, playing tennis, and being members of RockPointe Church. Their family’s utmost desire is to strive to run the business in a way that pleases and brings honor to God.
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Russell earned his BBA with a concentration in Finance and Real Estate from Texas Christian University. He began his career with Arthur Andersen Consulting (i.e. Accenture) and then transitioned to PepsiCo’s Corporate Audit Group. Once he established a strong accounting and technical foundation, he decided to quench his thirst and desire to be an entrepreneur. Russell joined forces in a startup apparel manufacturing company in Santa Fe that quickly grew from inception to $23 million in sales and was subsequently sold to a larger competitor. He parlayed these financial resources along with his newly developed sales and marketing knowledge into his ultimate passion...real estate!
In 2000, Russell and his family moved back to DFW to reunite with his father, a custom home builder, and his mother, a maven in residential sales, to launch a residential sales company, Rhodes & Associates. Within seven years, their newly formed company became the number one real estate team in DFW out of 17,000 agents according to the Wall Street Journal. They have remained the number one seller of pre-owned DFW homes every year for the last 12 years totalling over 8400 clients and $3+ billion in sales.
Russell humbly embraces the magnitude of responsibility that his clients entrust him to consult and protect them in one of their most important financial purchases. He is dedicated to work hard, listen,follow-through, and exceed their expectations every day. His strict hiring prerequisite that ALL team members MUST have a “Servant’s Heart” is non-negotiable. Russell’s belief is that other professional skills can be taught; however, our team members’ overwhelming desire to ALWAYS do the right thing, no matter what it costs in time and/or money, must be innate and part of their DNA. His team prides themselves on communication, expertise, dedication and transparency.
Russell and his beautiful wife, Mandy of 30+ years, are blessed with three wonderful boys – Austin, Mitchell, and Cooper. They are active in the Flower Mound community and enjoy boating, hiking, playing tennis, and being members of RockPointe Church. Their family’s utmost desire is to strive to run the business in a way that pleases and brings honor to God.
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Levi Rodgers has led two very distinct lives. First, a successful Military career and now leading one of the most successful real estate companies in the country. In 1996, Levi enlisted into the Army as a combat engineer, and persevered until reaching his goal of becoming a Special Forces Green Beret. Levi was deployed all over the world while serving as a Green Beret. On his last deployment in Afghanistan in 2009, he was attacked by an improvised explosive device (IED) This IED catastrophically destroyed the vehicle in which Levi and four of his teammates were utilizing. Everyone in the vehicle was killed, except Levi. These men and their families paid the ultimate sacrifice to this nation and will never be forgotten.
Levi was severely wounded by the attack. He experienced third-degree burns and many broken bones and was brought to San Antonio for his extensive recovery. His life had changed, and the Military was no longer an option for him. Levi found himself in need of a new career and livelihood. Thanks to sound advice from a realtor, Levi was inspired to transition into real estate.
Since his retirement from the U.S. Army, Levi has focused his passion for serving others into his new profession. After a successful start with RE/MAX in 2012, Levi and his team spun off to create The Levi Rodgers Real Estate Group in 2020. Levi continues to push the limits of the real estate market nationwide. He leads by example and surrounds himself professionally with team members who share his core values. That honesty is of the utmost importance, that the customer always comes first, that excellence is key, and that we can always improve.
The LRG company is built on three brand pillars: Service, Guidance and Expertise. The award-winning company has 200 agents and 20 staff supporting their operations of putting their clients first.
In addition to business, Levi remains active with his local community and in touch with its needs. Giving back is important to him, and he leads his team through numerous annual altruistic causes each year. Levi and his organization are passionate about philanthropic giving and donation of time or talent towards Military, Hunger and Education causes.
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Derek Mazzarella, CFP® is a dedicated financial advisor committed to helping individuals pursue financial freedom. With a strong background in management from Bryant University, Derek’s passion for assisting others led him to become a Certified Financial Planner (CFP®).
With a track record of serving hundreds of clients, Derek’s financial acumen earned him the prestigious Five Star Wealth Professional in 2018, 2019, 2021 and 2022.* His financial insights have been featured on local news stations as well as reputable financial publications. Derek’s commitment to his community is evident through his support of local nonprofits.
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Derek Mazzarella, CFP® is a dedicated financial advisor committed to helping individuals pursue financial freedom. With a strong background in management from Bryant University, Derek’s passion for assisting others led him to become a Certified Financial Planner (CFP®).
With a track record of serving hundreds of clients, Derek’s financial acumen earned him the prestigious Five Star Wealth Professional in 2018, 2019, 2021 and 2022.* His financial insights have been featured on local news stations as well as reputable financial publications. Derek’s commitment to his community is evident through his support of local nonprofits.
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Mark Rickert is a Real Estate Broker/Investor and small developer operating in New Mexico and Florida. With a focus on optimizing investment performance in commercial multi-family spaces and delivering exceptional experiences for residential clients, Mark draws on his personal journey of overcoming adversity, trauma, and addiction over 22 years ago. Emphasizing values of care, giving back, honesty, and results, Mark prioritizes the needs of his family, friends, clients, and peers. Beyond his professional pursuits, he is a passionate hiker, mountain climber, and dedicated family and dog lover. Inspired by Zig Ziglar's philosophy, Mark believes in achieving personal success by helping others fulfill their aspirations.
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In 2016 Coach Dan Gordon made a mistake that destroyed his marketing company and cost him over $80,000. Standing at the crossroads of life, Coach Dan chose a bold new direction. Eight months later, he walked on stage, being paid $10,000 for his first professional speaking gig.
Today, Coach Dan takes entrepreneurs on a journey of bold transformation. They expand their income, become powerful leaders, and enjoy life to the fullest. If you want to experience living life unlimited, then you're absolutely going to want to listen to what Coach Dan Gordon has to say.
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Margie Oleson is an executive coach and leadership / team development expert with a doctorate in Organization Development. She delivers her coaching with practical strategies and actions for leaders and their leadership teams to build the right foundation for teamwork and productivity. Clients have included companies in most industries, such as Aeronautics, Agriculture, Financial Services, FinTech, Health Care, Higher Education, Insurance, Manufacturing, Medical Device, Nonprofit, Retail, and more.
Margie developed Top Team Accelerator, which helps senior leaders and their leadership teams build systems and habits for successful change and sustain improvements going forward. With an emphasis on the organization, Margie works with senior leaders and leadership teams to become cohesive, high-performing teams – which translates to high performance among their own teams.
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John Casmon is a real estate entrepreneur, who has partnered with busy professionals to invest in over $100 million worth of apartments.
John also consults active multifamily investors to help them start or grow their business. He hosts the Multifamily Insights podcast (formerly Target Market Insights) and is the co-creator of the Midwest Real Estate Networking Summit.
Prior to becoming a full-time investor, John worked in corporate America, overseeing marketing campaigns for General Motors, Nike and Coors Light.
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Hannah Bercegeay is a schoolteacher, real estate agent, real estate investor, podcast host and a MAMA. During the COVID-19 pandemic, Hannah and her husband began investing in real estate as a way to secure their financial future. Now, they own cashflow producing assets in both single family homes and an apartment complex. Hannah has a wealth of knowledge to share about new construction, value-add projects, and how to manage the portfolio all while working her W-2. But its not just about making money, she is passionate about personal growth, educating others and finding harmony between work and family.
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KEVIN DAVIS, a native of Brooklyn, New York, spent much of his childhood reciting original poems and rhymes, influenced by the hip hop craze like any other inner-city child in the 80’s. In 1989, he was signed as a rapper to Warner’s Brothers Records. At the age of 23, he had his first hit record called, “Stomp” and toured the world for five years. He became a stockbroker in 1995, inspired by the Eddie Murphy movie, “Trading Places,” when the music career fizzled out. This led him into the jaws of the infamous firm Stratton Oakmont, featured in “Wolf of Wall Street” and after a short two years, in a boiler room shop. He was recruited by major wire house firms and ended up working in a small research shop. It was this experience, 25 years later, that led to the development of Investment Dojo, the World’s first social trading competition application. After approximately three years in the making, the application finally launched April 13th 2024. The app effectively gamifies the stock market. The initial feedback is that it’s fun, exhilarating, and more importantly, wildly educational.
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Jay Helms is a financial freedom achiever, a real estate investor living a nomadic slow-travel lifestyle with his family of 5, founder of the W2 Capitalist and Amazon #1 Best Selling Author..
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Introducing Mr. Joe Mendoza, a trailblazing force in the dynamic world of real estate and investing. His extraordinary journey, which commenced at the tender age of 13, has evolved into a powerhouse of experience spanning management, marketing, sales, and accounting. Boasting an impressive thirty-year legacy in real estate, lending, and professional business coaching, Mr. Mendoza is a luminary in his field, bringing an unparalleled wealth of knowledge to every venture. As a licensed California Real Estate Broker for over 25 years, Mr. Mendoza is not just a professional; he is a maestro orchestrating success. He is a proud alumnus of San Diego State University with a Bachelor of Arts degree, Mr. Mendoza doesn't just meet expectations; he surpasses them. For those seeking a luminary with a genuine fervor for business and community, Mr. Mendoza stands as the ultimate choice – a dedicated and accomplished individual ready to make an indelible mark on your team.
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Mike Price has lived in Atlanta, GA all of his life. Mike became a full time Realtor in 2011 and built his business by prospecting. Over the years he has grown personally and professionally and has built the Mike Price Team and is able to help over 100 people navigate the Real Estate Market and provide raving fan service. Creating a platform where Realtors can run their business in the easiest and most profitable way is his vision for his team. When he is not leading a team and helping clients, Mike enjoys spending time with his with and son and traveling.
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My career in real estate started as an investor. I dabbled a little in the late 90s with rentals and then started flipping in 2006. In 2014 I got my real estate license to help facilitate my investing. We were flipping about 25 properties a year. Shortly after, I started building a real estate team to handle all the leads my website was generating. The team was averaging about 100 transactions a year and $25M in sales volume. 24 months ago we moved the team of 4 from Remax to exp and since then the team has grown to 18 agents and I’ve partnered with another 25 agents in cleveland, Chicago, Charlotte, Atlanta, Miami, and Dubai.
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My career in real estate started as an investor. I dabbled a little in the late 90s with rentals and then started flipping in 2006. In 2014 I got my real estate license to help facilitate my investing. We were flipping about 25 properties a year. Shortly after, I started building a real estate team to handle all the leads my website was generating. The team was averaging about 100 transactions a year and $25M in sales volume. 24 months ago we moved the team of 4 from Remax to exp and since then the team has grown to 18 agents and I’ve partnered with another 25 agents in cleveland, Chicago, Charlotte, Atlanta, Miami, and Dubai.
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Nick DeVito is the Chief Recruiting Officer for Honey Badger Nation, REALTOR, Senior Agent and Manager for EXP Realty. Nick is licensed in both Real Estate and Insurance. Before Real Estate, Nick consulted for a 2.5 Billion dollar REIT headquartered in Cleveland which had properties in over 15 states. Nick’s primary functions are to Recruit, Coach, Train and Mentor agents to meet and exceed their career and personal goals. Nick has been in the top 3% in Volume for the last 20 years.
Personally, Nick and Cindy have 3 children. When not working you can find Nick coaching all 3 of his children in Football, Basketball, Hockey and Baseball just to name a few. Although he has accomplished much in Real Estate in the last 20 years if you ask Nick he will always say “Family is and will always be the most important thing in my life.”
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James 'Trea' Massey is an Atlanta native, and a seasoned real estate professional who recognizes and values the trust his clients place in him, and he strives every day to exceed their expectations. He has been a leading top producer for over 5 years. James married his high school sweetheart over 20 years ago, and they are proud parents of 3 awesome children. In his free time James loves to travel, coach little league sports, and hang out with friends and family. James grew his business from $36k to $360k in commissions in 12 months and over $500k the following 12 months. James spends most of his time now helping real estate professionals hit their golds and create an exit strategy while building equity from the transaction treadmill.
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At 35, Kevin Jaramillo has built a diverse and impressive career as an entrepreneur, real estate investor, and real estate agent. His passion for financial literacy has driven him to become a dedicated financial literacy coach, helping others achieve their financial goals. In addition to his professional pursuits, Kevin is also an avid golfer, enjoying the challenge and camaraderie the sport brings. His multifaceted expertise and commitment to financial education make him a valuable resource for anyone looking to improve their financial well-being.
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At 35, Kevin Jaramillo has built a diverse and impressive career as an entrepreneur, real estate investor, and real estate agent. His passion for financial literacy has driven him to become a dedicated financial literacy coach, helping others achieve their financial goals. In addition to his professional pursuits, Kevin is also an avid golfer, enjoying the challenge and camaraderie the sport brings. His multifaceted expertise and commitment to financial education make him a valuable resource for anyone looking to improve their financial well-being.
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Edwin Epperson has created and managed two prior close-ended mortgage funds in 2018 and 2020. His personally designed, and developed underwriting criteria for private loans, secured to single family residences has allowed him to keep his default rate under 3.00% of all loans deployed. He has processed and underwritten over 120+ loans and deployed over $20,000,000 in loans secured to single family real estate and investment borrowers since 2014. Strategic partnerships, and creative deal structures have allowed him to create and share joint ventures with his partner investors as well as low leveraged 2nd lien position. Through his dedication to low-risk, high-return investment loans, his capital partners have enjoyed annual returns between 7.50% to 10.75% averaged out over 9 years of lending. Edwin is the creator and developer of a first of its kind Private Lending course, which takes capital investors with no knowledge of private lending, to being able to make their first, low-risk, secured real estate loan, within a matter of days. This has allowed capital investors to utilize their retirement accounts as well other capital accounts, to make secured investment loans, while also providing more lending opportunities for Edwin and his capital partners.
Edwin served in the United States military, U.S. Army, from 2002 until his honorable discharge in 2015. Finishing his career as a combat diver with the US Army Green Berets, he personally was responsible for over $30,000,000 in military hardware, and communication equipment. He oversaw and led the creation of military high frequency and satellite communications training for US and foreign troops. He personally trained deployed with over 300 combined Afghanistan and Colombia special operations forces in combat patrolling, and communication techniques.
He is an active member in his local church, married for 8 years and has two sons. He enjoys a good bourbon, cigars and diving in his free time.
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Edwin Epperson has created and managed two prior close-ended mortgage funds in 2018 and 2020. His personally designed, and developed underwriting criteria for private loans, secured to single family residences has allowed him to keep his default rate under 3.00% of all loans deployed. He has processed and underwritten over 120+ loans and deployed over $20,000,000 in loans secured to single family real estate and investment borrowers since 2014. Strategic partnerships, and creative deal structures have allowed him to create and share joint ventures with his partner investors as well as low leveraged 2nd lien position. Through his dedication to low-risk, high-return investment loans, his capital partners have enjoyed annual returns between 7.50% to 10.75% averaged out over 9 years of lending. Edwin is the creator and developer of a first of its kind Private Lending course, which takes capital investors with no knowledge of private lending, to being able to make their first, low-risk, secured real estate loan, within a matter of days. This has allowed capital investors to utilize their retirement accounts as well other capital accounts, to make secured investment loans, while also providing more lending opportunities for Edwin and his capital partners.
Edwin served in the United States military, U.S. Army, from 2002 until his honorable discharge in 2015. Finishing his career as a combat diver with the US Army Green Berets, he personally was responsible for over $30,000,000 in military hardware, and communication equipment. He oversaw and led the creation of military high frequency and satellite communications training for US and foreign troops. He personally trained deployed with over 300 combined Afghanistan and Colombia special operations forces in combat patrolling, and communication techniques.
He is an active member in his local church, married for 8 years and has two sons. He enjoys a good bourbon, cigars and diving in his free time.
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Karly exemplifies integrity, high energy, hard work and innovative service in every aspect of your real estate transaction. She is exceptionally creative, always thinking outside of the box. Karly specializes in investment real estate, helping her agents and clients build their real estate portfolio to establish financial freedom! Karly herself is an investor, private money lender, and also a private capital raiser . She has been named the “off market” queen in CT for a reason! No inventory? No problem, Karly can source all asset classes off market nationwide. Karly also finds great joy in coaching/ mentoring agents who have a desire to grow in their personal and professional career.
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Albie Stasek along with his partners Jay Kinder and Michael Reese has built an organization of over 13,000 agents in all 50 states, Canada, India, Mexico, Portugal and Australia and Dubai.
Before acquiring his real estate license in 1998, Al was a long haul semi-truck driver. Knowing that life on the road wasn’t his path or passion, he began his real estate career on a shoestring budget and a hunger for success.
After being coached by Kinder & Reese, his business started doubling every year and soon became a coach, helping other agents and brokers grow their businesses. Al has been inducted into the RE/MAX Hall of Fame, and is a 4X Icon Award winner with eXp Realty, ranking in the top 13 earners of the company.
Now with over 25 years of experience in the real estate industry, he is the owner of the Stasek Group of eXp Realty in Northeast Ohio, and co-founder of Kinder, Reese & Stasek LLC where he teaches and coaches agents the marketing principles that have lead to his success.
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Joel's story is genuinely remarkable. He began his entrepreneurial journey at the age of 14, running a landscaping business where he convinced 70 families in one weekend to allow him to manage their landscaping, and hired 40 other high school and junior high students to manage the workload. Eventually, he started his own brokerage firm which grew to manage over twenty brokers. Over the last 40 years, Joel has been involved in nearly 100 acquisitions, totaling around 3 million square feet, and has raised over $250 million in private capital. Today, he focuses on low-risk, cash-flow-centric investments and manages an industrial portfolio of 18 buildings.
Joel's experience and the lessons he's learned, especially during the Great Recession of 2008, provide a unique perspective on real estate investment. His shift towards conservative (all cash, no mortgage!) investments and a cash-flow-first approach is particularly relevant in today's market. His insights can resonate with your audience, especially those interested in real estate, finance, and prudent investment strategies.
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Meet Gina Hanson, professional speaker, trainer, and workshop virtuoso on a mission to equip real estate agents with the skills they need to conquer market uncertainties. As a resilient team leader and agent from the last market meltdown, Gina understands the fears that can accompany a shifting real estate landscape. In her signature style, blending competence with humor, Gina's workshops are transformative experiences, providing agents with the tools to navigate challenges and emerge strong!
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Joe Herbert grew up in tough financial conditions, which were very different from the success he enjoys now. These early challenges shaped his mindset, making him believe that life was all about working hard for money. However, these tough times also made him determined and resilient.
He didn't have easy lessons in life. Without any mentors or shortcuts, Joe's experiences became his best teachers. From these challenges, he developed the Six Life Assets, which helped him change his mindset from scarcity to abundance.
Joe decided to leave the regular corporate world and took a chance in real estate. He didn't just succeed in it; he changed the way people saw success in that field. Joe then used his experiences to help others by mentoring them in the world of real estate.
Joe's success isn't just about his achievements in real estate or his impressive financial records. He's respected for his honest approach, strong work ethic, and commitment. One of his key characteristics is his desire to teach others. He shares his insights through platforms like SelfMadeWealth and groups where he offers guidance.
Joe's goal is to help others achieve financial freedom. His life story shows that with ambition and the right actions, anyone can turn challenges into opportunities. Let Joe's journey inspire you to chase your goals.
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Meet Sabrina Guler, a 30-year-old real-estate entrepreneur whose quest for "Something More" has driven her from an Engineering career at Apple to co-founding Techvestor, an 8-figure short-term rental fund.
Techvestor spans across nine markets, vertically encompassing everything from capital acquisition, renovations, furniture, design, and property management. Its remarkable success has garnered attention from Forbes, Business Insider, Yahoo, USA Today and earned it a prominent feature on Roku Streaming TV's "Staycation." Techvestor has magnetized investors, amassing over $65 million in just over two years and reaped substantial returns, recently distributing over $2 million in passive cashflow.
Sabrina is also the creator of "Something More," a personal brand dedicated to self-discovery, fulfillment, and financial independence. Her Something More Podcast provides a profound insight into the journey of choosing the fulfilling, albeit challenging, path of entrepreneurship, navigating risks towards financial independence, and relentlessly pursuing that elusive "Something More."
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Mark Miller has spent over 30 years in the tax and financial services industry helping his clients grow and protect their wealth. He has worked with hundreds of Business Owners, Physicians, Executives and High-Net-Worth clients cutting their taxes significantly. He helps them grow and protect their business and retirement assets in good times and bad. Plus, preserve long-lasting family legacies.
Mr. Miller is a best-selling author, having written several books on personal finance. His latest book, The Tax-Free Business Owner teaches business owners how to zero out their taxes, just like many Fortune 500 firms.
He has been featured in more than 200 newspapers and magazines such as the Kansas City Star, Kiplinger’s Personal Finance, Money Magazine, Women’s Day, The New York Times, and the Los Angeles Daily News. Mark has also appeared as a business and financial expert on numerous radio and television shows nationwide, including Fox News.
Mark has attained Ethics Approved Status as a Registered Business Financial Consultant with the IARFC. Not long ago, he was one of only 50 Americans to receive the Presidential Businessman of the Year award. He also received a personal commendation from President George W. Bush for his efforts to help Americans build their businesses and wealth.
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Liz Hester exploded into online marketing in 2005, going from being a youth pastor to making $60,000 a month online, so that she could simply be able to stay at home and homeschool her daughter. Since then, she’s been behind the scenes helping dozens of businesses double to quadruple revenues in less than 18 months using online marketing automation. Now that her daughter’s eighteen, she’s coming out from behind the laptop and sharing what she’s learned to help you maximize your business’ profits. Today she’s going to share with us her Winning Email Formula and even has her Winning Email Checklist for us at the end of our time today. This is her personal Checklist that she uses for each and every email to maximize engagement and profits, so you are going to want this!
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Jen & Stacy Conkey are a real estate powerhouse with two decades of investment experience and an insatiable drive to transform the multifamily education space. Their passion isn't just in doing deals—it's in elevating others to do the same.
Jen, an NLP Master Practitioner and business strategist, doesn't just offer investment advice; she breaks down mental barriers and reconditions mindsets for unparalleled success. She's been instrumental in helping investors not only meet but shatter their real estate objectives.
Stacy brings a hands-on, nuts-and-bolts approach to real estate training. From the basics to the complex deal structures, she equips investors with the tangible tools needed to turn ambitions into closed deals.
As the visionaries behind the Remote Multifamily Investing Academy, they've disrupted the status quo. They've developed the #1 Multifamily Academy for scaling in multifamily real estate, emphasizing the underestimated power of joint ventures before diving into larger syndications.
With Jen & Stacy, you're not just getting advice; you're getting a transformative experience. They're not just knowledgeable; they're relatable, enthusiastic, and ready to make a real impact.
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Jen & Stacy Conkey are a real estate powerhouse with two decades of investment experience and an insatiable drive to transform the multifamily education space. Their passion isn't just in doing deals—it's in elevating others to do the same.
Jen, an NLP Master Practitioner and business strategist, doesn't just offer investment advice; she breaks down mental barriers and reconditions mindsets for unparalleled success. She's been instrumental in helping investors not only meet but shatter their real estate objectives.
Stacy brings a hands-on, nuts-and-bolts approach to real estate training. From the basics to the complex deal structures, she equips investors with the tangible tools needed to turn ambitions into closed deals.
As the visionaries behind the Remote Multifamily Investing Academy, they've disrupted the status quo. They've developed the #1 Multifamily Academy for scaling in multifamily real estate, emphasizing the underestimated power of joint ventures before diving into larger syndications.
With Jen & Stacy, you're not just getting advice; you're getting a transformative experience. They're not just knowledgeable; they're relatable, enthusiastic, and ready to make a real impact.
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Vince Shorb is one of the country’s leading advocates for financial wellness who creates partnerships with financial service providers that enhance their brand, increase awareness, highlight their expertise, and deepen relationships with prospects and clients.
After spending 15 years in financial services working one-on-one with more than 20,000 people, he founded the National Financial Educators Council – an organization dedicated to combating the financial illiteracy epidemic.
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Associate Vice President Taylor Avakian is one of the top multifamily brokers at Matthews Real Estate Investment Services. He has worked on countless transactions, both as an advisor and a principal. He is adept at managing the process from beginning to end, including due diligence, financing, marketing, and sales.
Avakian’s extensive knowledge of the market and his ability to identify opportunities are what make him stand out from other agents. While most agents take a two-pronged approach to business, he takes a different stance. His unique perspective allows him to identify opportunities that most agents would miss, setting him apart from the rest of the industry. He is not only able to help his clients make smart investments but also helps them avoid costly mistakes.
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Ed Mathews is a seasoned real estate investor and the founder of Clark St Capital. With over a decade of experience, Ed built a portfolio of multifamily properties in CT and Southeast US.
Ed's journey was far from direct. For 24+ years, he worked for Silicon Valley start-ups, honing his skills in the go-go tech world. It wasn't until 2011 Ed bought his first rental property.
Over the years, Ed worked tirelessly to grow his portfolio, juggling his family, day job and Clark St. Finally, in 2018, he left the rat race to focus entirely on growing Clark St.
When he's not hunting new projects, he can be found spending time with his wife, Patricia, their daughters, and their dogs, Caroline and Abbie. And if you catch him during basketball season, you'll likely find him cheering on his beloved Villanova Wildcats.
With deep real estate knowledge and a passion for helping others achieve their goals, Ed is a trusted mentor for anyone looking to build their own real estate empire.
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With over 25 years of experience, Shannon has been involved from start to finish on over $350MM in construction projects such as multi-family, professional office buildings to city halls, fire and police stations, schools, industrial projects and mini storage. Along with his knowledgeable team at Shannon Robnett Industries (SRI), Shannon is dedicated to sharing his expertise and delivering top-quality projects that bring numerous passive income streams to his syndicate partners.
"A more intelligent investor creates a better investment market." - Shannon Robnett
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Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. She discovered a strategic way to put her 20+ years in mortgage banking, real estate, and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs with $1B+ Under Management. Learn more about Hall and her thriving company at uDirectIRA.com.
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Chad Wittfeldt started his entrepreneurial journey at a young age by starting a landscaping company and electronic arbitrage business in his teenage years.
He quickly focused in on investing in the equities & currency markets.
Chad later became a full-time investor and real estate entrepreneur in his twenties.
Today, he's partnered on over $30,000,000 in real estate syndications.
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Over the past 8 years, Mike has built a business that flipped over 80+ houses and owned 60+ rentals by the age of 30. He created multiple companies that generate over 1M per year in revenue, and sold tens of thousands of copies of his book (making him an Amazon best-selling author), He is the founder of Real Estate WealthBuilders, which is an educational company that helps real estate investors quickly scale their real estate business.
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Scott Royal Smith is a real estate investor and asset protection attorney. Scott became an entrepreneur while still in law school, purchasing and running an auto mechanic shop, to pay his way through school. After graduating, Scott began his law career as a high-stakes corporate litigator. He spent the last 10 years of his career analyzing real estate investment and asset protection. Today, Scott is the Founder and CEO of Royal Legal Solutions. A firm he built to offer tax, business, and legal strategies to clients all over the U.S. and Canada. He continues to educate the public on asset-protecting strategies to help circumvent debilitating lawsuits for his clients.
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Scott Royal Smith is a real estate investor and asset protection attorney. Scott became an entrepreneur while still in law school, purchasing and running an auto mechanic shop, to pay his way through school. After graduating, Scott began his law career as a high-stakes corporate litigator. He spent the last 10 years of his career analyzing real estate investment and asset protection. Today, Scott is the Founder and CEO of Royal Legal Solutions. A firm he built to offer tax, business, and legal strategies to clients all over the U.S. and Canada. He continues to educate the public on asset-protecting strategies to help circumvent debilitating lawsuits for his clients.
