Passive Income Unlocked

How can adopting a mindset of giving and gratitude transform your life and help you achieve your goals?

In this segment of Mindset Shorts, host Suja welcomes back guest Bharat Kona to discuss the importance of mindset in achieving personal and financial goals. Bharat shares his passion for supporting education for underprivileged children globally and how giving back has become a source of happiness and satisfaction for him. He also discusses the impact of Tony Robbins' teachings on his mindset shift, which has helped him become more productive, focused, and successful in accomplishing his short-term and long-term goals. Bharat emphasizes the significance of daily rituals, such as visualization, affirmations, gratitude practice, and meditation, in staying focused and organized on his journey.

Bharat is a dedicated full-time sponsor and operator in commercial real estate, with a proven track record of acquiring and managing 650 units across the South and Midwest regions. Well-connected capital raiser, having successfully secured over $6.5 million to date. Proficient in asset management, financial underwriting, capital raise, and investor relations.

[00:00:00] - [00:01:00] The Power of Giving Back

Bharat's passion for supporting education for underprivileged children
The transformative impact of education on modest families
Giving back as a source of happiness and satisfaction

[00:01:00] - [00:04:00] Mindset Shift with Tony Robbins

Discovering Tony Robbins' teachings through books and seminars
The impact of Tony Robbins' coaching on Bharat's mindset
Accomplishing short-term and long-term goals through a shifted mindset

[00:04:00] - [00:05:00] Giving is Living

Tony Robbins' philosophy: "Giving is living"
The importance of building a habit of giving, even when starting small
Bharat's journey of giving back and its significance in his life

[00:05:00] - [00:07:00] Daily Routines for Success

The importance of daily rituals, as discussed in the book "Morning Miracle"
Bharat's daily practices: visualization, affirmations, gratitude, and yoga
Challenges in maintaining routines while traveling

[00:07:00] - [00:08:00] Weekly Reflection and Planning

Dedicating half a day each weekend for silent meditation and reflection
Reviewing progress and identifying areas for improvement
Planning for the upcoming week to stay on track

Quotes:

- "Giving is living." - Tony Robbins, as mentioned by Bharat Kona

"For me, I'm quite passionate about supporting education for underprivileged children globally, here in this country, or in Asia or Africa, and that's been very close to my heart." - Bharat Kona

Connect with Bharat:

FB: https://www.facebook.com/bharatkona

LI: https://www.linkedin.com/in/bharatkona/

Website: https://www.eldoradocapitalinc.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

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How can adopting the right mindset and discipline help you achieve financial success through real estate investing?

In this segment of "Investing and Mindset Shorts," Suja welcomes back Igor Shaltanov, a multifamily investor and entrepreneur with a background as a professional athlete. Igor shares his insights on the importance of mindset and discipline in achieving success, particularly in the realm of real estate investing. He emphasizes the value of focusing on one thing at a time, persevering through challenges, and maintaining a positive internal dialogue. Igor also discusses the current state of the real estate market and the opportunities that may arise for those who remain disciplined and adaptable.

Igor Shaltanov, co-founder and managing partner of Avista Fund, is a former professional athlete who transitioned into successful entrepreneurship and real estate investment. Guided by discipline and a relentless drive for excellence, Igor has founded and managed thriving companies and businesses in Southern California.

[00:00:00] - [00:02:00] The Power of Focus: Mastering One Thing at a Time

Concentrate on a single aspect of alternative investments to build expertise and trust
Avoid chasing multiple opportunities simultaneously
Become recognized as a professional in your chosen niche

[00:02:00] - [00:04:00] Perseverance: The Key to Long-Term Success

Stick to the game long enough to achieve financial success
Understand that real estate is a "get rich for sure" game, but it takes time
Maintain a long-term vision and focus on the bigger picture

[00:04:00] - [00:06:00] Navigating Turbulent Times in Real Estate

Acknowledge that properties can be lost during challenging periods
Recognize that the best deals often emerge during market downturns
Learn from past experiences and apply that knowledge to future investments

[00:06:00] - [00:08:00] The Importance of Positive Self-Talk

Regularly check the direction of your internal conversation
Focus on gratitude and self-worth rather than comparing yourself to others
Maintain a positive mindset, especially during challenging times

[00:08:00] - [00:10:00] Mindset Practices for Success

Start the day with meditation, gratitude, and a positive outlook
Continuously monitor your thoughts and redirect them towards creativity and growth
Distinguish between a survival mindset and a growth mindset

Quotes:

"Focus on one thing. So people start to recognize you as a professional..." - Igor Shaltanov

"It's not the matter of if, it's the matter of when you're going to become financially successful, financially free." - Igor Shaltanov

Connect with Igor:

Website: https://avistafund.com/

eBook: www.winrealestategame.com

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

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If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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How can investing in your personal development and mindset transform your journey towards achieving your goals and creating a fulfilling life?

In this episode of Mindset Shorts, host Suja welcomes back Vinicius Ramos, a multifamily syndicator with Texas Valley Group. Ramos shares his insights on the importance of investing in personal development and cultivating the right mindset to achieve success in both business and life. He emphasizes the significance of clarity, discipline, and execution in reaching one's goals, and discusses the transformative power of attending personal development programs. Ramos also touches on the concept of creating a family office structure, regardless of the size of one's assets, and the value of having meaningful conversations with loved ones to establish clear objectives.

Vinicius is a managing partner with Texas Valley Group Co-sponsored xa600+ units across San Antonio, McAllen, and Houston since 2021. He has focused his experience on scaling operations using digital transformation and go-to-market distribution strategies and has managed operations of US$45M+ year revenue. Graduated in Business Administration and with 16 years of experience in several industries, he has held positions in Brazil, Mexico, and the USA as Country Manager, New Business, and Managing director for large corporations.

00:00:00 - 00:02:00 - The Holy Grail of Achieving Results

Investing in personal development through coaching and programs
The importance of clarity, discipline, and execution
Showing up and putting in the hard work daily

00:02:00 - 00:04:00 - Budgeting for Personal Development

Allocating a percentage of your annual income to invest in yourself
Attending transformative events and trainings
The significance of having the right mindset and motivation

00:04:00 - 00:06:00 - Guarding the Doors to Your Mind

The importance of filling your mind with positivity and self-improvement
Replacing negative thoughts with positive ones and investing in knowledge
Constantly working on improving your mindset and skills

00:06:00 - 00:08:00 - The 360 Wealth Approach

Money is important, but relationships and fulfillment are key to happiness
Setting objectives, creating accountability, and sharing with loved ones
Influencing others positively through your actions and commitments

00:08:00 - 00:10:00 - Creating Clarity and Reducing Anxiety

The importance of having clarity in your goals and objectives
Engaging in meaningful conversations with role models and admired individuals
Learning from others and applying new insights to your life

Quotes:

"If you have the right mindset, I don't think there's anything that's impossible to achieve." - Vinicius Ramos

"The only thing that we control is our thoughts." - Vinicius Ramos

Connect with Vinicius:

Website: www.texasvalleygroup.com

Linkedin: https://www.linkedin.com/in/vinicius-ranucci-ramos-5017aabb/

Instagram: https://www.instagram.com/texasvalleygroup/

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Can understanding the chemistry behind our brains help us optimize our lives and achieve our goals more effectively?

In this fascinating episode of Mindset Shorts, neuroscientist Tim Fergestad shares his insights on how understanding the brain's chemistry can help individuals enhance their achievements and improve their lives. He discusses the importance of healthy brain function, the role of dopamine in motivation and reward, and the significance of developing good habits and routines. Tim also emphasizes the crucial role of sleep in cognitive performance and overall well-being. Throughout the conversation, he provides practical tips and recommendations for optimizing brain health and achieving personal goals.

Tim Fergestad believes that relationships are the cornerstone of success. His drive to help others has made him a sought-after partner for top investors. Before being the a full-time investor, Tim used his Ph.D. in Neuroscience to study the molecular mechanisms underlying synaptic function. Being a father of two teenagers and spouse of a busy physician means, when he is not traveling for conferences and inspecting properties, you’ll often find him sipping a fine mezcal or diving in the Caribbean - all while managing his assets and serving his clients.

(00:00:00 - 00:02:00) The Importance of a Healthy Brain and Mindset

Understanding the brain's chemistry is crucial for optimizing output and shaping reality
Mindset plays a significant role in achieving goals and taking action
Developing habits and systems is essential for staying on task and making progress

(00:02:00 - 00:04:00) The Power of Sleep and Brain Chemistry

Sleep is crucial for cognitive function, decision-making, and memory
Mental health disorders can often be linked to unhealthy brain chemistry
Small tweaks in brain chemistry can have a significant impact on behavior and well-being

(00:04:00 - 00:06:00) Neuroplasticity and Learning

Repetition over time strengthens neural connections and reinforces learning
Spaced training intervals are more effective than cramming for long periods
The brain needs rest and recovery to reorganize and strengthen neural patterns

(00:06:00 - 00:08:00) Habits and Routines for Success

Consistency and routines are essential for improving sleep quality and cognitive performance
Waking up at the same time every day is more important than going to bed at the same time
Prolific writers rely on the power of consistency and routine to produce their work

(00:08:00 - 00:09:00) Taking Action and Manifesting Goals

Setting up systems behind goals increases the likelihood of achieving them
Visualizing and manifesting goals is important, but taking action is crucial
Consistently taking small steps towards goals is the key to success

Quote:

"Mindset is huge. A lot of people know how to be rich, but they don't do it. They don't have the motivation, they fall short of when they actually have to set up goals and actions." - Tim Fergestad

Connect with Tim:

Website: https://oakstreetassets.com/Tim-Fergestad-media-kit/

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Can diversifying your investment portfolio with real estate help protect you from the volatility of the stock market?

In this insightful episode, Suja sits down with Bharat Kona, a seasoned real estate investor and former tech professional who shares his compelling journey from the Silicon Valley to the world of real estate investing. Bharat discusses his motivation for diversifying his investment portfolio after experiencing significant losses during the dot-com bubble and the 2008 housing crash. He explains how he discovered his passion for real estate and the benefits it offers, such as cash flow, equity multiplier, and tax advantages. Bharat also delves into the various types of real estate investments he has been involved in, including value-add multifamily, ground-up construction, and land entitlement deals. Throughout the episode, he shares valuable lessons learned and strategies for navigating the current challenging market conditions.

00:00:00 - 00:03:00 | From Silicon Valley to Real Estate: Bharat's Transformative Journey

Bharat shares his background in the tech industry and the painful experiences that led him to seek diversification
He discusses how friends and mentors introduced him to the world of commercial real estate
Bharat highlights his current portfolio and the capital he has raised across his deals

00:03:01 - 00:08:00 | Discovering Passion and Purpose in Real Estate Investing

Bharat explains how he found true passion and enjoyment in working with investors and sharing the benefits of real estate investing
He discusses the decision to transition from his tech career to full-time real estate investing
Bharat shares insights on how his investors, primarily from the tech industry, are attracted to the diversification and tax benefits of real estate

00:08:01 - 00:14:00 | Navigating Different Asset Classes: From Value-Add to Ground-Up Construction

Bharat discusses his first full-cycle deal, a 45-unit value-add property in Kansas City, and the lessons learned
He shares his experience with ground-up construction projects in Sioux Falls, South Dakota, and the importance of demographics and partnerships
Bharat touches on his involvement in a land entitlement deal in Austin suburbs and the challenges faced

00:14:01 - 00:20:00 | The Excitement and Challenges of Real Estate Investing

Bharat expresses his passion for sharing knowledge and enlightening others about the benefits of diversifying through real estate
He emphasizes the importance of patience and the long-term nature of real estate investing
Bharat discusses the current market challenges, including high interest rates and the difficulty in finding good deals

00:20:01 - 00:28:00 | Strategies for Success in a Volatile Market

Bharat shares his experience with using fixed bridge loans and successfully refinancing into agency loans
He highlights the importance of consistent hard work, maintaining high occupancy, and controlling expenses
Bharat discusses the advantages of investing in Midwest markets, which offer slower but steadier growth and less volatility compared to hot markets like Phoenix and Austin

Quote:

“This is not something to get rich quick. Patience is very critical in investing.” - Bharat Kona

Connect with Bharat:

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

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

Website: https://www.eldoradocapitalinc.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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What does it take to go from being a professional athlete in Russia to a successful real estate investor in the United States?

In this captivating episode, Igor Shaltanov shares his remarkable journey from being a professional water polo player in Russia to becoming a thriving entrepreneur and real estate investor in the United States. He discusses the challenges he faced during the uncertain times in Russia in the 1990s and how his decision to pursue a career in sports led him to discover new opportunities and expand his horizons. Igor's story is one of perseverance, adaptability, and the willingness to take risks in pursuit of a better future for himself and his family. Throughout the episode, he shares valuable insights on transitioning from being an athlete to an entrepreneur, the importance of passion and discipline in business, and the lessons he learned from his experiences in real estate investing.

[00:00:00] - [00:08:59] Growing Up in Russia and Pursuing a Career in Sports

The challenges and uncertainties of living in Russia in the 1990s
How sports provided an opportunity for personal growth and new experiences
The impact of traveling and expanding one's horizons

[00:09:00] - [00:16:59] Transitioning from Athlete to Entrepreneur

The decision to stay in the United States and start a new life
Opening a basketball training company and the lessons learned from running a business
The importance of passion and discipline in entrepreneurship

[00:17:00] - [00:23:59] Discovering Real Estate Investing

The journey from being a business owner to an investor
The lessons learned from early real estate investments in Russia
The decision to focus on real estate investing in the United States

[00:24:00] - [00:30:59] Scaling Up in Real Estate

The challenges and benefits of investing in single-family homes
The decision to transition to multifamily syndication
The importance of understanding one's goals and desired role in real estate investing

[00:31:00] - [00:34:59] Navigating the Current Multifamily Market

The impact of rising interest rates and new supply on the multifamily market
The importance of finding good deals and locking in favorable interest rates
The value of staying informed through conversations with experienced operators

Quotes:

"Investing is not about chasing the latest trends; it's about understanding the fundamentals and making informed decisions." - Igor Shaltanov

"Real estate investing is a journey of constant learning and adaptation. Embrace the challenges, and you'll find success." - Igor Shaltanov

Connect with Igor:

Website: https://avistafund.com/

eBook: www.winrealestategame.com

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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How can foreign investors navigate the complexities of investing in U.S. multifamily syndications and capitalize on the opportunities available in the current market?

In this insightful episode, Vinicius Ramos shares his unique experience as a foreign investor in U.S. multifamily syndications. Vinicius, originally from Brazil, transitioned from a successful corporate career to co-founding Texas Valley Group, which helps international investors access multifamily investment opportunities in Texas. He discusses the challenges and strategies for investing as a foreign investor, the importance of surrounding yourself with knowledgeable people, and the lessons he has learned throughout his journey in the ever-changing real estate market.

[00:00:00] - [00:04:00] Chapter 1: From Brazil to Texas: Vinicius's Journey in Real Estate Investing

Vinicius's background in consulting and international corporate career
Falling in love with Texas and its business opportunities
Discovering the potential of apartment investing

[00:04:00] - [00:09:00] Chapter 2: Diving into Multifamily Syndications: Financing and Growth

The attraction of apartment investing as a low-risk asset class
Navigating financing options as a first-time investor
Growing from a 52-unit apartment to over 800 units under management

[00:09:00] - [00:12:00] Chapter 3: Navigating the Current Market: Opportunities and Strategies

Adapting to the high inflation and high interest rate environment
Finding opportunities through assumable loans and distressed assets
Underwriting conservatively and being selective with tenant screening

[00:12:00] - [00:15:00] Chapter 4: Investing as a Foreign Investor: Challenges and Guidance

Differences between investing as a U.S. person and a foreign investor
Fiscal implications and strategies to protect investments
Providing guidance and support for foreign investors

[00:15:00] - [00:20:00] Chapter 5: Lessons Learned and Advice for Aspiring Investors

Surrounding yourself with knowledgeable people and networking
Minimizing risk exposure by co-investing and learning from others
Prioritizing investor relationships and putting their interests first

Quotes:

"I believe it is a time of opportunity. You have to be conservative on next steps because it will get worse before it gets better." - Vinicius Ramos

"If you want to do something, you have to get in the water. You have to really surround yourself with the knowledge and the people that are living and breathing what you're trying to do." - Vinicius Ramos

Connect with Vinicius:

Website: www.texasvalleygroup.com

Linkedin: https://www.linkedin.com/in/vinicius-ranucci-ramos-5017aabb/

Instagram: https://www.instagram.com/texasvalleygroup/

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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What if the path to financial freedom lies in thinking differently about investments and following the footsteps of the uber-wealthy?

In this thought-provoking episode, Tim Fergestad shares his journey from neuroscience to real estate investing, shedding light on the importance of aligning interests with financial advisors and diversifying one's portfolio. He discusses the pitfalls of relying solely on the stock market and the advantages of investing in real estate, particularly multifamily properties. Tim also shares his insights on the current market cycle, the benefits of buying and holding real estate, and the potential of debt funds as a passive investment option.

00:00:00 - 00:07:00 - From Neuroscience to Real Estate: Tim's Pivotal Career Shift

Tim's background in neuroscience and his decision to pivot to real estate investing

The importance of aligning interests with financial advisors

Discovering real estate as one of the best asset classes for generating wealth

00:07:01 - 00:14:00 - Unveiling the Investment Strategies of the Wealthy

The stock market is a minority in the portfolios of successful investors

The power of real estate in creating millionaires

The role of private equity and businesses in generating substantial wealth

00:14:01 - 00:21:00 - Scaling Up: Transitioning from Single-Family to Multifamily Investing

The challenges of managing single-family rentals from afar

The advantages of multifamily investing, including scale and on-site property management

The importance of holding real estate long-term to generate wealth

00:21:01 - 00:28:00 - Navigating Market Cycles and Investment Opportunities

The current state of the single-family and multifamily markets

The potential for buying opportunities when the market is down

The significance of loan terms and their impact on real estate investments

00:28:01 - 00:31:00 - Passive Investing and the Potential of Debt Funds

The advantages of passive real estate investing

The potential of debt funds as a passive, cash-flowing investment option

The importance of understanding one's risk profile and investment goals

Quotes:

"Wealth historically in real estate is generated by buying and holding. The holding is really important." - Tim Fergestad

"I like real estate because it is easier to deal with, it's simple. I know what I'm getting into, and I can control most of the variables." - Tim Fergestad

Connect with Tim:

Website: https://oakstreetassets.com/Tim-Fergestad-media-kit/

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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How can mindfulness and other unconventional techniques help entrepreneurs and investors manage the intense stress and emotional rollercoaster of building a company?

In this episode of Mindset Shorts, Suja welcomes back Litan Yahav, the founder of Vyzer, to discuss the unique challenges and mindset required to be a successful tech founder. Litan shares his personal experiences and insights on managing stress, setting goals, and embracing risk as an entrepreneur. He delves into the unconventional techniques he uses to maintain mental stability, such as Wim Hof breathing exercises, cold showers, and mindfulness practices. Litan emphasizes the importance of disconnecting the mind from constant thinking and focusing on the present moment to relieve stress and make better decisions as a leader.

Litan is a Navy veteran and tech founder who exited his last startup nine years ago to become a full-time passive investor. Driven by his passion for generating wealth and passive income, he created Vyzer, a platform designed to automate the management and control of every type of investment product, keeping passive investing truly passive.

00:00:00 - 00:02:00 The Roller Coaster of Being a Tech Founder

Dealing with extreme highs and lows on an hourly basis
Balancing the stress of running a company with personal life
The importance of goal setting and monitoring progress

00:02:00 - 00:05:00 Unconventional Stress Management Techniques

Incorporating mindfulness, meditation, and Wim Hof breathing exercises
The benefits of cold showers and cold plunges
Disconnecting the mind from constant thinking to relieve stress

00:05:00 - 00:07:00 The Mindset of an Entrepreneur

Being born with or nurturing a risk-taking characteristic
Driven by the desire to solve problems using technology
Focusing on solving inefficiencies rather than monetary aspects

00:07:00 - 00:09:00 Navigating the Financial Challenges of Entrepreneurship

Working part-time jobs to support oneself before raising capital
The importance of taking a salary to focus 100% on building the company
Investors' incentive for founders to prioritize building the business

00:09:00 - 00:11:00 The Power of Mindfulness in Leadership

Participating in the Hoffman Kaufman Institute workshop
Applying mindfulness exercises in daily life, even while driving
The impact of focusing on the present moment to calm down and make better decisions

Quotes:

"The vast majority of tech entrepreneurs take a salary, even if it's a small one, because it aligns with everyone's incentives, including investors, to allow founders to focus solely on building the company without worrying about anything else." - Litan Yahav
"When you think about it, there are no moments in your life where you disconnect your mind from thinking about anything." - Litan Yahav

Connect with Litan:

Website: vyzer.co

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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How can mastering time efficiency help you achieve your goals and live a more fulfilling life?

In this episode of Mindset Shorts, Suja welcomes back Austin Zelland, a successful entrepreneur and the founder of Cashflowpreneur, to share his valuable insights on time efficiency. Austin discusses how he manages to balance multiple businesses, extracurricular activities, and personal interests by prioritizing tasks, focusing on main goals, and quickly pivoting from one task to another. He shares his journey of learning time efficiency through trial and error, starting from his childhood days when he would find ways to maximize his time at school to have more free time for the activities he loved. Austin also emphasizes the importance of time-blocking, planning, and separating emotions from tasks to achieve greater efficiency and productivity.

Austin Zelan is an American businessman, investor, TEDx speaker, and philanthropist. Throughout his career, he has always focused on productivity and efficiency, finding ways to have more positive impact with his work. This has allowed him to simultaneously run multiple successful businesses, pursue his PhD, and serve on several executive boards. He has a passion to help others grow and achieve more. Austin currently coaches students from around the world to increase their impact, while decreasing inefficiencies. He helps each student create Six Figures in Passive Income through his mentorship program. This proven framework creates generational wealth for his students and allows them to take back control of their time. This has allowed him to shape the investment space to become more efficient and more lucrative for investors.

[00:00:00] - [00:01:30] Mastering the Art of Juggling Multiple Pursuits

Prioritize tasks and focus on main goals
Learn to pivot quickly between tasks
Avoid letting personal matters affect business performance

[00:01:30] - [00:03:30] Developing Time Efficiency Skills from Childhood

Find ways to condense the day and maximize free time
Start homework during free time at school
Simultaneously learn and work on assignments

[00:03:30] - [00:05:30] The Power of Thorough Planning and Time-Blocking

Pre-plan the entire week, down to 15-minute intervals
Include breaks and personal time in the schedule
Raise up other leaders to delegate tasks

[00:05:30] - [00:06:30] Balancing Efficiency with Self-Care

Plan for breaks and naps in the schedule
Pivot quickly to make the most of free time
Separate emotions from tasks to maintain efficiency

[00:06:30] - [00:07:30] Getting Started with Time Efficiency

Simplify tasks and avoid procrastination
Separate emotions from tasks and focus on what needs to be done
Find a balance between efficiency and personal well-being

Quotes:

"Time management is the key to make all of this happen because I don't like to do things where I'm not giving my full effort and my full attention." - Austin Zelland

"The more I can separate my emotions from the things that I have to do, the more efficient I become." - Austin Zelland

Connect with Austin:

Website: www.cashflowpreneur.com

Instagram: www.instagram.com/austinzelan

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

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If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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How can you break free from the traditional 9-to-5 grind and create a life that allows you to prioritize what truly matters?

In this segment of Mindset Shorts, Suja welcomes back Whitney Elkins Hutton to discuss her journey towards achieving financial and time freedom. Whitney shares her personal experiences and the turning points that led her to realize the importance of being present for her family and having the flexibility to make choices that align with her values. Throughout the conversation, they explore the concept of the five freedoms - financial, time, choice, location, and impact - and how building a solid financial foundation can unlock these freedoms. Whitney emphasizes that while the journey may not be overnight, with determination and the right strategies, it is possible to break free from the traditional 9-to-5 and create a life on your own terms.

Whitney Elkins-Hutten is the Director of Investor Education at PassiveInvesting.com, Founder of AshWealth.com, author of Money for Tomorrow: How to Build and Protect Generational Wealth published with BiggerPockets, co-author of the international #1 bestseller Resilient Women in Life and Business, host of the Passive Investing Made Simple YouTube show and podcasts, and a partner in $800MM+ in real estate — including over 6500+ residential units, 15 express car washes, and more than 2200+ self-storage units across 11 states—and experience flipping over $5MM in residential real estate.

(00:00:00 - 00:02:00) The Turning Point: Whitney's Father's Health Crisis

Whitney shares how her father's health crisis in 2002-2003 was a turning point in her journey towards time and financial freedom
She realized the importance of being there for her family during tough times
This experience made her question the traditional work structure and its limitations

(00:02:00 - 00:04:00) Scaling Up and Facing Layoffs

As Whitney's daughter was born, she sought more flexibility in her schedule and began investing in real estate
In 2017, her department faced layoffs, and she was eventually served a pink slip after dedicating long hours to the company
This experience further solidified her desire to create a life with more control over her time

(00:04:00 - 00:06:00) Tasting Freedom and Never Looking Back

After being laid off, Whitney took an extended camping trip with her family and realized the power of saying "no" to immediate job offers
She discovered the empowerment that comes with having the financial foundation to make choices that prioritize her family and well-being
Once she experienced this freedom, she knew she could never go back to the traditional work structure

(00:06:00 - 00:08:00) Building a Financial Foundation for Empowerment

Whitney emphasizes that while she didn't have a substantial passive income at the time, her financial foundation allowed her to say "no" for a period of time
She discusses the importance of building a solid financial foundation to gain the ability to set boundaries and make empowered decisions
Whitney shares how she continued to prioritize her family's needs even as she transitioned into full-time real estate investing

(00:08:00 - 00:11:00) The Five Freedoms: Unlocking a Life of Choice

Suja and Whitney discuss the five freedoms: financial, time, choice, location, and impact
They explore how financial freedom can be the key to unlocking the other freedoms
Whitney encourages listeners to identify which freedoms they truly desire and to work towards creating a life that aligns with those values

Quote:

"Feeling empowered that you have the right financial foundation and the right amount of passive income coming into where you can actually set some boundaries for yourself is so empowering." - Whitney Elkins Hutton

Connect with Whitney:

Website: PassiveInvestingwithWhitney.com

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

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Can pushing yourself to do uncomfortable things on a daily basis really transform your mindset and lead to success in both your personal and professional life?

In this thought-provoking segment of Mindset Shorts, host Suja Shyam welcomes back Victoria McGuire, a seasoned marathon runner and successful multifamily investor. Victoria shares her insights on how the mental toughness and commitment required to run marathons have translated into her success in real estate investing. She emphasizes the importance of doing things you don't want to do and being comfortable with discomfort in order to build mental resilience. Victoria also discusses her experience with the 75 Hard program, a 75-day challenge designed to cultivate self-discipline and mental toughness through daily tasks such as workouts, reading, and adhering to a strict diet. Throughout the episode, Victoria highlights the parallels between the dedication needed to complete a marathon and the perseverance required to succeed in the multifamily investment space.

Victoria McGuire is a real estate investor based in St Petersburg, Florida. She and her husband, Marv, started building their real estate portfolio in the early 2000s before pivoting to larger investments and founding Heartsill Capital Partners. Now they partner with well-established operators on larger multifamily deals to help everyday people accelerate their financial freedom and generate legacy-building wealth. Victoria and her husband specifically target investments in Florida, Georgia, South Carolina, and Texas.

[00:00:00 - 00:02:00] "Marathons and Multifamily: The Power of Commitment"

Mental toughness is key to success in both marathon running and multifamily investing
Commitment and drive are essential to pushing through challenges
Consistently doing things you don't want to do helps build mental resilience

[00:02:00 - 00:04:00] "Embracing Discomfort: The Path to Growth"

Self-discipline involves doing difficult things, even when it's hard
Going through tough periods is often necessary to reach success
Mental toughness allows you to persevere through challenges

[00:04:00 - 00:06:00] "75 Hard: A Journey to Mental Resilience"

The 75 Hard program consists of five daily tasks designed to build mental toughness
Tasks include drinking a gallon of water, reading 10 pages of a nonfiction book, following a diet, completing two 45-minute workouts, and taking progress pictures
Missing any task requires starting the program over from day one

[00:06:00 - 00:07:00] "Navigating Challenges: Strategies for Success"

Having a supportive partner can make challenging programs like 75 Hard more manageable
Empty nesters may find it easier to stick to strict routines without the added responsibilities of parenting
Incorporating variety in workouts can help maintain interest and motivation

[00:07:00 - 00:08:00] "Embracing the Journey: Final Thoughts"

Trying a program like 75 Hard at least once can have a significant impact on personal growth
Mental toughness and self-discipline can be cultivated through consistent effort
Embracing discomfort and pushing through challenges can lead to success in all areas of life

Quotes:

"A key part of mental toughness is just doing things that you don't want to do and being comfortable being uncomfortable." - Victoria McGuire

"Sometimes you've got to go through bad periods of your life to get to the good. And I think mental toughness helps you just to get through those." - Victoria McGuire

Connect with Victoria:

Website: https://heartsillcapitalpartners.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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How can technology revolutionize the way passive investors manage their private investments and streamline their financial journey?

In this insightful episode, Sujata Shyam sits down with Litan Yahav, a successful entrepreneur and passive investor, to discuss his journey from selling his 3D diamond imaging startup to navigating the world of private investing. Litan shares his experiences and the challenges he faced while managing multiple passive investments, which ultimately led him to create Vyzer, a platform designed to help passive investors track and manage their investments more efficiently. Throughout the conversation, Litan provides valuable insights into the risks and rewards of private investing, the importance of finding trustworthy operators, and the benefits of using technology to streamline the investment management process.

[00:00:00] - [00:03:00] From 3D Diamond Imaging to Private Investing

Litan's background and entrepreneurial journey
Exiting his startup and facing the question of how to deploy capital
The decision to invest in private markets, particularly real estate

[00:03:00] - [00:07:00] Navigating the Risks and Rewards of Private Investing

Comparing the risks of public and private markets
The importance of finding trustworthy operators to mitigate human risk
Balancing the risk of time investment with potential returns

[00:07:00] - [00:12:00] The Birth of Vyzer: Solving the Challenges of Managing Passive Investments

The challenges of managing multiple passive investments and the lack of suitable solutions
Building a software to track investments and the evolution into a startup
Key features of Vyzer, including transaction reconciliation, cash flow planning, and investment insights

[00:12:00] - [00:18:00] Leveraging Data and Community Insights to Empower Investors

Providing transparency into fund performance and investor activity
Analyzing deal flow and offering educational content to help investors make informed decisions
The value of a platform like Vyzer in streamlining administrative tasks and saving time

[00:18:00] - [00:21:00] The Future of Private Investing and Advice for Aspiring Investors

The advantages of private markets, including cash flow, depreciation, and future upside
Comparing the returns and time investment of passive and active investing
Tips for getting started with private investing and building initial capital

Quotes:

"The biggest risk in private investing is finding people you can trust - operators who will not lie to you, steal from you, or scam you. That's super important." - Litan Yahav

“When comparing passive and active investing, it's crucial to look at the relationship between the returns and the work required. Sometimes, the exponentially higher time investment in active deals doesn't justify the marginally higher returns compared to passive investing." - Litan Yahav

Connect with Litan:

Website: vyzer.co

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

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Can you really go from being broke to owning a private jet and generating six-figure passive income? Austin Zelan shares his journey and the strategies he uses to help others achieve financial freedom.

In this episode, Sujata Shyam sits down with Austin Zelan, the founder of Cashflow Preneur, to discuss how he helps people achieve six-figure passive income through various investment strategies. Austin shares his background in the corporate world and how he transitioned to full-time investing, focusing on time freedom, financial freedom, and geographical freedom. He explains how he diversified his portfolio and eventually discovered the potential of investing in private jets. Austin breaks down the private jet investment model, discussing the risks, benefits, and the process of upgrading to larger, more profitable jets over time. He also touches on strategies for accessing capital, such as zero-percent interest credit cards and business loans.

00:00:00 - 00:03:59 | From Corporate Job to Full-Time Investor

Austin's journey from working at Microsoft to pursuing his passion for investing
Focusing on time freedom, financial freedom, and geographical freedom
Diversifying his portfolio to protect his investor status

00:04:00 - 00:07:59 | Accessing Capital for Investments

Teaching people how to access six-figure capital from banks at 0% interest
Optimizing credit and working with relationship managers at banks
Alternative methods of accessing capital, such as business loans and trading firms

00:08:00 - 00:13:59 | The Private Jet Investment Model

Partnering with a charter company to invest in profitable private jets
Generating monthly net cashflow and building equity in the jets
Risks and risk mitigation strategies in the private jet model

00:14:00 - 00:20:59 | Scaling Up and Upgrading Jets

The process of upgrading from a $5 million jet to a $25 million jet
How a $200,000 investment can turn into $5 million in equity over time
The potential for high annual cash flow returns on top of equity growth

00:21:00 - 00:24:59 | Refinancing and Investor Perks

Refinancing strategies to lower monthly payments and upgrade jets
Organizing exclusive getaways for jet investors to collaborate and network
How to learn more about Austin's projects and connect with him

Quotes:

"We've had people come in, get access to capital, and then use that money to invest into a private jet. So they went from basically being broke to a part owner of a private jet that's producing them a positive cashflow every single month." - Austin Zelan
“We have people that come into the program, and once they get into the program, we were able to get them six figures in capital from the bank at 0 percent interest." - Austin Zelan

Connect with Austin:

Website: www.cashflowpreneur.com

Instagram: www.instagram.com/austinzelan

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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How can you ensure that your wealth not only grows but also lasts for generations to come?

In this enlightening episode, Whitney Elkins-Hutten, the director of investor education at passiveinvesting.com and founder of Ash Wealth, shares valuable insights from her new book, "Money for Tomorrow: How to Build and Protect Generational Wealth." Whitney discusses the importance of not only creating and growing wealth but also keeping it and passing it on to future generations. She delves into the common mistakes people make that lead to significant financial losses and offers practical strategies to safeguard and multiply wealth. Additionally, Whitney explores the potential of express car washes and preferred equity investments in today's market.

(00:00:00 - 00:09:59) Unlocking the Secrets to Generational Wealth

Learn about Whitney's background and her motivation for writing "Money for Tomorrow"
Discover the four rules you must master as an investor to win the wealth game
Understand the importance of keeping wealth and avoiding common pitfalls

(00:10:00 - 00:15:59) The Seven Pillars of Wealth: A Blueprint for Success

Explore the seven wealth pillars that help identify high-quality assets
Learn how to grade investments based on these pillars
Discover the ideal audience for "Money for Tomorrow" and how it can benefit both new and seasoned investors

(00:16:00 - 00:22:59) The Express Car Wash Revolution: A Lucrative Investment Opportunity

Uncover the potential of express car washes as an emerging asset class
Understand the key factors that make express car washes an attractive investment
Learn about the operational optimizations and revenue models that drive profitability

(00:23:00 - 00:27:59) Diversifying Your Portfolio: The Power of Debt Funds

Discover why investors are increasingly interested in debt funds in the current market
Learn about the unique features of Whitney's debt fund and how it minimizes default risk
Understand how debt funds can provide stable income and portfolio diversification

(00:28:00 - 00:33:00) Preferred Equity: Balancing Cash Flow and Growth

Explore the benefits of preferred equity investments in today's market
Learn how preferred equity can offer both guaranteed returns and profit participation
Discover how Whitney's alliance fund capitalizes on opportunities in performing multifamily real estate

Key Quotes:

"Investors over concentrate on creating wealth and growing their wealth. Most investors lose it when they don't know how to keep it and pass it on to the next generation." - Whitney Elkins-Hutten

"If you don't have a plan for it, I guarantee you somebody else does." - Whitney Elkins-Hutten

Connect with Whitney:

Website: PassiveInvestingwithWhitney.com

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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How can mastering the art of underwriting multifamily deals transform your real estate investing journey and help you make informed decisions?

In this insightful episode, Victoria McGuire shares her expertise in multifamily real estate investing, particularly focusing on the crucial skill of underwriting. With a background in residential real estate, Victoria and her husband embarked on their multifamily journey to scale their investments and work together. She emphasizes the importance of thorough research, verifying information, and diving deep into rent roll analysis when evaluating potential deals. Victoria also discusses the competitive nature of the current market, the states and markets she prefers to invest in, and the significance of vetting sponsors when considering passive investing opportunities. Throughout the episode, she provides valuable tips and insights for both active and passive investors looking to navigate the multifamily real estate space successfully.

[00:00:00] - [00:04:00] From Residential Realtor to Multifamily Investor: Victoria's Journey

Victoria's background in residential real estate and her transition to multifamily investing
The challenges and rewards of managing Airbnb properties compared to long-term rentals
The importance of finding the right underwriting model and becoming comfortable with the numbers

[00:04:00] - [00:10:00] Mastering the Art of Underwriting: Tips and Techniques

The significance of verifying information and not relying solely on offering memorandums
Analyzing T12s for patterns, anomalies, and one-time expenses
Understanding the legal aspects of billing back utilities to tenants

[00:10:00] - [00:18:00] Navigating the Competitive Multifamily Market

The importance of explaining your underwriting when presenting offers to sellers
Preferred states and markets for investing, considering factors like landlord-friendly laws and demographics
Vetting sponsors and asking the right questions when considering passive investing opportunities

[00:18:00] - [00:22:00] The Evolution of Multifamily Investing: Adapting to Market Changes

The time-consuming nature of residential real estate compared to the flexibility of multifamily investing
The process of underwriting deals and the importance of a quick underwriting tool
Sellers' growing acceptance of the new market reality and the narrowing spread between realistic and desired prices

[00:22:00] - [00:26:00] Mitigating Risk and Making Informed Decisions

The preference for agency debt over bridge debt to avoid refinancing pressure and market uncertainties
The importance of under-promising and over-delivering when syndicating deals
Knowing when to walk away from a deal and having a clear top price during negotiations

Quotes:

"Properties that are in good markets are still getting, you know, multiple offers. They're calling for highest and best on most of them." - Victoria McGuire

"If you're looking at passive investing, you want to vet who you're investing with. So if you're going to invest in a deal as an LP, don't be afraid to ask a lot of questions." - Victoria McGuire

Connect with Victoria:

Website: https://heartsillcapitalpartners.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Is the pursuit of rapid business growth and success worth sacrificing personal well-being and relationships?

In this insightful episode of Mindset Shorts, guest Engelo Rumora shares his personal experience and lessons learned from building a successful business at a breakneck pace. He candidly discusses the challenges of maintaining a work-life balance and the toll it took on his health and personal relationships. Engeloreflects on what he would do differently if given the chance, emphasizing the importance of slower, more sustainable growth. The episode explores the trade-offs between rapid success and personal fulfillment, offering valuable insights for entrepreneurs and business owners.

Engelo Rumora is a prominent real estate executive, investor, and CEO, known for his remarkable achievements in real estate investments, as well as his diverse entrepreneurial ventures spanning various industries. With a global portfolio encompassing countries such as the Bahamas, Croatia, Japan, Australia, and the USA, he has demonstrated a comprehensive understanding of investment strategies. Engelo's expertise extends beyond real estate to include tech, crypto, stocks, and oil funds. He is the driving force behind several successful companies, primarily in the real estate sector, having experienced both setbacks and triumphs. Engelo's enduring commitments are Ohio Cashflow, a leading turnkey property provider, and Oz Realty, a renowned property management firm. his career has seen involvement in over 1,000 real estate transactions, including flips and buy-and-holds.

00:00:00 - 00:02:00 - The Myth of Work-Life Balance

Engelo argues that work-life balance doesn't exist when building a successful business
Building a business requires long hours and sacrifices in personal life and health
Reflecting on his experience, Engeloquestions whethis the sacrifices were worth it

00:02:00 - 00:04:00 - Lessons Learned and Personal Growth

Engel shares how he would approach building his business differently, focusing on slower, more sustainable growth
During a period of reflection and detox, Engelofound better health and financial success
He now prioritizes self-care and a more balanced approach to work

00:04:00 - 00:06:00 - The Impact of Rapid Growth on Company Culture

Engelo discusses the high turnover rate in his company due to the demanding pace
He reflects on how slower growth could have fostered a better company culture and employee retention
The business has become lean and automated, but Engelomisses the human element of supporting employees

00:06:00 - 00:08:00 - Balancing Growth and Longevity

Engelo believes that slower growth would have led to greater longevity and expansion into multiple markets
While He doesn't regret his path, He acknowledges the potential benefits of a different approach
The importance of creating a business that supports not only the entrepreneur but also the employees and their families

00:08:00 - 00:10:00 - Ohio Cashflow: A Niche Real Estate Investment Business

Engelo shares his business model of buying, renovating, and selling distressed properties to passive investors
The company focuses on the Toledo, Ohio market, providing cash flow opportunities for investors
Engelo reflects on his personal journey and the lessons He's learned as an entrepreneur

Quotes:

"Whoever is saying work-life balance, I'm sorry, but it doesn't exist because if you want to build a large business and a successful business, what balance is there?" - Engelo Rumora

"Never been fitter, never been healthier. Look now I'm back in the grind. You know, I'm, I'm, I want to scale my property management company. I'm looking at doing some great things with my, with my Turkey business. And I'm grinding again." - Engelo Rumora

Connect with Engelo:

Website: https://ohiocashflow.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Can a classic book from the 1930s still hold the key to achieving success and wealth in today's modern world?

In this thought-provoking episode, Suja welcomes back Vessi Kapoulian to discuss the profound impact that the timeless book "Think and Grow Rich" by Napoleon Hill had on her life and mindset. Vessi shares how the book's principles helped her navigate career changes, embrace real estate investing, and cultivate a success-oriented mindset. She delves into the importance of having a burning desire, focusing on long-term goals, and surrounding oneself with positive influences. Throughout the conversation, Vessi reveals practical insights and daily routines that have transformed her life, emphasizing the power of consistency and persistence in the pursuit of one's dreams.

Vessi Kapoulian, Founder of Dream Believe Achieve Capital Group, grew up in Bulgaria and dreamed of coming to the US. With a scholarship, she made her dream a reality. After climbing the corporate ladder, Vessi discovered real estate investing. Now, she helps busy professionals create passive income streams through real estate. Vessi controls a portfolio of 319 doors, worth $36MM, in Florida, Tennessee, and Georgia.

00:00:00 - 00:02:00 - Discovering a Life-Changing Book

Vessi shares how a fellow real estate investor recommended "Think and Grow Rich" to her
The book's title intrigued her, and she decided to dive into its content
Reading the book became a turning point in Vessi's life, as she was going through career changes and seeking a better way forward

00:02:00 - 00:04:00 - Unveiling the True Riches Within

"Think and Grow Rich" goes beyond just physical and economic wealth, focusing on spiritual and mental riches
The book emphasizes the power of mindset, cultivating a burning desire, and taking action towards one's goals
Vessi found the book to be motivational and inspirational, prompting her to reflect on her own aspirations and take the next step in her real estate journey

00:04:00 - 00:06:00 - The Importance of Burning Desire and Persistence

Vessi highlights the significance of having a burning desire and clearly defining one's goals and reasons for pursuing them
The book teaches the value of persistence, using the example of a miner who gave up just three feet from gold
Vessi emphasizes the importance of focusing on the process and taking consistent, small steps towards long-term success

00:06:00 - 00:08:00 - Surrounding Yourself with Positivity

"Think and Grow Rich" stresses the importance of surrounding oneself with positive, like-minded individuals
Vessi recognized the need to find new friends who were motivated and interested in real estate to support her growth
The book's insights were derived from interviews with numerous successful people, reinforcing the power of environment in achieving success

00:08:00 - 00:10:00 - Cultivating Daily Routines for Success

Vessi shares her morning routine, which includes physical activity, quiet time, and setting intentions for the day
She emphasizes the importance of focusing on three key tasks each day, with one being a "needle mover" and two being important actions
Gratitude plays a significant role in Vessi's daily practice, reminding her to appreciate the blessings in her life

Quotes:

"It's not short term results or short term thinking that one is to focus on, but what is the outcome and then focus on the process to get there." - Vessi Kapoulian

"As long as you keep that long term outlook in mind and are staying with the process and being consistent, that success is inevitable." - Vessi Kapoulian

Connect with Vessi:

Website: https://dbacapitalgroup.com/

Digital Book : 21042267.hs-sites.com/multifamily-digital-book

LinkedIn: https://www.linkedin.com/in/vessi-kapoulian/

You Tube: https://www.youtube.com/channel/UC7Gvm6hGGKGHSerXCTj8H4w

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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How can couples with significant age differences navigate the complex financial planning conversations to ensure a secure future together?

In this insightful episode, Suja welcomes back Jay Zygmunt, PhD, CFP, and CEO of Child Free Wealth, to discuss the unique financial planning challenges faced by couples with significant age differences. As a certified financial planner specializing in helping child-free individuals, Jay shares his expertise on the essential conversations these couples need to have, from long-term care planning to estate management. He emphasizes the importance of seeking professional guidance to facilitate these sensitive discussions and offers practical advice on how to approach the topic of mortality and its impact on financial decision-making.

Jay Zigmont, PhD, MBA, CFP® is the Founder and CEO of Childfree Wealth®, a life and financial planning firm dedicated to helping Childfree and Permanently Childless people. Childfree Wealth is the first life and financial planning firm dedicated to serving Childfree people.

[00:00:00] Introduction: Suja welcomes Jay Zygmunt back to discuss financial planning for couples with significant age differences.

25% of adults are child-free, and the financial planning world is primarily built around the idea of having children.
Couples with age gaps face unique challenges in financial planning conversations.
Jay specializes in helping child-free individuals with their financial planning needs.

[00:01:00] Starting with the Uncomfortable Conversation

Discussing mortality and the likelihood of one partner outliving the other is a difficult but necessary conversation.
The conversation involves long-term care, estate planning, and investment decisions.
Couples often avoid this conversation due to its uncomfortable nature.

[00:03:00] The Importance of Long-Term Care Planning

Women spend an average of 3.7 years in care, while men spend 2.2 years, costing around $115,000 per year.
Couples with age differences need to plan for long-term care to protect the surviving partner.
Estate planning is crucial, especially for child-free couples, to ensure assets are distributed according to their wishes.

[00:05:00] Seeking Professional Guidance

Involving a third party, such as a financial planner, can help facilitate sensitive conversations about mortality and financial planning.
Professionals can guide couples in discussing priorities, such as caring for aging parents, inheritance, and power of attorney.
Lack of proper planning can lead to severe consequences, such as being kicked out of one's own house due to joint ownership with in-laws.

[00:07:00] Self-Insuring for Long-Term Care and Conclusion

Self-insuring for long-term care requires setting aside approximately $500,000 and ensuring a 5% annual growth rate to keep up with rising costs.
Purchasing long-term care insurance in mid-40s can be more cost-effective.
These conversations are essential for all couples, regardless of whether they have children, to ensure they make the most of their lives and pass on their desired legacy.

Quote:

"When it comes to couples with significant age differences, having a plan for the inevitable is crucial. It's not just about the numbers; it's about facing mortality head-on and ensuring that both partners are protected and secure in their future together." - Jay Zygmunt, PhD, CFP

"Couples often avoid discussing the uncomfortable reality of one partner outliving the other, but it's a conversation that must be had. Bringing in a third party, like a financial planner, can help facilitate these sensitive discussions." - Jay Zygmunt, PhD, CFP

Connect with Jay:

Website: https://childfreewealth.com

Free copy of the book "Portraits of Childfree Wealth": https://childfreewealth.com/book

Podcast: https://childfreewealth.buzzsprout.com

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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In this captivating episode, Suja interviews Engelo Rumora, a former professional soccer player turned real estate investor who has built a successful business in Toledo, Ohio. Despite quitting school at the age of 14, Engelo's passion, hard work, and determination have led him to flip over a thousand properties and establish a thriving property management company. He shares his journey, the challenges he faced, and the lessons he learned along the way. Engelo also discusses his investment philosophy, the importance of sticking to what you know, and the value of creating a business that serves a greater purpose than just personal gain.

Engelo Rumora is a prominent real estate executive, investor, and CEO, known for his remarkable achievements in real estate investments, as well as his diverse entrepreneurial ventures spanning various industries. With a global portfolio encompassing countries such as the Bahamas, Croatia, Japan, Australia, and the USA, he has demonstrated a comprehensive understanding of investment strategies. Engelo's expertise extends beyond real estate to include tech, crypto, stocks, and oil funds. He is the driving force behind several successful companies, primarily in the real estate sector, having experienced both setbacks and triumphs. Engelo's enduring commitments are Ohio Cashflow, a leading turnkey property provider, and Oz Realty, a renowned property management firm. His career has seen involvement in over 1,000 real estate transactions, including flips and buy-and-holds.

[00:00:00] - [00:04:00] From Soccer Pitch to Real Estate Riches

Engelo's journey from quitting school at 14 to become a professional soccer player
The decision to leave soccer and start a new career in real estate
Building a portfolio in Australia and the challenges faced

[00:04:00] - [00:09:00] Discovering the Toledo, Ohio Market

Why Engelo chose to invest in Toledo, Ohio
The benefits of investing in a tertiary, niche market
Explaining the business model of flipping and property management

[00:09:00] - [00:14:00] Mastering the Art of Property Management

The initial struggles and mistakes made in property management
Streamlining processes and incorporating technology to improve efficiency
The importance of having in-house property management for a successful turnkey business

[00:14:00] - [00:19:00] Investing Beyond Real Estate

Engelo's experiences investing in various markets worldwide
The advantages of investing in the U.S. compared to other countries
Diversifying investments while maintaining a focus on core competencies

[00:19:00] - [00:25:00] The Purpose Behind the Grind

Engelo's semi-retirement at 28 and the realization that material possessions don't bring happiness
Doing business for the benefit of family and loved ones
The importance of having a purpose greater than oneself to stay motivated

Quotes:

"Food and shelter are the two most important things to humanity. So for as long as Elon Musk doesn't send us to Mars, people are always going to need a roof over their head." - Engelo Rumora

"If you do things for you, you will eventually let yourself down because you aren't enough to continue the grind. But if you do things for someone else that's blood related or a bigger purpose than yourself, you won't give up." - Engelo Rumora

Connect with Engelo:

Website: https://ohiocashflow.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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How can investing in multifamily real estate help you take control of your financial destiny and create a path to true freedom?

In this episode, Suja sits down with Vessi Kapoulian, the founder of Dream Believe Achieve Capital Group, to discuss her inspiring journey from growing up behind the Iron Curtain in Bulgaria to becoming a successful multifamily real estate investor in the United States. Vessi shares her experience of climbing the corporate ladder in commercial lending, only to realize that she was trading more time for money and not truly in control of her own destiny. This realization led her to explore real estate investing as a means to create passive income streams and achieve financial independence. Throughout the conversation, Vessi provides valuable insights into the benefits of multifamily investing, the importance of vetting sponsors, and the current opportunities in the market.

[00:00:00 - 00:04:00] From Bulgaria to the U.S.: Vessi's Journey to Real Estate Investing

Vessi grew up behind the Iron Curtain in Bulgaria, where hard assets like real estate were the primary means of investment
She took the traditional path of climbing the corporate ladder in commercial lending, but realized she was trading time for money
Vessi's experience with corporate restructures and the 2008-2009 financial crisis led her to explore real estate investing as a way to control her own destiny

[00:04:00 - 00:09:00] Transitioning from Single-Family to Multifamily Investing

Vessi started with a single-family home investment and eventually scaled up to a duplex
Her background in commercial lending, particularly in the multifamily sector, influenced her decision to focus on multifamily investments
Multifamily investing was a natural progression for Vessi, as it allowed her to apply her existing knowledge and skills

[00:09:00 - 00:13:00] Navigating the Challenges of Rising Interest Rates

Vessi emphasizes the importance of using fixed-rate debt or interest rate caps to mitigate the risk of rising interest rates
She acknowledges the difficulty of foreseeing the rapid rise in interest rates during 2020-2021
Conservative lending practices, such as maintaining lower leverage and raising more for reserves, can help investors weather market fluctuations

[00:13:00 - 00:18:00] The Benefits of Passive Real Estate Investing

Vessi helps clients diversify their portfolios beyond stocks and bonds by investing in real estate syndications
Passive real estate investing can create additional income streams, providing optionality and financial freedom
Real estate offers tax efficiencies, such as bonus depreciation, which can offset capital gains and reduce effective tax rates

[00:18:00 - 00:25:00] Vetting Sponsors and the Future of Multifamily Investing

Vessi emphasizes the importance of thoroughly vetting sponsors, focusing on aligned values, track records, communication processes, and operational expertise
She remains optimistic about the long-term prospects of multifamily investing, citing demographic trends, limited supply of single-family homes, and the gap between owning and renting
Vessi believes that 2024 and 2025 may present opportunities to acquire assets at more reasonable prices, setting the stage for future growth

Quotes:

Sure, here are a couple of more powerful and insightful quotes from the transcript:

"I couldn't be trading more time for money, getting all these corporate titles that at the end of the day mean nothing because when I look back one day, people are not gonna, at least for me, I don't think I would be thinking, 'Wow, I was the MVP at such and such bank,' but it's more about what is the impact do you have?" -Vessi Kapoulian

"I'm still very optimistic about multifamily in the long run. Yes, 2024 and frankly even 2025 will be challenging years because I for a number of reasons. But I also think that would be a great time to acquire assets on a more reasonable basis." - Vessi Kapoulian

Connect with Vessi:

Website: https://dbacapitalgroup.com/

Digital Book : 21042267.hs-sites.com/multifamily-digital-book

LinkedIn: https://www.linkedin.com/in/vessi-kapoulian/

You Tube: https://www.youtube.com/channel/UC7Gvm6hGGKGHSerXCTj8H4w

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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What if the traditional financial planning advice you've been following doesn't align with your child-free lifestyle and goals?

In this eye-opening episode, Suja Shyam sits down with Jay Zigmont, a certified financial planner, MBA, PhD, and founder of Child Free Wealth. Jay sheds light on the often-overlooked financial planning needs of the child-free community, which makes up a significant 20-25% of the U.S. population. He challenges conventional wisdom and offers fresh perspectives on how child-free individuals can optimize their wealth-building strategies, enjoy their lives to the fullest, and plan for a future that doesn't revolve around leaving a large inheritance.

[00:00:00] - [00:03:14] Uncovering the Untapped Potential of Child-Free Financial Planning

Jay's personal experience as a child-free individual and the lack of representation in financial education
The significant percentage of the U.S. population that is child-free and underserved
The importance of addressing the unique financial needs of child-free people

[00:03:15] - [00:09:00] Redefining Purpose and Meaning in a Child-Free Life

Exploring the concept of "impact" and leaving a non-genetic legacy
The child-free midlife crisis: navigating personal, professional, and financial goals
Embracing the freedom to pursue passions and make unconventional life choices

[00:09:01] - [00:13:49] Optimizing Wealth-Building Strategies for the Child-Free

Challenging the assumption that real estate investing is always the best option
The flexibility and simplicity of investing in stocks, bonds, and equities
The importance of understanding investments and aligning them with personal goals

[00:13:50] - [00:18:25] Mastering the Art of Spending and Dying with Zero

The concept of "dying with zero" and its implications for financial planning
Strategies for determining the optimal amount to spend and give during one's lifetime
Overcoming the psychological hurdles of spending money and enjoying life

[00:18:26] - [00:27:22] Embracing the FILE (Financial Independence, Live Early) Mindset

The limitations of the FIRE (Financial Independence, Retire Early) movement for child-free individuals
The FILE approach: finding the right balance between work and leisure throughout life
Adapting financial planning strategies to accommodate a FILE lifestyle

"Everything is either pre-kids, post-kids. And when I say child-free, I mean people who don't have kids and aren't planning on having them ever in their life." - Jay Zigmont

"We spend more time with our clients about spending money than saving money." - Jay Zigmont

Connect with Jay:

Website: https://childfreewealth.com

Free copy of the book "Portraits of Childfree Wealth": https://childfreewealth.com/book

Podcast: https://childfreewealth.buzzsprout.com

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Can breaking down your life into the categories of health, wealth, and legacy truly simplify your path to success and fulfillment? Find out how our guest today applies this framework to make remarkable progress in life.

In this riveting episode of "Mindset Shorts," we delve deep into the psyche of success with the return of Nick D'Angelo from Saint Investments. Diving into the crux of mindset's pivotal role across life's various domains, Nick shares his profound insights into categorizing life's pursuits into health, wealth, and legacy. This episode not only enlightens listeners on maintaining balance but also embarks on a journey through intentional living, the significance of familial bonds, and the essence of leaving a lasting impact. Join us as we explore the intricate interplay of these elements and their compounding effect on achieving personal and financial goals.

Nic DeAngelo, dubbed the "Fixed Income GOAT" in real estate, manages a $206M+ portfolio, blending economic insight with real estate expertise for captivating podcast discussions. With a steadfast belief in real estate as the antidote to Wall Street's flaws, he leads Saint Investment Group, acquiring institutional-grade assets nationwide. His strategy-driven approach spans 20+ states and 24 projects, aiming to raise $100M+ yearly. Praised by top podcasters for their data-driven insights and knack for simplifying complex theories, DeAngelo's contributions make every podcast appearance memorable, offering dense, entertaining content that invites listeners to explore the depths of economic foresight and real estate investment.

[00:00:00 - 00:02:00] Unveiling the Framework: Health, Wealth, and Legacy

Simplification of life goals enhances focus and productivity.
Health encompasses physical, emotional, and relational well-being.
The importance of daily exercise and spiritual practices.

[00:02:00 - 00:04:00] Deep Dive into Wealth Building

The necessity of diversified income streams for financial stability.
Passive income as a cornerstone for wealth accumulation.
Long-term investments for appreciating net worth.

[00:04:00 - 00:06:00] Crafting a Legacy Through Generational Excellence

Legacy involves both material wealth and imparting values.
The importance of surpassing generational achievements.
Philanthropy as a component of leaving a positive mark.

[00:06:00 - 00:08:00] The Symbiosis of Wealth and Legacy

Financial education is critical for sustaining wealth across generations.
Instilling a robust mindset in successors is as crucial as bequeathing wealth.
The shared responsibility in elevating family success.

[00:08:00 - 00:09:29] A Day in the Life: Living by the Framework

The significance of morning routines in setting the day's tone.
Balancing work and family life for overall well-being.
Evening reflections and positivity for personal growth and family bonding.

5 Key Quotes with Guest's Name:

"The most beneficial view of things in my life is to categorize everything in one of three categories: It's health, it's wealth, and it's legacy, period." - Nick D'Angelo

"Giving your children not just financial legacy, which I do believe is important, but also giving them the best things that you've learned in your entire life." - Nick D'Angelo

Connect with Nick D’Angelo:

Links:

https://linktr.ee/NicDeAngelo

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Can visualizing your perfect day transform your reality, and if so, what's the science behind making your dreams tangible through visioning exercises?

In this enlightening episode, we delve into the transformative power of mindset and visioning exercises with Scott Jelinek, an advocate for building passive income through what he dubs the 'Slow Flip' method. Scott shares his journey, emphasizing the critical role of a positive mindset in overcoming life's hurdles and achieving substantial progress towards financial and personal goals. The discussion covers the impact of daily affirmations, the importance of envisioning a perfect day for future success, and practical steps towards making those visions a reality. Listeners will leave equipped with actionable insights to harness their mindset for personal growth and financial freedom.

Scott Jelinek is a successful entrepreneur and real estate investor with over 30 years of experience in the industry. His passion for entrepreneurship started at a young age, and he started his first business venture at just fifteen years old. After serving in the army, he turned to real estate and has since completed over 800 deals, establishing himself as a leader in the field.

[00:00:00 - 00:01:00] The Power of Mindset:

The critical role of mindset in achieving goals.
The importance of positive self-talk.
Introduction to Scott Jelinek and the 'Slow Flip' method.

[00:01:00 - 00:02:00] Visioning Success:

The transformative effect of writing down future visions.
How Scott's visions became his reality.
The impact of visioning exercises on personal and professional growth.

[00:02:00 - 00:03:00] Crafting Your Perfect Day:

The structure of a visioning exercise.
The significance of detailing your ideal life and business.
How realistic financial goals are closer than most think.

[00:03:00 - 00:06:00] Setting Achievable Goals:

The importance of putting a number to your dreams.
How defining specifics can lead to achievable plans.
Overcoming the 'more money' mindset with clear, actionable goals.

[00:06:00 - 00:09:00] The Path to True Freedom:

Distinguishing between material desires and the quest for freedom.
How Scott guides people from achieving freedom to contributing and growing.
The role of visioning in filtering opportunities.

Quotes:

"There is nothing more important than mindset." - Scott Jelinek

"You're either moving toward your vision or moving away from it." - Scott Jelinek

Connect with Scott:

Book’s Website: http://scottsfreebook.com/

Website: https://www.slowflips.com/registration

LinkedIn: https://www.linkedin.com/in/scott-jelinek-78556b6/

Instagram: https://www.instagram.com/scott_jelinek/

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

YouTube: https://www.youtube.com/c/Masterinvestoracademy/store

TikTok: https://www.tiktok.com/@scottjelinek

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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How can facing life's gravest challenges with a positive mindset not only help us survive but also thrive and transform adversity into an unparalleled strength?

Dive deep into the extraordinary life of Marv McGuire, a three-time brain cancer survivor, Navy veteran, and a beacon of resilience and positivity. Marv shares his riveting journey from diagnosis to recovery, detailing how his mindset, supported by humor, faith, and a strong support system, played a pivotal role in navigating through his health battles. His story is not just about surviving; it's about thriving amidst adversity, cherishing every moment, and the profound impact of staying positive on our physical and mental health.

Marv McGuire (Commander, U.S. Navy, ret.) retired after 25 years of service in 2013 and worked as a Senior Director of Business Development for multiple federal defense contractors until 2023. Immediately before entering the commercial real estate market, Mr. McGuire worked for IBM where he was responsible for the complete lifecycle of customer engagement, sales, and support to corporate strategic pursuits in the Army, Navy, Air Force and Special Operations Forces. Like many military veterans, Marv and his wife, Victoria, moved multiple times over this period and bought, invested and occasionally became “unexpected landlords” for a variety of reasons; the lessons learned while managing these assets accelerated their interest in and transition to commercial real estate.

[00:00:00 - 00:03:00] The Power of Positivity: Marv discusses his initial diagnosis and the critical role of maintaining a positive outlook during his treatment journey.

Facing fear with a positive mindset can significantly alter your journey.
The importance of humor and light-heartedness in coping with illness.
Support from loved ones is invaluable in the healing process.

[00:03:00 - 00:06:00] A Family's Fortitude: The impact of Marv's cancer battle on his family dynamics and how they navigated the challenges together.

Shielding loved ones from pain while also drawing strength from them.
The crucial role of a supportive partner in overcoming life's hurdles.
Relying on a network of friends and family for emotional support.

[00:06:00 - 00:09:00] Confronting Fear Head-On: Marv elaborates on his unique approach to confronting fears, including humor and faith.

Leveraging humor as a coping mechanism to lighten the mood and face fears.
The role of faith and spirituality in providing comfort and strength.
The importance of transparency and communication with loved ones.

[00:09:00 - 00:12:00] Living Presently, Building for the Future: Balancing the act of living in the moment with planning for the future, particularly in uncertain times.

The delicate balance between enjoying the present and preparing for the future.
How adversity can lead to a more present and fulfilling life.
Building generational wealth while enjoying life's journey.

[00:12:00 - 00:15:00] Gratitude and Growth: Marv reflects on how his experiences have led to personal growth and the importance of gratitude.

Trials and challenges can foster personal development and resilience.
The transformative power of maintaining a gratitude journal.
How gratitude can shift your perspective and open up possibilities.

Quotes:

"You're just as sick as you think you are, and you're just as stuck as you think you are." - Marv McGuire

"What doesn't kill you makes you better... if you survive a challenge, it doesn't just destroy you. We control how we perceive them and react to them." - Marv McGuire

Connect with Marv:

Website: www.heartsillcapitalpartners.com

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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What can the tumultuous journeys of the world's most successful entrepreneurs teach us about resilience, innovation, and the power of a big vision in business?

In this episode of Mindset Shorts, we're thrilled to welcome back Andrew Hinton, a seasoned investor and a voracious reader of entrepreneurial biographies. Andrew shares how the stories of entrepreneurs have not only inspired him but also offered valuable lessons on perseverance, business principles, and the importance of thinking big. From Ray Dalio's principles to the relentless pursuit of vision by Elon Musk, this episode dives into the core of what makes entrepreneurs tick and how their journeys can inspire your own path to success.

Andrew is head of acquisitions, development, sales & marketing for GL Capital. In these roles, Andrew leads in the sourcing of new projects and due diligence process; oversees asset redevelopment, construction, and renovations; also he manages the sales and marketing process to raise capital for acquisitions and dispose of assets for big payouts to investors.

[00:00:00 - 00:02:00] The Allure of Entrepreneurial Biographies

The motivational power of reading about entrepreneurs' lows and highs.
Learning from the principles that guided their decisions.
The impact of their stories on personal and professional growth.

[00:02:00 - 00:03:00] Principles of Success from Ray Dalio

The blend of biography and actionable principles in Dalio's work.
Application of Dalio's wisdom in everyday settings.
Building a mindset for internal company growth and external sharing.

[00:03:00 - 00:04:00] Steve Schwarzman's Unified Approach

Schwarzman's investment philosophy and its simplicity.
The significance of having a consistent model across all fronts.
Learning from Schwarzman's resilience pre-2008 financial crisis.

[00:04:00 - 00:05:00 Phil Knight's Near Bankruptcy to Nike's Empire]

The edge-of-failure experiences of Nike's founder.
The role of perseverance and vision in overcoming obstacles.
Knight's ability to transform potential bankruptcy into a global brand.

[00:05:00 - 00:06:00] Elon Musk's Vision for the Future

Musk's controversial yet inspiring journey.
The importance of dreaming big and tackling the impossible.
How Musk's vision for SpaceX and Tesla defies conventional limits.

Quotes:

"The journey of an entrepreneur is marked not by the peaks reached, but by the depth of their valleys and the courage to climb out." - Andrew Hinton

Connect with Andrew:

Website: https://glcapital.io/

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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What if the path to building an empire in real estate could start from the ground up, fueled by passion, resilience, and a leap into the unknown? How do John Potts' journey and mindset illuminate this adventurous route?

In this episode, we dive into the inspiring journey of John Potts, a young entrepreneur who transitioned from a conventional 9-to-5 job to creating a burgeoning real estate empire in Pittsburgh. With candid reflections on the highs and lows of flipping houses, venturing into multifamily properties, and embracing a mindset of positivity and perseverance, John's story is a testament to the transformative power of dedication and strategic risk-taking in the real estate world.

