Freedom Investor Radio: Recent Episodes
John Pearl
A few years ago, John Pearl learned that the nuclear power plant he works at will be shutting down in 2025. He decided that he would start investing in multifamily real estate to ease the transition down the road. He quickly realized the multitude of benefits and the personal freedom one can achieve through investing in real estate. He is now on a mission to educate as many folks as possible about what he feels too many are missing out on. On the show, you will learn success strategies from the nation's top real estate investors and entrepreneurs and how you can do the same thing to achieve financial freedom and take back control of your life.
Welcome to another episode of Freedom Investor Radio! Today, our host John Pearl chats with Chris Lento, founder of EM Capital, who shares his inspiring journey from a mechanical engineer to a successful real estate investor with over 600 properties in the Southeast.
In this episode, you'll learn about:
- Chris's Early Beginnings: How living in a "three-decker" in Boston sparked his interest in real estate.
- Transition to Full-Time Investing: The shift from a traditional job to becoming a full-time multifamily operator.
- Growth Strategies: Chris's approach to scaling from small properties to managing large multifamily units.
- The Role of Syndication: How partnering with others accelerated his growth.
- Market Insights: Why Chris targets the Southeast U.S. for investments and what makes it an attractive market.
- Investor's Journey: A walkthrough of the investment process for passive investors looking to get into real estate.
Actionable Takeaways:
- Consider multifamily properties as a means to scale your real estate investments.
- Look into syndication as a way to leverage resources and expertise.
- Evaluate markets based on growth potential and stability, not just current performance.
Connect with Chris:
- Visit EM Capital at emcapitalgroup.com
- Connect with Chris on LinkedIn
Dive into the fascinating world of digital wealth in this episode of Freedom Investor Radio, as host John Pearl welcomes Natalie Brunell, a renowned Bitcoin educator and host of the Coin Stories podcast. In this conversation, we explore the groundbreaking realm of Bitcoin, offering listeners a comprehensive understanding of how this digital asset is transforming the financial landscape and revolutionizing the way we think about saving, investing, and building wealth for the future.
Key Points:
- Bitcoin Basics: Unravel the core concepts of Bitcoin for newcomers. Discover why it's compared to digital real estate and why it might be the most crucial asset to understand in the current financial climate.
- From Skeptic to Educator: Natalie shares her transformative journey from mainstream journalism to becoming a Bitcoin advocate, revealing how Bitcoin opened her eyes to the fundamental flaws in our financial system.
- The Future of Bitcoin: Delve into recent developments and future prospects. How institutional adoption and ETFs are bringing Bitcoin into the mainstream investment arena.
- Personal Bitcoin Stories: Both John and Natalie share their 'orange pill' moments, shedding light on how Bitcoin has changed their perspectives on wealth and investment.
- Mitigating Risks: Strategies for navigating the volatile seas of Bitcoin investment. Learn about hot vs. cold wallets, multisig security, and the importance of self-custody.
- Bitcoin's Societal Impact: A discussion on how Bitcoin can democratize finance, offering a ladder of opportunity to people across socio-economic statuses worldwide.
- The Environmental Debate: Cutting through the noise around Bitcoin mining and its environmental impact, with insights into how Bitcoin can actually benefit the energy sector.
Actionable Takeaways:
- Get Informed: Start with reputable sources like the Coin Stories podcast to deepen your understanding of Bitcoin.
- Invest Wisely: Begin with small investments. Learn the ins and outs of Bitcoin wallets and security.
- Think Long Term: View Bitcoin as a long-term asset, akin to real estate, to navigate its volatility with confidence.
- Explore Beyond Profit: Consider Bitcoin's broader societal and environmental potential, not just its financial returns.
Connect with Natalie:
- @natbrunell (X)
- Coin Stories
- TalkingBitcoin.com
In this enlightening episode of Freedom Investor Radio, host John Pearl welcomes Anjou Martinez, CEO of Beam Investment Group, for a deep dive into the world of apartment investing. Discover how Anjou transitioned from a high-powered CFO to a key player in the multifamily investment space, and how you can leverage similar strategies to accelerate your path to financial independence. Whether you’re a seasoned investor or just starting, this episode offers valuable insights and actionable advice to grow your wealth through real estate.
Key Takeaways:
- The Journey to Apartment Investing: Learn about Anjou’s shift from single-family to multifamily investments and how moving to Texas was a game-changer.
- Passive Investment Strategies: Anjou shares her approach to passive investing, including transferring 401k funds to IRAs for real estate investments, highlighting the importance of due diligence and the right partnerships.
- Active Investment Insights: Transitioning to a general partner, Anjou breaks down the operational ease and financial benefits of managing large-scale multifamily properties.
- Navigating Due Diligence: Discover the critical questions to ask before investing and the importance of thorough vetting processes for both properties and partners.
- Financial Returns and Tax Advantages: Uncover the financial benefits of apartment investing, from quarterly returns to significant tax savings through accelerated depreciation and other real estate-specific tax strategies.
- Lifestyle Transformation: Anjou contrasts her life before and after diving into real estate, underscoring the power of strategic investment in achieving work-life balance and financial freedom.
- A Guide for W2 Workers: Tips for excelling in your current role while strategically planning for early retirement through smart investments.
Actionable Advice:
- Start with education: Read books, listen to podcasts, and attend conferences to understand the multifamily investment landscape.
- Conduct thorough due diligence: Vet every investment opportunity and partnership to align with your financial goals.
- Explore passive and active investment roles: Determine which approach suits your lifestyle, financial goals, and level of involvement.
- Consider tax implications: Leverage real estate investments for potential tax benefits, consulting with a professional to maximize returns.
Connect with Anjou Martinez:
- LinkedIn: Anjou Martinez
- Website: BeamInvestmentGroup.com
In this transformative episode of Freedom Investor Radio, host John Pearl dives deep into the world of real estate with a spotlight on condo conversions, featuring the insightful John Laine, founder of condo.fund. John shares his remarkable journey from his early start in real estate to overcoming life's toughest challenges, and how these experiences shaped his innovative approach to tackling the housing affordability crisis. Discover the art of leveraging real estate, partnerships, and technology to turn renters into homeowners, and how you can apply these strategies to your investment portfolio.
Key Points Discussed:
- The Early Beginnings: John Laine's unconventional entry into real estate and how buying his first house at 19 set the stage for his real estate journey.
- Overcoming Adversity: Battling a life-threatening health scare and financial ruin, and the pivotal role real estate played in John's comeback.
- The Power of Leverage: An in-depth look at the five laws of leverage in real estate and business, and how to apply them for maximum impact.
- Condo Conversions: How John's innovative condo conversion model is making homeownership accessible, solving the down payment dilemma, and addressing the housing affordability crisis.
- Building Effective Partnerships: Insights into selecting the right partners and navigating the complexities of business relationships for long-term success.
- Technology in Real Estate: Leveraging modern tools like DocuSign, Excel, and ClickUp to streamline operations and enhance productivity in real estate investments.
Actionable Takeaways:
- Explore Condo Conversions: Consider condo conversions as a viable investment strategy to both profit and make a positive impact on the housing market.
- Leverage Modern Tools: Integrate technology into your real estate business to automate processes, improve efficiency, and scale your operations.
- Cultivate Partnerships: Focus on building strong, mutually beneficial partnerships based on trust, shared goals, and complementary skills.
- Invest in Your Community: Look for investment opportunities that not only yield returns but also contribute to solving broader societal issues, like housing affordability.
Connect with John Laine:
- LinkedIn: John Laine
- Email: john@condo.fund
- Website: condo.fund
In this empowering episode of Freedom Investor Radio, host John Pearl sits down with George Salas, CEO of Empress Capital, to unravel the secrets of achieving financial freedom through short-term rental investments. Dive into George's inspiring journey from humble beginnings to becoming a key player in the real estate market, and discover actionable strategies to amplify your investment portfolio.
Key Takeaways:
- Journey to Success: From starting in the hospitality industry to overcoming financial setbacks, George shares his transformative path to real estate mastery.
- Short-Term Rental Mastery: Learn how George capitalized on short-term rentals to create lifestyle assets and cash flow for investors, navigating through the ups and downs of market demands and COVID-19 impacts.
- Investment Strategies: Uncover George's approach to identifying lucrative markets and properties, emphasizing the importance of amenities and strategic financing in maximizing returns.
- Navigating Regulations: Get insights into the critical role of local regulations in short-term rental investments and how to leverage them for success.
- The Investor Journey: Explore the process and benefits of participating in a short-term rental fund, including building relationships with investors and understanding their financial goals for tailored investment opportunities.
- Freedom Through Investing: George and John discuss how investing isn't just about the returns but creating a lifestyle of freedom and choice for investors.
Actionable Advice:
- Educate Yourself: Emphasize personal development and networking to enhance your investment acumen.
- Strategic Investments: Consider the total returns and operational efficiency of your properties.
- Build Your Network: Your network is your net worth. Engage with professionals and masterminds to expand your investment opportunities.
Connect with George:
George's Socials
Episode Summary:
In this insightful episode of Freedom Investor Radio, host John Pearl sits down with Frank DeBellis, the visionary behind Damro Assets, to explore the depths of real estate investing through the lens of resilience, growth, and community impact. Frank shares his riveting journey from the restaurant floors of New York City to the competitive world of real estate, highlighting the pivotal moments, challenges, and triumphs that shaped his investment philosophy.
Key Points:
- The Origin Story: Frank discusses his unexpected entry into real estate, driven by a family tragedy and a commitment to fulfill his father's unrealized dream.
- Learning Through Adversity: Insights into the challenges of navigating the 2008 real estate market, transitioning from active management to strategic passive investments.
- Community First: A focus on ethical investing and the importance of community impact in real estate, showcasing how investments can go beyond profit to foster positive change.
- Adapting to Change: Frank's journey from managing properties to becoming a successful wine salesman, and how those skills translated into real estate success.
- Strategic Investing: The evolution from hands-on property management to embracing passive investment strategies for long-term growth and freedom.
- The Power of Resilience: Frank shares personal and professional setbacks, emphasizing the importance of perseverance, adaptability, and learning from failure.
Actionable Takeaways:
- Invest with Purpose: Look beyond the numbers; consider the community and long-term impact of your real estate investments.
- Embrace Change: Use your experiences and challenges as opportunities for growth and diversification in your investment strategies.
- Build Relationships: In real estate and life, genuine connections and understanding people's needs are keys to success.
- Prioritize What Matters: Success isn't just about financial freedom; it's about creating the life you want with the people you cherish.
Connect with Frank:
DamRo Assets
Frank's LinkedIn
Frank's Insta
Welcome to this week's episode where we dive deep into the journey of Alvin Scioneaux, a man of many talents and professions. From nuclear physics to the NFL, and now steering the ship at Financial Athlete Capital, Alvin's path is nothing short of inspirational. Tune in to learn how discipline, a minimalistic approach, and smart investing can transform your financial future.
Main Points:
- The Versatile Journey: Explore Alvin's transition from a nuclear physicist and NFL athlete to a real estate and private equity visionary.
- Building Financial Athlete Capital: Discover the foundation and mission behind Financial Athlete Capital, and how it's helping professionals and athletes secure their financial future.
- Investment Philosophy: Unpack Alvin's approach to real estate investment, focusing on cash flow, asset appreciation, and why multifamily properties in the Midwest and Southern California are his targets.
- The Importance of Budgeting: Learn why tracking your income and expenses is the first step towards financial freedom.
- Asset vs. Liability: Alvin discusses the power of investing in assets over liabilities and how this mindset shift can change your financial destiny.
- Lifestyle Creep: Hear Alvin's personal experiences with lifestyle creep in the NFL and how maintaining a disciplined financial approach is crucial.
- Passive Income through Real Estate: Understand the advantages of passive investing in real estate and how it compares to active management.
- The Power of Knowing: Discover why knowing who you're investing with is more important than the amount you're investing.
Actionable Takeaways:
- Start tracking your income and expenses to identify opportunities to invest in assets.
- Consider the benefits of passive income and how it can complement your active income sources.
- Evaluate your investment decisions based on long-term financial freedom rather than short-term gains.
- Research and understand the people and companies you're investing with to ensure alignment with your financial goals.
Resources:
- Alvin's Instagram
- Alvin's LinkedIn
- Alvin's YouTube
- Financial Athlete Capital
Key Highlights:
- Journey to Success: Brett shares his transformative journey from a hands-on general contractor to the pioneer of turnkey real estate businesses, offering a candid look at the trials and triumphs along the way.
- Turnkey Real Estate Explained: Unpack the concept of turnkey real estate businesses and how Brett's approach is revolutionizing investment opportunities for high-income earners, especially physicians.
- Stackable Returns: Discover the layers of profitability in single-family real estate investments, including cash flow, principal pay down, depreciation benefits, and appreciation potential.
- Strategic Depreciation: Learn how strategic real estate investments can mitigate tax burdens, offering a deep dive into the implications of depreciation and tax strategies for high-income professionals.
- The Importance of Multiple Income Streams: Brett and John discuss the critical role of diversifying income sources to safeguard against market volatilities and unforeseen economic downturns.
- Mindset Shifts for Success: Explore the pivotal role of mindset in achieving financial independence. Brett shares insights on nurturing a growth mindset, overcoming limiting beliefs, and the power of disciplined focus.
- Actionable Takeaways:
- Take the Leap: Encouragement to take informed action towards real estate investment, emphasizing the importance of starting small and scaling with experience.
- Educate and Automate: Advice on leveraging education and automation to streamline investment processes and maximize efficiency.
- Community and Connection: The value of surrounding yourself with like-minded individuals and mentors to accelerate your investment journey.
- Resources
- Physician Wealth Systems
- Connect with Brett on LinkedIn
- News Feed Eradicator
- More on Jim Rohn
Episode Overview:
In this enlightening episode of Freedom Investor Radio, host John Pearl engages with Angel Gonzalez, managing partner at Keystone Private Capital. Transitioning from an early career in banking to leading significant projects in commercial real estate, Angel shares his methodical approach to expanding investments and understanding market forces. This conversation offers a bridge for ambitious W2 workers eyeing the potentials of real estate investing.
Key Points:
- Angel's Evolution: Trace Angel’s journey from his initial banking role to his current status as a leader in real estate, focusing on industrial and multifamily properties.
- Revolutionary Real Estate: Learn about an innovative land development project that aims to make housing more affordable through new building technologies.
- Industrial Real Estate Deep Dive: Angel provides expert insights into the industrial real estate market, including choosing the right locations and the benefits of triple net leases.
- Success in the W2 Space: Angel discusses his experiences and achievements in his W2 career, sharing lessons on planning, execution, and financial management.
- Balancing Act: Discover how Angel manages a high-profile career while maintaining a fulfilling family life, offering strategies for integrating work and personal priorities.
Actionable Takeaways:
- The Power of Planning: Emphasize the importance of strategic planning in career, investments, and personal finances.
- Depth over Breadth: Focus your investment strategies and networking efforts for greater impact and returns.
- Understand Your Investment Landscape: Acquire a nuanced understanding of your chosen investment areas, from industrial to multifamily real estate.
- Servant Leadership: Elevate your W2 career by adopting a mindset of service and a commitment to continual learning.
Connect with Angel:Angel's Linkedin
In this transformative episode of Freedom Investor Radio, host John Pearl sits down with multifamily investor, John Casmon, to unravel the secrets behind transitioning from a high-powered corporate job to achieving financial freedom through real estate investment. Dive deep into the insights of a former corporate marketer turned real estate powerhouse, as he shares his journey, strategies, and the mindset shifts necessary to leap from the security of a W2 job to the abundance of real estate investing.
Key Takeaways:
- The Catalyst for Change: John Casmon shares the personal and professional turning points that propelled him from a lucrative career in corporate America to the uncertain yet rewarding world of real estate investment.
- The Power of Multifamily Investments: Discover how John navigates the complex climate of real estate to find, fund, and flourish in multifamily investments, even in the most volatile markets.
- Investment Strategies for High Earners: Learn the criteria that John uses to define a 'good deal' and how high-income W2 workers can apply these strategies to elevate their investment portfolio beyond the traditional 401k.
- The Midwest Advantage: Uncover why the Midwest is becoming the darling of the real estate industry and how its stability can be a game-changer for your investment strategy.
- Navigating Passive vs. Active Investment: Gain clarity on the roles and rewards of being an active vs. passive investor in large real estate deals, and how to decide which path aligns with your financial goals and lifestyle.
- Building a Legacy Through Assets: John emphasizes the importance of transitioning from a salary mindset to an asset mindset to truly build wealth that lasts and can be passed down through generations.
Actionable Advice:
- Start Small, Think Big: Begin your investment journey with attainable steps, focusing on accumulating assets over salary increases.
- Educate to Elevate: Continuously seek knowledge in real estate to make informed decisions whether you're actively or passively investing.
- Align with the Right People: The importance of partnering with experienced operators and investors who share your investment philosophy and goals.
Connect with John Casmon:
- Casmon Capital
- Multifamily Insights Podcast
- Connect with John on LinkedIn
Key Takeaways:
- Understanding the Macro: Learn how the Federal Reserve's stance on interest rates impacts the broader economic picture and investment opportunities.
- Real Estate Investment Strategies: Explore the shifting dynamics in real estate, including the impact of rising interest rates on various sectors and how to spot opportunities in a challenging market.
- The Future of Multifamily Investments: Discover the trends affecting multifamily properties and how to adapt investment strategies to capitalize on the evolving market conditions.
- Navigating Industrial and Energy Investments: Gain insights into the industrial sector's growth drivers and the compelling case for investing in oil amidst global energy shifts.
- Investing Wisdom: Ben emphasizes the importance of understanding your investment, staying disciplined, and adopting a long-term perspective akin to that of the ultra-wealthy.
Actionable Advice:
- Educate Yourself: Before making investment decisions, ensure you're well-informed about the asset class and the specific opportunities it presents.
- Seek Opportunities in Adversity: Learn to identify and act on the opportunities that arise even in challenging economic conditions.
- Diversify Wisely: Understand the benefits of diversifying your investment portfolio across different asset classes, including private alternatives, to mitigate risk and enhance returns.
Resources:
- Invest with Aspen Funds
- Invest Like a Billionaire Podcast
- Newmark U.S. Capital Markets Report
- Ben's LinkedIn
Join us on Freedom Investor Radio as host John Pearl engages with Craig McGrouther, the Director of Business Development at Lone Star Capital. Explore the nuances of multifamily real estate investing and glean insights into creating a successful investment journey.
Key Points:
- Lone Star's Niche:
- Focused approach in multifamily housing in Texas.
- Strategies for acquisition and adding value.
- Craig McGrouther's Real Estate Evolution:
- Transition from residential to multifamily investments.
- Key sales techniques and the power of effective listening.
- Investment Perspectives:
- Comparing single family vs. multifamily investments.
- The advantages of passive investing and debunking myths.
- Future Real Estate Trends:
- Real estate market outlook for 2024 and beyond.
- Strategies for leveraging market cycles.
- Achieving Balance:
- Juggling personal life, work, and financial ambitions.
- The role of discipline and effective time management in success.
Connect with Craig:
- LinkedIn: Craig McGrouther
- Lone Star Capital
- Rob Beardsley on YouTube
- Structuring and Raising Debt and Equity
- The Definitive Guide to Underwriting Multifamily Acquisitions
In this episode, host John Pearl chats with Adam Penn about his transition from software development to building a lucrative real estate and oil & gas investment portfolio. Learn about the power of passive income, out-of-state investing, and the critical role of goal setting.
Key Points:
- Adam's move from tech to real estate, starting with short-term rentals in his home.
- Scaling his real estate business while adapting to California's labor laws.
- The strategic pivot to investing in properties across various states.
- Real estate syndication insights and the importance of investor relationships.
- The addition of oil & gas investments for diversification and tax benefits.
Actionable Takeaways:
- Leverage real estate as a starting point for passive income.
- Expand investments geographically for greater opportunities.
- Build a solid team to manage growing business demands.
- Diversify with oil & gas to bolster your investment portfolio.
Connect with Adam:
- Email: adam@bidwellcapital.com
- Text: 530-230-0557
In this episode of Freedom Investor Radio, host John Pearl takes a deep dive into the evolution of his investment strategy and life balance. He shares the ups and downs of his journey, aiming to inspire and guide listeners toward a more sustainable and fulfilling path to financial freedom.
Key Takeaways:
- Shifting Investment Strategies:
- John reflects on his initial goal of achieving financial independence through real estate by 2025 and why this plan evolved.
- The impact of market conditions, such as the federal funds rate, on his investment decisions and the reality check of managing a passive income strategy.
- The Balance Between Work, Family, and Investing:
- The personal toll of juggling a demanding job, young family, and the pursuit of real estate investing.
- The transition from active to passive investing as a means to reclaim time and maintain family connections.
- Realistic Financial Goals:
- Adjusting the timeline for financial independence from 40 to 45 for a better life balance.
- The value of a stable job during uncertain market conditions and how it plays into the overall investment strategy.
- Personal Development & Financial Growth:
- The importance of self-improvement and personal growth in increasing your earning potential.
- Strategies for reducing expenses and smartly managing finances to foster investment opportunities.
- Actionable Challenge:
- John introduces a self-assessment challenge to help listeners evaluate their actions towards achieving their financial goals.
- Encouragement to reflect on personal defining moments that fuel the drive for financial independence and how to use them as motivation.
Connect:
- Reach out to John at john@freedominvestor.io or on LinkedIn to share your thoughts or questions on the topics discussed in this episode.
Get ready for a reflective and insightful episode that prompts a thoughtful examination of your investment journey and life priorities. Tune in and take a step closer to a well-balanced financial future!
Remember to subscribe to Freedom Investor Radio for more insightful episodes and follow John’s journey towards achieving financial freedom in a balanced and realistic manner.
Welcome to another enriching episode of Freedom Investor Friday! Today, your host John Pearl delves into the economic currents and explores the compass of real estate and Bitcoin amidst the financial turbulence. Join John as he deciphers the government’s fiscal stance and its rippling effect on your investment horizon.
Key Takeaways:
- Gratitude Amidst Global Unrest:
- Cherish the relative safety and opportunities the US offers, despite global turmoil.
- Income vs. Cost of Living:
- Highlighting the rising income and home price disparity in the US.
- Rising Interest Rates and Inflation:
- Understand the Federal Reserve's stance on inflation and the actual price hikes impacting your pocket.
- Janet Yellen’s Economic Forecast:
- Unpacking the Treasury Secretary's outlook on interest rates and what it means for the economy and investors.
- The Debt Conundrum:
- Delve into the debt dynamics, its impact on GDP, and the government's potential maneuvers.
- Investing Amidst Inflation:
- Real estate and Bitcoin as viable hedges against inflation and erratic government spending.
- Eyes on Bitcoin:
- Stay tuned for upcoming episodes diving deeper into Bitcoin’s unique attributes and its place in your investment portfolio.
Actionable Insights:
- Evaluate your investment strategy in light of the current economic scenario and potential inflationary trends.
- Consider diversifying into hard assets like real estate and cryptocurrencies to hedge against financial uncertainties.
- Stay informed on fiscal policies, and adapt your investment approach to navigate through the economic winds.
Resources:
- Article referenced in episode
Welcome to another episode of Freedom Investor Radio! Your host, John Pearl, sits down with Marcelo Valdez, a seasoned real estate entrepreneur, to explore the potential of Accessory Dwelling Units (ADUs) as an alternative investment strategy. Discover how Marcelo has leveraged ADUs to create a steady stream of income and why this real estate niche is a growing trend across the country.