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Kevin Amolsch formed Pine Financial Group, Inc in 2008 after leaving a small mortgage company as the senior loan officer for residential lending. Kevin has a degree in Finance which he obtained after serving four years in the US Army. Kevin started out in banking, working at First Bank in the lending department while in school. From there he started his first real estate investment company, which is still active today.
After college Kevin spent two years working with Wall Street as a mortgage bond analyst before leaving to work as a loan officer with real estate investors full time. He and his companies have closed on over 2,200 transactions as a buyer, seller or private money lender. Kevin and Pine Financial Group, Inc have access to over $130 million in private equity and the business continues to see strong growth. He has spent more than 20 years as a real estate investor and 16 years in real estate lending. He is the author of 45-Day Investor and frequent speaker and has been quoted in The Las Vegas Review Journal, The Denver Post, The Denver Business Journal, Forbes, and Yahoo Real Estate.
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Neil’s entry point into the Real Estate industry came after a few short years in banking. Recognized by the Wall Street Journal as a Top 100 team and the #1 REMAX agent in Iowa by the age of 29, Neil had solidified his role as a force in the industry.
Having completed hundreds of Fix & Flips, Wholesales, Wholetails, Novations, and Owner Financed deals, Neil longed to quit forfeiting time for dollars. After building a portfolio of single-family rentals to produce passive income, he found the strategy to be anything but passive.
Neil however, didn’t go looking for his first commercial deal, he actually stumbled into it. Since then, he has refined the process of analyzing and buying commercial properties that produce stellar cash flow.
Neil has been involved in over $300,000,000 in real estate transactions. While his holdings in commercial asset classes include apartments, office, mobile home parks, and self-storage units his passion is industrial property. Neil now has verticals in residential real estate, multiple commercial asset classes, brokerage, publishing, and a successful podcast.
Neil and his wife Emily are the proud parents of three active teenagers. The apples do not fall far from the tree as those who know Neil would say he is a competitor by nature whether for the biggest fish on a deep-sea fishing trip, the best ribs at a barbeque, or playing football back in his day at his alma mater the University of Nebraska at Omaha as a Maverick. Neil is always up for travel, spending time on the water, and of course meeting people interested in learning about and investing in commercial properties.
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Bradley Pounds is the co-owner of Watters International Realty and the co-author of The Million Dollar Real Estate Team: How I Went from Zero to Earning $1 Million After Expenses in Three Years. He was a struggling agent during the recession when he and mega-broker Chris Watters paired up, quickly creating the dominant team brokerage in Austin, Texas. In the years that followed, Brad helped launch 18 teams across the US and Canada through the company's hybrid corporate and franchise strategy. Having hired hundreds of agents across north America, Brad is a self-taught recruiting expert and trains agents to scale their businesses by attracting more and better talent.
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A lifelong Austinite and UT graduate, Cooper has worked in a variety of roles in the commercial real estate space throughout his career in Central Texas. Most recently, Cooper served in a business development role for Heritage Title for over 9 years. His diverse background serving clients in a variety of roles is an ideal fit for his position at Wildhorn Capital, where he manages the company’s capital relationships and focuses on deal sourcing in Austin.
Cooper is involved in a wide range of Austin organizations. He is a member of the Real Estate Council of Austin’s Executive Council. Cooper is also a school board member of Austin Achieve Public Schools. He has previously served as a board of director for the Urban Land Institute, International Council of Shopping Centers and Hill Country Conservancy. He and his wife, Camille, are Deacons at the Austin Stone Community Church and parents to two wonderful sons.
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Learn more about growing your team and schedule your call with Gary to discuss how we can help...click here:
https://globalinvestoragent.com/expand-your-team
Real Estate Reality, The Truth Behind No Money Down Investing
Founder, Trainer and Coach of Path to Profit System, teaching more than 20,000 Agents and Investors and nearly 1,000 speaking engagements.
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Always an independent spirit, Deborah started her first business in 1990. After owningand partnering in several successful small businesses, she realized that her path tofinancial freedom was through real estate investing.Deborah has a flare for fixing and flipping properties, from purchase, rehabbing,marketing and sale processes to tools and techniques for locating properties, analyzingmarket values, timely decision making to capitalize on opportunities, crafting offers,negotiating, effective due diligence, budgeting, assembling teams, hiring contractors,staging and marketing the sale for profit.
With an unsurpassed expertise in renovation and team management, Deborah beganpurchasing foreclosures in the Memphis area. After only 5 years, she now controls over$3 million in real estate.
She is currently focusing her energy on partnering with investors seeking financialfreedom through the acquisition of single-family and multi-family assets.
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As discussed on this week’s Podcast….Order your copy today!
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Author of SEVEN Real Estate Investment books:
Founder, Trainer and Coach of Path to Profit System, teaching more than 20,000 Agents and Investors and nearly 1,000 speaking engagements.
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Alex Jarbo is the founder and CEO of Sargon Investments. He is a regular contributor to some of the top real estate investing podcasts in the world. He is also the host of the YouTube channel Alex Builds where he teaches how to properly build and manage short term rentals.
Sargon Investments is a short term rental resort development firm. We work to provide above average, double digit returns to our accredited investors.
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Malcolm Turner is a highly respected and accomplished business executive. In 2007, he founded Castle Commercial Capital LLC, a national commercial mortgage banker and brokerage, specializing exclusively in commercial lending. With over 25 years of experience in the financial industry, Malcolm has developed a deep understanding of commercial lending, capital markets, and investment strategies. As a speaker, he has delivered talks at numerous industry events.
Malcolm has served as a deacon for 15+ years at Greater Emmanuel Church in Detroit. He is married with three kids. They live in Southfield, Michigan.
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Niko Mercuris is a Published Author in sale and marketing and personal Development.
He has been an Entrepreneur in the marketing industry for over 25 years and has helped build several multi million dollar companies.
Niko has been an investor in Real Estate and the financial markets since 2001.
Niko is the Co Founder of Crypto Renegades, a fast growing community of crypto enthusiast learning to trade and grow their wealth and create a new skill that can allow them to leave their 9-5 and build wealth in this lucrative world of Crypto.
Niko has been a day trader in the Crypto markets since 2015 and now teaches and mentors members in the Crypto Renegades Mastermind.
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I was born in the Bronx which is part of New York City. I became interested in investing as my article on buying the Erie-Lackawanna RR will show. I had my first article published in Railroad Model Craftsman (model trains- published in Ramsey, NJ) in July, 1965 when I was 18. I went to college at the University of Arizona where I haunted used book stores for books on investing. I finally found the perfect book – Robert Lichello’s How to Make $1,000,000 in the Stock Market Automatically. This book showed the perfect system to make great profits for life. I liked his book so much that I started getting ideas on how I could write my own book and improve on the ideas that Mr. Lichello invented.
My original investing book was written under strange conditions about as far away as you can get from the New York stocks markets – in Tunduchan, Korea (10 miles from DMZ), Maffle, Belgium, and Weilerbach Germany. The beauty of Lichello’s system is that it doesn’t require you to be near the stock market to play. Lichello’s system is very simple and effective, and I have made it even more effective with my ideas on adding Bear Strategy to both investing in stocks and long-term options (LEAPs).
I have published my own monthly newsletter for the last twenty-six years. I have constantly rewritten my investing book which you can order for free at (http://www.jjjinvesting.com) and from my original book written over 20 years ago comes this third AIM book.
I went to college at the University of Arizona and got a bachelor's degree in history & Government. Then law school for a year and a half & then to the University of Nevada, Las Vegas for a bachelor's in accounting.
I worked for the US Army and the US Air Force as an auditor and management analysts for 33 years and am a proud draftee who fought in the Vietnam War. I lived 17 years in Germany, Korea, Japan & Belgium.
I am now retired working full-time to make AIM the best possible profitable way to invest. Thanks to finding Brett as my partner, JJJ Investing Services is much better.
I am the leading teacher of using AIM with long-term options (LEAPS) in the world. How do I know? At least 10 times I have been the only buyer or seller of LEAPS of a particular LEAPS at a certain Strike Price – so when I see JD LEAPS Jan 2021 Strike 30 sold 5 contracts it was my 5 contracts!
Since I am the only one teaching how to use AIM with long-term options, I feel a special obligation to share with all my knowledge. My third adds the latest information, “hacks” for using AIM for wealthy investors. There is also plenty for all investors big and small to make you the best AIM investor you can be.
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Brandon Thomas is an accomplished visionary real estate investor, renowned for his strategic prowess and astute financial acumen in the dynamic world of real estate.
Born and raised in West Virginia, Brandon’s journey into the realm of property investment seemed inevitable as he was working as a property manager through most of his college semesters and saw first-hand how much an owner of a property could earn.
Brandon's expertise extends beyond his own business ventures; he is a respected mentor and sought-after speaker in the real estate investment community. Through seminars, webinars, and workshops, he imparts his knowledge and insights to aspiring investors, empowering them to navigate the real estate landscape with confidence.
While Brandon is undoubtedly a shrewd negotiator and savvy investor, his success can also be attributed to his unwavering dedication to his core values. Integrity, transparency, and a client-centric approach form the bedrock of his business philosophy, earning him the trust and loyalty of an extensive network of investors, partners, and collaborators.
Despite his demanding professional commitments, Brandon actively supports affordable housing initiatives and educational programs that empower underserved communities to break barriers and achieve their dreams. He started a small clothing company that donates 50% of all profits to the Save The Children Foundation in 2023.
In his rare moments of respite, Brandon enjoys spending time with his wife and has an insatiable appetite for literature as he easily reads 1-2 books a week. He firmly believes that continuous learning is key to staying ahead in the ever-evolving world of real estate and business.
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Chris Finlay began investing in real estate early in his career as a commercial airline pilot with Eastern Airlines. Casual investing soon evolved into a major commercial real estate business, and in 1983 Chris resigned from Eastern to concentrate exclusively on the Finlay Company. During the ensuing years, Chris grew the company into one of the largest real estate firms in New England.
In 1990, he began to focus on real estate development and over the next fifteen years developed, constructed, and managed approximately 40 multifamily and senior housing communities and luxury condominiums.
The Great Recession of 2008 provided numerous investment opportunities in the multifamily arena, and after a few years of investing for his own account, Chris established Lloyd Jones to offer outside investors an opportunity to participate in his acquisitions. A few years later, he added senior living and development subsidiaries to capitalize on the exploding demand for senior housing. More recently, seeing acquisition opportunities in the hospitality industry, he added a hotel investment division.
Today, Chris leverages his successful 43-year track record and experience to lead Lloyd Jones and all its subsidiaries as chairman and CEO.
Chris’s education includes Upper Canada College and post-graduate studies at the Harvard Graduate School of Design. He has also completed extensive industry training. He is on the board of the National Multifamily Housing Council, a member of The American Seniors Housing Association, and a strong supporter of Shelters to Shutters, a non-profit organized to connect individuals facing homelessness to opportunities for employment and housing within the multifamily community.
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Adam Zach (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.
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Ben Fraser is the Chief Investment Officer at Aspen Funds, where he combines his analytical nature with a passion for delivering outstanding client service and strong returns through out-of-the-box investments. With a professional background that spans over a decade, Ben has become an expert in the field of investment management and has worked for several reputable financial institutions.
Ben is the co-host of the Invest Like a Billionaire podcast, where he joins his father, Robert, co-founder and CFO of Aspen Funds, along with co-founder Jim Maffuccio, to discuss economic trends and best practices for alternative investing.
Prior to joining Aspen, Ben served as a Commercial Lender at First Business Bank, one of the top SBA lenders in the nation. There, he specialized in government-backed loan originations, specifically SBA and USDA loans. Before that, he worked as a Commercial Credit Underwriter for Crossfirst Bank, where he personally underwrote over $125MM in C&I and CRE loans across various industries.
Ben also has experience working in the asset management industry, having served as a key member of the team at Tortoise Capital Advisors. At Tortoise, he helped grow institutional managed accounts from ~$3BN AUM to ~$7BN AUM.
Ben holds an MBA from Azusa Pacific University and a Bachelor of Science in Finance from the University of Kansas, where he graduated magna cum laude. Ben’s commitment to excellence and his ability to deliver strong returns for clients make him an invaluable asset to the Aspen Funds team.
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Steve Rozenberg is a highly accomplished entrepreneur, speaker, life coach, and bestselling author with an international reputation.
As a former real estate investor and commercial airline pilot, Steve leveraged his diverse background to create a successful career in speaking and coaching.
Today, he is renowned for his powerful business and organizational strategies, which have been embraced by audiences across the world.
With his engaging and inspirational approach, Steve is empowering individuals and organizations to achieve their fullest potential and reach new heights of success.
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Darin Zaruba is an award-winning, disruptive, visionary entrepreneur, marketer, author, speaker, and business development executive. Darin has been described as a ‘renaissance’ businessman with a wide knowledge and in-depth personal experience in multiple businesses and industries.
Darin owns and operates Z,Inc. - a 22 year old business consulting firm and marketing team - helping small to mid-market businesses in several industries with their organizational, growth, capital, and branding strategies. Specifically, Darin is a 20-year veteran in the modular / manufactured construction and land development industry with soup-to-nuts experience from construction, sales, financing, marketing and management. Most recently, Darin is a principal in and assisted with the launch of BiltWise Structures in SC. BiltWise is a wholesale private-label modular production facility.
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Jim Lee was born and raised in Taiwan. At age 11, Jim emigrated to the United States with his family in pursuit of a better life and living the American Dream. He received his Bachelor of Science degree in Economics from UCLA in 2010, and started his career as an inside sales representative for LoopNet/Costar.
By being the top sales rep and earning the highest accolades and recognition amongst his peers, he worked with top real estate agents who helped him spark his interest in real estate and acquired his very first property. After achieving this milestone, he understood the power of passive income and how real estate can help build long term wealth.
Now, he is looking to leverage real estate syndication to help investors achieve the same goal of financial freedom, and generate returns to all looking for a transparent partnership. His humble beginnings motivate him to take care of family, who weren’t given the same opportunities and give back to those who helped him along the way. Those closest to Jim can attest to his passion and persistence to do whatever it takes to help reach their goals.
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Dane Espegard is a passionate husband and father first. He is married to his wife Brookelynn, and they are raising two little people, Elin (4) and Izzi (2). He is from Wisconsin and resides just outside of the Twin Cities of Minnesota. He and his family love spending time traveling.
Dane grew up in Wisconsin and attended the University of Wisconsin-Madison, where he graduated with a degree in Economics. During those college years, he stumbled upon an Entry Level Sales position for Vector Marketing, selling Cutco Cutlery. He worked with them for four years of college developing his sales skills as well as his management and leadership skills.
Upon graduation, Dane decided to stay with Vector Marketing as a District Manager opening his own office in Racine, Wisconsin. He moved up quickly within Vector and was promoted to Division Manager at the age of 24.
He is currently responsible for Minnesota, North Dakota, South Dakota, and Iowa for Vector Marketing. He has trained thousands of sales representatives and managed over $51 Million worth of Cutco sales.
He is a Hall of Fame Member of CUTCO/Vector and has been the #1 Producer in Vector Marketing. He has developed a culture centered around ‘Dreams’ that has led to consistent and explosive growth within his business.
What You Will Learn:
Additional Resources from Dane Espegard:
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Having grown up in a family with an unstable housing situation, Franco is on a
mission to create affordable housing in Silicon Valley. He discovered that the Bay
Area’s mobile home parks offer an abundance of underused land with great growth
potential. After years of dedication to his vision, Franco has established a
devoted team of like-minded individuals who believe that their positive
impact equals success.
What You Will Learn:
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Attention Investors and Agents
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Mariusz Skonieczny is a professional investor and the founder of Classic Value Investors, MicroCap Explosions and creator of Value Investing University. Mariusz graduated from Indiana University in 2003 with a finance degree.
From 2003 to 2008, he was in the residential and commercial real estate industry as an appraiser and broker. During the 2008/2009 financial crisis, he made the courageous decision to leave the industry and start Classic Value Investors.
He has been investing in the stock market since 2008, starting with only $10,000, 10 years later he reached $1.1 million. By March of 2021, his accounts reached over $4 million! He is also the author of 11 books on investing.
What You Will Learn:
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Since earning a bachelor’s degree in finance, cutting his teeth in the financial industry, and earning a master’s degree in environmental science and management, Owen’s been on a professional rampage, pushing complacency and bureaucracy aside and decarbonizing our economy at an impressive rate. Owen’s a three-time founder in the clean tech space, with one successful exit. Rayven is Owen’s Sistine Chapel and the culmination of a decade in sustainability. Owen lives in San Diego with his wife and two daughters.
What You Will Learn:
Additional Resources from Owen Barrett:
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Bryan Driscoll marries his expertise in digital marketing with savvy real estate investments to help clients maximize their potential.
Bryan has a long history of success in marketing, starting out as an independent freelancer to help businesses strengthen their SEO back in the early 2000's. He started out as a one-man show working from home via Odesk (now Upwork) with the goal - to help people grow and you get to work together for a long time.
In 2014, Bryan set the wheels in motion when he purchased his first real estate property. Noticing a $15k wholesale fee was attached to the deal and his wheels started spinning: "What if I did marketing for myself in Pittsburgh for Real Estate deals, would that work on a local level.?"
He tossed up a carrot site (412houses.com) and crushed it. That is how Motivated Leads was born.
Bryan partnered up with Chad Keller and they pivoted their businesses to focus only on real estate investors.
With time being so precious, Bryan knows the importance of staying put - literally! His wealth-building strategy is as localized as they come: he only invests in a single zip code. By limiting himself to this tight radius, Bryan's able to focus on building his real estate empire right outside his back door.
Bryan has achieved financial success by following the BRRRR model and now owns in excess of $5million dollars worth of real estate - but he's a savvy investor, carefully keeping his debt levels under control at around $800k. His motto is clear: never overleverage!
Bryan has a beautiful wife and 3 sons and that’s what he works for.
What You Will Learn:
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Esther has been in financial services since 2009. Prior to her work in financial services, she spent 10 years working for a management consulting firm for small to medium sized businesses. Her background and training allows her to focus on the long-term financial success of clients.
She understands that each individual is in a different financial phase of their life. She provides a client- focused approach to fit each unique situation. Esther is dedicated to learning about her clients’ personal goals in order to develop customized financial strategies to reach their goals.
What You Will Learn:
Additional Resources from Johnny Wolff:
Attention Investors and Agents
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Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
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Chad Zdenek is the founder and CEO of CSQ Properties. He is a Rocket Scientist, turned Entrepreneur, turned Real Estate guru. His career has spanned 25 years but the last 7 years he has built a multifamily and self-storage portfolio over $150M through syndication and personal investing. Today he invests actively and passively in multifamily and self-storage projects across the United States. He is also one of the rare investors who invests in CA and outside of CA.
What You Will Learn:
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Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
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Johnny Wolff is the CEO and Founder of HomeRoom – one of the fastest-growing real estate investing platforms in the United States. After starting his career as a financial analyst in Silicon Valley (EA, SanDisk, Guidespark), he relocated to Austin, Texas, to pursue full-time real estate investing. After an unusually terrible Craigslist roommate experience in 2017, he converted a single-family-home to a group home for his friends. After realizing the massive untapped potential of multi-tenant (co-living) real estate investing – HomeRoom was born.
What You Will Learn:
Additional Resources from Johnny Wolff:
Attention Investors and Agents
Our NEW book is out...order yours NOW!
Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
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Chris Larsen is the founder and Principal of Next-Level Income. Chris has been investing in and managing real estate for over 20 years. While still a college student, he bought his first rental property at age 21. From there, Chris expanded into development, private-lending, buying distressed debt as well as commercial offices, and ultimately syndicating commercial properties. He began syndicating deals in 2016 and has been actively involved in over $1B of real estate acquisitions. Chris is passionate about helping investors become financially independent.
What You Will Learn:
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Our NEW book is out...order yours NOW!
Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
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Tim Lyons is the co-founder and Managing Partner of Cityside Capital along with his brother Greg. He is a Registered Representative of Phase One Financial Services, LLC, a broker-dealer based in New York City (member FINRA/SIPC). Tim holds the Series 82 and 63 licenses and is focused on raising capital for multifamily, self-storage and industrial assets that provide great risk-adjusted returns, tax advantages, passive income, and equity upside.
Tim is also an 18 year veteran of the New York City Fire Department (FDNY) and currently serves as a lieutenant in the borough of Queens. He also worked part-time as an emergency room RN at a level 1 trauma center before starting his real estate investing journey. He brings years of real world management and leadership experience to his real estate investment career.
Tim’s initial goal with real estate was to create passive income and in turn, be able to spend more time with his wife and three little girls. After partnering on a multifamily property he saw first-hand the power of real estate investing as an opportunity to create passive income and build wealth for his family.
He started Cityside Capital with the goal of not only growing his own portfolio but also to help others realize the power that real estate investing can have on creating passive income and building wealth.
Cityside Capital has partnered in over $1.4 billion of commercial real estate assets including more than 6,000 multifamily units. Tim has also invested as a limited partner in several multifamily, self storage, industrial and land opportunities across the United States.
Tim attributes his early success in real estate investing to education, investing in coaches and mentors, and surrounding himself with other like minded people.
In April 2021, Tim became an Amazon #1 bestselling author in a book he co-authored with other authorities such as The Real Estate Radio Guys’ Robert Helms, Jim Rohn’s 18 year business partner and master marketer, Kyle Wilson and many more, called “Bringing Value, Solving Problems and Leaving a Legacy”.
Tim is co-host of The Passive Income Brothers Podcast alongside his brother, and business partner, Greg Lyons. The Passive Income Brothers Podcast highlights the investor journey in creating multiple streams of passive income. Since launching the podcast in December of 2022, The Passive Income Brothers podcast has become a top rated show that has garnered over 130+ 5-star ratings and nearly 40,000 downloads in the first year.
Tim lives with his lovely wife, Kristina, and their 3 amazing little girls. When he is not coaching their sports teams, watching dance recitals or horseback riding competitions, Tim and his girls can be found rooting on the Providence College Friars basketball team.
What You Will Learn:
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Attention Investors and Agents
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Shannon Goldsmith is a 3rd generation native Angeleno, Los Angeles REALTOR®, Certified Investor Agent, and member of the Global Investor Agent Team.
She holds a Bachelor’s degree from Arizona State University, is a Certified Pricing Strategy Advisor, Probate Specialist, and Short Sale & Foreclosure Resource.
She is a former corporate slave who later became a real estate agent. She spent a lot of time in the corporate world working for other people until realizing in her mid-’30s that she couldn’t stick with it anymore. Hence, she was able to transition into real estate and also realized that she’s more interested in the investing side of it rather than the traditional one.
Mike Olson is a Partner and original founding member at WealthPoint. Over the course of his 25+ years in the industry, he has developed a strong expertise in working with ultra-affluent families, business-owners and their teams of advisors to help them evaluate, structure and optimize insurance portfolios to fit into their broader financial plan.
He is originally from Akron, Ohio, earned a Bachelor of Science in Finance from Miami University of Ohio and soon after moved to Arizona for the weather. He has been married since 1998 and have 3 daughters. In his free time, he participate in and train for triathlons and biathlons, and he enjoy mountain bike riding.
What You Will Learn:
Additional Resources from Mike Kaeding:
Attention Investors and Agents
Our NEW book is out...order yours NOW!
Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
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HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
A visionary whose optics are set on accelerated growth best describes Mike. He is on a mission to dominate the multifamily industry by delivering the best construction cost-to-value in the industry! Thinking outside the box, analyzing data, and innovative ideas are what Mike is all about.
What You Will Learn:
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Attention Investors and Agents
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Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
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Eric has been a full-time Real Estate Investor for over 2 decades. He has repositioned over a thousand units including single & multi-family residential properties as well as multiple types of commercial properties. He still controls hundreds of these. Eric has written multiple #1 Best-selling books including “Family Success Triangle.” Using what he teaches, both of his kids started buying real estate when they were seven years old without any money or credit from their parents. Both of his sons have purchased enough assets to be financially free before they were old enough to drive. The family continues to invest & travel North America speaking, learning and growing together. Now they focus on teaching others to integrate their business, family & investing so they have more freedom. Their goal is for everyone to have financial, time & location freedom.
What You Will Learn:
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Have you ever?
• Gotten Paid and realized the check was spent before it hit your account?
• Wanted to qualify for a purchase, but found your credit score anchored to your past
• Wondered if you and your spouse would be together until DEBT did you part
If you answered yes to any of these questions, Income Shifting is for you!
Richard Hardon is a Business Transformation Expert, specializing in the innovative use of systems, strategies and solutions to help enterprises and individuals get from where they are to where they want to be.
Born and raised in Atlanta, Georgia, Richard received his formal training at Duke University where he received Dual Degrees in Electrical Engineering and Computer Science. After Completing his formal education he’s earned advanced degrees and REAL EDUCATION from UHK, the University of Hard Knocks.
At the center of this Hard Knocks Education was the fact that Personal Financial Success Topics were not taught in schools. In the path to Financial Literacy Richard discovered the importance of discipline, budgeting and leverage in the creation of Cashflow. Always looking for strategies to help ordinary working people develop practical strategies to understand and achieve wealth.
Richard is one of the leading advocates of the Income Shifting a set of strategies designed to put more of your money into your pockets so that your money makes more money. He’s partnered with a team of experts who help Reduce Taxes, Debt and Expenses, Generate Passive Income, Establish Trusts and Wealth Accumulation Strategies like Private Banking. A one stop shop for the Ultimate Cashflow System.
As a Speaker and Motivator he has been recognized Internationally by Toastmasters International and the National Speakers Association as one of the top 5 Georgia Speakers for more than a decade. Many companies, social and business groups around the Country, have been motivated by his message of untapped power in each person. Richard is noted for his energetic style and passionate sincere delivery.
Today Mr. Hardon will share some key components of his Financial Fitness Regimen to help us Get our Financial Houses in Order through the Power of Income Shifting. Help me welcome Financial Educator and Business Success Coach ….Richard Hardon.
What You Will Learn:
Additional Resources from Richard Hardon:
Attention Investors and Agents
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Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
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Chase Insogna, CPA, CGMA is the President of Insogna CPA PC based in Austin, TX., specializing in paperless QuickBooks and income tax preparation.
A graduate of Texas State University with a BBA in Accounting and Management, he received his CPA designation and is licensed to practice in the State of Texas. Chase also received his Chartered Global Management Accountant (CGMA) for those who are globally recognized management accountants.
Chase's CPA firm, Insogna CPA PC, serve filmmakers through the use of their paperless and cloud-based technologies. These technologies allow the firm the ability to serve their clients from anywhere. Whether your project is local or international, Insogna CPA PC ensures that your financial details are handled with care, correctly and accurately.
What You Will Learn:
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Attention Investors and Agents
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Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
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Based in Los Angeles, Will has nearly a decade of experience working for tech startups. He specialized in building out sales strategies and marketing teams, primarily in the health-tech sector. While investing in multiple digital opportunities on the side, Will discovered his passion for entrepreneurship.