Jon Potts, embarked on his real estate journey five years ago, igniting a passion that would shape his career. Partnering with his wife, he dove into the industry with a bold vision – to revitalize homes and communities through house flipping.

(00:00:00 - 00:04:00) The Leap of Faith

Transitioning from a stable job to real estate investing requires courage and a strong vision.
The importance of research and education before diving into property flipping.
Real estate investing is not just about profits; it's about building a legacy and learning from each experience.

(00:04:01 - 00:08:00) Building from Scratch

The significance of persistence and adapting strategies in the face of challenges.
Leveraging personal skills and partnerships to navigate the real estate market.
The shift from single-family homes to multifamily units as a strategy for generating consistent income.

(00:08:01 - 00:12:00) Embracing Multifamily Investments

Multifamily properties offer a pathway to more stable, passive income.
Networking and education are crucial for finding opportunities and partners.
The complexity and rewards of dealing with multifamily units and low-income housing projects.

(00:12:01 - 00:16:00) Mindset for Success

The power of a positive mindset and gratitude in overcoming challenges.
Personal development and self-education are foundational to success in entrepreneurship.
The importance of viewing challenges as opportunities for growth.

Planning for the Future (00:16:01 - 00:20:00)

Strategic planning and patience are essential for long-term success in real estate.
The role of passive income in securing financial freedom.
Building a legacy for future generations through smart investments and a balanced life.

Quotes:

"You really have to think positive and think that you can do something when everyone else around you is kind of saying that you can't." - John Potts

"I'm just working for my future and for my kid and future kids that I may have." - John Potts

Connect with Jon:

Website: www.movementcapitalgroup.com

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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How can investors navigate the evolving landscape of real estate investments and macroeconomic changes to secure robust, inflation-resistant returns?

In this insightful episode, we dive deep with Nic D'Angelo of SAIT Investment into the intricate world of wealth management, alternative assets, and the macroeconomic trends shaping investment strategies today. Nic shares his journey from real estate acquisitions during the financial crisis to founding SAIT Investment, emphasizing alternative investments and a keen analysis of macroeconomic indicators. We explore the challenges and opportunities in real estate, the impact of Federal Reserve policies, and innovative approaches to achieving fixed returns amidst market volatility. Join us for a comprehensive discussion on staying ahead in the dynamic landscape of investing.

[00:00:00-00:10:00] "Building the Foundation: From Real Estate Acquisitions to Wealth Management"

Nic's journey from real estate acquisitions to founding SAIT Investment.
The strategic shift towards alternative assets and wealth management.
The importance of understanding macroeconomic trends for investment success.

[00:10:00-00:20:00] "The Art of Alternative Investing: Navigating Market Volatility"

Insights into the development of the Saint Income Fund.
Strategies for achieving fixed returns in uncertain markets.
The role of real estate assets in providing stable investment options.

[00:20:00-00:30:00] "Decoding the Fed: Interest Rates and Economic Forecasts"

Analysis of Federal Reserve policies and their impact on investments.
Predictions for interest rates and inflation.
The significance of demographic trends on economic health.

[00:30:00-00:37:00] "Investment Strategies for an Inflationary World"

The viability of real estate investments in combating inflation.
Fixed income strategies as a hedge against economic uncertainty.
The future of industrial real estate investments.

[00:37:00-00:39:00] "Global Dynamics: Understanding the US-China Economic Relationship"

The interconnectedness of the US and Chinese economies.
Implications of demographic policies on global manufacturing.
Strategies for investors in light of shifting global economic powers.

Quotes:

"We're seeing the biggest shift in real estate investment strategies post-COVID." - Nic D'Angelo

"Inflation is not transitory; it's a fundamental shift we must adapt to." - Nic D'Angelo

Connect with Nic:

Links:

https://linktr.ee/NicDeAngelo

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Can the slow flip strategy really transform your real estate investments into a stable, passive income stream in just five years?

In this riveting episode, Scott Jelinek unveils the secrets behind his innovative "slow flip" strategy, a method that has revolutionized the way investors approach real estate. With over 30 years in the game and more than 800 deals under his belt, Scott shares his journey from accidental landlord to real estate mogul, emphasizing the power of patience and strategic investment to achieve financial freedom. Listeners will dive deep into the nuances of buying properties with the intent of owner financing them, a model that promises not only to mitigate the hassles of traditional landlording but also to secure a future of passive income.

[00:00:00 - 00:05:00] Introduction to Slow Flips:

Scott's journey into real estate and the birth of the slow flip strategy.
The accidental start in real estate investing.
Evolution of the slow flip strategy.
The significance of starting young and learning from experiences.

[00:05:00 - 00:10:00] Navigating the 2008 Financial Crisis:

How the crisis shaped Scott's investment philosophy.
The impact of the financial crisis on Scott's portfolio.
The shift towards owning properties free and clear.
Learning from the older generation of investors.

[00:10:00 - 00:15:00] The Mechanics of Slow Flips:

Detailed breakdown of buying, selling, and financing methods.
Utilizing private money for purchasing properties.
The benefits of selling with owner financing.
Creating cash flow without traditional landlord responsibilities.

[00:15:00 - 00:20:00] Scaling the Slow Flip Business:

Expanding the portfolio and managing multiple properties.
Strategies for scaling and managing a large portfolio.
The importance of software in managing payments.
Navigating the challenges of default and eviction.

[00:20:00 - 00:25:00] Teaching and Coaching: Sharing the slow flip strategy with others.

The potential for starting with little to no money.
The philosophy of delayed gratification in real estate investing.
How Scott's approach to teaching emphasizes understanding and alignment with the slow flip model.

Quotes:

"The biggest barrier people have with slow flips is needing to make money right now." - Scott Jelinek

"You don't deserve to make a dollar off your house until they're free and clear." - Scott Jelinek

Connect with Scott:

Book’s Website: http://scottsfreebook.com/

Website: https://www.slowflips.com/registration

LinkedIn: https://www.linkedin.com/in/scott-jelinek-78556b6/

Instagram: https://www.instagram.com/scott_jelinek/

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

YouTube: https://www.youtube.com/c/Masterinvestoracademy/store

TikTok: https://www.tiktok.com/@scottjelinek

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Can transitioning from single-family to multifamily real estate investments truly amplify your wealth and change the game for your portfolio?

Discover how one Navy commander turned real estate investor did just that.

In this enlightening episode, we dive into the remarkable journey of Marv McGuire, a retired Navy commander who transformed his real estate investment strategy from single-family homes to a burgeoning multifamily portfolio. With a candid recount of the challenges faced as a long-distance landlord and the strategic shift towards multifamily investments, Marv shares invaluable insights into building generational wealth, the importance of mentorship, and the dynamics of the current real estate market. This episode is a treasure trove for both seasoned investors and those just starting their journey in real estate.

[00:00:00 - 00:05:00] From Navy Commander to Real Estate Mogul

The transition from a military career to real estate investing.
Challenges of managing single-family homes as long-distance rentals.
The strategic decision to pivot to multifamily investments.

[00:05:00 - 00:10:00] The Leap into Multifamily Investments

The advantages of multifamily properties over single-family homes.
The role of mentorship and education in transitioning to multifamily investing.
Building a network and finding the right mentorship program.

[00:10:00 - 00:15:00] Achieving Scale and Efficiency

The importance of complementary skill sets in a partnership.
The first successes in multifamily investments and the growth of portfolio.
Overcoming the challenges of being unknown in the industry.

[00:15:00 - 00:20:00] Navigating the Multifamily Market

Identifying and assessing potential deals in a fluctuating market.
The critical role of understanding market assessments and deal underwriting.
Strategies for vetting operators and investment opportunities.

[00:20:00 - 00:24:00] Looking Ahead: Opportunities and Challenges

Anticipating trends in the multifamily market for 2024.
The potential impact of interest rates and market softening on investments.
The strategy behind choosing distressed assets and conservative underwriting.

Quotes:

"One or two bad decisions from your tenants can really cost you thousands." - Marv McGuire

"We don't particularly target distressed deals, but when we see one that's just an exceptionally good deal, we'll take a look." - Marv McGuire

Connect with Marv:

Website: www.heartsillcapitalpartners.com

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Have you ever wondered how the journey from house hacking to acquiring 350+ multifamily units unfolds, and what it takes to thrive in the multifamily acquisitions space?

In this episode, we dive into the fascinating world of multifamily acquisitions with Andrew Hinton from GL Capital. Andrew shares his unique journey from starting with a simple house hack to owning over 350 units, revealing the strategic steps and mindset shifts required to scale in the real estate investment world. With a focus on value-add plays, Andrew discusses the importance of operational efficiency, the impact of market trends on investment strategies, and how to build a resilient portfolio that stands the test of time.

[00:00:00 - 00:05:00] The Genesis of a Multifamily Mogul: Andrew's start with house hacking, the leap to multifamily units, and the power of syndication.

The concept and initial success of house hacking.
Transitioning from single units to multifamily properties.
The importance of syndication in scaling real estate investments.

[00:05:00 - 00:10:00] Scaling Strategies and Early Challenges: From 39 to 350+ units, navigating the growth of a real estate portfolio.

Strategies for scaling real estate investments.
The role of partnerships and private equity.
Overcoming challenges in the early stages of portfolio growth.

[00:10:00 - 00:15:00] Market Insights and Investment Philosophy: Andrew's take on current market conditions and investment criteria.

Analysis of market trends and their impact on real estate.
Investment criteria and spotting opportunities.
Long-term growth expectations and investment patience.

[00:15:00 - 00:18:00] Operational Excellence in Property Management: The ins and outs of managing multifamily units effectively.

Strategies for adding value through operational efficiencies.
The importance of a skilled maintenance and management team.
Leveraging technology and outsourcing for efficiency.

[00:18:00 - 00:22:00] Building a Sustainable Real Estate Business: Andrew discusses the importance of team building, community impact, and future goals.

The role of a strong team in scaling a real estate business.
Impact on the community and ethical investing.
Future aspirations and advice for upcoming investors.

Quotes:

“I believe the real estate market has evolved significantly. The protective measures now in place have created a buffer, making the market more resilient and investors considerably safer than before." - Andrew Hinton

Connect with Andrew:

Website: https://glcapital.io/

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Have you ever wondered what it truly takes to transition from dreaming about real estate investment to actually building a thriving empire in this competitive field?

In this episode, we delve into the fascinating journey of Jon Potts, a young and ambitious real estate entrepreneur based in Pittsburgh, Pennsylvania. Starting with a dream inspired by house-flipping TV shows, John and his wife took the daring leap from secure jobs to the unpredictable world of real estate. Through their story, we explore the challenges and triumphs of starting from scratch, the shift from flipping houses to multifamily investments, and the mindset required to overcome fears and build a successful career in real estate. Jon's insights offer invaluable lessons on patience, investment, and the power of positive thinking.

[00:00:00 - 00:04:00] The Leap of Faith: From Dreaming to Doing

The importance of taking risks and investing in your dreams.
Navigating the early challenges of starting a real estate business.
The power of partnership and shared vision in overcoming financial hurdles.

[00:04:00 - 00:08:00] Building Block by Block: The First Flip and Beyond

The reality versus expectations of flipping houses.
Learning from the first sale and the importance of persistence.
The strategy of using hard money and the transition to multiple properties.

[00:08:00 - 00:12:00] Scaling Up: From Single-Family Homes to Multifamily Investments

The decision to shift focus for more consistent income.
The value of education and networking in real estate investment.
The journey to acquiring an 84-unit building and the complexities involved.

[00:12:00 - 00:16:00] Mindset Mastery: Overcoming Fears and Embracing Growth

The critical role of mindset in transitioning to entrepreneurship.
Strategies for positive thinking and conditioning your mind for success.
The impact of gratitude and positive environments on personal and professional growth.

[00:16:00 - 00:20:00] Looking Ahead: Building for the Future

The importance of patience and long-term vision in real estate investment.
Building passive income streams for future security.
Planning for generational wealth and the importance of starting today.

Quotes:

"Mindset for me is big, you have to have that motivation and drive." - Jon Potts

Connect with Jon:

Website: www.movementcapitalgroup.com

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How can retraining our brains and managing distractions lead to profound improvements in productivity and personal development?

In this enlightening episode we welcome back Justin Moy, a skilled sales professional turned real estate investor, for an in-depth conversation about personal development and efficiency. Justin shares his journey of self-improvement, emphasizing the transformative power of mindset in achieving both financial and life goals. He highlights the impact of a particular book, 'Limitless' by Jim Quick, on his approach to personal and professional efficiency, discussing how understanding and training the brain can lead to remarkable changes in daily productivity.

(00:01:00 - 00:03:00) The Journey to Efficiency

Discovering the book 'Limitless' was a pivotal moment in Justin's personal development journey.
The importance of selecting resources that resonate personally for self-improvement.
How early exposure to personal development can influence career and life choices.

(00:03:00 - 00:05:00) Training the Brain for Productivity

Understanding the brain's craving for stimulation and learning to control it.
The value of deep work and focusing on single tasks for efficiency.
Techniques to reduce daily working hours while maintaining productivity.

(00:05:00 - 00:07:00) The Impact of Technology on Focus

The role of technology in creating distractions and reducing efficiency.
Strategies for minimizing technological interruptions.
The importance of creating a quiet mental space for focused work.

(00:07:00 - 00:09:00) Practical Steps to Enhanced Focus

Implementing notification management and email discipline.
The benefits of time blocking and task batching.
Overcoming anxiety linked to constant digital connectivity.

(00:09:00 - 00:10:00) Balancing Work and Breaks

The significance of taking meaningful breaks to rejuvenate.
Personal anecdotes on effective break activities.
How rest periods contribute to overall productivity and mental health.

Quotes:

"You don't realize how inefficiently you work... because of certain things like technology and notifications." - Justin Moy

"Training your brain to ignore certain stimulus is crucial for getting into deep states of work." - Justin Moy

Connect with Justin Moy:

LinkedIn: https://www.linkedin.com/in/the-presidents-club-investor/

Website: Retirewithin10bundle.com

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Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

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Have you ever wondered how the relentless pursuit of professional success can transform not just your career but your entire life's trajectory?

In this engaging episode, our host Suja converses with Justin Moy, a seasoned expert in commercial real estate syndication. Justin shares his journey from a humble beginning in retail jobs to becoming a dominant figure in the real estate industry. His story is a blend of resilience, strategic investment, and a deep understanding of the sales and real estate domains. Justin also delves into his philosophy of building a work-optional life, emphasizing the importance of creating passive income streams for long-term financial freedom.

At the age of 18, Justin Moy found himself engaged in the challenging world of real estate sales in the highly competitive Bay Area of Carolina, recognized then as the third most competitive market. For six relentless months, Justin dedicated himself to cold calling owners, a task that proved to be arduous, with not a single success in sight. Confronted by this string of disappointments, Justin reached a pivotal moment where he decided to quit his sales job, planning to leave the real estate industry for good. However, as fate would have it, just as he was on the brink of walking away, one more lead surfaced on his dashboard. With a sense of finality, Justin decided to give it "ONE LAST CALL" before completely abandoning the industry. Astonishingly, this last-ditch effort turned into his first listing and purchase, a breakthrough that not only redefined his career trajectory but also earned him a substantial commission of $60,000, marking the beginning of his remarkable journey in real estate.

[00:00:00 - 00:06:00] The Early Years: Retail Struggles to Real Estate Insights

The importance of exploring career options from an early age.
How early career choices can shape future success.
The value of internships in gaining industry insight

[00:06:00 - 00:12:00] Breaking into Real Estate: Hardships and Breakthroughs

Overcoming challenges through perseverance in sales.
The pivotal role of a single successful deal in boosting confidence.
The impact of persistence and resilience in achieving breakthroughs.

[00:12:00 - 00:24:00] The Journey Towards Financial Abundance

Shifting focus from short-term gains to long-term wealth creation.
The significance of investing in real estate for passive income.
Understanding the balance between cash flow and equity growth.

[00:24:00 - 00:30:00] A Roadmap for Sales Professionals

The feasibility of the 'Retire Within 10' plan for high earners.
Balancing risk and returns in real estate investments.
Practical steps for building a diversified investment portfolio.

Quotes:

"I always thought it would be so cool to own apartments and own strip centers." - Justin Moy

"The universe makes you pay for what you want." - Justin Moy

Connect with Justin Moy:

LinkedIn: https://www.linkedin.com/in/the-presidents-club-investor/

Website: Retirewithin10bundle.com

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

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Can the challenges and obstacles we face in our investing journey actually be the hidden keys to achieving our greatest potential?

In this enlightening section of "Mindset Shorts," we delve deep into the world of investing with Tim Little, a military vet turned multifamily syndicator. Together, we explore the crucial role of mindset in overcoming challenges on the path to financial and personal success. Tim shares his insightful experiences and strategies for transforming obstacles into stepping stones for growth. Whether you're a seasoned investor or just starting out, this episode is a masterclass in resilience, learning, and growth.

Tim Little is the founder and CEO of ZANA Investments, a Tampa based real estate investment firm named after his two daughters, Zara and Lana. He's passionate about helping fellow military veterans escape the "landlord trap" and get competitive returns by providing opportunities to passively invest in apartment buildings. Tim started investing in real estate with a duplex in 2014 and has grown to a portfolio of 693 co-owned units valued at over $90 million. Practicing what he preaches, he also passively invests.

(00:00 - 02:00) The First Step to Success

The importance of taking action despite challenges.
Viewing problems as opportunities for learning.
How initial setbacks can lead to better preparedness for future challenges.

(02:01 - 04:00) Overcoming Obstacles on the Growth Path

The necessity of facing challenges to progress in life.
Building resilience through difficult experiences.
The value of learning from mistakes and adapting strategies.

(04:01 - 06:00) Evolving Challenges at Different Stages

How challenges change as one progresses in their investing journey.
The importance of managing different aspects of investment as one grows.
Developing skills to handle larger and more complex problems.

(06:01 - 08:00) Facing Financial Headwinds

Strategies for dealing with financial challenges in investments.
The importance of transparency and communication with investors.
Learning to adapt to changing financial climates.

(08:01 - 10:00) The Learning Journey in Investing

Embracing challenges as learning opportunities.
The role of thorough research and understanding risks.
The significance of asking the right questions to sponsors and partners.

Quotes:

"The path of least resistance is to do nothing, but the first step to anything is taking action." - Tim Little

"Each challenge makes us better prepared to face future challenges." - Tim Little

Connect with Tim:

LinkedIn - https://www.linkedin.com/in/timklittle/

Website: https://www.zanainvestments.com/

Instagram: https://www.instagram.com/tim_at_zana/

Podcast: Journey to Multifamily Millions

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Can reading 62 audiobooks in a year transform your mindset and revolutionize your approach to personal and professional development?

In this fascinating episode, David Doss, a crypto expert, joins us to discuss the power of mindset in achieving life goals. David shares his incredible journey of reading 62 audiobooks in a single year, delving into the impact of this challenge on his life and the insights he gained. From balancing different genres to the art of re-reading and integrating knowledge, David offers a unique perspective on personal growth, education, and the emotional versus logical aspects of learning.

With a 15+ year track record as a marketing, growth, and investing professional, David has led teams of 10+ and managed 7+ figure budgets, working across technology, media, financial services, real estate, and cryptocurrency to expand monetization opportunities. He holds an MBA with a focus on marketing, strategy, and innovation, and has worked with a wide array of organizations – including established enterprises (such as Citibank and Saks 5th Avenue), as well as key players in the blockchain space (such as Gemini, Energi, and Jibrel). Continuing to build on his 6+ year track record in the blockchain space, David currently manages CKC.fund – a boutique offshore crypto investment fund and growth consultancy studio – and is on the board of directors for ChainBLX.io – a launchpad platform for offshore alternative asset funds.

[00:00:00 - 00:05:00] The Power of Reading: A Year of Audiobooks

Embracing continuous learning through audiobooks.
The influence of reading habits on personal and professional growth.
Strategies for selecting and consuming a large volume of books.

[00:05:01 - 00:08:00] Integrating Knowledge: More than Just Listening

Balancing audiobooks with other forms of media.
The importance of retention and integration of knowledge.
Utilizing technology to enhance reading experiences.

[00:08:01 - 00:10:00] Emotional vs. Logical Learning

Differences between reading and listening to books.
The impact of emotional processing on memory and learning.
Techniques for effective re-reading and comprehension.

[00:10:01 - 00:12:00] Personalizing Your Reading Journey

Adapting reading habits to individual needs and circumstances.
The significance of repetition and in-depth understanding.
Using tools like Blinkist to preview and select content.

[00:12:01 - 00:15:00] Beyond Books: Lifelong Learning and Growth

The broader implications of a reading habit on life and career.
Tips for fitting reading into a busy lifestyle.
The future of reading technologies and their potential.

Quotes

"The average Fortune 500 C-level executive reads approximately 60 or more books a year. I thought to myself I can do that." - David Doss

"Reading a book visually tends to hit more of the logical centers in your brain, and listening to it tends to hit more of the emotional centers." - David Doss

Connect with David:

Website: https://ckc.fund/index.html

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Or send me an email at sujata@luxe-cap.com

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Can escaping the 'landlord trap' and investing passively in apartments truly transform the financial trajectory for military veterans?

In this enlightening episode Tim Little, CEO of Zanna Investments, shares his journey from military service to becoming a savvy real estate investor. The episode delves into the challenges and triumphs of transitioning from active military duty to navigating the complex world of real estate, particularly focusing on multifamily investments. Tim's insights offer valuable lessons on overcoming investment hurdles, understanding the market dynamics, and leveraging military experiences in the real estate domain.

[00:00:00 - 00:07:00] Military Path to Real Estate Mastery

Transitioning from military to civilian life can open new avenues in real estate.
Real estate investment offers a practical approach to financial independence post-military.
Initial challenges in real estate are learning opportunities for long-term success.

[00:07:00 - 00:14:00] Navigating the Landlord Trap

Many military veterans inadvertently fall into the landlord trap by renting out previous residences.
Passive investing in real estate can offer a more lucrative and less burdensome alternative to traditional landlord roles.
Strategic investment choices are key to avoiding common pitfalls in property management.

[00:14:00 - 00:19:00] The Power of Syndication in Real Estate:

Syndication provides a platform for veterans to invest without direct management hassles.
Educating military veterans about syndication can unlock new investment opportunities.
Diversification through syndication can lead to more balanced and resilient investment portfolios.

[00:19:00 - 00:24:00] Current Market Trends and Adaptation Strategies:

Understanding and adapting to market changes is crucial for real estate investment success.
Navigating interest rate fluctuations and their impact on property values is a key skill for investors.
Proactive management and strategic refinancing can mitigate risks in a volatile market.

[00:24:00 - 00:29:00] Future Outlook and Investment Strategies

Long-term planning and underwriting are essential for weathering market uncertainties.
Diversification and not timing the market are prudent approaches to real estate investment.

[00:24:00 - 00:29:00] Future Outlook and Investment Strategies

Long-term planning and underwriting are essential for weathering market uncertainties. Diversification and not timing the market are prudent approaches to real estate investment.
Continuous education and staying informed are crucial for successful real estate investing.

Quotes:

"Faced with a mountain of student debt, I made a firm decision: it wouldn't just be about paying off loans or investing. I was set on doing both, simultaneously." - Tim Little.

"Many fall into the landlord trap, believing they're making sound financial moves. Yet, they're often unaware of how to escape the burdens of property management while still reaping the benefits of real estate." - Tim Little.

Connect with Tim:

LinkedIn - https://www.linkedin.com/in/timklittle/

Website: https://www.zanainvestments.com/

Instagram: https://www.instagram.com/tim_at_zana/

Podcast: Journey to Multifamily Millions

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Or send me an email at sujata@luxe-cap.com

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How can the intertwining of real estate and digital assets like cryptocurrency reshape our approach to investment and wealth management?

In this insightful episode, Suja engages with David Doss, a seasoned real estate investor and expert in blockchain and cryptocurrency. David delves into the dynamic interplay between traditional investment avenues like real estate and emerging digital assets. He offers a nuanced perspective on portfolio diversification, the evolving landscape of asset classes, and the impact of technology on investment strategies. Let's dive in!

[00:01 - 07:52] Introduction to David Doss and His Journey

David’s background and his interest in market interactions and alternative assets
Real estate and crypto differ in tangibility and market movement speed
Diversification across various asset classes is crucial for risk management

[07:53 - 14:54] Investment Portfolio Allocation and Modern Portfolio Theory

Portfolio allocation in crypto should be based on individual scenarios and risk tolerance
Modern Portfolio Theory helps in maximizing expected returns for a given level of risk
Diversification across traditional and alternative assets, including crypto, is increasingly favored

[14:55 - 20:40] Navigating the Diverse Landscape of Cryptocurrencies

The crypto market is vast, with over 23,000 different cryptocurrencies
Diversification within the crypto asset class is as crucial as in other investment classes
Analyzing market capitalization, volume, and use cases can guide cryptocurrency investment choices

[20:41 - 27:02] Decentralization, Blockchain, and Environmental Concerns

Decentralization extends beyond cryptocurrencies to broader blockchain applications
Blockchain technology has potential in various sectors, including real estate
Environmental concerns regarding crypto mining are complex but evolving towards more sustainable solutions

Quotes:

"Understanding the unique characteristics of each asset class can inform better investment decisions." - David Doss

"Diversification is not just about spreading risk, it's about seizing opportunity in various markets." - David Doss

"Blockchain is much more than cryptocurrencies; it's a foundation for future technological revolutions." - David Doss

Connect with David:

Website: https://ckc.fund/media-kit.html

LinkedIn: David Doss

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How can the discipline and mindset developed through rigorous activities like Ironman triathlons transform your approach to business and personal life?

In this episode, Andrew Keel, a Mobile Home Park investor and an avid Ironman triathlete, shares his journey of participating in over ten Ironman triathlons and how this experience has profoundly impacted his business acumen, family life, and overall mindset. From the meticulous planning and preparation required for these endurance events to instilling the belief that 'anything is possible' in his children, Andrew’s story is a testament to the power of resilience and strategic thinking.

[00:01 - 04:46] Ironman as a Metaphor for Life

The importance of planning and preparation in both triathlons and business
Building self-belief and confidence through challenging pursuits
The impact of setting a positive example for children regarding mindset and possibilities

[04:47 - 07:04] Juggling Family, Business, and Training

The necessity of early morning routines for balancing responsibilities
Efficient time management to accommodate family, business, and personal goals
The misconception about the intensity and duration of Ironman training.

[07:05 - 09:50] Closing Segment

Confronting and overcoming limiting beliefs
The significance of incremental progress in achieving large goals
The value of mentorship and coaching in personal and professional development

Quotes:

"Anything is possible. If I really focus on it and give it my all" - Andrew Keel

"You know, okay, you want to own 100 mobile home parks someday. Okay. Well, how do you get there? Well, you do it one at a time." - Andrew Keel

Connect with Andrew:

Website: https://keelteam.com/

LinkedIn: Andrew Keel

Instagram: @keelteam

Podcast: Passive Mobile Home Park Investing

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Can innovative real estate strategies transform the landscape of affordable housing?

In this enlightening episode. Suja welcomes Andrew Keel, CEO of Keel Team Real Estate Investments, to explore the intriguing world of mobile home park investing. Andrew shares his journey from starting with residential real estate to building a $100 million portfolio in mobile home parks. The discussion delves into strategies for value addition, managing properties across states, and the socio-economic impact of mobile home parks. This episode offers a deep dive into the complexities and opportunities within the mobile home park industry. Let's dive in!

[00:01- 07:15] The Genesis of a Mobile Home Park Mogul

Andrew's transition from residential real estate to mobile home park investing
The importance of low barrier of entry in mobile home investing
Insights into the scalability and cash flow benefits of mobile home parks

[07:16- 15:37] Expanding Horizons: Strategies and Scalability

Exploring Andrew's growth strategies and how he scales operations
The significance of direct dealings with park owners
The benefits of professional management in mobile home parks

[15:38- 25:17] Overcoming Challenges: Regulation and Market Dynamics

Discussion on regulatory hurdles and adapting to changing market conditions
Navigating through interest rate fluctuations
The importance of tenant relations in park management

[25:18- 30:35] The Future of Affordable Housing and Investment Potential

Exploring the role of mobile home parks in affordable housing and investment appeal
Mobile home parks as a solution for affordable housing crisis
Environmental and societal benefits of mobile home park investments

[30:36- 34:37] Closing Segment

Andrew's vision for the future and advice for aspiring investors
Long-term vision in mobile home park investing
The impact of community building and social responsibility

Quotes:

"It's about creating a win-win for tenants and investors." - Andrew Keel

"Mobile home parks could be the key to solving the affordable housing crisis." - Andrew Keel

Connect with Andrew:

Website: https://keelteam.com/

LinkedIn: Andrew Keel

Instagram: @keelteam

Podcast: Passive Mobile Home Park Investing

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How can embracing the three core tenets of leadership transform not just our professional lives but also the way we approach personal growth and success?

In this episode, Donato Callahan, a dynamic young leader and entrepreneur, shares his insights on leadership and its pivotal role in both personal and professional spheres. Donato, with his experience in real estate and software, discusses the importance of responsibility, credit-sharing, and self-removal in leadership. His perspectives provide invaluable lessons for anyone looking to foster a culture of trust, innovation, and growth within their teams.

[00:01 - 03:51] The Essence of Leadership

Leadership is a practiced skill, not an inherent trait
A leader cultivates an environment for growth and innovation
Effective leadership involves constant learning and adapting

[03:52 - 06:09] Three Tenets of Effective Leadership

Leaders must take responsibility for their team's actions
Giving credit is crucial in acknowledging team efforts
Leaders should remove themselves from equations to empower others

[06:10 - 09:10] Taking Responsibility: A Leader's Burden

Balancing responsibility without overburdening oneself
Responsibility fosters trust and reliability within teams
Leaders must be accountable for both successes and failures

[09:11 -13:47] Closing Segment

Credit-sharing boosts team morale and motivation
Acknowledgment of efforts leads to a loyal and dedicated team
A true leader’s success is reflected in their team’s independence

Quotes:

"Leadership is a muscle you build, and you're doing it every single day and you're doing it to promote a culture and environment that creates the amazing ecosystem where growth, ideas, and innovation happen." - Donato Callahan

"Leaders take responsibility, give credit, and remove themselves from the equation." - Donato Callahan

Connect with Donato:

Instagram: @Donato_Callahan

Twitter: @DonatoCallahanRE

Email: donato@brightinvestor.com

WANT TO LEARN MORE?

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Or send me an email at sujata@luxe-cap.com

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How can the principles of stoicism and the lessons from life's obstacles shape our approach to investing and personal growth?

In this episode, Suja welcomes guest Travis Baucom to explore the intersection of mindset, stoicism, and investment strategies. Travis shares his personal journey, deeply influenced by Ryan Holiday's books and stoic philosophy, particularly after a traumatic event in his life. The conversation sheds light on how overcoming life's obstacles and embracing stoicism can lead to a more balanced and fulfilling life and career.

This episode is a compelling listen for those seeking to align their professional ambitions with personal well-being and philosophical insights.

[00:01 - 04:13] The Power of Mindset in Investing

The crucial role of mindset in achieving investing goals
The impact of personal reading on investment strategies
Influence of Ryan Holiday's books on Travis's life philosophy

[04:14 - 08:36] Stoicism as a Life Operating System

Personal trauma as a catalyst for philosophical growth
Stoicism's impact on decision-making and opinions
Embracing challenges as opportunities for growth

[08:37 - 2:45] Closing Segment

The importance of eliminating ego for true self-discovery
Balancing life's pursuits with enjoying the present
The transient nature of life and the pursuit of meaningful impacts

Key Quotes:

"The joy really is in the journey." - Travis Baucom

"Eliminating your ego puts you in a place where your truest self can come out." - Travis Baucom

Connect with Travis:

Website: www.investinstoragedeals.com

LinkedIn: Travis Baucom

Instagram: @travis_baucom

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Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

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Have you ever wondered how the principles of truth and transparency can dramatically transform your approach to investing and life decisions?

In this episode, Suja engages with Artem Milinchuk from Farm Together in a profound discussion about the intersection of mindset, investing, and the powerful influence of Ray Dalio's book, "Principles". Artem shares how the book's insights have shaped his investment strategies and decision-making processes, both in business and personal life. The conversation delves into the practical applications of these principles in the realm of farmland investing, highlighting the importance of thoughtful disagreement, believability, and the philosophical approach to the uncertainties of life and business.

[00:01 - 02:12]The Impact of Mindset in Investing

The critical role of mindset in aligning financial decisions with life goals
Understanding the interconnectedness of personal and financial growth
How Ray Dalio’s book influenced Artem’s investment perspective

[02:13 - 06:33] Applying Principles in Investment Strategies

The role of thoughtful disagreement in enhancing investment outcomes
The concept of believability and its application in business
Bridging traditional practices with modern financial markets

[06:34 - 09:51] Closing Segment

Finding calmness in accepting life's uncertainties
Viewing challenges from a philosophical perspective
The future of farmland and alternative farming methods

Key Quotes:

"Truth cannot hurt you because truth already exists. So there's no downside from knowing what it is." - Artem Milinchuk

"Having a dispassionate mind is really important in the investment world where thoughtful disagreement leads to better investment outcomes." - Artem Milinchuk

Connect with Artem:

Website: https://farmtogether.com/

LinkedIn: Farm Together

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Or send me an email at sujata@luxe-cap.com

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How can embracing a holistic approach to financial planning transform not just your wealth, but also your life's trajectory and family dynamics?

In this enlightening episode, Debra Schatzki, a distinguished figure in the financial services industry and the founder of BPP Wealth Solutions, shares her unique journey, beginning with her mother's inspirational career in financial planning to her own evolution in the industry. She delves into the philosophy of BPP Wealth Solutions, emphasizing a comprehensive approach to building, protecting, and preserving wealth. Debra's insights reveal the profound impact of financial planning on family dynamics and individual empowerment, offering valuable lessons on navigating the complex world of finance with wisdom and foresight.

Debra’s is an independent advocate for her clients, and her work is integral to ensuring all BPP clients receive the planning and advisory services they need to grow their futures.

[00:01 - 08:24] The Journey to Financial Expertise: A Family Legacy

Debra's entry into the financial world was influenced by her mother's career and achievements
The importance of early financial education and exposure
The unique challenges and rewards of working within a family business

[08:25 - 16:18] Building a Holistic Financial Firm: The BPP Wealth Model

The creation of BPP Wealth stems from Debra's desire to offer comprehensive financial solutions
Emphasis on understanding client cash flow and creating tailored financial plans
The role of financial planning in building, protecting, and preserving wealth.

[16:19 - 23:55] Navigating Family Dynamics in Wealth Management

The complexities of managing finances across generations
Strategies for engaging younger family members in financial planning
The importance of aligning financial plans with family values and goals.

[23:56 - 29:00] Investment Strategies and Portfolio Diversification

Debra's approach to investment management and the importance of diversification
The impact of market trends on investment choices
Educating clients about different investment options and their implications.

[29:01 - 32:49] Closing Segment

The critical role of regular financial reviews and plan adjustments
Debra's insights on the future of financial planning and wealth management
The significance of Debra's book, "Chaos to Joy," in understanding client transformations

Connect with Debra:

LinkedIn: Debra Schatzki

Facebook: BPP Wealth Solutions

Key Quotes:

"It's not just about building a plan to get by; it's about building a plan based on what you could have." - Debra Schatzki

"Real wealth gets made through diversification and making changes as you move on." - Debra Schatzki

"There's so many ways to look at your life to make sure that you're being tax savvy." - Debra Schatzki

"The only way I think that you can really help somebody with their investments is understanding how much they're going to need." - Debra Schatzki

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

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Have you ever wondered how a young professional can pivot from a conventional career path to managing a multi-million dollar real estate portfolio? What drives such a dramatic shift in professional trajectory?

In this episode, we delve into the remarkable journey of Donato Callahan, a former geospatial analyst for the Department of Defense, who at the age of 24, has transitioned into a full-time real estate entrepreneur. Donato shares his insightful experiences and strategic approaches that have propelled him from a traditional job to operating over 400 multifamily units. His story is a powerful testament to the influence of mindset, risk-taking, and strategic planning in carving out a successful path in real estate investment. Let's dive in!

[00:01 - 04:00] Early Aspirations and Unexpected Paths

Donato discusses his initial academic and career goals
The importance of adaptability in career paths
The role of academic achievements in shaping future opportunities
Embracing unexpected opportunities for growth

[04:01 - 10:25] The Shift to Real Estate

Insights into Donato's decision to transition to real estate
Identifying real estate as a control mechanism for wealth
The appeal of real estate over other investment strategies
Leveraging real estate for financial independence

[10:26 - 15:45] Learning from Life Experiences

Donato reflects on how his upbringing influenced his financial perspectives
The impact of childhood experiences on financial literacy
The correlation between income and quality of life
Early recognition of the importance of income stability

[15:46 - 20:00] College Years and Early Career

Exploring Donato's college experiences and early career decisions
College as a strategic tool rather than an experience
The impact of scholarships and internships on a career trajectory

[20:01- 26:37] Building a Real Estate Portfolio

Navigating early career choices with a long-term vision
Strategies and experiences in building a significant real estate portfolio
The importance of strategic partnerships in real estate

[26:38- 30:37] Closing Segment

Balancing risk and reward in property investments
The transformative power of real estate on personal and financial growth

Quotes:

"College is not an experience. It's a tool." - Donato Callahan

"Real estate offered the most control over my own destiny with the most variables in terms of strategies that allowed me to leverage different things like other people's cash and other people's experiences." - Donato Callahan

"I have the absolute pleasure and utmost responsibility of being in control of my own life that no one else is going to be able to live for me at the end of the day." - Donato Callahan

Connect with Donato:

Instagram: @Donato_Callahan

Twitter: @DonatoCallahanRE

Email: donato@brightinvestor.com

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

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How can self-storage provide better returns and fewer headaches than other real estate investments?

Travis Baucom, a real estate investor and self-storage operator, shares how he transitioned out of single-family rentals into self-storage after struggles with high maintenance costs and low returns. He explains why self-storage is attractive, from low overhead to expansion potential, and his strategy for buying existing facilities and optimizing operations.

Travis Baucom is the founder and CEO of Balcomie Capital, a boutique firm for high-net-worth and high-income individuals. With over 10 years of experience in real estate investing, Travis has consistently achieved average above-market returns. He selects all key investment markets and asset classes for BC to meet the goals of his investors. As CEO, he leads the company's overall investment strategy, asset acquisitions, and business development activities with its mission to deliver fully managed private investments that allow investors to pursue what matters most to them.

[00:00 - 03:00] Getting Started in Real Estate and Pivoting to Self Storage

Travis started with over 400 single-family rentals but maintenance headaches and low returns led him to sell and switch to self-storage.
The low maintenance for the metal and concrete facilities compared to tenant damage in houses.
Strong cash-on-cash returns compared to multifamily and other assets.

[07:00 - 10:00] Self Storage Investment Strategy

Why Travis focuses on buying existing Class B/C facilities from mom-and-pop owners more focused on occupancy than revenue?
Transitioning those facilities to remote management and optimizing rents based on local market rates.

[10:00 - 15:00] Facility Location and Expansion Plans

Why Travis likes facilities in decent-sized metro areas with population growth.
Expanding his Oklahoma City facility, a long-term asset. Also expanding other Texas facilities.

Investor Reception and Self Storage Pitfalls [15:00 - 20:00]

Investors in his deals are happy with the hands-off aspect and distributions.
The main pitfall is overdevelopment, exiting a property where a competitor added too much supply.

Key Quotes:

"I honestly believe people cause chaos, by eliminating those things that we can't control, which you can't control chaos for the most part, we end up being able to project our yield a lot better" - Travis Baucom

"Storage has a 40-year track record of having a very low default rate. We've gone through three recessions and the default rate never got above 1.6 percent in all three of those." - Travis Baucom

Connect with Travis:

Website: www.investinstoragedeals.com

Instagram

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Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

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Does farmland investing offer compelling opportunities for diversification and stable returns in today's turbulent economic climate?

As economic uncertainty rises, farmland is emerging as an increasingly attractive asset class for investors seeking diversification, inflation hedging, and steady cash flow. Artem Milinchuk, founder of FarmTogether, shares how farmland can deliver attractive risk-adjusted returns through land appreciation and farming operations. Gain insight into smart evaluation criteria, upside opportunities like water rights, and how sustainability principles can enhance value.

Artem has over 14 years of finance experience in food, agriculture, and farmland. He holds an MBA from The Wharton School. Before founding FarmTogether, Artem was CFO at Full Harvest Technologies, a fast-growing B2B platform for buying and selling produce. He previously worked at Ontario Teachers' Pension Plan, E&Y, and PwC.

(00:01 - 03:20) Origins of FarmTogether

Farmland is a vital asset class that was previously unknown and inaccessible
Artem aimed to improve farmland access and direct capital to American farmers
Previous experience showed massive potential to revolutionize agriculture

(03:21 - 09:10) Core Benefits of Farmland Investing

Inflation hedge: Farmland values are resilient across cycles
Cashflow: Rent and harvest profits provide steady payouts
Diversification: Returns uncorrelated to stocks and bonds

(09:11 - 15:05) Smart Evaluation Criteria Takeaways:

A rigorous 100-point checklist assesses each investment
Key factors: partnerships, price, soil quality, water access
Stable cashflow via strong farmers is critical

(15:06 - 20:35) How FarmTogether Operate

Leverages tech platform to source and analyze deals
Manages farms via experienced asset managers
Custom solutions available for larger investors

(20:36 - 28:35) Driven by Sustainability Mission:

Signatory to leading sustainability standards
Asset managers enhance ecological practices
Innovation raises productivity and lowers inputs

Quotes:

"We view farmland as sitting between real estate, timber, and infrastructure - gold with a coupon."- Artem Milinchuk

"Farming is definitely not for the weak of heart. As we say, it’s not an easy career but I'll say there are misconceptions about farmers and farming in the United States."- Artem Milinchuk

Connect with Artem:

Website: https://farmtogether.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

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How can embracing a resilient mindset and a 'never quit' attitude turn initial failures into long-term success?

In this episode, Jordan Berry shares his unique and inspiring journey in the laundromat industry. Despite facing early setbacks and financial challenges, Jordan's unyielding perseverance and strategic mindset enabled him to transform his fortunes. The conversation delves into the importance of maintaining a positive self-image, the power of cutting out negativity, and the relentless pursuit of success. Jordan's story is a testament to the idea that with the right mindset, even the most daunting challenges can be overcome. His insights provide valuable lessons not just for laundromat business owners, but for anyone facing obstacles in their professional journey.

[00:01 - 03:15] Early Challenges in the Laundromat Business

Jordan's initial struggles in the laundromat business
The impact of financial difficulties on personal and family life
The temptation to quit during tough times and the reasons he persisted

[03:16 - 06:04] Overcoming Adversity Through Positive Self-Image

The role of a positive self-image in overcoming challenges
Jordan's refusal to accept failure and his commitment to success
The power of a strong self-identity in navigating business difficulties

[06:05 - 10:24] Closing Segment

Jordan's approach to self-improvement and learning through books and podcasts
The impact of a positive environment on overcoming business hurdles
Jordan's growth and learning curve in the laundromat business

Connect with Jordan:

Website: https://www.laundromatresource.com/

LinkedIn: Jordan Berry

Instagram: @laundromatresource

Course: https://www.laundromatresource.com/laundromat-analysis-course/

Key Quotes:

"If you don't quit, you don't fail." - Jordan Berry

"Having a positive picture of yourself and who you are can be so powerful." - Jordan Berry

"If you can have a positive image of yourself and then live up to that image, you can overcome huge obstacles that you never thought you could overcome before." - Jordan Berry

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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How can embracing a holistic approach to financial planning transform not just your wealth, but also your life's trajectory and family dynamics?

Debra’s is an independent advocate for her clients, and her work is integral to ensuring all BPP clients receive the planning and advisory services they need to grow their futures.

[00:01 - 08:24] The Journey to Financial Expertise: A Family Legacy

Debra's entry into the financial world was influenced by her mother's career and achievements
The importance of early financial education and exposure
The unique challenges and rewards of working within a family business

[08:25 - 16:18] Building a Holistic Financial Firm: The BPP Wealth Model

The creation of BPP Wealth stems from Debra's desire to offer comprehensive financial solutions
Emphasis on understanding client cash flow and creating tailored financial plans
The role of financial planning in building, protecting, and preserving wealth.

[16:19 - 23:55] Navigating Family Dynamics in Wealth Management

The complexities of managing finances across generations
Strategies for engaging younger family members in financial planning
The importance of aligning financial plans with family values and goals.

[23:56 - 29:00] Investment Strategies and Portfolio Diversification

Debra's approach to investment management and the importance of diversification
The impact of market trends on investment choices
Educating clients about different investment options and their implications.

[29:01 - 32:49] Closing Segment

The critical role of regular financial reviews and plan adjustments
Debra's insights on the future of financial planning and wealth management
The significance of Debra's book, "Chaos to Joy," in understanding client transformations

Connect with Debra:

LinkedIn: Debra Schatzki

Facebook: BPP Wealth Solutions

Key Quotes:

"It's not just about building a plan to get by; it's about building a plan based on what you could have." - Debra Schatzki

"Real wealth gets made through diversification and making changes as you move on." - Debra Schatzki

"There's so many ways to look at your life to make sure that you're being tax savvy." - Debra Schatzki

"The only way I think that you can really help somebody with their investments is understanding how much they're going to need." - Debra Schatzki

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Can the journey from a single rental property to a multi-million dollar real estate investment be simplified, or is it inherently a path filled with complexities and unique challenges?

In this insightful episode, Suja sits down with Lane Kawaoka, a seasoned real estate investor and podcast host. Lane shares his journey from purchasing his first rental property to managing a diverse and substantial investment portfolio. The conversation delves into the intricacies of real estate investment, the impact of current market dynamics, and strategies for scaling investments. Lane's expertise illuminates the path for aspiring investors, offering actionable advice and debunking common misconceptions in the real estate world.

[00:01 - 08:48] Starting Small in Real Estate

Lane's initial foray into real estate with a single rental property
The progression from individual properties to turnkey rentals
The scalability challenges of individual property investments

[08:49 - 15:00] Transition to Syndications and Private Placements

Understanding the risk and reward balance in larger investments
The concept of accredited investing and networking with seasoned investors
Advantages of syndications for scaling investments

[15:01 - 25:00] Insights on Market Dynamics

Lane's perspective on the current real estate market, including interest rates and cap rates
The impact of market dynamics on different real estate sectors
Navigating different real estate sectors amidst market fluctuations

[25:01 - 35:00] Innovative Financial Strategies

Exploring the concept of infinite banking and its role in real estate investment
Comparing traditional and alternative financial strategies
Tailoring financial strategies to individual investor profiles

[35:01 - 38:06] Closing Segment

The importance of diversification and risk management
Lane's strategies for investors at different stages of wealth accumulation
The importance of patience and long-term planning in real estate.

Connect with Lane:

Website: https://simplepassivecashflow.com/

LinkedIn: Lane Kawaoka

YouTube: The Wealth Elevator

Key Quotes:

"You have to start somewhere. It's all about taking that first step into investing and learning from there." - Lane Kawaoka

"Your network is your net worth in real estate investing." - Lane Kawaoka

"When a deal isn't sexy, that's the time when investors go in or the good ones go in." - Lane Kawaoka

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Have you ever wondered how a simple laundromat can transform into a powerhouse of passive income and provide financial freedom? Discover how Jordan Berry did just that, overcoming initial hurdles to build a successful laundromat business.

In this episode, we explore the unconventional journey of Jordan Berry, a former pastor who ventured into the laundromat business. With no prior experience in business or real estate, Jordan faced significant challenges, from misguided investments to managing a business in a gang-dominated area. Yet, through resilience and learning from his mistakes, Jordan turned his fortunes around, emerging as an expert in the laundromat industry. This episode is a deep dive into the realities of entrepreneurship, the importance of due diligence, and the potential of laundromats as lucrative investments.

[00:01 - 05:11] The Unlikely Beginning

Transition from pastor to laundromat owner
Initial missteps and learning curve
The importance of research, risks of relying on brokers, and realities of business transition

[05:12 - 10:29] The First Laundromat: Challenges and Setbacks

Facing financial losses and operational hurdles
Overcoming gang influence
The necessity of due diligence and perseverance in business

[10:30 - 17:11] Expanding the Business: A Second Venture

Acquisition and due diligence of the second laundromat
How to face new challenges
The importance of continuous market analysis and diversifying business approach

[17:12 - 25:08] Insights into the Laundromat Industry

How to evolve business models in the laundromat sector
Attracting a diverse customer base
How to expand services for growth and understand market demands

[25:09 - 31:47] Closing Segment

Jordan's lessons learned from initial failures
The Laundromat Industry's growth and potential

Connect with Jordan:

Website: https://www.laundromatresource.com/

LinkedIn: Jordan Berry

Instagram: @laundromatresource

Course: https://www.laundromatresource.com/laundromat-analysis-course/

Key Quotes:

"If your goal is to leave your nine to five, or your goal is financial freedom, I would probably do real estate second and buy a business like a laundromat first." - Jordan Berry

"The average real estate deal just cannot touch the average laundromat deal when it comes to cash flow." - Jordan Berry

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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How can harnessing the power of your mindset transform your journey from a passive investor to a successful entrepreneur in the real estate domain?

In this insightful episode, we welcome back Corey Peterson, CEO and founder of Kahuna Investments, for a deep dive into the mindset required for success in investing. Corey shares his unique perspective on the mental fortitude and vision needed to make significant strides in the real estate investment arena. From the importance of safeguarding your entrepreneurial dreams to the analogy of surfing to describe the investment journey, this episode is packed with valuable lessons and motivational insights for anyone looking to make an impactful shift in their investing strategies.

[00:01 - 00:03:23] Visionary Beginnings

• Clarity of vision is crucial in starting an investment journey

• Protect your investment ideas from negative influences

• Share your investment dreams with like-minded individuals for constructive feedback

[03:24 - 06:55] The Fortress of Dreams

• Mental resilience is key in protecting and nurturing investment ideas

• Mentorship and entrepreneurial networks are invaluable

• Embrace failures as stepping stones to success

• Personal growth is a journey of transformation

[06:56 - 09:06] Closing Segment

• Investments require initial hard work before yielding results

• The importance of continuously building upon your dreams.

• Everyone possesses untapped potential that can lead to success.

Connect with Corey:

Website: https://kahunainvestments.com/

LinkedIn: Corey Peterson

Instagram: @kahunacashflow

Twitter: @KahunaCashFlow

YouTube: Kahuna Investments

Key Quotes:

"If you believe it, you can achieve it. And your paradise is possible." - Corey Peterson

"You have to tell yourself that you are the best, that you are the one, and that you are worthy of the rewards." - Corey Peterson

"The power of your mind is everything." - Corey Peterson

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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What secrets lie in the journey from selling cars to owning over $250 million in real estate?"

This episode features Corey Peterson, a successful real estate investor and the owner of Kahuna Investments, which oversees over $250 million in real estate nationwide. Corey shares his journey from a used car salesman to a multifamily real estate investor, attributing much of his success to mentors and self-driven education. Despite setbacks like the 2008 financial crisis and challenges in student housing during COVID-19, Corey has thrived by focusing on cash flow and strategic investment. He also discusses his experience as a financial advisor, the value of multifamily investments, and the importance of having control over assets, contrasting it with the limitations of financial advising and stock market dependencies. Let's dive in!

[00:01 - 06:00] The Road to Real Estate Riches

• Corey's evolution from car sales to real estate

Self-education as a catalyst for career change

• The birth of Kahuna Investments

• The value of inspiration and vision in entrepreneurship

[06:01 - 12:25]Financial Advising: A Revealing Journey

• Corey's stint as a financial advisor

The limitations of financial advising

• The emotional impact of market downturns on clients

• The importance of understanding investment control.

[12:26 - 18:38] Multifamily Investments: A Safe Harbor

• Multifamily real estate as a stable investment

• How to navigate economic downturns with multifamily properties

• The resilience of cash flow-focused investments

The importance of cash flow in weathering financial storms

[18:39 - 24:58] Building a Legacy in Real Estate

• The lifestyle transformation through successful investing

Real estate investing for personal and financial freedom

• The impact of real estate on investors and communities

• Using success to enrich personal and others' lives.

[24:59 - 31:33] Closing Segment

• Challenges and rewards of in-house property management

The benefits of an integrated management approach

• Cost-cutting and efficiency in managing properties

Connect with Corey:

Website: https://kahunainvestments.com/

LinkedIn: Corey Peterson

Instagram: @kahunacashflow

Twitter: @KahunaCashFlow

YouTube: Kahuna Investments

Key Quotes:

"If you can buy in cash in today's cash flow and cash flow today, there's a good chance you'll cash flow tomorrow." - Corey Peterson

"During the economic crisis and ups and downs and ebbs and flows, if you cash flow, you still get to keep your property. You don't sell when it doesn't make sense." - Corey Peterson

"I live the best life... I don't even work for money anymore." - Corey Peterson

"It is so important to know who you're investing with and feel really comfortable and confident with them," - Sujata Shyam

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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How can people develop a strong money mindset for lasting financial success?

In this episode, we'll hear from Adam Carroll about an experiment he conducted with his children using real cash in a game of Monopoly. This experience inspired his TED Talk called 'The Abstraction of Money' and allowed his children to learn valuable lessons about money and how it works. Learn more about the 401k plan they set up, goal setting for college-aged kids, liquidity strategies, and alternative investments.

With Adam's insight, you will gain an understanding of income stability, monthly expenses, and different economic cycles. Tune in now for this engaging conversation on how to look at investing and money management!

[00:01 - 06:43] The Money Mindset

• Adam breaks down the concept of money abstraction

An experiment by playing a game of Monopoly with real cash

• How Adam's kids learned valuable lessons about money

How the Shred method changed the way his kids played Monopoly

[06:44 - 13:23] Teaching Kids Financial Responsibility

• How to create an allowance, invest, and build an emergency fund

• Put money in your kid's hands and have them make money decisions from an early age

• The goal of having a massive bank account (MBA) before college

• The difference between available and accessible money.

[13:24 - 20:40] Closing Segment

• Liquidity is a concern for financial advisors when investing in real estate syndications

• With the Shred Method, monthly expenses tend to trend down

• Syndications may be slower in maturing and exiting right now

Connect with Adam:

LinkedIn: Adam Carroll

Instagram: @The.ShredMethod

YouTube: Adam Carroll Speaker

Key Quotes:

"To every season, there is probably an investment." - Adam Carroll

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Do you ever feel stuck in a never-ending work cycle with no financial freedom in sight?

Join us as Pranay Parikh shares "hacks" that have been instrumental in helping him find financial freedom and work less. He stresses how he has avoided decision fatigue and focused on important decisions related to investments. This episode explores the importance of creating a rule and iterating it multiple times while emphasizing the need to take action without procrastinating or being a perfectionist. Tune in now to learn how having clear rules and taking action can help you speed up your journey towards financial freedom!

Dr. Pranay Parikh is a medical doctor, serial entrepreneur, and podcast host. His unconventional journey to medicine helped him learn the skills to excel in entrepreneurship and real estate. Over the past 36 months, he’s bought over $250 million in real estate and helped 100s of others invest in real estate without being a landlord.

[00:01 - 04:52] Pranay's Hacks for Achieving Financial Freedom and Working Less

• Systems are the way to go to achieve goals

• Pranay shares his rules and how they help him focus on important decisions

• How you can maintain your willpower and save time

[04:53 - 09:41] Taking the Fear Out of Decision Making

• How Pranay uses rules to make progress towards his goals

• Trial and error process to decide when to implement a rule

• Give yourself maximum time to think of the best rule possible

• Iterate rules until the desired outcome is achieved

[09:42 - 13:30] Closing Segment

• Perfectionism can be procrastination due to fear

• Stealing from future self by not taking action

Connect with Pranay:

Website:ascentequitygroup.com

Facebook:Pranay Parikh

LinkedIn:Pranay Parikh

Podcast: From MD to Entrepreneur with Dr. Pranay Parikh

Key Quotes:

"You can have goals, but if you build the systems to get you there, you're much more likely to have success." - Pranay Parikh

"The less decisions that I need to make, the more I can really focus on the important decisions." - Pranay Parikh

"The people who say they're perfectionists are actually procrastinating." - Pranay Parikh

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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How do physicians diversify their income streams and ensure access to money for investments?

Today, we delve into Pranay Parikh's journey in medicine and real estate. From graduating from Caribbean medical school to completing residency at USC and investing in real estate, Pranay shares his story of overcoming obstacles to success. He talks about how to achieve success in business and medicine, including the importance of diversifying income streams and access to money for physicians. Pranay shares his unique perspective on how to use one's skills and knowledge to learn new subjects outside of medicine quickly, identify what one wants in life, and create decisions that are aligned with who they are. Let's dive in!

[00:01 - 06:50] Unconventional Path to Medicine Leads Pranay Parikh to Real Estate Success

• How Pranay became a doctor, entrepreneur, and podcast host

• A course to teach others about real estate

• Real estate market doesn't always work your way

• Reputation is more important than money

[06:51 - 13:33] Working Hard to Achieve Success

• In deals, sometimes things go wrong, and you need to be able to pick yourself up and move on

• How a team of 3 full-time people and contractors owns 310 million worth of real estate

• Doctors often live hand to mouth due to high salaries becoming a 'golden handcuff'

• White Coat Investor suggests living like a resident for a few years and working like one in the first year out of residency

[13:34 - 19:29] How to Create a Life of Balance and Abundance

• The tax benefits and access to money through real estate investments

• How to create a stream of income that doesn't make the tax situation worse

• The effective life formula:

Identity, what you want in life, making decisions aligned with values, and diversifying work

[19:30 - 23:12] Closing Segment

• The gold medal syndrome - feeling lost after achieving goals

• Physicians need to focus on having more options for their work hours

Connect with Pranay:

Website:ascentequitygroup.com

Facebook:Pranay Parikh

LinkedIn:Pranay Parikh

Podcast: From MD to Entrepreneur with Dr. Pranay Parikh

Key Quotes:

"It is more important what I do with my money than how much I make." - Pranay Parikh

"The deeper you are in one subject, the more fearful you feel about knowing something else." - Pranay Parikh

"You need to have a way to make decisions that are aligned with who you are and what you want." - Pranay Parikh

"We get super excited, and we want to do something, but we need to make sure the systems that we build are something that we can have consistency over time." - Pranay Parikh

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Are you looking to gain insights on how to overcome fear and become successful in real estate investing? Join Bryan Escudero, a successful real estate investor who went from having zero doors in his portfolio to 181 in the span of one year! He talks about pushing past fear, making decisions with imperfect information, and his strong why for success. Learn how he has used opportunity cost to make smart investments and the importance of finding experienced mentors.

Through hard work, analysis, and an entrepreneurial spirit, Bryan's journey is a great example of what can be achieved when you overcome fear. Tune in now for an inspiring conversation that will give you the tools to succeed!

Bryan Escudero is President and Co-Founder of First Gen Foundations. As he began his real estate journey, Bryan noticed a problem for people like him – first-generation investors who might not have all the foundational knowledge to get in the game. First Gen Foundations was created to bridge that gap and represent the incredible qualities real estate has as an investment vehicle for generational wealth to new investors.

[00:01 - 06:22] Bryan Escudero's Journey From Zero Real Estate to 181 Doors

• How Bryan went from zero real estate to 181 doors in his personal portfolio

• Mindset is key to getting closer to where you want to go

• Decisions have to be made with imperfect information

• Finding a strong why and doing analysis are crucial for pushing past fear and discomfort

[06:23 - 14:15] Learning the Value of Investing for Your Kids

• Reps are vital for getting comfortable with the process of analyzing properties

• The significance of being willing to put in the work and time to learn something

Focus on learning it as best as you can, then give it time

• Understand the opportunity cost of not investing money

[14:16 - 17:05] Closing Segment

• Run sensitivity tests to see what happens if everything goes wrong/right

• Mitigate risks for asset success even when curveballs come down the line

Connect with Bryan:

Website:www.firstgenfoundations.com

LinkedIn: Bryan Escudero

Instagram:@firstgefoundations

Key Quotes:

"My fears can hold me back, or I can let my love of others help me push past that." - Bryan Escudero

"Decisions have to be made with imperfect information. And that's probably one of the things that sets us apart from people that get stuck." - Bryan Escudero

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Why is real estate more than just buying and selling? This podcast episode dives into Bryan Escudero's success story as a first-generation US immigrant. Learn how he used hard work and dedication to create a passive income stream through real estate investing. Hear how Bryan overcame his fear and learned the education he needed to succeed. We also explore the impact of having a secure home and loving family on first-generation immigrants and how they use their disposable income to help others.

Listen to understand why real estate investing is not easy and takes time, effort, and energy!

[00:01 - 07:45] Building a Legacy Through Real Estate with First-Gen Foundations

• How Bryan got into real estate and built a legacy for his family

Providing passive income streams

• Where the name 'First Gen' comes from the fact that they are first-generation investors

How it symbolizes their purpose of helping people navigate the waters of real estate investing

[07:46 - 14:41] How One Family Used Sacrifices to Create a Legacy of Helping Others

• How Bryan's parents laid the foundation of security, love, and a large family

• Real estate as a wealth-building vehicle

• The importance of focusing on helping tenants and property managers

• Educate yourself and partner with someone who has done it before

[14:42 - 21:03] From W2 Employee to 181 Units in Just One Year

• Bryan's inspiring story of massive action in real estate investing

How he gained knowledge of syndications and economies of scale to make a good deal for investors

• Real estate investing takes work

Understanding different laws, dealing with lawyers, corporations, managers, and much more

[21:04 - 24:20] Closing Segment

• General partners focus on asset management and doing what's best for the asset and investor

• Investing in real estate is passive - investors don't have to worry about making decisions

Connect with Bryan:

Website:www.firstgenfoundations.com

LinkedIn: Bryan Escudero

Instagram:@firstgefoundations

Key Quotes:

"The basis of our company is to help others. We help the tenants, we help the property managers, we help the investors, and they help us." - Bryan Escudero

"One thing I feel strongly about is that we, as first-generation individuals with some disposable income, have a duty to help others." - Bryan Escudero

"A lot of people say they want to be real estate investors. They don't, they want to invest in real estate." - Bryan Escudero

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Do you want to learn how to travel and still run a successful business? Join us for an inspiring conversation with Fernando Angelucci, a serial entrepreneur who has traveled the world for the last year while managing a 200-million-dollar self-storage portfolio. He shares his journey of setting up automated systems, allowing him to delegate tasks and achieve location freedom while running a successful business. He dives into how he sets up systems to leverage property management and construction specialists while still finding time to raise capital.

Tune in now to get insights on how to measure the financial health of a business, automate systems, and develop the right mindset to get traction in your venture!

By the age of 30, Fernando Angelucci has built a portfolio of over $200,000,000 in self-storage assets across the country within the last four years. Fernando diversified his investments between purchasing existing cash-flowing assets, building ground-up, class A, REIT-grade facilities, and utilizing adaptive reuse conversions of big box retail stores into premium self-storage.

[00:01 - 05:01] A Journey to Achieving Location Freedom and Investing Success

• How Fernando has been traveling the world for the last year while running a 200 million self-storage portfolio

• How to design a life that meets your goals

• Fernando delegated tasks that he was bad at or didn't like

He used time hourly rage arbitrage to hire people who could do them better than him

[05:02 - 09:39] How Traveling Helps Business Owners Focus on What They Love

• The eventual goal of all businesses is not to do day-to-day activities

• Structure deals with equity, debt, and seller financing

• Why Fernanded delegates tasks that require in-person presence

[09:40 - 13:58] Closing Segment

• Hiring a professional third-party management company for property management

• The importance of working in waves with weekly update meetings with the team

Connect with Fernando:

Website: https://ssse.com/

Facebook: Self Storage Syndicated Equities

Instagram: @thestoragestud

Key Quotes:

"We can design our life to meet the goals that we want." - Fernando Angelucci

"I looked at the things that I was really good at, and I love to do, and then everything else that didn't fall under that I would delegate out." - Fernando Angelucci

"The eventual goal of all businesses is that you don't want to be doing any day-to-day activities because then you just have a job; you don't own a business." - Fernando Angelucci

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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What strategies can you employ to increase the value of your self-storage facilities?

Join us for an in-depth conversation with real estate investor and self-storage asset class expert Fernando Angelucci. We dive into his journey of becoming a business owner and the strategies he uses to increase the value of his properties. Fernando shares the process of buying land for a self-storage facility and the potential risks associated with competitors entering the same market. Don’t miss this episode to learn about one successful investor’s strategies and tips on investing in self-storage!

[00:01 - 08:23] A Self-Storage Expert with a 200 Million Dollar Portfolio

• Fernando is an expert in self-storage and has a portfolio of over 200 million in assets.

How he decided to become a business owner instead of going into the traditional doctor/lawyer/engineer route

• Why Fernando decided to become a full-time self-storage

The lack of control he had over his habitation-based real estate

[08:24 - 15:40] Leveraging Demand and Coming Demand for Self Storage

• Economies of scale and premiums paid for larger transactions

• Selling smaller properties in a portfolio can get higher cap rates

• How to underwrite existing mom-and-pop facilities

[15:41 - 23:50] How to Protect Against Competitors and Maximize Profits

• Protection against competitors by quickly absorbing inventory and increasing rent every 6-8 months

• Wholesaling to other operators to expand their footprint

• A facility should produce at least 50,000 a month in gross revenue

• High traffic counts, dense residential areas, and higher median income areas ideal for storage

[23:51 - 31:27] High Returns, Low Risk, and Recession Resilience

• Self-storage has a high return to recession resilience of 17.4% compared to other asset classes

• Self-storage is an asymmetric asset type with a low-risk and high-return profile

• During the financial crisis, self-storage only dropped 3.8%.

• During the pandemic, only 0.17% of self-storage CMBS loans were delinquent over 30 days

[31:28 - 34:48] Closing Segment

• 2021 was the greatest year on record for self-storage

Rent increases by almost 80%

Connect with Fernando:

Website: https://ssse.com/

Facebook: Self Storage Syndicated Equities

Instagram: @thestoragestud

Key Quotes:

"Anytime I enter a new asset class, the strategy is basically the same. We don't treat our real estate business as a real estate business. We treat it as a marketing company." - Fernando Angelucci

"We run our company like a marketing company. So we have the ability to look at 10 to 25 new opportunities a week and just choose the very best of the best." - Fernando Angelucci

"Once someone is in a self-storage unit, they typically don't leave even when there's rent increases." - Fernando Angelucci

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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How can mentorship change the way you approach challenges in your profession as a capital raiser?

Today, Suja brings back Jonathan Cattani, a capital raiser who overcame imposter syndrome and succeeded by getting a mentor. He talks about the power of having someone to guide you and support you in your journey towards success. Jonathan shares his mindset tips on how to make progress and gain knowledge, as well as how to set up a system of accountability to help with self-discipline.