In This Episode, You Will Learn:
- Marcelo’s Journey into Real Estate: From initially dabbling in real estate to fully immersing himself in the world of ADUs, Marcelo shares his experiences and the challenges he faced along the way.
- The ADU Advantage: Discover the benefits of investing in backyard apartments, from additional income streams to potential tax advantages.
- Building The Right Team: Marcelo delves into the importance of having a capable team, from project managers to acquisition managers, in efficiently running real estate projects.
- The Wholesaling Business: How Marcelo’s wholesaling venture complements his ADU projects and gives him a leg up in the competitive San Diego market.
- Staying Focused in Real Estate: Marcelo emphasizes the importance of staying focused and patient, resisting the allure of get-rich-quick schemes in the real estate industry.
- Work-Life Harmony: Marcelo shares insights on maintaining a balanced lifestyle while hustling in real estate, underscoring the importance of taking breaks and spending time with loved ones.
- Networking and Mentorship: The significance of networking with like-minded individuals and seeking mentorship to accelerate your real estate investing journey.
Actionable Takeaways:
- Explore ADUs: Consider looking into the ADU market in your locality. It could be a lucrative investment opportunity waiting to be tapped.
- Build Your Team: Assemble a competent team to ensure your real estate projects run smoothly.
- Seek Mentorship: Find a mentor who can guide you through the intricacies of real estate investing, helping you avoid common pitfalls.
- Stay Focused: Whether you're a W2 worker or self-employed, focus on your goals and be patient as real estate is a get-rich-slow scheme.
Resources:
- Website: Check out Marcelo's guide on ADUs at The Next Wave Group
- Connect with Marcelo on Instagram @themarcelovaldez
In this episode of Freedom Investor Radio, your host John Pearl sits down with the dynamic Chris Larsen, founder and principal at Next Level Income. From initiating his journey in real estate during college to sharing powerful insights on time mastery, Chris unpacks lessons from his rich experiences. Dive into the intriguing world of senior housing investments, house hacking, and glean tools to optimize every hour of your day.
Key Takeaways:
- Beginning in Real Estate: Chris’s initiation into real estate was marked by the purchase of his first single-family property at just 21 during his time at Virginia Tech. Grasp the nuances of 'house hacking' as a potent strategy for young investors.
- Stock Market vs. Real Estate: Understand why Chris transitioned from the oscillating world of day trading to the more steady terrain of real estate.
- Senior Housing Investments: Chris provides an in-depth look into senior housing. Discover his journey from being a keen observer to an influencer in this niche market.
- Operational Efficiency & Tools: Chris unveils his strategies for effective time management, which tools he leans on, and why prioritizing personal health and family can lead to business success.
- Partnership & Complementing Skill Sets: Unravel the magic of partnering with individuals whose strengths align with your weaknesses. John and Chris discuss the significance of recognizing one's unique capabilities and merging them with the right collaborators.
Actionable Advice:
Always focus on your health and well-being first, followed by family and then business priorities. Allocate time wisely, understanding where your strengths lie, and consider collaborating with those who complement your skill set.
Links & Resources:
- Next Level Income (Get a free copy of Chris Larsen's book detailing his journey and insights)
- The Alchemist by Paulo Coelho (A recommended read by Chris)
Connect with Chris:
In this riveting episode, John dives deep with Kim Daly, one of the nation's top franchise consultants, unearthing the secrets behind the thriving world of franchising.
Main Points:
- The Franchise Mindset: Kim's perspective on why franchising isn't just about burgers and fries but offers a myriad of opportunities across industries.
- Path to Ownership: An exploration of the different phases from discovery to launching your franchise, and the typical timeline involved.
- Investing Smartly: Understanding the critical differences and potential advantages between brick and mortar versus service-based franchises.
- Incentivizing Key Players: The art of aligning incentives, especially for General Managers, to ensure the success of your franchise operation.
- Real Estate Realities: The pros and cons of owning the property for your franchise versus leasing and how it impacts your bottom line.
Actionable Takeaways:
- Start Now: Don't wait for a crisis to jumpstart your entrepreneurial journey.
- Educate Yourself: Explore franchises outside the typical food industry for potentially higher returns.
- Structure Matters: Consider how to best incentivize your team, particularly if you're not in the day-to-day operations.
- Seek Expertise: Benefit from consultants like Kim Daly, who can guide you through the franchising maze, enhancing your chances of success.
Connect with Kim: Dive deeper into the world of franchising by visiting Kim Daly's website and her rich collection of insights on her YouTube channel.
Key Takeaways:
- Returning to the Basics is Crucial: Sometimes, amidst life’s complexities, going back to basics can help reorient and rejuvenate us.
- Preparation Starts the Night Before: Setting yourself up for the next day is a game-changer. Planning and intentionality lay the foundation for productive days.
- Morning Routines Matter: From quick workouts to focused meditation, a structured morning routine sets the tone.
- Affirmations vs. Transparent Self-talk: It's okay to question yourself, but use those moments to evaluate your journey and realign with your goals.
- Journaling Offers Clarity: Write down long-term goals daily, review them, and keep track of your progress.
- Focus is Everything: Protect your mental space and avoid distractions that pull you away from your goals.
Episode Summary:
In this heart-to-heart episode of "Freedom Investor Friday," host John Pearl dives deep into a personal journey of feeling off track and finding his way back. August was challenging, with personal and family commitments taking precedence. However, John illustrates the importance of the basics that have always brought him clarity. From diligent pre-day preparation and enriching morning rituals to transparent self-talk and daily journaling, John shares actionable advice to help listeners move their own needles forward. Wrapping up, he emphasizes the importance of intentionality in our daily consumption - a gentle reminder that what we feed our minds affects our overall mindset. Join John in this raw and genuine discussion, offering solace and strategies for those feeling overwhelmed.
Want more? Reach out to John Pearl (john@freedominvestor.io) with your questions, feedback, or episode requests. Dive into the world of real estate investing and discover how grounding practices can elevate your success journey.
- Max Gonzales shares the allure and trials of the real estate journey.
- Recognizing prime real estate spots is more art than science.
- Real estate: A rewarding but challenging investment avenue.
- Avoid beginner pitfalls: due diligence is key.
- Understand property valuation before diving in.
- A diverse real estate portfolio is a resilient one.
- Balance between residential and commercial properties for stability.
- Tapping into international markets can offer surprising benefits.
- Market downturns? Adaptability and foresight make the difference.
- Embrace the digital: modern tools reshape real estate strategies.
- Golden nuggets:
- Start where you are, but always aim higher.
- Networking: your strongest ally in real estate.
- Stay updated: the real estate world is in constant flux.
Thanks for joining us for this insightful episode with Max Gonzales. Equip, learn, and grow in the realm of real estate. Catch you next time!
Welcome to a riveting conversation with real estate guru Adam Gower, Ph.D., who brings a unique perspective to the world of real estate investment with his deep knowledge and industry experience. This episode covers a lot of ground from the challenges of staying focused, the importance of being adaptable, and how to navigate and protect investments in uncertain times.
Key Highlights
- Adapting to Change – Adam opens up about the significant changes they've had to make at OurCrowd in the face of the pandemic. One such adjustment was moving away from automated social media posts to content that helped people understand the impact of Covid on commercial real estate.
- Shifting Market Dynamics – Adam talks about the reality of distressed real estate market conditions, dealing with interest rates, and inflation, and how their focus has shifted to understanding these dynamics to help their investors come out on top.
- The Reality of Distressed Real Estate – In an exciting turn, Adam shares details about his newly written book, "The Reality of Distressed Real Estate." A comprehensive analysis of the different ways real estate can become distressed, this book serves as a guide for anyone seeking opportunities in buying discounted, distressed deals.
- Advice for Aspiring Investors – In the face of uncertainty, Adam's primary advice is that real estate will not give you control without hard work. To be successful in real estate, one needs to be diligent and pragmatic, understanding that there are no shortcuts to wealth.
- Finding Freedom through Real Estate – Despite the hard work involved, Adam talks about how one can build wealth, earn passive income, and potentially replace earned income from a salary through real estate - but only with dedicated effort and attention.
- Stay Connected with Adam Gower – For those interested in following along with Adam's updates and gaining more insights into real estate syndication, crowdfunding, and market news, sign up for the free newsletter at GowerCrowd.com.
Today's episode brings together a wealth of practical advice for both seasoned investors and those just beginning their journey in the world of real estate. Adam's knowledge and advice make this a must-listen for anyone wanting to gain deeper insights into the evolving real estate market. Listen in, learn, and start taking control of your financial future today!
Quick Takeaways:
- Look for ways to increase earnings without raising workload.
- Prioritize tasks effectively during challenging times.
- Stay focused on your goals, regardless of distractions.
- Define your 'why' to keep you motivated and on track.
- Feed your mind with beneficial, valuable content to maintain focus.
Join John Pearl as he shares the real life perrils of working to break free from a 9-5 job to a full time real estate investor. Learn about his struggles, decisions, and strategies to balance personal life, career growth, and his goals in the realm of real estate.
John reveals how he maintains focus amidst life's chaos by eliminating distractions and prioritizing his commitments. Drawing inspiration from Gary Keller's "The One Thing" and John Soforic's "The Wealthy Gardener," John highlights the significance of pinpointing your 'why' in the face of adversity and distractions.
Tune in to gain insights into John's quest for freedom and control in life, and learn how to keep your compass pointed towards your personal and professional goals.
Stay inspired and keep striving for a life of freedom and control.
For any questions or thoughts, reach out to John at John@freedominvestor.io. Don't miss our next episode!
In this eye-opening episode, we sit down with finance guru Vance Lowe, a seasoned expert in the field of private banking and financial planning. Vance brings a fresh perspective on the concept of infinite banking, discussing its benefits and how individuals can harness this powerful tool for financial independence.
Key Takeaways:
- Understanding Infinite Banking: Vance Lowe demystifies the concept of infinite banking, explaining how it serves as a self-financing strategy where one becomes their own bank. He emphasizes the importance of having a solid understanding of this concept as a foundation before diving into it.
- The Four Cornerstones of Success: Vance elaborates on the four cornerstones of success in infinite banking: Education, Process, Product, and Support. Each element plays a crucial role in developing and sustaining a successful infinite banking system.
- The Power of Compound Interest: According to Vance, one of the keys to financial success is understanding the power of compound interest. He explains how this concept is crucial in the world of infinite banking and how it contributes to wealth growth.
- Taking Control of Your Money: Vance encourages listeners to shift their mindset about money management. He believes that individuals should be in control of their finances, emphasizing the importance of driving your own car, metaphorically speaking.
- Navigating Financial Risks: Discussing the potential risks involved in infinite banking, Vance assures listeners that the system itself poses no inherent risk, as long as individuals stay committed to their plan. He also highlights the importance of discipline in ensuring the strategy works.
- The 401k Alternative: Vance shares his thoughts on the traditional 401k plans and discusses how infinite banking can serve as a viable, and potentially more beneficial, alternative.
- Advice on Success with Infinite Banking: Vance provides actionable advice on how to succeed with infinite banking, including the importance of paying oneself first, reframing financial outflows into inflows, and rethinking the role of compound interest.
Actionable Advice:
- Invest in education about infinite banking before getting started.
- Always pay yourself first. Remember, you can't ever succeed with money if you spend the principle.
- Convert your outflows into inflows. Capture your payments and pay yourself back.
Resources:
- To learn more about Vance Lowe's financial strategies, visit privatebankingstrategies.com, where you can download a free book about his personal journey with infinite banking and sign up for a free-of-charge eight-year financial analysis.
Tune in to this enlightening episode and embark on your journey towards financial freedom through infinite banking with Vance Lowe!
In this captivating episode, we dive into the world of real estate investing and the journey of Jordan DeSilva of Web City Properties. Join us as Jordan shares his insights, experiences, and strategies for creating a life of freedom, impact, and success through real estate entrepreneurship.
Episode Highlights:
- Setting the Foundation: Jordan's early exposure to real estate and the invaluable lessons learned from his father, which shaped his mindset and ignited his passion for creating impact through real estate.
- Unconventional Path to Success: Discover how Jordan shifted his perspective and embraced real estate as the ultimate vehicle for achieving his dreams and making a positive difference in the community.
- Navigating Investor Relationships: Gain valuable insights into the importance of finding aligned investors and creating win-win partnerships that focus on long-term impact and financial returns.
- Engaging Passive Investors: Learn how to address the fears and concerns of passive investors in a volatile market by educating them about the investment, speaking their language, and showcasing the data-driven strategies that ensure a successful venture.
- Behind-the-Scenes Operations: Explore the inner workings of Web City Properties, from the key roles within the company to the software and systems utilized for property management, acquisitions, and data analysis.
- The Power of Vision and Mindset: Understand the critical role mindset plays in achieving the life you desire, including cultivating a clear vision, taking intentional action, and learning from inspiring individuals who have succeeded in their own pursuits.
- Future Growth and Impact: Get a glimpse into the ambitious plans of Web City Properties, including expanding into new markets, acquiring larger multi-family assets, and pursuing development projects that enhance communities and generate substantial returns.
- Escaping the Status Quo: Discover the one piece of advice Jordan offers to those seeking to break free from their current situations, create a life of freedom and control, and pursue their entrepreneurial dreams.
- Connecting with Jordan: Find out how to connect with Jordan DeSilva and follow along with Web City Properties' journey through social media platforms and their investor website, where you can access valuable insights, market updates, and impactful projects.
Join us in this inspiring conversation as we unlock the potential of real estate investing and discover how to build a life of impact, purpose, and financial freedom. Whether you're a seasoned investor or just starting your journey, this episode will provide valuable guidance and motivate you to take decisive action towards realizing your dreams.
In this captivating episode of our podcast, we sit down with Trevor Scelso, the dynamic entrepreneur behind 20+ Capital. Trevor shares his journey from working a traditional 9 to 5 job in the mortgage industry to finding freedom and control through short-term rental real estate investing.
This podcast is an enlightening narrative filled with essential insights about the short-term rental market, investing strategies, and the power of financial education.
Key Discussion Points:
- Starting Point: Trevor opens up about his initial foray into the short-term rental industry, sparked by his passion for travel and a natural inclination towards real estate.
- From Mortgage to Magic: A compelling discussion on Trevor's transition from the mortgage industry to real estate investing and how that shift has transformed his life.
- Systemic Approach: Learn about Trevor's system for managing properties remotely. His insights into the crucial role of a strong on-ground team and the importance of having a reliable cleaning crew offer invaluable guidance for property management.
- The Technology Edge: Trevor details his use of technology and software to streamline processes, optimize listings, adjust prices based on supply-demand dynamics, and even manage tax filings.
- Team Dynamics: An in-depth look into the roles and responsibilities within Trevor's team, highlighting the importance of division of labor in ensuring efficient property management.
- Risks & Recession: Trevor addresses concerns about the potential impact of economic downturns on the short-term rental market, sharing his strategies for weathering a recession by focusing on resilient hospitality sectors.
- Breaking Free from the W2 World: Trevor shares his top advice for those looking to escape traditional employment and create a lifestyle of freedom and control through real estate investing or entrepreneurship.
- Contact Information: Interested in learning more about Trevor or getting involved in short-term rental real estate? Check out 20+ Capital at www.20pluscapital.com.
This is an episode filled to the brim with actionable advice, strategic insights, and a healthy dose of inspiration. Whether you're an experienced investor or just starting out, Trevor's story will offer you a fresh perspective on real estate investing and the potential of the short-term rental market.
In this episode, John Pearl shares valuable insights on what he would have done differently from a business and investing standpoint if he were to start over in his early twenties.
- The importance of having a long-term financial mindset and envisioning the life you want to live in 10 to 20 years.
- Encouragement to think big and believe that anything is possible, citing examples of successful entrepreneurs who started from average backgrounds.
- Emphasizing the power of self-education over traditional college education, with a quote from Jim Rohn: "College education will make you a living, but self-education will make you a fortune."
- Practical tips for intentional self-education, including leveraging online resources, books, and educational YouTube content.
- The significance of replacing social media distractions with educational content related to your interests.
- The importance of surrounding yourself with like-minded individuals who share your goals and aspirations.
- Stepping out of your comfort zone to meet new people, attend meetups, and join networking groups in your field of interest.
- Exploring the concept of compounding in various areas, such as money, relationships, and education, and how it can lead to exponential growth.
- Taking calculated risks while young and having fewer responsibilities, understanding that failures are learning opportunities.
- Encouraging a mindset shift where failure is viewed as a stepping stone to success, and not being overly concerned about what others think.
- Highlighting the significance of building a support network of individuals who believe in your goals and dreams.
In this insightful episode, John engages in a fascinating conversation with Kenny Johnson, a young entrepreneur navigating the challenging terrains of real estate investing.
- The Journey Begins: Kenny shares his beginnings in the real estate industry, starting with his experience of renting out his own house to Airbnb guests. He found his passion for real estate through the process of creating comfortable spaces for people to call home, even if it's temporary.
- Overcoming Challenges: Kenny talks about the hurdles he faced during his real estate journey. From his struggle with finding the right information to learning the importance of persistence and consistency, Kenny's experiences are a testament to his determination and commitment.
- Lessons from Mentorship: Kenny expounds on the value of mentorship and how it's helped him fast track his real estate journey. He highlights the importance of learning from others' experiences, and taking calculated risks with the guidance of seasoned professionals.
- The Misconceptions of Wealth: Kenny shares his thoughts on wealth and the misconceptions associated with it. He believes that the ultimate wealth is having freedom of time. He also shares his advice for those wishing to leave their regular jobs and transition to a lifestyle where they're in control of their time. According to Kenny, identifying your "Thrive Zone" — an area of life where you excel and enjoy — is the key to this transition.
- Connect with Kenny: Kenny shares his Instagram handle, @EastWest864, where he makes regular updates about his real estate journey.
Don't miss this enlightening episode with Kenny Johnson as he shares his experiences and insights into achieving financial freedom through real estate investing.
Have you ever wondered what it takes to break free from the conventional 9-5? Take a deep dive into an enlightening conversation with Schuyler Cadwalader, a successful architect who left his established career to make a significant impact in the realm of real estate investing. Through the highs and lows, Schuyler unlocks the secret to financial freedom and shares valuable wisdom to inspire you on your own journey.
Episode Highlights:
- Schuyler candidly shares his extraordinary transition from the architectural field to founding Upwealth Capital, leaving a noteworthy imprint on real estate investing. His story serves as a reminder to dream big and truly believe in your ambitions.
- He demystifies the concept of financial freedom, underscoring that it's not about leading a life of luxury, but about regaining control over your time. Schuyler sheds light on the profound role of passive income in achieving this liberty.
- Schuyler emphasizes the importance of networking and maintaining focus amidst a world full of distractions. His mantra: "You are the average of the five people you spend the most time with."
- For those yearning to break free from the traditional W2 world, Schuyler offers a gem of advice - fully immerse yourself in your area of interest, eliminate distractions, and take the bold leap of faith!
Connect with Schuyler:
Reach out to Schuyler Cadwalader on LinkedIn, delve into the offerings of Upwealth Capital, and secure your copy of his free e-book - it could be the catalyst for your journey towards financial freedom.
If you're a newbie to this landscape, consider this episode your basic roadmap, guiding you towards a successful and rewarding journey in real estate.
Key Points From This Episode:
- Analysis Paralysis: Don't find yourself stuck in the endless cycle of analyzing properties without taking any definitive steps forward. While learning and studying the market are crucial, taking action is key to mastering the art of real estate investing.
- Setting Goals: Define your personal and family goals in relation to your real estate investment. If you aim to quit your job and rely solely on cash flow from properties, then you have a different risk tolerance compared to someone looking for a more conservative approach to build generational wealth.
- Risk Tolerance: Choose an asset class that aligns with your risk tolerance. Understand that some assets, like short-term rentals, can be more high-risk and subjected to market fluctuations and local regulations.
- Asset Classes & Education: After identifying your risk tolerance and goals, select an asset class to focus on. Spend time educating yourself on this chosen path. Remember, it’s easy to fall into the shiny object syndrome, so concentrate on becoming an expert in your chosen asset class.
- Market & Team Building: Once you've zeroed in on an asset class, choose the market you want to focus on. Conduct thorough research to ensure a good mix of jobs in the area for your potential tenants. Start building a solid team, including agents, brokers, property managers, and contractors.
- Property Search: Only once you've solidified the above points should you start looking for properties. There’s a method to the madness, and jumping into property hunting prematurely could be counterproductive.
- Passive Investing: If you're not yet comfortable with diving headfirst into active real estate investing, consider passive investing in larger asset classes like multifamily apartment buildings. This can be a great way to learn the ropes while still benefiting from owning real estate.
- Continued Learning & Persistence: Finally, remember that failures are inevitable. They are not the end of the world but stepping stones to success. Keep learning, adapt, and remain persistent in your efforts.
Introduction:
- Molly shares her background and how she started her journey as a virtual assistant.
Main Discussion:
The benefits of hiring a virtual assistant:
- Molly explains the advantages of hiring a virtual assistant, such as time-saving, increased productivity, and cost-effectiveness.
- She highlights how virtual assistants can handle various tasks, allowing entrepreneurs to focus on core business activities
Common misconceptions about virtual assistants:
- Molly addresses misconceptions people may have about virtual assistants, such as assuming they only perform administrative tasks or that they are not as reliable as in-house employees.
- She emphasizes that virtual assistants can handle a wide range of tasks and can become valuable long-term team members.
The biggest mistake people make when hiring a virtual assistant:
- Molly emphasizes the importance of dedicating time to properly onboard a virtual assistant.
- She advises scheduling dedicated time for training, building a personal relationship, establishing communication channels, and ensuring a smooth password handover process.
- Regular check-ins and feedback are also crucial for building a successful working relationship.
Lessons learned on the entrepreneurship journey:
- Molly shares her insights on the importance of learning to say no and not feeling obligated to accept every opportunity or project.
- She emphasizes the value of following intuition and making choices that align with personal goals and values.
Advice for those looking to escape the 9-to-5 world:
- Molly encourages individuals to create a career around their life, not the other way around.
- She highlights the various alternatives to traditional corporate jobs, such as becoming an executive virtual assistant, and emphasizes the freedom and flexibility these options can offer.
Resources:
- Molly Rose Speed's website: mollyrosespeed.com
- Molly Rose Speed on Instagram: @mollyrosespeed
- Virtual Assistant Academy: virtualassistantacademy.com
- Virtual Assistant Management for hiring: virtualassistantmanagement.com
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom.
How a preferred return works
Wall Street Journal article: A Housing Bust Comes for Thousands of Small-Time Investors
In this power-packed episode, we have an insightful conversation with Zach Haptonstall, the Co-Founder and CEO of Rise48 Equity, a highly successful Phoenix-based real estate investment firm. From his beginnings in broadcast journalism to his meteoric rise in the real estate sector, Zach unveils the turning points, struggles, and triumphs of his entrepreneurial journey.
Key Points:
- Origins: Zach shares about his initial career in sports broadcasting and the life-altering decision to take a leap of faith into real estate . He reveals how his job in healthcare marketing became a stepping stone into the real estate business, enabling him to form important relationships with investors.
- The Transition: Diving into his transition, Zach walks us through the process of quitting his well-paying job and selling off his belongings to delve full-time into real estate investing. Hear about his trials and tribulations during the initial phases, including flipping houses, a challenging first multifamily property deal, and his eventual evolution into the multifamily syndication space.