During some initial investments in the e-commerce industry, specifically on Amazon, he noticed that most companies at the time were not designed for long-term success. Recognizing a gap in the market, Will and his partner developed a business model that they knew could be executed better. This led to the creation of Ascend CapVentures, an e-commerce management agency and logistics company. What sets Ascend CapVentures apart from others in the industry is that it is built as a logistics company, product wholesale distributor, and e-commerce growth agency baked into one organization.
With over three years in the e-commerce investment services business, Will has grown Ascend CapVentures into a company with more than 500 clients, four warehouse facilities, hundreds of employees, and millions of dollars in monthly revenue.
What You Will Learn:
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Attention Investors and Agents
Our NEW book is out…order yours NOW!
Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
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Senate Eskridge is an expert real estate investor who currently owns a managed portfolio of single and multi-family homes numbering over 500 units across the country. He has over 10 years of experience in real estate investing, and more than 20 years of experience in business development, management, and sales.
Senate is a multi-family coach that teaches students how to purchase multi-family properties. He hosts a real estate investors group in his hometown, bringing investors together to network and learn from each other. Driven by self-development, Senate has completed numerous courses, including Dale Carnegie leadership training.
What You Will Learn:
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Our NEW book is out...order yours NOW!
Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
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HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
Felecia Froe, MD is the owner of Money With Mission, an investment company focused on empowering professional women to build wealth and achieve financial freedom through social impact investing.
As a real estate syndicator, Felecia has partnered with like-minded investors and has raised money for several social impact projects, including a residential assisted living home in Kansas City, Missouri focusing on providing elderly residents experiencing memory problems with personalized care. With her partners at the Eco Alliance Group, she is providing healthy food to food desert areas with indoor vertical farms and grocery stores.
What You Will Learn:
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Attention Investors and Agents
Our NEW book is out...order yours NOW!
Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
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HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
Joey Mure, Founder and Partner at Wealth Without Wall Street, brings impact, integrity, and generosity to the company every day. He hopes to be remembered as a lover of Jesus, devoted husband, and faithful father. Despite dreaming, around age 10, of becoming an orthopedic surgeon, Joey was in the mortgage business for 11 years before moving to finance in 2014. His personal mentor, Nelson Nash — another man of integrity and impact — is someone Joey deeply admires.
Joey’s strengths in building relationships, asking great questions, and influencing and empowering people with the Wealth Without Wall Street message make him invaluable to the company’s mission. He is relational, impactful, and a true leader. His colleagues would add that he’s thoughtful, funny, and a family man. Many people don’t know that Joey ate a 72-ounce steak dinner once. If he could be anywhere other than work, you’d find him at the beach with his family. And every Sunday morning, they’re worshipping the Lord.
A lifetime goal of Joey’s is to impact the world for Christ; and a more near-term goal is to purchase a beach house for my family. Aside from Wealth Without Wall Street, Joey listens to Sharran Srivatsaa’s Business School podcast and Donald Miller’s Building A StoryBrand podcast. He’s happiest when he’s traveling with his wife or golfing with his girls. He cares deeply about Campus Outreach, Cru, Navigators, Sav a Life, Lifeline Adoption, and Young Business Leaders. His aims to live by the words “Trust in the Lord with all your heart and lean not on your own understanding. In all your ways acknowledge Him and He shall direct your path (Prov 3:5-6).”
What You Will Learn:
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Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
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HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
In his role as National Business Development Manager, Clay could easily be described as the ace of the SRA 831(b) ADMIN Team. Clay does it all as he interacts with business owners and advisors to identify risk management strategies. As a former professional Golfer on the Nationwide, Web.com, Canadian and mini-tours, Clay nurtures many of his business relationships on the course and brings more than 12 years in risk mitigation to identify opportunities and consult with clients and representatives.
What You Will Learn:
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Attention Investors and Agents
Our NEW book is out...order yours NOW!
Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
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HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
Andy Gurczak started in construction as a laborer and got his in as a public adjustor through a contractor he worked for. Quickly climbing the ladder, he helped grow the business by attaining new clients and further building relationships with existing clients.
Andy started his own company, AllCity Adjusting, where he and his team process over 1000 claims per year.
What You Will Learn:
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Our NEW book is out...order yours NOW!
Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
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HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
John Giggy, Impact Speaker, Coach, Mentor, Mountain Mover, Mental Toughness Builder, One of the Founding Members of the John C. Maxwell Team, and a California native.
He has a huge passion for coaching people in awakening minds from drifting aimlessly in life. Using his 4 step method called 4-2-V, John has been able to help people capture the reality of where they are today, take ownership, take action, embrace support, and encounter the ultimate experience of true fulfillment and Victory.
What You Will Learn:
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Our NEW book is out...order yours NOW!
Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
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HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
Iven Vian is the Co-Founder and Chief Operating Officer of Anthem Capital. Having retired as a Lieutenant Colonel from the Air Force after 20 years, he is passionate about the operational excellence and execution of his apartment communities and their impact on their surrounding communities.
Iven’s mission is to grow Anthem Apartments to 300 communities and donate $2.5M in profits to charity by 2030.
When he isn’t working on real estate, you can find Iven spending time with family, hiking, and traveling with his family.
What You Will Learn:
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Our NEW book is out...order yours NOW!
Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
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HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
My guest today is Matt Drinkhahn (pronounced DRINK-ON), host of The Eternal Optimist Podcast, father of 3 daughters and husband to an amazing wife.
He’s generated $130 million in career sales and coaches high-performers to ask better questions and level up their communication with themselves and their people.
Matt works extensively in the entrepreneurial, financial services, and real estate spaces, and he has poured into communities such as Front Row Dads, XCHANGE, and Tribe of Investors. And he’s here today to share his positive message and impact our listeners.
What You Will Learn:
Additional Resources from Matt Drinkhahn:
Attention Investors and Agents
Our NEW book is out...order yours NOW!
Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
Get your copy here: https://amzn.to/3SV0khX
HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
Eric Francom is a retired dentist, and he is living his true calling helping other dentists and business professionals find infinite financial and lifestyle freedom.
Scale and sell your practice for multiples of its current value by finding hidden revenue streams.
Build a highly-profitable portfolio with low risk, quick and high return investments.
Multiply your net worth by 4x or more!
Enjoy passive income streams so you can live your best, free life.
The Infinite Freedom Mastermind is a 12-month program for a limited group of people just like you, who are ready and able to make the moves to infinite freedom.
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Jason is an ex-VP and director of Data Science who transitioned into real estate during the COVID era with no real estate experience. He leveraged his love of data to scale with the right deals and right partners - today he is an active general partner of over 350 apartment units and teaches others how to underwrite like a true data pro.
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Brad Strickland was born in Oklahoma City, Okla. He is the founder of BoMoSo. He is one of the top creative thinkers in the world.
At the age of 10 he paid the country of Haiti his second visit. This was to spend Christmas with his grandparents.
At age 14 Brad drew his first set of house plans. On his bike, he went to city hall and pulled the building permit with those plans.
Brad paid cash for his first house at the age of 20.
Brad has had a 40 year career in bricks and sticks. This means architecture. But along the way a few unique accomplishments in designing and producing video games. magazines, art, and toys.
Challenged in school with severe dyslexia, Brad was able to receive his associates degree in just 13 short years. Ultimately learning later from pre employment testing that his level of spatial understanding exceeded genius.
He is an aggressive resource for strategy, motivation, and purpose. He is available to everyone through his involvements with his design firm and entertainment company BoMoSo.com
Brad was blessed with boundless motivation that he shares endlessly. He has dedicated himself to inspiring the best out of everyone. Through his efforts Brad has won architect of the year awards, appeared on television and consulted with celebrities. His clients have included large companies and nonprofits. His entrepreneurial philosophy of “You can’t make a good decision in the dumpster” permeates throughout all of his talks and speeches.
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Would you agree that everyone wants a taste of the good life: health, wealth, love, and happiness? Jacob Salem would, and he does everything he can to empower others to have it. This is the exact reason he has positioned himself among some of America’s top motivators.
As the founder and Chief Executive Officer of EZMetrics, a global digital marketing agency who has represented some of the world’s most foremost public professionals, speakers, and influencers such as Ziglar, Inc., Les Brown Enterprises, as well as several small businesses and non-profit organizations, Jacob has helped generate over 1,000,000 leads, $200M in sales, and prides himself on helping businesses grow and monetize their presence online.
Jacob has an uncanny ability to bridge the gap between high-tech and high touch so that businesses can embrace technology to gain trust in the marketplace without spending a fortune in the process.
Jacob is a follower of Jesus, a devoted husband, a dedicated father, and a passionate serial entrepreneur who has built his business on six foundational building blocks including faith, love, loyalty, character, honesty, and integrity. Along his journey, Jacob has learned what it takes to be happy, healthy, prosperous, and secure. It’s given him better friendships, peace of mind, and hope for a better future.
It is his greatest joy to see others apply these same principles in their professional and personal life and watch it help them be more, do more, and have more than they ever thought possible.
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Dan Barrett is the founder and Head Nerd at AdWords Nerds.
His unique approach to finding motivated sellers – combining online marketing best practices with rapid data collection and intense focus – helped dozens of clients grow their investment businesses while spending less time on their marketing.
Today, Dan’s focus is on research and development – finding the next big online marketing channel for investors. He also runs the REI Lead Gen Mastermind, a high-level coaching program that teaches investors the skills they need to market online.
In his free time, you can find Dan making music, playing with his kids, and cooking with his wife.
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Kurt began his Real Estate investment journey with JFK Properties in 2018. After spending eight years trading stocks, options, and forex, as well as a failed attempt on his first deal in 2007, Kurt has become an instrumental part of the success of JFK Properties.
Kurt and his two business partners have focused on multi-family and commercial properties in Northern Ontario. Kurt's strengths are his ability to analyze properties and uncover opportunities, calm demeanor, and his willingness to go after any deal that makes sense, regardless of the size.
As a busy father, entrepreneur, employee, trainer, coach, partner, investor and mentor, finding balance in life can be challenging. After 15 years of striving to find balance in his life, he decided it was time to share what he has experienced, learned, and developed with other busy entrepreneurs and business owners.
Despite only being in his 40s, Kurt is a proud father to three boys and has a grandson and a granddaughter. His goal is to create a legacy that his family can carry for generations to come and do it all while working on a beach in a tropical
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Mr. Garofalo has served as Chief Executive Officer, President and Chairman of the board of directors of the Company since August 2020. Mr. Garofalo has worked in various leadership capacities in the natural resources sector over the last 30 years. Prior to joining the Company, he served as President, Chief Executive Officer and a director of Goldcorp Inc., a gold production company headquartered in Vancouver, until its sale to Newmont Corporation in April 2019.
Prior to that, he served as President, Chief Executive Officer and a director of Hudbay Minerals Inc. from 2010 to 2015, where he presided over that company’s emergence as a leading metals producer. Previously, he held various senior executive positions with mining companies, including Senior Vice President, Finance and Chief Financial Officer and a director of Agnico-Eagle Limited from 1998 to 2010 and as treasurer and other various finance roles with Inmet Mining Corporation from 1990 to 1998.
He was named Mining Person of the Year by The Northern Miner in 2012 and Canada’s Chief Financial Officer of the Year by Financial Executives International Canada in 2009. He holds a Bachelor of Commerce from the University of Toronto and is a Fellow of the Chartered Professional Accountants in Canada and a Certified Director of the Institute of Corporate Directors. He also serves on the board of directors of the Vancouver Board of Trade and the Vancouver Symphony Orchestra.
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Dave Wolcott started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey to understand how the top one percent were building their wealth.
A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets, and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time, and relationship.
Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market.
Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life, and is also the host of the toprated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast.
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Amy Sylvis is the founder and principal of Sylvis Capital, a real estate firm that invests in large commercial real estate properties in emerging markets throughout the United States. Accredited and non-accredited investors appreciate investing alongside her to take advantage of not only her extensive experience, but also her detailed research and exclusive relationships.
Sylvis Capital offers commercial real estate investment opportunities without the day to day hassles of owning real estate while generating strong returns.
Sylvis Capital currently has over 748 apartment units, 208,000 square feet of flex industrial space, and $96M worth of assets under management.
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Amy Sylvis is the founder and principal of Sylvis Capital, a real estate firm that invests in large commercial real estate properties in emerging markets throughout the United States. Accredited and non-accredited investors appreciate investing alongside her to take advantage of not only her extensive experience, but also her detailed research and exclusive relationships.
Sylvis Capital offers commercial real estate investment opportunities without the day to day hassles of owning real estate while generating strong returns.
Sylvis Capital currently has over 748 apartment units, 208,000 square feet of flex industrial space, and $96M worth of assets under management.
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Johnny Lynum is a Lieutenant Colonel in the United States Air Force, Seasoned Real Estate Investor, and a Coach. Johnny currently owns 73 doors valued at over $8.1M. Through his military service, Johnny lead diverse teams in deployed environments and managed a $1.3 billion dollar development contract.
Johnny’s primary specialties include project management, marketing, capital raising, buy & hold investing, fix and flipping, and creative financing.
Johnny loves to spend time with his beautiful family. He likes reading motivational, leadership, and mindset books, including “Rich Dad, Poor Dad” by Robert Kiyosaki, “. Johnny is the author of the top-rated renowned book "Millionaire Real Estate Success Strategies: What They Forgot To Teach You in School."
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Matthew Ablakan's journey began at a very young age where trading Pokémon cards began to teach him a variety of skills such as how to Negotiate and the importance of Demand and Supply. As he entered High School, Matthew began to sell Jansport Backpacks, Hair Straighteners and Dog-Tags to his peers. He began to dabble into Mutual Funds on a small scale and began learning more about Investing. Upon entering University, Matthew worked part-time jobs as a cook, waiter and manager of a couple of restaurants in order to help pay for his tuition. Chuck E Cheese, Johnny Rockets and Lucky Strikes taught Matthew many valuable lessons in communication, hard-work, honesty and transparency. It was in those early years that Matthew began to learn more about Real Estate and Invested in his first Pre-Construction Condo at the age of 19 with zero help from his immigrant parents, using a flexible deposit payment plan and part of his student loan.
Matthew is the Founder & Owner of the Millennial’s Choice Group of Companies; a Real Estate, Mortgages, Insurance and Education brand. To better benefit his clients, Matthew has earned numerous degrees including, a Bachelors in Education, a Honourary Degree in Law & Society, a Real Estate Brokers License, a Mortgage Brokers License, & a Life Insurance Agent License. Education & Financial Literacy are important facets to the success of Millennial’s Choice. Matthew’s track record exudes his professionalism, experience, & most important, his persistent care for each and every one of his clients.
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Carey Ann has built a strong name for herself in Middle Tennessee. Music brought her to Nashville; but she had used her thirst for knowledge, drive, and entrepreneurial spirit to create a successful career in the mortgage industry. Carey Ann and her team have a wealth of experience and knowledge for the demands of today′s mortgage industry and housing market.
As the number one mortgage team in the state of Tennessee, along with being nationally ranked, ‘Carey Ann & My Mortgage Team’ are passionate about helping others secure financing to purchase the home of their dreams. Carey Ann & My Mortgage Team are determined to make each transaction smooth and seamless. They have built their business on repeat clients, referrals from family, friends, and business associates.
This has been accomplished through their consistent professionalism and commitment to their word. The team’s primary objective is helping to guide borrowers with wise selections to achieve their short and long-term financial goals, while also hitting their payment and equity targets. Carey Ann & My Mortgage Team take pride in providing their customers with the highest quality of mortgage experience.
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Rick Elmore is an entrepreneur, sales and marketing expert. As the Founder and CEO of Simply Noted, Rick developed a proprietary technology that puts real pen and ink to paper to scale handwritten communication, helping businesses of all industries scale this unique marketing platform to stand out from their competition and build meaningful relationships with clients, customers, and employees.
Founded in 2018 and based in Tempe, Arizona, Simply Noted has grown into a thriving company with clients of various sizes across the country including in hospitality, real estate, insurance, nonprofit, franchise, B2B, and others. Rick has served as the company’s CEO since its founding, for more than three years, and has over a decade of sales and marketing industry experience.
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Stefan lives and breathes asset analysis and valuations. Before founding Alts, he was the Head of Product at Flippa, he created and ran Flippa's Due Diligence Program, and has bought & sold dozens of websites & newsletters. Prior to Flippa he was the first product manager at HG Insights, a market intelligence company which sold to Riverwood Capital Partners. Originally from Boston and later Santa Barbara, CA, he now lives in Australia with his wife & Boston Terrier, Charlie.
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John lost a full-time W-2 job and struggled mentally and emotionally for months before he found his home in real estate business and a passion for not only helping his own clients but he also has a gift for helping others grow businesses organically through the power of social media. John coaches others to do this with no cold-calling and no-pitching, just purely sharing stories and treating people the right way.
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Founder, Trainer and Coach of Path to Profit System, teaching more than 20,000 Agents and Investors and nearly 1,000 speaking engagements.
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With over 20 years in business, Chris Angell has seen the dysfunctional and damaged relationship people have with marketing. 98% of people are cynical of what they see online and as business owners we can feel this and so we don’t share in fear that people will be cynical of us and our Important Work. As heart-centered entrepreneurs, we must find a healthy and empowered place to share our message which is why Chris has built powerful programs designed to make marketing easy and authentic.
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With over 20 years in business, Chris Angell has seen the dysfunctional and damaged relationship people have with marketing. 98% of people are cynical of what they see online and as business owners we can feel this and so we don’t share in fear that people will be cynical of us and our Important Work. As heart-centered entrepreneurs, we must find a healthy and empowered place to share our message which is why Chris has built powerful programs designed to make marketing easy and authentic.
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After graduating highschool, I attended oklahoma city university on a full rowing and academic scholarship where I studied and got a degree in economics. From there, grad school at university of Oklahoma where I got a MS in Economics. Moved to a boutique private equity shop in Orlando, FL where I learned analysis, underwriting, and asset management. From there, I moved into operations overseeing multifamily properties as a regional manager, and eventually into a regional vp role. In 2019 I joined LJ to oversee their MF portfolio before taking over and building the asset management division successfully working on more than 800 million in transactions and enhancing portfolio performance. Most recently, I was given the task of building our syndication platform for retail investment for accredited investors on our owned assets in the senior living space.
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First, the boring stuff: I started in 2007, timing my career perfectly to the real estate crash that shook the entire world. Sputtering along after a whopping 4 whole transactions my first year, I almost left the industry. Three years later, I built a team of seven and helped over 200 families sell that year. In 2011, I became CEO of a small startup office, growing it to 2.5 times as large as our competitors. In 2019, I founded The Works Coaching, Inc. and in 2020 partnered up with Gary Wilson and the GIA Team. I am now honored and blessed to coach some of the best Realtors in the industry.
Now, the good stuff: I’ve lived in over 60 different houses in 6 different states and I'm not military, we just flipped houses before HGTV ever coined the term. I sing loud and off-key, write and tell Moth stories. I am lucky enough to be married to the man of my dreams, survived raising two kids, and now get to enjoy spoiling the two, soon to be three of the smartest and bestest grandchildren in the entire world. My family is crazy, my friends are crazier, and I, like everyone else, am just a work in process. Someday I hope to get it right.
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Scott Milas “Scotty” has been an entrepreneur dating back to his teen years, where he started small businesses mowing lawns, raking leaves and shoveling snow. In his early twenties, he began a career with a major news organization as a cameraman for the White House Press Corp. Several years later, Scotty could not ignore the calling of his entrepreneurial spirit, and so left the news industry to pursue a career in business.
After 35+ years of experience, Scott has been a significant contributor in various senior leadership positions. His tenure in franchising has landed him on leadership panels at several franchise conferences. Scott has also earned his certification as a CFE, Certified Franchise Executive, and CFC, Certified Franchise Consultant
Scott is married and has three adult children and 4 grandchildren. His wife has 3 sons and 2 grandchildren. They reside in the Western Massachusetts area. When he is not consulting, you can find him with his wife Ewa, either on the beach, sailing, golfing or playing tennis.
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Martin has founded and sold a Government Contracting company that produced 14MM in federal contracts, purchased and managed 10MM in commercial & residential properties, co-founded a 35MM hedge fund that that has helped save over 1000 homeowners from foreclosure, and has co-founded a 50MM Income Fund that manages a portfolio of performing mortgage notes
Martin is the author of five books…4 on investing and 1 on Government Contracting
He speaks at investment conferences around the country and is a frequent guest on investment related podcasts
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Brent, owner of The Land Sharks and is an investor and coach with a focus on buying and selling vacant land. As an Army Officer with over 8 years of service, Brent Bowers was spending a great deal of time away from his family, and he knew he needed to make some changes in order to be more present with his wife and children. His interest in real estate began in 2007 when he purchased his first home. While Brent invests in many different types of real estate, his favourite investment strategy deals with buying and selling vacant land, and he enjoys sharing his expertise in this area with his coaching clients and is passionate about helping other people find success in real estate investing, particularly in land investments.
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Craig is the head of Assumption Solutions which processes real estate transactions involving assumable VA, FHA, & USDA mortgages. He trains Realtors nation wide on the assumption process, how to market properties with assumable mortgages, and how Assumption Solutions can streamline the process to sell more homes faster. He has worked in the Colorado Springs real estate market as a broker since October of 1995 and owns the O'Boyle Real Estate Group which gives him a unique insight into the needs of the real estate community.What You Will Learn:
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PAT HIBAN is the New York Times, Washington Post, and USA Today best-selling author of 6 Steps to 7 Figures, Quitter's Manifesto, and Tribe of Millionaires. Despite being one of the only residential real estate agents to hold the title Billion Dollar Agent—having sold more than 4,000 homes with a billion dollars in volume—he quit his thriving career in real estate sales so he could invest for passive income, spend more time with friends and family, and travel the world. He primarily invests in single-family homes, multifamily properties, and commercial real estate as a general partner of his company, DAPT Acquisitions. He co-founded GoBundance, a business mastermind that has grown to more than 1,000 active members. Pat currently spends his time in Charleston, South Carolina with his wife of thirty years. What You Will Learn:
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Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
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JD Sustar, aka Finance Cowboy, has been in the real estate industry since 2016 when he flipped his first home in South Florida. It was an overwhelming experience and made him realize two things: 1. He had a lot to learn 2. Real long term wealth is built through owning rentals, not flipping homes. In 2018 with only a $10,000 net worth, JD began buying rental properties in Upstate South Carolina. Since then he has purchased 13 single family homes, a mobile home park, and multiple Airbnb’s, while also acquiring and launching multiple six figure businesses which include: Finance Cowboy, Peacock Insurance Agency & Shoppable LLC. He has amassed tens of thousands of followers on social media where he teaches others how to build wealth and freedom.What You Will Learn:
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Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
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Josh Rhodes is a crypto investor, educator, and entertainer. He has been featured on podcasts such as Wealth Without Wall Street, Live Better. Sell Better. with Kevin Dorsey, and One Big Tip with Jeff Mendelson.
Josh got his start as a real estate investor and marketing agency owner before discovering the power of crypto as a wealth building asset. He now focuses his energy on cryptocurrencies, and he has created one of the fastest-growing passive crypto investing strategies.
He started his business and quickly scaled to 7-Figures inside of 10 months. With this success, he focuses on crypto investments full-time, managing his portfolio and a community of like-minded investors. He loves transferring what he has learned since 2018 in the crypto markets.
Josh helps businesses grow with marketing strategy, implementation, leveraged growth, and optimization to increase profits and achieve financial freedom.
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Our NEW book is out...order yours NOW!
Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
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HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
Ashley Tison (magna cum laude University of North Carolina Charlotte and University of North Carolina at Chapel Hill School of Law) is a practicing attorney and experienced entrepreneur responsible for the founding and growth of numerous enterprises across a wide array of industries. As co-founder of OZPros.com, he has built a team uniquely positioned to handle the acquisition and securities, real estate, and tax nuances that are inherent in Opportunity Zone deals.
Passionate about helping ALL business owners learn to harness the value of Opportunity Zones, Mr. Tison has become a highly sought-after expert nationally and brings perspective as an entrepreneur, investor, and consultant to the Opportunity Zones space. Prior to OZ Pros, Mr. Tison practiced law, handling real estate acquisition and development across numerous asset classes, and representing fund managers operating in the private equity space. He has conducted numerous M&A and roll-up transactions, both as a lawyer and as an intermediary/consultant.
Mr. Tison previously served as in-house counsel to a commercial real estate developer and tenant-in-common syndication manager, where he oversaw the successful raise and deployment of numerous opportunity funds.
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Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
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In 2016, I had $2,000 to my name. By 2021, I had multiple rental properties, I am retired from my day job, and I spend my free time traveling the world, writing for fun, and helping people. Not because I have to, but because I want to. Because that’s what I enjoy. The lessons and principles laid out in my book Everyone's an Idiot is what got me to where I am today, and I wrote it to share this information with the world so it can be emulated by others. If you’re tired of getting in your own way, other people having too much power over you, or not living up to your actual potential, this book is for you.
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Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
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Register here to attend the webinar on January 19th at 7:00pm est to learn more about the GIA Team:
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Agent in the industry since 2004, helped form teams for others, represented builders,banks and estates.
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Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
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Register here to attend the webinar on January 19th at 7:00pm est to learn more about the GIA Team:
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A mother of 6 boys, and past foster mother to 60+, I love passionately and work hard to create a life worth living. Every morning I wake up intentionally to starve my distractions and feed my focus. I view work in real estate as service, and enter relationships with clients coming from contribution.
What You Will Learn:
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Attention Investors and Agents
Our NEW book is out...order yours NOW!
Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
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Register here to attend the webinar on January 19th at 7:00pm est to learn more about the GIA Team:
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Who am I and why should you listen to me? My name is Jay Conner, and let me tell you: I can relate to all the feelings and frustrations of losing out on so many deals. When I started out investing in real estate, I did it the wrong way. Like so many other investors, I was taken to the slaughterhouse.
I went to my local banker and was able to do a few deals, but you know what happened? I had to come up with Big Down Payments, pay origination fees, and, most importantly, play by their rules. (Including signing personal guarantees on everything I owned.) I hated it. I felt owned by the bank, out of control, and stressed out.
So, I got some education and learned about buying properties subject-to, using options, and buying with lease/options. These tools opened up my opportunities, but then the market turned south big time. My banker cut me off with no warning! I knew I had to find another way. I searched high and low for another system that would give me the funds I needed. Then, I realized I needed to combine the best aspects of all that I researched. And that’s when I created the basis for my system. I kept refining it until I thought I had the best formula. Then I put it all together and made contact with my first prospect. I trusted my system and the very first person I approached gave me $250,000 in private money. What blew me away was how easy it was!
Within a few short months, I had $2,150,000 in private money! And that was just a couple of years ago. It has rocked my real estate investing career! My banker actually did me a huge favor. I just didn’t know it at the time, because that setback forced me to create the system that would bring me lots of money fast and easy without relying on bankers or my credit. The 7 figures per year I’ve been blessed to enjoy by creating and putting into action my “Where To Get The Money Now” system has, without a doubt, been my biggest quantum leap since becoming a real estate investor. And I live in a city with only 40,000 people.
What You Will Learn:
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Attention Investors and Agents
Our NEW book is out...order yours NOW!
Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?
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HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
Steffany is originally from Brazil and moved to Silicon Valley 20 years ago, where she had a successful career in tech sales, and for the past three years, Steffany has decided to focus in commercial real estate investing after receiving inspiration from sophisticated real estate investors. She has invested in three different asset classes since then and has achieved 36% cash on cash returns.
