The Gold Collar Investor: Recent Episodes

Pancham Gupta

If you want to learn how to diversify outside of the wall-street, this show is for you. If you are a high paid professional (ex: doctor, lawyer, engineer, programmer, banker, accountant, etc) and making six figures i.e 100k or more in your job or business, this show is for you. This show will help you make YOUR money work for you. It will open up your mind to main-street investing and help you build multiple income streams. We will talk about personal finance, common fears, stigmas around main-street investing. Our goal is to make you financially free and make sound decisions with your money. It will help you gain confidence and stability when it comes to investing life. Click play if you are committed to becoming The Gold Collar Investor.

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In this captivating episode, we had the privilege of interviewing Paul David Thompson, a remarkably accomplished real estate investor, and entrepreneur. Paul's track record of success in real estate speaks for itself, but what truly sets him apart is his mission to empower and guide fellow realtors through his renowned brainchild, the My Freedom Foundry Mastermind. Through this platform, Paul shares his extensive knowledge and experiences, illuminating the path to financial freedom for aspiring real estate investors and helping them scale their businesses.

Driven by a firm belief in untapped potential, Paul wholeheartedly advocates for a free and fulfilling life in today's modern world. His profound insights and unwavering commitment to empowering others make this episode a must-listen for anyone seeking to embrace their true potential and explore limitless possibilities.

Quotes:

“You have amazing talents and skills that the marketplace will reward. Do them to fulfill the purpose that you have and solve certain problems.”

Shownotes:

  • 0:34 - Welcoming Our Special Guest
  • 5:17 - You have the potential to build your own economy
  • 5:56 - Transitioning from a Full-Time Corporate Job as a Computer Engineer to a Real Estate Investor
  • 12:25 - Investing in real estate can yield substantial wealth through capital appreciation
  • 17:36 - Valuable Advice from Paul for both new and experienced investors
  • 20:25 - Success provides valuable clues for you to follow

3 Key Points:

  1. We should possess assets that generate income, similar to our jobs.
  2. Unless you discover how to earn money while you sleep, retirement may remain elusive throughout your life.
  3. Failing to take action might be the riskiest decision you make.

Get in Touch:

  • Paul’s Website - https://pauldavidthompson.com/
  • My Freedom Foundry Podcast -https://directory.libsyn.com/shows/view/id/readyinvestorone
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ and http://thegoldcollarinvestor.com/show9
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In this episode, we interviewed Maria Brito, an experienced art advisor who has acquired over $100 million worth of art for various clients, including celebrities, Fortune 500 CEOs, hedge fund managers, and more.

Art has proven to be a more lucrative investment than traditional options like stocks and bonds. Studies show that art has outperformed the S&P 500, with an average annual return of 7% over the past decade. The art industry has experienced unprecedented sales and attracted new investors in recent years. Today, Maria will guide us through the intricacies of leveraging art in business, highlighting why artists are increasingly seen as a valuable asset class for investors at all levels.

Quotes:

"Getting acquainted with the culture, education, and the value of living with art, as well as owning a piece of culture, is a different experience. Not only does it hold great value for money, but it also offers additional benefits."

Shownotes:

  • 0:45 - Introduction of Guest
  • 11:11 - The Art market is incredibly dynamic, characterized by rapid movements and shifts.
  • 15:03 - Three essential categories to keep an eye on when immersing yourself in the Art Industry.
  • 19:01 - How can you determine the value of a piece of art?
  • 25:52 - Analyzing the Movement and Trends shaping the Art Business.
  • 28:20 - It is crucial to have self-confidence in your knowledge and abilities.
  • 33:33 - What are effective strategies for promoting your art both online and offline?
  • 43:55 - Embracing the unknown: Overcoming fears and embracing the excitement of taking a leap. Opportunities for financial gain exist everywhere, so be fearless.

3 Key Points:

  1. Expansion is crucial in art. It is essential to comprehend and appreciate diverse perspectives within the artistic realm.
  2. Art is subjective, yet it is crucial to consider all the elements that contribute to its essence and make it what it truly is.
  3. Both art investors and stock market investors rely heavily on their intuition and instincts, placing significant trust in their decision-making process.

Get in Touch:

  • Maria’s Website - https://www.mariabrito.com/
  • Artnet - https://www.artnet.com/
  • ARTnews - https://www.artnews.com/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ and http://thegoldcollarinvestor.com/show9
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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On today's show, we'll hear Andrew's inspiring story and learn how he has achieved such remarkable success in the mobile home park and self-storage investment sectors. In 2015, Andrew Keel stumbled upon mobile home parks and was immediately drawn to this asset class because of the potential for higher-than-average returns and lower-than-average risk. Today, as the CEO of Keel Team LLC, he owns and manages more than 30 mobile home parks spread across 10 states.

Andrew is constantly on the lookout for new opportunities to expand his business and invites anyone interested in selling or assigning a mobile home park to contact his team for a free value analysis. In addition to mobile home parks, he also invests in self-storage facilities, which he finds appealing due to factors such as the auction process for non-payment rather than the eviction process.

Quotes:

“Invest in yourself first and get educated.”

Shownotes:

  • 0:44 - Introduction of Guest
  • 7:12 - From Salesperson to Mobile Home Park Operator
  • 10:30 - A Comprehensive Description of Mobile Home Parks and Their Role in Affordable Housing
  • 13:15 - A Guide on Managing Same-Sized Multi-Family Buildings
  • 15:30 - Highlighting the Benefits and Value of Investing in Mobile Home Parks
  • 21:47 - Andrew's Breakdown of a Cash-Out Refinancing Deal
  • 26:14 - Refining and Optimizing Our Deal Size Criteria for Maximum ROI

3 Key Points:

  1. The value of investing into Mobile Home Parks and Self Storage
  2. Occupying vacant lots not only increases income, but also significantly boosts the property value.
  3. Obtaining zoning for a new mobile home park development can be challenging due to economic reasons and zoning restrictions.

Get in Touch:

  • Keel Team LLC-http://andrewkeel.com
  • Passive Mobile Home Park Investing Podcast- https://www.keelteam.com/passive-mobile-home-park-investing
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ and http://thegoldcollarinvestor.com/show9
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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Dave Wolcott, a former Marine captain, is a successful entrepreneur and real estate investor. As the CEO of Pantheon Investments, he helps entrepreneurs build wealth through passive investing in real estate and other high-quality assets. Dave is also an author of the newly released book entitled “The Holistic Wealth Strategy” and a podcast host who shares his expertise on real estate investment and wealth-building strategies. His investment strategy prioritizes predictable cash flow, tax efficiency, and an upside potential over the unpredictability of the stock market.

In a world where the pace of change is rapid and the future is uncertain, Dave's vision for providing a reliable and sustainable alternative to traditional investment options is both timely and essential. Let’s listen to his story today!

Quotes:

“You’re not gonna have all the home runs but once you get decently good at it you get to know which ones are good and which ones are bad.”

Timestamped Shownotes:

  • 0:40 - Introduction of Guests
  • 3:26 - Dave's journey to financial security and leaving the rat race behind
  • 6:17 - Leveraging relationship capital through networking
  • 9:45 - The Five-Phase Approach and Formula for Wealth Building
  • 14:00 - Achieving infinite banking and identifying policies for establishing a liquidity foundation
  • 23:31 - Passive Losses versus Passive Income
  • 31:08 - Building a strong team to effectively execute your business plan
  • 35:10 - Dave's advice for those considering investing in Main Street instead of Wall Street

3 Key Points:

  1. Establishing frameworks to follow a particular set of steps and catapult your wealth trajectory.
  2. You can get leverage from people, not just in investments.
  3. Building wealth is a process. You have to look at it from end to end. The decisions that you are making today are going to impact you over the long run.

Get in Touch:

  • Pantheon Investment- http://PantheonInvest.com
  • The Holistic Wealth Strategy- http://pantheoninvest.com/wealth-strategy
  • The CashFlow Quadrant- https://www.richdad.com/the-cashflow-quadrant
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ and http://thegoldcollarinvestor.com/show9
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today's show, Pancham interviews Sief Khafagi. He is the founder of Techvestor. Techvestor helps accredited real estate investors and professionals passively invest in an emerging asset class of short-term rentals known as Airbnbs focusing on higher-than-average cash flows and lifestyle.

Sief is an ex-techie turned real estate investor who has helped thousands of people diversify into real estate after spending five years working at Facebook, where he built the second-largest engineering organization in the world.

Know more about Sief and how he helped investors acquire the best properties available with his company's proprietary sourcing technology.

Listen and enjoy the show!

Quotes:

"We absolutely build technology, but we invested in growth. I think the biggest advantage we had is we recruited people who are passionate about the space, who are willing to take a chance without knowing what was going to happen next."

Timestamped Shownotes:

  • 0:36 - Pancham introduces Sief
  • 2:45 - Sief working at Facebook and how he landed on real estate investing
  • 4:48 - How he started into short-term rental space
  • 7:42 - Leaving Facebook and focusing on real estate
  • 12:28 - They developed software focused on Airbnbs
  • 17:58 - Fund structure of Airbnb syndications
  • 22:37 - Sief on managing his properties
  • 28:23 - In terms of operational management
  • 38:38 - His first time investing outside of Wall Street
  • 40:08 - Sief's advice for people starting to invest outside Wall Street
  • 41:20 - How can you connect with Sief

3 Key Points:

  1. There is a power in software that can turn real estate adapt to fast-paced technology.
  2. Multi-family and short-term rentals are similar in challenges of operation and scalability, it's just that multi-family is institutionalized
  3. Airbnb syndications don't compete with prizes of hotels, they focus on design, scale, and economics.

Get in Touch:

  • Techvestor Website - https://techvestor.com/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today's show, Pancham interviews Brent Bowers - an investor and coach focusing on buying and selling vacant land.

Brent is an Army officer with over eight years of service, spending lots of time away from his family. He started to invest in real estate to be more present with his wife and children.

Listen as we explore more about Brent and how investing in real estate helped him to spend more time with his family, expands his business, hire a team and help other investors!

Enjoy the show!

Quote:

"We can't just listen to all this gold of information; we must act on it as well."

Timestamped Shownotes:

  • 0:35 - Pancham introduces Brent
  • 2:03 - How he started his journey in land investing
  • 3:51 - Brent's learning journey
  • 9:05 - His first call and his first land deal
  • 16:52 - How is land investing different from single or multi-family real estate?
  • 23:10 - Deals Brent had since he started investing
  • 25:13 - Brent hires a land specialist or realtor in evaluating lands
  • 29:30 - His advice for first-time land buyers
  • 35:24 - One investment that didn't go as planned
  • 38:52 - Brent's advice for people starting to invest outside Wall Street
  • 39:50 - How can you connect with Brent

3 Key Points:

  1. After the education, take a minute to write down the action steps you would take.
  2. In buying and selling land, someone's trash is another one's treasure.
  3. Land is more profitable than other real estates like single or multi-family properties.

Get in Touch:

  • Brent Bowers’ Website - https://www.thelandsharks.com/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In this episode, Pancham interviews Tim Milazzo, co-founder and CEO of StackSource. He identified the market opportunity for a tech-enabled commercial real estate financing platform.

Before StackSource, Tim worked for tech giants Facebook and Google to help expand online advertising.

He comes from a family with a history in real estate. Listen and let's know more about Tim on our podcast!

Listen and enjoy the show!

Quote:

"There are risks associated with trying new opportunities, but you will regret not doing it."

Timestamped Show notes:

  • 0:35 - Pancham introduces Tim Milazzo to the show
  • 2:08 - How he started in StackSource, and his journey before this
  • 5:35 - What StackSource is all about
  • 10:46 - Tim's hard decision to leave the tech giants he worked with
  • 14:20 - Competitors of StackSource in tech-enabled real estate
  • 20:44 - Debt funds are taking more market share than banks now
  • 24:16 - Pricing for StackSource services
  • 30:50 - First time Tim invested outside of Wall Street
  • 31:55 - Fears he had to overcome in his first deal
  • 34:32 - His advice for people starting their investing journey
  • 35:59 - How can you connect with Tim

3 Key Points:

  1. The market has shifted, capital is getting more expensive, and the interest rate has been rising for the last year.
  2. Lenders are getting more cautious when they want less exposure to certain asset types.
  3. Debt funds, defined as private lending vehicles, take more market share than banks nowadays.

Get in Touch:

  • StackSource Website - https://www.wealthwithoutwallstreet.com/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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For today's episode, Pancham interviews Wesley Yates, a commercial real estate syndicator who specializes in multifamily, hospitality, self-storage, mobile home, and RV park assets.

He started his real estate journey in 2019 and had a wide range of experience, from commercial real estate to the financial services industry.

Before his real estate career, Wesley served as an active-duty Marine for nine years and trained over 2,000 individuals for leadership and development roles and recognized by Congressman Ralph Hall for his outstanding character and service to his community.

Know more about Wesley and his goal to reach $1 billion worth of assets and provide opportunities for growth to others.

Listen and enjoy the show!

Quote:

"I'm always looking to better who I'm partnering with and always looking to better myself along the way. That's really how I scaled up so quickly. It's, I didn't argue or fight over the most equity of every deal. I would rather have a little bit of a lot than a lot of a little. That's really what it was."

Timestamped Shownotes:

  • 0:36 - Pancham introduces Wesley Yates
  • 1:52 - How Wesley started in the Marine Corps before getting into real estate
  • 7:03 - Starting on his syndication journey
  • 11:01 - Wesley built teams to raise capital for his investments
  • 18:18 - Finding his better partner in self-storage investment
  • 22:45 - Why did he switch from multifamily to self-storage investing
  • 30:28 - Wesley's first time investing outside of Wall Street
  • 32:11 - One of his investments didn't go as expected
  • 36:48 - His advice for people starting their investing journey
  • 37:41 - How can you connect with Wesley

3 Key Points:

  1. Multifamily syndication is oversaturated.
  2. Self-storage investment is easier to manage because you don't have a living tenant.
  3. One of the most underdeveloped aspects of every team is leadership.

Get in Touch:

  • Military & Patriots Investment Group - linkedin.com/in/wesley-d-yates-98aa5196
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In this episode, Pancham interviews Iven Vian, 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 operational excellence in the execution of his apartment communities and their impact on their surrounding communities.

Learn more about Iven, and his mission is to grow Anthem Apartments to 300 communities and donate USD2.5 million in profits to charity by 2030!

Listen and enjoy the show!

Quote:

"To establish a good relationship with the property manager in the beginning, get to know them and understand them."

Timestamped Shownotes:

  • 0:35 - Pancham introduces Iven Vian
  • 1:47 - Iven's background on what he do before becoming an asset manager
  • 5:50 - How he learned about real estate investing
  • 10:25 - Anthem Capital has acquired 3,000 doors and purchased 19 properties
  • 13:49 - Asset management in terms of renovation and occupancy
  • 21:02 - How does Iven manage tenants' concerns and issues
  • 29:42 - Building a relationship between ownership and property management
  • 33:46 - Iven's first time investing outside of Wall Street
  • 34:07 - Fears he has to overcome
  • 40:17 - How can you connect with Iven

3 Key Points:

  1. There's a way to create long-term generational wealth while serving and working.
  2. Multi-family real estate is a powerful investment vehicle with many benefits more than single-family homes.
  3. Vacancy loss is managed by understanding all the processes of asset management operations.

Get in Touch:

  • Anthem Capital Website - https://anthemcp.com/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today's show, Pancham interviews Brendan Chisholm - principal of BKC Holding, a private equity real estate firm focused on acquiring distressed and value-add multifamily and mixed-use communities.

Brendan holds a degree in Marketing from the Martin J. Whitman School of Management at Syracuse University. He is also a proud father, husband, and investor.

Know more about Brendan and how he plans to shift from being an employee to different companies to focus on multifamily investing and being the lead sponsor for three syndications totaling 169 units!

Listen and enjoy the show!

Quote:

"I just started reading books, listening to the podcast, and giving myself an education on what I needed to do and get into multifamily investing."

Timestamped Shownotes:

  • 0:35 - Pancham introduces Brendan
  • 1:49 - Brendan on how he started being in real estate
  • 4:43 - Preparation to get the first property and contract
  • 6:28 - Brendan's investing goal before finally quitting his job
  • 8:31 - Fears he had to overcome in planning to quit his full-time job
  • 9:55 - In finding the deals
  • 21:20 - Brendan's first time investing outside of Wall Street
  • 22:53 - Fears he has to overcome
  • 24:47 - Advice for people starting their investing journey
  • 25:34 - How can you connect with Brendan

3 Key Points:

  1. Heavy value and distressed deals don't cash flow right away.
  2. Honor timelines and have good discussions with people about the deal.
  3. Multifamily investing is a great way to manage and see the fruits of your labor.

Get in Touch:

  • BKC Holding Website - https://www.bkcholding.com/
  • Brendan Chisholm Website - https://brendanchisholm.com/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today's show, Pancham interviews David Chan - Chief Operating Officer and Founding Team Member of FarmTogether, an accepted platform that makes it simple for everyone to invest in farmland.

David holds a Master of Business Administration (MBA) from Harvard Business School and a Bachelor of Science in Atmospheric Sciences degree from Cornell University - College of Agriculture and Lifescience. He has over seven years of experience in finance and technology crossing agri-business.

Discover more about David and his technology-enable farmland investment platform, FarmTogether. How it started, and how can you be part of it?

Listen and enjoy the show!

Quote:

"You can have a great asset and farm but if there is no one there with the expertise to farm and distribute, you can't achieve its full potential."

Timestamped Shownotes:

  • 0:36 - Pancham introduces David Chan
  • 2:10 - David on how he started in FarmTogether and the idea behind it
  • 6:27 - He joined an agro-business private equity group
  • 7:47 - What is FarmTogether?
  • 11:19 - FarmTogether's process of offering lands
  • 20:23 - David on asset management and property management
  • 29:24 - Process of distribution of actual farm products
  • 35:13 - Farmland needs a long-term hold period.
  • 41:24 - David's first time investing outside of Wall Street
  • 42:06 - Fear he had to overcome
  • 43:53 - Advice for people starting their investing journey
  • 46:00 - How can you connect with David

3 Key Points:

  1. Agriculture is an industry at the intersection of investment and climate.
  2. Agriculture is an industry that many people take for granted and are under-invested.
  3. Farmland is a long-term hold. The only way to capture much value is to hold the asset long enough.

Get in Touch:

  • FarmTogether Website - https://farmtogether.com/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In this episode, Pancham interviews Andrew Leedom - CEO and founder of Self Storage Stewardship.

Andrew earned his master's degree in Civil Engineering from Virginia Tech and practiced as a structural engineer for 12 years before stepping away from engineering to focus on commercial real estate.

Let us know how Andrew got the courage to quit his job to invest full-time, particularly in managing self-storage properties. Let us also discover his journey from his first investment in residential multi-family in 2015 before transitioning to self-storage.

Listen and enjoy the show!

Quote:

"If it is something that you desire to do, you can do it. There are roadmaps that plenty of people have done it."

Timestamped Shownotes:

  • 0:36 - Pancham introduces Andrew Leedom to the show
  • 1:43 - How Andrew started in Self-Storage stewardship
  • 4:56 - Mindset struggle in quitting his full-time job
  • 9:08 - Andrew's first step in his self-storage journey
  • 10:17 - His first deal in commercial real estate
  • 17:03 - Advice for those who want to start a self-storage business
  • 21:29 - First time Andrew invested outside of Wall Street
  • 21:43 - Fears he had to overcome in his first deal
  • 23:30 - His advice for people starting their investing outside of Wall Street

3 Key Points:

  1. Self-storage fits the model of having the ability to have a simple business and can run things remotely.
  2. Self-storage has a resistant nature to recession.
  3. Self-storage is like owning a small business with involvement on the active and the passive side.

Get in Touch:

  • Andrew Leedoml Email - andrew@selfstoragestewardship.com
  • Self Storage Stewardship - https://selfstoragestewardship.com/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In this episode, Pancham interviews Joey Mure - founder and partner at Wealth Without Wall Street.

Joey dreamed of becoming an orthopedic surgeon at the age of 10, but fate landed him in a mortgage business for 11 years, moved into finance in 2014. He hopes to be remembered as a lover of Jesus, a devoted husband, and a faithful father.

With his experience in influencing and empowering people in investing outside of Wall Street, let us know how he found his investor DNA and what the infinite banking concept means! Let us also know how Joey brings impact, integrity, and generosity to his company and people!

Listen and enjoy the show!

Quote:

"If you cannot think of what you would do with all the free time if you did not have to clock into work tomorrow, then you need to start dreaming again. Because at some point, 5, 10, 15 years into your career, I believe people turn off the creativity of what could be possible for their lives.”

Timestamped Shownotes:

  • 0:36 - Pancham introduces Joey Mure to the show
  • 2:22 - How Joey started his investing journey
  • 6:41 - His journey from working in the mortgage business to being an investor
  • 12:00 - Joey talks about the Cash Value Life Insurance
  • 17:30 - The Investor's DNA profile and DISC assessment
  • 25:07 - First time Joey invested outside of Wall Street
  • 26:30 - Fears he had to overcome in his first deal
  • 27:15 - Joey's investor DNA
  • 32:17 - His advice for people starting their investing journey
  • 34:03 - How can you connect with Joey

3 Key Points:

  1. Once you start putting capital into a location you own and control, it will ask you to do something with it. That's the time you become an investor.
  2. When you put yourself in the position of liquidity, you can make risky choices that could be far-reaching down the road.
  3. You have a specific way you need to look at your investing that doesn't apply to everybody else.

Get in Touch:

  • Wealth Without Wall Street - https://www.wealthwithoutwallstreet.com/
  • The Gold Collar Investor Banking - https://thegoldcollarinvestorbanking.com/bankingshow
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today's show, Pancham interviews Charlotte Dunford - Managing Partner of Johns Creek Capital, an investment managing company focusing on mobile home park investments.

Charlotte graduated from the Georgia School of Technology with a business degree in analytics and technology. She is also a certified associate in project management and speaks fluent Mandarin.

Let us know more about how her strong drive and taking the risk to quit her corporate job in 2019 led her to succeed in building her own company and have a total investor subscription of over $5M.

Listen and enjoy the show!

Quote:

"Because, for me, time is money. The longer I was on the wrong track per se in the corporate world, the less time I've left for myself in the right track. So, I just decided to quit."

Timestamped Shownotes:

  • 0:34 - Pancham introduces Charlotte Dunford
  • 1:52 - Charlotte on how she started her investing journey
  • 4:41 - Realizing that she needs to quit her corporate job
  • 6:50 - Charlotte's struggle in making that tough decision
  • 8:44 - What is a mobile home park?
  • 15:08 - How do you classify mobile home parks?
  • 17:45 - Buy right using the parameters
  • 21:54 - Go for mobile home parks investment but not on the mobile home itself
  • 23:26 - Charlotte's advice for people starting their investing journey
  • 24:13 - How can you connect with Charlotte

3 Key Points:

  1. Calculate risk and choose a career path for yourself.
  2. The longer you are on the wrong track, the less time you have in the right direction.
  3. Choose a sector where you can implement a blue ocean strategy where there are not a lot of competitors.

Get in Touch:

  • Johns Creek Capital - https://johnscreekcapital.com/
  • The Gold Collar Investor Banking - https://thegoldcollarinvestorbanking.com/bankingshow
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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For today's episode, Pancham interviews Adam Jason - partner of Legacy Group, who joined in 2017 after eight years practicing law in the United States.

Adam, after graduating from law school worked for two international law firms and advised the world's leading investment banks like JP Morgan and Citibank, among others. He specializes in corporate finance, corporate governance, and securities regulation, helping companies and investment banks with IPOs and offering debt and equity securities.

Let us discover Adam's journey from being a corporate lawyer moving to Colombia, and starting a successful coffee company! Let us also know how he got the courage to completely part ways with the life he had always seen to start something new.

Listen and enjoy the show!

Quote:

"Everybody is so traditional, but if you are willing to do something different and make something of it, you have a story to tell."

Timestamped Shownotes:

  • 0:37 - Pancham introduces Adam Jason
  • 2:14 - Adam talked about how he started his investing and entrepreneurial journey in Colombia.
  • 7:19 - What are the challenges Adam had when he first moved to Colombia and left his job?
  • 9:40 - Adam being a partner of Legacy Group and his flagship product, "Green Coffee Company."
  • 16:06 - Aggregating land as the start of his coffee company
  • 22:27 - Green Coffee Company's workforce
  • 25:00 - Distribution and partnership with other companies
  • 30:32 - Adam's first time investing outside of Wall Street
  • 31:53 - One of his investments didn't go as expected
  • 33:00 - Adam's advice for people starting their investing journey
  • 34:44 - How can you connect with Adam

3 Key Points:

  1. There are plenty of opportunities for the ultra-high network, but difficult to get direct access to private businesses with good upside.
  2. Focus on an industry that is significant in the country where you are starting your business.
  3. Find alternative investments that are meaningful for you.

Get in Touch:

  • Legacy Group - https://legacy-group.co/
  • The Gold Collar Investor Banking - https://thegoldcollarinvestorbanking.com/bankingshow
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today's show, Pancham interviews Jeremy Roll - founder and President of Roll Investment Group and co-founder of a non-profit organization launched in 2007.

Jeremy, a full-time passive investor for 15 years, helped more than 1,500 investors manage cash flow and investments in real estate and other businesses. He is currently an investor in more than 60 opportunities across more than $1 billion of real estate and business assets.

Being a repeat guest who has been in the podcast during the peak of the pandemic, let us know what has changed since then up to now in the investing market. In addition, let us also hear Jeremy's outlook for 2023 and more of his investing journey!

Listen and enjoy the show!

Quote:

"If people choose to wait right now but they're brand new, it's the best time. Because as prices are adjusting, you could spend your time learning. Then when you learn it enough, you can then deploy your capital."

Timestamped Shownotes:

  • 0:49 - Pancham introduces Jeremy Roll to the show
  • 3:40 - How Jeremy started his investing journey from his last corporate job
  • 7:53 - What has changed since the pandemic, and what is Jeremy's outlook for the future in the market?
  • 11:58 - Other investment options in an inflationary time
  • 14:02 - Two comfortable investments Jeremy have amidst the price depreciation
  • 22:18 - Revenues for properties will be flat or lower
  • 26:43 - Jeremy's insight on the political spectrum in inflation
  • 30:54 - Latest number on his projects and investment deals
  • 33:05 - Advice for people who want to start on a real estate investing journey
  • 35:48 - Resources where people can learn about investing

3 Key Points:

  1. The interest rate was the first to drop, harming investors as asset prices are causing challenges.
  2. Property revenues are more likely to be flat or lower, and expenses will continue to go up.
  3. As prices adjust, one can spend time learning, and when one learns enough, one can already deploy their capital.

Get in Touch:

  • Jeremy Roll Email - jroll@rollinvestments.com
  • The Gold Collar Investor Banking - https://thegoldcollarinvestorbanking.com/bankingshow
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today's show, Pancham interviews Dr. Pranay Parikh - a physician, civil entrepreneur, online host and creator, and president of the Ascent Equity Group.

His unconventional journey to medicine helped him learn the skills to excel in entrepreneurship. Dr. Pranay helped hundreds of physicians launch their businesses with his online coaching. His goal is to help launch 10,000 physician-led businesses!

Is it possible to engage in real estate while having a full-time job? How did Dr. Pranay Parikh excel in entrepreneurship and real estate from being a full-time and dedicated physician? Listen as he shares how he got into real estate while working full-time and discover how it is a great way to create wealth.

Listen and enjoy the show!

Quote:

"How can I make a larger impact? That is by helping doctors become financially free. Now, if I helped thousands of doctors, I'm helping thousands and millions of patients."

Timestamped Shownotes:

  • 0:35 - Pancham introduces Dr. Pranay Parikh to the show
  • 1:49 - How he got into real estate from being a physician
  • 6:28 - Dr. Pranay's advice for full-time workers and his passion for real estate
  • 11:11 - Three things syndication companies do
  • 15:10 - Psychological transition he had of shifting from the medical field to real estate
  • 18:38 - Why do doctors make great entrepreneurs?
  • 22:28 - Focusing on less Value-Add Real Estate
  • 25:43 - Importance of giving trust to the people you are working with
  • 29:15 - Overcoming his fear before buying a property
  • 30:49 - One investment he had that did not work out as expected
  • 31:51 - "Connect with trustworthy people and those who share the same goals and values."
  • 32:24 - How can you connect with Dr. Pranay

3 Key Points:

  1. The chance of losing all of your money in real estate is low, so it is worth trying for people who want to explore this investment.
  2. Syndication companies do three things: Acquisitions, Asset Management, and Raising Money.
  3. In medicine, doctors are very conservative in the treatments they do, but in entrepreneurship, failure is part of the process.

Get in Touch:

  • Ascent Equity Group - https://ascentequitygroup.com/
  • The Gold Collar Investor Banking - https://thegoldcollarinvestorbanking.com/bankingshow
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Book:

  • Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194

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In today’s show, Pancham interviews Ryan Hill - mobile home parks owner, operator, and chief operating officer of Suncrest Capital LLC.

Leaving his safety net behind was his best decision ever made. With over 19 investments in communities, 13 years of experience, and over $50 million in assets under management, he continues to drive operational efficiency in each community and continues to satisfy clients, investors, and tenants!

What are mobile home parks? How do we analyze and manage these deals? What makes it different from RV parks? Does it generate good cash flow? Get the answers to these and more as he shares all about mobile home parks! Don’t miss out as he’ll also share his mindset shift on leaving his career in education to take a leap at real estate investing.

Listen and enjoy the show!

Quote:

“To get where we want to as a family financially and be able to give back and help other people the way that we want to and to support our family - this was the decision that we made and so far it's been a great one.”

Timestamped Shownotes:

  • 0:39 - Pancham introduces Ryan to the show
  • 1:38 - On educating himself on mobile home parks investments
  • 7:29 - Insights learned from his first mobile home park investment
  • 14:14 - Scaling up through vertical integration with the property management
  • 17:54 - His current criteria when analyzing his potential investments
  • 21:20 - RV parks and how they differ from mobile home parks
  • 24:36 - Bible reading, workouts, and office calls to headstart his day
  • 26:45 - Taking the Leap Round
  • 26:45 - House hacking as his 1st leap into real estate investing
  • 27:19 - Overcoming his fear of not understanding how investments work
  • 28:17 - Why his 3-fund portfolio did not work out as expected
  • 30:01 - Importance of networking and having trust
  • 31:12 - How you can connect with Ryan

3 Key Points:

  1. Having an investing partner who has different skill sets and making the right connections would help with complementing your own skill set.
  2. Managing 19 parks or 140 parks makes little difference and takes the same amount of time, thus it's ideal to scale up to optimize potential income flow.
  3. Automated systems make it easier to manage these investments as it allows you to focus on other aspects such as communication.

Get in Touch:

  • Suncrest Capital Website - https://www.suncrestcap.com/
  • The Gold Collar Investor Banking - https://thegoldcollarinvestorbanking.com/bankingshow
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Book:

  • Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194

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In today’s show, Pancham interviews K. Trevor Thompson - entrepreneur, real estate investor, syndicator, and founder of Niagara Investments.

  1. Trevor’s achievements are no joke - 47 years in the attraction and entertainment industry, 20 years working with iFLY Indoor Skydiving, invested in 20 deals, and a diverse portfolio that includes investments in a retail strip mall, a medical office building, land development, and more!

With tons of investing experience, you’ll certainly from this episode as he shares his various entrepreneurial adventures before he discovered that real estate is the real deal! He'll also share his favorite asset class, investing in the entertainment sector, the value of a skilled operator, and the advantages of passive investments.

Listen and enjoy the show!

Quote:

“The more I learned about real estate investing, the more I just got hooked on it. And you know, I could see the power of it. And what they say, right? 90% of all millionaires were created through real estate.”

Timestamped Shownotes:

  • 0:40 - Pancham introduces Trevor to the show
  • 1:48 - Understanding passive investing and creating wealth through real estate
  • 9:21 - Differentiating active and passive investing by its risks
  • 10:32 - How investing in the entertainment industry works
  • 13:29 - The benefits of investing in different asset classes
  • 16:30 - His take on real estate investing amidst the current market shift
  • 24:14 - Education and hard work as the first steps to getting started in real estate
  • 28:51 - Taking the Leap Round
  • 28:51 - Real estate apartment as his first passive investment
  • 29:03 - Overcoming his fear of investing in a completely different asset
  • 29:56 - Why his 2nd real estate investment did not go as expected
  • 31:08 - Why real estate investing is like betting on a horse race
  • 32:00 - How you can connect with Trevor

3 Key Points:

  1. Be careful investing with someone you first get started in real estate investing. Once you found somebody that you can trust, the deals can do well.
  2. Having a diversified investment portfolio could help minimize the risks as each asset class has its own benefits and market trends change from time to time.
  3. Prioritize getting educated to get started in real estate investing. There are a lot of platforms that could help you do so such as meetups, online courses, and the like.

Get in Touch:

  • Trevor Thompson Email - ktt@niagara-investments.com
  • Trevor Thompson LinkedIn - ​​https://www.linkedin.com/in/ktrevorthompson/
  • Niagara Investments LLC Website - https://www.niagara-investments.com/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194
  • Passive Investing In Commercial Real Estate: Insider secrets to achieving financial independence by James Kandasamy - https://www.amazon.com/Passive-Investing-Commercial-Real-Estate-ebook/dp/B07MYCK56B

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In today’s show, Pancham interviews K. Trevor Thompson - entrepreneur, real estate investor, syndicator, and founder of Niagara Investments.

  1. Trevor’s achievements are no joke - 47 years in the attraction and entertainment industry, 20 years working with iFLY Indoor Skydiving, invested in 20 deals, and a diverse portfolio that includes investments in a retail strip mall, a medical office building, land development, and more!

With tons of investing experience, you’ll certainly from this episode as he shares his various entrepreneurial adventures before he discovered that real estate is the real deal! He'll also share his favorite asset class, investing in the entertainment sector, the value of a skilled operator, and the advantages of passive investments.

Listen and enjoy the show!

Quote:

“The more I learned about real estate investing, the more I just got hooked on it. And you know, I could see the power of it. And what they say, right? 90% of all millionaires were created through real estate.”

Timestamped Shownotes:

  • 0:40 - Pancham introduces Trevor to the show
  • 1:48 - Understanding passive investing and creating wealth through real estate
  • 9:21 - Differentiating active and passive investing by its risks
  • 10:32 - How investing in the entertainment industry works
  • 13:29 - The benefits of investing in different asset classes
  • 16:30 - His take on real estate investing amidst the current market shift
  • 24:14 - Education and hard work as the first steps to getting started in real estate
  • 28:51 - Taking the Leap Round
  • 28:51 - Real estate apartment as his first passive investment
  • 29:03 - Overcoming his fear of investing in a completely different asset
  • 29:56 - Why his 2nd real estate investment did not go as expected
  • 31:08 - Why real estate investing is like betting on a horse race
  • 32:00 - How you can connect with Trevor

3 Key Points:

  1. Be careful investing with someone you first get started in real estate investing. Once you found somebody that you can trust, the deals can do well.
  2. Having a diversified investment portfolio could help minimize the risks as each asset class has its own benefits and market trends change from time to time.
  3. Prioritize getting educated to get started in real estate investing. There are a lot of platforms that could help you do so such as meetups, online courses, and the like.

Get in Touch:

  • Trevor Thompson Email - ktt@niagara-investments.com
  • Trevor Thompson LinkedIn - ​​https://www.linkedin.com/in/ktrevorthompson/
  • Niagara Investments LLC Website - https://www.niagara-investments.com/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194
  • Passive Investing In Commercial Real Estate: Insider secrets to achieving financial independence by James Kandasamy - https://www.amazon.com/Passive-Investing-Commercial-Real-Estate-ebook/dp/B07MYCK56B

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In today’s show, Pancham interviews Leka Devatha - real estate developer, broker, and president of Rehabit Homes, Inc.

Leka knew she wanted to be her own boss, and she immediately recognized that real estate investing is the best way to get started! Today, she has hundreds of transactions, has developed about $100 million in real estate, and is giving back to the community by teaching that there are other ways to create wealth.

She is ready to help you break out of Wall Street investments as she reveals her 8 years of investing experience, the investor mindset, and more! She’ll also talk about the struggles with her 1st house flip, diversifying her rental portfolio, and building her networks and community.

Listen and enjoy the show!

Quote:

“I am so ready to demolish some orthodox ways of thinking and really help people understand that there's multiple ways to create wealth.”

Timestamped Shownotes:

  • 0:39 - Pancham introduces Leka to the show
  • 2:15 - On starting her entrepreneurial path through house-flipping
  • 6:53 - Building networks and learning about investing one step at a time
  • 8:50 - Why getting started with house flipping is her best decision ever (even if she was at a net loss!)
  • 13:27 - Scaling up her house-flipping business and her investments
  • 15:07 - On focusing on buying, stabilizing, and holding properties
  • 17:00 - The importance of establishing mutually beneficial connections
  • 23:20 - Creating passive income as her most uncomfortable goal
  • 24:13 - The morning routine that helped her be more productive
  • 27:10 - Taking the Leap Round
  • 27:10 - Her craft baking business as her first investment
  • 27:56 - On having no fears when she first started her business
  • 28:26 - How she got her biggest loss in real estate house flipping
  • 29:58 - Why you should take massive actions and get practical experience
  • 31:34 - How you can connect with Leka

3 Key Points:

  1. Building your network is essential for success as a real estate investor since it would help you gain investing opportunities and provide value.
  2. It is normal to fail and lose money in your first few deals because it will be a learning experience and you will be able to assess and analyze deals better.
  3. Find mutually beneficial partnerships where people are actively investing and provide value-add to their deals.

Get in Touch:

  • Rehabit Homes Website - https://www.rehabithomes.com/
  • Leka Devatha Instagram - https://www.instagram.com/leka_devatha/
  • Leka Devatha LinkedIn - https://www.linkedin.com/in/leka-devatha-5616bb185/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Shane Brooks - project engineer, and partner with Wild Oak Capital.

Shane Brooks embodies the concept of work-life balance. How did he manage his investments as a real estate investor while working as a project engineer for a midstream company? Through effective time management!

In this episode, learn from his experience as he shares how he was able to pursue two of his dreams! He'll also unpack his knowledge and investing mindset as he shares his current portfolio, where he focuses on his investments, and why he still continues to invest amidst the current market status.

Listen and enjoy the show!

Quote:

“My focus was always kind of growing that kind of your W2 career, but I knew that I wanted to also build both sides streams.”

Timestamped Shownotes:

  • 0:38 - Pancham introduces Shane to the show
  • 1:38 - On pursuing engineering and real estate investing at the same time
  • 5:17 - The importance of time management and generating productive work
  • 10:57 - Qualities he looks for in markets and investment properties
  • 12:59 - On having consistent deal flow amidst the current market status
  • 15:31 - How his morning routine helped him to be more productive
  • 18:37 - Taking the Leap Round
  • 18:37 - House hacking a condo as his first investment property
  • 19:54 - How he overcame his investing fears
  • 21:35 - How management issues damaged his 6-unit investment property
  • 23:14 - Why you should align your goals and aspirations to your plans
  • 24:32 - How you can connect to Shane

3 Key Points:

  1. Practicing proper time management helps you maximize your time, achieve time freedom, and generate productive work rather than unknowingly wasting time.
  2. Looking for deals that would fit your metrics and be able to provide value-add in the properties is one way to achieve growth in the real estate industry.
  3. Even if there are a lot of events happening in the market right now, buying deals is still ideal as there is still consistent deal flow.

Get in Touch:

  • Shane Brooks - shane@wildoakcapital.com
  • Wild Oak Capital Website - https://www.wildoakcapital.com/
  • The Real Estate Mindset Podcast - https://www.wildoakcapital.com/podcast/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Rob Beardsley - principal of Lone Star Capital, and author of “The Definitive Guide to Underwriting Multifamily Acquisitions” and “Structuring and Raising Debt & Equity for Real Estate”.

Dropping out of college was not on his to-do list, but after learning about real estate investing, he knew he made the right choice to not finish his degree and to get started on pursuing multifamily investments and establishing Lone Star Capital with his business partner! Now, he has acquired over $300M of multifamily real estate and has evaluated thousands of opportunities using his own underwriting models.

In this episode, learn what really happens behind the scenes in multifamily acquisitions and acquire essential skills as he shares the importance of the underwriting process and structuring the right debt and equity. Don’t miss out as he’ll also provide worksheets, step-by-step guides, and free underwriting models that could help you get started!

Listen and enjoy the show!

Quote:

“It was this idea of taking one unit and going to 100 and then turning it instead of a flip, but into a scalable long-term equity building kind of theme which really resonated with me a lot more and drove me to actually start my company with my business partner.”

Timestamped Shownotes:

  • 0:40 - Pancham introduces Rob to the show
  • 1:54 - On dropping out of college and building Lone Star Capital
  • 6:38 - How business partnerships are similar to romantic relationships
  • 9:06 - Building your underwriting skills and structuring the right debt and equity through his books
  • 13:37 - Understanding debt as the biggest source of risk when investing
  • 17:07 - On looking for new acquisitions amidst current market trends
  • 20:26 - Making investment decisions based on your objectives
  • 29:58 - Taking the Leap Round
  • 29:58 - His first investment property outside of Wall Street
  • 31:05 - What he learned from his investing fears that came true
  • 32:18 - How his investment did not work as expected
  • 35:28 - Patience as an important quality when you first start investing
  • 36:19 - How you can connect with Rob

3 Key Points:

  1. When building partnerships, it’s best if you both have different skills that complement each other instead of having the exact same skill sets.
  2. Identifying quality deals for acquisition and being able to structure the right debt and equity to optimize returns are 2 important skills for a real estate investor.
  3. Understanding debt and the nuances that might make or break a deal is beneficial, and it can be a good approach for passive investors to vet deals.

Get in Touch:

  • Lone Star Capital Website - https://lscre.com/
  • Get your FREE copy of the underwriting model at https://lscre.com/model
  • Rob Beardsley LinkedIn - https://www.linkedin.com/in/rob-beardsley/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • The Definitive Guide to Underwriting Multifamily Acquisitions: Develop the skills to confidently analyze and invest in multifamily real estate by Rob Beardsley - https://www.amazon.com/dp/B088B6DPGY/ref=cm_sw_r_api_i_F6CVPDHKJKV4PT8F87YF_0
  • Structuring and Raising Debt & Equity for Real Estate by Rob Beardsley - https://www.amazon.com/dp/B0BF31GJX3/ref=cm_sw_r_api_i_VQ724WTYWWEPMJ9FPNCN_0

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In today’s show, Pancham interviews Arthur Drozd - president at SDS Realty Corp & ReadyLendGo.Com

Having experience in commercial real estate for over 13 years, he now knows the ins and outs of the business and how to analyze deals in order to gain passive income streams! Today, he continues to revitalize neighborhoods, and provide value-added properties by operating his real estate investment firm.

In this episode, learn from his experience as he reveals the properties and markets he has invested in. You certainly don't want to miss out on this episode as he shares investment strategies, focusing on affordable markets, finding the best financing available for them through an online commercial lending aggregator, and more!

Listen and enjoy the show!

Quote:

“Buying the right property in the right market at the right price is important, but how you structure your finances and how you structure deals is also very important.”

Timestamped Shownotes:

  • 0:39 - Pancham introduces Arthur to the show
  • 6:25 - On pursuing real estate investing and understanding rental markets
  • 13:51 - Using 1031 exchange in three states and four different cities
  • 22:57 - His current investing strategy and markets that he’s investing in
  • 24:43 - Automating real estate financing systems by creating his own aggregator
  • 27:45 - The right time to buy an investment property and using no prepayment penalty loans
  • 34:14 - Taking the Leap Round
  • 34:14 - Auctions as his first investments outside of Wall Street
  • 42:17 - Overcoming his fears through starting and learning from mistakes
  • 46:03 - Investment deals that didn’t work out as expected
  • 48:33 - Why you should start taking the first step in investing
  • 49:24 - How you can connect with Arthur

3 Key Points:

  1. When you first want to get started in real estate investing, always start with small investment properties and then grow and invest in larger properties from there.
  2. ReadyLendGo helps with your commercial real estate financing as the platform provides you with financing options that you can work with based on the provided data.
  3. Every single deal is different, so if the property is in the right market and has the potential to increase in rent then you should go ahead and invest in it.

Get in Touch:

  • ReadyLendGo Website - https://readylendgo.com/
  • Arthur Drozd LinkedIn - https://www.linkedin.com/in/arthur-drozd-459b8142/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Alan Donenfeld - founder and General Partner of Paragon Capital, and founder of CityVest.

After working inside of Wall Street and investing in the stock market, he realized that the best investments are actually made outside of Wall Street! With his entrepreneurial spirit, Alan was able to start his own firm and created an online investment marketplace that has helped investors by providing access to those real estate private equity fund investments.

In this episode, learn from the best as he shares why he chose to start investing in real estate private equity fund investments, why it’s an attractive investment, the reason why he started CityVest, and why it’s a good time to invest right now.

Listen and enjoy the show!

Quote:

“I ran a stock fund for about 12 years and wasn't really enjoying investing in this stock market and realize that there are numerous indicators from very wealthy investors that real estate is one of the best, least risky, least volatile investments.”

Timestamped Shownotes:

  • 0:41 - Pancham introduces Alan to the show
  • 2:07 - From working on Wall Street to venturing out into private equity funds
  • 5:17 - On providing access to the best funds and investments through CityVest
  • 8:21 - Why investing in real estate private equity funds is better
  • 13:51 - His thoughts on what the golden goose in the investing field is
  • 18:56 - Investing amidst headwinds and why it’s a good hedge against inflation
  • 28:48 - Taking the Leap Round
  • 28:48 - Ground floor condominium as his first real estate investment
  • 29:41 - Overcoming his fears and hurdles on his first acquisition
  • 30:35 - How his residential condominium investment didn’t go as expected
  • 32:10 - Why you should get into real estate investing right now
  • 36:14 - How you can connect with Alan

3 Key Points:

  1. Even if it’s a long, slow growth, investing in real estate has steady growth and can help you build and increase the value of your portfolio.
  2. The golden goose in the investing field would be investing in real estate, in real estate private equity funds, and in real estate private equity funds on the residential housing side.
  3. If your goal for investing is diversification, a real estate private equity fund is a good investment strategy for you.

Get in Touch:

  • CityVest Website - https://www.cityvest.com/
  • Alan Donenfeld Email - alan@cityvest.com
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Paul Moore - founder and managing partner of Wellings Capital, and author of Storing Up Profits: Capitalize on America's Obsession with STUFF by Investing in Self-Storage and The Perfect Investment: Create Enduring Wealth from the Historic Shift to Multifamily Housing.

Paul began investing in real estate after selling his company to a publicly traded firm. From speculating transactions to going as a full-time investor, the two-time finalist for Michigan Entrepreneur of the Year has launched investment and development firms and has completed over 100 commercial and residential investments and exits!

The ultimate investing rock star is ready to unpack his wealth of knowledge as he explains how he started his investing journey and how he got to where he is today. Don’t miss out as he shares his life lessons, principles, and the perfect wealth-building opportunities to look out for!

Listen and enjoy the show!

Quote:

“I believe that the greatest wealth-building opportunities are always to those who patiently invest.”