- Rise48 Equity: Learn about Rise48 Equity, the investment firm Zach co-founded, and its phenomenal growth trajectory (Part 3). Despite starting from ground zero, the firm now oversees assets worth $1.4+ BILLION, reflecting Zach's remarkable leadership and investment acumen.
- Learning Curve: Zach delves into the learning curve he and his team experienced while growing Rise48 Equity. He discusses the importance of relying on your team, developing systems, and the power of adaptability in business.
- Investment Strategy: Zach provides an overview of their investment strategy, focusing on properties with value-add potential in specific Arizona markets. He emphasizes on the robust economic indicators of the chosen markets, and the rationale behind focusing on B and C class properties.
- Advice to Aspiring Investors: Zach shares his advice for those looking to escape their 9-to-5 jobs and plunge into full-time real estate investing. His insights range from understanding what kind of investor you want to be, setting up clear goals, devising a plan, and then, committing to the grind. He stresses the importance of self-discovery and aligning your real estate goals with your lifestyle.
Join us in this enriching conversation to glean invaluable lessons from Zach Haptonstall's remarkable journey and discover strategies that could propel your own real estate investing career!
Contact Zach: Website - rise48equity.com Email - zach@rise48equity.com
Featured Guest: Zach Haptonstall, Co-Founder and CEO, Rise48 Equity
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom.
In this episode, John speaks with Caleb Johnson, founder of Red Sea Capital, a successful multi-family real estate investor who shares his origin story and journey to success at an early age.
Throughout the episode, a range of topics are discussed, including:
- Caleb's origin story and why he got into real estate investing.
- The importance of realizing that other people can do things better and more efficiently (the-who-not-how approach).
- Caleb's journey from residential real estate to managing multiple double-digit properties.
- The key differences between residential and commercial real estate investing.
- Highlights from Caleb's achievements.
To learn more about Caleb and Red Sea Capital, check them out using the links below:
Red Sea Capital Group
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom.
In the most recent installment of Freedom Investor Radio, John welcomed Ken Gee, the Managing Member of KRI Partners, as a special guest.
Throughout the episode, they delved into a range of subjects, including:
● Tom's personal and professional history.
● How he embarked on his entrepreneurial path.
● The nature of KRI Partners' operations.
● Ken Gee's observations and recommendations for those interested in investing in real estate.
To reach out to Ken and learn more about KRI Partners, check them out on this link below:
KRI Partners
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
On the latest episode of Freedom Investor Radio, John is joined by special guest, Tom Dunkel, the Chief Investment Officer of Belrose Storage Group.
During the episode, they cover various topics including:
- Tom's background.
- His transition from being a W2 employee to an entrepreneur.
- The origin of Belrose Storage Group,
- A comparison between multi-family and self-storage.
To learn more about Tom and Belrose Storage Group, check them out using the links below:
Belrose Storage Group
Belrose Storage Group Facebook page
Belrose Storage Group LinkedIn page
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
Megan Winterberg had a successful career in corporate America. However, she felt stifled by the capped salary, office politics, and unfulfilling work, which made her dread the nine-to-five grind. Determined to break free from the golden handcuffs, she decided to pursue a new path and get her lending license. At first, Megan saw lending as just a side hustle, driven by her own negative experiences as a buyer. She soon realized she had a natural talent for the lending game. These days, Megan's schedule is packed with managing her investments, new acquisitions, and rehabs, all while helping her lending clients achieve the same degree of success. Megan has even created a side hustle to help others set up their listings and train them on the functionalities of this exciting new way of life! In today’s conversation, we discuss everything you need to know about real estate investing, financing, and lending. From buying and remote managing to financing deals and short-term rentals, we've got you covered! Tuning in, you’ll learn how Megan leveraged her assets for bigger investments, why being frugal with your money is vital, and the pros and cons of switching from multifamily to short-term rentals. Discover the latest strategies for scaling your lending business and learn how to find top vendors, pick the best markets, and manage remote rehabs with ease. Anyone looking to succeed in real estate won’t want to miss today’s episode, so tune in now!
Key Points From This Episode:
• Insight into Megan’s background, her upbringing, and her entrepreneurial journey.
• Her initial impressions of real estate investing and why she decided to pursue it.
• Why she chose to focus on the Great Smoky Mountains of Tennessee real estate market.
• Details about Megan's real estate portfolio and the challenges she faced in developing it.
• How she was able to accumulate capital and her approach to investing.
• Misconceptions surrounding the short-term market.
• How essential knowledge about finance and lending is for real estate investing.
• Recommendations for people who are interested in the short-term rental space.
• An overview of Megan's approach to managing properties, workflow, cash flow, and a team.
• What it has been like working with her husband and what their long-term vision is.
• A look at her day-to-day routine and how she balances business with family.
• How Megan is helping other women achieve success in the space!
Links Mentioned in Today’s Episode:
Megan Winterberg on Instagram
Megan Winterberg on LinkedIn
Megan's Cabin Portfolio on Airbnb
The Mortgage Shop
Relay Financial
The Millionaire FastlaneFreedom Investor
John Pearl on LinkedIn
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
Today’s guest believes that any year can be a good year to invest in real estate! Brian Armstrong is the founder and managing partner of Progress Capital Group and their focus is on helping busy professionals generate passive income from real estate! Tuning in, you’ll hear all about Brian’s upbringing, college education, and what brought him to real estate investing. With a background in engineering, Brian thinks that his analytical brain is partly what has made him a good active investor since 2012. We delve into where he invests, why he’s chosen multifamily, and why he believes you should never keep all your investment ‘eggs’ in one basket. Brian opens up about how he balances his busy work life with his family life before reflecting on the good and the bad of his investment career. Finally, he shares some invaluable advice for people wanting to replace their W2 income with real estate investing. You don’t want to miss out on this one so press play now!
Key Points From This Episode:
• Introducing today’s guest, Brian Armstrong.
• A brief overview of Brian’s upbringing, college education, and what led him to real estate.
• Why Brian chose multifamily instead of single-family.
• Where Brian is investing and why.
• How to invest outside of your local market without being intimidated.
• Why Brian thinks his understanding of finances makes him good at investing.
• Why many engineers make such great real estate investors.
• How Brian balances his tendency to overanalyze.
• What he prefers about property investment and the importance of spreading investment out.
• Why Brian thinks 2023 can be a great year to invest in real estate.
• The importance of knowing how to operate deals.
• How Brian balances work life and family life.
• Our guest reflects on his real estate career and shares what went well and what didn’t.
• His advice for people wanting to replace their W2 income with entrepreneurship or investing.
Links Mentioned in Today’s Episode:
Brian Armstrong on LinkedIn
Progress Capital Group
7 Reasons Savvy Investors Choose Real Estate
Freedom Investor
John Pearl on LinkedIn
Andrea Foley is the CEO of Generational Wealth Capital, a real estate company that is focused on converting hotels into multifamily units. At the age of 25, Andrea got fed up with her W2 job and embraced her entrepreneurial spirit by founding her first company, washing other people’s dirty cloth diapers in the basement of her home. In our conversation, we discuss her childhood of growing up in a family of entrepreneurs, how she founded her first company, why she chose to leave her W2 job, and the struggles she endured when her first company was brand new. Then, we dive into Andrea’s journey to real estate by taking a look at her first two hotel-to-multifamily conversions, her process of building a team for big renovations, common concerns that investors raise with Andrea, and why most investors are suspicious of high-return projections. Finally, Andrea explains how she educates her children on financial literacy and why she’s excited about her upcoming podcast for kids, and she offers some noteworthy advice for those who are looking to leave the W2 world behind!
Key Points From This Episode:•A warm welcome to the CEO of Generational Wealth Capital, Andrea Foley.
•Andrea’s background; what it was like growing up in a family of entrepreneurs.
•How she founded her first company at the age of 25.
•Why she chose entrepreneurship over staying in her W2 job.
•The struggles she endured in the early days of starting her business.
•Andrea’s journey into real estate.
•How she went about converting her first hotel into multifamily units.
•A closer look at her second hotel conversion.
•Her process of building a team for big renovation projects.
•How she decides whether or not to combine rooms during big conversions.
•Common questions that investors have for Andrea, and her responses.
•Why investors are weary of high-return projections.
•How Andrea educates her children on financial literacy (Raise Millionaires).
•Her advice for those who want to leave the W2 world behind.
Links Mentioned in Today’s Episode:Andrea Foley on LinkedIn
Andrea Foley on Instagram
Generational Wealth Capital
Generational Wealth Capital on YouTube
Raise Millionaires
Freedom Investor
John Pearl on LinkedIn
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
What is co-living and the benefits of investing in co-living spaces?
To give us more information about this, we have the pleasure of speaking with Matt Ryan, founder of Re-viv, a private equity investment firm that focuses on real estate investment strategies that benefit both investors and the community. Matt offers valuable insights into the co-living industry and how it is transforming the way people live and invest. He delves into the potential investment opportunities that co-living spaces offer and provides practical tips for investors interested in this burgeoning market.
Key Points From This Episode
- Discussion on the speaker's career path and interest in energy efficiency in buildings
- Overview of the difficulties faced in building science, particularly in scaling the business
- Introduction to the co-living model as a solution to the challenges in the value-added space and workforce housing
- Discussion on the benefits of co-living
- Discussion of Re-viv's co-living model which focuses on affordable housing and community-building, addressing gentrification issues in its portfolio
- Discussion on importance and benefits of energy efficiency in real estate development
- Potential tax savings for green buildings are available but hard to navigate
- Financing mechanisms, like C-PACE financing, and how to possibly get credits for implementing green building elements
- Challenges of being a vertically integrated construction company
- Discussion on the The Opportunity Zones program
- Discussion on the importance of having a clear investment strategy when approaching real estate deals
- Matt advises against starting with small single-family investing deals and investing with experienced investors can be a better option than starting out on your own.
Links Mentioned in Today’s Episode
Re-viv
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
What are you doing to break your golden handcuffs, and is it working? To help you along your road to financial independence, we are joined by an entrepreneur, real estate investor, and the Founding Partner and Managing Principal of MAC Assets, David McIlwaine. After getting a sense of David’s background and how he ended up in his current role, we discuss his initial incursions into real estate investing, how he broke his golden handcuffs, what his favorite asset classes are and why, and everything that he learned from his W2 days. David is passionate about how you can reduce your taxes, rise above living paycheck to paycheck, and how HCEs should be handling their 401(k)s, as well as why real estate should be considered an alternative asset. We end with our guest’s outlook on a good investment portfolio, why stewarding your money is there al game-changer, and how David managed to scale the way he did as a passive investor, plus his advice for novice investors and those looking to break free from the W2 world and live a life of financial freedom! Tune in today for all this and more.
Key Points From This Episode:
•A look at David’s professional background, his current role, and how he got there.
•How he began investing in real estate while still working his sales and advertising job.
•The precursor to syndication: breaking the golden handcuffs.
•David’s thoughts on buying a triplex versus doing a college saving plan.
•His favorite asset classes and what he loves about them.
•What he did well in the W2 space before leaving it (and some of the mistakes he made).
•The importance of understanding where and how you can reduce your taxes.
•Why many people still live paycheck to paycheck, regardless of how high their salary maybe.
•Reasons that David believes you should never double down to payoff an investment.
•What he thinks about 401(k)s and whether HCEs should be maxing theirs out.
•Why he considers real estate an alternative asset.
•What a good portfolio of investments looks like from David’s perspective.
•How to break the golden handcuffs and the importance of stewarding your money.
•Insight into David’s process and the mindset that led him to accumulate 100 doors.
•The tactics and strategies involved in scaling the way that David has as a passive investor.
•Common questions and concerns that he gets from novice and would-be investors.
•David’s parting words of advice: “Steward your money, don’t spend it!”
Links Mentioned in Today’s Episode:
David McIlwaine on LinkedIn
David McIlwaine on Instagram
David McIlwaine on Facebook
MAC Assets
Breaking the Golden Handcuffs PodcastThe Millionaire Next DoorRich Dad, Poor DadThe Millionaire MindFreedom Investor Radio
John Pearl on LinkedIn
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
Courtney Moeller believes that there is a better way to live than entering the rat race and hoping for the best. She joins us in conversation today to discuss carbon capture, oil and gas, blockchain technology, real estate and more! For the past ten years, Courtney has been involved in the investment, exploration, and drilling of over 60 wells throughout Texas. She is a partner at EMPR Investment Group, her real estate portfolio includes multifamily and storage units across the US, and she is heavily involved in the blockchain space, where she is currently working on creating a digital asset platform with lending capabilities. Her goal is to benefit both investors and syndicators, ultimately making the liquidity of real estate a thing of the past. Tune in today to hear all this and more!
Key Points From This Episode:
- An introduction to today’s guest, Courtney Moeller.
- Courtney’s background and what led her to explore blockchain.
- How the opportunity arose to syndicate carbon capture.
- The story of her first syndication with Eric Shelley.
- How setting goals has changed Coutney’s approach to investment.
- The power of surrounding yourself with the right people.
- Courtney’s overview of the carbon capture space.
- Investing in oil and gas to offset tax.
- The step-by-step process of carbon capture.
- Why carbon capture is not limited to the oil and gas space.
- The only issue they have seen during ‘Snowmageddon.’
- What a typical equity multiple looks like.
- Courtney’s prediction that there will be a shift back to nuclear power.
- The blockchain vision and how smart contracts work in the blockchain ecosystem.
- The challenge of educating people on the difference between blockchain and crypto.
- Understanding what ‘syndicated law’ means.
- Exploring what a ‘smart contract’ is.
- Courtney’s advice for shifting your mindset.
- The importance of surrounding yourself with people who align with your mission, vision, and values.
Links Mentioned in Today’s Episode:
Courtney Moeller
Courtney Moeller on LinkedIn
Blockchain Real Estate Report
Carbon Capture Report
Eric Shelley on LinkedIn
EMPR Investment Group
Freedom Investor
John Pearl on LinkedIn
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
How can you use your self-directed IRA to invest in real estate? To help us answer this question, we are joined by Adam Sypniewski, Managing Director at Midland Trust Company. Adam has more than a decade of experience in alternative investments and custody solutions for capital-raising advisers, investors, and other financial services providers. In this episode of Freedom Investor Radio, he explains what exactly a self-directed IRA is and how it differs from a traditional IRA or other means of investment. We also take a look at some of its qualifications and limitations and find out how sophisticated capital raisers can leverage this industry to their benefit, plus so much more. For an in-depth look at investing in real estate with your IRA, be sure to tune in today!
Key Points From This Episode:
- A brief overview of Adam’s career in the alternative investment space.
- Defining a self-directed IRA, who qualifies, and what it can help investors accomplish.
- Transferring money from a 401k to a self-directed IRA.
- How investing through a self-directed IRA differs from more traditional means of investment.
- Ways that a self-directed IRA can help you expand your network and capital sources.
- Self-directed IRAs and active versus passive real estate investments.
- Hurdles, roadblocks, and limitations: why it’s self-directed and not “self-done!”
- Tips for assessing deals to participate in and other options for investors to explore.
- Some of the key advantages of checkbook control.
- A look at timelines, the value of having a deal in mind, and more.
- How you can work with Adam (or another provider).
Links Mentioned in Today’s Episode:
Midland Trust Company
Adam Sypniewski on LinkedIn
Email Adam Sypniewski
Call Adam Sypniewski
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
If you are looking to escape the W2 world and get into real estate, a piece of advice from our guest today is to start small and go bigger, faster, so that you can truly benefit from the leverage that real estate offers. Today, we are joined on the podcast by Bill Hamel, owner of Hamel Real Estate. Bill is an expert when it comes to multifamily real estate investing, having started in the real estate world at the age of 21.
We dive into some lessons he learned throughout his multifamily journey, from what turned on his real estate lightbulb, how real estate altered his life trajectory, and how his business ultimately came together. He shares with listeners some thoughts on entrepreneurship, key takeaways from the previous market downturn, and what he’s focused on these days, criteria-wise. For key insights from someone who’s been in the multifamily investing world for over 20 years, don’t miss out on this episode of the Freedom Investor Radio podcast!
Key Points From This Episode:
• An introduction to our guest, Bill Hamel: what he’s doing and how he got there.
• The book that turned on the lightbulb for Bill.
• Bits of advice from Bill for getting into real estate.
• How real estate altered the life path he was on.
• When and how his official business came together.
• His thoughts on nature versus nurture as it relates to real estate and entrepreneurship.
• Bill’s key takeaways from the previous market downturn (2008-2009).
• His crystal ball predictions for the market.
• The reason Bill is focused on 20-100 unit criteria.
• Why he’s interested in the southern states.
• Reasons why Bill has more recently switched to syndications.
• How protecting his portfolio got him into marathons, triathlons, and other endurance athletics.
• He shares his day-to-day structured routine.
• How Bill’s never-quit attitude sets him apart from others who are doing the same thing.
• A last golden nugget of advice from Bill!
Links Mentioned in Today’s Episode:
Bill Hamel on LinkedIn
Bill Hamel on Email
Bill Hamel Phone Number — +1 (518) 857-9251
Hamel Real Estate
Nothing Down for the 90s
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
People often shy away from short-term rentals for obvious reasons, but in our uncertain economic times, it can be an amazing way to make incredible income! Joining us today on Freedom Investor Radio is the founder of Cattani Capital Group, Jonathan Cattani to tell us about investing in real estate, why you have to add value before asking for anything in return, and the importance of deciding if you want to be active or passive in the real estate investment world. Our guest shares his professional background with us before he tells us all about his daily podcast.
We discuss his preference for short term rentals and why he loves them so much, the importance of debt, what raising capital is like in these unstable economic times, why mainstream news is dangerous, and so much more. Jonathan even shares advice for people wanting to get into real estate capital raising. When asking for something, it is imperative to add value first in order to position yourself as the expert and in this episode, Jonathan highlights the importance of giving before taking. Finally, our guest shares some valuable tips for anyone wanting to replace their W2 income with real estate investment. You don’t want to miss out on this investment expert so tune in now!
Key Points From This Episode:
• Introducing today’s guest, Jonathan Cattani.
• How Jonathan got into real estate and what led him to starting Cattani Capital Group.
• What triggered him to want to switch from the stock market to real estate.
• Jonathan tells us about his podcast, its name change, and why he does it daily.
• Why Jonathan deals with short-term rentals.
• His experience of raising capital in the current economic state and why debt is important.
• Why 2,5x deals are gone for now and why you shouldn’t watch mainstream news.
• How short-term rentals are very nimble and the experience they’re creating.
• Jonathan shares advice for people wanting to get into the space by raising capital.
• The importance of giving and adding value before you ask for something.
• Who Jonathan targets, his avatar, and who his competition is.
• Why Jonathan doesn’t try to sell people on investing.
• Why you must figure out if you want to replace your W2 income with active/passive income.
Links Mentioned in Today’s Episode:
Jonathan Cattani on LinkedIn
Jonathan Cattani on Instagram
Jonathan Cattani Email
Cattani Capital Group
The Cash Flow Chronicles on Apple Podcasts
Raising Capital for Real Estate
Freedom Investor
John Pearl on LinkedIn
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
What if you wake up one day and realize that you are not owning your own dream but instead you are living and working in someone else’s dream? Our guest today is big on owning your dream, continuous reevaluation of choices, and ultimately building the life you dream of. Angie Aki is a real estate investor who is passionate about passive investing. With Ohana Investment Partners, she combines her active and passive investing experience to bring clients opportunities to grow their wealth alongside her.
As listeners tune in, they’ll hear from Angie about how she left the W2 world and started in the real estate investment world. She shares thoughts on becoming an entrepreneur and why it’s so important to check in on yourself and re-evaluate where you are (in life). We hear why she invests in multifamily and commercial real estate and the benefits of being a limited partner investor. If you want to gain insights and encouragement on how to set a goal of taking four months off every year, then do not miss this episode!
Key Points From This Episode:
• A high-level background on Angie and how she got to where she is today.
• We discuss the difference between passive and active income from real estate investing.
• Ditching the W2; Angie’s thoughts on her transition from W2 to investing in real estate.
• Working from home and dealing with the balance of work and life.
• Angie’s thoughts on becoming an entrepreneur; nature versus nurture.
• The most noticeable differences in her lifestyle going from W2 to being an entrepreneur.
• Why Angie believes in continuously re-evaluating choices and the way she lives her life; owning your dream.
• We take a dive into the real estate of things and Angie explains why multifamily/commercial.
• Her thoughts on the benefits of direct ownership versus being a limited partner investor.
• Advice Angie wants to share with people just starting out in real estate investing.
• Angie’s secret sauce.
• Her bits of advice to those wanting to escape the W2 world into the real estate world.
Links Mentioned in Today’s Episode:
Angie Aki on LinkedIn
Angie Aki on Email
Ohana Investment Partners
John Pearl on LinkedIn
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
While many of us harbor ambitions of investing in real estate, the barrier to entry can often seem insurmountable. Our guest today, William Hollis, had always hoped to get into real estate, even from a young age, but it had always felt inaccessible to him. That is until he attended a talk that opened his eyes to what was possible. Since then William has managed to continue his work as a software engineer, while also pursuing investing in real estate and starting his own private equity firm called 24 Capital Group.
We talk with William about how he started his company, what it means to have high cash flow, and why it forms a key part of his approach to real estate. William shares his tips on how to manage your time when you’re balancing real estate with your day job — like implementing time blocking and using different desktops to effectively manage your workflow — before sharing the story of how he identified his unique abilities as an investor thanks to an unexpected setback. He also explains what it means to gain real estate professional status, the tax benefits that come with it, and why house hacking is one of the cheapest ways to enter real estate while also ensuring an impressive ROI. While it may take a lot of time and effort, the benefits of investing in commercial real estate can be substantial. If you’re looking to get started in real estate, but aren’t sure where to begin, then this episode is for you!
Key Points From This Episode:
● Learn about William Hollis’s background and how he began investing in real estate.
● Why investing in real estate had always felt inaccessible to William.
● The event that helped William realize he could invest in real estate.
● How William established 24 Capital Group and the story behind the name.
● William’s daytime job as a software engineer.
● Why William chose to invest in real estate instead of going the W2 route.
● The low rates of financial literacy in the US.
● What it means to have a higher degree of control over your investment.
● What William’s day typically looks like and why he always tries to find time to network.
● William’s advice for how to manage your time.
● How to stay on track with your real estate investment goals.
● Your debt to cash flow ratio and how to improve it.
● Finding deals that are the ideal size and how to raise capital.
● The setbacks William experienced when some of his deals unexpectedly fell through.
● How this allowed him to evaluate where his unique skills lie as a real estate investor.
● How to obtain real estate professional status and the tax benefits that accompany it.
● Some of the cheapest and smartest ways to get started with investing in real estate.
● What has helped William overcome limiting beliefs.
● Why being available for your kids is so important.
● William’s advice to anyone at the start of their investment journey: follow up.
Links Mentioned in Today’s Episode:
Wiliam Hollis on LinkedIn
William Hollis Email
24 Capital Group
Raise Masters
Freedom Investor
John Pearl on LinkedIn.
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
Are you looking at ways to expand your real estate footprint? Are you considering investing in a syndicate? Real estate investing is growing in popularity and is an effective way for people to pursue their financial goals. However, the many options available, the regulations, and the competition make being successful in the world of real estate easier said than done. In this episode, we speak to David Robinson, the CEO and Founder of Canovo Capital; a company focused on acquiring, enhancing, and expertly managing commercial multifamily assets. David is an active investor, broker, and host of The Lead Sponsor Podcast. He has led top-producing real estate sales teams and managed a leading national franchise brokerage.