What You Will Learn:
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LinkedIn: https://www.linkedin.com/in/steffbold/
Facebook: https://www.facebook.com/steffany.boldrini/
Twitter: https://twitter.com/steffbold
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We are the owners of BetterPlan. BetterPlan is a strategic planning and organization tool for small business owners who do not have a traditional background in business. We are currently searching for beta testers for our site, BetterPlan.work.
After listening to your work, we would love to bring our years of experience and unique perspective on small business to your audience. We believe your audience would find us interesting.
Between the two of us we could cover a huge range of business topics but I think we’d be able to offer the most value to your audience if we focused on:
Capital Strategy & Financial Planning
Digital Product
Human-Centered Design & User Research
Start-Ups & Small Business strategy
A little about who we are:
Shane Hunter
-CFO
Craig Higdon
MS in Strategy
Former Big 4 Sr. Manager
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Seth Hicks, Esq. brings a wealth of experience to Private Banking Strategies clientele, having successfully served as a trusted advisor and counselor to multi-million-dollar family-owned businesses, high-net worth individuals, and entrepreneurs alike.
With a 20 plus year track record of helping structure and scale personal lives and businesses to optimum financial growth, his proven applications have helped create and maintain financial freedom and independence for those he counsels. Seth utilizes innovative Private Banking Strategies to successfully structure financial growth and asset protection.
As an expert in business and legal operations, he structures his clients’ transactions with wealth preservation and asset protection as a key focus. Moreover, with his vast experience in risk management and strategic planning, it’s no surprise that he leads the industry as a problem-solving strategist. Seth is passionate about implementing Private Banking Strategies for his clients to help them achieve financial freedom and grow legacy wealth for future generations.
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Luke Andrews is a real estate entrepreneur who sells, leads and invests. He is a best selling author who has purchased 40 rental properties before turning 40 and has a passion for trying to change lives through real estate.
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Casey was born in Hopkinsville, a small town located in Western Kentucky. Shortly after birth, his family moved to Pueblo, Colorado, where he spent his young years. In 1992, his family moved to Colorado Springs, where he would finish school and witness the growth of the Colorado real estate market.
While pursuing a degree in Agricultural Business & Economics at Murray State University, he maintained the desire to work in the real estate business. Upon graduating college, he spent his free time finding his way into the real estate business. He soon began a small real estate sales business as a local real estate broker apprentice.
After two years of balancing two full-time jobs, he decided to go all-in with a real estate career. Since May of 2007, Casey has been involved in over 400 real estate transactions totaling close to $500,000,000 in sales. The need to scale and passion for business success is still burning hot.
After advising and serving many clients with their personal real estate investments, it became clear it was time for Casey to begin leveraging his knowledge of underwriting, cash flow, & finding deals for people interested in investing in real estate. His understanding of business principles, his knowledge of real estate law, and his ability to cultivate and nurture relationships made real estate syndication the ideal fit. After many hours of studying, joining a high-level mastermind, obtaining a mentor, and reading virtually every real estate book ever written, 3000 Capital was born. 3000 Capital is built on the idea that we need to bring the best deals from the very best operators to our investors.
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Brett is a Deferred Sales Trust™ Trustee, DST expert, capital gains tax deferral expert, investment real estate expert, multifamily broker, and the founder of Capital Gains Tax Solutions – a company helping individuals to defer capital gains tax on the sale of their highly appreciated assets, eliminate the need for a 1031 exchange, and unlock transformational wealth building options so they can create & preserve more wealth.
He created ‘Capital Gains Tax Solutions‘ to equip high net worth individuals and their trusted advisors with the Deferred Sales Trust™ tool to help them solve capital gains tax deferral limitations. The first step to a great exit and wealth plan is to clarify your exit plan and prepare to sell your highly appreciated asset when the time is right for you. The second step is to set up the DST, then sell your asset and defer your capital gains tax. The last step is to have the funds invested in a diversified portfolio of liquid investments, real estate or business ventures. The foundation to these 3 steps is timing and using the Deferred Sales Trust. Make time your friend using the Deferred Sales Trust by never having to invest into anything you don’t want to or when you don’t feel the timing is right for you.
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Daniel is a former student of Gary’s who has had much success working with investors. Daniel has previously appeared with Gary when he closed a 32-unit property deal valued at 3.2 million back in 2017. Daniel is an investor agent who owns multiple properties in the Lexington, KY area. Daniel recently got his mortgage license. He has found some unique products available to investors where they can gain access to funding using the rent from the property to qualify. He will discuss some creative ways investors can access funding to acquire properties through non-traditional financing.
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With 20+ years experience as a Real Estate investor and property manager, Terrie is CEO & founder of MyRoom Gestion, a property management and Real Estate consulting group based in Montreal, Canada. She is the leading authority on applying mindfulness principles to Real Estate investing, and has written the #1 bestselling book on the topic, Mindful Landlord.
Co-host of two wealth and real estate podcasts (The Mindful Wealth Podcast & The Real Estate Investor's Club Podcast), her clients include business owners, executives and professionals who want to hedge the rat race, and gain financial freedom through Real Estate. Her passion is to help fellow investors act for both profit and peace of mind.
Her key areas of expertise are Real Estate with a focus on holistic wealth, financial freedom, female excellence in investing and beyond. She has given keynote addresses at Canadian Real Estate conferences on these topics.
Terrie holds a PhD (SFU) and Masters degree from Oxford University. She is two-time world champion in Brazilian Jiu Jitsu. Her best selling book, Mindful Landlord, is currently available on Amazon.
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With 40 years in the financial industry, Vance has extensive knowledge in the financial arena, extending far beyond his numerous accreditations, honors and accolades. For over two decades, Vance owned and operated a successful money management firm.
As an expert in the financial markets, stocks, bonds, 401K’s, and other retirement vehicles, Vance developed a keen awareness of market risks and of the market dangers that put client’s hard-earned money and retirement funds at risk. When he discovered the Infinite Banking Concept through his friend Nelson Nash, he realized that there was a far superior way to grow wealth and obtain compounding interest without any market risk. Vance discovered the age-old secret that the ultra wealthy and politicians have known for over hundred years – Be the Bank!
Vance ultimately sold his money management firm and became an accredited expert in structuring private banking entities. He now funds millions into private banking entities every year. As the CEO of Private Banking Strategies, Vance has established himself as a “go to person” in the industry because of his extensive knowledge and understanding of the Infinite Banking Strategies. He is a mentor of some of the best practitioners in America and has served as an advisor to the Nelson Nash Institute. He has helped countless families, business owners, and high-net worth individuals create financial freedom by utilizing Private Banking Strategies and putting the banking equation back in their lives.
As a husband and father, Vance has a passion to help other families establish their own private banking strategies and become financially independent and free. By helping others create and implement their own Private Banking Strategies, Vance helps to change the financial atmosphere of every client, one family at a time. Vance is an entrepreneur, real estate investor, free-thinker and creative problem solver. His multi-faceted expertise and experience brings a multitude of value to every client Private Banking Strategies serves.
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Mark Yegge (YEG-ee), the Wealth Architect, is a lifelong learner, author, course-creator, mentor, and fund manager. He’s traded over $14-billion worth of securities. Using his experience and expertise, Mark is on a mission to change the way we invest.
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With over 20 years in business, Chris Angell has seen the dysfunctional and damaged relationship people have with marketing. 98% of people are cynical of what they see online and as business owners we can feel this and so we don’t share in fear that people will be cynical of us and our Important Work. As heart-centered entrepreneurs, we must find a healthy and empowered place to share our message which is why Chris has built powerful programs designed to make marketing easy and authentic.
What You Will Learn:
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With over 20 years in business, Chris Angell has seen the dysfunctional and damaged relationship people have with marketing. 98% of people are cynical of what they see online and as business owners we can feel this and so we don’t share in fear that people will be cynical of us and our Important Work. As heart-centered entrepreneurs, we must find a healthy and empowered place to share our message which is why Chris has built powerful programs designed to make marketing easy and authentic.
What You Will Learn:
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Robert started out as a crew member at McDonalds at 16 years old, and spent 20 years working his way up to the top of the company. 6 months after reaching the top 1% and receiving the President's award, he left the company to follow his new dream of renovating houses.
Like so many, he was inspired by HGTV programs that show major house flips. But he stands out as one of the few who actually ran with that inspiration. His wife of 18 years heard an advertisement on the radio for a seminar on house flipping, signed him up, and the rest is history. Since leaving McDonalds and branching out on his own, Robert has flipped over 60 houses and turned over a million dollars in profits.
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Marcin Drozdz (Mar-sin DROHzd) is the Managing Partner of M1 Real Capital, where he and his team focus on acquiring value-add multifamily properties throughout the southeast. Over the past 16 years, he has helped acquire over 1,500 units across the US and established himself as a go-to in the world of capital raising and real estate acquisitions. Welcome to the show, Marcin.
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Marcin Drozdz (Mar-sin DROHzd) is the Managing Partner of M1 Real Capital, where he and his team focus on acquiring value-add multifamily properties throughout the southeast. Over the past 16 years, he has helped acquire over 1,500 units across the US and established himself as a go-to in the world of capital raising and real estate acquisitions. Welcome to the show, Marcin.
What You Will Learn:
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Have you told yourself, “Someday I’ll write a book,” but don’t know where to start? Or maybe you have a finished draft but are afraid of getting rejection letters on the way to publishing. Well, today is your “Someday.”
Dr. Demi Stevens is the award-winning writing coach, author, editor, publisher, and CEO of Year of the Book press, an elite artisanal publishing house that specializes in one-on-one amazing author experiences. She has helped produce more than 500 books by 150 authors. Each client’s work is as unique as its writer, and she guides you through the entire process one baby step at a time, so you can focus on what’s most important—your book.
Her specialties include coaching to help you finish the first draft with less pain, editing that makes your words carry even more power, and professional book formatting and cover design to make your book stand out in a crowded marketplace.
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Brandon is the owner and partner of HBG Capital, a vertically integrated real estate firm providing investors with superior risk adjusted returns and downside principal protection backed by real assets in the residential single family construction sector in Nashville, TN & Commercial Multifamily Acquisitions in Southeast United States.
HBG Capital’s construction arm - HBG Construction, executes ground up new developments, land development, and residential property rehabilitation in Nashville, TN.
Brandon was a former sports medicine medical device sales rep before becoming a licensed GC in TN managing 16 Million+ of new development annually and active ownership in 33 million in commercial real estate. He was featured on the cover of REI Wealth magazine, Realty 411 Magazine, and has been quoted and published in Forbes magazine.
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Rodman Schley is a real estate investor, serial entrepreneur, award-winning and Emmy nominated television producer and host, published author, executive consultant, entrepreneur coach and keynote speaker whose unique approach to real estate investment entrepreneurship, business and leadership has earned him rave reviews from investors, entrepreneurs and business leaders across the country.
His most popular talk, Evolution Revolution, draws from Rodman’s own history of challenging and empowering people to re-learn how they synthesize information and encouraging them to utilize new technology to achieve more personal and professional success. He teaches investors, entrepreneurs, executives and employees how to change they way they think, revise their approach to industry innovations and understand cutting edge methodologies.
As an entrepreneur, Rodman has been involved in owning, selling or launching more than 25 businesses. His businesses have ranged from a television production company, to a national poker tour.
Rodman also found massive success in the commercial and residential real estate investment and valuation industry. The founder and CEO of Commercial Valuation Consultants, he has been involved in the valuation of more than $10 billion in residential and commercial real estate throughout his career. His forward-thinking vision and exceptional business communication skills earned him an appointment to the Appraisal Institute National Board of Directors. Under his guidance, he earned the respect of the national body and was awarded the Y.T. and Louise Lee Lum Award for national contributions to the valuation industry. In 2019, he was honored to be named the Appraisal Institute’s National Vice President. In 2021, he served as the national President of the organization.
But for all of the success he has had as an entrepreneur, Rodman has earned widespread recognition as the creator, executive producer and host of the hit PBS show Urban Conversion, which has aired in more than 250 markets in the U.S. and on the Create TV Channel, in Portugal, Greece and numerous other countries internationally. The show, which he launched with his wife Gina, centers around the sustainability movement. In its first season, Urban Conversion received a personal invite from First Lady Michele Obama to film at the White House, an episode that drew national acclaim upon airing. Urban Conversion has won an astounding 30 Telly awards for social responsibility and education, and was nominated for an Emmy in 2020.
As a producer, Rodman has also overseen poker programming and comedy specials, including the nationally televised hit “Delete”, starring Last Comic Standing winner Josh Blue.
A versatile business mind, Rodman also served as one of the early investors in, and CFO of, the DeepStacks Poker Tour, the world’s preeminent mid-major poker tour. He played a major role in shaping the company, and was the point person for the tour’s acquisition by the World Poker Tour in 2016.
Rodman lives in Arvada, outside of Denver, Colorado with his wife Gina and their two daughters.
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As a passionate real estate professional and investor, Sean O’Rourke’s aim is to be the Kent is a former management consultant, corporate executive, and startup owner. After successfully exiting his first company, Kent turned his focus to real estate. Now, Kent is the CEO of Hudson Investing, a multifamily investment firm which helps busy professionals scale and diversify their real estate portfolio with cash flowing, wealth building assets.
Kent can share his entrepreneurial journey, how he left his W2 job, and the lessons he’s learned building two companies. He is looking to provide an impactful interview full of practical tips that business owners and new entrepreneurs can implement to expedite their success.
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As a passionate real estate professional and investor, Sean O’Rourke’s aim is to be the most trusted advisor and to direct people towards the right deals. For the last three years, he has acquired the necessary knowledge and experience that help him tailor his services to meet the unique needs of his clients. Sean understands that every homebuyer, seller, or investor has their own preferences and wishes that they would want to be fulfilled. He is attentive, energetic, and enthusiastic, hence he will be able to address all of your concerns and deliver, to the best of his ability, what you are looking for.
Sean’s interest in the wholesale business has seen him negotiate and close hundreds of deals, thereby helping people buy or sell single-family and multi-family houses and mini storages. His creative ability and strong business acumen have helped him establish and run a multi-million dollar business from nothing, an achievement that position him as a progressive individual who is always looking for opportunities to succeed. This is the same spirit that he aims to impart in others, especially by encouraging them to grab every opportunity that comes their way and make the most out of it. People enjoy working with him because of his keen knack for honesty, ability to cultivate immediate rapport, and a passion to maximize sales through caring and consultative business relationships.
What You Will Learn:
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Attention Investors and Agents
Register HERE for Monday Night Live Investor Agent Training!
7:00 pm EST Time
This link will register you for every scheduled Monday Night Live Investor Agent Class through November 2022.
Registration URL: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
Founder, Trainer and Coach of Path to Profit System, teaching more than 20,000 Agents and Investors and nearly 1,000 speaking engagements.
What You Will Learn:
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Attention Investors and Agents
Rod Khleif is an entrepreneur, real estate investor, multiple business owner, author, mentor, and community philanthropist who is passionate about business, life, success, and giving back. As one of the country’s top real estate trainers, Rod has personally owned and managed over 2,000 properties.
Rod delivers the blueprint for Multifamily Mastery in an intensive live bootcamp event. Rod will guide you step-by-step on how to generate consistent, monthly cash flow through multifamily real estate. Not only will you discover how to buy an apartment building, Rod will also help you breakthrough your limiting beliefs and develop the confidence and mindset you need to succeed.
What You Will Learn:
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Attention Investors and Agents
Neil spent 40+ years in NYC where he grew up and hit every kid's exacta. He first became a Police Officer and then a Fireman. Through his 24 years of working the streets of NYC, he came face to face with fear and found numerous ways of harnessing its power and using that power to take action instead of becoming frozen by it.
Now Neil is on a conquest to help people use the energy created by fear to push through the fear and achieve the life they deserve. In his free time, Neil enjoys spending time outdoors mountain biking, fishing, and hiking with his wife and two children.
What You Will Learn:
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Attention Investors and Agents
With over $10 billion in successfully closed transactions, Dorian has held a seat at some of the most iconic real estate deal tables, that has allowed him to sharpen his keen analytical abilities, when it comes to problem-solving and risk mitigation.
He is the creator of The Cornerstone Report, the ultimate title risk assessment resource, that identifies potential property risks, that could lead to the prevention or costly delay of closings, later on in the deal process.
As a true “Defender of the Deal” with a focus on creating shared value, Dorian extends his commitment to the industry by partnering with law firms, financial institutions, family offices, developers and community leaders, to produce educational seminars focused on Risk Analysis and Due Diligence, to share with industry professionals and community members alike.
He is passionate about promoting physical and mental wellness in the real estate industry, and is the Founder of the Real Estate Warriors, a networking coalition for individuals who believe in “mindfulness and sweat equity”.
Dorian is an award winning community leader who served as the President of the Manhattan chapter of the Asian Real Estate Association of America for two years and is still an active Advisory Board member.
What You Will Learn:
Additional Resources from Tina Larsson:
Attention Investors and Agents
Tina Larsson is the co-founder and owner of The Folson Group, the premier coop and condo cost consultant and a disruptor in the residential real estate world. Tina holds a LEED Green Associate designation and is on a mission to make NYC greener one building at a time.
What You Will Learn:
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Attention Investors and Agents
Clay Hepler is a fiancé, multifamily investor, serial entrepreneur, podcast host, and cashflow specialist.
He scaled his family’s chocolate company from 2 states to 42 in 18 months and set the foundation to have a partnership with Geoffrey Zakarian, the Iron Chef from Chopped the TV Show and owner of many successful restaurants across America.
It was during that time that he first learned about the Capital Leverage Strategy when his centimillionaire mentor told him about how he used life insurance as a place to warehouse his family’s capital.
From that time on, Clay was obsessed with the mindset, methods and manners of the ultra wealthy. He has used this strategy in his own life and now helps entrepreneurs, high performers and real estate investors implement the Capital Leverage Strategy in their own life to create, protect and multiply more of their cashflow and get to financial freedom and abundance faster.
He has purchased 13 multifamily units and one luxury multi million dollar short term rental in a little over 15 months using all of his own money at the age of 25.
What You Will Learn:
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Attention Investors and Agents
Sunil Chillar is the owner and broker of EXIT Realty Urban Living located in Downtown Jersey City. After receiving his bachelor's degree in finance and economics from what is now known as New Jersey City University, he worked his way up to the Assistant Vice President position of a large American stock brokerage and asset management firm. Feeling unfulfilled in his career, Sunil decided to delve into the field of real estate. Since becoming a licensed agent in 2002, he has worked with property investors assisting them in purchases of over 5,500 units throughout the United States, he has managed over 100 units as a property manager, and has gained over 18 years of experience overseeing construction crews and renovation projects for his clients.
Sunil specializes in short-sales, bankruptcy and foreclosures, and has extensive experience handling multi-dwelling properties. His role in the office includes recruiting and training its agents, as well as overseeing the office's operation.
What You Will Learn:
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Attention Investors and Agents
Karl got his start in real estate flipping houses. His business has always focused on acquiring and renovating significantly under market value properties in areas experiencing tremendous market appreciation.
As Karl diversified and scaled his business, real estate development was the natural next step and it is now the primary focus of Auroras Investment Group. Before real estate, Karl obtained his MBA from Palm Beach Atlantic University. He left a position of 10 years (to pursue real estate investment full-time) where he was running strategic planning and business development for a business services healthcare company that grosses $100M annually.
What You Will Learn:
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Attention Investors and Agents
Toby is a founder of Infinity Investing Workshop and Anderson Business Advisors, one of the most successful law, tax, and estate planning companies in the United States. Toby’s businesses have been featured on the Inc. list of fastest-growing US companies on 3 different occasions, and have been voted as a “Best Places to Work”.
He has sat on the Boards of hundreds of companies including public and private enterprises, non-profits, and business leagues. He brings a wealth of experience to Infinity Investing and is ready to transform the way you look at your investments.
Toby’s latest book, “Infinity Investing”, published by Forbes, is the foundation for the training and tools found in our membership programs.
What You Will Learn:
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Attention Investors and Agents
Dr. Dionne Payn is the Founder of High Impact Property Investments. They specialise in partnering investors looking for double digit returns with projects that provide affordable and sustainable homes.
Dionne has a PhD in Natural Products Chemistry, has project managed a number of property developments around Byron Bay (NSW, Australia) and has helped over 30 investors to achieve double digit returns through property. These property projects range from small one into two subdivisions up to larger co-living projects.
Dionne’s first taste of ethical property development came in 2017 / 2018, when she project managed a 14 townhouse project. This development delivered affordable rental and owner-occupied homes in an area well known for its high level of housing unaffordability. The experience of being financially well rewarded for this project while providing affordable homes for low - moderate income earners was a game-changer and led to Dionne’s drive to make a difference to people’s lives through property.
What You Will Learn:
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Attention Investors and Agents
I've been an industrial real estate broker since 2005 and an investor since 2014. As a member of a global commercial real estate company and a partner with my local firm, I've completed 500+ deals with clients ranging from small companies to large institutional owners. In addition to being the host of The Industrial Real Estate Show, I'm honoured to have been on over 20 other podcasts as well as being interviewed numerous times by national media. I hold both a SIOR & CCIM, and an MBA, and am proud to have been named an Industrial Influencer by GlobeSt.com.
What You Will Learn:
Additional Resources from Chad Griffiths:
Attention Investors and Agents
Blake Templeton is an internationally renowned speaker on real estate investing, entrepreneurship, and alternative investments. He has been investing in real estate since the early 2000’s. With over 300+ successful real estate transactions under his belt, Blake has proven that his proprietary methods of finding the most profitable alternative investment deals in the country is second to none.
What You Will Learn:
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Attention Investors and Agents
Ladislas Maurice is a full-time traveler and investor, with a particular focus on emerging and frontier markets. He travels around the world looking for unique investment and immigration opportunities. He has traveled to almost 100 countries, and lives in a dozen. BBA Bishop's University in Canada and Master of International Business & Law University of Sydney in Australia. His blog, The Wandering Investor, is about documenting his findings.
What You Will Learn:
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Casey is a real estate investor and the founder of the award-winning sustainable building company, The Conscious Builder. He is also the host of The Conscious Builder Podcast and The Conscious Builder Show on YouTube and the former Co-host of The Conscious Living Podcast. He has written almost 400 blog posts on topics such as marketing, branding, entrepreneurship, real estate, personal development, sustainability and more.
Casey brings almost two decades of experience to the construction industry and over a decade of experience to running, owning and growing his businesses while also staying committed to his wife and son. Casey is on a mission to make sure everybody in the world has a healthy, comfortable and efficient home to live in.
What You Will Learn:
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Dustin Nulf is a graduate of the University of Pittsburgh with a BS in Psychology. Originally from the small town of Dubois, PA, Dustin has a wide variety of experience, hobbies and background. After nearly 16 years in the restaurant industry and restaurant management, Dustin became interested in wealth-building and made the decision to get into Real Estate in 2007.
His original intention was to gain a Real Estate Salesperson license in order to become a full-time real estate investor and take fast action on MLS listings. After becoming licensed in February of 2008, he quickly realized the income potential of real estate sales and began a concentrated effort to build a sales team.
Dustin quickly became a top-producing agent and looked toward vertical-integration in his business ventures. Partnering with David Henninger on The Full House LLC Pittsburgh Property Management Company and creating a rental portfolio of Scattered Site Residential and Mixed Use Properties in and around the City of Pittsburgh that later became "Nulf Management Services".
Dustin currently owns 20+ rental units, oversees the management of over 300 units within the portfolio of Nulf Management Services and aims to close over 200 sales transactions within The Dustin Nulf Team in the next year. He is proud to employ 24+ individuals and to have helped grow the Pittsburgh economy as a local entrepreneur.
What You Will Learn:
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Janet Fields is the CEO and co-founder of Oak Trust Properties. She got into property management as a child when her parents started flipping houses to rent them out and got the entire family involved in the renovation process. Now, Janet leads a team of almost entirely women in the male-dominated property management industry, offering a strategic approach to optimizing the returns on your rentals. What You Will Learn:
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Since 1987, Jim Martin has had his hand in lending. After graduating with a degree in Economics from the College of Wooster, Jim went to work for a regional bank in Pennsylvania. Through the years, Jim has run lending departments, managed sales teams, developed relationships with over 150 brokerage firms with such banks as HSBC, BB&T, and Fleet and originated loans directly for over 10 years. Throughout his 30+ years in lending, Jim has conservatively helped over 5,000 people obtain the financing that they need to achieve their goals and dreams.
In 2009, when the world of finance was turned on its head, Jim decided to take control and start his own company, SRT Solutions, to provide clients with access to the lenders who still had opportunities to lend. Since that time, SRT has grown to provide lending solutions to over 1,000 clients of all needs.
One of the driving principals that Jim adheres to is to provide not only financing that meets the client’s needs, but to provide them with the education, knowledge and tools to ensure that they make the best decision.
What You Will Learn:
Additional Resources from Jim Martin:
From when I left high school I went straight to working in the Mill, I knew that I didn't not want to continue on and go to college. I was sick of school. From there I became an electrician and was in the trades for 16 years. I absolutely love everything to do with construction, from the foundation to turning the key to a brand new home.
One of the biggest highlights is seeing the smile on my clients face when I met them the most money for selling their house and helping them with the ease of the transaction, and when I hand the keys to my clients to their new home. I truly love what I do and I love to go above and beyond and help my clients remodel their home before putting it on the market. I would have to say that is my niche. I hold my contractors license, electrical license and work with local contractors in the area to make sure we can get your property fixed up in pristine condition to net you the most money. I truly love my (not a Job) Carrier.
What You Will Learn:
Additional Resources from Joe Robb:
Dwan Bent-Twyford, America’s Most Sought-After Real Estate Investor™, started as a broke, single mom who had been fired from Denny’s. She has personally flipped over 2,000 properties and taught thousands of people how to become financially free.
Dwan is affectionately known as the “Queen of Short Sales”® and is considered to be the Nation’s #1 Expert on Short Sales & Foreclosures.
She has written three bestsellers, “Short Sale Pre Foreclosure Investing” & “How to Sell a House When It’s Worth Less Than the Mortgage”, her most recent New York Times best seller was written with Steve Forbes…SuccessOnomics.
She is highly sought after and has been featured on Fox and Friends, MSNBC, Naomi’s Good Morning, Colorado and Company, and many other TV, radio, podcasts, and print media.
Dwan also has a top-rated podcast called...The Most Dwanderful Real Estate Podcast Ever! Currently, Dwan and her husband are rehabbing a TOWN! It’s her craziest project to date!
In a business dominated by men, Dwan has certainly made her mark! Her motto never changes – People Before Profits!
What You Will Learn:
Additional Resources from Dwan Bent Twyford:
Gary Boomershine founded RealEstateInvestor.com in 2005 out of the need to scale and grow his own real estate investing and home buying business.
With a family legacy in the real estate niche, and a long successful career in enterprise and emerging technology markets, Gary saw the vision for RealEstateInvestor.com. He noticed the glaring opportunity to leverage people, processes and technology to gain a leg up in a changing and competitive marketplace.
As he worked to develop and use the initial product and service, he saw his real estate business flourish by allowing him to work smarter – not harder and focusing on the one thing that makes money – talking to sellers and making offers.
Gary currently resides in Northern California with his wife and two daughters where he continues to be a visionary for RealEstateInvestor.com. He is actively involved in real estate investing and private lending. In his free time, he enjoys fly fishing, skiing, hiking, mountain biking and traveling with family.