Timestamped Shownotes:

  • 0:41 - Pancham introduces Paul to the show
  • 2:54 - From speculator to being a full-time real estate investor
  • 7:29 - Why he pivoted away from investing in multifamily properties
  • 15:48 - The perfect asset class for him that you can look out for
  • 18:28 - RV parks trends and why they are currently the best investment
  • 23:21 - On applying and learning from Warren Buffett's principles
  • 28:27 - How his morning routine helped with his productivity
  • 32:46 - Taking the Leap Round
  • 32:46 - Coffee makers and house flipping as his first investments
  • 34:48 - His fears when he first started house flipping in 2000
  • 36:16 - Why his 3 mobile home park investments did not work out
  • 39:04 - Why you should stay focused and invest with the best experts
  • 42:05 - How you can connect and get your free resources from Paul

3 Key Points:

  1. Investing in real estate properties outside Wall Street is one way to build wealth and earn high returns.
  2. There are many asset classes to watch for and invest in because current trends indicate that they could generate a lot of wealth in the near future.
  3. There is a significant increase in the production of RV parks and people who want to go camping thus, investing in RV parks is expected to yield promising returns.

Get in Touch:

  • Paul Moore Email - paul@wellingscapital.com
  • Get access to free eCourse and free eBooks at https://www.wellingscapital.com/resources
  • Wellings Capital Website - https://www.wellingscapital.com/
  • How to Lose Money Podcast - https://podcasts.apple.com/us/podcast/how-to-lose-money/id1170805348
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • Storing Up Profits: Capitalize on America's Obsession with STUFF by Investing in Self-Storage by Paul Moore - https://www.amazon.com/Storing-Profits-Capitalize-Obsession-Self-Storage/dp/1947200488
  • The Perfect Investment: Create Enduring Wealth from the Historic Shift to Multifamily Housing by Paul Moore - https://www.amazon.com/Perfect-Investment-Enduring-Historic-Multifamily/dp/153700395X
  • 80/20 Sales and Marketing: The Definitive Guide to Working Less and Making More by Perry Marshall - https://www.amazon.com/80-20-Sales-Marketing-Definitive/dp/1599185059
  • The Forgotten Way Meditations: The Path of Yeshua for Power and Peace in This Life by Ted Dekker - https://www.amazon.com/Forgotten-Way-Meditations-Yeshua-Power/dp/0996812407
  • The 49th Mystic (Beyond the Circle) by Ted Dekker - https://www.amazon.com/49th-Mystic-Beyond-Circle/dp/0800729781

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In today’s show, Pancham interviews Paul Moore - founder and managing partner of Wellings Capital, and author of Storing Up Profits: Capitalize on America's Obsession with STUFF by Investing in Self-Storage and The Perfect Investment: Create Enduring Wealth from the Historic Shift to Multifamily Housing.

Paul began investing in real estate after selling his company to a publicly traded firm. From speculating transactions to going as a full-time investor, the two-time finalist for Michigan Entrepreneur of the Year has launched investment and development firms and has completed over 100 commercial and residential investments and exits!

The ultimate investing rock star is ready to unpack his wealth of knowledge as he explains how he started his investing journey and how he got to where he is today. Don’t miss out as he shares his life lessons, principles, and the perfect wealth-building opportunities to look out for!

Listen and enjoy the show!

Quote:

“I believe that the greatest wealth-building opportunities are always to those who patiently invest.”

Timestamped Shownotes:

  • 0:41 - Pancham introduces Paul to the show
  • 2:54 - From speculator to being a full-time real estate investor
  • 7:29 - Why he pivoted away from investing in multifamily properties
  • 15:48 - The perfect asset class for him that you can look out for
  • 18:28 - RV parks trends and why they are currently the best investment
  • 23:21 - On applying and learning from Warren Buffett's principles
  • 28:27 - How his morning routine helped with his productivity
  • 32:46 - Taking the Leap Round
  • 32:46 - Coffee makers and house flipping as his first investments
  • 34:48 - His fears when he first started house flipping in 2000
  • 36:16 - Why his 3 mobile home park investments did not work out
  • 39:04 - Why you should stay focused and invest with the best experts
  • 42:05 - How you can connect and get your free resources from Paul

3 Key Points:

  1. Investing in real estate properties outside Wall Street is one way to build wealth and earn high returns.
  2. There are many asset classes to watch for and invest in because current trends indicate that they could generate a lot of wealth in the near future.
  3. There is a significant increase in the production of RV parks and people who want to go camping thus, investing in RV parks is expected to yield promising returns.

Get in Touch:

  • Paul Moore Email - paul@wellingscapital.com
  • Get access to free eCourse and free eBooks at https://www.wellingscapital.com/resources
  • Wellings Capital Website - https://www.wellingscapital.com/
  • How to Lose Money Podcast - https://podcasts.apple.com/us/podcast/how-to-lose-money/id1170805348
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • Storing Up Profits: Capitalize on America's Obsession with STUFF by Investing in Self-Storage by Paul Moore - https://www.amazon.com/Storing-Profits-Capitalize-Obsession-Self-Storage/dp/1947200488
  • The Perfect Investment: Create Enduring Wealth from the Historic Shift to Multifamily Housing by Paul Moore - https://www.amazon.com/Perfect-Investment-Enduring-Historic-Multifamily/dp/153700395X
  • 80/20 Sales and Marketing: The Definitive Guide to Working Less and Making More by Perry Marshall - https://www.amazon.com/80-20-Sales-Marketing-Definitive/dp/1599185059
  • The Forgotten Way Meditations: The Path of Yeshua for Power and Peace in This Life by Ted Dekker - https://www.amazon.com/Forgotten-Way-Meditations-Yeshua-Power/dp/0996812407
  • The 49th Mystic (Beyond the Circle) by Ted Dekker - https://www.amazon.com/49th-Mystic-Beyond-Circle/dp/0800729781

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In today’s show, Pancham interviews Kevin Dureiko - founder and fund manager of Birch and Dobson LLC.

Growing up, he watched, helped, and learned from his father's investment portfolio, and he got to explore real estate investing! Today, he is now sourcing property-secured investments with expected returns while actively raising capital and investing in single-family home buildings!

In this episode, explore different investing niches as he shares his own approach to buying private debt and how he uses judgment as his assets! He’ll also share his mindset on what started Birch and Dobson LLC and what you’ll need if you wanted to start your private lending firm.

Listen and enjoy the show!

Quote:

“I thought it was incredibly interesting that you could buy money for less than what it was worth. And that concept just boggled my mind to where you could buy a dollar for $0.20.”

Timestamped Shownotes:

  • 0:37 - Pancham introduces Kevin to the show
  • 2:03 - How his father helped him discover the power of real estate
  • 4:26 - On buying private debts and using judgment as his assets
  • 9:55 - How private lending works and the criteria used to screen people
  • 12:49 - What makes Birch Dobson unique from other lending companies
  • 17:14 - Constant communication as the key factor in fund investments
  • 23:50 - How having clarity in the morning is advantageous to his success
  • 26:36 - Taking the Leap Round
  • 26:36 - First investments he made outside of Wall Street
  • 27:08 - How a little bit of faith helped him overcome his fears
  • 27:57 - Why his investments with his father did not go as expected
  • 29:04 - Why you should prioritize learning where you're putting your money
  • 29:48 - How you can connect with Kevin

3 Key Points:

  1. Judgment is a contract that can be used as an asset when you would be starting your private real estate investment fund.
  2. Buying private debt helps both parties as it will offer a discount to the people in need and at the same time be able to provide returns to the investors.
  3. When working with others, you should be able to communicate effectively with those in charge of your money and know their involvement in those investments.

Get in Touch:

  • Birch Dobson LLC Website - https://www.birchdobson.com/
  • Kevin Dureiko Contact No. - (860) 990-3030
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

View Details

In today’s show, Pancham interviews Kevin Dureiko - founder and fund manager of Birch and Dobson LLC.

Growing up, he watched, helped, and learned from his father's investment portfolio, and he got to explore real estate investing! Today, he is now sourcing property-secured investments with expected returns while actively raising capital and investing in single-family home buildings!

In this episode, explore different investing niches as he shares his own approach to buying private debt and how he uses judgment as his assets! He’ll also share his mindset on what started Birch and Dobson LLC and what you’ll need if you wanted to start your private lending firm.

Listen and enjoy the show!

Quote:

“I thought it was incredibly interesting that you could buy money for less than what it was worth. And that concept just boggled my mind to where you could buy a dollar for $0.20.”

Timestamped Shownotes:

  • 0:37 - Pancham introduces Kevin to the show
  • 2:03 - How his father helped him discover the power of real estate
  • 4:26 - On buying private debts and using judgment as his assets
  • 9:55 - How private lending works and the criteria used to screen people
  • 12:49 - What makes Birch Dobson unique from other lending companies
  • 17:14 - Constant communication as the key factor in fund investments
  • 23:50 - How having clarity in the morning is advantageous to his success
  • 26:36 - Taking the Leap Round
  • 26:36 - First investments he made outside of Wall Street
  • 27:08 - How a little bit of faith helped him overcome his fears
  • 27:57 - Why his investments with his father did not go as expected
  • 29:04 - Why you should prioritize learning where you're putting your money
  • 29:48 - How you can connect with Kevin

3 Key Points:

  1. Judgment is a contract that can be used as an asset when you would be starting your private real estate investment fund.
  2. Buying private debt helps both parties as it will offer a discount to the people in need and at the same time be able to provide returns to the investors.
  3. When working with others, you should be able to communicate effectively with those in charge of your money and know their involvement in those investments.

Get in Touch:

  • Birch Dobson LLC Website - https://www.birchdobson.com/
  • Kevin Dureiko Contact No. - (860) 990-3030
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Amy Sylvis - founder and principal of Sylvis Capital.

Even when she was diagnosed with cystic fibrosis, she didn’t let her health issues hinder her from achieving success. With her dedication, she was able to continue to grow their real estate investments, has over 654 apartment units and $59 million worth of assets under management, and is serving and supporting the disadvantaged children in Los Angeles!

In this episode, learn from her experience as she shares her background and how she was able to overcome her health battles and investing struggles! She’ll also share how she operates her deals, the importance of vetting out partners, and investing in a mentor.

Listen and enjoy the show!

Quote:

“We are going to continue to grow our real estate investments - not only for ourselves and our charitable goals, but the folks that invest alongside us that are looking to grow their wealth and do it in a meaningful way where they know they'll be able to have impact as well.”

Timestamped Shownotes:

  • 0:39 - Pancham introduces Amy to the show
  • 1:56 - How she got into real estate amidst dealing with health struggles
  • 10:39 - How support played a key role in her investing journey
  • 12:37 - Investing in a coach and finding business partners to get started
  • 14:21 - On vetting out partners through their mindset and values
  • 17:51 - Details on her deals and what she offers to the investors
  • 20:27 - How the SAVERS method contributed to her success
  • 24:17 - Taking the Leap Round
  • 24:17 - Her first syndication and bullion investment during her early 30s
  • 25:00 - Overcoming her fears when she first started investing
  • 26:07 - How health issues and extended due diligence affected her investment
  • 29:12 - Why you should prioritize educating yourself and networking
  • 30:05 - How you can connect with Amy

3 Key Points:

  1. Passive income is one way for you to be able to not trade time for money and you can achieve that time freedom in real estate investing.
  2. Investing in your education through a coach may be a big expense but it helps you to get started and be able to scale up your portfolio faster.
  3. Aside from evaluating potential business partners by their skills and track record, you should also know their mindset and values.

Get in Touch:

  • Sylvis Capital Website - https://sylviscapital.com/
  • Sylvis Capital Free Online Training - https://sylviscapital.com/webinar/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194
  • The Miracle Morning Series by Hal Elrod - https://www.amazon.com/The-Miracle-Morning-15-book-series/dp/B07B5RD8MK

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In today’s show, Pancham interviews Amy Sylvis - founder and principal of Sylvis Capital.

Even when she was diagnosed with cystic fibrosis, she didn’t let her health issues hinder her from achieving success. With her dedication, she was able to continue to grow their real estate investments, has over 654 apartment units and $59 million worth of assets under management, and is serving and supporting the disadvantaged children in Los Angeles!

In this episode, learn from her experience as she shares her background and how she was able to overcome her health battles and investing struggles! She’ll also share how she operates her deals, the importance of vetting out partners, and investing in a mentor.

Listen and enjoy the show!

Quote:

“We are going to continue to grow our real estate investments - not only for ourselves and our charitable goals, but the folks that invest alongside us that are looking to grow their wealth and do it in a meaningful way where they know they'll be able to have impact as well.”

Timestamped Shownotes:

  • 0:39 - Pancham introduces Amy to the show
  • 1:56 - How she got into real estate amidst dealing with health struggles
  • 10:39 - How support played a key role in her investing journey
  • 12:37 - Investing in a coach and finding business partners to get started
  • 14:21 - On vetting out partners through their mindset and values
  • 17:51 - Details on her deals and what she offers to the investors
  • 20:27 - How the SAVERS method contributed to her success
  • 24:17 - Taking the Leap Round
  • 24:17 - Her first syndication and bullion investment during her early 30s
  • 25:00 - Overcoming her fears when she first started investing
  • 26:07 - How health issues and extended due diligence affected her investment
  • 29:12 - Why you should prioritize educating yourself and networking
  • 30:05 - How you can connect with Amy

3 Key Points:

  1. Passive income is one way for you to be able to not trade time for money and you can achieve that time freedom in real estate investing.
  2. Investing in your education through a coach may be a big expense but it helps you to get started and be able to scale up your portfolio faster.
  3. Aside from evaluating potential business partners by their skills and track record, you should also know their mindset and values.

Get in Touch:

  • Sylvis Capital Website - https://sylviscapital.com/
  • Sylvis Capital Free Online Training - https://sylviscapital.com/webinar/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194
  • The Miracle Morning Series by Hal Elrod - https://www.amazon.com/The-Miracle-Morning-15-book-series/dp/B07B5RD8MK

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In today’s show, Pancham interviews Adam Craig - a commercial real estate investor and founding member of CLE Real Estate Group.

Adam knew from the start that working in a 9 to 5 job is not for him. With his entrepreneurial spirit and genuine passion, he pursue real estate investing and has been self-employed ever since! He is now on the path to financial independence, having closed more than 70 deals and acquired a rental portfolio worth more than $9 million in residential and commercial real estate.

In this episode, explore a new asset class that you can invest in as he’ll share his investing niche and why he focuses on commercial real estate! He’ll also unlock the key to his success and share how he deals with his investment.

Listen and enjoy the show!

Quote:

“I knew I had to find an outlet that enabled me to stay, I guess you would call it financially free, and I knew real estate was it even before I started investing in real estate in 2013.”

Timestamped Shownotes:

  • 0:37 - Pancham introduces Adam to the show
  • 1:41 - Diversifying his finances through e-commerce and investing
  • 4:59 - How real estate investing helps with his self-employment
  • 7:36 - The investing niche that helped him maximize his cash flow
  • 9:38 - How he unintentionally saw the opportunity in commercial buildings
  • 12:43 - On vetting tenants and providing flexible terms for leasing
  • 16:00 - Investing in his 2nd commercial building during the pandemic
  • 23:43 - Taking the Leap Round
  • 23:43 - On his first small investment in a carpet business
  • 24:05 - Why he didn’t feel any doubt with his first investment
  • 24:26 - Factors that made some of his property investments fail
  • 25:38 - Why you should educate yourself and diversify your assets
  • 26:29 - How can you connect with Adam

3 Key Points:

  1. A lot of businesses and jobs may come and go, but real estate would be there forever. Thus, investing would help you with achieving financial freedom.
  2. Going for the less popular asset class can help with your investing journey as there would be a lot less competition in those fields.
  3. Commercial office buildings may look boring and plain from the outside, but you’ll realize that it is a terrific asset to invest in once you’ve started.

Get in Touch:

  • CLE Real Estate Group Website - https://www.cleinvest.com/
  • Adam Craig Instagram - https://www.instagram.com/adamtheinvestor/?hl=en
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

View Details

In today’s show, Pancham interviews Adam Craig - a commercial real estate investor and founding member of CLE Real Estate Group.

Adam knew from the start that working in a 9 to 5 job is not for him. With his entrepreneurial spirit and genuine passion, he pursue real estate investing and has been self-employed ever since! He is now on the path to financial independence, having closed more than 70 deals and acquired a rental portfolio worth more than $9 million in residential and commercial real estate.

In this episode, explore a new asset class that you can invest in as he’ll share his investing niche and why he focuses on commercial real estate! He’ll also unlock the key to his success and share how he deals with his investment.

Listen and enjoy the show!

Quote:

“I knew I had to find an outlet that enabled me to stay, I guess you would call it financially free, and I knew real estate was it even before I started investing in real estate in 2013.”

Timestamped Shownotes:

  • 0:37 - Pancham introduces Adam to the show
  • 1:41 - Diversifying his finances through e-commerce and investing
  • 4:59 - How real estate investing helps with his self-employment
  • 7:36 - The investing niche that helped him maximize his cash flow
  • 9:38 - How he unintentionally saw the opportunity in commercial buildings
  • 12:43 - On vetting tenants and providing flexible terms for leasing
  • 16:00 - Investing in his 2nd commercial building during the pandemic
  • 23:43 - Taking the Leap Round
  • 23:43 - On his first small investment in a carpet business
  • 24:05 - Why he didn’t feel any doubt with his first investment
  • 24:26 - Factors that made some of his property investments fail
  • 25:38 - Why you should educate yourself and diversify your assets
  • 26:29 - How can you connect with Adam

3 Key Points:

  1. A lot of businesses and jobs may come and go, but real estate would be there forever. Thus, investing would help you with achieving financial freedom.
  2. Going for the less popular asset class can help with your investing journey as there would be a lot less competition in those fields.
  3. Commercial office buildings may look boring and plain from the outside, but you’ll realize that it is a terrific asset to invest in once you’ve started.

Get in Touch:

  • CLE Real Estate Group Website - https://www.cleinvest.com/
  • Adam Craig Instagram - https://www.instagram.com/adamtheinvestor/?hl=en
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

View Details

In today’s show, Pancham interviews Mike DeHaan - a real estate investor, lead generation master, systems specialist, and host of Collecting Keys Real Estate Investing Podcast.

After realizing that being a corporate engineer was not for him and began to explore other business opportunities, he became acquainted with investing and quickly recognized the power of real estate and its income potential! Today, he continues to build scalable and repeatable systems and expand his rental portfolio.

In this episode, gain new knowledge as he shares his story of generating passive cash flow and building scalable systems through real estate investing. He’ll also unpack his perspective on finding his niche and the importance of partnering with others when exploring investing opportunities.

Listen and enjoy the show!

Quote:

“Life is pretty short. That sort of put me down a path of wanting to explore new things. So that's when I actually started looking at different forms of investing and business opportunities.”

Timestamped Shownotes:

  • 0:39 - Pancham introduces Mike to the show
  • 1:54 - Giving up employee benefits to start a real estate investment firm
  • 5:10 - On exploring business opportunities and discovering real estate
  • 10:51 - Discovering his niche of buying rental properties at a discount
  • 15:50 - How partnering with others will help scale up your business faster
  • 19:51 - First deal vs. current deal and how he analyzes his deals
  • 26:29 - How morning walks help with his productivity
  • 29:24 - Taking the Leap Round
  • 29:24 - His first property investment outside of Wall Street
  • 29:57 - Overcoming his fear of losing his partner’s investment
  • 31:04 - How a renovation mistake ended up with losing money
  • 32:02 - Why you should invest in assets that really interest you
  • 32:57 - How you can connect with Mike

3 Key Points:

  1. Listening to podcasts can provide you with an understanding of what it's like to invest in real estate and what benefits are available for you.
  2. Having a partner when investing is beneficial, especially when you are just starting out because it allows you to learn how the industry works and gain opportunities.
  3. It's difficult to leave your W2 job, especially with golden handcuffs. But once you've done it, it's actually easier than you thought.

Get in Touch:

  • Collecting Keys Real Estate Investing Podcast - https://collectingkeyspodcast.com/
  • Mike DeHaan Instagram - https://www.instagram.com/mike_invests/
  • Mike DeHaan Email - mike@collectingkeyspodcast.com
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Book:

  • The 4-Hour Workweek: Escape 9-5, Live Anywhere, and Join the New Rich by Timothy Ferriss - https://www.amazon.com/4-Hour-Workweek-Escape-Live-Anywhere/dp/0307465357

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In today’s show, Pancham interviews Samuel Sells - impact investor, entrepreneur, and CEO of Wild Mountain Capital.

Samuel has always been dedicated to making an impact and changing people’s lives. After he learned about real estate investing, he saw a win - win situation wherein he could make a difference and at the same time generate wealth for investors!

In this episode, learn from his story as he shares his passion and why he chose to focus on impact investing. He'll also share why he chose to invest in apartments, how he syndicated his deals, and how he was able to help others by providing affordable housing.

Listen and enjoy the show!

Quote:

“We focus on creating a difference, impact investing, doing it in a way that falls under a capitalistic paradigm. So if we can't make a difference and we can't make money doing it, then it's not our mission.”

Timestamped Shownotes:

  • 0:39 - Pancham introduces Samuel to the show
  • 4:14 - On making an impact as a USAF firefighter and as an investor
  • 8:32 - Prioritizing his investments that provide opportunities for others
  • 11:19 - Asset classes and markets that he currently focuses on
  • 14:26 - The investing approach that helped him during the market crash
  • 16:49 - Partnering with charities to provide affordable housing
  • 20:33 - What’s next for Wild Mountain Capital and their projects
  • 26:36 - Taking the Leap Round
  • 26:36 - His first investment outside of Wall Street in 2006
  • 26:46 - Overcoming his fears after knowing the risks of investing
  • 27:45 - How disagreements led to a deal that did not go as expected
  • 29:27 - Why you should look for partners that align with your goals
  • 31:01 - How you can connect with Samuel

3 Key Points:

  1. Impact investing to make people’s lives better - whether they’re fellow investors or charities - is one way to generate wealth and at the same time help the community.
  2. There are a lot of benefits when investing in apartments such as easier financing and renovating its units is also not difficult.
  3. You could employ good governance by solving management issues for tenants and be able to fix the social aspect of that property.

Get in Touch:

  • Wild Mountain Capital Website - https://wildmountaincapital.com/
  • Samuel Sells Email - sam@wildmountaincapital.com
  • Samuel Sells LinkedIn - https://www.linkedin.com/in/samuelsells/
  • Samuel Sells Twitter - https://mobile.twitter.com/sells_samuel
  • Samuel Sells Instagram - https://www.instagram.com/cleanmoneysam/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Adrian Pannozzo - founder and co-owner of Executive Properties Inc, founder of Investors Edge Construction Management, and founder of Executive Properties Capital Inc.

Adrian was getting ready to retire after 30 years in the police force industry. What he didn’t expect was being able to retire 9 years early. How is that possible? By investing in real estate! Fast forward to today, he is now dedicated to providing everything from A to Z and letting their partners have a hands-free, hassle-free investing experience!

In this episode, discover how you can retire earlier than expected as he shares the benefits and freedom you can achieve in real estate investing. He’ll also share how the BRRRR strategy and joint venture partnerships have enabled him to scale up his business and his investment portfolio so don’t miss this episode!

Listen and enjoy the show!

Quote:

“I retired, essentially left the force nine years early. And it was really because of the choices I made and the investments I did in real estate that gave me that freedom to leave early.”

Timestamped Shownotes:

  • 0:44 - Pancham introduces Adrian to the show
  • 2:02 - Changing lifestyles from police officer to real estate investor
  • 11:08 - Producing infinite returns through the BRRRR strategy
  • 16:28 - On syndicating deals through joint venture partnerships
  • 18:13 - How investing gave him financial, time, and geographical freedom
  • 21:38 - On answering emails and working out to start off his day
  • 25:29 - Taking the Leap Round
  • 25:29 - Rental property as his first investment outside of Wall Street
  • 25:49 - Overcoming his fears and worries when he first invested
  • 28:37 - Unforeseen circumstances on his property investments
  • 29:34 - Why you should need to invest with a professional mentor
  • 31:27 - How you can connect and reach out to Adrian

3 Key Points:

  1. Real estate investing is a good source of income when you’re planning to retire early as the investment properties would produce monthly positive cash flow.
  2. The BRRRR strategy helps you circulate your own invested money and could help grow your own investment portfolio.
  3. The value of real estate properties could either go up or down. But it is still the safest investment as it is for the long-term and the market will come back up.

Get in Touch:

  • Executive Properties Capital Website - https://www.investwithepc.com/
  • Adrian Pannozzo Email - adrian@investwithepc.com
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

View Details

In today’s show, Pancham interviews Brandon Schwab - founder of Boutique Senior Living Fund and Shepherd Premier Senior Living.

With 20+ years of operating in the boutique senior living asset class, Brandon is changing and improving the industry by providing a cozy and homey atmosphere, delivering quality care to the residents, and changing people's perceptions of how elderly care should be!

Learn how you can invest in the opportunity to change the future as he shares everything you need to know about the boutique senior living niche industry! He’ll also unpack his knowledge as he provides insights on how he brings quality care to the clients and how this asset class is a good addition to your investment portfolio.

Listen and enjoy the show!

Quote:

“We are actively expanding and changing the industry of how people think of caring for the elderly today. We're turning it upside down.”

Timestamped Shownotes:

  • 0:39 - Pancham introduces Brandon to the show
  • 3:42 - From opening his first business to investing in boutique senior living
  • 7:03 - Changing the senior living industry through quality care and housing
  • 13:52 - On earning huge profits while only using a small amount of capital
  • 18:24 - Payment schemes and how vetting out his potential clients works
  • 24:10 - Marketing strategy that works for his investing niche
  • 26:47 - Active vs. passive investing in the senior living industry
  • 32:05 - Taking the Leap Round
  • 32:05 - His first investments after discovering real estate investing
  • 34:01 - Overcoming his analysis paralysis by quickly grabbing opportunities
  • 35:35 - Lessons learned from his investment that didn’t work out
  • 39:38 - Why you should start investing in the senior living asset class
  • 43:00 - How you can connect with Brandon and get your free 85-page eBook

3 Key Points:

  1. They’re changing how caring for the elderly is perceived by providing a cozy home atmosphere for them and a caregiver that would help cater to their needs.
  2. Investing in the boutique senior living industry is ideal as it is one of the top performing asset classes from 2005 through 2015.
  3. When investing in the senior living asset class, identify your strengths first then hire people for the other areas in order to get started.

Get in Touch:

  • Boutique Senior Living Fund LLC Website - https://boutiqueseniorlivingfund.com/
  • Brandon Schwab Telephone No. - (847) 380-8624
  • Brandon Schwab Website - http://www.brandonschwab.com/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

View Details

In today’s show, Pancham interviews Steffany Boldrini - Principal at Monte Carlo Real Estate Investments, LLC.

Steffany has a successful career in tech sales but has discovered investing from sophisticated real estate investors. Starting as an angel investor, she quickly realized the benefits of real estate investing and has decided to focus her career on real estate investing and purchasing in various asset classes with great returns!

In this episode, learn and explore unique asset classes as she shares her journey in investing in car washes, metaverse, and self-storage facilities. She’ll also unpack her insights as she discusses what to look out for when investing, how she analyzes her deals, and the lessons she learned from investing!

Listen and enjoy the show!

Quote:

“It became very clear that real estate is a much, much, much better, safer, and greater returns than investing as an angel investor.”

Timestamped Shownotes:

  • 0:38 - Pancham introduces Steffany to the show
  • 1:27 - How she transitioned tech sales to a successful real estate investor
  • 7:15 - Why investing in self-serve car washes didn’t fit her niche
  • 11:54 - Checklist to help guide you when investing in car washes
  • 13:09 - Having endless opportunities through purchasing land in the metaverse
  • 19:01 - On knowing your priorities and criteria when looking for good deals
  • 20:36 - How working out and healthy breakfast help in being productive
  • 23:32 - Taking the Leap Round
  • 23:32 - Her 1st investment as an angel investor on a start-up
  • 23:45 - On having no fears with her start-up investment
  • 24:16 - Why her carwash investment are not going as expected
  • 24:51 - Why you should do your due diligence when investing
  • 25:13 - How you can connect with Steffany

3 Key Points:

  1. Doing your own due diligence such as looking for good deals and networking would help you get started on your real estate investing journey.
  2. Identifying your priorities would help you learn what investment strategy would work for you as asset classes have different benefits and disadvantages.
  3. Self-storage is one of the asset classes that is a good investment as it is recession-resistant and at the same time also has good returns.

Get in Touch:

  • Monte Carlo Real Estate Investments - https://montecarlorei.com/
  • Steffany Boldrini LinkedIn - https://www.linkedin.com/in/steffbold/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Eric Nelson - a founding principal of Wild Oak Capital, co-owner of a civil engineering firm, and host of The Real Estate Mindset Podcast.

Eric is the epitome of luck, perseverance, and hard work as he learned the beauty of real estate investing through his first successful house hack. With over 10 years in the investing game, he is currently offering investment opportunities through multifamily syndications and guiding aspiring investors to succeed by having growth mindsets!

In this episode, get inspired as he shares his journey of realizing the benefits of real estate investing and transitioning as a multifamily syndicator! He’ll also share how having the right mindsets helps in continuous personal and professional growth.

Listen and enjoy the show!

Quote:

“Syndications are an awesome way to get into real estate and you don’t have to do anything.”

Timestamped Shownotes:

  • 0:36 - Pancham introduces Eric to the show
  • 1:39 - How he discovered the value and benefits of real estate investing
  • 10:39 - Why he focuses on multifamily syndications as his niche
  • 14:02 - Overpowering self-doubt through mindset and confidence
  • 15:55 - On relying on third-party managers when investing in multiple markets
  • 17:23 - Providing quality outputs as an engineer and as an investor
  • 20:58 - Changing investment strategies amidst market shifts
  • 26:51 - How time blocking helps in having a productive day
  • 29:05 - Taking the Leap Round
  • 29:05 - Househacking as his first investment outside of Wall Street
  • 29:56 - Overcoming his investing fears through a mindset shift
  • 30:55 - Lessons learned from his single-family home investment
  • 32:10 - Why investing helps you have more control in your life
  • 33:39 - How you can connect with Eric

3 Key Points:

  1. Partnering with other people such as investors and suppliers would go a long way as it would help improve your investing business.
  2. In order to continuously grow your business, you have to be out of your comfort zone and push yourself steadily in order to attain success.
  3. Instead of looking at things negatively, having the right mindset and looking at things in a positive light helps you get the push that you need.

Get in Touch:

  • Wild Oak Capital Website - https://www.wildoakcapital.com/
  • Eric Nelson Email - eric@wildoakcapital.com
  • The Real Estate Mindset Podcast - https://www.wildoakcapital.com/podcast/
  • Get your free e-book “Top 6 Reasons To Invest Outside of Wall Street” at https://thegoldcollarinvestor.com/download/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Jens Nielsen - certified high-performance coach, full-time real estate investor, and principal of Open Doors Capital.

With a successful IT career of 25 years, Jens realized that it was not maximizing his potential and discovered real estate investing as a way to diversify his income! Now with over 1,700 apartment units and has done more than 20 deals, he is now helping individuals realize the strong cash flow and equity growth in real estate investments.

Get inspired from this episode as Jens shares his journey to financial independence and the push he needed to eventually quit his W2 job of 25 years. He'll also discuss the mindset shift that led him to explore real estate investing and the specifics of his investment deal.

Listen and enjoy the show!

Quote:

“Real estate is really an avenue that you can take because you can be extremely passive if you want to, you can be active, you can be somewhere in the middle, but you have a lot of control over income and your success in that space.”

Timestamped Shownotes:

  • 0:43 - Pancham introduces Jens to the show
  • 2:48 - On transitioning from his IT career to a full-time investor
  • 5:35 - How audible books and guidance develop his passion for real estate
  • 8:33 - The mindset push he needs to be able to quit his W2 job
  • 11:40 - On managing 2 full-time gigs of coaching and investing
  • 14:45 - Owner-financing their 11-unit deal and having infinite returns
  • 18:30 - Taking the Leap Round
  • 18:30 - His 4-plex property as his first real estate investment
  • 18:56 - How he overcame his fear of being accountable
  • 19:32 - Factors on why his agricultural land investment didn’t work out
  • 20:59 - Why you should think about the investor you want to be
  • 21:53 - How you can connect with Jens

3 Key Points:

  1. Other than real estate investing, you can also start up a small side business in order to achieve financial freedom sooner.
  2. If you’re not sure what your goals really are, you can hire a coach that will work through your mindset and help identify what’s important for you.
  3. Self-managing your properties could help you save finances but having a property manager would greatly help as they are experts in this field.

Get in Touch:

  • Jens Nielsen Email - jens@opendoorscapital.com
  • Open Doors Capital Website - https://opendoorscapital.com/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Bryan Underwood - a founding principal of Responsible Residential and president of Responsible Real Estate, Inc.

From learning the language of real estate to getting involved in his family-owned real estate business and finally starting Responsible Real Estate, Bryan is the epitome of growth as he constantly works to reach his full potential! Today, he closely works with the construction and development department and has been working in bigger deals.

In this episode, get inspired as Bryan shares how he took the leap from working with his family to launching his companies and venturing from self-storage investments to housing developments. Learn about his mindset as he tells us why he chose to unlock his potential than living in a security blanket!

Listen and enjoy the show!

Quote:

“One of the things that you will learn about me is that I'm always in pursuit of growth, whether that's personal or professional, and is one of the reasons why I like real estate because there's a lot of new things to learn all the time.”

Timestamped Shownotes:

  • 0:37 - Pancham introduces Bryan to the show
  • 2:07 - Starting his journey through a family-owned real estate business
  • 10:43 - Taking an unlimited risk by building his own business
  • 13:21 - On prioritizing growth and shifting from self-storage to housing
  • 22:18 - Why he chose to specialize in home building development
  • 25:17 - What’s next for Bryan and his future investments
  • 29:31 - Taking the Leap Round
  • 29:31 - Industrial building as his first investment outside of Wall Street
  • 29:40 - Overcoming his investment fear of losing money
  • 31:03 - Why pursuing investment deals would always go unexpected
  • 33:28 - Pieces of advice to jumpstart your investing journey
  • 35:42 - How you can connect with Bryan

3 Key Points:

  1. Ask yourself first if you’re willing to give up security that doesn’t have much potential to venture into something that has unlimited risks but has the ultimate growth.
  2. Identify what kind of investment strategy would you want to associate yourself with and make a plan from there.
  3. There would be a lot of risks in terms of housing development that’s why it’s important to continuously test out the business model.

Get in Touch:

  • Bryan Underwood Website - https://www.investwithbryan.com/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Listen to TGCI Episode #5 at https://thegoldcollarinvestor.com/banking/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews April Crossley - founder of Lazy Girl REI and Crossley Property Group.

After realizing that she is paying their landlord’s mortgage and blindly placing her money in a Roth IRA without knowing her expected returns, she has finally left her healthcare job of 13 years to pursue investing! On a mission to grow wealth and change lives, she continues to engage in private lending and focuses on affordable housing!

In this episode, get inspired by her journey as she shares how a book helped her end up on the path of real estate investing, building up her investment portfolio, and why marketing is an important aspect when you are investing!

Listen and enjoy the show!

Quote:

“We're super passionate about buying houses that we can turn into shared affordable housing or building affordable housing and that's what we're really working on now.”

Timestamped Shownotes:

  • 0:40 - Pancham introduces April to the show
  • 1:22 - Her transition from healthcare worker to real estate investor
  • 6:33 - On surviving the 2008 market crash with the help of her husband
  • 10:09 - Why real estate investing is more of a business of marketing
  • 12:31 - The challenges she faced when she first got into investing
  • 14:38 - On continuously learning and providing affordable housing
  • 16:23 - Her “Aha!” moment in her unforgettable first deal
  • 19:13 - How her morning routine helps with her productivity
  • 22:37 - Taking the Leap Round
  • 22:37 - Her first property investment outside of Wall Street
  • 23:01 - Overcoming her fear from real estate nightmare stories
  • 24:46 - Why her seller-financed deal didn’t work out
  • 27:30 - Why investing partners are more important than the deal
  • 28:19 - How you can connect with April

3 Key Points:

  1. Identify the reason why you want to invest in the first place. In this way, you can find out what’s the excellent avenue of investing for you.
  2. Real estate investing is a slow journey. You’ll not become a millionaire right away but you have to continuously learn about the market and its needs.
  3. Starting your journey as a real estate investor is a challenge in itself as you need to learn to be more disciplined as you will be adjusting to a new career.

Get in Touch:

  • April Crossley Website - https://www.aprilcrossley.us/lgrei-resources
  • April Crossley Youtube Channel - https://www.youtube.com/user/aprilcrossley
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Book:

  • The One Minute Millionaire: The Enlightened Way to Wealth by Mark Victor Hansen - https://www.amazon.com/One-Minute-Millionaire-Enlightened-Wealth/dp/0307451569

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In today’s show, Pancham interviews Cody Laughlin - head of deal acquisitions, co-founder, and managing partner for Blue Oak Capital.

Pursuing a career as a healthcare professional, he didn’t expect that he’ll become a landlord when they’re renting their former house back in 2008. Now, with over 10 years of investing experience, he is on the road to fully transitioning out of his W2 job and being able to continuously expand his real estate business!

In this episode, get inspired by his entrepreneurial journey as he shares the expensive lessons that helped shape who he is today, why he continues to engage in real estate investments, and the investment strategy that best fits his skill sets!

Listen and enjoy the show!

Quote:

“What I was taught growing up about what is financial independence and financial security was just completely misled and so, that kind of led me to pursue real estate entrepreneurship.”

Timestamped Shownotes:

  • 0:40 - Pancham introduces Cody to the show
  • 1:19 - On being accidental landlords and learning about financial literacy
  • 6:28 - Discovering your own investing niche that fits your skill set
  • 12:41 - The perfect time to free yourself from the golden handcuffs
  • 17:24 - How co-sponsoring helps in jumpstarting your investing journey
  • 23:46 - Taking the Leap Round
  • 23:46 - His 2008 property as his first investment outside of Wall Street
  • 24:15 - How he overcame his hesitations when he first started
  • 25:08 - Why his fitness franchise didn’t end up having its launch
  • 26:36 - Why you should add real assets to your investment portfolio
  • 27:36 - How you can connect with Cody

3 Key Points:

  1. Explore different real estate investments and find that one strategy that best fits your skill set as it can help you identify where you should focus in order to succeed.
  2. When setting up your own business, build its infrastructure and define who you are as a brand, as a company, and what you’ll need to grow your business.
  3. Commercial real estate is a good addition to your investment portfolio as it can help you provide a bit more predictable return patterns, unlike stocks and cryptocurrency.

Get in Touch:

  • Blue Oak Capital Website - https://blueoakinvests.com/
  • Cody Laughlin LinkedIn - https://www.linkedin.com/in/cody-laughlin-35067660/
  • Cody Laughlin Facebook - https://www.facebook.com/cody.laughlin.543
  • Cody Laughlin Email - cody@blueoakinvests.com
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Book:

  • Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! By Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194

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In today’s show, Pancham interviews Brian O'Neill - real estate investor, author, coach, and podcast host of The W2 Prison Break Show.

Feeling stuck in your life and seeing that there’s no way out? That’s what Brian also felt while being in his W2 job for 25 years. After escaping from his W2 prison, he is now taking charge of his own life as he controls his own time and manages his own finances through real estate investing!

Get a headstart on breaking free from your W2 prison as he reveals how he altered his mindset, the importance of mentors on your entrepreneurial journey, and how gratitude and journaling goes the long way. Get the clarity you need as he discusses why you tend to feel stuck and what you can do about it!

Listen and enjoy the show!

Quote:

“I was stuck in Wall Street investments for so long. I remember the day I took every penny I had out of Wall Street and it was one of the most liberating moments of my life.”

Timestamped Shownotes:

  • 0:39 - Pancham introduces Brian to the show
  • 2:21 - How he escaped the W2 prison after being trapped for 25 years
  • 6:09 - Importance of mentors and how they help in shifting your mindset
  • 11:19 - Game-changer practices that help in providing clarity on your goals
  • 16:56 - How he helps you with an escape plan for your W2 prison break
  • 21:41 - Seller financing and other strategies for no-money-down deals
  • 28:39 - Taking the Leap Round
  • 28:39 - His 1st property investment outside of Wall Street
  • 29:05 - How business transactions in a parking lot helped overcome his fears
  • 29:55 - Why his 2nd property investment didn’t work out as expected
  • 31:13 - Why you should get educated and start listening to yourself
  • 32:39 - How you can connect with Brian

3 Key Points:

  1. We create our own personal prisons as we’ve felt stuck and have felt like we aren’t where we’re supposed to be. You’re not stuck but rather need clarity of what your goals are.
  2. We tend to think that we got it all figured out, but having a coach to mentor you will actually help you get the support and push you never thought you needed.
  3. Instead of borrowing money from a bank to buy properties, you can use seller financing since. In addition to keeping your money, you can obtain additional benefits.

Get in Touch:

  • W2 Prison Break Website - https://www.w2prisonbreak.com/
  • Get your FREE copy of the “5 Step Guide To Jumpstart Your W2 Prison Break” at https://www.w2prisonbreak.com/5-step-guide
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • The Miracle Morning Series by Hal Elrod - https://www.amazon.com/The-Miracle-Morning-15-book-series/dp/B07B5RD8MK
  • Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear - https://www.amazon.com/Atomic-Habits-Proven-Build-Break/dp/0735211299

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In today’s show, Pancham interviews Jason Cozen - a qualified architect with 20 years of experience and the founder of Glint.

Who would’ve imagined that paying with gold instead of cash is possible? Jason has established the 1st digital gold currency, through Glint, by incorporating gold purchases with electronic payments in one platform! With over 120,000 registered users, he continues to pursue his vision of providing everyone equal opportunities to prosper by making gold more accessible!

Intrigued by the idea of using gold as your everyday money? Check out this episode as he shares the process of how their platform works, why gold works against inflation, and how they made it possible! Don’t miss out on this opportunity and learn how you can bring gold closer to you!

Listen and enjoy the show!

Quote:

“Gold is valued globally, by everybody nearly all over the world. There is nothing else like it. And with Glint’s technology, you can now use it as everyday money.”

Timestamped Shownotes:

  • 0:42 - Pancham introduces Jason to the show
  • 3:05 - On building Glint and realizing gold as the ultimate store of value
  • 9:26 - Why gold is considered a good hedge against inflation
  • 15:33 - Integrating physical gold and electronic payments through the Glint app
  • 21:24 - On their revenue streams and having a cost-effective system
  • 23:29 - Enhancing user experience through their value-added services
  • 28:31 - Why you should make the switch to gold currency
  • 32:56 - Taking the Leap Round
  • 32:56 - On starting investing in himself and setting up his business
  • 33:33 - Fears he overcame when he started his entrepreneurship journey
  • 34:43 - Why constant failures should always be expected
  • 37:03 - Why investors should believe in themselves and in their skills
  • 38:41 - How you can connect with Jason

3 Key Points:

  1. Using gold as everyday money has been made possible by Glint by creating a platform wherein you can make buy physical gold and make transactions with it.
  2. Gold is a good way to protect yourself against inflation as it is constant, unlike dollars or pounds which generally fluctuate in value.
  3. What makes Glint different is that it lets you buy a piece of a physical gold bar that will be allocated solely to you and will not be put at risk.

Get in Touch:

  • Glint Website - https://glintpay.com/
  • Glint LinkedIn - https://www.linkedin.com/company/glint-pay/
  • Glint Youtube Channel - https://www.youtube.com/c/Glint
  • Glint Instagram - https://www.instagram.com/glintpay/
  • Glint Twitter - https://twitter.com/glintpay
  • Jason Cozens Instagram - https://www.instagram.com/glintceo/
  • Jason Cozens Twitter - https://twitter.com/jasoncozens
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Drew White - upside down wealth consultant for business owners & executives.

Former pediatric oncology nurse with a $150,000 student loan debt, Drew realized that nursing is not a long-term gig for him. He came across infinite banking while learning about money and distinguishing between bad and good debt. With his “aha!” moment, he is now on a path to entrepreneurship real estate investing, infinite banking, and teaching others how to do the same!

Be the banker yourself as he teaches the concept of infinite banking and how you can get the same rewards that the bank does. Learn from his journey as he shares his principles, why you should utilize the whole life insurance policy, and other added benefits that you can get!

Listen and enjoy the show!

Quote:

“I started reading what other people did and that's when I realized, ‘Oh okay, a lot of people are doing real estate. A lot of smart wealthy people have been doing real estate for a long time.’ ”

Timestamped Shownotes:

  • 0:36 - Pancham introduces Drew to the show
  • 2:21 - From $150,000 student loan debt to using debt to build wealth
  • 9:50 - Infinite banking and enjoying the rewards the bank receives
  • 12:16 - How a whole life insurance policy helps in obtaining the bank’s benefits
  • 19:22 - Creditor protection and using other perks for real estate investing
  • 22:12 - On attaining the policy and transferring its ownership to his children
  • 27:21 - Things to consider when setting up with a mutual insurance company
  • 30:23 - Taking the Leap Round
  • 30:23 - His 1st mobile home investment outside of Wall Street
  • 31:10 - Overcoming his fear of imperfection when he first started
  • 33:15 - How lack of due diligence led to an unsatisfactory investment
  • 34:31 - Pieces of advice to rookie investors to get their journey started
  • 35:51 - How you can connect with Drew

3 Key Points:

  1. The idea of infinite banking is to keep money in your own system rather than in a bank. In this way, you would get the benefits that the bank originally receives.
  2. Although a whole life insurance policy may appear to be a poor investment, it is beneficial when it is viewed as your own bank account.
  3. Work with someone who has experience and is willing to coach you. Working with mentors will be highly advantageous as you scale up your business.

Get in Touch:

  • Drew White Website - https://www.ibcdrew.com/
  • CreateTailwind Website - https://createtailwind.com/
  • Drew White LinkedIn - https://www.linkedin.com/in/ibcdrew/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Book:

  • Becoming Your Own Banker by R. Nelson Nash - https://www.amazon.com/Becoming-Your-Banker-Nelson-Nash-ebook/dp/B0080K8EL4

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In today’s show, Pancham interviews Saket Jain - real estate investor, syndicator, business operations leader at Airbnb Headquarters, and founder and CEO of Impact Wealth Builders.

Saket has been succeeding with his single source of income and never imagined that he would be laid off from work. But when reality hits, he explores and discovers that there’s actually so much more out there and he is simply in the wrong crowd! With owning over 2000 units, he is now committed to aspire others to be the next generation of wealth builders!

Listen to this episode as he shares his victim-to-victor mindset, explores other potential jobs, and how Airbnb found him. He’ll also guide us and offer his advice to rookie and aspiring investors as he enlightens us with his journey to achieve financial freedom and the lessons he learned from his prior deals!

Listen and enjoy the show!

Quote:

“My interior monologue went from ‘Why me?’ to ‘Why not me?’ and ‘Why not now?’ So I flipped my switch from being a victim to victor.”