In our conversation, we unpack what it means to be successful in real estate, how to grow your portfolio, how David got involved in real estate, and how he closed his first property deal. We discuss the two aspects of the business, why trading time for money does not build wealth, his exposure to the world of syndication, and the pros and cons of active and passive real estate investment. Hear about his criteria for investing in a property syndicate, how he grew his property portfolio over time, resources to help enhance your network, his effective approach to real estate investing, the current state of the market, and more! Tune in now to learn secrets and insights from real estate mogul David Robinson!
Key Points From This Episode:
• David’s current role at Canovo Capital and his real estate career journey.
• Aspects to consider when purchasing property and investing in a property syndicate.
• What first got him interested in real estate investing as a career.
• He shares his syndication experience and the lessons he has learned.
• The biggest challenge passive investors face and how to overcome it.
• Find out tips to help grow your real estate network and community.
• Learn about helpful resources to help you with your real estate investment journey.
• How David was able to acquire his first property with little capital.
• Why it is essential to practice due diligence and be persistent.
• Hear strategies to help identify deals and under-valued properties on the market.
• Discover why the property rental market is currently underperforming.
• A takeaway piece of advice for people wanting to escape the traditional job market.
Links Mentioned in Today’s Episode:
David Robinson on LinkedIn
David Robinson on Instagram
David Robinson Email
David Robinson Phone: 385-233-3252
Canovo Capital
The Lead Sponsor Podcast
Verivest
The Diablo Canyon Power Plant
John Pearl on LinkedIn
Freedom Investor
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
During today’s episode, John Pearl from Freedom Investor makes a guest appearance to share his story of financial education and real estate investing. Highlights of our conversation with John include his wisdom on what is needed to take down your first GP deal, what it took for him to transition into the freedom of real estate, and more. We touch on John’s ongoing motivation to find financial freedom, his relationship with the nuclear power industry, and his long term philosophy on financial success.
You’ll hear John’s thoughts on an investment vehicle that can solve the affordable housing crisis, self-education, and why the majority of everyday people are financially illiterate. Listeners will also gain insight into the powerful voices in John’s life and how limiting beliefs keep all of us from living the lives we want to live. Tune in today to hear all this and more from today’s inspiring guest!
Key Points From This Episode:
• An introduction to today’s guest, John Pearl with Freedom Investor.
• His background and path to real estate investment.
• How the desire to get out of debt fuelled his journey to financial success.
• Why the nuclear power plant where John works was at risk of shutting down in 2025.
• Why safety is the first thing on everyone’s mind in the nuclear industry.
• His long term philosophy on living a spartan lifestyle in order to save.
• How he ended up going down the rabbit hole of real estate investment.
• Adjusting your strategy as the market changes.
• Having a truly diversified real estate portfolio.
• Why those with the strongest track records get the best deals.
• An investment vehicle that can solve a real problem in response to the affordable housing crisis.
• How Avestor could change the way that people are investing their money over time.
• His recommendation that you self-educate to increase the return and velocity of your money.
• Why the majority of people are financially illiterate.
• Jim Rohn’s influential thoughts on priority and becoming a person who deserves the lifestyle you want to have.
• The reality of limiting beliefs.
• Knowing that you have to start somewhere.
• The importance of keeping promises you make to yourself.
• Operating out of fear or growth and determining which one to act out of.
• What it means to John to have a life well-lived and how he is working towards that.
Links Mentioned in Today’s Episode:
John Pearl on LinkedIn
John Pearl on Instagram
Freedom Investor
Bigger Pockets
Avestor
Jim Rohn
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
Are you working full-time but considering real estate investing as an alternative income? Or are you in real estate and looking to hear another perspective? Today’s guest is our very own Daniel Genter, Product Manager at Cisco, a technology company focused on providing hardware, software, and services to enable innovative networking capabilities and solutions for any organization. Although Daniel loved his job in the technology sector, it did not fulfill his professional passion, and he had concerns about the future financial well-being of his family. Then, he found out about real estate investing!
In today’s episode, we follow the format of a live, virtual meetup to highlight Daniel’s investment successes and learn about his impressive real estate investment journey. Hear about his first property purchase, how he learned the tricks of the trade, his strategy for growing his investment portfolio, the importance of finding a model and a mentor, and the type of team needed to close the bigger deals. We also discuss the time and energy needed to be successful, why some passive investments are not truly passive, the importance of networking, and much more. To discover how Daniel was able to leverage the power of real estate while working a full-time job in order to pursue his passions and change his financial well-being, tune in now!
Key Points From This Episode:
• Background about Daniel and why he began investing in real estate.
• His approach to closing his first real estate investment deal.
• Why he decided to transition from single-family to multi-family homes.
• The processes of acquiring and managing his investment portfolio while working full-time.
• Advice he has for people considering investing actively or passively in real estate.
• His opinion on whether a mentor program is worth your time and money.
• Factors to consider when purchasing property out of state.
• Daniel shares details about his largest active investments and syndications.
• Hear about the Freedom Investor Fund and what it aims to achieve.
• What skills from his career in technology are applicable to real estate investing.
• The importance of scaling your portfolio sustainably at the start.
• Daniel shares a key lesson learned from a past failure.
• Find out when it is appropriate to join a syndication or partnership.
• He tells us about his investment fund, who is involved, and its objective.
• Tips for people looking at entering a partnership.
• Outline of the new opportunities in the real estate investment space.
Links Mentioned in Today’s Episode:
Daniel Genter on LinkedIn
Cisco
Freedom Investor Fund
Passive Investing Link
Freedom Investor
John Pearl on LinkedIn
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
Are you wondering how to pay fewer taxes as a real estate investor? Are you at the transition point of going from an active investor to a passive investor, looking to retire? Then you don’t want to miss this episode. The guest on today’s episode is Brandon Bruckman, an investment adviser at Insight Investment Advisers.
Our conversation is broken into two main focuses today, the 1031 exchange and the DST, including the processes and how they may relate to each other. He’s incredibly insightful on the two topics and shares details with listeners regarding how both the 1031 exchange and DST function and the benefits investors can have from them. He talks about the difficulties people may experience as they transition from an active to a passive investor as they relinquish control, and why you can often do better passively investing. For all this, and more, tune in now!
Key Points From This Episode:
• What Brandon does and how he got there.
• Brandon gives us “the magic sauce” of the 1031 exchange and how you can benefit from it.
• Three biggest mistakes people make when performing a 1031 exchange: you have to plan!
• Tips on where to start planning for your 1031 exchange: qualified CPA and intermediaries.
• Specifics regarding the types of assets you can invest money into while keeping the 1031 alive; like-kind.
• Brandon tells listeners all about the DST; or the Delaware Statutory Trust.
• How the DST is similar to syndication.
• How investing in the DST benefits investors differently than investing in syndications.
• Guidelines and regulations for accredited investors versus non-accredited investors.
• How Brandon’s background as a traditional hedge fund manager helps him in his current role.
• Issues and concerns for people transitioning from an active to a passive investor.
• Why people paying unnecessary taxes makes Brandon sad.
• Why you can often do much better when you’re passively investing.
• What Brandon see’s happening for the rest of 2023 (in the real estate world).
• Brandon’s bold prediction for 2023.
• Brandon’s favorite asset classes and what markets he enjoys investing in.
• What, about real estate, Brandon wished he had learned sooner.
• Advice to those wanting to exit the W2 world and dive into the real estate world.
Links Mentioned in Today’s Episode:
Brandon Bruckman on LinkedIn
Brandon Bruckman Email
Insight Investment Advisers
The Retiring Real Estate Investor Podcast
John Pearl on LinkedIn
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
Leaving your job to become a full-time real estate investor is not for everyone. It takes determination, dedication, and drive. Today’s guest, Dave Devito, is a one-stop-realtor-shop: a licensed Keller Williams realtor and agent, a private money affiliate lender, and a passionate property wholesaler. His journey to get here has not been an easy one; it saw him juggling a full-time W2 job while getting his realtor licensing, building a personal brand, and managing his family responsibilities. This process taught him one thing: real estate has the opportunity to provide more than you expect.
Dave discusses his experiences with creating valuable partnerships and meaningful collaborations, and how this successful networking helped him take advantage of all possible opportunities. You will hear all about the power of multiple streams of income, why you need to ensure financial responsibility, and why you should always prioritize having a plan. From the W2 advertising and media world to wholesale and eventually real estate investment and agency, Dave has been through it all. Tune in to hear how real estate came to the forefront of Dave’s passion, purpose, and financial freedom!
Key Points From This Episode:
• The different jobs that keep Dave busy right now.
• Dave’s shift from the W2 world to real estate investing.
• The power of your personal brand and messaging.
• How Dave is currently scaling his business.
• His private money affiliate lending scheme.
• The process of becoming a realtor agent while working a W2 job.
• Why Dave believes taking a realtor course is beneficial beyond selling real estate.
• Time management strategies that helped him stay on track and prioritize.
• The process he followed to build and sharpen his business.
• A look at Dave’s background in social media and marketing.
• The best collaboration and networking practices.
• What our guest wished he knew about real estate investing sooner.
• Some takeaway advice from Dave.
Links Mentioned in Today’s Episode:
Dave DeVito Website
Dave DeVito on LinkedIn
Dave DeVito on Facebook
Dave DeVito Email
Keller Williams
Ion Capital Partners
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
Whether you want to go all in or just experience the benefits as a passive investor, there is a space for you in the real estate world. Gina Shin, the founder of Shin Equity Partners, found herself seeking a career pivot into what could now be described as a passion for real estate syndications. Gina uses her learning processes and mindset shifts as examples to give proactive and valuable advice on diversifying investment portfolios.
With a potential for entering the development space, Gina discusses her future plans all while commenting on how she ended up where she is now. Plus, Gina discusses the areas where she has property, the type of property she invests in, and how she manages it all. Gina perfectly describes her process of making the transition from a W2 worker to working a hundred hours a week and eventually ending up with financial freedom!
Key Points From This Episode:
• How Gina ended up as a guest on the show.
• An overview of Gina’s career and how she got there.
• Gina’s shift in mindset after her introduction to paper losses.
• When Gina made her career pivot into real estate.
• The impact of the pandemic on real estate and loans.
• Why Gina believes mentorship had such a positive impact on her career.
• The learning process Gina has gone through to find herself where she is now.
• A look at the different asset classes.
• How renovations can impact the cost of rent and value of a property.
• The challenges of finding deals with today's interest rates.
• Managing buyer expectations while navigating increasing interest rates.
• Gina’s advice for people wanting to escape the W2 world.
Links Mentioned in Today’s Episode:
Gina Shin on LinkedIn
Gina Shin on Instagram
Shin Equity Partners
Shin Equity Partners on LinkedIn
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
If you’ve been waiting for the right time to double down on real estate, the time is now! Today’s guest, Jonathan Nichols, is the president of Apogee Capital, and he is here to urge you to act. Tune in to today’s mobilizing conversation to hear about Jonathan’s unexpected introduction to the world of real estate investment while looking for a hobby with his wife. You’ll get the inside scoop from Jonathan on the pros and cons of single and multi-family investment, and learn what motivated him to pursue real estate instead of the stock market.
We touch on leadership, syndication, and the importance of soft skills in reaching project success. Jonathan offers listeners some actionable advice on what to look for as a potential investor, why today is a good time to invest, and the difference it makes to leave your comfort zone in pursuit of new opportunities. Join us today to hear all this and more from today’s inspiring guest.
Key Points From This Episode:
• Welcoming our guest, president of Apogee Capital, Jonathan Nichols.
• The story of his entry into the world of real estate as a hobby.
• Moving into multi-family real estate investing from a single-family approach.
• How economies of scale explain the different workloads behind single and multifamily approaches.
• Why Jonathan considers your partnerships to be the most important ingredient to multifamily success.
• The pros and cons of both entry points to real estate investment.
• His organic transition from single family to multifamily investments.
• The two motivations behind his transition into real estate investment.
• Why Jonathan chose real estate over the stock market.
• Leadership, syndication, and acting as a general partner.
• Why people skills and soft skills are the most important elements in project success.
• What to look out for as a potential investor when analyzing a deal or sponsorship.
• Why the present is such a good time to invest.
• Jonathan’s perspective on being willing to embrace leaving your comfort zone.
• What he wishes he had learned about real estate investment sooner.
• The power of building a network in real estate.
• Rent growth and debt terms: the biggest issues Jonathan sees as an underwriting coach.
• Jonathan’s advice to those thinking of starting to invest in real estate or pursue entrepreneurship.
• An invitation to connect with Jonathan on LinkedIn.
Links Mentioned in Today’s Episode:
Jonathan Nichols on LinkedIn
Apogee Capital
Rich Dad, Poor Dad
John T Pearl on LinkedIn
Freedom Investor
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
Email marketing is a necessity for any business’s success, and if you think it isn’t, today’s guest is here to tell you just how wrong you are! Jason Wright is the Founder and CEO of Intentionally Inspirational, a niche digital marketing company that mostly services capital raisers. Jason gives us a breakdown of what he does and how he ended up in the digital marketing world, before vehemently detailing his distaste for corporate America and what it took to free himself from those shackles.
Our guest is obsessed with being successful, a trait that has earned him over 100 streams of income, and he explains why having only a single income is both unsafe and impractical. We discuss the thin line between success and failure and why it’s important to always persevere, what email marketing and ‘the funnel’ are and why they matter for your business, why the sales message is Jason’s favorite business tool, and whether it’s better to use lists, tags, or both. Jason then shares some incredible advice for future entrepreneurs looking to escape the W2 life, so tune in now and prepare to be inspired!
Key Points From This Episode:
• A warm welcome to the Founder and CEO of Intentionally Inspirational, Jason Wright.
• Jason explains what he does, how he got there, and his plans for the future.
• His experience of working in corporate America and how he managed to free himself from it.
• The advice he would give to his younger self with the knowledge that he has now.
• How he developed the mindset that he needed to quit corporate and start his own venture.
• Jason’s obsession with unmitigated success.
• The importance of moving past and learning from your failures.
• What our guest thinks is holding most people back from living the life of their dreams.
• Why you are never really safe with only one stream of income.
• The thin line between success and failure and why success is guaranteed if you persevere.
• Email marketing and why it’s vital for your business.
• Debunking ‘the funnel’ and how you can use it in your business.
• How to navigate email etiquette.
• The biggest problems faced by real estate investing as an industry concerning emails.
• Why algorithms matter when it comes to email marketing.
• The volumes you need to be pushing for email marketing to be successful.
• Why the sales message is Jason’s favorite business tool.
• Lists versus tags.
• What capital raisers should be doing to make their CRM more powerful and effective.
• The service Jason and his company offers and the clients who would benefit the most from it.
• Our guest’s advice to those looking to escape W2 and begin a life of entrepreneurship.
Links Mentioned in Today’s Episode:
Jason Wright on LinkedIn
Jason Wright on Instagram
Jason Wright on Facebook
Intentionally Inspirational
Hunter Thompson on LinkedIn
John Pearl on LinkedIn
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
We’re in the midst of a country-level tug-of-war between high-interest rates (which are driving cap rates up) and high growth rates in multifamily (which is pushing cap rates down). As you can imagine, this makes underwriting a challenging endeavor.
In today’s episode, co-founder of Lone Star Capital, Rob Beardsley joins us to talk about how he and his business partner are approaching business in these uncertain economic times, the pros and cons of partnering with institutional investors, his thoughts on the benefits of vertical integration and niching down, and the factors that he believes have been instrumental in his success. Lone Star Capital has acquired over $350 million in assets over the past five years and during that time, Rob has also written two (incredibly important) books. Tune in today to hear all this and more!
Key Points From This Episode:
• Rob shares the founding story of Lone Star Capital and how the company has grown over the past 5 years.
• The origins of Rob’s journey in the multifamily space.
• How Rob met his business partner.
• The approach that Rob and his business partner have taken to scaling their business.
• Benefits of having an office space.
• Rob’s thoughts about niching down and the niche that Lone Star Capital has positioned itself within.
• The advantages of vertical integration.
• Inspiration behind the two books that Rob has authored.
• When to start raising institutional capital (if you want to go this route), and the challenges of finding it.
• Rob’s advice on building relationships with partners in the real estate space.
• Advantages and disadvantages of partnering with institutional investors.
• Macro trends in the market and how this affects the underwriting of deals.
• Rob’s thoughts on which asset classes are safest right now.
• Common mistakes made by underwriters and how to avoid them.
• Factors that Rob believes have been instrumental in his success.
• Rob’s goals for Lone Star Capital in 2023.
• Advice for anyone looking to find freedom through real estate entrepreneurship.
Links Mentioned in Today’s Episode:
Rob Beardsley Website
Rob Beardsley on LinkedIn
Lone Star Capital
Structuring and Raising Debt & Equity for Real Estate
The Definitive Guide to Underwriting Multifamily Acquisitions
Deep Work
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
Creating true financial freedom is easier than you think it is, and you don’t necessarily need to work harder than you currently are. Joining us today on Freedom Investor Radio is the elite real estate investor himself, Steven Pesavento. Steven is an active real estate investor, the host of The Investor Mindset, and a managing partner of VonFinch Capital. He is committed to helping his clients build wealth and cash flow through real estate investment, has invested millions of dollars in real estate, and has flipped over 200 houses in the last three years.
In this episode, Steven tells us about his journey to obtaining financial freedom, how the tragic loss of his sister woke him up, and why he chooses to invest passively and be an active operator. You will learn what ‘naming your number’ is, the importance of a growth mindset and how to achieve it, why being ultra-focused and working smart not hard is having an investor mindset, and the difference between passive investing and active ownership. We also discuss the importance of knowing what you want and why before Steven explains why you should create growth and income in your investment portfolio. Steven even gives listeners a free resource about success principles. So to be inspired to dream big and find the best way to achieve your financial goals today, tune in now!
Key Points From This Episode:• Introducing today’s guest, Steven Pesavento.
• How Steven got to where he is today.
• How Steven figured out that his W2 job and lifestyle were not for him, and he wanted more.
• Why Steven was knocked off of his foundation when tragedy struck and he lost his sister.
• Steven explains what ‘naming your number’ is.
• The importance of having the right mindset as a foundation for finding financial freedom.
• The most memorable takeaways Steven has from his podcast about the growth mindset.
• Why working smart, not hard, and being ultra-focussed is the essence of the investor mindset.
• The difference between passive investing and active ownership and why Steven is both.
• The importance of knowing what you want and why you want it.
• Why he wishes he knew not only to create growth but also income in his portfolio sooner.
• He encourages people wanting to achieve financial freedom to know where they want to go.
Links Mentioned in Today’s Episode:
Steven Pesavento on LinkedIn
Steven Pesavento on Instagram
Steven Pesavento on Twitter
Steven Pesavento on YouTube
Investor Mindset 5 Success Principles
The Investor Mindset
VonFinch Capital
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
To learn more about how you can become a passive Airbnb owner and participate in the Freedom Investor Short Term Rental Fund, head on over to:
https://www.freedominvestor.io/str
In the current climate of economic upheaval and high inflation rates, investment can seem daunting and risky. Today's guest is Chad Zdenek from CSQ Properties, and he is here to share his message of how you can ride out the recent turmoil and make the most of your capital. He talks about the benefits of limited partnerships when starting out, and why he looked further afield after spending some time investing in his home state of California. We also get to explore his deep connection to entrepreneurship and his attitude to finding the best possible work-life balance.
Chad is a father of five, and with his growing portfolio, he definitely has a lot on his plate! A multi-hyphenate, with qualifications well beyond the sphere of real estate and development, Chad's story is an interesting and inspiring one with regards to what real estate can represent in securing your family's future, so tune in to hear it all!
Key Points From This Episode:
• Chad's background, a little about CSQ, and his journey to his current role.
• The decision to focus on real estate over the other qualifications that he had acquired.
• Investing in California; Chad shares his reasons for making this unusual choice.
• Chad talks about his current ambitions and portfolio, and his interest in Florida and North Carolina.
• How Chad is approaching building the right relationships for out-of-state investments.
• Advice from Chad for investors starting out in real estate and why he recommends limited partnerships.
• Approaches to dealing with the tightening economy and rising inflation rates.
• Chad's secret sauce; looking at his perspective on what has set him apart.
• How to balance family and career and the demands of each.
• Chad talks about the pivotal moments on his route to a life of entrepreneurship.
• Tips from Chad about securing your financial future in the current uncertainty.
• How to find and connect with Chad online!
Links Mentioned in Today’s Episode:
Chad Zdenek on LinkedIn
CSQ Properties
Entrepreneurs' Organization
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
With fewer variables and emotional implications, investing in self-storage facilities within the real estate market may be the best way to go. Sean Chuplis, a former US Air Force pilot, is a serial entrepreneur with a range of successful business ventures. Sean is here to tell you how to manage your capital expenditure, why he is inspired to bring investment opportunities to his old colleagues, and how to scale your business while getting the most out of your time.
We hear about the asset classes Sean focuses on and why he focuses on the ones that are under-utilized in his market. From using third-party management to gauging the differences in your market to boost your rental opportunities, Sean sums up why you should see opportunities for what they are, understand what is a good deal and a bad deal, and avoid the fear of failure!
Key Points From This Episode:• How Sean ended up in real estate investment.
• Why Sean started Airworthy Capital.
• The jump from single-family investment to commercial real estate.
• How the pandemic influences Sean's investment strategies.
• Why Sean enjoys owning self-storage facilities.
• The main differences in investing in multi-family property versus self-storage facilities.
• Why self-storage is sustainable in a period of inflation.
• Macro and micro factors that influence investment.
• What Sean finds are his main capital expenditures.
• Asset classes: what are they?
• Finding the most bang for your buck in the market.
• The day-to-day management of self-storage facilities.
• Sean’s experience in syndication.
• A look at Sean’s cryptocurrency startup.
• Managing digital inheritance with smart contracts.
• How do you escape the W2 world: utilizing investment and entrepreneurship.
• Closing message: don’t be afraid of failure!
Links Mentioned in Today’s Episode:
Sean Chuplis on LinkedIn
Airworthy Capital
Crewdog Electronics
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
Real estate investment is no ‘get rich quick’ strategy. You need to take your time and plan long-term goals. Renato Germoel, the founder of Geromel Capital and new venture Geromel Construction, is here to discuss how he ended up in investment, why it has helped him secure financial freedom, and how all this allowed him to escape the W2 world.
Renato shares his inspirations, why he never avoided paying taxes, the importance of investing in hard assets, and how all this has paid off. There are always learning and growing pains, but Renato shares advice on how he overcame these, moved from being within Limited Partners (LP) to General Partners (GP), broke mental barriers, and finally conquered networking. From storing capital to having realistic goals and expectations, you will hear why you can’t wait to put your knowledge to work and get into action as soon as you can!
Key Points From This Episode:
• What Renato is currently working on.
• The influence Renato’s family had on his career choices.
• Renato’s experience growing up and living in Brazil.
• The three things that define Renato's freedom.
• How Renato ended up investing in real estate.
• The way Renato manages his 401(k).
• The process of moving from the Limited Partners (LP) to General Partners (GP).
• The move from the W2 world in Milwaukee to Florida.
• How to manage foreign investors.
• Geromel Construction: why Renato branched out to start this business.
• The power and importance of networking.
• What Renato wishes he knew when starting out.
• Why niching down can give you confidence.
• Storing capital: why this gave Renato an edge.
• How do you escape the W2 world?