This conversation highlights the importance of having a strong mindset and being vulnerable to unlock your full potential!

[00:01 - 04:20] Mindset is Key to Success

• Jonathan's experience with imposter syndrome

How getting a mentor made a difference in his growth and success

• Self-reflection is needed to understand one's full potential

• Being vulnerable and admitting lack of knowledge can lead to learning from someone who knows what they're doing

[04:21 - 08:22] The Biggest Shift in Life

• Aligning with a mentor can be life-changing

Accountability coaches help set achievable goals over two-week periods

• Self-discipline is the biggest challenge for entrepreneurs

• Why Jonathan aims to get as many people on the phone as possible

[06:20 - 10:05] Closing Segment

• Entrepreneurs need self-discipline and accountability to make progress

• Small steps are necessary to achieve success

Unlock your potential and achieve your goals

Connect with Jonathan:

Website: Cattani Capital Group

Instagram: @jonnycattani

Podcast: The Cash Flow Chronicles

Key Quotes:

"You can really fast-track yourself by aligning yourself with a mentor." - Jonathan Cattani

"We all have our strengths, and we all have areas where we need support." - Sujata Shyam

"Self-discipline is something that any entrepreneur is going to struggle with on some level. So it's awesome to see you or anybody else putting into play." - Sujata Shyam

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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What are the essential attributes or strategies one must adopt to become wealthy in today's financial climate?

This week on the show, we have Jonathan Cattani, a former stockbroker turned real estate investor and founder of Cattani Capital Group. In this episode, he talks about his journey from stock trading to real estate investing, what it takes to become wealthy, and how investors can take advantage of the changing landscape of private markets in 2023. He explores how younger high-income earners can leverage higher equity multiple investments and stresses the importance of having an open mindset when it comes to creating passive income streams.

Tune in for an informative conversation that has the potential to help you make smarter investment decisions in 2023 and beyond!

[00:01 - 08:35] Jonathan Cattani: From Stock Broker to Real Estate Investor and Beyond

• Jonathan's background in commercial real estate

How his skillset led him to become a capital raiser and start Cattani

• How to build out investor relations and automation for sales

[08:36 - 16:19] Exploring Cashflow Investing in 2023

• Investing in 2023 has become challenging due to unpredictability in the market

• Interest rates are relatively low at 7% compared to 3.5% a few years ago

• How investors are opting for more predictable fixed-income products

• TechVestor - a private fund that invests in short-term rentals across the country

[16:20 - 24:15] A Guide to Investing for High-Income Earners

• It takes time to build up cash flow streams, but it is possible to plan and craft a strategy for wealth appreciation over 5-15 years

• Passive investing works well for high-income earners who are not yet wealthy

• Real estate investments can be more predictable than other revenue-heavy businesses

[24:16 - 30:42] Closing Segment

• A mindset shift is necessary to take on some risk and grow wealth outside of traditional investments

• Writing the first check can be scary, but it is essential to make it a way of life

Connect with Jonathan:

Website: Catttani Capital Group

Instagram: @jonnycattani

Podcast: The Cash Flow Chronicles

Key Quotes:

"Whenever you find a group or someone that's doing what you want, add value however you can." - Jonathan Cattani

"Doing your due diligence and really focusing on who, what, and why you're investing are the most important aspects of real estate." - Jonathan Cattani

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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In this installment of the "Investing Shorts" segment focused on mindset, host Sujata sits down with Kenny Rose, founder of FranShares. They discuss two key mindset shifts that have helped Kenny in business and life: the "left lane theorem" and starting each day with enthusiasm.

With extensive experience across media, franchising, and alternative investing, Kenny Rose has established himself as an authority reaching over 300 million people. After getting licensed and working in traditional finance, Kenny shifted to franchise brokerage. He guided entrepreneurs through choosing from 600+ brands in 100+ industries.

Leveraging this expertise, Kenny founded Semfia, an income-focused franchise brokerage. But he went further by launching FranShares, the first platform enabling retail franchise investing. FranShares has garnered huge interest with $18.4M in subscriptions and a 41,000+ waitlist, cementing Kenny as a leader in the alternative investing space.

[00:02] The "Left Lane Theorem"

Kenny's dad taught him this concept as a teen - when everyone is going right, don't be afraid to go left and blaze your own path.
Kenny applied this to his career by leaving traditional finance to pursue franchising, an unknown industry at the time.
The lesson: Take a step back and consider different options from the herd mentality.

[00:05] Start Each Day With Enthusiasm

Making your bed each morning starts the day off with accomplishment.
Having an enthusiastic mindset is a choice and can change your whole day.
Self-talk, believing in yourself, and choosing "yes" leads to more energy and opportunities.

[00:09] Benefits of an Enthusiastic Mindset

More energy and less fatigue throughout the day
Increased luck and opportunities due to positive outlook
Tendency to attract the energy you put out into the world

Connect with Kenny:

LinkedIn: Kenny Rose

Website: FranShares

Key Quotes:

"Take a step back and look what everyone else is doing and don't be afraid to do something else." - Kenny Rose

"People get very stuck in what's worked in the past and not what's going to work the best in the future." - Kenny Rose

"How you start your day is how the rest of the day is going to go." - Kenny Rose

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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How does franchise investing offer a unique opportunity for portfolio diversification?

In this episode, Kenny Rose shares his inspiring entrepreneurial journey and how he leveraged his financial security expertise to become the CEO of his own franchise. Kenny discusses the importance of understanding which franchise brands are suitable investments and how to find salt-of-the-earth people with the right skill set and drive to succeed in running a business. He also talks about franchise investing – a new way to invest in an alternative asset class– allowing investors to diversify their portfolios and benefit from passive income streams with dividends, as well as access offerings from a variety of industries, brands, and geographies.

Tune in to hear Kenny’s story and learn more about investing in franchises!

[00:01 - 06:24] Kenny Rose's Journey to Investing in Franchises

• How Kenny helps retail investors invest in franchises

• Franchises exist in almost any industry, not just fast food

• How to educate people on franchising and recommend specific franchise brands based on budget, skill set, and goals

Coaching people through research and the purchase process of franchises

[06:25 - 12:07] Creating Generational Wealth Through Franchising

• How FranShares helps owner-operators achieve financial success

Connecting true operators with investors who are looking for a new asset class

• The goal is to make people wealthy and create first generation business owners

• Fundrise inspired the idea of fractionalizing ownership into commercial real estate

[12:08 - 17:21] A New Way to Diversify Your Portfolio and Earn Passive Income

• The FranShares platform is the first one that allows anyone to invest in franchises like stocks

For as little as 500, you get an equity piece in a diversified portfolio of franchises

• How you can get equity growth and passive income stream from quarterly dividends

[17:22 - 22:06] Closing Segment

• Fast food has smaller returns, but the service industry has higher margins and net profit

• The importance of having another cash-flowing investment

Connect with Kenny:

LinkedIn: Kenny Rose

Website: FranShares

Key Quotes:

"Owning any business is hard, and you really have to find people with the right skill set and drive." - Kenny Rose

"People need something new to invest in, and franchising just frankly makes sense." - Kenny Rose

"You should be able to invest in franchises and actually have something tangible that you understand and you can see." - Kenny Rose

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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The power of consistent action is the only thing that will bring you freedom, freedom to be true to yourself and to be with your family!

Today, we have David Kamara, a former management consultant who turned to real estate investing in order to spend more time with his family. He shares his insight into trading time for money and encourages to dream big and take consistent action toward their goals. We'll discuss the struggles of balancing professional life with family life, how conscious decisions and trying to be available for the most important things are key for success in both professional and personal life, and how upgrading one's lifestyle can help achieve a balance between work and family. Finally, David will share his strategies for success in real estate investments as well as his ebook, The Personal Cashflow Formula.

Tune in to this episode of Passive Income Unlocked to find out how you can take control of your finances by unlocking the doors to intelligent hands-off real estate investing!

[00:00 - 02:08] Unlocking the Doors to Intelligent Hands-Off Real Estate Investing

• David Kamara from Cape Sierra Capital is here to discuss trading time for money and his journey from management consulting to real estate.

• Mindset is critical in helping you move towards your goals when it comes to finances and life.

[02:08 - 04:16] Balancing Professional and Personal Life: Making Conscious Decisions to Upgrade Your Life

• Making decisions between family time and work can be difficult.

• David shares why is important to be true to yourself and prioritize what is most valuable.

• Upgrading life over time can make it feel like there is not much wiggle room financially.

[06:24 - 08:31] "Gain Control Over Your Time and Schedule with Real Estate Investing

• Real estate can help gain control over schedule and time

• David's Ebook: Personal Cashflow Formula (CapeSierraCapital.com/Cashflow)

• David's advice on reflecting on what is desired in life and taking one action to move forward

Connect with David:

Website: https://capesierracapital.com/

Download David's Ebook: https://capesierracapital.com/cashflow

Key Quotes:

"You always have to be true to yourself, I think, is what I would encourage people to be right. At some point, I felt like the time with my kids is time would never get back right." - David Kamara
"Real Estate investing gives you that freedom of here's some passive cash flow truly passive. And it gives you options when you're discussing with whoever your employer is." - David Kamara

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Are you ready to shift your investment strategy from traditional markets to multifamily real estate?

Join David Kamara, a successful real estate investor, who shares his journey from management consulting to multifamily real estate. He emphasizes the importance of trust in investment, highlights the benefits of cash-flowing assets, and stresses the need for diversification. Plus, find out the story behind one of his deals this year and why he advises to always check taxes during due diligence.

David's story inspires a shift from traditional investments to real estate opportunities with solid returns and lower risks. Don't miss it!

[00:00 - 10:32] David Kamara's Journey to Financial Freedom

Introducing guest David Kamara of Kate Sierra Capital
David Kamara's journey from student life in Sierra Leone and Ukraine to a thriving real estate investor in the United States
David's move from a busy consulting career to real estate to spend more time with family
The importance of mindset, preparation, and education in real estate
David's story underscores the value of mentorship and having a supportive partner in real estate success

[10:33 - 22:16] Navigating Challenges and Building Trust

David Kamara discusses a recent real estate deal in Jackson, Michigan, where unexpected property tax issues were resolved
The deal arose after three years through a successful prior partnership with the seller's group
Trust is pivotal in real estate. David's track record, communication, and personal investment build trust with passive investors, including former colleagues
The need for transparency and trust to navigate challenges and ensure successful deals is highlighted
Trust is crucial in real estate investing, particularly for David's former colleagues who choose to invest with him

[22:17 - 32:14] Cash Flow and Diversification

Multifamily real estate offers solid cash flow and the potential for doubling investments within 5 to 7 years, making it an attractive option
Diversifying within real estate across different asset types and locations is essential for risk management and seizing opportunities
Certain real estate sectors, like multifamily and industrial properties, showed resilience during the pandemic, highlighting their value in a diversified portfolio
Cashflow is key to personal finances, similar to a business

Connect with Matt:

Linkedin,

Or visit his website: https://capesierracapital.com/

Resources Mentioned:

Free ebook "The Personal Cashflow Formula": https://capesierracapital.com/cashflow

Key Quotes:

"Real estate is not a one-size-fits-all investment. You have to understand what part of the real estate sector you're investing in." - David Kamara

"You want to invest in things that cash flow while you're working or doing whatever you love to do, whether you're volunteering or retired." - David Kamara

"Trust is paramount when it comes to investing. If you trust the person you're investing with, that's key." - David Kamara

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

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Embracing a positive mindset isn't just a choice; it’s a fundamental step toward a fulfilling and successful life!

In this inspiring episode, Matthey Shields opens up about the transformative power of positivity sparked by the personal loss of his father. Matt shares insightful strategies for overcoming adversities, focusing on self-growth, and deliberately choosing positive influences. His journey invites listeners to reflect, embrace positive changes, and explore enriching content, serving as a beacon for those seeking fulfillment and resilience. Explore more insights with Matt on "Invest in Square Feet"!

[00:00 - 05:44] Transformative Positivity: Overcoming Tragedy, Fostering Resilience, and Embracing Growth

Matthew Shields shares how his father's tragic loss transformed his previously reserved personality, highlighting the power of positive thinking
Matt underscores the value of focusing on the positives in every situation to foster personal growth and resilience, drawing on his own experiences of loss and failure
Matt and Suja advocate for the conscious effort to combat inherent negative thinking, emphasizing proactive approaches to life’s challenges and a focus on positive outcomes

[05:44 - 09:04] Mindset, Self-Improvement, and Nurturing a Positive Environment

Matthew Shields emphasizes creating a positive environment by deliberately avoiding negative media and focusing on constructive content
Matt values self-help resources that simplify complex topics and recommends books like "Never Split the Difference"
He invites listeners to engage with his podcast "Invest in Square Feet" and connect on LinkedIn

Connect with Matthew:

Linkedin, Instagram and X,

visit the website: https://www.investinsqft.com/,

Or listen to his Podcast

Key Quotes:

"Focus on the positives no matter how bad or tragic the situation might be because it will help propel you moving forward as you progress through the rest of your life." - Matthew Shields

"I realized life is too short to worry about what other people thought of me" - Matthew Shields

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

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Understanding and adapting to market dynamics is key to entrepreneurial and investment success!

Join entrepreneur Matt Shields, who has a wide background in the space, syndicating deals in commercial real estate, as he reveals key business insights and real estate strategies, emphasizing the importance of adaptability, continuous learning, and meticulous property evaluation. Matt sheds light on the crucial role of square footage in property valuation, urging investors to delve deep into property research to avoid common mistakes. He also stresses the value of building strong networks, offering a wealth of advice for aspiring investors. Don't miss it!

[00:00 - 09:00] From Early Tech Innovations to Big-Scale Real Estate: Matt Shields' Entrepreneurial Evolution

Matt Shields spoke about his transition from electrical contracting to tech innovation and eventually to multifamily real estate investments
Matt was at the forefront of app development and IoT, exploring these technologies before they were mainstream
Matt highlighted the crucial role of networking and education in realizing success in real estate investments, crediting his quick advancement to joining a group of investors
He advocated for the concept of 'going big' in real estate, emphasizing the comparable effort in managing investments regardless of their size

[09:01 - 16:38] Strategizing Scale: Expanding Holdings and Streamlining Operations for Robust Growth

Matt discusses scaling to a 275-unit deal and entering new construction with a 24-unit condo build
He highlights the creation of in-house management firms for better control and multiple revenue streams
Regular team meetings are emphasized for open communication and addressing challenges promptly
Matt also stresses the importance of systematic progress and prioritization for sustainable growth and excellence

[16:39 - 24:51] Evaluating Real Estate Investments: Insights on Square Footage and Value Enhancement

Matt emphasizes the importance of square footage in property valuation and asset evaluation
He details the impact of meticulous amenity evaluation on a property's perceived value
The role of networking in unveiling investment opportunities and insights within the community is stressed
He underscores the need for validating proposed rents to ensure reliable and comparative investment analysis

Connect with Matt:

Linkedin, Instagram and X,

visit the website: https://www.investinsqft.com/,

Or listen to his Podcast

Key Quotes:

"It's better to just do it bigger because it takes just the same amount of work to do a smaller scale." - Matt Shields

"Your network is your net worth" - Matt Shields

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Master Your Mindset, and You'll Master Real Estate!

In this episode of "Passive Income Unlocked," Cameron Barsanti, once a struggling actor, shares his journey to real estate success. He and host Suja stress the power of mindset, emphasizing the importance of overcoming doubt, taking action, and celebrating small wins.

Cameron's story inspires listeners to believe in their potential and seek guidance from experts in the field. They can connect with him at StorageLife.com to access valuable insights.

This episode highlights that with the right mindset and support, anyone can thrive in real estate investing and transform their financial future.

[00:00 - 06:54] Unleashing the Power of Real Estate

Cameron Barsanti stresses the crucial role of mindset in real estate investing, emphasizing that knowledge alone isn't enough; action is key
Small wins, akin to fitness progress, are emphasized as confidence boosters on the investment journey
Overcoming fear and doubt in real estate requires gaining knowledge, summoning courage, and taking decisive steps toward one's goals

[06:55 - 10:04] Mastering Real Estate Mindset: Cameron Barsanti's Insights

Cameron highlights the importance of shedding self-doubt and immersing oneself in a community of achievers for real estate success
The podcast emphasizes the critical mental shift from "maybe I could do it" to taking action on real estate goals
Small wins and momentum are discussed as key drivers of progress in real estate investing
Connect with Cameron Barsanti at StorageLife.com for self-storage investing insights and guidance from experienced professionals

Connect with Cameron:

Linkedin, Instagram

or visit the websites: https://www.angelscrestcapital.com/ and https://www.storagelife.com/

Key Quotes:

"When you surround yourself with people who do what you want to do, there's a mental leap: maybe I can do it." - Cameron Barsanti

"It's not only about education it's really surrounding yourself by people that are doing it." - Cameron Barsanti

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Self-storage investments are often hidden opportunities in real estate, offering unmatched potential for both novice and seasoned investors.

Explore the dynamic world of self-storage investments with Cameron Barsanti, a self-storage investor and founder of “Angels Crest Capital” and “StorageLife." Learn how he transforms underperforming facilities with strategic upgrades and online visibility. Discover the power of remote management, the art of strategic refinancing, and Cameron's passion to mentor others. With insights from markets like California, uncover the potential of this overlooked real estate niche. Don't miss out!

[00:00 - 07:09] From Hollywood Dreams to Real Estate Realities: Cameron Barsanti's Investment Journey

Cameron Barsanti transitioned from an aspiring actor in Hollywood to a successful real estate investor, overcoming setbacks such as a failed movie project that depleted significant savings
Cameron's journey into real estate was fueled by leveraging the equity from their home, illustrating a practical starting point for aspiring investors
Cameron's venture into real estate was inspired by his wife's father's success

[07:10 - 20:04] From Desperation to Domination: Cameron's Self-Storage Success Story

Through cold calls and platforms like Craigslist, Cameron excelled at finding deals by understanding sellers' needs and capitalizing on seller financing
Cameron initially aimed for a 10% cash return but, over time, prioritized equity growth and the broader benefits of real estate
Drawn to the opportunity-rich world of mom-and-pop self-storage, he chose this niche over the popular multifamily investment sector

[20:05 - 28:33] Unlocking the Value of Self Storage: How to Increase Profits and Manage Remotely

Cameron revitalizes undervalued self-storage units with renovations and operational upgrades
A key strategy involves recognizing facilities with rent rates significantly below market standards and adjusting them to match demand
Remote management is a core aspect of Cameron's approach; local personnel inspect properties weekly, but centralized call centers handle day-to-day operations
Cameron's strategy balances long-term holdings with lucrative flips, such as the California property's significant appreciation

Connect with Cameron:

Linkedin, Instagram

or visit the websites: https://www.angelscrestcapital.com/ and https://www.storagelife.com/

Key Quotes:

"We're making our money going in by buying facilities that are way under market when it comes to their rent." - Cameron Barsanti

"The more we can give ourselves little victories or challenges, or put ourselves in situations we have to get out of, the more impact that will have on our career." - Cameron Barsanti

Connect with me through

LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

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Unlocking success in real estate isn't just about property and profit; it's a mindset game. Dive into an episode with Rod Khleif, where mindset isn't just a concept; it's the cornerstone of real estate triumph.

Rod is back to unveil the secrets of genuine success. In this engaging episode, he delves into the essence of setting crystal clear goals and embracing the journey, not just the destination. Rod underlines the often invisible sacrifices behind major successes, highlighting the crucial need for meticulous planning. But beyond the blueprint, he champions the power of persistent action and celebrating every win, however small. And if barriers arise? Rod's mantra: adapt, refocus, and innovate.

Tune in and discover the roadmap to success, inspired by the insights of Tony Robbins and brought to life by Cleef's own rich experiences.

[00:00 - 08:52] 7 Steps to Success with Mindset Master Rod Khleif with inspiration from Tony Robbins

Know What You Want: It's essential to have clear, measurable goals with a timeline and understand why these goals are vital
Realize Success is a Journey: It's not about the end game but enjoying and finding pleasure in the process
Embrace Sacrifices: To achieve significant accomplishments, short-term comfort may have to be sacrificed
Have a Plan: Every venture, including multifamily real estate, requires a business plan to ensure success
Take Massive Action: Consistently act daily, in ways that move you closer to your goal
Celebrate Small Wins: Recognize every progress you make, as happiness stems from progress and growth
Change Approach When Faced with Roadblocks: If you encounter challenges, refocus on the goal, innovate, and try a different tactic

Connect with Rod through:

LinkedIn: Rod Khleif

Twitter: @RodKhleif

Instagram: @rod_khleif

Facebook: Rod Khleif Official

YouTube: Rod Khleif

Or visit his website: Rod Khleif

Resources Mentioned:

Bootcamp coming up in September the 15th through the 17th. Get a discount using the code S U J A

www.rodslinks.com

Key Quotes:

"If you do hit a wall or a roadblock, you just innovate, change your approach, keep your eye on the goal, and try something new." - Rod Khleif

"You're gonna have late nights, early mornings, grinding for a few years like most people won't, so you live the rest of your life like most people can't." - Rod Khleif

WANT TO LEARN MORE?

Connect with me through

LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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How can you make the most of the economic uncertainty? In this episode, Rod Khleif is a multiple business owner and philanthropist who is passionate about business, high performance, real estate, and giving back. As one of the country's top real estate and peak performance luminaries. He has also owned over 2000 properties. Rod Khleif soared from humble beginnings as a young, impoverished Dutch immigrant to incredible success. Rod's experience involves both remarkable triumphs and spectacular failures, which he affectionately calls "seminars:' Rod also founded The Tiny Hands Foundation, which has benefited more than 130,000 children in need.

Rod emphasizes the importance of setting clear goals, making a decision to pursue those goals, taking action in order to achieve success, standing guard at the door to one’s mind in order to keep out negative influences and stay focused on achieving one’s goals, which is key for success in any endeavor.

Tune in as Rod provides advice on how to make the most of the economic uncertainty by setting goals, investing passively, doing due diligence, asking questions, and utilizing goal-setting techniques to manifest what you want in life!

[00:00 - 01:44] Opening Segment

Suja welcomes Rod Khleif!
Rod is a multiple business owner and philanthropist who is passionate about business, high performance, and real estate

[01:45 - 12:24] How Mindset And Goals Lead To Success

The importance of goal-setting
Creating a burning desire toward your goals
Identify and challenge limiting beliefs
Ask yourself how to make money so debt is irrelevant

[12:25 - 27:17] Enhance Focus And Play To Your Strengths For Success

Meditation enhances focus and is a common practice among successful people
He recommends 10-year fixed-rate loans with low loan value for higher returns
Investing passively requires due diligence and asking the right questions
Gratitude is the most powerful emotion to manifest what you want in life

[27:18 - 33:44] Closing Segment

Achievement is a science, fulfillment is an art!
Closing message

Connect with Rod:

Website: Rod Khleif

LinkedIn: Rod Khleif

Twitter: @RodKhleif

Instagram: @rod_khleif

Facebook: Rod Khleif Official

YouTube: Rod Khleif

Key Quotes:

“Your strengths are your greatest assets. Don't try to maximize your weaknesses in our business. We hire a line or partner for our weaknesses.” - Rod Khleif

"You've got to know what it is you want and why you want it, because that's how you push through that fear. And that's how maybe you're comfortable. And the comfort zone is a nice warm place and nothing grows there. So, you've got to have the goals to do that.” - Rod Khleif

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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How can one stay balanced and emotionally even when pursuing big goals? In this episode, Sam Silverman has been there and done it all, from entrepreneurship to investing, and he shares his advice on staying in a 6-7 range of cautiously optimistic while avoiding the highs and lows that can be emotionally draining. He provides tips for taking a longer-term lens on situations and making up any losses with effort or volume.

He discusses the different ways to maximize productivity while staying within a certain time frame by removing anything from the calendar that causes dread or anxiety.

Tune in and ensure that your schedule is in order to ensure they are not overlooked or neglected in favor of work!

[00:01 - 02:53] Opening Segment

Suja and Sam talk about how to stay even keel to achieve longevity in investing
Mindset is key to making progress towards goals

[02:54 - 04:34] Achieve Longevity In Investing And Entrepreneurship

The emotional rollercoaster of entrepreneurship and investing
Staying in an even keel range helps with longevity
Not getting too excited or too down helps with decision-making
Zoom out on things to let certain things not bother you

[04:35 - 07:13] Maximizing Productivity While Staying In The 6-8 Hour Range

Ask yourself if something will matter in the long run
Overestimate what you can do in a year and underestimate what you can do
Avoid reacting to things with too much emotion or overreacting
Get rid of tasks that you dread doing from your calendar

[07:14 - 09:10] Closing Segment

Figure out when you are most productive and block it off on your calendar
Closing message

Connect with Sam:

Website: Silverman Capital

Website: Techvestor

LinkedIn: Samuel Silverman

Key Quotes:

“You overestimate what you can do in a year and underestimate what you can do in five. If you want to look at things in that lens in a few years… Showing too much emotion or kind of just overreacting to things that you may just let slide.” - Sam Silverman

"People always talk about how entrepreneurship is a bunch of highs and lows but that is pretty exhausting. You have to figure out how to stay even keel.” - Sujata Shyam

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Over the last few years, Sam Silverman of Silverman Capital has honed his approach to passive investing, allocating all his non-liquid funds to LP investments. With 50+ deals under his belt, Sam highlights the significance of prioritizing people over deals and shares strategies for evaluating opportunities. With a focus on stability and long-term growth, he emphasizes selecting deals that provide consistent returns and the importance of maintaining liquidity in uncertain times, setting an example for investors seeking reliable opportunities in an uncertain market.

[00:00 - 08:10] The Journey of LP Investing

Sam discusses shifting from active real estate management to passive LP investments
He showcases the choice between active involvement and strategic investment for generating passive income
Sam's advice focuses on learning from unfavorable experiences to clarify goals

[08:11 - 19:48] Navigating Passive Investments: Strategies and Insights

Sam Silverman's focus on reputable operators with growth visions underscores his strategic investment approach
Sam's shift to fixed debt for stability highlights his efforts to navigate potential rate changes
Sam's diversified approach encompasses short-term rental funds and cash-flowing properties

[19:49 - 27:42] Sam's Approach to Passive Investing and Economic Adaptation

Sam emphasizes ethical operators and growing teams in his LP investments
Maintaining cash on hand, Sam avoids emotional and financial decisions and waits for opportune deals
Sam shares insights on adjusting to economic shifts and staying patient amid changing interest rates and upcoming elections

Connect with Sam:

or visit the webpages: silvermancapital.co and techvestor.com

Key Quotes:

"If I'm in a good spot financially, I can think very rationally versus emotionally and look at deals for both myself and, therefore, my investors." - Sam Silverman

"I'm in a place now where I don't need home runs, you know, walks, singles, no strikeouts. Don't lose money, and you'll be totally fine." - Sam Silverman

Connect with me through

LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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In this enlightening episode of "Passive Income Unlocked," Shifra Ansonoff reveals the books that reshaped her world. From understanding relationship dynamics in "Give and Take" by Adam Grant to Arianna Huffington's transformative lessons on sleep and mindfulness in "Thrive," Shifra shares invaluable insights. It's more than just reading; it's about balancing ambition with well-being. Dive in to discover a richer, more mindful path to success with Shifra!

[00:00 - 04:22] Insights from the book 'Give and Take' and the Essence of Giving

Shifra spotlights the influential book "Give and Take" by Adam Grant, emphasizing its exploration into the behavioral psychology of giving and taking, categorizing people into givers, takers, and matches
Drawing from personal history, Shifra fondly recalls her grandmother's selfless acts during the Great Depression, exemplifying the spirit of a true 'giver' as described by Grant
The discussion emphasizes recognizing over-giving and setting boundaries

[04:23 - 11:19] Balancing Ambition with Mindfulness: Shifra's Insights from 'Thrive'

Shifra talks about Ariana Huffington's book, Thrive, which tells the story of how she burnt out at work and ended up in the emergency room due to sleep exhaustion
She dives into the key messages of the book, underscoring the paramount importance of sleep
Shifra highlights Huffington's belief in fame, fortune, and the essential third pillar: mindfulness. Without mindfulness, life remains unbalanced
Shifra shares her transformative journey, emphasizing meditation, focused activities, and the value of single-tasking over multitasking for increased presence

Connect with Shifra:

or visit the webpage: https://www.preqin.com

Resources Mentioned:

Books

Thrive by Arianna Huffington

Give and Take by Adam Grant

Key Quote:

"There's got to be a balance. I love to get a full night's sleep and other things that sometimes don't get done, but I just remember that this is good for my overall health, it's good for my mindset, and just for feeling good every day." Shifra Ansonoff

Connect with me through

LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Give and Take: A Revolutionary Approach to Success

Thrive: The Third Metric to Redefining Success and Creating a Life of Well-Being, Wisdom, and Wonder

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In the past decade, alternative investments surged from negligible to nearly 20% of institutional portfolios.

This episode features Shifra Ansonoff, who heads global customer experience for Preqin, which provides alternative assets data and content as well as solutions. We'll hear from Shifra about macro trends as they relate to the private real estate market and how institutional investors are allocating their portfolios to alternatives. She'll also explain the 'denominator effect,' which has caused a slowdown in the markets due to decreased allocations from institutional investors. Additionally, we'll discuss survey results from more than 150 investors ranging in size from 500 million to 200 billion across the globe. Learn how the current trends in the real estate market are affecting alternative investments and what investors should be paying attention to when considering private real estate investments.

Don't miss this informative conversation on private equity real estate investing!

[00:00 - 08:07] Investment Challenges and the Nuances of Private Equity Valuation

Shifra Ansonoff, from Preqin, emphasizes the firm's dedication to alternative assets and shares her vast experience in customer experience management
Shifra points out the challenges of 2022, including geopolitical issues, inflation, and a tough year for the U.S bond market
A decline in public equity values led to an inadvertent rise in the proportion of alternative assets, causing a pause in further investments
She sheds light on the complexities and skepticism surrounding the valuation of private equity investments

[08:08 - 17:27] The Rise of Alternatives and the Evolution of Real Estate Preferences

Shifra highlighted the significant returns possible in alternative investments, citing examples like Amazon
She talks about Data predicts rapid growth in venture capital, infrastructure, and private debt, with private real estate expected to reach 2.14 Trillion by 2027
Despite some pessimism, sectors like multifamily housing, storage, and senior housing offer promising investment avenues
The rise of remote work has shifted living preferences, moving focus from cities like New York to areas such as Austin, Texas

[17:28 - 27:10] Alternative Investments, Office Trends, and the AI Revolution

The traditional 60-40 equity-fixed income portfolio model is evolving, with alternatives now accounting for 10-20% of investment portfolios
Shifra highlights the need for enhanced investor education because of the rise of Venture Capitals as mainstream investments
A significant debate ensues about the future of office spaces, with mixed reactions to returning to physical work environments despite major firms' investments
While the transformative potential of AI in investments is acknowledged, Shifra caution is advised against its unchecked reliance

Connect with Shifra:

or visit the webpage: https://www.preqin.com

Key Quotes:

"The shift towards alternatives isn't just a trend; it's a paradigm change in investing." - Shifra Ansonoff

"What goes up comes down and vice versa. Be prepared and take advantage of opportunities before the tide turns." - Shifra Ansonoff

Connect with me through

LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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How do we teach our children the true value of money without letting wealth overshadow personal worth?

In an engaging dialogue on childhood financial literacy, Tad sheds light on the balance between teaching kids about money and not overemphasizing wealth. Using relatable analogies and real-life stories, he underscores the importance of honest conversations and encourages parents to delve into the deeper concerns behind their children's queries about wealth. Tad also emphasizes the distinction between personal worth and monetary value, citing roles like teaching as vital yet often undervalued. Tune in to gain insights into fostering a healthy financial perspective in children!

[00:00 - 07:40] Teaching Financial Responsibility

Tadd Fallows talks about teaching his children about money.
Tad discusses the "Three Generations Theory, where the first generation amasses wealth through hard work, the second generation benefits from it, but the third often dissipates it
Tad discussed how to provide children with the benefits of wealth while still instilling values of hard work and grit
Tad exposes his children to real-world financial scenarios for understanding
Tad gives his children an allowance that they can save, spend, or donate to charity, offering them early lessons in managing money

[07:41 - 12:47] Decoding Kids' Money Questions: Wealth, Worth, and Family Values

Tad underscores the importance of offering children a genuine understanding of money, cautioning against oversimplified or unrealistic explanations
He centers on aligning monetary decisions with family values
Tad emphasizes that financial wealth doesn't equate to a person's societal or personal value

Connect with Tad:

or visit his webpage: https://www.longangle.com/

E-mail: tad@longangle.com

Key Quotes:

"Giving them that gift of confidence is vital. I would say that for the majority of us in the overall population, who aren't discussing those kinds of money, it's about giving people, or children specifically, accountability and responsibility early on" - Tad Fallows

"A lot of parenting is just being this sort of heavy-handed moralizing and telling them what you think because I I think they are listening." Tad Fallows

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Ever wondered about the allure of private credit, especially in our rising interest rate environment?

Join Tad Fallows, Managing Director of Long Angle and an expert in the alternative assets space, and elucidate why lending to enterprises, not just individuals, is the next big thing. Uncover the thrill of fetching 12% interest rates, spiced up with equity warrants, his investment thesis and approach to real estate, asset allocation, raising kids with wealth, and building a collaborative online discussion community.

[00:00 - 11:04] Beyond Real Estate Syndications

Tad Fallows of Long Angle detailed his shift from a software startup to leading a high net worth investment community
Tad underscores diversification, emphasizing the value of private credit in sectors like cannabis
He points to the potential in secondary shares, offering quicker ROI through discounted purchases
Tad suggests the current market might be ripe for venture capital investments despite their risks

[11:05 - 22:05] [highlight=rgb(247, 247, 248)]The Modern Landscape of Alternative Investments

Diversification now spans from real estate to areas like royalty streams and aging spirits
Private credit covers real estate loans and niche high-return lending
Search funds, often led by business grads, aim for 30-35% annual returns
Access to search funds is largely based on relationships and sponsor reputation

[22:06 - 35:12] Search Funds and Diverse Investment Strategies

The concept of search funds was underscored, emphasizing its potential for significant investor returns, as demonstrated by Stanford's study
For broader diversification, investors can consider sponsors that aggregate multiple search funds, leveraging their expertise
The distinction between early-stage and late-stage VC investments was clarified, with big data providing insights into potential high-growth companies
The sensitivity of real estate to interest rate fluctuations was highlighted, emphasizing its unique position compared to other assets

Connect with Tad:

Linkedin

or visit his webpage: https://www.longangle.com/

Key Quote:

"The only way you really make your total returns work in this early-stage venture world is to have things that are 10 X or above because most of them are going to zero, so you need a handful of these unicorns that are really driving your whole portfolio" - Tad Fallows

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Success is measured not just in numbers but in the lives transformed along the way!

Franco Perez, a mobile home and park management expert, unveils the heart of purpose-driven real estate. He shares his journey from a dissatisfying career as a real estate agent to a fulfilling path centered on helping families achieve homeownership. Franco's passion for positive impact over profit drives his commitment, leading to success despite challenges. This episode highlights mobile home parks as a gateway to wealth building and emphasizes the profound influence of purpose in creating lasting community change. Franco's story encourages listeners to prioritize purpose and impact in their real estate endeavors, inspiring a better future for all.

[00:00 - 06:24] Inspiring Financial Security and Community Impact

Franco helps people own mobile homes and manages mobile home parks
His purpose is to build something that will help someone in his shoes back then
Franco highlights mobile home parks as a way to build wealth through ownership, aligning with his commitment to fostering financial stability

[06:25 - 11:07] Franco's Purpose-Driven Path in Real Estate

Franco's career shift from real estate agent to mobile homes stemmed from a desire to assist those lacking resources, emphasizing meaningful impact over wealth
Despite initial financial struggles, Franco's unwavering passion fueled rapid learning and growth, highlighting the profound benefits of pursuing meaningful work
His journey underscores the importance of prioritizing positive change, urging others to create a better world through impactful contributions

Connect with Franco:

LinkedIn,Facebook,

or visit his websites nextlevelincome.com and https://beacons.ai/franco.tv

Key Quotes:

"Don't always chase the money. Find a way to really create an impact." - Franco Perez

"Everyone's kind of chasing how I made X amount in a month, but I think we should try to also think about how we help a family get ahead or how we can build something that will create an impact for the future." - Franco Perez

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Redefine affordable living by transforming mobile homes into beacons of prosperity and changing the housing landscape!

In this episode, we'll discuss Franco Perez's journey and his passion for creating opportunities for others to invest intelligently and close the investing gap. We'll learn about the stigma around mobile homes and how they are often seen as low-quality places to live - but this isn't always the case. We'll also explore the financial benefits of owning a mobile home compared to renting an expensive apartment. Lastly, we'll discuss Franco's business model of replacing mobile homes from the seventies with higher-quality homes and how this allows families to upgrade their living space without having to pay the high cost of a single-family home.

[00:00 - 08:11] Franco's Journey in Mobile Home Real Estate

Introducing guest Franco Perez who works in the mobile home park space providing affordable housing
Franco challenges mobile home stigmas, highlights diverse quality, and confronts Hollywood-driven misconceptions
He underscores mobile home ownership's financial advantages, promoting stability and credit improvement in pricey urban settings
Franco's journey: from disillusionment to enhancing mobile home parks, creating thriving communities with better amenities

[04:23 - 16:38] Innovative Upgrades and Financial Empowerment

Franco transforms 1970s mobile homes into modern havens, boosting property value and livability
Discrediting depreciation myths, Franco unveils mobile home appreciation potential, making a compelling case for investment
Franco enlightens on equity growth, tax benefits, and escaping expensive rentals through mobile home ownership
Franco's mission comes to life through innovative upgrades, offering families a chance to thrive in transformed mobile homes while challenging common misconceptions about their value

[16:39 - 23:50] Trailblazing Evolution of Mobile Living

Franco's YouTube platform transforms perceptions, showcasing modern mobile homes and empowering stories, sparking interest and curiosity
Franco's book and mission empower through knowledge, guiding individuals toward affordable homeownership while reimagining living standards
Franco's pioneering approach reshapes housing, combining efficiency, luxury, and community, creating a brighter future for mobile home residents

Connect with Franco:

LinkedIn,Facebook,

or visit his websites nextlevelincome.com and https://beacons.ai/franco.tv

Key Quotes:

"There are so many false myths and so many false stigmas around these, and because of the lack of information that we have around it, we don't really know how we can benefit from it." - Franco Perez

"The Mobile homes we're finding are a perfect stepping stone in between because it's a much more attainable price." - Franco Perez

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Discover How to Use Networking and Podcasts for Real Estate Success!

In today's episode, we welcome back Don Spafford to discuss his journey in real estate investing. He highlights the significance of networking for active and passive investors, showcasing how it drives growth, diversification, and informed decision-making. From conquering fears to finding one's niche, the power of podcasts and meetups is revealed. Don's story exemplifies the potential of networking to unlock financial freedom and opportunities in real estate.

[00:00 - 07:45] Networking Unlocked: From Introvert to Real Estate Success

Don Spafford reveals how strategic networking propelled him from introvert to thriving real estate investor, showcasing the power of connections in commercial real estate
He highlights his shift from solo ventures to building a network of professionals, leading to financial security and departure from traditional employment
His strategic use of podcasts, networking events, and LinkedIn to achieve real estate success is unfolded
Don's calculated decisions that led to his departure from traditional employment

[07:46 - 13:04] Empowering Passive Investors in Real Estate

Don's journey showcases the role of podcasts and meetups in guiding passive investors
Started investing in fourplexes and attending online virtual meetups to build a network of potential investors
He shares how networking opens doors to diverse opportunities and builds trust with deal operators, leading to informed decisions
Listeners are invited to connect with Don Spafford through various platforms, encouraging meaningful discussions about real estate
His journey exemplifies the potential for passive investors to flourish through networking and informed decision-making

Connect with Don:

Website: Beyonder Camp, Beyonder Camp Fund

LinkedIn: Don Spafford

Facebook: Don Spafford

Key Quote:

"The only way to really learn about these deals is to know somebody who has those deals to send them to you. So I was getting to meet all these new syndicators deal sponsors, people that had opportunities they could share with me so I could look them over." - Don Spafford

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Discover the lucrative potential of RV campgrounds. generating impressive cash-on-cash returns of 12-15% on average, attracting investors seeking higher income streams.

In this episode, Don Spafford discusses his experiences and insights into the world of RV campgrounds as a lucrative investment opportunity. He compares the advantages of investing in RV campgrounds for immediate cash flow versus the long-term equity play of build-to-rent properties highlighting the increasing trend of younger campers seeking outdoor experiences and remote work options, driving the demand for campgrounds. He also touches on operational challenges, such as maintaining a strong team and managing seasonal demand. With a focus on off-market deals and strategic property selection, Don's firm, Beyonder, aims to capitalize on the booming camping industry while offering investors attractive returns.

This conversation is sure to provide valuable insight into RV park and campground investing that could help you realize your passive income goals!

[00:00 - 10:29] Unraveling the Lucrative World of RV Campground Investments

Meet Don Spafford, an expert in RV campground investments, who shares his journey of transitioning from traditional multifamily to the lucrative world of RV parks
RV campgrounds attract both high-income travelers and budget-conscious adventurers, ensuring steady occupancy rates
Don shares the strategic locations of RV parks, driving their success with easy access to major cities on Passive Income Unlocked
He ensures seamless operations and exceptional guest experiences in RV campgrounds, offering valuable insights for those interested in hands-off real estate investing

[10:30 - 19:52] Strategies and Insights in RV Campground Investments

Financing and risk management tips for RV campground investments
Don shares insider tips on sourcing off-market deals and negotiating flexible options, making RV campground investments an attractive venture for savvy investors
Don's expertise mitigates potential challenges and ensures exceptional guest experiences
He reveals the dynamic pricing techniques used to optimize RV campground rental rates, combined with strategic comparisons with nearby competitors

[19:53 - 31:09] Cash Flow vs. Long-Term Equity and the Rising Trend of Younger Campers

Insights into the contrasting investment opportunities in RV campgrounds and build-to-rent townhomes, showcasing their respective strengths in cash flow and long-term equity potential
Don reveals a rising trend of younger families and remote workers favoring RV camping, driving demand for campgrounds and glamping options
He emphasizes the importance of reliable staff to tackle operational challenges in managing campgrounds effectively
Key investment criteria, focusing on size, location, and expansion potential for campgrounds, providing valuable insights for interested investors, are shared

Connect with Don:

Website: Beyonder Camp, Beyonder Camp Fund

LinkedIn: Don Spafford

Facebook: Don Spafford

Key Quotes:

"For those who are looking for great cash flow, these campgrounds are the best option out there to get great cash flows right now, and overall, of course, the returns are still great." - Don Spafford

"But that's been definitely a big trend for sure in the last few years. Especially 'cause of COVID, people now have the option to work from home. So now if they can work remotely from anywhere, I don't wanna be stuck here in my small town wherever I want to travel the country." - Don Spafford

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Investing in the real estate market can be a risky endeavor, but there are ways to understand and mitigate these risks.

In this episode, Chris Rawley dives into financing and operational risks associated with real estate investments. He emphasizes the importance of understanding these risks before investing and shares advice on how to assess them. Chris also discusses red flags to watch out for when evaluating potential investments and explains environmental hazards such as market cycles.

Tune in for an in-depth conversation about practical tips to help navigate the real estate market safely and effectively!

[00:01 - 02:53] Opening Segment

• Why analyzing and looking at risk in any investment is important

Why you should consider financing risk

• How you can mitigate financing risk

Working with people who have raised capital before and understand the risk

[02:54 - 04:34] Understanding Financing, Operational & Environmental Risks

• Financing risk and operational/execution risk are essential to consider

• Venture capitalists use pattern recognition to identify good/bad patterns

• Environmental risk includes market cycles, rents, interest rates, etc.

• Cash flow should be sufficient to weather market cycles

[04:35 - 07:13]Experienced Investors, Financing Risks & Environmental Challenges

• Invest with people who have experienced some bumps and hiccups

We learn the most from our mistakes and failures

• Understand environmental and financing risks overlap

• Consider interest rates and adjustable rates when assessing financing risk

[07:14 - 09:10] Closing Segment

• Interest rates and favorable lending terms have gone and may be gone forever

Current interest rates are not unusual

• How to learn more about investing in farms, ranches, and agribusinesses

Connect with Chris:

Website: www.harvestreturns.com

LinkedIn: Harvest Returns

Instagram: @harvestreturns

Twitter: Harvest Returns

Key Quotes:

“Just because somebody's failed at something doesn't mean they're high risk. It just means they may be a little bit smarter and have learned some lessons.” - Chris Rawley

"We learn the most from our mistakes and our failures, and so if someone hasn't kind of gone through any sort of bumps in the road, then it's hard to know if they have the ability to tackle challenges that are inevitable.” - Sujata Shyam

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Have you ever wondered how you could positively impact our planet through agricultural investments?

Join us as we go on a journey with Chris Rawley of Harvest Returns, the leading expert on investing in agriculture and sustainability. In this episode, Chris discusses the need for more sustainable food production, why animal protein is necessary, and how people can diversify into agriculture. He also delves into the social aspects of investing in agribusinesses and discusses animal welfare and environmentally friendly practices. Tune in to learn all about investing in agriculture sustainably!

Over the course of visiting dozens of war-torn and poverty-stricken countries during his 30-year career as a naval officer, he began to appreciate the importance of farming to every single person on Earth. As a professional investor, he decided to invest in a farm but discovered that these types of investments were inaccessible to the average person, leading him to create Harvest Returns in 2016.

[00:01 - 06:20] Opening Segment

• Chris's background as an expert in agriculture investing

What made him appreciate the food system

• Why agriculture is one of two industries that impact every single person on earth

• Population growth and wealth will lead to more food production, but it needs to be done sustainably

[06:21 - 11:49] Understanding Cash Flow, Risk, and Operational Challenges

• How Harvest Returns focuses on helping farmers be profitable

• Investment opportunities in agriculture, technology companies, early-stage, and livestock operations

• Location is critical for field-grown or outdoor agriculture investments

• Revenues may be one income per month or one crop per year

[11:50 - 17:59] Invest in Agriculture for Sustainable Food Production

• How crop insurance and other financing structures can help minimize risks for tree crop farmers

• Indoor farms mitigate weather risks and have multiple crop cycles per year

• Food inflation is good for farmers, as they can sell their produce at higher profitability

• Investing in agriculture provides a liquidity premium with historically low double-digit returns

[18:00 - 23:39] Exploring the Benefits of Sustainable Food Production

• Examining the impact of responsible ranching and animal agriculture

• Farming is an ancient business, but it is also very interesting and unique

• How farmers are trying to be more sustainable and environmentally friendly

What sustainable food production includes

[23:40 - 27:20] Closing Segment

• Chris explains the regenerative grazing and regenerative agriculture

• Better ranchers are conscious of making the soil better and creating healthy animals

Connect with Chris:

Website: www.harvestreturns.com

LinkedIn: Harvest Returns

Instagram: @harvestreturns

Twitter: Harvest Returns

Key Quotes:

“One of the things that we like to look at Harvest Returns is how we can produce more food, how we can help farmers be profitable doing it, and how it can be done in an environmentally sustainable manner.” - Chris Rawley

“Farming is a very ancient business, and it's for the most part very conservative business, but it's also very interesting. The more you learn, the more you want to learn.” - Chris Rawley

“When you go out and visit a farm, you can see how unique every single farm is, and how farmers, especially these days, are trying hard to be more sustainable environmentally." - Chris Rawley

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe

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How do you think giving can go beyond just a single act and enrich the lives of everyone involved? Today, Yonah Weiss discusses the power of giving and how it can make a real difference in people's lives. He touches on the importance of the acronym HOPE (Help One Person Every Day) and how it can be applied to impact both the giver and recipient positively.

Tune in now as we dive into how giving can create a positive ripple effect that will come back tenfold!

[00:01 - 04:41] Opening Segment

• Why giving back is essential for entrepreneurs

• Check outThe Go-Giver by Bob Burg

• How you can help people not just monetarily but through connections, free educational content, etc.

[04:42 - 09:06] The Role of Giving Back in Entrepreneurship

• Help one person every day - even if it's something small like paying for someone else's coffee

Making at least one introduction every day

• Thinking of who can benefit from a relationship when meeting someone new

[09:07 - 11:16] Closing Segment

• Doing small things that open up to wanting to do more

• How the impact of giving is greater on the giver

Connect with Yonah:

Website: https://yonahweiss.com

LinkedIn: Yonah Weiss

Instagram: @yonahweiss

Twitter: @yonahweiss

Don’t forget to check out The Weis Advice Podcast!

Key Quotes:

“I can guarantee you that just doing good, helping, and trying to figure out how you can do good for someone else comes back to you so much more.” - Yonah Weiss

“That feeling of giving and that act of giving and doing make a change in yourself.” - Yonah Weiss

“When you feel this obligation to give back and to help others around you; doing that over and over again will just melt your heart inside and allow you to keep doing that more and more.” - Yonah Weiss

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

The Go-Giver, Expanded Edition: A Little Story About a Powerful Business Idea (Go-Giver, Book 1

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Are you interested in learning more about how cost segregation and depreciation can help you reduce your tax liability when it comes to owning real estate?

Join us as we sit down with Yonah Weiss, a cost segregation expert in the commercial real estate syndication space, who has been teaching people about the tax benefits of real estate for 8 years.

Today, we explore how a cost segregation study can help you maximize deductions on your property, and how managing a short-term rental yourself can help you unlock bigger deductions against your active income.

Tune in to get an insider’s look into what cost segregation and depreciation are all about and learn how these strategies can help you save money on taxes!

[00:01 - 08:04] Opening Segment

• Cost segregation and depreciation are tax benefits of real estate that can be confusing for people to understand

• How Yonah got into real estate and found another stream of income

• Yonah dives into depreciation and cost segregation

[08:05 - 15:16] The Basics of Real Estate Professional Status

• Understanding the basics of real estate professional status

How can it help offset passive losses against W2 income?

• When you can use some of the passive losses against your active W2 income

• Being a realtor or broker automatically qualifies for Real Estate Professional status

[15:17 - 23:10] Understanding the Tax Benefits of Short-Term Rental

• Married couples making more than $150,000 may not be able to take advantage of the real estate professional status

• Regular depreciation and other expenses can reduce the rental income tax liability to zero

• Cost segregation can help pull forward some of the depreciation deductions to earlier years

• What realtors need to meet the material participation threshold

[23:11 - 30:30] Leverage the Short-Term Rental Loophole to Offset Active Income

• You can use concentration depreciation to offset your active income even if you have a full-time job

• You only need to spend 100 hours on a short-term rental for it to count as material participation

• Losses from passive investments cannot be used to offset short-term rental income.

• Conservation is a tax tool and should be used with an overall portfolio plan in mind.

[30:31 - 35:33] Closing Segment

• In 2017, 100% Bonus Depreciation allowed accelerated deductions in the first year

This benefit was available until the end of 2022

Connect with Yonah:

Website: https://yonahweiss.com

LinkedIn: Yonah Weiss

Instagram: @yonahweiss

Twitter: @yonahweiss

Don’t forget to check out The Weis Advice Podcast!

Key Quotes:

“Cost segregation is a tax tool. It is a tax strategy. But it is not going to work for everyone in every situation.” - Yonah Weiss

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Why do you think taking risks and exploring different career paths can be a powerful choice?

In this episode, we are joined by Cole Shephard, a risk-taker who has achieved success by taking risks and pushing himself. He discusses the importance of mindset when it comes to investing and shares his advice on how to start small and build up your risk-taking muscle. Cole explains why he believes committing to one career for 30 years can be seen as a risky endeavor and why taking some risks and learning from them is still important.

Tune in now to learn how to take risks and reap the rewards!

Cole Shephard is the founding partner of the alternative investment firm Legacy Group and the founder and a board member at the Green Coffee Company, Colombia's largest coffee producer.

[00:01 - 05:39] Opening Segment

• Cole shares his secret to success

Stepping outside of your comfort zones and taking risks is key to succeed

• Why taking risks and betting on yourself are important for growth

[05:40 - 08:30] Getting Comfortable with Risk

• Sign up for new jobs and experiences to gain knowledge about the world

The significance of taking risks and pushing yourself to try new things

• Not settling for a life of one career for 30 years

[08:31 - 10:36] Closing Segment

• Rolling with the punches and viewing some situations as riskier than others

• Building a skill to handle risk

Connect with Cole:

Website: https://legacy-group.co/

LinkedIn: Cole Shephard

Instagram: @legacygroupinvestments

Key Quotes:

“Once you start taking a leap outside your comfort zone, and you build on it over time. Then things don't seem nearly as risky 15 years later for sure.” - Cole Shephard

“I'll see something that I know is going to make me miserable in the future as massively risky, versus something like losing all my capital or investing my own money and not going well as almost zero risk.” - Cole Shephard

“Being up to learn and try anything is what got me to the next stage. It's about taking different assignments, going out and trying new things that you would never do before.” - Cole Shephard

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Cole Shephard is an inspiring entrepreneur who made a daring move at age 31 when he liquidated his 401ks, IRAs, and investment accounts to pursue the untapped potential of Latin American alternative investments.

Join us as we explore his journey to Colombia with an investment group. We'll learn about their decision to invest in coffee and grow the Green Coffee Company into the largest coffee producer in the nation. He'll also discuss his sustainability initiatives and how his company makes operations more environmentally friendly. From taking risks to gaining investors' trust, this podcast episode is full of valuable insight from Cole Shephard!

Cole Shephard is the founding partner of the alternative investment firm Legacy Group and the founder and a board member at the Green Coffee Company, Colombia's largest coffee producer.

[00:01 - 07:43] Opening Segment

• An alternative investments expert in Latin America and the largest coffee producer in Colombia

How Cole liquidated all his 401ks and IRAs to bet on himself

• How Cole got into fresh-cut flowers, coffee, cacao, and commercial real estate investments

If he saw something worth investing all his money in, he would do it

[07:44 - 14:30] Investing in Coffee: Risk Management and 30%+ Returns for Investors

• Cole's experience in taking a job in Hong Kong with no friends or family in the city

• Risk factor dwindles down as you keep doing things outside your comfort zone

• Looking at agriculture and seeing two interesting markets: coffee and cacao

• Investors needed to see returns of high teens on equity positions

[14:31 - 22:10] Creating a Global Coffee Empire

• How Cole built created the largest coffee producer in Colombia in 5 years

Potentially becoming the largest consolidated producer of coffee in the world

• Why farmland is one of the easiest investments for real estate investors to understand

Coffee is one of the most liquid commodities, with a readily determinable price

[22:11 - 28:40] Exploring the Risks and Benefits of International Exposure

• Why agriculture is a good option for investors looking to diversify their portfolio

The yield profile of ag deals is higher than commercial real estate

• Investors seek international exposure to diversify capital outside the US

• Why accredited investors should look at private company-based farmland investments internationally

[28:41 - 36:13] Closing Segment

• The major risks in the coffee industry

• The benefits of sustainable coffee production in Colombia

• Competition in Colombia is mostly family-owned businesses without real business practices

Connect with Cole:

Website: https://legacy-group.co/

LinkedIn: Cole Shephard

Instagram: @legacygroupinvestments

Key Quotes:

"Risk factor dwindles down as you keep doing things outside your comfort zone, and it gets more valuable as you continue to challenge yourself." - Cole Shephard

“I've done what many people don't do, like just getting outside of a comfort zone. Once I've kind of trained myself to do that, the next thing doesn't seem so risky when you already do something that's risky, right?” - Cole Shephard

“We're very selective on who we allow to run the company, and they have to be the best and the brightest.” - Cole Shephard

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Are taking risks and being open to learning essential parts of successful investing?

Today, Blake Selby shares his journey from snow shoveling to owning a gym and building a portfolio of 300 single-family rentals. He offers insight into the importance of taking risks, having a willingness to learn and iterate, and getting involved in real estate without risking personal capital. Learn how to gain access to transactional mechanics by providing quality leads and making money while learning. Let’s dive in!

Blake Selby leveraged his education to start a successful gym venture at a young age. He later sold this gym to fund a real estate startup, which has grown into a flourishing business comprising acquisitions, private lending, and asset management. With no prior experience in real estate, Selby transformed a failing strip mall into a profitable venture, later transitioning into managing a portfolio of 300 homes.

[00:01 - 03:32] Opening Segment

• Blake shares his journey from owning a gym to becoming a private lender

• Blake's advice on mindset

Start young with small goals and take consistent action toward goals

[03:33 - 07:16] Take the Risk and Learn

• Take risks and try new things to learn something new

• Blake's story of getting CPR and Red Cross babysitters training certificate to get babysitting jobs

• Don't risk your capital in real estate; become valuable for someone else instead

[07:17 - 10:42] Closing Segment

• Witness the transactional mechanics of deals while making money

Connect with Blake:

Website: https://www.selbyrentals.com

Instagram: @selbyrentals

LinkedIn: Blake Selby

Key Quotes:

"Take the risk, try a new thing because even if you don't accomplish the goal that you had set out to accomplish, you may end up finding a nugget in there that you can take with you to your next thing." – Blake Selby

“If you do nothing, you're going to get nothing. It's just a fact.” – Blake Selby

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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How did a fitness enthusiast turn into a successful real estate investor and private lender?

Blake Selby leveraged his education to start a successful gym venture at a young age. He later sold this gym to fund a real estate startup, which has now grown into a flourishing business comprising acquisitions, private lending, and asset management. With no prior experience in real estate, Selby transformed a failing strip mall into a profitable venture, later transitioning into managing a portfolio of 300 homes.

In this episode, we discuss how adaptability, negotiation skills, strategic foresight, and an insightful understanding of one's strengths and weaknesses can drive you to success in the world of real estate investment.

[00:01 - 13:15] From a Struggling Gym to Strip Mall to 300 Single-Family Units

Blake Selby's entrepreneurship began by purchasing a failing gym, revamping its programming, and successfully selling it to a gym chain for a substantial profit.
Blake used creative strategies such as seller financing deals and no money down deals to purchase his first property - a strip mall with one paying tenant.
After successfully managing it, he increased its revenue from $2K to $9K per month.
How leveraging relationships can open doors for opportunities.
Recognizing when to exit can yield significant profits.

[13:16 - 27:25] Finding Your Why for Wealth Creation

How Blake successfully managed a large portfolio of rental properties by creating an in-house property management firm.
Blake found that being a property manager for others can offer additional business opportunities, such as wholesale deals, thanks to constant access to buyers and sellers.
Bugs, Thugs, and Drugs; Lessons on the challenges of property management.
Blake shares that his "why" for continuing in real estate is driven by a desire to gather wealth to explore other interests.
Recognizing and capitalizing on individual skills and strengths is crucial to success in any endeavor, and real estate investment is no exception.

[27:26 - 35:32] Optimize Your Returns with Private Lending

Diversifying into private lending can be a strategic move in an oversaturated real estate market.
Private lending offers an easier and potentially less risky avenue than traditional real estate investing if done conservatively and at scale.
Understanding and wisely choosing your lending parameters, such as loan-to-cost ratios, can ensure the safety of your investments and manage risk effectively.

Connect with Blake Selby

Website: https://www.selbyrentals.com

Instagram: https://www.instagram.com/SelbyRentals/

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

Key Quote:

“I've got some pretty lofty ambitions, goals, and things that I want to accomplish. It's really not even about the money itself; it's what the money allows you to do.” – Blake Selby

"I just have so many ideas, and I'm not going to be able to get them all done in one lifetime. So, I need like 20 lives so I can explore all these different things. Maybe by then, I'll be satisfied.” – Blake Selby

“There's more that I wanna do in this life besides real estate, but I do end up focusing on real estate as a vehicle for wealth creation." – Sujata Shyam

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Are you ready to tap into the limitless potential of your subconscious mind?

In this episode of Passive Income Unlocked, we discuss mindset with Sally Gimon. We get into her favorite book - The Power of Your Subconscious Mind by Joseph Murphy - and talk about how having the right mindset is essential for achieving your goals. Tune in now to learn more!

Sally has been an insurance agent for 20 years and has used her experience to make positive changes.

In July 2020, she bought a Bank Owned Property for $20,000 that would go to auction for $50,000 when Covid restrictions were lifted.

[00:01 - 04:00] The Power of Your Subconscious Mind

• Sally shares her favorite book

The Power of Your Subconscious Mind - Joseph Murphy

• How to think through difficult situations and come up with solutions

[04:01 - 07:35] Closing Segment

• Exercises to do before bed

The importance of working on your mind

Connect with Sally:

Website: https://www.thetrustisyou.com/

LinkedIn: Sally Gimon

YouTube: Sally Gimon

Key Quote:

“If you're not working on your mindset, you're just letting your mind atrophy and go away.” - Sally Gimon

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Looking to safeguard your assets and minimize your tax burden? Our guest Sally Gimon shares her expertise in spendthrift trusts, which can help avoid taxes on capital gains and shield from liability. She dives into how to set up a trust that can help high-income earners save money on taxes while protecting them from lawsuits and explores business and beneficial trusts.

Tune in to learn how setting up a trust could save you thousands in taxes while providing legal protection - it's an episode you won't want to miss!

Sally has been an insurance agent for 20 years and has used her experience to make positive changes. In July 2020, she bought a Bank Owned Property for $20,000 that would go to auction for $50,000 when Covid restrictions lifted.

[00:01 - 07:21] Opening Segment

• Sally shares her background in trust - specifically spendthrift trust

A way to avoid paying taxes on capital gains taxes and shield oneself from liability

• How Sally got into trust and why she started her own business

[07:22 - 14:46] How to Use a Trust to Defer Rental Income & Avoid Capital Gains Tax

• Helping everyday investors become knowledgeable in the tools used by the ultra-wealthy

• A trust can help defer rental income and reduce capital gains tax when selling properties

Trust cannot be used to pay for food, fun, and fashion

• How shutting down LLCs and transferring mortgages to trusts can save thousands of dollars in taxes

[14:47 - 22:01] Navigating Taxes

• The difference between business trust and beneficial trust

• Money in the trust cannot be used for food, fun, or fashion

• The two debit cards - one for oil changes and one for food/fashion

[22:02 - 29:03] Protect Your Assets and Save Money

• A trust can be used to save on taxes and keep information private

• Each person's income will come into their own bank account, and the trustees will not know what it is

The cost of a business trust or beneficial trust is $20,500, while both trusts together cost $37,000

[29:04 -33:41] Closing Segment

• What a revocable trust is

• How a trust can save money

Connect with Sally:

Website: https://www.thetrustisyou.com/

LinkedIn: Sally Gimon

YouTube: Sally Gimon

Key Quote:

"Spendthrift Trusts will save you federal taxes, keep your information 100% private and keep you from paying any judgments if you get sued." - Sally Gimon

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Are you interested in how a supportive community can help you reach your goals? Then join Joey Muré and learn the inspiring story of one of his members who has been working in and around the self-storage space for 25 years. Tune in to learn how having someone to help raise the lid of limitation can open up possibilities far beyond what you thought was achievable!

Joey Muré, Founder and Partner at Wealth Without Wall Street, brings impact, integrity, and generosity to the company every day. Joey’s strengths in building relationships, asking great questions, and influencing and empowering people with the Wealth Without Wall Street message make him invaluable to the company’s mission.

[00:01 - 04:11] Hear How One Investor's Mindset Changed His Life

• A story of a member of the community who had 25 years of experience in self-storage space

• How one person raised their lid and found success

From W2 Grind to self-employment

[04:12 - 07:02] Joey's Inspiring Story of Mindset and Possibility

• How community and mindset can give the confidence to step out

• Self-awareness is vital to expanding beyond limiting beliefs

• Get in a room with people who can help you expand your idea of what's possible

Connect with Joey:

Website: www.wealthwithoutwallstreet.com

LinkedIn: Wealth without Wall Street

Instagram: @wealthwithoutwallstreet

YouTube: Wall without Wall Street

Key Quote:

“There is so much abundance in this world that we are limited by what we've grown up around. But to have someone raise that lid for you, the sky's really the limit.” - Joey Muré

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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What if you could pave your path to financial freedom through intelligent real estate investing?

Today, Joey Muré shares his journey into intelligent real estate investing, which started when he realized he wanted a different future for himself. He explains how Infinite Banking allows people to take control of their money instead of blindly investing in mutual funds. Joey stresses how to use DiSC profiles to decide which investment is best for you. Tune in now!

[00:01 - 06:28] Opening Segment

• Introducing Joey Muré, co-founder and partner at Wealth Without Wall Street

• How Joey realized that he didn't want the future of working hard and not having time for his family

• The concept of infinite banking - Taking capital and putting it into your control

[06:29 - 12:38] The Benefits of Infinite Banking

• How infinite banking helps you access money to take advantage of deals and create passive income

• You can put large amounts of capital into a specifically designed life insurance policy

A policy that has no limits on what you can put in or use the funds for

[12:39 - 18:55] The Wealth Wall Street Platform

• How to unlock the benefits of tax-deferred and tax-free investing

Money grows tax-deferred and can be accessed tax-free

• How you can access 65-70% of your money immediately

• Why it is crucial to know what type of investor you are

[18:56 - 26:42] Closing Segment

• Discover your ideal passive income investment

What can help determine which investments are best suited for individuals

Connect with Joey:

Website: www.wealthwithoutwallstreet.com

LinkedIn: Wealth without Wall Street

Instagram: @wealthwithoutwallstreet

YouTube: Wall without Wall Street

Key Quotes:

“When you put money into 401ks and IRAs, and you're trying to pay down debt as fast as you can, you really shut off the creativity to be a good investor.” - Joey Muré

“It's not about just the rate of return; it's about what sort of investor you are.” - Joey Muré

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Want to learn how to excel in your career while maintaining a fulfilling personal life? Tune into this episode to hear from Nicole Durio, an expert in the mergers and acquisition space, as she shares her experience with making the most of her time while working and being a mother. Nicole explains how to prioritize your life to stay organized, how to use multiple journals to remember ideas, and how to think strategically about investments. Take advantage of this episode full of insightful tips from an experienced working mother!

Nicole Michelle Durio, CPA, has over 25 years of experience in accounting, financial reporting, advisory services, business consulting, CFO services, and internal and external auditing.

[00:01 - 04:14] Opening Segment

• A discussion on time management

The importance of work-life effectiveness and thinking time

• How thinking time allows for natural thinking and great ideas

[04:15 - 08:09] Keeping Journals and Prioritizing

• Keep journals all over your house to jot down thoughts and ideas

Compartmentalize life by prioritizing tasks

• How you can maximize your productivity

[08:10 - 13:03] Closing Segment

• Protecting time for deep work is essential for business success

Weekends should be used for relaxation to avoid burnout

Connect with Nicole:

Website: www.nicolemichelle.com

LinkedIn: Nicole Durio

Key Quote:

“Everybody has a different threshold for capital. So really taking time to think and strategize will literally eliminate half of your headaches.” - Nicole Durio

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Are you seeking to gain financial literacy and reach new heights of financial success?