What You Will Learn:
Additional Resources from Gary Boomershine:
I have sold and managed millions of dollars’ worth of investment property in St Petersburg, Tampa, and Clearwater. I’m an active real estate investor myself, so I truly understand the numbers, and how they impact the goals and objectives of real estate investors when it comes to analyzing the cap rate, cash on cash return, financing, repairs, and other costs of an investment property…as well as the critical importance of maintaining high occupancy rates at full market rent.
I am a member of the Pinellas Realtor Organization, Greater Tampa Realtors, Florida Realtors, National Association of Realtors, National Association of Residential Property Managers, and St Petersburg Chamber of Commerce. My investment property listing listings have been featured on HGTV’s House Hunters, Loopnet, and other media, and I’ve been a featured guest on the Rental Income Podcast and Active Duty Passive Income podcast. I’m also a frequent flyer on Bigger Pockets.
In addition to my experience as a real estate investor, real estate agent, and broker, my education and executive management experience in business and the public sector are a tremendous asset to my real estate investor clients. I hold a master’s degree in public administration, and a bachelor’s in management and international business. I also hold advanced certifications in risk management and human resources.
What You Will Learn:
+ Who is Jeff Copeland?
+ How did he get into the Real Estate industry?
+ What are the types of property Jeff is into?
+ What to expect of a Copeland Investor?
+ What is a Snow Bird type rental?
+ Jeff shares short-term rentals, long-term rentals, and Airbnb.
+ There are a lot of different ways to make money in rental properties.
+ What are the methods they use in property identification?
+ Having acquisition and management under the same roof is a tremendous benefit.
+ Their goal is to find their clients a property that could be a success and perform well.
+ Believes in working on your business not working in your business.
+ Jeff shares how he can be contacted.**Additional Resources from Leonard Cabral:**
+ Website: copelandmorgan.com, copelandmorgan.com/podcast, fivesimpleformulas.com, and themultifamilyguy.com
+ Phone: 1-727-235-7988
+ Facebook: https://www.facebook.com/CopelandMorgan/
+ LinkedIn: https://www.linkedin.com/in/leonardcabral
+ Youtube: https://www.youtube.com/c/copelandmorganllcvideos
With her established ties to the real estate industry, Reinhard has gained a unique skill set within the real estate industry. She started her journey twenty years ago in real estate development, 1031 tax-deferred exchanges, title, and escrow. Recently, Alicia spent the past four years as a business development director at Silvercreek Realty Group, where she was responsible for onboarding and nurturing upwards of 900 agents within the brokerage. Within this time frame, Alicia continued to be active in the real estate industry as the immediate Idaho State President of the Women's Council of REALTORS®. Reinhard has spent the past year and a half focusing on her own career in real estate, specializing in residential and land development, leading her to become 2021 Boise Metro Women’s Council Entrepreneur of the year and the Vice-Chair of the Idaho REALTORS® Political Action Committee.
What You Will Learn:
Additional Resources from Alicia Reinhard:
Bharat Kanodia has valued over 2000 businesses and signed off on assets worth $2.6 trillion in value. He has appraised unique assets like the Golden Gate Bridge, Atlanta Airport, Uber, Airbnb, Yahoo!, Brooklyn Bridge, Mirage Casino LV, among many others. Bharat is the Founder of Veristrat, a company that helps startup founders and VCs by telling them what their companies are worth. He lives in the San Francisco Bay area with his family and enjoys sailing, golfing, skiing, and horseback riding.
What You Will Learn:
Additional Resources from Bharat Kanodia:
Cody is a father of 3. He started his career as a flooring salesman but motivated by his desire to provide an extraordinary life for his family he found a backdoor into the real estate development business.
19 years after finding that backdoor, Cody has been a key player in 30 development projects, developing 2,300 lots/units from raw dirt to create $920M in revenue from residential real estate development.
Now that Cody is a full-fledged developer, he believes offering others a hand up is a defining part of his legacy.
That’s why he started VestRight in 2019, to teach others the system that got him into the game, a simple way to create 5 to 7-figure paydays from off-market land deals, without owning or developing the land, without debt, and with very little cash at risk
What You Will Learn:
Additional Resources from Cody Bjugan:
Mark Stubler is the founder of the Joe Homebuyer Franchise, a turn-key real estate investing business that helps homeowners sell their properties quickly without the hassle of traditional listings. Mark gave up a lucrative career in sales and took a leap of faith to create financial independence for himself and his family. In a short amount of time, he’s built Joe Homebuyer into a multi- million dollar company. Through franchising, Mark provides the blueprint for his operations that enables anyone with gumption and grit to be successful in real estate investing. By following a simple and proven business model, one can create financial independence for themselves and their families. His innovative approach to sales, negotiations and closing deals has been the foundation of his achievements. Mark uses an authentic, collaborative sales style that feels more like a trusted advisor than a salesman. With a growth mindset, Mark is continuously improving himself, his team and his business. He has a passion for coaching others to achieve high levels of personal and financial success.
Mark is a Utah native, sushi lover, wake surfing fanatic, father to four children and he is married to his high school sweetheart.
What You Will Learn:
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We are real estate investors focusing on multifamily. We purchase/syndicate large multifamily properties in the Southeast and develop luxury multifamily condominiums in the Boston market. We also develop affordable housing and have experience with land entitlement.
Nick Earls: Nick is the co-founder and managing principal of Winterspring Capital (winterspringcapital.com) and has over a decade of experience in all phases of commercial real estate, including asset management, sales, new construction development, and property management. While building his own portfolio, he has also guided many investors down the path of multifamily investment, management, or development. He is an expert on multifamily condominium development, underwriting, and asset management in the multifamily space and also the author of the top-rated book “Making Millions through Multi-Family Development.”
Eric DiNicola: Eric DiNicola, co-founder and managing principal of Winterspring Capital, has a strong financial background spanning over a decade. Eric understands the importance of investment diversification. He began working in public equity in 2010 and moved into the private equity markets where he worked on valuations and capital raising. Joining forces with Nick in 2015, he leveraged his investment experience and expertise to accelerate the growth of Winterspring's real estate business. Heading up our acquisitions team, Eric leans on his extensive broker network to keep Winterspring's deal pipeline full.
What You Will Learn:
Additional Resources from Dave Schmidt III:
Starting in real estate at 22 years old with limited amounts of funding, Dave understands the challenges most real estate investors face when trying to start and scale their businesses. As a full-time real estate investor for the last 3 years, Dave has now used his knowledge to start a private lending business that values helping others scale their ventures through Dave's knowledge and experience.
Dave started Real Alternative Capital after struggling to find capital for a project in a more rural area and realized that many other Real Estate Investors like him likely run into similar challenges every day. His goal is to make sure that if you have truly great deals, you never struggle to get the funding you need to succeed.
What You Will Learn:
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Jamila Tunu is a Commercial and Residential Real Estate Professional with exp Realty and a top producer on her team, Global Investor Agent. She is also a Commercial Loan Originator and Wealth Coach.
Her mission is to plant seeds of generational wealth and positively impact family trees through education and economic empowerment. One way she is fulfilling her mission is through Financial Legacy Building Secrets with Jamila Tunu course which covers 6 foundational steps to gaining sustainable financial freedom and building a legacy.
After starting a facebook group, Financial Freedom Foundations, she noticed that the majority of the women were not investors because they didn't know where to start. So she started working with women to build their foundation first, before embarking on their real estate investment journey. Once the foundation is set, the starting point will no longer be an issue.
What You Will Learn:
Additional Resources from Dustin Heiner:
Dustin Heiner is a real estate investing expert and Founder of MasterPassiveIncome.com. Being Successfully Unemployed at 37 years old by investing in real estate rental properties, he is now on a mission to help everyone to quit their job and never have a job again. He also helps his students build a successful real estate investing businesses all over the country. Through his work at MasterPassiveIncome.com, Dustin Heiner has become one of the leading real estate rental property experts.
Dustin started MasterPassiveIncome.com from his home in 2015, while being a full-time employee, married with 4 children, owning and operating 2 other businesses, and being a full-time investor. He is very passionate about his mission to help others become successfully unemployed and never need a job again.
In 2015, Dustin wrote his first book, “How to Quit Your Job with Rental Properties” which quickly became a bestseller. From there, he began his new business helping others to invest in rental properties to quit their job.
Since then, Dustin Heiner has helped countless numbers of others to start investing in real estate rental properties. Even if his students live in very expensive cities, he shows them how they can invest all over the country.
What You Will Learn:
Additional Resources from Dustin Heiner:
Leonard is able to offer top life insurance policies and financial services to ensure you, your family, and your future are always in the best of hands.
With over two decades as an entrepreneur and “creative thought leader” Leonard Cabral Sr. offers a unique blend of vision, passion, and leadership. He is a leader for Premier Financial Alliance (PFA) in Hawaii and across the nation. Cabral partners with a dynamic team of like-minded entrepreneurs whose mission is to change the mindset of a generation and impact future generations.
Cabral’s signature that differentiates him from others is his uncommon complement of financial literacy combined with years of experience as an entrepreneur and business owner including a chain of retail stores.
There is nothing small about this “Hawaiian Supa-Man”… he’s a big-thinker with a huge personality, second only to his huge heart. Of Hawaiian, Portuguese, Japanese and Filipino descent, Cabral appeals to diverse populations. He has an incredible gift to view concepts with a wide lens, narrowing it down to “connect the dots,” helping others understand complex issues and achieve success. Cabral cites that his success represents the families and lives he’s impacted. He also attributes his success to being coached and mentored by some of the most successful entrepreneurs in the industry. In turn, he enjoys blessing others through mentorship.
Leonard and wife Leslie have been married for — years, raised two sons, Jamie and Ikaika and four fur babies. Although this “Hawaiian Supa-Man” is the face of the business – make no mistake, his wife Leslie is an equally strong partner in life and definitely in business.
What You Will Learn:
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Students in all fifty states have long regarded the training, systems, and forms created by Louis Brown as the best in the industry, across Canada and ten foreign countries including as far away as Australia and New Zealand. Quoted as an expert by many publications and authors, “Lou” draws from a wide and varied background as a real estate investor having been buying property since 1977. He’s invested in single-family homes, apartments, hotels, developed subdivisions, and built and renovated homes and apartments. Each of these experiences has given him a proving ground for the most cutting-edge concepts in the real estate investment industry today. He’s widely known as a creative financing genius with his deal structuring concepts. Being a teacher at heart he enjoys sharing his discoveries with others. He has served the industry in many volunteer positions such as past President and designated lifetime member of the Georgia real estate investor association, the world's largest investor group with over 3,200 members. He was also founding President of the National Real Estate Investors Association, which serves as the umbrella association of local investor groups. Husband, Father, Author, Lecturer, Inventor, Investor, Builder, Designer, and real estate expert are all descriptions of this exciting trainer.
What You Will Learn:
Additional Resources from Lou Brown:
Reed Goossens’ real estate investing journey first started back in 2009 when he picked up the little purple book “Rich Dad Poor Dad” by Robert Kiyosaki. This book opened his eyes to a world of entrepreneurship that he was not aware existed. Up until this point, he was a subscriber to the conventional 9-5 career path. Something inside of him didn’t want to comply with conventional norms, and that he knew he had more to give in his life than just sitting in a cubicle for the next 50 years of his life. He wanted to take control of his life and Rich Dad Poor Dad was the book that changed it all.
His background is in civil/structural engineering and he has over 9 years of professional experience before taking the plunge full time into real estate investing and development. In his former engineering life, one of the career highlights was being involved with the infrastructure development of the 2012 Summer Olympic Games in London. He has also worked all over the world as an engineer including in Australia, NYC, Los Angeles, Fiji, and Europe.
He moved to the US in 2012 for the love of two things: Firstly, his wife (at the time his GF) and secondly the big apple, NYC! Within the first year of living in the US he had purchased his first duplex for $38,000. This experience taught him a lot about the benefits of investing in cash flow here in the US. Barriers to entry are a lot lower compared to his homeland of Australia.
Since this time, he has gone on to start two multifamily syndication investing firms that have been involved in the acquisition of over $500 mill worth of real estate to date. He has also launched the podcast Investing in the US, wherein he interview the cream of the crop within the real estate industry to better educate other investors who want to break into the US market and start investing in multifamily real estate today!
What You Will Learn:
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Ivan Anz is an Inc. 500 International Serial Entrepreneur with businesses in more than 10 countries. Amongst them is PhilanthroInvestors, Inc., a licensing and advisory firm he founded in 2019 to combine traditional venture capital financing with philanthropic principles. PI is dedicated to achieving social impact while returning profits for its Philanthroinvestors®. Ivan’s zeal to “Philanthroinvest” drove his 2014 creation of Equity & Help®, a turn-key social-impact real estate investing program resulting in the Inc. 500 for two years: in 2019 at #128 in the nation, rising to #83 in 2020; and in 2020 ranking #3 in Florida, with a 3-year growth of 3,920%.
His entrepreneurship emerged at age 7 when he leased his go-kart to his friends and neighbors while selling them candy. That ironically set the stage for his success in the auto dealership and financing business, where at age 23, he grew his small family business into the #1 car dealership group of his native state in Argentina. The company went on to claim the Toyota Best Business Practices awards for the entire Latin America and Caribbean.
While owning car dealerships was profitable, Mr. Anz was eager to improve the community and saw real estate development as a direct route to do so. To start, he built one of the most prestigious residential neighborhoods in his native Argentinian state. Even then, the Philanthroinvestor® concept lit the way, establishing his intent to empower families to secure the lives they want without excessive financial burden.
Mr. Anz has since moved to the United States and focused his real estate endeavors on making homeownership possible for US families that would otherwise be lifelong renters. He and his team do so while turning exceptional profits for their Real Estate Philanthroinvestors®, the first Philanthroinvestors, Inc.-licensed firm.
Mr. Anz is intent on doing in other 10 industries in need of improvement what he has proven can be done in real estate: Do good by doing well, using remarkably effective methods. Driven by the need for pivotal action towards saving Earth’s water, Ivan Anz joined OriginClear’s Board of Advisors to attract high net worth attention to the company’s exceptional technology and vision, and to help clear the way to NASDAQ listing. In September 2020, Philanthroinvestors, Inc. and OriginClear, Inc. signed a strategic agreement granting a license to the Philanthroinvestor® brand and know-how that landed Mr. Anz’ first Philanthroinvesting® firm, Equity & Help, in the Inc. 500 for 3 years in a row
What You Will Learn:
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When he graduated from nursing school with $150,000+ of student loan debt, he realized he’d be paying 50% of his earnings (for a very long time) to pay off these loans. That was the first time he understood the true impact of the debt he had created.
This experience gave him the hunger to understand money better. He was unwilling to accept this debt as his lot in life.
He created wealth-building side businesses for his family to take control of their future. Over the past 7 years he has been active as a day-trader, entrepreneur, and real estate investor.
His knowledge and experience in these sectors has led him to realize there is a better way to maximize our money than most of us are aware of.
As a Modern Wealth Consultant with Create Tailwind, He is passionate about showing Real Estate Investors how to take control of their money.rst time he understood the true impact of the debt he had created.
What You Will Learn:
Additional Resources from Drew White:
Lauren A. Cohen, international speaker, #1 bestselling author, and immigration and business strategist, is an attorney licensed in both the U.S. (TN) and Canada (ON). As an active AILA (American Immigration Lawyers Association) member, Lauren boasts a stellar track record of success. She was also recently recognized as one of 2017’s “Super Lawyers” by Attorney-at-Law Magazine.
Although her role at e-Council does not involve practicing law, Lauren has first-hand knowledge of the visa process, having herself immigrated from Canada, and later becoming an American citizen in 2012. The overriding goal in all of her business endeavors is to help her clients achieve their version of the American Dream. Developing sound strategies designed to sustain long-term growth is a cornerstone of the e-Council Inc. brand.
After spending several years working as corporate counsel in various industries while delving into the field of immigration law, Lauren decided to combine her legal knowledge and business acumen. The result is e-Council Inc., a company offering concierge turnkey business immigration services ranging from professional Business Plans to comprehensive project coordination for all types of business visas, with a special focus on EB-5 solutions for direct investment and regional center cases. Lauren and her team help businesses raise capital, assist franchises seeking additional franchisees particularly in the form of foreign investors, and work with foreign investors seeking access to the U.S. markets.
What You Will Learn:
Additional Resources from Lauren Cohen:
Michael is the host of the Short Term Rental Secrets Podcast and founder of the Short Term Rental Secrets Mastermind, a training, and mastermind program that helps investors launch, automate and scale their short-term rental portfolios.
Michael and his wife Krysten founded Occupied, LLC, a national short-term rental investment and management company in 2017, as a vehicle to build passive income so they could stop trading away time from family for a paycheck. That vision came to fruition within 18 months when their short-term rental portfolio replaced their income and Krysten and Michael both left their corporate jobs. They are based out of Boston, MA, and currently have a portfolio of 41 short-term rental properties across four states including 2 boutique hotels on Boston’s north shore.
What You Will Learn:
Additional Resources from Michael Sjogren:
Jon is a consultant, investor, author, and international speaker specializing in the area of non-food franchising. He draws on his experience as both the President of an Inc. 500 franchise system and as a multi-brand franchisee in serving clients across these capacities.
Jon serves as CEO of FranBridge Consulting where he helps clients understand all aspects of non-food franchising in the process of introducing them to opportunities from the over 300 high-growth brands that he represents. Additionally, Jon oversees FranBridge Capital where he and his partners own 17 territories across 5 property service franchises.
Jon is the author of 'The Franchise Path' and is a frequent contributor and thought leader for publications on the topic of franchising and franchise investments. Prior to FranBridge, Jon was the President of ShelfGenie, a national franchise system with 200 locations.
Prior to ShelfGenie, Jon was the Vice President of Sales for Carter’s Inc., responsible for over $350M in annual sales. Jon began his career as a Consultant with Accenture, often working Internationally on behalf of clients.
Jon has BBA and MBA degrees from the University of Georgia and lives in Atlanta, GA where he and his wife have 3 children and are active in the community.
What You Will Learn:
Additional Resources from Jon Ostenson:
Mark is a former Marine Corp Sergeant that brings over 20 years of successful business operation, ownership, and high-level consulting experience to the table for the clients and financial advisors he services. Peak Profit Solutions and it's affiliate partners have helped thousands of individuals increase profit and permanently reduce their annual tax bills to help them better grow their business and accelerate their wealth.
What You Will Learn:
Additional Resources from Mark Myers:
Heather Dreves is the Director of Funding at Secured Investment Corp and a fund manager that oversees the management of the Secured Investment High Yield Fund II LLC and the Circle of Wealth Fund III LLC, Secured Investment Corp is one of the fastest-growing real estate lenders and fund managers in the US.
Secured Investment Corp has created two private equity funds to fill the void left by uncooperative traditional funding sources. Investors have the potential to earn double-digit returns based on past performance. By connecting real estate investors who needed non-traditional funding with passive investors who were ready to earn higher returns on their investments, Secured Investment Corp created an opportunity to benefit both sides.
Passive investors get higher returns and real estate investors get quick, competitive loans to use to purchase and rehab those properties that traditional lenders will not touch.
Heather enjoys lending money to self-employed entrepreneurs and their families. Watching people succeed in their business motivates her, and that’s why she and her lending team focus on transparency, mentorship, and making sure their people make their money back. She learned early on that focusing on the bottom line was not enough to sustain a business, and after foreclosures and property taxes caught up with many of her clients, she decided to change her approach. Now, seminars, classes, and success and accountability programs are all ways Heather and Secured Investment Corp are ensuring that their clients earn all their money back (and then some).
What You Will Learn:
Additional Resources from Heather Dreves:
Adam Gilbert is an entrepreneur who began his career as a civil litigation attorney but quickly found his passion for real estate. As President of The Firm Commercial, Adam leads a team of agents specializing in commercial real estate sales, leasing, land acquisition, development, government relations, and value-added entitlement deals. As Co-Owner and Operator of Gilbert Avriette Vacation Rentals, Inc., Adam managed 35+ vacation rentals concurrently throughout the Coachella Valley. Gilbert Avriette Vacation Rentals was acquired by Turnkey Vacation Rentals in June 2018.
Adam is also an investor and consultant advising on development projects related to land acquisition, entitlement, and build-out. His personal successes include the rezoning of an entire city block to produce a better and higher use for a property, the purchase and revitalization of the iconic Bump and Grind Plaza on Highway 111 in Palm Desert, and is currently working on a number of value add deals including another zone change project, a hospitality deal, and a drive thru entitlement project.
In his personal life, Adam is married to Palm Springs Mayor Christy Gilbert Holstege, and they recently welcomed their first child, Aden. Additionally, Adam currently serves as the immediate Past President of the Board of Directors for the Palm Springs Boys and Girls Club and is an active member of Entrepreneurs’ Organization – Inland Empire.
What You Will Learn:
Additional Resources from Adam Gilbert:
After experiencing a traumatic experience in Las Vegas, I moved to Canada and with no family or friend sphere, I was able to build an amazing real estate career by leveraging the power of community. Creating community is my superpower. Through this, I have created a career that has had longevity and a great return in revenue.
Not only am I an award-winning Woman in Real Estate, I've won numerous awards for Civil and community support. This has all originated from my role as the community expert. Over my sales career, I've completed approximately 1800 transactions and had 30,000 lbs of food raised for the local food bank through my 21 years of supporting local community events.
I am energetic, focused, and open to new experiences and business ideas. Sharing insight and actionable steps to help others on their path is my why. Engaging the audience so they feel it was time well spent is my mission.
What You Will Learn:
Additional Resources from Kim Hayden:
Sanjay Hegde is Founder and President of Blue Ring Investors LLC, a company formed to pool investors’ funds to purchase high-performing multifamily, senior and student housing properties in U.S. emerging markets.
His background in sales and marketing enabled Sanjay to help propel a friend’s dental practice to greater success while providing him an in-depth knowledge of the financial challenges and issues faced by busy medical professionals aiming to grow their retirement portfolios more efficiently. Sanjay realized that passively investing in real estate could provide a powerful solution to their problem, prompting the creation of Blue Ring Investors LLC to educate them and help them make smart investments to meet their ultimate long-term financial needs.
For the past 15+ years as a top-level corporate executive operating in highly competitive environments, Sanjay has consistently provided leadership to drive multimillion-dollar revenue growth through innovation, cost-effective operations and cultivation of strong business alliances.
With a formal education in pharmacy and dental marketing consultant, Sanjay understands the goals, needs and challenges of the medical professionals he works with and is dedicated to providing solutions and strategies meeting their unique situations.
What You Will Learn:
Additional Resources from Sanjay N Hegde:
Andrew “Andy” R. Cagnetta, Jr., is the CEO and Manager of Transworld® Business Advisors. Andy is a leader in the business brokerage industry and the South Florida business community. Since 1997, he has served as President of Transworld Business Brokers, a business brokerage in Fort Lauderdale, Florida, where he has overseen the sale of thousands of businesses. A skilled negotiator and recognized national trainer of negotiation techniques, Andy specializes in mergers and acquisitions, small business sales and franchising.
Andy is no doubt the go to expert when it comes to business sales, valuation and negotiations, but what makes him truly unique is his passion to help as many people as possible live the American dream by owning a business. He genuinely seeks to support all people that are looking to buy or sell their business; he knows the potential setbacks and strives to make the process attainable by anyone and everyone.
Andy has taught his self-authored negotiations, valuation and business sale classes to associations, construction companies, media sales teams, government agencies, high school & university students. As an active member of the community, Andy has served on the board of BBX Capital (public company) and numerous non-profit organizations including the United Way, LifeNet4Families, Junior Achievement, and The Clery Center. His signature charity event “Andy’s Family Pasta Dinner” is in its 19th year and has raised over $1,900,000. He is father
What You Will Learn:
Additional Resources from Andrew Cagnetta:
Students in all fifty states have long regarded the training, systems and forms created by Louis Brown as the best in the industry, across Canada and ten foreign countries including as far away as Australia and New Zealand. Quoted as an expert by many publications and authors, “Lou” draws from a wide and varied background as a real estate investor having been buying property since 1977. He’s invested in Single-family homes, apartments, hotels, developed subdivisions and built and renovated homes and apartments. Each of these experiences has given him a proving ground for the most cutting edge concepts in the real estate investment industry today. He’s widely known as a creative financing genius with his deal structuring concepts. Being a teacher at heart he enjoys sharing his discoveries with others. He has served the industry in many volunteer positions such as past President and designated lifetime member of the Georgia real estate investor association, the world's largest investor group with over 3,200 members. He was also founding President of the National Real Estate Investors Association, which serves as the umbrella association of local investor groups. Husband, Father, Author, Lecturer, Inventor, Investor, Builder, Designer and real estate expert are all descriptions of this exciting trainer.
What You Will Learn:
Additional Resources from Lou Brown:
Brynson Smith is the Director of Franchise Sales for UBreakiFix. Brynson is a sales and franchise consultant with a strong background in helping entrepreneurs break into the world of franchising, as well as helping established franchise owners diversify their portfolio. His most recent venture is working as the Director of Franchise Sales for uBreakiFix, an electronic device repair franchise.
What You Will Learn:
Additional Resources from Joe Evangelisti:
Joe Evangelisti is a high-performance coach with over 5,000 hours of coaching experience under his belt. His mission is to assist real estate investors, entrepreneurs, and business professionals in exercising their true power and finding their hidden potential to achieve more success, wealth, and freedom than they ever thought possible. Joe creates life-changing transformation by providing clients with the tools and strategies needed to create unstoppable momentum and breakthrough obstacles. He’s helped hundreds of business owners to build better teams and cross the 7, 8, and 9 figure mark.
In addition to his private coaching practice, Joe serves as the CEO of three 7 and 8 figure companies, and his real estate portfolio includes single-family, multi-family, self-storage, and cold storage. Prior to building his business and real estate empire, Joe served in the military as a Builder in the US Navy Seabees. He holds Letters of Commendation from the US Navy and The White House, a Letter of Appreciation from President Clinton, and numerous service medals. Joe lives with his wife Ashley and their 2 girls in beautiful Haddonfield, New Jersey.
What You Will Learn:
Additional Resources from Joe Evangelisti:
Originally from Mexico, Gus is a former Microsoft Senior Engineer turned Real Estate Agent turned Inside Sales guru.
He runs one of the largest Inside Sales teams for Real Estate in North America, PowerISA that is 100 Agents strong making about 50K outbound dials a day and setting leads for Real Estate.
He runs a 7-figure a year business and has over 600+ active clients.
He is very passionate about helping business owners be successful through online marketing and leads follow-up and conversion.
What You Will Learn:
Additional Resources from Gustavo Munoz Castro:
Cameron Christiansen is co-founder of Infinite Wealth Consultants in Las Vegas, Nevada. He has been helping clients implement strategies to build wealth and create passive income without the risk of Wall Street for over 10 years. He and his business partner, Anthony Faso, CPA work almost exclusively with Real Estate Investors and Entrepreneurs. They have created several resources for this community
Cameron Christiansen moved to Las Vegas 17 years ago and he immediately started a small business.He was influenced by the book he read by Nelson Nash. He started sharing with other business owners what he knew and then people were starting to ask for advice. He became an advisor in the industry for 11 years now. He then met Anthony, and just a couple of years ago, they partnered in Infinite Wealth Consultants.