Links Mentioned in Today’s Episode:
Geromel Capital
Geromel Construction
Renato Geromel on Twitter
Renato Geromel on LinkedIn
Renato Geromel on Instagram
Geromel Capital on Instagram
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
Are you into real estate and looking to reduce your taxes? Or are you currently claiming the Real Estate Professional status? Not sure about these? Then, don’t miss this episode! Our guest today is Jack Krupey, host of the Alternative Investor Mastermind Podcast and principal of JKAM Alternative Investments. Tuning in, you’ll hear from Jack about how he ended up in this field of work, the motivation and tax benefits behind his move to Costa Rica, and why he thinks of himself as a little bit of a ‘tax nerd’. He also delves into due-diligence processes and the strategies he is employing in the current economic environment. Jack is a firm believer that real estate is a team effort and it’s crucial for you to partner with someone that can help you achieve all that you’ve set out to. Stay tuned to learn more!
Key Points From This Episode:
- Jack gives us an introduction to what he does and how he got there.
- How he deals with imposter syndrome.
- The motivation (and tax benefits) behind his move to Costa Rica.
- More about the type of deals that Jack looks for.
- Insight into JKAM Alternative Investments’ diversified fund.
- Why Jack thinks of himself as a tax nerd.
- His due-diligence process when looking into new investments.
- The story of his million-dollar tax loss.
- A look at Real Estate Professional Status (REPS).
- Strategies Jack is employing while facing the headwinds in the current economy.
- Characteristics of those who are best suited to partner with him.
- A key piece of advice for those wanting to escape the W2 world.
Links Mentioned in Today’s Episode:
Jack Krupey on Instagram
Jack Krupey on LinkedIn
Jack Krupey on Facebook
$1.4M Tax Loss Post by Jack Krupey
JKAM Investments
Alternative Investor Mastermind Podcast
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
Joining us on Freedom Investor Radio today is Brandon Cobb, CEO at HBG Capital and an expert real estate consultant and investor. Brandon has been featured in REI Wealth Magazine and Forbes, and he’s here to share some actionable advice about using real estate investing as a way to create passive income, how to hire A+ rockstars, and some of the systems and processes you can use to grow your own business.
Our conversation today revolves around HBG Construction’s focus on developing build-to-rent communities in some of the hottest markets in the country, with Brandon identifying entry-level housing as one of the highest-demand real estate products right now. He also shares some insider tips and tricks for creatively improving your sales tactics, including disarming future sales resistance, plus so much more. To learn more about building your legacy, creating recession-resistant passive income, and making a greater impact through unique real estate investments, don’t miss today’s highly informative episode!
Key Points From This Episode:
• A high-level overview of HBG Capital and its focus on the entry-level housing market.
• Insight into the process of developing build-to-rent communities.
• Brandon’s journey as a real estate investor and what led him into development.
• Factors that make the build-to-rent model appealing.
• How this model differs from typical multifamily syndication.
• A look at how Brandon met his partner and scaled his business into construction.
• Tips for effectively leveraging a real estate fund.
• Key systems and processes you can use to grow your business.
• Hiring A+ rockstars based on your core values.
• Reverse engineering your long-term vision into quarterly goals.
• Creative tips and tricks for improving your sales tactics.
• What recession-resistant assets look like to Brandon.
Links Mentioned in Today’s Episode:
HBG Capital
Brandon Cobb on LinkedIn
Brandon Cobb on Instagram
Brandon Cobb on Facebook
What the Heck is EOS?
Traction
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
Today, on Freedom Investor Radio, we are joined by chiropractor turned entrepreneur and real estate investor, Dr. Erin Hudson, to discuss how you can scale from single family to multifamily rentals quickly and what you need to do to make your money work for you! Erin is a creative structuring and resourcefulness superhero who has closed 29 multifamily properties in the last three years and currently has an incredible $161 million in assets under management.
Tuning in, you’ll learn how Erin abandoned her role as doctor to work as a real estate investor, how she and her cofounders started their company, Quattro Capital, and the benefits of multifamily over single family, as well as how Erin has found freedom in a space where she functions most optimally. We also discuss Erin’s belief that she is unstoppable before looking at the importance of gratitude and finding a way to learn from your failures. Erin even shares her advice for introverts when it comes to making meaningful connections while networking, plus so much more. Trust us, you won’t want to miss this inspiring conversation with Dr. Erin Hudson!
Key Points From This Episode:
• How Erin went from chiropractor to successful real estate investor.
• The origin story of Erin’s company, Quattro Capital.
• What Erin likes about the multifamily space and how she’s found freedom.
• Why she feels like an unstoppable person and how she developed that mindset.
• The importance of being intentional and grateful.
• Why working through your failures and adopting a growth mindset is key.
• How Erin is getting her children involved in investing and the benefits of doing so.
• Some networking tips for introverts and why a compliment goes a long way!
• Why Erin believes your money needs to be ‘at work’ instead of dead in a bank account.
• How to use other peoples’ money.
Links Mentioned in Today’s Episode:
Dr. Erin Hudson on LinkedIn
Dr. Erin Hudson on Facebook
Dr. Erin Hudson on Instagram
Dr. Erin Hudson Email
Dr. Erin Hudson Cell: 949-510-3351
Quattro Capital
Kim Wendland
To learn about syndications and how passively investing in one can help you gain freedom and control over your life, visit:
www.passiveCREprofits.com
Connect with John on LinkedIn
Follow John on Instagram
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
To learn about syndications and how passively investing in one can help you gain freedom and control over your life, visit:
www.passiveCREprofits.com
Connect with John on LinkedIn
Follow John on Instagram
Real estate assets have provided countless investors with a reliable path to financial freedom. However, it has typically been restricted to those with access to large amounts of capital, specialized knowledge, or connections in the industry. Nic DeAngelo of Saint Investment Group wanted to change that. Today, he brings these opportunities within reach for anyone in the investment community, from total rookies to seasoned pros. In this episode of Freedom Investor Radio, Nic gives us a glimpse into his personal journey and shares some valuable investment insights for entrepreneurs of all kinds. You’ll find out how his real estate investments allowed Nic to not only reach the high peaks of his business but carried him through the low valleys too, and we take a look at how he came to build a niche for himself in large-scale distressed assets with his partners and syndications. If you want to learn more about turning your trials into triumphs, get some tips for surrounding yourself with the right people, and more, you won’t want to miss this insightful conversation with Nic DeAngelo, a true master in investment, marketing, and capital raising!
Key Points From This Episode:
- The high level origin story of Saint and how Nic got to where he is today.
- How real estate income saw Nic through his most difficult times.
- Nic speaks candidly about the lowest point in his journey.
- Why he says that real estate saved his life.
- Building a niche in high-return distressed assets and zoning changes.
- A look at Saint’s unique income fund business model.
- How Nic used pattern recognition to set himself and his business apart.
- Tips for finding the right people to network with.
- Strategies and recommended reads for effective time management.
- The entrepreneurial lessons that Nic imparts to his kids.
- Giving your kids the “gift of self-sufficiency.”
- Final words of advice: invest early!
Links Mentioned in Today’s Episode:
Nic DeAngelo on LinkedIn
Nic DeAngelo on Instagram
Nic DeAngelo on TikTok
Nic DeAngelo on YouTube
Saint Investment Group
Saint Resources
The Obstacle is the Way
12 Week Year
The ONE Thing
The Entitlement Trap
To learn about syndications and how passively investing in one can help you gain freedom and control over your life, visit:
www.passiveCREprofits.com
Connect with John on LinkedIn
Follow John on Instagram
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
To learn about syndications and how passively investing in one can help you gain freedom and control over your life, visit:
www.passiveCREprofits.com
Connect with John on LinkedIn
Follow John on Instagram
Welcome to another episode of Freedom Investor Radio! Joining us to share his knowledge today is Don Spafford, partner at Happy Camper Capital, investing in RV, resort, and destination campgrounds.
Don is a partner on a number of commercial real estate properties. Tuning in, you’ll gain insight into the benefits and pitfalls of investing in RV Campground Resorts, hear what it’s like to balance a full-time job and a family with real estate investment, and find out how Don went about shifting his mindset from ‘I can’t’ to ‘how can I?’
Don shares his biggest challenges, the details of how he goes about networking, and why he made the decision to become active on social media. Next, Don talks about two things everyone should know about RV Campground investment and shares some powerful advice for anyone looking to break into the real estate investment space today. Thanks for listening!
Key Points From This Episode:
• Background on today’s guest, Don Spafford, partner at Happy Camper Capital.
• What they invest in and how it differs from RV parks and mobile home parks.
• Don’s career background leading up to his role with Happy Camper Capital.
• His first foray into real estate investment through a seminar.
• Key differences between investing in an RV Campground and buying an existing apartment building.
• Standard return profiles in the RV Campground investment space in comparison to multi-family.
• Risks associated with RV Campgrounds in comparison to other real estate.
• Don’s experience managing a full-time job, a family, and RV Campground investing.
• Challenges Don has faced along the way and what he has gained through them.
• Why Don believes that when he can’t invest in a deal, his best option is to find a deal.
• Networking and why Don made the decision to become active on social media.
• Two things everyone should know about RV Campground investment.
• His one piece of advice for people looking to start a career in real estate investment.
Links Mentioned in Today’s Episode:
Happy Camper Capital
Don Spafford on LinkedIn
Bigger Pockets
To learn about syndications and how passively investing in one can help you gain freedom and control over your life, visit:
www.passiveCREprofits.com
Connect with John on LinkedIn
Follow John on Instagram
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
To learn about syndications and how passively investing in one can help you gain freedom and control over your life, visit:
www.passiveCREprofits.com
Connect with John on LinkedIn
Follow John on Instagram
Today’s guest is proof that with enough commitment, you can pivot to real estate from any profession. With a background in teaching, Yonah Weiss sought out real estate in pursuit of financial freedom and is now a real estate investor, segregation expert at Madison SPECS, and podcast host of Weiss Advice. In this episode, Yonah generously shares his expertise on cost segregation, explaining what it is and its various tax-related implications and benefits. We find out when it’s appropriate to perform a cost segregation study and how frequently to do so in an ownership period.
Apart from being a cost seg expert, Yonah is an unofficial LinkedIn expert, and today, we discuss the power the platform has for business and networking and how best to harness it. Tune in to hear about all things cost segregation, as well as Yonah’s time management tips, the role of mentorship in his life, and more!
Key Points From This Episode:
- Introducing Madison SPECS segregation expert, Yonah Weiss.
- Yonah’s background in education and what led him to real estate.
- The definition, implications, and benefits of cost segregation.
- When it’s appropriate to perform a cost segregation study.
- Why the benefit of cost segregation is greater on more expensive properties.
- The positive implications of having a Real Estate Professional Status.
- How rental income is treated differently than W2 income.
- What depreciation recapture tax is and how to avoid it.
- The most powerful real estate strategy for married couples.
- The optimal time to hire someone to perform a cost segregation study.
- The free upfront analysis offered by Madison SPECS.
- How frequently a cost segregation study can be performed in an ownership period.
- The tax slashing benefits of cost segregation.
- The behind-the-scenes process of a cost segregation study.
- The power of LinkedIn for business and networking.
- How LinkedIn differs from other social media platforms and what content is most effective on the platform.
- How to optimize LinkedIn’s potential.
- Yonah shares his time management tips.
- The role of mentorship in Yonah’s life.
- Yonah’s favorite asset classes to invest in and why.
- The power of passive investing.
- Advice for those looking to invest their way to freedom through real estate.
Links Mentioned in Today’s Episode:
Yonah Weiss
Weiss Advice Podcast
Yonah Weiss on LinkedIn
Yonah Weiss on Instagram
Yonah Weiss on Twitter
Madison SPEC
To learn about syndications and how passively investing in one can help you gain freedom and control over your life, visit:
www.passiveCREprofits.com
Connect with John on LinkedIn
Follow John on Instagram
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
To learn about syndications and how passively investing in one can help you gain freedom and control over your life, visit:
www.passiveCREprofits.com
Connect with John on LinkedIn
Follow John on Instagram
Welcome back to Freedom Investor Radio! Today’s guest, Bryce Robertson, is here today to talk about the freedom trinity that he has created; time, location, and financial freedom. Tuning in, you’ll hear about Bryce’s background, how he got into investing in real estate, and the story of how he raised capital for his first deal.
We discuss the path to the freedom lifestyle and how to live it, the importance of financial education and living within your means, retirement plans, and the affordable housing problem in America. Bryce also shares the focus of his investments, how he stays on top of the economy, what sets the mobile home park above other investment opportunities, and asset management. He even tells us all about how he structures his days, and his thoughts on whether an entrepreneur is made or born.
Lastly, we talk about Bryce’s book and Financial Freedom Mastery course before Bryce shares some advice to listeners looking to replace their W2 income with passive income opportunities. So, to hear all about how Bryce has mastered the freedom lifestyle and how you can have a piece of that pie, press play now!
Key Points From This Episode:
- Introducing today’s guest, Bryce Robertson.
- A brief overview of Bryce’s life.
- How Bryce got into investing in real estate.
- How Bryce managed to raise initial capital for his first deal.
- Bryce shares the quick path to the freedom lifestyle and how to live it: The Freedom Trinity.
- The importance of financial education.
- The importance of living within your means.
- The main focus of Bryce’s investments.
- Why retirement plans are offering very risky scenarios.
- How Bryce is staying on top of the current economy.
- The demand Bryce is seeing from investors to join the mobile home park space.
- Why an investor would want to invest in a mobile home park.
- The importance of solving the affordable housing problem in America.
- The types of housing being used in mobile home parks.
- How asset management is different in mobile home parks.
- Bryce shares his thoughts on entrepreneurship and whether it boils down to nature or nurture.
- How Bryce structures his days and weeks.
- The book Bryce has just written with a few of his friends.
- Bryce tells us about his financial freedom mastery course.
- Bryce shares advice for people looking to replace their W2 income with passive income.
Links Mentioned in Today’s Episode:
Bryce Robertson on LinkedIn[Text Wrapping Break]Freedom Trinity
Cultiv8 Collective
John Pearl on LinkedIn
To learn about syndications and how passively investing in one can help you gain freedom and control over your life, visit:
www.passiveCREprofits.com
Connect with John on LinkedIn
Follow John on Instagram
How do you decide on a property size which best suits your investment goals? Daniel Genter, founding member and managing director at Freedom Investor, is here to give his personal tips and tricks on investment, focusing on his experience with single-family and multi-family properties. Daniel discusses how to approach single-family homes (without putting all your eggs in one basket) and how to increase value in multi-family properties while getting rid of the headache of being a landlord. Daniel explains the importance of big-picture goal setting, creating a scalable business model, balancing working a W2 job while investing, and how to cautiously approach becoming a general partner. With the incredible experience of having invested in $30,000,000 worth of real estate, Daniel explains all things passive income: how to passively invest in assets and some advice for creating financial freedom. Plus, you will hear all about our new endeavor, Freedom Investor!
Key Points From This Episode:
- What work Daniel is currently doing.
- Daniel’s career journey: how he ended up in real estate.
- How house hacking works.
- The economics and principles of investing in single-family homes.
- Why Daniel is now less inclined to invest in single-family homes.
- The scalable business model of investing in multi-family properties.
- The positives and negatives of owning multi-family properties.
- Lessons Daniel learned from an unsuccessful investment in a 72-unit property.
- How Daniel is balancing working a W2 job while investing.
- What is a good return on single-family property investments?
- Daniel's history and experience with entrepreneurship.
- Freedom Investor: what is it?
- Daniel’s advice for creating financial freedom.
To learn about syndications and how passively investing in one can help you gain freedom and control over your life, visit:
www.passiveCREprofits.com
Connect with John on LinkedIn
Follow John on Instagram
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
To learn about syndications and how passively investing in one can help you gain freedom and control over your life, visit:
www.passiveCREprofits.com
Connect with John on LinkedIn
Follow John on Instagram
As a former neuroscientist at The Johns Hopkins University, today’s guest draws from his background in neuroscience and his understanding of human motivation when it comes to building wealth and helping others to do the same. In this episode, we are joined by TJ Visiodei, the Founder of ACTS Decentralized Real Estate and the author of the book, Wealthy Doctor Secrets: The Fastest Way To Build Wealth On a Doctor’s Salary, Period. He explains how he discovered his skills in entrepreneurship and marketing while trying to become a neurosurgeon, how he helped his father, a doctor, through his financial troubles to build wealth, not just riches, and how he conveys the solution he developed for him in the book Wealthy Doctor Secrets. We also learn about what TJ’s business ACTS Decentralized Real Estate is and what it does. We discuss the difference between hope-based and process-based investments, why building wealth and creating personal freedom is so important from a neuroscientific perspective, and how to cultivate a mindset of growth and abundance. To hear why TJ believes that process-driven investments are so valuable for anyone wanting to build a passive income, tune in today!
Key Points From This Episode:
- An introduction to TJ Visiodei, his book, his business, and a roadmap to how he got to where he is today.
- How TJ discovered his skills in entrepreneurship and marketing while trying to become a neurosurgeon.
- How he leveraged his skills in videography to gain insights and secrets from some of the wealthiest people around the country.
- How the book Wealthy Doctor Secrets conveys the same solution TJ developed to help his father with his financial troubles.
- Some of the key takeaways included in the book: the five average doctor mistakes and the 10 wealthy doctor secrets.
- The difference between hope-based and process-based investments.
- How building wealth relates to personal freedom and why it’s so important from a neuroscientific perspective.
- Thoughts on nature versus nurture in relation to entrepreneurship and how this relates to personality types.
- TJ’s tips for cultivating a mindset of growth and abundance.
- What TJ’s typical daily routine is like and the role of getting into a flow state.
- Insight into what ACTS Decentralized Real Estate is and what it does.
- TJ’s one piece of advice for anyone wanting to build a passive income: make process-driven investments.
Links Mentioned in Today’s Episode:
TJ Visiodei
ACTS Decentralized Real Estate
Wealthy Doctor Secrets
To learn about syndications and how passively investing in one can help you gain freedom and control over your life, visit:
www.passiveCREprofits.com
Connect with John on LinkedIn
Follow John on Instagram
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
To learn about syndications and how passively investing in one can help you gain freedom and control over your life, visit:
www.passiveCREprofits.com
Connect with John on LinkedIn
Follow John on Instagram
Episode 37: Show Notes
One of the most notable impacts of the COVID-19 pandemic has been the supply chain issues faced globally. These problems have seeped into most areas of the economy, and the effects have definitely been felt in the real estate sector too. Here on the show today to unpack his insight into this subject is Jeff Davis from Bridgestone Capital. We hear from Jeff about his specific real estate journey and how he entered the market and subsequently moved from single family to multifamily investments. Jeff does a great job of explaining why this move made sense to him and why he wishes he had made the shift sooner! From there, Jeff take a deep dive into the realities of the supply chain right now and the ways in which these are permeating all of our lives right now. This leads to some thoughts about what investors should be thinking about and doing, and Jeff also shares some thoughts on how the world right now compares to the 2008 financial crisis. We end off our chat with some time management tips and thoughts on continuous education from Jeff, so make sure to join in and hear all that this fabulous guest has to say!
Key Points From This Episode:
- Jeff's early years in New Orleans and the first part of his career.
- The jump that Jeff made into real estate in 2015 and his motivations at the time.
- Transitioning from single family to multifamily; Jeff unpacks how this unfolded for him.
- More context from his personal and family life.
- Explaining the increased scalability of multifamily investments.
- A look at the supply chain issues we are facing right now and their far-reaching impacts.
- Unpacking the relationship between inflation and supply chain problems.
- Contextualizing real estate rates and costs with regard to increased inflation.
- Comparing the current climate with the 2008 recession.
- Jeff talks about retirement planning in light of his current employment and investments.
- Time management strategies that Jeff uses to stay on track with all his commitments!
- The influence of mentorship, coaching, networking, and masterminds on Jeff's success.
- Jeff shares some advice for achieving more financial freedom!
Links Mentioned in Today’s Episode:
Jeff Davis on LinkedIn
Bridgestone Capital
Multifamily Advice
RaiseMasters
To learn about syndications and how passively investing in one can help you gain freedom and control over your life, visit:
www.passiveCREprofits.com
Connect with John on LinkedIn
Follow John on Instagram
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
To learn about syndications and how passively investing in one can help you gain freedom and control over your life, visit:
www.passiveCREprofits.com
Connect with John on LinkedIn
Follow John on Instagram
Episode 36: Show Notes.
Are you looking to escape your job? Are you worried about taking the plunge into full-time real estate investing? Then this episode of Freedom Investor radio is for you! Making the transition from a typical job to a successful real estate mogul may seem like a daunting task, but there is a secret: Just do it! This is the philosophy of Ryan Corcoran, founder, and CEO of SPG, an expansive real estate investment company encompassing primarily multi-family investment properties. Ryan was on the path of a typical W2 life, attaining a Master's Degree as a Physician Assistant, working long hours, and building up experience. However, at an early age, he bought a duplex for investment purposes and, over a couple of years, was able to enter real estate full-time; He has never looked back. In this conversation, you will hear how Ryan made the jump to full-time real estate investor and was able to finance his early investments. He tells us about the moment that changed his perspective on his job and the roots of his entrepreneurial spirit. We also learn about the challenges of growing a real estate company, the different resources he leverages, and how he was able to figure it all out. Ryan also shares some advice for those interested in entering real estate, his approach to finding new properties, his strategies to close deals, and much more! Tune in to learn how to go from zero to millionaire with real estate mogul Ryan Corcoran!
Key Points From This Episode:
- We start by hearing about Ryan’s background and what he is currently working on.
- Why Ryan was thinking about investing in a duplex at 22 years old.
- Find out if Ryan plans to specialize in the near future.
- The biggest challenges Ryan faced while growing his company.
- Learn about some handy resources Ryan leverages to free up his time.
- Where he gained his powerful entrepreneurial spirit from.
- Ryan gives us details about the ratio of direct mailers to closing deals.
- A breakdown of Ryan’s processes and approach to real estate investing.
- Hear about a software system that is vital to growing a real estate company
- How the various tools he uses translate into leads on property investments.
- Ryan shares how long he worked as a physician assistant before entering real estate.
- The moment Ryan realized that a typical job was not for him.
- He explains the mindset required to transition to full-time real estate investor.
- Ways in which Ryan is able to finance his investments.
- The definition of ‘the seller carries the note’ in the world of real estate.
- How his strategy has shifted in response to the current market conditions.
- What Ryan had to learn in order to close deals and be a successful investor.
- His approach and strategy to building his network.
- The books that have had the greatest impact on him and his reading habits.
- What Ryan did to overcome the imposter syndrome he experienced.
- We learn what a typical day looks like for Ryan.
- Advice that Ryan has for people who want to escape their nine-to-five job.
Links Mentioned in Today’s Episode:
Ryan Corcoran on Instagram
Ryan Corcoran on YouTube
Ryan Corcoran on TikTok
To learn about syndications and how passively investing in one can help you gain freedom and control over your life, visit:
www.passiveCREprofits.com
Connect with John on LinkedIn
Follow John on Instagram
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
To learn about syndications and how passively investing in one can help you gain freedom and control over your life, visit:
www.passiveCREprofits.com
Episode 35: Show Notes.
A combination of the space and garden of a house with the safety and community aspects of an apartment block sounds almost too good to be true, right? But this isn’t a fantasy, and Ruben Greth and his team are making this dream a reality for more and more people by the day. There’s a huge amount of competition in the multifamily real estate syndication space, but hardly any in the build-to-rent subdivision niche within it. Through his relationship-centered approach to capital raising, Ruben has carved out a reputation for himself that allows him the privilege of turning potential investors away when he doesn’t feel like they would be a good fit for his funds. Tune in for an informative episode where Ruben, a Managing Partner at Legacy Acquisitions, talks about the risks and benefits of working in the build-to-rent subdivision space, why capital raising isn’t a one-person game, how to expand your awareness in order to attract your goals, and more!