In this episode, Nicole Durio shares her journey into financial and professional development coaching. She dives into the importance of creating multiple income streams, using joint ventures and alliances, having a Resource Allocation Plan (RAP), and taking advantage of tax benefits. Nicole offers advice on how to prioritize what will give the biggest benefit from a cash flow perspective and find innovative ways to reach financial goals. Learn how to become financially informed by tuning in now!

Nicole Michelle Durio, CPA, has over 25 years of experience in accounting, financial reporting, advisory services, business consulting, CFO services, and internal and external auditing.

[00:01 - 07:44] Opening Segment

• Nicole shares her background and work

Accounting, financial reporting, advisory services, and business consulting

• Nicole believes in organic learning and never turns down an opportunity to learn or look at a deal/investment

Providing financial coaching and professional development coaching

[07:45 - 15:28] Stop Budgeting and Start Allocating Resources

• You should prioritize what will give you the biggest benefit from a cash flow perspective

Focus on four streams of income

• The importance of understanding liquidity, equity, and sweat equity

• Stop budgeting and use a Resource Allocation Plan (RAP)

[15:29 - 23:23] Don't Get Caught Off Guard

• People shouldn't be relying on one source of income

• Why you should do tax planning at least three months before the tax year starts

• Strategies that can be implemented to reduce taxes owed

[23:24 - 27:28] Closing Segment

• Make sure your tax consultant can tell you at least three new things every year

Connect with Nicole:

Website: www.nicolemichelle.com

LinkedIn: Nicole Durio

Key Quotes:

“I just believe that education is a great liberator, and if people know better, they can do better.” - Nicole Durio

“Make sure in your business and your personal life, you live a life of no surprises.” - Nicole Durio

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Are you passionate about making a positive impact through purpose-driven investing? On today's episode, we talk to Toby Mathis about purpose-driven investing and how it provides much-needed housing for underserved areas of society. Get expert advice on using grant money and other social benefits for your investments, as well as tips on house hacking to increase net operating income. Don't miss this chance to learn from experts how to make the most of your real estate investments!

Toby Mathis is a 25-year tax attorney and founding partner at Anderson Advisors, whose career has focused on how to save money and how to make money. As a result of Anderson’s tax work with tens of thousands of successful investors, Toby has pieced together their methods to building wealth and now educates on the surprisingly simple processes.

[00:01 - 05:59] Opening Segment

• Purpose-driven investing and how investors can do that

• How individual investors can focus on something that matters to them

Tax benefits, social benefits, or emotional benefits tied in with housing

[06:00 - 11:46] From Trauma to Recovery

• Providing the National Association of Recovery Residents criteria for homes

• It costs much less to house them in a drug court setting

• Neighbors often embrace the idea of housing people in need

[11:47 - 16:17] Closing Segment

• How investors can get started with purpose-driven investing

Connect with Toby:

YouTube: Toby Mathis Esq | Tax Planning & Asset Protection

Website: Anderson Advisors

Instagram: @andersonadvisors

Facebook: Anderson Business Advisors

Key Quotes:

“You can go out and get grant money if you want. There are so many different opportunities when you decide to do social good.” - Toby Mathis

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Can you take control of your financial destiny and build a solid investment portfolio? Today, Toby Mathis provides insight on how to think long-term when it comes to investing and emphasizes the importance of cash flow. He outlines five categories of income that can be invested in passive income streams and shares tips on budgeting money wisely. Tune in as we explore these ideas further!

[00:01 - 07:03] Opening Segment

• How Toby has helped investors and small business owners for 25+ years

Individual properties ranging from apartment complexes to commercial to single

• Cash flow is the key for successful investors, not appreciation

[07:04 - 13:45] The Fool's Air of Appreciation

• People often fall into the trap of looking for appreciation due to impatience and wrong information

• Toby introduces his book"Infinity Investing."

How life treats you in terms of financial planning

• Most active traders lose money, while people who focus on cash flow tend to be more successful

[13:46 - 20:22] Unlocking the Secret to Financial Freedom

• five types of income to invest in for passive income

Rents, royalties, dividends, interest, and short-term capital gains on the sale of options

• Live off 70% of what you bring home, give 10%, pay down debt with 10%, and invest 10%

• Be patient and let investments mature and compound

[20:23 - 27:16] From Cash Flow to Legacy

• Single-family home market correlates more with the economy than commercial real estate

• How commercial real estate can be designed to operate through a down period

• 1.2 million new units are needed per year, but only half of that is being built

• Why small businesses need to be deliberate about budgeting and investing money

[27:17 - 34:04] Achieving Success Through the Two Mountains

• Focus on cash flow rather than raises or asset value

• Why Toby looks for companies that have been increasing dividends for at least ten years

• When investing in real estate, look for a positive cash flow of 6% or higher

[34:05 - 40:20] Closing Segment

• Believe it is possible to create a legacy that will last 200+ years

• Check outThe Second Mountain

Connect with Toby:

YouTube: Toby Mathis Esq | Tax Planning & Asset Protection

Website: Anderson Advisors

Instagram: @andersonadvisors

Facebook: Anderson Business Advisors

Key Quotes:

“Start spending more on your investments and live less. Let's just go take a look at your scenario and see where you're overpaying on things that we can immediately shift into the investing side.” - Toby Mathis

“You have to let your investments mature. You have to let them compound. You have to let them do what they're designed to do.” - Toby Mathis

“If you want to be happy, be a voracious giver and help other people, and you'll find satisfaction in that; that money just cannot buy.” - Toby Mathis

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Infinity Investing: How The Rich Get Richer And How You Can Do The Same

The Second Mountain: The Quest for a Moral Life

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What is the significance of having a morning routine, and how it can positively impact your overall productivity and success?

Our guest today is Scott Jacobsen, who discusses investing mindset and how it can help secure a successful future. He dives into the importance of having a morning routine and shares his own story and tips for creating a routine that works for you. He also talks about how you can incorporate activities so you can make the most of your day. Let's dive in!

Scott is the co-founder and Chief Operating Officer of the Roots Investment Community, a privately held Reg A REIT (Real Estate Investment Trust) focused on residential income-producing real estate. Thanks to Roots' groundbreaking innovative model, residents who rent their properties can build wealth side by side with other investors empowering them to Own While they Rent starting from the day they move in.

[00:01 - 03:55] Opening Success

• Scott talks about a book that made an impact on his life

Tribe of Mentors by Tim Ferriss

• Revealing commonalities such as morning routines and meditation

[03:56 - 07:38] Creating a Morning Routine That Works For You

• A look at how life changes can impact your daily habits

• Why your morning routine should be flexible and adaptable to life changes

Find a morning routine that works for you and your lifestyle

[07:39 - 10:11] Closing Segment

• What can help you to clear your mind

Connect with Scott:

Website: Invest with Roots

Instagram: @investwithroots

Facebook: Invest with Roots

Key Quotes:

"Take the lessons from people who've had so much success and then integrate them into your own life in a way that works for you." - Scott Jacobsen

“Once you hit the ground running, it doesn't slow down.” - Scott Jacobsen

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Ready to take your investment journey to new heights with real estate? In this episode, Scott Jacobsen dives into an innovative way to invest in this industry and stresses how you can benefit from rental income, asset appreciation, quarterly distributions, and cash flow from rent with the Roots REIT model. This episode is perfect for anyone wanting to learn more about rental investing and understand more about REITs before jumping into real estate investments.

[00:01 - 06:01] Opening Segment

• What allows residents and their projects to be owners while they rent

• Scott has been interested in real estate through family and friends and has owned REITs for 15 years

• How Roots Investment Company allows anyone to invest in their portfolio of residential property

[06:02 - 11:49] The Win-Win Model

• REITs have traditionally been reserved for wealthy, accredited investors

• Rents are rising, and inventory is decreasing, making it harder for most people

• Residents become investors in the REIT when they move in, with their deposit invested into the fund

Residents get a portion of their rent back each month as a rebate, and it is invested into the fund

[11:50 - 17:35] Invest in Real Estate with as Little as $100

• How residents are incentivized to take care of the property with their deposit growing at the rate

• Investment grows through rental income and appreciation of property value

• Fund is up 16% in the last 12 months and 29.7% since July 2021

[17:36 - 20:14] Closing Segment

• Low risk due to portfolio spread across 60-100 properties

• Recurring investments can be set up for easy savings and investing

Connect with Scott:

Website: Invest with Roots

Instagram: @investwithroots

Facebook: Invest with Roots

Key Quotes:

“We want to create an opportunity where anyone and everyone can build their wealth through real estate.” - Scott Jacobsen

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Want to conquer your fears and push past your limitations? Today, we’re talking to Tom Higgins about the habits and mindset necessary to make progress toward your goals. Tom explains why he enjoys training in Jiu-Jitsu: the physical and mental challenge, the sense of accomplishment from overcoming challenges, and how it positively impacts his demeanor. He reveals how his teacher recommended taking a cold shower before training as a way to learn how to overcome fear and hesitation.

Join us as we explore how Jiujitsu can be a powerful personal growth and learning tool!

Tom Higgins is the Co-Founder and Managing Partner of Terra Capital. Tom has developed and renovated over 2,000 multifamily units throughout the United States. As Co-Founder of Terra Capital, Tom has played a vital role in creating Terra’s innovative real estate investment strategies.

[00:01 - 04:23] Opening Segment

• Tom shares his experience of taking a freezing shower for 30 days

• What led him to take up Jiu-jitsu

A challenging grappling art that humbles you and tests your mind every day

[04:23 - 08:39] Overcoming Fear and Hardships Through Jiu-Jitsu

• How Jiu-Jitsu keeps Tom centered and willing to take on daily life challenges

• Jiu-Jitsu is a reshaping of understanding of the human body

It teaches you a lot about yourself in a life-and-death environment

[08:40 - 10:51] Closing Segment

• Why Tom prescribed taking cold showers as an exercise in overcoming fear and hesitation

Connect with Tom:

Website: Usaterra

Twitter: @tomchiggins

Bigger Pockets: Thomas Higgins

Key Quotes:

“It's really an amazing thing to see when you struggle, and you work out, and you sweat, how quickly, at least for me, that translates into happiness and confidence.” - Tom Higgins

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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How can investors mitigate risks and seize opportunities in challenging times?

Today, we'll learn about Tom Higgins's journey from an early passion for real estate to becoming a successful investor. He discusses his experience with commercial conversion projects and why he decided to go out on his own and start a real estate investment company. Tom stresses Terra Capital's strategy of investing in markets with strong underlying fundamentals and advises how to approach real estate investments during a credit crisis. Take advantage of this insightful conversation!

[00:01 - 07:33] Opening Segment

• Tom shares his journey growing up in New York City around real estate

His experience working for large national developers

• Tom has developed and renovated nearly 2,500 units to date

He started his career by doing commercial conversions of pre-war buildings

[07:34 - 16:09] Exploring the Benefits of Investing in Recession-Resistant Mini Multis

• Commercial buildings are challenging to convert into apartments

• How Tom started his own real estate investment company with a business partner

• Acquiring 2-15 unit multi-family properties off-market and renovating them to top-of-market standards

The bulletproof strategy

[16:10 - 24:00] Investing in Recession-Resistant Markets

• The benefits of vertical integration and pre-vetted investment opportunities

• The mini multi-strategy would not be nearly as effective without innovation and property technology

The firm is vertically integrated, providing its own property management services

• The focus is on investing in affordable/healthy markets and recession-resistant asset classes

[24:01 - 31:31] Tips for Real Estate Operators on How to Protect Their Investments

• Why Terra Capital invests in markets that are over-index in healthcare and education

Midwest has access to the highest multi-family yields

• Fed bailed out banks, but still risk with a long tail of retail banks and consumer confidence

• Why real estate operators should take a conservative approach

[31:32 - 39:35] Closing Segment

• Uncovering the levers operators can pull to bridge the gap in real estate investing

• Is multi-family less recession-resistant than other sectors?

• Ask your operators what they expect in terms of stabilized debt

Connect with Tom:

Website: Usaterra

Twitter: @tomchiggins

Bigger Pockets: Thomas Higgins

Key Quotes:

“When it comes to property management, we like to hire internally and really handle tenant communications to make sure that people are treated fairly.” - Tom Higgins

“We want to build a really deep foundation, and it's important for us to pick markets that have done well historically during the recession.” - Tom Higgins

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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By identifying which times of day they are most creative and productive, individuals can organize their affairs around it for maximum efficiency. This will help prevent time from evaporating and lead them to success.

Today's guest is Fred Moskowitz, a note-investing expert who has identified writing as a critical habit for success. In this episode, he talks about his daily writing practice and how it has helped him achieve greater success. He also delves into the importance of finding your own creative flow and time blocking. Listen and enjoy!

Fred Moskowitz is an educator and best-selling author who has trained countless investors from all walks of life to create their own passive income streams. Fred teaches the concept that individual investors can step into the lender's shoes through note investing and effectively "be the bank."

[00:01 - 04:55] Opening Segment

• Fred shares his habit of writing as a critical component of success

His experience writing his first book

• How to write through consistency

[04:56 - 09:26] Harness Your Creativity

• Time block on the calendar every day in the morning

• The importance of finding your zone of flow and creativity

• Everyone is different, so figure out natural tendencies and use time blocking to get things done

[09:27 - 12:34] Closing Segment

• Exercise: Track all activities for two weeks in 10 or 15-minute chunks

Connect with Fred:

Website: Fred Moskowitz

Instagram: @thefredmoskowitz

Phone: Keyword MONEY to 215-461-4433

Download Fred’s special report on note investing at https://www.giftfromfred.com/

Resources Mentioned:

The Little Green Book Of Note Investing

Key Quotes:

“Find the time when you are in your mode of flow and creativity, and then organize your affairs all around that.” - Fred Moskowitz

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

The Little Green Book Of Note Investing: A Practical Guide for Getting Started with Investing in Mortgage Notes

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Investing in notes can be a great way to earn higher returns, but it requires hands-on work and dedication to ensure success.

In this episode, Fred Moskowitz shares his journey of realizing he was too dependent on his paycheck and turning to alternative investments for cash flow. He dives into the scalability of note investing, the different types of notes available in the market, and their risk levels. Fred discusses whether investing in individual notes or note funds might be more suitable depending on an investor’s time availability and risk profile. Tune in now for all this information and more!

Fred Moskowitz is an educator and best-selling author who has trained countless investors from all walks of life on how to create their own passive income streams. Fred teaches the concept that individual investors are able to step into the shoes of the lender through note investing and effectively "be the bank."

[00:01 - 08:26] Opening Segment

• Fred Moskowitz shares his background of transitioning from a computer engineer to note investing

How he realized he was too dependent on his job and wanted to build other income sources

• How Fred explored different alternative investment styles and found note investing appealing

Notes are bought and sold at a discount depending on the risk taken

[08:27 - 17:04] Investing in Residential Property Notes

• How to make money and scale your investments

• What allows lenders to recapitalize and originate new loans quickly

• Notes are bought and sold every day, sometimes going through multiple owners

Investors buy discounted notes for liquidity purposes

[17:05 - 25:56] The Benefits of Scalability and Risk Management

• How investing in notes can yield higher returns than traditional investments

• There are multiple ways to access capital for note investing

The risk of note investing depends on the type of note and the investor's risk tolerance

• An excellent option for passive investors who don't want to be involved in the management of the notes

[25:57 - 33:52] Closing Segment

• Loan servicing companies manage the day-to-day operations of the note for a low fee.

• Note investing is scalable and requires hands-on work to

Connect with Fred:

Website: Fred Moskowitz

Instagram: @thefredmoskowitz

Phone: Keyword MONEY to 215-461-4433

Download Fred’s special report on note investing at https://www.giftfromfred.com/

Resources Mentioned:

The Little Green Book Of Note Investing

Key Quotes:

“I came to this realization that no matter how good of an employee I was or how valuable of an employee I was, I could quickly lose my job through no fault of my own.” - Fred Moskowitz

“When you have a good reputation in the industry, you do what you're going to say you're going to do, and you deliver on what you promised.” - Fred Moskowitz

“No matter what you're doing, always invest in yourself. It's the best investment that you can make.” - Fred Moskowitz

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Are you prepared to take calculated risks and leverage your assets for long-term prosperity?

In this episode, Brian Penn stresses the importance of taking a measured approach to investing in real estate and avoiding overextending oneself. He shares an example of someone who had gone "whole hog" into real estate and had to buy his house out of foreclosure. His advice is to make sure every deal works in a positive way for you, cash flow at least breakeven, and get tax deductions at the end of the year. Brian touches on the importance of taking measured risks to avoid ending up penniless and stresses the importance of leveraging assets into appreciating ones. Let's dive in!

[00:01 - 04:04] Opening Segment

• The importance of taking a measured approach to investing in real estate

• It is possible to make a lot of money in real estate, but it is also possible to lose a lot of money if overextended

• Be aware of having enough reserves and not acting like a mortgage broker without a license

[04:05 - 08:15] Mitigating Risks and Understanding Exposure

• Have a plan B and C to understand your level of exposure

• Mitigate risks by understanding the sides of those risks

Be aware of asset classes that are more exposed to market dynamics

• Don't go "hog wild" and take significant risks

[08:16 - 11:04] Leveraging Assets and Mitigating Risk to Avoid Dying Penniless

• Brian shares his investment philosophy

• How Brian's grandfather made a fortune in mattresses but ended up penniless

• How to leverage what you have into an appreciating asset

[11:05 - 13:53] Closing Segment

• Make sure to check Real Estate Success For You

• International and Chinese real estate investment

Connect with Brian:

Website: Real Estate Success 4 U

Key Quotes:

“If you don't take a very measured approach to investing in real estate, you can get hurt very badly.” - Brian Penn

“Be prepared for the bad times. It's probably not going to happen that often, but it will happen to you.” - Brian Penn

“If you can find a way to leverage what you have into an appreciating asset instead of a retirement pension, you're going to do better off in the long run.” - Brian Penn

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Have you ever wondered what it takes to invest in real estate?

This episode features an in-depth conversation with Brian Penn, a seasoned real estate investor since 1995. He shares his strategies for success and the importance of adapting to the ever-changing market. He provides insight into the challenges and opportunities available today in real estate investments and advises on how to get started. He suggests ways to invest without money and recommends looking for rundown properties and networking at real estate investment clubs. Tune in for a detailed conversation packed with valuable advice on how to start or grow your real estate investments!

[00:01 - 07:18] Opening Segment

• Brian's background in real estate investing

• The markets are constantly changing, so education is critical to success

• The importance of adapting, improvising, and overcoming obstacles in real estate investing

[07:19 - 13:57] Unlocking the Possibilities of Real Estate Investing

• TheReal Estate Investing for Beginners book

Understanding the different ways one can invest in real estate

• Two types of investing: hands-on and hands-off

• Join real estate investment clubs to meet other investors and learn more about it

[13:58 - 21:01] Discovering Your Motivation

• How self-awareness can help you succeed in real estate investing

• Most real estate is talking to people and understanding their problems to find a solution

• Self-awareness is essential to determine which direction you take in real estate investing

• Land investing provides an intriguing space with less competition than other verticals

[21:02 - 33:32] Closing Segment

• The impact of China Evergrande collapse on US investors and how to respond

• Tax liens and bird-dogging are two ways to invest in real estate without having a lot of money

• What will have an impact on the world's economy, and US investors need to respond accordingly

Connect with Brian:

Website: Real Estate Success 4 U

Key Quotes:

“The more self-aware of what your motivations are, the easier it is for you to choose a path." - Brian Penn

"You adapt to the environment, and then you improvise whatever you need to do or learn, and then overcome the obstacles that are in your way.” - Brian Penn

“You have to be really honest with yourself, and that'll determine what direction you take off or go in real estate investing.” - Brian Penn

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Are you near retirement or already retired and wondering how to protect your investments from market drops?

In this episode, we're exploring macroeconomics and the current interest rate environment with Anthony Saccaro. We'll learn why investors with 20+ years of accumulation should look towards dollar cost averaging through retirement plans, while those closer to retirement should focus on generating income. Anthony will discuss why it's essential to plan for retirement by living off income and paying close attention to the Federal Reserve. Let’s dive in!

Anthony Saccaro, ChFC®, J.D., is the founder and president of Providence Financial and Insurance Services, a Registered Investment Advisory (RIA) firm. With over 20 years of experience in the financial services industry, Saccaro provides investment and retirement strategies to pre-retirees and retirees by helping them efficiently plan and work toward achieving their financial goals for their later years.

[00:01 - 03:52] Opening Segment

• Macroeconomics and what's happening in the US economy

Inflation is high at 6.4%, but unemployment is at an all-time low of 3.4%

• The benefits of dollar cost averaging and living off interest and dividends

Dollar-cost averaging is buying the same investments over and over again

[03:53 - 07:34] Investing for the Long-Term

• Experts think that the market could go down another 20 or 30% or more

• Volatility of a downward decline in the market helps if you're putting money in

• If you have less than 20 years, focus on investing for income rather than growth

• Live off interest and dividends instead of selling shares to get income

[07:35 - 13:00] Closing Segment

• Small payments of principle over time can make the million dollars disappear

Don't run out of money before life ends

• Value of portfolio dropping doesn't matter if living off the income

Connect with Anthony:

Website: More Life than Money

Key Quotes:

" If you're invested for growth, you're eating the chickens. If you're invested for income, you're eating the eggs." - Anthony Saccaro

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Do you want to maximize your retirement years without worrying about finances?

Today, we are joined by Anthony Saccaro - a chartered financial consultant and estate planning attorney - who shares his experience helping retirees invest right for their stage of life. Anthony emphasizes investing for income and dividends rather than growth to avoid selling shares and running out of funds. He dives into why diversifying investments across asset classes, geographies, and operators is essential for downside protection and conservative underwriting. Anthony explores why Social Security is so important for American retirees and how millennials should plan ahead and invest in real estate. Listen and enjoy!

Anthony Saccaro, ChFC®, J.D., is the founder and president of Providence Financial and Insurance Services, a Registered Investment Advisory (RIA) firm. With more than 20 years of experience in the financial services industry, Saccaro provides investment and retirement strategies to pre-retirees and retirees by helping them efficiently plan and work toward achieving their financial goals for their later years.

[00:01 - 07:07] Opening Segment

• Retirement years can be stressful due to volatility in the economic climate and wrong investments

• The accumulation phase (putting money in) and distribution phase (taking money out)

• Invest for income, interest, and dividends instead of growth

Change lifestyle for the better with more income coming in

[07:08 - 14:17] Investing for Growth and Tax Efficiency

• Investing for growth and not taking money from portfolio to get income

• How retirees often shrink their lifestyle to match their income

• A software used to uncover information such as future tax increases

• Investing for income vs. growth and social security strategies

[14:18 - 21:19] Don't Let What You Don't Know Hurt Your Retirement

• Stress testing portfolio to see how it would have done in the 2001 tech crash and 2008 financial crisis

• Anthony introduces his More Life Than Money book

Making sure retirees have enough money to last their life

[21:20 - 27:47] Maximizing Your Retirement Benefits

• How to determine the best way to take Social Security for an individual

Without Social Security, 40% of retirees would be in poverty

• Millennials should not count on Social Security, but it will be there

• The worst-case scenario is a 21% reduction in 2034 if no changes are made

[27:48 - 30:48] Closing Segment

• Why real estate is the best investment for a 20 or 30-year-old

Capital appreciation, tax benefits, and inflation adjustment

Connect with Anthony:

Website: More Life than Money

Key Quotes:

"Instead of shrinking your retirement dreams to match your income, you should increase your income to match your dreams." - Anthony Saccaro

“If your future plans depend on what your investments do or depend on what the stock market does or what the economy does, you're invested wrong.” - Anthony Saccaro

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Are you interested in learning how to prioritize your time and dedicate specific blocks to deep work for maximum results?

In this episode, we are joined by Caleb Johnson, a 25-year-old multi-family real estate investor who has achieved great success through his commitment to mindset and strategy. He shares his one habit that has led to continued growth and success in his career - time-blocking. He stresses the importance of dedicating specific chunks of time to deep work without distractions, allowing maximum productivity and progress toward your goals. Let's dive in!

[00:01 - 04:30] Opening Segment

• What has helped Caleb make progress toward his multi-family syndicator journey

The habit of time blocking for deep work and avoiding distractions

• Make sure to be diligent about time blocking

[04:31 - 08:46 ] Closing Segment

• What Caleb is focusing on with his time blocks

• Why Caleb is interested in diversifying into swing trading

Having the flexibility to work

Connect with Caleb:

Website: Red Sea Capital Group

LinkedIn: Caleb Johnson

Instagram: Red Sea Capital Group

Key Quotes:

"Be diligent about the time blocking and make sure not to bring other little things in the mixture of that." - Caleb Johnson

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

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Are you seeking inspiration to take your real estate investing to the next level?

In this episode, we speak with Caleb Johnson, a multi-family syndicator who went from zero to five offerings closed in just 12 months despite being only 25 years old. Caleb shares how he started real estate investing and achieved such quick success. He emphasizes the importance of being conservative in due diligence and having a solid team, including property managers, to ensure success.

Please tune in and explore valuable insights into what it takes to succeed in real estate investing!

[00:01 - 06:28] Opening Segment

• Caleb's journey as a multi-family syndicator

His story of going from zero to five offerings closed in 12 months at age 25

• He found a mentor through a chance encounter and read Robert Kiyosaki's books

Making his first investment in a fourplex

[06:29 - 12:54] Real Estate Investor Shares Strategies for Sourcing Deals in the 2023 Market

• How Calen has grown his portfolio to focus on 50+ unit apartment buildings in landlord-friendly states

• Sourcing deals involves building relationships with brokers and property managers

The importance of being persistent and consistent in outreach efforts

• Underwriting is currently challenging due to high-interest rates and sellers' reluctance to lower prices

[12:55 - 21:59] Closing Segment

• Seller's expectations are out of line with the market, making it hard to buy

• Investors should be conservative in due diligence and watch for red flags in the operator's projections

• Having a good team behind you is crucial for success in real estate investing

Connect with Caleb:

Website: Red Sea Capital Group

LinkedIn: Caleb Johnson

Instagram: Red Sea Capital Group

Key Quotes:

"Having a team is huge and crucial. So make sure that you have a good relationship and feel comfortable with them." - Caleb Johnson

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com,or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Do you want to learn how understanding your natural tendencies can help you succeed in business?

Today, Richard Canfield, an infinite banking expert, shares his insights on the Kolbe A (TM) Index and how it can transform your approach to investing. He covers various topics, from prioritizing tasks based on natural tendencies, ways to communicate effectively with others, and the benefits of leveraging one’s strengths for success. Learn how Kolbe Index can help you become a more productive and successful real estate investor!

As an Amazon Bestselling Author, Podcast Host, and Authorized Infinite Banking Practitioner, Richard is passionate about putting people in the driver’s seat of their financial life and creating durable, dependable, generational wealth. They work with families, business owners, and Real Estate Investors to strategize how to keep more hard-earned money flowing through their hands over a lifetime.

[00:01 - 04:45] Opening Segment

• The Power of Kolbe A (TM) Index

A way to understand natural superpowers and improve productivity

• How to interpret natural, intuitive ways of completing tasks

• How starting the day with a not doing list can help filter through ideas and prioritize tasks.

[04:46 - 08:33] Closing Segment

• An effective way to measure how individuals initiate action and handle tasks

• Understanding your instincts can be a superpower in problem-solving

• Why Richard recommends everyone have an in-depth knowledge of their Kolbe A (TM) IndexConnect with Richard:

LinkedIn: Richard Canfield

Website: 7 Steps

Podcast: Wealth Without Baystreet

Key Quotes:

“Understanding how you operate in the world allows you to communicate differently with your loved ones and business partners to show them how your instinctive abilities can help solve problems that might arise in your life.”- Richard Canfield

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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How can you accumulate wealth without relying on external factors?

In this episode, our host speaks with Richard Canfield, who shares his story of discovering the infinite banking concept and how it can help anyone achieve financial freedom. He takes us through the benefits of private lending on mortgages and unlocking potential in government-sponsored plans. Richard also delves into how investing in an insurance policy for passive income can be an excellent option for those looking to accumulate wealth without relying on external factors. Tune in and get valuable insights into how anyone can achieve financial freedom through intelligent real estate investing and clever money management techniques!

As an Amazon Bestselling Author, Podcast Host, and Authorized Infinite Banking Practitioner, Richard is passionate about putting people in the driver's seat of their financial life and creating durable, dependable, generational wealth. They work with families, business owners, and Real Estate Investors to strategize how to keep more hard-earned money flowing through their hands over a lifetime.

[00:01 - 06:18] Opening Segment

• Richard breaks down the infinite banking concept

How he helps people achieve financial freedom and build generational wealth

• How Richard got interested in the real estate industry

Learning about private lending and became fascinated by mortgage amortization

[06:19 - 12:49] Discovering the Power of Infinite Banking:

• Infinite banking is a concept, not a product or investment strategy

How to proactively manage your finances throughout your life

• Banks have a profitable business model, and becoming a bank allows you to benefit from that model

• How you can have a peaceful, stress-free financial life

[12:50 - 20:00] How to Become Your Own Banker and Take Control of Your Financial Future

• Infinite banking is about optimizing the flow of money in and out of your life

Money comes in from earned income and goes out to pay for various expenses

• Richard discloses the most efficient vehicle for infinite banking

• The advantages of setting up a policy

[20:01 - 27:21] Building Wealth and Securing Your Future

• Insurance policy cash value follows the death benefit and increases every day to reach the target

• Death benefit increases with voluntary capital addition, and cash value automatically grows to match it

Putting in more capital can increase both death benefit and cash value

• Policy loan is available to access money from the cash value

[27:22 - 34:00] Understanding the Tax Benefits of Insurance Contracts for Passive Income Growth

• How policy size and contribution amount affect access to a cash value

Multiple policies may be necessary due to limitations on the accumulation of capital in one policy

• Contributions are made with post-tax money, but growth is tax-exempt

• Access to capital can be tax-free through collateralization

[34:01 - 41:31] Closing Segment

• The ability to access a policy loan is a contractual right of the policy owner

• How you can have money operating in two places at once, all protected by tax-free death benefits

Connect with Richard:

LinkedIn: Richard Canfield

Website: 7 Steps

Podcast: Wealth Without Baystreet

Key Quotes:

"Every liability is someone else's asset, and every asset is someone else's liability." - Richard Canfield

"The cash value is the present value of a future death benefit." - Richard Canfield

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Are limiting beliefs holding you back from achieving your investment goals?

In this episode, Senate Eskridge shares with us the importance of having the right mindset when it comes to investing. Senate emphasizes that limiting beliefs is investors' biggest challenge and encourages them to think outside the box. He delves into how shifting spending habits and prioritizing what you value can significantly impact your success and touches on side hustles and businesses as additional sources of income.

This conversation emphasizes the importance of investing additional funds to maximize their potential; you want to take advantage of it!

[00:01 - 04:00] Opening Segment

• Limiting beliefs is the biggest challenge for investors

Think outside the box and imagine anything is possible

• How to shift spending habits to achieve financial goals

[04:01 - 07:54] Begin with the End in Mind

• Focusing on goals with emotional attachment leads to a greater willingness to accomplish them

• Money is not the only thing that matters in life

• People can shift their spending habits to save for future goals

[07:55 - 10:44] Closing Segment

• How side hustles and businesses can help increase income

A person who is making $250 an hour walking dogs on weekends

• It's essential to increase income and invest it wisely

Connect with Senate:

Website: Senate Eskridge

LinkedIn: Senate Eskridge

Key Quotes:

"Anything the mind can believe, it can achieve." - Senate Eskridge

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Are you looking for ways to diversify your investment portfolio without adding additional responsibilities?

Today, we welcome Senate Esridge, a financial advisor turned multi-family investor and coach, who shares his expertise on becoming a passive real estate investor without buying an apartment building. He discusses his goal of becoming a full-time passive investor and how he plans to achieve it while diversifying his portfolio. Senate highlights potential avenues for generating semi-passive income or starting a business to support long-term passive investment goals and stresses the importance of feeling confident and secure in investments.

Join Senate and Suja while they share their experiences with market volatility while emphasizing the need for strategic and informed investment decisions that align with one's individual goals!

[00:01 - 06:11] Opening Segment

• Senate shares how he got involved in real estate investing

His experience with single-family homes and multi-family apartments

• How he helps passive investors to diversify their portfolio

[06:12 - 12:14] Tips for Achieving Passive Income through Real Estate Investing

• How to dump profits from your active investments into passive investments

• People's goals often include creating $10,000/month in passive income within ten years

• How Senate helps people determine their risk tolerance and needs for income

Younger investors may be interested in appreciation, while older investors prioritize cash flow

[12:15 - 18:01] Maximizing Passive Income

• Setting up short-term rentals requires a lot of work and systems

Systematizing and automating a business can lead to passive income

• People can find money in dormant 401ks, IRAs, savings bonds, and equity in other properties

• Maximizing current income can help accelerate investment goals

[18:02 - 23:58] Understanding the Four Types of Returns in Real Estate Investing

• Real estate syndications are a good vehicle for investment with the right person and deal

• The importance of education in understanding returns and blending cash flow

• Four types of returns

ROI (return on investment), ROE (return on effort), ROE (return on equity), ROS (return on stress)

[23:59 - 27:17] Closing Segment

• Return on stress is crucial as it affects sleep and peace of mind

• Education helps investors feel confident in making investments and mitigating risks

Connect with Senate:

Website: Senate Esridge

LinkedIn: Senate Esridge

Key Quotes:

"Be authentic to yourself and true to what you say." - Senate Esridge

"It doesn't matter how much money you make; if you can't sleep at night, then it's not worth it." - Senate Esridge

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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How can focusing on small improvements lead to exponential growth in your real estate investments?

In this episode, we're joined by Mark Ritter, a seasoned investor and entrepreneur who has successfully built his real estate empire. Mark believes that success in real estate investing depends on consistent effort toward all the little pieces that lead to wins. He emphasizes the importance of cooperation and building relationships in business. Having worked in the credit union industry, he knows firsthand the value of listening to clients and solving their problems to build loyalty rather than trying to fix everything at once. Tune in and discover why having open relationships with competitors can lead to more opportunities and better outcomes for everyone involved!

Mark Ritter is the CEO of MBFS and an expert in all things credit unions. MBFS is owned by 13 credit unions and works with over 90 credit unions to bring together real estate investors and their credit union partners.

[00:01 - 04:40] Opening Segment

• Focus on incremental improvement rather than swinging for home runs

• Consistent effort towards goals leads to compounding growth

The real estate investing industry

[04:41 - 09:33] Coopetition and Good Relationships Key to Success in Business

• Building good relationships with colleagues and competitors can lead to big wins

• Coopetition model can lead to referrals and increased loyalty from clients

• Understanding and open relationships with competitors can be helpful in complex transactions

[09:34 - 11:10] Closing Segment

• Why helping others get the best transactions is a priority

Connect with Mark:

Website: MBFS

LinkedIn: Mark Ritter

Key Quotes:

"What has helped me out most throughout the years is focusing just on getting one piece of my business better, one piece of me better, and over time it just becomes exponential growth." - Mark Ritter

"Every day, you either get better or worse, but you never stay the same." - Mark Ritter

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Are you curious about how credit unions are changing the lending landscape? In this episode, Mark Ritter shares his expertise on how credit unions can benefit real estate investors. He discusses how people are starting to move back to urban areas, leading to a leveling out between major urban and suburban areas. Mark advises borrowers who anticipate stress in their portfolio to talk with their lenders before falling behind on payments and touches on the risks associated with large, single-tenant office spaces in today’s remote work environment. This episode is packed full of insights into current trends and challenges facing real estate investors today. Tune in to learn how credit unions can be an excellent option for your next investment property!

[00:01 - 08:37] Opening Segment

• CEO of MBFS, Mark Ritter, discusses credit unions and their role in real estate investing

• How credit unions prioritize relationships and offer fair, accurate, and friendly terms and conditions

Being more flexible in who they can lend to and offering no prepayment penalties

• Having conversations with investors to create a structure that makes sense for both parties

[08:38 - 17:20] Credit Unions Shift Towards Community-Oriented Lending

• Credit unions have become more broad-based and community-oriented compared to the past

• How inflation has put pressure on depository financial institutions for liquidity needs

• Housing continues to be tight, especially in areas where populations have boomed

• Micro-level market analysis is essential when considering property acquisition or refinancing

[17:21 - 25:56] Potential Risks in Commercial Real Estate Market

• Urban areas are seeing a leveling out with suburban and smaller city areas

• When shopping for a lender, understand their financials and liquidity position

• If anticipating loan payment stress, talk to your lender face-to-face before delinquency

Pay taxes first and keep lines of communication open with lenders

[25:57 - 29:27] Closing Segment

• Large single-tenant office spaces pose the most risk in today’s market

• Tenant diversity is vital in minimizing vacancy risk in commercial properties

Connect with Mark:

Website: MBFS

LinkedIn: Mark Ritter

Key Quotes:

“If you’re rich and have good credit and your portfolio’s perfect, you can walk in anywhere and get money.” - Mark Ritter

“Our success is dependent on you succeeding.” - Mark Ritter

“We want to make sure that the structure and the deal makes sense for now and in the future.” - Mark Ritter

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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In this episode, Steve Keller, an expert in the specialized trust arena, shares a unique habit that has led to his continued growth and success in achieving his goals. He talks about how having conversations with himself, as if he has already achieved his goals, has helped him understand what it will feel like to achieve them. It's a fascinating conversation that will inspire you to think differently about goal-setting and visualization. So sit back, relax, and let's dive into the show.

Steve Keller is on a mission to empower business owners with the knowledge and resources they need to use specialized trusts to legally reduce tax liability, safeguard their most valuable assets, and establish a generational legacy for their families.

[00:01 - 04:08] Opening Segmnet

• One habit that has led Steve to continued growth and success

• Talking to himself a lot and out loud

• How Steve figured out that habit was working

[04:09 - 08:33] Closing Segment

• How it feels to tell somebody about your goals

• The power of visualization and dreaming bigger

• Getting things out of your head and out into the world

Connect with Steve:

Website: Steve Keller Consulting

Key Quotes:

"Train your brain and yourself to understand what it’s going to feel like when you achieve your goals." - Steve Keller

WANT TO LEARN MORE?

Connect with me throughLinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Are you looking to protect your most valuable assets, mitigate almost all of your tax liability, and create a generational legacy for you and your family?

In this episode, Steve Keller shares his journey and how he learned about using specialized trusts to reduce tax liability and safeguard assets. He explains the benefits of trusts and how they have been used by wealthy families and politicians for centuries. Steve discusses a specialized trust that can be used to mitigate tax liability and highlights the benefits of using a specific type of trust to defer capital gains and passive income tax liability. Let’s dive in!

[00:01 - 07:08] Opening Segmnet

• Steve's background in sports TV and his transition to owning crime scene cleanup companies

• How to use specialized trusts to reduce tax liability and safeguard assets legally

• Wealthy families have been using trusts for hundreds of years for tax benefits and other advantages

[07:09 - 13:53] Specialised Trust Consulting

• How specialized trusts can help mitigate tax liability for business owners and investors

How specialized trusts can work in different industries

• Trusts are set up based on individual situations and needs

• Trusts allow for tax deferral similar to a 1031 exchange without stipulations

[13:54 - 20:30] How to Defer Taxes and Maximize Your Wealth with a Trust

• Personal assets can be sold to the trust to turn personal expenses into trust expenses

Food, fun, and fashion are typically not considered trust expenses

• Capital gains from buying and selling real estate within the trust are tax-deferrable

• Assets can be sold to the trust at a cost basis to avoid personal tax liability

[20:31 - 27:13] Using a Trust to Defer Taxes on Real Estate Investments

• Trust can sell assets for any price without capital gain tax

Capital gains can be deferred within the trust ecosystem

• Income from assets owned by the trust is tax-deferred until it exits the trust

• Trust ownership allows for wealth transference and tax deferral across generations

[27:14 - 33:22] How to Defer Capital Gains and Passive Income Tax Liability

• Certain trusts can defer capital gains and passive income tax liability if allocated to the corpus

• The deferral allows for money to be set aside in the trust without being distributed or taxed immediately

• Why deferral is beneficial for syndication investments

[33:23 - 39:40] The Benefits of a Trust for Wealth Transference and Asset Protection

• It's essential to educate oneself on the process and work with professionals to ensure compliance

• Asset protection is achieved by selling personal assets to the trust

• Irrevocable trusts offer better asset protection than living trusts or LLCs

[39:41 - 43:10] Closing Segment

• Wealth transference is achieved without triggering taxable events

• How trusts can stay in place for generations with proper management

Connect with Steve:

Website: Steve Keller Consulting

Key Quotes:

“Own nothing but control everything.” - John Rockefeller

"I can sleep better at night knowing that my most valuable assets are protected from somebody coming after me personally." - Steve Keller

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Are you tired of feeling like you never have enough time for what matters most to you? In this episode, Josh Andrews discusses impactful books that can help investors gain perspective on historical events and make better decisions. The conversation focuses on two books by Frederick Lewis Allen: "Only Yesterday," which provides an informal history of the 1920s, and "Since Yesterday," which continues the story through the Great Depression and World War II. This realization can help investors focus on what's important and let go of the noise in today's news. The conversation also mentions "The Rational Optimist" by Matt Ridley, which argues that we are living in the best time in history. So if you're ready to unlock the doors to passive income investing and start living your best life, tune in to this episode of Passive Income Unlocked today!

[00:01 - 04:06] Opening Segment

• Mindset is crucial for success in investing and entrepreneurship

• Joshua shares his personal why for investing: time, freedom, and family

• Check out Only Yesterday & Since Yesterday by Frederick Lewis Allen

[04:07 - 10:16] Closing Segment

• The concerns of the past are similar to those of today

• Let go of unnecessary worries and focus on what's important

• Check out The Rational Optimist by Matt Ridley

Connect with Joshua:

Website: Paper Profits Investors

Key Quotes:

“I think mindset's a really important thing because we are going in life in general encounter obstacles and we need something inside ourselves or reason to draw from when we encounter that.” - Joshua Andrews

"Things are getting markedly better in our lives; this is the best time to be alive." - Joshua Andrews

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

The Rational Optimist: How Prosperity Evolves

Only Yesterday: An Informal History of the 1920s (Harper Perennial Modern Classics)

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If you are a busy professional and a passive investor, you might want to consider adding Mortgage Notes to your portfolio. This asset class is secured by property, provides consistent cash flow, and ability for compounding interest. It can also be easily liquidated.

In this episode, we are joined by Joshua Andrews, a seasoned mortgage note investor with years of experience in the industry. He takes us on a journey from his days as a loan officer to becoming a full-time investor and shares his insights on note investing, specifically non-performing and performing loans. The conversation revolves around the difference between first and second-position loans, how they decided to focus on notes instead of real estate, and the impacts of macroeconomic conditions on notes. Joshua offers a free copy of his book Paper Profits, which delves deeper into note investing methodology. If you're seeking stable, predictable income and diversification in your portfolio, this episode is for you!

[00:01 - 07:13] Opening Segment

• Joshua shares his background and journey into the real estate space

• Navigating the world of non-performing notes and performing loans

The process of buying non-performing loans at a discount

[07:13 - 14:07] An Investor's Perspective During a Recession

• How investing in notes provides consistent income and can be replicated easily

• The importance of earning, investing, and repeating to build a passive income portfolio

• The impact of macroeconomic conditions on notes is not discussed in detail

[14:08 - 21:35] Understanding the Discounted Sale of Performing Mortgage Notes

• Performing notes are easier to manage and have less risk than non-performing notes

• Buyers of performing notes include funds, high-net-worth individuals, and banks

• The macroeconomic conditions that may affect the market for notes

Inflation, changing real estate prices, and interest rates

[21:36 - 28:58] Closing Segment

• The importance of collateral value and inflation in note investing

The collateral value fluctuates but only matters when taking possession of the property back

• Notes investing is good for diversifying portfolios, stable and predictable income, and patient investors

Connect with Joshua:

Website: Paper Profits Investors

Resources Mentioned:

Paper Profits: A beginner’s Guide

Key Quotes:

“I'm a big believer in not going all in on any one thing, no matter how good that seems.” - Joshua Andrews

“I think the right path is as you're earning, whether it's a day job or whatever that cash flow stream is, putting that into more passive, whether it's real estate or whatever else you want.” - Joshua Andrews

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Have you ever wondered how successful investors manage to navigate through economic recessions? In this episode, Matt Ryan, a developer & experienced investor, emphasizes the need to stay humble and mindful when investing and the consequences of one bad investment. He highlights the importance of staying aware of one’s capacity and expertise when investing. Let’s discover why overnight success often takes at least ten years!

Matt started his first company in 2010 in Charlotte, NC, focusing on energy efficiency and green building in residential and light commercial buildings. He did this after learning that a mere 3% reduction in energy demand would mitigate the need for a controversial coal plant in his home state of South Carolina.

[00:01 - 03:55] Opening Segment

• Understanding what you don’t know about a particular business or investment

• How one lousy deal can sink you for life

Always be aware of what you are missing in a deal

[03:56 - 07:32] Staying Humble and Curious

• The key to downside protection in investment deals

Be willing to put in extra time and diligence

• Stay humble, keep inquiring, and look for reasons not to do a deal

[07:33 - 14:16] Closing Segment

• The importance of viewing obstacles as opportunities for growth

• Overnight success often takes 10+ years

Connect with Matt:

Website: Re-viv

FB: Re-viv

TWT: @Re-viv

Key Quotes:

“The interesting thing about real estate is that you farm out so much of what you do.” - Matthew Ryan

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website,www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Are you curious about the co-living and micro-apartment development trends? In this episode, a successful real estate investor, Matt Ryan, delves into what it takes to be a good operator when running a co-living space and why affordability is critical for Gen Zs entering the marketplace. He talks about the challenges he faced finding a property management company and shares how he has since been investing in co-living and micro-apartment developments. Tune in now for this inspiring conversation about taking consistent action toward your goals and dreaming big!

[00:01 - 06:46] Opening Segment

• Matt's background in energy efficiency implementation, house hacking, and real estate

Matt's first real estate project

• How Matt was encouraged to pursue entrepreneurship instead of working for someone else

[06:47 - 13:01] Understanding the Co-Living & Microliving Market

• Buying a property and putting $35,000 back into it

Implementing energy efficiency and green building

• Matt explains what co-living means and how it took a hit during covid

[13:02 - 19:45] Outperforming During Covid

• The why behind co-living is affordability, accessibility, and the ability to have a frictionless experience

Better operators and operators with better assets were more insulated from market shifts

• Gen Zs are facing economic recession, high housing prices, and a lack of affordability

[19:46 - 26:04] Managing Co-Living Spaces

• Self-respect and community are vital components of successful co-living spaces

• Operators must be willing to intervene when appropriate

What to do with energy vampires or people who lack self-accountability

[26:05 - 30:45] Closing Segment

• Roommates should share similar interests and values

• The difference between co-living and micro apartments

Connect with Matt:

Website: Re-viv

FB: Re-viv

TWT: @Re-viv

Key Quotes:

“People that are successful are good operators, are on top of the issues, make it quick to resolve set issues, and are very quick to get rid of or find an exit door for tenants who are problematic.” - Matthew Ryan

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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What if you could build a portfolio of real estate investments that generate passive income and allow you to live on your terms? In this episode, Lili Thompson digs into how passive income can offer you the freedom to pursue your desired lifestyle and make an impact. She stresses how leveraging external sources such as YouTube channels and family support can help push yourself forward and achieve your goals. Tune in to Passive Income Unlocked—your guide to smart real estate investments and financial freedom!

Lili Thompson is a real estate investor and Youtube influencer. She owns LiliInvests, a two-pronged venture focused on building wealth through real estate while documenting the journey along the way. She came to the real estate arena via a career in women’s basketball. From a star at Stanford University to a National Champion at Notre Dame, Lili was the 36th-ever female member of the Harlem Globetrotters and specialized in trick shots, media appearances, and publicity ventures.

[00:01 - 04:56] Opening Segment

• How accountability plays a vital role in achieving goals

• Documenting the real estate journey and sharing it with people

• Leveraging accountability and support from family

[04:57 - 09:55] Closing Segment

• How starting a YouTube channel created inherent accountability

• Involving family in goals and why can be a leverage point

Connect with Lili:

Website: LiliInvests

IG: @liliinvests

YT: Lili Invests

Key Quotes:

“I think that telling people not just about what you're doing, but what you're trying to achieve is a huge source of accountability.” - Lili Thompson

“If your why is centered around certain people in your life, then bring them on board, let them know what you're doing and why you're doing it.” - Lili Thompson

"It's so easy to stay in your comfort zone, but what if to actually make progress towards your goals, you have to get really connected to your why and really use it to drive yourself forward." - Sujata Shyam

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

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Ready to learn how to hack the housing market, generate passive income, and build wealth through real estate investing? In this episode, Lili Thompson navigates how she transitioned from athlete to real estate investor and her strategies to generate passive income. She discloses her house-hacking journey during the pandemic, wholesaling opportunities, the BRRRR method for value-add investments, as well as commercial real estate investing and cash-out refinancing. Learn how this former athlete is leveraging her passion for real estate investing to buy back her time with passive income. Let’s dive in!

[00:01 - 07:12] Opening Segment

• Lili shares her background and story

A former Stanford University basketball player and real estate investor
Active in wholesaling, flipping, Airbnb, and multi-family transactions

• How Lili started in the real estate industry

[07:13 - 13:31] From House Hacking to Wholesaling

• Why house hacking is a great way to get started in real estate investing

Why Lili decided to start a YouTube Channel and document her experience

• A huge source of private funding and equity partners for bigger deals

[13:32 - 20:20] Lili’s Journey to Success

• Exploring the benefits of the B.R.R.R. Method & Airbnb for real estate investors

Buy, Rehab, Rent, Refinance, Repeat
How can it be applied to all levels of commercial real estate?

• What allows investors to put the money back into their portfolio

[20:21 - 26:47] Maximizing Cash Flow Through “Double Dipping” Real Estate Deals

• The regulations for short-term rentals that require a license

The Airbnb model

• Optimizing operations for profitability is vital to boosting overall profitability

• Jerry Norton’s Double Dip Strategy

[26:48 - 34:38] Closing Segment

• How real estate investing gives Lili control over her future

• Why you should consider focusing on distressed properties

• Why athletes are drawn to real estate investing

Connect with Lili:

Website: LiliInvests

IG: @liliinvests

YT: Lili Invests

Resources Mentioned:

Set For Life - Scott Trench

Key Quotes:

“My why has always been to generate enough passive income for myself and my family’s living expenses.” - Lili Thompson

“Be humans enjoying the chance to be on this planet without exchanging time for money so much.” - Lili Thompson

“I don’t want my income to depend on a boss or the markets. But more so just my effort and my expertise that I can develop.” - Lili Thompson

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

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Do you ever wonder what it takes to become a successful real estate investor? In today's Passive Income Unlocked episode, we explore the mindset and strategy for success with Aaronn Bress from Liquidity. He shares how he became committed to syndication and building passive income and stresses how a life-threatening event made him realize the importance of financial security. Let’s dive in!

Aaron Bress, CEO at Liquidity. He is a neuro-interventional physician in Salt Lake City using cutting-edge medicine to treat Neurovascular diseases, commonly stroke, and aneurysms. He is also an entrepreneur passionate about helping others achieve their dreams through passive real estate investing.

[00:01 - 04:14] Opening Segment

• Investing in syndications and building passive income

• A life-threatening event

• The concept of having money make money for you

[04:15 - 07:16] Closing Segment

• Gain financial security and peace of mind

• Financial security for the family in case of tragedy

Connect with Aaron:

Website: Invest with Liquidity

Key Quotes:

"Have your money make money for you." - Aaron Bress

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

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Have you ever wondered how to create more stability and passive income without a huge time commitment? Today, Aaron Bress talks about how doctors can leverage their experience in their respective professions to invest in real estate and discuss strategies for taking advantage of compounding interest and investment potential. He touches on some of the challenges of investing, such as limiting beliefs and difficulty finding suitable partners and investments. This episode will give you the insight you need to make informed decisions when investing in real estate, so take advantage of it!

[00:01 - 05:56] Opening Segment

• How Aaron got interested in Real Estate Investing

The CEO of Liquidity and a neuro-interventional physician

• Aaron shares his experience with Airbnb

• How real estate syndications offer peace of mind and more control

[05:57 - 13:53] Overcome Limiting Beliefs

• Semi-passive income from short-term rental properties

• The earn, invest and repeat approach

• Limiting beliefs can be overcome by staying persistent and meeting people

• Understanding the skepticism of doctors and how to overcome it

[13:54 - 22:37]Closing Segment

• Why real estate is a great asset class

Tax benefits, passive income, and appreciation

• Investors should set a goal for themselves for how long they want to wait before investing

Connect with Aaron:

Website: Invest with Liquidity

Key Quotes:

“You can make money on your money, or you can make money on your efforts.” - Sujata Shyam

“The challenge is getting to know people, networking, and finding that community that works with your investment plan and your vision.” - Aaron Bress

“Keep going, keep getting better, keep meeting people, and just go through the process.” - Aaron Bress

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at sujata@luxe-cap.com

Visit my website, www.luxe-cap.com, or my YouTube channel.

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Can you turn a negative situation into a positive thought or outcome? In this episode, Rinku Patel, an expert in commercial real estate and new development, shares her inspiring story of how she overcomes difficult circumstances and achieves great heights. She talks about how she managed her own stress levels and how to stay in the right headspace when dealing with daily challenges. Rinku dives into techniques to manage negative thoughts and encourages listeners to take time out of their day to pause, think, and find solutions. Tune in as Rinku reveals her key to staying positive!

Rinku started her journey in CRE in 2004 and purchased several standalone single-tenant properties. When 2007/08 occurred, she ended up losing everything and filing for bankruptcy. She went back to CRE several years back, and currently has flex, industrial, retail, office, land, and ground-up construction in her portfolio.

[00:01 - 04:21] Opening Segment

• A discussion on mindset and taking action toward your goals

• How to turn negative situations into positive thoughts and results

Taking one step at a time

[04:22 - 07:16] Closing Segment

• Take time to pause and think before taking action

• Learn how to tune out negativity and stay in a positive headspace

Connect with Rinku:

LinkedIn: Rinku Patel

Website: Invest Beyond Multifamily

Key Quotes:

"If you can see one step in front of you, take that one step. Don't worry about the 10 steps you have to go because they'll come eventually. Just do one step at a time." - Rinku Patel

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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Are you looking for creative ways to diversify your portfolio? In this episode, Rinku Patel explores the different types of assets in the commercial real estate space and how to structure deals. She discusses the importance of understanding the potential risks associated with investing and provides insights into creative approaches to investing. Rinku dives into effective systems for tenant management and highlights the importance of diversifying portfolios by investing in multi-family properties and new construction developments. Join us in this conversation with Rinku Patel and learn more about intelligent hands-off real estate investing!

[00:01 - 08:02] Opening Segment

• A story of risk mitigation and overcoming adversity

Started investing in commercial real estate in 2003/2004

• How Rinku lost tenants and properties during the 2007/2008 Crisis

Filed bankruptcy and took a break from investing

[08:03 - 17:46] Navigating the Current Downturn

• How Rinku is achieving 100% occupancy

• A diversified portfolio of five to six different asset classes

• Marketing strategies include putting up "For Lease" signs and online ads

Leases are coming up for renewal and rents have increased since Covid

[17:47 - 27:47] Closing Segment

• How quarterly sales reports and diversification help to thrive

Preventing vacancy

• Rinku's outlook on the co-working industry

Connect with Rinku:

LinkedIn: Rinku Patel

Website: Invest Beyond Multifamily

Key Quotes:

"We're constantly marketing the spaces. So if we were to lose a tenant, we already have the next person in line to occupy the space." - Rinku Patel

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Making sure you're in the right mindset and you have your head in the right place is always the first and most important thing if you want to reach your goals. In this episode, Cameron Christiansen & Anthony Faso stress how to plan for the long term and develop an anti-fragile mindset that will help you thrive in spite of economic pressures. They talk about the importance of taking consistent action toward your dreams and goals, as well as the physical fitness traits that successful people often possess. Tune in for this inspiring conversation between Anthony and Cameron on how to create a strong mindset to achieve success!

Anthony Faso and Cameron Christiansen are founders of Infinite Wealth Consultants and hosts of the Infinite Wealth Podcast. A proud U.S. Army veteran and self-described “recovering” CPA, Anthony has worked at the world’s largest accounting firm and served as CFO of a chain of restaurants. Anthony and Cameron help their clients to be financially independent. Not just in dollars, but also in sense. They educate clients on making sound financial decisions and coach them on investing in assets that have certainty, control, and collateral. Infinite Wealth clients are not subject to the roller coaster of the stock market.

[00:01 - 04:07] Opening Segment

• The importance of mindset

• Anthony's concept: look and plan long term

• Cameron's concept: have an anti-fragile mindset

[04:08 - 08:28] Closing Segment

• Successful people often push themselves physically and financially

• Quitting when tired is a learned behavior

• Life is supposed to be hard, and getting better at handling it is the natural progression

Connect with Cameron Christiansen & Anthony Faso:

Linkin: Infinite Wealth Consultants

Website: Infinite Wealth Consultants

YouTube: Infinite Wealth Consultants

Instagram: @InfiniteWealthConsultants

Key Quotes:

“Oftentimes we want that low-hanging fruit now, but really we want to build a tree that will continue to produce fruit in the long run, and that's going to take time.” - Anthony Faso

“The more that I'm able to kind of take on, the harder it gets. And that's kind of the natural progression, so you just get better at handling.” - Cameron Christiansen

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

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Can the Infinite Banking Concept help you create passive income on your way to financial freedom? In this episode, Cameron Christiansen & Anthony Faso share their inspiring journey to financial success. Through researching alternative investments and reading Rich Dad Poor Dad, they discovered a unique concept called Infinite Banking. They highlight the importance of understanding cash reserves and leveraging them for improved returns and also provide insights into using high-cash-value life insurance policies as an alternative to bank accounts. Let’s explore how they can use infinite banking to reach financial success!

[00:01 - 07:34] Opening Segment

• Anthony & Cameron share their journey in the real estate industry

• How they realized they needed to do something different

•The Infinite Banking concept

• Why real estate is a great asset class

[07:35 - 15:22] Unlocking Financial Freedom

• How to achieve your goals with alternative investment strategies

• People are not taught about investing, they are just told what to do

• Cameron’s business managing caddies at golf courses

• Why traditional advice does not work for most people

[15:23 - 22:30] The Power of Infinite Banking

• Blinders need to be taken off to explore other opportunities besides 401k

• Cash flow is the piece that you need for traditional planning

• Control the amount of income you create for yourself and start today

• The million-dollar mistake

[22:31 - 30:31] High Cash Value Life Insurance Policies

• How infinite banking allows you to store money

• Using a high cash-value life insurance policy as an alternative to a bank account

• How to buy assets without breaking the compound interest curve

• Tax deductions when using the policy to buy assets

[30:31 - 34:56] Closing Segment

• Infinite Banking can be a great tool for people willing to learn

• The best customer avatar

• Get free access to the Infinite Wealth Course here

Connect with Cameron Christiansen & Anthony Faso:

Linkin: Infinite Wealth Consultants

Website: Infinite Wealth Consultants

YouTube: Infinite Wealth Consultants

Instagram: @InfiniteWealthConsultants

Key Quotes:

“The problem is people aren't taught, they're just told. And the problem with typical financial planning, they're never learning anything.” - Anthony Faso

“We're trying to teach you that you can control the amount of income that you create for yourself. And you can start today, you don't have to wait till you're 60 or 65.” - Cameron Christiansen

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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Are you taking action to reach your goals and live your life to the fullest? In this episode, he dives into the importance of having a positive mindset, effective strategies, and taking consistent action when it comes to achieving success. He shares his personal tips for staying on track and provides insight into why it's important to have a long-term mindset when pursuing an entrepreneurial endeavor and why celebrating small wins is essential along the way. Let’s dive in!

In 2012, Reed quit his job in Australia and moved halfway across the globe to the US to change his life, and chase a dream. With limited funds, no investing experience, and no credit, Reed went from purchasing a small duplex to growing his own real estate investment firm, RSN Property Group. Reed now syndicates large multi-million dollar deals across the U.S.; he has now achieved financial freedom and taken control of his life.

[00:01 - 04:42] Opening Segment

Reed's habits for staying on a path of success
It will take time to achieve success in entrepreneurship
Approach success like a marathon, not a sprint
Believe in yourself and be persistent even when the world doesn't believe in you

[4:43- 08:15] Closing Segment

Success is made up of a series of small wins that lead to the big win
Take a moment to reflect on what you truly desire in life

Belief and vision are important to keep the fire burning

Connect with Reed:

LinkedIn: Reed Goossens

Website: Reed Goossens

Email: info@reedgoossens.com

Key Quotes:

“Even if I somewhat fail, I'll be more proud of myself that I gave it a crack than just sitting on the fence and doing nothing.” - Reed Goossens

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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Do you know the key to achieving the financial freedom you’re looking for? In this episode, he discusses topics such as inflation, supply chain issues, and the US Federal Reserve's fivefold increase in interest rates. Reed stresses the importance of asset management for new operators in the value-add space as well as how inflation affects housing prices globally. Don't miss out on this insightful conversation!

[00:01 - 13.23] Opening Segment

Reed's story of moving from Australia to the US
How he ended up buying his first duplex with limited funds
How Reed built two syndication platforms with over 650 million assets under management
How covid has affected the global economy

[13:24 - 26:30] Recession on the Horizon

How interest rates rise and cash flow stagnates
Interest rates have increased 5 times in the past 6-12 months
Transactions in multi-family and other real estate sectors have come to a standstill
Why the key to success in syndication are building trust and managing operations

[26:31 - 39:13] Addressing the Global Housing Crisis

Look for ways to reduce expenses to maximize cash flow
Building wealth through real estate
The housing crisis globally due to inflation
It is important to pay attention to in-place rents and look for value add opportunities
Exploring the benefits of bulk purchasing and lean operations

[39:14 - 43:44] Closing Segment

Going into a vertically integrated structure
Goals are uncertain but work hard and let life happen organically

Key Quotes:

“If you can't invest in yourself then who can you invest in?” - Reed Goossens

“You make money when you buy, but you lose it pretty quickly through bad management.” – Reed Goossens

Connect with Reed:

LinkedIn: Reed Goossens

Website: Reed Goossens

Email: info@reedgoossens.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Jason Lee is a highly recognized real estate broker in the multifamily real estate industry. He has worked with several eight to ten-figure real estate investors in San Diego County, helping them acquire, dispose of, and 1031 exchange in order to improve their portfolio.

In the last couple of years, Jason has represented over 100 investors and closed over $250,000,000 worth of real estate in San Diego County.

He is well respected by his investors and he is currently one of the top-producing commercial real estate brokers in San Diego County.

His transactions & insights have been shared in the San Diego Business Journal and Costar. He also currently owns and operates a $40,000,000 portfolio comprising of over 85 units in San Diego County himself, so he can offer advice from a broker's standpoint and from an investor's point of view.

In this episode, Jason discusses the importance of mindset when it comes to successful investing. He shares his inspiring story of how he overcame a lower-middle-class upbringing to become an entrepreneur and achieve financial independence. He emphasizes the need for having a strong “Why” when setting lofty goals, and encourages listeners to dream big and take action in order to make progress toward their goals. To learn more about Jason, listeners can visit his website at @Jasonjosephlee!

[00:01 - 02:03] Opening Segment

Jason shares his experience in buying and selling multi-family and adding value to deals
Aiming high requires a big “Why” and lots of time, commitment, action, and effort

[02:04 - 06:28] Aiming High And Finding Your “Why”

Driven by the childhood trauma of growing up in a lower-middle-class family
The lack of financial freedom in his family caused a lot of negative emotions
He shares that the number one cause of divorce is financial differences
He wanted to make sure that the future of his family is set up for life
Practicing presence, meditation, and being more at the moment
Focused on reaching financial independence

[06:29 - 09:06] Closing Segment

Jason advises listeners to find what drives them and hold it front and center
Jason shares where you can get in contact with him (links below)

Quote/s:

“You do have to aim high, but when you aim high, you have to have a really big why. Because if you're aiming really high and you want to achieve really big things, that means you're going to have to require a lot more time, commitment, action, blood, sweat, and tears.” – Jason Lee

You can connect with Jason through his:

YouTube: @Jasonjosephlee

Instagram: @jasonjosephlee

Facebook: JLM Real Estate

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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In the last couple of years, Jason has represented over 100 investors and closed over $250,000,000 worth of real estate in San Diego County.

He is well respected by his investors and he is currently one of the top-producing commercial real estate brokers in San Diego County.

In this episode, Jason discusses the current market conditions, the importance of debt in real estate investing, and the opportunities available for investors. He shares his story of getting into real estate at 21 years old and his success in closing deals and investments since 2018. He explains how the market has become an even playing field for buyers and sellers with less competition, leading to great deals. He emphasizes the importance of debt in today’s market and how investors should pay attention to changes in debt when making decisions. To learn more about Jason, listeners can visit his website at @Jasonjosephlee!

[00:01 - 01:23] Opening Segment

Jason discusses the current market which is becoming an even playing field with fewer buyers and more opportunities for investors

[01:24 - 14:50] Unlocking Doors To Multi-Family Deals In A Changing Market

Debt rates have increased significantly, causing a shift in the importance and prices to adjust
Many investors are looking for short-term debt with low pre-payment penalties due to rising rates
Properties in California are attractive investments, but cap rates are low and returns are low
Network with people who are doing more than you in the space and learn from them
Partner with people who know more than you and understand real estate better
Surround yourself with the right people to make a deal work
Gain knowledge by asking questions and utilizing podcasts
People fail due to a lack of knowledge or guidance and being afraid to make mistakes
Value-add strategies include standard cosmetic remodels, ground-up development, and converting garages into Access Dwelling Units (ADUs)

[14:51 - 22:33] Closing Segment

Jason shares with the listeners that real estate is an unregulated market where investors can call any seller in the world and offer whatever price they want
Jason shares where you can get in contact with him (links below)

Quote/s:

“People need to understand that real estate, especially multi-family or bigger assets, it really is a team sport. It takes a team to make the deal work. So I think surrounding yourself with the right people is the best advice I can give when it comes to growing your portfolio quickly.” – Jason Lee

You can connect with Jason through his:

YouTube: @Jasonjosephlee

Instagram: @jasonjosephlee

Facebook: JLM Real Estate

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Since 2016 Corey has impacted hundreds of clients by providing diligent and thorough assistance with investment transactions ranging from small, hard money lending to multi-million-dollar real estate syndications.