Anthony Faso served in the US armed forces and a self-portrayed, recuperating CPA. He has been a CPA for more than 20 years. Sooner or later, he is tested to discover something other than what's expected until he reads the two significant books that altered his viewpoints, Rich Dad, Poor Dad, and Becoming Your Own Banker by Nelson Nash. He joined both of these books into his monetary prompting practice and CPA firm. He then, at that point understood that he can't be a handyman, expert of none. He needed to be a specialist in one region. So he sold his firm and has been an Infinite Wealth Consultant full time from that point onward.
What You Will Learn:
Additional Resources from Cameron Christiansen and Anthony J. Faso CPA
Mark Willis, CFP® is a man on a mission to help you think differently about your money, your economy and your future.
Mark is a CERTIFIED FINANCIAL PLANNER™, a three-time #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you will not outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirement.
What You Will Learn:
Additional Resources from Mark Willis:
Founder Jamie Bateman has been an active real estate investor since 2010. Jamie is an experienced real estate investor and business owner who has been actively buying and selling mortgage notes since early 2018. During this time, he has acquired over 40 notes with principal balances in excess of $1.7M across 12 states. Jamie manages several small businesses and a multi-state rental portfolio worth over $2M. He has hands-on experience overseeing construction projects and managing properties. Jamie also has work experience in both the title and mortgage industries, having worked for years as a real-estate settlement officer, notary, and mortgage funding manager. Jamie served as a Captain in the United States Army, has held numerous leadership roles professionally, and maintains a high-level security clearance with the U.S. Department of Defense.
Jamie values integrity, consistency, and transparency. He takes pride in assisting those who are motivated to incorporate non-traditional investing strategies into their wealth-building plan. He also recognizes that sometimes homeowners come across challenging circumstances that necessitate creative solutions to help them stay in their homes.
Jamie loves to spend time with his family. A former collegiate lacrosse player, he also enjoys learning, leadership, faith, fitness, bourbon, fantasy football, and coaching youth lacrosse.
What You Will Learn:
Additional Resources from Jamie Bateman:
As founder of Think Big Marketing, Bryan strives to help small to mid-sized businesses keep up with their competitors through creative, customized SEO & social media services. The world of internet marketing is growing and changing so fast that very few can keep up. They dedicate their efforts to not only offering their services to help businesses keep up with this ever-changing industry, but to also teach others what they have learned so they too can grow and learn how their business can adapt to this rapidly changing market.
What You Will Learn:
Additional Resources from Bryan Driscoll:
With over a decade of experience as a real estate investor and financial planner, Daniel Johnson found that there was very little unbiased financial planning advice for real estate investors and business owners. His answer to this need was starting RE|Focus Financial Planning. The opportunity to help individuals and families make sense of their financial situation and plan for the future is a responsibility Daniel enjoys and takes very seriously.
Before starting RE|Focus Financial Planning, Daniel spent 7 years with Parsec Financial working with over 140 different households. However, Daniel’s overwhelming desire for more independence and the pull towards entrepreneurship led him to create RE|Focus where he helps individuals that have grown wealth through alternative assets like small businesses, real estate, and cryptocurrency.
Daniel holds a BS from UNC Asheville as well as an MBA from East Carolina University. He is a CFP® professional and a Certified Exit Planning Advisor (CEPA), and he owns and manages 8 investment properties. Some of these properties are short-term Airbnb rentals, and some are located near hospitals and marketed toward travel nurses. Daniel and his wife Sarah love living in Winston Salem, NC, with their three boys. They are active in their church and the community.
What You Will Learn:
Additional Resources from Daniel Johnson:
Sean Adams spent the first 12 years of his career owning multiple small businesses. During that time, he felt overwhelming stress stemming from the government and banks having control over his income. The money he earned always seemed to be held captive in savings and retirement accounts that were illiquid and offered little growth. Fast forward a few years to Sean selling his businesses and becoming a full-time sales professional. He found himself making great commissions but again having no idea where to safely stick his earnings.
Sean consumed hundreds of books, interviews, and courses to learn as much as he could about finance. He discovered the ultra-rich had insider knowledge about protecting and growing wealth, and he made it his mission to distill down these secrets and make sure everyone had access to them. The most influential concept he discovered was the strategy of leveraging cash value life insurance as a savings asset, an approach that offers the liquidity, hedges against market volatility, and provides a safe, guaranteed return.
Sean’s life insurance policies became a saving grace for him. Because of his success, he became obsessed with sharing this strategy. Sean grew Leveraged Life Management from a strong desire to help professionals escape uncertainty and adopt a strategy that gives them the safety and protection they need.
What You Will Learn:
Additional Resources from Sean Adams:
Ben Golden is the CEO and Founding member of IRS Trouble Solvers, LLC, an organization helping individuals and businesses with wage garnishments, tax liens, delinquent tax returns, advisory bankruptcy services, and more. Ben takes a very different approach to each unique case and develops a thorough plan that will resolve tax problems efficiently and effectively.
Ranked among the Top 10 Tax Resolution Experts in the country, Ben earned his BS in Accounting from The University of Alabama, followed by an MS in Taxation from Golden Gate University. He is a Certified Tax Resolution Specialist with more than 5,000 hours in Continuing Education in Tax and Accounting. Over his career thus far, he has prepared well over 28,000 Corporate, Trust, Estate, and Individual tax returns in total. And, he does not shy away from the complex case. Ben thrives on tackling the hardest amongst them all and works in earnest to bring a favorable outcome for his clients. He takes pride in his work and his dedication to his craft. His rising star from that of the clerk, to staff accountant and now being the owner and CEO of a nationally renowned practice lays testament to this fact.
What You Will Learn:
Additional Resources from Ben Golden:
Stephanie Walter a legacy cash flow specialist, capital raiser, syndicator, real estate investor, and the CEO of Erbe Wealth. She recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals to use. She teaches professional people to “unlearn” what most of us have been wired to think about money and re-educating people on attaining wealth that can be passed on to the next generation. She is a gateway between these professionals and well-vetted deals.
What You Will Learn:
Additional Resources from Stephanie Walter:
Edna Keep’s journey from single mom at age 16 – living in subsidized housing with a daughter in subsidized daycare - to multi-millionaire Real Estate Entrepreneur and Coach inspires others. Her major operations are long-term buy-and-hold rentals apartment buildings. Her claim to fame is a $65.
Million real estate portfolio built with “Other People’s Money.” A proponent of education and inspiration, Edna offers live training with her Free Real Estate Coaching Fridays and Mindset Monday live events on Facebook each week.
What You Will Learn:
Additional Resources from Edna Keep:
Jacob Vanderslice is Principal at VanWest Partners, a Denver-based real estate investment firm focusing on the acquisition and management of self-storage centers and another opportunistic real estate throughout the United States. By focusing on this conservative and growing real estate sector, VanWest has established a track record with over $195mm in real estate assets. Jacob and his partners’ success is driven by a commitment to delivering an expertly executed, adaptable strategy with an institutional investment approach.
The diverse background of VanWest’s principals allows the company to look at investments outside the traditional, single focus strategy of many companies. Uncovering value when the value is not obvious allows Jacob and his team to maximize investment performance to their stakeholders. Jacob is passionate about educating investors about self-storage, urban infill repositioning, redevelopment of distressed commercial assets, and other untraditional investment opportunities. He focuses on investments driven by data and reveals and maximizes opportunities to make a positive and lasting impact in the lives of his clients and investors.
What You Will Learn:
Additional Resources from Jacob Vanderslice:
Steven Butala has been called a "land and house wholesaling expert." After completing more than 15,000 acquisitions and sales, he chooses to share his accomplishments and real estate business achievements, answer questions, share valuable tips, through multiple internet channels and companies all under the heading the "BuWit Family of Companies."
Jill Dewit loves flipping land/property and showing others how to find and purchase undervalued assets. If you “buy it right” selling comes easy. She also enjoys sharing her start-up experience to help aspiring individuals build or grow their own businesses. As a woman business owner and co-founder of several companies, She has much to share.
In 2009, after over 20 years in sales, She joined forces with her partner, Steven Jack Butala, and together created Land Academy and the BuWit Family of Companies. They provide education, support, and tools needed to start or grow a land investment business.
What You Will Learn:
Additional Resources from Amy Aziz on the behalf of Jill DeWit and Steven Butala:
Landon and Teria Harris started out rehabbing single-family homes. After a few successful projects, they realized it was not the direction they wanted. The amount of time, work, and capital were more than they wanted to manage. Their love of real estate led them to other investing opportunities. After hearing a podcast on vacant land sales, they immediately knew land investing was the right direction for them!
Their land business began in 2019 where they immediately set up structure, processes, and tools to build their land business. Within a few short months, their business soared! They built a successful land business and replaced Landon’s full-time job in the first year. They are currently working to double their passive income in 2021.
They currently reside in Atlanta, Georgia. When not working in their land business, both Landon and Teria enjoy working out and traveling as often as they can. They are proud parents of four adult sons and enjoy every minute they can visit with them.
What You Will Learn:
Additional Resources from Landon & Teria Harris:
Kim Daly is one of America’s Top Franchise Consultants, an International Best-Selling Author and Motivational Speaker, who has helped thousands of people explore franchise opportunities. For over 20 years, she has traveled the country as a keynote speaker and business break out leader and has hosted her own live events educating, motivating and inspiring Americans to the dream of small business ownership through the proven systems of a franchise.
Prior to becoming a franchise consultant, Kim ran her own health & fitness based consulting firm and worked with Dr. Denis Waitley, Denise Austin, eDiets.com, Gold’s Gym and many other national health and wellness brands. She launched the first health and fitness marketplace at USATODAY.com called BeHealthyNow. She was a personal trainer in college and a Miss America contestant. She graduated Summa Cum Laude with a degree in Nutritional Biochemistry and a minor in sports nutrition.
Kim has been a business owner for 20 years. She has the wisdom that comes from experience and combines that with her knowledge of the franchise industry and passionate personality to inspire people to achieve their dream of business ownership. In all her pursuits, she desires to be a role model and influence others to live their best life!
What You Will Learn:
Additional Resources from Kim Daly:
Ahmie E. Baum is the CEO and Founder of Interchange Capital Partners. Using a collaborative and comprehensive process developed over 40 years of practice in financial services, Ahmie has built a team that has passion for what they do that executes for each client’s unique needs. He and his team consistently strive to deliver a “WOW” client experience.
Ahmie has committed every day to helping clients and their families build financial safety nets. As a child, he experienced firsthand the challenges of financial hardship and consequently he has built his practice on the compassionate understanding of each client’s unique circumstances. Ahmie is committed to giving his clients the guidance, education and resources they need to make wise financial decisions that help them grow and protect their wealth while achieving their goals.
As a graduate from the University of Pittsburgh, Ahmie began his career with EF Hutton in 1973 and transitioned to UBS in 1993. During his 27 year career at UBS, he earned the prestigious Wealth Advisor designation. Nationally recognized, he has been named to the Barron’s Top 1,000 Financial Advisor List. Ahmie is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and received the Executive Certificate in Financial Planning from Duquesne University School of Leadership and Professional Advancement.
Ahmie and his wife, Sara, have 3 children and a granddaughter; they live in the Fox Chapel area. He has found yoga, meditation and plant-based eating to enhance his values of health, love and gratitude. He enjoys wood turning, golf, reading, music and biking as well as time with family and friends. He and Sara are very active within the charitable community.
What You Will Learn:
Additional Resources from Ahmie Baum:
Jerremy Alexander Newsome is considered one of the leading global minds on Stock Market education. He serves as the CEO of Real Life Trading and the Founder of the Non-Profit RL Foundation. He acutely recognizes trends and patterns in the stock market and via private mentorship, he helps others understand how to make the mental shift to trade the financial markets successfully. Whether its stocks, futures, options or entrepreneurship, Jerremy understands how to bring financial liberation to the forefront. He is a prolific investor with early investments in companies such as Tesla, Ethereum, Apple and Square.
Jerremy is a philanthropist at heart — Today, he helps people achieve financial freedom by creating revenue streams via the stock market. His Real Life Trading brand has now expanded to Australia and the United Kingdom. Jerremy founded the RL Foundation whose mission is to enrich the lives of those who are enriching others
In addition to running multiple businesses, Jerremy is actively involved in the G-Force Mastermind Group which has a division that helps start-ups in developing nations and provides rescue & aftercare for sex trafficking survivors. His podcast ‘Broke to Woke’ ranks among the top podcasts globally. He is an Amazon Best-Selling Author and one of the most highly sought after public speakers that focuses on transforming minds and enriching lives as it relates to all things money, finance and liquid assets.
What You Will Learn:
Additional Resources from Jeremy Newsome:
Brent Bowers is an investor and coach with a focus on buying and selling vacant land. As an Army Officer with over 8 years of service, Brent was spending a great deal of time away from his family, and he knew he needed to make some changes in order to be more present with his wife and children.
Brent began investing in real estate as a way to support his family while having more time to spend with them. In a short period of time, Brent was able to expand his business, hire a team, and (most importantly) spend quality time with his family while still working hard and helping others. Brent now helps other investors learn the ins and outs of buying land.
What You Will Learn:
Additional Resources from Brent Bowers:
Just a few years ago, Zack Boothe was a window cleaner. You can even find his window cleaning tutorial videos on youtube with millions of views.
Although he achieved success with his window cleaning business, he always dreamt of being a real estate investor. Taking a leap of faith, he walked away from window cleaning, and within a handful of years, he was making over a million dollars per year from real estate investing. Zack now has his own team and spends much of his time giving back and helping others get started in the competitive game of real estate.
Zack is passionate about sharing how easy it is to be successful once you implement a system that consistently produces discounted properties.
When he isn’t helping people make money through real estate, Zack can be found spending time with his wife and two children and hiking the mountains of the Western United States.
What You Will Learn:
Additional Resources from Zach Boothe:
Laura Noel is a Lean Six Sigma Blackbelt and certified Proctor Gallagher Institute coach and facilitator who works with individuals, groups, and companies in reaching their potential and achieving their personal and professional goals.
She has been studying and teaching personal growth and leadership for over 27 years as she served in the military and has continued to develop her expertise through working with her mentor, who is world-renowned in human potential and success, Bob Proctor.
Laura is thrilled to help clients stretch their thinking and minds in a way that opens them up to new possibilities. This mental flexibility allows them to lead happy, healthy, more abundant lives.
What You Will Learn:
Additional Resources from Laura Noel:
Erin Bradley is a speaker and trainer, bestselling author, and host of the real estate podcast Pursuing Freedom. As a mortgage lender, Erin learned the hard way just how difficult entrepreneurship and success in sales can be. From flat broke to 6 figures, and then to burnout,
Erin has been through it all and quickly discovered that the stress of overwhelm is no less painful than the financial stress. After redesigning her business to support her dream life, she’s been on a mission to teach her fellow real estate professionals to do the same.
Erin operates under the mindset that you never give up, and you never settle, in life or in business. Anything is possible when you have the right mindset, great systems, and an amazing team.
What You Will Learn:
Additional Resources from Erin Bradley:
Christopher Larsen is the founder and Managing Partner of Next-Level Income, through which he helps investors become financially independent through education and investment opportunities. Chris has been investing in and managing real estate for over 20 years. While completing his degree in Biomechanical Engineering and M.B.A. in Finance at Virginia Tech, he bought his first single-family rental at age 21.
During his subsequent career in the medical device industry, Chris expanded into development, private lending, buying distressed debt as well as commercial office, and ultimately syndicating multifamily properties. He began syndicating deals in 2016 and has been actively involved in over $150M of real estate acquisitions.
In addition to real estate, Chris has invested in equities, oil & gas, and small business lending, as well as being active in Venture South, one of the nation’s Top 10 Angel Investing groups. Chris lives with his wife and two boys in Asheville, NC where he loves spending time with them in the outdoors and enjoying the food and culture that the region has to offer.
What You Will Learn:
Additional Resources from Chris Larsen:
Travis Smith is the Founder and CEO of Tribevest, a platform that makes it 10x easier & less expensive to align, formalize, pool capital, and ultimately buy real estate together. He has a unique and extensive background in financial services and enterprise payment software.
Before discovering his passion for technology, Travis was a top financial advisor at Morgan Stanley. With his wealth management training, he became a thought leader in the FinTech industry with a focus on digital payments. Most recently, he led the Strategic Alliance team at Jack Henry & Assoc., a multi-billion dollar FinTech company and core software for thousands of banks.
It was through these experiences that he discovered it was exponentially more fun to disrupt the reigning wealth management institutions than to be part of them. Travis’s vision for Tribevest was born from the 2008 financial crisis when he and his brothers realized that if they were going to change their family’s financial trajectory, they’d need to work together.
What You Will Learn:
Additional Resources from Travis Smith:
Chris Arnold is the Co-Founder of COSA Investments, one of the largest wholesale companies in the DFW Metroplex. COSA is operated and managed by a US virtual team which has allowed Chris to run his company while living in Tulum, Mexico. He is also the founder of Arnold Elite Realty which is a cutting-edge boutique brokerage consisting of a team of seasoned agents. His passion for coaching and mentoring entrepreneurs has led to the creation of The Multipliers Mastermind. Most recently Chris has launched his REI Radio coaching program. This program is designed to teach real estate Investors the Marketing stream that everyone knows about but NO ONE is doing!
What You Will Learn:
Additional Resources from Chris Arnold:
Erik Hatch (Fargo, ND) is an entrepreneur, public speaker, Realtor, author, coach, investor, podcaster, do-gooder, husband, father, and mediocre golfer. Erik has 25 businesses that he owns/operates that include 2 non-profit movements that have raised nearly 3 million dollars to help serve kids and families in need.
Erik's largest venture (Hatch Realty) has garnered national accolades as one of the top 50 real estate teams in the United States. Since 2012, Erik and his team have sold over 4,000 homes and will close around 750 this year alone. Erik's team structure leans on showing partners, ISA's, and massive production from agents.
Erik's real estate success led to the birth of Hatch Coaching in 2016. With a passion to redefine how people treat people, Erik currently coaches some of the top teams and agents in North America. Erik was recently recognized as one of the top 25 real estate coaches in the country. Additionally, he's one of the only high-level real estate coaches that has produced at a high level before they started coaching.
A servant leader to the core, Erik's desire is to be a chapter in as many books as possible. His first book, "Play for the person next to you," launched in September 2019.
What You Will Learn:
Additional Resources from Erik Hatch:
David Dodge is a founding member of House Sold Easy Properties and brings over 14 years of real estate expertise to the company. He is responsible for acquiring real estate throughout Missouri while managing a sales team. In addition to working with House Sold Easy, he owns and operates a real estate property management firm, a retail brokerage, and a fix and flip company all located in Saint Louis Missouri.
Mr. Dodge has been involved in hundreds of real estate negotiations, purchases, and sales. He has been coaching and mentoring others on how they too can invest in real estate for several years. He is also the co-host of the Discount Property Investor podcast. Prior to House Sold Easy, he was operating his own wholesale company and acquiring rental properties while having several jobs in Sales and Marketing. Mr. Dodge graduated from the University of Missouri Columbia with his Bachelor’s degree in Business Finance with an emphasis in Real Estate Investing.
What You Will Learn:
Additional Resources from David Dodge:
Jenny’s personal improvement journey started when she was 6 after being enrolled in a judo class so she could learn to defend herself. She went on to become a black belt fighting for Scotland & GB all over the world. A few years later she swapped her baggy judo suit for lycra, a carbon fiber bike & high speeds on the velodromes all over the world. Career highlights include winning silver at Delhi Commonwealth Games, narrowly missing out on Team GB selection for London 2012 Olympics, and racing for Team Scotland in front of a home crowd at Glasgow 2014 Commonwealth Games.
During London 2012 trials Jenny was asked to present how she improved her performance to her department manager and leaders at Standard Life Plc. Having shared the principles of improvement Jenny was asked to help lead and deliver continuous improvement in the business. There a new career was born!
After many business improvements and problem-solving projects, teams, training programs, and lessons learned across multiple industries, Jenny now works with business leaders and entrepreneurs to move away from fire fighting and stress to calm and control and then onward to World Class Customer Service and the growth and profits that come with that.
What You Will Learn:
Additional Resources from Jenny Davis:
Sean Harper is the CEO and co-founder of Kin Insurance, an insurance startup and licensed insurance carrier that leverages technology to simplify homeowners insurance.
Previously, Sean Harper founded FeeFighters, a payments company later bought by Groupon, and TSS-Radio, an e-commerce company that became an Inc. 500 fastest-growing business.
Before becoming an entrepreneur, Sean Harper was a consultant at the Boston Consulting Group and an investor at Longworth Venture Partners.
Sean Harper earned his AB and MBA at the University of Chicago.
What You Will Learn:
Additional Resources from Sean Harper:
Lane Kawaoka currently owns 3,500+ units across the US. He lives in Hawaii and recently quit his day job as a Professional Engineer with an MS in Civil Engineering & Construction Management and a BS in Industrial Engineering.
Lane partners with investors who want to build their portfolio, but are too busy to mess with “tenants, toilets, and termites” by curating opportunities in his “Hui Deal Pipeline Club” where his investors have personal access to him and know that Lane is personally putting his money on the line too. The Hui Deal Pipeline Club has acquired over $255 Million dollars of real estate acquired by syndicating over $25 Million Dollars of private equity since 2016.
Lane reverse engineers the wealth-building strategies that the rich use to the middle class via the Top-50 Investing Podcast SimplePassiveCashflow.com. Lane’s mission is to help hard-working professionals out of the rat race, one free strategy call at a time.
What You Will Learn:
Additional Resources from Lane Kawaoka:
Who am I and why should you listen to me? My name is Jay Conner, and let me tell you: I can relate to all the feelings and frustrations of losing out on so many deals. When I started out investing in real estate, I did it the wrong way. Like so many other investors, I was taken to the slaughterhouse.
I went to my local banker and was able to do a few deals, but you know what happened? I had to come up with Big Down Payments, pay origination fees, and, most importantly, play by their rules. (Including signing personal guarantees on everything I owned.) I hated it. I felt owned by the bank, out of control, and stressed out.
So, I got some education and learned about buying properties subject-to, using options, and buying with lease/options. These tools opened up my opportunities, but then the market turned south big time. My banker cut me off with no warning! I knew I had to find another way. I searched high and low for another system that would give me the funds I needed. Then, I realized I needed to combine the best aspects of all that I researched. And that’s when I created the basis for my system. I kept refining it until I thought I had the best formula. Then I put it all together and made contact with my first prospect. I trusted my system and the very first person I approached gave me $250,000 in private money. What blew me away was how easy it was!
Within a few short months, I had $2,150,000 in private money! And that was just a couple of years ago. It has rocked my real estate investing career! My banker actually did me a huge favor. I just didn’t know it at the time, because that setback forced me to create the system that would bring me lots of money fast and easy without relying on bankers or my credit. The 7 figures per year I’ve been blessed to enjoy by creating and putting into action my “Where To Get The Money Now” system has, without a doubt, been my biggest quantum leap since becoming a real estate investor. And I live in a city with only 40,000 people.
What You Will Learn:
Additional Resources from Jay Conner:
Mitch Stephen has been a self-employed RE investor for 25+ years. His real estate investing career started at the age of 23 when he read "Nothing Down" by Robert Allen.
Mitch Stephen has purchased well over 2,000 houses in and around his hometown of San Antonio, TX. A high school graduate, who never stopped learning. Books, CDs, seminars, and webinars were his classroom.
Today he specializes in owner financing properties to individuals left behind by traditional lending institutions and giving new life to properties that scar the neighborhoods.
He has perfected a method of achieving cash-flow without having to be a landlord and without having to rehab properties. He’s mastered the art of raising private money and the classic "Nothing Down" deal.
He has pioneered the idea that you don’t have to give discounts to sell your notes.
A passionate speaker who delivers the message of integrity first and profits second; an expert at keeping it simple and explaining, in plain English, the theories that made him financially independent. He is always an inspiration to those around him.
What You Will Learn:
Additional Resources from Mitch Stephen:
Tamera founded and has run small businesses since her teenage years. At the age of 20, she founded her first multi-million dollar company. Since then she has grown many, many successful businesses both online and off.
She discovered her passion for real estate investing in 2003 and has never looked back. Since that time Tamera Aragon has profited from investing in hundreds of properties to date, establishing her as an expert in the real estate investing field.
Tamera finds her true passion lies in walking others toward success in the business of any kind. She has coached hundreds of entrepreneurs to success since 2005. In 2014 she received her certification as a Life Coach. She continues to create and offer tools and training designed to support real estate investors as well as all types of entrepreneurs both online and off.
Today, Tamera’s experience has earned her a solid reputation in the industry as well as the respect and friendship of many top national business and real estate investing experts.
What You Will Learn:
Additional Resources from Tamera Aragon:
Wayne Mullins is the Founder of Ugly Mug Marketing which he started 11 years ago out of a coffee shop. He is passionate about building a team at Ugly Mug Marketing that isn’t focused on checking off items on to-do lists, or winning design awards, but instead, on helping their clients sleep better at night.
Today, thanks to his amazing team, is not uncommon for prospective clients to have to wait weeks - or even months - to become a client of Ugly Mug Marketing.
Wayne directly influences more than a quarter million entrepreneurs each year through his blog, books, and training programs.
What You Will Learn:
Additional Resources from Wayne Mullins:
Wendy Patton is a very successful creative real estate investor who started when she was young and broke. Creative seller financing is a way to invest in real estate without using traditional bank financing. Wendy Patton’s focus is on lease options, subject tos, and land contracts (contract for deed).
At the age of 21, Wendy started investing in real estate. Like most young adults she was single, broke, thinking “Corporate America” was her only future. She graduated from college, was hired for that corporate America “dream job”, but was $20,000 in debt. She found real estate investing and realized that Corporate America wasn’t the golden path to what she wanted.
When she began investing in real estate, she didn’t fully understand her financing options, so she started purchasing real estate investment properties on her credit cards.
What you’ll learn about in this episode:
Additional Resources from Wendy Patton:
Zachary is an Amazon Best – Selling Author of the New Rules of Real Estate Investing and co-host of the Smart Real Estate Coach Podcast. He is a Partner, COO, and Coach at Smart Real Estate Coach. In September 2020, he released a revised edition of Real Estate On Your Terms, which Zach will be co-authoring.
At the age of 25, Zach decided to leave the world of bartending and personal training and jump into a family business. It was one of the first big risks that he took in his life, as nothing was guaranteed. Plus, he knew absolutely nothing about real estate. Through hard work, in-house training, and implementation, Zach has now completed over 100 deals and growing. On top of that, he coaches students around the country on how to buy and sell a property just like his family still does. Now, as a group, they buy and sell 10-15 properties a month with a predictable and scalable system, controlling between $20-$25 million of real estate at any one time with little to no money in the deal and no banks involved.
Zach has been in the business for over 4 years and now runs all operations of Smart Real Estate Coach, on top of continuing to coach his students and Associates. He has an amazing wife Kayla and two small children, his son Remi and his daughter Bellamy. He is a prime example of how to be successful both in business and at home.
What You Will Learn:
Additional Resources from Zachary Beach:
Armed with only $3,000, gut-wrenching fear, and absolutely no real estate experience… Mark bought his first few parcels of raw land in 2001.
Today Mark is the author of Dirt Rich, the ultimate guide to helping you build a passive income and owner of Frontier Properties, a very reputable and successful land investing company, and has been buying and selling land full time since 2001. By focusing on working smart, not hard, he has completed over 5,500 land deals with an average ROI of over 300% on cash flips, and over 1,000% on the deals he sells with financing terms.