Key Points From This Episode:
- Ruben shares an overview of his 3-year journey from selling furniture to being a fund manager.
- Exploring some of the legislation that is relevant to fund managers.
- Examples of the different types of funds that exist.
- What you can expect to learn on The Capital Raiser Show.
- The people who make up Ruben’s capital raising team.
- Ruben provides a comparison between a CO-GP structure and a fund.
- Customer retention rate: why this is the key factor that Ruben looks at when performing due diligence on a potential operator.
- A common reason that Ruben will turn potential investors away.
- Ruben’s approach to marketing.
- Motivation behind Ruben’s decision to niche down into the build-to-rent subdivision syndication space.
- Risks and benefits of working in the build-to-rent subdivision syndication space.
- How Opportunity Zones work.
- Long-term exit plans versus short-term exit plans.
- What Ruben does to expand his awareness.
- Ruben’s advice for anyone wanting to replace their W2 income with passive income from real estate.
Links Mentioned in Today’s Episode:
The Capital Raiser Show
Ruben Greth on Twitter
Ruben Greth on LinkedIn
Legacy Acquisitions
RaiseMasters
To learn about syndications and how passively investing in one can help you gain freedom and control over your life, visit:
www.passiveCREprofits.com
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
www.passiveCREprofits.com
An important tool in the real estate world is your network. Getting yourself around the right people will move you forward much more quickly than solely using education. Our guest on today’s show is Luc D’Abreau. Luc is Managing Partner for Make It Rain Capital, a private equity multifamily investment firm focused on acquiring apartment properties. His goal in real estate is to create generational wealth, leave a legacy, and provide a better life for his family and community. Joining us today, listeners will hear about how Luc got into Real Estate, why he went the W2 route, what it’s like working with his wife Daisy, his long-term goals, and much more. Tune in now, for this great conversation with Luc D’Abreau, on this episode of Freedom Investor Radio! Enjoy.
Key Points From This Episode:
- What Luc is doing in the Real Estate space and how he got there.
- What capacity Luc is in the W2 world.
- The decision process behind going the W2 and college route.
- Luc’s thoughts on entrepreneurship: nature or nurture?
- The impact of his decision to move from Los Angeles to Austin and being more involved.
- Luc talks about tax benefits: him as a full-time W2 and his wife as a real estate professional.
- What it’s like working with his wife.
- How they’ve been navigating the new addition to their family; their son.
- Why Luc went right into multi-family as opposed to single-family; risk aversion.
- How Luc stays on track for success with his long-term goals.
- What Luc is seeing in the market in Texas and how he is pivoting the business within the current environment.
- How Luc is navigating their underwriting in the current environment.
- Long-term goals and whether Luc wants to transition into full-time real estate.
- The role coaching programs, Masterminds, or mentorship has played in his career.
- Luc mentions books that have played a significant role in his journey.
- A piece of advice from Luc for people wanting to get out of W2 and into things like real estate or other entrepreneurial endeavors.
Links Mentioned in Today’s Episode:
Luc D’Abreau on LinkedIn
Luc D’Abreau Email
Make It Rain Capital
Make It Rain Podcast
Rich Dad, Poor Dad
Gino Wickman
HubSpot
Asana
Upwork
The Alchemist
Think and Grow Rich
The Almanack of Naval Ravikant
Meetup
www.passiveCREprofits.com
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
www.passiveCREprofits.com
Another day, another opportunity to invest your way to freedom. Joining us today on the show is Satch Bernhardt of Bernhardt Capital. Satch is a former airline pilot for a US carrier who transitioned into Real Estate to pursue his passion for entrepreneurship. Skilled at finding assets, underwriting, and managing rehab budgets, contractors, and investors’ capital, he also founded his company Bernhardt Capital, a real estate investment firm dedicated to helping busy professionals invest. In today’s episode, we hear from Satch about his passion for investor freedom, why he decided on commercial multi-family real estate, his past scaling failures, and end off with advice from Satch for those wanting to escape the W2 world and dive into real estate full-time. Don’t miss out on this great conversation, tune in, and enjoy!
Key Points From This Episode:
- Introduction to Satch and what he does and his journey to where he is today.
- How he came across wholesaling and explains what it looks like.
- Satch shares his passion and what he truly aims to accomplish.
- How he built up his company and how he found the right people.
- The main reason he transitioned over to commercial multi-family real estate.
- A quick recap on what syndication is.
- Satch talks about the role he plays in the commercial multi-family space.
- Pilots: why invest with Satch instead of putting your money in a 401(k).
- Entrepreneurship: Satch shares personal traits related to why he is successful in this sphere.
- The mental toll behind relying fully on yourself, and not an employer, to provide checks each month.
- He shares his scaling failures and some lessons on what not to do.
- The importance of hiring the right people.
- How Satch got involved in the commercial space.
- More about the capital raising process and what it’s been like for Satch.
- A typical day for Satch; kicking it old school with a note paper.
- The role mentorship and coaching programs have played in Satch’s journey.
- One piece of advice Satch would offer to folks who are looking to escape the W2 world.
Links Mentioned in Today’s Episode:
Satch Bernhardt Capital
Ebook
Satch Bernhardt on LinkedIn
Satch Bernhardt on Twitter
Satch Bernhardt on Instagram
Satch Bernhardt on Facebook
Satch Bernhardt on YouTube
www.passiveCREprofits.com
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
www.passiveCREprofits.com
Welcome back to another episode of Freedom Investor Radio. Joining us today is Ben Nelson. Ben has over 15 years of large-scale project management experience; including multiple world-record credits, and he routinely manages large projects with multi-billion dollar budgets. He specializes in building relationships with stakeholders, government entities, municipalities, authorities, and institutions to reach common goals while creating uncommon results. Tuning in, you’ll hear all about what Ben does day-to-day with Wild Oak, how he overcomes limiting beliefs and pushes further when struggling, the assets Wild Oak focuses on, and the importance of learning from those who know more than you do. Ben also shares some personal details including his morning routine and why he sees it as imperative to productivity, as well as how he manages his time. Lastly, Ben shares some invaluable words of advice. You don’t want to miss this one!
Key Points From This Episode:
- A brief introduction to Ben Nelson and how he ended up as a partner at Wild Oak.
- What Ben does day-to-day.
- How Ben overcame limiting beliefs.
- Ben shares some tips he learned to help you push further when you’re struggling.
- The importance of a morning routine for Ben.
- How Ben manages his time and stays on track: realistic time blocking.
- The types of assets Wild Oak are focused on and the deals that stick out to Ben.
- What mentorship and coaching have done for Ben’s career.
- The importance of networking and learning from people who are more experienced.
- Ben’s advice for people wanting to escape the W2 world.
Links Mentioned in Today’s Episode:
Benjamin Nelson on LinkedIn
Wild Oak Capital
Pay It Forward Mastermind
Benjamin Nelson on Instagram
John Pearl on LinkedIn
www.passiveCREprofits.com
Each week, on Freedom Investor Friday, John will share his experiences and lessons learned on his journey to leave the W2 world and achieve financial freedom through real estate investing.
www.passiveCREprofits.com
Welcome back to another episode of Freedom Investor Radio! Today we are joined by former NFL Linebacker and current full-time real estate entrepreneur, Yannik Cudjoe-Virgil. Yannik is the principal of the Baltimore-based real estate investment and syndication firm, Merlynn Acquisitions, with experience in multi-family, mixed use, office, retail, and industrial properties across the USA. Yannik is of the strong belief that cashflow is the key to creating a life by your own design and on your own terms! In this episode, we discuss how Yannik went from being an NFL player to a real estate entrepreneur, what his company is focussed on, the financial and entrepreneurial influence he had, how he made the leap of faith from relying to W2 income to real estate investment alone, and the financial and educational resources available to athletes. We also talk about why our guest got involved in multi-family investing, the challenges he faces in larger projects, and what he thinks has made him successful. Finally, with words of advice about cashflow and success, Yannik leaves listeners wanting to replace their W2 income with full-time real estate investing. To hear all this and more, tune in now!
Key Points From This Episode:
- An introduction to today’s incredible guest, Yannik Cudjoe-Virgil.
- What Yannik is doing now and how he ended up there.
- What Merlynn Acquisitions is focussed on today.
- How the W2 job Yannik took after he left the NFL has been beneficial to what he’s doing now.
- The entrepreneurial and financial influence (or lack thereof) Yannik had growing up.
- What resources are available to professional athletes to teach them about managing money.
- What made him move from a W2 job to taking the plunge into full time real estate investing.
- How Yannik knew he could survive without relying on his W2 income.
- What made our guest want to get into multi-family investing.
- Yannik tells us about an 18-unit syndication he has recently been a part of.
- The kinds of challenges he faces in the larger deals that aren’t apparent in smaller ones.
- How Yannik made it to the NFL.
- The importance of mental health consciousness in sports.
- What he thinks the ‘secret sauce’ that makes him do well is.
- How our guest is adjusting to the constantly-changing investment rates.
- How mentorship and coaching has helped him achieve the level of success he has so far.
- Yannik’s advice to people who want to replace their W2 income with real estate investment.
Links Mentioned in Today’s Episode:
Yannik Cudjoe-Virgil on LinkedIn
Yannik Cudjoe-Virgil on Instagram
Yannik Cudjoe-Virgil on Facebook
Merlynn Acquisitions
Rich Dad, Poor Dad
John Pearl on LinkedIn
www.passiveCREprofits.com
Welcome back to Freedom Investor Radio for our very first solo episode with your host, and co-founder and managing principal at Freedom Investor, John Pearl! John has been part of numerous coaching and investing programs, has served in the California Army National Guard, and currently works as a Nuclear Security Specialist at Diablo Canyon Power Plant. Today we are discussing hassle-free real estate investing! John has had experience investing as both a limited and general partner in apartment syndications; tuning in you’ll hear all about what syndication allows you to do, its benefits, how apartment syndication works, how it can help you achieve your financial goals and diversify your portfolio, and what players are involved in the process. We also look into who can invest in apartment syndications, the types of apartments there are to invest in, and how to increase income and decrease expenses in apartment syndication. Next, we delve deep into all of the leverage you can use to your advantage in syndication, the tax benefits you can capitalize on, and how syndication magically compounds. Finally, John shares his controversial retirement plan with us. To be inspired and educated on apartment syndication, join us now!
Key Points From This Episode:
- What syndication allows you to do and what some of the benefits are.
- What an apartment syndication is and how it works.
- How apartment syndication can help you achieve your financial goals.
- Why syndication is an extremely powerful way to diversify your portfolio.
- How syndication works and who the players involved are.
- Who can invest in apartment syndications.
- The types of apartments out there to be invested in: class A to D.
- What the multi-family investing strategy is.
- How to increase income and decrease expenses.
- How you can use leverage to your advantage when investing; money, knowledge, and time.
- The tax benefits of investing in commercial real estate.
- The role of 1031 exchange in syndication.
- How investors make money in syndication.
- The magic of compounding.
- John’s retirement plan and how it differs from the traditional 401 (k) plan.
Links Mentioned in Today’s Episode:
John Pearl on LinkedIn
Free Guide on Passive Profits
Is it possible to work full-time, write a blog, successfully invest in real estate and have time for your family? Today’s guest, Dr. Jeff Anzalone, does all that and more! He is the founder of The Debt-Free Doctor, a website and online persona that offers up investment advice through a blog, videos, and other insightful tools. In our conversation, Dr. Anzalone tells us how he managed to turn the misfortune of losing a job into an opportunity to rebuild. We find out why passive investing is the way forward, how The Cashflow Quadrant has been an inspiration, what it’s actually like being your own boss, and how money can be used as a tool for time-freedom. You’ll also get a closer look at The Debt-Free Doctor and how our guest has managed to do it all, and then some! If you’d like to learn how you can live life in the top 1% and invest with purpose and drive, then tune in for this memorable episode!
Key Points From This Episode:
- Introducing today’s guest: Dr. Jeff Anzalone.
- Our guest’s professional background, what he’s doing right now, and how he got there.
- Wrongfully losing a job opportunity and trying to rebuild.
- A skiing trip and a big fall that led to investing in real estate.
- Passive investing as the answer to the question.
- The Cashflow Quadrant and how it’s helped Dr. Anzalone in what he’s doing now.
- Being the boss versus preferring to be an employee.
- How you make your money is more important than how much you actually make!
- Money as a tool for time-freedom.
- The Debt-Free Doctor: how it all started and where it is now.
- How learning a skill and going the extra-mile puts you in the top 1%.
- The way our guest is able to manage his busy work-life schedule.
- Asking ‘who’ questions instead of ‘how’ questions!
- Other content, apart from what is educational-based, that he hopes will get people into real estate investing.
- Dr. Anzalone’s personal preferences for investing.
- What he has done differently compared to other investors that has made him a success.
- A piece of advice our guest would give to his younger self and other new investors.
- Our guest’s plan for escaping the W2 world: break it down.
Links Mentioned in Today’s Episode:
Dr. Jeff Anzalone on Twitter
Dr. Jeff Anzalone on Instagram
Dr. Jeff Anzalone on LinkedIn
Dr. Jeff Anzalone Email
Debt-Free Doctor Website
The Ultimate Passive Income Guide
Seven Baby Steps
The Cashflow Quadrant
Who Not How
Think and Grow Rich
John Pearl on LinkedIn
If you are looking to lay the foundations for a sturdy future in multi-family investments, this is the episode for you! We welcome, ZANA Investments CEO, and Army veteran, Tim Little to the show today to talk about his inspiring and relatable journey through the world of real estate, and the important decisions he made along the way. His firm is named after his two daughters, Zara and Lana, and we get to hear from Tim about how his children are the ultimate inspiration for the hard work he puts in. In our chat, we talk about Tim's earliest forays into real estate, and the knock he took with the 2008 market crash. Tim then went on to dive into multi-family around 2014, and since then has grown his contacts and portfolio substantially. Today's conversation also covers his thoughts on educating future generations, why he believes so strongly in multi-family, challenges of the current climate, and more. So make sure to press play and join us for this great chat!
Key Points From This Episode:
- Tim's background, current syndication setup, and some of his journey to this point.
- Deciding between the available options; Tim's thinking about investing versus a W2 job.
- Tim unpacks the process and planning involved in setting up his multi-family business.
- Skills and lessons from the military; how some of them apply to Tim's work as an investor.
- The main motivations that keep Tim going; his two daughters!
- Tim's philosophy towards educating his kids on the subjects of finance and entrepreneurship.
- How Tim is approaching the current landscape and economy, and trying to make deals happen.
- Exploring some of the biggest challenges that are present in the multi-family space right now.
- Why relationships have been the foundation of Tim's success!
- Advice from Tim on how to escape the W2 world; the importance of having a plan.
- Where to find and connect with Tim online.
Links Mentioned in Today’s Episode:
Tim Little on LinkedIn
ZANA Investments
ZANA Cheatsheat
Diablo Canyon Nuclear Power Plant
John Pearl on LinkedIn
If you’re clear about where you’re going, then you’ll find a way to get there! After coming to the realization that he was undervalued in his W2 and that real estate investing had the potential to offer him all three degrees of freedom (locational, time, and financial), Derek Clifford embarked on a journey to build the life he truly wanted. Foundational to Derek’s path to success were the Four C’s; consistency, clarity, coaching, and connections. Tune in today to hear how Derek went from a disillusioned engineer to the co-founder and CEO of Elevate Equity, which has a portfolio of around 500 multifamily units! Derek’s wife, Sophie, is also his business partner, and he has some valuable advice to share about working alongside your significant other, as well as how to develop the mindset of a champion!
Key Points From This Episode:
- The two key factors that drove Derek to become a full-time real estate investor.
- Consistency, clarity, coaching, and connections: the Four C’s that have helped John succeed in the real estate space.
- Three degrees of freedom: locational, time, and financial.
- Advice for overcoming the fear of leaving your W2.
- How to determine if being a full-time real estate investor is a good choice for you.
- The complementary positions that Derek and his wife hold in their company, Elevate Equity.
- Examples of ways to involve your partner or spouse in your vision.
- Derek’s experience as an “Airbnb nomad.”
- The power of letting go of material possessions.
- How Derek has funded his deals.
- Daily habits that Derek believes have been crucial to his success.
- Derek’s approach to mitigating risk while underwriting.
- Why you should prioritize your mindset!
Links Mentioned in Today’s Episode:
Elevate Equity
Elevate Equity LinkTree
Special Offer
Part-Time Real Estate Investing for Full-Time Professionals
Derek Clifford on LinkedIn
Atomic Habits
Miracle Morning
The ONE Thing
Today’s guest helps high net-worth individuals passively invest with best-in-class commercial real estate syndication and deals using a customizable equity fund as the vehicle to help diversify investment portfolios. In this episode, Jeff Greenberg, the CEO of Synergetic Investment Group, LLC, shares some of the vast wisdom he has gained in more than 12 years of managing all aspects of commercial real estate ownership. From acquisitions to operations, value adds, dispositions, and investor relations, over the years, he has done every role in the syndication model of commercial real estate. Tuning in you’ll hear about the differences between open customizable funds and normal syndications and how Jeff uses his fund to help people get into quality deals. Jeff explains what the process of investing with him looks like and what he looks for when vetting out potential operators to raise capital for. You’ll discover why being conservative is the most important aspect of an operator who Jeff would work with, why it’s more important to know who's doing the operations than anything else relating to the deal, and the role of networking in Jeff’s success. To hear what Jeff would have done differently in his career thus far and his advice to anyone wanting to create a life of freedom and control through real estate investing, don’t miss it!
Key Points From This Episode:
- Jeff Greenberg’s background and how he became a private equity fund manager.
- The open customizable fund that Jeff created and how he helps people get into quality deals.
- How investing in an open customizable fund is different from investing in a normal syndication.
- What the process of investing with Jeff’s company looks like for individual investors.
- How the pass-through tax benefits of investing in Jeff’s fund differ from that of normal syndications and the benefits of bonus depreciation.
- What Jeff’s process looks like when vetting out potential operators to raise capital for.
- How Jeff handles an interesting deal from somebody he’s never met before.
- Jeff’s take on the marketplace and what he expects from it over the next few years.
- Why being conservative is the most important aspect of an operator that he would work with.
- The kinds of deals he has been interested in over the past six months.
- The role of networking in Jeff’s success and how to be more strategic about it.
- Why Jeff believes he has been so successful and why people should invest with him.
- What Jeff would have done differently in his career thus far.
- Jeff’s advice to anyone wanting to create a life of freedom and control through real estate investing.
Links Mentioned in Today’s Episode:
Jeff Greenberg
Jeff Greenberg’s email
Synergetic Investment Group
"46 Questions Passive Investors Should be Asking Deal Sponsors"
Today’s guest is in his early twenties but, together with his brothers, he has a six-future business and has partnered on a multifamily portfolio of over 636 units. In this episode, we are joined by Jeffrey Donis who did his first real estate deal when he was still in college and then went against his mother’s wishes to drop out and pursue real estate investing full time, but it seems to be paying off! He explains how he started Donis Investment Group just two years ago with his two brothers and together they are buying multifamily apartment complexes in North Carolina, Georgia, and Florida. Tuning in, you’ll hear how he and his brothers first became interested in real estate, how Jeffrey’s trip to Guatemala helped him overcome the mental barriers he had to get into this business, and how he has overcome limiting beliefs like those about his age and race. You’ll find out how he brings value at his age, the benefits of being a connector, and the role that mentorship has played in his success. To discover what Jeffrey has done differently from other 20-year-olds to make him so successful, what he and his brothers are doing differently from other multifamily operators, and Jeffrey’s advice to anyone wanting to create a life of freedom and control through entrepreneurship and investing (regardless of their age or experience level), tune in today!
Key Points From This Episode:
- An introduction to Jeffrey Donis and how he and his brothers started Donis Investment Group.
- How he and his brothers first became interested in real estate.
- How his trip to Guatemala helped him overcome mental barriers to getting into this business.
- What led Jeffrey to transition from single-family to multifamily real estate.
- How Jeffrey has overcome limiting beliefs like those about his age and race.
- How he brings value at his age and the benefits of being a connector.
- The role that mentorship has played in his success and how he has leveraged his mentor.
- Some of the markets that Jeffrey is investing in.
- How the brothers manage their business roles and divide up the work.
- What Jeffrey has done differently from other 20-year-olds to make him so successful.
- What he and his brothers are doing differently from other multifamily operators.
- The power of taking a cold shower every day.
- Where the Donis brothers see themselves in 10 years.
- Jeffrey’s advice to anyone wanting to create a life of freedom and control through entrepreneurship and investing.
Links Mentioned in Today’s Episode:
Jeffrey Donis
Donis Investment Group
Rich Dad, Poor Dad
Outwitting the Devil
Rich Dad CASHFLOW Board Game
Donis Brothers on Instagram
Donis Brothers on Facebook
Donis Brothers on YouTube
Donis Brothers on TikTok
Donis Brothers on Twitter
Real Estate Monopoly Podcast
How to NOT Go Bankrupt: 5 Mistakes New Investors Make
The 1031 exchange may sound extremely inaccessible, but it has some great benefits that you don’t want to miss out on. Today on the show we get together with Alex Olson, a Senior Real Estate Broker, who specializes in helping 1031 exchange buyers who are looking for off-market multifamily and NNN Investments. Tuning in you’ll hear an overview of the 1013 process, who it applies to, and how to make use of it. Alex gives a step-by-step breakdown of the 1031 exchange process and explains why a qualified intermediary is critical. Learn how Alex’s company guides their clients through the process, how to get the best value for money, as well as why timing is essential. Alex also shares some of the benefits of investing in Kansas City and the Midwest, including the tax benefits and low construction costs. To learn more about how you can benefit from the 1031 exchanges, make sure you tune in today!
Key Points From This Episode:
- Introducing today’s guest, Alex Olson.
- How Alex became a Senior Real Estate Broker for 1031 Exchange Buyers.
- The benefits of a 1031 exchange and who it applies to.
- The value at which a 1031 exchange becomes most beneficial.
- How to use a 1031 exchange for passive real estate investment.
- The process of initiating a 1031 exchange.
- The role of a qualified intermediary in a 1031 exchange.
- An overview of a full 1031 exchange process.
- Why Kansas City and the Midwest are great places to invest in.
- Some of the benefits to landlords who invest in Kansas City and the Midwest.
- The tax benefits and low construction costs when you invest in Kansas City.
- The type of properties you can find on Alex’s off-market marketplace.
- The typical price range and asset classes on Alex’s off-market marketplace.
- Alex’s advice for investors looking to replace their income with passive investments.
Links Mentioned in Today’s Episode:
Alex Olson
Alex Olson on LinkedIn
Alex's Email
Xchange CRE
One of the best ways to grow your wealth is by ensuring that you are optimally leveraging your current assets and fully equipping your cash flow. Today on the show, we talk with Stephanie Riley, Senior Mortgage Banker with Equity Strategies Team, about how to do just that. Stephanie and her team help aspiring and active real estate investors gain financial stability and grow their wealth by optimally leveraging their assets. In our conversation, Stephanie shares how she first discovered her passion for real estate while also providing an overview of what Equity Strategies Team offers their clients, and how you can get involved. Learn how to reallocate your assets and how best to approach refinancing, or reliably obtain a line of credit. We also discuss the current rise in interest rates, how to adapt, and how to hedge your portfolio to thrive within a volatile market. Tune in for this pivotal conversation on utilizing the equity in your home to increase your net worth.