Timestamped Shownotes:

  • 0:37 - Pancham introduces Saket to the show
  • 2:24 - How getting laid-off from work empowered his victor mindset
  • 6:25 - Exploring available opportunities and changing his own system
  • 10:32 - From investing in cash-flowing assets to using it as a tax-saving tool
  • 15:11 - On changing your perspective and leveraging your resources
  • 18:43 - Developing a relationship mindset on his multi-family deals
  • 23:17 - On doing long-term investment amidst the current market position
  • 30:48 - Taking the Leap Round
  • 30:48 - His first accidental investment outside of Wall Street
  • 31:20 - How he overcome trepidation and limiting beliefs
  • 33:09 - Why his first passive investment didn’t reach his expectations
  • 34:24 - Why investors should understand and learn about their fear
  • 37:27 - How you can connect with Saket

3 Key Points:

  1. You may not be able to avoid being laid off from your job, but you can be prepared for it by dedicating a little bit of your time to learning about other available opportunities.
  2. Don’t hesitate to invest in your education - whether through mentors, seminars, workshops, podcasts, and books - as it could help you build a strong foundation.
  3. When you’re starting out, it’s best to work with a syndicator and an operator who have a teacher mindset as they’ll help you build your knowledge, network, and your experience.

Get in Touch:

  • Impact Wealth Builders Website - https://dev.impactwealthbuilders.com/
  • Saket Jain LinkedIn - https://www.linkedin.com/in/jainsaket/
  • Saket Jain Email - saket@impactwealthbuilders.com
  • Listen to TGCI Episode #4 at https://thegoldcollarinvestor.com/show4/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Alex Jarbo - short-term rental developer and manager, host of the YouTube Channel Alex Builds, and founder and CEO of Sargon Investments.

Starting from building his first short-term rental property, he has scaled up his investment firm by continuously developing and investing in unique properties! With a unique business model, the perfect team, and being able to bring the experience to the property itself, he is closer to achieving his goal of developing 650 cabins and syndicating a 50-cabin community!

Excited to jump into short-term rentals? Learn from this episode as he expresses what makes short-term rental properties intriguing, the importance of having a mentor, receiving infinite returns on his properties, and automating his business system!

Listen and enjoy the show!

Quote:

“What caught me was like the creativity of it and also just the cash flow. I mean the cash flows even back then were crazy. Even today, they're getting better.”

Timestamped Shownotes:

  • 0:37 - Pancham introduces Alex to the show
  • 2:08 - Getting into the short-term rental business by building his first property
  • 10:09 - His current business model that gains a high percentage of returns
  • 16:49 - Management team and utilizing automation systems
  • 20:35 - Websites that are an absolute game-changer in the real estate industry
  • 26:42 - Prioritizing the guest’s experience aside from the property itself
  • 30:44 - On practicing multiple morning routines to be more productive
  • 35:11 - Taking the Leap Round
  • 35:11 - His first short term rental investment outside of Wall Street
  • 35:40 - Overcoming his fears through experience, analysis, and mentors
  • 36:47 - Why being emotionally attached to a deal could lead to failures
  • 40:07 - Why rookie investors should vet their partners properly.
  • 41:14 - How you can connect with Alex

3 Key Points:

  1. Having the right mentor could help you get a gist of the industry and be able to succeed. Even if it is costly, the money you've invested would be returned 3-4 times over.
  2. Aside from having a well-built structure, the property has to be an experience in itself for the guests to fully enjoy their stay.
  3. The real estate industry might be delayed in terms of digital trends (which is not always a bad thing), but there are many digital marketing principles that may be applied to it.

Get in Touch:

  • Sargon Investments Website - https://sargoninvestments.com/
  • Alex Jarbo LinkedIn - https://www.linkedin.com/in/alex-jarbo-28a940139/
  • Alex Builds Youtube Channel - https://www.youtube.com/c/AlexBuilds1/featured
  • Modsy Website - https://www.modsy.com/
  • Get A Site Plan Website - https://getasiteplan.com/
  • Wayfair Professional Website - https://www.wayfair.com/trade
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • The Secrets Trilogy Box Set by Russell Brunson - https://www.thesecretstrilogy.com/bundle
  • The Miracle Morning Series by Hal Elrod - https://www.amazon.com/The-Miracle-Morning-15-book-series/dp/B07B5RD8MK

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In today’s show, Pancham interviews Eric Neely - a trucker, real estate professional, and executive partner at Febros Capital.

While pursuing his W2 job as a trucker, he has been listening to real estate audiobooks and podcasts to get educated in the investing world. Now working on his retirement portfolio, he has invested in multifamily real estate as a limited partner and a general partner, formed joint venture partnerships, and is constantly increasing his investments!

Learn from his experiences in this episode as he highlights the power of education and research, why he chose to focus on passive and multifamily investments, and how he’s on the road to financial freedom!

Listen and enjoy the show!

Quote:

“I knew that if I was going to make a career change and a big transition that it wasn't going to be through building single families, it was going to be in the multifamily realm.”

Timestamped Shownotes:

  • 0:42 - Pancham introduces Eric to the show
  • 2:12 - How the idea of retirement income got him into investing
  • 8:31 - Starting as a limited partner to get in the investing game
  • 10:04 - On scaling up and focusing on passive investments
  • 17:02 - His first syndication that paved the way for his later success
  • 19:48 - On achieving his uncomfortable goals and making them happen
  • 22:06 - Taking the Leap Round
  • 22:06 - His accidental flip as his first investment outside of Wall Street
  • 22:53 - On having no fears and simply diving into investing
  • 23:40 - Why his first syndication did not go as expected
  • 24:04 - Why rookie investors should prioritize research and education
  • 25:21 - How you can connect with Eric

3 Key Points:

  1. Real estate investing must not be rushed. Prioritize educating yourself and learning the best investing strategy for you before venturing and taking the leap.
  2. Research the kind of market that you’re going to invest in. As you’re going to put your money at risk, you should know what's being done with it.
  3. If you're looking for a way to create passive income in retirement, passive real estate investing could be a viable option.

Get in Touch:

  • Febros Capital Website - https://www.febroscapital.com/
  • Eric Neely LinkedIn - https://www.linkedin.com/in/eric-neely/
  • Eric Neely Contact Details - (316) 640-8163
  • The Wealthy Trucker Podcast - https://www.febroscapital.com/thewealthytrucker
  • Download the FREE e-book “Top 6 Reasons To Invest Outside of Wall Street” at https://thegoldcollarinvestor.com/download/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Ryan Webster - NHBA award-winning home builder, experienced real estate professional, entrepreneur, and managing partner and founder of Equity Yield LLC.

Realizing his aspirations of earning passive income and spending more time with his family, he transitioned from new constructions and single-family homes to multi-family investments. Today, he is making progress toward his goals by continuing to invest and help others in achieving capital gains and having financial freedom!

Learn more about investing in multi-family assets in this episode as he discusses his shift to acquiring multi-family assets, the hurdles that come with it, and getting to win deals! He'll also discuss how he manages his assets and how he maintains his competitive edge in the industry.

Listen and enjoy the show!

Quote:

“Our focus is acquiring institutional quality multifamily assets across strong growth markets in the Southeast.”

Timestamped Shownotes:

  • 0:38 - Pancham introduces Ryan to the show
  • 1:18 - On assessing his life goals and shifting to multifamily assets
  • 6:03 - Barriers to acquiring investments when you’re a new investor
  • 11:31 - Raising capital, building relationships, and securing debt
  • 14:06 - Asset management and tracking controllable expenses
  • 15:46 - On continuing to buy assets amidst today’s current market
  • 22:44 - Taking the Leap Round
  • 22:44 - Fix-and-flip as his 1st investment outside of Wall Street
  • 24:18 - Overcoming his worries by taking the leap and invest
  • 24:45 - His investments that didn’t work out as expected
  • 25:29 - Why you should simply invest and get into real estate
  • 26:18 - How you can connect with Ryan

3 Key Points:

  1. Identify your long-term goals so that it could help you decide on what investing strategy best fits you.
  2. Aside from knowing your life goals, you should also assess the risks that come with them so you can be prepared for what’s about to possibly come.
  3. Take the leap and start building broker relationships, and let yourself known to other investors in order to have a presence in the industry.

Get in Touch:

  • Equity Yield Group Website - https://equityyieldgroup.com/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Sam Hales - CEO and founder of Saratoga Group.

With over 15 years of real estate and management experience, Sam has been investing in mobile home parks and offering greater but affordable homes to community members as he is passionate about improving local communities! Curious on how mobile home parks work? Listen to this episode to find out!

Learn the fundamentals of investing in mobile home parks as Sam will share everything you need to know - what they are, how you can start investing in them, and the risks you need to be aware of. He’ll also cover why now is a good time to invest in them and how you can use it to help develop stronger communities!

Listen and enjoy the show!

Quote:

“What is something that will do well in a downturn, can provide good cash flow, and then I can build a business around? That led me to mobile home communities.”

Timestamped Shownotes:

  • 0:40 - Pancham introduces Sam to the show
  • 3:23 - Turning his real estate bug into an investing career
  • 7:20 - Mobile home parks and being more than just “buying communities”
  • 9:37 - Why it’s now a good time to invest in mobile home parks
  • 15:54 - Classifying mobile home parks through a star system
  • 17:56 - The difficulties in constructing mobile home parks
  • 23:14 - Things to look out for when investing in mobile home parks
  • 30:07 - Taking the Leap Round
  • 30:07 - His 1st property investment outside of Wall Street
  • 30:45 - Overcoming the fear of losing profits in investments
  • 32:11 - His land investments that didn’t work out as expected
  • 34:37 - Why investors should start by investing in themselves
  • 37:07 - How you can connect with Sam

3 Key Points:

  1. As an owner-operator, you’re owning the land, and the real estate, and then you’re leasing it out to homeowners. This is a great way to provide housing in an era when it's hard to come by.
  2. Although utility costs and payrolls kept going up, we have the pricing power as an owner-operator of mobile home parks.
  3. Understanding the community's infrastructure and utility arrangement is one of the key things to note. For passive investors, your operator is your number one risk.

Get in Touch:

  • SG Communities Website - https://sgcommunities.com/
  • Sam Hales LinkedIn - https://www.linkedin.com/in/samhales/
  • Sam Hales Email - sam@saratogagroup.com
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Marco Santarelli - investor, author, host of Passive Real Estate Investing, and founder of Norada Real Estate Investments.

Marco shows that he’s the epitome of hard work and commitment as he proves that it’s never too early to start your career. From starting his first investment at 18 years old to having the largest nationwide provider of turnkey cash-flow investment property, he is getting closer to his goal to help 1 million people gain financial freedom through real estate!

In this episode, get inspired as he shares his story of getting started with real estate, buying 84 units within 9 months, surviving through the 2008 financial crisis, and achieving financial independence! He’ll also share the lessons he learned that he has implemented in his business so don’t miss it!

Listen and enjoy the show!

Quote:

“What was interesting is that around the age of 15-16, I was buying books and programs and courses to teach myself about business and investing - specifically real estate investing.”

Timestamped Shownotes:

  • 0:36 - Pancham introduces Marco to the show
  • 1:57 - His journey on scaling his real estate business and helping others invest
  • 11:24 - Creating vs. adopting a system that works for you
  • 16:39 - On implementing his 10 rules for successful real estate investing
  • 22:32 - Why real estate is still the best investment regardless of time
  • 30:25 - On selectively diversifying his asset classes to scale his portfolio
  • 34:21 - Taking the Leap Round
  • 34:21 - His first rental property investment at 18 years old
  • 34:46 - Overcoming the mental hurdles when he first started
  • 35:31 - Why his out-of-state investment didn’t work out
  • 37:26 - Why you should learn and understand what you’re investing in
  • 39:24 - Where you can get your free guide to passive real estate investing

3 Key Points:

  1. Never sell your real estate properties. You can replace it with other properties to scale your portfolio, but don't sell it unless absolutely needed as it has the potential to cash flow.
  2. Always educate yourself and learn new things as what you don’t know would cost you money, time, and wasted opportunities.
  3. It’s always a good time to invest in real estate. It’s only a question of where would you invest as there are a lot of deals and asset classes that you can start with.

Get in Touch:

  • Get your FREE copy of The Ultimate Guide to Passive Real Estate Investing at passive@thegoldcollarinvestor.com
  • Norada Real Estate Investments Website - https://www.noradarealestate.com/
  • 10 Rules of Successful Real Estate Investing - https://www.noradarealestate.com/blog/10-rules-of-successful-real-estate-investing/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Billy Keels - long-distance real estate investor, host of The Going Long Podcast, and founder of KeePon Cashflow.

Who would’ve thought that you can invest in the U.S. while being able to live your life in Europe? Billy has proven that it is indeed possible! Now, he is on a mission to help others establish new options for their lives so that they can live comfortably without worrying about unexpected work schedules and be able to spend more time doing things that they love most!

In this episode, learn new things about long-distance real estate investing as he shares how he got started investing outside of the country and what you’ll need to get started! Get inspired as he discusses the mindset that led to his transition from a successful corporate employee to investing passively in different asset classes!

Listen and enjoy the show!

Quote:

“I decided I needed to do something else and I started to take my own life into my hands by investing in a number of different real assets, real estate being one of them.”

Timestamped Shownotes:

  • 0:42 - Pancham introduces Billy to the show
  • 4:09 - From working in the corporate world to thriving in real estate investing
  • 8:35 - Leading factors that motivate him to get started in investing
  • 13:41 - On finally being able to control his own time and finances
  • 21:59 - How he was able to successfully invest passively outside of the country
  • 27:35 - Surrounding yourself with experts and being able to learn from them
  • 33:35 - His morning routine and how it help in achieving success
  • 35:32 - Taking the Leap Round
  • 35:32 - His 1st duplex investment outside of Wall Street
  • 36:43 - Turning long-distance investing from his weakness to being his strengths
  • 37:39 - Why his stock market investment didn’t work out as expected
  • 40:04 - Simple formula to follow when you first start investing
  • 40:44 - How you can connect with Billy

3 Key Points:

  1. Real estate investing could helped in building a lifestyle that would allow you to have freedom and be able to live wherever and however you want to without limits.
  2. When doing long-distance investing, it’s better to invest passively as it would require less time from you but would still have big returns.
  3. The most critical part to think of as a long-distance investor is having a team that you trust and could align with your goals so that it would be easier to look for investments.

Get in Touch:

  • Billy Keels Website - http://keeponcashflow.com/
  • First Generation Capital Partners Website - https://www.firstgencp.com/
  • Billy Keels LinkedIn - https://www.linkedin.com/in/billykeels/
  • The Gold Collar Investor Banking - https://thegoldcollarinvestor.com/banking/
  • Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Book:

  • Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! By Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194
  • The Miracle Morning Series - https://www.amazon.com/The-Miracle-Morning-15-book-series/dp/B07B5RD8MK

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In today’s show, Pancham interviews Jason Yarusi - an active real estate syndicator and real estate investor, host of The Multifamily Live Podcast, founder of New Jersey Multifamily Live Club, and founding and managing member of Yarusi Holdings.

Through podcasts, conferences, his investment firm, and his investment club, he has been consistently inspiring people to learn more about multifamily investing and its benefits. Today, he manages over 1400 units valued at $160 million in assets under management, has over 2,500 members in his investing club, and is dedicated to helping investors reach their goals!

In this episode, learn more about multifamily investing as he shares his journey on how he discovered and learned to love multifamily investing! He’ll also guide us as he shares what you need to look out for whether you’re actively or passively investing, and what their current strategy looks like given the current market state!

Listen and enjoy the show!

Quote:

“We really want to dial in to control our time and dictate how our life with and get away from letting life run us.”

Timestamped Shownotes:

  • 0:34 - Pancham introduces Jason to the show
  • 2:52 - On transitioning from lifting houses to investing in multifamily
  • 11:26 - Scaling up the business through hiring the right people
  • 12:36 - Narrowing investing opportunities to align with your goals
  • 16:46 - Why active investors should know and understand their limits
  • 21:48 - His outlook on the current market and how they deal with it
  • 25:25 - How their event would help you get started in multifamily investing
  • 29:21 - Taking the Leap Round
  • 29:21 - House flipping as his 1st investment outside of Wall Street
  • 30:03 - Lessons learned from his 1st house flipping investment
  • 31:56 - The investment that didn’t work out as expected
  • 33:05 - Why investors should take the leap after finding out their goals
  • 34:02 - How you can connect with Jason

3 Key Points:

  1. For passive investors, it’s best to invest with someone who always provides constant communication. This would help provide transparency and build trust with others.
  2. Instead of investing in all kinds of assets, limit yourselves when investing actively to prevent making bad decisions and simply focus on where you can provide value.
  3. Limiting your opportunities will actually expand your opportunities as it could help rookie investors be clear on their goals and align them with their investing strategy.

Get in Touch:

  • Yarusi Holdings Website - https://www.yarusiholdings.com/website
  • 7 Figure Multifamily Website - https://www.7figuremultifamily.com/
  • Multifamily Live Event - https://multifamilyliveevent.com/mf2022
  • Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Book:

  • The Miracle Morning Series by Hal Elrod - https://www.amazon.com/The-Miracle-Morning-15-book-series/dp/B07B5RD8MK

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In today’s show, Pancham interviews Brian Bradley - nationally recognized Asset Protection Attorney and Senior Managing Partner at Bradley Legal Corp.

With the goal of giving you the “peace of mind” knowing that your assets are far from harm, Brian Bradley has been defending high-risks professionals, entrepreneurs, real estate investors, and other workers from creditors that could target their assets and their wealth through asset protection!

How can you protect your assets? Listen to this episode as he deconstructs this concept and provides insights on how it really works! He’ll also go over the various asset protection trusts available and why you should start protecting your assets protected now!

Listen and enjoy the show!

Quote:

“I like the practice of law. And I realize that people need to start doing things beforehand before they're getting sued.”

Timestamped Shownotes:

  • 2:11 - Pancham introduces Brian to the show
  • 4:17 - The struggles he faced to be the leading asset protection lawyer today
  • 8:51 - Asset protection and the ECCC criteria to keep in mind
  • 11:18 - Analyzing what can potentially go wrong with no asset protection
  • 16:38 - Breaking down the different layers of asset protection
  • 27:32 - 2 asset protection trusts and what best fits for you
  • 38:30 - Real-life case laws that apply the asset protection trusts
  • 44:18 - The Bridge Trust and what makes it different from others
  • 52:13 - Taking the Leap Round
  • 52:13 - His favorite asset classes to invest on outside of Wall Street
  • 52:53 - Overcoming his analysis paralysis and simply taking the leap
  • 53:41 - Why fix-and-flip investments didn’t meet his preferences
  • 54:29 - Why investors should always do their research
  • 55:22 - How you can connect with Brian

3 Key Points:

  1. People tend to not get plans or protection as they believe that nothing wrong is going to happen. Having asset-protection helps you protect what you have before it gets any worse.
  2. The role of asset protection is to help create a legal barrier and out of your personal name so that the people who may be suing you can’t reach those assets.
  3. There are a lot of asset protection trusts that are made available to the public. You just need to find the right plan for you depending on your profile and your risks.

Get in Touch:

  • Bradley Legal Corp Website - https://btblegal.com/
  • Brian Bradly Email - brian@btblegal.com
  • Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Anthony Zhang - co-founder and CEO of Vinovest.

Wine investing is not a common asset class to invest in but it is actually one of the high-performing assets! Realizing the potential of the business and wishing to eliminate barriers to entry so that anybody can invest in wine, Anthony has co-founded Vinovest - a global wine investment firm with over 10,000 clients and nearly $100 million worth of assets!

Want to diversify your portfolio? Listen as he shares the know-how of wine investing! How do you exactly invest in wine? What makes wine a good asset class? What drives the pricing in the wine market? What should be my expected cash flow in this industry? What does Vinovest offer to wine investors? Anthony will answer all these burning questions so tune in until the end!

Listen and enjoy the show!

Quote:

“I love being able to play a small part within creating economic opportunities for people.”

Timestamped Shownotes:

  • 1:23 - Pancham introduces Anthony to the show
  • 2:25 - How the idea of utilizing wine as an asset class came about
  • 6:37 - What makes wine investment-worthy and what Vinovest offers
  • 12:27 - Breaking down costs and projecting profit returns in wine investing
  • 17:06 - On having worldwide sourcing and storage for efficient operations
  • 19:11 - The criteria for evaluating wine to consider it an investment
  • 23:15 - Risks that you should look out for when investing in wine
  • 26:42 - On improving Vinovest and achieving the company mission
  • 31:48 - Taking the Leap Round
  • 31:48 - Supporting his friend’s startup as his first investment
  • 32:10 - On having no fears when he first started investing
  • 32:31 - Why his angel investments did not work as expected
  • 33:51 - On using failed investments as part of your education
  • 35:50 - How you can connect with Anthony

3 Key Points:

  1. What differentiates us from the ultra-wealthy class is the access to quality alternative assets such as wine. Thus, Vinovest is created as a way to make wine investing accessible for all.
  2. You’re not investing in wine by buying shares that represent wine but rather actually owning a bottle of it. They would preserve the wine for you and your portfolio is customized to your preferences.
  3. If you’re planning to receive the best returns through wine investing, it’s best to consider wine as a mid-to-long-term asset and to expect returns within 5 - 10 years.

Get in Touch:

  • Vinovest Website - https://www.vinovest.co/
  • Anthony Zhang Email - anthony@vinovest.co
  • Anthony Zhang Twitter - ​​https://twitter.com/anthony_j_zhang
  • Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Kevin Heras - CEO and Co-founder of InvestNext.

From a side project to a full-time venture, InvestNext has been modernizing the way real estate syndications and investment firms to raise and manage capital! Kevin is bringing investing to the next level as the software platform is now managing 1600+ syndications and billions of dollars in capital!

Discover what the investment portal has to offer in this episode as he shares its features, benefits to passive investors and active syndicators, and how it makes investing easier! He’ll also share how InvestNext brings the entire transaction in one place, and how it helps establishing trust and good relationship with your investors!

Listen and enjoy the show!

Quote:

“It was really cool to build something from the ground up and kind of see that at the early on-stage. So I knew I wanted to do something longer term around building something that solves a problem.”

Timestamped Shownotes:

  • 2:04 - Pancham introduces Kevin to the show
  • 3:35 - His college experience that made an impact on building InvestNext
  • 10:44 - Creating the all-in-one investing experience for passive investors
  • 14:06 - What makes InvestNext different from other investment portals
  • 16:49 - Fully-built dashboard and having full database access to sponsors
  • 19:46 - On integrating your email clients to your profile for easier tracking
  • 22:32 - On building strong customer relationships through InvestNext
  • 28:04 - Taking the Leap Round
  • 28:04 - On investing time and sweat equity in InvestNext
  • 28:38 - Overcoming fears by working with his “what ifs” and doubts
  • 30:41 - His investments that didn’t work out as expected
  • 33:18 - His message to those who hesitate to take a leap
  • 35:21 - How you can connect with Kevin

3 Key Points:

  1. InvestNext is an investment portal wherein both passive investors and active sponsors could see their portfolios and track their active deals in one place.
  2. In building strong customer relationships with investors, InvestNext also provides a system wherein you can easily track conversations and securely transact payments.
  3. Having consistent feedback from possible users could help for potential optimizations which could benefit in developing your product.

Get in Touch:

  • InvestNext Website - https://www.investnext.com/
  • Kevin Heras Email - kevin@investnext.com
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Ivy Zelman - Chief Executive Officer of Zelman & Associates and a sought-after expert on the housing sector.

With her 30 years of experience, Ivy is highly respected in the housing industry for her precise assessments which have helped industry leaders avoid costly mistakes and helped them seize opportunities! Through her value-added research, she has received multiple recognitions in the housing industry, including being named as one of Wall Street's most powerful women!

Want to invest but don’t know if it’s the right time to start? Or should you wait until the dust finally settles? Well, this episode is perfect for you! Listen as she discusses the dynamics that influence home price inflation and imparts her knowledge by analyzing the housing market.

Listen and enjoy the show!

Quote:

“I do love meeting new industry people. I always am looking to learn and I just think of myself as a student of the industry.”

Timestamped Shownotes:

  • 1:18 - Pancham introduces Ivy to the show
  • 4:28 - Her background on the housing market and doing value-added research
  • 8:08 - The leading factors that contributed to asset price inflation
  • 15:34 - Why remote work trends in 2022 would be influenced by your industry
  • 19:27 - Her prediction on why inflation would not slow down anytime soon
  • 23:54 - The phenomena that drive homeownership and home price inflation
  • 29:31 - Why the multi-family cap rates would continue to compress
  • 38:54 - Taking the Leap Round
  • 38:54 - Her first investment outside of Wall Street
  • 39:24 - On having no fears when she invested in her property
  • 40:02 - Why her start-up investments didn’t work out
  • 42:00 - Why investors should diversify their investments
  • 43:14 - How you can connect with Ivy

3 Key Points:

  1. The U.S. currently has a low inventory in terms of its households which mitigates some downturns. Thus, residential real estate is actually a good hedge against this inflation
  2. In the current inflationary environment, it’s best to diversify your money by having investments in real estate, hedge funds, and/or having cash itself as your asset.
  3. Doing your due diligence can be a step to starting your own firm. Another thing that can help encourage you to take the plunge is the support from the people around you.

Get in Touch:

  • Zelman & Associates Website - https://www.zelmanassociates.com/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Book:

  • Gimme Shelter: Hard Calls + Soft Skills From A Wall Street Trailblazer by Ivy Zelman - https://www.amazon.com/dp/1737709929/

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In today’s show, Pancham interviews Dustin Heiner - a real estate investing expert and founder of MasterPassiveIncome.com.

Dustin has become the epitome of success, demonstrating that you can be unemployed and still make income at 37 years old through real estate investing! As part of his mission to help everyone quit their job and earn without ever having to work again, he has been helping his students invest in rental properties, develop successful real estate investing businesses, and teach them how they can invest all over the country!

In this episode, learn from the real estate rental property expert himself as he shares his story on becoming a full-time investor and why he created Master Passive Income. He’ll also teach the right way to get started, the perks of earning passive income, and why working in a job is riskier than investing in real estate!

Listen and enjoy the show!

Quote:

“My value doesn't come from my job. My value comes from my God for myself and from my family. And from that point forward, I started telling literally every single person ‘I am an investor.’ ”

Timestamped Shownotes:

  • 0:37 - Pancham introduces Dustin to the show
  • 3:05 - The wake-up call that made him start investing in real estate
  • 10:41 - Beginner investor mistakes and the best way to start investing
  • 16:32 - Why you should take the leap to stop trading hours for money
  • 22:51 - On his passion to help rookie investors through REWBCON
  • 28:16 - Taking the Leap Round
  • 28:16 - His 1st investment outside of Wall Street
  • 29:03 - On overcoming his fear when he first started investing
  • 29:54 - His investments that did not work out as expected
  • 31:44 - Why you should consider and invest in passive income
  • 32:45 - Where you can get your copy of his free real estate investing course

3 Key Points:

  1. Instead of making your property your business, you should build your business first by buying properties and looking for people that you would be needing when you get started.
  2. Your value is much more than your job could ever pay you. Investing helps in giving you the freedom to do what you want without trading your time for money.
  3. Passive income is the only way for someone to get wealthy and be able to pass that down to their children. You can’t keep your job forever but your passive income can be passed down.

Get in Touch:

  • Get your FREE copy of the Real Estate Investing Course at dustin@thegoldcollarinvestor.com or text RENTAL 233777
  • Real Estate Wealth Builders Conference Website - https://rewbcon.com/
  • Master Passive Income Website - https://www.masterpassiveincome.com/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194
  • Rich Dad's CASHFLOW Quadrant: Rich Dad's Guide to Financial Freedom by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dads-CASHFLOW-Quadrant-Financial/dp/1612680054

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In today’s show, Pancham interviews Whitney Elkins-Hutten - founder of ASH Wealth and the Investor Accelerator Program.

After buying the house with her ex-partner, she began to rehabilitate and rent the house for a while before finally selling the property and making a profit from it. Unaware that she was investing at first, she is already getting the hang of it and is fully enjoying her experience as she is already a partner in $700 million worth of real estate!

In this episode, we’ll dive deeper into various topics as Whitney shares her transition from investing in single-family homes to big passive investments, her investing approach that helps scale up her portfolio, and how her personal goals help build her wealth creation strategies.

Listen and enjoy the show!

Quote:

“I actually made more in that one transaction than I had in my whole income working 80 hours a week that year.”

Timestamped Shownotes:

  • 0:37 - Pancham introduces Whitney to the show
  • 2:37 - How she unintentionally got started in real estate investing
  • 10:03 - Aligning your investing strategy to your financial goals
  • 15:27 - On building relationships to be able to scale your portfolio
  • 21:14 - Her ultimate checklist that helps in vetting a potential investment
  • 24:13 - Lessons she learned and the things she would have done differently
  • 29:01 - Taking the Leap Round
  • 29:01 - Her first unexpected investment outside of Wall Street
  • 30:03 - Overcoming her fear of having failed investments
  • 31:58 - One investment that didn’t go as expected
  • 34:58 - On investors grasping the idea of controlling their own destiny
  • 35:49 - Where you can connect with Whitney

3 Key Points:

  1. Understanding what you want to achieve, and your personal financial goals can help with implementing your own investing strategy.
  2. Investing in a team that best fits your investing strategy is also crucial aside from the investment deal itself.
  3. Focus and don’t lose sight of your goals. Money is a tool to help you reach your goals and is not the goal itself.

Get in Touch:

  • Whitney Elkins-Hutten Website - https://www.passiveinvesting.com/whitney/
  • Ash Wealth Website - https://ashwealth.com/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • Home Improvement 1-2-3: Expert Advice from The Home Depot by The Home Depot - https://www.amazon.com/Home-Improvement-1-2-3-Expert-Advice/dp/0696213273
  • Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194

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In today’s show, Pancham interviews Bethany LaFlam - managing partner of Premier Law Group PLLC and co-creator of Asherah's Box.

Her role in providing legal counseling and strategic matters to clients has helped protect syndicators and passive investors to stay out of legal troubles, a modern-day hero indeed! Following her entrepreneurial desires, she has now launched her own subscription box business and has been managing them since!

In this episode, she will showcase her expertise as she shares legal advice and the green and red flags to look out for when investing in a syndication deal! She'll also share her knowledge on the basics of public and private offerings, and what you should know about the Private Placement Memorandum.

Listen and enjoy the show!

Quote:

“When I started doing PPM for these syndication deals, I’m like “What do you mean there's cash flow?” I am just enamored by this world now and having the law background has provided sort of different color for that.”

Timestamped Shownotes:

  • 0:38 - Pancham introduces Bethany to the show
  • 2:47 - Her law career and how she learned about real estate investing
  • 4:33 - Major differences between private and public offerings
  • 10:14 - The 3 main factors to look out for in a syndicated deal
  • 13:52 - Circumstances that limited partners need to be responsible for
  • 16:47 - Rule 506(c) vs. Rule 506(b) offering from an operator’s viewpoint
  • 20:09 - Taking the Leap Round
  • 20:09 - Launching her business as her investment outside of Wall Street
  • 24:05 - Her fears when she started her subscription box business
  • 25:10 - Raising funds as her investment that didn’t work out
  • 26:00 - Why rookie investors should go and invest right now
  • 26:56 - Platforms where you can contact and connect with Bethany

3 Key Points:

  1. Don’t invest with an operator who guarantees you positive returns as it’s not allowed. As a limited partner, you’re protected from those and the liability would go to the operator.
  2. It’s important to tell potential investors about the potential risks in a deal upfront instead of telling them after they’ve made their investment.
  3. You can’t solicit or advertise your deals publicly if you’re conducting an offering under Rule 506(b) thus, seeing those offerings in social media is a red flag to look out for.

Get in Touch:

  • Bethany LaFlam Email for Legal Advices - bethany@plglp.com
  • Asherah’s Box Website - https://asherahsbox.com/
  • Bethany LaFlam Email for Asherah’s Box - bethany@asherahsbox.com
  • Get your free copy of the “Top 6 Reasons To Invest Outside of Wall Street” at https://thegoldcollarinvestor.com/download/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Rajan Gupta - co-founder and principal of Mesos Capital. What is real estate syndication? How does it function? How are these properties being valued? What does our business plan look like? What kind of returns are you to the investors and what should they expect? We tend to get asked a lot about these questions so, in this episode, we’ll tackle it all for you!

Rajan has been a guest of The Gold Collar Investor Podcast multiple times yet he has never failed to provide his knowledge and comprehension on various topics. In this episode, he would share his insights about property syndication as he discusses how it works, where they focus their properties and how it is valued, and different offerings the Mesos Capital has in store for you!

Listen and enjoy the show!

Quote:

“Think about syndication as a partnership. It's like a bunch of investors or private individuals coming together to lend their resources and time to do a project.”

Timestamped Shownotes:

  • 0:37 - Pancham welcomes back Rajan to the show
  • 2:20 - Overview of syndication and how it works
  • 3:34 - Single-family home valuation vs. commercial property valuation
  • 7:09 - Their business plan and the 2 key things for choosing an investment property
  • 9:38 - Major differences between Class A and Class B shares
  • 13:39 - How a preferred return operates
  • 16:11 - Identifying what Mesos Capital offerings is perfect for you
  • 21:51 - The benefits and risks of cash-out refinance

3 Key Points:

  1. A single-family home is valued based on the surrounding properties which are beyond one’s control while commercial properties are being valued by its income metrics.
  2. Focusing their investment strategy on picking the location with high-growth markets and choosing Class B properties helps them increase the property’s value.
  3. Evaluating the kind of shares that would best fit you would be based on your liquidity situation, your tax situation, and the risks you’re willing to take.

Get in Touch:

  • Mesos Capital Website - http://mesoscapital.com/
  • Listen to TGCI Episode #4 at https://thegoldcollarinvestor.com/show4/
  • Listen to TGCI Episode #94 at https://thegoldcollarinvestor.com/tgci-94-high-yield-lower-risk-alternative-in-a-volatile-market/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Jeff McKee - a global sales leader in McAfee partnering with Dell Consumer & SB, technology leader, and real estate investor. Born in a family full of W2 employees, he also started working in the tech industry for 33 years but decided to add another path for him and started investing at the age of 50! Now, he is on his way to financial independence as he and his family continue to invest in syndications and multifamily apartments! His story is for anyone who thinks that it’s too late for them to start investing. In this episode, learn that it’s never too late to start investing as he shares his biggest why and how he first got into investing. He’ll also share his journey, what he did to get educated, and how investing helps him take more control of his life! Listen and enjoy the show! Quote: “I needed to generate more passive income on the outside with investments and not just keep maxing out a 401k or counting on that or counting on Social Security being there. And so I just wanted to take more control of my life.”

Timestamped Shownotes:

  • 0:41 - Pancham introduces Jeff to the show
  • 2:02 - On adding a passive income stream through real estate investing
  • 9:14 - Why he decided to get started with investing in his 50s
  • 12:13 - On taking actions, failing forward, and being able to learn along the way
  • 16:11 - Decisions that he would have done differently when he first started
  • 24:29 - Financing details on his first single-family and multifamily investments
  • 28:14 - The morning routine that helps him to be more productive
  • 32:09 - Taking the Leap Round
  • 32:09 - His 1st duplex investment outside of Wall Street
  • 33:00 - Overcoming uneasiness when he first started investing
  • 34:19 - How his 1st duplex investment didn’t go as expected
  • 35:33 - Why investors should start investing in themselves
  • 36:51 - Where you can get a copy of his guidebook “Passive Investing in Multifamily”

3 Key Points:

  1. Always start and take action instead of waiting on the sidelines. It may not be the right action but at least you’ll learn along the way and be better.
  2. Surround yourself with like-minded individuals that have the same goals such as a professional team of advisors, fellow investors, mentoring groups, and the like.
  3. When you first start investing, it’s best to partner with others to generate capital. There are a lot of ways to do joint ventures that investors can explore.

Get in Touch:

  • Get your FREE eBook copy of “Passive Investing in Multifamily Guidebook” at jeff@thegoldcollarinvestor.com
  • McKee Capital Group Website - https://mckeecapitalgroup.com/
  • Listen to TGCI #4 at https://thegoldcollarinvestor.com/show4/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! By Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194
  • Rich Dad's CASHFLOW Quadrant: Rich Dad's Guide to Financial Freedom by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dads-CASHFLOW-Quadrant-Financial/dp/1612680054
  • The Miracle Morning Series by Hal Elrod - https://www.amazon.com/The-Miracle-Morning-15-book-series/dp/B07B5RD8MK?ref=dbs_m_mng_rwt_0000_ext

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In today’s show, Pancham interviews Harsh Kejriwal - an active investor and developer in 6 different states and founding partner of HVR Investments.

Investing in hotel deals is not a common concept you’re hearing from investors. People tend to hesitate when it comes to hotel investments but Harsh proves them otherwise! From actively investing in hotels to constructing them from the ground up, Harsh has been doing them all and more!

In this episode, learn more about the hotel industry as he shares how he got into it, how they still have positive cash flow hotel investments even during the pandemic, and how he started in ground-up hotel development. Curious what this asset class has for you? Tune in as he discusses the concept and the factors that you should consider when investing in hotel deals!

Listen and enjoy the show!

Quote:

“Yes, we have 3 - 4 months of challenging time. But the operation? The local staff made them so comfortable. Not only them, but we have other people staying in the hotel so it sort of became like it's a kind of family.”

Timestamped Shownotes:

  • 1:38 - Pancham introduces Harsh to the show
  • 3:43 - His journey to investing full time and starting his firm
  • 7:51 - Factors that made him decide to start investing full-time
  • 10:11 - How their hotel investments got through COVID-19
  • 15:30 - On evaluating demands in every market before making decisions
  • 19:16 - The biggest factor that can make or break your hotel deals
  • 21:51 - Details on his first hotel deal and how he is financing his investments
  • 24:23 - Objective of the land fund and how it benefits investors
  • 32:39 - Taking the Leap Round
  • 32:39 - His 1st investment outside of Wall Street
  • 33:09 - On being courageous and having no fears when he 1st invested
  • 33:37 - How his multi-family investment didn’t work out as expected
  • 35:12 - Why new investors should invest with like-minded individuals
  • 36:43 - How you can contact and connect with Harsh

3 Key Points:

  1. Looking for the right location and having a good property matter since you need to be able to reach out to people and identify their needs.
  2. Assess the demands in each of the markets in every location by doing the due diligence such as knowing the projected occupancy rates and identifying risks.
  3. Even if you have the best location, it doesn’t matter if the operator is not managing the property well as it could lead to losing customers.

Get in Touch:

  • Harsh Kejriwal Email - harsh@hvrinvestments.com
  • Harsh Kejriwal Contact Info - (512) 413-0506
  • Download the FREE e-book “Top 6 Reasons To Invest Outside of Wall Street” at https://thegoldcollarinvestor.com/download/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Chris Naugle - former pro-snowboarder, money mogul, founder of The Money School™, and America’s #1 Money Mentor.

Trading time for money is not exactly his forte. At the age of 16, he was able to start his own clothing line and has been able to build and own 19 companies since then! With the lessons he learned through his experience, he is passionate to ignite the entrepreneurial spirit in everyone as he conveys his knowledge of how money works!

In today’s episode, listen to his roller-coaster journey as he shares the successes and failures that got him to where he is today! Want your money to work for you? This episode is for you as he’ll also share the laws of wealth and why every aspiring entrepreneur should understand these concepts!

Listen and enjoy the show!

Quote:

“I’ve always been a visionary. I've always been a dreamer. I’ve never listened to other people telling me that I can't do something.”

Timestamped Shownotes:

  • 0:37 - Pancham introduces Chris to the show
  • 1:52 - On starting his clothing line to stop trading his hours for dollars
  • 6:00 - From having everything to nearly nothing and how he overcome from it
  • 17:45 - Analyzing and breaking down the most fundamental laws of wealth
  • 23:01 - Why protecting your wealth is as important as making money
  • 27:16 - His forecast on the future of the economy and how to prepare for it
  • 38:22 - Taking the Leap Round
  • 38:22 - Starting his clothing line as his first investment
  • 38:39 - Why he doesn’t let his fears stop him from taking risks
  • 39:06 - Realizations from his investment that didn’t work as expected
  • 40:35 - Why investors should always research and do their due diligence
  • 41:23 - How you can get a free copy of his books

3 Key Points:

  1. It’s not about having a lot of resources but rather knowing how resourceful you can be with what you have.
  2. It’s important to understand the fundamental laws of wealth and learn the banking principles so that you could apply them with your own money and be able to protect it.
  3. Building wealth is more like a marathon than a sprint. It focuses on long-term goals thus investors should always see the bigger picture when making investment decisions.

Get in Touch:

  • Send an email to byob@thegoldcollarinvestor.com and get your FREE copy of “Mapping Out the Millionaire Mystery”, “The Private Money Guide”, and “Drifting Away from Traditional Car Buying”
  • Chris Naugle Website - https://www.chrisnaugle.com/
  • The Gold Collar Investor Banking - https://thegoldcollarinvestor.com/banking/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Vee Khuu - real estate investor, passive income mentor, and creator of the IPO Real Estate Investing Method.

When is the best time to invest in real estate? Vee Khuu saw the opportunity in 2009 when properties are being sold at low prices! After attending seminars and learning with the help of his mentor, he took the leap in investing and now has been involved in over $20M in real estate transactions!

Get inspired by his story as he shares his immigration journey and how he got to learn about real estate investing! He’ll also share how his mentor gave him the confidence to start investing, how he is building up his career, and lessons he learned throughout his investing experience!

Listen and enjoy the show!

Quote:

“At that time, I realized that this time is actually the best time to buy real estate.”

Timestamped Shownotes:

  • 00:47 - Pancham introduces Vee Khuu to the show
  • 2:03 - On attending free real estate weekend seminars and finding a local mentor
  • 6:18 - Details on his 1st investment and learning from his mistakes
  • 16:53 - What his current investment portfolio looks like
  • 19:21 - How his multi-family home deal got into bank foreclosure
  • 21:56 - Why investors should need enough money and not completely rely on cash flow
  • 23:43 - How journaling and visualizing his day helped with his productivity
  • 30:34 - Taking the Leap Round
  • 30:34 - His 1st investing deal outside of Wall Street
  • 30:45 - Overcoming his fear of making the wrong moves
  • 32:54 - How his apartment deal didn’t go as expected
  • 36:46 - Why investors should note that investing is a people’s business
  • 39:53 - How you can connect with Vee Khuu

3 Key Points:

  1. It’s okay to simply breakeven and not earn any profit in your 1st deal since you would learn a lot from your mistakes and would do better with the next investments.
  2. It’s important to do your due diligence when going into an investing deal.
  3. Real estate investing is more than its numbers. Investors need to care about the person more than deal and ask if they can trust the person first before going into it.

Get in Touch:

  • Vee Khuu Website - https://www.veekhuu.com/
  • The Real Estate Lab Podcast - https://www.veekhuu.com/the-real-estate-lab-podcast/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194
  • The Miracle Morning Series by Hal Elrod - https://www.amazon.com/The-Miracle-Morning-15-book-series/dp/B07B5RD8MK?ref=dbs_m_mng_rwt_0000_ext
  • The Secret by Rhonda Byrne - https://www.amazon.com/Secret-Rhonda-Byrne/dp/1582701709

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In today’s show, Pancham interviews Aileen Prak - host of How Did They Do It? Real Estate podcast, and co-founder of Bonavest Capital.

Wanting to spend more time with her children, she just knew she needed to start to create passive income and real estate investing is the best vehicle for it. In just a year and a half, she is on the road to financial freedom as she has done 10 syndication deals as a passive investor and actively invested in 4 deals as a general partner! Today, she helps other aspiring investors generate passive income themselves through different platforms!

Listen to her story as she shares how education and building her foundation helps in getting started. This episode is also perfect for everyone wanting to create passive income and financial freedom as she breaks down the process that got her to where she is today and different pieces of advice that could help with your investing journey!

Listen and enjoy the show!

Quote:

“What we realized was time is what we are looking for. We wanted to get more time freedom for ourselves.”

Timestamped Shownotes:

  • 1:05 - Pancham introduces Aileen to the show
  • 2:52 - How her passive income goals got her into real estate investing
  • 11:47 - Breaking down her process to get started on investing in syndications
  • 14:03 - Actions she would have done differently in real estate investing
  • 15:13 - On working towards financial freedom as her inspiring yet uncomfortable goal
  • 16:45 - How focusing her mornings on her children made her day productive
  • 19:39 - Taking the Leap Round
  • 19:39 - On single-family home as her first investment outside of Wall Street
  • 20:17 - How she overcome her fear of relying on and trusting other people
  • 21:15 - How her off-market multifamily deal didn't work out as expected
  • 23:53 - Why investors shouldn't limit themselves to different possibilities
  • 24:41 - On writing “Apartment Syndication Due Diligence Checklist for Passive Investor” and how you can get your copy

3 Key Points:

  1. When getting started into investing, it’s better to build your knowledge and understand the concept first before anything else.
  2. Working with a sponsor who has good records helps in terms of additional knowledge and guiding you to the right way in investing.
  3. Starting a podcast or a leadership platform could benefit you if you’re planning to shift from being a passive to an active investor.

Get in Touch:

  • Get your copy of “Apartment Syndication Due Diligence Checklist for Passive Investor” at bonavest@thegoldcollarinvestor.com
  • Bonavest Capital Website - https://bonavestcapital.com/
  • How Did They Do It? Real Estate Podcast - https://bonavestcapital.com/mainpodcast/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Book:

  • The Hands-Off Investor: An Insider’s Guide to Investing in Passive Real Estate Syndications by Brian Burke - https://www.amazon.com/Hands-Off-Investor-Insiders-Investing-Syndications/dp/1947200275

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2021 has surely been a year of ups and downs but success is definitely not the destination but the journey we’ve come so far to accomplish these things. From the bottom of our hearts, The Gold Collar Investor Team would like to thank YOU for being with us as we help provide value and take your first step to achieve financial independence.

Listen to this episode as I express my gratitude to everyone who has made all of this possible. As we head into 2022, let us continue on to this journey and keep striving as we continue to add financial value to our network, and create an impact on the communities as we help grow their wealth!

Quote:

“We are incredibly proud of our team for what we had achieved along with everyone at The Gold Collar Investor and our sponsor, Mesos Capital Team.”

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In today’s show, Pancham interviews Matt Picheny - aspiring actor-turned-full time investor, operator of thousands of apartment units, and founder of Picheny.

From bagging Tony Awards® as co-Producers of the Broadway shows Moulin Rouge! and American Utopia and investing in broadway productions, he is now back in this show as a full-time investor and the author of his upcoming book “Backstage Guide to Real Estate: Produce Passive Income, Write Your Own Story, and Direct Your Dollars Toward Positive Change''!

In this episode, Matt is back as he shares his transition from being an actor, then working in the tech industry, and finally learning about syndications. He’ll also provide insights on his book as he tackles his catalyst on why he started writing one, why it’s easy to understand (even for beginners!), and real estate concepts that you can look out for!

Listen and enjoy the show!

Quote:

“It really opened my eyes to real estate and the power of real estate. I was like “Wow! I need to do that again. I need to figure out how do I start doing this.”

Timestamped Shownotes:

  • 1:26 - Pancham welcomes back Matt to the show
  • 4:43 - How selling his old apartment got him to see the power of investing
  • 10:26 - How the Rich Dad Poor Dad audiobook and Hamilton soundtrack’s “My Shot” pushed him to scale up to multi-family syndications
  • 16:27 - On making complex real estate concepts easier through his book
  • 24:21 - Biggest takeaway aspiring investors could get from his book
  • 28:32 - Taking the Leap Round
  • 28:32 - How setting goals helped him live a purposeful life
  • 29:37 - Why The Creature from Jekyll Island provided an impact on his life
  • 31:54 - How launching his own book helped him get out of his comfort zone
  • 32:41 - How you can get a copy of his book “Backstage Guide To Real Estate”

3 Key Points:

  1. Investing through multifamily syndications is ideal since it is scalable - unlike in single-family homes wherein it might be quite hard to scale up your investing business.
  2. His book would help investors understand the concepts of investing and could relate to anyone as it starts with his journey and goes through a guide of sizing up syndications.
  3. You shouldn’t trade your time for money as you could always generate money but you couldn't always produce time.