Prior to his land investing success, Mark had a high-stress, soulless corporate job, and felt trapped in a state of solo-economic-dependency (i.e. his income stopped as soon as he stopped working).
Escaping solo-economic dependency changed Mark’s life in so many positive ways that he decided to teach, coach, and mentor others to help them achieve their financial goals.
Even though Mark invests a lot of his time helping others, he stays actively involved in running his land investing business and is dedicated to teaching the most current and relevant “real world” land investing methods to his students.
What You Will Learn:
Additional Resources from Mark Podolsky:
Keir Weimer is an expert in entrepreneurship and real estate, having founded and successfully led multiple seven-figure companies in luxury real estate brokerage, hospitality development, investment, lifestyle show and brand, and education & information, training, and event enterprises. He has a passion for taking early-stage, novel ideas to market and growing teams, cultures, and businesses around them. An internationally-recognized, luxury real estate & lifestyle entrepreneur, Keir is now focused on sharing his expertise and success through a next-generation education and information company.
Keir’s success is the result of a life-changing event that forever altered his path when he was in college. He was responsible for an alcohol-related boating accident that unfortunately and tragically killed his friend. Weimer served three and a half years in New York state prison for his crime. He overcame the adversity that became his daily life, including when he was released and faced rejection from graduate schools and society, never giving up and always staying committed to his vision for a life of impact and purpose. He pledged to help others overcome extreme hardship and achieve greatness. Weimer chronicled his harrowing experience behind bars in his book, A Quest for Redemption.
During his time incarcerated, Keir decided he would repurpose his life to one of sobriety, contribution, impact, and redemption. Keir turned his motivation into success and transformed his life from prisoner to entrepreneur and business mogul. Within five years of release, he had built a successful career in real estate brokerage, investment, and development, and is consistently named the #1 Top Producing Agents and Teams at his company, Select Sotheby’s International Realty. His luxury properties and expertise in the space, have both been featured in the Wall Street Journal, New York Times, Bloomberg, and several other major global media outlets. He is a sought-after and frequent speaker at industry events from Inman News and Sotheby’s International Realty to others, where he shares his expertise in a myriad of subject matter areas from luxury real estate, digital marketing, growing a team and business, and motivational stories of redemption from tragedy and how to live a life of purpose, on your own terms.
In addition, through his work speaking to at-risk youth in Driver’s Education programs, schools, and back in prisons, Keir is spreading his message to help others. He helped the mother of his friend pass Tiffany’s Law in the New York State Legislature, to help reduce the amount of these types of horrible accidents. Writing and leading by example, Keir shares his lessons of strength, resilience, and adversity in the face of overwhelming odds, with others who are looking to build a successful business and life.
What You Will Learn:
Additional Resources from Keir Weimer:
Noah Brandy is a problem solver, an efficiency engineer by background, real estate investor, property manager, and entrepreneur from Pittsburgh, Pennsylvania. He specializes in identifying ways and processes and has determined that there are a lot of inefficiencies in real estate. By observing his wife and mother-in-law who are tied into the local real estate investor networks in Pittsburgh, and through his own real estate experiences he has learned how to re-evaluate and prosper from a variety of obstacles that may occur.
Building an organization across 41 states and 3 countries, the majority have made up real estate investors, agents, brokers, and even title companies. He saw that there are some holes that need to be addressed. Some companies did a great job, some did not. He believes that we are already in the age of innovation today for every kind of business.
He has hit the top 1% of a billion-dollar company by creating a niche in the Real Estate space that no-one else has been able to take advantage of. He helps brokers/agents to create more income per transaction where investors increase their CAP rates, property managers made more money per door and traditional business owners reduced overhead costs. He speaks in front of 10,000+ audiences and has been featured in marketing publications based on the success of a simple system that is being adopted by open-minded, innovative Real Estate professionals.
He enjoys introducing his business concept to Real Estate professionals looking to separate themselves from competitors by providing more value to their clients/tenants through a simple concierge system.
What You Will Learn:
Additional Resources from Noah Brandy:
“I believe that given more knowledge and more information, people will be able to make better financial and business decisions.”
Curtis May, the principal of Practical Wealth Advisors, LLC. He helps families and business owners learn to plan wisely for the future and to achieve financial independence.
Much of Curtis’ time is devoted to hosting financial workshops where he lectures on financial literacy, cash flow management, managing home equity, and how to create a Private Family Capital Reserve System that lets families operate their personal economies like banks and financial companies operate theirs. He also teaches small business owners The 7 Steps to More Sales System – how to increase revenue from existing business assets with an effective marketing system.
Curtis believes education is an integral part of his work as a financial consultant.
Through Practical Wealth Advisors, Curtis focuses on helping his clients get organized with their money through cash flow management so they can make better financial decisions. Then he helps find money they are losing unknowingly and unnecessarily so they can improve current cash flow in their business or family unit. His Philosophy is that there is more opportunity to help people eliminate the losses in the financial lives than there is subjecting people to more risk by trying to pick winners.
Curtis holds licenses in life, health, and property/casualty insurance. And, as a Certified Liability Advisor, teaches individuals how to manage debt. When he isn’t advising clients or hosting seminars, Curtis volunteers for SCORE of Philadelphia where he speaks regularly to business owners on marketing and sales strategies and Financial Planning for business owners.
For more info, go to http://practicalwealthadvisors.com/.
What You Will Learn:
Additional Resources from Curtis May:
Raw land investing experts Adam Southey and Justin Sliva know exactly where new investors struggle. They’ve each had massive success in their own business, and today they’re on a mission to help others learn to harness the enormous potential offered by land investments: Incredible ROI, Massive Cash Profits, and Sustained Passive Income.
After helping hundreds of other land investors find/sell amazing properties at unbelievable profits, Adam and Justin collaborated in creating powerful resources to support both new and seasoned land investors along their journey. They launched the Casual Fridays REI podcast and built a comprehensive online course that not only answered all the questions they had received from consulting clients but also incorporated the best of their own combined experience.
Adam and Justin are here today to show our listeners there’s more than one way to achieve success when it comes to raw land investing.
What You Will Learn:
Additional Resources from Adam Southey:
Dustin Nulf is an Associate Broker with Keller Williams Realty in Pittsburgh, a self-made millionaire, serial entrepreneur, and graduate of the University of Pittsburgh with a Bachelor's Degree in Psychology. As a Top Sales Agent for over 12 years, Dustin closed as many as 50 real estate sales in a single year while growing multiple businesses. In his best year, he closed 50 units while spending over 3 months traveling.
Dustin is a firm believer in time and people leverage in order to "live the good life" spending time with his family every chance he can get. His ultimate goal is to help others achieve this same quality of life through their own Sales, Investing & Real Estate Businesses.
Originally from the small town of Dubois, PA, Dustin has a wide variety of experience, hobbies, and background. After nearly 16 years in the restaurant industry and restaurant management, Dustin became interested in wealth-building and made the decision to get into Real Estate in 2007 with original intentions to gain a Real Estate Salesperson license and become a full-time real estate investor with the ability to take fast action on MLS listings.
After becoming licensed in February of 2008, Dustin quickly realized the income potential of real estate sales and began a concentrated effort to build a sales team. He quickly became a top-producing agent with an aim towards vertical-integration in his business ventures, later partnering with David Henninger on The Full House LLC Pittsburgh Property Management Company while creating a rental portfolio of Scattered Site Residential and Mixed Use Properties in and around the City of Pittsburgh.
Dustin is currently the owner and CEO of The Dustin Nulf Team, partner and CEO of The Full House LLC, partner and COO of Short Stay LLC as well as the owner of at least 5 real estate holding companies.
What You Will Learn:
Additional Resources from Dustin Nulf:
Greg Hanna has shared his message on the same stage as Martha Stewart, Suzanne Somers, Iced-T and Coco, Michael E. Gerber, and Jerry Greenfield of Ben & Jerry's.
At Great Corporations and places like Nasdaq, Carnegie Hall, the New York City Bar, the Harvard Club of New York City and the Harvard Club of Boston
And in the Media on ABC, NBC, CBS, and FOX, and weekly on WABC Radio as the weekly recurring Cyber Technology and Effectiveness Expert on The Greatest Show of All Time, who built several multi-million dollar companies using techniques developed and practiced over the last 30 years and makes them now available to you.
What You Will Learn:
Additional Resources from Greg Hanna:
Shannon Goldsmith is a 3rd generation native Angeleno, Los Angeles REALTOR®, Certified Investor Agent, and member of the Global Investor Agent Team.
She holds a Bachelor’s degree from Arizona State University, is a Certified Pricing Strategy Advisor, Probate Specialist, and Short Sale & Foreclosure Resource.
She is a former corporate slave who later became a real estate agent. She spent a lot of time in the corporate world working for other people until realizing in her mid-'30s that she couldn’t stick with it anymore. Hence, she was able to transition into real estate and also realized that she’s more interested in the investing side of it rather than the traditional one.
A self-professed real estate junkie, Shannon believes that real estate investing is life’s greatest vehicle to personal and financial freedom. She enjoys helping seasoned or soon-to-be-seasoned investors grow and evolve their portfolios quickly while keeping their risks in check.
Where some investors are comfortable spending money based on a hunch, Shannon lets the data do the talking. Shannon’s comprehensive and highly specific data enables her clients to quickly identify and target the highest performing areas in Los Angeles County--whether they’re seeking their next flip or income-generating opportunity.
Behind her great interest in real estate investing is her plan of getting into a desert for sunbathing every day, all day long! She just really loves the deserts.
What You Will Learn:
Additional Resources from Shannon Goldsmith:
Andrew Cushman has a BS in a Chemical Engineering from Texas A&M University. After graduation, Andrew worked in a Chemical Engineering company for 7 years in a variety of supervisory positions. During that time, Andrew (joined by his wife in 2004) experimented with a variety of businesses in the hopes of making the jump from W-2 employee to entrepreneur.
In 2007 Andrew discovered house flipping and left his corporate position to start a business in real estate investment. Starting off with single-family properties in the depths of the recession, Andrew completed 24 single family flips (purchase, rehab, sell), all of which were very profitable.
In 2011 Andrew transitioned to the acquisition and repositioning of multifamily properties, acquiring a mostly vacant 92 unit property on the other side of the country as a first deal. That first property was eventually sold for several times its original purchase price, and Andrew now acquires B Class, Value-add properties throughout the Southeast. In total, Andrew and his team have acquired and re-positioned 1,796 multifamily units to date.
Outside of the business world, Andrew has been a certified alpine ski instructor and when not working in real estate enjoys surfing, backcountry skiing, and time with his family. Andrew is married with two children and resides in Southern California.
What You Will Learn:
Additional Resources from Andrew Cushman:
Louis Racette was on a long journey before becoming a successful real estate investor. He wasn’t really good at school and actually hated attending to it due to his impatient and serious personality. He feels that he had a lot of challenges around him.
After his high school education, he started off working for his dad’s company. His dad was in an insurance agency so he did a lot of investigation into accidents and claims. This kind of job taught him to think and ask questions for seeking a solution to a problem that will satisfy a claimant and the insurance company as well. This led him to become a more analytical thinker.
He ended his job from the insurance company and was able to travel the world when he became a pilot.
He decided to do something more such as broadcasting and went into actual communication. He was in sales for a CTV camera which taught him communications and marketing.
Then after 12 years, he built his own company, an advertising agency, which served national and regional retail clients. The company’s objective was to offer creative solutions to clients.
And after finishing his MBA degree he went back to Niagara and decided to do real estate there with the potential from not only being a realtor in helping people but becoming an investor as well - looking at the markets that changes the dynamics of marketing completely.
Everything he learned from marketing when he engaged himself with real estate investment needs to be readapted to a new reality. That was the process from the moment he came into the real estate; learning about markets, data, finance, and property appraisal.
What You Will Learn:
Additional Resources from Louis Racette:
Ben Riehle currently resides in Tucson, Arizona who runs a couple of real estate service companies. He is a licensed agent with over nine years of real estate, construction, property management, and investment experience.
He studied at the University of Arizona receiving an undergraduate degree in Accounting in 2011. Then, he continued to a law school where he specialized in business formation and tax law and finishing it in 2014. However, he never was able to practice his law degree realizing that his real passion was in real estate investing.
Being fortunate enough, he was able to purchase his first property at the young age of 18 years old.
With a great passion for the real estate industry, he realized the profound need for a start to finish solutions for real estate investors. As a result, he began to build a real estate service company called “The Apex Real Estate Network” handling everything from construction development to property management.
When he built this service company, it was like all under one house for investors aiming one-stop-shop real estate solutions. Next, he also considered handling more financials and investment strategies paving a way for him to launch his investment group that started the work with the prospective investors. He made a great approach with property syndications and investment fund generation to accomplish different tailored goals to lean on and for more investors to attract joining in.
His expertise ensures meeting and protecting investors’ necessities and interests.
When he’s not working with clients and investors to meet their investment goals or finding solutions for homeowners with rundown properties, he used to go to the gym or spend time outdoors. And he is an avid snowboarder and swimmer.
What You Will Learn:
Additional Resources from Ben Riehle:
Sid Hameed has migrated to the US in October 1977 with his family due to the ongoing war between India and Pakistan in the ‘60s. He grew up in a travel area and used to go underground during the war.
He worked at a young age about 10-12 years old at the moment of arriving in the US. He delivered thousands of papers every single day and recruited about 15-20 kids to help him deliver these papers in the afternoon after school. These kids helped him collect money so they can get it done a lot faster. A true entrepreneurial spirit.
Back in 1989, he started a residential construction and initially worked as a labor and learned a lot of other construction skills until forming his own solid team.
He was also a Home Inspector for 22 years Washington DC - MD and owned and operated Real Estate Brokerage for 15 years Washington DC and MD. He has educated and trained thousands of people for over 20 years. He learned a lot by taking actions and has proven it through real-life experiences.
What You Will Learn:
Additional Resources from Sid Hameed:
A Note to Our Listeners:
Due to the impact of the COVID-19 crisis, I have made the difficult decision to cancel all future episodes of Real Estate Investing for Professional Men and Women and pause the podcast indefinitely. At this moment, it is best for me to focus on my business and everything that is coming down the pipe. It has been an honor to learn and grow with each of you and I sincerely appreciate your loyalty to the show. Stay tuned for more updates, I am hopeful for the opportunity to pick up where we left off sometime in the future. – Gary
Youman Kouta has a Bachelor’s of Science in Nursing and spent much of her career as a midwife. She also worked in sales and served as an assistant manager for ACDC Controls. After getting involved with real estate earlier this year, Youman became an investor-agent in the Houston metro market. And outside of her chaotic work schedule, Youman spends much of her time with her three children.
What You Will Learn:
Additional Resources from Youman Kouta:
Additional Resources from Gary Wilson:
Paul Ritter has over 25 years’ experience in the mortgage and credit enhancement industries. He has developed software, which invokes mortgage-underwriting guidelines. It is very useful for anyone looking to buy a home, wants to run “what if” scenarios and is especially useful for Lease Option transactions. Paul has formerly owned and operated several mortgage companies. He is currently the owner of Credit Investigation Service, dba My Credit Team that specializes in credit enhancement for the Real Estate Industry. He also owns a screening company, which provides the front-end piece to evaluate potential tenants/buyers. He is an expert in building Business Credit.
Paul is well versed in identity theft protection and repairing a credit report after an ID theft incident. He is FICO certified, an expert in his field and a nationally sought after speaker.
Paul Ritter is a credit repair and lease options specialist. He owns a credit repair company in the Pittsburgh area. He partnered with a tenant screening company www.screenthetenant.com. He is also on the board of local REIA in Monroeville, PA.
What You Will Learn:
Additional Resources from Bruce Petersen:
Additional Resources from Gary Wilson:
Apt-Guy℠, Bruce Petersen, is an award-winning real estate syndicator, TV personality, public speaker, and business coach. His syndications have spanned multiple years and have consisted of over 1100 units. Bruce was a stockbroker in the early 90s and after a long and successful career in retail management, he has been investing in real estate since 2012.
Bruce began mentoring others in the syndication, acquisition, operation, and disposition of multiple apartment complexes in 2014.
Bruce’s passion is providing passive streams of income to investors by improving apartment complexes and creating communities residents love to call home.
What You Will Learn:
Additional Resources from Bruce Petersen:
Additional Resources from Gary Wilson:
Justin Jarboe began his sales career in 2005 and joined Keller Williams Realty in 2010. Prior to professional sales he was a firefighter for eight years and completed his service as a Lieutenant. Justin currently serves as the CEO of The Jarboe Group, striving to implement new strategies to improve client services. His “Realtor® for Life” personal approach yields long term relationships with his clients and colleagues. Among other responsibilities, Justin is the finance chair on the ALC at the Worcester based Keller Williams Center. Justin also instructs regularly at their training center, and has been a featured panelist at the Keller Williams national and regional conventions. In addition to his real estate career, Justin owns a photography company, enjoys art, cooking, health and wine tasting – aspiring to own his own vineyard someday.
When you hire The Jarboe Group, you are hiring professionals who are held to the highest standards of professionalism, integrity, and helpfulness. “We promise to always be professional, always have integrity, and always be helpful to ensure your needs are met. When you hire The Jarboe Group, we will welcome you home.”
What You Will Learn:
Additional Resources from Justin Jarboe:
Additional Resources from Gary Wilson:
Pat Walley is a Colorado native and US Navy Veteran. He is most passionate about God, family, and helping others succeed.
After transforming his personal credit and acquiring business capital at 0% interest rate, he started Dignity Credit Solutions to help others do the same.
His company’s mission is to provide entrepreneurs with personal and business credit solutions and unravel the mysteries of how to leverage credit to get out of debt and build wealth.
Helping others break the shackles of high-interest rate debt and build financial freedom is a true blessing.
What You Will Learn:
Additional Resources from Pat Walley:
Additional Resources from Gary Wilson:
A recognized sales and marketing leader, Brian Devine combines industry knowledge and technical expertise to produce results for his clients. As President of Top Line Management, Inc., founder of the marketing systems Practice Revolution™, Practice Fuel™ “SmileBot™” and “Cafe Fuel™” Brian has built an efficient organization that specializes in digital and reputation marketing.
What You Will Learn:
Additional Resources from Brian Devine:
Additional Resources from Gary Wilson:
Dusty grew up in a boarding school in Penang, Malaysia. Traveling around the world has given him a global perspective on finances and life. After doing his graduate training at Oxford University in England, Dusty was a pastor of a church for a short time. When he moved into the business arena, he built successful businesses in the areas of construction, renovation, Real Estate investing and financial services.
At Oxford Wealth Strategies, Dusty specializes in Income Planning, Tax Saving Strategies for business owners, College Planning, Social Security Maximization, Investments, and how to reduce debt and interest costs. He speaks on the above topics in workshops and seminars. Dusty enjoys helping clients design an income plan to make their money last as long as they do as well as leave a legacy.
Dusty and his wife, Arin, are a husband and wife advisor team. They live in DeLand, FL and are happy to be raising their three young children there!
What You Will Learn:
Additional Resources from Dusty Rollins:
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David Bradley is the Regional Manager of the Downtown Chicago office of Marcus & Millichap (NYSE: MMI). In 2018, Marcus & Millichap closed 9,472 investment transactions for private and institutional investors. By closing more transactions annually than any other commercial real estate brokerage firm, M&M provides clients with an unparalleled perspective on the investment real estate market locally, regionally and nationally. Included in these transactions were shopping centers, office and industrial buildings, apartment properties, single-tenant net-lease properties, hotels/motels, seniors housing facilities, healthcare/medical office, student housing, manufactured home communities, self-storage facilities, golf and resort properties and land.
David began his real estate career in 2003 as an intern in the Fort Lauderdale, FL office of Marcus & Millichap. He transitioned into a full-time commercial broker in 2004 specializing in apartment sales and financing in Hollywood, FL. Within 2 years he became the top producing apartment agent in his submarket. He grew a team of other agents and found that his true passion was in the mentoring and teaching of others. He eventually transitioned into a management role within the firm where his primary responsibility is in developing the knowledge and skills of his agents so that they can deliver maximum value to their clients. He has been based in multiple markets throughout his career including Jacksonville FL, Pittsburgh PA, Washington DC, Richmond VA, and Chicago IL.
David utilized the knowledge gained in the brokerage arena to also build a portfolio of his own investment properties. He has successfully bought and sold dozens of properties throughout his career. He formed several syndicated real estate investment funds for the purposes of acquiring multi-family and single-family income properties.
David now lives in Naperville IL with his wife and four children. He maintains a passion for the real estate business and is excited about the prospects for the industry for many years to come.
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Michael’s areas of expertise include negotiation, deal structuring, and sales. His entrepreneurial career began early – first launching a landscaping company (age 18) and later a successful construction business. He possesses in-depth knowledge of building & construction, which allows him to effectively manage resources.
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Gary Wilson is an expert in the world of real estate investing. He first began investing at the young age of 23, right after his college graduation. He went on to build a portfolio of more than 250 units, covering everything from single-family homes to an apartment complex with more than 80 units. Today, Gary is a self-made millionaire who continues to practice real estate and is also the Chief Wealth and Income Officer at My Investment Services and the Chief Guidance Officer at Path to Freedom. Gary is the host of the podcast Real Estate Investing for Professional Men and Women, where he shares his hard-won wisdom with business professionals looking to turn to real estate to grow their wealth and expand their businesses.
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After reading Rich Dad Poor Dad In 2001 David decided that real estate investing was where he needed to be and so he bought his first tri-Plex with partners the next year in NJ. After moving to PA in 2003 he quickly added multiple duplexes and an 8 unit to his portfolio. The lessons kept coming as only experience can teach them. Through the ups and downs of the 2008 crash along with many life lessons learned, David more recently has honed focus where real estate and his gifts meet with a diverse set of skills of selling homes, investment properties and commercial land while continuing to develop new skill sets in new home construction investment and larger land development deals.
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Founder of Partners for ProsperityTM, LLC, CEO Kim Butler has shunned common financial products in favor of alternative investments, private lending, and creative life insurance strategies outside of the typical financial planning box.
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Bill Heinrich is a “high level” business coach with over 45 years of experience as an entrepreneur. For the past twenty-four years, Bill has focused on his own personal transformation which created his passion for teaching business executives how to shatter any blocks that are standing in their way, blocking them or holding them back.
Bill is the owner of True Life Purpose Now and shows people who to identify, access and live their life purpose. He is the creator of the “Coaching for Divine Purpose” coaching certification program, with nearly 50 coaches certified around the world. In addition, Bill has achieved 14 coaching certifications and is a certified Feng Shui practitioner.
Bill is the author of the “Seven Levels of Truth” ~ “The answer to life’s biggest question.”
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Dave Gambaccini is a CCIM Designee and the 2020 President of The New England CCIM Chapter as well as the Senior Director of Commercial Brokerage with SVN Commercial Real Estate Advisors, in Bedford, New Hampshire. Dave has successfully operated his own independent commercial real estate investment company since 2006 as an owner/investor and was a Director with KW Commercial. He is now focused on the efforts of expanding the SVN brand in New Hampshire. Dave provides superior commercial real estate services to investors, family offices, high-net-worth individuals, developers, owners, and operators, helping them to identify, acquire, develop, sell or reposition assets in the $1MM to $25MM range throughout New England and across the U.S. Dave is licensed in New Hampshire and Massachusetts.
Dave is heavily involved in his community and serves on the Board of Directors for the New Hampshire Commercial Investment Board of Realtors (NHCIBOR), is a member of the New Hampshire Association of Realtors (NHAR) and is the Vice-Chairman on The Town of Bedford, NH, Conservation Commission. Dave is a Certified Therapy Dogs International pet therapy handler and trained his personal dog to be a Therapy Dog. Dave and his yellow lab, Banana, regularly volunteer emotional support therapy to the Catholic Medical Center as well as volunteer to children’s reading programs at Bedford Village Morning School in Bedford, in addition to other schools and libraries. Dave is also a living kidney donor and supports the efforts of Donate Life.
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In 1992 Dr. Andrew Stotz, CFA moved from a management career at Pepsi-Cola in California to teach finance in Thailand, he has never stopped teaching since then. However, in 1993 he fell in love with the job of being a financial analyst for which he was eventually voted #1. He transitioned into the job of head of research to cap a 20-year career at various investment banks. During that time, he co-founded CoffeeWORKS, Thailand’s leading B2B specialty coffee roaster and served as president of CFA Society Thailand. He now runs A. Stotz Investment Research, which services institutions and high net worth investors. In 2017 he launched the ValuationMasterClass.com to teach everything he learned to aspire analysts. In 2018 he started MyWorstInvestmentEver.com podcast to help future generations reduce their investment risks by learning through the stories of others. Andrew lives in Bangkok with his 81-year-old mother, who will attest that he remains an analyst at heart!
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Gary Wilson is an expert in the world of real estate investing. He first began investing at the young age of 23, right after his college graduation. He went on to build a portfolio of more than 250 units, covering everything from single-family homes to an apartment complex with more than 80 units. Today, Gary is a self-made millionaire who continues to practice real estate and is also the Chief Wealth and Income Officer at My Investment Services and the Chief Guidance Officer at Path to Freedom. Gary is the host of the podcast Real Estate Investing for Professional Men and Women, where he shares his hard-won wisdom with business professionals looking to turn to real estate to grow their wealth and expand their businesses.
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Dan Levy worked in the medical field for 25 years while simultaneously starting and selling small businesses throughout that time. Approximately 5 years ago, he learned from all his successes and failures, which culminated in a commercial cleaning company with over 20 employees. Dan invests in real estate to create long term wealth, and he is currently writing a book that he hopes to have published by the end of the year.
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Chris is the best-selling author of Real Estate on Your Terms: Create Continuous Cash Flow Now, Without Using Your Cash or Credit. He’s also the founder of SmartRealEstateCoach.com and the Smart Real Estate Coach Podcast.
Chris has been in real estate for over 25 years. His experience includes the construction of over 100 single-family and duplex homes (mostly in the 1990’s and selectively to date), has owned a Realty Executives Franchise (Massachusetts 1994-2000) as broker/owner which maintained high per-agent standards and eventually sold to Coldwell Banker in 2000. The 2000’s included coaching ½ million and higher REALTORs® in order to scale & automate their business throughout the US and Canada. He also participated (and still does selectively) in doing condo conversions (multi-family homes to condos) and “raise the roof” projects (converting single-family ranches to colonials in growth neighborhoods).
Chris has been a big advocate of constant education and participates regularly in high-end mastermind groups, as well as consults with private mentors. He runs his own buying and selling businesses with his family team, which buys 2-5 properties monthly, so they’re in the trenches every single week. They also help clients do the same thing around the country.
Chris and his family team have done over 80 million in real estate transactions. They mentor, coach, consult, and actually partner with students around the country (by application only) to do exactly what they do.
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Mike Ayala is a managing partner at Four Peaks Capital Partners and Park Place Communities which currently has 28 manufactured home communities in 13 states. Mike currently oversees the operations team, consisting of property management, construction, finance, administration and HR / recruiting.
Mike has been active in construction and management since the age of 15. He graduated from the Associated Builders and Contractors 4-year project management program at age 22 and then became a licensed instructor. Shortly thereafter, his first project was the management and oversight of a multi-million-dollar casino remodel.
By age 24, Mike founded his first construction company and has been involved with over 2,000 projects totaling over $1 billion, including hospitals, courthouses, federal buildings, casinos, mills, gold-processing facilities, civil projects, multi-family homes, and shopping centers. Of the companies he started, most notable is the construction company that scaled quickly to more than 100 employees and sold at a $12 million valuation, making it onto the Inc. 2009 “2500 Fastest Growing Companies in America” list.