Key Points From This Episode:
- Introducing today’s guest Stephanie Riley.
- How Stephanie first became involved with finance and real estate.
- Some of the services that the Equity Strategies Team offers their clients.
- How the Equity Strategies Team helps clients shift their mindset.
- Some of the ways you can reallocate your assets to invest in real estate.
- How you can refinance or get a line of credit.
- The role that timing plays in financing and leveraging your investments.
- The value of having diverse investments in a volatile market.
- How you can reach out to the Equity Strategies Team.
- Why it’s best to act swiftly and how to speed up the process.
- What you can expect from one of their strategy sessions.
- The current rise in interest rates and how to adapt.
- Stephanie’s advice for investors looking to replace their income with passive investments.
Links Mentioned in Today’s Episode:
Stephanie Riley on LinkedIn
Equity Strategies Team
Free Report: Email Equity Strategies Team
The demand for rare earth metals has steadily been increasing with the rise of smartphones, solar power, and electric cars. The same is true for strategic metals, an umbrella term that includes technology metals, rare earth metals, green metals, and rare earth elements. Strategic metals have an incredible range of use cases, like military and green energy applications, and have even proven to be effective in certain skin cancer treatments. Up until recently, it was virtually impossible for private investors to invest in physical strategic metals due to the complex safety and security measures that govern mining and purchasing. Today on the show we hear from Lou O’Connor, owner and CEO of Strategic Metal Invest, about how his company is empowering private investors to invest in physical strategic metals. Tuning in you’ll hear Lou give a detailed account of how his company has achieved this, as well as the exact process that takes place behind the scenes when you purchase strategic metals through them. We also discuss the role of strategic metals in different sectors, the pros and cons of investing in strategic metals, and how anyone can get involved. For a fascinating conversation on the global network for strategic metals, how to invest, and much more, make sure you listen in today!
Key Points From This Episode:
- Introducing today’s guest, Lou O’Connor.
- How Lou founded Strategic Metals Invest.
- An overview of Strategic Metals Invest.
- A breakdown of rare earth metals and what they are used for.
- Why it’s been impossible for individuals to invest in physical rare earth metals in the past.
- Gain insight into Strategic Metals Invest’s primary business.
- What Strategic Metals Invest offers its investors.
- Examples of specific use cases for rare earth metals.
- Why China is the dominant market leader in rare earth metals.
- The costly process of refining rare earth metals.
- The 17 rare earth metals and the selection that Lou’s company is investing in.
- The definition of stock to flow ratio and why it’s relevant for investing in rare earth metals.
- Why Strategic Metals Invest is the only company that allows private investors to invest in physical rare earth metals.
- The high demand for rare earth metals that is expected in the coming years.
- Why investing in rare earth minerals isn’t more well known.
- A breakdown of the process that takes place when you invest in physical rare earth metals with Strategic Metals Invest.
- The risks to take into consideration when investing in rare earth metals.
- The minimum amount of money needed to invest with Strategic Metals.
- Why there are no limitations on who can invest with Strategic Metals Invest.
- The speedy rate at which investors can liquidate their assets.
- How investors can undertake due diligence when investing in rare earth metals.
- Lou’s advice for investors looking to replace their income with passive investments.
Links Mentioned in Today’s Episode:
Louis O’Connor on LinkedIn
Strategic Metals Invest
Email Strategic Metals Invest
METLOCK
TRADIUM
Often we don’t know how much we need help until we get it. Today we are joined by Charlie Wessel out of Charleston, South Carolina, the founder and principal of Cordell Capital who runs the company with the help of just one virtual assistant. The company has grown to the point where it now manages 786 units with $73 million in assets under management. In this episode, Charlie explains how he first got into commercial real estate in 2006 and how he started his company to bring private equity to investment opportunities. Tuning in you’ll hear how Charlie first realized he needed a Virtual Assistant, how he found her, and what type of work she helps him with. Charlie also shares what he looks for in a potential investor, what types of deals and markets he focuses on, and why he’s determined to stay in the multifamily space. To hear all this as well as Charlie’s advice to anyone looking to replace their income with real estate investment income, tune in today!
Key Points From This Episode:
- How Charlie Wessel got started in real estate investing and then multifamily.
- How Charlie switched over to raising capital and taking care of investor relations for those in the property space.
- Insight into Charlie’s company Cordell Capital and how he and his virtual assistant manage 786 units with $73 million in assets under management.
- How Charlie realized he needed help and how he went about finding the right VA.
- The types of tasks Charlie’s VA helps him with.
- How Charlie communicates with his VA considering the time zone difference.
- Charlie’s thoughts on the importance of education for a passive investor.
- What Charlie looks like in a potential investor.
- What types of deals and markets Charlie looks for and focuses on.
- New exciting opportunities that Charlie is interested in investing in and why he’s sticking with multifamily.
- What Charlie looks for in terms of due diligence on big-ticket items.
- The role that coaching and mentorship have played in Charlie’s success.
- Charlie’s advice to anyone looking to replace their income with real estate investment income.
Links Mentioned in Today’s Episode:
Charles Wessel on LinkedIn
Cordell Capital
Cordell Capital on Facebook
Cordell Capital on Instagram
Cordell Capital on YouTube
Rocket Station
ActiveCampaign
Calendly
Zoom
Besides real estate, the world of cryptocurrency is an avenue that offers individuals a way to gain more financial freedoms and autonomy in today's landscape. On the show today, we welcome Michael Flight from Liberty Real Estate Fund to talk about how bringing together the power of these two spaces can serve any investor in the short or long term. We have a fascinating conversation, with Michael weighing in on many important and fundamental areas of his business and how they can apply to your investment strategy. We talk about the upcoming Blockchain Real Estate Summit and why he really recommends attending to take your knowledge and skills to the next level. Listeners can also expect to get some great advice on the areas that are most likely to move the needle when looking for the correct use of your funds in relation to real estate and the blockchain. So to hear it all from Michael, and get the engine started on the next phase of your investment journey, tune in!
Key Points From This Episode:
- Michael breaks down his history in real estate and where he is focusing his investments currently.
- How Michael got interested in ICOs and the cryptocurrency side of investments.
- Unpacking how you can back up a real estate investment with a stable coin.
- An introduction to the tokenization of real estate and what this means for investors.
- Examples of what services like BlockFi and Aave can do for you.
- The lay of the land right now, at this early stage of the blockchain real estate game.
- Considering the increased freedoms afforded by cryptocurrencies.
- The weakness of fiat currencies and why hard assets are so vulnerable.
- More information about the upcoming Blockchain Real Estate Summit and who could benefit from attending.
- Advice from Michael for escaping the W-2 world and creating financial freedom through real estate.
- How to find and connect with Michael and Liberty Real Estate Fund online!
Links Mentioned in Today’s Episode:
Michael Flight
Liberty Real Estate Fund
Michael Flight on Twitter
Real Estate Guys
Secrets of Successful Syndication
Aave
BlockFi
Blockchain Real Estate Summit
Damion Lupo is no stranger to the ups and downs of entrepreneurship. His entrepreneurial journey began at the age of 11, by his 20s he was a multimillionaire, and a few years later he had lost it all. Undeterred, Damion set about on his own great reset, and came out on the other side with a whole new philosophy which is built on a foundation of the pursuit of purpose, rather than money, and which he believes is a far more effective recipe for success. In today’s episode, Damion and I discuss how the Enhanced Qualified Retirement Plan (eQRP) which he developed helps people regain control over their money, and why investing in Bitcoin should be a no-brainer. Damion is interested in everything that disrupts mainstream systems, and at the end of this episode, you’ll be thinking about the future of your finances in a whole new way!
Key Points From This Episode:
- Where Damion’s entrepreneurial journey began
- The massive crash that Damion suffered in 2008.
- What Damion’s core philosophy is.
- Damion explains what the eQRP is and what motivated him to create it.
- Examples of how you can participate in the eQRP.
- The court case which ruled that checkbook controls are illegal.
- How the eQRP benefits kids.
- A story which highlights the importance of filing your forms correctly.
- Why Damion thinks everyone should have Bitcoin.
- How Damion predicts the world is going to change in the near future.
- The value that lies in failure.
- Three essential tools for your entrepreneurial journey.
- Advice for anyone looking to replace their W2 income with passive income.
Links Mentioned in Today’s Episode:
Financial Underdogs
QRP Book
Black Belt Wealth
Damion Lupo on LinkedIn
Welcome back to another episode of Freedom Investor Radio! During today’s episode, we speak to Hunter Thompson, full-time real estate investor, and founder of Asym Capital, a private equity firm in Los Angeles where he has helped more than 400 retail investors to acquire over $150,000,000 of mobile home parks, self-storage, retail, office, ATM machines, and cryptocurrency assets. He is the host of the wildly successful Cash Flow Connections Podcast, and the author of Raising Capital for Real Estate, which reached number one in its category on Amazon. Tune in to hear Hunter’s story, why he believes in real estate above all other forms of investment, and how he uses interest rates to predict recession. We discuss three pieces of the inflation story and provide advice for those looking to manage their current capital to their advantage while on a fixed income. Hear how the beat the game of the rich getting richer while the poor stay poor, learn how Hunter recommends you use debt to your advantage, and get some great advice from someone who has made a great success of passive investment today!
Key Points From This Episode:
- An introduction to today’s guest, Hunter Thompson, with Asym Capital.
- What motivated him to start his private equity company: moving his money, and his family’s money out of the stock market.
- Why he believes that real estate is the most effective way to get predictable returns.
- The free summit you can find at 100ktoinvest.com
- An overview of what the yield curve is, for beginners.
- Using rising interest rates to predict recession.
- The third piece of the inflation story: debt, and how this impacts purchasing power.
- How to manage your current capital if you are on a fixed income.
- How to beat the game where the rich get richer through owning the right assets.
- Why, if you are interested in investing, you should educate yourself before doing anything.
- Using debt to your advantage using interest rates.
- Alternate forms of media Hunter is a fan of: Dave Smith and Michael Malis.
- Why Hunter changes his allocation based on changing dynamics.
- Advice for those looking to invest passively: don’t try it on your own!
Tweetables:
“We have to find more predictable ways of creating favorable returns, and real estate is by far and away, the best way to do that and I can take some data points to justify that in today’s climate but I build up some very powerful relationships to some great people and then basically, we curate opportunities for our investors.” — Hunter Thompson [0:01:40]
“Over the last 24 months, central banks all around the world printed a total of about 10 trillion dollars and so, those trillions of dollars have created this massive tsunami of liquidity, which is slushing around the financial market searching for yield.” — Hunter Thompson [0:08:10]
“Look, if you’re new to this space and you're interested in getting into investing. I would not go and start investing right now, what I would do is go absolutely all in on education.” — Hunter Thompson [0:14:05]
Links Mentioned in Today’s Episode:
Asym Capital
Cash Flow Connections
Hunter Thompson on Instagram
Hunter Thompson on LinkedIn
Hunter Thompson on Facebook
Special Offer
Raising Capital for Real Estate
Today’s guest is currently balancing his full-time job as Chief Financial Officer and his ‘side hustle’ as a real estate investor at his company, Ambition Capital Group, which helps passive investors invest in commercial short-term rentals and apartments. However, Michael Meade has reached the point where he is ready to put all his time and energy into real estate investing and, in just four months’ time, he is leaving his W2! In today’s episode, Michael shares what his career journey has looked like to date and some of the goals he has for the future. Michael is a numbers guy, so if you’re someone who is interested in pursuing real estate investing as your sole source of income, he has a simple calculation you can use to work out if it’s the right time! Tune in today to hear all of this and more!
Key Points From This Episode:
- Michael shares where his career journey began and how he became involved in real estate.
- Success that he has seen to date in the real estate investment space.
- Where the majority of his investments are situated.
- How he scaled up his real estate business over the space of a few years.
- The goal that Michael is aiming to achieve by the end of 2022.
- What he sees as the key to balancing a full-time job and managing an investment portfolio.
- An overview of what his role as a real estate inventor entails.
- The difference between how evaluations are conducted on residential properties versus commercial properties.
- Michael shares three personal stories that highlight the importance of networking.
- Why he feels ready to leave his W2 (which he is doing in a few months’ time).
- Why leaving your W2 isn’t as risky as you may think!
- The immense value Michael sees in mentorship programs and networking.
- His approach to dealing with the current uncertain economic environment.
- Advice for anyone interested in making real estate investing their sole source of income.
Links Mentioned in Today’s Episode:
Michael Meade on LinkedIn
Ambition Capital Group
Email for Tax Free Report
Inner Circle
Today we're welcoming Jeremy Roll to the show to address a topic that is becoming increasingly urgent: how to protect your equity during economic uncertainty. Jeremy started investing in real estate and businesses in 2002, and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash-flowing investments in real estate and businesses. Jeremy is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 with the goal of facilitating networking and learning among real estate investors, in a strict no sales pitch environment.
In this conversation, you'll hear the genesis story of how he entered the world of cash flow opportunities, as well as the best ways to network and vet these types of opportunities. Jeremy shares his seasoned insight into the current inflationary environment and imminent recession, before guiding us through the three buckets that he is currently focusing on. You'll hear the top red flags that every investor should be looking out for right now, as well as a detailed explanation of the giant risk 'elephant in the room' that should be dominating the conversation! If you're looking to make the switch from W2 income to the world of real estate investment, tune in to hear his hard-won advice to heed before taking the leap!
Key Points From This Episode:
- Introducing Jeremy, his career arc, and how he got where he is today.
- He explains the concept of investing in cash flow opportunities.
- How he initially got involved with and vetted these types of opportunities.
- The best way to network and learn about what sponsors are doing.
- His opinions on the current inflationary environment and an imminent recession.
- How we as investors can protect ourselves and our equity in times like this.
- The three buckets he's focused on and his number one concern for the next 12-24 months.
- Diving into short-term investments and how he links up as an individual investor.
- The key to working with tax-abated multi-family opportunities.
- An eye-opening insight into a current red flag that no one is talking about.
- Other red flags to watch out for specifically in the current environment.
- His ideal sponsor to match with.
- A reminder to never skip running a background check.
- Jeremy shares some closing advice: learn as much as you can before starting!
Links Mentioned in Today’s Episode:
Jeremy Roll Email
For Investors By Investors
Intelligent Investors Real Estate Conference
Hunter Thompson on LinkedIn
The Wharton School
Realty Mogul
Ray Dalio on Twitter
Best Ever Conference
Shadow Government Statistics
Welcome to another episode of Freedom Investor Radio! Joining us in conversation today is Stewart Heath with Harvard Grace Corporation. Tune in to hear the story of how he fell in love with the world of real estate and investment, and how being the CPA who never thought anything would go wrong threw a spanner in the works for him. Stewart describes real estate as the method that enables middle class people to become high net worth people and gives us an overview of the last twenty years in the real estate investment space, before introducing listeners to an asset class with an upswing guaranteed to surprise you. He offers his wisdom to those looking to move from W2 income to entrepreneurship and real estate, and points listeners in the direction of resources to get educated and make better investment choices. Thanks for tuning in!
Key Points From This Episode:
- An introduction to today’s guest, Stewart Heath.
- The story of how Stewart fell in love with the world of real estate and investment.
- How being the CPA who never thought anything would go wrong was damaging.
- The Real Estate recession that happened in 1978 and how it influenced Stewart.
- How he overcame the mental barriers barring him from re-entering real estate.
- Why real estate enables middle class people to become high net worth people.
- An overview of the real estate climate from the early 2000s to today.
- An asset class with a surprise upswing: suburban office.
- What he would tell somebody to educate them on the benefits of office syndication investment.
- The climate in Tennessee at the moment.
- Partway Partners: the deal he recently closed.
- How Harvard Grace differs from its competitors.
- Advice Stewart would give to those looking to replace W2 income with real estate.
- Why you should read Rich Dad, Poor Dad.
Links Mentioned in Today’s Episode:
Stewart Heath on LinkedIn
Harvard Grace Corporation
Rich Dad Poor Dad
Today’s tactic to invest your way to freedom involves self-storage and pre-emptively proofing your portfolio against recessions. Joining us in conversation today is Ted Greene, with Spartan Investments. Hear the story of how he became connected to Spartan, and get his perspective on the macroeconomic climate. You’ll hear practical advice on replacing your W2 income after finding an investor, and how administrators can incorporate commercial real estate through lifecycle funds. Ted introduces us to the Prudent Man Rule and tells us what will happen if lending rates remain at a relatively low environment, before giving us his predictions for 401k investors and market changes. We pick Ted’s brain about the risks and benefits of the self-storage industry in comparison to multi-family, and he reveals the key elements Spartan looks for before investing in a new property. In closing, Ted shares some powerful wisdom from his career with listeners that you can implement immediately. Thanks for joining us!
Key Points From This Episode:
- An introduction to today’s guest, Ted Greene, with Spartan Investments.
- The story of how he became connected to Spartan.
- How the topic of macroeconomics can seem overwhelming even though it doesn’t have to be.
- Cash flow from government and corporate bonds.
- Why you should replace your W2 income from a portfolio of private investments.
- Why he advises people to create a surrogate stream of W2 income after finding an investor.
- How administrators can incorporate commercial real estate through lifecycle funds.
- What the Prudent Man rule involves.
- What folks in the W2 world can do to protect, preserve, and grow their wealth.
- His prediction for the next five years in government support.
- What will happen if lending rates remain at a relatively low environment.
- His prediction that the 401k investors will be very focused on real estate.
- Ted draws a comparison between market changes in 2008 to 2011 and in 2000.
- Why you should be careful about taking on risk especially as it pertains to risk.
- Why you shouldn’t buy more of the best performing asset.
- How he looks at the world through a lens of diversity in anticipation of change.
- Self-storage in comparison to multi-family and why Ted has chosen the former.
- Changes in the industry between July of 2020 through the end of June 2021.
- How self-storage helps you to avoid the issues involved with tenants and evictions.
- Risks involved with self-storage and why he likes tertiary or shoulder markets.
- Key things Spartan looks for in a property before purchasing it.
- His advice to folks looking to exit in the current environment: don’t make investment decisions based on what you’ve seen in the rearview mirror.
- Where to find Ted and get connected to Spartan.
Links Mentioned in Today’s Episode:
Spartan Investment Group
Ted Greene on LinkedIn
Today’s guest has read over 750 books and believes that personal development has been pivotal to his success in real estate investing. Today we are joined by Logan Freeman whose determination to be in control of his life and have freedom of his time led him to educate himself, shift his mindset, and achieve success in the world of commercial real estate. Logan describes his humble beginnings in a blue-collar household, his football success, and his realization that people can make their money work for them. Tuning in you’ll hear how he educated himself and founded FTW Investments, a private equity and commercial real estate business based out of Kansas City, Missouri with over 1,400 units in its portfolio and 21 employees. We discuss the value of personal development and mentorship, the benefits of surrounding yourself with people who have similar goals to you, and how Logan applied the knowledge he gained from reading books to entrepreneurship. To hear Logan’s advice to anyone who wants to leave their job to go into real estate investing, tune in today!
Key Points From This Episode:
- How Logan Freeman is transitioning from a producer/solopreneur to a business owner.
- Insight into how Logan’s career was motivated by his family background and football career.
- How he educated himself and shifted his mindset.
- Logan’s realization that people can make their money work for them.
- The role of personal development in Logan’s success.
- How he applied the knowledge he gained from reading books to entrepreneurship.
- The recent growth of Logan’s company FTW and insight into its portfolio.
- The importance of communication in team-building.
- The services that FTW provides to investors.
- What a 1031 exchange is and how FTW helps a client go through one.
- Where Logan is currently investing and why he focuses on the Midwest.
- A recent deal that he closed and what the process may look like for somebody on the passive investing side.
- Logan’s plans for FTW in 2022.
- One piece of advice that Logan would give to someone who wants to leave their job to go into real estate investing.
Links Mentioned in Today’s Episode:
Logan Freeman on LinkedIn
FTW Investments
Rich Dad Poor Dad
Ozark
Jim Rohn
Living your Best Year Ever
Traction
Think and Grow Rich
How to Win Friends & Influence People
Loom
Am I Being Too Subtle?
Principles
StrengthsFinders 2.0
Kolbe Assessment
Welcome back to another episode of Freedom Investor Radio, coming to you live from the Best Ever Conference in Colorado! Today, we are joined by cardiac anesthesiologist and real estate investor and syndicator, Dr. Siyavash (Sia) Fooladian. Dr. Sia is a Managing Partner at TitanCor Capital and is hyper-focused on creating a legacy rooted in family, impact, contribution, and compassion. In this episode, we find out how real estate investing has improved Dr. Sia’s work-life balance, and how he is enabling the same balance for his clients. We get some insight into Dr. Sia’s personal secret to success in the realm of multi-family asset acquisition, and advice for replacing your W-2 income with passive real estate income. Tune in to hear all about the benefits of connection, education, and action!
Key Points From This Episode:
- Introducing cardiac anesthesiologist and real estate investor and syndicator, Dr. Siyavash (Sia) Fooladian.
- How Dr. Sia’s personal background has impacted the goal of his company, TitanCor Capital.
- How real estate has enabled Dr. Sia to scale back on medicine, improving his work-life balance.
- How he is helping others achieve free time through multi-family investing.
- Dr. Sia’s secret to success in multi-family asset acquisition.
- The importance of surrounding yourself with like-minded people.
- The mindset with which Dr. Sia approaches real estate investment.
- Dr. Sia’s daily meditation practice.
- TitanCor Capital’s recent successes and future goals.
- Why Dr. Sia recommends coaching and mentorship.
- Advice for those looking to replace their W-2 income with passive income from real estate.
Links Mentioned in Today’s Episode:
Dr. Siyavash Fooladian on LinkedIn
Best Ever Conference
TitanCor Capital
Joe Fairless
Today we are coming to you live from the Best Ever Conference in Denver Colorado, and we are fortunate enough to be joined by the Vertical Street Ventures masterminds and Managing Partners, Jenny Gou and Steven Louie! Jenny currently oversees Asset Management and Investor Relations, while Steven is responsible for acquisitions, sourcing capital, and building key strategic partnerships. In this episode, we find out what Vertical Street Ventures is doing differently that sets them so drastically apart and has allowed them to achieve such rapid growth in the multifamily space. We also hear some insights into how our guests were able to replace their W-2 incomes with income from real estate investing! Jenny and Steven share their goals and future endeavors for Vertical Street Ventures, including their academy and their plans to give back to the communities they invest in. Tune in to find out how you, too, can plan to replace your W-2 income with real estate income, and why forming solid relationships is by far the most effective mode of networking!
Key Points From This Episode:
- Jenny Gou and Steven Louie share their backgrounds and what led them to multifamily.
- How Steven was able to quit his W-2 job during the pandemic.
- How Jenny jumped from the W-2 world to becoming a full-time investor.
- The mindset shifts Jenny and Steven underwent to forfeit the security of a W-2 income.
- What has contributed to the rapid growth of Vertical Street Ventures.
- The importance of having a strong team in which everyone knows their role.
- What was involved in Vertical Street Ventures’ planning stages.
- What Vertical Street Ventures has done differently in order to scale faster than others.
- Vertical Street Ventures’ future endeavors!
- The goal of the Vertical Street Ventures Academy.
- How the company plans to give back to the communities it invests in.
- Which markets Jenny and Steven are most interested in.
- Jenny and Steven’s goals for the Best Ever Conference!