After moving to Western North Carolina in 2020 and transitioning roles to join Advanta IRA’s Business Development team, he’s been able to leverage everything learned from personal experiences, networking, and continuing education to help investors and capital raisers confidently tap into using self-directed IRA, 401(k), HSA and ESA account to diversify their portfolios and increase their passive income growth.

In this episode, Corey discusses the importance of “The Tipping Point” by Malcolm Gladwell’s “10, 000 rule” – the idea that it takes 10, 000 hours of practice to become an expert – and the importance of having a growth mindset when it comes to success. To learn more about Corey, listeners can visit his website at Advanta | IRA!

[00:01 - 02:03] Opening Segment

Corey shares his favorite business or personal book that he loves which is, “The Tipping Point” by Malcolm Gladwell
He discusses the mindset and other strategies to help reach goals

[02:04 - 06:28] Have A Growth Mindset and Reach The Next Level

Advanta IRA is a self-directed IRA custodian that helps people invest their retirement funds in alternative assets
Malcolm Gladwell’s 10, 000-hour rule, applies to their work interests and being a better explainer and educator in the self-directed space
Diligence and thoroughness are necessary to become a pro
The driving force behind becoming a pro is to be the best one can be
Having the determination and self-evaluation to continue to grow

[06:29 - 09:06] Closing Segment

Corey invites listeners to visit Advanta | IRA and has a growth mindset when it comes to investing
Corey shares where you can get in contact with him (links below)

Quote/s:

“I want to become a pro in any aspect, it's just that I feel that, I want to be the best at it and that doesn't mean being better than everyone else, but being the best that I can be.” – Corey Daharsh

You can connect with Corey through his:

Website: Advanta | IRA

LinkedIn: Corey Daharsh

Facebook: Corey Daharsh

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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In this episode, Corey shares his expertise on topics such as reporting requirements, asset classes that can be invested in, strategies for converting from pre-tax accounts to ROTH accounts, and more. He gives helpful tips on how to get started with a self-directed IRA. To learn more about Corey, listeners can visit his website at Advanta | IRA!

[00:01 - 01:30] Opening Segment

Corey is an expert in the self-directed IRA space
Self-directed IRAs allow investors to invest in whatever they want as long as it follows IRS rules

[01:31 - 21:37] Take Control Of Your Retirement Funds With A Self-Directed IRA

Ability to take control of retirement funds
Traditional assets can be replaced with investments that generate income
Investments can be tax-deferred, traditional, or tax-free/ROTH money
Most investors use self-directed IRAs for real estate investments
- Fix & flippers
- Single/Multifamily rentals
- Syndication investments
He introduces his company which is called, Advanta | IRA
Many people do not take advantage of self-directed IRAs because they do know it exists
Self-directed IRAs can help retirement grow exponentially, with tax-deferred or tax-free growth depending on the account type

[21:38 - 31:39] Closing Segment

Corey advises speaking with a CPA or tax preparer to decide how much money to convert from a traditional account to ROTH
Corey shares where you can get in contact with him (links below)

Quote/s:

“It should be your choice and what you invest into. Even if you want to invest in the market. Do so through a self-directed account with a brokerage setup or something so that you're making those decisions.” – Corey Daharsh

You can connect with Corey through his:

Website: Advanta | IRA

LinkedIn: Corey Daharsh

Facebook: Corey Daharsh

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Kenny Wolfe is an experienced multifamily syndicator, the founder, and CEO of Wolfe Investments, and the published author of “Investing in the Dream: How to Acquire Multifamily Real Estate and Attain Total Financial Freedom”. He invested in his first multifamily property in 2010 and instantly saw the potential for real estate to transform his life – giving him the opportunity to quit his day job and start a company. Kenny is passionate about helping others attain financial freedom through real estate investing. He believes in the power of passive income (making money while you sleep) and encourages others to think beyond traditional investments to grow their wealth. Kenny has grown Wolfe Investments to over $570 million AUM worth of commercial real estate transactions nationwide and is a principal in 6,500 units (8,500 units all-time). He holds a BBA from Baylor University and an MBA from the University of Texas at Arlington. Kenny currently resides in Plano, Texas with his wife, daughter, and son. When he’s not scouring the market for new deals, he enjoys discovering new vegan restaurants and rooting for the Broncos.

In this episode, shares his experience in the multi-family real estate market, offering advice to passive investors and business owners. He explains why having the right mindset is essential for success, as well as how daily habits such as gratitude and CrossFit can help you reach your goals. He provides insight into the current market, discussing rent growth, rate caps, adjustable-rate loans, and inflation. To learn more about Kenny, listeners can visit his website at Wolfe Investments!

[00:01 - 02:05] Opening Segment

Kenny discusses the importance of mindset when it comes to investing
His daily habit of focusing on three things he’s thankful for

[02:06 - 06:58] Remaining Clam And Knowing Your End Goal In Passive Investing

He shares his mindset advice for passive investors:
- Remain calm
- Look at the full picture
- Know your end goal
Rent growth has been massive enough to outstrip any damage from interest rates
There is double-digit rent growth due to high demand and supply

[06:59 - 08:53] Closing Segment

Kenny shares his insight into the current market, discussing rent growth, rate caps, adjustable-rate loans, and inflation
Kenny shares where you can get in contact with him (links below)

Quote/s:

“Remaining calm, stepping back, look at the full picture is a big deal on your current assets. And then really focusing on where your end goal is.” – Kenny Wolfe

You can connect with Kenny through his:

Website: Wolfe Investments

Facebook: Wolfe Investments

YouTube: Wolfe Investments

Instagram: Wolfe Investments

LinkedIn: Wolfe Investments

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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After receiving a Navy ROTC scholarship to Texas A&M and serving in the Marines, Steve quit college to run a hamburger delivery business with a friend. Unable to meet their financial goals after 2 years, they quit and went into corporate America. After working 60 hours a week for 5 years, winning a national sales contest and a trip to Hawaii, his company cut his pay by $20,000 a year. So, at age 27, with bad credit and no money, Steve quit corporate America and started investing in real estate. He eventually invested in over 4000 apartment units.

For the last 30 years, Steve has helped teach and coach tens of thousands of people on how to use real estate to build wealth and passive income while focusing on maintaining a balanced life. He did this through his daily radio show and one-on-one coaching. He now owns his own coaching and consulting business, Total Wealth Academy (www.totalwealthacademy.com) where he consults full-time. This program takes people by the hand, step by step through the real estate investing process. The education covers everything from single-family homes, apartments, self-storage, senior living, and more.

Steve teaches his students how to build a second stream of income that meets and exceeds all their wants and needs so they can simply enjoy life more.

In this episode, Stephen talks about his inspiring journey with real estate investing. After recognizing the instability of a job and taking a pay cut at 27, he took control by educating himself about wealth and taking action with boot camps, CDs, books, and more. He encourages others to take off their finances, stressing that success if an 80% mindset and a 20% strategy. He explains why passive income provides the potential to buy back one’s time. To learn more about Stephen, listeners can visit his website at Total Wealth Academy!

[00:01 - 05:14] Opening Segment

Stephen shares his 33 years of experience in real estate investing and teaching others how to build wealth
He believes that the school system is there to teach kids how to be employees

[05:15 - 25:34] Achieving A Holistic Life Of Wealth And Happiness

Pain and fear can be used correctly to push you to do the right thing
Investors need education and an understanding of what they are investing in
Dumb doctor deals are perpetrated on high-income earners due to ego and arrogance
He warns investors of potential risks such as interest rates going up and cash flow not being available for a year or two
People need to know the full circle of the deal, including potential risks and how to recover from them
People who have advice on financial success may not have been in the financial position they wanted to be in
Most people live paycheck to paycheck and need to build a second stream of income that is double their earned income

[25:35 - 31:35] Closing Segment

Stephen advises listeners to change the way they think by reading books by millionaires or listening to audiobooks
Stephen shares where you can get in contact with him (links below)

Quote/s:

“If you use pain and fear correctly, you can get it to push you to do the right thing. The problem is most people use fear and pain as blame. If I'm afraid, if I'm fearful, I'll just blame somebody and blame stagnates you. You didn't blame it, blame them, you took action.” – Stephen Davis

You can connect with Stephen through his:

Website: Total Wealth Academy

YouTube: Total Wealth Academy

LinkedIn: Stephen Davis

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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In this episode, Kenny shares his journey from doing a few deals to now having 17 people in his asset management company. He explains the difficulties involved in such projects and how he makes them work financially, taking into account the cost of HVAC systems and other amenities that may already be present in the building. He discusses different types of real estate investments and their pros and cons. To learn more about Kenny, listeners can visit his website at Wolfe Investments!

[00:01 - 01:29] Opening Segment

Kenny is introduced to the show!
He is the founder of Wolfe Investments

[01:30 - 17:39] Unlocking The Benefits Of Triple Net And Double Net Leases

The biggest hurdle in these conversions is plumbing and making the most of the floorplate
When buying properties, the discount depends on the asset
Triple net leases require talent to take care of 100% of operational expenses and property upkeep
Multi-family investments offer a balance of cash flow and appreciation
Development deals aim to double investment in two to three years
Tax ramifications should be taken into account when investing
He discusses the four main risks to development deals:
- Materials
- Labor
- Interest rate risk
- Lease up

[17:40 - 22:20] Closing Segment

Kenny advises listeners on how to mitigate risks by locking in a guaranteed max price contract with the general contractor
Kenny shares where you can get in contact with him (links below)

Quote/s:

“If you need the growth, then you need to pick something different than someone who just needs cash flow.” – Kenny Wolfe

You can connect with Kenny through his:

Website: Wolfe Investments

Facebook: Wolfe Investments

YouTube: Wolfe Investments

Instagram: Wolfe Investments

LinkedIn: Wolfe Investments

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

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After receiving a Navy ROTC scholarship to Texas A&M and serving in the Marines, Stephen Davis quit college to run a hamburger delivery business with a friend. Unable to meet their financial goals after 2 years, they quit and went into corporate America. After working 60 hours a week for 5 years, winning a national sales contest and a trip to Hawaii, his company cut his pay by $20,000 a year. So, at age 27, with bad credit and no money, Steve quit corporate America and started investing in real estate. He eventually invested in over 4000 apartment units.

Stephen teaches his students how to build a second stream of income that meets and exceeds all their wants and needs so they can simply enjoy life more.

In this episode, Stephen dives into the importance of having the right mindset for achieving success. His unique perspective on how to gain control of yourself and build confidence. He shares his own personal experience of how reading books changed his mindset and enabled him to become an entrepreneur. To learn more about Stephen, listeners can visit his website at Total Wealth Academy!

[00:01 - 03:15] Opening Segment

Stephen focuses on mindset and how to change it in order to change your life

[03:16 - 06:46] Believing In Oneself Is Key To Changing One’s Thinking

The focus on humbleness and believing in yourself
He recommends a list of books on his website to help build confidence and reduce insecurity
Downside protection and conservative underwriting
Recession-resistant asset classes
Reading books to increase your overall confidence

[06:47 - 10:24] Closing Segment

Stephen encourages listeners to have a strong relationship with operating partners and investors
Stephen shares where you can get in contact with him (links below)

Quote/s:

“Be humble. If you're not in the physical condition you want to be in, you're not in the relationships you want to be in, you're not in the financial position you want to be in. Be humble, but also be confident.” – Stephen Davis

You can connect with Stephen through his:

Website: Total Wealth Academy

YouTube: Total Wealth Academy

LinkedIn: Stephen Davis

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Rich Fettke has a passion for helping people improve their businesses, grow their wealth, and live more fulfilling lives. He is the author of The Wise Investor, Extreme Success, and the audio program Momentum.

Rich is also a co-founder of RealWealth®. Since 2003, the company has helped over 60,000 members improve their financial intelligence and acquire cash-flowing income properties — so they can live life on their own terms. As a licensed real estate broker and an active investor, Rich was selected as a Rich Dad Author for his expertise as a Wealth Mindset Expert.

In this episode, Rich shares his inspiring journey from being diagnosed with melanoma and given six months to live to become a successful coach, author, and entrepreneur. He recounts how he and his wife Kathy decided to house hack a 4,100 square foot home in San Francisco and turn it into an investment property that appreciated over $100, 000 each year. He explains how their experience set them on the path to founding Real Wealth, a company that specializes in residential development and helps people achieve financial freedom. To learn more about Rich, listeners can visit his website at Real Wealth!

[00:01 - 01:57] Opening Segment

Rich sought out mentors and found that most financially successful people were real estate investors
He was a coach before real estate investing and was elected president of a coaching organization

[01:58 - 08:11] Valuing Education Over Entertainment

Real Wealth is defined as having both the money and freedom to live life on one’s own terms
Focused on helping people create wealth
Stayed in a single-family residential development lane for over 20 years
Entitle properties and sell land to big home builders
The focus on pre-vetted, highly favorable investment opportunities
- Downside protection
- Conservative underwriting
- Recession-resistant asset classes

[08:12 - 28:51] Closing Segment

Rich advises listeners that wealthy people value their time, focus on education over entertainment, and operate from inspiration rather than envy
Rich shares where you can get in contact with him (links below)

Quote/s:

“Wealthy people tend to focus on education over entertainment.” – Rich Fettke

You can connect with Rich through him:

Website: Real Wealth

Facebook: Real Wealth

Instagram: Real Wealth

YouTube: Real Wealth

Twitter: Real Wealth

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Michael has been involved in commercial real estate for almost 20 years in various capacities. He started as an analyst responsible for reviewing transactions and coordinating with the lender to package and document the loan file. Over a 10-year period, Michael applied his problem-solving skills to these transactions to help facilitate loan closings. That experience has led to Michael’s transition from packaging loans to origination. Few loan officers have the knowledge depth given his history with every facet of the loan process. It sets him apart and makes him uniquely qualified to review loan scenarios for clients. Michael has lived in the Pacific Northwest his entire life and currently resides in Central Oregon with his wife and 2 children.

In this episode, Michael shares his expert insight on the current state of the lending environment and how the pandemic has caused a shift in post-COVID work environments. He talks about the need for repurposing office spaces into multi-family homes and retail spaces with necessary services, as well as what lenders look for when investing in these projects. To learn more about Michael, listeners can visit his website at Stack Source!

[00:01 - 03:15] Opening Segment

Michael discusses his company, “Stack Source”
- His company matches investors with potential lenders based on data points such as location, loan value, asset type, etc.

[03:16 - 06:46] Tightening Standards And Responding To Market Trends

His company provides transparency to borrowers by allowing them to see who is quoting and what those are
Keep their database trim and fit, and has a feedback system internally to ensure they work with lenders that meet their criteria
Equity placement has become difficult for value-add properties
Lenders prefer lower leverage debt on the property with long-term decks
Interest rates have leveled off recently, but are expected to increase over the next year
Borrowers have adjusted quickly to rising rates and are now pressuring sellers for discounts
Lenders are most comfortable with 5-7 year terms and are nervous about 10-year terms
Borrowers should be patient when looking for deals and look at higher cap rate markets

[06:47 - 30:29] Closing Segment

Michael advises listeners on how to stay up to date on the lending environment
Michael shares where you can get in contact with him (links below)

Quote/s:

“Be patient as you're out looking and be patient in what you're looking at. And underwriting that exit is important and being reasonable and rational about what will that look like at the end.” – Michael Coffee

You can connect with Michael through his:

Website: Stack Source

LinkedIn: Michael Coffee

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Michael Coffee is a capital advisor with StackSource, Inc., a nationwide tech platform that allows all investors access to debt and equity sources. He has been working with investors in CRE for over 20 years, advising and walking them through the financing process.

In this episode, Michael shares his journey to becoming a successful real estate investor and how passive income can help people buy back their time. He dives deep into the importance of mindset when it comes to achieving success. He provides tips on developing good habits, managing emails, and allocating protected time for projects. To learn more about Michael, listeners can visit his website at Stack Source!

[00:01 - 01:57] Opening Segment

Michael recommends the book, “The Compounding Effect” by Dan Hardy

[01:58 - 08:11] Invest In Your Health And Relationships

Small changes can have a large impact on day-to-day productivity
Prioritizing tasks and setting time limits can help manage emails
Making healthier daily choices can have a drastic difference in health and family relationships over time

[08:12 - 10:40] Closing Segment

Michael shares to reflect on what you desire in life and take one action to move towards it
Michael shares where you can get in contact with him (links below)

Quote/s:

“I come to the realization that those emails sitting for an extra hour or two. Is not going to change how much of anything. Obviously, if there's an emergency, someone knows how to reach media, text or, phone and I would be reacted to that. But just making such a small thing, like clicking that little “x” in the corner, really does make a big difference.” – Michael Coffee

You can connect with Michael through him:

Website: Stack Source

Facebook: Stack Source

Instagram: Stack Source

Twitter: Stack Source

LinkedIn: Stack Source

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Dustin Heiner is a real estate investing expert and Founder of MasterPassiveIncome.com. Being Successfully Unemployed at 37 years old by investing in real estate rental properties, he is now on a mission to help everyone to quit their job and never have a job again. He also helps his students build successful real estate investing businesses all over the country. Dustin started MasterPassiveIncome.com from his home in 2015, while being a full-time employee, married with 4 children, owning and operating 2 other businesses, and being a full-time investor. He is very passionate about his mission to help others become successfully unemployed and never need a job again.

In 2015, Dustin wrote his first book, “How to Quit Your Job with Rental Properties” which quickly became a best seller. From there, he began his new business helping others to invest in rental properties to quit their job.

Since then, Dustin Heiner has helped countless numbers of others to start investing in real estate rental properties. Even if his students live in very expensive cities, he shows them how they can invest all over the country.

In this episode, Dustin shares his story of how he went from working for the local county government to building a successful real estate business that ultimately allowed him to become financially independent and successfully unemployed. He explains the importance of taking consistent action toward one’s goals in order to turn dreams into reality, and how his epiphany motivated him to pursue intelligent hands-off real estate investing. He outlines the steps he took to build a rental business with 30-plus properties, including identifying cities with good inventory, screening tenants for long-term occupancy, accounting for vacancy and turnover, and scaling the business. To learn more about Dustin, listeners can visit his website at MAG Capital Partners!

[00:01 - 02:13] Opening Segment

Dustin shares his story of how he got into real estate investing
He was able to quit his job after buying enough rental properties that him $250 or more in passive income

[02:149 - 17:27] Taking Control Of Your Financial Future

Realizing that he needed to get another job and become an investor
How he realized his value came from himself, God, and family, not his job
His layoff experience was the catalyst for him to take control of his life and financial security
How he mastered passive income by buying one rental property
Creating generational wealth with 30+ properties
Built the business first, then bought inventory (properties)
Focusing on cash flow, not appreciation

[17:28 - 28:46] Building A Successful Real Estate Business

Find a city with good inventory and pause to look for properties
Build the business first before finding the property manager, financing, and people to fix it up
Screen tenants for good credit, no evictions, and longevity
Financing options include:
Conventional loans
Commercial loans
Bundled loans
Portfolio loans
Hard money
Signature loans
Credit cards
Asking property manager questions about rental price, fix-up cost, clientele, and vacancy factor before buying

[28:47- 36:33] Closing Segment

Dustin points out that his goal is to help 1 million people become financially independent through any different way
Dustin shares where you can get in contact with him (links below)

Quote/s:

“I built the business first, and then I have my business run itself, so I don't have to do anything.” – Dustin Heiner

You can connect with Dustin through him:

Website: Master Passive Income

Facebook: Master Passive Income

Instagram: Master Passive Income

YouTube: Master Passive Income

Spotify: Master Passive Income

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Drew Wahlgren serves as Vice President of Investor Relations managing both equity and lending relationships. Joined MAG Capital Partners in 2019 after 8 successful years as a risk analyst and program manager at Liberty Mutual Insurance, and holds a Bachelor of Science in Finance from California State University at Hayward. Mr. Wahlgren recently moved to the Dallas Metro with his wife and two children and enjoys woodworking and the outdoors with his family.

In this episode, Drew shares his experience on why he believes industrial real estate is a strong long-term investment and how sale-leaseback transactions offer investors predictability and cash flow. He provides advice on how to take a close look at tenant credit when investing and discusses publicly traded tenants versus private credits and their differences. To learn more about Drew, listeners can visit his website at MAG Capital Partners!

[00:01 - 03:28] Opening Segment

Drew talks about his background in entrepreneurship, the W2 corporate world, and passive real estate investing
Investing in real estate during the financial crisis allowed for healthy proceeds

[03:29 - 08:40] Navigating The Complexities Of Industrial Real Estate

When he decided to focus on passive investments instead of expanding single family home empire
His love-hate relationship with the stock market
Industrial real estate is the lifeblood behind e-commerce growth
There has been a supply-demand imbalance since the financial crisis
Companies are onshoring or nearshoring operations to reduce risk
Developers are struggling to keep up with the demand
Manufacturers are moving parts of their supply chain onshore to reduce the risk

[03:29 - 08:40] Understanding Credit Risk And Industry Trends

Semiconductor chips are a critical piece of the manufacturing process and require a shorter supply chain for more control
Industrial real estate is necessary for advanced manufacturing like semiconductor chips
Credit risk is evaluated by looking at publicly traded companies, corporate bond credit ratings, and private credit
A qualitative look at the tenant is important to understand risk and strengths
His team has experience in credit analysis, real estate, and analyzing deals
Stabilizing investments and providing predictable cash flow

[08:41 - 12:38] Closing Segment

Drew shares with the listeners to reflect on what they desire in life and take one step to move toward it
Drew shares where you can get in contact with him (links below)

Quote/s:

“We compete with some of these REITs out there and we see, how experienced they're in the space and emulate the greats.” – Drew Wahlgren

You can connect with Drew through him:

Website: MAG Capital Partners

LinkedIn: Drew Wahlgren

Email: Drew Wahlgren

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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In this episode, Rich discusses how he wove together his experiences as a coach and real estate investor to create The Wise Investor. He urges listeners to take the time to reflect on their true desires in life and then take action toward achieving them. To learn more about Rich, listeners can visit his website at Real Wealth!

[00:01 - 03:28] Opening Segment

Rich is a life coach and successful real estate investor
He recommends starting with deep breathing to calm the brain and quiet the gremlin, this allows for more rational thinking and better decision-making

[03:29 - 08:40] Overcoming Your Inner Gremlins That Hold You Back

When working with clients, you should focus on coaching them on how to deal with their inner gremlin and how to have more control over their goals
The key to overcoming obstacles is to prepare for them in advance by thinking about what might get in the way of your goal
The inner gremlin can be a powerful obstacle to reaching goals, and knowing how to work with it is important
He shares his experience of being diagnosed with the hyperkinetic disorder at age eight, and how it helped him overcome his imposter syndrome

[08:41 - 12:38] Closing Segment

Rich shares how he uses breathing exercises to stay in control of the inner gremlin, and how this has helped him achieve success in life
Rich shares where you can get in contact with him (links below)

Quote/s:

“I think with any goal, I think it's really powerful to first set the goal and say, “This is the outcome I want.” And then think about what obstacles might I encounter.” – Rich Fettke

You can connect with Rich through him:

Website: Real Wealth

Facebook: Real Wealth

Instagram: Real Wealth

YouTube: Real Wealth

Twitter: Real Wealth

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Tom Dunkel has a background in corporate finance and over 25 years of real estate and investment experience, Tom brings extensive experience to Belrose Storage Group. Taking the company from a start-up to a world-class organization, Tom has specialized in discounted asset opportunities nationwide since 2006. His financial savvy, open communicative manner, and integrity have seen him help alternative investors achieve their wealth-building goals. As a dedicated mentor to investors and entrepreneurs, Tom has also taught classes on real estate and mortgage note investment at the CAMA Academy along with Belrose Asset Management co-founder Joe Downs. A graduate of the University of Delaware, Tom earned his MBA at the College of William and Mary.

In this episode, Tom shares that his background in corporate finance prepared him well for the real estate world and that he was fired from his job in 2006 when he decided to go off into real estate on his own. He attributes his success to surrounding himself with the right people, learning from his failures, and under-promising and over-delivering to maintain value in his properties. To learn more about Tom, listeners can visit his website at Belrose Storage Group!

[00:01 - 01:38] Opening Segment

Tom discusses his background in corporate finance and how and why he chose to go into the real estate world
He talks about the lessons he learned during his time as a real estate investor, including the importance of teamwork and having the right people around you

[01:39 - 19:56] Real Estate Businesses Continue to Succeed Despite Economic Turmoil

He discusses how things are different now than they were a few years ago, specifically in the area of loan quality and defaults
He says that Belrose has been successful in its real estate business by focusing on operations and not over-leveraging
Storage is becoming more popular as an alternative to traditional housing, with self-storage facilities located in both urban and suburban areas
The storage industry is experiencing growth due to a number of factors, including consumer preference for convenience and stability, macroeconomic trends, and the increasing prevalence of divorce and displacement

[19:57 - 36:26] Closing Segment

Tom emphasizes that storage is becoming increasingly accepted as a convenient and affordable option for people who are downsizing or moving
Tom shares where you can get in contact with him (links below)

Quote/s:

“Whether it's multi-family or self-storage or residential rentals, whatever it is, it’s important for people to take control of their own financial destiny.” – Tom Dunkel

You can connect with Tom through him:

Website: Belrose Storage Group

Facebook: Belrose Storage Group

LinkedIn: Tom Dunkel

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Steffany Boldrini is originally from Brazil and moved to Silicon Valley 20 years ago, where she had a successful career in tech sales, and for the past three years, Steffany has decided to focus on commercial real estate investing after receiving inspiration from sophisticated real estate investors. She has invested in three different asset classes since then and has achieved 36% cash-on-cash returns.

In this episode, Steffany shares the story of how she became interested in real estate investing, her journey to becoming a successful real estate investor, and the advantages of owning commercial property compared to angel investing. She talks about how she busted during her first few years as an investor and how she was able to overcome that with consistent effort and networking. She shares her advice for aspiring real estate investors, emphasizing that it is important to have a clear goal and a passion for the industry. She emphasizes the importance of networking, both inside and outside of the real estate industry. To learn more about Steffany, listeners can visit her website at Monte Carlo Real Estate!

[00:01 - 01:44] Opening Segment

Steffany shares her story of how she became interested in real estate investing, her experience as an angel investor, and her journey to becoming a successful commercial real estate investor
The benefits of investing in commercial real estate compared to angel investing

[01:45 - 21:54] Scale Your Real Estate Business With A Full-Time Manager

The importance of having a financial runway when starting out as a real estate investor
The car wash and self-storage came together because she heard that self-storage is a recession-resistant and profitable investment
She prefers to invest in assets that are recession resistant and have high cash flow
Short-term rentals are a great asset class because they offer high cash flow and the ability to add value through various means
Transitioning from a management role to a self-storage business
She is making self-storage less of a hands-on investment by automating locks, sending invoices, following up with non-payers, and putting units up for auction
Her passion for networking and has developed skills in networking through her real estate career

[21:55 - 26:29] Closing Segment

Steffany recommends networking and attending real estate events to build your network
Steffany shares where you can get in contact with her (links below)

Quote/s:

“What is important to people and can you scale at a level that you can get a full-time manager to do the things that you're doing? That's also a super important thing to get to as quickly as possible.” – Steffany Boldrini

You can connect with Steffany through her:

Website: Monte Carlo Real Estate

LinkedIn: Steffany Boldrini

Podcast: Commercial Real Estate Investing From A-Z

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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In this episode, Michael discusses how setting goals and working backward have helped him create habits that have led to more success. He shares that the book, “The Compound Effect” by Darren Hardy, had a major impact on his life, and he wants to share it with others so they can learn too. To learn more about Michael, listeners can visit his website at Stack Source!

[00:01 - 03:15] Opening Segment

Michael talks about his company, Stack Source, where he discusses their commercial loan database

[03:16 - 06:46] Small Choice Can Have A Large Impact On Your Health

He shares that the book, “The Compound Effect” by Darren Hardy
This is a book that has impacted his mindset and has helped him change his behavior
He recommends shutting down email at night to free up time for critical projects
Email is a “constant challenge” because it’s easy to distract yourself from it
It can be hard to manage how much time you spend on email

[06:47 - 10:24] Closing Segment

Michael encourages listeners to reach out to him for advice on commercial loans
Michael shares where you can get in contact with him (links below)

Quote/s:

“I come to the realization that those emails sitting for an extra hour or two. Is not going to change how much of anything.” – Michael Coffee

You can connect with Michael through:

Website: Stack Source

LinkedIn: Michael Coffee

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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With us today is Heather Dreves, the Director of Funding at Secured Investment Corp and fund manager with, one of the fastest growing companies in the private money marketplace in the US, focusing on residential real estate investments. Heather is passionate about helping self-employed entrepreneurs and their families build wealth and success in their business ventures and helping investors deploy capital that is looking for a high-yielding passive investment backed by residential real estate. She has seen real estate investors succeed and fail and is committed to tipping the scale to the side of success for everyone she can.

In this episode, Heather helps people who are self-employed entrepreneurs, high-net-worth individuals, and families build wealth and grow their investment portfolio, deploy capital into high-yielding investments, and retire comfortably. She shares her story of how she became interested in real estate investing and how it has helped her achieve her financial goals. She mentions that real estate can be a great investment for people who are looking for stability and cash flow. To learn more about Heather, listeners can visit his website at Secured Investment Corp!

[00:01 - 01:42] Opening Segment

Heather talks about her background which is in education, and she fell into the private money industry by chance

[01:43 - 08:36] The Benefits of Creating Alternative Investments

She helps people who are self-employed entrepreneurs, high-net-worth individuals, and families to create wealth and grow their investment portfolio
She sees the impact that her client’s lives can have when they’re able to start seeing gains toward financial freedom
The benefits of diversifying a portfolio, and how one can do so by investing in alternative investments like real estate

[08:37 - 14:06] Choose The Right Custodian For Your Real Estate

Clients can benefit from the high yields that real estate funds offer, as well as the opportunity to reinvest earnings
Alternative investments are becoming more popular, due to the current market volatility
Financial advisors should be aware of this trend and help their clients make the switch
Real estate is a good place to be in an inflationary time, as it is always true over time

[14:07 - 25:22] Closing Segment

Heather recommends that listeners educate themselves about the different options available before making a decision and she provides a list of her top three residential real estate funds
Heather shares where you can get in contact with her (links below)

Quote/s:

“The biggest reasons that I see clients gravitate toward real estate-backed assets. And it doesn't have to be just residential, there are lots of opportunities and self-storage. There are lots of opportunities right now in multi-family. As an organization, we've always tried to focus on what we're really good at, and that is the residential market space.” – Heather Dreves

You can connect with Heather through her:

Website: Secured Investment Corp

LinkedIn: Heather Dreves

Facebook: Secured Investment Corp

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Tom Laune had a unique path to creating the Bulletproof Wealth® strategy. He enjoyed a 30-year career in the music industry as a recording engineer and producer, working with acts as diverse as R.E.M., Bruce Springsteen, and Amy Grant. Early in his career, his ﬁnancial professional recommended a disability income policy, something he didn't even know existed. Several decades later, Tom suffered a high-frequency hearing loss while mixing a record and was no longer able to continue the job he loved. At that time, his disability income policy became the most valuable possession he owned. It provided consistent, tax-free, monthly income payments that allowed him to go back to school and learn how to help others protect their financial future by becoming a Chartered Financial Consultant, Chartered Life Underwriter, and a Chartered Special Needs Consultant. He also became an authorized Inﬁnite Banking Practitioner.

After many years of education and research, Tom created the Bulletproof Wealth® strategy to help others protect their income and grow wealth. The secret to his strategy is teaching people to use money like banks do to earn much higher rates of return than the average investor!

In this episode, Tom discusses how banks make money and how life insurance can be a better way to save money and protect your family at the same time. He explains that by using a convertible term policy, which is a specially designed policy that allows you to lock in your health and qualify for life insurance now. To learn more about Tom, listeners can visit his website at Bulletproof Wealth!

[00:01 - 01:24] Opening Segment

Tom talks about how he transitioned into financial planning after experiencing partial hearing loss and learned about savings in life insurance to use a bank

[01:25 - 20:44] A Holistic Approach To Financial Planning

He teaches others how to use banks to make money, primarily full-time real estate investors and W2 who invest part-time in real estate
He talks about how he was defrauded by three financial and how one was the least aggressive
How banks make money and how a deposit is considered an asset while a loan is considered an asset
The key to making money through fractional reserve lending
Lending through life insurance policies is a way to use your own money while still having the security of creditor and predator protection

[20:45 - 27:07] How To Make Money And Protect Your Family

Banks make money by charging interest, and life insurance companies can charge a very minimal fee for the use of their money
A life insurance line of credit allows you to have your money working for you at two places at once
By using a convertible term policy, you can lock in your health and qualification for life insurance now, and then switch to a banking-style policy when you’re ready
The strategy of using your own money, combined with high returns on investment

[27:08 - 32:48] Closing Segment

Tom discusses his teaching style and how it can be applied to real estate investing
Tom shares where you can get in contact with him (links below)

Quote/s:

“I don't want to blow people's minds on this, but I want people to understand that banks are making way more returns than anybody realizes. And all I'm doing is helping people position their capital so that they can make returns like banks.” – Tom Laune

You can connect with Tom through:

Website: Bulletproof Wealth

Facebook: Bulletproof Wealth

LinkedIn: Tom Laune

WANT TO LEARN MORE?

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Or send me an email at sujata@luxe-cap.com

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Hemal Badiani is the Chief Executive Officer at Exponential Equity. Hemal is responsible for the overall strategy and vision at exponential equity and ensuring that it aligns with the mission of the company to transform lives through real estate. As CEO, Hemal leads the firm's growth strategy into new markets and new asset classes. He is also accountable for the hiring and marketing strategy for the firm. Prior to establishing Exponential Equity, Hemal provided management consulting services to several fortune 100 companies across three continents while creating a portfolio of businesses that he scaled and exited including an outsourcing company, a private lending firm, and a residential real estate firm.

In this episode, Hemal discusses how he has learned to take steps back and focus on what’s important in order to grow and succeed. He recommends solo weekends to disconnect from the world, and books, journaling to reflect on your life, and spending time in a café or other social activities to connect with others. By focusing on what’s important, Hemal has been able to achieve success in his career and live a happy life. He talks about how taking a step back and focusing on self-care has helped to shift her mindset and be more successful. To learn more about Hemal, listeners can visit his website at Exponential Equity!

[00:01 - 03:15] Opening Segment

Hemal discusses how taking a step back and listening to the higher intellect has helped him grow successful
He recommends solo weekends to slow down and think through times, as well as social media breaks

[03:16 - 06:46] Taking A Step Back Can Lead To A Shift In Perspective

Regular meditation practices can help to take a backseat and allow for more peace and focus in the morning
Solo weekends can be a great time to focus on yourself and do things that are regenerative, such as journaling and goal setting
Taking a step back after leaving a job can lead to more success in business

[06:47 - 10:24] Closing Segment

Hemal shares how slowing down helped her introspect and gain insights into her mindset and real estate investments
Hemal shares where you can get in contact with him (links below)

Quote/s:

“A lot of people talk about hustle and discipline and working really, really hard, and you can do that with incremental actions, but your real jumps in careers and productivity and growth and success. In my humble opinion comes from when you take a step back.” – Hemal Badiani

You can connect with Hemal through his:

Website: Exponential Equity

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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Keeley Hubbard is a real estate and agriculture investor and syndicator, as well as a sales coach for women business owners. Throughout her career, her primary focus has always been helping others achieve their financial life goals. Keeley’s desire to help people started at a young age and continued through the years as she graduated from TCU and pursued a career in financial education. She spent 7 years in this industry as an Executive and her passion for people and skilled communication drove unprecedented growth. As a Managing Partner of Hubbard Capital Group, Keeley is dually responsible for acquisitions and investor relations. Integrity, exceptional communication, and delivering results to investors are at the core of every decision she makes.

In this episode, Keeley discusses the importance of self-reflection and dreaming big. She shares her strategies for creating passive income streams, including social media, online courses, and more. She believes that every investor needs to have some type of hard asset in their portfolio, as markets are becoming increasingly unstable. She believes that vineyards are a great investment because they are a crop that you can replant, and have a return on investment for 25 years or more. Crop insurance is necessary in case something catastrophic happens, such as a tornado, and the company has a contingency fund set aside for replantation. She shares that Real Estate Busters is an agricultural investment company that focuses on vineyards, timber, and other agricultural investments. To learn more about Keeley, listeners can visit his website at Hubbard Capital Group!

[00:01 - 03:09] Opening Segment

Keeley is a real estate investor and entrepreneur who has worked with her father in vineyards for the last few years
She shares her passion for real estate investing which led her to leave her successful corporate career behind to work with her father

[03:10 - 21:55] Diversifying Your Portfolio By Investing In The Agricultural Space

She discusses the 25-year passive return aspect of investing in vineyards, noting that this is a big draw for investors
She discusses the appeal of vineyards as an investment, citing the long-term returns and the fact that there is a once-in-a-lifetime opportunity to fill the supply gap in Texas
She shares her experience running an agricultural business with her father, and how they’ve learned to communicate and work together effectively
Investors are increasingly looking for ways to have more control over their finances in an uncertain market, and real estate is a great way to achieve this

[21:56 - 27:14] Closing Segment

Keeley emphasizes the importance of having true diversifications in one’s portfolio, and how agricultural investments are not as lucrative as wine sales
Keeley shares where you can get in contact with her (links below)

Quote/s:

“I don't feel like one is ever better than the other. The best portfolio is going to have that diversity inside of it within hard assets. So, I think every investment has a place.” – Keeley Hubbard

You can connect with Keeley through her:

Website: Hubbard Capital Group

Instagram: Keeley Hubbard

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Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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Isaac Weinberger is the Regional Sales Manager at Madison SPECS. He is an expert on wealth building and cost segregation. As a kid, he always had an entrepreneurial personality which led him to open up a massive lawn-mowing operation. From there, he moved and eventually moved on to manage Marcy’s, a high-end clothing retailer. Many of his friends advised him to enter the real estate space which led him to Madison SPECS. His experience has allowed him the opportunity to meet many amazing people in the real estate space.

In this episode, Isaac discusses his background and expertise in real estate investing, cost segregation, and network building. He shares his story of how he came to this area of expertise, and how cost segregation enables him to connect with many different types of real estate investors. He discusses the importance of having a passion for real estate and being able to connect with other people in this industry in order to maximize your potential for success. To learn more about Isaac, listeners can visit his website at Madison SPECS!

[00:01 - 02:20] Opening Segment

Isaac talks about how cost segregation can be a key part of syndication success, and how his job at Madison SPECS allows him to meet many different people in the real estate space

[02:21 - 23:35] Lower Your Taxes With Cost-Segregation

Purchasing an investment property enables you to be eligible for basic standard depreciation which dictates that your property will come back to you in tax write-off every year
Cost segregation is depreciation on steroids, where you can take your depreciation on faster cycles
Certain companies offer higher percentages in their tax deductions, but when they do, they run the risk of an audit
Industrial office buildings and mobile home parks all tend to offer lower percentages than single-family homes or multifamily
There is a big range in costs for property, with structures, landscaping, and carpet flooring typically costing more than mobile homes and car washes
Costs can vary depending on the type of asset and can be higher for multi-unit properties
How a “Look Back Study” retroactively works to get back your money bonus depreciation

[23:36 - 29:37] Closing Segment

Isaac emphasizes that cost segregation is a technique real estate investors can use to lower their taxes
Isaac shares where you can get in contact with him (links below)

Quote/s:

“If we go into a property and we identify 20%, usually a multi-family, sometimes more of your purchase price, that is five- and 15-year property, you can take that all in year one.

And that will produce more cash flow by having bigger tax write-offs. And now that you have more cash, you can reinvest that in other assets.” – Isaac Weinberger

You can connect with Isaac through his: Website: Madison SPECS

LinkedIn: Isaac Weinberger

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Steffany is originally from Brazil and moved to Silicon Valley 20 years ago, where she had a successful career in tech sales, and for the past three years, Steffany has decided to focus on commercial real estate investing after receiving inspiration from sophisticated real estate investors. She has invested in three different asset classes since then and has achieved 36% cash-on-cash returns.

In this episode, Steffany shares her story about how taking Landmark’s classes after the death of her husband has helped her to change her mindset and look at problems and situations in a different way. She teaches listeners how to approach life with a positive mindset, even when things don’t go as planned. She emphasizes the importance of using language correctly and advises listeners to attend one of Landmark’s workshops if listeners want to learn more. To learn more about Steffany, listeners can visit his website at Monte Carlo REI!

[00:01 - 01:53] Opening Segment

Steffany shares her experience with Landmark Forum, which is a self-improvement course similar to Tony Robbins

[01:54 - 08:10] Learning How To Have Difficult Conversations And Create Positive Relationships

Her course teaches that problems are just situations and that by taking the perspective of “What’s happening,” you can fix them
The change in perspective has helped her approach life with a more positive attitude, removing negative emotions from her daily life
Landmark helps people to have difficult conversations and clear up misunderstandings
The focus is on teaching people how to have conversations, not just during the intro weekend, but throughout their life

[08:11 - 10:53] Closing Segment

Steffany recommends listeners reflect on what they truly desire in life and then take action to move closer to achieving it
Steffany shares where you can get in contact with her (links below)

Quote/s:

“A problem is not really a problem, it's just a situation. So instead of being upset or angry or, “Why is this happening to me?” You just take the perspective of, “Okay, this is what's happening, what do I need to do?” – Steffany Boldrini

You can connect with Steffany through her:

Website: Monte Carlo REI

LinkedIn: Steffany Boldrini

Podcast: Commercial Real Estate Investing From A-Z

WANT TO LEARN MORE?

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Or send me an email at sujata@luxe-cap.com

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Bryan Underwood is the founding principal of Responsible Residential (“RR”) and president of Responsible Real Estate, Inc. (“RRE”), a San Diego-based real estate investment company. Mr. Underwood started RR & RRE after spending more than ten years in his family business, A-1 Self-Storage/Caster Properties, Inc. Responsible Residential is a San Diego-based residential development company focused on middle-income housing.

In this episode, Bryan Underwood discusses his background and how he got into real estate, sharing that he was motivated to learn more about the industry after asking himself a question about how to value land and assets. To learn more about Bryan, listeners can visit his website!

[00:01 - 01:39] Opening Segment

Bryan shares his story of how he got into real estate and how he developed his skills
He is currently developing housing townhomes and multi-family in urban environments, as well as syndications

[01:40 - 26:18] Working With A Team Of Professionals Who Will Work On Your Behalf

He talks about how he took a step back from the family business and replaced the “ultimate security” of no potential with unlimited risk but unlimited potential
Finding development opportunities in residential development and began to build a team to pursue those opportunities
Building a community in North Park, San Diego, and his plans to build more communities in California
The risks in replacing construction loans as a home builder
He discusses how the team is opening up their investments to outside investors, and how this will allow them to do more projects faster and with a larger investor base
How real estate is one of the best ways to build generational wealth
He believes that everyone should be invested in real estate, as it has historically been one of the best ways to build wealth

[26:19 - 33:19] Closing Segment

Bryan advises listeners that real estate is an exciting and complex field, and it can be helpful to have a team of professionals working on your behalf
Bryan shares where you can get in contact with him (links below)

Quote/s:

“I am on a mission in life to only do business with good people. And so, while it's not bulletproofed, I go the extra mile of making sure this is somebody I want to be associated with.” – Bryan Underwood

You can connect with Bryan through his:

Website: https://www.investwithbryan.com/join

Facebook: Bryan Underwood

Twitter: @bwood

LinkedIn: Bryan Underwood

Instagram: Bryan Underwood

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Garett Sutton is an attorney, best-selling author, and one of Robert Kiyosaki’s Rich Dad Advisors. Garrett has over thirty-five years of experience in assisting individuals and businesses to limit their liability, protect their assets, implement advantageous corporate structures and advance their financial goals. A clear and engaging writer, Garrett authors various books that demystify legal topics and presents them in an understandable and accessible manner.

Garrett is the author of Start Your Own Corporation, Loopholes of Real Estate, Writing Winning Business Plans, Buying and Selling a Business, Run Your Own Corporation, The ABCs of Getting Out of Debt, Scam-Proof Your Assets, and his newest book, Veil Not Fail in the Rich Dad Advisor Series. Garrett is also the author of How to Use Limited Liability Companies and Limited Partnerships, Toxic Client, and Finance Your Own Business, which he co-authored with credit expert Gerri Detweiler.

Garrett is the owner and operator of Corporate Direct and Sutton Law Center, which since 1990 has provided clients from around the world with asset protection and corporate formation and maintenance services. Robert Kiyosaki, the best-selling author of Rich Dad, Poor Dad calls Garrett and Corporate Direct “the premiere source for asset protection strategies.”

Garett attended Colorado College and the University of California at Berkeley, where he received a B.S. in Business Administration in 1975. He graduated with a J.D. in 1978 from Hastings Law, the University of California’s law school in San Francisco. He has appeared in the Wall Street Journal, the New York Times, and various other publications. Garrett enjoys speaking on asset protection strategies and is a frequent lecturer for business groups and the Rich Dad Advisors educational series.

In this episode, Garrett Sutton discusses state filing fees and how they can protect your business from lawsuits. He recommends being realistic about the need for a meeting and having an attorney review your business to make sure you’re following all the rules set forth by your state. He discusses the importance of having separate LLCs for business purposes, as well as other important rules to follow when setting up an LLC. He encourages listeners to reach out to him for help with asset protection, as his services are much more affordable than most. To learn more about Garrett, listeners can visit his website at Belrose Storage Group!

[00:01 - 05:33] Opening Segment

Garrett discusses his new book, “Veil Not Fail”
To maintain asset protection, real estate investors must annually file fees with their state, have a meeting, and follow other rules set by the state

[05:34 - 16:38] Protect Your Assets With An LLC

You need to have a separate bank account for your LLC or corporation
You can’t run an LLC or Corporation through your personal account
You must have a registered agent to accept service of process or a notice of a lawsuit
The need to have a separate tax return for each entity you own
A management company can be used to pay for health insurance premiums or to protect the corporation from lawsuits
The many types of LLCs that can be used for asset protection
It is easy to switch registered agents, and having multiple registered agents can be annoying

[16:39 - 21:18] Closing Segment

Garrett encourages listeners to book a 15-minute call with him to discuss asset protection options
Garrett shares where you can get in contact with him (links below)

Quote/s:

“You want the world to know that they're doing business with a corporation or an LLC on your checks, on your contracts, and on your business cards.” – Garrett Sutton

You can connect with Garrett through his:

Website: Corporate Direct

Facebook: Corporate Direct

Twitter: Garrett Sutton

LinkedIn: Garrett Sutton

YouTube: Garrett Sutton

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Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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With us today is Tom Dunkel, with a background in corporate finance and over 25 years of real estate and investment experience, Tom brings extensive experience to Belrose Storage Group. Taking the company from a start-up to a world-class organization, Tom has specialized in discounted asset opportunities nationwide since 2006. His financial savvy, open communicative manner, and integrity have seen him help alternative investors achieve their wealth-building goals. As a dedicated mentor to investors and entrepreneurs, Tom has also taught classes on real estate and mortgage note investment at the CAMA Academy along with Belrose Asset Management co-founder Joe Downs. A graduate of the University of Delaware, Tom earned his MBA at the College of William and Mary.

In this episode, Tom Dunkel discusses their background in corporate finance and why he transitioned into the real estate world. He tells us that 2006 was a pivotal year for him, as it was when he decided to go off on his own and pursue real estate investing full-time. He talks about some of the lessons he learned during those early years, including the importance of teamwork and the necessity of having the right people around you in order to achieve success. To learn more about Tom, listeners can visit his website at Belrose Storage Group!

[00:01 - 01:37] Opening Segment

Tom discusses his background in corporate finance and how and why he transitioned into the real estate world
He talks about the lessons he learned during the tough times he experiences when he first started out in real estate

[01:38 - 34:22] The Potential For Growth With Self-Storage Industry

It is important to surround yourself with the right people and to have a team that is complimentary to your goals
He reflects on his time as a distressed debtor, how he was able to turn that around and start their own real estate business
He explains that a self-storage is a place where they have settled because it’s a stable industry with good potential for growth
Storage is a great asset because it is predictable and tax-advantaged
Self-storage is becoming more popular, with facilities popping up in malls and other areas of commerce
The current day environment is inflationary and interest rates are going up, which affects storage’s profitability
The company is conservative in its projections and avoids overlapping itself

[34:23 - 37:29] Closing Segment

Tom advises listeners to take control of their financial destiny is key and he provides a helpful resource in the form of an eBook on his website
Tom shares where you can get in contact with him (links below)

Quote/s:

“It's important for people to take control of their own financial destiny.” – Tom Dunkel

You can connect with Tom through his:

Website: Belrose Storage Group

Facebook: Belrose Storage Group

LinkedIn: Tom Dunkel

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Today on the show, we welcome back Hemal Badiani, Hemal Badiani is the Chief Executive Officer at Exponential Equity. Hemal is responsible for the overall strategy and vision at exponential equity and ensuring that it aligns with the mission of the company to transform lives through real estate. As CEO, Hemal leads the firm’s growth strategy into new markets and new asset classes. He is also accountable for the hiring and marketing strategies of the firm. Prior to establishing Exponential Equity, Hemal provided management consulting services to several Fortune 100 companies across three continents while creating a portfolio of businesses that he scaled and exited, including an outsourcing company, a private lending firm, and a residential real estate firm.

In this episode, Hemal Badiani talks about how to stay disciplined in our real estate investments during these tough market conditions. He discusses how to diversify our portfolios to protect ourselves from any potential market volatility. To learn more about Heather, listeners can visit his website at Exponential Equity!

[00:01 - 07:05] Opening Segment

Hemal talks about his journey into real estate investing
He advises investors to be disciplined and think differently when it comes to their investments, especially in this market

[07:06 - 24:19] Diversifying Long-Term Investments Into High-Growth Areas

Stay within the budget and look for good deals that will make a good return for his investors
His company focuses on staying disciplined when buying properties and developing them into multifamily or built-to-rent communities in areas of opportunity, with the goal of holding onto assets for a long period of time
See that spaces fit well into the current real estate market
Raising extra money and making sure to have interest reserves built into it
Real estate is a long-term investment and should be diversified into high-growth areas
The market cycle variation at this state should not matter provided the investor buys right

[24:20 - 40:20] Closing Segment

Hemal discusses how the company has grown by working with local government bodies to solve the affordable housing crisis
Hemal shares where you can get in contact with him (links below)

Quote/s:

“We want to be the smaller fish and kind of place the bets there as well. So, having that smartness and local's knowledge and discipline that allows us to really command the submarket.” – Hemal Badiani

You can connect with Hemal through his:

Website: Exponential Equity

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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With us today is Whitney Elkins-Hutten, Whitney Elkins-Hutten is the Director of Investor Education at PassiveInvesting.com and a partner in $700MM+ in real estate — including over 5000+ residential units (MF, MHP, SFR, and assisted living ) and more than 1400+ self-storage units across 8 states—and experience flipping over $3.0MM in residential real estate.

In this episode, Whitney Elkins-Hutten discusses her car wash business model and how it revolves around helping investors create multiple streams of income. She mentions that car washes are a good example because the margins are healthy and people generally take care of their cars anyway. She adds that subscriptions are more expensive when the customer needs to use the service in a given month, but the monthly cost is worth it compared to other expenses. To learn more about Heather, listeners can visit his website at PassiveInvesting.com!

[00:01 - 03:23] Opening Segment

Whitney shares her experience in real estate syndications and car washes
She points out that car washes as an opportunity to help investors diversify their portfolios and build a vertically integrated management company

[03:24 - 06:38] The Opportunity For Car Wash Subscriptions

Mom-and-pop investors own most car washes and there is no sizeable institutional player in the space
The company plans to consolidate management of chemical companies into regional and local levels, which allows them to bulk purchase chemicals and work more straightforwardly with distributors
While car washes are expensive when accessed ad hoc, subscriptions provide a more affordable option for those who were their cars regularly
Car wash is appropriate for accredited investors, and the company is targeting southeastern states for its assets
She plans to buy majority stakes in its properties and aims to have full control over them so it can preserve capital and cash flow
The car wash industry is expected to experience growth in the coming years
Multifamily real estate has the highest apex of the three asset classes

[06:39 - 11:53] Closing Segment

Whitney shares that cash flows for the car wash industry business are projected to be higher than both self-storage and multifamily
She shares her research on the car wash industry, including analysis of rental companies and acquisition strategies
Heather shares where you can get in contact with her (links below)

Quote/s:

“We're talking about a business and not just commercial real estate. We're looking to move the rent in this case is a subscription to market pricing, that hasn't been done with the majority of these car washes. A lot of them don't actually have subscription models on them.” – Whitney Elkins-Hutten

You can connect with Whitney through her:

Website: PassiveInvesting.com

LinkedIn: Whitney Elkins-Hutten

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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With us today is Heather Dreves, the Director of Funding at Secured Investment Corp and fund manager for one of the fastest-growing companies in the private money marketplace in the US, focusing on residential real estate investments. Heather is passionate about helping self-employed entrepreneurs and their families build wealth and success in their business ventures and helping investors deploy capital that is looking for a high-yielding passive investment backed by residential real estate. She has seen real estate investors succeed and fail and is committed to tipping the scale to the side of success for everyone she can.

In this episode, Heather Dreves discusses the main hurdles that investors need to overcome to get out of analysis paralysis. They need to sit down and write out what they want from their investment, what their risk tolerance is, and where they’re willing to invest. She says that it is important for people in this generation to educate themselves outside of what their financial advisors have told them. She shares that she has a fund that is open to the general public and that invests more than Generation X. She says that high net-worth individuals have been wanting access to these types of investments for a while now, and she believes that this is because the opportunity wasn’t there 10 years ago. To learn more about Heather, listeners can visit his website at Secured Investment Corp!

[00:01 - 03:23] Opening Segment

Heather shares that people often get into analysis paralysis and don’t take action, which leads to them not achieving their goals
To overcome this hurdle, investors need to have a clear idea of what they’re trying to accomplish and how risk-averse they are

[03:24 - 06:38] Figure Out What You Want And Working To Achieve That Goal

She discusses how people in the Generation X area are getting more exposure to alternative investments such as real estate investing
People talk to a financial advisor to get started in real estate investing
She mentions that people are interested in investing in real estate because of the fear of the current market conditions and the potential for inflation and a recession
There is now an option for people to invest in alternative investments, such as real estate, without having to be accredited
She shares that high net-worth individuals she has worked with are now bringing their young adult children into the real estate market

[06:39 - 11:53] Closing Segment

Heather stresses the importance of figuring out what you want out of your investment and then working to achieve that goal
Heather shares where you can get in contact with her (links below)

Quote/s:

“Family and parents that educate young adults are just doing them such a benefit by starting them young.” – Heather Dreves

You can connect with Heather through her:

Website: Secured Investment Corp

LinkedIn: Heather Dreves

Facebook: Secured Investment Corp

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Andrew Leedom is a husband and father of 4 who transitioned from structural engineering to full-time commercial real estate to maximize his time, talents, and resources. He is the founder of Self Storage Stewardship and has partnered with Community Investment Group, a company that provides investment opportunities including multi-family, hotel conversions, and self-storage, to build their self-storage division.

In this episode, we welcome back, Andrew Leedom. Andrew shares when he decided to switch careers and enter the commercial real estate space. That the primary reason was that he didn’t see any financial benefits from his current career path, and that time was also big factor in his decision. He started learning about real estate through podcasts and books and found pockets of success early on. His daughter was a major motivating factor in his decision to enter the industry, as she was struggling to pay her college tuition.

To learn more about Andrew, listeners can visit his website at Self-Storage Stewardship!

[00:01 - 01:28] Opening Segment

Andrew shares how he left his career to pursue commercial real estate
He found real estate to be a more profitable and time-effective investment than his previous career path, and he recommends others to do the same

[01:29 - 18:08] The Opportunities Of Multifamily Mobile Home Parks And Self-Storage

Real estate is a unique asset class that offers a variety of opportunities for wealth creation
He realized that he had to take control of his finances and invest in themselves
Re-evaluating his residential multi-family portfolio and how it performs compared to what he had anticipated
Being on track and scaling the business
There is a lot of opportunity in the self-storage, boat, and RV storage markets
The barriers to entry for these industries are not as high as in other asset classes

[18:09- 26:06] Closing Segment

Andrew shares his journey from engineering to commercial real estate
Andrew shares where you can get in contact with him (links below)

Quote/s:

“Some of the bigger players are, they are moving into, secondary markets, but they're still not touching any of the smaller secondary markets and tertiary markets. So, there's still a lot of room for folks to get in and get their foot in the door and get started.” – Andrew Leedom

You can connect with Andrew through his:

Website: Self-Storage Stewardship

WANT TO LEARN MORE?

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Or send me an email at sujata@luxe-cap.com

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Sandhya Seshadri is an experienced operator doing all aspects of multifamily Syndication from broker relationships and underwriting to raising capital and operating assets after closing to deliver returns to her investors and improve communities.

In this episode, we welcome back, Sandhya Seshadri. Sandhya discusses the tax advantages and how her passion for the industry led her to shift to full-time real estate. She shares her experience with day trading and how successful she was at it, before eventually deciding to focus on real estate full-time. She talks about differentiating herself from other multifamily operators in the market and how their strategy is to be financially literate and manage their properties in a way that creates community and goodwill among their tenants. To learn more about Sandhya, listeners can visit his website at LinkedIn!

[00:01 - 02:19] Opening Segment

Sandhya has been a general partner and limited partner in over 4, 000 deals and has experience from both the passive and active sides of the space

[02:20 - 07:27] Financial Literacy And Asset Management Are Key To Success

She quit her W2 job to focus on real estate full-time and cites tax savings and more high-level asset management as her main reasons for choosing a real estate
Picking your lifestyle and to be diversified not just in real estate but also in other investments
Financial literacy and asset management are key to success, with a focus on resident relationships and keeping cash reserves in properties
Passive income is a key strategy, with more passive investments than active deals in the past 6 months
How to underwrite a deal effectively, you need to be cash rich and understand your local market well
Real estate as a short-term and long-term investment for retirement

[07:28 - 34:00] Closing Segment

Sandhya encourages listeners to talk to local operators in the local area
Sandhya shares where you can get in contact with her (links below)

Quote/s:

“You want a local expert in whichever area you pick. Make sure there's an operator who knows that location very, very well. That's going to be crucial to know what price per door is reasonable and what rent bumps are reasonable.” – Sandhya Seshadri

You can connect with Sandhya through her:

LinkedIn: Sandhya Seshadri

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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Tom had a unique path to creating the Bulletproof Wealth® strategy. He enjoyed a 30-year career in the music industry as a recording engineer and producer, working with acts as diverse as R.E.M., Bruce Springsteen, and Amy Grant. Early in his career, his financial professional recommended a disability income policy, something he didn't even know existed. Several decades later, Tom suffered a high-frequency hearing loss while mixing a record and was no longer able to continue the job he loved. At that time, his disability income policy became the most valuable possession he owned. It provided consistent, tax-free, monthly income payments that allowed him to go back to school and learn how to help others protect their financial futures by becoming a Chartered Financial Consultant, a Chartered Life Underwriter, and a Chartered Special Needs Consultant. He also became an authorized Infinite Banking Practitioner.

In this episode, Tom recommends being on the lookout for people who can add value to your work, and then seeking out their help to up-level your skills. These types of relationships can be beneficial in any area of life, as they allow you to grow in areas in which you may not be experts. He shares that he has been involved in a lot of successful businesses and has found that being around highly effective people has had a positive impact on her growth. To learn more about Tom, listeners can visit his website at Bulletproof Wealth®!

[00:01 - 03:40] Opening Segment

Tom shares how he’s been able to grow his business through referrals from other successful entrepreneurs

[03:41 - 07:27] Building A Recession Resistant Real Estate Business

He talks about mindset and how it’s important to have a positive outlook in order to be successful
He has been involved in a lot of high-impact projects and has had great results from being around highly effective people
The more you are around professionals, the better you will be able to learn and grow
There are a variety of organizations and people that can provide you with the opportunities and mind expansion you need to reach your goals
He shares his story of how he became successful in real estate and how he’s able to help others achieve the same goals

[07:28 - 11:01] Closing Segment

Tom encourages listeners to learn more about him and his strategy of Bulletproof Wealth
Tom shares where you can get in contact with him (links below)

Quote/s:

“If I was going to get into multi-family investing, for example, I would never want to do it on my own. I would want to be working with somebody who's done it before and has closed many successful deals.” – Tom Laune

You can connect with Tom through his:

Website: Bulletproof Wealth®

Facebook: Bulletproof Wealth®

LinkedIn: Tom Laune

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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Sonya Rocvil is the principal and founder of Bedrock Real Estate Investors, a privately-owned real estate company specializing in the acquisition and asset management of multifamily apartments in the United States. With over 15 years of experience within the financial services industry, she has syndicated multifamily deals totaling 374 units and valued at $18.6 million. She has also been an equity partner for multifamily investments totaling 438 units and valued at $28.7 million. Sonya began her career as an auditor and later transitioned to finance at a Fortune 500 company. Her depth of knowledge in business analytics and strategic implementations that drive have with has made her successful in acquiring and operating multifamily properties.

In this episode, Sonya highlights the importance of security in one’s career and how it’s not just represented by a job or company, but by surrounding yourself with positive people who will support your dreams. She shares her story of how she became a successful real estate agent, what skills and qualities it takes to be successful in this industry, and how her financial background has helped her. To learn more about Sonya, listeners can visit her website at Bedrock Real Estate Investors!

[00:01 - 03:52] Opening Segment

Sonya discusses how she transitioned from accounting to real estate and why she loves the industry
She highlights the importance of security in one’s career and how it’s not just about the company itself, but about being your own boss

[03:53 - 12:57] Building A Successful Team In Real Estate With Similar Values And Goals

Learning about the market and the property
She advises preparing for a downturn by understanding your market and the property you’re buying, as well as your tenant base
He discusses how asset management is important in the real estate space and how having a strong financial background has helped the author
It is important to wear multiple hats when starting out in real estate is understanding your financials and what’s going on with your property
Building a team that shares similar values and goals
Making sure that your products are good for the people who live in your buildings

[12:58 - 18:20] Closing Segment

Sonya emphasizes that it is important to provide a good community and housing is one of the main goals of the job
Sonya shares where you can get in contact with her (links below)

Quote/s:

“It's all possible if you take consistent action towards your goals.” – Sonya Rocvil

You can connect with Sonya through her:

Website: Bedrock Real Estate Investors

LinkedIn: Sonya Rocvil

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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Axel Ragnarsson is an active real estate investor and is based in Boston, MA. He purchased his first multifamily property during his sophomore year at the University of New Hampshire where he earned degrees in Finance and Entrepreneurial Studies. It was in his studies of alternative investments that he became interested in real estate investing, leading to the founding of his real estate investment firm, Brickleaf Properties. Currently, Brickleaf Properties owns approximately $7.2M in multifamily real estate, has flipped numerous homes, and has been a principal party in $18M+ worth of transactions. Axel is also the host of The Multifamily Wealth Podcast, which is one of the most highly-rated multifamily real estate podcasts in the industry.

In this episode, Axel tells the story of how he got into real estate investing, buying his first multi-family property during his sophomore year at the University of New Hampshire. After learning about flipping houses, he found real estate and became interested in buying and owning multi-family properties. He started out by buying small multi-family properties in New Hampshire, and then gradually transitioned into larger deals in other markets. He highlights some key lessons he’s learned along the way, such as the importance of having a mindset of ownership and being resourceful in finding funding. To learn more about Keeley, listeners can visit her website at Brickleaf Properties!

[00:01 - 02:23] Opening Segment

Axel’s story illustrates how one can become an active real estate investor by learning about and taking action toward flipping houses

[02:24 - 16:59] Applying The Scarcity Mindset To Accelerate Your Business

He discusses his experience in real estate and how he bought his first property and went on to buy larger deals in other markets
The challenges faced along the way include deferring to others and not trusting one’s judgment, as well as money issues and a lack of resources
How he eventually found private lenders and learned to be an “intelligent hands-off investor”
He realized how he needed to invest in himself and his business in order to accelerate growth
Investing in social media has helped her connect with potential clients
He changed his focus on smaller to mid-sized deals in his local market and out-of-state markets
How he looks for deals with low rents and value-add opportunities

[17:00 - 21:57] Closing Segment

Axel recommends returning to smaller deals to build momentum and credibility
Axel shares where you can get in contact with him (links below)

Quote/s:

“The biggest win that had was really stuck in the whole scarcity mindset. I didn't want to spend money on marketing or spend a lot of time searching for deals, I was finding a lot of deals just through sheer work.” – Axel Ragnarsson

You can connect with Axel through his:

Website: Brickleaf Properties

Instagram: @multifamilywealth

LinkedIn: Axel Ragnarsson

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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In this episode, Keeley talks about her story of how she was let go from her corporate job two years in a row and decided to start her own business. She believes that anyone has skill sets that they can exchange for money, which allows them to be anywhere they want to be. She encourages listeners to find a balance in their lives and reminds us that we have control over our own happiness. To learn more about Keeley, listeners can visit her website at Hubbard Capital Group!

[00:01 - 03:52] Opening Segment

Keeley discusses the path she took to leave her career and the lessons she learned along the way
Chasing after significance led to her feeling emotionally drained and unfulfilled

[03:53 - 12:57] Realize What Is Most Important In Your Life

Keeley describes how she was burned out and unhappily working in a corporate job, and decided to make the leap to entrepreneurship
How she sold her dream home and liquidated everything to save money, and learned that there is no security in a corporate job
She runs her own business and is happy with the decision
Real estate investing can be hard, but it’s also fun and can bring joy
Realizing that spending time with her family and friends is what matters most in her life

[12:58 - 18:20] Closing Segment

Keeley emphasizes the importance of “less is more” in business and said that this approach has helped her achieve success in her career
Keeley shares where you can get in contact with her (links below)

Quote/s:

“The goal or what would bring you joy is just to be, yeah, not be a human doing, but to be a human being and just be an experience and take a break. Sometimes doing less is the path to success. Not doing more, not stressing yourself out.” – Keeley Hubbard

You can connect with Keeley through her:

Website: Hubbard Capital Group

Instagram: Keeley Hubbard

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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Gary Lipsky is a real estate entrepreneur who has a focus on Multifamily Syndication and currently has $65MM AUM. He is the President of Break of Day Capital, whose mission is to positively impact the lives of their investors and the communities in which they invest through the highest level of transparency and fiduciary responsibility. Gary also is the best-selling author of Best In Class and founder of the Asset Management Summit.

In this episode, Gary discusses the best practices for asset management. He believes that being vertically integrated is the best way to go because there is such a shortage of affordable housing and the economy is still going strong. He mentions that having good asset management practices can help mitigate some of the risks associated with the business. To learn more about Gary, listeners can visit his Podcast!