Get in Touch:

  • Get a copy of his book “Backstage Guide To Real Estate: Produce Passive Income, Write Your Own Story, and Direct Your Dollars Toward Positive Change.” at backstage@thegoldcollarinvestor.com
  • Matt Picheny Website - https://picheny.com/
  • Listen to Matt’s previous guesting in TGCI #22 at https://thegoldcollarinvestor.com/tgci-22-investing-in-broadway-shows/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/

Books:

  • Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194
  • The Creature from Jekyll Island: A Second Look at the Federal Reserve by G. Edward Griffin - https://www.amazon.com/Creature-Jekyll-Island-Federal-Reserve/dp/091298645X

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In today’s show, Pancham interviews Dr. Amy Novotny - a physical therapist, pain specialist, and founder of PABR Institute.

One of the things that we tend to ignore when we’re busy achieving our goals is prioritizing our own health. Today’s episode will specifically focus on how we breathe - the one aspect of health that we tend to overlook. With Dr. Amy’s mission to provide natural remedies for those suffering from pain, she has been treating people by simply telling and teaching them how to breathe!

In this episode, discover the importance of shifting our breathing mechanism right as she shares why we tend to not realize that we don’t breathe, how there are so many more benefits in breathing, and how it can eliminate stress! She’ll also help you live a pain-free life as she breaks down the proper breathing method into 4 steps, and why doing it with other activities can help improve your health!

Listen and enjoy the show!

Quote:

“There's a part of the rehabilitation world that we weren’t reaching everyone and so I started studying our nervous system differently, studying how we breathe differently.”

Timestamped Shownotes:

  • 2:37 - Pancham introduces Dr. Amy to the show
  • 4:20 - How she got to developed the PABR breathing method
  • 6:57 - Why breathing is a skill set that should be mastered correctly
  • 16:12 - Combining the right breathing and relaxing activities to get its full benefits
  • 19:14 - The basic and proper way of breathing (in just 4 steps!)
  • 21:59 - On doing this method on a daily basis to become a natural habit
  • 29:28 - On reading the signs and being aware if you’re breathing right
  • 32:55 - Why everyone should know and learn this breathing practice
  • 36:33 - Taking the Leap Round
  • 36:33 - Tasks that she does to have a meaningful and intentional life
  • 37:42 - How Rich Dad Poor Dad has provided impact on her life
  • 38:52 - On structuring and developing a course brings her out of her comfort zone
  • 40:38 - How you can connect with Dr. Amy

3 Key Points:

  1. Breathing the right way is vital to our health as not doing it properly could lead to stress, anxiety, and could impact our nervous system and how our muscles work.
  2. Since our body loves to develop habits, we tend to have new habits when we’re in a stressed state which would then negatively impact ourselves.
  3. The key to correcting our breathing is to have our ribcage in a correct position to be able to calm down our nervous system and use the diaphragm - the correct breathing muscle.

Get in Touch:

  • Dr. Amy Novotny Email - amy@pabrinstitute.com
  • PABR Institute Website - https://pabrinstitute.com/
  • The Gold Collar Investor Banking - https://thegoldcollarinvestor.com/banking/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Book:

  • Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194

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In today’s show, Pancham interviews Stefan Tsvetkov - founder of RealtyQuant, multifamily investor, analytics speaker, and live webinar host.

Achieving financial independence is a natural goal for real estate investors but for Stefan, making more equity was his stepping stone to start his own company and make his own investments! With his financial engineering background, he was able to provide value in the real estate industry through data analytics, technology, and quantitative techniques!

In this episode, learn how data can be the key to successful investments as he shares the concept of data-driven investing. He’ll also share his analytical skills as he breaks down the data-driven system for investing, how you can see and predict the valuation of the properties, and how analyzing the market is very useful.

Listen and enjoy the show!

Quote:

“I’ve been very happy to be able to do that and be able to transition to a new field and being a private investor and being an entrepreneur. I quite like the dynamic versus working for income.”

Timestamped Shownotes:

  • 0:41 - Pancham introduces Stefan to the show
  • 1:49 - His natural transition from financial engineering to real estate investing
  • 9:08 - Data-driven investing and being more than just figures
  • 13:35 - The benefit of using Automated Valuation Model when investing
  • 16:10 - How data analysis helps identify potentially good investments
  • 20:14 - Market analysis and why its data is very significant
  • 25:37 - The best-performing markets to look out for based on market analytics
  • 31:44 - Taking the Leap Round
  • 31:44 - His 1st alternative investment outside of Wall Street
  • 32:57 - Overcoming his fear by studying each investment details
  • 33:58 - How his property investment didn’t go as expected
  • 34:33 - Why investors should understand the investments and its market evaluation
  • 36:26 - How you can enroll in his Data-driven Real Estate Investing Course

3 Key Points:

  1. Data-driven investing is a system that imports data into quantitative methods and is able to pull big amounts of data to process and that can be analyzed.
  2. By collecting these numbers and being able to do the algorithm for data-driven investing, you can now have an estimate and track whether it has good valuation and value-add.
  3. Analyzing the market is driven by real estate fundamentals such as income, housing supply, and operations. Thus, knowing and comparing the data from different states helps.

Get in Touch:

  • Enroll now in their Data-driven Real Estate Investing Course at https://www.realtyquant.com/academy
  • RealtyQuant Market Analytics Reports and Data - https://www.realtyquant.com/analytics
  • RealtyQuant Website - https://www.realtyquant.com/
  • Stefan Tsvetkov LinkedIn - https://www.linkedin.com/in/stefantsvetkov/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Dr. Felecia Froe - real estate syndicator, founder of Money With Mission, licensed urological surgeon, and host of Money With Mission Podcast.

Realizing that her mission is to change people’s lives through investing and not through medicine, she stepped away from her practice and helped empower people to achieve financial freedom. She shows that she is more than just a simple investor as she advocates for better health and wealth by investing in residential assisted living facilities, and providing food through vertical farms and grocery stores!

In this episode, she expounds how health is indeed wealth as she shares her journey in social impact investing and why it took 20 years to make that first step. She also unpacks her knowledge and insights about indoor farming, why she chooses to invest in it, and the positive domino effect of investing in asset classes that makes an impact so don’t miss out on this episode!

Listen and enjoy the show!

Quote:

“All these things that have come into my life made me realize that passive income is so necessary and I want to help people understand how to get it outside of their 401k or their RIA or whatever thing they have that's on Wall Street.”

Timestamped Shownotes:

  • 0:40 - Pancham introduces Dr. Felecia to the show
  • 2:14 - On making a social impact and changing people’s lives through investing
  • 8:07 - How she dealt with negativity and stress from her career shift
  • 10:19 - The 2 most important factors when looking for investments
  • 12:46 - Indoor-controlled farming and its various perks to others
  • 21:38 - How the COVID-19 pandemic helped her focus on bigger goals
  • 23:08 - How her healthy routine helps her have a productive day
  • 25:56 - Taking the Leap Round
  • 25:56 - How her patient helped her through her first investment
  • 27:04 - On having no fears when she first invests outside of Wall Street
  • 27:41 - How her portfolio of properties didn’t work out as expected
  • 29:04 - Why investors should learn from someone who has experience
  • 30:24 - Where you can get her report “5 Things to Know Before You Invest in Social Impact”

3 Key Points:

  1. Passive income is important as it can help you have income streams even if you need to halt your work for a while due to other reasons.
  2. Bringing agriculture closer to people such as indoor-controlled farming would help improve the supply chain and help the earth as well.
  3. There are a lot of ways wherein you can invest and create a positive effect on people’s lives. It all just comes down to how you’ll implement it.

Get in Touch:

  • Money With Mission Website - https://moneywithmission.com/
  • Money With Mission Podcast on Apple Podcasts - https://podcasts.apple.com/us/podcast/money-with-mission-podcast/id1524677523
  • Money With Mission Podcast on Libsyn - https://directory.libsyn.com/shows/view/id/moneywithmission
  • Get your FREE copy of the report “5 Things to Know Before You Invest in Social Impact” at moneywithmission@thegoldcollarinvestor.com
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Book:

  • Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! By Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194

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In today’s show, Pancham interviews Josh McCallen - a business turnaround expert, resort rehab specialist, owner of Renault Winery Resort and Golf and investment firms Accountable Equity and VIVÂMEE Hospitality.

In every business that you think of, you would always need some sort of equipment to be able to operate the business. What if we tell you that instead of sourcing and leasing your equipment from external companies, you could be the bank itself by creating a fund and be able to create a win-win situation for you and your investors? Today, Josh is back on the show to unpack all this knowledge!

In this episode, join us as he discusses the concept of equipment leasing funds and how he became a bank in his resort business! He will also share how he was able to turn around his hospitalities and was able to strive during the pandemic, how the Efficient Income Funds (EiFs) benefits both parties, and why maximizing your riches is simply like a golden carousel!

Listen and enjoy the show!

Quote:

“And I said, “You know what? Everyone’s offering me leases, everybody’s offering me loans on equipment, Why don't I just give all that profit to my investors?”

Timestamped Shownotes:

  • 2:13 - Pancham welcomes back Josh to the show
  • 4:03 - His background and how he has been during the past year
  • 6:27 - How their hospitalities survived through the pandemic
  • 12:25 - Overview and how equipment leasing fund works (and how it came about!)
  • 22:54 - How EiFs helps provide satisfactory yields between him and investors
  • 25:51 - On the types of equipment they’re leasing and where they focus their funds on
  • 27:23 - Their payment model and the price breakdown on the investor’s yield

3 Key Points:

  1. The COVID-19 pandemic had hospitalities kept under wraps as some would shut down but he was able to turn it around through wedding contracts.
  2. Curating the EiFs has helped provide a win-win situation as they can get profit from equipment leasing and investors could get their capital back along with other benefits.
  3. Rather than building wealth, the EiFs intend to give a steady cycle of payment and be able to preserve your wealth.

Get in Touch:

  • Accountable Equity - https://accountableequity.com/
  • Renault Winery Resort and Golf - https://www.renaultwinery.com/
  • Listen to the previous The Gold Collar Investor’s episode with Josh McCallen at https://thegoldcollarinvestor.com/show60
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Book:

  • Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! By Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194

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In today’s show, Pancham interviews Giuseppe Grammatico - franchise advisor, consultant, speaker, author of Franchise Freedom: A New Manifesto For Your Financial And Time Freedom, and host of the Franchise Freedom Podcast.

Have you ever thought of owning a business but aren't sure if it’s the right fit for you? Wanting to start a business but doesn’t want to start from the ground up? Do you want another source of income wherein systems are already set up and you just need to follow certain procedures? Well, franchising may be the answer to all of your questions!

Join us in today’s episode as Giuseppe provides you a glimpse of the business world as he shares his expertise on franchising! He’ll simplify the process of franchising as he discusses how you can get started with owning one, why researching every single franchise is not gonna work, and why you should find a franchise that matches your character!

Listen and enjoy the show!

Quote:

“A franchise is a great way to have this support system which can turn into other things.”

Timestamped Shownotes:

  • 1:28 - Pancham introduces Giuseppe to the show
  • 2:52 - How he realized that franchising is perfect for him
  • 6:43 - Top reasons why you should consider investing in a franchise
  • 8:58 - Why your long-term goals are a deciding factor to get started
  • 12:47 - How the “4-Step Process” will give you a headstart in franchising
  • 19:30 - On the growth of home services and health industries during 2021
  • 24:00 - How shifting your mindset can beat your fear of making that first step
  • 32:47 - Taking the Leap Round
  • 32:47 - His first franchise investment in 2007
  • 32:55 - How he overcame his fear when he first started investing
  • 33:35 - How his investment didn’t turn out as expected
  • 34:58 - Why investors should focus on their vision and their goals
  • 35:57 - Where you can get a FREE copy of his book

3 Key Points:

  1. Franchising is a great stepping stone to get into business ownership. Getting into franchise investing could help motivate you for what’s next in your goals.
  2. Look at franchises that best fit your own business model rather than compromising your model into a franchise as it can turn out the complete opposite of what you wanted.
  3. Start to work backward by identifying your vision and end goals first before you work on how you’ll get there.

Get in Touch:

  • Get a FREE copy of his book “Franchise Freedom: A New Manifesto For Your Financial And Time Freedom” at franchisefreedom@thegoldcollarinvestor.com
  • GG The Franchise Guide Website - https://ggthefranchiseguide.com/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Book:

  • Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan Sullivan - https://www.amazon.com/Who-Not-How-Accelerating-Teamwork-ebook/dp/B0867ZJ151

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In today’s show, Pancham interviews Rocky Lalvani - fractional Chief Profitability Officer at Profit Comes First, and host of Richer Soul Podcast.

Rocky has immigrated to the United States with his parents to live the American dream. Growing up, he tends to overhear his parents’ and their friend’s conversation about finances and generating wealth that made him aspire to be a millionaire and has started educating himself. In this episode, the “Profit Answer Man” will unpack his journey on how he achieved success and make you realize that you can achieve financial independence faster!

Rocky will share everything you need to know as he provides tips and tricks to kickstart your investing journey and the distinct differences between Roth and Traditional IRA. Time is indeed gold and you’ll know why you should make every second count as we’ll dissect the power of compound interest to generate wealth and how to keep it growing so tune in until the end!

Listen and enjoy the show!

Quote:

“Wall Street is one way to make money but there are so many other better ways to do it and that gets much better returns.”

Timestamped Shownotes:

  • 1:12 - Pancham introduces Rocky to the show
  • 2:20 - How compound interest helped in building his wealth
  • 6:24 - Lowering your biggest expense to reduce the gap with your earnings
  • 10:08 - How real estate investing gives you leverage and earn profit
  • 13:34 - Roth IRA vs. Traditional IRA: Which is a better investment?
  • 17:11 - How you can develop your child’s habit of saving
  • 20:47 - Recognizing your money mindset to start accumulating wealth
  • 24:37 - On achieving time freedom as his inspiring and uncomfortable goal
  • 26:34 - Taking the Leap Round
  • 26:34 - His first property investment outside of Wall Street (in his 40s!)
  • 27:32 - How his fear kept him from taking that first step towards investing
  • 28:53 - Why his rental property didn’t work as expected
  • 30:11 - Why beginners should simply start their financial journey
  • 30:59 - How you can connect with Rocky

3 Key Points:

  1. Trust the process of how compounding works to help build your wealth as its results are seen at the last double and not at the start.
  2. Identify what is your wealth-building skill and use that to maximize your wealth as everyone has a unique ability that they can use to their advantage.
  3. Start saving money as early as today to be able to get the benefits of compounding as you grow older.

Get in Touch:

  • Lalvani and Associates Website - https://lalvani.net/
  • Richer Soul Podcast - https://richersoul.com/
  • Rocky Lalvani Email - rocky@richersoul.com
  • The Gold Collar Investor Banking - https://thegoldcollarinvestor.com/banking/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Mike Morawski - real estate investment veteran, coach for real estate investors, author of Exit Plan, and founder of My Core Intentions.

With over 30 years of real estate investing, his journey has indeed been full of ups and downs. Things, unfortunately, didn’t go in Mike’s way as his mistakes lead him to wire and mail fraud charges and a 10-year prison sentence. With realizations from a rough wake-up call to his strong mindset, he was able to turn things around which got him to where he is today!

Tune in to his story of recovery and triumph as he shares how he came back stronger from all of those unfortunate events! He’ll also provide golden nuggets on lessons he learned throughout his experience, the current trends he sees in the market today, and how he manages his business the right way!

Listen and enjoy the show!

Quote:

“My intention today is to bring a message of hope and inspiration through what I like to say is a great success, loss, and redemption.”

Timestamped Shownotes:

  • 1:09 - Pancham introduces Mike to the show
  • 2:54 - Factors that led his successful real estate career to go downhill
  • 12:40 - On going into receivership as a solution to their dilemma
  • 16:32 - Important realizations from his investing failures
  • 21:37 - On current market trends and why investors should not be afraid
  • 24:37 - Why real estate investing is the best hedge against inflation
  • 27:36 - On starting his day with a prayer, workout, and being intentional
  • 30:33 - Taking the Leap Round
  • 30:33 - His first real estate investment in 1987
  • 31:03 - How he overcome his fears when he first invested
  • 31:32 - Building his company as his investment that didn’t work out
  • 31:51 - Why investors should do background checks on sponsors
  • 32:29 - How you can contact and get a copy of his book “Exit Plan”

3 Key Points:

  1. Don’t rush things as the business can be unstable in the long run. Be patient and take your time to learn new things that will benefit you.
  2. Be transparent with your investors on the movement of their money as they trusted you with it.
  3. Real estate, especially multifamily properties, is a good hedge against inflation because of the economies of scale.

Get in Touch:

  • Get a FREE copy of his book “Exit Plan” at mikeatmci@thegoldcollarinvestor.com
  • My Core Intentions Website - https://mycoreintentions.com/
  • Mike Morawski LinkedIn - https://www.linkedin.com/in/michael-morawski/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Dave Dubeau - an investor attraction expert, author of seven books, and owner of Results Enterprises, Inc.

Active real estate investors tend to run out of capital quickly as they do deals. Fortunately, Dave has created a blueprint on how to get started with raising capital when you’re actively investing! Starting from scratch, Dave had gotten into real estate investing in 2001 and has done various range of deals since then!

In today’s episode, we’ll get the ultimate guide to raising capital and doing active deals as Dave shares how to connect with potential investors and how to keep the ball rolling! He’ll also share beginner’s mistakes, the challenge to raise capital, and the importance of consistent marketing so tune it until the end!

Listen and enjoy the show!

Quote:

“My goal is instead of asking people for the money, what if we can get people to come into us asking about our deal instead?”

Timestamped Shownotes:

  • 1:36 - Pancham introduces Dave to the show
  • 2:31 - His background and how he came up with “Money Partner Formula”
  • 4:54 - On raising capital by partnering with people with close relationships
  • 8:30 - How "warm-up campaigns" will help you gain connections
  • 10:46 - Why should your presentations not be overwhelming with information
  • 13:14 - How consistency in marketing helps in gaining more capital
  • 18:00 - How failures in his business in Costa Rica set him up for later success
  • 23:42 - Taking the Leap Round
  • 23:42 - His 1st investment outside of Wall Street
  • 24:15 - Overcoming his fears when he 1st invested
  • 24:34 - His investment that didn’t go as expected
  • 25:27 - Why investors should get good education and good partners
  • 26:46 - Where you can get a copy of his book, “Money Partner Formula”

3 Key Points:

  1. Novice investors who are raising capital often mistaken anyone as a good investor. It’s best to raise capital with people who you know best, especially when you’re still starting.
  2. When presenting your investing model, it should be simple as not everyone understands the different real estate terms.
  3. Most investors tend to stop marketing once they’ve gained capital. Continuous marketing is one key to success as we would want them to contact us when they’re ready to invest.

Get in Touch:

  • Get a FREE copy of Dave Dubeau’s “Money Partner Formula” at moneypartner@thegoldcollarinvestor.com
  • The Gold Collar Investor Banking - https://thegoldcollarinvestor.com/banking/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Denis Shapiro - co-founder of 3LM Investment Club, managing partner of SIH Capital Group, LLC, and author of The Alternative Investment Almanac: Expert Insights on Building Personal Wealth in Non-Traditional Ways.

When Denis first invested in a single-family rental, he had the worst experience possible but still wanted to create passive income and be able to build his portfolio. So, he had tried out various investing strategies and options - note and ATM funds, mobile home parks, life insurance policies, tech start-ups, and short-term rentals are only some of the alternative assets he has invested in!

His journey was certainly not an overnight success. Find out how Denis made it all possible with the help of networking, performing his due diligence, and acquiring every knowledge he can get to be a better investor! Learn the different opportunities in investing, insights from being in the industry for almost a decade, and more throughout this episode!

Listen and enjoy the show!

Quote:

“I was like “I don't wanna scale this, but I need an alternative investment so where would I go from there?” and when I started really looking into them, I found that there were so many more passive options where you are not being a landlord.”

Timestamped Shownotes:

  • 0:42 - Pancham introduces Denis to the show
  • 1:55 - On starting his career through different alternative investments
  • 9:29 - His learning process that helped with his venture’s success
  • 13:42 - The one thing that the F.I.R.E. movement overlooked on
  • 20:11 - Misconceptions to look out for when investing in syndications
  • 23:15 - Learning the language of investing to get a headstart when networking
  • 27:01 - Factors to look at when market prices are at all-time highs
  • 31:32 - Taking the Leap Round
  • 31:32 - His 1st investment outside of Wall Street (at 14 yrs old!)
  • 31:59 - Overcoming his fears when he first started investing
  • 32:41 - How his apartment and crowdfunding didn’t work as expected
  • 35:22 - Why investors should value education and learn from deals everyday
  • 37:09 - Key insights from his book and where to get a copy of them

3 Key Points:

  1. Networking with other investors is a powerful tool in order to understand investing better as you can be able to learn more such as its terms and process.
  2. Find your “why” and your purpose so that you’ll enjoy your journey even if you’ve already achieved financial independence.
  3. There would be a lot of good and bad operators when investing. As investors, one of our roles is two be able to differentiate the two.

Get in Touch:

  • Get a synopsis of his book “The Alternative Investment Almanac: Expert Insights on Building Personal Wealth in Non-Traditional Ways” at sih@thegoldcollarinvestor.com
  • SIH Capital Group Website - https://sihcapitalgroup.com/
  • Download the FREE eBook “Top 6 Reasons To Invest Outside of Wall Street” at https://thegoldcollarinvestor.com/download/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194
  • The Alternative Investment Almanac: Expert Insights on Building Personal Wealth in Non-Traditional Ways by Denis Shapiro - https://www.amazon.com/Alternative-Investment-Almanac-Insights-Non-Traditional/dp/0578872234

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In today’s show, Pancham interviews Neil Walhgren - Chief Operating Officer at MAG Capital Partners, LLC.

Former C-130 Pilot in the Air Force and Navy, Neil has transitioned to investing to generate passive income and has discovered his niche in industrial real estate! With nearly two decades of leadership, operations, and capital markets, he had raised over $250m in equity for real estate investments!

What do you need to know about the industrial real estate market? Neil would share his wisdom and discuss what makes it different from real estate investing. From its distinct characteristics to its expected risks and how they assess industrial asset deals, he would tackle it all so get your pens ready for some golden nuggets!

Listen and enjoy the show!

Quote:

“There's a huge range of production and value creation and the relationship the building has with that is what makes the asset class so unique.”

Timestamped Shownotes:

  • 1:27 - Pancham introduces Neil to the show
  • 2:32 - His background and why he decided to invest in industrial assets
  • 5:26 - Overview of how industrial asset classes work and their classifications
  • 11:12 - The benefits of sale-leaseback to owner-occupants of the property
  • 14:37 - How to evaluate an industrial asset deal and its risks to look out for
  • 24:13 - Breakdown on how he added value to one of his deals
  • 28:51 - Taking the Leap Round
  • 28:51 - His first investment outside of Wall Street
  • 30:30 - Fears he overcame when he first started investing
  • 32:07 - Investments during COVID-19 that didn't go as expected
  • 34:51 - Why investors should prioritize good referrals and sponsors
  • 36:15 - How you can connect with Neil

3 Key Points:

  1. Rather than adding value by renovation, industrial real estate assets focus on providing value through protection and giving owners a place to operate and manufacture freely.
  2. Credit risk of the tenants is one of the risks to look out for so it’s best to analyze the potential buyer’s profile and see if they’re capable of paying their obligations.
  3. Consider the location of the property if it’s convenient for the company to continue its operations.

Get in Touch:

  • Get a FREE copy of the Informational Investment Deck at mag@thegoldcollarinvestor.com
  • MAG Capital Partners, LLC Website - https://magcp.com/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Book:

  • Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194

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In today’s show, Pancham interviews Matthew Sullivan - founder and CEO of QuantmRE.

Who would have thought that there’s a new way to have access to a portion of your real estate’s equity without increasing your debt? With over 30 years of experience, Matthew has grasped this new financing tool that doesn’t take any interest, has no monthly payments, and is certainly not a loan!

In this episode, he’ll dissect this concept that seems to be too good to be true and how it is possible. He’ll share how home equity agreements differ from home equity loans and HELOCs, how it protects homeowners from financial burdens, and has explained using different scenarios to understand this concept better!

Listen and enjoy the show!

Quote:

“Equity is just another instrument that is to be used to find capital. It is all about education. Our biggest challenge is getting people to understand that there are now options which are very valuable to people that cannot borrow money or they want to borrow money.”

Timestamped Shownotes:

  • 2:04 - Pancham introduces Matthew to the show
  • 3:44 - His diversified ventures and how he got into investing
  • 5:32 - How QuantmRE helps with giving you equity freedom
  • 7:07 - Guide on how these equity-based transactions works
  • 14:20 - How their pricing strategy is a win-win situation
  • 18:30 - On property valuation and appraisal to offer good deals
  • 21:38 - Expected closing costs and returns with their investments (and how it’s dependent on the property’s value!)
  • 34:24 - Taking the Leap Round
  • 34:24 - His 1st investment outside of Wall Street
  • 36:03 - Fears when he first got into investing
  • 37:23 - His investment that didn't go as expected
  • 38:45 - Why investors should do their research before investing
  • 40:21 - Where you can connect with Matthew

3 Key Points:

  1. Their home equity agreement is different from equity loans in a way that there’s no additional debt as they invest by paying a share of the property’s equity.
  2. When investors bought a share of a property’s equity, they don't automatically become owners of the property but is simply an agreement that both have to be obliged.
  3. The expected returns will depend on the value of the property thus the company shares in the property’s gain or loss and helps in the owner’s debt burden.

Get in Touch:

  • QuantmRE Website - https://quantmre.com/
  • The Gold Collar Investor Banking - https://thegoldcollarinvestor.com/banking/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Paul Hopfensperger - motivational speaker, co-author of “Bringing Value, Solving Problems and Leaving a Legacy”, and one of the successful English Channel swimmers.

One of Paul’s lifelong goals is to be able to swim The English Channel. So when the opportunity arises to help a charity and raise money by swimming across it, he is dedicated to make it possible. With his grit, he was the 873rd person in history to swim The English Channel, the 84th person to swim it twice, and has completed his third crossing as part of the relay team!

In this episode, we’ll dissect the elements of personal growth and mindset that you need to be successful as he shares his outlook on starting this journey. He’ll also tackle the steps that you can do to start achieving your goals and why you should remove any negativity in your visions so this episode is surely a don't-miss!

Listen and enjoy the show!

Quote:

“I had to think to myself where am I gonna start from. You could only ever start from where you are right now.”

Timestamped Shownotes:

  • 1:14 - Pancham introduces Paul to the show
  • 2:37 - His transition from being an engineer to a motivational speaker
  • 8:31 - His thoughts and why he decided to swim The English Channel
  • 15:01 - The power of visualization to make his goals a reality
  • 19:19 - His simple yet powerful advice for you to make that first step
  • 26:27 - On sharing his story by being a co-author of “Bringing Value, Solving Problems and Leaving a Legacy”
  • 29:48 - How quitting as a mayor set him up for his later successes
  • 34:36 - Taking the Leap Round
  • 34:36 - The books that gave the most impact to his journey
  • 37:25 - On getting out of his comfort zone through producing music
  • 39:33 - Charities as his way to give back to the community
  • 41:20 - Where you can reach out and connect with Paul

3 Key Points:

  1. Envision yourself doing what you desire for and if any doubts arise, remove them and focus once again on your vision.
  2. Having a mentor - especially those who are successful in their fields - and executing what they told you to do would help you in terms of achieving your goals.
  3. Create a plan to get from where you are now to where you want to be and take it off your list when you get to accomplish it.

Get in Touch:

  • “Just Keep Swimming Until You Get To France!” by Paul Hopfensprenger - https://www.paulhopfensperger.com/shop/p/just-keep-swimming-until-you-get-to-france\
  • Paul Hopfensperger Website - https://www.paulhopfensperger.com/
  • Paul Hopfensperger Email - mail@paulhopfensperger.com
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • Bringing Value, Solving Problems and Leaving a Legacy by Paul Hopfensperger, Kyle Wilson, et al. - https://www.amazon.com/Bringing-Solving-Problems-Leaving-Legacy/dp/1735742813
  • The Richest Man in Babylon by George S. Clason - https://www.amazon.com/Richest-Man-Babylon-George-Clason/dp/1505339111
  • Think and Grow Rich Series by Napoleon Hill - https://www.amazon.com/gp/product/B

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In today’s show, Pancham interviews Stony Stonebraker and Lennon Lee - real estate investors and founders of Passivo Real Estate Investments.

Stony started his investing career after he retired from being an electrical engineer. Lennon jumped straight ahead into real estate investing as he started to manage properties as soon as he settled in the US. They’re indeed the epitome of “Opposites attract” as they have partnered and founded an investment firm that helps investors with generational wealth and passive income!

In this episode, Stony and Lennon will join us as they share how they came to become real estate partners and their vision as they started Passivo. We’ll also look at their mindset as they’ll share the challenge in analysis paralysis, the importance of building relationships, and working their way towards financial and time freedom!

Listen and enjoy the show!

Quote:

“The reason why we became partners is because we share the vision of achieving that financial or time freedom and we just decided that this is the vehicle. Cash-flowing real estate is the vehicle that we selected.”

Timestamped Shownotes:

  • 0:35 - Pancham introduces Stony and Lennon to the show
  • 3:11 - Their different backgrounds and how they got into investing
  • 6:29 - Lennon’s mindset on investing right after coming to the US
  • 8:41 - Why Stony decided to start investing after retirement
  • 11:34 - Their goals with Passivo and why they focus on passive investments
  • 14:08 - Giving up control and building trust as the first step to passive investing
  • 19:23 - On their investing strategy to provide diversification and capital growth
  • 23:29 - Their uncomfortable goals that they’re working towards to
  • 26:56 - Taking the Leap Round
  • 26:56 - Their first investments outside of Wall Street
  • 28:26 - Overcoming their mental hurdles when they started investing
  • 30:49 - Why their investments in real estate and cryptocurrency didn’t work out
  • 33:15 - Why investors should know their goals and to start investing now
  • 35:16 - Where you can get a copy of their free eBook

3 Key Points:

  1. You would never be 100% ready in investing thus investors should take action first and create changes along the way instead of overanalyzing things.
  2. Some investors wouldn’t have the time to fully understand investing. It all comes down to trusting the real professionals to do their work and be able to learn from them.
  3. Mitigate your investment risks by having any sort of diversification - whether in terms of your investments or in terms of the team.

Get in Touch:

  • Get a FREE copy of the eBook“The 4 Investing Rules for The New American Dream” at passivo@thegoldcollarinvestor.com
  • Passivo Website - https://passivorei.com/
  • The Gold Collar Banking - https://thegoldcollarinvestor.com/banking/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Book:

  • How I Turned $1,000 into Three Million in Real Estate in My Spare Time by William Nickerson - https://www.amazon.com/Turned-Three-Million-Estate-Spare/dp/0671201255

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In today’s show, Pancham interviews Jimmy Morrison - award winning director for The Housing Bubble, and a film writer and director with Let Us Disagree Productions.

With his dream of being a film director, he dropped out of college and pursued his passion for film. After 10 years of investing time, energy, hard work, perseverance, and even almost went bankrupt, he has released a documentary film on the Housing Bubble that educates the people on what is really happening in our economy!

In this episode, Jimmy shares his adventures as he discusses why he focused on the housing bubble, what the documentary tackles, and what is next to come as he shares his upcoming film “The Bigger Bubble”. He will also discuss why asset prices keep going up, what would be the best asset to invest in, and more!

Listen and enjoy the show!

Quote:

“That set me off and I kind of abandoned all my other film and music video projects and just focused for 10 years on making these 2 documentaries on The Housing Bubble and The Bigger Bubble that we think is yet to unwind.”

Timestamped Shownotes:

  • 0:38 - Pancham introduces Jimmy into the show
  • 2:13 - His journey and why he chose housing bubble for his film
  • 5:39 - What to anticipate in “The Bigger Bubble” film
  • 7:08 - How frequently printing money causes asset price inflation
  • 13:11 - Why you should invest on wherein you can hold to your wealth
  • 14:37 - How his films promotes economic discussions and education
  • 22:02 - Taking the Leap Round
  • 22:02 - His first investment outside of Wall Street
  • 23:48 - On dealing with his fears when filmmaking
  • 26:16 - His morning routine that helped him to be productive
  • 27:25 - His investment that didn’t work as expected
  • 28:28 - Various advices for rookie investors
  • 30:06 - Platforms you can connect with Jimmy

3 Key Points:

  1. With the constant printing of money, buying of mortgage and treasury securities, asset prices continue to rise and thus no one knows when it would come down.
  2. The future of the economy can’t be easily predicted as we can’t foresee human behavior and the Federal Reserve’s decisions.
  3. The film also looks at the economy’s history and its past crises in order to help viewers understand the current economic events that are happening today.

Get in Touch:

  • Let Us Disagree Productions Website - https://letusdisagree.com/
  • Purchase The Housing Bubble in Blu-ray, DVD, or digitally at https://letusdisagree.com/product/bubblebluray/
  • The Bubble Film Facebook - https://www.facebook.com/thebubblefilm/
  • The Bubble Films Twitter - https://twitter.com/TheBubbleFilm
  • Jimmy Morrison Facebook - https://www.facebook.com/jimmorrisonfilm/
  • Jimmy Morrison Twitter - https://twitter.com/jimmorrisonfilm
  • Jimmy Morrison Instagram - https://www.instagram.com/jimmorrisonfilm/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Book:

  • Economics in One Lesson: The Shortest and Surest Way to Understand Basic Economics by Henry Hazlitt - https://www.amazon.com/Economics-One-Lesson-Shortest-Understand/dp/0517548232

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In today’s show, Pancham interviews Kathy Fettke - Co-Founder and Co-CEO of Real Wealth Network, host of the Real Wealth Show, and author of Retire Rich with Rentals.

Asset prices have been continuously growing - stock markets, real estate investments, cryptocurrencies, gold, and many other assets. So with prices inflating, when is the perfect time to invest in real estate? Kathy is back on the show to help us answer your unanswered questions!

In today’s episode, listen as she unpacks her insights on real estate investing as she’ll share her insights in what is actually going on in the market today. With her knowledge, she’ll discuss her assessment on the impact of Federal Reserve’s changes in interest rates, the current trends in real estate investments, and her criteria on what you should look for when investing.

Listen and enjoy the show!

Quote:

“Real estate just never is boring and there’s always changes and things going on so it stays interesting which is probably why we’re addicted to it.”

Timestamped Shownotes:

  • 1:04 - Pancham introduces Kathy to the show
  • 3:24 - On 18 years of investing and why she’s still captivated by it
  • 7:17 - Why assets prices inflate and what you should pay attention to
  • 13:07 - How the increase in money supply impacted the market
  • 20:17 - Why job and population growth should be considered when investing
  • 24:40 - Focusing your investments on business-friendly areas
  • 29:23 - How eviction moratoriums affected investor’s businesses
  • 34:27 - Why investors should know that not investing is the real risk
  • 38:18 - Where you can connect with Kathy

3 Key Points:

  1. Price inflation has been happening due to money printing and its increase in supply, and unlimited mortgage buying that its liquidity has to go to different kinds of assets.
  2. Analyze the supply and demand when you would invest in a certain area. Invest in properties that you’ve predicted will cashflow.
  3. Massive demographic shifts such as the rise of millennials are anticipated so it’s best to look at their growth and trends.

Get in Touch:

  • Real Wealth Network Website - https://realwealth.com/
  • The Real Wealth Show Podcast - https://podcasts.apple.com/us/podcast/real-wealth-show-real-estate-investing-podcast/id883335228
  • Real Estate News Podcast - https://podcasts.apple.com/us/podcast/real-estate-news-real-estate-investing-podcast/id1079952715
  • Listen to TGCI Episode #33 at https://thegoldcollarinvestor.com/investing-retreat-community-in-costa-rica/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Book:

  • Retire Rich with Rentals: How to Enjoy Ongoing Cash Flow From Real Estate...So You Don't Have to Work Forever by Kathy Fettke - https://www.amazon.com/Retire-Rich-Rentals-Ongoing-Forever/dp/1500881589

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In today’s show, Pancham interviews Henry Daas - serial entrepreneur, entrepreneurial coach, and author of FQ: Financial Intelligence.

Henry has always been an entrepreneur at heart - from starting his first company in 1991 to using his experience as a platform to coach aspiring business owners and investors. He even has self-published his book to help you learn everything you need to know about money and wealth! In today’s episode, he’ll share his adventures that got him from where he is today.

We’ll explore his entrepreneurial mindset as he shares his journey, stories that you can relate to, and his passion for coaching. He’ll also discuss the difference between simply being rich and having that fulfillment in your career, questions to reflect on when making decisions, and the pressure in golden handcuffs and how you can break them.

Listen and enjoy the show!

Quote:

“I think it's important for you to have a real interest in what it is that you're investing in.”

Timestamped Shownotes:

  • 0:43 - Pancham introduces Henry to the show
  • 2:08 - His entrepreneurial ventures and how his book came about
  • 6:13 - Why you should invest in what you love (and not solely for the money!)
  • 9:15 - The psychology of money that will help in your decisions
  • 12:11 - How HENRYs (High Earner, Not Rich Yet) can get out of golden handcuffs
  • 19:11 - How his book will prepare you on managing your wealth
  • 22:19 - Taking the Leap Round
  • 22:19 - Real estate as his first investment outside of Wall Street
  • 24:42 - On overcoming his fear of the unknown
  • 27:23 - Lessons learned from his real estate investment gone wrong
  • 30:37 - Why investors should explore, start small, and learn to negotiate
  • 33:52 - Henry’s contact information

3 Key Points:

  1. Invest in what you are interested in as a way to achieve fulfillment in your life. There’s a high chance of you losing interest if you’re simply investing for profit.
  2. Identify what your perception of money is and how it represents to you in order to know your place when investing.
  3. Having a coach or a friend to support your decisions and listening to podcasts to learn how to diversify investments can be your first steps towards financial freedom.

Get in Touch:

  • Get all the information about Henry Daas and a copy of his book “FQ: Financial Intelligence” at fq@thegoldcollarinvestor.com
  • Henry Daas Website - https://henrydaas.com/
  • The Gold Collar Investor Banking - https://thegoldcollarinvestor.com/banking/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Book:

  • Never Split the Difference: Negotiating As If Your Life Depended On It by Chris Voss and Tahl Raz - https://www.amazon.com/Never-Split-Difference-Negotiating-Depended-ebook/dp/B014DUR7L2

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In today’s show, Pancham interviews Bronson Hill - general partner in 1400 multifamily units worth over $100M and managing member of Bronson Equity.

Who would have thought that a medical sales consultant who earns $200,000 annually would quit his job to fulfill his purpose and achieve his dream? Financial freedom has always been on Bronson’s mind when he finally took a big leap and jumped into investing passively and actively full-time!

We’ll unpack his mindset in this episode as he shares his mission on adding value to rookie investors by educating them on the investment possibilities in Main Street. He’ll also share how he found his niche in multifamily investing, the power of affirmation in his life, overcoming hurdles, and more so don’t miss it!

Listen and enjoy the show!

Quote:

“I really felt that if I can generate enough passive income, it would free me up to be able to have space to create resources and connect people and educate them on how to become free themselves.”

Timestamped Shownotes:

  • 0:40 - Pancham introduces Bronson to the show
  • 1:52 - Leaving his 10-year job to go full-time investing
  • 4:43 - His mindset on financial freedom, personal growth, and changing negative thoughts
  • 11:11 - Making a positive impact to investors and to the world
  • 13:26 - His competitive edge in multifamily investing
  • 14:48 - On working towards his goals on different areas of life
  • 17:25 - Lessons learned from failures that set him to success
  • 19:22 - How affirmations and getting centered helps with his day
  • 22:05 - Taking the Leap Round
  • 22:05 - His first property investment outside of Wall Street
  • 22:44 - Overcoming his fear on investing out-of-state
  • 23:56 - How his option trading strategy didn't work out as expected
  • 25:14 - Why investors should learn that experience is the best teacher
  • 27:27 - Where to get a copy of his free special report

3 Key Points:

  1. The question of when you’ll take the first step towards financial independence is always answered by “right now” as there’s no better time to invest than today.
  2. Wealth and having a purpose in life helps with achieving personal growth.
  3. Surround yourself with positive thoughts and positive people that will encourage you to achieve greater things.

Get in Touch:

  • Download the FREE special report of The Single Best Investing Strategy During and After a Pandemic at bronson@thegoldcollarinvestor.com
  • Bronson Equity Website - https://bronsonequity.com/
  • Bronson Hill Youtube Channel - https://www.youtube.com/channel/UCc1KYJL8ZjF3GC3Wh5lYNfg
  • Download the FREE e-book of Top 6 Reasons To Invest Outside of Wall Street at https://thegoldcollarinvestor.com/download/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • The Go-Giver, Expanded Edition: A Little Story About a Powerful Business Idea by Bob Burg - https://www.amazon.com/The-Go-Giver-Expanded-Edition-Powerful/dp/1591848288/?tag=burgcomm-20
  • The Miracle Morning Book Series by Hal Elrod - https://www.amazon.com/gp/bookseries/B01ILUVCF2

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In today’s show, Pancham interviews Chris Rawley - professional agricultural investor and founder and CEO of Harvest Returns.

Chris saw the importance of agriculture and how these assets were inaccessible to most investors. Pursuing his interest into a career, he turned his passion into a reality by starting a one-stop platform for agricultural investing! With 29 farms funded and over 8,000 investors, he has successfully created an avenue to generate wealth in agriculture!

Discover what's possible with agricultural investing as he shares everything you need to know - from how it works, the variety of investment offers, and its expected returns. He’ll also discuss how his business came to be, its current achievements, why it’s like real estate investing and more in this episode!

Listen and enjoy the show!

Quote:

“The one thing that has always been consistent has been my interest in investing.”

Timestamped Shownotes:

  • 1:50 - Pancham introduces Chris to the show
  • 3:27 - On recognizing investing opportunities in agricultural assets
  • 6:16 - Their business model and ways to invest with Harvest Returns
  • 12:51 - When the investor should expect their return on investment
  • 14:55 - The risks in agriculture investing that you should look out for
  • 16:39 - On their fees structure and how they made it work
  • 18:37 - The focus of Harvest Returns and the impact of the pandemic
  • 24:41 - Taking the Leap Round
  • 24:41 - Subordinated notes as his first investment
  • 25:34 - Overcoming his fear of the unknown
  • 26:00 - His investment that didn’t work out as expected
  • 27:57 - Why investors should do their research before investing
  • 28:40 - Where you can connect with Chris

3 Key Points:

  1. Investing in agricultural assets is similar to real estate investing. This asset class is also a great way to diversify your portfolio and generate income.
  2. Always look at the sponsor’s / investor’s background and do the due diligence to see if they have the qualities that you want for the business.
  3. Build a business model that will benefit to the success of both the sponsor and the investor as investing is a 2-way relationship.

Get in Touch:

  • Harvest Returns Website - https://www.harvestreturns.com/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Brian LaBovick - West Palm Beach personal injury attorney, founder and CEO of LaBovick Law Group, and a bestselling author of “Not a Good Neighbor”.

Being a lawyer has definitely helped him achieve his goal of being a hero that saves the day by protecting his clients and giving them justice! In this particular episode, he will share how you can be your own lawyer when protecting yourself from car accidents.

Brian provides a guide (especially for you!) as he discusses everything you need to know about automobile accidents. Be equipped as he unpacks his insights from what you can do when you get into a car accident, the kind of insurance that you can take for your vehicle, and various pieces of advice to help maximize your protection.

Listen and enjoy the show!

Quote:

“My first investment was in myself. And I actually borrowed money to invest it. So I bought this guy’s law firm and it turned into a wonderful thing for us.”

Timestamped Shownotes:

  • 0:43 - Pancham introduces Brian to the show
  • 1:49 - Being his own boss through starting a law firm
  • 4:02 - How a real life case prompt him to write “Not a Good Neighbor”
  • 6:53 - On automobile accidents and the book’s main purpose
  • 10:46 - 2 immediate actions when an automobile accident happens
  • 14:22 - What you should consider when purchasing an insurance
  • 18:58 - Business policies you can buy to protect yourself in accidents
  • 24:06 - Taking the Leap Round
  • 24:06 - How his morning routine that attribute to his accomplishments
  • 26:08 - Starting his own law firm as his first investment
  • 26:24 - Overcoming his fear of investing from scratch
  • 27:16 - How their franchise investment didn’t work out
  • 29:03 - Why investing in themselves should be a newbie’s top priority
  • 30:14 - Where you can connect with Brian Labovick

3 Key Points:

  1. There are a lot of factors on automobile accidents, such as insurances and a person’s rights, that goes into play when it occurs.
  2. There are different segments and policies of insurance that should be taken a look at in order to maximize the protection you can get.
  3. Insurance is not your companion nor your opponent but it’s better to be ready when an accident occurs as they would first look at the best interest for themselves.

Get in Touch:

  • Brian Labovick Website - https://www.brianlabovick.com/
  • LaBovick Law Group Website - https://www.labovick.com/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • Not a Good Neighbor: A Lawyer's Guide to Beating Big Insurance by Settling Your Own Auto Accident Case by Brian Labovick - https://www.amazon.com/Not-Good-Neighbor-Insurance-Settling/dp/1544519710
  • The Miracle Morning Series Book Series by Hal Elrod - https://www.amazon.com/gp/bookseries/B01ILUVCF2

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In today’s show, Pancham interviews Kaylee McMahon - Founder of The Apartment Queen Investments and the SheVest App.

Kaylee has proved that having multiple business ventures at once and nailing them all is possible! With doing different types of investing, selling over 3million dollars in residential real estate, and launching her application SheVest, she hopes to bring more women into real estate and be a game-changer in the investing world!

We’ll unpack her entrepreneurial mindset in this episode as she shares how operating numerous businesses is possible, why you shouldn’t be afraid to ask for help and be educated, and understanding your own “why” to keep you moving.

Listen and enjoy the show!

Quote:

“You just find ways to make semi-passive income with these different ventures and do several things at once.”

Timestamped Shownotes:

  • 0:38 - Pancham introduces Kaylee to the show
  • 1:52 - Growing and learning by knowing a little bit of everything
  • 4:01 - Breaking boundaries for rookie female investors through SheVest
  • 8:43 - How she shifts her mindset, identity, and ventures to be better
  • 17:49 - The 3 ways to educate yourself to have a headstart in investing
  • 22:02 - On becoming resilient and growing from multiple failures
  • 25:18 - How her 5-minute routine makes a huge difference to her
  • 30:02 - Taking the Leap Round
  • 30:02 - Note investing as her first investment outside of Wall Street
  • 30:35 - Her uncertainties and fears when she first invested
  • 31:32 - Why her first house flipping didn’t work as expected
  • 33:33 - Why investors should pick their investments wisely
  • 34:36 - Where you can get a copy of her resources

3 Key Points:

  1. SheVest is a convenient application wherein women have a chance to learn about real estate cash flow education as education is the most important when pursuing investing.
  2. The people that you’ll cross paths with have a reason. They will either provide you opportunities or you’ll learn lessons from them.
  3. Don’t be afraid to ask others to gain additional knowledge. You can also ask wherein you’ll collaborate with other investors using the resources that you both have.