- Advice for those looking to replace their W-2 income with income from real estate investing.
Links Mentioned in Today’s Episode:
Vertical Street Ventures
Vertical Street Ventures on Facebook
Vertical Street Ventures on LinkedIn
Vertical Street Ventures on Instagram
Vertical Street Ventures on Twitter
Vertical Street Ventures Academy
Jenny Gou on LinkedIn
Steven Louie on LinkedIn
Rich Dad Poor Dad
Who Not How
Taking the leap from a steady job into entrepreneurship can seem daunting and overwhelming, but if you save enough money for your transition, pursue self-education, and find a reliable mentor to guide you, you have every chance of finding success and building a successful future based on entrepreneurship. These insights come from today’s incredible guest, Adam Carswell, a real estate entrepreneur, podcaster, and co-founder of RaiseMasters, the number one mastermind for elite capital raisers. We talk with Adam about his journey into real estate, why he chose to pursue entrepreneurship, and how his leadership skills have helped him in his career. In our conversation, Adam describes how his experiences in college shaped his perspective on life, and how earning his master’s degree in Belize while coaching basketball allowed him to become a better leader while also doing something he loved. We learn how Adam came to co-found RaiseMasters, a company that ensures repeated funding for their clients, and how the art of listening has helped him identify quality clients that align with their vision. Adam goes on to share how YouTube helped him connect with like-minded people and how he learned to network, despite being convinced of his introversion. Tuning in you’ll also hear about his podcast Dream Chasers, the details of the Free Republic of Liberland, and how Adam came to be known as The Voice of Liberty. You won’t want to miss this incredible conversation on entrepreneurship, leadership, and the importance of connection, so make sure you tune in today!
Key Points From This Episode:
- Get to know today’s guest Adam J. Carswell and why lifestyle is his prime motivator.
- What Adam has been up to recently, both professionally and recreationally.
- How Adam Carswell became a real estate entrepreneur and podcaster.
- Adam’s company RaiseMasters, and how they ensure repeated funding for their clients.
- Adam’s experience earning his master’s degree in Belize while coaching basketball.
- What Adam learned from working in Washington DC.
- The leadership skills that Adam has learned and how they have shaped his career.
- How the art of listening has helped Adam gain credibility and identify quality clients.
- How starting a T-shirt company helped Adam shift his mindset to pursue entrepreneurship.
- Some of the obstacles to abandoning a steady income and why you need an exit plan.
- Myron Golden’s Four Levels of Value and how it influenced Adam’s entrepreneurship journey.
- The story of how Liberland came into existence and its relationship to Crypto.
- How Adam came to be known as The Voice of Liberty through his podcast Dream Chasers.
- Adam’s advice on transitioning from a stable job to entrepreneurship.
- Adam’s biggest achievements in 2021 and his goals for 2022.
Links Mentioned in Today’s Episode:
Adam Carswell on LinkedIn
Adam’s Email
RaiseMasters
Liberty Fund
Dream Chasers Podcast
Liberland
Your Invisible Power
The Secret
The most successful people in the world didn’t follow a specific set of steps, they made their way in through the side door, and that’s precisely the approach today’s guest has taken to multifamily real estate. Bronson Hill is the Managing Member of Bronson Equity and a general partner in 1400 multifamily units worth over $120M. Bronson also co-leads a large in-person multifamily meetup in Pasadena, CA called FIBI Pasadena Multifamily, has authored The Single Best Investment Strategy During (or After) a Pandemic, and is a regular contributor to YouTube and Bigger Pockets. In our conversation with Bronson, we hear all about the action bias belief that he lives by and how being open to unconventional ways of getting your goal is the ultimate secret to success. Bronson shares his journey from medical consultancy to commercial multifamily real estate and explains why he chose to leave his job and pursue a passive income. This is a man who truly understands the investor mindset, having spoken individually with over 1200 investors, raising $20M for real estate deals, and in this episode, he shares some of his wisdom! We find out how multifamily syndications are fundamentally safe investments, as well as some invaluable advice for raising syndication funds. Bronson fills us in on why he believes investing in brand-new multifamily properties is risky, particular with regards to inflation in the current economic climate. If you are a passive investor or a general partner, Bronson exposes some red flags to look out for. We also discover Bronson’s unique take on mentorship, the importance of reputation in the field, and some great book recommendations! For all of this and so much more, tune in with us today!
Key Points From This Episode:
- How Bronson Hill moved from medical consultancy to commercial multifamily real estate.
- Why he chose to leave his job and pursue a passive income through real estate.
- The action bias belief outlined in The Third Door that Bronson lives by.
- The secret to success: being open to unconventional ways of getting your goal.
- How Bronson’s sales background both informed and benefited his approach to multifamily.
- Bronson simplifies multifamily into two facets: the deals and the money.
- The importance of realizing that multifamily is a team sport.
- Common fears potential investors have about multifamily syndications.
- Why multifamily syndications are typically safe investments.
- Bronson’s advice for raising syndication funds.
- How multifamily investing hedges against eviction moratoriums, rent control, and inflation.
- Why Bronson finds renovation and value add to be a good business model.
- The effect Bronson’s personal breakthroughs have on his career.
- Bronson’s best book recommendations!
- Personal and professional goals and projects in the year ahead for Bronson.
Links Mentioned in Today’s Episode:
Bronson Equity
Bronson Hill on LinkedIn
Bronson Hill on Facebook
Bronson Hill on YouTube
Bronson Hill on Instagram
Email Bronson Hill
FIBI Pasadena Multifamily
The Third Door
Jim Rohn
The Gifts of Imperfection
Having years of experience in one arena can set you up for success, but having varied experience can help you develop a unique skill set that equips you to rise above the rest! Today’s guest, Iven Vian, is a retired Air Force pilot who holds a BsC in Engineering Mechanics, an MBA in international finance, and works today as Anthem Capital’s strategist. His years in the military have equipped him to execute projects with incredible precision, while the leadership skills he developed there have refined his expertise at navigating through complicated situations under pressure. Working closely alongside our property management companies, we have experienced his versatility and hands-on approach, which has led to 15 years of great investing success. Over the past six years, he has co-sponsored 17 multifamily assets totaling 2,146 units in Oklahoma, Texas, Arkansas, Arizona, Florida, Utah, and now Kansas. With his long track record, Iven has achieved $170 million in multifamily investments and counting, $200 million in holding value with $66 million equity, and successful projects including a 103 percent total return, a 210-unit property in just three years, and the refinancing of a 111-unit property with a 70 percent equity return to investors. Tune in to hear his story, along with many nuggets of golden advice today!
Key Points From This Episode:
- Insight into Iven’s upbringing and professional history.
- The story of how his first investment happened and why it was a mistake.
- How he encountered a mentorship program via an AM radio show.
- What a mentor can offer you in terms of the tools you need.
- Why finding a partner with a complementary skillset is so beneficial.
- The story of how his partner, Tariq Sattar, created the plan and Iven executed it.
- Some of the amazing work that Iven and his partner, Tariq, have done together.
- Having clarity around what your goal is.
- Why you don’t have to do business in the same way as Iven; and you can invest passively!
- The story of how he moved from single family to multifamily real estate investment.
- The five ways to make money with single family.
- The six ways to make money with multifamily.
- Why it makes more sense to go into multifamily.
- How surround yourself with the right people can help shift your mindset, with the Brad group as an example.
- The value of educating yourself and finding mentorship.
Links Mentioned in Today’s Episode:
Iven Vian on LinkedIn
Anthem Capital
Many of us strive to replace our W2 income with income from real estate. Our guest today is someone who has succeeded in doing so. Looking at his credentials, it appears that Maurice Philogene has lived multiple lifetimes in one. From his endeavors as a senior executive, real estate investor and entrepreneur, restaurant owner, explorer of 100 countries, and public servant (federal agent and police officer), to philanthropist, and lifestyle design and wealth coach, Maurice truly has seen it all! Currently, he is a proud Founding Managing Partner at Quattro Capital, and he joins us in this episode to share his journey and the philosophies that got him to where he is today. Maurice is somebody who knows precisely where his priorities lie, and he fills us in on his passion for living life right by leveraging the freedom principles: financial freedom, time freedom, freedom of purpose, and freedom of relationships. We discover how he has used real estate and his professional careers to generate passive income and build a legacy, while empowering communities and helping others live their best lives through lifestyle design. In this episode, we hear Maurice’s stance on time management and how to create time, as well as some practical advice on how to steadily work towards replacing your W2 income with real estate income! Maurice stands by the philosophy that life is not about money, and we find out how it was the desire for a challenge that prompted him to jump from single family to multifamily investing. Tune in for a truly inspiring discussion and prepare to have your mindset challenged as you discover that you are in control of your own destiny; it might not be time that you lack, but commitment!
Key Points From This Episode:
- Maurice Philogene’s background, what he does, and the principles he lives by.
- The value of passive income in Maurice’s life.
- What he gained from his time in the military and how it changed him.
- How the notion of freedom inspired Maurice to build personal wealth.
- How he found himself in the realm of real estate and how he ensured his success.
- The challenges he faced juggling his work, properties, and family life.
- How Maurice’s desire for a new challenge led him from single family to multifamily investing.
- The philosophy behind his company, Quattro Capital, and the work they’ve done thus far.
- What syndication is and the benefits thereof.
- How Quattro Capital’s partnerships were formed and why they work so well as a team.
- Maurice shares his way of giving back and his philanthropic plans and actions.
- The importance of purpose!
- Maurice’s view on mentorship in the real estate sphere and what his mentor helped him with.
- Maurice’s stance on time management and how he learned to create time.
- Practical advice for those who wish to replace their W2 income with income from real estate.
- What Maurice took away from Tim Ferriss’ book, The 4-Hour Workweek.
- How the book, Man's Search for Meaning,helped him figure out his purpose in the world.
- Maurice’s personal and company goals for 2022!
Links Mentioned in Today’s Episode:
Maurice Philogene on LinkedIn
Maurice Philogene on Instagram
Quattro Capital
The 4-Hour Workweek
Man's Search for Meaning
Keishia Kennedy is the founder of Kennedy Remedy Investments and she joins us to speak about how she has built an impressive US-based multifamily portfolio from her home in Kuwait. We kick things off by hearing about how Keishia experienced the power of real estate investing after buying her first residential property in 2011. After seeing how quickly she made her money back on this investment, Keishia began investing in other residential deals and thereafter moved onto commercial assets as a limited partner. Keishia then took all this education and moved onto multifamily syndication as a general partner and we speak to her about how she has been able to scoop up large deals in the US all the way from Kuwait. For Keishia, networking is everything, and she tells us about how she offers her skills in capital raising and asset management to partners who provide knowledge of US markets in return. For all this and other great points about the power of mindset in Keishia’s success, how to get started as an investor, and the best way of building multigenerational wealth, tune in today!
Key Points From This Episode:
- The level of financial literacy Keishia had as a child and the story of her first investment.
- Keisha’s journey in real estate investing, starting with residential and commercial assets.
- How Keisha found her way into apartment syndication as she began to educate herself further.
- The syndications Keisha has been a part of as a limited partner to date.
- Why multifamily syndication is a better method of producing intergenerational wealth.
- The education that Keishia received about syndicated deals through being a limited partner.
- How Keishia was able to successfully invest in US deals while being based in Kuwait.
- The role of networking in Keishia’s success and how she added value to her partners.
- Handling capital raising and asset management while finding partners who understand the US markets.
- How Keishia is leveraging her W2 to find even more success as a syndicator and investor.
- The role of mindset and mentorship in the steep progression of Keishia’s investing career.
- How to find cheap mentorship by offering to add value to experienced people in your space.
- The value of investing in real estate and how to get your feet wet as an investor.
- Books that have changed Keishia’s outlook on money.
- Accomplishments Keishia is proud of and what is next for her on the horizon.
- How to reach out to Keishia online and get access to her free book.
Links Mentioned in Today’s Episode:
Keishia Kennedy on LinkedIn
Keishia Kennedy on Twitter
Kennedy Remedy Investments
The Beginner’s Guide to Investing As a Limited Partner
The Millionaire Next Door
Rich Dad, Poor Dad
Who, Not How
The path of a real estate investor can have recognizable landmarks, but in the end, each of our journeys will be a little different. On today's podcast, we are joined by Axel Ragnarsson, the founder of Aligned Real Estate Partners to hear all about how he has financed his investments, scaled his business, and grown a sizable network in a short amount of time. Axel is based in Boston, Massachusetts, and made his first investment while in his junior year at college! We get to hear from Axel about this brave move, and how he was able to pull it off at such a young age. We also get an inside look at the $17M multifamily portfolio that is currently owned by Aligned Real Estate and their focus on faster returns for their syndicated investments. With a podcast of his own called The Multifamily Wealth Podcast, Axel's stature in the community is growing fast, and we are so happy to share this inspiring conversation with all our listeners, make sure to tune in!
Key Points From This Episode:
- Axel's early years and upbringing, and how he found himself in the real estate game!
- The influence of Axel's parents on his career and mindset.
- How Axel financed and purchased his first investment during his junior year at college.
- The W2 job that Axel found after college and the conditions that allowed him to exit that position.
- Axel's approach to funding once he gave up his W2 income and the challenges with loans.
- Entry into the world of syndication; why leveraging resources and experience from others is so essential.
- Axel explains what he means by the 'velocity of money' and why he focuses on increasing this as much as possible.
- Syndication versus solo ventures; Axel unpacks his best advice for investors.
- The process for finding deals and how Aligned Real Estate Partners manages the acquisition side of the business.
- The biggest challenges and failures that Axel has had to endure; mediocre deals, bad renovations, and more!
- Axel's goals and motivation in 2022 and why his focus is on his portfolio.
- Finding and connecting Axel and Aligned Real Estate Partners online!
Tweetables:
“I was exposed to business at a young age and entrepreneurship, and got that bug pretty early on in my life.” — @multifamwealth [0:01:56]
“As I was learning about real estate, I stumbled upon rental real estate, and passive income and multi-family real estate.” — @multifamwealth [0:03:09]
“Started small, grew it organically. That was five, six years ago. Here we are buying some decent multi-family projects in various markets throughout the country.” — @multifamwealth [0:04:25]
Links Mentioned in Today’s Episode:
Aligned Real Estate Partners
Axel Ragnarsson on Instagram
Axel Ragnarsson on Twitter
The Multifamily Wealth Podcast
8 Reasons Why Busy Professionals Benefit From Passively Investing in Real Estate
Any successful entrepreneur will tell you that mindset is paramount. Today we're joined by Melanie McDaniel of Freestyle Capital Group, who is walking proof that the moment you shift from victim-thinking to growth orientation is the moment your journey begins. Melanie spends most of her time building relationships with strategic partners who are the best operators in the business in their investment specialty. She attends conferences, training, and networking events to stay abreast of who’s who in the business, to learn what changes are happening in the industry, and to continue to grow her professional network. She spends a significant amount of time conducting due diligence on sponsors, projects, market economics, and she negotiates, structures, and presents only the best opportunities to her investor-partners. She is a firm believer that what you consume through media should be a force for empowerment and growth: this is what moved her from “Go to school and get a job, live within your means” to “There is no cap on your wealth. There is nothing you can’t do if you want it bad enough.” Tuning in you'll hear what she's working on now, how she just closed three back-to-back deals, and a breakdown of Freedom Funds' various timelines and business models. Plus, you’ll get a detailed rundown of everything on her due diligence checklist and learn how she forged the connections that have set her up for an exponential 2022! To hear Melanie's inspiring journey of designing her life intentionally and her top advice to anyone thinking of taking the plunge, tune in now!
Key Points From This Episode:
- Hear about all the jobs Melanie mastered before realizing she's an entrepreneur.
- The two books that changed the trajectory of her life.
- Becoming clear on what she wanted and the mindset she came into real estate with.
- Hear some of the incredible places she's had the freedom to travel to.
- Melanie's transition period, living off her savings, and creating passive income.
- Her moment of expansion during COVID and closing three deals back-to-back.
- Some great advice on having awareness and a growth mindset.
- The importance of consuming media that is empowering and growth-orientated.
- Networking: Melanie's strategy, top tips, and understanding your “Why.”
- That this biz is about people and relationships, real estate is just the vehicle.
- What Melanie is working on now and how the Freestyle Fund's different models work.
- Talking about a K-1, the asset classes in the fund, and what she's currently looking for.
- The type of person who would most benefit from her services.
- Talking about the details of her due diligence process.
- The things that are setting her up for a breakthrough 2022 year!
Links Mentioned in Today’s Episode:
Melanie McDaniel on LinkedIn
Melanie McDaniel on Twitter
Email Melanie McDonald
Freestyle Capital Group
Freestyle Capital Group on Instagram
Freestyle Capital Group on Facebook
Freestyle Capital Group on Facebook: Your Passport to Financial Freedom on YouTube
Rich Dad, Poor Dad
Gary V on YouTube
Jim Rohn on YouTube
Finding a business and income configuration that suits you is what syndication and multifamily investments are all about. Our guest today, Eric Upchurch, the co-founder Active Duty Passive Income, is a great example of someone who stumbled into the world the real estate and found a model and approach that played to his strengths, was unique to his experience, and enabled him to grow his wealth while giving back. Eric is an Army Special Operations veteran who grew up in Central Iowa before attending college in California. He has a passion for educating the military community on how to create long-term wealth through real estate investing, while personally investing across the country for the last 16 years. Most recently, Eric’s team has partnered on a nationwide, first-of-its-kind,100 percent employee-owned mortgage branch, real estate brokerage, as well as an insurance company, all with the goal of serving the ADPI community of military real estate investors. To hear all about Eric's inspiring journey, and his tips and tricks for upping your game in all areas of the park, be sure to listen in!
Key Points From This Episode:
- Eric's background, education, enlistment in the military, and entry into the real estate game.
- How money and finances were spoken about in Eric's family growing up.
- The path to bigger investments and how he grew his portfolio from the ground up.
- Eric's learning curve around multifamily and when he took the dive.
- The importance of education and why mentorship is such a great way to learn.
- Advice from Eric for finding a great mentor without breaking the bank.
- A look at the company he co-founded, Active Duty Passive Income, and how his military background has influenced his work in real estate.
- A bit about Veterans Community Project and how Eric and his team approach giving back.
- Unpacking Eric's process of realization of his own ability to lead big deals.
- Tips for networking; lead with intention, find the important people, pay attention, and more!
- Assessing potential partners and finding the right people to work with for mutual success.
- Eric's goals for the new year: grow the company, host a conference, and more syndications.
- The way he approaches raising his kids and tries to educate them about finances.
- Where to find Eric and ADPI online and make use of their great resources!
Tweetables:
“Like a lot of military members, I became an accidental landlord.” — Eric Upchurch [0:02:52]
“Once you start looking, stuff starts coming out of the woodwork.” — Eric Upchurch [0:03:22]
Links Mentioned in Today’s Episode:
Eric Upchurch
Active Duty Passive Income
Military Real Estate Investing on Facebook
Eric Upchurch Email
Eric Upchurch on LinkedIn
Eric Upchurch on Instagram
Eric Upchurch on Facebook
Eric Upchurch on Clubhouse
Rich Dad, Poor Dad
Bigger Pockets
Veterans Community Project
Myers-Briggs Type Indicator
Today’s guest is Brian Wagers, the Founder of Wagers Capital. Brian has played an active role in the acquisition and management of over 447 multifamily units in his home state of Arkansas. He has recently pivoted to Texas in working with other operators in the state and closed on 125 units in Dallas, with over 400 more under contract in Houston. He founded Wagers Capital to help other busy professionals and entrepreneurs take advantage of the benefits of investing in apartment buildings passively. In today’s episode, Brian gives us a glimpse into his real estate journey, emphasizing the importance of remaining open to the ‘aha!’ moments and finding the lesson in every ‘no’! We also touch on how his sales background has served him in his commercial multifamily career, what he looks for in a partner, and how to overcome your limiting beliefs, as well as his advice for those looking to improve their financial literacy: track your wealth! For all this and more practical insights, make sure to tune into this conversation with Brian Wagers!
Key Points From This Episode:
- Brian introduces himself and shares how he first got into real estate investing.
- Learn from his experience of making a focused pivot from single-family to commercial.
- The importance of remaining open to the multiple ‘aha’ moments in real estate.
- Hear how Brian approached looking for commercial multifamily deals outside his market.
- How his background in sales contributed to his success in multifamily real estate.
- Brian emphasizes the value of finding the lesson in every rejection.
- His criteria for a partner: boots on the ground, industry experience, trust, and more.
- Get a glimpse into what his portfolio looks like these days.
- How syndication enables Brian to help others achieve financial freedom.
- Advice for those looking to improve their financial literacy: track your net worth.
- Tips for overcoming your limiting beliefs, including just taking action.
- How maintaining a healthy mind and body contributes to Brian’s real estate success.
- Books Brian recommends, including Think and Grow Rich and The Compound Effect.
- Major accomplishments from 2021 and what Brian looks forward to in 2022.
Links Mentioned in Today’s Episode:
Brian Wagers on LinkedIn
Wagers Capital
The Busy Professionals Guide to Creating a Diversified Wealth Plan(Ebook)
BiggerPockets
Think and Grow Rich
The Compound Effect
Who, Not How
The importance of mindset cannot be overstated. If you want to take your work and investments to the next level, you need to be motivated and the foundation for that energy is the mindset you are in. This is the message that our guest today, Eric Nelson, wants to give aspiring multi-family investors so that they can start to gain the rewards that he knows are possible. Eric hails from southwest Colorado and received a degree in Civil Engineering from Colorado State University. He is currently the principal of Wild Oak Capital and is actively looking for partnerships and syndication opportunities. He entered into the property market during his college years, and currently owns over 3.5 million dollars worth of real estate with his wife and partners. On top of all that, Eric also co-owns a successful engineering company in Colorado. Eric specializes in underwriting, project management, investor communication, property inspections, and asset management. Listeners can expect to hear a whole lot of practical advice about syndications, scaling a business, networking, family life, and more, so make sure to tune in!
Key Points From This Episode:
- A brief look at Eric's backstory and history in the world of investment.
- Eric's college years, covering expenses, and his entry into the property market.
- Thoughts on investing with a spouse and Eric's advice for couples to get aligned.
- The impact of having kids on Eric's mindset; another great motivator.
- Why family and being an amazing father is so important to Eric!
- Unpacking Eric's shift from single-family to multi-family and how he managed it.
- Common blind spots and misconceptions about getting into syndicated investments.
- Reflecting on the mindset changes that were needed for Eric to level up his business.
- Advice from Eric for anyone considering a step up to bigger investments.
- Building and maintaining positive relationships; Eric's approach to networking.
- Eric's morning routine, how it has evolved, and why he prioritizes waking up early.
- The most impactful books that Eric has read and recommends to others!
- Connecting with Eric online, and how to get involved with Wild Oak today.
Tweetables:
“It became clear to me that I want to instill some values in my kids. Part of the value set that I carry is because I've traveled.” — Eric Nelson [0:13:59]
“Every single-family house takes a lot of effort, energy, and time. I would argue from one unit to four units, takes about the same amount of energy.” — Eric Nelson [0:16:40]
“A lot of people have never heard the word syndication. Moreover, I think a lot of people never really been educated well on how to invest, and what that looks like.” — Eric Nelson [0:20:04]
Links Mentioned in Today’s Episode:
Eric Nelson on LinkedIn
Wild Oak Capital
Eric Nelson Email
Who Not How
The Alchemist
Raising Capital for Real Estate
Best Ever Apartment Syndication Book