In addition to the Four Peaks Portfolio, Mike currently owns 4 mobile home parks, a single-family portfolio, commercial buildings, and land holdings.
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Gary Wilson is an expert in the world of real estate investing. He first began investing at the young age of 23, right after his college graduation. He went on to build a portfolio of more than 250 units, covering everything from single-family homes to an apartment complex with more than 80 units. Today, Gary is a self-made millionaire who continues to practice real estate and is also the Chief Wealth and Income Officer at My Investment Services and the Chief Guidance Officer at Path to Freedom. Gary is the host of the podcast Real Estate Investing for Professional Men and Women, where he shares his hard-won wisdom with business professionals looking to turn to real estate to grow their wealth and expand their businesses.
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Chuck has had the honor of working with various groups in the Dental Industry and is happy to continue to serve dental professionals and their practices. Chuck helps with the business side of dentistry and has presented at numerous dental conferences across the U.S.
Chuck is a regular contributor to the Progressive Dentist Magazine, The Profitable Dentist, The AADOM Observer and has written for Oral Health Office, AGDImpact and Dental Entrepreneur. His company, Crankset Group manages the Get Off The Treadmill (GOTT) Dental Summits and Chuck is the host of the GOTT Dental Podcast.
Now, a little more about Chuck: He is a successful entrepreneur, an internationally acclaimed speaker, weekly Inc. Magazine contributor, best-selling author and world-renowned business advisor who has built twelve businesses in eight industries on four continents. His first book, Making Money is Killing Your Business was rated #1 Business Book of the Year and his second book, Why Employees are ALWAYS a Bad Idea has been named one of the Top Ten Business Books of the Year. He’s currently working on his next book, Rehumanizing Dentistry By Giving Everyone Their Brain Back.
If you are faced with the challenge of how to:
then Chuck can help.
Business owners and executives from hundreds of organizations and industries from around the world have applied Chucks proven business success tools and processes to reap the rewards of building a successful business.
In a nutshell, Chucks can help move you from SURVIVAL, through SUCCESS to SIGNIFICANCE.
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Founded in December of 2007, Dave and Josh have built an organization of team members in the Southeast based on 4 core principles: dream big, work hard, play by the rules, and take care of each other. Putting our family of residents, employees, and investors first in every decision throughout the business. We believe on holding and investing in each piece of real estate for the long term to be well-positioned for market cycles and opportunities.
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Paul Morris is an award-winning entrepreneur, trainer, author, and business consultant. As an active investor, he has grown his real estate portfolio to more than 700 rental units and 150,000 square feet of retail commercial space. In just over 10 years he transformed his California-based real estate brokerage business into the second largest Keller Williams franchise with 10 offices employing 3,000 agents. Prior to working full-time in real estate, Paul had a successful legal career, highlighted by his work as an associate at Proskauer Rose, a New York-based international firm, and as Senior Counsel at the US Department of Justice. Paul is also the co-author of the New York Times bestselling book Wealth Can’t Wait: Avoid the 7 Wealth Traps, Implement the 7 Business Pillars, and Complete a Life Audit Today!
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Gary Wilson is an expert in the world of real estate investing. He first began investing at the young age of 23, right after his college graduation. He went on to build a portfolio of more than 250 units, covering everything from single-family homes to an apartment complex with more than 80 units. Today, Gary is a self-made millionaire who continues to practice real estate and is also the Chief Wealth and Income Officer at My Investment Services and the Chief Guidance Officer at Path to Freedom. Gary is the host of the podcast Real Estate Investing for Professional Men and Women, where he shares his hard-won wisdom with business professionals looking to turn to real estate to grow their wealth and expand their businesses.
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Jared Addis and his wife, Kate, are the owners and operators of Serenity Senior Living, a Type B Assisted Living Facility. They took over Serenity Senior Living in 2017 with one goal in mind: creating a home for seniors that was just that, a home.
Jared and his wife got involved with Serenity because they both wanted to do something that had meaning. Both of them wanted to step away from the typical 9-5 grind and make a difference while working together. Serenity has offered them just that opportunity.
Jared has also served our country in the Marine Corps, and he is now dedicated to serving the seniors in the Austin, Texas community.
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Matt Faircloth, originally from Baltimore, Maryland, graduated from Virginia Tech with a degree in Engineering. After playing Robert Kiyosaki’s Cash Flow Game, Matt decided to quit his safe and secure job working as an engineer in a Fortune 500 company to become a full-time real estate investor. Under
Matt’s leadership, DeRosa Group has completed over 30 million in real estate transactions involving private capital including fix and flips, single-family home rentals, mixed-use buildings, apartment buildings, office buildings, and tax lien investments.
Matt has extensive expertise in connecting passive investors to lucrative investment opportunities through syndications, private loans, and joint ventures.
Matt is an active contributor to BiggerPockets.com through Facebook Live, teaching webinars, and blogging. He leads the Mentorship Mondays series on DeRosa’s YouTube channel where he answers weekly real estate investing questions!
On a personal side, he sits on the board of a local nonprofit, volunteers as a trainer for men’s leadership weekends, and enjoys making wine (especially red to please his Italian wife!)
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Motivated by what he saw as one of the most tragic challenges of modern life—the disconnection of busy entrepreneurs from their families—Jim Sheils developed the Family Board Meeting process to help business owners bridge the gaps between themselves and their loved ones.
Since then, both Jim’s message and his book, the Amazon best-seller “The Family Board Meeting,” have spread around the globe. Often called “Crazy Glue” for families, Jim’s popular and simple frameworks now reach thousands of parents worldwide, helping them feel more connected with their kids, be happier at home, and leave a lasting legacy.
Jim is the founder of 18 Summers, which specializes in live events, workshops and private consulting for organizations looking to strengthen their family lives while still succeeding in business. He’s an in-demand public speaker and owns a private real estate company that has done more than $200 million in transactions.
Jim is an avid surfer and enjoys traveling with family and friends, especially his beautiful wife Jamie and their four children, Alden, Leland, Magnolia, and Sampson. His greatest adventure to date? Donating a kidney to the best guy on the planet, his father.
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Gary Wilson is an expert in the world of real estate investing. He first began investing at the young age of 23, right after his college graduation. He went on to build a portfolio of more than 250 units, covering everything from single-family homes to an apartment complex with more than 80 units. Today, Gary is a self-made millionaire who continues to practice real estate and is also the Chief Wealth and Income Officer at My Investment Services and the Chief Guidance Officer at Path to Freedom. Gary is the host of the podcast Real Estate Investing for Professional Men and Women, where he shares his hard-won wisdom with business professionals looking to turn to real estate to grow their wealth and expand their businesses.
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Aaron Amuchastegui is one of the principals at Homerock LLC and the President of AMA Construct Inc., a real estate consulting company focused on distressed assets. Since forming AMA Construct Inc., Aaron has managed the acquisition and sales of more than $100 Million dollars in single-family homes acquired at trustee sale and through public-private partnerships with nonprofits and banking partners.
From 2005-2009, Aaron served as the division manager for the SoCal operations of a large private homebuilder. As the real estate market started changing dramatically, so did his experience. In 2008, Aaron gained experience with distressed assets while consulting on assessment packages of large bank liquidation sales after banks were taken over by the FDIC. With portfolio note values totaling over $1B, and assets spread through 7 states, this role led to a new understanding of the current market.
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The visionary and driving force behind the scenes is Tim Rhode Tim comes from a very humble background, growing up in a blue-collar family in a blue-collar town. His family’s tight financial situation left an indelible mark on Tim, and although he barely graduated high school and never attended college, Tim went on to dream, plan, and create his own magnificent life. Having gotten off to a very slow start in life inspired Tim to help others find their own paths. He is totally committed to helping people of all ages plan their best future, as well as helping transform the life education of young people. Tims passions include his family, fitness, skiing, hiking, and mountain biking. All his life, he has planned, worked hard, and has been very blessed. Now he really wants to give back and help others do the same.
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Immediately after graduating from college, I began working for an independent advisory firm where I studied to become a Chartered Financial Analyst charter holder (CFA) and Certified Financial Planner (CFP®). I was learning so much on a daily basis that I began taking detailed notes to absorb and retain the information.
Over time, bullet points turned to sentences and sentences turned to paragraphs.
In 2010, I launched an e-newsletter with the goal of educating people about investing and financial planning. That initial email went out to 34 people. Today, my e-newsletter has over 3,000 subscribers. My writing platform expanded when I began regularly contributing to Forbes in 2016 and The Wall Street Journal in 2017. In 2018, I signed a book deal with Wiley & Sons to write a book about turning career success into financial success.
Today I’m the Co-Chief Investment Officer at Plancorp, which manages over $4 billion of client assets as of December 31, 2018. I’m also the Co-Chief Investment Officer of a digital advisor called BrightPlan that emphasizes financial planning and is the first digital advisor to be a certified fiduciary by the Centre For Fiduciary Excellence (CEFEX).
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Gary Wilson is an expert in the world of real estate investing. He first began investing at the young age of 23, right after his college graduation. He went on to build a portfolio of more than 250 units, covering everything from single-family homes to an apartment complex with more than 80 units. Today, Gary is a self-made millionaire who continues to practice real estate and is also the Chief Wealth and Income Officer at My Investment Services and the Chief Guidance Officer at Path to Freedom. Gary is the host of the podcast Real Estate Investing for Professional Men and Women, where he shares his hard-won wisdom with business professionals looking to turn to real estate to grow their wealth and expand their businesses.
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I’m a millennial entrepreneur, seven-figure real estate investor, speaker, and avid adventurist. Most importantly, I’m a proud husband and a father to two beautiful girls who make life a whole lot richer.
Along my exciting journey, I’ve learned many things about life and business. While everyone has a different definition of “wealth”, for me it’s much more than a bunch of zeros in a bank account and the material items that are accumulated along the way. I believe wealth goes far beyond dollars and while money is important, it’s meaningless if you’re bankrupt in the other areas of life that lead to happiness and fulfillment.
I aim to live like a millionaire in all aspects of life; as a dad, husband, business owner, mentor, philanthropist, health enthusiast, etc. Through inspiration, action, community empowerment and connectivity, I believe we can all unlock a rich and fulfilling life if we choose to. It’s time to unleash your millionaire within and start living the life you were meant for. Let’s enjoy this journey together!
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Devin Elder is Principal of DJE Texas Management Group, a San Antonio, Texas-based real estate investment firm with 1,100+ doors in Central Texas.
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Rock Thomas is the founder of Rock Thomas International and the M1 Mastermind, a Certified NLP Practitioner, self-made millionaire, bestselling author and a world-renowned speaker. He spent the first twenty years of his life on a farm, and he purchased his first piece of real estate at the age of 24. He sold that property and purchased a multi-tenant building at age 26, until a series of setbacks caused him to lose everything and start over from scratch. Rock was able to rebuild, and today he is a multi-millionaire success story who has devoted himself to helping others achieve “whole-life success.”
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Gary Wilson is an expert in the world of real estate investing. He first began investing at the young age of 23, right after his college graduation. He went on to build a portfolio of more than 250 units, covering everything from single-family homes to an apartment complex with more than 80 units. Today, Gary is a self-made millionaire who continues to practice real estate and is also the Chief Wealth and income Officer at My Investment Services and the Chief Guidance Officer at Path to Freedom. Gary is the host of the podcast Real Estate Investing for Professional Men and Women, where he shares his hard-won wisdom with business professionals looking to turn to real estate to grow their wealth and expand their businesses.
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Dr. Howard Farran is the bestselling author of Uncomplicate Business, the founder and owner of Dentaltown.com and its companion magazine, and he has been practicing dentistry in the Phoenix metropolitan area for more than thirty years. He has been ranked as one of the 32 most influential people in dentistry by Incisal Edge magazine. He has been an international speaker on the business of dentistry since 1990, and in 1999 he released his series Your 30-Day Dental MBA, available on YouTube and iTunes. As a true expert in the business side of dentistry, Howard understands the many complexities dental practice owners face in developing the business skills that they weren’t taught in dental school, and he feels passionate about sharing his expertise and helping dentists and other professionals become thriving business leaders.
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Corey Kupfer is a successful entrepreneur, attorney, master dealmaker, and the host of the Fueling Deals podcast, where he teaches business leaders the value of growing their organizations inorganically through deals such as mergers, acquisitions, brand deals, strategic partnerships and more. Corey has been working in the business of negotiations for more than 30 years, and he is a true master at finding, negotiating and closing deals on behalf of his clients at his New York-based legal firm, Kupfer & Associates. Corey literally wrote the book on negotiations, having authored the Amazon-bestseller Authentic Negotiating: Clarity, Detachment & Equilibrium.
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Len Giancola began a corporate career on Wall Street and found great success at a young age, becoming the youngest Managing Director of the Americas for a major worldwide brokerage firm where he brought in a seven-figure income. However, Len was dissatisfied with making money for others and decided to retire early and relocate to Florida, where he became a serial entrepreneur both in and out of real estate. Len's real estate investments specialized in creating homes and vacation rentals on and near Florida's northeast coast. Today, Len has shifted gears once again and has begun building tech platforms for businesses within the cannabis industry.
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Gary Wilson is an expert in the world of real estate investing. He first began investing at the young age of 23, right after his college graduation. He went on to build a portfolio of more than 250 units, covering everything from single-family homes to an apartment complex with more than 80 units. Today, Gary is a self-made millionaire who continues to practice real estate and is also the Chief Wealth and income Officer at My Investment Services and the Chief Guidance Officer at Path to Freedom. Gary is the host of the podcast Real Estate Investing for Professional Men and Women, where he shares his hard-won wisdom with business professionals looking to turn to real estate to grow their wealth and expand their businesses.
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Michelle Villalobos is a business and brand strategist, inspirational speaker, and the founder of The "Superstar" Activator, a personal branding and marketing firm that helps high performers cultivate greater influence and make a bigger impact in the world. One of her company's primary offerings is the Lifestyle Business Breakthrough Retreat, where she helps leaders in speaking, coaching and mentoring find more freedom, prosperity, and meaning in their work. At these retreats attendees learn to better position their brands, marketing and message, refine their business models and revenue streams, and attract ideal clients. Michelle is also the host of the weekly Awaken Your Inner Superstar podcast.
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Dr. Sharon Spano is a strategic C-Suite executive business consultant, executive leadership coach, mentor, and professional development expert. She is also the host of the Other Side of Potential podcast, where she speaks with guests about the skills and strategies that have helped them succeed. At Sharon's consultancy firm, Spano & Company, she helps entrepreneurs design systems and processes that engage their teams and help improve their bottom-line results. Sharon is the author of The Pursuit of Time and Money: Step Into Radical Abundance and Discover the Secret to a Meaningful Prosperous Life.
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Craig Cody is a certified public accountant, Certified Tax Coach™, business owner and the host of the brand-new Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school. Craig is also the co-author of the book Secrets of a Tax-Free Life and the author of 10 Most Expensive Tax Mistakes That Cost Business Owners Thousands.
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Diego Corzo is a real estate agent, investor, speaker, mentor, and Forbes-featured entrepreneur. Originally from Lima, Peru, Diego and his family moved to the United States when he was nine years old. Diego graduated in the top 1% from Florida State University and went on to a career as a software developer before realizing that corporate life wasn’t for him. He got involved in real estate in his early 20s, and just a few short years later he now owns multiple properties and a thriving business. Diego’s inspiring story has been featured in Forbes, CNN Money, Inc.com, Entrepreneur.com, FOX News, Telemundo and Univision.
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Gary Wilson is an expert in the world of real estate investing. He first began investing at the young age of 23, right after his college graduation. He went on to build a portfolio of more than 250 units, covering everything from single-family homes to an apartment complex with more than 80 units. Today, Gary is a self-made millionaire who continues to practice real estate, and is also the Chief Wealth and income Officer at My Investment Services and the Chief Guidance Officer at Path to Freedom. Gary is the host of the podcast Real Estate Investing for Professional Men and Women, where he shares his hard-won wisdom with business professionals looking to turn to real estate to grow their wealth and expand their businesses.
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Gary Jonas is the president and principle of the HOW Property Development group operating in the Philadelphia, Pennsylvania area. Gary has been involved in real estate for more than 27 years, a field he got started in after reading the influential book Rich Dad, Poor Dad. What started as a small business and one single-family property purchase has now grown to six different revenue streams within real estate including a mortgage company, construction company, property management company and others.
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Ken Wimberly is a man of many hats. He is a serial entrepreneur, a devoted husband and proud father. Ken is the founder of KW Net Lease Advisors, founding partner in Laundry Luv, and the operating principle and franchise owner of Keller Williams Realty of Abilene, Texas. Prior to his career in real estate, Ken served in the U.S. Navy and owned and operated a restaurant. Ken is an active business professional and real estate investor with properties throughout Texas.
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Gary Wilson is an expert in the world of real estate investing. He first began investing at the young age of 23, right after his college graduation. He went on to build a portfolio of more than 250 units, covering everything from single-family homes to an apartment complex with more than 80 units. Today, Gary is a self-made millionaire who continues to practice real estate and is also the Chief Wealth and income Officer at My Investment Services and the Chief Guidance Officer at Path to Freedom. Gary is the host of the podcast Real Estate Investing for Professional Men and Women, where he shares his hard-won wisdom with business professionals looking to turn to real estate to grow their wealth and expand their businesses.
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Anna Jenkins is a highly rated real estate broker with Dream Home Realty in Fredericksburg, Virginia. Anna is a high-energy, highly motivated real estate professional who is also an investor alongside her husband. She uses her extensive knowledge of real estate to power her investments and strategically remodels properties to turn single-family homes into duplexes or triplexes, adding even more rent income potential to her properties.
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Tom Schaff is the managing partner of Major League Sales, a sales strategy consulting and sales training firm. Over the course of his career, Tom has worked with major names like Intuit, Jiffy Lube and Costco. Tom teaches executive teams how to land huge deals, and he specializes in companies from $30 million to $300 million in size. His experience in sales and private equity have made him an expert in creating “exit value” for organizations in many industries across four continents.
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Steven Hatcher is a dentist based in Greensboro, North Carolina who owns his own practice. Steven is also a real estate investor who uses his own money from his practice to fuel his investments. His experience as a professional who uses real estate to grow his wealth is an excellent example of what this podcast is about. Steven overcame his initial concerns and fears and has found tremendous financial success through his investments.
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Gary Wilson retired from his position in the banking industry as a Corporate Vice-President of Mergers & Acquisitions at age 40. He then decided to pursue his real estate license, and in just six months he had built a six-figure income through his real estate business. He has worked with over three thousand investment properties in just five years. Now Gary is a multi-millionaire real estate professional and the author of five books on real estate, as well as serving as a real estate mentor. Gary has appeared on more than a hundred prominent media outlets, including CBS, NBC, ABC, Fox News and Business week among many others. Gary believes passionately in the long-term investment potential of real estate, and he brings his experience and knowledge to career professionals interested in learning how to invest in real estate and grow their wealth while remaining in their main occupation.
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Steve “The Hurricane” Weiss is a respected entrepreneur, speaker, leadership coach and author. His nickname, “The Hurricane”, comes from his dynamic energy and enthusiasm. He has been able to successfully turn his business into a seven-figure income. Most recently, Steve has begun investing in real estate, and specifically in senior care and assisted living. This is an area Steve feels passionate about, both for its incredible investment potential and for its positive impact on seniors who need a little extra help but still want the dignity of living on their own.
From a young age, Steve has been driven to succeed and excelled across vastly different industries. Steve founded his current company, Hurricane Marketing Enterprises, in 2012 with a goal to help other business owners around the globe. In a few short years, he grew it to a seven-figure business and it has been booming ever since.
Steve has sold out Boot Camps and seminars all over the county for years, even attracting attendees from other continents to hear him speak. With more than a decade of knowledge and a knack for “breaking it down” in easy-to-follow steps, he is known as the “Marketing Guru.”
Steve’s passion is to lead business owners on the path to find people in need of their services and convert these prospects into clients. His company’s mission statement is to help business owners increase their census, revenue, and profits. Through his programs and presentations, he has guided thousands of individuals to grow their organizations and continues to help them blow away the competition.
With his dedication and hard work, Steve has developed a foolproof program which enables start-up companies to quickly get ahead of the competition while helping existing business experience an explosive transformation. Many of his clients double and even triple annual revenue in as little as 6 months.
While shining on the stage, Steve draws the audience in with his detail, exuberance, and emotion. He shares his passion for educating individuals on proven skills and strategies that are guaranteed to work while mesmerizing the audience.
Through each speaking engagement, he captures attention by sharing both his personal stories and those of people he has encountered along the way. As a result, he has impacted thousands of individuals, helping them to increase their annual revenue by hundreds of millions of dollars!
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Markus Heitkoetter is the founder and CEO of Rockwell Trading, an organization dedicated to teaching investors how to meet their trading goals. He is also a celebrated bestselling author and speaker whose work has been featured in major national media. Markus is passionate about simplifying the sometimes complex world of day trading, stocks and options.
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Vince Parrucci a lifelong resident of Pittsburgh and has worked in the Auditing and Banking Industry for over 17 years, earning his VP title with 2 major companies.
During the course of his successful career Vince also invested in real estate as an investor for 7 years prior to leaving Corporate America. As an active investor in real estate since 1999 he at one time owned close to 5 million dollars in investment real estate including single family houses and multi-units totaling over 147 rental units that generated over $720,000 in gross annual rental revenue. In addition, to being a landlord he has flipped high-end homes in well to do neighborhoods and wholesaled deals to other investors.
Being recognized for his investing skills Vince was hired as a consultant to coach and
mentor hundreds of investors across Western Pennsylvania and Ohio. After several
frustrating experiences with real estate agents Vince obtained his real estate license in
2006. Vince continues to work with investors to help them achieve financial freedom
through investing in real estate and help families find their dream homes. He is also a
published author, Smart Buy/Strong Sale, The Consumer’s Guide to Buying and Selling Your Next Home.
What you’ll learn about in this episode:
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With over 20 years in financial technology, Lilia Severina set up Fixtrade in July 2011. Lilia has expert knowledge in trading technologies including low latency trading and many years experience in the world of crypto from mining to arbitrage to ICO planning, design and development. With business connections in over 80 countries in FinTech sector, Lilia was instrumental in a number of IPOs and held many senior positions in start-ups as well as corporates including Uptime Institute, Avelacom, Interxion, Gartner Group, Orange and Verizon.
Lilia and her team are able to bring together money and opportunities during market highs and lows and achieve consistent results.
Lilia studied at the London School of Economics, Westminster University of London and Thames Marketing College. She is a committed trainer and mentor for the Prince’s Trust and believes in empowering SMEs to make the world a better place.
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Additional resources:
At age 40, retired as Corporate Vice-President, Mergers & Acquisitions in National Banking;
In first 6 months after earning real estate license, created 6 figure income working with Investors;
Completed over 100 transactions per year consistently every year without a sales team or assistant, with virtually no marketing costs;
Traded over 3,000 Investment properties in less than 5 years;
Developed five real estate holding companies, owning more than 250 Rental Units;
Self-made multi-millionaire by building a real estate enterprise including: brokerage, rental management, investment services, settlement services, and appraisal services;
Award winner and accepted into Andron Apiphenon Order of Excellence for Real Estate;
Author of FIVE Real Estate Investment books:
Founder, Trainer and Coach of Path to Profit System, teaching more than 8,000 Agents and Investors;
Students of the Path to Profit Systems have gone on to create fortunes in brokerage, property management, and by applying multiple investment strategies including flipping, wholesaling, and acquiring rentals;
Appeared on OVER 100 national and local media outlets including: CBS, FOX News, NBC, ABC, Business Week, iTunes
What you’ll learn about in this episode:
How to connect with Gary Wilson:
Dustin is the Chief Wealth Evangelist at WealthFit. Prior to joining WealthFit, Dustin co-founded a multi-million dollar company. He left to pursue his mission of empowering others and has since gone on to become an advisor for “Podfest Multimedia Expo”, a columnist with “Entrepreneur Media”, and the co-author of No B.S. Guide to Powerful Presentation.
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Tuan Pham relocated to the sunny Vegas Valley from Massachusetts in August of 2002. He brought with him a wealth of caring, skills, and experience from years of learning and growing in the insurance and financial services industries. He believes in utilizing an integrated approach to financial and personal risk management that completely addresses the special needs of each and every one of his clients.
Since 1983, as a Wealth Advisor, Tuan has received numerous Top Producer Awards from major financial and insurance companies. In 1989, he was named “Most Intriguing Entrepreneur in Central Massachusetts” by Business Digest, a state business publication. His firm received “Best Small Business Firm” in the category of Banking, Insurance and Finance in 2004, awarded by The Greater Las Vegas Asian Pacific Community. In the same year, Tuan was named Nevada’s “2004 Businessman of The Year” by The Congressional
Committee Business Advisory Council. Subsequently, in 2005 he was named Honorary Chairman of the Nevada Business Advisory Council. His recognition was published in the Wall Street Journal March 09, 2005 issue.
Tuan is also very active in his local community as well as being involved with advocacy efforts for his industry. Since 1980, he has volunteered in many fundraising events, promoting government fiscal discipline and stability. In 1991, he held a position as Executive Director and in 1992 as Chairman of Minorities Confederation and Friends of Massachusetts, a non-profit organization working in conjunction with The Massachusetts Taxpayers
Committee Educational Foundation, a 501 (c)(3) bi-partisan non-profit charitable, educational organization that trains pro-business, fiscally conservative candidates and campaign managers in political campaign management, fundraising, speech making and organizing winning campaigns. He frequently voices his concern and communicates with local and federal elected officials regarding his views on issues such as tax reform, securitization process, consumer financial protection, consumer financial protection, financial regulation, The Indexed Annuities and Insurance Products Act of 2009, and many other legislative issues regarding the financial industry.
Tuan is a Certified Financial Educator®. He is the Managing Partner at P&P Advisory Group, LLC dba Trusted Financial & Insurance. His unique practice focuses on how to help clients find money that they are currently transferring out of their household or business unknowingly and unnecessarily. These areas can include how his clients finance mortgages, pay taxes, fund their qualified plans, save for college costs, and handle expenses like automobile payments and credit cards. Most people are unaware that they will lose more money in these areas of their lifestyle than they will accumulate in their lifelong savings/investment accounts.
Tuan has a strong belief that he can have a bigger impact on his clients’ financial future by helping them avoid the losses due to transfers of money rather than chasing high returns with aggressive investments. Once he helps clients find the money, he can show them how to redirect, save, and grow it tax-deferred, and also withdraw it tax-free. By doing this, he can help clients build a plan such that they:
never lose money
can extend how long their money lasts in retirement so that they don’t run out
are able to increase their projected retirement income
are able to pay off all loans including mortgages in about 9 years without sacrificing their current life style
pay less in overall taxes.
Tuan is proudly a member of these fine organizations: NAIFA (National Association of Insurance and Financial Advisors), NEA (National Ethics Association), MDRT (Million Dollar Round Table), Las Vegas Metro Chamber of Commerce, Better Business Bureau (A+ Rated).
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The podcast that guides professionals to financial prosperity through smart investing strategies. Learn how real investors invest. If you're a professional, you already have skills that you can leverage to build your wealth. With over 30 years of experience, host Gary Wilson shows you how.