Get in Touch:

  • Get you FREE resources from Kaylee at aptqueen@thegoldcollarinvestor.com
  • The Apartment Queen Website - https://theapartmentqueen.com/
  • Listen to The Gold Collar Investor Episode #5 at https://thegoldcollarinvestor.com/show5/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194
  • Rich Dad's CASHFLOW Quadrant: Rich Dad's Guide to Financial Freedom by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dads-CASHFLOW-Quadrant-Financial/dp/1612680054
  • The Perfect Investment: Create Enduring Wealth from the Historic Shift to Multifamily Housing by Paul Moore - https://www.amazon.com/Perfect-Investment-Enduring-Historic-Multifamily/dp/153700395X
  • Can't Hurt Me: Master Your Mind and Defy the Odds by David Goggins - https://www.amazon.com/Cant-Hurt-Me-Master-Your/dp/1544512287

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In today’s show, Pancham interviews Sep Bekam - Founder and CEO of Bekam Investment Group.

A former full-time electrical engineer that’s studying for a master’s degree in robotics, Sep has been unknowingly trading time for money until his friend helped him connect his endgoals to his lifestyle. Now with a multi-million dollar portfolio of rental houses, he has been continuously innovating by uplifting neighborhoods through adding value to properties!

In this episode, we’ll unpack his journey as he shares his growth from how he failed his first investment to owning a successful real estate company. This episode will surely resonate with you as he tackles his realizations and the mindset he had when he finally took a leap of faith in investing.

Listen and enjoy the show!

Quote:

“I just realized that the life that I was living isn't just the freedom that I wanted out of it.”

Timestamped Shownotes:

  • 0:43 - Pancham introduces Sep to the show
  • 2:14 - How a conversation with his friend got him out of the rat race
  • 7:47 - The first steps he took to start his investing journey
  • 11:00 - On his investment with a turnkey provider that had gone wrong
  • 17:58 - His transition from electrical engineer to full-time investor
  • 22:21 - Improving a thousand neighborhoods as his long-term goal
  • 24:15 - Lessons learned from getting fired by a property manager
  • 26:54 - How waking up early increases his productivity
  • 31:28 - Taking the Leap Round
  • 31:28 - His first investment outside of Wall Street
  • 31:54 - How he overcame his negative mindset
  • 33:00 - Why his 2 duplex investments didn’t work out
  • 34:38 - Why investors should continuously look for opportunities
  • 36:16 - Where you can get his guide on interview questions to a property manager

3 Key Points:

  1. Real estate investing isn’t simply buying and renting properties but is also looking for ways on how you can add value to the property.
  2. Real estate will perform well, even with different economic issues taking place, because it is one of the primary needs of the person to survive.
  3. Building a good relationship with the team you’re working with is vital as they will work and manage properties with you as if it’s their own.

Get in Touch:

  • Get a copy of “Property Manager Questionnaire” at sep@thegoldcollarinvestor.com
  • Bekam Investment Group Website - http://www.bekaminvestmentgroup.com/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • Rich Dad's Conspiracy of the Rich: The 8 New Rules of Money by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dads-Conspiracy-Rules-Money/dp/1612680704
  • Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194
  • Secrets of the Millionaire Mind: Mastering the Inner Game of Wealth by T. Harv Eker - https://www.amazon.com/Secrets-Millionaire-Mind-Mastering-Wealth-ebook/dp/B000FCJZ3G
  • The Greatest Salesman in the World by Og Mandino - https://www.amazon.com/Greatest-Salesman-World-Og-Mandino/dp/055327757X

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In today’s show, Pancham interviews Dana Samuelson - President of the American Gold Exchange, Inc.

The COVID-19 pandemic has been continuously affecting our lives one way or another - like how the demand for precious metals has boomed over the last year. Even with his 41 years of service and being in the precious metals market, he has never seen this demand for gold and silver rise like ever before and he will unpack it all in today’s episode!

Dana is back on the show to share the current state of the market and in the precious metal industry. This episode will surely enlighten you as he provides insights on inflation and how it will potentially affect the future.

Listen and enjoy the show!

Quote:

“Most people would think that the price of gold is going up. But really, the price of gold is staying the same but the value of the dollar is going down against it.”

Timestamped Shownotes:

  • 0:49 - Pancham welcomes Dana back to the show
  • 3:36 - Starting the America Gold Exchange and its 41 years of success
  • 5:23 - Why the precious metals industry is thriving in the pandemic
  • 10:39 - The aftereffect of high demand in gold and silver investing
  • 16:15 - How the economy is moving towards stagflation
  • 20:30 - On measuring wealth through productivity units than the dollars
  • 23:10 - How precious metals haven't changed in value (and why wages contributes to inflation)
  • 25:31 - His forecast on what to expect in tax changes
  • 27:39 - On what to expect next in the precious metals market
  • 30:15 - Dana's contact information

3 Key Points:

  1. The demand for precious metals has grown as this is where people invest whenever there is economic trouble - such as this pandemic. Negative real yields and their fear of the unknown are also other reasons why the demand has grown.
  2. Delayed physical delivery has occurred due to growing demand but limited production systems, and prioritizing in-demand metals.
  3. Inflation is expected to happen due to the impact of the COVID-19 pandemic.

Get in Touch:

  • American Gold Exchange Website - https://www.amergold.com/
  • American Gold Exchange Email - info@amergold.com
  • American Gold Exchange Contact No.: 800-613-9323
  • Listen to TGCI Episode #31 at https://thegoldcollarinvestor.com/tgci-31-physical-gold-silver-asset/
  • Listen to TGCI Episode #50 at https://thegoldcollarinvestor.com/tgci-50-inflation-from-a-9-years-old/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Sumeet Makhijani - a reconstructive plastic surgeon and co-founder of Easy Living Communities.

Sumeet has a simple goal in life: to decrease his work time and have passive income outside of medicine. With his growing portfolio of multi-family development and mobile home parks investments, he proves that you don’t have to leave your career to take the leap into investing!

In this episode, he will unpack his journey on reducing financial risks as he shares his transition to real estate investing! He will drop the details on how he built his first real estate development from scratch and why he diversified into mobile home parks.

Listen and enjoy the show!

Quote:

“I loved the idea of building something beautiful from the ground up. That has always been an interest for me.”

Timestamped Shownotes:

  • 1:02 - Pancham introduces Sumeet to the show
  • 2:45 - On transitioning from medicine to real estate investing
  • 4:58 - How witnessing other’s experiences got him to start investing
  • 11:48 - Jumping straight into building their 96-unit multi-family development
  • 15:53 - Multi-family development vs. mobile home parks
  • 19:57 - What you should know when starting in real estate development
  • 21:53 - On working towards improving their IT systems
  • 23:22 - How workouts and reflection helps start his day right
  • 27:18 - Taking the Leap Round
  • 27:18 - His first multi-family syndication investment outside of Wall Street
  • 27:48 - Overcoming his skepticism to real estate syndicators
  • 30:39 - COVID-19’s impact to his multi-family development
  • 31:26 - Why rookie investors should explore and take the leap
  • 33:13 - Sumeet’s contact information

3 Key Points:

  1. Study the market that you’re going to invest in. Take time to do your research and be in the market that best suits you.
  2. Real estate development has big risks such as debt and time-consuming but it will also gain you big rewards.
  3. Know all the factors that will be involved when building your real estate development such as its market, its competition, and where you’ll get your funds.

Get in Touch:

  • Easy Living Communities Website - https://easylivingcommunities.com/
  • Sumeet Makhijani Contact Details - (402) 850-1315
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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In today’s show, Pancham interviews Kevin Galang - note investor, Senior Technical Specialist at Microsoft, and host of the Tech Guys Who Invest Podcast and The Note Nuggets Podcast.

Living the American dream is far more than what he imagined when he and his family migrated to the US. He thought a corporate job and having a 401k plan is enough when he realized that generating other income streams and taking control of your own financial success is the way to go!

From discovering his niche in investing in mortgage notes, he continues to share his passion to educate other aspiring investors and make other’s debt into their income! In this episode, Kevin will also share everything that you need to know about note investing. From the overview of note investing, its benefits, and to its red flags, this episode is surely jam-packed with golden nuggets!

Listen and enjoy the show!

Quote:

“You can become the bank and own somebody’s mortgage and you get all the benefits a bank does but you don't have to worry about headaches a landlord has.”

Timestamped Shownotes:

  • 0:41 - Pancham introduces Kevin to the show
  • 2:36 - How an argument with his girlfriend got him into investing
  • 8:51 - Pros and cons to look out for when investing in notes
  • 14:46 - 3 main ways to get a head start in your note investing career
  • 17:30 - How to pick the ideal note investment for you (and things that you should consider!)
  • 22:28 - On investing in a niche market to stand out from others
  • 24:27 - On his achievements and what he wants to accomplish next
  • 28:13 - His unique morning routine that helps him focus for the whole day
  • 31:39 - Taking the Leap Round
  • 31:39 - His first investment outside of Wall Street
  • 33:19 - Overcoming his fears of uncertainty
  • 34:13 - Lessons learned from his investment that didn’t work out
  • 35:21 - How small investing decisions can make a huge impact
  • 36:08 - Where you can get a copy of his reports and eBook

3 Key Points:

  1. Note investing has a lot of benefits but it can be also seen as tax-burdening since it can be considered as a depreciation asset.
  2. Network with other note investors, either virtually or in-person, so you can have a better idea and have access to information on how it works.
  3. Figure out the type of note investor that you would want to be so you would know what kind of notes you would invest in.

Get in Touch:

  • Get you report and a copy of his eBook at keving@thegoldcollarinvestor.com
  • Note Nuggets Website - https://info.notenuggets.com/home
  • Tech Guys Who Invest Podcast - https://www.tgwipodcast.com/
  • The Note Nuggets Podcast - http://notenuggets.com/podcast/
  • Paperstac Website - https://paperstac.com/
  • The Gold Collar Investor Banking - https://thegoldcollarinvestor.com/banking/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • The Miracle Morning Book Series by Hal Elrod - https://www.amazon.com/gp/bookseries/B01ILUVCF2

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"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

Your midyear checkpoint

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In today’s show, Pancham interviews Catherine Putney - economist and speaker at ITR Economics.

As a graduate of master’s degree in economics, she has proved her skills and has become one of the key members of ITR’s Leading Indicator Team. With her insights that helped with ITR Economics’ 94.7% accurate predictions, Catherine has been helping other investors to help reduce risk and create wise business decisions!

This episode will be jam-packed with insights as Catherine shares her forecasts on where the economy is going so we can prepare for what’s about to come. She will share how history is repeating itself with a 2030 Great Depression prediction, why there is inflation in asset prices, and why today is the best time to invest in real estate.

Listen and enjoy the show!

Quote:

“I want you to be able to say “You know what? Let me go and do something a little bit differently that I hadn't thought about before.”

Timestamped Shownotes:

  • 3:58 - Pancham introduces Catherine to the show
  • 5:26 - Her background on helping others with her forecasting skills
  • 7:01 - Why the economy is slowly getting back on its feet
  • 11:46 - Her concerns in asset trends and why another Great Depression will happen
  • 19:50 - The overall economy trendline in the post-covid environment
  • 22:42 - Her prediction on the trends in interest rates
  • 24:39 - Where you can invest your money now (and why you should look out for other countries!)
  • 29:45 - How motivational speeches helped her to be productive
  • 32:47 - Taking the Leap Round
  • 32:47 - Househacking as her first investment
  • 33:53 - What she reminds herself whenever fears in investing arises
  • 34:58 - Her investment that didn’t worked out as expected
  • 35:57 - What investors should understand in the law of economics
  • 37:20 - Where you can connect with Catherine and ITR Economics

3 Key Points:

  1. Every industry reacts differently as it varies on the overall consumer behavior. You can have asset inflations in one type of industry while the other has oversupply.
  2. History could repeat itself as it is predicted that a Great Depression will happen in 2030. Although a depression is predicted, economic growth is also expected when you’re looking at the whole picture.
  3. Keep an eye on the economy in other countries as they would most likely be first affected by economic changes.

Get in Touch:

  • Admiral William H. McRavel Motivational Speech - https://www.youtube.com/watch?v=pxBQLFLei70
  • Catherine Putney LinkedIn - https://www.linkedin.com/in/catherine-putney-ba940289/
  • ITR Economics Website - https://itreconomics.com/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • Prosperity in The Age of Decline: How to Lead Your Business and Preserve Wealth Through the Coming Business Cycles by Brian and Alan Beaulieu - https://www.amazon.com/Prosperity-Age-Decline-Business-Preserve/dp/1118809890

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"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

Gratitude

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In today’s show, Pancham interviews Jorge Newbery - CEO and Chairman of AHP Servicing LLC and American Homeowner Preservation LLC and author of Burn Zones: Playing Life’s Bad Hands.

Jorge is indeed a risk-seeking investor as he confidently invests in rejected properties and making huge income until a 2004 natural disaster led him to $26 million debt that he had to pay off. After paying it off, he is now a prodigy where he has rebuilt himself through AHP Servicing LLC and has been helping others with unaffordable debts and continuously creating an impact!

In this episode, listen to his defining moments in his real estate journey as he shares his experiences in investing in these distressed properties and turning them into cash flowing assets! We will also explore and dissect his mindset of being driven to challenges and how that made him who he is today.

Listen and enjoy the show!

Quote:

“Everything’s a preparation for the next step.”

Timestamped Shownotes:

  • 1:56 - Pancham introduces Jorge to the show
  • 3:36 - How he got into real estate investing
  • 7:01 - On having 34 violations in his property and how he turned it around
  • 12:19 - From his riskiest property to a successful investment
  • 19:06 - How an ice storm got him in debt and what he did to recover from it
  • 22:48 - How his determined mindset helped him overcome challenges
  • 31:15 - Why his current business model is a win-win situation for buyers and investors
  • 34:04 - His prediction on the future state of the economy
  • 41:10 - Taking the Leap Round
  • 41:10 - His first investment outside of Wall Street (at the age of 12!)
  • 42:21 - On being fearless with his 1st investment
  • 43:28 - Why investors should get to know the person before investing with them
  • 45:27 - Ways you can connect with Jorge

3 Key Points:

  1. You can always come out of a bad situation as long as you work hard for it.
  2. There’s always risks in every investment you’ll make.
  3. Don’t look back but rather to always be determined and figure out a way that you can get to the other side.

Get in Touch:

  • AHP Servicing LLC Website - https://ahpservicing.com/
  • Download the FREE eBook “Top 6 Reasons to Invest Outside of Wall Street” at https://thegoldcollarinvestor.com/download/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • Burn Zones: Playing Life’s Bad Hands by Jorge P. Newbery - https://www.amazon.com/Burn-Zones-Playing-Lifes-Hands-ebook/dp/B00XA2JE0C

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"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

Fear of your own success - Jonah's complex

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In today’s show, Pancham interviews Rajan Gupta - a fellow real estate investor in Mesos Capital.

Assets prices are continuously rising and the inflation risks are also getting higher. In this episode, Rajan is on the show once again to share his viewpoint on the current condition of the market.

Rajan will also discuss our current investing strategy and key things to look out for that can help identify good deals and would generate cash yields. Listen until the end of the episode as we will also share what Mesos Income Fund has in store for you!

Listen and enjoy the show!

Quote:

“The best thing you could do is stay invested.”

Timestamped Shownotes:

  • 1:47 - Pancham welcomes Rajan to the show
  • 2:23 - His perspective on inflation in the multifamily market
  • 4:55 - How staying invested can help in making yields amidst inflation
  • 7:07 - Mesos Capital’s investment criteria to identify good deals
  • 12:43 - How shifts in pandemic lifestyle will influence future investments
  • 14:31 - Investing opportunities that Mesos Income Fund has in store

3 Key Points:

  1. The economy of asset classes - especially multifamily assets - has been going higher than ever and is currently at its peak.
  2. The tenant’s demographics, lifestyle, ability to pay rent, and the geographical location can help decide if an investment is a good deal or not.
  3. Sticking to your long-term investment goals, diversifying your assets, and staying invested can help generate income and can help plan your investing decisions.

Get in Touch:

  • Listen to The Gold Collar Investor Podcast Episode #94 at https://thegoldcollarinvestor.com/tgci-94-high-yield-lower-risk-alternative-in-a-volatile-market/
  • Listen to The Gold Collar Investor Podcast Episode #126 at https://thegoldcollarinvestor.com/tgci-126-ask-pancham-6/
  • Mesos Income Fund - https://investor.mesoscapital.com/offerings/mesos-income-fund/register
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

View Details

"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

How to talk to kids?

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In today’s show, Pancham interviews Ike Mutabanna - commercial real estate investor, syndicator, and founder of WealthChakra.

Ike immigrated to the U.S. with the goal of continuing his studies and pursuing engineering. After his efforts paid off, became a CTO at a tech-company, and worked with top-notch ventures, he realized that there’s more to building his legacy for his children and moving from Boston to Dallas is the perfect timing to start it.

Today, he has found financial freedom through commercial real estate investments and has been teaching his children the value of investing and personal finance to help them apply those principles. In this episode, he will share how his engineering career helped with his investing skills, why continuously learning is an important factor, and overcoming mental challenges that lead him to where he is today!

Listen and enjoy the show!

Quote:

“It’s all about coming up with creative solutions and innovative solutions.”

Timestamped Shownotes:

  • 0:39 - Pancham introduces Ike to the show
  • 3:00 - His background and how he transitioned into real estate investing
  • 5:53 - How building a legacy to his children pushed him to pursue investing
  • 12:44 - How gut feelings helped with his decision on investing full-time
  • 15:57 - His three steps to kick-start your investing career (without leaving your job!)
  • 21:09 - Connecting with his kids as his proudest yet challenging goal
  • 27:48 - How his morning routine helped him with his works
  • 31:04 - Taking the Leap Round
  • 31:04 - His first investment outside of Wall Street
  • 31:36 - How being fearless led him to an investment that didn’t work out
  • 33:07 - Why rookie investors should invest as a team
  • 35:11 - Ike’s contact information

3 Key Points:

  1. You may have quit your last job, but the skills and learnings that you have acquired will help you in the long run.
  2. Keep your relationship with others as these will always help along the way. Additionally, having side hustles also helps with generating income when you’re just starting to invest.
  3. Passive investing helps with generating wealth and at the same time can be a gateway for you to start learning about investing.

Get in Touch:

  • WealthChakra Website - https://wealthchakra.com/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

View Details

"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

Power of Clarity

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In today’s show, Pancham interviews Lane Kawaoka - engineer-turned-investor, leader of the Hui Deal Pipeline Club, and the host of Simple Passive Cashflow.

After turning his own home into a rental property, he accidentally discovered his ticket out of the rat race - real estate investing! So, he left his W2 day job and has now acquired over $500m of real estate properties and has been syndicating over $60m of private equities!

In this episode, Lane proves that financial freedom is possible as he shares how he diversified his investments, discovered his niche in private placement syndications, and the strategy that best works even in recessions! He will also share witty insights and advice that can help you with your investing decisions.

Listen and enjoy the show!

Quote:

“To me it’s fun to go around, meet people, learn about different businesses, and diversify.”

Timestamped Shownotes:

  • 0:59 - Pancham introduces Lane to the show
  • 2:19 - How he went from engineer to full-time real estate investor
  • 4:37 - Switching from rental properties to private placement syndications
  • 8:19 - How being in a public sector helped with his investing career
  • 12:20 - What his current portfolio looks like
  • 14:47 - How he survived his identity crisis and pursued investing
  • 16:54 - How his recession-resilient strategy works
  • 19:27 - Using your goals to determine the life you want to live
  • 25:24 - Taking the Leap Round
  • 25:24 - His home-turned-rentals as his first investment
  • 26:18 - Overcoming analysis paralysis and letting the numbers decide your plans
  • 27:35 - Why investing with a wrong person is a cause of failed investments
  • 30:06 - Why investors should simply do the math
  • 33:07 - Lane’s contact information

3 Key Points:

  1. Rental properties are a good way to start off your investing journey.
  2. Know what you really want to do in life and pursue that because at the end of the day, you’re doing these things for yourself.
  3. Identify the investing strategy that works for you, your lifestyle, and your income goals.

Get in Touch:

  • Simple Passive Cashflow Podcast - https://simplepassivecashflow.com/podcast/
  • Simple Passive Cashflow Website - https://simplepassivecashflow.com/
  • Lane Kawaoka Email - lane@simplepassivecashflow.com
  • Quitting your Day W2 Job Blog - https://simplepassivecashflow.com/quit/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

View Details

"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

How to be solution oriented?

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In today’s show, Pancham interviews Bryan Flaherty - co-founder and managing partner of CF Capital, selected as one of the “20 People to Know in Real Estate”, member of the Kentucky CCIM Chapter, an honored Certified Commercial Investment Member designee.

Bryan has always felt like a hamster on a wheel - always working on his W2 job but still feeling stuck. So he changed his career twice before finally starting out his real estate journey and found his niche in multifamily investing!

Discovering his path to real estate investing came from reading the well-known book “Rich Dad Poor Dad” twice! Usually, reading it once would realize one’s direction in life but it took him to read the book for the second time to find his ultimate goal - creating his firm.

In this episode, he’ll share the steps he took in order to start his path to real estate investing - getting involved in deals, learning from working in a team, and having a total mindset shift. He’ll also share why you should always stay committed and focused in order to succeed!

Listen and enjoy the show!

Quote:

“It really clicked to me the second time that I read that book and I said, ‘That’s it!’ “

Timestamped Shownotes:

  • 1:48 - Pancham introduces Bryan to the show
  • 3:29 - Switching his career twice (and reading Rich Dad Poor Dad twice!) before pursuing real estate
  • 8:59 - Shifting his mindset, defining his end goal, and making them happen
  • 17:32 - How he deals with self-doubt when it’s kicking in
  • 19:12 - On not changing his past and moving forward with uncomfortable goals
  • 22:44 - His failures that set him up for bigger success
  • 25:35 - How his productive morning routine helped him in his achievements
  • 28:53 - Taking the Leap Round
  • 28:53 - Syndication as his first investment outside of Wall Street
  • 29:42 - Learning on letting go of control and trusting your partners
  • 31:21 - Why day trading didn’t worked out for him
  • 32:51 - Why investors should always get educated and take action
  • 34:22 - Where you can get a free copy of his eBook

3 Key Points:

  1. Create a roadmap in your mind wherein you’ll identify on how to get from where you are now to your ultimate goal.
  2. Real estate is considered as a team game wherein you’ll need to work with others in order to succeed in the long run. So the best way to learn investing is through learning alongside others.
  3. Rather than buying deals as an objective, consider providing attractive opportunities to others that don't have it as a goal instead.

Get in Touch:

  • Get your FREE Copy of the eBook “The Bottom Line - 10 Ways to Increase Cash Flow in an Apartment Complex” at bryan@thegoldcollarinvestor.com
  • CF Capital Website - https://www.cfcapllc.com/
  • Listen to The Gold Collar Investor Episode #9 at https://thegoldcollarinvestor.com/show9/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194
  • Rich Dad's CASHFLOW Quadrant: Rich Dad's Guide to Financial Freedom by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dads-CASHFLOW-Quadrant-Financial-ebook/dp/B0175P5MZU/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=&sr=

View Details

"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

Power of Visualization

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Inflation rates are something that can’t be avoided. But, you can do something about it to lower those risks as early as today. In this episode, Ask Pancham Show has returned as he discusses how you can acquire revenue from depreciating assets such as shorting your dollars through buying leverage real estate investments.

Discover how this simple strategy can make a huge difference in gaining income! Listen and enjoy the show!

Quote:

"Your dollar today is worth more than a dollar tomorrow.”

Timestamped Shownotes:

  • 1:18 - Question of the Day: How buying real estate with a fixed rate mortgage is like shorting the dollar
  • 1:49 - Defining inflation and its risk in the market
  • 3:32 - How you can profit from shorting stocks
  • 4:35 - Using long-term fixed mortgage to earn more while spending less
  • 7:58 - Why this strategy is a win-win solution for banks and investors

3 Key Points:

  1. Inflation rates affect the prices of the market so the spending power of each dollar decreases. Thus, you will need more funds to be able to pay the same thing.
  2. Shorting stocks is one way of profiting from depreciating assets.
  3. The longer your amortization period of the loan is, the better since you’ll be able to pay your mortgage in the same amount while your property increases in value.

Get in Touch:

  • Warren Buffett’s interview on CNBC - https://www.cnbc.com/id/46538421
  • Listen to The Gold Collar Episode’s Show #50 at https://thegoldcollarinvestor.com/tgci-50-inflation-from-a-9-years-old/
  • The Gold Collar Facebook - https://web.facebook.com/thegoldcollarinvestor/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • The Kingdom of Moltz by Irwin A. Schiff - https://www.amazon.com/Kingdom-Moltz-Irwin-Schiff/dp/0930374029

View Details

"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

How to overcome self-doubt?

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In today’s show, Pancham interviews Mark Khuri - founder of SMK Capital Management.

Investing definitely runs in his blood as he has partnered with his brothers, cousins and has co-founded SMK Capital Management with his father. With his 15 years of real estate investing experience, he has managed over 40 partnerships, invested across different asset classes and has invested in over a billion dollars of real estate value!

In this episode, listen how he has built his investing career during the Great Recession, how his investing strategy has changed over time, his unique way of diversifying his assets, and where he focuses his business today!

Listen and enjoy the show!

Quote:

“I found that finance and operations match well with real estate investing and I started investing on the side.”

Timestamped Shownotes:

  • 0:47 - Pancham introduces Mark to the show
  • 2:03 - Maximizing opportunities and investing during the Great Recession
  • 5:24 - On making the switch to be a full-time investor
  • 8:39 - How he structured his winning business model
  • 14:34 - Switching goals: from high-risk to low-risk investments
  • 20:33 - How he predicted the market and shifted to recession resilient assets
  • 23:31 - His simple but efficient morning routine to be productive
  • 26:16 - Taking the Leap Round
  • 26:16 - His first investment outside of Wall Street
  • 27:36 - Overcoming his fear of being uneducated
  • 28:33 - How he dealt with his duplex investment being on fire
  • 31:22 - Why investors should also look at the worst case scenario and work with the right people
  • 33:17 - How to get a free copy of Mark’s report

3 Key Points:

  1. Keep on learning - through books or networking - before investing in order to have background knowledge.
  2. Creating multiple partnerships in different asset classes is another way for you to create diversification.
  3. Focusing on low risks yet attractive yields has helped him focus on his goal of income and growth.

Get in Touch:

  • Get a FREE copy of Mark Khuri’s report at smk@thegoldcollarinvestor.com
  • Mark Khuri LinkedIn - https://www.linkedin.com/in/mark-khuri-7543821/
  • SMK Capital Management LLC Website - https://smkcap.com/
  • SMK Capital Management LLC Email - info@smkcap.com
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194
  • The 16% Solution: How to Get High Interest Rates in a Low-Interest World with Tax Lien Certificates by Joel S. Moskowitz - https://www.amazon.com/16-Solution-Revised-Low-Interest-Certificates-ebook/dp/B004I8VGSK

View Details

"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

How to Use Fear to Your Advantage?

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In today’s show, Pancham interviews Ketan Patel - full-time real estate investor and a high performance real estate coach.

Ketan’s a living proof that success in business is not all about skills, it is also about the mindset and personal development. He took the switch to real estate investing when he realized his true passion and his way to continuously learn and feel alive!

Today, he has built a multi-million dollar rental portfolio, has raised over $10million for multifamily syndication business, and has been inspiring investors and providing the confidence that they need!

In this episode, you’ll hear his story of how he combined personal growth and his passive investing mindset to gain success. He’ll also share provoking thoughts that'll certainly give you a push to make the jump and take opportunities.

Listen and enjoy the show!

Quote:

“I’m very passionate about growth and development - whether it’s your personal mindset or investing mindset.”

Timestamped Shownotes:

  • 1:19 - Pancham introduces Ketan to the show
  • 2:36 - The transition from leaving pharmacy to where he is today
  • 6:45 - On embracing his uncertainties to achieve growth
  • 9:03 - Jumping in head first to fully understand what you want
  • 15:09 - Educating yourself to grow your passive-investor mindset
  • 18:27 - His latest uncomfortable yet inspiring projects
  • 19:31 - Changing his emotional state through his morning routine
  • 22:40 - Taking the Leap Round
  • 22:40 - His single-family home as his first investment
  • 22:54 - Overcoming his fear of losing money
  • 23:47 - Why you should hire the right person for the job
  • 24:35 - His lasting advice to real estate investors
  • 25:27 - Where to get a copy of his report

3 Key Points:

  1. To be able to grow and to continuously learn - whether as a person or as an investor, you must be able to feel discomfort that comes with it and take a leap.
  2. We feel alive when we’re challenging ourselves. Thus, explore and find the things that make us challenged in order to not feel stuck in life.
  3. Ask yourself what your goals are and learn new skills that can lead you to more opportunities.

Get in Touch:

  • Get your FREE Report of the 5 Pillars of Peak Performance at ketan@thegoldcollarinvestor.com
  • Ketan Patel Coaching Website - https://ketanpatel.com/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

View Details

"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

How to Have a Positive Mindset During Difficult Times

View Details

In today’s show, Pancham interviews David Kamara - Founder, Managing Director, and Investor of Cape Sierra Capital.

David was a traveling management consultant when his 8-year-old daughter asked him, “Are you still going to work tomorrow?”. That one question became a wake-up call for him that changed his life. Now with owning over 200 units and managing a portfolio of investors for almost 400 units, he’s surely on the right path in achieving financial freedom!

In this episode, listen to his journey of financial success as he shares his different professional backgrounds before he finally became a real estate investor. Learn as he will also share the challenges, the dynamic shifts and how he fully transitioned into multifamily investing that made him who he is today!

Listen and enjoy the show!

Quote:

"I really wasn't looking to go out and find money to buy too many deals. We’re just looking to do things for ourselves."

Timestamped Shownotes:

  • 1:33 - Pancham introduces David to the show
  • 2:29 - His ventures before he became a real estate investor
  • 6:03 - How his daughter got him to find financial independence
  • 9:22 - On realizing investing is not only a side hustle
  • 15:02 - The challenge from transitioning to multifamily investing
  • 19:17 - What Cape Sierra Capital prioritizes in deals
  • 22:13 - How technical skills can benefit in investing
  • 26:51 - How jogging helps with refocusing his mindset
  • 29:01 - Taking the Leap Round
  • 29:01 - His first business ventures and investments
  • 30:11 - Overcoming his fear of uncertainty in investing
  • 31:11 - How his multifamily investment got caught on fire (and learning the importance of insurances)
  • 34:57 - His overflowing advices to investors
  • 37:24 - Where to get his free eBook "The Personal Cash Flow Formula"

3 Key Points:

  1. Spending quality time with family became his biggest factor to achieve financial independence.
  2. To have at least a certainty that you’ll get enough returns, diversify and don’t put all your assets in one place.
  3. Get educated and ask objective questions if you want to start investing. But, don’t simply ask questions but also take action in what you’ve learned so far.

Get in Touch:

  • Cape Sierra Capital Website - https://capesierracapital.com/
  • Get a free copy of his eBook "The Personal Cash Flow Formula" at davidk@thegoldcollarinvestor.com
  • Get a free copy of Pancham’s eBook “Top 6 Reasons to Invest Outside of Wall Street” at https://thegoldcollarinvestor.com/download/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • The Miracle Morning Series by Hal Elrod - https://www.amazon.com/gp/product/B07B5RD8MK?ref_=dbs_dp_rwt_sb_tpbk&binding=paperback

View Details

"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

Done is Better than Perfect

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In today’s show, Pancham interviews Eng Taing - CEO and Founder of Touzi Capital.

Born in a refugee camp in Thailand, escaping the Khmer Rouge in Cambodia, and working with a high salary, and finally finding financial success in Los Angeles, Eng will look back on his eventful adventures and how it helped him to be a real estate investor that has $100m assets under management!

In this episode, he’ll share how his background developed his sense of being thrifty. You’ll also learn how to break out of your golden handcuffs as he shares his story of leaving his high-paying job at Apple and building Touzi Capital to where it is today!

Listen and enjoy the show!

Quote:

"It’s an interesting decision because I have lots of potential in myself. I didn’t know I could strike a conversation with people in this industry or people like you and learning something every time.”

Timestamped Shownotes:

  • 1:00 - Pancham introduces Eng to the show
  • 2:21 - How he found financial freedom in investing
  • 6:06 - His family background and how it helped with his mindset as an investor
  • 9:09 - Why investing out of state is not an hindrance to success
  • 11:41 - Overview of the BRRRR Strategy
  • 12:50 - How he knew the right moment to quit his job (and why it’s his best decision yet!)
  • 19:41 - How cold showers and coffee helped him start his day
  • 21:30 - Taking the Leap Round
  • 21:30 - His first investment outside of Wall Street (at the age of 12!)
  • 22:09 - Overcoming his fear of managing his properties
  • 23:21 - Why his multifamily deal didn’t go as expected
  • 24:51 - Why rookie investors should start get into investing
  • 26:56 - Eng’s contact information

3 Key Points:

  1. Real estate is a good investment and it can also be seen as a financial security blanket that they didn’t have before.
  2. Having investments in a different state may be an obstacle to overcome but it is not a hindrance to achieve success.
  3. No matter the amount of effort you’ll be putting in your work, you would still earn the same amount of income.

Get in Touch:

  • Eng Taing Email - eng@touzicapital.com
  • Touzi Capital Website - https://www.touzicapital.com/
  • The Gold Collar Investor Banking - https://thegoldcollarinvestor.com/banking/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194

View Details

"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

Thoughts and feelings. How feelings are signal to the life YOU want?

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In today’s show, Pancham interviews Adam Zach - civil engineer and a real-estate investor.

Adam has been investing in himself when he worked with a business partner and has been growing continuously to where it is today - 26 properties in 5 different states! He has also been building the business (without needing the money!), has a flexible civil-engineering profession, and helps people on getting deals without sacrificing his quality family time!

Want to know his secret to success? Listen to this episode as he will share the business strategy that is too good to be true! He will also share its benefits and overall overview on what to look out for when using this strategy.

Listen and enjoy the episode!

Quote:

"It's more of a purpose-driven business model as opposed to just getting enough passive income to quit the job.”

Timestamped Shownotes:

  • 0:51 - Pancham introduces Adam to the show
  • 2:02 - How investing in himself got him to where he is today
  • 9:34 - Discovering the lease option and contract for deed strategy
  • 12:26 - On dealing with decreasing property value
  • 18:11 - How these strategies are also beneficial to the tenants
  • 20:12 - Details on how the strategy works for him
  • 27:27 - How he balances his engineering and investing ventures
  • 29:33 - How his morning routine helped him to be productive
  • 35:10 - Taking the Leap Round
  • 35:10 - His first investment outside of Wall Street
  • 35:29 - Questions he first asked when he started investing
  • 36:25 - How his one partnership didn’t turn out as expected
  • 38:04 - Why investors should fail their way to success
  • 39:27 - Adam’s contact information

3 Key Points:

  1. A combination of personal development and pursuing a purpose-driven investing venture can help lead to a fulfillment in life.
  2. The lease option and contract for deed strategy will benefit both the tenant and the seller so using this strategy will provide a win-win situation.
  3. His purpose-driven venture on educating people has motivated him to continue investing and providing opportunities to the buyers as well.

Get in Touch:

  • Adam Zach Website - https://engineeringrei.com/
  • Adam Zach Email - az@thegoldcollarinvestor.com
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • The 7 Habits of Highly Effective People: Powerful Lessons in Personal Change by Stephen R. Covey - https://www.amazon.com/Habits-Highly-Effective-People-Powerful-ebook/dp/B01069X4H0
  • The Miracle Morning Series by Hal Elrod - https://www.amazon.com/gp/bookseries/B01ILUVCF2
  • Go for No! Yes is the Destination, No is How You Get There by Richard Fenton and Andrea Waltz - https://www.amazon.com/Yes-Destination-How-You-There-ebook/dp/B00507TDJM

View Details

"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

Network is Your Networth

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In today’s show, Pancham interviews Juan Carlos Herrera - founding partner of Quantor Capital and managing director of Inscription Capital - and together with Julio Cacho, founder and Chief Investment Officer of Quantor Capital and Inscription Capital.

Juan and Julio have the same investment philosophy: diversifying their portfolio accordingly to the market across multiple assets. With their same investment approach, they have built 2 investment firms, have been providing financial advice and are overseeing more than one billion dollars in assets!

In today’s episode, you’ll know more about diversification as they share its perks and the factors to consider when expanding your portfolio.

They’ll also share their principles, allocating your investments, and knowing your risk tolerance so you can invest to the fullest so this is definitely a don’t-miss episode!

Listen and enjoy the show!

Quote:

"The principle here is to diversify as much as you can because that’s the only real free lunch that we have.”

Timestamped Shownotes:

  • 2:36 - Pancham introduces Juan and Julio into the show
  • 5:01 - How they met and built their investment model
  • 9:42 - Why the asset prices are unpredictable
  • 12:45 - Guide on how to heavily diversify your investments
  • 22:14 - Breaking down your cash in 3 “buckets”
  • 25:17 - Identifying your risk tolerance to know how much to invest
  • 32:19 - How to overcome psychological hurdles in investing
  • 37:18 - How their investment philosophy didn’t changed over time
  • 44:02 - Taking the Leap Round
  • 44:02 - Their 1st invested outside of Wall Street
  • 45:13 - Overcoming their fear of doing everything the right way
  • 46:11 - Lessons learned for their investments that didn’t end well
  • 48:36 - Their lasting advice to investors
  • 50:48 - Juan and Julio’s contact information

3 Key Points:

  1. Diversify and invest in as many assets classes as you can since no one knows what would be the best asset from now onwards.
  2. It will be very difficult to outperform the markets so the best solution is to simply replicate the market.
  3. By identifying your own risk tolerance, you can decide the type of portfolio you would want to have and can know your expected returns.

Get in Touch:

  • Inscription Capital Website - https://inscriptioncapital.com
  • Quantor Capital Website - https://www.quantorcapital.com
  • Juan Carlos Herrera LinkedIn - https://www.linkedin.com/in/juan-carlos-herrera-253a8714/
  • Julio Cacho Twitter - https://twitter.com/jcachodiaz
  • Now Know This Podcast - https://www.audible.com/pd/Now-Know-This-Investments-Economics-Behavior-Podcast/B08K565KY1?qid=1617190287&sr=1-1&ref=a_search_c3_lProduct_1_1&pf_rd_p=83218cca-c308-412f-bfcf-90198b687a2f&pf_rd_r=XS5T9KKCSGD1B93XRDR3
  • Watch The Gold Collar Investor Show #5 at https://thegoldcollarinvestor.com/show5/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

View Details

"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

The Secret

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In today’s show, Pancham once again interviews Brandon Hall - founder and CEO of The Real Estate CPA.

Brandon is a firm believer that real estate investing is crucial to building wealth - and tax planning is one of the important factors to consider when generating wealth. And with the new administration, changes are bound to happen.

In this episode, Brandon is back as he predicts what the future holds with the upcoming new administration and the tax laws. He will also share golden nuggets in terms of understanding the power of a real estate professional status and how it can benefit you!

Listen and enjoy the show!

Quote:

"Nobody has the crystal ball and can predict what's gonna be implemented and when it’s going to be implemented and that’s the challenge.”

Timestamped Shownotes:

  • 1:11 - Pancham introduces Brandon to the show
  • 2:34 - Changes to be expected in tax laws (and why it mainly impacts high-income earners)
  • 8:03 - His judgement on the additional tax programs and how it will play out
  • 9:42 - Benefits of the changes to people who has financial struggles
  • 12:05 - Why you should not rush things and just wait for what will happen
  • 15:04 - How the tax laws will not affect your real estate professional status
  • 17:32 - How investors can leverage and offset their active and passive income
  • 24:21 - What it takes to be a real estate professional (and real-life cases to guide you!)
  • 36:41 - Where you can apply for a 5-week Tax Strategy Foundation Course

3 Key Points:

  1. Explore different options on what you can do today so you can reduce your overall income to be able to prevent tax increases
  2. There’s a lot of risks when it comes to being proactive since no one really knows what will happen. Focus on investing in a smart manner instead of risking a lot.
  3. There’s a lot of challenges in applying to be a real estate professional but if you are qualified to be one, go for it since it has a lot of useful benefits.

Get in Touch:

  • Enroll in their Tax Strategy Foundation Course at http://thegoldcollarinvestor.com/cpa
  • The Real Estate CPA Website - https://www.therealestatecpa.com
  • Tax Smart Real Estate Investors Facebook Group - https://www.facebook.com/groups/taxsmartinvestors
  • Watch The Gold Collar’s Episode with Brandon Hall here at https://thegoldcollarinvestor.com/show4/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Book:

Rich Dad’s CASHFLOW Quadrant: Rich Dad’s Guide to Financial Freedom by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dads-CASHFLOW-Quadrant-Financial/dp/1612680054

View Details

"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

The Great Ones are Learning Machines

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Ever wondered how you can reduce your tax liability? Is it even possible to lower your taxes? The answer to both questions is YES. In today’s episode, we’re back with another Ask Pancham Show as he will share all about how you can keep your income rather than paying it for taxes!

As the tax season is fast approaching, tune in as the host himself will discuss the power of real estate investments in terms of keeping your wealth. Learn the efficient way to lower your tax rates so listen until the end of the episode!

Quote:

"What if you're able to reduce your taxes by 1%, 2%, 5%, 10%? You will be giving yourself a raise by that amount.”

Timestamped Shownotes:

  • 0:37 - Question of the Day: How can you use depreciation to offset your W-2 income
  • 2:31 - Classifying the 3 types of income
  • 3:47 - How passive income can lead to a lower effective tax rate
  • 7:05 - Why being a real estate professional can help offset your active income
  • 10:02 - Misconceptions on what it takes to be a real estate professional

3 Key Points:

  1. Minimize your tax position by shifting your earned income to passive or portfolio income.
  2. Passive income is not subjected to high effective tax rates since these are covered by depreciation and amortization.
  3. If you’re a qualified real estate professional, you can use your passive loss to offset your active income and can save a lot of taxes.

Get in Touch:

  • Listen to The Gold Collar Episode’s Show #4 here at https://thegoldcollarinvestor.com/show4/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

View Details

"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

Champions are Obsessed with Productivity and Results

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In today’s show, Pancham interviews Lance Graulich - founder and CEO of ION Franchising.

Lance believes that franchises are for everyone - that there’s a business out there that matches with your goals. Wanting to help entrepreneurs find their perfect franchise, he founded ION Franchising and is now the largest franchise broker in the U.S. which currently represents more than 650 brands!

Been thinking of owning a franchise? Today’s episode is perfect for W-2 employees who are thinking of generating another stream of income as Lance will discuss all about starting a franchise!

From how it works to its benefits and beauty of franchising, this episode is jampacked with insights into the franchising industry so don’t miss it!

Quote:

"Surround yourself with the best resources or a partner that knows more than you in some other areas and go for it.”

Timestamped Shownotes:

  • 2:52 – Pancham introduces Lance to the show
  • 3:48 – How his entrepreneurial background got him into franchising
  • 8:07 – How franchising can lead you to more opportunities
  • 21:22 – What it takes to open a franchise (and why franchising may just be for you!)
  • 24:55 – Recession resilient franchises that came out from 2020
  • 36:21 – How his morning habits helped him to be more productive
  • 39:37 – Taking the Leap Round
  • 39:37 – His first franchise investment
  • 39:55 – Why having very little fear is not always a good thing
  • 40:29 – His franchise investment that didn’t go as expected
  • 42:24 – Why you should reach out to Lance for franchising advice
  • 44:02 – Lance’s contact information

3 Key Points:

  1. When organizing a business plan for your franchise, align your investment level, the type of owner you’ll be, and your goals and expectations for this franchise.
  2. Franchising is a good idea for business starters as it could help you have a general idea of the industry.
  3. Franchising can be for anyone but it would start with you taking the first step of wanting to be an entrepreneur.

Get in Touch:

  • ION Franchising Website -https://ionfranchising.com/
  • Lance Graulich Instagram - https://www.instagram.com/lance_graulich_ionfranchising/
  • Lance Graulich Facebook - https://www.facebook.com/ionfranchising/
  • Lance Graulich LinkedIn - https://www.linkedin.com/in/lance-g-68b304118/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Book:

  • Rich Dad's CASHFLOW Quadrant: Rich Dad's Guide to Financial Freedom by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dads-CASHFLOW-Quadrant-Financial/dp/1612680054

View Details

"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

The Great Ones are Problem Solvers

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In today’s show, Pancham interviews John Blanton - sales executive, real estate investor, and host of Contrarian Cashflow.

John has a certain goal: to earn a 6-figure income, max out his 401k, spend time with his family, and to be able to travel freely. And he knew that his corporate job won’t be enough to be able to achieve his goals.

With his love for chasing and closing deals, investing in various investments (lending, bitcoin, flipping houses, active deals, passive investments - you named it!) certainly helped him achieve his goals and have a fulfilled life!

In this episode, get inspired by his journey as he shares how he balances his full-time job, his investing hustles, and spending his personal time with his family. He will also share pearls of wisdom from his past 6 years of investing!

So many golden nuggets in this episode so make sure to listen until the end!

Quote:

"Anything I can do to close a deal and chase deals is something extremely exciting and what I’m passionate about.”

Timestamped Shownotes:

  • 2:05 - Pancham introduces John to the show
  • 3:38 - How he and his wife discovered real estate investing
  • 8:53 - Lessons learned from his investments gone wrong
  • 13:54 - On transitioning to passive investing
  • 16:19 - How cold storage became his most consistent investment
  • 18:16 - Knowing your career path by defining your priorities
  • 24:55 - Why he doesn’t want to focus on one asset class
  • 28:15 - Taking the Leap Round
  • 28:15 - His first investment outside of Wall Street
  • 29:20 - Overcoming his fear of the unknown
  • 30:46 - Why his Bitcoin investments didn’t go as expected
  • 33:18 - Why investors should educate themselves first
  • 34:38 - John’s contact information

3 Key Points:

  1. Define your personal priorities in order to know the career path that best fits you.
  2. Don’t let other people tell you why you should invest in a deal or what return profiles will be good for you. Invest in your own terms.
  3. Be intentional with your time. Do things that could help you to generate income and to enjoy life at the same time.

Get in Touch:

  • Peak Capital Website - https://www.peakcapitalgrp.com/
  • John Blanton LinkedIn - https://www.linkedin.com/in/joblanto/
  • Contrarian Cashflow Podcast - https://contrarian-cashflow.captivate.fm/
  • Download the FREE e-book “Top 6 Reasons To Invest Outside of Wall Street” on https://thegoldcollarinvestor.com/download/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • The Miracle Morning Series by Hal Elrod - https://www.amazon.com/gp/bookseries/B01ILUVCF2
  • The Hands-Off Investor: An Insider’s Guide to Investing in Passive Real Estate Syndications by Brian Burke - https://www.amazon.com/Hands-Off-Investor-Insiders-Investing-Syndications/dp/1947200275

View Details

"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

Great ones are at peace with themselves!