[00:01 - 13:52] Opening Segment

Gary shares his background working as an outdoor education company owner and starting his own real estate ventures
His reasons for moving into real estate include wanting to leave his previous business behind and seeking a new chapter in his life

[13:53 - 21:52] Managing Multifamily Properties By Tracking KPIs

He talks about when he decided it was time to move on to a different career
He recommends tracking key performance indicators (KPIs) to manage multifamily properties effectively
Best asset managers are meticulous in their approach to managing properties
Bes in class operators have a strong focus on retaining and growing residents
The importance of checks and balances in financial reporting
Having a team that is responsible for acquiring and executing properties
How having a vertically integrated company allows for better control and management of the business
The importance of having a company culture that is supportive of property management

[21:53 - 23:49] Closing Segment

Gary encourages listeners to visit his website and his podcast at www.breakofdaycapital.com!
Gary shares where you can get in contact with him (links below)

Quote/s:

“Find mistakes and if you don't have that attention to detail, if you're not going through it with a fine-tooth comb, then there's going to be a lot of extra costs and affecting your ROI.” – Gary Lipsky

You can connect with Gary through his:
Website: www.breakofdaycapital.com

LinkedIn: Gary Lipsky

Instagram: Gary Lipsky

YouTube: Gary Lipsky

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Daniel Weisfield is a third-generation mobile home park investor, operating more than 40 manufactured housing communities in 7 states and serving over 10,000 residents. His grandfather immigrated to the U.S., saved money by fixing cars in his backyard, and eventually bought a mobile home park. To build on that legacy, his professional mission is to turn the “trailer park” stereotype on its head. He believes manufactured housing is the best way to close our country’s housing gap and to create affordable home-ownership opportunities.

In this episode, Daniel shares that his family history is the motivating factor behind his return to the mobile home park industry. He appreciates the hands-on entrepreneurial skills of his grandfather and shares that he never thought he would become an entrepreneur himself. He describes their love for mobile home parks, which they feel provide affordable housing, stable tenants, and special tax treatment. He encourages homeowners to go out and do their solar projects, however, he notes that it needs to be sub-metered and have high solar incidents in order to be feasible. To learn more about Daniel’s work, listeners can visit threepillarcommunities.com!

[00:01 - 01:44] Opening Segment

Daniel talks about his long career in strategy consulting before turning to mobile home parks in 2017
He describes his grandfather’s deep craving to own land and own real estate, which is why he came to America and started investing in mobile home parks

[01:45 - 25:19] Mobile Home Parks Provide Affordable Housing For Normal People

Leverage loans to expand holdings is a successful strategy for mobile home park investors
Private equity investors are buying up mobile home parks in order to renovate them and create affordable neighborhoods
Creating affordable housing and helping residents build wealth
The shortage of affordable housing in the US and mobile home parks are one solution to this problem
He is looking to build a community in Donley, Idaho that will offer affordable workforce housing
He shares his passion for solar energy and community-level solar projects

[25:20 - 37:25] Closing Segment

Daniel encourages listeners to learn more about threepillarcommunities.com and their services by visiting their website or his Podcast!
Daniel shares where you can get in contact with him (links below)

Quote/s:

“Even though I'm unproven, this is my first deal, but my family's been doing it for a long time. I've got kind of a support network here. It made it easier to take that risk.” – Daniel Weisfield

You can connect with Daniel through his:
Website: threepillarcommunities.com

LinkedIn: Daniel Weisfield

Twitter: Daniel Weisfield

Substack: https://danielweisfield.substack.com/

Medium: Daniel Weisfield

Get Revue: Daniel Weisfield

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Veena Jetti (VEE-nuh JEH-tee) is the founding partner of Vive (rhymes with "five") Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors. Veena brings a dynamic perspective to targeting, acquiring, managing, and operating assets using best practices combined with cutting-edge technologies. Her professional expertise includes driving corporate strategy and business development opportunities. She discusses the “rule of thumb” that she uses when investing in real estate. She advises investors to be aware of the role of each party in the deal and understand the business plan. She recommends evaluating the market conditions and the company’s history before investing.

In this episode, Veena shares her tips for vetting potential sponsors and how to be proactive in your search. She recommends understanding the goals of the investor, assessing whether the sponsor is aligned with these goals,, and checking to see if the sponsor is legal and compliant. She discusses some important things to know before investing in a project, such as understanding the person you are speaking with, their role in the deal, and the business plan. To learn more about Veena, listeners can visit http://www.vivefunds.com!

[00:01 - 01:44] Opening Segment

Veena discusses what to look for in a sponsor, and how to vet one
Making sure your goals are aligned with the sponsor is key, as well as knowing about the team

[01:45 - 25:19] Vet A Sponsor That Aligns With Your Goals

Investors can verify sponsors on EDGAR.gov
Every sponsor will say their investment is conservative
Investors should evaluate the business plan for themselves
It takes time to get acquainted with a new investment
How important it is for people getting into the real estate space to be careful with their money

[25:20 - 37:25] Closing Segment

Veena recommends visiting her website at http://www.vivefunds.com!
Veena shares where you can get in contact with her (links below)

Quote/s:

“If you're thinking about investing into real estate and you want to invest into a syndicated deal you want to make sure that you're finding a sponsor that has goals that are aligned with yours.” – Veena Jetti

You can connect with Veena through her:
Website: http://www.vivefunds.com

Facebook: @veenajetti

Instagram: veenajetti

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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They are real estate investors focusing on multifamily. They purchase/syndicate large multifamily properties in the Southeast and develop luxury multifamily condominiums in the Boston market. They also develop affordable housing and have experience with land entitlement.

Nick is the co-founder and managing principal of Winterspring Capital (winterspringcapital.com) and has over a decade of experience in all phases of commercial real estate, including asset management, sales, new construction development, and property management. While building his own portfolio, he has also guided many investors down the path of multifamily investment, management, or development. He is an expert on multifamily condominium development, underwriting, and asset management in the multifamily space and is also the author of the top-rated book “Making Millions through Multi-Family Development.”

Eric DiNicola, co-founder and managing principal of Winterspring Capital, has a strong financial background spanning over a decade. Eric understands the importance of investment diversification. He began working in public equity in 2010 and moved into the private equity markets where he worked on valuations and capital raising. Joining forces with Nick in 2015, he leveraged his investment experience and expertise to accelerate the growth of Winterspring's real estate business. Heading up our acquisitions team, Eric leans on his extensive broker network to keep Winterspring's deal pipeline full.

In this episode, Nick Earls and Eric DiNicola share their journey to becoming financially independent. They share how they shifted their focus to affordable housing after seeing a big market demand for it. They share that they offer educational resources on their website, including articles and a book about developing condos. To learn more about Nick Earls and Eric DiNicola and their work, listeners can visit Winter Spring Capital!

[00:01 - 01:44] Opening Segment

Nick Earls and Eric DiNicola shares how they purchased and syndicated large multi-family properties and developed luxury multi-family condominiums in the Boston market
They share how they met and decided to start their own company that focuses on real estate

[01:45 - 25:19] Developing Homes For People Who Want To Be Part Of The Community

Nick Earls and Eric DiNicola describe what zoning codes are
The demand for affordable housing in Boston
Learning to navigate the city’s politics to get their projects approved
Teamwork is key for any real estate development
They recommend having a good zoning attorney
Neighborhood groups can be a major obstacle for developers
Developers must be patient and holistic in their approach to gain the support of these groups
Zoning codes are outdated which limits the number of homes that can be built

[25:20 - 37:25] Closing Segment

Nick Earls and Eric DiNicola discuss the origins of the company, where all units must be sold at an affordable price, and that there are different price brackets based on area median income
Nick Earls and Eric DiNicola share where you can get in contact with them (links below)

Quote/s:

“You've got a supply restriction through the zoning code and developers like us. What we do is we go in and we entitle land and it's a very political process… And that barrier to entry allows you to get really profitable projects if you're able to get through kind of all those hoops of fire you got to jump through.” – Nick Earls

“People want to move here. It's not just this building that's going up, this is to house people who want to be part of this community, who want to live here, want to contribute to the community, who want to be friends with the neighbors and work. So that's, I think is the ultimate holistic way to look at it.” – Eric DiNicola

You can connect with Nick Earls and Eric DiNicola through their:
LinkedIn: Winter Spring Capital

Instagram: Winter Spring Capital

Facebook: Winter Spring Capital

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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Charlotte is a graduate of The Georgia Institute of Technology where she earned her B.S. in Business with a focus on business analytics and technology. Coming from China at 16 without her parents, Charlotte's strong drive to succeed led her onto a path to build her own company. Along with her business partner, Rick, Charlotte started Johns Creek Capital, LLC in early 2020. From only 2 investors at the beginning of the firm's founding, Charlotte and the team led the company to a total investor subscription of over $5 Million. Charlotte is also a Certified Associate in Project Management and speaks fluent Mandarin. She enjoys playing the piano and doing equestrian sports in her spare time.

In this episode, Charlotte shares her story of how she got started in the real estate industry and how she was able to purchase a mobile home park. She discusses a “waterfall structure”, which is a type of investment agreement where the return percentage increases each year. She discusses how it is important when you’re figuring out the business to figure out who to partner with. To learn more about Charlotte and her work, listeners can visit John’s Creek Capital!

[00:01 - 03:04] Opening Segment

Charlotte shares her story of how she got into the real estate industry
How she worked as a business analyst and used her salary to finance her first deal
She started looking into scaling and bought a duplex in the North of Georgia

[03:05 - 23:24] Finding Success With Undervalued Asset Classes

Charlotte tells us that the best thing she’s ever done is invest in her own mobile home park business
Taking a calculated risk that she believes will pay off in the long run
She found mobile home parks to be an undervalued asset class that is ripe for expansion
Making an offer on seller financing and negotiating a bit to get it into escrow
She shares a story of starting John’s Creek Capital and how she met her business partner

[23:25 - 29:48] Closing Segment

Charlotte shares that her goal is to grow the business significantly in the next few years and encourages listeners to check out John’s Creek Capital!
Charlotte shares where you can get in contact with her (links below)

Quote/s:

“I'm a firm believer in escaping competition and creating monopoly in a small niche, and then expand on that. That's how you succeed.” – Charlotte Dunford

You can connect with Charlotte through his:
Website: John’s Creek Capital

Twitter: Charlotte Dunford

YouTube: Johns Creek Capital

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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In this episode, Daniel shares his belief that it is okay to do deals that are not “triple grand slams”. He encourages listeners not to get stuck in analysis paralysis and to take action. He stresses the importance of mindset in real estate investing, urging listeners to not wait for the perfect deal, but instead to go out and buy a deal that makes sense. To learn more about Daniel’s work, listeners can visit threepillarcommunities.com!

[00:01 - 02:35] Opening Segment

Daniel shares his perspective on mindset in real estate investing, emphasizing the importance of making a bet on oneself and not waiting for the perfect deal

[02:36 - 02:55] There Is No “Perfect Deal”, Bet On Yourself

People often suffer from analysis paralysis, due to the fear of making a mistake
There is no perfect deal, and it is okay to do fine deals
Assembling a portfolio of experiences and assets

[02:56 - 07:27] Closing Segment

Daniel shares where you can get in contact with him (links below)

Quote/s:

“If you want to get started investing in real estate, go invest in real estate.” – Daniel Weisfield

You can connect with Daniel through his:
Website: threepillarcommunities.com

LinkedIn: Daniel Weisfield

Twitter: Daniel Weisfield

Substack: https://danielweisfield.substack.com/

Medium: Daniel Weisfield

Get Revue: Daniel Weisfield

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Melissa Houston is the founder of The Fractional CFO Agency, a columnist at Forbes.com, and the host of The Business Society podcast. She's a licensed Chartered Professional Accountant (CPA), and a Financial Strategist for CEOs, and she helps successful business owners increase their profit margins without having to increase revenue, so that they keep more money in their pocket while increasing their personal wealth.

In this episode, Melissa shares that it’s common for people to have money stories that hold them back, and if you’re not able to release them, they will control you. She discusses the importance of downside protection and recession-resistant asset classes, as well as how to forge strong relationships with operating partners and investors. To learn more about Melissa’s work, listeners can visit her podcast at her website!

[00:01 - 04:17] Opening Segment

Melissa shares how her story to remind people that your mistakes don’t define you, and as humans, we all make mistakes and can recover from them
She talks about her experience with financial infidelity

[04:38 - 20:12] Identifying Issues To Overcome Financial Infidelity

Melissa shares her story of how she became overwhelmed with debt
She found relief by seeking out professional help and learning about her money story
She shares that everyone has a “money story”, and it is important to learn how to release these stories in order to live a life that is truly fulfilling
It is important to identify the real issue and get help from a professional
She shares the common issue that business owners which are:
Overwhelm
Fear of looking at their numbers

[20:13 - 23:34] Closing Segment

Melissa shares to focus and mindset and coaching help business owners overcome these obstacles and reach their financial goals
Melissa shares where you can get in contact with her (links below)

Quote/s:

“It's really important to me to help business owners understand how important it is to create profit in their business and how they can increase their profit margins so that they keep more money for themselves and they can build their own net worth.” – Melissa Houston

You can connect with Melissa through her:

Website: Melissa Houston

Instagram: Melissa Houston

LinkedIn: Melissa Houston

Facebook: Melissa Houston

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Letizia Alto is a physician, real estate investor, and blogger at Semi-Retired MD. She and her husband started investing in cash-flowing real estate in 2105 and have since grown their personal portfolio to over 125 units. Letizia helps doctors learn to invest in real estate to achieve financial freedom. Thousands of doctors and their spouses have now taken her online course, Zero to Freedom Through Cash Flowing Rentals, and have started building their own real estate portfolios of long and short-term rentals, securing a steady source of income outside of clinical medicine.

In this episode, Letizia shares her story of following the traditional doctor route before becoming inspired by a book that changed her life and pursue real estate investing. She was able to shelter all of their income by having one of them halftime, and have since grown their personal portfolio to over 150 units. She is currently working on a book that will teach other doctors how to do the same. To learn more about Letizia’s work, listeners can visit her podcast at Doctors Building Wealth!

[00:01 - 04:37] Opening Segment

Letizia and her partner are the owners of Semi Retired MD, and they are both physicians
They started investing in cash-flowing real estate in 2015
She shares how she and her husband were able to gain real estate professional status and shelter all their income by having one of them halftime

[04:38 - 19:41] How To Achieve Your “Why” And Satisfy Your Growth

Letizia shares how she used straight-line depreciation and rehabbing to generate losses
Married couples only have one person needs to have real estate tax professional status to offset income
She realized they wanted to build wealth in real estate
When helping people get started in real estate
The importance of having a “Why” is that it’s strong and is tied to emotion
She shares how they reached a milestone of replacing both their clinical incomes in seven years
How their blog led to growth in their portfolio and helped them to overcome limiting beliefs about their capabilities

[19:42 - 26:27] Closing Segment

Letizia shares to have a community and a high standard of living around them was key to their success
Letizia shares where you can get in contact with her (links below)

Quote/s:

“If you can identify “Why” you want to do something, then the “How” becomes less important.” – Letizia Alto

You can connect with Letizia through her:
Website: Semi Retired MD

Instagram: Semi Retired MD

Facebook: Semi Retired MD

Podcast: Doctors Building Wealth

WANT TO LEARN MORE?

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Or send me an email at sujata@luxe-cap.com

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Isaac Weinberger is the Regional Sales Manager at Madison SPECS. He is an expert on wealth building and cost segregation. As a kid, he always had an entrepreneurship personality which led him to open up a massive lawn mowing operation. From there, he moved and eventually moved on to manage Marcy’s, a high-end clothing retailer. Many of his friends advised him to enter the real estate space which led him to Madison SPECS. His experience has allowed him the opportunity to meet many amazing people in the real estate space.

In this episode, Isaac discusses how a mindset of patience can lead to frustration in today’s market. He shares his advice on how to build wealth over time through patience and planting seeds. He shares that it is important to pass on work ethic and values to children, as they can be difficult to teach if the parents are rich and want to spoil their children. He recommends that parents invest in their children’s education and give them opportunities, rather than relying on inheritance.

[00:01 - 01:22] Opening Segment

Isaac explains cost segregation
How cost segregation can supercharge the tax benefits for multi-family and other recession-resilient asset classes

[01:23 - 09:34] How To Pass On Wealth For Future Generations

The importance of creating a work ethic in children and how it can be passed down from parents to their children
He credits his own success to the hard work he put in during his upbringing, which was difficult due to his family’s wealth
He discusses wealth building and the importance of passing it on from generation to generation
He shares tips on how to teach your children about money and how to build wealth

[09:35 - 11:29] Closing Segment

Isaac encourages listeners to take time to reflect on what they truly desire in life, then think about one thing they can do to push the ball forward
Isaac shares where you can get in contact with him (links below)

Quote/s:

“It's very important for you and for me, and for anybody else that has aspirations to do well for people that are already doing well.” – Isaac Weinberger

You can connect with Isaac through his:
Website: Madison SPECS

LinkedIn: Isaac Weinberger

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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Christopher Calandra is the founder and principal of Elliott Wealth Management Services, LLC which has offices in Connecticut and Florida. Chris is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over twenty-nine years of experience helping entrepreneurs, retirees, and families achieve their financial goals and objectives. He provides each client with individual attention and tailored strategies to achieve their goals. He is committed to devoting as much time and effort possible to clients to explain financial concepts, strategies, and investment alternatives in a way that is easily understood; allowing his diverse client base to make informed financial decisions. Chris is also the host of the Simply Financial podcast.

In this episode, Christopher talks about how long interest rates are helping to drive up real estate values and how demographics, the pandemic, and the lack of available homes are all contributing to the current run-up in prices. He recommends listeners check out his website for more information on passive income and how to achieve their goals using it at Elliott Wealth Management Services, LLC!

[00:01 - 10:51] Opening Segment

Christopher sees the real estate market as being driven by low-interest rates, low inflation, and population growth

[10:52 - 10:16] How lower Interest Rates Affect Inflation

The Federal Reserve has been lowering interest rates to spur economic growth
Lower rates could become less effective if the economy slows down or another recession occurs
Inflation is increasing, and the government has reported that it is only temporary
The potential consequences of the amount of money in the economy

[10:17 - 34:13] How Real Estate Prices Drive The Economy

The main drivers of real estate prices are:
- Home economy
- Limited housing supply
- Increased demand
Real estate prices will eventually go down as a result of the different drivers of economy

[34:14 - 41:12] Closing Segment

Christopher shares valuable insights and information on passive income
Christopher shares where you can get in contact with him (links below)

Quote/s:

“If enough people think something's going to happen, they may actually bring about that outcome just by changing their behavior in the marketplace.” – Christopher Calandra

You can connect with Christopher through his:
Website: Elliott Wealth Management Services, LLC

Facebook: Elliott Wealth

LinkedIn: Elliott Wealth

Twitter: Elliott Wealth

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Whitney Elkins-Hutten is the Director of Investor Education at PassiveInvesting.com and a partner in $700MM+ in real estate — including over 5000+ residential units (MF, MHP, SFR, and assisted living) and more than 1400+ self-storage units across 8 states—and experience flipping over $3.0MM in residential real estate.

In this episode, Whitney discusses the unique benefits of investing in hotels. Hotel properties have historically provided stable returns and appreciation without high operational expenditures. She explains that while hotels may not be the best choice for all investors, they are a great option for those looking for a leisure-oriented property with a corporate overlay. She shares that she is interested in markets that have been impacted by air travel, such as Hilton Head, which is a destination that people would naturally visit regardless of air travel. She believes that travel trends will continue to move in this direction and are looking for markets where this trend already exists. To learn more about Whitney and her short-term rental businesses, listeners can visit her website at https://www.passiveinvesting.com/whitney/!

[00:01 - 05:03] Opening Segment

Whitney discusses how hotels are an interesting real estate niche
She says that hotels are a good investment for those who want to invest in a luxury tier without having to spend a lot of money on operational costs

[05:04 - 10:16] Leisure-Driven Hotels Are Recession-Resistant

Hotels provide stability and appreciation without high operational costs
She discusses how her company’s focus on acquiring leisure-driven hotels, which are seen as recession-resistant
Her company is conservative in its approach to underwriting
The operational play focuses on capturing rent at a break-even occupancy rate while underwriting at a high occupancy rate to ensure profitability

[10:17 - 17:04] Acquiring Hotels And Renovating Them For Local Travellers

Whitney shares how her team is acquiring hotels, renovating them, and then selling them to investors
Her team’s experience in hotel development and management
The properties are expected to have a similar return profile to multifamily and self-storage
Local travel is becoming more popular, and it’s cheaper than international travel

[17:05 - 19:20] Closing Segment

Whitney shares some tips on how to invest in real estate using passive investing methods
Whitney shares where you can get in contact with her (links below)

Quote/s:

“We're looking for markets where the travel trend was already there… Regardless of air travel or international travel. And so, those are the type of markets that we're looking for.” – Whitney Elkins-Hutten

You can connect with Whitney through her:
Website: https://www.passiveinvesting.com/whitney/

LinkedIn: Whitney Elkins-Hutten

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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Ken Van Liew is the #1 international bestselling author of the Modern Wealth Building Formula, an educator, engineer, and public speaker, and a world-renowned authority on Real Estate Investment and Development. One of Ken's most recent accomplishments is approving the largest project in Franklin County, NC history. He created the Modern Wealth Building Formula Coaching Program and the Global Real Estate Investment Enterprise, the world's highest real estate education and training level. He sincerely helps people achieve their financial goals and freedom, business success, real estate, and dreams in life.

In this episode, Ken discusses how he started off by buying a toy building on 6th Avenue and then went on to buy St. Vincent’s Hospital and had mezzanine loans with Lehman Brothers. However, everything fell apart overnight when the financial crisis hit and he had to come back from bankruptcy. He is a successful real estate investor who has used various principles of personal development, including the teachings of Tony Robbins, to build his wealth. He describes how he came up with the modern wealth-building formula, which is a system that emphasizes wisdom, bold leadership, and forward-thinking. For more information about Ken Van Liew, go to: https://kenvanliew.com/!

[00:01 - 02:04] Opening Segment

Ken shares his background in civil engineering and started his professional career with a 6-figure debt and a burning desire to serve others
His success comes from his ability to build relationships and work with people
He credits his education and experience in construction with helping him succeed in real estate investing

[02:05 - 14:13] How To Overcome Challenges In The Residential Market

Ken describes his journey from civil engineer to development executive, and how it led him to develop a mindset for success in the residential market
He credits his education and networking opportunities with helping him to succeed in the development industry
He describes how he was able to use vertical innovation (merging ecosystems) to overcome challenges in the residential market
Creating the “Modern Wealth Building Formula”, which is a system of principles that help build wealth

[14:14 - 22:24] Utilizing The Modern Wealth Building Formula

Ken uses the principles in his books which are:
- Massive action
- Wisdom
- Bold Leadership
He uses the principles to find and invest in real estate deals, and he teaches others how to do the same
His book covers residential, commercial, and development

[22:25 - 31:19] Closing Segment

Ken is currently writing a book and shooting videos to share his knowledge with the world
Ken shares where you can get in contact with him (links below)

Quote/s:

“I emphasize the importance of building a dream team and how you can accomplish anything you put your mind to it.” – Ken Van Liew

You can connect with Ken through his:
Website: Ken Van Liew

Facebook: Ken Van Liew

Instagram: Ken Van Liew

LinkedIn: Ken Van Liew

Twitter: Ken Van Liew

Pinterest: Ken Van Liew

YouTube: Ken Van Liew

TikTok: Ken Van Liew

WANT TO LEARN MORE?

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Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Modern Wealth Building Formula: How to Master Real Estate Investing

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Aharon Goins is an active real estate investor and retired military veteran. Aharon hosts the weekly All in on real estate meetup every Thursday at 7:00 pm EST. The mission of the meetup is to teach the attendees the benefits of real estate investing.

Aharon got into real estate because he wanted to get out of the “Rat Race” of working for someone else and to change lives for the better. He is determined to help people build generational wealth through real estate not only for them but for their families.

In this episode, Aharon discusses his journey into real estate which began when he started looking for ways to diversify his income and invest without having to stay in his W2 job. He found success by taking courses, wholesaling, and networking with experienced investors. Through his experiences, Aaron has developed a wealth of knowledge that he is able to share with others through his weekly meetup, listeners can find out more at his website, All In Homes, LLC!

[00:01 - 03:31] Opening Segment

Aharon shares his story of how he got into real estate
How he transitioned from working in W2 to starting his own business

[03:32 - 08:56] Real Estate Is A Good Investment

Aharon started wholesaling in Montgomery before he pivoted to multi-family real estate
He found it difficult to wholesale homes at a price point
He hired a coach and went all in into multi-family real estate
He used VA loans to refinance into conventional mortgages

[08:57 - 16:23] Make The Most Of Networking Events

The need to be visible in order to for people to know who you are
Networking is powerful and can help you connect with people who can help you achieve your goals
Have a focus when attending networking events
Remember that everyone is amazing and has something valuable to offer

[16:24 - 18:52] Closing Segment

Aharon advises you to believe in yourself and go out there and talk to people!
Aharon shares where you can get in contact with him (links below)

Quote/s:

“You got to get your name out there. You got to know people because you never know you might be one deal away or one person away from changing your whole life.” – Aharon Goins

You can connect with Aharon through his:
Website: All In Homes, LLC

LinkedIn: Aharon Goins

Instagram: Aharon Goins

YouTube: Aharon Goins

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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In this episode, Sandhya discusses how she started to learn how business people think and they come up with decisions. Her experience as a real estate investor has taught her how to be disciplined to invest their profits and bonuses, instead of spending all of it on frivolous things. She shares her wisdom about how to manage your money so that you can live a comfortable and successful life. To learn more about her work, listeners can visit her LinkedIn!

[00:01 - 01:30] Opening Segment

Sandhya shares how she became a millionaire by investing in the stock market
She advises listeners to get rid of naysayers and follow people who have achieved similar goals
She emphasizes the importance of having a clear goal and being persistent in achieving it

[01:31 - 07:07] How To Spend Wisely And Achieve Your Goals

Sandhya advises against spending all of one’s earnings immediately, instead investing them for future growth
She recommends waiting for sales and using bargains to buy items before Christmas
She advises against comparing oneself to others on social media, as their paths may be different
She has set goals and milestones for themselves and tracks their progress regularly

[07:08 - 13:44] Develop And Protect Your Reputation In The Real Estate Industry

It is important to develop a good reputation in the real estate industry
It can take years to develop a good reputation, and one bad deal could destroy it
One key way to protect your reputation is to carefully guard it
It’s important to be mindful of how much of your income you spend on things that don’t pay off

[13:45 - 16:23] Closing Segment

Sandhya advises listeners to be persistent because it is key when it comes to building a successful real estate career
Sandhya shares where you can get in contact with her (links below)

Quote/s:

“Your reputation is everything in this industry. So, guard it carefully. It takes years to develop and just one deal to destroy it.” – Sandhya Seshadri

You can connect with Sandhya through her:
LinkedIn: multifamily4you

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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Karen Briscoe is the creator of the transformative "5 Minute Success" concept. Her first book Real Estate Success in 5 Minutes a Day: Secrets of a Top Agent Revealed, and Commit to Get Leads: 66 Day Challenge® and Consult to Sell: 66 Day Challenge® offers a combination of information and inspiration delivered through memorable stories. The daily format with takeaways propels one to achieve success at a higher level in business and life. Topics include: Commit to Get Leads; Consult to Sell; Connect to Build and Grow; Success Thinking, Activities, and Vision; which all lead to the Sweet Spot of Success. Her most recent book, Flip Time / Love Life is a Heroine’s Journey tale about loving the life you have while you create and co-create the life of your dreams.

Karen is the principal owner of the Huckaby Briscoe Conroy Group (HBC) with Keller Williams. The HBC Group has been recognized by the Wall Street Journal as one of the 250 Top Realtor® teams in the United States. Since 1977, HBC Group has sold over 1,500 homes valued at over $1.5 billion. The team consistently sells over 100 residential properties annually ranging from multi-million-dollar luxury estates to condominiums and townhomes. Primary market areas include Northern Virginia, suburban Maryland, and Washington, DC.

In this episode, Karen shares her story of rebuilding her business after two business partners passed away and how she successfully overcame challenges by implementing strategies learned from personal and professional experience. She discusses the ‘5-Minute success’ concept which is about committing to get leads, converting them into deals, and creating systems to sustain all of that on an ongoing basis. Success thinking activities and vision are also included. To learn more about Karen and ~, listeners can visit her website at 5 Minute Success!

[00:01 - 04:19] Opening Segment

Karen is the creator of the transformative ‘Five Minute Success”
Her first business partner passed away, and she brought on another business partner to help rebuild her company

[04:20 - 18:08] Building Relationships To Perform At Your Highest Self

The “Five Minute Success” concept is based on the theory that limiting and restricting time can help people be more effective and efficient
The book is designed is to help people achieve a higher level of success
To change what is in one’s life and business, changing the way one looks at things might be necessary
One strategy for changing one’s life and business is activity blocking
Another strategy for changing one’s life and business is front loading or backfilling, which is to work ahead or catch up afterwards
People are focused on the safety and security of their families during the pandemic

[18:09 - 24:45] Closing Segment

Karen shares success tips for moving the needle in one’s life, including starting small and building up
Karen shares where you can get in contact with her (links below)

Quote/s:

“If you're doing what you are called to do what you're best at, then you're going to be better attunement with yourself, with the people around you. So, you're going to have better relationships. You're going to actually perform at your highest self. There's nothing greater security than that.” – Karen Briscoe

You can connect with Karen through her:
Website: 5 Minute Success

Facebook: 5 Minute Success

Twitter: 5 Minute Success
LinkedIn: 5 Minute Success

YouTube: 5 Minute Success

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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Bryan Shimeall is the Vice President based out of Orlando, FL. After graduating from Auburn University, Bryan worked in IT Sales, then later moved to Florida and started a successful real estate development company. Since 2009, Bryan has worked as a producer in the insurance industry managing clients in the real estate, construction, hospitality, and non-profit sectors. Bryan will be involved with the development and servicing of new risk management and insurance clients for the firm. We are very excited to have Bryan on board!

In this episode, Bryan discusses how to succeed in the multifamily industry during difficult times. He explains that it’s important to diversify into insurance, as rates are increasing and the market is difficult. He discusses how climate change is impacting rates for multifamily properties and recommends maintaining good information on your properties, walking them regularly, and avoiding deferred maintenance. To know more about carrier biases and social inflation in the multifamily industry, listeners are invited to visit https://tbmins.com/!

[00:01 - 06:17] Opening Segment

Bryan has over 10 years of experience in the multi-family insurance industry
He is currently ensuring over 400, 000 units nationwide and is involved with multi-family syndicators
He shares his experience as a builder and developer during the 2008 real estate market crash
It led him to enter the real estate insurance industry
He discusses how overpaying for insurance can lead to financial hardship

[06:18 - 24:12] Seek Advice With An Professional Who Understands The Real Estate Industry

Bryan discusses how the industry changed after the 2008 recession
- How that led to increased insurance claims and rates
He recommends working with an insurance agent who understands multifamily property insurance
- Who can help you make smart decisions about your coverage
He talks about the number of lawsuits and the size of the lawsuits in the real estate industry are on the rise, and this is due to social inflation
- Social inflation is caused by a number of factors, including the way that the internet and social media have changed how people communicate
He discusses how the real estate industry needs to reform in order to control insurance costs

[24:13 - 28:46] Closing Segment

Bryan advises listeners to connect with other investors on the website to discuss strategies and share tips, https://tbmins.com/!
Bryan shares where you can get in contact with him (links below)

Quote/s:

“You really need somebody that really understands all aspects of the multifamily insurance and all aspects of the industry itself.” – Bryan Shimeall

You can connect with Bryan through his:
Website: https://tbmins.com/

LinkedIn: Bryan Shimeall

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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Laura Alamery is and has been a real estate investor for over 30 years. She now mentors new and experienced real estate investors nationwide. Laura has experience in all aspects of residential real estate investing, from wholesale, buy and hold, fix and flip, and raising private money. From acquisition to the disposition of the properties, she has a team of investors and partners with a proven track record, who can do it all. Laura shares her wisdom on how to become a passive investor and she gives her advice on how to empower women in the real estate industry.

In this episode, Laura talks about starting a business in the real estate industry. She shares her experience and advice on how to get started in this exciting and lucrative field. She is always looking to connect with sellers and build relationships, before even starting any negotiations. She believes that you should always be positive and frame the conversation in a way that the other person feels welcome and excited to meet you. When talking to sellers, make sure you are aware of their situation and what options they have available to them. If you’re interested visit her website at http://www.lauraalamery.com!

[00:01 - 02:10] Opening Segment

Laura emphasizes the importance of having positive conversations with sellers, being transparent, and being eager to learn

[02:11 - 06:57] How To Have Successful Conversations With Sellers

Laura provides tips on how to have conversations with sellers and be of service while growing your business
She recommends framing the conversations before picking up the phone and being aware of the seller’s feelings during the conversations
She emphasizes the importance of building relationships with sellers and referring them to other professionals if they need help

[06:58 - 08:56] Closing Segment

Laura asks listeners to reflect on what they want in life and think of one thing they can do to move closer to achieving that goal
Laura shares where you can get in contact with her (links below)

Quote/s:

“You are in this for the long term, you're going to build a name in the industry, and that's so much more important than anything.” – Laura Alamery

You can connect with Laura through his:
Website: http://www.lauraalamery.com

Instagram: @lauraalamery

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

YouTube: https://www.youtube.com/user/realestatementorship

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Isaac Bennett is the founder of You Are: A People Brand. He previously served as Vice President of Sales for Morton Industries. He has an extensive background in international real estate, equity, and alternative asset investments. He has traveled to over 50 countries, having done business in over 100. He loves baseball, music, and spending time with his wife, Blake, and his many nieces and nephews. He talks about how he overcame his depression by being productive and working hard, and how he is not free from it.

In this episode, Isaac talks about how he got into the real estate space and the reasons he’s interested in it—namely, his belief that alternative assets offer a future cash flow stream that is cheaper to acquire than traditional assets. He touches on tokenization and how it could play into the syndication space in the future. He invites listeners to visit his website at, https://www.apeoplebrand.com/!

[00:01 - 05:55] Opening Segment

Isaac says that alternatives offer something that traditional spaces cannot, which is the future cash flows bought at a reasonable rate
He’s most excited about the potential for royalties in the space, as well as tokenization of larger assets

[05:56 - 14:22] How To Build A Successful Mobile Home Park Business

Real estate is a difficult asset to sell, and there is a temptation to sell everyday
Tokenization offers a way between the two, where you are holding assets that people know they own
Managing investors and raising money is one of the biggest value-adds
There are reasons that we typically pass on deals, such as if it looks like it’s structured based on a cycle
He discusses how the company is looking for deals in cities that are growing but are being ignored by investors

[14:23 - 27:31] Closing Segment

Isaac shares that there is a lot of opportunity in the mobile home park spaces, and there is potential for those who have an “Eagle Eye” to have a successful business in the industry over the next five to ten years
Isaac shares where you can get in contact with him (links below)

Quote/s:

“One of the best parts about real estate is it's super hard to sell. If you wake up in a bad mood, you can't just go hit the sell button. I think that one of the best advantages of real estate is that it's illiquid.” – Isaac Bennett

You can connect with Isaac through his:

Website: https://www.apeoplebrand.com/

Facebook: A People Brand

Instagram: A People Brand

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Ruben Izgelov has quickly become a renowned real estate expert, speaker, and guide for many professionals in the industry. The most prosperous time in Ruben’s career was during the 2009 financial crisis; during this time, he bought, fixed, and sold distressed properties, which showed his determination in both bullish and bearish markets. After using private money financing, himself, he quickly saw the innovation desperately needed in the private lending space. He decided to spearhead it by co-founding We Lend, LLC (a private lending platform).

In this episode, Ruben shares his journey into real estate and how he became interested in the field at a young age. He believes that real estate is a great opportunity and he’s using passive income strategies to make money in the market. He discusses his current investments and the types of borrowers he’s looking for, and he offers his advice on how listeners can find success in the real estate space as well.

[00:01 - 04:55] Opening Segment

Ruben is a real estate investor and loan officer who has been in the real estate industry for over 20 years
He attended law school but decided to pivot and go back into real estate

[04:56 - 16:47] Preventing A Foreclosure Through Underwriting

Ruben discusses how a debt fund can be beneficial to those looking for both capital and operators
How his company is focused on lending money to experienced operators who are looking for a stable investment with high returns
He shares that his company is always onboarding limited partners and focuses on a deal that has upside potential and is recession-resistant
Underwriting is more important than ever
Reducing exposure allows for more equity in the event of foreclosure
The tax benefits of a self-directed IRA
He shares his experience at a networking event

[16:48 - 20:39] Closing Segment

Ruben shares that investors should be aware of current trends, including volatility, and be mindful of where their money is invested
Ruben shares where you can get in contact with him (links below)

Quote/s:

“Underwriting is more important than ever. It's not a matter of making sure that you can foreclose on a property, it's a matter of preventing foreclosure.” – Ruben Izgelov

You can connect with Ruben through his:

Website: welendllc

Instagram: welendllc

Facebook: welendllc

LinkedIn: welendllc

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Alex Jarbo is a short-term rental developer and manager. He was born and raised in Detroit, Michigan. He served in the Marine Corps for 4 1⁄2 years where he was stationed in Washington DC apart of the Marine Corps Honor Guard. He left the Marine Corps at 22 years old to pursue his career as a real estate professional. He is the founder and CEO of Sargon Investments, and he has a goal of developing 650 cabins in the next 3 years. Alex holds an MBA with a concentration in Real Estate Development and is currently finishing a Doctorate in Business with a concentration in Leadership. He is the host of the YouTube channel Alex Builds where he teaches the ins and outs of short-term development and management.

In this episode, Alex shares his story of how he has made progress towards his short-term rental development goals by implementing a framework and focusing on daily tasks. He emphasizes the importance of uninterrupted time to focus on his goals and recommends breaking goals down into smaller, manageable tasks. He discusses the idea of setting goals and timelines for oneself in order to achieve them more efficiently. He found that by focusing on achieving specific goals in a shorter amount of time, there is less pressure and stress involved. He mentions a book called, “The ONE thing” by Gary Keller, which focused on goal setting was very helpful in achieving their desired outcome. Listeners can learn more about him and his firm by visiting his website at https://www.alexjarbo.com/!

[00:01 - 09:35] Opening Segment

Alex has made progress towards his goals in the space through careful intelligent investing and a mindset focused on framework and schedule

[09:36 - 18:55] A Framework That Will Help You On Your Goals

Alex mentions the most productive time for him
Having a framework for one’s goals is important, as is breaking tasks down into manageable chunks to make them seem less daunting
Having uninterrupted time to work on one’s goals is key to success
He shares his tips for setting goals and achieving them in 12 weeks

[18:56 - 25:45] Closing Segment

Alex offers his advice to those interested in short-term rental properties
Join Alex's Masterclass at, http://bdbstrmasterclass.com/!
Alex shares where you can get in contact with him (links below)

Quote/s:

“Outside of mindset, I would say like the biggest thing is making sure that there's a framework that you can just follow on a daily basis because that will help with the mindset stuff as well. It's like having a big goal, but also having a framework to help you achieve that goal.” – Alex Jarbo

You can connect with Alex through his:

Website: https://www.alexjarbo.com/

Facebook: Alex Jarbo

LinkedIn: Alex Jarbo

YouTube: Alex Jarbo

Instagram: Alex Jarbo

LinkedIn: Alex Jarbo

Masterclass: http://bdbstrmasterclass.com/

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Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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The ONE Thing: The Surprisingly Simple Truth About Extraordinary Results

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Abigail Thomson has been building the foundations of success through her attendance and graduation from the University of Arkansas Walton College of Business. She has been able to acquire knowledge and skills from experts in the industry during her time at the university, as well as watch and learn from her father over the years. This unique experience has allowed Abigail to be more than equipped and ready to tackle the real estate industry head-on. As the CMO of Thomson Multi-Family Group, Abigail has been able to effectively communicate the company’s goals and mission to all involved at every stage. She is able to bring a young perspective that creates a fresh and new dynamic to the group. She is constantly trying to innovate and bring creative ideas to the table. She is excited to take these concepts and create her version of the Next Level American Dream.

In this episode, Abigail talks about how she was inspired to start her own business when she realized that she could travel more easily if she had enough passive income. She and her father partnered up and bought rental properties to fund their startup in the multifamily market. She discusses her transition from owning single-family homes to acquiring multifamily properties. She has a lot of knowledge to share about real estate and passive income and she is very friendly and easy to talk to. She talks about how people can learn more about her and her business through her social media platforms and her podcast!

[00:01 - 09:35] Opening Segment

Abigail discusses how she started out hating her dad’s job in real estate investing

[09:36 - 18:55] Have A Good Communication and Reputation With Your Investors

Abigail says that she left corporate to travel and pursue entrepreneurship
She discusses how her first deal was a lot of chaos but she was able to keep the property manager and it has performed well
She has been successful in communicating with investors and has a good reputation among them

[18:56 - 25:45] Closing Segment

Abigail recommends listeners to learn more about her and her business
Abigail shares where you can get in contact with her (links below)

Quote/s:

“My dream is that this becomes something that can kind of run itself and I can get out of the business a little bit and then just go do life.” – Abigail Thomson

You can connect with Abigail through her:
Website: https://www.thomsonmultifamilygroup.com/home

Email: mailto:abigail.thomson@thomsonmultifamily.com

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

LinkedIn: https://www.linkedin.com/company/thomson-multifamily-group

YouTube: https://www.youtube.com/channel/UCLfRJR-Wfx14oI3_RYdbNeA

Podcast: Next Level American Dream

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Andrew Leedom is a husband and father of four who transitioned from structural engineering to full time commercial real estate to maximize his time, talents, and resources. He is the founder of Self Storage Stewardship and has partnered with Community Investment Group, a company that provides investment opportunities including multi-family, hotel conversions, and self-storage, to build their self-storage division.

In this episode, Andrew talks about mindset and how it affects our success. He shares two books that have a significant impact on his life in the past year, and explains how focusing on the gap between where we are and where we want to be can be motivating. By understanding our progress and staying focused on our goals, we can make more progress towards our dreams. He discusses the idea that it is beneficial to focus on “Yep” instead of “Nah”. He points out that this mindset can help to ease stress and encourage productivity. He mentions that research has shown that focusing on “Yep’s” can increase motivation and creativity. He stresses the importance of delegation, where investors can free up more time to focus on other important aspects of their life such as exploring their passions or pursuing their dreams. To learn more about Andrew and his work, listeners can visit his website at http://www.selfstoragestewardship.com!

[00:01 - 03:44] Opening Segment

Andrew discusses two books that have impacted his life recently
“Who Not How” by Dan Sullivan
“The Gap and The Gain” by Dan Sullivan

[03:44 - 09:07] Build A Team Who Share Similar Interests And Passions

Andrew discusses how focusing on “Who Not How” can help in moments of hesitation or difficulty
He provides examples of how this might apply to investing, citing the importance of having the right people on your team and being able to delegate tasks
He recommends books that can change your mindset and can help you take action are a great way to boost your productivity
He says that it is important to build a team of people who share your interests and passions

[09:08 - 11:58] Closing Segment

Andrew shares that it is important to push yourself in life even when things are difficult, by focusing on what you want and striving to achieve it
Andrew shares where you can get in contact with him (links below)

Quote/s:

“There's always going to be another goal. You don't want to just create this rat wheel for yourself where you're just replicating the rat race.” – Andrew Leedom

You can connect with Andrew through his:
Website: http://www.selfstoragestewardship.com

LinkedIn: Andrew Leedom

WANT TO LEARN MORE?

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Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork

The Gap and The Gain: The High Achievers' Guide to Happiness, Confidence, and Success

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Chris Prefontaine is a 3-time best-selling author of Real Estate on Your Terms, The New Rules of Real Estate Investing, and Moneeka Sawyer's Real Estate Investing for Women. He's also the founder and CEO of SmartrealEstateCoach.com and the host of the Smart Real Estate Coach podcast. He has been in real estate for over 30 years. His experience ranges from constructing new homes in the 1990s and owning a real estate executive franchise to running his own investments (commercial and residential) and coaching clients throughout North America. He points out that everyone has different goals and motivations and that there is no right way to do things. If you’re interested in learning more about how to develop a winning mindset and attitude in your real estate career, be sure to check out Chris’s website, www.smartrealestatecoach.com!

In this episode, Chris talks about how he and his team changed their business model after the 2008 recession, when banks were no longer willing to lend to real estate entrepreneurs. He became a lease purchase company, which is less risky for them in terms of the economy. He discusses the importance of having a positive mindset when it comes to real estate, and how grinding through tough times can help you succeed. He shares his story of how he and his team survived the Great Recession and what lessons he learned from it. He is a real estate investor who has three ways he can buy property: lease purchase, owner financing, and subject to existing financing. He describes the benefits of each method and explains how they work together to help sellers and buyers get the best deal possible.

[00:01 - 02:37] Opening Segment

Chris discusses how he decided to change his business model and operate under less risk after the crash
He was able to keep his business running during the recession by selling off loans to other creditors

[02:38 - 24:05] Working With Qualified Buyers Through Creative Financing

Chris uses lease purchase, owner financing, and subject to financing to buy and sell real estate
82% of buyers are in need of time to get a loan
The buyer’s goal is to eventually buy the property from the seller with a conventional loan
He shares his story of buying two buildings for his company using creative financing

[24:05 - 25:50] Closing Segment

Chris explains seller financing, which is a way to avoid capital gains all at once
Chris shares where you can get in contact with him (links below)

Quote/s:

“When you find a house and purchase a house, own a financing that's free and clear.” – Chris Prefontaine

You can connect with Chris through his:
Website: http://www.smartrealestatecoach.com

Podcast: Smart Real Estate Coach

Facebook: Smart Real Estate Coach
YouTube: Smart Real Estate Coach

Instagram: Smart Real Estate Coach

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Dave Foster, Founder and CEO of The 1031 Investor. Dave is a degreed accountant and serial real estate investor who is a qualified intermediary and consultant for tax saving strategies such as the 1031 exchange and the section 121 homestead exemption. Dave started fix and flipping in the 90s and realized that about 40% of his profits were going directly to the IRS. Dave tells us about the updated rules and regulations around using the1031 exchange to legally compound your tax interest that will stay with you instead of going straight to the government. Dave breaks down exactly how to use the 1031 exchange in layman’s terms. He explains to us how he moved his way from Denver, CO to Tampa, FL over 10 years using the section 121 homestead exemption, so that he and his family could move onto a boat (which was a huge dream of his). Tune in to listen to how Dave raised 4 boys on his boat while investing in properties with the 1031 exchange.

In this episode, Dave talks about his educational website called The 1031 Investor, which provides resources for those planning to exchange properties. He tells listeners that before selling, they should consider strategies like depreciation recapture and stepping up in basis. He encourages listeners to check out his website for more information and other real estate planning strategies.

[00:01 - 02:34] Opening Segment

Dave discusses how a 1031 exchange can be used to strategize around your portfolio and wealth building
He explains that using the tax code to your advantage

[02:35 - 16:41] Strategize Around The 1031 Exchange To Build Your Legacy

Dave discusses how converting an investment property into a primary residence can result in tax-free gains
He discusses that before selling a property that you’ve converted using a 1031, you must have owned it for at least five years

[16:42 - 24:01] Closing Segment

Dave provides valuable information on how to invest in a 1031 exchange, at his website https://www.the1031investor.com/!
Dave shares where you can get in contact with him (links below)

Quote/s:

“When you die, your heir is inheriting your property at what is called a step up in basis. So, if I, 1031, 1031 all my life, and then I die, my sons are going to get my properties and they will not owe a penny in tax and that is the most powerful legacy building that I could imagine.” – Dave Foster

You can connect with Dave through his:
Website: https://www.the1031investor.com/

Twitter: Dave Foster

Facebook: Dave Foster
LinkedIn: Dave Foster

Instagram: Dave Foster

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Sarry Ibrahim is a financial planner and a member of the Bank On Yourself Organization. He helps Real estate investors, business owners, and full-time employees grow safe and predictable wealth regardless of market conditions using a financial strategy that has been around for over 160 years. He started this journey when he was in grad school, completing his MBA. He worked for companies like Allstate, Blue Cross Blue Shield, Cigna Healthspring, and Humana before founding Financial Asset Protection, a financial services firm that focuses on one sole concept; The Bank On Yourself Concept, also known as the Infinite Banking Concept.

In this episode, he explains that whole life insurance cash value policies offer the ability to borrow against the policy, have tax advantages, and be a hedge against market uncertainty. He shares his background and how it led him to develop an interest in real estate investing. He talks about how whole life insurance can be a great way to bank on yourself, protect your family, and grow your wealth over time. To learn more about his work with whole life insurance, listeners can visit finassetprotection.com!

[00:01 - 02:34] Opening Segment

Sarry talks about his transition into sales and marketing and how he enjoyed talking to people about their finances
Talking about money and becoming comfortable asking people about their family situations
His transition into Medicare was as a Medicare consultant before founding his own company

[02:35 - 16:41] Take Advantage of A Whole Life Insurance

Sarry talks about cash value whole life insurance
The process of whole life insurance
How to take advantage of whole life insurance
Infinite Banking is better than just using straight cash from a bank account

[16:42 - 24:01] Closing Segment

Sarry talks about the concept of whole life insurance and how it can help you grow your money faster by turning your cash value over and over again
The tax advantages of investing in
Sarry shares where you can get in contact with him (links below)

Quote/s:

“Whole life insurance is going to be the main use of infinite banking because of the cash component and the life insurance… The growth is guaranteed as well as the ability to borrow against the policy.” – Sarry Ibrahim

You can connect with Sarry through his:
Website: finassetprotection.com

WANT TO LEARN MORE?

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Bryan Underwood is the Founding Principal of Responsible Residential (“RR”) and President of Responsible Real Estate, Inc. (“RRE”), a San Diego based real estate investment company. Mr. Underwood started RR & RRE after spending more than ten years in his family business, A-1 Self Storage/Caster Properties, Inc. Responsible Residential is a San Diego based residential development company focused on middle income housing. In this episode, Bryan discusses how important it is to have a business plan and to be organized when working on projects. He recommends using tools like focused.space or caveday.org to help you stay focused and on track!

[00:01 - 03:34] Opening Segment

Bryan is a self-storage operator and real estate developer who has been in the industry for many years
He encourages listeners to think about what they can take away from the show and turn that insight into action
One way he keeps himself moving forward is by taking the next step

[03:35 - 20:26]

Bryan shares that it is important to focus on the next task in order to improve productivity
He discusses the importance of having focused time
He recommends avoiding working on projects for more than 90 minutes straight
Implementing a phone box can help to keep your phone out of sight and mind while you are working

[20:27 - 24:15] Closing Segment

Bryan recommends using space to help you listeners with focus and improve your productivity!
Bryan shares where you can get in contact with him (links below)

Quote/s:

“Don't work on a project longer than 90 minutes straight and when you're working on your project, close your email browser, close it, shut it off, and you will have tremendous focus. When you've got emails dinging in your face. You will not finish your project. It's something so simple. Do it. It's going to change your life.” – Bryan Underwood

You can connect with Garrett through his:
Website: https://www.investwithbryan.com/join

Facebook: Bryan Underwood

Twitter: @bwood
LinkedIn: Bryan Underwood
Instagram: Bryan Underwood

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Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Garett Sutton is an attorney, a best-selling author, and one of Robert Kiyosaki’s Rich Dad Advisors. Garrett has over thirty-five years’ experience in assisting individuals and businesses to limit their liability, protect their assets, implement advantageous corporate structures, and advance their financial goals. Garrett is the owner and operator of Corporate Direct and Sutton Law Center, which since 1990 has provided clients from around the world with asset protection and corporate formation and maintenance services. Robert Kiyosaki, the best-selling author of Rich Dad, Poor Dad, calls Garrett and Corporate Direct “the premiere source for asset protection strategies.” He shares his insights on how to be successful in this industry, emphasizing the importance of taking consistent action towards one’s goals. He recommends listeners to take a proactive step by incorporating their business. You can schedule a meeting with him at https://corporatedirect.com/schedule!

[00:01 - 03:34] Opening Segment

Garrett shares that passive investing is a way to invest in real estate without having to manage the property or deal with tenants
This can be a good option for people who are not interested in managing their own property or who want to avoid the risk of eviction
Active investing is a way to invest in real estate by taking on the responsibility of managing the property and dealing with tenants
This can be a good option for people who are interested in owning their property

[03:35 - 20:26] The Benefits of Asset Protection

Garrett shares that it is important to consider both active and passive investing when making this decision, as each has its own advantages
Active Investing versus Passive Investing
- The benefits of each approach
It is important to follow formalities when setting up an LLC, as this can protect your personal assets in the event of a lawsuit
The common reasons why people are sued include:
- Not having insurance coverage
- Not following the rules to set up for an LLC

[20:27 - 24:15] Closing Segment

Garrett advises that it is important to have an incorporating specialist help you create a legal structure that will protect your assets
Garrett shares where you can get in contact with him (links below)

Quote/s:

“No matter what you do, passive or active, you've got to consider asset protection.” – Garrett Sutton

You can connect with Garrett through his:
Website: https://corporatedirect.com/schedule

Facebook: Garrett Sutton

Twitter: Garrett Sutton
LinkedIn: Garrett Sutton
YouTube: Garrett Sutton

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Zachary Beach went from a bartender to a Real Estate Expert, Coach, and 2x Best-selling Author of Real Estate On Your Terms & The New Rules of Real Estate Investing. He's the COO of Smart Real Estate Coach, a partner in multiple 7-figure businesses, and co -host of the Smart Real Estate Coach and Not Just A Transaction podcasts. He recommends focusing on changing the way you think about your abilities and not letting other people’s opinions get to you. By taking these steps, you can become successful in real estate investing. He says that, through these steps, it can break through barriers of fear or personal paradigms that they brought to the table. In this episode, it revolves around how to help those with imposter syndrome overcome their fears and build credibility in order to evolve as fast as possible. He provides valuable tips on how to improve one’s mindset for success in any area of life. Visit his podcast, “Real Estate Coach”

[00:01 - 03:34] Opening Segment

Zachary shares his tips for overcoming call reluctance that focus on the mindset, identify and overcome fears, and to have a system in place

[03:35 - 20:26] How To Break Through Barriers To Success

Zachary discusses the concept of imposter syndrome
He discusses ways to overcome imposter syndrome
Increasing one’s credibility can alleviate fear
The mindset needed to break through barriers to success
The thought process behind achieving financial and business goals
Real estate is simply a people business

[20:27 - 24:15] Closing Segment

Zachary advises that it is important to be a good listener in order to understand someone’s problem and then make sure that you’re consistently presenting options
Zachary shares where you can get in contact with him (links below)

Quote/s:

“We can help them build the plan as a team while they're falling, and increasing that credibility tends to alleviate a lot of fear.” – Zachary Beach

You can connect with Zachary through his:
Website: http://www.smartrealestatecoach.com/

Podcast: https://www.smartrealestatecoach.com/podcast

Instagram: https://www.instagram.com/smartrealestatecoach/

YouTube: https://www.youtube.com/smartrealestatecoach

Google+: https://plus.google.com/+Smartrealestatecoachchannel

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

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Eric Panecki is an innovative and entrepreneurial real estate finance professional with an extensive background in capital placement, real estate acquisitions, data analytics, and marketing. He founded Leverage Companies, a real estate acquisition company, in 2018 and launched Leverage Capital Ventures, a private mortgage origination company, in 2021. Eric's expertise in data analytics, business development, and capital placement has proven vital in Leverage Capital Ventures' success in disrupting and distinguishing itself in the real estate private lending space. He recommends that others try meditation to improve their productivity and mental health. He encourages listeners to reach out to him if they have any questions or want to invest in his companies at https://leveragecompanies.com/!

[00:01 - 02:36] Opening Segment

Eric shares how mindset has played a role in his journey until today, saying that it’s important to focus on your habits and routines in order to achieve success
He says that turning your brain off has helped him to refocus and achieve greater productivity

[02:36 - 07:25] How A Mindset Shift Could Improve Your Life

Eric shares that he wakes up and does a routine of going outside for a run and doing meditation
He says that this practice has changed his life for the better, helping him to have a positive start to his day every day
He recommends that others try meditation or some other form of self-care to improve their lives

[07:26 - 10:01] Closing Segment

Eric is always willing to help others and is an open book with his business dealings
Eric shares where you can get in contact with him (links below)

Quote/s:

“Being productive instead of just busy, I think has been for me, the biggest shift from that point.” – Eric Beach

You can connect with Eric through his:
Website: https://leveragecompanies.com/

Website: https://www.leveragecapital.com/

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

Instagram: @ericpanecki

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Nancy Chillag retired from the practice of law in 2013 and since then has been an active real estate investor. She owns Primary Home Solutions, a company that flips houses, and 23rd Street Investors, a company that invests in multifamily housing. Nancy owns over 800 rental units, both actively and passively. She shares how she got started in real estate, how she progressed over the years, and how she successfully navigated the challenges of getting started in the industry without any personal financial assets. She provides valuable insight for anyone who is thinking of investing in real estate syndications or properties individually. She recommends checking out http://www.23rdstreetinvestors.com and her upcoming book, "No Money, No Time, No Problem: How You Can Invest In Real Estate Even If You Think You Can't!"

[00:01 - 03:34] Opening Segment

Nancy discusses her background and how she got started in real estate
Her experience with hard money loans
How she was able to successfully sell her properties

[03:35 - 20:26] How To Profit From Mobile Home Parks

Nancy advises listeners to take risks when you have less to lose
Utilizing student loans, living loans, and credit cards
- She was able to buy her first property within six weeks
Mobile home parks are different than apartment buildings in terms of infrastructure and maintenance needs
It’s important to focus on the tax benefits rather than just the returns
Real estate investors should be in constant communication with their CPA
Taking advantage of all the tax breaks available to them

[20:27 - 24:15] Closing Segment

Nancy advises that investing in real estate can be a powerful way to build wealth over time
Nancy shares where you can get in contact with her (links below)

Quote/s:

“It's better to take those risks when you don't have as much to lose.” – Nancy Chillag

You can connect with Nancy through her:

Website: http://www.23rdstreetinvestors.com

Facebook: Nancy Chillag

LinkedIn: Nancy Chillag

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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Matt Whitermore has a diverse background in various roles throughout the real estate investment and finance industries. He began his professional career with a Boston-area real estate investment, property management, and brokerage firm in 2012. In 2016, Matt transitioned his career to debt and equity placement, and in 2020 he began investing in commercial real estate himself. From real estate acquisitions and dispositions to placements of debt and equity on all types of investment real estate, Matt has contributed to hundreds of real estate transactions totaling well over $1 billion in transaction volume. He talks about the importance of being disciplined when it comes to investing, and how technology can help with this. He shares his tips on how to be successful in real estate, and how to find quality investments. He recommends listeners visit his company’s website at http://www.newscotlandcapital.com!

[00:01 - 01:17] Opening Segment

Matt shares his habits that have contributed to his success
Budgeting time for prospecting new deals
He uses a CRM to efficiently follow up with sellers

[01:18 - 05:31] Take Action Towards To Creating Multiple Opportunities

Matt discusses the importance of having multiple opportunities available
- This can be beneficial in avoiding situations where trust is broken
He recommends using HubSpot for various purposes
- Investor communications
- Finding new tenants
He shares how he’s been successful in business and how he continues to grow

[05:32 - 07:22] Closing Segment

Matt encourages listeners to reflect on what they want in life and take action towards achieving it
Matt shares where you can get in contact with him (links below)

Quote/s:

“Having multiple irons on the fire is always a good.” – Matt Whitermore

You can connect with Matt through his:

Website: http://www.newscotlandcapital.com

Bigger Pockets: Matt Whitermore

Twitter: Matt Whitermore

Instagram: Matt Whitermore

LinkedIn: Matt Whitermore

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Alicia Jarrett is a passionate and driven global real estate investor based out of Australia, conducting deals in the USA. She co-owns multiple businesses, including Global Citizens Holdings Inc., Landscouts, Supercharged Offers, and WILDA for Women in Business. Focused on leadership in business and investing in land, her business ventures provide efficient real estate marketing and world-class data solutions, which assist other real estate investors to digitally transform their businesses for increased results. She is also an experienced leadership executive coach, and business management specialist. She has coached many leaders, including entrepreneurs, business owners, and C-Level executives. She has a passion for seeing others lead well and succeed in their businesses and teams. She tells us that it’s expensive to get started in the market and that using negative gearing can be a bad strategy if you’re looking to invest for the long term. She discusses how she and her partner got started investing in real estate, and how seeing guest speakers about different opportunities led them to consider investing in the United States. She encourages listeners to learn more about her and her work at Supercharged Offers!

[00:01 - 01:17] Opening Segment

Alicia is a real estate investor from Australia who has experience investing in the United States
He decided to invest in the United States after hearing guest speakers talk about opportunities in business
Unfavorable model for Australian investors when investing in the US

[01:18 - 05:31] Solving Problems and Creating Opportunities

She started as a fix and flip and started investing in land instead
Her company focuses on:
- Downside protection
- Conservative underwriting
- Recession-resistant asset classes
- Forging strong relationships

[05:32 - 07:22] Closing Segment

Alicia says that it is important to create opportunities for buyers and sellers
It is helpful to be a middle person in solving problems for sellers and creating opportunities for buyers
Alicia shares where you can get in contact with her (links below)

Quote/s:

“If you can help a seller out of those situations and get them to move on, then your job as a land investor is to make that land usable and attractive to a buyer.” – Alicia Jarrett

You can connect with Alicia through her:

Website: Land Scouts

Website: Global Citizen’s HQ

Website: Supercharged Offers

LinkedIn: Alicia Jarrett

WANT TO LEARN MORE?

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Or send me an email at sujata@luxe-cap.com

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Dan Rochon is the Head Coach and Visionary at Greetings Virginia Sales Network. He is also the author of Real Estate Evolution: The Ten Step Guide to CPI for Real Estate Agents and the host of The CPI Community Podcast. Having seen hundreds of agents fail in this business, Dan is passionate about helping people not only stay in the business but thrive in it. He recommends networking with other business owners or attending a chamber of commerce mixer. He suggests that every business is a lead generation business and that it’s important to put in the time to grow your customer base. He encourages listeners to visit https://thecpicommunity.com for more information on his free micro courses!

[00:01 - 01:17] Opening Segment

Dan shares how time blocking has helped him grow successfully over the years
He shares five things that are important to him when it comes to spending his time, and then he recommends putting money making activities second on a schedule

[01:18 - 05:31] Having Strong Relationships and Converting Appointments Into Hires

Time blocking is important for both business and personal success
Focus on generating business leads and converting appointments into hires
Generate business in one or more of the following ways:
- Prospecting
- Marketing
- Follow up
Convert appointments into hires. You should focus on creating a strong relationship with your clients and being knowledgeable about your industry
Every business is a lead generation business

[05:32 - 07:22] Closing Segment

Dan shares some time blocking tips that are essential for growing your business
Dan shares where you can get in contact with him (links below)

Quote/s:

“If you want freedom in your time, you have to have discipline in the way that you manage your schedule.” – Dan Rochon

You can connect with Dan through his:

Website: https://thecpicommunity.com

Facebook: Dan Rochon

Twitter: Dan Rochon

Instagram: Dan Rochon

YouTube: Dan Rochon

Spotify: Dan Rochon

iTunes: Dan Rochon

LinkedIn: Dan Rochon

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Monick Halm is the founder of Real Estate Investor Goddesses. She is an educator and advocate for female real estate investors and has a mission to help 1 million women achieve financial freedom through real estate. Monick is herself a real estate investor and syndicator, and she owns, together with her investors, over 1,000 rental doors across ten states. She takes a lot of care in vetting her tenants to make sure they’re stable companies that won’t go anywhere. To learn more about her work, visit https://www.realestateinvestorgoddesses.com/!

She is also a #1 bestselling author, podcast host, Real Estate Strategy Mentor, wife, and mother of three amazing kids.

[00:01 - 01:31] Opening Segment

Monick discusses the industrial asset class and why it is a good investment
She discusses how the market is currently performing and why it is a good time to invest

[01:32 - 08:26] Forging Strong Relationships with Industrial Investors

Monick’s company focuses on downside protection, conservative underwriting, and recession resistant asset classes
Forging strong relationships with operating partners and investors
Industrial deals that the company has invested in include a sales lease back of a property used by a tenant, it can be either be:
- Cold food storage for a frozen pie company
- Manufacturing facility
Her company typically buys the property for slightly below market value and rents it for slightly below market value to generate cash on cash returns
She shares a rundown of her company, which specializes in industrial leases

[08:27 - 12:09] Closing Segment

She emphasized the importance of making sure tenants are solid and have a long horizon, as a single tenant lease back can be more difficult to replace then say a residential tenant
She would love to chat with listeners and visit her website at https://www.realestateinvestorgoddesses.com/
Monick shares where you can get in contact with her (links below)

Quote/s:

“We do everything we can to make sure that the companies are super solid, where most of our due diligence goes, so that we don't have a default and need to replace them.” – Monick Halm

You can connect with Monick through her:

Website: https://www.realestateinvestorgoddesses.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Vanessa Peters, MD, is the founder of VMD Investing and has been investing in real estate for 12 years in single family homes, commercial retail, apartment communities, short-term rentals, self-storage, land entitlements, and manufactured home parks. She has invested in over 2500 units across 15 properties and 6 funds. She is the author of The Busy Professional's Guide to Passive Real Estate Investing - A Physician's Path to Building Wealth, Creating Financial Freedom, and Leaving a Legacy. She is passionate about helping busy professionals build wealth through passive, income-producing real estate that provides attractive returns and a proven roadmap to financial freedom. To learn more about her, listeners can visit her at https://www.vmdinvesting.com/!