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In today’s show, Pancham interviews Travis Watts - a full-time passive investor and the director of investor relations at Ashcroft Capital.

He is no stranger to finances and investments but he realized that a W-2 job, an active investor in multi-family homes, and being a property manager is simply not his thing. So, he started investing in syndications passively!

With his focus on achieving time freedom, he has finally left his corporate job, became a full-time passive investor, is a limited partner in over 35 syndications, and has been devoting his time to teaching passive investment strategies to rookie investors!

In this episode, learn insights and words of wisdom as Travis will share the pros and cons of passive and active investing, deals he made with different approaches, and how you can vet out sponsors!

Want to know the right investing approach for you? Listen and enjoy the show!

Quote:

"I was literally trading time for dollars. And I got to thinking ‘There’s gotta be more to life than this.’”

Timestamped Shownotes:

  • 1:20 - Pancham introduces Travis to the show
  • 2:28 - How he got into real estate investing
  • 8:25 - His transition from active to passive investing
  • 12:05 - Why passive investing best works for him (and how to know what best suits you!)
  • 20:45 - Identifying your clear criteria when vetting out sponsors
  • 23:51 - How mind-clearing helped him to be more productive
  • 26:53 - Taking the Leap Round
  • 26:53 - His first investment outside of Wall Street
  • 29:04 - Overcoming his fear of breaking barriers
  • 30:21 - His investments that didn’t go as expected
  • 31:59 - Why investors should do their own research
  • 33:21 - How to get a copy of his report

3 Key Points:

  1. Self-educating yourself through podcasts, books, and seminars is the best way to go to understand the fundamentals of investing.
  2. The type of approach you would want to have in investing should best fit your skill sets, passion, and interests.
  3. Defining who you would want to have as a sponsor can easily help you vet an investor.

Get in Touch:

  • Get a FREE copy of his report on “Understanding Real Estate Private Placements” at travis@thegoldcollarinvestor.com
  • Ashcroft Capital Website - https://ashcroftcapital.com/
  • Listen to Episode #43 with Jeremy Roll at https://thegoldcollarinvestor.com/tgci-43-w2-to-passive-investments/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194
  • Rich Dad's Prophecy: Why the Biggest Stock Market Crash in History Is Still Coming...And How You Can Prepare Yourself and Profit from It! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dads-Prophecy-Biggest-Yourself-ebook/dp/B0175P5M6O
  • Rich Dad's CASHFLOW Quadrant: Rich Dad's Guide to Financial Freedom by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dads-CASHFLOW-Quadrant-Financial/dp/1612680054

View Details

"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

Power of Humility

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In today’s show, Pancham interviews Jerome Myers - a leader in multifamily development, founder and Chief Inspiration Officer of DreamCatchers and The Myers Development Group.

Jerome was already successful in corporate America - already built a 20MM division and a 30% profit margin. But after a phone call on Christmas Eve, he decided to leave corporate America and started everything all over again!

Now, he has built his own company that has a multi-million-dollar portfolio, been featured on top podcasts, and has been guiding investors through the Myers Methods!

In this episode, learn how his qualities as an engineer helped him in the real estate game. You’ll also get to discover what investment strategy works for you, how investing can provide fulfillment to your life, and the 4 challenges in investing!

Quote:

"Then I said, when I was leaving corporate, ‘I’m gonna get that dream off the shelf and I’m gonna invest outside of Wall Street.’”

Timestamped Shownotes:

  • 1:44 - Pancham introduces Jerome to the show
  • 3:11 - How his venture started from a phone call on Christmas Eve
  • 13:29 - Focusing on joint ventures investments
  • 18:22 - The 4 challenges to overcome for rookie investors
  • 21:08 - Having a positive mindset amidst the pandemic
  • 25:51 - How his 5-hour morning routine contributed to his success
  • 28:17 - Taking the Leap Round
  • 28:17 - Fix-and-flip property as his first investment
  • 28:43 - His fears when he first invested outside of Wall Street
  • 29:36 - His investments that did not go as expected
  • 32:06 - Why investors should never invest in something that they don’t understand
  • 33:37 - Jerome’s contact information

3 Key Points:

  1. Investing is not about replacing your income but rather replacing your expenses.
  2. Different investment strategies would best fit depending on the type of investor you want to be. A joint venture works best for active investors while a limited partnership works for passive investors.
  3. Investments are negatively affected by the pandemic and that’s the reality of it. You just have to take advantage of the system.

Get in Touch:

  • Jerome Myers Website - https://www.jeromemyers.co/lead-magnet1589065232830
  • The Gold Collar Investor Banking - https://thegoldcollarinvestor.com/banking/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • Rich Dad's CASHFLOW Quadrant: Rich Dad's Guide to Financial Freedom by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dads-CASHFLOW-Quadrant-Financial/dp/1612680054

View Details

"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

Power of consistency. The World Class is Consistently Great!

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In today’s show, Pancham interviews Brian C. Adams - lawyer-turned-real estate investor and the Principal and Founder of Excelsior GP.

Brian was a district attorney in Nashville who was transferring to a corporate law firm when he realized that he doesn’t want to live a life in golden handcuffs. He then saw his wife’s family background in investing, connected with a business partner, founded Excelsior GP, and the rest is history!

With 10 years of experience in real estate private equity, advanced knowledge in best practices for strategic real estate investing, and a $415 million growth of asset value, He is surely the guy you want to talk to when it comes to investing!

In this episode, listen as Brian will share how the maturing millennials are leading the market today, how his investment strategy works, and how diversified investments can help you in your overall portfolio.

Quote:

"If you want that style of life, and if you want that financial freedom, it doesn’t come easy and that includes the choice to leave the corporate gig, it’s not supposed to be a simple, easy decision, because if it were everybody would do it."

Timestamped Shownotes:

  • 0:40 - Pancham introduces Brian to the show
  • 1:36 - How his wife’s family background got him into investing
  • 5:02 - How the maturing millennial generation are driving market change
  • 6:48 - Focusing on commercial office assets amidst the pandemic
  • 9:16 - How golden handcuffs made him leave his corporate gig
  • 15:26 - Why you should not only focus on investing in stocks
  • 19:24 - How sleep helped him to be more productive
  • 21:54 - Taking the Leap Round
  • 21:54 - His first investment outside of Wall Street
  • 22:40 - Overcoming his fear of losing control
  • 24:05 - Why his bar and resto investment didn't go as expected
  • 26:04 - Why investors should have a good infrastructure in the business itself
  • 27:18 - Brian's contact information

3 Key Points:

  1. The maturing millennial generation is growing so their geographic metrics are benefitting the enterprise.
  2. There is no easy solution when it comes to transitioning to investing full time. The success you'll enjoy is a part of the pain that you went through.
  3. Aside from stock investments, there are other types of investments that you can consider investing in to supplement your entire portfolio.

Get in Touch:

  • Excelsior Capital Website - https://www.excelsiorgp.com/
  • Brian C. Adams LinkedIn - https://www.linkedin.com/in/brian-c-adams/
  • Listen to Brandon Hall’s episode in The Gold Collar Investor here: https://thegoldcollarinvestor.com/show4/
  • The Gold Collar Investor Banking - https://thegoldcollarinvestor.com/banking/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Show notes page: www.TheGoldCollarInvestor.com/show100

Watch on youtube: https://youtu.be/WRm1c2QaWQE

View Details

"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

Power of Criticism

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In today’s episode, Pancham interviews Ted Greene - an investor relations manager at Spartan Investors.

Ted definitely knows the ins and outs of the industry as he has been an investment adviser for 24 years. After managing bond portfolios, he steps up his game as he recently transferred to dealing with portfolios in private investments with Spartan Investors!

In this episode, listen as Ted will share everything that he learned from his years of experience! He will share key pieces of information he got from his journey and why he transitioned to handling private investments portfolio.

You’ll get tons of value from this show as he will also share his formula when investing with examples that could help you - a rookie investor - understand deals more!

Listen and enjoy the show!

Quote:

”I think the biggest lesson that I learned in 24 years of Wall Street is to not look in the rearview mirror and extrapolate that going forward with the assumption ‘This is how it always is.’”

Timestamped Shownotes:

  • 1:50 - Pancham introduces Ted to the show
  • 2:42 - His financial advisor experiences throughout the years
  • 5:08 - Why you shouldn’t look at past trends when building your portfolio
  • 7:53 - Diversifying your portfolio by strategically investing
  • 14:07 - How he calculates for self-storage deals
  • 23:58 - Their recession-resistant strategy amidst the pandemic
  • 25:11 - How his analogy of boulders, rocks, and sand contributed to his success
  • 28:36 - Taking the Leap Round
  • 28:36 - Why his 1st investment didn’t go as expected
  • 31:26 - Fears he overcame when investing
  • 32:44 - Why investors shouldn’t hesitate to ask questions
  • 35:36 - Ted’s contact information

3 Key Points:

  1. Don’t look at the past market trends and assume that it will always continue that way.
  2. Don’t invest in only one deal. Diversify your portfolio by investing in small amounts in various industries.
  3. Compute how much will be the increase in an asset and its net operating income to identify a good deal.

Get in Touch:

  • Spartan Investors Website - https://spartan-investors.com/
  • Ted Greene LinkedIn - https://www.linkedin.com/in/ted-greene-dontbeafraid/
  • Spartan Investors Youtube - https://www.youtube.com/spartanhomebuyers
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

View Details

"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

5 Levels of Mental Toughness

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In today’s show, Pancham interviews Maurice Philogene - senior executive, real estate investor, restaurant owner, public servant, philanthropist, federal agent, a police officer, and an explorer of 97 countries - a multi-talented entrepreneur indeed!

He is indeed the living testament that anything is possible. He has been acquiring multifamily properties and has closed 9 deals in 13 months! He is also diversifying his investments by doing international real estate investing - in the Mediterranean!

Why is he doing all these? Simple. His passion to serve and help other people achieve their 5 freedoms through multifamily investing and lifestyle design and it’s also his way to give back to the community.

In this episode, get to know how he remarkably handles all his careers and ventures! We will also explore his personal growth and mindset, his financial and lifestyle goals, and his story to achieve them that would definitely inspire you to make the next step!

Quote:

”We all have 24 hours in a day and as long as you get 8 hours of sleep, how you use the other 16 hours is your choice. And I just used it very wisely over the years.”

Timestamped Shownotes:

  • 0:50 - Pancham introduces Maurice to the show
  • 2:40 - His different professions and how he balances them
  • 6:28 - 2 major events that led him to his current path
  • 9:13 - Growing as an investor with multifamily investing
  • 11:09 - How single-family investing taught him patience and consistency
  • 14:58 - Shifting his financial goals to life-related goals
  • 17:26 - How the productivity pyramid helped him learn to say “no”
  • 19:18 - How being an early riser attributed to his success
  • 22:44 - Taking the Leap Round
  • 22:44 - His 1st investment outside of Wall Street
  • 23:30 - On being fearless when he’s investing
  • 24:03 - Why his penthouse condo investment didn’t go as planned
  • 26:22 - Why investors should understand their why’s
  • 27:40 - Maurice’s contact information

3 Key Points:

  1. Always look for ways to grow not only as an investor, but also as a person.
  2. Connecting and building relationships with people can help you realize what your goal in life is.
  3. Be productive and make the most out of your time to create the lifestyle you would want to achieve.

Get in Touch:

  • Maurice Philogene LinkedIn - https://www.linkedin.com/in/mauricephilogene/
  • Maurice Philogene Instagram - https://www.instagram.com/mauricephilogene/
  • Quattro Capital Website - https://www.thequattroway.com/
  • Get your FREE Report on the Top 6 Reasons To Invest Outside of Wall Street at https://thegoldcollarinvestor.com/download/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

View Details

"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

The Law of Receptivity

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In today's episode, Pancham interviews Rajan Gupta - a fellow real estate investor in Mesos Capital. He was the first official guest on The Gold Collar Investor Podcast when this podcast was launched in 2019.

Investors have gained a lot of key takeaways in his episode on the major differences of Wall Street and Main Street investing that his episode became one of the most listened to episodes!

In this episode, Rajan is back on the show to discuss all about the current state of the economy. He will also share investment alternatives that can help lower your risk profile. Don't miss this episode as you'll learn different investment strategies to generate more cash flow!

Quote:

“COVID-19 has made a lot of businesses and asset classes suffer but some businesses and some asset classes have boomed.”

Timestamped Shownotes:

  • 1:04 - Pancham welcomes Rajan to the show
  • 1:36 - His viewpoint on the current state of the market
  • 3:11 - Why prices are inflated in various asset classes
  • 5:59 - On investing in private and alternative investments
  • 7:54 - Why bonds are more riskier than stocks
  • 9:48 - Mesos Income Fund as an investment alternative
  • 14:04 - Kinds of asset classes that Mesos Income Fund invests
  • 17:33 - Rajan's contact information
  • 19:94 - His parting advice to real estate investors

3 Key Points:

  1. Rather than saving cash, invest in asset classes to your full capacity that can also give you high yields.
  2. Expose yourself in the investing industry and learn about private and alternative investments from people in different fields.
  3. Diversify your investment to be able to understand the market and its industry well.

Get in Touch:

  • Mesos Capital Website - https://mesoscapital.com/
  • The Gold Collar Investor Podcast Episode #3 - https://thegoldcollarinvestor.com/show3/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

View Details

"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

The Law of Authenticity

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In today’s show, Pancham interviews Ken McElroy - real estate investment expert, syndicator, rich dad advisor, educator, and author of Return to Orchard Canyon, and my role model.

Ken McElroy has been in the investing industry for three decades. With his years of investing experience, he already has 250 employees, a development, construction, property management, and utility company. He also owned about a billion-dollar worth of investments - a true entrepreneur indeed!

In this episode, grasp the current state of the economy as Ken shares the possible supply and demand issue, massive disruptions from migration patterns, and the debt deflation in real estate investing from his point of view.

He will also share his passion for educating investors through his Youtube channel and with his self-written books (that my 9-year old son can read!) so you can’t miss this episode!

Quote:

“The journey’s all started from one 2-bedroom 2-bath that just cash flowed $120 a month and the rest has just been a massive learning process.”

Timestamped Shownotes:

  • 1:19 - Pancham introduces Ken to the show
  • 2:27 - How his real estate journey started from one 2-bedroom 2-bath unit
  • 6:56 - How the migration patterns will impact rentals
  • 12:36 - Trying to stop debt deflation through inflation
  • 16:34 - His thoughts on supply and demand in real estate investing
  • 24:20 - Reinvesting back to education through his Youtube channel
  • 28:41 - His purpose of writing Return to Orchard Canyon (and why you should get your copy!)
  • 31:42 - His fundamentals in getting deals
  • 36:27 - How gratitude, meditation, and prioritizing health helps with his success
  • 41:25 - Taking the Leap Round
  • 41:25 - His first investments outside of Wall Street
  • 43:02 - His concerns whenever he is investing
  • 44:15 - Why his 300-unit apartment building investment didn’t go as expected
  • 47:05 - Why you should have multiple income streams
  • 49:31 - Ken’s contact information

3 Key Points:

  1. The migration patterns will affect the supply and demand of rentals which would massively impact some areas.
  2. The government will keep trying to reduce their overall debt by inflation which would affect the economy.
  3. Real estate investing is a good strategy for cash flow and long-term wealth building.

Get in Touch:

  • Take a look at the 1st chapter of Return to Orchard Canyon for FREE at https://kenmcelroy.com/gci/
  • Ken McElroy Website - https://kenmcelroy.com/
  • Ken McElroy Youtube Channel - https://www.youtube.com/kenmcelroyofficial
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194
  • Return to Orchard Canyon by Ken McElroy - https://www.amazon.com/Return-Orchard-Canyon-Ken-McElroy-ebook/dp/B082J4NYG6

View Details

"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

The Law of Influence

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In today’s show, Pancham interviews Ryan McKenna - full-time real estate investor, syndicator, and founder and CEO of McKenna Capital.

Ryan has been balancing his full-time job, passive investing, and building his network when he finally builds up enough capital to leave his job and start his own private equity company to help others to invest passively in different syndications.

Today, he has grown his passive investments into different asset classes, an investor in more than 50 opportunities and with $1 billion worth of real estate and business assets!

In today’s episode, Ryan shares his wealth of knowledge when it comes to different asset classes and sponsors. He will share why diversification is important to him, his philosophy in his business, how he builds his network, and the emerging asset classes today!

What makes syndications stand-out and why is it a better way to invest? Listen to this episode to find out!

Quote:

“I tried to really make sure my portfolio is very well-diversified, so not one investment will make or break me.”

Timestamped Shownotes:

  • 1:54 - Pancham introduces Ryan to the show
  • 2:54 - How he got intrigued by syndications
  • 10:00 - Diversifying his syndications to build his portfolio
  • 15:33 - On knowing the investor behind the deals
  • 20:04 - Active vs. Passive Investing (and what’s the best fit for you)
  • 26:01 - How investing in resilient asset classes helps amidst the pandemic
  • 31:28 - How gratitude and tackling the hardest problems helps developed a positive mindset
  • 36:11 - Taking the Leap Round
  • 36:11 - First real estate investment and how it came about
  • 36:34 - Risks and fear he overcame with his first real estate investment
  • 37:35 - Why one of his self-storage deals didn’t go as expected
  • 39:12 - Why you should surround yourself with fellow investors
  • 41:08 - How to get a copy of his report

3 Key Points:

  1. Diversifying your investments is a good strategy to generate good cash flow streams and to build relationships with other investors.
  2. Explore, educate yourself, and learn from other investors as much as possible to have a better insight into how it works.
  3. Syndication is a good investment whether you’ll be active or passive investing as it will help expose yourself to other markets.

Get in Touch:

  • Get a copy of the Top 10 Reasons Real Estate Syndications Are A Better Alternative Report at mckennacapital@thegoldcollarinvestor.com
  • Ryan McKenna Website - https://www.mckennacapital.com/
  • The Five Minute Journal App - https://www.intelligentchange.com/pages/five-minute-journal-app
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194

View Details

"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

The Law of Compensation

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In today’s show, Pancham interviews Kris Benson - chief investment officer for Reliant Investments which is a subsidiary of Reliant Real Estate Management and one of the top 25 commercial self-storage operators in the U.S. in 2019.

Kris Benson saw the value in self-storage investing when he is looking for asset classes to invest in. He became part of the investment committee at Reliant, and in just 5 years, it has completed over $650,000,000 in self-storage acquisitions and dispositions!

In today’s episode, Kris shares everything you need to know about self-storage investing - its history, how it works, the market trends, locational strategy, and more!

You’ll also see why self-storage is the most valuable asset class so don’t miss this episode!

Quote:

“It’s been a fun adventure kinda getting to this point. Storage is a really dynamic market right now.”

Timestamped Shownotes:

  • 1:23 - Pancham introduces Kris to the show
  • 2:33 - How he got into the self-storage industry
  • 8:10 - How self-storage works (and how its industry has evolved)
  • 11:26 - The type of clients in the self-storage industry
  • 13:38 - How location affects his investing decisions
  • 16:44 - His analysis on the market trends amidst the pandemic
  • 19:37 - The details of his first ground-up development
  • 22:56 - How working out helps with his outlook and his success
  • 25:46 - Taking the Leap Round
  • 25:46 - His first investment outside of Wall Street
  • 28:03 - Fears he overcame from his first investment
  • 29:01 - How his investment in a healthcare company didn’t work out
  • 30:51 - Figuring out the type of investor you want to be
  • 34:14 - Kris’s contact information

3 Key Points:

  1. Self-storage is a recession-resilient investment that was able to adjust quickly to unfortunate events.
  2. Self-storage is about the convenience of clients that hate to get rid of their stuff.
  3. Finding the perfect location for self-storage is crucial in the industry.

Get in Touch:

  • Reliant Investments Website - https://www.reliantinvestments.com/
  • Kris Benson LinkedIn - https://www.linkedin.com/in/kris-benson/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • The 4-Hour Workweek: Escape 9-5, Live Anywhere, and Join the New Rich by Timothy Ferriss - https://www.amazon.com/4-Hour-Workweek-Anywhere-Expanded-Updated/dp/B0031KN6T8/ref=tmm_aud_swatch_0?_encoding=UTF8&qid=&sr=
  • Tribe of Mentors: Short Life Advice from the Best in the World by Timothy Ferriss - https://www.amazon.com/Tribe-Mentors-Short-Advice-World-ebook/dp/B071KJ7PTB/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=&sr=

View Details

"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

Happy New Year and Law of Value

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In today’s show, Pancham interviews Paul Birkett - founder and CEO of Automation Finance.

Paul has been working at PepsiCo for 18 years when he realized that living a corporate life isn’t what he wanted. He jumped into the entrepreneurial life with both feet and has started running an investment platform by buying distressed mortgages.

With his vision to help families to not lose their homes, he works with borrowers to avoid foreclosure and to help them get back on track. For 6 years, He has saved more than 2,000 families from foreclosure!

In today’s episode, Listen as Paul shares how he discovered his niche for mortgages and how he has revolved his business around it. He’ll also share his mindset on how he managed to make the first step into living the entrepreneurial life!

Learn different values and insights from his stories so don’t miss this episode!

Quote:

“We’re regular guys. There’s nothing special about us. We just built a lot of systems and a lot of expertise over the 7 years but now we can make that available to everybody.”

Timestamped Shownotes:

  • 2:45 – Pancham introduces Paul to the show
  • 4:06 - What mortgages have that made him start Automation Finance
  • 8:54 - Breaking free from his “golden handcuffs” (and why it took him 20 years)
  • 16:15 - How Automation Finance works
  • 20:09 - What makes Automation Finance stand out
  • 22:53 - His thoughts on the impending mortgage crisis
  • 26:36 - How clearing his emails helped with his success
  • 29:32 - Taking the Leap Round
  • 29:32 - His first investment outside of Wall Street
  • 30:13 - His realizations when he bought his first investment
  • 30:58 - What he learned from buying 1,000 loans at once
  • 32:39 - Why you should invest outside of Wall Street
  • 33:38 - How to get a copy of the Real Estate Mortgage Market Report

3 Key Points:

  1. It’s never too late to take your first step into the life that you wanted.
  2. Focusing your business on achieving sustainability and not just on gaining profit.
  3. The simple things that you do with your daily routine are those that are really helpful with your success.

Get in Touch:

  • Get your report on the Real Estate Mortgage Market at pepsipaul@thegoldcollarinvestor.com
  • Automation Finance LinkedIn Videos - https://www.linkedin.com/company/automationfinance/posts/?feedView=videos
  • Automation Finance Website - https://www.automationfinance.com/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

View Details

"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

Thank You!

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In today’s show, Pancham interviews Adam A Adams - multifamily investor, founder of BlueSpruce Holdings, and host of the Apartment Investing Show.

After taking a leap in real estate investing, Adam didn’t take long before it became his full-time passion. With what he learned from his different ventures, he has been helping people launch podcasts, manage apartments, and has been increasing his company’s brand to grow as one of the top syndication teams.

A three-time Hall of Fame winner from RE Mentor, top MeetUp organizers in the world, and the “Master Investor” by Think Realty magazine - you’ll see why he is the perfect investor to hear tips and advice from!

In this episode, you’ll see why he was awarded as the Master Investor. He discusses how his career started from the game “Cashflow” and a gift from his stepdad. He also shares his experience from vetting out sponsors that will surely help with your investment decisions!

Want to know vetting out techniques that will certainly help you find the right sponsors? Listen until the end of the episode!

Quote:

“We’ve really started to figure out that there are 3 major things that you gotta be looking at (when vetting out sponsors) and some people miss them.”

Timestamped Shownotes:

  • 3:34 – Pancham introduces Adam to the show
  • 5:05 - How the game “Cashflow” and his stepfather’s gift made him invest in real estate
  • 12:54 - Emotions he had when he received “Master Investor”
  • 17:51 - How he started with vetting out sponsors
  • 24:04 - 3 things to look at when vetting out the management team
  • 35:48 - How gratitude, workouts, and intermittent fasting attributed to his success
  • 40:15 - Taking the Leap Round
  • 40:15 - His first investment outside Wall Street
  • 40:26 - Questions he had with his first investment
  • 41:50 - His investment that didn't work out
  • 45:50 - Why you should get your free report to learn to vet out sponsors

3 Key Points:

  1. Always pour your heart out into your work and all the hard work will always be awarded.
  2. Real estate investments are the route to have high cashflow when it comes to investing.
  3. The management team is the most critical aspect when vetting out sponsors so always trust your gut first before anything else.

Get in Touch:

  • Get your FREE Report on how to vet out sponsors at vetting@thegoldcollarinvestor.com
  • Adam A Adam Website - https://realbluespruce.com/
  • Cashflow Classic Game - https://www.richdad.com/products/cashflow-classic
  • The Gold Collar Investor Banking - https://thegoldcollarinvestor.com/banking/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/

Pancham Gupta Email - p@thegoldcollarinvestor.com

View Details

"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

4 Zones of Productivity

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In today’s show, Pancham interviews Adam Levine - managing partner and founder of Levine Capital Management, LLC.

Adam has been following in his father’s footsteps ever since. Learning from his father’s failed investments, he has built his system on how to vet out sponsors. Aside from that, he has also been preserving and growing his family’s capital by investing with the top sponsors!

In today’s episode, Adam shares how he started his career from his father’s investments, his purpose in building his model to vet out sponsors, and the power of establishing relationships!

Learn the secrets to vetting out sponsors so listen until the end of it!

Quote:

“The reason why I created it is because I want to help other people because there are other people like my father that they’re high income and they don’t know how to properly vet.”

Timestamped Shownotes:

  • 1:38 - Pancham welcomes Adam to the show
  • 2:33 - How his dad became his biggest influence in investing
  • 11:44 - On building his vetting system
  • 14:48 - Key things to look for when vetting out sponsors
  • 22:08 - Educating himself through building relationships
  • 25:19 - How health and fitness attributed to his success
  • 30:57 - Taking the Leap Round
  • 30:57 - His first investment outside of Wall Street
  • 31:42 - Why he didn’t felt fears when he invested outside of Wall Street
  • 32:46 - How a handshake deal from his dad became the worst investment
  • 34:27 - Why you should make your research before investing
  • 36:50 - Adam’s contact information

3 Key Points:

  1. Importance of knowing who you’re gonna invest with
  2. Learning from other investors about things you don’t know
  3. The value of building relationships with investors

Get in Touch:

  • Get a FREE copy of Step-By-Step Blueprint for Passive Investing at https://levinecapital.com/
  • Levine Capital Youtube - https://www.youtube.com/channel/UC9VC3YALEbn247g3WTh601Q
  • Levine Capital LinkedIn - https://www.linkedin.com/company/levine-capital/
  • Levine Capital Facebook - https://www.facebook.com/LevineCapital/
  • Get your FREE Report on the Top 6 Reasons To Invest Outside of Wall Street at https://thegoldcollarinvestor.com/download/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

What is productivity?

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In today’s show, Pancham interviews Kyle Wilson - founder of Jim Rohn International, YourSuccessStore.com, LessonsFromNetwork.com, and KyleWilson.com.

Kyle is a team player that has been working with the top names in the personal development industry such as his 18-years partner Jim Rohn. With his expertise in the industry, he hosts the Kyle Wilson Inner Circle Mastermind and is helping people become #1 Best Selling Published Authors with their #1 Best Selling Books.

He also published “52 Lessons I Learned from Jim Rohn and Other Legends I Promoted” which became #1 in 30 categories!

In today’s episode, we’ll take a look at Kyle's mindset as he shares how he built trust with his partners and how he pulled off a once-in-a-lifetime book. Learn tips to succeed in your ventures and know the importance of being a team player in this episode so don’t miss it!

Quote:

“It's a little misleading when we say Success Habits to Super Achievers because it’s much more than that. It’s lessons of resilience, and fate, and mentors, and overcoming challenges, and even serendipity of us meeting the right people at the right time at the right place. It’s got something for everyone.”

Timestamped Shownotes:

  • 1:31 - Pancham introduces Kyle to the show
  • 3:22 - How he got into the personal development industry
  • 10:08 - Why you should learn to bring value in a marketplace to succeed
  • 12:12 - How handshakes can recognize good partnerships
  • 16:20 - His purpose of publishing 52 Lessons I Learned from Jim Rohn and Other Legends I Promoted
  • 24:20 - How he uses his “priority list” to say no
  • 31:22 - Starting his day with 7 minutes of “me time”
  • 37:36 - Taking the Leap Round
  • 37:36 - The book that has the most impact on him
  • 37:53 - Projects that brought him outside of his comfort zone
  • 38:47 - How he gives back to the community

3 Key Points:

  1. Bring value to the market so you can attract people to work with
  2. Test people’s philosophy to see if it would be a long-term partnership
  3. Knowing what you prioritize as a basis for decision-making

Get in Touch:

  • Kyle Wilson Email - kyle@thegoldcollarinvestor.com
  • Kyle Wilson Website - https://kylewilson.com/
  • Success Habits of Super Achievers Podcast - https://kylewilson.com/podcast
  • The Gold Collar Investor Banking – https://thegoldcollarinvestorbanking.com/bankingshow
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • Get a copy of “52 Lessons I Learned from Jim Rohn and Other Legends I Promoted” at kyle@thegoldcollarinvestor.com
  • Success Habits of Super Achievers by Kyle Wilson - https://www.amazon.com/gp/product/B08HY6B51N/ref=dbs_a_def_rwt_bibl_vppi_i0
  • Think and Grow Rich Series by Napoleon Hill - https://www.amazon.com/gp/product/B087JLT3JB?ref_=dbs_dp_rwt_sb_tkin&binding=kindle_edition

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"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

Power of reading books

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In today’s show, Pancham interviews Jonathan Farber - a side hustle investor who specializes in house hacking, the youngest enterprise account executive of NetApp, and the host of The Millennial Millionaire through Real Estate Podcast.

Ever wondered how people can pay you just by living in your own place? Well, it’s called house hacking and Jonathan is no stranger to this strategy. He has been house hacking his properties and is using his income to buy other properties.

With his skills and other financing strategies, he has acquired 4 single families and a 4-unit property and has achieved financial independence at the age of 27!

In today’s episode, Jonathan will share his journey to financial freedom. He will share how he got started with house hacking, the lessons he learned, and different advice so you can also achieve your investing goals through house hacking.

If you’re looking to actively invest in house hacking, this episode will surely guide you through!

Quote:

“If there’s one way to get started that I felt like has the lowest risk, it’s this (house hacking) because you're always gonna need a place to live.”

Timestamped Shownotes:

  • 1:51 – Pancham welcomes Jonathan to the show
  • 2:44 - How house hacking made him financially free
  • 9:30 - From spending to earning $300 monthly with his first house hack
  • 14:15 - Different investments when he got into real estate investing
  • 16:49 - His hustles of house hacking his 4-unit property (and the breakdown of his numbers)
  • 23:18 - Optimizing COVID-19 as an opportunity to learn
  • 27:31 - Starting his day with good energy and journalizing
  • 31:28 – Taking the Leap Round
  • 31:28 - His first investment outside Wall Street
  • 31:48 - How he overcame his pessimistic mindset
  • 32:26 - One investment that didn’t work out
  • 34:14 - Why investors should follow “one logic of thinking”
  • 35:35 - Jonathan’s contact information

3 Key Points:

  1. Why house hacking is the perfect active investment
  2. Various tips to get started in house hacking
  3. Why you shouldn’t put your life on pause amidst COVID-19

Get in Touch:

  • The Millennial Millionaire through Real Estate Podcast - https://open.spotify.com/show/3VxyqVyRN86OA3GMIwMBr2?si=MSwLCFpYSxeiLVBkV2FHxg
  • The Millennial Millionaire through Real Estate Podcast Facebook Group - https://www.facebook.com/groups/860025821084224/?ref=bookmarks
  • Jonathan Farber Email - jonjfarber@gmail.com
  • Jonathan Farber Instagram - https://www.instagram.com/jonjfarb/
  • The Gold Collar Investing Banking – https://thegoldcollarinvestorbanking.com/bankingshow
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Book:

  • Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194

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"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

Persistence

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In today’s show, Pancham interviews Rod Khleif - an entrepreneur, multiple business owner, philanthropist, real estate investor, and host of The Lifetime CashFlow Through Real Estate Podcast.

Rod Khleif had lost $50,000,000 in real estate when the 2008 market crash happened. He can’t do anything about it and could only change one thing: his mindset. He started once again from the bottom, redirected his focus, and has now built multi-million dollar businesses!

In today’s show, Rod will walk us through how to utilize your goals to become a source of your encouragement. He will also share his approach in real estate businesses and true happiness from his acts of service.

Need help on where to focus your mindset? Or do you need help to set goals that could effectively drive you? Well, this episode is for you! Enjoy!

Quote

“The secret to this and the secret to where we are right now is to manage your focus. Focus on what you want, not what you don’t want. Get very tuned in to what you want.”

Timestamped Shownotes:

  • 2:18 - Pancham introduces Rod Khleif to the show
  • 3:32 - How he got into real estate investing
  • 6:35 - The shift in his mindset from losing his assets to redirecting his goals
  • 11:47 - A live goal-setting workshop to help fuel your motivation
  • 20:25 - The power of visualizing your goals
  • 26:34 - Seeking happiness by giving back
  • 32:12 - Why he focuses on investing in multifamily properties
  • 38:19 - How gratitude attributed to his success
  • 42:57 - Taking the Leap Round
  • 42:57 - His first investment outside Wall Street
  • 43:05 - How he overcame limiting beliefs
  • 43:46 - One investment that did not go as expected
  • 44:31 - Why investors should invest in hard assets
  • 48:00 - Rod’s contact information

3 Key Points:

  1. Learn where you should direct your focus.
  2. Don’t fear what could happen. Instead, it is something that needs to be prepared for.
  3. Investing in multifamily properties to guarantee cashflow

Get in Touch:

  • Rod Khleif Website - https://rodkhleif.com/
  • Own Your Power Success Tips - https://www.youtube.com/watch?v=nw-wkh91BHU&list=PLKbOlB6GWTy3Nbw_KTZeis7iRlLgD-P9Y
  • Multifamily Virtual Bootcamp - https://members.lifetimecashflowacademy.com/presell-page1584645359973
  • Text RODLIVE to 41411 to attend the Multifamily Virtual Bootcamp
  • Use the code RODFRIEND to get $50 off in Multifamily Virtual Bootcamp
  • The Lifetime CashFlow Through Real Estate Podcast - https://rodkhleif.com/lifetime-cashflow-podcast/
  • The Gold Collar Investor Banking - https://thegoldcollarinvestor.com/banking/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books

  • Top Five Regrets of the Dying: A Life Transformed by the Dearly Departing by Bronnie Ware - https://www.amazon.com/gp/product/B07KNRLY1L/ref=dbs_a_def_rwt_bibl_vppi_i0
  • Think and Grow Rich Series by Napoleon Hill - https://www.amazon.com/gp/product/B087JLT3JB?ref_=dbs_dp_rwt_sb_tpbk&binding=paperback
  • Tony Robbins’ Books - https://www.amazon.com/Tony-Robbins/e/B001LHUY84%3Fref=dbs_a_mng_rwt_scns_share
  • The Miracle Morning Series by Hal Elrod - https://www.amazon.com/Miracle-Morning-14-Book/dp/B08426248V

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"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

Power of Humility

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In today’s show, Pancham interviews Vikram Raya – a doctor, investor, entrepreneur, coach, speaker, and a philanthropist. An all-rounder that makes it look so easy!

Vikram is devoted to sharing his wisdom to others in terms of health, wealth, and success. He co-founded and is the Principal of Viking Capitals Investments, a multi-family investment company and is the founder of Vitology Institute, a dynamic wellness center. With his passion and commitment, He was recognized as Outstanding 50 Asian Americans in Business.

In this episode, Vikram shared different principles that he used in achieving his own version of freedom. He will also share his personal stories that could motivate you to take the next big step in investing.

If you want to know more how to go beyond in order to gain 5 Freedom, this episode is for you!

Quote:

“If any of you are interested in expanding where you are, where you want to go, your income, your levels - keep your day job. Work very hard for it, be the best at it. But then, use your nights and weekends for higher value. “

Timestamped Shownotes:

  • 0:30 – Pancham introduces Vikram to the show
  • 3:47 – Vikram shares his entrepreneurial career
  • 10:52 – All about Vitology and how it optimizes health
  • 15:40 – Guide on his principle of 5 Freedoms
  • 17:32 – His struggles of transitioning to real estate investing
  • 24:09 – How his morning routine helped with his success
  • 34:42 – Taking the Leap Round
  • 34:42 - The first time he invested outside Wall Street
  • 35:11 – His fears in investing outside Wall Street
  • 37:14 - One investment that did not go as expected
  • 38:39 - One piece of advice to aspiring investors
  • 39:41 – Vikram’s contact information

3 Key Points:

  1. Importance of reading books to gain insights and wisdom
  2. Achieving 5 Freedoms to be able to live limitless
  3. Making the most of the morning routine to be productive

Get in Touch:

  • Email - vikramraya@thegoldcollarinvestor.com
  • Viking Capital Website - http://vikingcapllc.com/
  • Vitology Institute Website - https://vinstitute.com/
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/

His Morning Toolkit:

  • Athletic Greens – https://athleticgreens.com/products/ultimate-daily-greens-powder/us
  • Muse Headband - https://choosemuse.com/shop/
  • Insight Timer App - https://insighttimer.com/
  • Ziva Meditation - https://zivameditation.com/
  • Beachbody On Demand - https://www.beachbodyondemand.com/
  • Intelligent Change Productivity Tools - https://www.intelligentchange.com/

Books:

  • Rich Dad’s CASHFLOW Quadrant: Rich Dad’s Guide to Financial Freedom by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dads-CASHFLOW-Quadrant-Financial/dp/1612680054
  • Ready, Fire, Aim: Zero to $100 Million in No Time by Michael Masterson - https://www.amazon.com/Ready-Fire-Aim-Hardcover-9780470182024/dp/B01GMK68AC/ref=tmm_hrd_title_0?_encoding=UTF8&qid=&sr=
  • The 5AM Club: Own your Morning. Elevate your Life by Robin Sharma - https://www.amazon.com/gp/product/1443456624/ref=as_li_tl?ie=UTF8&tag=wwwrobinsharc-20&camp=1789&creative=9325&linkCode=as2&creativeASIN=1443456624&linkId=962af3649bae8903a367ed8b1f173081
  • The Miracle Morning Book Series by Hal Elrod - https://www.amazon.com/gp/bookseries/B01ILUVCF2
  • Eat That Frog!: 21 Great Ways to Stop Procastinating and Get More Done in Less Time by Brian Tracy - https://www.amazon.com/Eat-That-Frog-Twenty-one-Procrastinating/dp/0792754840

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"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

Power of Good Habits

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In today’s show, Pancham interviews Dave and Regina Fabry, expert in campgrounds and investing in campgrounds. They are also the founder of the outdoor hospitality investments Campfire Properties.

Both Dave and Regina were part of the corporate world when they decided to start a new beginning in campground investing. They left their high-paying jobs and sold their primary house to explore new campgrounds and get to do what they love most – travelling.

In today’s show, Dave and Regina will share their adventures on why they decided to started campground investing, how homeschooling has helped their kids and how the right time to invest in campgrounds is now. If you’re having doubts on why you should invest in campgrounds, listen to this episode to guide you! Enjoy!

Quote:

“I figured there had to be something different. There had to be something better, something that I could control better for our family and for our future. And so, Regina gave me the little purple book, “Rich Dad Poor Dad”. I read that and I was all-in. “Okay real estate. Yeah, let’s do that.””

Timestamped Shownotes:

  • 2:54 – Pancham welcomes Dave and Regina to the show
  • 3:51 – Their background and why they decided to do campground investing
  • 6:05 – Their mindset when they decided to do campground investing
  • 13:12 – Privileges of homeschooling their children
  • 18:14 – What campgrounds is all about
  • 22:31 – How they earn profits in campground investing
  • 29:34 – Major differences of campground investing from others
  • 34:58 – Taking the Leap Round
  • 34:58 – The first time they invested outside Wall Street
  • 35:59 – Fears they overcame when they first invested outside Wall Street
  • 38:16 – One investment that did not go as expected
  • 41:48 – One piece of advice they would give to someone who wants to invest in the Main Street
  • 42:58 – Their contact information

3 Key Points:

  1. Understanding the basics of campground investing
  2. Major benefits on homeschooling their kids
  3. Differences between campground investing and other property investing

Get in Touch:

  • Campfire Properties Email - campfire@thegoldcollarinvestor.com
  • Campfire Properties Website - https://campfireproperties.com/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com
  • Download free report on top 6 reasons to invest outside of wall-street: https://thegoldcollarinvestor.com/download/

Books:

  • Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194

View Details

"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

Who do you hold accountable?

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In today’s show, Pancham interviews Holly Williams. Holly is the founder of KeepMore.com and the author of “Hidden Investing: What The Wealthiest 1% Know That We Don’t”

Holly was an advertising executive by day and a real estate investor by night. After 2 decades of juggling investing and advertising, she finally said goodbye to her 9-5 job, discovered what she describes as “hidden investments”, established KeepMore.com, and is earning passive income solely on her properties.

Here’s the best thing: KeepMore.com already has over 20 communities and has encompassed over 4,500 units!

In this episode, we’ll talk about her hidden investments and different assets she invested in. She will also share the myths in real estate investing and the truth behind those myths.

Want to know how to invest like the top 1% Wealthiest People? Well, don’t miss this episode! Enjoy!

Quote

“I wrote Hidden Investing after I discovered multifamily real estate and realized that ‘Yes, indeed; that the wealthy don’t invest like most of us, like we’re told.’ ”

Timestamped Shownotes:

  • 2:47 - Pancham introduces Holly to the show
  • 4:13 - Why she decided to invest in real estate
  • 9:40 - Her purpose in writing Hidden Investing
  • 16:37 - How she diversifies her investments to maximize cashflow
  • 21:46 - Her personal favorite investments
  • 24:13 - Getting ready for the worst case scenario
  • 27:47 - First investment outside Wall Street
  • 29:08 - Her fears in investing outside Wall Street
  • 30:25 - On planning ahead of time to have better investments
  • 32:50 - Her advice to investors who are starting out
  • 35:28 - Holly’s contact information

3 Key Points:

  1. Her acquired learnings throughout her real estate career
  2. Different assets to invest on to earn passive income
  3. Importance of prospectively planning your investments

Get in Touch:

  • Holly William Website - https://keepmore.com/
  • Get your Special Free Report at keepmore@thegoldcollarinvestor.com
  • TGCI #5: Gold Collar Investor Banking. Different Angle on Life Insurance - You DEFINITELY want to listen to this! - https://thegoldcollarinvestor.com/show5/
  • Download the Free eBook “Top 6 Reasons To Invest Outside of Wall Street” on https://thegoldcollarinvestor.com/download/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books

  • Hidden Investing: What The Wealthiest 1% Know That We Don’t by Holly Williams - https://www.amazon.com/Hidden-Investing-Holly-Williams/dp/B089J17DF9
  • Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194

View Details

"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

Power of taking risk

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In today’s show, Pancham interviews Jordan Goodman, a financial journalist for over 4 decades now. Jordan is also the host of Money Answers Radio Show, a Wall Street Correspondent at MONEY Magazine, and the author of 13 best-selling books on personal finance such as Master Your Debt, Everyone’s Money Book, and Fast Profits in Hard Times.

Jordan is also known as “America’s Money Answers Man.” True to his nickname, he frequently appears on national and local TV and radio shows all over the country to answer every investor’s question about personal financial issues.

In this episode, Jordan covered the basics of personal finance. He also shared his opinions on the current market and what he predicts the future market would be. Jordan also provided ideas in terms of where you can invest your money.

If you’d like to increase your personal finance knowledge, this episode is for you!

Quote

“My whole style is to help give practical strategies and resources to help people actually implement those strategies.”

Timestamped Shownotes:

  • 4:32 - Pancham introduces Jordan to the show
  • 5:55 - How he got into personal finance journalism
  • 8:04 - His thoughts on the stock market and the current market status
  • 12:08 - His prediction on the continuation of market liquidity
  • 15:20 - Why the stock market would keep accelerating amidst COVID-19
  • 18:15 - Where he invests his capital
  • 22:25 - All about the Mortgage Optimization strategy
  • 32:41 - First investment outside Wall Street
  • 33:07 - His fears in investing outside Wall Street
  • 33:33 - One investment that didn’t do well
  • 34:16 - His advice to novice investors
  • 36:45 - Jordan’s contact information

3 Key Points:

  1. Analyzing the market performance in the stock market
  2. Importance of knowing where to invest your finances
  3. Utilizing the Mortgage Optimization strategy

Get in Touch:

  • Jordan Goodman Website - https://moneyanswers.com/
  • Equity Optimization™ Website - https://truthinequity.com/
  • TGCI #42: First Generation Indian Immigrant to $2.5B Assets Under Management in 6 Years! - https://thegoldcollarinvestor.com/swapnil-agarwal-indian-immigrant-real-estate-interview/
  • The Gold Collar Investor Banking - https://thegoldcollarinvestor.com/banking/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

View Details

"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

How to ask for a small favor?

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In today’s show, Pancham interviews William Rhind, an expert on ETFs. William is the founder and CEO of GraniteShares, a firm that offers simple cost-effective access to differentiated investments. Realizing his passion to help ETF investors gain access to affordable investments, he left his high-paying job and built GraniteShares.

Through his hardwork and dedication, GraniteShares was recognized as New ETF Issuer of the Year at the 2017 ETF.com Awards and the Best New Smart Beta ETF Award for GraniteShares XOUT U.S. Large Cap ETF last 2019 ETF.com Awards.

In this episode, William shared everything he knows about ETFs investments. He will also guide us so we can understand how the process of investing works and how these ETFs can help build your portfolio. If you want to know more about ETF investing, this episode is for you!

Quote

“That’s always important to me, personally, to have gold as part of our investment offering because I always felt like; you know I always believe in gold, I felt like gold should be part of our portfolio.”

Timestamped Shownotes:

  • 1:48 – Pancham introduces William to the show
  • 2:56 – Why he build GraniteShares and how he innovated the business
  • 7:08 – What makes GraniteShares Gold Trust BAR different from GLD ETFs
  • 11:11 - His pricing strategy on expense ratios
  • 13:19 – Overview on GraniteShares XOUT U.S. Large Cap ETF
  • 17:37 – Importance of transparency for ETF investors
  • 21:05 – How he manages their ETFs investments
  • 28:51 – Positive changes in his business amidst COVID-19
  • 32:08 – All about GraniteShares Platinum Trust
  • 34:43 – His everyday routine that has helped with his success
  • 38:06 – His first investment outside Wall Street
  • 38:45 – Fears he overcame when he started GraniteShares
  • 41:23 – One investment that didn’t go as expected
  • 44:15 – Advice to people who wants to invest in ETFs
  • 45:50 – William’s contact information

3 Key Points:

  1. Understanding how different ETFs investment works
  2. Innovation of GraniteShares on their investment offers
  3. What to look out for investing in ETFs

Get in Touch:

  • GraniteShares Website - https://graniteshares.com/institutional/us/en-us/
  • William Rhind LinkedIn - https://www.linkedin.com/in/william-rhind-5434367/
  • GraniteShares Twitter - https://twitter.com/graniteshares?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
  • GraniteShares LinkedIn - https://www.linkedin.com/company/graniteshares/
  • Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

Power of Visualization

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In today’s show, Pancham interviews Jilliene Helman, a certified wealth strategist. Jilliene is also the CEO and founder of RealtyMogul.

Jilliene left her high-paying job when she realized her goal of helping investors generate passive income and investments. Her dedication to finding investment opportunities helped RealtyMogul gain recognition as one of the top real estate crowdfunding platforms.

Today, RealtyMogul now has over 200,000 members on the platform with 20,000 investments, and counting. Jilliene was also included in Forbes’ 30 under 30 list last 2015 and has been recognized as Woman of the Year by Fintech last 2017.

In this episode, Jilliene shared how she came up with RealtyMogul, what she looks for in investments, and her passion of providing people a home. You’ll surely learn valuable real estate and crowdfunding lesson and insights in today’s episode so don’t miss it!

Quote:

“One of our cultural values is details matter. And what that means is that we’re willing to dive in. We’re willing to understand the risks of the investment.”

Timestamped Shownotes:

  • 2:10 – Pancham introduces Jilliene to the show
  • 3:44 – How she got into real estate business
  • 5:54 – Her mindset when she built RealtyMogul
  • 9:51 – Improvements in her investment portfolio
  • 12:53 – Where she focuses her investments
  • 15:29 – Changes in her business amidst COVID-19
  • 20:20 – How to invest using RealtyMogul
  • 23:45 – How journaling and gratitude has helped her
  • 29:28 – Taking the Leap Round
  • 29:28 – The first time she invested outside Wall Street
  • 31:10 – Her fears when it comes to investing outside Wall Street
  • 32:30 – One investment that did not go as expected
  • 35:32 – One piece of advice to aspiring investors
  • 36:54 – Jilliene’s contact information

3 Key Points:

  1. Importance of knowing the risks in investments
  2. Being dedicated to achieving the goals of the company
  3. Knowing your business priorities

Get in Touch:

  • RealtyMogul - https://www.realtymogul.com/
  • RealtyMogul Knowledge Center - https://www.realtymogul.com/knowledge-center
  • The Five Minute Journal - https://www.intelligentchange.com/products/the-five-minute-journal
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

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"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. So, let’s get to today’s tip:

Focus

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In today’s show, Pancham interviews Robert Helms. Robert is the 2nd generation investor, an international developer, the co-author of “Equity Happens”, and the radio host of the most downloaded podcast on real estate “The Real Estate Guys”.

With his dad being the “Godfather of Real Estate”, he inherited his passion on real estate and has been a real estate agent in 9 states and 6 counties.

He also has been ranked in the top 1% of the world’s largest real estate organization. Today, his past and current projects are now valued at over $800 million - a remarkable feat indeed!

In this episode, Robert shared why investing in real estate is the biggest wealth. He also shared why he decided to invest in a larger scale and what to look out for when investing internationally.

If you want to explore and invest out of your area, this episode will surely guide you! Enjoy!

Quote:

“If you’re only willing to invest in your own city, or county, or state, you’re just living a lot of opportunities on the table.”

Timestamped Shownotes:

  • 2:10 – Pancham introduces Robert to the Show
  • 3:52 – Major influence on how he got into real estate
  • 5:04 – His tips in investing out of state and internationally
  • 10:09 – Why he decided to invest internationally
  • 15:05 – His achievements on investing in Belize
  • 17:58 – How his business adjusted to COVID-19
  • 20:38 – All about the Crisis Investing Series
  • 24:32 – His morning routine
  • 29:13 – The first time he invested outside Wall Street
  • 30:04 – Fears he overcame in investing outside Wall Street
  • 32:19 – One investment that didn’t turn out well
  • 34:06 – One piece of advice to aspiring investors
  • 35:39 – His favorite asset class
  • 38:03 – Robert’s contact information

3 Key Points:

  1. Why you shouldn’t limit yourself to invest locally
  2. What to look out for in investing internationally
  3. Impact of COVID-19 on his investments

Get in Touch:

  • The COVID-19 Crisis Investing Webinar Series - https://realestateguysradio.com/crisis-investing-series/
  • The Real Estate Guys Radio Show - https://realestateguysradio.com/
  • Robert Helms Email - crisis@realestateguysradio.com
  • The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/

Books:

  • Equity Happens: Building Lifelong Wealth with Real Estate by Robert Helms - https://www.amazon.com/Equity-Happens-Building-Lifelong-Wealth/dp/0977488705
  • The Miracle Morning Book Series by Hal Elrod - https://www.amazon.com/gp/bookseries/B01ILUVCF2

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"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on:

Gratitude

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In today’s show, Pancham interviewed Josh McCallen, a business turnaround expert. Josh owns Renault Winery Resort and Golf and investment firms Accountable Equity and VIVÂMEE Hospitality.

An all-around entrepreneur, Josh takes distressed hospitality resort assets and turns them into wealth. The businesses he's running are now massive successes. Renault Winery Resort and Golf even ranked at 7 on TripAdvisor Top 25 Hotels last 2016 and 2017!

In this episode, Josh revealed his personal stories and the lessons he has learned. He also shared how he manages his businesses successfully, the values that has helped him in his business, and how he developed his love for the service.

So many gold nuggets in this episode, so please don’t miss it!

Quote

“Here’s the other secret, Pancham. At the end of the day, the bankers looked at my NOI, just like they do for you. And if we’re buying a distressed asset that has minimum pennies or a dollar, I don’t know what maybe break-even, and within 2 years have $2million or more on the NOI, that building just astronomically grew in value.”

Timestamped Shownotes:

  • 02:34 – Pancham introduces Josh to the show
  • 04:32 – Josh’s background information and how he got into investing
  • 08:58 – Why VIVÂMEE gained many recognitions
  • 11:37 – Josh compliments Pancham’s podcast
  • 12:11 – How much Josh earns in VIVÂMEE
  • 17:02 – How much change in cost does his businesses have now
  • 19:35 – Where Josh generates his profits and what his pricing strategy is
  • 23:02 – What makes his businesses different to others
  • 24:24 – Positive and negative impacts of the pandemic to his business
  • 29:00 – Josh’s morning routine
  • 33:27 – Taking the Leap round
  • 33:27 – The first time he invested outside Wall Street
  • 33:56 – Fears he overcame when he first invested outside Wall Street
  • 34:40 – One investment that did not go as expected
  • 39:25 – One piece of advice he would give to someone who wants to invest in the Main Street
  • 41:19 – Josh’s contact information

3 Key Points:

  1. Key indicators that helps investments succeed
  2. Importance of commitment and passion to business
  3. Major differences of his businesses compared to others

Get in Touch:

  • Accountable Equity - http://accountableequity.com/
  • Renault Winery Resort and Golf https://www.renaultwinery.com/
  • VIVÂMEE Hospitality - https://www.vivamee.com/
  • Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
  • Pancham Gupta Email - p@thegoldcollarinvestor.com

Books:

  • The Miracle Morning Series Book Series by Hal Elrod - https://www.amazon.com/gp/bookseries/B01ILUVCF2/ref=dp_st_0979019710
  • Don't Quit: Stories of Persistence, Courage and Faith by Kyle Wilson - https://www.amazon.com/Dont-Quit-Stories-Persistence-Courage/dp/0998312584

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"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. So, let’s get to today’s tip:

Formal Education vs Self-education

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In today’s show, Pancham interviews Bob Burg. Bob is a sales expert, sought-after speaker of sales on leadership conferences, and a co-author of the international bestselling book The Go-Giver.

Bob started from the bottom as he self-taught himself on sales and marketing. He is committed to inspire the audience on their venture to succeed the “Go-Giver” way. Now, he is one of the 30 Most Influential Leaders by the American Management Association and one of the 200 Top Most Influential Authors in the World by Richtopia.

Today, Bob will spark our entrepreneurial spirit as he discusses the 5 laws of success, how books became his biggest asset, and the mindset that you need in order to succeed. If you’re interested on doing things the “Go-Giver” way, make sure to give this episode a listen!

Quote

“It tells us we can all learn. We don’t have to just accept where we are as the final place, not at all. There’s so many great information out there."

Timestamped Shownotes:

  • 2:23 – Pancham welcomes Bob to the show
  • 3:04 – Bob shares his background information
  • 6:01 – How reading books helped with his personal growth
  • 10:00 – Overview on the 5 laws of success
  • 14:59 – How a “Go-Giver” declines an offer
  • 21:57 – How his business adjusted to the pandemic
  • 24:35 – Taking the Leap Round
  • 24:35 – One book that had the most impact on his life
  • 27:49 – His projects that helped him step out of his comfort zone
  • 28:25 – How he is giving to the community
  • 31:52 – Bob’s contact information

3 Key Points:

  1. Importance of both motivation and information
  2. Key indicator on how to say “no”
  3. The value of learning from one another

Get in Touch:

  • Bob Burg Website - https://burg.com/
  • Bob Burg Facebook - https://web.facebook.com/burgbob?_rdc=1&_rdr
  • Bob Burg LinkedIn - https://www.linkedin.com/in/bobburg/
  • Free Mini Course: Selling the Go-Giver Way - https://thegogiver.com/selling/
  • Gold Collar Investor Banking - https://thegoldcollarinvestor.com/banking/
  • First 5 people who would email Pancha Gupta would get a free copy of the Bob Burg’s The Go-Giver: p@thegoldcollarinvestor.com

Books:

  • The Secret of Selling Anything: A road map to success for the salesman… who is not aggressive, who is not a “smooth talker,” and who is not an extrovert by Harry Browne - https://www.amazon.com/Secret-Selling-Anything-Harry-Browne-ebook/dp/B00M19W20Y
  • The Go-Giver, Expanded Edition: A Little Story About a Powerful Business Idea (Go-Giver, Book 1) by Bob Burg and John David Mann - https://www.amazon.com/Go-Giver-Expanded-Little-Powerful-Business/dp/1591848288/?tag=burgcomm-20

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"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. So, let’s get to today’s tip:

Fear of failure

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Our guest is a well-known motivational speaker and founder of the Boron Capital. He is also the author of the best-selling book “The Solomon Way.” The book has helped countless people achieve the financial independence they have been looking for and more.

In this episode, Blake Templeton shared how he used a thousand-year-old strategy King Solomon has used to accumulate massive wealth. The principle still rings true today despite the pandemic that has hindered million-dollar industries from thriving.

If you want to know how to accumulate financial freedom and wealth and discover your God-driven purpose, this episode is for you!

Quote

"Nothing did well when all your money was built on the past or built on an abstract future."

Timestamped Shownotes:

  • 01:23 - Introduction
  • 02:45 - How he got into the business
  • 07:12 - High-reward low-risk guarantee
  • 09:26 - All about 3D Investment
  • 10:13 - Changes in the time of COVID-19
  • 21:56 - On changing his strategy
  • 25:17 - How he leaned outside Wall Street
  • 26:43 - Fears outside Wall Street
  • 27:55 - Investment that didn’t work
  • 30:37 - Advice to aspiring investors
  • 36:19 - How to get a copy of his book

3 Key Points:

  1. Knowledge alone is not enough to build a sustainable source of wealth -asking God for wisdom is just as vital.

  2. Acquiring wealth for oneself is not what makes it meaningful because it is meant to be shared.

  3. Utilize a strategy that eliminates as many risks as possible to guarantee incoming cash flow.

Get in Touch

  • Blake Templeton's Website
  • Blake Templeton's Number - 31996

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"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. So, let’s get to today’s tip:

Power of goal settings.

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In today’s show, Pancham interviews Bruce Woullet, the founder and visionary of Bakerson, a company that offers unique investment opportunities for unique investors.

Bruce has tried different ventures and realized real estate is his real passion. He has committed to real estate since then. In his first year and a half, he was introduced to deal partnering, cash flow, private financing, and forced equity.

In this episode, Bruce shared why he decided to transition to doing multi-family, what his goals are for the company, and how the pandemic has affected his business. You’ll surely learn a lot of real estate wisdom and insights in this episode so don’t forget to tune in!

Quote

“That’s where we’re going with this perpetual concept. We’re keeping it long-term because if we take care of those residences, they take care of the property. The property could take care of those sponsors and the investors.”

Timestamped Shownotes

  • 01:42 – Pancham introduces Bruce to the show
  • 02:39 – Bruce compliments Pancham’s show
  • 03:40 – Why Bruce changed his strategy and decided to do multi-families
  • 05:07 – His mindset when he decided to do multi-families
  • 06:36 – His business focus right now and his goals for the company
  • 09:29 – The challenges he faced running a multi-family real estate business, how he resolved them, and the different metrics they look at
  • 13:13 – How the pandemic has affected his business and the adjustments he made
  • 16:24 – Difference between single-family and multi-family in terms of investing
  • 21:01 – His morning routine
  • 23:36 – The first time he invested outside Wall Street
  • 24:10 – The first time he invested in real estate
  • 24:20 – Fears he overcame when he first invested outside Wall Street
  • 25:18 – One investment that did not go as expected
  • 27:07 – One piece of advice he would give to someone who wants to invest in the Main Street
  • 27:52 – His contact information

3 Key Points

  1. Understanding the concept of multi-family real estate investing
  2. Differences between single-family homes and multi-family homes
  3. Impact of the pandemic to his real estate businesses

Get in Touch

  • Bruce Woullet's Website
  • Bruce Woullet's Email
  • Bruce Woullet's Contact Number - (520) 808-9111
  • Gold Collar Investor Banking

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Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. So, let’s get to today’s tip:

"We must all suffer from one of two pains: the pain of discipline or the pain of regret."

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In today’s show, Pancham interviews Tyler Chesser. Tyler is a successful real estate entrepreneur and a personal growth leader. He is a co-founder of CF Capital and the creator and host of Elevate Podcast.

A seeker of wisdom and knowledge, Tyler discusses on today’s show on how there are no borders to success when you combine effective real-estate investing and continuous personal improvement.

Additionally, he shared his personal stories that could help the audience be inspired to take a leap in business. If you felt the need to take the next big step but not sure how, this show is definitely for you!

Tune in to this show and enjoy!

Quote

“When you shift and you’re investing more mainstream, you’ve got to surround yourself with the right people. And I think, also, you got to be humble. One of the things is that I was not humble enough. I didn’t want people to know how little I knew so I wasn’t willing to ask the questions that I vitally needed to ask. So I would say when you’re starting, know your humility and be willing to ask questions.”

Timestamped Shownotes

  • 3:43 – Pancham welcomes Tyler to the show
  • 4:20 – Tyler’s background information
  • 4:55 – How did Tyler took the leap into real estate?
  • 8:15 – When did Tyler feel the need to switch gears to real estate and do something different?
  • 11:39 – How did Tyler seek guidance on real estate?
  • 13:29 – As his businesses are rising, where does Tyler focus his businesses now?
  • 15:48 – How did the pandemic changed Tyler’s strategy? What did he change?
  • 21:07 – Why did Tyler started the Elevate Podcast? What was the thought process behind it?
  • 23:42 – What is the Elevate Podcast all about?
  • 25:00 – What is Tyler’s routine and how has it attributed to his success?
  • 30:48 – Taking the Leap Round
  • 30:48 – When was the first time Tyler invested outside the Wall Street?
  • 31:32 – What fears did Tyler have to overcome when he first invested outside the Wall Street?
  • 32:16 – Can you share one investment that did not go as expected?
  • 34:30 – What is one piece of advice you would give to someone who is investing in the Main Street?
  • 36:45 – Tyler shares his contact information

3 Key Points

  1. Understanding what real-estate investing really is
  2. Why you should surround yourself with the right people
  3. Importance on the balance between personal growth and real-estate investing

Get in Touch:

  • Gold Collar Investor Banking
  • Elevate Podcast
  • CF Capital Website
  • Tyler Chesser Website

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Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.”

So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. So, let’s get to today’s tip:

"Never start your day until its finished on paper"

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Today, we bring to you a very special 50th show of The Gold Collar Collar Investor podcast.

In today’s show, Pancham is joined by his son, nice years old, Ivan Gupta. Pancham gifted Ivan, Irwin Schiff’s book, The Kingdom of Moltz. This book explains the relationship between taxes, inflation, and money in super-simple terms…and with some clever illustrations. So much so that even nice-year-old Ivan was able to grasp these concepts with ease.

Tune in to this delightful and very special show now! Enjoy!

Timestamped Shownotes: * 00:43 – A special thanks to our listeners from our main man, Pancham! * 01:44 – What is the “Kingdom of Moltz” by Irwin Schiff about? * 03:39 – Pancham reads and explains this short book in simple terms * 04:30 – Taxes in the Kingdom of M * 06:40 – Igor II, the King of M decided to raise taxes * 08:25 – And then, anticipating a rebellion, decides to rethink * 09:41 – AH-HA moment – Changing the yardstick * 13:49 – Igor II is amazed by America’s financial system * 15:03 – Questioning the intrinsic value of paper currenc * 22:55 – Pancham welcomes his son, Ivan to the show * 23:10 – Cooped up at home due to COVID…a nine-year-old shares his perspective * 23:38 – Having read the book, what did nine-year-old Ivan understand about inflation? * 24:33 – Is the dollar, the unit of measurement, losing its value? * 25:27 – Why did the US government decide to dollar backed by nothing * 26:08 – Can you buy less bread with a dollar now? * 26:59 – Pancham summarizes the entire show; food for thought – is the value of gold going up or the value of dollars going down?

3 Key Points: 1. Discussion on Irwin Schiff’s, “Kingdom of Moltz” 2. Understanding the many quirks of America’s financial system 3. The negative fallout of printing more money

Get in Touch:

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page
  • Show 16 - Federal Reserve by G Edward Griffin
  • Show 31 - Understand & Invest in Gold and Silver

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For more details visit: www.TheGoldCollarInvestor.com/show49

In today’s show, Pancham interviews Chris Prefontaine, Founder, and CEO, Smart Real Estate Coach. Chris is a 3-time best-selling author whose expertise lies in purchasing real estate “On Terms”.

So, what does it mean to buy a property “On Terms”? How has the ongoing pandemic made this investing strategy an even more attractive proposition? Chris explains in simple terms.

Additionally, he regales audiences with some investing stories and shares some of the biggest takeaways that he has learned over his real estate career spanning three decades.

Enjoy!

Timestamped Shownotes: * 00:50 – Chris’s background information * 02:00 – How did Chris get into real estate? * 03:06 – Chris’s first real estate deal back in 1991 * 03:48 – How can you buy a property “on TERMS”? Chris explains… * 07:00 – Does the seller have to vacate immediately once a deal is struck? * 07:55 – How does financing work when you are buying “on TERMS”? How can an investor earn a profit? * 09:12 – Typically, how long does Chris hold on to a property after buying it on TERMS? * 09:49 – Can you adopt a passive approach if you are investing “on TERMS”? * 11:20 – What was the ONE thing that Chris learned from the 2008 crisis? * 14:25 – How has COVID impacted Chris’s business? * 16:03 – Does Chris have interests in both single-family and multi-family investing?

  • 18:52 – Taking the Leap Round

  • 18:52 – When was the first time Chris invested outside Wall Street?

  • 19:32 – What fears did Chris have to overcome when he first invested outside Wall Street?
  • 20:13 – Can you share one investment that did not go as expected?
  • 21:59 – What is one piece of advice Chris would give to someone who is investing in Main Street?
  • 23:05 – Chris shares his contact information

3 Key Points: 1. Buying a property “On Terms” – what does it mean? 2. Financing arrangement for an “On Terms” property 3. Impact of COVID on the “On Terms” market

Get in Touch:

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page
  • Smart Real Estate Coach

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In today’s show, Pancham interviews Madhavi Nade Jain, Founder, Think Outside The Stocks.

Five years back, serious health challenges forced Madhavi to quit her demanding corporate job at Deloitte – to get into financial consultancy. Specifically, Madhavi helps people invest and earn good returns in real estate.

In today’s show, Madhavi shares her big WHY – her main inspiration behind forming her company, Think Outside The Stocks. She goes on to share some investing nuggets that are guaranteed to help both novice and experienced investors.

Tune in to this inspiring show now!

Enjoy!

Timestamped Shownotes: * 01:11 – Madhavi’s background information * 02:13 – Why did Madhavi quit her cushy job at Deloitte? * 04:55 – How a strong mindset is helping Madhavi cope up with her serious health challenges * 06:53 – Madhavi shares her investment philosophy * 09:13 – How a structured morning routine helps Madhavi set the tone for the day * 10:13 – How to model your investing strategy on highly successful people * 11:25 – Madhavi shares her inspiration for her company, “Think Outside The Stocks” * 15:53 – How has COVID impacted our professional life? * 16:24 – Simple strategies to lead a more fulfilling, more productive life * 19:27 – Madhavi’s ideal client avatar * 21:14 - Taking the Lead Round * 21:14 – When was the first time Madhavi invested outside the Wall Street? * 21:52 – What fears did Madhavi have to overcome when he first invested outside the Wall Street? * 22:47 – Can you share one investment that did not go as expected? * 24:12 – What is one piece of advice you would give to someone who is investing in the Main Street? * 26:56 – Madhavi shares her contact information * 29:00 – Get access to Madhavi’ online financial courses for FREE

3 Key Points: 1. How real estate can help you enjoy a better work-life balance 2. Advantages of real estate investing over stock market investing 3. How to model your investing strategy on highly successful people

Get in Touch:

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page
  • The Gold Collar Investor Show 5
  • Think Outside The Stocks

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In today’s show, Pancham interviews Deferred Sales Trust Expert, Brett Swarts. Brett is the founder of Capital Gains Tax Solutions.

Real estate investors have to pay out an extremely high capital gains tax when they sell a property. In this show, Brett explains how a Deferred Sales Trust or a DST can help you defer your taxes, thus allowing you the opportunity to create and preserve more wealth.

We reveal some of the biggest drawbacks of a 1031 exchange, and reveal why are you are better off using a DST. Some of the topics discussed in today’s show include when and how to create a DST, cost of creating and managing a DST, and the kind of returns that you can generate using a DST.

Tune in for some great nuggets!

Timestamped Shownotes: * 02:50 – Brett shares his background information * 07:39 – Are the rules of a 1031 exchange applicable to a business as well? * 08:08 – How Section 121 Exclusion can help you save your tax dollars if you have capital gains from a high-end primary home * 09:44 – Different restrictions in a 1031 exchange * 10:00 – The biggest drawback of a 1031 exchange – Sell high, Buy higher * 11:30 – Handling depreciation in a 1031 exchange and saving your tax dollars using a DST * 13:03 – Do you need to keep the proceeds of the sale with the 1031 intermediary? * 14:14 – How to use a CRT (Charitable Remainder Trust) for saving your tax dollars * 15:49 – How does a Delaware Statutory trust work? * 18:34 – History of IRC 453 * 19:30 – How to save capital gains by selling your real estate property to a DST and then to the buyers * 21:55 – Who decides the notes or the terms for the DST? * 23:50 – Can you use the funds parked in your DST, and make fresh investments? * 26:28 – Who is managing the funds parked in a DST? On a broad level, what is the investment strategy? * 29:24 – How hedging helps protect asset value in case of black swam events * 34:09 – When is the right time to create a DST? * 36:41 – What is the cost of creating and managing a DST? * 37:56 – What sort of returns can you expect from a DST? * 39:03 – Can ultra-high networth individuals get rid of estate tax by creating a DST? * 42:34 - Taking the Lead Round * 42:34 – When was the first time Brett invested outside the Wall Street? * 43:17 – What fears did Brett have to overcome when he first invested outside the Wall Street? * 44:17 – Can you share one investment that did not go as expected? * 45:10 – What is one piece of advice you would give to someone who is investing in the Main Street? * 47:02 – Brett shares his contact information

3 Key Points: 1. Different restrictions of a 1031 exchange that you need to be aware of 2. How and when to create a DST (Deferred Sales Trust) 3. Savings and returns that you can generate by creating a DST

Get in Touch:

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page
  • Get in touch with Brad!

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For more details visit: www.TheGoldCollarInvestor.com/show46

In today’s show, Pancham interviews Tim Hubbard. Tim is the CEO and Founder of Midtown Stays, a short-term rental accommodation company which has successfully accommodated more than 10,000 guests across the world. Tim has also co-authored the Amazon best-seller, Resilience.

Today, Tim gives us a “peek” into the short-term rental business. Tim shares his business philosophy, and reveals why short-term rentals are here to stay. You will also learn how Tim is living his dream life as he manages his business remotely from beautiful Medellin, Columbia.

We wrap up this show with our Taking the Leap round. If you are a new or aspiring real estate investor, you will find this segment of the show particularly interesting.

We hope you enjoy this show!

Timestamped Shownotes: * 01:56 – Pancham welcomes Tim to the show * 05:35 – How did Tim get into the short-term rental business? * 07:42 – What exactly is a short-term rental? Tim explains in simple terms * 10:17 – How does Tim manage his real estate business remotely from Colombia? * 14:00 – How does Tim find a profitable short-term rental? Is managing a short-term rental a bigger challenge? * 19:42 – How does Tim furnish a short-term rental? Is renting out furniture a feasible option? * 22:02 – Compared to a traditional rental, can you charge significantly more for a short-term rental? * 25:45 – Has the pandemic affected Tim’s business? * 32:44 - Taking the Lead Round * 32:44 – When was the first time Tim invested outside the Wall Street? * 33:30 – What fears did Tim have to overcome when he first invested outside the Wall Street? * 34:22 – Can you share one investment that did not go as expected? * 37:11 – What is one piece of advice you would give to someone who is investing in the Main Street? * 37:48 – Tim shares his contact information

3 Key Points: 1. Understanding the basics and economics of the short-term rental business 2. How to remotely manage a real estate investing business 3. Impact of COVID-19 on the rental industry (particularly short-term rentals)

Get in Touch:

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page
  • Rest Methods
  • Download free report on top 6 reasons to invest outside of wall-street: www.TheGoldCollarInvestor.com/download

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For more details visit: www.TheGoldCollarInvestor.com/show45

Download free report on top 6 reasons to invest outside of wall-street: www.TheGoldCollarInvestor.com/download

Summary:In today’s show, Pancham interviews cost segregation expert, Chris Wetherall. Cost segregation can help you save your tax-dollars thus making real estate investing an incredibly lucrative proposition. There are many nuances to this accounting practice that need to be thoroughly understood so that you do not get into trouble with the IRS.

How can you do an accurate cost segregation so that none of your deductions are disallowed? How fast can you depreciate a property? Is it possible for you to claim deductions that your CPA missed out in previous years? How do bonuses help you save your tax dollars?

For all this and much more, do not miss this special show where Chris shares some extremely nuanced information.

Enjoy!

Timestamped Shownotes: * 01:00 – What makes real estate an IDEAL investment? * 02:02 – Pancham welcomes Chris to the show and shares his background information * 03:13 – How did Chris learn the ropes of real estate and cost segregation? * 06:50 – How fast can you depreciate a property? Chris explains the three-time scales, and reveals which properties fall under each one * 09:44 – How your end use determines your deductions and tax savings * 10:58 – Why is IRS giving real estate owners the option to use cost segregation to save their tax dollars? * 12:08 – Do the various incentives make real estate the best possible investment? * 13:40 – Real Estate – the backbone of the economy * 17:11 – Why meticulous documentation is critical for a proper cost segregation * 18:23 – Benefits of a fully engineered and fully accounted cost segregation study * 21:06 – When is the right time to contact Chris and commission a cost commission study? * 22:17 – Considering the deduction and tax savings, is it more beneficial to develop a barren piece of land? * 28:47 – How can bonuses help you save your tax dollars? * 30:15 – Can you use deductions that your CPA missed in previous accounting years? Is it possible to get refund checks? * 33:05 – If you are installing a new roof, what is the amount of yearly deduction that you can claim? What is the amount of tax that you can save every year? * 40:13 – Is the depreciation schedule reset every time the title changes hands? * 47:02 – Is it costly to maintain documentation to a keep a track of your accounts? * 48:37 – Have you diversified your investments and allocated an adequate percentage to real estate? * 51:32 - Taking the Lead Round * 51:32 – When was the first time Chris invested outside the Wall Street? * 53:58 – What fears did Chris have to overcome when he first invested outside the Wall Street? * 54:55 – Can you share one investment that did not go as expected? * 56:55 – What is one piece of advice you would give to someone who is investing in the Main Street? * 59:08 – Chris shares his contact information

3 Key Points: 1. How fast can you depreciate a property? 2. How can cost segregation help you save your tax dollars 3. Can you claim refunds for deductions that you missed out in previous accounting years?

Get in Touch:

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page
  • Chris’s Email
  • Call Chis at 865-220-9002

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Summary: In today’s show, Pancham interviews Mauricio Rauld, Founder and CEO of Premier Law Group.

As a syndication attorney, Mauricio helps syndicators understand the nitty-gritty of real estate investing. Or, as Mauricio puts it,” stops them from going to jail”.

You will learn the difference between a private offering and the ubiquitous IPO. Mauricio then explains the difference between 506 B and the lesser-known 506 C exemption. What are some of the reasons why most syndicators choose to operate under a 506 B exemption?

If you are a passive investor thinking of investing in a syndication, then this show will be of particular interest to you. Mauricio has some great pointers on how to conduct a due diligence so that you can protect your hard-earned money.

We hope you enjoy this show!

Timestamped Shownotes: * 02:13 – Understanding the basics – how do private investments work? * 03:10 – Mauricio’s background information * 04:20 – As a syndication attorney, how does Mauricio help real estate investors? * 05:10 – Private Offering vs. IPO – Mauricio explains the difference in simple terms * 07:08 – Mauricio shares his typical client avatar * 09:43 – What is a Regulation D exemption? * 12:35 – What is the difference between 506 B and 506 C exemption? What are some benefits of 506 B over 506 C exemption? * 15:30 – Which exemption do crowd-funding platforms like Realty Mogul operate under? * 16:28 – What are some benefits of 506 C exemption? * 18:00 – As a passive investor, should you avoid investing alongside non-accredited investors? * 18:43 – What is the ONE thing that you should consider in your due diligence process? * 19:43 – What is a private placement memorandum? Should you insist that your sponsor furnish a PPM before you park your hard-earned money in a deal? * 23:30 – As a passive investor, is your liability restricted? Can you be sued in case of any untoward instances? * 30:21 - Taking the Lead Round * 30:32 – When was the first time Mauricio invested outside the Wall Street? * 31:20 – What fears did Mauricio have to overcome when he first invested outside the Wall Street? * 32:07 – Can you share one investment that did not go as expected? * 34:07 – What is one piece of advice you would give to someone who is investing in the Main Street? * 31:01 – Mauricio shares his contact information

3 Key Points: 1. Private Offering vs. IPO – understanding the difference in simple terms 2. How to conduct a thorough due diligence before investing your hard-earned money 3. 506 B vs. 506 C exemption – Understanding the difference

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For more details visit: www.TheGoldCollarInvestor.com/show43

Jeremy Roll has been living off his passive investments since 2007 when he quit his full time job. Jeremy is the President of Roll Investment Group.

Jeremy started investing in real estate back in 2002. In 2007, he quit his W-2 job to get full-time into real estate investing. Today, Jeremy manages real estate properties worth a billion dollars. So, how did Jeremy do it and how can you do it

This show will be particularly interesting to those who are looking for alternative choices to their day jobs and wish to get into entrepreneurship. You will learn how you can manage real estate properties in a hands-off manner. We also reveal the returns that you can expect to earn from real estate. Towards the end, we speculate how the current COVID-19 situation will impact different real estate asset classes.

We hope you enjoy this show!

Timestamped Shownotes: * 00:44 – Can you grow your passive income by investing in a real estate syndication? * 02:05 – Pancham welcomes Jeremy to the show * 02:35 – From a middle-level corporate manager to owning $1 billion in real estate – how did Jeremy do it? * 05:13 – Jeremy shares some interesting information about his non-profit which is designed to help investors * 07:40 – Was it difficult for Jeremy to start his business in 2007 at the peak of the recession? * 09:37 – Which asset classes does Jeremy prefer to invest in? * 11:50 – Jeremey shares how he managed to earn a 50% return by renting out real estate to data centers * 14:11 – How many operators has Jeremey worked with over the years? * 14:47 – How does Jeremy vet operators? * 16:16 – How to analyze numbers and discover good investment opportunities in real estate * 20:46 – What kind of annual returns does Jeremy earn? * 23:02 – Post-COVID-19, what kind of returns can you earn from real estate? * 24:22 – Things new investors should consider before investing in real estate * 26:50 – Will COVID-19 result in an immediate drop in real estate prices?

  • 30:43 - Taking the Lead Round
    • 30:43 – When was the first time Jeremy invested outside the Wall Street?
    • 31:46 – What fears did Jeremy have to overcome when he first invested outside the Wall Street?
    • 32:52 – Can you share one investment that did not go as expected?
    • 40:26 – What is one piece of advice you would give to people who are investing outside of the Wall Street?
    • 41:50 – Tom shares his contact information

3 Key Points: 1. How to manage a real estate property in a hands – off manner? 2. What kind of returns can you expect to earn from real estate? 3. What impact will COVID-19 have on real estate investing?

Get in Touch:

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page
  • Jeremy’s Email

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Summary

Our guest today is Swapnil Agarwal, Chief Executive Officer, Nitya Capital and Karya Capital Management. As of today, Swapnil’s companies manage assets of more than $2 billion, employ 1000+ people, and provide housing to more than 20,000 families. He has been awarded Houston Business Journal 2019 most admired CEO award and he was named as 2017 NY Entrepreneur of the year.

Swapnil’s incredible success story has humble beginnings. He is a first-generation immigrant from India. Worked in corporate America for over a decade and left the business class travel and high offices to start his own company.

You will learn about various topics like entrepreneur’s mindset, managing deep value add properties, impact of COVID-19 on the real estate market, tips for scaling up a real estate business and much, much more.

For more details visit: www.TheGoldCollarInvestor.com/show42

Timestamps

  • 01:24 – Swapnil shares his background information
  • 03:36 – How did Swapnil get into real estate investing?
  • 05:45 – Swapnil shares his business philosophy
  • 08:18 – Have you set yourself up for success?
  • 09:10 – Was it really difficult for Swapnil to manage a D – property?
  • 11:25 – How hands-on property management helped Swapnil learn the ropes of the business?
  • 12:50 – Why do 99.99% of people fail to start a business?
  • 13:36 – How did Swapnil deal with skepticism when he was just starting out?
  • 16:04 – How has Swapnil managed to scale up his business so quickly? He shares his success mantra
  • 20:12 – What steps has Swapnil taken to deal with the aftermath of COVID-19?
  • 22:52 – Learn how Karya KARES is enriching the lives of the less privileged across the world
  • 26:28 – Taking the Leap Round
  • 26:38 – When was the first time Swapnil invested outside Wall Street?
  • 27:00 – What fears did Swapnil have to overcome when he first invested outside Wall Street?
  • 28:00 – What was one investment that did not go as expected?
  • 29:44 – What is one piece of advice you would give to people who are thinking of investing in the Main Street?
  • 30:51 – Swapnil shares his contact information

3 Key Points

  1. Impact of COVID-19 on real estate investing
  2. Expert tips for scaling up a real estate business
  3. The challenges of managing deep value add properties

Resources

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page
  • Nitya Capital
  • Karya Kares

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Pancham and Rajan answer some interesting questions asked by podcast listeners about real estate investing. Specifically, we talk about the impact of COVID-19 on the multifamily industry as a whole and what is their strategy going forward.

Timestamps

  • 00:54 - Pancham welcomes Rajan to the show
  • 01:32 - What is the forecast for multi-family investing in 2020 and beyond?
  • 04:22 - Can we expect multifamily investing to take a hit once stimulus money stops rolling in?
  • 06:35 - Rajan shares his investing strategy in the post-COVID era
  • 08:37 - Understanding Class B and Class C in simple terms
  • 11:27 - With tourism taking a huge hit, will real estate prices in Orlando see downward movement as well?

3 Key Points

  1. Impact of COVID-19 on multi-family investing
  2. Will the financial stimulus succeed in stabilizing the real estate industry?
  3. How to factor in additional risk and arrive at reasonable real estate valuations in the wake of the pandemic

Resources

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page

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For more details visit: www.TheGoldCollarInvestor.com/show40

In today’s show, Pancham interviews Dave Zook, Investment Strategist and Founder, The Real Asset Investor.

Have you wondered how the ATM investing business works? Contrary to the popular notion, ATM’s are not owned by banks. Rather, it is private equity that owns and deploy these ATM’s. So, what is the business model for this ATM investing business? Is this a particularly attractive investment opportunity for high-earning W-2 employees who wish to save on their tax dollars?

We hope you enjoy this show!

Timestamped Shownotes: * 00:44 – Agenda for today’s show * 02:34 – Dave’s background information * 03:42 – Did Dave always possess an entrepreneurial streak? * 04:55 – Dave shares how he got into real estate investing to save his tax dollars * 06:22 – Dave’s first syndication deal * 07:12 – Can you invest in ATM machines? What is the business model? What sort of returns can you earn by investing in ATM machines? * 12:23 – How blended performance results in stable investor returns * 13:56 – What are the different streams of revenues for an ATM machine? * 17:10 – How investing in ATM machines can help you save your tax dollars * 17:48 – Typically, what sort of return can a high-earning W-2 employee generate? * 18:47 – Dave shares details about his two investment funds * 20:46 – Is there any difference in the quality of the machine? Is the machine quality better in premium locations? * 22:43 – What has been the impact of COVID-19 on this business? * 24:20 – Is the store responsible for cleaning the ATM machine? * 26:56 - Taking the Lead Round * 27:14 – When was the first time Dave invested outside Wall Street? * 27:46 – What fears did Dave have to overcome when he first invested outside Wall Street? * 28:27 – Can you share one investment that did not go as expected? * 31:01 – Dave shares his contact information

3 Key Points: 1. Understanding the basics of the ATM investing business 2. What sort of returns can you earn by investing in ATM’s? 3. How investing in ATM machines can help you save your tax dollars

Get in Touch:

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page
  • Dave’s Email
  • The Real Asset Investor

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In today’s show, Pancham interviews surgeon turned investor, Dr. Tom Burns.

Do you know what the term “Butterfly effect'' means? There is a complicated definition of this but here is a simplified version of it. Butterfly effect means that a small change can make much bigger changes happen; one small incident can have a big impact on the future. The term “butterfly effect” comes from an analogy where a butterfly flaps its wings in Chicago and a tornado occurs in Tokyo.There is a famous movie named “Butterfly Effect” that is based on this concept.

Anyway, why am I talking about the butterfly effect? The reason is that there are these small events that happen in your life that can have a major impact on your future. Sometimes you do not realize the impact at that moment in time but it is only years later when you look back, you can actually connect the dots. Do you have any such events that have altered the course of your life?

Well, I am super excited to have Dr Tom Burns who will share with us his butterfly effect story.

Tom is an entrepreneur and an orthopedic surgeon in Austin, Texas. He is currently a physician for the United States Ski Team and travels worldwide with them. He has over 20 years of real estate experience involving acquisition, development, and management of traditional multifamily, student housing, office projects and manufactured housing. In addition to co-founding and managing a free-standing full-service hospital, he has owned and developed property locally and internationally and has participated in the acquisition and development of over $250 million of real estate.

Tom has been financially independent for a decade. His mission is to help physicians create financial independence so, like him, they can enjoy medicine with the passion.

To learn more about Tom’s story, and much more, tune in to our latest show now…

Timestamped Shownotes: * 00:38 – Understanding the “butterfly effect” in simple terms * 01:57 – Tom’s background information * 03:18 – From being a surgeon to real estate investor ; how a yearning for a better work-life balance inspired Tom to make the transition * 08:08 – Tom shares how he ended up buying the first 1,000 books of Rich Dad, Poor Dad! * 14:30 – How did Tom manage to set up his real estate business while * 16:10 – Tom shares how he bought his first student housing property for no money down * 18:41 – What is Tom’s work schedule like right now? * 19:53 – How has COVID-19 affected Tom’s business? Tom shares how he has planning for a recession for 3 years now

  • 24:24 - Taking the Lead Round

  • 23:33 – When was the first time Tom invested outside the Wall Street?

  • 24:30 – What fears did Tom have to overcome when he first invested outside the Wall Street?
  • 25:58 – Can you expect one investment that did not go as expected?
  • 27:50 – What is one piece of advice you would give to people who are investing outside of the Wall Street?
  • 29:50 – Tom shares some interesting details about his forthcoming doctors, “Why doctors don’t get rich”
  • 32:16 – Tom shares his contact information

3 Key Points: 1. The many pitfalls of a high-paying career 2. How Rich Dad, Poor Dad changed my perspective towards life 3. How to kickstart your real estate business while working a your W-2 job

Get in Touch:

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page
  • Tom’s Email
  • Receive a FREE gift from Dr. Burns

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In today’s show, Pancham interviews Sam Wilson, Founder and CEO, Parking Your Investments.

The parking lot industry is an interesting alternative investment opportunity that can earn you stable returns. But there are many red flags to watch out for and a lot to learn before investing.

Sam reveals how he finds parking lots with good investment potential, conducts due diligence, and then streamlines operations. We also discuss how the current COVID crisis has impacted this niche industry.

We hope you enjoy this show!

Timestamped Shownotes: * 02:19 – Sam shares his background information * 03:15 – Why did Sam transition from single-family investing to investing in parking lots? * 04:50 – How did Sam learn the ropes of the parking lot business? * 06:20 – How do you find a good parking lot to invest in? * 07:05 – Due diligence process for evaluating a parking lot * 07:45 – How to find and hire operators to manage your parking lot investment * 08:28 – How do you value a parking lot? What is a typical cap rate? What is a kind of returns can you expect to earn? * 10:22 – Typical agreement that a parking lot owner makes with the operator * 13:30 – What are some ideal locations for parking lots to invest in? * 15:39 – Can parking lots be slotted into different categories? * 17:25 – Are banks willing to finance parking lots? * 19:00 – How has COVID-19 affected the parking lot industry?

  • 24:04 - Taking the Lead Round

  • 24:16 – When was the first time Sam invested outside the Wall Street?

  • 25:38 – What fears did Sam have to overcome when he first invested outside the Wall Street?
  • 26:55 – Can you expect one investment that did not go as expected?
  • 28:32 – What is one piece of advice you would give to people who are investing outside of the Wall Street?
  • 30:09 – Sam shares his contact information

3 Key Points: 1. How to conduct due diligence when investing in a parking lot 2. How to strike an agreement with the operator to manage your parking lot 3. Typical returns that you can expect to earn from investing in parking lots

Get in Touch:

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page
  • Sam’s Email
  • Sam’s Website

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Summary: In today’s show, Pancham interviews Damion Lupo, Founder and CEO, Total Financial Control. Damion shares some little-known details about the newly announced CARES Act that are guaranteed to help out W-2 investors.

Especially, you will learn how you can unlock your 401K funds (without paying penalties), take out additional loans, get leeway on interest payments and carry back losses to get tax refunds.

We hope you enjoy this show!

Timestamped Shownotes: * 01:31 - Pancham welcomes Damion to the show * 02:34 - Damion shares his background information * 04:00 - How to unlock funds in your 401K fund courtesy the recently announced CARES Act * 05:32 - Will you have to pay taxes on your unlocked 401K funds? What about penalties? And are there any restrictions on where you can invest these unlocked funds? * 08:08 - How the CARES Act allows you to take out an additional loan against your 401K; do you get any leeway on interest payments? * 10:07 - Damion shares how you are now allowed to carry back your net operating loss * 11:47 - What are the benefits of an eQRP? * 13:25 - Do you need a financial planning team to avail these new benefits? * 14:18 - How to plan your investments in the wake of COVID-19

  • 17:36 - Taking the Lead Round

  • 17:52 - The Gold Collar Investor Recommends: Damion shares his favorite book

3 Key Points: 1. How to unlock 401K funds (without paying any extra penalties) 2. How to take out additional loans against your 401K and get leeway on interest payments 3. Carrying back net operating losses from your real estate business and getting tax refunds

Get in Touch:

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page
  • The Gold Collar Investor Show 12
  • QRP book by Damion Lupo
  • Mastery: The Keys to Success and Long-Term Fulfillment

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In today’s show, Pancham interviews Loe Hornbuckle, co-founder, Goodhorn Capital. Goodhorn Capital specializes in elegant planned care home communities.

The elderly have been the worst impacted due to the virus outbreak. And it is natural for us to be concerned about senior citizens who are currently living in these assisted facilities. In today’s show, you will first get an overview of this fast growing industry. Next, we share the various steps that assisted living facilities can take to keep the virus at bay.

Loe shares his own experience and reveals why the properties under his management have been able to buck the trend as far COVID fatalities are concerned.

If you have elderly parents whom you worried about, this is a show that you cannot afford to miss.

Tune in now!

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In today’s show, Pancham interviews real estate investor & operator Michael Flight.

As the virus has brought all businesses to a grinding halt, the one question on everyone’s mind is – is it really worth investing in retail real estate? Can retail real estate survive the ecommerce juggernaut? And, can you structure your retail real estate investment so that it is not only recession proof but also COVID-proof?

We attempt to answer these pressing questions in today’s show.

Additionally, you will learn about the different categories of retail real estate, red flags to watch out for, and the kinds of returns that you can expect to earn. This show will particularly interest those who are looking for alternatives to Wall Street investing.

We hope you enjoy this show!

Timestamped Shownotes: * 01:00 – Are retail malls a thing of the past? * 01:50 – Pancham welcomes Michael to the show * 02:22 – Why is Michael dead against Wall Street investments? He shares his experience * 04:02 – Michael shares his background information * 05:04 – What are the different categories of retail real estate? * 07:18 – Understanding the difference between a Net Lease, Double Net Lease (NN), and Triple Net Lease (NNN) * 11:42 – Can you, as a retail investor work in a completely hands-off approach? * 12:42 – Can you mitigate risk by passing off all variable expenses to the tenant? * 14:17 – How are the retail malls classified? * 15:31 – Key Success factors for retail real estate investing * 17:42 – Red flags to watch out for * 19:05 – Will certain businesses/tenants tarnish the appeal of your property? * 21:27 – What kind of returns can you expect to earn from retail real estate investing? * 24:43 – What is the future of brick and mortar retail considering the recent surge in online sales due to COVID-19? * 31:37 – How is Michael pivoting in light of the recent situation? * 35:40 - Taking the Leap Round * 35:47 - When was the first time you started investing outside of the Wall Street? * 37:05 - Can you share one investment that did not go as expected? * 39:02 - What is one piece of advice that you would give to people who are thinking of investing on the Main Street? * 40:39 – Michael shares his contact information

3 Key Points: 1. Different categories in retail real estate 2. Understanding the difference between a Net Lease, Double Net Lease (NN), and Triple Net Lease (NNN) 3. Key Success factors for retail real estate investing

Get in Touch:

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page
  • Gold Collar Investor Banking
  • Michael’s Email
  • Liberty Fund
  • Concordia Realty

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In today’s show, Pancham interviews Gurwinder Singh, real estate developer and investor from NYC.

Gurwinder, a former Goldman Sachs employee does grounds up development projects in NYC – perhaps the most challenging market in the world. Is it worth doing grounds-up development in NYC inspite of all the challenges? The short answer is yes!

In today’s show, Gurwinder gives listeners a peek into the entire construction process – right from planning to closeout. He explains how he evaluates the feasibility of a project, and then goes on to reveal the kind of returns that investors can earn from these projects.