[00:01 - 01:17] Opening Segment

Vanessa shares her background in real estate
How she got into her real state
She found syndications to be a more compelling option than buying houses

[01:18 - 05:31] Investing In Varied Syndications To Achieve Financial Freedom

Vanessa recommends investing in real estate, specifically:
- Mobile homes
- Self-storage
She recommends moving money out of a 401K into a self-directed 401K in order to invest
She wrote a book targeting busy professionals
The microeconomic areas in your community
Diversification is important in order to protect against losses

[05:32 - 07:22] Closing Segment

Vanessa would love to chat with listeners and set up a phone call, her email is mailto:vanessa@vmdinvesting.com!
Vanessa shares where you can get in contact with her (links below)

Quote/s:

“The truth is that while I love real estate and I'm spending my free time on it, other people couldn't care less. They just want to get a return for their money and they want it to be safe and secure, and I invest alongside my investors in almost every single deal, because my goal is to become financially free.” – Vanessa Peters, MD

You can connect with Vanessa through her:

Website: https://www.vmdinvesting.com/

LinkedIn: Vanessa Peters, MD

Facebook: Vanessa Peters, MD

Blog: Vanessa Peters, MD

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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Anthony is a graduate of the U.S. Naval Academy and is currently an active duty submarine officer. He owns and manages Pinto Capital Investments (PCI), a real estate investment firm focused on acquiring affordable and workforce multifamily properties and apartment buildings through syndication. His multifamily assets total over 300 units with $30 million AUM and he also hosts The Lessons in Real Estate Show podcast. His experience includes SFR, STR, small MF, apartment complexes, note lending, and real estate investment funds. In this episode, he talks about a book that has had a profound impact on his life is called “Who Not How” by Dan Sullivan. He says the book teaches you how to approach challenges in your life instead of just asking yourself who can help you get through them. He says that this book has helped him become a more successful real estate investor. He believes that there is no ceiling for what can be achieved with passive income, and that it’s all possible if you take consistent action. He shares with the listeners how they can learn more about him and his investment group, “Guidepost Investment Group.”

[00:01 - 01:17] Opening Segment

Anthony shares discusses the book, “Who Not How” by Dr. Dan Sullivan
This book helps individuals and businesses focus on how to get through challenges, instead of asking who can help them

[01:18 - 05:31] How To Approach Challenges In Your Life

Anthony says that it’s important to think about who can help you with your niche business, rather than trying to do it all yourself
It’s a better strategy to find someone who can help you with your niche business
He talks about his podcast, “The Lessons in Real Estate Show”

[05:32 - 07:22] Closing Segment

Anthony shares how listeners can learn more about him and his investment group at “Guidepost Investment Group”
Anthony shares where you can get in contact with him (links below)

Quote/s:

“There's only so much time and energy that you have available to work on everything that needs to be done within this sphere... There are a lot of things that take a lot of time and you can't do it all yourself.” – Anthony Pinto

You can connect with Anthony through his:

Website: https://pintocapitalinvestments.com/

LinkedIn: Anthony Pinto

Instagram: Anthony Pinto

Facebook: Anthony Pinto

Blog: Anthony Pinto

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Zack Boothe talks about how important it is to set goals that are big enough to be motivating but not so big that you feel overwhelmed. He shares an experience from his own life where he realized that many people are too insecure to take on ambitious goals, and advises listeners to be okay with what their goals are. He advises listeners to focus on the tasks that will have the biggest impact and says that often these are the ones that we find least desirable. He uses his own experience as a real estate investor to illustrate how this strategy can work. He shares that this helps people to find massively discounted properties in any market. Wholesaling real estate is real, and it works. Check out my FREE webinar, where I explain more about it.

[00:01 - 02:57] Opening Segment

Zack shares his top tips for increasing personal freedom, including focusing on goal setting and enjoying life

[02:58 - 10:04] Identifying And Focusing On Your Goals

Zack discusses one of the things that has helped to improve his life identifying and focusing on his goals
He recommends setting aside time each day to work on less important tasks
Freeing more time for important goals
He believes that most people struggle with completing important tasks
He provides step-by-step outlines for real estate investing for beginners
- Purchasing agreements
- Title companies
- Marketing
- Negotiating
- Selling

[10:05 - 12:14] Closing Segment

Zack discusses how to scale a business; leaders must have a team that is as excited about the company as they are
Zack shares where you can get in contact with him (links below)

Quote/s:

“I can give someone the steps, the systems, and the processes to build an automated business, but unless they can be a leader and overcome some of those limiting beliefs and put the people in place that'll care as much as you do, you're never going to have a business that runs without you or grows without you.” – Zack Boothe

You can connect with Zack through his:

Website: https://dfdmastery.com/

Instagram: Zack Boothe

Facebook: Zack Boothe

TikTok: Zack Boothe

YouTube: Zack Boothe

LinkedIn: Zack Boothe

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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Bobby Sharma is the Chief Executive Officer of BetterCapital.US and the Marketing Director of Voyager Pacific Capital. He bought his first house at the age of 24 in Riverside, CA where he ‘house hacked’ the 3 bedroom, 2 bath ranch house. In 2010 Bobby Sharma started buying more actively at the courthouse steps in San Jose and Oakland and got involved in Fix & Flip projects. Since 2010, he has helped grow or launch several real estate companies including Roof4All.com (helped grow it from 110 doors to 600 doors), the latest venture BetterCapital.us (a PropTech startup focused on Asset Management, Education and Transaction Facilitation for real estate investors) and BetterCapitalFund.com, a technology enabled platform that allows investors to invest in debt and equity investments using small amounts and allowing real estate investors to build a portfolio. Bobby is also a partner in VoyagerPacific.com, an asset management company with $68M assets under management. If you want to learn more about Bobby and his work, you can visit his website at bettercapital.us!

[00:01 - 03:42] Opening Segment

Bobby shares his insights on where the real estate market is headed and what migratory trends he’s seeing

[03:43 - 08:09] Taking Action And Pursue What You Want In Life

Bobby discusses how the housing market is continuing to recover, with prices still increasing at a reasonable pace
The risks associated with buying a home
He predicts an unknown event that will cause a market crash
- Decrease in productivity
- Increase in unemployment
He encourages people to live in states that are less regulated and have more business-friendly environments
The shifts in the real estate market due to unemployment

[08:10 - 09:41] Closing Segment

Bobby advices to reflect on what they truly desire in life and then take action to pursue it
Bobby shares where you can get in contact with him (links below)

Quote/s:

“All the business-friendly states are going to continue to do well.. People are now realizing that they want to live in states that are less regulated and have more business-friendly environment so that's where they want to live.” – Bobby Sharma

You can connect with Bobby through his:

Website: bettercapital.us

Instagram: Bobby Sharma

Facebook: Bobby Sharma

Twitter: Bobby Sharma

LinkedIn: Bobby Sharma

YouTube: Bobby Sharma

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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where he teaches the ins and outs of short-term development and management. Alex advises listeners that they can learn more about him and his firm by visiting LinkedIn and checking out his website which has a course on real estate development!

[00:01 - 01:50] Opening Segment

Alex believes that the property itself should be an experience
He focuses on developing A-frame properties outside of the city

[01:51 - 08:37] Creating An Experience From Short Term Rental Cabins

Alex discusses how he decided to go outside of the city limits and operate their short-term rental business legally
How he operate a syndication model where he builds multiple cabins at a time
He discusses his investment model
A mastermind called “Puppies and pancakes”
He uses Airbnb’s historical data, which can be used to help predict what the rental rates for a particular property
Dynamic pricing can be used to adjust the nightly price of a property based on demand

[08:38 - 10:27] Closing Segment

Alex shared details about how he determines the average daily rate for a property
He shares details about his course on real estate development
Alex shares where you can get in contact with him (links below)

Quote/s:

“One of the reasons why people are stepping away from hotels or stepping away from the general looking “cookie-cutter” hotel is because they want an experience.” – Alex Jarbo

You can connect with Alex through his:

Website: http://sargoninvestments.com

Facebook: Alex Jarbo

LinkedIn: Alex Jarbo

YouTube: Alex Jarbo

Instagram: Alex Jarbo

LinkedIn: Alex Jarbo

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Joseph Viery is the founder of USTAGI, with the goal of providing quality cost segregation studies. As a Cost Segregation Professional, CSP, he has helped property owners defer or eliminate millions of dollars in income taxes by leveraging IRS compliant cost segregation studies. He shares that he is drawn to real estate investing because of the excitement and energy that are prevalent among its participants. He points out that there are a lot of helpful people in the industry, some of whom are willing to offer help for free. He encourages listeners to reach out to him if they have any questions about taxes or real estate investments. If you want to learn more about Joseph, he offers tons of free educational content on his website at http://www.ustagi.com/!

[00:01 - 01:50] Opening Segment

Joseph shares what he’s noticed among his cost segregation clients
The benefits of real estate for their lives

[01:51 - 08:37] Take Advantage Of Your Tax Benefits

Joseph discusses the many tax advantages of real estate
- Taxation on gains and depreciation
Buying a small amount of real estate can start to build up your portfolio over time
He shares his insights on real estate investing

[08:38 - 10:27] Closing Segment

Joseph recommends reaching out to him for help with their taxes at his website http://www.ustagi.com/!
Joseph shares where you can get in contact with him (links below)

Quote/s:

“I think you have to be excited about what you do. And I'll tell you that the real estate investors in the room seem to be a lot more excited than the other people trying to sell them stuff.” – Joseph Viery

You can connect with Joseph through his:
Website: http://www.ustagi.com/

Facebook: Joseph Viery

LinkedIn: Joseph Viery

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Fernando Angelucci is a 30-year-old self storage investor who became a millionaire in his 20s. He would love to preach about the benefits of storage over other asset classes. He recommends reading “Traction” by Gino Wickmann, which focuses on setting goals, hiring the right people, and rewarding employees who operate according to company values. He says that this book has helped his business grow rapidly and has helped him make quick decisions when it comes to fixing problems with his other businesses. He believes that reading is one of the most important things an individual can do, and that investing in oneself in learning new information is one of the best ways to achieve long-term success. He shares how he uses this method to improve his productivity and learn more about different topics.

[00:01 - 01:50] Opening Segment

Fernando shares a book that had a profound impact on him, which is, “Traction” by Gino Wickmann and "The Millionaire Fastlane” by MJ DeMarco
Traction focuses on goal setting and creating a system to achieve those goals
The Millionaire Fastlane discusses how to find and hire high-performing employees
Both books can be applied to business owners as well as personal development

[01:51 - 08:37] Operate According Your Core Values

Fernando discusses “Tactical Empathy” by Chris Voss
- This book focuses on how to become a good listener and connect with others on a deeper level
How it affects everything from relationships with your spouse, children, friends, and business partners to negotiations
He advises people travelling to listen to audiobooks to listen to while on the go

[08:38 - 10:27] Closing Segment

Fernando recommends investing in storage, as it is an industry that is still growing, and visiting his website, https://www.impactselfstorage.com/!
Fernando shares where you can get in contact with him (links below)

Quote/s:

“A business with bad employees is no business at all. Find and identify people that operate according to your core values.” – Fernando Angelucci

You can connect with Fernando through his:
Website: https://www.impactselfstorage.com/

LinkedIn: Fernando Angelucci

Instagram: Fernando Angelucci

Twitter: Fernando Angelucci

Facebook: Fernando Angelucci

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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The Millionaire Fastlane: Crack the Code to Wealth and Live Rich for a Lifetime

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Aharon Goins is an active real estate investor and a retired military veteran. He hosts the weekly All in on Real Estate meetup, and the mission of the meetup is to teach the attendees the benefits of real estate investing. He tells his story of how he got into real estate because he wanted to get out of the “Rat Race” of working for someone else and to change lives for the better. He is determined to help people build generational wealth through real estate, not only for themselves but for their families. He shares her story of overcoming obstacles to achieve success. He encourages listeners to think about what they want in life and then take small steps to achieve it.

[00:01 - 01:50] Opening Segment

Aharon discusses his transition from the military to W2 to real estate
He shares what inspired him and helped him learn about life

[01:51 - 05:02] Helping People Build Generational Wealth Through Real Estate

Aharon shares a story about a friend who experienced entrepreneurial depression and created a successful business
He gives back by teaching others how to use VA loans to build wealth
Building wealth and legacy

[05:03 - 07:50] Closing Segment

Aharon recommends visiting his website, Allinhs.com!
Aharon shares where you can get in contact with him (links below)

Quote/s:

“You want people not only to build wealth but build a legacy. Build a legacy for themselves and their families.” – Aharon Goins

You can connect with Aharon through his:
Website: Allinhs.com

LinkedIn: Aharon Goins

Instagram: Aharon Goins

YouTube: Aharon Goins

Facebook: Aharon Goins

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Gary Lipsky is a Managing Partner of APT Capital Group, which buys opportunistic value-add B & C class properties. Gary has been a real estate investor since 2002 and has invested in over 1900 units with $41MM AUM. Gary is also the Co-Founder of the Asset Management Summit, Asset Management Mastery Podcast, and Co-Author of the book Best in Class. He discusses the importance of having a growth mindset and how he balances being open to new ideas while executing well. He also discusses how his newsletter, conferences, and interacting with other professionals help him stay up-to-date on the latest trends in the real estate industry. He encourages listeners to implement changes one or more times a quarter in order to stay on top of things, and he reminds listeners that even if they are implementing many changes, they should still be focusing on their goals.

[00:01 - 01:43] Opening Segment

Gary recommends investors focus on asset management instead of trying to become the best-in-class investor.
Being open to new ideas and growth opportunities

[01:44 - 06:06] Focus and Execution Required To Make Changes In Your Business

Gary talks about how it is important to take stock of your progress and make changes based on that information
Review progresses every quarter or six months
He talks about Monday.com for team management and tracking investments

[06:07 - 08:37] Closing Segment

Gary recommends visiting his website, www.breakofdaycapital.com!
Gary shares where you can get in contact with him (links below)

Quote/s:

“There is focus and execution, but you have to be open to it. You have to be flexible because things are ever changing and you need to stay on top of that.” – Gary Lipsky

You can connect with Gary through his:
Website: www.breakofdaycapital.com

LinkedIn: Gary Lipsky

Instagram: Gary Lipsky

YouTube: Gary Lipsky

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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Charlotte Dunford, the managing partner of Johns Creek Capital, Charlotte brings a unique perspective to mobile home park investing as she comes from humble beginnings, being a first-generation American citizen and college graduate. After leaving China with just her belongings at age 16, she has come a long way to owning over 20 mobile home parks. She believes that it’s important to not think of yourself as separate from the rest of the real estate community and to be confident in your abilities. Her story is a reminder that anyone can achieve success if they set their mind to it. To learn more about Charlotte and her work, visit https://www.johnscreekcapital.com/!

[00:01 - 01:50] Opening Segment

Charlotte says the biggest thing for immigrants is to not see themselves as separate, and to be confident in their abilities

[01:51 - 05:02] Take Risks and Accept Rejection

Charlotte talks about developing an identity as a risk taker
It is important to take risks but also have contingency plans in place
She recommends not blindly taking risks
Her rigorous approach to evaluating investments
- Focusing on downside protection and conservative underwriting
Risk is important because it means that there is something to lose
Rejection is a gentle way for people to understand what the market wants

[05:03 - 07:50] Closing Segment

Charlotte shares with the listeners how they can improve their product if they are getting rejection
Charlotte shares where you can get in contact with her (links below)

Quote/s:

“It's important to take a risk and do it anyway, even though you have something to lose, because here's the truth, you always have something to lose.” – Charlotte Dunford

You can connect with Charlotte through his:
Website: https://www.johnscreekcapital.com/

Twitter: Charlotte Dunford

YouTube: Johns Creek Capital

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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Kevin Dugan is the CEO of Altus Investment Group. He focuses on providing market-leading returns through value-add real estate investments for clients who are looking to add significant cash flow and passive income to their portfolios. Kevin has 7+ years of real estate experience and, through his years of investing, has built a vertically integrated investment firm based out of Chicago that has property management, general construction, and sales/acquisitions all in house. He is also the co-founder of MultiFamilyMasters.com (MFM). MFM started as a meetup group focused on multifamily real estate investing based in Los Angeles, CA. It has grown to over 3000 members and 50 locations around the world in just 2 years. MFM’s mission is to connect, educate, and build the world's best multifamily real estate investing community. To learn more about Kevin and his work, visit http://www.altusig.com/!

[00:01 - 01:50] Opening Segment

Kevin discusses his mission
Kevin’s origin story
His inspiration came from “Rich Dad, Poor Dad”
Have a good relationship with your contractor

[01:51 - 05:02] Invest With The Right People

Kevin shares that you can learn from people who have succeeded in sales and entrepreneurship
Create a product that is a good fit for your target market
Networking is one of the most important aspects of business

[05:03 - 07:50] Closing Segment

Kevin encourages listeners to cultivate the life that they want and what they do to push the ball forward in that direction
Kevin shares where you can get in contact with him (links below)

Quote/s:

“Go to people that you know, who know people, where you want to be or invest in places where you have family, and invest in places that you can imagine yourself being more frequent. So, it comes down to people.” – Kevin Dugan

You can connect with Kevin through his:
Website: http://www.altusig.com/

LinkedIn: Kevin Dugan

Twitter: Kevin Dugan

Facebook: Kevin Dugan

YouTube: Kevin Dugan

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not!

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[00:01 - 05:39] Opening Segment

Ken discusses the 2008 financial crisis and how it affected his projects
He explains that because he did not have a long development process
He was able to quickly sell off his properties and repay his loans

[05:40 - 11:01] Develop Good Habits and Regaining Confidence

Ken recounts the darkest time of his life
He advises being certain with uncertainty
“Cracking the code” for pouring concrete in New York, which regained his confidence in real estate
Pivoting and creating new habits to keep things going
He credits time-blocking, journaling, and merging relationships as key habits that helped him through his tough time

[11:02 - 14:44] Closing Segment

Ken shares his story of starting out in real estate and being successful
Ken shares where you can get in contact with him (links below)

Quote/s:

“You don't have to work that hard if you work smart.” – Ken Van Liew

You can connect with Ken through his:
Website: https://globalrestrategies.com/

Website: https://kenvanliew.com/

LinkedIn: Ken Van Liew

WANT TO LEARN MORE?

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Abigail Thomson is the CMO of Thomson Multi-Family Group. Abigail has been able to effectively communicate the company’s goals and mission with all involved at every stage. She is able to bring a youthful perspective that creates a fresh and new dynamic for the group. She is constantly trying to innovate and bring creative ideas to the table. She is excited to take these concepts and create her version of the Next Level American Dream. She encourages listeners to learn more about her and her work via her website, social media platforms, and podcast!

[00:01 - 01:50] Opening Segment

Abigail is a 22-year-old real estate multifamily syndicator and has experienced imposter syndrome
She tells us about overcoming imposter syndrome as a two-part process
Understanding why you’re doing what you’re doing
Having confidence in yourself

[01:51 - 05:02] How to Overcome Imposter Syndrome and Succeed in Real Estate

Abigail shares how to overcome feelings of imposter syndrome as a young woman
Have conversations with people and learn as much as possible
How does imposter syndrome begin to creep in?

[05:03 - 07:50] Closing Segment

Abigail discusses her experience with imposter syndrome
Feeling comfortable and uncomfortable is a key power in entrepreneurship
Abigail shares where you can get in contact with her (links below)

Quote/s:

“I have also started to realize that once my imposter syndrome starts to creep in, that means that I am just slightly uncomfortable in a situation, and I've rewired my brain to realize that those are the situations that I need to be in.” – Abigail Thomson

You can connect with Abigail through her:
Website: https://www.thomsonmultifamilygroup.com/

Facebook: Abigail Thomson

LinkedIn: Abigail Thomson

Instagram: Abigail Thomson

Apple Podcast: Abigail Thomson

Spotify: Abigail Thomson

YouTube: Abigail Thomson

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Joseph Viery is the founder of USTAGI, with the goal of providing quality cost segregation studies. As a Cost Segregation Professional, CSP, he has helped property owners defer or eliminate millions of dollars in income taxes by leveraging IRS compliant cost segregation studies. Since becoming a CSP in 2007, Joseph has performed thousands of cost segregation studies for clients in various industries, ranging from $500,000,000 commercial properties to $50,000 single family residences. He regularly presents at workshops nationally and is a frequent guest on industry podcasts. He has a natural ability to turn complex sets of guidelines into easy-to-understand topics. He recommends that listeners learn more about cost segregation on his website: http://www.ustagi.com/!

[00:01 - 01:50] Opening Segment

Joseph breaks down the process of segregation
He explains that it’s possible to save money on taxes by doing a cost segregation study sooner rather than later

[01:51 - 05:02] Accelerate Your Depreciation When You’re A Passive Investor

Joseph shares that cost segregation helps real estate reduce its income taxes
Identifying depreciation recapture
He discusses how cost segregation can be beneficial to passive and active investors
Passive investors still need to pay taxes
Cost segregation is a valuable tool to manage taxes

[05:03 - 07:50] Closing Segment

Joseph says that cost segregation can help you get back money you paid in taxes
He recommends listeners learn more about cost segregation on his website: http://www.ustagi.com/!
Joseph shares where you can get in contact with him (links below)

Quote/s:

“If you're paying income tax in total, you'll still want to do cost segregation.” – Joseph Viery

You can connect with Joseph through his:
Website: http://www.ustagi.com/

Facebook: Joseph Viery

LinkedIn: Joseph Viery

WANT TO LEARN MORE?

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Or send me an email at sujata@luxe-cap.com

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Isaac Bennett is the founder of You Are: A People Brand. He previously served as Vice President of Sales for Morton Industries. He has an extensive background in international Real Estate, equity and alternative asset investments. He has traveled to over 50 countries, having done business in over 100. He loves baseball, music, and spending time with his wife, Blake, and his many nieces and nephews. He talks about how he overcame his depression by being productive and working hard, and how he is not free from it. He invites listeners to visit and learn more about him on his website, https://www.apeoplebrand.com/!

[00:01 - 06:52] Opening Segment

Isaac shares his experience with depression and how it shaped his journey as an entrepreneur
He discusses how he overcame depression by being determined and working hard
He credits his recovery to the support of family and friends

[06:51 - 17:21] Overcome Depression and Built a Successful Business

Isaac shares that he has been struggling with depression and anxiety for many years
It is difficult to find the right path to healing
- Confession and grace were key in his journey
He advises others who are struggling to be kind to themselves and recognize the support they have in their community
He says that the story of how he started, "A People Brand”
- It offers services such as personal training and dietetics

[17:22 - 19:07] Closing Segment

Isaac encourages listeners to learn more about him on his website: https://www.apeoplebrand.com/!
Isaac shares where you can get in contact with him (links below)

Quote/s:

“Passion for both mental, physical, and spiritual wellness, I think that you have to have those three of those things aligned to really be a well person.” – Isaac Bennett

You can connect with Isaac through his:
Website: https://www.apeoplebrand.com/

Facebook: A People Brand

Instagram: A People Brand

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Or send me an email at sujata@luxe-cap.com

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Veena Jetti (VEE-nuh JEH-tee) is the founding partner of Vive (rhymes with "five") Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors. Veena brings a dynamic perspective to targeting, acquiring, managing, and operating assets using best practices combined with cutting edge technologies. Her professional expertise includes driving corporate strategy and business development opportunities. She discusses the “rule of thumb” that she uses when investing in real estate. She advises investors to be aware of the role of each party in the deal and understand the business plan. She recommends evaluating the market conditions and the company’s history before investing.

[00:01 - 02:43] Opening Segment

Veena recommends understanding your goals and finding a sponsor who is aligned with, before investing
She emphasizes the importance of value-add in deals
Make sure you are investing in deals that are right for you and your goals are important

[02:44 - 07:30] Meticulous Way of Investing in Real Estate

Veena advises being meticulous when signing documents
Investors should verify their sponsors
Take time to get acquainted with a deal
Understand what’s happening in the marketplace is important

[07:31 - 12:04] Closing Segment

Veena discusses how important it is for investors to vet a sponsor before investing
She recommends signing up on a hundred different email lists and looking at deal after deal to find the best opportunities
Veena invites us to visit her website to learn more about her and her work, http://www.vivefunds.com!
Veena shares where you can get in contact with her (links below)

Quote/s:

“Everything is done, buttoned up and very meticulous in those aspects of the deal, our paperwork, so investors would never be asked to wire money without having completed and signed documents.” – Veena Jetti

You can connect with Veena through his:
Website: http://www.vivefunds.com

Facebook: @veenajetti

Instagram: veenajetti

WANT TO LEARN MORE?

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Or send me an email at sujata@luxe-cap.com

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Adam Craig is the founding member of CLE Real Estate Group, a real estate investment company located just outside Cleveland, OH. After earning a B.A. in finance from Kent State University, Adam began to peruse his passion for real estate investing. Since 2013, Adam has closed more than 70 deals and accumulated a rental portfolio topping 8 million dollars in residential and commercial real estate. The key to Adam's success is a genuine passion and enthusiasm for real estate investing.

[00:01 - 01:50] Opening Segment

Adam talks about how important it is to have a mindset that is constantly learning and growing
Continuing education led to his success

[01:51 - 05:02] The Growth Mindset Through Continuing Education

Adam’s emphasis on continuing to educate yourself and surrounding yourself with real estate knowledge
Focus on a few things in order to achieve success
Paying attention to free and paid content in order to learn more effectively
The habit of growth and success

[05:03 - 07:50] Closing Segment

Adam encourages listeners to learn more about him on his website: http://www.cleinvest.com!
Adam shares where you can get in contact with him (links below)

Quote/s:

“I stress the importance of continuing to educate yourself and continuing to surround yourself in real estate.” – Adam Craig

You can connect with Adam through his:
Website: http://www.cleinvest.com

Facebook: CLEinvest

Instagram: adamtheinvestor

WANT TO LEARN MORE?

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Chris Prefontaine is a 3-time best-selling author of Real Estate on Your Terms, The New Rules of Real Estate Investing, and Moneeka Sawyer's Real Estate Investing for Women. He's also the founder and CEO of SmartrealEstateCoach.com and the host of the Smart Real Estate Coach podcast. He has been in real estate for over 30 years. His experience ranges from constructing new homes in the 1990s and owning a real estate executive franchise to running his own investments (commercial and residential) and coaching clients throughout North America. He points out that everyone has different goals and motivations, and that there is no right way to do things. If you’re interested in learning more about how to develop a winning mindset and attitude in your real estate career, be sure to check out Chris’s website, www.smartrealestatecoach.com!

[00:01 - 01:50] Opening Segment

Chris says that it took him seven years to develop a mindset that is successful in real estate
How mindset play a big role in real estate success

[01:51 - 05:02] Coaching Can Help You Overcome Your Money Paradigms

The money paradigm is a big issue for people
How either a job or business can affect how they feel about themselves based on past experiences or recent events
Coaching can help people to overcome feelings of failure and self-doubt, and to build better habits
He shares how he helps people make progress by coaching them on their daily routine and money paradigms

[05:03 - 07:50] Closing Segment

Chris emphasizes the importance of having a goal and not watering down the ambition to get there
Chris shares where you can get in contact with him (links below)

Quote/s:

“It's the mindset. It's the past beliefs, it's the money paradigms, it's all this stuff that we carry with us, and until we unwind some of that, what we've gotten all along.” – Chris Prefontaine

You can connect with Chris through his:
Website: http://www.smartrealestatecoach.com

Podcast: Smart Real Estate Coach

Facebook: Smart Real Estate Coach
YouTube: Smart Real Estate Coach

Instagram: Smart Real Estate Coach

WANT TO LEARN MORE?

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Or send me an email at sujata@luxe-cap.com

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Eric Panecki is an innovative and entrepreneurial real estate finance professional with an extensive background in capital placement, real estate acquisitions, data analytics, and marketing. He founded Leverage Companies, a real estate acquisition company, in 2018 and launched Leverage Capital Ventures, a private mortgage origination company, in 2021. Eric's expertise in data analytics, business development, and capital placement has proven vital in Leverage Capital Ventures' success in disrupting and distinguishing itself in the real estate private lending space. He talks about the pros and cons of debt and equity in their business, mentioning that debt is great when equities are doing well, but can be risky when they’re not.

[00:01 - 01:50] Opening Segment

Eric talks about how he got started in real estate
He gives advice for those who are considering starting their own business in the space
He shares his story of being fired from his job after refusing to continue working for a company that did not align with his goals

[01:51 - 05:02] How Debt And Equity Can Benefit You

Eric explains how debt and equity can benefit you
He explains how to get out of the lending side of things
He discusses how the real estate industry is changing and how his team has been able to keep up
He discusses how debt products are affecting rates
Development is a safer investment than buying existing buildings

[05:03 - 07:50] Closing Segment

Eric shares his perspective on development as a safer investment than buying existing buildings
Eric shares where you can get in contact with him (links below)

Quote/s:

“As far as the different passive ways to invest in real estate, it doesn't necessarily have to be buying properties; there are other ways to do it.” – Eric Panecki

You can connect with Eric through his:
Website: https://leveragecompanies.com/

Website: https://www.leveragecapital.com/

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

Instagram: @ericpanecki

WANT TO LEARN MORE?

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Zain Jaffer is back on the show to discuss how mindset and habits are critical to success in the real estate space. Zain is a lifelong entrepreneur who founded his first startup when he was just a teenager. He co-founded mobile advertiser Vungle, which was acquired by Blackstone in 2019 for $780M. Shortly afterward, he started Zain Ventures, his family office that boasts a diverse portfolio of real estate investments and proptech startups. He is currently a partner at Blue Field Capital. He tells the story of his successful startup and how he stayed committed to his vision despite having destructive habits. He recommends getting a good amount of sleep, exercising, and focusing on your long-term goals, and eventually you’ll achieve them.

[00:01 - 01:50] Opening Segment

Zain discusses the mindset and habits that have helped him succeed in business
He emphasizes the importance of having a strong vision and being committed to it
He recommends getting enough sleep and exercising regularly

[01:51 - 05:02] Breaking Bad Habits To Achieve Financial Freedom

Zain recommends writing down your goals to achieve greater success
He recommends replacing unhealthy snacks with healthier options
Achieve financial freedom by setting smaller goals
- Working towards them one step at a time

[05:03 - 07:50] Closing Segment

Zain recommends creating a bedtime routine that includes writing down your goals
Zain shares where you can get in contact with him (links below)

Quote/s:

“If you write things down, the power of writing them down, it's unbelievable. It manifests and it becomes real eventually.” – Zain Jaffer

You can connect with Zain through his:
Website: https://proptechvc.com/

LinkedIn: Zain Jaffer

Twitter: Zain Jaffer

WANT TO LEARN MORE?

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Adrian Pannozzo shares one key mindset that has helped him be successful in real estate investing, which is a long-term wealth mindset. He advises not to try the market and to forget about making quick profits, instead focusing on investing in properties that will cash flow and have a buffer of money set aside in case anything goes wrong. He reminds listeners that real estate is a risky business, and they need to be prepared for any economic downturn. Learn more on his website: http://www.investwithepc.com!

[00:01 - 01:50] Opening Segment

Adrian shares how he has been successful in the multi-family apartment space for over 11 years
He emphasizes the importance of having a mindset of being excited to fail, and learning from mistakes

[01:51 - 05:02] Time In The Market, Not Timing The Market

Adrian advises that if you are trying hard and growing, you will eventually fail
He recommends investing in real estate over the long term, not trying to time the market
The key to success is “Time in the market, not timing the market”
Real estate has a “nest egg” of cash flow that can cushion you from economic downturns

[05:03 - 07:50] Closing Segment

Adrian recommends that listeners reflect on what they truly desire in life and then take action to move closer to achieving it
Adrian shares where you can get in contact with her (links below)

Quote/s:

“My model and my attitude is, long term wealth, stop trying to time the market. It's not timing the market, it's time in the market.” – Adrian Pannozzo

You can connect with Adrian through his:
Website: http://www.investwithepc.com

Instagram: adrianpannozzo

WANT TO LEARN MORE?

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Mark McGuire is the Chief Investment Officer at Hearthfire Capital. As the CIO, Mark is responsible for the equity arm of Hearthfire Capital. Having personally participated as a limited partner in 20 different investments, he understands the most important aspect of an investment, other than investment performance, is investor communication. He draws on his personal LP experience to tailor an investor-centric experience for Hearthfire investors. You can learn more about Mark and his company on his website, investingwithmark.com!

[00:01 - 01:50] Opening Segment

Mark says that journaling is one of the biggest things that has helped him push through obstacles is journaling
What it takes to be an intelligent hands-off investor

[01:51 - 05:02] The Benefits of Daily Journaling

Daily journaling is critical to processing and looking back on difficult experiences
Benefits of daily journaling

[05:03 - 07:50] Closing Segment

Mark advises listeners that there are many benefits to journaling, including the ability to streamline problem solving
Mark shares where you can get in contact with her (links below)

Quote/s:

“What's been really powerful is sometimes when I'm at my lowest point of doubt, I look back from where I came, and I'll go back and I'll read my journals that I wrote three or four years ago. Just to give myself some perspective, because sometimes you get caught up. You think something's a big deal and it's truly not a big deal at all.” – Mark McGuire

You can connect with Mark through his:
Website: investingwithmark.com

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

Instagram: https://www.instagram.com/investingwithmark/

WANT TO LEARN MORE?

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[00:01 - 01:50] Opening Segment

Zachary discusses his background in real estate and how he got into the industry
He talks about the market conditions at the time he got into real estate
He discusses the benefits of creative real estate financing

[01:51 - 05:02] Utilizing Creative Financing And Build Equity

Zachary says that COVID has prevented many tenants from selling their homes leading to a shortage of available properties for purchase
Creative financing can help solve price challenges
He demonstrates examples that are in support of owner financing
Owner financing is a great tool for the seller and buyer
He discusses the “Rent-to-Own” program
He discusses the “Three-Payday” program
He explains that people can build equity in their house through the rent-to-own program

[05:03 - 07:50] Closing Segment

Zachary teaches people how to create a business and scale it without having to wait for the Burr method to work
He shares his book as a resource, “Real Estate On Your Terms”
Zachary shares where you can get in contact with her (links below)

Quote/s:

“Get a lead source, understand the challenge we're trying to solve, then communicate with them, and figure out their actual challenge. Then once you know that challenge now you can utilize creative financing.” – Zachary Beach

You can connect with Zachary through his:
Website: http://www.smartrealestatecoach.com/

Podcast: https://www.smartrealestatecoach.com/podcast

Instagram: https://www.instagram.com/smartrealestatecoach/

YouTube: https://www.youtube.com/smartrealestatecoach

Google+: https://plus.google.com/+Smartrealestatecoachchannel

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

WANT TO LEARN MORE?

Connect with me through LinkedIn

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“Systematic de-habituation is basically what we're doing is desensitizing you to this food that has too much power or charm over you.“ - Katy Harvey

In this episode of the podcast, Katy discusses how diet culture has created unhelpful messages about food and emotions. She stated that eating can be helpful in response to emotions and that binging often happens when people are having emotions or are getting their needs met but are ashamed of themselves. She offers examples of when people might binge eat, citing hunger, deprivation, and emotional needs as the underlying causes. She encourages listeners to think of their emotions as messages from their soul and to welcome them!

[00:01 - 05:08]

Katy states that binge eating is often caused by hunger, deprivation, or emotions
Rebuilding trust with food means reincorporating it into one’s life in a mindful way
Breaking free from bingeing is about putting food back in its rightful place in one’s life

[05:09 - 20:43]

Katy describes our biological responses to food
We should have compassion, understanding, and gratitude for our bodies
She recommends eating a meal or a snack at least every three or four hours
Diet culture has sent us unhelpful messages about food
Food is a way to connect with people that we love
Understand what drives the binging of food

[20:43 - 25:43]

Hunger is a warning that prevents you from getting ravenously hungry
Katy talks about, “Systematic de-habituation”
- To desensitize yourself to the food that has too much power or charm over you

[25:44 - 32:51] Wrapping up!

Katy discusses the two ways to de-charm food:
- Reintroduce it into your life and have a small amount with every meal
- Have it every meal and snack until it loses its power
Save tons of time and money by planning meals ahead! Grab Katy’s FREE Six Simple Steps to Menu Planning guide at nondietacademy.com/menuplan!

Key Quotes

“Emotions are like warning lights in your car.. We want to understand what the warning light is telling us so we can respond appropriately.” - Katy Harvey

“You need to just show yourself that you can have it(food) and that nothing catastrophic happens.” - Katy Harvey

JOIN the Non-Diet Academy! Feel worthy at any size, and to live a life of total freedom!

https://www.nondietacademy.com

Get My FREE guides for Food Freedom & Body Acceptance: https://www.nondietacademy.com/freebies

Let’s get connected!

Instagram: @katyharvey.rd

Facebook: KatyHarveyRD

Website: https://katyharvey.net

LEAVE A REVIEW + and SHARE this episode with someone who wants to find their own freedom with food. Listen to previous episodes on Spotify, Itunes or Libsyn.

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Trevor Thompson is an accredited investor participating as LP in 17 (15 active) syndicated deals and GP on my 1st deal 240 doors in San Antonio. He has invested in multifamily apartments (1,000+ doors) retail strip mall, 1 Townhouse to Condo conversion (28 units), 1 Single Family Rental Portfolio Fund (250 homes), 1 ground up Multi Family Fund (100 doors), and a medical office building. He shares that he is a very active social media user and is always learning. He recommends that people learn more about him by following him on social media and also by doing their own research and visit http://www.niagara-investments.com!

[00:01 - 05:57] Opening Segment

K. Trevor shares a story about a deal when he was working as a general partner
Structuring deals to make it more like a joint venture

[05:58 - 12:06] The Risks Involved When Investing In Real Estate

K. Trevor discusses a property acquisition that went sour and the difficulties involved
The risks involved when investing in real estate
The difficulties they experienced when trying to secure a loan
He mentions that the political and economic climate has changed significantly

[15:30 - 18:02] Closing Segment

K. Trevor implores the listeners to visit the website http://www.niagara-investments.com, where the main focus of the company is real estate investing
The company offers educational content to help investors further their success
K. Trevor shares where you can get in contact with him (links below)

Quote/s:

“GPs assume all the risk. Passive investors don't assume any risk. The only risk they have is the loss of their existing capital. And so, the general partners, we assume substantial financial loss. It is part of doing business, but it’s a hard lesson to learn.” – K. Trevor Thompson

You can connect with K. Trevor through his:
Website: http://www.niagara-investments.com

LinkedIn: K. Trevor Thompson

Facebook: K. Trevor Thompson

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Neil Bertrand is a 25-year multifamily veteran who has held positions with 4 NMHC Top 50 Firms. Neil has operated across all areas of multifamily as a VP of Operations, VP of Acquisitions, and VP of Asset Management. As Executive VP of RGX Invest, Neil oversees all acquisitions, property management, and asset management for the company. RGX Invest currently manages $80M in assets and has $1.4B of mixed-use new development in its pipeline. He recommends investing in something that you are hands-off with, such as a Nest thermostat, in order to get a return on your investment. He advises that we should think about a goal that we can work towards to move closer to that goal!

[00:01 - 05:57] Opening Segment

Neil discusses the risks and benefits of real estate investing for passive investors
Passive investors need to be aware of the risks involved in the market

[05:58 - 12:06] Question Everything: The Importance of Having the Experience in the Market You Are Investing In

Neil shares that it’s important to question everything just because you like someone, as there is no reason to invest with them if it’s not a good deal
It is important to have experience in the market you are investing in
Build versus Buy
- Brand new shiny objects get people’s attention, while older assets tend to be more expensive to operate

[12:07 - 15:29] Due Diligence is Key To Build an Affordable Community

Due diligence is key when investing in older assets
Neil believes that income restricted type housing is a good solution
- It is affordable
- Provides a place to live for people who are working class or lower
His goal to build an affordable community

[15:30 - 18:02] Closing Segment

Neil advises listeners to take a moment to reflect on what they truly desire in life, and then think about one thing you can do to push the ball forward in that direction
Neil shares where you can get in contact with him (links below)

Quote/s:

“There's really no variance in cap rates between the classes anymore. If I can build brand new for less than what I can buy, it's a no brainer and the returns will be much better.” – Neil Bertrand

You can connect with Neil through his:
Website: http://www.rgxinvest.com

Linkedin: Neil Bertrand

WANT TO LEARN MORE?

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Or send me an email at sujata@luxe-cap.com

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Tim Kelly recently separated from the US Navy as a Chief Petty Officer to pursue his true calling. As VP of Education & Co-Owner for the online community, Active-Duty Passive Income (ADPI), he emphasizes the importance of communicating with yourself in a positive manner and the ripple effect it has on your life. He helps other past and present military members on their paths to financial freedom through owning more of America, the land they swore to protect and fight so hard for!

[00:01 - 04:40] Opening Segment

Tim shares how he helps others achieve success
Successful people have a mindset of abundance and mastery

[04:41 - 16:38] The Success and Abundance Mindset That Affects Your Success

Have an awareness of how your self-talk is affecting your success
Having a routine of moving your body vigorously can help you have more energy
Have a positive mindset is important for success
Acknowledging negative thoughts
Practice meditation to help you reprogram your brain
Consistently practice key habits
Health, finances, relationships, giving, spiritual growth, and income are all important factors in achieving success

[16:39 - 19:08 ] Closing Segment

Tim is passionate about helping others learn how to invest in real estate
He offers resources for both active-duty military and veterans, as well as anyone else who is interested in learning about real estate
Tim shares where you can get in contact with him (links below)

Quote/s:

“Having the success and abundance mindset and that all falls back on like your self-talk, your own communication that you're having with yourself is going to kind of convey over and result. That will result in kind of how you end up and your success and your happiness and how other people perceive you.” – Tim Kelly

You can connect with Tim through his:

Website: https://www.activedutypassiveincome.com/

LinkedIn: Tim Kelly

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Zain Jaffer is the co-founder of a mobile advertiser, Vungle. He is an investor in the realm of startups and venture capital, and a lifelong entrepreneur. He started Zain Ventures, where his family office boasts a diverse portfolio of real estate investments and proptech startups. He is currently a partner at Blue Field Capital. He has become a respected voice in real estate and can be heard sharing his insights on the PropTech VC podcast!

[00:01 - 04:06] Opening Segment

Zain talks about how he got into the real estate syndication space and property tech
He shares his advice on how to invest in real estate

[04:07 - 26:04] Building More Affordable Housing with Boxabl

Zain’s goal is to have a diversified portfolio that reduces risk
You can borrow against your stocks to invest in other assets, such as real estate or startups
The disadvantages of selling assets
Focus on the financials in real estate and less on the vision
He discusses how two different mindsets are required when investing in real estate
- A mindset for investing
- A mindset for founding a startup
How he invested in proptech firms
Building more affordable housing with “Boxabl”

[26:05 - 33:11] Closing Segment

Zain says that location is important when purchasing Boxabl apartments
Zain shares where you can get in contact with him (links below)

Quote/s:

“I'm still learning about real estate by buying real estate. There's no better way to learn than by making mistakes.” – Zain Jaffer

You can connect with Zain through his:
Website: https://proptechvc.com/

LinkedIn: Zain Jaffer

Twitter: Zain Jaffer

WANT TO LEARN MORE?

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Past educators, Ken and Rachael Wick, are married with six children. They started with a small multifamily there to supplement their income and leave a legacy for their family 18 years ago. Three years ago, they started their company, Higher Point Investing, which focuses on acquiring large multifamily properties. The Wick’s goal in their properties is to build community, give back, and help others, which stems from their deep-rooted faith. They discuss how shifting your mindset can help you learn as much as possible about the real estate industry. By doing this, you can increase your chances of success no matter where you are in your business journey!

[00:01 - 03:59] Opening Segment

Ken and Rachael Wick discuss how their mindset shift came from education
Education is the key to unlocking the doors to intelligent real estate investing
Mindset shift comes from learning about data and not limiting yourself

[04:00 - 07:28] Unlocking Doors To Intelligent Real Estate Investing

Ken and Rachael Wick emphasize that a single mom can become a real estate investor and make monthly returns without doing any work
The importance of vetting the operator
Education and experience are key factors in making a syndication successful

[07:29 - 10:55 ] Closing Segment

Ken and Rachael Wick share that making a personal connection with your investors is important
- Share your Integrity and Goals
Ken and Rachael Wick shares where you can get in contact with them (links below)

Quote/s:

“Our mindset shift really came from education. Once you're educated, you know data is data. If you follow the data and you execute a business plan, no matter where the property is. If you've checked the stats for an area, it can work.” – Ken and Rachael Wick

You can connect with Ken and Rachael Wick through their:
Website: http://www.higherpointinvesting.com

LinkedIn: Rachael Wick

LinkedIn: Kenneth Wick

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Ari Rastegar, “The Oracle of Austin” joins the show to discuss one of his main inspirations for contribution, which is feeling good about what you do because you create wealth for others and wealth for yourself. He discusses how being governed by contribution is important to him and him and how it helps him feel good about his work. Listen as shares inspiring stories about how contribution has helped him in his life and career!

[00:01 - 03:59] Opening Segment

Ari discusses one of the things that inspired him in life
He talks about being a responsible real estate investor

[04:00 - 07:28] Giving Back and Inspiring Others

Ari recommends to have goals
He is working on a children’s books to teach proper nutrition habits, health and wellness
He discusses the importance of giving back to the community
The company focuses on downside protection and recession resistant asset classes
- Forging strong relationships with operating partners and investors

[07:29 - 10:55 ] Closing Segment

Ari discusses the relationship of failures with success
Ari shares where you can get in contact with him (links below)

Quote/s:

“We shouldn't be getting medals or we shouldn't be commemorated in any shape or form, for being a human. These are things that we should do naturally.” – Ari Rastegar

You can connect with Ari through his:
Website: https://rastegarproperty.com/

Instagram: @Rastegar

Twitter: @AriRastegar

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

LinkedIn: https://www.linkedin.com/company/rastegarproperty/
Podcast: The Gift of Failure

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Calvin Chin is real estate coach who is focused on helping people create passive income so that they can create passive impact. Calvin discusses the importance of mindset and community, and how mentors can help you achieve your goals. He also recommends reading comic books to stay focused and motivated, and reminds listeners that no one is perfect, but with effort and consistency, they can achieve their goals!

[00:01 - 03:59] Opening Segment

Calvin discusses mindset and how it’s a critical piece to making progress in your life
He recommends having the right community around you, having the right knowledge, and stress testing yourself to ensure you’re good before taking action

[04:00 - 07:28] Visualization and Belief In Your Vision Can Make Your Goals Come True

When mentors are effective, they can help their mentees shift their identity from someone who is afraid to take action to someone who is confident and willing to take on risks
They key to effective mentorship is having a clear vision for what one wants to achieve, writing down this vision, and then sharing it with others

[07:29 - 10:55 ] Closing Segment

Calvin recommends creating good habits and having accountability for yourself, as well as appreciating and pushing forward
Calvin shares where you can get in contact with him (links below)

Quote/s:

“A lot of it is belief in yourself. What your belief is, is what's your truth. So, I always made sure that, I always visualize and write down and I always try to share what my vision is for my goals for the year because when you do that, it's only going to come true.” – Calvin Chin

You can connect with Calvin through his:
Website: zencoastuniversity.com

Instagram: Calvin.chin.rei

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Stacy Rossetti is a real estate investing expert and coach. She has been investing in real estate her whole life; it opened doors for her and her family, and it has afforded her an outlet for all her creative and entrepreneurial energy. through scaling up a renovation company in Atlanta with hundreds of transactions to learning to invest passively through creative financing deals and storage facilities. She overcame many trials and tribulations, but systemized and organized her days so that she could run several successful businesses. She identifies the things that she does over and over again in her business as the things that she should be systemizing in order to increase and grow. She provides free educational resources and webinars on her website at https://www.stacyrossetti.com!

[00:01 - 03:02] Opening Segment

Stacy has built her credibility through organic social media content and teaching

[03:03 - 08:45] Delegated and Systemized Approach That Can Lead To Success

Stacy says that credibility is essential to success in real estate, and building credibility can be done through posting wins and sharing information about your business
Delegating tasks is an important part of being successful in real estate
Systemizing your approach will help you to be more efficient and effective
Repetition and following a cookie-cutter approach to real estate can lead to success
Customize your work based on the specific property or market you’re working in

[08:45 - 10:25 ] Closing Segment

Stacy shares how she systemizes her business processes to be more efficient
She provides free educational resources and webinars on her website at https://www.stacyrossetti.com
Stacy shares where you can get in contact with her (links below)

Quote/s:

“You've got to learn to delegate. You've got to learn that you can't do everything. You've got to hand stuff off.” – Stacy Rossetti

You can connect with Stacy through his:
Website: https://www.stacyrossetti.com

Instagram: https://www.instagram.com/stacy.rossetti/

Facebook: Stacy Rosetti

YouTube: https://www.youtube.com/channel/UCg2AAjmnf5MrAE-GZXmVIsg

Podcast: Storage Nerds

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Laura Alamery is and has been a real estate investor for over 30 years. She now mentors new and experienced real estate investors nationwide. Laura has experience in all aspects of residential real estate investing, from wholesale, buy and hold, fix and flip and raising private money. From acquisition to disposition of the properties, she has a team of investors and partners with proven track record, who can do it all. Laura shares her wisdom on how to become a passive investor and she gives her advice on how to empower women in the real estate industry. If you’re interested visit her website at http://www.lauraalamery.com!

[00:01 - 04:45] Opening Segment

Laura shares her story on how she moved from the mainland of Hawaii and started buying rental properties using creative financing strategies to avoid bank loans
In 1996, she shifted her focus to developing passive income through wholesaling real estate
- She currently works with private investors to help them invest in quality properties

[04:46 - 08:02] Building Trust With Your Investors

Laura discusses how she started buying and holding rental properties in the Midwest in the early 1990s
She quit her corporate job to become a full-time real estate investor
He uses a combination of lease options, subject to two mortgages, and contract for deeds to build his rental portfolio
In 2001, she started going into syndication, raising private money and was very transparent with her investors
In 2007, she had a difficult conversation with her investors about whether or not to cash out

[08:03 - 12:36 ] Closing Segment

Laura shares that she’s focused on empowering women to invest in real estate
Laura invites you to visit her website at http://www.lauraalamery.com
Laura shares where you can get in contact with her (links below)

Quote/s:

“I like to sell the business because you can do it from anywhere in the world. You can definitely travel and be more hands off.” – Laura Alamery

You can connect with Laura through his:
Website: http://www.lauraalamery.com

Instagram: @lauraalamery

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

YouTube: https://www.youtube.com/user/realestatementorship

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Ali Boone is formerly an aerospace engineer, a real estate investor, an author, and a real estate investing coach. After leaving her 9-to-5 to pursue ultimate freedom through entrepreneurship, her company, Hipster Investments, managed to facilitate over $18M in real estate transactions in its first five years of business. She was a long-time writer for BiggerPockets and has been featured in the Motley Fool, Fox Business, Business Insider, Investopedia, and US News. She recently authored NOT Your How-to Guide to Real Estate Investing: Life Lessons on Hacking Your Mind Before You Hack Your Wallet. Outside of real estate, Ali also teaches flying and can often be found snowboarding or volunteering in prisons. Her ultimate goal is to one day challenge Tim Ferriss to a lifestyle design duel.

[00:01 - 04:45] Opening Segment

Ali’s company, Hipster’s Investments, is positioned as a different kind of real estate investing company, one with a relaxed and easygoing personality
- It has successfully differentiated itself from other companies in the space by becoming a filter for clients' interests

[04:46 - 08:02] Improve Through Counter Real Estate Investing

Ali discusses how people tend to bash the company name
She explains doing things to counter real estate investing
- She’s not teaching investing culture, but what she teaches is something that you might not have heard of otherwise
Find people who are doing the things you want to do
- Find people who are living the lifestyle that you want to live
- Take advice from them

[08:03 - 12:36 ] Closing Segment

Ali points out that we should think about one thing you can do to push the ball forward in that direction
She shares her book to listener: http://www.hipsterinvestments.com/unlocked
Ali shares where you can get in contact with her (links below)

Quote/s:

“If you're an entrepreneur or anything, you know that you can't work with everyone in the world, it's just not practical. And so, if I can't work with everyone anyway, I might as well work with people who are a little bit more in line with my mindset and see things similar to how I do.” – Ali Boone

You can connect with Ali through his:
Website: http://www.hipsterinvestments.com/unlocked

Book: NOT Your How-to Guide to Real Estate Investing: Life Lessons on Hacking Your Mind Before You Hack Your Wallet

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Sam Sells is a retired US Air Force officer and combat veteran who founded Wild Mountain Capital in 2018 with his hero dad. Sam travelled globally with US Air Force Special Operations as an International Health Specialist and saw poverty and a lack of safe housing while leading complex rehab and development projects worldwide. He discuss the struggles of being an impact investor. He explains that it is a lot of work, but the rewards are worth it because they can create a great return for their investors. He talks about what the company does, how people can learn more about it on his website, http://www.wildmountaincapital.com.

[00:01 - 03:16] Opening Segment

Sam’s vision is to change a million lives through impact investing
Sam shares his “Why” and what he’s working towards

[03:17 - 08:02] Making A Big Impact Through Impact Investing

Sam wants to partner with other people who are focused on impact investing until the point that they can have hundreds of syndicators all focused on impact
He shares that the housing security is a big topic
- His company plans to force its way up a mountain to victory
Investing in real estate can be a great way to get involved and create a return

[08:03 - 12:36 ] Closing Segment

Sam offers advice on how listeners can improve their lives and push forward in their goals
Sam shares how listeners can learn more about him and his work with Wild Mountain Capital, visit his website: http://www.wildmountaincapital.com
Sam shares where you can get in contact with him (links below)

Quote/s:

“I don't want to be filthy rich; I just want to make a big impact.” – Sam Sells

You can connect with Sam through his:
Website: http://www.wildmountaincapital.com

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

Instagram: https://www.instagram.com/wildmountaincapital/

LinkedIn: Sam Sells

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Eric Nelson is the principal of Wild Oak Capital and is actively looking for partnerships and syndication opportunities. He has been investing in real estate for over 10 years and currently owns over 3.5 million dollars’ worth of real estate with his wife, or partners. Eric also co-owns a successful engineering company in Colorado. Eric discusses the importance of having a mindset of success, and how it can be more valuable than any tools or routine one can put it place. He shares how he sets himself up for success each morning by spending some time alone before everyone else wakes up, and how this has helped him grown his business over time. Listen in as Eric advises listeners to check out his podcast, “The Real Estate Mindset”, which discusses different aspects of real estate investing and provides listeners with actionable tips to help them succeed in this field!

[00:01 - 03:16] Opening Segment

Eric says that one thing that has helped him stay on track is setting specific goals for the day
He recommends that listeners to try morning routines themselves and see how they benefit their productivity
- He says that setting up a morning routine and setting yourself up is powerful

[03:17 - 08:02] Getting Good Quality Sleep Leads to A Better Mentality

Eric found that waking up earlier has helped him get better quality sleep, which has led to a better mentality and fatherhood
He recommends starting the easier habit first, such as
- Setting a journal the night before in order to create a sense of consistency and ease
- If you’re going to exercise in the morning, set your exercise out the night before so you’re not tempted to skip in the morning
- Never miss twice, so if you miss one day, don’t feel about it

[08:03 - 12:36 ] Closing Segment

Eric share one thing that can majorly move the needle towards your goal is to do today
To learn more about Eric, visit his website: https://www.wildoakcapital.com
Eric shares where you can get in contact with him (links below)

Quote/s:

“What's the one thing that can majorly move the needle towards my goal or whatever your next goal is that keeps you on the path. Everything else can be done tomorrow or the next day, or maybe I'll get to it all. But this one thing really needs to happen today for me to have longer term success.” – Eric Nelson

You can connect with Eric through his:
Website: https://www.wildoakcapital.com

LinkedIn: Eric Nelson
Email: mailto:eric@wildoakcapital.com

Podcast: The Real Estate Mindset

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Joel Fine is a full-time real estate investor, syndicator, and land developer based in Austin, TX. Joel believes that mindset is one of the most important factors in success, and he credits partnering with other people as one of the key factors to his growth. Joel has had success in the real estate market by learning how syndication works and partnering with others to achieve larger goals. He advises others to experiment with both buying and selling real estate to gain a better understanding of the process. Listen in as he discusses his journey to passive income and how he has been able to build it up over the years! Visit his website at https://www.lakelineproperties.com!

[00:01 - 03:22] Opening Segment

Joel shares that one of the key mindset shifts that has helped him grow is partnering up with others
- By partnering, he’s been able to scale his business and achieve more dramatic results than he would have been able to on his own

[03:23 - 08:02] The Importance of Trust and Partnership in Business

Joel discusses a person can invest in a syndication of assets, which can include real estate, debt, and other investments
There is a group of general partners who are in charge of the deal, and the limited partners are passive investors
- Trust is an essential part of any partnership and you can overcome any fears by getting to know the person and understanding the business
Joel emphasizes the importance of trust and partnership in his business
He believes that anyone can be successful in real estate if they are willing to put in the effort and have the right mindset

[08:03 - 12:36 ] Closing Segment

Joel shares his thoughts on the show and how it’s helped him reflect on his life goals
To learn more about Joel, visit his website: https://www.lakelineproperties.com
Joel shares where you can get in contact with him (links below)

Quote/s:

“Trust is an absolutely essential element of any partnership in a syndication.” – Joel Fine

You can connect with Joel through his:
Website: https://www.lakelineproperties.com

LinkedIn: Joel Fine
Email: mailto: joel@lakelineproperties.com

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Adrian Pannozzo have completed 21 years of policing and retired early as a result of the choices he made in real estate investment. He is now a full-time real estate investor and entrepreneur of multiple companies. Adrian shares his story of how he transitioned from a career in law enforcement to starting and growing his own real estate empire, and discusses the importance of having goals and setting boundaries as an entrepreneur. He also offers advice for listeners on how they can achieve their own business goals. Listen in as Adrian Pannozzo to learn more about his story and wants to learn more about the Burr model of real estate investing, be sure to check out his website at http://www.investwithepc.com!

I have completed 21 years of policing and retired early as a result of the choices I made in real estate investment. I am now a full-time real estate investor and entrepreneur of multiple companies. My professional portfolio, built in less than a decade, is undeniable proof of my expertise, consisting of 72+ investment properties, or the equivalent of 350+ units. I am the founder and co-owner of Executive Properties Inc., a high-scale full-service property management company that services over 600 doors in the Hamilton area. I am the founder of Investors Edge Construction Management, a full-service construction company that focuses on multifamily conversions and renovations in the Hamilton area. I am also the founder of Executive Properties Capital Inc., an investment company that raises capital through joint venture partnerships to purchase investment properties. My passion is helping others like me to achieve generational wealth. I've created a proven model of success specifically to share with others through my “buy, renovate, and refinance” strategy. I also started my own podcast called the More to Life: Real Estate Investing Podcast...

[00:01 - 04:56] Opening Segment

Adrian Pannozzo is a retired police officer who has since transitioned into real estate investing
Adrian retired early due to the choices he made in real estate investment
Adrian now invests full-time in real estate and is also the owner of an investment company and property management company
He illustrates how even a modest goal can be achieved through hard work and strategic partnerships
The Burr model is a 50/50 partnership where one partner finances the acquisition and rehab of a property, and then rents it out at a higher rate than the original tenant

[04:57 - 14:58] Learn From Your Mistakes To Achieve Financial Freedom

Adrian discusses how everyone wants to achieve financial freedom
Developing a successful real estate business takes hard work, learning from mistakes, and having reputable people on your side
- He combined the Burr Method and the power of Joint Venture, where they focused and honed on the Burr strategy to buy, refinance, and repeat.
Adrian shares his story of transitioning from being a police officer to an entrepreneur
- He explains how rental properties turned into a full-time business

[14:59 - 24:54] Take Control Of Your Life With Time Freedom

Adrian discusses how you have to pay the tax man
- He explains how you refinance a property, and it’s a powerful way to get tax-free money
People are interested in investing in real estate for a variety of reasons, including financial freedom and time freedom
He talks about having a “enough is enough” mindset and how it’s important for entrepreneurs to have growth and contribution as goals
He shares that he and his company’s mindset is more on long-term wealth, generational wealth by investing in real estate

[24:55 - 27:30 ] Closing Segment

Adrian advises listeners on how they can achieve their own business goals
To learn more about Adrian, visit his website: http://www.investwithepc.com
Adrian shares where you can get in contact with him (links below)

Quote/s:

“Everybody wants financial freedom but what I also was interested in was “Time Freedom” because there's one thing you can never buy back in life and that's time.” – Adrian Pannozzo

You can connect with Adrian through his:
Website: http://www.investwithepc.com

LinkedIn: Adrian Pannozo
Email: mailto:adrian@investwithepc.com

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Anthony Chara returns to the show and shares what book has made an impact in his life. He shares the book that impacted him greatly: “Think and Grow Rich by Napoleon Hill”. Anthony discusses how the book is about changing one’s mindset in order to achieve success. He shares that the book has teachings on how to think positively and achieve success. One of the main teachings in the book is that anything the human mind can conceive of, you can achieve it. Listen in as Anthony Chara encourages listeners that in order to become smarter, richer, and more, they need to have the right mindset!

[00:01 - 04:42] Opening Segment

Anthony discusses the book, “Think and Grow Rich by Napoleon Hill”
He found that all of the wealthy people he interviewed had the same mindset and that it involved an idea and putting it into action

[04:43 - 08:38] Mastermind the Right People To Elevate Your Wealth

Anthony shares that Napoleon Hill’s book is a powerful tool for achieving success
He talks about having a positive mindset being essential for success and can be achieved through positive thinking exercises
- Surrounding yourself with successful people
You need to have the right mindset in order to succeed
- You have to mastermind with the right people
Wealth is based on your values and what you truly desire in life

[08:39 - 10:19 ] Closing Segment

Anthony shares that one way to increase your wealth is to use your time as you please
To learn more about Anthony, visit his website: http://www.SuccessClasses.com
Aaron shares where you can get in contact with him (links below)

Quote/s:

“Mastermind with the right people, if you are the smartest person in the room, and you're trying to get better. You're in the wrong room.” – Anthony Chara

You can connect with Anthony through his:
Website: http://www.SuccessClasses.com

Phone Number: 303-745-5525
Email: Anthony Chara

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Think and Grow Rich: The Landmark Bestseller Now Revised and Updated for the 21st Century (Think and Grow Rich Series)

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William Brown returns to the show and he is the founder of AI Titan X, a company that focuses on Artificial Intelligence and its impact on the world. He shares his experience and insights on how AI is changing the way we live and work, and how everyone can benefit from it. Will shares how anyone can learn more about AI Titan X and its products by visiting hi website or following him on social media. He shares how his mindset has helped him become successful in real estate, starting his own business, and impacting others. Listen in as William Brown as he stresses the importance of separating what is truly important from what we make it mean, and the power of storytelling to create lasting change!

[00:01 - 04:17] Opening Segment

William has done amazing things in real estate investing, including making a million dollars in his first year
He shares his biggest influence in building his successful mindset was something called the landmark forum, which taught him that people’s life stories are determined by events from when they were five years old
This idea blew the lid off of what he thought he knew about growth and mindset
This has helped him to be more forgiving and understanding when things happen in his life

[04: 18 - 08:38] Titan X: The Technology That Will Change The World

William talks about how he found a technology that could change the world and how it works
He talks about when something bad happens, people tend to focus on the “What”, instead of the “Okay, what am I making it actually mean.”
He shares an example of how she used this technique to overcome a difficult situation
He shares a take away which is to detach yourself from stories that don’t serve you and focus on the “What”, which will result in the outcome you desire

[08:39 - 10:19 ] Closing Segment

William shares his experience with landmark, a company that helps people focus on the positive in their lives
To learn more about William, visit his website: Titanx.ai
William shares where you can get in contact with him (links below)

Quote/s:

“I thought I understood about mindset, I thought I understood about success, how you get somewhere. Most people think your internal world will be a reflection of your external world. In fact, it's quite the opposite, your external world is the projection of your internal world.” – William Brown

You can connect with William through his:
Website: Titanx.ai
Instagram: https://www.instagram.com/will.jbrown/?hl=en
LinkedIn: https://www.linkedin.com/in/-william-brown/
Email: mailto:william@titanx.ai

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Aaron Kelsoe returns to the show and he discusses the benefits of investing passively, and how it differs from stock market investing, and why he’s invested in multifamily properties. Aaron shares his experience as a passive investor and how it’s helped him grow his wealth. He believes that passive income can help you achieve your financial goals, and he recommends starting out slowly by investing in high-quality properties. Aaron has a great advice for you from his experience with asset classes geographies and operators because of his rigorous approach to evaluating investments. Listen in as Aaron Kelsoe talk about ways that passive investors can impact their community and make a difference in the world!

[00:01 - 03:34] Opening Segment

Aaron says that one of the benefits of investing passively is that you don’t have to be involved in day-to-day operations, which allows you to focus on other things
Passive investing can lead to higher returns than stock market investing
It allows you to invest without having to worry about market fluctuations

[03:35 - 08:38] How The Global Economy Influences The Stock Market and Real Estate

Aaron says that passive investing is a good way to diversify your portfolio, and that it’s available anywhere in the world
He says that opportunities are diversified across asset classes and geographies, with a rigorous focus on downside protection and recession resistant investments
How much the economy can influence the stock market and real estate
Aaron discusses that real estate is one of the safest investments available and will continue to be so in the future
- Aaron’s experience with multifamily real estate has helped him overcome any initial fear or uncertainty about the switchover

[08:39 - 10:19 ] Closing Segment

Aaron shares the importance of likability and trust when investing in real estate
To learn more about Aaron, visit his website: Ramey King
Aaron shares where you can get in contact with him (links below)

Quote/s:

“I strongly believe that multifamily is going to be your safest real estate investment by far. I'm not really a seasoned investor, but just in my time of doing it, I feel pretty safe with it.” – Aaron Kelsoe

You can connect with Aaron through his:
Website: Ramey King
LinkedIn: Aaron Kelsoe
Facebook: Aaron Kelsoe

Phone: 940-395-6606
Email: Aaron Kelsoe

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Drew White returns to the show and he talks about how whole life insurance can be a great investment, but there are other options available that are more geared towards cash value. Drew also discusses the importance of skepticism when it comes to making money and how it is important to have a healthy degree of skepticism when it comes to anything financial. He emphasizes that the goal of whole life insurance is to help individuals have some cash value in their policy so that they can access it as needed. Drew is passionate about Infinite Banking because he understands how it can help individuals save money and protect their investments. He points out that this system is designed for the individual to win, as opposed to banks which are typically designed to make a profit for their shareholders. Listen in as Drew White shares tips on how to learn more about Infinite Banking that will help you on your path to financial independence!

[00:01 - 02:08] Opening Segment

Drew shares his story and journey into real estate investing
He discusses how passive income can help people live their best lives
He discusses the benefits of using Infinite Banking to help people grow their wealth

[02:09 - 08:50] Keep Your Money In Motion With Infinite Banking

Drew’s goal of life insurance is to provide a guaranteed stream of income in the event of your death
Traditional whole life insurance policies have very low cash values at first, but over time the cash value will grow
He says that you can use the cash value in your overfunded policy right away
Over time, you will get rewarded for your investment
He points out that Infinite Banking is a system that allows users to be their own bank, and borrow and lend money tax-free
The system is beneficial because it helps combat inflation and rising taxation
Infinite Banking takes concepts learned about real estate and applies them to money

[08:51 - 11:05] Closing Segment

To learn more about Infinite Banking, visit Drew’s website: The Upside Down Wealth Guy
Drew shares where you can get in contact with him (links below)

Quote/s:

“We have a common enemy in inflation and rising taxation, and so, if you add it to what you're already doing in real estate, it helps with combating that and keeping your money in motion.” – Drew White

You can connect with Drew through his website: The Upside Down Wealth Guy, LinkedIn or you can reach out through his phone number (402) 515-2692) and on his email!