If you are looking for some good alternatives to Wall Street investing, this show will interest you greatly. Tune in now

Timestamped Shownotes: * 00:53 – How did Pancham meet Gurwinder? * 02:00 – Gurwinder’s background information * 03:00 – How and why did Gurwinder get into real estate investing? * 05:49 – Was it difficult for Gurwinder to transition from software development to real estate? * 07:30 – How does grounds- up development work? Gurwinder gives us a 30,000-foot view * 08:36 – Is there vacant land available in NYC for grounds-up development? * 09:23 – What are air rights? How do air rights affect the feasibility of a project? * 11:22 – Important factors to consider while evaluating project feasibility * 12:12 – Understanding “Floor-Area Ratio” in simple terms * 13:12 – Gurwinder explains how he conducts a “highest and best case use analysis” * 14:12 – What is the purpose of doing a site survey? * 16:45 – Process and Timeframe for preparing site plans and getting them approved * 18:10 – What is typical time-frame to get construction started? * 20:15 – Gurwinder shares how his years of construction experience helps him manage his projects * 21:38 – Considering all the challenges, is it worth investing in a grounds-up development? * 23:31 – Typical financing arrangement for a grounds up real estate development * 24:45 – As a passive investor, what sort of returns can you earn by investing in a grounds-up development? * 27:18 - Taking the Leap Round * 27:18 - When was the first time you invested outside of Wall Street? * 28:07 - What fears did you have to overcome when you first invested outside Wall Street? * 29:03 - What was one investment that did not go as expected? * 30:53 - What is one piece of advice that you would give to people who are thinking of investing in the Main Street? * 32:00 - Gurwinder shares his contact information

3 Key Points: 1. Different challenges of doing grounds-up development in NYC 2. Typical returns that investors earn from a grounds-up development project 3. How to gauge project feasibility for a grounds-up development

Get in Touch:

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page
  • Gurwinder’s email
  • Call 516-721-9778 to get in touch with Gurwinder
  • Idea Builders

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In today’s show, Pancham interview Kathy Fettke, Co-CEO of Real Wealth Network, Host of the Real Wealth Show and author of Retire Rich with Rentals.

Kathy shares with listeners some really interesting information about her investment in an 800-acre retreat in the beautiful country of Costa Rica.

As more and more people flock to large US cities, existing infrastructure is proving to be woefully inadequate. Because of this, high net-worth individuals are desperately looking for alternative lifestyle options. Barely a 4-hour flight from the United States, Costa Rica is well-placed to cater to this growing demand.

So, how can you invest in Kathy’s real estate development? Can you expect to earn good returns? Kathy gives us a peek into the incredible lifestyle that you can enjoy if you own a holiday home at this stunning location. We hope you enjoy this show.

Tune in for some excellent insights!

Timestamped Shownotes: * 01:52 – Kathy's background information * 03:05 – Why did Kathy zero in on Costa Rica as an investment destination? * 05:23 – How did Kathy manage to get the local community on board for their grounds up development? * 05:57 – Kathy shares how the stunning locale and holistic, community living make Costa Rica an ideal retreat destination * 07:13 – Are major US cities running facing a scarcity of essential resources? * 08:03 – What is the price range for investment homes at the Costa Rica retreat? * 09:00 – How can you invest in Kathy’s Costa Rica development? * 09:22 – How a glamping set up is helping generate additional cash flow * 11:28 – How did Kathy fund this property development? * 13:45 – Is there demand for rental homes at the retreat? * 17:28 - Taking the Leap Round * 17:28 - When was the first time you invested outside of Wall Street? * 19:30 - What fears did you have to overcome when you first invested outside Wall Street? * 20:26 - What was one investment that did not go as expected? * 21:48 - What is one piece of advice that you would give to people who are thinking of investing in the Main Street? * 22:50 - Kathy shares her contact information

3 Key Points: 1. How to invest in a Costa Rica retreat 2. How high net-worth Americans are looking for a safe and alternative lifestyle in Costa Rica 3. How to raise rental income by investing in a Costa Rica property

Get in Touch:

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page
  • Kinkara
  • Real Wealth Network
  • Real Wealth Show
  • Retire Rich with Rentals: How to Enjoy Ongoing Cash Flow From Real Estate...So You Don't Have to Work Forever

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In today’s show, Pancham interviews Russell Gray, co-host, The Real Estate Guys Radio Show.

We start this show with Russell giving his views on Wall Street investing. Has the coronavirus pandemic simply highlighted the flaws in our financial system? Will the financial system ever go back to what it was in the Pre-COVID era? Russell shares some interesting insights on this topic.

As the pandemic wreaks havoc in our credit-based financial system, investors need to take a long-hard look at their portfolios and determine the best approach going forward. Russell shares how a low-interest regime can open up some excellent investment opportunities in precious metal and of course, real estate.

If you are worried about your finances due to the ongoing situations, tuning in today’s show will give you some great insights.

Timestamped Shownotes: * 01:34 – Russell’s background information * 02:00 – Why is Russell dead against investing in Wall Street? * 02:55 – How did Russell’s first real estate investment pan out? * 03:28 – Russell’s father loses $12 million (his entire life savings) on the Wall Street in 1987! * 05:22 – How Russell lost his mortgage business due to a Wall Street crash * 07:11 – Financial system vs. Economy – Understanding the difference in simple terms * 10:00 – Will the financial system ever recover from the impact of the coronavirus? * 10:57 – Are there any business opportunities that have sprung up due to the current situation? * 13:35 – Understanding the nuances of a credit-based financial system * 15:29 – Russell shares how zero passive income wiped him out * 17:22 – What is the fallout a low-interest rate regime? * 18:11 – Do gold and silver prices follow similar price trends? * 20:09 – The Gold Collar Investor Book Recommendation: The Creature From Jekyll Island * 21:45 – Russell questions the traditional approach of investing in stocks, bonds and cash; he explain real estate is your best option * 24:00 – How leveraging can help you generate excellent returns in real estate * 26:28 – Can you generate passive income from real estate? * 29:46 – How can you protect your net-worth in the wake of the coronavirus? * 30:55 – Is it worth investing in silver right now? * 34:00 – Should you get loans and take advantage of low interest rates? * 35:20 – Importance of understanding the difference between a failing asset and distressed assets * 39:46 - Taking the Leap Round * 39:46 - When was the first time you invested outside of Wall Street? * 41:32 - What fears did you have to overcome when you first invested outside Wall Street? * 43:02 - What was one investment that did not go as expected? * 46:03 - What is one piece of advice that you would give to people who are thinking of investing in the Main Street? * 48:42 - Russell shares his contact information

3 Key Points: 1. Financial system vs. Economy – Understanding the difference in simple terms 2. How to spot business and investment opportunities in the wake of the coronavirus 3. Why the traditional approach of investing in stocks, bonds and cash is a flawed one

Get in Touch:

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page
  • Real Estate Guys Radio Show

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In today's show, Pancham interviews Dana Samuleson, President, American Gold Exchange, Inc.

This show starts with Dana sharing a brief history of gold investing. Gold has been highly valued since ancient times. Right from the times of the kings and queens to the Great Depression to the World Wars, we share how these Black Swan events change the way we invest in gold.

Next, Dana discusses the current economic situation and its impact on gold investing. Topics discussed include inflation, effect of printing more currency, the ballooning national debt and much, much more.

You do not want to miss the practical tips that Dana shares towards the end of the show. In this segment you will learn how you can avoid getting scammed while buying gold.

Tune in for some excellent insights!

Timestamped Shownotes: * 01:50 - As an investor, are you better off buying a physical asset like gold? * 03:19 - Pancham welcome Dana from American Gold Exchange to the show * 03:58 - Why is gold an excellent hedge against economic uncertainty? * 04:36 - Dana shares his background information * 07:07 - Why is the US dollar not backed by gold anymore? * 07:39 - Why has gold been so highly valued since ancient times? * 09:59 - Why was gold ownership made illegal after the Great Depression of 1929? * 12:10 - How the US dollar became the world's most powerful currency right after World War 2 * 14:23 - Analyzing the Gold Price Cycle from 1970 to 2020 * 15:47 - How inflation and printing more currency can provide a boost to gold prices * 18:32 - Why gold is the go-to investment in a risky environment * 22:24 - Dana analyzes the effect of supply-demand mismatch and increasing debt on gold prices * 24:16 – Should you buy ETF's? Are you better owning physical gold? * 26:33 - Is it safer to buy sovereign-minted gold coins? What about gold bars? * 29:05 - What are the dangers of buying gold from online platforms * 31:33 - Is it possible to test the accuracy of gold bars? * 32:06 - Does a Canadian Maple Leaf have higher purity compared to an American Eagle? * 34:25 - What are tax benefits for US citizens who invest in American Eagles? * 35:37 - What is the best way for storing gold? * 40:10 - Taking the Leap Round * 40:20 - When was the first time you invested outside the Wall Street? * 41:00 - What fears did you have to overcome when you first invested outside of Wall Street? * 41:41 - Can you share one investment that did not go as expected? * 42:53 - What is one piece of advice that you would give to people who are thinking of investing outside the Wall Street? * 44:04 - Dana shares his contact information

3 Key Points: 1. Why gold is an excellent hedge against economic uncertainty 2. Red flags to be aware of when buying gold 3. Gold Bars, sovereign-minted coins, or ETF’s – which is the best way of investing in gold?

Get in Touch:

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page
  • American Gold Exchange Email
  • American Gold Exchange, Inc.

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In today’s show, we are joined by Rod Zabriskie and Ben of the Gold Collar Investor Banking team to discuss an investment strategy that is particularly relevant right now in the wake of the coronavirus outbreak. Today we talk about investing in life insurance.

We start this show by discussing the different kinds of life insurance policies. You will learn that not all policies are structured in the same way. Did you know that a properly structured policy can earn you guaranteed returns of 4% and above in these turbulent times?

Also known as “Gold Collar Investor Banking”, investing in life insurance is safer than keeping your money in a bank. This show will be particularly interesting for investors looking for some good capital preservation strategies.

Tune in for some excellent insights!

Timestamped Shownotes: * 00:35 - How has the coronavirus impacted economic activity and businesses across the world * 01:41 - How are you managing your financial planning during these trying times? * 02:38 - Which investment has survived pandemics and even the world wars and the Great Depression? * 03:53 - Pancham welcomes Rod and Ben to the show * 05:20 - What is term insurance? * 06:14 - What is whole life insurance, and how are the premiums structured? * 09:26 - What is universal life insurance? What are some cons of investing in a universal life insurance policy? * 13:07 - What is the guaranteed minimum rate for a whole life insurance policy? * 14:46 - Are returns earned completely tax-free? * 15:17 - Have insurance companies been consistent in paying dividends? * 17:06 - How can insurance company afford to pay higher returns compared to banks? * 19:10 - Do insurance companies invest in real estate? * 20:23 - Red flags to watch out for when investing in a whole life insurance policy * 22:45 - Can you generate good cash flow by investing in a whole life insurance policy? * 27:50 - Pancham shares his own experience of investing in life insurance * 29:07 - Should you work with an insurance agent? * 30:05 - Are insurance companies safer than banks? * 33:03 - How you can make your money work into two different places by taking a loan against your life insurance policy * 35:41 - What is direct recognition? * 37:14 - Common riders that you can consider adding to your insurance policy * 43:05 - Pancham sums up the many benefits of "Gold Collar Investor Banking" * 45:10 - Taking the Leap Round * 45:29 - When was the first time you investing outside of the Wall Street? * 47:28 - Can you shared one investment that did not go as expected? * 49:09 - What is one piece of advice that you would give to people who are thinking of investing on the Main Street? * 50:13 – Rob and Ben share their contact information * 51:13 – Wish to learn more about gold collar investor banking? Sign up for our forthcoming webinar

3 Key Points: 1. How investing in life insurance can earn you guaranteed returns of 4% and above 2. Common riders that you can consider adding to a life insurance policy 3. How can life insurance companies afford to pay you higher returns than banks?

Get in Touch:

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page
  • Gold Collar Investor Banking
  • Gold Collar Investing Show 5

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In today's show, Pancham interviews David Krulac, real estate owner, broker, speaker, and author of the book, How I Started with Nothing and Made 12 Million in Real Estate Part-Time.

This show is a particularly interesting one as David reveals the nuances of purchasing a tax sale and a tax lien property. For those who are not aware of this investing approach, David first explains the basics in simple terms.

Right from conducting due diligence to visiting a tax sale auction, we explain the entire investment process in great detail. What are some red flags that you should watch out for while purchasing a tax sale property? What sort of returns can you earn using this investment approach? Are the rules for purchasing tax sale and tax lien properties different in every state?

For all this and much, much more, tune in to our latest show now!

Timestamped Shownotes: * 01:38 – Pancham explains a little-know strategy to purchase a real estate property at maximum discount * 01:44 - Pancham welcomes David to the show * 03:05 - How did David get started in the real estate business? * 04:05 - Why does David find a tax sales purchase such an attractive proposition? * 04:34 - What is a tax sale? David explains in simple terms * 05:34 - What is the process of a tax sale auction? * 05:44 - What is a tax lien? * 06:27 - Tax deed vs Tax Lien - Understanding the difference * 08:37 - 3 Important FACTS that you should be aware of before buying a tax sale property * 09:53 - How to conduct due diligence for a tax sale property * 10:55 - Should you insist on physically seeing the tax sale property before making a purchase? * 14:13 - David reveals how performing a title search can help you buy a tax sale property at a huge discount * 15:39 - How can you make money by purchasing a tax lien? What sort of returns can you earn? * 19:13 - How is the process of purchasing a tax lien different in a bid down state? * 20:44 – David explains how the process of purchasing a tax lien property is starkly different in a state like Michigan * 22:06 - How often do tax sales happen? * 25:54 - David explains how ended up turning $4,500 into $600,000 by investing in a tax sale property * 30:15 - Some red flags to be aware of before purchasing a tax sale property * 32:42 - Taking the Leap Round * 32:52 - When was the first time you invested outside of the Wall Street? * 33:20 - What fears did you have to overcome when you first invested outside the Wall Street? * 37:16 - What was one investment that did not go as expected? * 35:58 - What is one piece of advice that you would give to people who are thinking of investing in the Main Street? * 36:53 – What inspired David to write his book, How I Started with Nothing and Made 12 Million in Real Estate Part Time? * 40:35 - Pancham shares his contact information

3 Key Points: 1. What is a tax sale property? And, why is it such an attractive proposition? 2. Tax Sale vs. Tax Lien – Understanding the Difference 3. Some red flags to be aware of before purchasing a tax sale property

Get in Touch:

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page
  • How I Started with Nothing and Made 12 Million in Real Estate Part-Time
  • David’s Website

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Today's Ask Pancham show is a special one as we have Gurwinder Singh as a guest on this show. Gurwinder Singh, a former JP Morgan and Goldman Sachs employee is now a full-time real estate developer.

Gurwinder tuned in to show #18 and show #19 with Kevin Day, and has some pertinent questions about living trusts and irrevocable trusts. If you are looking for some nuanced asset protection tips, this show will surely interest you. Tune in now!

Timestamped Shownotes: * 00:57 - Pancham welcomes Gurwinder to the show * 03:06 - What is the difference between living trust and irrevocable trust? * 04:36 - Which assets should you house in your living trust and your irrevocable trust? * 05:48 - Should you rely on insurance for asset protection? Or is living trust or irrevocable trust a better option? * 07:25 - How do you protect the equity in your house? Pancham explains the concept of equity stripping

3 Key Points: 1. Difference between living trusts and irrevocable trusts 2. Is insurance a good option for asset protection? 3. Using equity stripping to protect your home equity

Get in Touch:

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page
  • The Gold Collar Investor Show 18

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In today’s show, we are joined by Ryan Gibson, Chief Investment Officer, Spartan Investment Group. Ryan shares some excellent information about self-storage investing that will be particularly interesting to those who are looking for some good, alternative investing strategies.

We start this show with Ryan revealing the basics of self-storage investing. What is self-storage investing? And who are their target customers? Interestingly, Ryan reveals that 70% of his customers are women.

Ryan goes on to explain his due diligence process which is quite different from a typical real estate investment. What are some red flags that you should watch out for? And, how can you discover lucrative markets where competition is low?

Other topics discussed include different classifications of self-storage facilities, expected returns, and some practical tips for passive investors.

Tune in for some excellent insights!

3 Key Points: 1. Understanding the basics of self-storage investing 2. Different classification of self-storage facilities 3. Why does a self-storage facility perform well during a recession?

Get in Touch:

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page
  • Spartan Investment Group
  • Ryan Email

Timestamped Shownotes: * 02:10 - Pancham welcomes Ryan to the show * 02:55 - How did Ryan get started in self-storage investing? * 04:02 - Ryan explains his market selection process for self-storage investing * 05:54 - Ryan shares his background information * 07:04 - What is self-storage investing, and how do you many money from this asset class? Ryan explains in simple terms * 08:03 - Why does a self-storage investment perform well during a recession? * 10:12 - What kind of businesses required conditioned storage? * 12:17 - Some red flags that you need to watch out for before investing in a self-storage unit * 13:13 - Ryan explains how they at Spartan Investment conducts market feasibility studies * 14:24 - Expert tips for passive investors who are considering the self-storage route * 16:27 - Ryan explains how he analyzes rent/square foot while vetting a market opportunity * 17:54 - Understanding the different classifications of self-storage facilities * 17:54 - What is a Gen-One self-storage facility? * 19:27 - Ryan reveals that 70% of his customers are women * 20:23 - Gen - Two and Gen - Three self-storage facilities - Understanding the difference * 21:22 - Is the self-storage industry on an upswing? * 22:18 - Should you avoid entering over-saturated markets? * 23:08 - Ryan explains how a high entry barrier can help you earn lucrative returns in certain markets * 23:48 - What kind of returns can you earn from self-storage investing? * 26:00 - Taking the Leap Round * 26:11 - When was the first time you investing outside of the Wall Street? * 26:56 - What fears did you have to overcome when you first invested outside of the Wall Street? * 27:49 – Can you shared one investment that did not go as expected? * 30:24 – What is one piece of advice that you would give to people who are thinking of investing on the Main Street? * 32:15 - Ryan shares his contact information

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Pancham interviews Dave Van Horn, CEO & Founder, PPR Note Co. Dave shares why notes investing can prove to be an excellent option to traditional Wall Street investing, and reveals how you can earn better returns without taking on undue risks.

This show starts with Dave sharing the basics of notes investing. What are some primary factors that you should consider before investing in notes? And, can someone with zero prior experience also invest in notes?

Next, we talk a bit about performing and non-performing notes, and reveal the best option for you. Listeners will also learn how to conduct a proper due diligence before investing in notes.

Other topics discussed on this show are the advantages of investing in a notes fund, liquidity notes vs. income notes, expected returns, frequency of distributions and much, much more.

Timestamped Shownotes: * 00:32 - What are notes? Pancham explains the nuances of notes investing in simple terms * 01:05 - Pancham welcomes Dave to the show * 03:03 - What attracted Dave to the notes investing in the first place? * 03:29 - What is a note? * 04:58 - Mortage vs. Note - Understanding the difference * 06:17 - Factors to consider before you start investing in notes * 09:33 - How can someone with zero experience start investing in notes? * 10:54 - Performing Notes vs. Non-Performing Notes - Which is the best option for you? * 11:53 - Can you invest in notes via the crowdfunding route? * 12:30 - What are some prominent platforms for buying and selling notes? * 13:48 - How to conduct due diligence while investing in performing notes * 14:58 - Dave shares how due diligence for a junior lien differs compared to due diligence for senior liens * 18:00 - What are some important factors that affect note pricing? * 20:54 - Can you invest in notes as a passive investor? * 21:30 - Can you run into compliance risks as a notes investor? * 22:13 - How can you mitigate risk and generate better returns by investing in a notes fund? * 22:40 - How does a liquidity notes fund work? What kind of returns can you earn? * 24:45 - What about income notes fund? * 25:52 - What is the frequency of distributions when you invest in a note?

  • 29:06 - Taking the Leap Round

    • 29:17 - When was the first time you invested outside the Wall Street?
    • 32:35 - What fears did you have to overcome when you first invested outside of Wall Street?
    • 34:30 - Can you share one investment that did not go as expected?
    • 38:09 - What is one piece of advice that you would give to people who are thinking of investing outside the Wall Street?
  • 41:43 - Dave shares his contact information

3 Key Points: 1. Understanding the BASICS of notes investing 2. Performing Notes vs. Non-Performing Notes - Which is the best option for you? 3. How to conduct a proper due-diligence before investing in notes

Get in Touch:

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page
  • PPR Note Co.

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In this episode, Pancham interviews Scott Lewis, CEO, and co-founder of Spartan Investment Group. Scott shares some little-known facts about RV Park investing, and reveals how you can generate excellent returns, both as a passive and active investor in this space.

This show starts off with Scott sharing his background information. Scott reveals how he discovered real estate, and then RV Parks. How did Scott end up investing in an RV Park in west Texas? Why did he take on a huge risk of investing in a thoroughly mismanaged RV Park? Scott reveals his experience with managing and turning around his investment. This show will be particularly interesting to investors who are looking for alternative investments which generate higher returns.

3 Key Points: 1. Understanding the nuances of RV Park Investing 2. RV Parks vs. Camp Grounds – What is the difference? 3. How to invest passively in a RV Park

Timestamped Shownotes: * 00:48 – Can you generate good returns by investing in RV Parks? * 01:48 – Pancham introduces Scott Lewis of Spartan Investment Group to listeners * 02:58 – How did Scott discover real estate? * 03:27 – How did Scott’s first real estate investment pan out? * 04:08 – Scott recalls how he founded Spartan Investment Group * 05:22 – Can investing in RV Parks prove to be lucrative for you? * 06:25 – Are RV Parks different from camp grounds?

  • 06:40 – Scott explains the different categories of RV Parks ranging from the high end to low

  • 07:31 – Do people stay in RV Parks throughout the year?

  • 08:35 – Is there a standard rating for a RV Park?

  • 10:48 – Learn some interesting details about a RV Park that Scott recently purchased in Western Texas

  • 12:26 – Scott explains the economics of an RV Park

  • 13:18 – Typically, what expenses does a RV Park owner bear?

  • 15:21 – What is the expense ratio for an RV Park?

  • 16:01 – How did Scott end up acquiring the RV Park in Western Texas?

  • 17:25 – What is cap rate? Pancham and Scott explain in simple terms

  • 20:27 – Is there a supply-demand mismatch in the RV Park space?

  • 22:11 – Can you invest in a RV Park through a syndication?

  • 23:08 – Taking the Leap

    • 23:10 – When was the first time you invested outside of the Wall Street?
    • 24:03 – What fears had to overcome when you purchased your first investment property?
    • 26:10 – Can you share one investment that did not go as expected?
    • 29:05 – What is one piece of advice that you should give to people thinking of investing in the Main Street?
  • 30:19 – Scott shares his contact information
  • 30:48 – Discover the Top SIX reasons for diversifying outside of the Wall Street
  • 31:55 – Got questions? Get in touch with Pancham

Resources:

  • For more details visit: www.TheGoldCollarInvestor.com/show20
  • Download free report on top 6 reasons to invest outside of wall-street: www.TheGoldCollarInvestor.com/download

Get in Touch:

  • Scott’s Email
  • Spartan Investment Group
  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page

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In today's show, we have Coach Trevor sharing some nuanced wisdom to help you lead a more fulfilling life.

Are you unhappy despite of your material success? Do you like your high-paying job but feel like its golden handcuffs? If you are in this boat, the first segment of the show will be particularly interesting to you. Here, Coach Trevor shares why it is important to step out your comfort zone and take adventurous decisions that will eventually lead to a more fulfilling life.

Next, Trevor goes on to reveal the FIVE steps of success. He also walks us through his "Productivity Pyramid" - simple exercise that will surely force you to think and question your true priorities. We wrap up this show with "Taking the Leap" round where Trevor shares his many successes and failures as an investor. For all this and much, much more, tune in to this very special show now!

Timestamped Shownotes: * 01:29 - Pancham welcomes Trever McGregor to the show * 04:09 - Why cultivating gratitude is necessary for leading a happy and fulfilled life * 05:42 - How breaking your life into small bits, and then striving for improvement can help you * 07:55 - Are you feeling empty inside even though you have attained material "success"? Coach Trevor encourage you to be more adventurous * 10:07 - How discovering your core beliefs can help you get rid of your gold handcuffs * 12:52 - Trevor explains the "5 Keys to Success" * 12:52 - Step 1 - Getting rid of your limiting beliefs * 14:07 - Step 2 - How to gain clarity about your outcome * 16:17 - Why did Pancham leave his high-paying job? * 17:41 - Step 3- How to prepare an execution strategy that can help you achieve your goal * 18:55 - Step 4 – Why time management is necessary to realize your big goal * 21:41 - Step 5 - Do you have an accountability partner to egg you on? * 23:55 - Time management tips for prioritization and getting more done * 26:06 - Trevor explains the Productivity Pyramid consisting of brown time, green time and gold time * 29:30 - How to cultivate a defiant mind set * 31:20 - How a good Story can help you realize your true capabilities * 35:03 - How a sound Strategy can help you achieve your goals * 29:50 - Taking the Leap Round * 29:50 - When was the first time you invested Outside of the Wall Street * 40:53 - What fears did you have to overcome when you first invested outside the Wall Street? * 41:45 - What was one investment that did not go as expected? * 43:33 - What is one piece of advice that you would give to people who are thinking of investing in the Main Street? * 45:41 - Trevor shares his contact information

3 Key Points: 1. How to cultivate a defiant mindset for meeting your goal 2. The 5 Keys to Success 3. Understanding the Productivity Pyramid and the difference between green time, brown time and gold time

Resources:

  • Trevor’s Website

Get in Touch:

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page

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Today, we are back with another Ask Pancham Show. Today's question is about Gold Collar Banking. Can we consider Gold Collar Banking to be an investment?

Great question. Pancham explains why Gold Collar Banking can be considered as an investment for some, and not for others. Then, he proceeds to explain this investment strategy by using easy to understand scenarios. Pancham explains why you should consider borrowing against your money for making investments or purchases. Listeners will learn how they can leverage the power of compound interest.

Towards the end, we list SIX benefits of this financial strategy. Topics discussed include making your money work in multiple places, saving tax dollars, availing creditor protection, and much, much more. Tune in for some excellent insights!

3 Key Points: 1. How to leverage the power of compounding to earn higher returns 2. How to protect your money against creditors 3. How to make your money work in multiple places

Resources:

  • Listen to full banking show here
  • For free consultation, fill out a form here: www.TheGoldCollarInvestor.com/banking

Get in Touch:

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page

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In this episode, Pancham interviews Matthew Picheny and Erica Lynn Schwartz. Matthew and Erica share how you can invest and earn handsome returns by investing in Broadway shows.

This show starts out with our guests, Matthew and Erica sharing their backgrounds. Matthew has an investing background while Erica comes from theatre. Our listeners are in for a treat as Erica, next explains how the Broadway show business functions.

What is the typical cost of producing a Broadway show? How can you invest in a Broadway show? Can you earn assured returns by investing in Broadway shows? Matthew and Erica reveal their investment philosophy and share how you can multiply your investment manifold by investing in this little-known Main Street vehicle.

Tune in for some very interesting insights!

3 Key Points: 1. How to invest in a Broadway show 2. What sort of returns can you earn by investing in a Broadway show? 3. How to mitigate risk and earn great returns by financing Broadway shows

Resources:

  • Gold Collar Investing Show Number 5
  • Avalon Road Productions
  • For more details visit: www.TheGoldCollarInvestor.com/show22
  • Download free report on top 6 reasons to invest outside of wall-street: www.TheGoldCollarInvestor.com/download

Get in Touch:

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page

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Pancham interviews Darren Doyle, founder, International Coffee Farms. Darren reveals how US citizens can generate good returns by investing in coffee and cacao farms in Panama and Belize.

This show starts with Darren revealing how he started his Panama and Belize operations six years back. He goes on to explain the process of buying agricultural land, and clearly explains the pros and cons of this investment strategy. Is investing overseas in agricultural land a safe bet for investors? What is the annual return that you can generate from such investments?

Darren also shares some common mistakes that investors make, and how to avoid them. We wrap up this show with our “Taking the Leap” round.

Resources:For more details visit: www.TheGoldCollarInvestor.com/show21

Download free report on top 6 reasons to invest outside of wall-street: www.TheGoldCollarInvestor.com/download

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Pancham interviews Dan Meadors, co-founder, The Wholesale Formula. Dan walks us through his Reverse Wholesale Sourcing model and reveals how you can generate millions of dollars in revenue by partnering with Amazon best-sellers.

This show starts with Dan revealing how you can vet sellers on Amazon. How do you discover underdeveloped sellers who can potentially generate profits for you? Dan shares 3 critical criteria that have helped him build his own business.

But, is Dan’s strategy a capital intensive one? Can you run this business as a side-hustle alongside your day job? And what sort of ROI can you expect once this business is up and running? This show will particularly interest those looking for ways to generate additional income in a risk-free manner.

For all this and much more, tune in to our latest show now!

3 Key Points: 1. How to deploy a risk-free, scalable business strategy by partnering with Amazon sellers 2. Are a majority of Amazon’s products underdeveloped? 3. What sort of returns can earn once you deploy Dan’s Reverse Wholesale Scaling model?

Resources:
For more details visit: www.TheGoldCollarInvestor.com/show20

Download free report on top 6 reasons to invest outside of wall-street: www.TheGoldCollarInvestor.com/download

Sign up of once in a year free training!

Get in Touch:

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page
  • Signup for the once in a year free training!

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Pancham interviews Kevin Day, Asset Protection Attorney, Day & Associates Incorporated. In this second segment of the show, we discuss asset protection strategies for risk mitigation in case you are sued.

Did you know that you can lose everything that you own (including your home) in case you are involved in a car accident? What if your tenant slips and hurts himself seriously? Or, what if the boiler or a pipe bursts causing bodily harm to a third person? While such untoward incidents are outside your control, you can certainly do your bit to limit your liabilities and protect yourself as well as your family.

In today’s show, we first categorize assets and then reveal the best way to protect them. Strategies discussed include forming LLC’s, Equity Stripping and Forming Trusts. But, is a LLC or a trust completely lawsuit proof? As per the statute of limitations, is there a time period beyond which you cannot be sued?

For all this and much more, tune in to our latest show now!

3 Key Points: 1. Understanding the concept of Homestead Exemption 2. How equity stripping can help you protect your real estate from unforeseen liabilities 3. Statute of limitations, and the maximum period beyond which you cannot be sued

Resources:

  • Previous show on succession planning: www.TheGoldCollarInvestor.com/show18
  • The Gold Collar Investor Show 5
  • For more details visit: www.TheGoldCollarInvestor.com/show19
  • Download free report on top 6 reasons to invest outside of wall-street: www.TheGoldCollarInvestor.com/download

Get in Touch:

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page

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Pancham interviews Kevin Day, Asset Protection Attorney, Day & Associates Incorporated. Kevin goes over the minutiae of wills and trusts as he highlights why sound succession planning is critical.

If you are like me, you might not have given estate planning any thought at all. After all, you do expect to live till you are old and wrinkled. Right? But, what if you get hit by the proverbial bus?

In today’s show Kevin reveals how succession planning can save your family from financial duress. Topics discussed in today show include probate, revocable and irrevocable trusts, pour-over will, and much, much more.

Tune in for some excellent insights!

3 Key Points: 1. Understanding the basics of succession planning 2. How are your financial affairs handled if you don’t leave behind a will? 3. Wills vs. Trusts – Analyzing the Pros & Cons

Resources:

  • For more details visit: www.TheGoldCollarInvestor.com/show18
  • Download free report on top 6 reasons to invest outside of wall-street: www.TheGoldCollarInvestor.com/download

Get in Touch:

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page

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Pancham interviews RALAcademy founder, Gene Guarino. Gene reveals why residential assisted living is his most favored asset class, and shares some little known nuances that you might not be aware of.

This show starts off with Gene sharing how he discovered real estate investing and residential assisted living, the “silver tsunami” as Gene calls it. What is the rationale behind investing in a senior living? Gene explains the favorable demographics and reveals how residential assisted living is far cheaper compared to hiring an in-home caregiver.

So, how do you find success as an investor in this space? Gene lists three crucial factors that will help you do so.

Tune in for some excellent investing nuggets!

3 Key Points: 1. Why investing in a residential assisted living is an excellent decision 2. Gauging the demand in the residential assisted living space 3. Factors that will help you find success in the residential assisted living space

Resources:

  • Get your hands on Gene’s Book
  • For more details visit: www.TheGoldCollarInvestor.com/show17
  • Download free report on top 6 reasons to invest outside of wall-street: www.TheGoldCollarInvestor.com/download

Get in Touch:

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page

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In this episode, Pancham interviews G. Edward Griffin, writer and documentary film producer. In today’s show we discuss Ed’s commendable work, “The Creature from Jekyll Island: A Second Look at the Federal Reserve”.

This show starts off with G Edward Griffin explaining to listeners that the Federal Reserve is NOT a government body but a banking cartel. Listeners will learn how the Federal Reserve, formed in Jekyll Island years back is comprised of some of the most powerful banks in the world.

How does the Fed create money? Does the Fed have limitless ability to create money? Ed also explains why he views inflation as a “hidden tax”.

3 Key Points: 1. Is the Federal Reserve a government body? 2. Understanding Inflation – the hidden tax 3. How does the Federal Reserve create money?

Resources:

  • Red Pill Expo
  • The Creature from Jekyll Island: A Second Look at the Federal Reserve
  • Wikipedia https://en.wikipedia.org/wiki/G._Edward_Griffin
  • https://www.thedailybeast.com/the-story-behind-the-creature-from-jekyll-island-the-anti-fed-conspiracy-theory-bible
  • For more details visit: www.TheGoldCollarInvestor.com/show16
  • Download free report on top 6 reasons to invest outside of wall-street: www.TheGoldCollarInvestor.com/download

Get in Touch:

  • Reality Zone
  • Freedom Force International
  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page

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Pancham interviews Joe Quirk of Seasteading Institute. Joe, in this special and informative show, reveals how living on the sea might become a possibility in the near future.

This show starts off with Joe explaining the concept of seasteading. You will also learn the history of seasteading, and how this idea came about. Joe explains how seasteads can lead to a decentralized and free society that is not bound by regulatory shackles.

Can seasteading create a free, stable society and thus, spur innovation? Tune in to learn more.

3 Key Points: 1. What is seasteading? 2. Brief History of Seasteading 3. Investing Opportunities in Seasteading

Resources:

  • Blue Frontiers
  • Ocean Builders
  • Gold Collar Investing Show Number 5
  • Seasteading: How Floating Nations Will Restore the Environment, Enrich the Poor, Cure the Sick, and Liberate Humanity from Politicians
  • For more details visit: www.TheGoldCollarInvestor.com/show15
  • Download free report on top 6 reasons to invest outside of wall-street: www.TheGoldCollarInvestor.com/download

Get in Touch:

  • The Seasteading Institute
  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page

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Pancham interviews Satish Atluri, COO of Parkway Communities. Satish shares some interesting details about a little known asset class – mobile home parks, and reveals how you can earn terrific returns for you and your investors.

This show starts off with Satish sharing how he transitioned to real estate investing. After making his first real estate investment in 1995, Satish discovered mobile home parks in 2015.
So, what is a mobile home park? As a mobile home park owner, what are your responsibilities? And, how is the government encouraging this little-known asset class?

Next, we discuss the huge supply-demand mismatch for this asset class. What sort of returns can earn from mobile home parks? Is investing in a mobile home park far more lucrative compared to single-family and multi-family investing?

3 Key Points: 1. Overview of the mobile home park asset class in the United States 2. Mobile home park investing vs. apartment investing – how do they compare? 3. Understanding the responsibilities of a mobile home park owner

Resources:

  • For more details visit: www.TheGoldCollarInvestor.com/show14
  • Download free report on top 6 reasons to invest outside of wall-street: www.TheGoldCollarInvestor.com/download

Get in Touch:

  • Parkway Communities
  • Call Satish at 214-763-6830
  • The Gold Collar Investor Club
  • The Gold Collar Investor
  • Pancham’s Email
  • The Gold Collar Investor Facebook Page

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This is a special show where I will be discussing questions from the listeners which can benefit much wider audience. I will try to do this once every month or once every two months depending on the flow of the questions.

I will name them as "Ask Pancham? #1".

If you have questions, please email them to me at p@TheGoldCollarInvestor.com.

Resources:

  • For more details visit: www.TheGoldCollarInvestor.com/show13
  • Download free report on top 6 reasons to invest outside of wall-street: www.TheGoldCollarInvestor.com/download

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In this episode, Pancham interviews Damion Lupo, Founder and CEO, Total Control Financial. Damion reveals various reasons why an eQRP is the best option for retirement planning.

This show starts off with Damion explaining an eQRP and its benefits in simple terms. How long does it take to set up an eQRP, and what are the costs? How does an eQRP compare to Self-Directed IRA and Solo 401K? You will also learn about the various restrictions for investing your eQRP funds.

Towards the end, Damion shares some hacks that will help you save your tax dollars. Tune in for some excellent insights!

3 Key Points: 1. What is an eQRP, and what are its various benefits? 2. eQRP vs. Self-Directed IRA – Understanding the differences 3. eQRP vs. Solo 401K – which is the better option for you?

Resources:

  • For more details visit: www.TheGoldCollarInvestor.com/show12
  • Get your Hands on Damien’s Book
  • The Top SIX Reasons why investing in outside Wall Street is a good idea

Get in Touch:

  • Pancham’s Email
  • The Gold Collar Investor
  • The Gold Collar Investor Facebook Page

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Pancham interviews Dmitriy Fomichenko, President, Sense Financial Planning. In this show, Dmitriy gives answers to some commonly asked questions about Self-Directed IRA’s.

This show starts off with Dmitriy explaining the nuances of a Self-Directed IRA in simple terms. What are the Pros & Cons of investing your IRA funds? We also compare a Self-Directed IRA to a Checkbook IRA, and reveal the right option for you.

Can you invest your IRA funds in alternative assets? Can your IRA own a commercial business? And, what are the tax implications of investing your IRA funds outside of Wall Street? We wrap up this show with our “Taking the Leap” round.

If you are looking for ways to earn higher returns, this is a show that you do not want to miss. Tune in for some excellent nuggets!

Resources:For more details visit: www.TheGoldCollarInvestor.com/show11

Download free report on top 6 reasons to invest outside of wall-street:
www.TheGoldCollarInvestor.com/download

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In this episode, Pancham interviews Joe Fairless of Ashcroft Capital. Joe reveals the various Pros & Cons investing in a real estate syndication.

This show starts off with Joe sharing his background information. After starting off as a W-2 employee with a humble salary, how did Joe manage to segue to real estate investing? Listeners will learn the importance of making sound financial decisions in this segment of the show.

Next, we compare single family investing to real estate syndication. We reveal the pros & cons of each investment strategy. Folks who are thinking of investing in a syndication will find this comparison particularly interesting.

Diving further into the nuances of real estate syndication, we reveal the differences between a general partner and a limited partner. As limited partners in a syndicated deal, can you lose your entire capital? What steps can you take to avoid this?

This interesting show wraps up with our “Taking the Leap” round. Tune in now!

Key Points: * Single Family investing vs Real Estate Syndication – Which is better, and why? * General Partner vs. Limited Partner – Understanding the Difference * How to vet a real estate syndication deal

Resources:For more details visit: www.TheGoldCollarInvestor.com/show10

Download free report on top 6 reasons to invest outside of wall-street:
www.TheGoldCollarInvestor.com/download

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In today's show, Pancham reveals how Robert Kiyosaki’s classic, “Rich Dad, Poor Dad” and "Cashflow Quadrant" changed the course of his life.

This show starts with Pancham sharing how he was a high-paid professional paying large amount of taxes who was “hauling buckets” instead of “building pipelines”. However, Robert’s book made Pancham realize the importance of working smart rather than simply working hard.

Pancham explains Roberts “Cash-Flow” Quadrant which segments everyone into four distinct quadrants – Employee (E), Self Employed (S), Business (B) and Investor (I). Unwillingness to take risks mean that most of us fall in either E or S quadrant. How can you make the transition from the left-side of the Cash Flow quadrant to the right side? In today’s show, listeners will learn how they can develop the mental fortitude to make this difficult transition.

There are not many books that change the course of your life. If Pancham has to pick one book that completely changed his life, it will be Cashflow Quadrant.

Tune In to find out!

Resources:For more details visit: www.TheGoldCollarInvestor.com/show9

Download free report on top 6 reasons to invest outside of wall-street:
www.TheGoldCollarInvestor.com/download

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In this episode, Pancham interviews John and Geetika of Casmon Capital Group. John and Geetika reveal how they built up their real estate business by doing a house hack as their first active real estate investment and why it's the best first investment for someone who is starting out.

This show starts off with John and Casmon sharing their background information. John, previously employed with GM motors and Geetika, a consultant with a large accounting firm have successfully managed to make the transition to real estate investing.

Resources:For more details visit: www.TheGoldCollarInvestor.com/show8

Download free report on top 6 reasons to invest outside of wall-street:
www.TheGoldCollarInvestor.com/download

How did John and Geetika manage their transition? You will learn why a house hack is possibly the best option for first time investors. The Casmons share their experience and reveal why a house hack makes sense – both financially and lifestyle-wise.

You will also learn some little-known nuances of FHA financing that you might not be aware of. Can you really finance a property worth thousands of dollars by putting in a miniscule amount of money as down payment? Tune in to find out!

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In this episode, Pancham interviews Julie and Annie of Goodegg Investments. Julie and Annie share the pros & cons of passive investments, and reveal how you can overcome various objections to invest in your first passive deal.

This show starts off with our guests, Julie and Annie sharing their background stories. You will learn how our guests made some wise investment decisions early on in their careers to acquire their first investment properties.

Next, we segue in passive investing and real estate syndications. Why did our guests transition to real estate syndication? Can you earn more returns in a syndicated deal? Here, we discuss the importance of vetting a real estate sponsor. We also caution listeners about rushing into their first deal, and highlight the importance of proper education.

This interesting show wraps up with our “Taking the Leap” round. This is a show that you do not want to miss.

Tune in for some excellent insights!

Resources:For more details visit: www.TheGoldCollarInvestor.com/show7

Download free report on top 6 reasons to invest outside of wall-street:
www.TheGoldCollarInvestor.com/download

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In this episode, Pancham interviews Matt Faircloth, Owner of DeRosa Group. Matt reveals the major differences between active investing and passive investing. By the end of the episode, you shall be able to determine which investment route is best suited for you.

This show starts off with Matt sharing how the transitioned to real estate investing. Listeners will learn about house hacks, and why it is a great option for those are making their first real estate investment.

Next, we compare active investing to passive investing. Which option is the right fit for you? While, active investing might yield you higher returns, do you have the time, energy and knowledge to take this route? For all this and much more, tune in to our latest show now!

Resources:For more details visit: www.TheGoldCollarInvestor.com/show6

Download free report on top 6 reasons to invest outside of wall-street:
www.TheGoldCollarInvestor.com/download

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In this episode, Pancham interviews Christian and Rod who share how you can leverage Gold Collar Investor Banking.

This show starts off with Christian and Rod making an interesting comparison between life insurance policies and banks. You will learn why Gold Collar Investor Banking is a safer and more lucrative investment compared to keeping your money in banks.

In this show, we reveal some little known facts which are sure to interest you. Is a life insurance policy completely liquid? How can you ensure that you get the full benefit of compounding? Is it a good idea to finance another investment of business using your life insurance policy? We also discuss costs and net returns.

Tune in for some excellent insights!

Resources:For more details visit: www.TheGoldCollarInvestor.com/show5

Download free report on top 6 reasons to invest outside of wall-street:
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In this episode, Pancham interviews Brandon Hall, CEO & Founder, The Real Estate CPA. Brandon shares some effective and little-known ways to control your BIGGEST expense, taxes.

This show kicks off with Brandon sharing how high net-worth individuals can lower their effective tax rate through real estate investing. You will also learn some nuanced information about the new bonus depreciation that was recently introduced in the 2018 tax law.

In the next segment of this show, we discuss land conservation easements. You will learn about this little-known investment strategy which can potentially save you thousands in tax dollars. How do you passively invest in a real estate syndication? What are some effective ways of vetting a real estate sponsor?

Finally, we discuss whether the newly introduced “Opportunity Zones” are a worthwhile investment. We wrap up this show with our “Taking the Leap” segment where Brendon reveals how he overcame challenges to successfully transition to Main Street Investing.

Tune in for some excellent insights!

Disclaimer: none of the information from this podcast should be taken as tax, legal, or investment advice. Please consult qualified professionals before implementing anything discussed. In November 2019, the IRS released a statement saying that they intend to crack down on land conservation easements. As a result, recommend that you stay away from land conservation easements and consult qualified tax professionals on the matter before investing in them.

Resources:For more details visit: www.TheGoldCollarInvestor.com/show4

Download free report on top 6 reasons to invest outside of wall-street:
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In this episode, real estate investors and friends, Pancham and Rajan reveal why Main Street Investing, and not Wall Street Investing is a more lucrative strategy for long term wealth creation.

We kick off this show by sharing some little known facts about different Wall Street instruments. From stocks to bonds to mutual funds, you will learn the Pros & Cons of each financial instrument.

Next, we segue into the virtues of Main Street investing. Why do some of the wealthiest people prefer Main Street investing? Will you end up earning higher returns due to lower taxes and depreciation? What are some of the drawbacks of real estate investing?

This show will be particularly interesting to folks who are actively looking for an alternative to Wall Street investing. Tune in for some excellent nuggets!

Resources:For more details visit: www.TheGoldCollarInvestor.com/show3

Download free report on top 6 reasons to invest outside of wall-street:
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In our second show, our host, Pancham Gupta shares his inspiring journey transcending the past decade and a half. Pancham reveals his strong "Why" - a burning desire to help the high paid professional build up passive income streams and enjoy a good work-life balance.

Pancham, a first-generation Indian immigrant, first set foot in the US in 2003. Pancham's life in India was starkly different from what, we in the US are accustomed to. Growing up, Pancham had little say in his career choices and had to stick to the tried-and-tested options. Fortunately, a naturally gifted Math and Science student, Pancham successfully chartered his own course as a student at Carnegie Mellon and then as a programmer with a prominent FinTech company in NYC.

Pancham admits that he was at the right place at the right time as demand for good programmers simply exploded due to rapid technological advancements. How did Pancham transition to real estate investing? How did he end up building an $8 million portfolio is just 8 months? And, why did Pancham quit his high-paying job to don the hat of a full-time real estate investor? Pancham shares his successes, and more importantly his failures in this short but inspiring show. Towards the end, he leaves us with a powerful lesson that is sure to get you all fired up.

Tune in now!

Resources:For more details visit: www.TheGoldCollarInvestor.com/show2

Download free report on top 6 reasons to invest outside of wall-street:
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In this introductory show of "The Gold Collar Investor", host, Pancham Gupta shares his big "Why" behind starting this show. When you invest your life savings in the stock market, you are at the mercy of various externalities that you have little control over.

In this show, we will REVEAL little-known alternative sources of investment that can help you attain financial freedom. Whether you are a new or seasoned investor, we have some nuanced information guaranteed to maximize returns and build wealth. Tune in for some excellent insights!

Resources:For more details visit: www.TheGoldCollarInvestor.com/show1

Download free report on top 6 reasons to invest outside of wall-street:
www.TheGoldCollarInvestor.com/download