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Anthony Chara returns to the show and he shares with us what book that impacted him greatly, Think and Grow Rick by Napoleon Hill. He explains that all of the wealthy people interview by Hill had a similar mindset, they thought about heir ideas and then took action to make them a reality. He stresses that one little idea can have a big impact, and it’s important to have a plan for implementing it and you have need to put your plan into action. Listen in as Anthony shares some of the key concepts that he has learned which are: Come up with an idea, Make sure it’s written down, and Take Action!

[00:01 - 01:52] Opening Segment

Anthony talks about his experience investing in single-families and multi-families during the Great Recession
He talks about the book that had a significant impact on his life, it’s called “Think and Grow Rich by Napoleon Hill”
Take and idea and then implement it

[01:52 - 08:50] The Mindset To Overcome Obstacles And Achieve Your Goals

Anthony found that mindset is essential for success, as even small ideas can lead to big changes
The positive mindset and taking action
He discusses the three basic things which are:
- Come up with the idea
- Put it in writing; and
- Taking action

[08:51 - 11:05] Closing Segment

Anthony notes that any human can think of anything it wants to achieve
- The importance of the right mindset is key to success
- Mastermind the right people
Anthony shares where you can get in contact with him (links below)

Quote/s:

“My wealth isn't necessarily about money; my wealth is about time and travel. My wife and I love to travel the world. So our wealth is actually built on time.” – Anthony Chara

You can connect with Anthony through his website: Success Classes or you can reach out through his email!

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Or send me an email at sujata@luxe-cap.com

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Mark MacGuire is the Chief Investment Officer at Hearthfire Capital. As the CIO Mark is responsible for the equity arm of Hearthfire Capital. Having personally participated as a limited partner in 20 different investments, Mark understands the most important aspect of an investment, other than investment performance, is investor communication. Mark draws on his personal LP experience to tailor an investor-centric experience for Hearthfire investors. He transitioned into real estate sales in 2012. At that time, the market was in a downturn and he found success with residential real estate sales. In 2018, he made the decision to venture into self-storage and is very excited about the opportunities that are currently available. Listen in, if you’re interested in getting involved in the real estate market or if you’re looking for ways to protect yourself from potential risk, as Mark gives his insights that are definitely worth considering!

[00:01 - 03:13] Opening Segment

Suja introduces Mark
Mark discussed how he started his career in real estate sales, working his way up from maintenance to residential
He points out that the market conditions at the time were unfavorable for real estate
He decided to switch gears and pursue self-storage as an investment
He has been successful in self-storage, and credits his experience and education in landscaping and construction with helping him succeed in this industry

[03:14 - 14:14] Building a Real Estate Team Is Difficult

Mark discusses how real estate sales can be difficult to grow a team for, and how he eventually transitioned to syndications
He became comfortable with syndications after being introduced to it by his mentor
He found success with a winery in New Jersey that hosted weddings during COVID

[14:15 - 18:36] Taking Advantage of the Market Conditions During Times of Crisis

Mark shares his story of how they became interested in commercial real estate and syndications
How he eventually ventured into the space by buying and selling single-family homes
He shares that the market conditions were favorable for them when they bought their first properties
They moved rates to take advantages of the opportunity

[18:37 - 32:28] Self Storage Industry's Low Operating Expense Pushes Capital Into Space

Mark explains how self-storage is a forgiving business with a low operating expense ratio, which is attracting more capital to the space
He says that multifamily returns are super compressed, which is contributing to the growth of self-storage
Self-storage is a great option for partners because it has low barriers to entry and a low operating ratio
He discusses how the self-industry and how it has changed over time
- Millennials are the least price sensitive and care the most about convenience and appearance
- Boomers are price sensitive and will move to a cheaper storage facility if their rates are raised

[32:29 - 39:10] Closing Segment

Mark believes that, “Find your one thing and just go an inch wide in a mile deep”.
- Learn everything you could learn until the marginal benefit does not outweigh the marginal cost
Mark recommends you to visit and invest with his company: https://hfirecapital.com/
Mark shares where you can get in contact with him (links below)

Quote/s:

“We always want to try and bring them up to within striking distance of street rate, but we don't want to give them a reason to move out, because vacancy is the silent killer of rental real estate.” – Mark McGuire

You can connect with Mark through his website, Linkedin and Instagram!

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Mark Podolski from the Land Geek is back on the show. Mark talks about hating his job and wanting something better for himself, the reasons he wanted to make that transition, and the challenges of being an entrepreneur when working in an investment banking environment. He shares that land investing offers intrinsic advantages over other businesses and has no physical items to maintain, no renters to deal with and with little stress. Listen in as he teaches how to be successful land investors, land investing coaches and committed to helping you break out of solo-economic dependency!

[00:01 - 03:13] Opening Segment

Suja introduces Mark
Mark says that he hated his job and wanted to find a better way of life, which led him to land investing
He describes the advantages of land investing over other businesses and how it appealed to him as an individual
Transitioning into land investing and how it differs from investment banking

[03:14 - 08:50] Building a Team To Replace Yourself as a Land Investor

Mark describes how the investment banker occupation is different from land investing business
Land investing business is an actual business whereas investment bank is a job
He says that it could take years to develop a successful land investing business
It took years to build a system or a team that could replace yourself to run the business
The effect of “The Great Recession”
Mark said that as an investor, he was profitable
He had to figure out hot cut his expenses and add value to his life

[08:51 - 11:05] Closing Segment

Mark recommends the program that helped him with his cashflow management: Profit First by Mike Michalowicz
Mark invites us to check out his free course and how to double your money in three days or less! thelandgeek.com
Mark shares where you can get in contact with him (links below)

Quote/s:

“You need to get out of every piece of the business so that you're building something bigger than you, so that, eventually if you want to sell it or something happens to you or you just don't want to do it anymore. You've built this cashflow machine that can operate without you.” – Mark Podolski

You can connect with Mark through Website, Podcast, Facebook, Twitter, YouTube, and email!

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Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine

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Dylan Marma is the principal of The Requity Group, a vertically integrated real estate private equity company. He has been investing full time for the last 4 years and has been the lead sponsor of $90M in transactions. He says that there is one big expense that’s unique to manufactures housing communities and that’s vacancies. Vacancies are a big expense because they can really impact the long-term viability of the community. Listen in as he stresses the importance of understanding your income and expenses, your net operating income, in order to determine the value of a mobile home park!

[00:01 - 03:35] Opening Segment

Suja introduces Dylan
Dylan discusses the tremendous difference between mobile home parks and RV campsites in terms of length of residency and purpose
He says that renting out land in mobile home parks or manufactures housing communities is a great business because there is only so much upkeep from the land itself
He explains that on an RV camping ground, your main source of income is typically your nightly rates, which can be high cash flow

[03:36 - 10:59] Minimizing Vacancies In Order To Have Minimal Deliquency

Dylan discusses that there are number of fees and expenses associated with owning an apartment complex, including lot rent, move-in fees, taxes, and payroll
The management fee for a tenant-owned community can be from 5% to 6%
The insurance cost can be around $60
Marketing is minimal for tenant-owned communities, as it depends on the community’s status
Dylan explains that there are many additional income streams that can be generated from RV rentals, such as selling food, golf carts, and parts and supplies
He says that rent is typically the main sources of income for Rvers and there is usually minimal delinquency because people are usually paying in advance and trying to maximize your occupancy at all times

[11:00 - 20:28] Closing Segment

Dylan shares that short term RV campgrounds are typically 40-60 % higher in income than long term campgrounds, but have a significantly higher expense ratio.
Dylan shares where you can get in contact with him (links below)

Quote/s:

“When you start going niche, and digging in. You can find providers that specialize in this and you can get some really attractive quotes.” – Dylan Marma

You can connect with Dylan through Website, Podcast, LinkedIn, Twitter, and email!

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Connect with me through LinkedIn

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Anthony Vicino is a best-selling author, real estate investor, and serial entrepreneur committed to helping people maximize their Return on Life. He is the co-founding partner of Invictus Capital, a multifamily acquisition firm based in Minneapolis, MN with $30m in AUM, that provides busy working professionals with the opportunity to Invest Better. Listen in as he discusses how investing shouldn't be complicated, scary, or overwhelming!

[00:01 - 03:43] Opening Segment

Suja introduces Anthony who is a best-selling author and a multi-family syndicator
Anthony tells us a story as he struggled with maintaining motivation throughout the year, especially when it comes to big goals.
Anthony discusses how he dealt with this struggle by writing his goals down every day and getting his subconscious on board
The power of subconscious is tied to your identity

[03:44 - 08:33] Getting Your Subconscious On Your Side

Identify as if your goals is to lose weight or to be healthy
Change your identity to be a healthy person or a person who achieves these goals
Plus 1 Better Everyday
Writing your goals down everyday is super powerful
Make yourself uncomfortable and take your goals and making a promise to yourself everyday
Getting used to being uncomfortable
Looking at yourself in the mirror and getting your subconscious on your side
Subtle day-by-day work of self-awareness and self-compassion

[27:23 - 29:14] Closing Segment

Anthony shares his experience of struggling with motivation and how he reached out to a podcast to get help
Anthony invites you to listen to his podcast: The Brain Dump Podcast
Anthony shares where you can get in contact with him (links below)

Quote/s:

“It's the subtle day-by-day work of self-awareness, self-compassion. There's something strangely compassionate about looking yourself in the mirror and like staring in your eyes and saying like, “This is what I'm going to do”, because it's admitting in a certain way, that when you have a goal, it's admitting that you're, you're lacking something.” – Anthony Vicino

You can connect with Anthony through The Brain Dump Podcast, YouTube, LinkedIn, and Instagram

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Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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Calvin Chin is real estate coach who is focused on helping people create passive income so that they can create passive impact. Our mission in life is to create abundance in people not be focused on being rich but being wealthy in their time and energy. Calvin talks about his experience losing money in the AirBNB Market and how he learned from his mistakes. Listen in as he recommends his listeners who are interested in the AirBNB market take the same approach to focus on market with clear rules and partnerships that will help them avoid risks!

[00:01 - 03:42] Opening Segment

Calvin started from the Bay area and started investing in real estate while he was in the tech industry
He found that the corporate ladder was not fulfilling and decided to invest in real estate instead.
- Calvin retired from their tech job to become a real estate investor full time
- He and his partner were able to reach income replacement and then decided to leave their tech job because they wanted to start the new chapter of their life
He has since invested in multifamily properties, Airbnb spaces, and long distance real estate.

[03:42 - 12:13] How to Hack Your Way to Financial Freedom

Being the CEO of your life
Calvin discusses how they used a roommate hack to get started in real estate investing and how it was a different experience than what they expected
Calvin and his partner found a flipper in San Francisco into investing resulted in a loss of 100,000 dollars
After learning from the experience, the couple decided to focus on avoiding future mistakes
- Their philosophy changes and they learned from their mistakes
- Gaining momentum and gaining confidence

[12:14 - 18:30] Utilizing AirBNB for success

Calvin shares that their journey was surrounding themselves with like-minded people that are doing real estate
He started out buying single family properties, then scaled up to buying multi family properties
Calvin discusses how he uses Airbnb to generate additional income
- After realizing the potential of Airbnb, the team bought a military base and turned it into an Airbnb property that is now generating $2,000 a month
- The team pays 15% to 30% of their gross revenue to their property manager
Getting the right people that fit the mold and not self-manage
- Calvin got her sister involved in the business because she is genuinely interested in learning about the business

[18:31 - 24:22] Partnership is the Key in Real Estate

The biggest risk for Airbnb is that the rules could change and the company could be shut down;
- Airbnb has a backup plan in place to make sure it remains profitable even if this happens;
Calvin discusses the different regulations for each state can be minimal or tougher depending on the state the property is located
Partnership is key in real estate, as it is a team sport.
He shares an important lesson that he learned in real estate
- He loves to outsource
- He loves to leverage people if they love doing these things

[24:22 - 27:22] Creating Passive Income And Have A Purpose in Life

Calvin shares “Golden Handcuffs Security”
- He stresses doing monthly checks and being comfortable with the uncomfortable
He shares their story of how they went from focusing on real estate to having a purpose in life
He share how they started an organization called “Zen Coach University” which is focused on helping people create passive income and have a lasting impact in their community.

[27:23 - 29:14] Closing Segment

Calvin shares how he and his students achieve financial freedom
Calvin offers his coaching program on his website: Zen Coach University
Calvin shares where you can get in contact with him (links below)

Quote/s:

“I want to control the things I love doing and my superpower and I love to outsource and leverage other people if they love doing these other things.” – Calvin Chi

You can connect with Calvin through Website, LinkedIn, and Instagram

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Terry Painter is the author of "The Encyclopedia of Commercial Real Estate Advice" – published by Wiley, and a contributing writer for Forbes.com. He is the founder of Apartment Loan Store and Business Loan Store - commercial mortgage banking and advisory firms that have closed over four billion dollars in commercial loans since 1997. Terry loves working on real estate deals and has personally closed hundreds of commercial real estate loans representing just about every type of commercial property. Listen in as he shares how he managed to achieve success by focusing on what is truly important to him!

[00:00 - 04:35] Opening Segment

Terry introduces his book, “The Encyclopedia of Commercial Real Estate Advice”
He says one key to his success is knowing what he wants and breaking it down into smaller goals that can be accomplished every day
He has been studying personal growth and visualization for many years
He shares what book he found helpful, “The 7 Habits of highly Effective People”
He kept mornings to himself to be creative, to actually brainstorm of what he’s going to for his business and his own personal life.

[04:36 - 07:29] Visualization Helps You Renew Your Passion

Terry tells us that Franklin Covey was a huge influence on his life
Visualization should include emotional experience
- In order to get the thing that you’re going for
Terry discusses the habits that have contributed to his success
- Measure things on your to-do list
- He starts with the more difficult ones
He shares that it is important to not get easily distracted
Having the passion behind what you’re working for

[07:50 - 09:40] Closing Segment

Terry shares his tips on his website: apartmentloanstore.com
Terry shares where you can get in contact with him (links below)

Quote/s:

“Feeling that experience, visualizing it every day, what the outcome's going to feel like and living that as if it already happened. It's a very powerful momentum to actually achieve it.” – Terry Painter

You can connect with Terry through Website, LinkedIn, Youtube, and Instagram

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The Encyclopedia of Commercial Real Estate Advice: How to Add Value When Buying, Selling, Repositioning, Developing, Financing, and Managing

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John Casmon is a multifamily investor syndicator and he talks about some of the objections that passive investors may have when considering investing in multifamily properties, such as feeling risk or needing more information. John stresses the importance of educating oneself on multifamily investments, and being open to other perspectives when looking for advice. Listen in if you want to invest in real estate, to understand your goals and how he can help you achieve those goals!

[00:00 - 04:27] Opening Segment

John clears the air with the common objections from passive investors that real estate is risky
John’s recommends understanding the risk of every investment, and educating yourself about real estate
He advises getting different perspectives and understanding the mind frame of the person you’re seeking advice from.

[04:28 - 07:49] Understanding The Risks To Reach Your Financial Goals

John tells us how we can achieve our goals and how to approach it
Making the best decision with investing in real estate
John discusses how investors invest in real estate and understand the risks of real estate
Understanding the risks involved with investing in real estate

[07:50 - 09:40] Closing Segment

John offers his advice on his website: https://www.casmoncapital.com/
John shares where you can get in contact with him (links below)

Quote/s:

“You got to understand the risk and how do you mitigate that risk. So that you can find the right deals and opportunities but I think if you do those two things and understand those common objections, now you can put yourself in a position to actually invest.” – John Casmon

You can connect with John through Website, LinkedIn, and Instagram

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Connect with me through LinkedIn

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Gita Faust is the owner of Fast Trac Consulting and she discusses one habit that has helped her to be successful in real estate: Delegation. Faust stresses the importance of being true to your strengths and not being afraid to delegate tasks in order to focus on what you are good at. Gita shares her advice on how to delegate and manage time so that one can still have equity in their properties while doing other things. Listen in and learn how to delegate to maintain a positive cash flow even with less time spent on the property!

[00:00 - 04:35] Opening Segment

Gita discusses the biggest habit that has contributed to her continued growth and success
Being realistic to companies when analyzing their money
Delegating what you can not do

[04:36 - 07:49] Delegate and Focus on Your Cashflow

Gita on getting somebody experience to help you with your property cashflow
Spend more time in closing and delegate
Focus on what makes you money

[07:50 - 09:40] Closing Segment

Gita creates helpful videos and books that you can read on her website https://fasttracconsulting.com/
Gita shares where you can get in contact with her (links below)

Quote/s:

“Delegate what you can not do and do what you're good at. If you're good at closing deals, then close the deals. Let everybody else handle the rest.” – Gita Faust

You can connect with Gita through Website, LinkedIn, Youtube and Facebook

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Connect with me through LinkedIn

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Lee Yoder is the founder and visionary behind Threefold Real Estate Investing, and he’s committed to forging a path that will generate incredible wealth and opportunity for all involved. Lee advises his listeners to be patient and develop relationships with potential investors and partners along the way so that they can bring the money needed to take down a property. He speaks about the importance of being consistent in order to achieve success. Lee shows you how he became successful in investing and how compounding works to help him achieve that success!

[00:00 - 03:56] Opening Segment

Lee Yoder discusses Dan Hardy’s “The Compound Effect”
Building momentum over a period of time can help you reach your goals faster

[05:53 - 09:35] Success Comes With Consistent Action

Lee shares that achieving exponential growth is a process where grows at an increasingly faster rate
It is important to celebrate the small steps that you need to take in order to keep moving forward
Success in business comes from taking consistent action over a long period of time

[09:36 - 22:18] Closing Segment

Lee offers educational materials on his website threefoldrei.com
Contact Lee on his social media! (Links below)

Quote/s:

“You've got to be consistent. If you want to buy a hundred new apartment building, you've gotta be underwriting properties. You got to be talking to brokers and investors every week. If you don't do that every week, you'll miss the opportunity.” – Lee Yoder

You can connect with Lee through Website, LinkedIn, and Facebook

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Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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Isabelle Smith has been in the homebuilding industry for many years. Steve shares his insights into the current market conditions and how they’re impacting his job. He talks about how technology is changing the construction industry, and how this is impacting the quality of homes being. He shares that his company has to talk to their investors about price increases, as well as how rents are increasing in the market. Steve has a lot of great advice for homebuilders and we hope you enjoy the episode!

Isabelle Smith is a real estate investor and entrepreneur who helps people figure out how to be entrepreneurs in the assisted living space. Isabelle has experience working in this field for several years and has found that there are many challenges to be faced when operating in this industry. She advises people to start with a facility and then teach others how to do it so they can build up their equity and cash flow. She shares that there are many ways to find a licensed manager, and communication with other homeowners is important in this industry. Isabelle has a lot more to share about looking for placement agents and we hope you enjoy the episode!

[00:00 - 05:52] Opening Segment

Introducing Isabelle to the show
Isabelle talks getting long-term low impact tenants
Focusing on the residential side of assisted living
She teaches how to own real estate and make a passive income

[05:53 - 16:49] Communication and Setting Expectations with the Families

Isabelle teaches a way to make money from assisted living business
How the business model of assisted living can be done anywhere
Caregivers should trained in order to effectively run a home
Adding elevators or chair lifts into a home makes it more accessible and suitable for seniors
It is important to communicate with the family and set expectations from the beginning

[16:50 - 22:18] Niching Down With The Median Income

Isabelle tells us that since the pandemic, there was a massive increase of seniors who flocked to homes
It is important to be aware of the different costs associated with running a home
She tells us to niche down to an area with a specific median income is important in order to avoid overcharging seniors

[22:19 - 24:54] Closing Segment

Isabelle shares to us her 3-day training program where you will be working with her coaches
Learn more about Isabelle on her links below!

Quote/s:

“Doing that demographic research to find out what is actually being charged in your area is vital because what's being charged in San Francisco is completely different than Stockton.” – Isabelle Smith

You can connect with Isabelle through Website, TikTok, Instagram, and Facebook

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Connect with me through LinkedIn

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Steve Olsen has been in the homebuilding industry for many years. Steve shares his insights into the current market conditions and how they’re impacting his job. He talks about how technology is changing the construction industry, and how this is impacting the quality of homes being. He shares that his company has to talk to their investors about price increases, as well as how rents are increasing in the market. Steve has a lot of great advice for homebuilders and we hope you enjoy the episode!

[00:00 - 05:26] Opening Segment

Introducing Steve to the show
Steve talks about the increased cost of materials
The problem with logistics

[03:43 - 08:05] Creative Financing

Longer contracts to produce the same product
Banks are supportive of construction loans
Bumping interest rates up

[08:06 - 07:42] Closing Segment

Working smarter
See the links below to connect with Jack

Quote/s:

“You have to be adaptable and one of the ways that we're adapting as we go longer contracts, we can't deliver the same product in the same amount of time, anymore, period.” – Steve Olsen

You can connect with Steve through LinkedIn, or you can visit FIG.us. You can also watch his videos on his Youtube.

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Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

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As a tech person, Kevin Galang advises tech people to consider investing in real estate as a way to diversify their portfolios that create cash flow, and reduce their tax burden. As a note investor and personal development junkie, Kevin discusses how real estate can be a great way to learn more about different investment strategies and to network with other like-minded individuals. As a self-employed tech worker, Kevin has been successful in creating consistent returns in the stock market, but is interested in exploring other options for his investment portfolio. He recommends the listeners explore real estate as an option, as it offers predictable returns and protection from default.

[00:01 - 02:59] Opening Segment

Introducing Kevin to the show
Why it is important to diversify not only in stocks but also in real estate
How it is easier to utilize leverage when it comes to real estate versus the stock market

[03:00 - 05:44] Utilizing Real Estate To Get Consistent Returns

Utilizing real estate to avoid paying taxes upfront and grow your money
Getting consistent great returns from note investing
Real estate grants you more control
Leverage your real estate to get tax benefits

[05:45 - 08:56] Closing Segment

Final words
See the links below to connect with Kevin

Quote/s:

"It's much easier to utilize leverage when it comes to real estate versus the stock market." – Kevin Galang

You can connect with Kevin through LinkedIn, Instagram, and Facebook, or you can visit Note Nuggets Podcast.

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Connect with me through LinkedIn

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Jack Allweil tells the story of how he was able to get new properties in Michigan by cold calling property managers and asking if their clients were looking to offload their properties. He was able to pay off two property managers within two years, which helped him get traditional financing. If you're looking to get into the property management game, or you're just looking for some creative financing tips, this is the episode for you.

[00:00 - 03:42] Opening Segment

Introducing Jack to the show
How to finance properties with low-interest rates

[03:43 - 06:17] Creative Financing

Jack tells a story of how he was able to pay off two property managers within two years
- Getting financing for a seven-unit property
How podcasts helped Jack in getting traction in his business

[06:18 - 07:42] Closing Segment

See the links below to connect with Jack

Quote/s:

"Had I not been listening to the podcast and reading, I probably wouldn't have even thought of this." - Jack Allweil

You can connect with Jack through LinkedIn, or you can visit www.fired-to-fire.com. Listen to his podcast by visiting www.brothersonbooks.com. You can also email Jack at jackallweil@gmail.com.

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Chris Miles, a financial advisor and former stock trader, has a lot of advice for people who want to get their money out of prison and into more productive areas. First, he recommends looking into HELOCs (home equity lines of credit) and refinancing if you already have a low rate. He also suggests seeking an interest-only loan instead of a regular loan with interest and principal. Chris recommends investing in real estate instead, which he believes will be more stable over the long term. As the “ANTI-Financial Advisor”, he now is the podcast host of the Chris Miles Money Show and has been featured in various media outlets.

[00:00 - 03:05] Opening Segment

Introducing Chris to the show
Getting that money moving
Taking advantage of 401k, IRA, or other plans

[03:05 - 10:57] Mutual Funds vs. Roth IRAs

Chris talks about which is the best way to save for retirement
Chris's advice on not touching their 401K until they are at least 60 years old
The current market’s volatility
- Being prepared by having a diversified portfolio
Chris’ advice when investing in the stock market

[10:58 - 12:41] Closing Segment

Final words
See the links below to connect with Chris

Quotes:

“Let's take a look at your cash flow. Let's take a look at how much money you're making on your properties. And then let's see if we can't get you into a situation where you're generating some passive income from those properties.” - Chris Miles

"The more it goes up, the harder it falls." - Chris Miles

You can connect with Christ through LinkedIn, Instagram, Facebook, and Twitter, or you can visit www.moneyripples.com. Email him at chris@moneyripples.com.

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Nick has helped hundreds of people purchase homes that are not available on the conventional market. He provides down payment and assistance with getting the buyer their loan so they do not have to worry about the property. Nick shares with the listener how Smart Real Estate Coach helps buyers through a process that is customized to their needs. He also shares how Quantum Leap LLC helps sellers by helping to sell their properties at a higher value.

[00:00 - 11:17] Opening Segment

Introducing Nick to the show
Nick’s background
Recovering from coma
Cashflow Quadrant by Robert Kiyosaki

[11:18 - 24:55] Recovery and Getting Into Real Estate

The influence of parent’s background
Nick talks about how he helps buyers in financial crisis
- Setting up meetings and guiding how to get a loan
- Getting buyers into their homes as quickly as possible

[24:56 - 29:23] Helping Buyers Transition from being Renters to Homeowners

Includes recorded calls and videos so that buyers can learn everything they need to know about buying a home
Nick’s goal is to help as many people transition into homeownership

[29:24 - 30:26] Closing Segment

Final words
See the links below to connect with Nick

Quote/s:

"It's very gratifying to all of us to know that we are getting buyers to the finish line. We're not just taking our down payments, taking someone in a home, and who cares if they ever get their loan? Who cares? They're successful." - Nick Prefontaine

You can connect with Nick through LinkedIn and Clubhouse, or you can email him at support@smartrealestatecoach.com. Sign up here to get a free book!

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It is important for Gary Lipsky to stay on top of this ever-changing world. As the President of Break of Day Capital and the host of the Real Estate Asset Management Podcast, Gary is here with us today to discuss how one habit has contributed to his continued growth and success. Gary believes that you should never stop learning and be curious about new ideas, which helps him stay adaptable and prepared for the ever-changing world. He emphasizes the need to balance focus with openness to new ways of doing things.

[00:01 - 03:29] Opening Segment

Introducing Gary to the show
Balancing execution and openness

[03:30 - 07:47] How to Keep Your Business Growing in an Ever-Changing World

Creating a successful podcast and growing your audience
Creating a business model
Gary’s advice on how to monetize your podcast

[07:48 - 08:56] Closing Segment

Final words
See the links below to connect with Gary

Quote/s:

"You have to be flexible because things are ever-changing and you need to stay on top of that." - Gary Lipsky

You can connect with Gary through LinkedIn, Instagram, and YouTube, or you can visit www.breakofdaycapital.com.

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It’s all about the long-term things, and today, Edna Keep is here to help us understand the many reasons why you might want to invest in multifamily properties. As a real estate investor, coach and teacher, she stresses the importance of an education-based approach to investment, rather than a sales-based approach. She explains that when investors are able to learn and understand the concepts themselves, they are more likely to succeed in investing. She advocates for a long-term strategy when investing in real estate, and explains that it's not easy to make a quick buck in the industry.

[00:01 - 06:59] Opening Segment

Real estate is a long-term investment that can provide significant returns
The importance of educating yourself and your clients about the risks in real estate
Real estate is good for those who have a steady cash flow

[07:00 - 13:41] Being a Financial Advisor and Making More Money

Edna shares how she transitioned to real estate
The effects of the 2008 stock market crash

[13:42 - 16:13] Closing Segment

The importance of mindset and overcoming personal limitations
Final words
See the links below to connect with Edna

Quote/s:

"It's not the short-term stuff. It's in the long term buy and hold because that's where tenants are paying off your mortgage. You're helping a lot of other people gain their wealth in real estate as well. Real estate is a long term game.” - Edna Keep

You can connect with Edna through LinkedIn, Facebook, Instagram, and YouTube, or you can visit www.ednakeep.com. To know more about her works, you can join her Facebook group or you can visit www.7figurerealestate.net.

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If you had enough passive income to live your best life, how would you like to spend your days? In this episode, K. Trevor Thompson, an accredited investor and GP, tells the story of how syndications can be applied to business principles and how this advice has helped him in his investment pursuits. Trevor has a wealth of experience in the real estate industry, and he's sharing some of the lessons he's learned along the way. He also shares some tips on how syndicators can survive amidst the pandemic and other tips for a successful real estate career.

[00:01 - 13:23] Opening Segment

I welcome Trevor to the show
- An accredited investor participating in syndication and GP
Trevor shares lessons learned from 17 deals
How to invest like a billionaire
- Accelerating investment strategies through buying assets
What makes syndications special?
Trevor shares how passive investing could also be a risky business

[13:24 - 25:14] CAPEX Budget and the Pandemic

Trevor’s tips for surviving COVID-19 as a syndicator
Getting help from a volunteer asset manager
How ten months of hard work and dedication could go to waste

[25:13 - 34:13] A Passive Investor’s Tips for Surviving and Succeeding Real Estate

Having enough money saved up in reserve
Having a partner who is willing to take care of and manage the property
Real estate vs. stocks: the preservation of capital
Trevor shares some of his success stories
It is important to learn from others and keep up with the latest trends

[34:14 - 36:42] Closing Segment

Final words
See the links below to connect with K. Trevor!

Quotes:

“What would you choose to do with your time? If you had enough passive income to live your best life, how would you like to spend your days? What kind of impact would you like to make?” - K. Trevor Thompson

"It is so cool because so many people can make so much progress in real estate without having a formal education in it." - K. Trevor Thompson

You can connect with Trevor through LinkedIn, Facebook, or you can email him at kttproperties@gmail.com. Also, visit www.niagara-investments.com to know more.

You can connect with Jen through Instagram, Facebook, and Youtube, or you can visit www.jenmaldonado.com.

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Brent Bowers believes that it takes a lot of energy to create a successful business, create a happy life, or have a wonderful marriage. With that, Brent kickstarts his day with coffee and Red Bull to stay energized in order to take some action, especially when your kids come home wanting to play. As an Army Officer with over 8 years of service, Brent will share with us today his methods for taking massive action that will ultimately improve one’s life and career. Tune in to make your passive income dream a reality!

[00:00 - 03:03] Opening Segment

I welcome Brent to the show
Brent recommends taking a break

[03:03 - 09:11] Move to Start Working Out and Improve Your Life

Start moving if you want to be successful
Taking action on business endeavors
Maintaining focus through proper scheduling and blocking out distractions
- Time blocking

[09:12 - 10:03] Closing Segment

Reflect on what you truly desire and think of one thing you can do about it
Final words
See the links below to connect with Brent!

Quotes:

"You got to get your butt up and play with your children because they're not going to let you sit there on the couch and be lazy. So start moving." - Brent Bowers

"It takes so much energy to get the plane off the ground and what we're really trying to get to is we're trying to get to that place of momentum." - Brent Bowers

"Before you go on to continue with your amazing day please take a moment to reflect on what you truly desire in life. Then think about one thing you can do to push the ball forward in that direction." - Brent Bowers

You can connect with Brent through LinkedIn and Facebook, or you can visit www.thelandsharks.com.

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Or send me an email at sujata@luxe-cap.com

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Jen Maldonado is a real estate agent who specializes in buying and selling hotels. She has developed a skill for negotiating high prices for her clients, and she is able to turn struggling hotels into profitable ventures. Being recognized by Fortune’s Top 500 companies like Johnson & Johnson and Nestle as a business expert and high-performance leader, Jen shares her story with the listeners, explaining how she was able to scale her business and buy bigger properties. In addition, she provides tips on how listeners can achieve similar success in their own lives.

[00:01 - 02:30] Opening Segment

Introducing Jen to the show
Jen’s background and career
The importance of taking the time to do research before investing

[02:30 - 07:26] Getting Into Multimillion Dollar Deals and Scaling Businesses

Using a lease option and down payment
Renting the property
Jen Maldonado shares how she's been able to scale her business and buy bigger properties
- Selling to partners

[07:27 - 07:42] Closing Segment

See links below to know more about Jen

Quote/s:

"When you are buying it in the right market at the right time, you have the capability not only to cash flow heavily, but also make money on the back end and also make money for them." - Jen Maldonado

You can connect with Jen through Instagram, Facebook, and Youtube, or you can visit www.jenmaldonado.com.

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Alvin Cavalier is a short-term rental investor and author who shares how he finds success by seeking education and developing a positive morning routine. He talks about the pivotal moments that have contributed to his growth, including seeking education early in the morning and exercising to jog off what he has learned. Alvin shares how he gets started in the morning by listening to educational materials and then exercises that help him think creatively. Alvin shares how he gets started in the morning by listening to educational materials and then incorporating exercise into his day so that he can think creatively and reflect on how it can apply to investing.

[00:00 - 04:01] Opening Segment

Welcoming Aliv to the show
- Short-term rental investor and entrepreneur
- Focusing on education and positive mindset

[04:01 - 08:00] Education and daily Routines

Alvin shares how he started his day through consuming educational materials
The benefits of The Harvard Business Review
Alvin’s journey into the RV space

[08:00 - 10:26] Closing Segment

Final words
See links below to connect with Alvin

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We welcome back Ryan Webster and Warren Dresner to talk about their experience in the multifamily space and what they are working on. Ryan and Warren have transitioned fully into value add acquisitions, but they still do not do acquisitions full time. They discuss how the market cycle affects real estate and how to protect yourself when it does. They also discuss unemployment and how hitting the affordability ceiling means that landlords can't continue to increase rents unless nobody can afford to pay them.

[00:00 - 06:16] Opening Segment

Introducing Warren and Ryan to the show
Hitting the affordability ceiling
Warren and Ryan shares their background
- The corporate world as a risk reward profile
The Equity Yield Group

[06:17 - 14:27] The Market Shifts

Ryan and Warren talks about the market shift towards debt issuance and buybacks
Interest rates are going up
Growing through acquisitions

[14:28 - 26:10] Tips on Underwriting Deals

Underwriting deals is a numbers game
Mindset and having a positive outlook
Successful strategies for making relationships with institutional investors
Taking the market conditions into account when underwriting
Having conservative assumptions
Being realistic about the market’s potential growth

[26:11 - 33:29] Closing Segment

Vetting the sponsor of an investment
The debt market is shifting, but the fundamentals of real estate and real estate investment haven't changed
See links below to connect with Ryan and Warren

Quotes:

"I think it is just a matter of bouncing back. I mean, being happy that you get rejected and then just bouncing back and looking at another deal." - Ryan Webster

"You have to have a cap rate escalation and assume that although you're growing, that that's not going to count as much in the future as it does today." - Warren Dresner

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Eunisia Peret, a financial expert and business owner, joins the show again to share her investment philosophy and background. As the CEO and Founder of the Empowered Financial Planner, she tells us about her career path, which transitioned from strategy consulting to wealth planning after she became interested in real estate as an investment. Eunisia discusses how real estate can be a great addition to an investor's portfolio, and how her experience working with families and businesses has taught her that many people are interested in learning more about real estate investments.

[00:01 - 08:06] Opening Segment

Introducing Eunicia to the show
- Her investment philosophy
- Background
Starting with wealth optimization strategies before investing in real estate

[08:07 - 23:53] Fractionalized Real Estate Investing

Taking a step back and figuring out your goal
Fractionalized real estate investing
- Potential for high income
- Ability to keep properties without having to sell them
Eunicia shares some tips about real estate and finances
- Being creative to minimize taxes
- Asking questions to determine if a financial planner is right for you

[23:54 - 27:33] Closing Segment

The difference between everybody else and the wealthy
Final words
See links below to connect with Eunicia

Quotes:

"It's been said that success is 80% mindset and 20% strategy." - Eunicia Peret

"The wealthy have their own teams that are managing their money. They don't just go to the nearest investment banker or investment institution to say, ‘hey, here's my pot of money. Please manage it for me." - Eunicia Peret

You can connect with Eunicia through LinkedIn, Instagram, Facebook, Youtube, or you can visit www.empoweredfinancialplanner.com

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Sarah May, a former engineer turned syndication firm owner, discusses how mindset has been a major influence on her life and career. She discusses her experience attending Tony Robbins' event and how it impacted her. Sarah talks about how she now has a better understanding of her goals, which gives her more excitement to take action and grow her business. Sarah provides listeners with advice on how to shift their mindset and achieve greater control over their emotions.

[00:00 - 03:53] Opening Segment

Sarah’s background
- Former engineer turned syndication firm owner

[03:54 - 11:44] Limiting Beliefs and Mindset

Fear as a root of limiting beliefs
What is courage?
Sarah shares her insight on mindset
Effects of joining a mastermind group

[11:45 - 12:39] Closing Segment

Final words
See links below to connect with Sarah

Quotes:

“A lot of it is conquering your emotions and having the right mindset to take on new challenges." - Sarah May

“And so focusing on negative stuff means that the energy is going to go towards negative things whereas if we focus on the positives, then we can focus on the path forward.” - Sarah May

You can connect with Sarah through LinkedIn, or you can visit www.regencyinvestmentgroup.com.

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In today’s episode, Hannah Kesler shares some advice on turning passive income into an asset. As a financial advisor, she advises us to think about ways to monetize their income and make it more sustainable. She also shares how passive income can create an asset and double dip.

[00:00 - 03:53] Opening Segment

I introduce Hannah to the show

[03:53 - 08:57] Life Insurance and Asset Building Tips

Pros of whole life insurance
- Way to protect your family’s financial future
Turning your passive income into an asset
The importance of thinking about what you want in life

[08:58 - 09:55] Closing Segment

Final words
See links below to connect with Hannah

You can connect with Hannah through Instagram and LinkedIn, or you can visit https://themoneymultiplier.com.

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Or send me an email sujata@luxe-cap.com

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Ryan and Warren are discussing the mindset that it takes to be successful in the real estate industry. They say that it's important to have a thick skin and to stay focused on the long game. Rejections can be tough, but ultimately it's worth it to pursue your dreams. Warren and Ryan both share the same wise driver for being in this business - time freedom. They both missed out on many milestones with their children by being away on long corporate careers, so they want to have time freedom in their lives again. They both feel that real estate acquisitions is a more scalable business than some of the other businesses they've been in.

[00:00 - 03:18] Opening Segment

I introduce Ryan and Warren to the show
Missing out on life with a corporate career

[03:18 - 07:35] Gaining Financial and Time Freedom Through Real Estate

Warren and Ryan share their reason for being in the real estate business
- Wanting to spend more time with their family
- Easier scaled than other businesses

[07:35 - 10:07] Closing Segment

The importance of mindset
Final words
See links below to connect with Ryan and Warren!

Quotes:

"I think you definitely need a thick skin in this industry. We probably underwrote 150 deals before we found our first one." - Ryan Webster

“I think the real estate acquisitions business is a much easier scaled business, especially in a large multifamily. Being able to jump into scale allows you to hire people a little faster and scale the business, which results in a little more time freedom for the owners of that business.” - Warren Dresner

You can connect with Ryan and Warren through LinkedIn and Facebook, or you can visit https://equityyieldgroup.com.

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Tim Kelly is a military veteran and real estate investor who has been focused on the multifamily and commercial asset class for the past few years. He shares that he was inspired to get into real estate investing after seeing that it was an accessible way to have an impact on his legacy. He then dives into his background, military experience, education, and investment journey, explaining that while it took a bit of time to build traction in the industry, he eventually found success by focusing on multifamily and commercial properties. Listen to know more tips and tricks and how his military background has helped him climb his way to success.

[00:00 - 03:36] Opening Segment

Tim’s military background
Focusing on commercial and multifamily asset class
Multifamily as a more controllable investment than stocks

[07:31 - 18:46] Work Ethics, Control, and Resilience

Having an ambitious mindset
Success in real estate means having a high work ethic and resilience
Taking ownership of your successes and failures
Finding a group of like-minded individuals
Failure is a part of success

[18:49 - 28:33] The Lifestyle of Success

Tim shares his daily routines that set him up each day
- Cold showers
Real estate is scalable and there are no limits

[28:34 - 31:25] Closing Segment

Final words
See links below to connect with Tim

Quotes:

‘You should just remove failures from the vocabulary. It's like stepping stones to success, but a lot of people just let failures burden them because it's such a derogatory word." - Tim Kelly

It's one thing to have a room of just real estate investors. It's one thing to have a room of military real estate investors, but it's even smaller to have military real estate investors focused on specifically commercial. - Tim Kelly

"It's just stuff you learn from reading books, surrounding yourself with successful people, stuff you don't learn by yourself going through school." - Tim Kelly

"Progress is happiness.” - Tim Kelly

You can connect with Tim through LinkedIn, Instagram, Facebook, or you can visit www.thetimothykelly.com. Also visit www.activedutypassiveincome.com and get a free copy of Military House Hacking!

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Ken and Rachel Wick are real estate experts who have been in the industry for over 30 years. They started off by buying rental properties, and then later invested in other properties. They are now dedicated to helping others achieve passive income through real estate. They believe that real estate is a great way to create wealth and spend your days doing what you love. Ken and Rachel share their family's history of success in real estate as motivation to help others achieve their goals.

[00:00 - 03:36] Opening Segment

I introduce Ken and Rachel to the show
How they got into real estate

[03:36 - 07:05] Moving Into Multifamily

Ken and Rachel shares how they transitioned into bigger properties
The importance of specializing in an asset class
Purchasing and leasing properties in Las Vegas

[13:22 - 15:50] Closing Segment

Ken and Rachel’s asset management program for incarcerated people
Final words
See links below to connect with Ken and Rachel

Quotes:

"It's like communal living. The whole place is a family." - Rachel Wick

You can connect with Ken and Rachel through LinkedIn, or you can visit www.higherpointinvesting.com.

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In today’s Investing Shorts, we'll explore the strategies and habits that have helped this financial planner and real estate investor grow her money faster than anyone else. We'll hear about one habit that's helped Eunicia Peret achieve extraordinary financial success with one simple tip: focus on your mindset. We'll discuss how to change your mindset for success, and how to apply this skill to your finances and life in general. So please join us, and let's start focusing on your mindset!

[00:00 - 01:24] Opening Segment

I welcome Eunice to the show
The mindset behind successful real estate investing

[01:24 - 06:35] Mindset and Key Strategies

Refining your approach in order to be more relevant
Key pitfalls to avoid when investing in private equity deals
Maximizing the potential of private equity

[06:36 - 08:09] Closing Segment

See links below to connect with Eunicia
5 point checklist to avoid the biggest pitfalls
Final words

Quotes:

"We are nothing short of rigorous in our approach to evaluating investments." - Eunicia Peret

You can connect with Eunicia through LinkedIn, Instagram, and Facebook. Avoid the 5 biggest financial pitfalls by signing up at www.empoweredfinancialplanner.com/pitfalls!

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Multi-family veteran Neil Bertrand discusses his experience as a property executive and his advice for young people who are interested in entering the real estate industry. During this time, he's seen the passive income opportunities available in multifamily grow, as well as the need for better strategic management of these properties. In this episode, John shares his insights on passive income and real estate investing, discussing how technology has helped make these strategies more accessible to everyone. He also discusses the importance of having a regional strategy when managing multifamily properties, and how being able to work with quality partners is key to success. He discusses the challenges that he has faced in his career, how to make the transition from property executive to successful real estate investor, and how to find the right team to help you achieve your goals.

[00:01 - 02:28] Opening Segment

I welcome Neil to the show
a 25 year multifamily veteran
has held positions with 4 NMHC Top 50 Firms
Neil’s life as a musician
- Finding balance with the help of passion in music
Focusing on the numbers

[07:15 - 17:48] Building A Business

Switching from the employment world to becoming a business owner
Becoming friends with a CFO who has similar ideas
Neil shares some advice for others who are starting a business

[17:49 - 27:42] Past Experiences and Future Goals

The Leander Apartments
Neil’s experience with working on a renovation project
- Taking caution when pairing up with people that you do not agree with
Focusing on multifamily projects and build-to-rent duplex communities
Neil’s goal of building 5000 units within 5 years

[27:43 - 31:05] Closing Segment

Finding the right partners and helping as many people as possible
Final words
See links below to connect with Neil

Quotes:

“It's about long term relationships. It's about win-win. And it's about helping as many other people as we can to kind of realize their potential and realize their goals as well.” - Neil Bertrand

“You can put any 4 musicians in a room, and they’ll play a song. But if you put the right 4 musicians in a room, that’s when you get the Rolling Stones, the Beatles, Kiss…you get the iconic bands.” - Neil Bertrand

You can connect with Neil through LinkedIn, or you can email him at neil@reitgroupx.com. Also visit www.rgxinvest.com for more information.

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In this episode, Ari Rastegar, “The Oracle of Austin” talks about why contributions are so important and how it can enrich our lives. As one of the Commercial Observer’s Power 100 list, Ari emphasizes having a mindset of why you're doing what you're doing. You have to have a goal in your mind, and you have to be willing to work hard towards that goal. But Ari also thinks it's important to have a mindset of gratitude. Join us as we explore ways that we can use our creativity and skills to make a difference in the world!

[00:00 - 03:19] Opening Segment

I welcome Ari to the show
Saving up before investing in real estate
Ari talks about how his upbringing influenced his views on wealth and giving back to the community

[03:19 - 08:10] Giving Back to the Community

Being taught generosity at an early age
Teaching children healthy habits
Sponsoring a soccer league

[08:11 - 09:47] Closing Segment

The Gift of Failure
Final words
See links below to connect with Ari

Quotes:

"While money doesn't buy happiness, passive income does have the potential to buy back your time." - Ari Rastegar

"If you have something, no matter what it is, big or small, there's always somebody that has less." - Ari Rastegar

You can connect with Ari through LinkedIn, Instagram, Twitter, Facebook, or you can email him at ari@rastegarproperty.com. Listen to his podcast, “The Gift of Failure''! To learn more, visit www.rastegarproperty.com.

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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In this episode, you'll hear from Rich O'Neill, who has found passive income to be his passion and has built a successful business around it. Hear how he went from zero to sixty in real estate in just a few years, and how he did it by following a plan and focusing on what was necessary day-by-day. If you're interested in finding passive income of your own, this episode is for you!

[00:00 - 03:05] Opening Segment

I introduce Rich to the show
Discipline to focus on what to do day by day
Rich talks about how he started his real estate career

[03:05 - 07:47] The Fleming Project Management

Rich talks about the early struggles in managing and how he resolved it
Opportunities are diversified
- Across asset classes, geographies, and operators
Achieving success despite having ADD

[07:48 - 09:48] Closing Segment

Final words
See links below to connect with Rich

Quote/s:

“If I didn't have the discipline that I've kind of built for myself, I would be off doing 50 different things at once.” - Rich O’Neill

You can connect with Rich through Instagram, Facebook, or you can email him at rich@flemingpm.com. Visit his website as www.flemingpm.com.

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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In today’s episode, we have Mark Mascia with us to explore the topic of pressure and how it can lead to success or failure in the real estate industry. With 20+ years of real estate experience, Mark will discuss how to manage expectations, build self-confidence, and create a positive mindset in order to succeed. With his expertise in real estate development, he’ll discuss the importance of capital and how to raise it.

So whether you're a first-time homebuyer or you're looking to invest in real estate, this episode is for you!

[00:00 - 03:39] Opening Segment

Mark shares his experience with entrepreneurship
- The isolating nature of working from home
- Joining organizations
Mental health issues in entrepreneurs

[03:40 - 04:35] The Pressures of the Real Estate Industry

Mark talks about how pressure can lead to arrogance
Mark shares some resources for those looking to improve their mental health

[07:30 - 08:38] Closing Segment

Final words
See links below to connect with Mark

Quote/s:

"While money doesn't buy happiness, passive income does have the potential to buy back your time." - Mark Mascia

You can connect with Mark by visiting www.urbnphx.com and www.drivethru.dev.

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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In today’s episode of the Investing Shorts segment, I welcome you Jules Mckenzie to provide us some tips, advice, and instructions on how to become a successful investor. As an investor for 20 years, he believes that it doesn't have to be hard to become a successful investor. You can do it by reading a book or listening to an audio and doing your homework. And if you can do that consistently, then you're in good shape.

[00:00 - 03:03] Opening Segment

Jules’s background and journey
- Consistent action
- Mindset of success
- Having a dream and a passion for living

[03:04 - 10:22] Climbing the Real Estate Ladder

Jules shares his experiences with his mentor
Breaking free from the negative mindset
Finding strength through God
Jules’s recommended authors
- Napoleon Hill
- Robert Kiyosaki
Rebuilding after a failed business
Utilizing social media to share your story

[10:23 - 11:40] Closing Segment

Final words
See links below to connect with Jules

Quote/s:

"There's no ceiling. It's all possible if you take consistent action towards your goals." - Jules Mckenzie

You can connect with Jules through Linkedin, Facebook, and Twitter, or you can visit www.cavanahouse.com and www.mckenzieproperties.online.

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Welcome to Passive Income Unlocked, where we unlock the doors to intelligent, hands off real estate investing. If you're like me, you're always looking for ways to improve your life. And what are the best ways to do that? One way is to read inspiring books! With Suzy Sevier and Michael Barnhart, we’ll show you how morning routines with reading helps us have a great relationship and be successful in our business. Suzy and Michael are partners in this business, not bosses and employees. This way, they can lean on each other for support. So if you're interested in making your life better, this episode is for you!

[00:00 - 04:07] Opening Segment

Writing down your goals and taking out all the distractions
- Creates a stronger relationship
How affirmations and visualizations should be in your morning routine

[04:08 - 08:08] Goal-setting, Affirmations, and Accountability

Goal setting and affirmations should be spoken aloud together
Maintaining alignment between partners helps create accountability
- Reading books together
Being grateful for the good in life
- Helps bring you in a positive mindset
Maintaining confidence throughout the day

[08:09 - 11:56] Closing Segment

Achieving success in real estate through confidence and knowledge
Hearing others’ affirmations
Final words
See links below to connect with Suzy and Michael

Quotes:

“It's not just about setting goals, it's also about making sure that you're taking action towards those goals.” - Suzy Sevier

“If you take a step back and you think about the things that you're grateful for, it really helps to put you in that positive mindset." - Michael Barnhart

Connect with Suzy and Michael through their LinkedIn, Facebook, and Instagram. Visit their Website, Podcast, and YouTube.

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Welcome to another episode of Passive Income Unlocked, where we focus on real estate and financial advice from one of the most successful entrepreneurs in the industry. Over the past two decades, Brock has created a name for himself as one of the top commercial real estate experts in the world. In this episode, Brock breaks down the mindset and motivation needed to succeed in real estate syndication. This is for anyone new to real estate syndication or anyone who wants to refine their skills, in order to achieve success. Let’s jump right in and start with happiness and maintain a positive mindset!

[00:00 - 03:34] Opening Segment

I welcome Brock to the show
The mindset needed in starting a business
Brock reflects on his journey of personal growth

[03:35 - 08:35]

How Grant Cardone’s works has influenced Brock
- The 10x Rule
Aiming to be influential in 10 different areas of life
Reaching your goals and tracking them

[08:36 - 10:39] Closing Segment

Final words
See links below to connect with Brock

Resources Mentioned:

The 10x Rule - Grant Cardone

Quotes:

"Success is 80% mindset and 20% strategy." - Brock Mogensen

You can connect with Brock through LinkedIn, or you can email him at brock@smartassetcapital.com.

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

The 10X Rule: The Only Difference Between Success and Failure

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On today's episode we have Dina Buchanan to share with us her thoughts on mindset and motivation. We're going to talk about what mindset is, what mental state is, and how they're different. You can get yourself into a motivated state by thinking about your mindset and what you believe. We’ll also give you some tips on how to be mindful of your thoughts and replace negative thoughts with positive ones.

Dina is the Director of investor relations at PCRP Group, a firm that provides direct access to tax-advantaged, passive income commercial real estate opportunities. Dina has been investing in both residential and commercial properties in the United States and Internationally for over 19 years and has acquired or has been responsible for overseeing approximately $200 million dollars of assets under management.

[00:00 - 04:17] Opening Segment

Let’s welcome Dina to the show
Canceling negative thoughts as soon as they enter your mind

helps in reducing the amount of stress and tension that you feel

Mindset as the root of motivation
The idea of your own reality

[04:18 - 10:34] Mindset vs. Motivation

Motivation differs from people to people
Music as a powerful tool
Positive mindset in achieving success
We talk about the importance of taking care of your mental health
- Focusing on positive beliefs
Lux Capital Investment Group
- How they provide highly favorable opportunities
- Diversified across asset classes, geographies, and operators
Canceling projects and tasks that cause anxiety
Having a tool to help short circuit negative thoughts

[10:35 - 13:40] Closing segment

It is okay to take one step at a time
Mindset is a combination of attitudes, beliefs, and behaviors
Final words
See links below to connect with Dina

Quotes:

"Whether you think you can or you think you can't, you're right either way." - Dina Buchanan

"When you have a negative thought pop into your mind, ready? Cancel, cancel." - Dina Buchanan

“Once we have the motivation, then we can break our problems down into manageable steps to accomplish it.." - Dina Buchanan

You can connect with Dina through LinkedIn.

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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The world of finance has been changing rapidly over the last few years and one of the biggest changes has been in the way that investors are taking on risk. Long-term volatility in markets has become more common, meaning that returns for bonds and other fixed income investments are typically lower than they were in the past. And this has huge implications for people who are considering investing in these markets, particularly those who are looking to take on more time risk.

In today's episode, Hunter Thompson is going to share about how this phenomenon affects real estate, and specifically how foreclosures and low levels of mortgage lending are impacting the market. We'll also discuss some ways that investors can still benefit from these trends, even if they don't rely on debt financing or foreclosure investments.

So make sure to join us today as we explore all of these important trends!

[00:00 - 09:43] Opening Segment

Let's welcome my guest for today's show, Hunter Thompson
Hunter shares how he saw the opportunity in the stock market back in 2008
The yield curve inversion as an indicator for recession
The implications of the state of consumers to businesses

[09:44 - 20:09] The World of Finance

The increased chatter about an all-in moment in the market
Interest rates are rising
The possible consequences of quantitative easing
A detailed explanation of how inflation affects real estate
- As inflation rises, the value of real estate will increase significantly year-over-year
Hunter discusses how America's debt-to-GDP ratio is lower than Japan's

[20:10 - 32:49]

downside protection, conservative underwriting, recession resistant asset classes, and forging strong relationships with operating partners and investors
The challenges the the senior living industry faces
- Staffing shortages and wage growth
We talk about the housing crises that the US is facing
Regulations as the main roadblock in building super dense housing
How denser housing can solve subsidies in pricing

[32:50 - 35:37] Closing Segment

We talk about Bitcoin and and the world of crypto
The importance of setting goals and taking action
Final words
See links below to connect with Hunter

Quotes:

"So again, the political realm, which to a large degree controls the central banks, they think they've unlocked this numerical drug, which is we don't have this crazy uprising that we would have had if we had not clicked the button and have 20% unemployment." - Hunter Thomspon

"Because nobody really anticipated Bitcoin to become what it was today. Very few people did. And the Bitcoin mining thing is interesting because it allows you to get exposure to the space of crypto without foregoing the things that you and I both love about real estate, in particular, cash flow and depreciation." - Hunter Thomspon

Connect with hunter through Linkedin, or you can email him at hunter@asymcapital.com.

hunter@asymcapital.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Chris is an average guy who had a white-collar job in the corporate world and followed the only thing he knew for decades, conventional wisdom and conventional investments. This worked relatively well until 2009 when he experienced an illiquidity event where he lost 55% of his assets and thousands of dollars per month in cash flow. Then, Chris read Robert Kiyosaki’s Rich Dad Poor Dad, and his mind was opened to a different type of investing, investing in real assets and private deals mostly insulated from the volatility, risk, and taxation of the stock market (alternative investments). In just nine years, Chris recouped the 55% he had lost and multiplied it many times over, and now shares his experience and knowledge with you through this alternative investment blog at TheProlificInvestor.net.

Let’s dive in!

[00:01 - 04:38] Opening Segment

Chris Odegard is back on the show!
Old Adage: If it’s something too good to be true, it probably is
Chris talks about an in-service transfer he did with his 401k

[04:39 - 11:04] Grow Your Wealth through Tax Management

Chris’ motivation behind moving out of 401k and into real estate
Wealth building does not happen by magic
Real Estate Returns and After-Tax Benefits Explained
The process of taxation from moving from Self-directed IRAs to 401ks

[11:05 - 12:59] Closing Segment

Grab your copy of Get off Your A$$ and Manage Your Money!

Want to connect with Chris? Visit TheProlificInvestor.net or you can send him a DM via Instagram, Facebook, Twitter, and LinkedIn. Learn more from Chris by subscribing to his YouTube channel.

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

“There are better returns outside the stock market, and frankly, better tax event benefits outside of the stock market.” - Chris Odegard

Get off Your A$$ and Manage Your Money: Why You Need Alternative Investments

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Have you ever considered leaving corporate life and starting investing in real estate? What if that’s the path you were looking for to generate passive income and have more time to enjoy your life with your beloved ones. Today, our amazing guests, Mike and Ligia Deaton will share with us their journey getting into real estate and how this industry helped them to redefine their goals and priorities. Their mission is to help others live their best lives - whether it is helping clients find the perfect mountain property, working with investors to build a life-changing passive income stream, or improving multifamily communities.

Ligia and Mike Deaton have successfully ramped up a million-dollar real estate company focused on acquiring and selling rural residential land across the southwestern US to help people achieve their dreams of land ownership. In 2020, they launched Deaton Equity Partners to acquire and operate multifamily properties as a perfect pairing to their land business - combining passive income and tax benefits.

Let’s dive in!

[00:01 - 08:42] Opening Segment

Mike and Ligia Deaton share their background and work
- How they decided to make the transition out of corporate
- Why they signed up for a coaching program
- Their passion for the flexibility and lifestyle of real estate

[08:43 - 23:20] The Key to Starting Your Own Business

What’s the worst that could happen if you decide to go into entrepreneurship
How long Ligia and Mike took to feel comfortable not going back to a job
The process of redefining how much your need and starting a business
- Being willing to downsize one's lifestyle
How Ligia and Mike built their business together and made it work

[23:21 - 25:17] Closing Segment

Want to connect with Mike and Ligia Deaton? Follow them on LinkedIn, Facebook, and Instagram. Head to Deaton Equity Partners, and generate passive income to reclaim your time & fuel your life’s adventures. Don’t forget to take a look at Open Plains Properties.

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

"We really enjoy having control of our own time, we have almost unlimited control over our income...So it's really about having that level of control in life.” - Mike and Ligia Deaton

"Even if we don't live our dream from day one, start taking steps towards what you want to do.” - Mike and Ligia Deaton

“We redefined how much we need and how much is enough and what is what wealth means to us.” - Mike and Ligia Deaton

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Oftentimes you look out for investments that enable you to grow your income quickly, but are you sure those investments make you feel peace of mind? In today’s episode, we have a great conversation with John Chelius on why investing in assets that make you feel comfortable is important. John is a managing partner at Montlake Residential, a firm that focused on value-add workforce housing in major US cities with high barriers to entry, strong job, and population growth, and favorable regulatory environments.

John started his career in Los Angeles helping large institutional groups like Colony Capital and Tricon Residential buy, renovate, and manage large single-family home portfolios in Southern California. Starting in 2014 he started buying and managing workforce apartment buildings in California, Texas, and Arizona and has sponsored more than 1,700 units, most of which we still own.

Listen and enjoy!

[00:01 - 04:11] Opening Segment

John shares his background and work
- How The Boys in the Boat book influenced his career and life
- Why people should read The Psychology of Money

[04:12 - 08:53] Making Investments Decisions that Bring you Peace of Mind

What you should keep in mind when making investment decisions
The importance of feeling comfortable with the investments you do
John discloses his investment philosophy
- Think about how investing is going to affect you daily

[08:54 - 10:11] Closing Segment

Want to connect with John? Follow him on LinkedIn. Go and visit Montlake Residential, and learn more about value-add apartment investments that deliver exceptional passive cash flow and long-term capital appreciation!

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

"An important part of investing is knowing that your life is going to change, your needs are going to change, and what's important to you is going to change.” - John Chelius

"Peace of mind and being comfortable with what you have become is more important and affects your investing decisions.” - John Chelius

The Psychology of Money: Timeless lessons on wealth, greed, and happiness

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Melanie is the founder of Freestyle Capital Group, a boutique private equity firm that partners with passive investors to invest in private equity real estate transactions across a variety of recession-resistant asset classes. Melanie offers a boutique experience to her investors and aims to have a personal relationship with each investor-friend.

Let’s dive in!

[00:01 - 03:20] Opening Segment

Melanie is back on the show to talk about networking!
However nerdy, your network is your net worth

[03:21 - 06:51] Leverage Your Investments by Networking

Know What You Can Get from Networking
Networking Do’s and Don’ts
The COVID-19 Digital World

[06:52 - 10:34] Networking beyond Work

Knowing people beyond social media and in the flesh
Branching out of real estate and growing your network
Melanie shares her encounter with a unique investor

[10:35 - 12:04] Closing Segment

Want to connect with Melanie? Visit Freestyle Capital Group. Send a message via melanie@freestylecapitalgroup.com, Instagram, Twitter, and Facebook. Subscribe to their Youtube channel.

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

“Networking is intentional relationship building.” - Melanie McDaniel

“I’m not just attending conferences for work. I’m there to build my portfolio, build my passive income, and bring my investors along with me with whatever knowledge I learn and the connections that I make.” - Melanie McDaniel

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Have you ever considered buying a storage facility to start making money? This could be a great opportunity to get closer to real estate and learn how to invest passively. In this week’s episode, we have an incredible guest, Stacy Rosseti, a real estate investing expert and coach who owns and operate REI USA and StorageNerds. REI USA is an online education and networking platform that is exactly the tool that she would have wanted when she was getting her start, something that aspiring and established investors can turn to, a means to cut your learning curve dramatically.

Together Stacy and Her husband Pete currently own and operate 11 storage facilities. Investing in self-storage is their passion and how they have decided to build wealth. It is the best-kept secret in the investing world and she doesn't know why more are not investing in it.

Let’s jump into what’s appealing about self-storage!

[00:01 - 08:45] Opening Segment

Stacy shares her background and work
- How she got into real estate in 2010
- Who is the person that inspired her to get into housing rehab
- Her decision to not do rehab in 2015
Why Stacy decided to do passive income

[08:46 - 18:23] Why You Should Buy Facilities in the Secondary and Tertiary Markets

Stacy’s experience with the first self-storage facility
How Stacy is making deals
- Focusing on secondary and tertiary markets
What you should consider when choosing a storage facility
The buyers that will be interested in facilities in tertiary markets once the rates are raised

[18:24 - 26:00] Finding Out Your First Storage Facility

Stacy shares the biggest barriers her students face when getting their first facility
Strategies to find lists and names of owners
- Build your own lists instead of paying for them
- Find the hidden market
How Stacy helps their students to expand their facilities

[26:01 - 27:36] Closing Segment

Want to connect with Stacy? Follow her on Facebook, Instagram, and Youtube. Head to Stacy Rossetti, and build a successful virtual business and passive income!

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

"If you don't have a lot of money to invest, there's nothing wrong with going into tertiary markets, and just getting your foot in the ground and getting started.” - Stacy Rossetti

"It's a numbers game. The more people that you're talking to, the more chance you're going to have to find a facility or somebody that wants to sell.” - Stacy Rossetti

"When you're right in front of the facility, you have more chance of getting it under contract.” - Stacy Rossetti

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Formerly an Aerospace Engineer, Ali Boone is an entrepreneur, real estate investor, author and real estate investing coach. After leaving her 9-to-5 to pursue ultimate freedom through entrepreneurship, her company Hipster Investments managed to facilitate over $18M in real estate transactions in its first five years of business. She was a long-time writer for BiggerPockets and has been featured in the Motley Fool, Fox Business, Business Insider, Investopedia, and US News. She recently authored NOT Your How-To Guide to Real Estate Investing: Life Lessons for Hacking Your Mind Before You Hack Your Wallet. Outside of real estate, Ali also teaches flying and can often be found snowboarding or volunteering in prisons. Her ultimate goal is to one day challenge Tim Ferriss to a lifestyle design duel.

Let’s dive in!

[00:01 - 09:20] Opening Segment

Ali’s journey to her ultimate freedom through entrepreneurship and real estate
- Ali as an engineer, pilot, entrepreneur, and real estate investor
- Out of Corporate and Seeing the Big Picture

[09:21 - 20:33] On the Extreme Side and Different from Everyone Else

Ali shares her 5-Year Experience in Corporate
Investing in real estate almost by accident
Having a Different Dream Job from Everyone Else
What makes investors relate to and differ from Ali

[20:34 - 35:05] How to Overcome Your Investing Anxiety

Ali shares her real estate specialty
- Your real estate journey will evolve over time
The Number One Reason Why People Have a Hard Time Starting their Investing Career
A Lifestyle Design Duel with Tim Ferriss
- The 4-Hour Workweek

[35:06 - 37:29] Closing Segment

Want to connect with Ali? Go to Hipster Investments and grab your FREE copy of NOT Your-How To Guide to Real Estate Investing.

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

“Real estate and coaching are big picture things.” - Ali Boone

“The number one thing that hinders people from beginning their investing career is being overwhelmed. And it's frustrating because they get all this information, they're super excited about it. But they can't leap over the overwhelm in order to get started.” - Ali Boone

“However you want to do real estate, there are options for doing that.” - Ali Boone

The 4-Hour Workweek: Escape 9-5, Live Anywhere, and Join the New Rich

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Sam is a retired US Air Force officer and combat veteran who founded Wild Mountain Capital in 2018 with his hero dad. Sam traveled globally with US Air Force Special Operations as an International Health Specialist and saw poverty and a lack of safe housing while leading complex rehab and development projects worldwide. This motivated Sam to start Wild Mountain to transform neglected, unsafe, and mismanaged assets not just into “affordable housing”, but into housing that is affordable.

The Wild Mountain team has 60+ years of commercial and residential real estate experience over 75+ projects individually. Since 2019, the team has syndicated 20 development /rehab properties, creating equity growth nearly twice the initial investment in less than two years. Projects include mobile home communities, apartment complexes, and self storage facilities.

Let’s dive in!

[00:01 - 10:49] Opening Segment

Sam shares his story and his passion for safe housing
- Sam wants to build a real estate firm that inspires investors
- They can help each other build safe spaces to live in
How his experiences around the globe led him to do his passion
- Not everything is about retirement
How his syndication business setting him up for global healthcare systems
- A growing team
- Sam shares about one of his projects

[10:50 - 20:22] How Sam gets to achieve his dream one step at a time

Affordable housing for challenging communities
- What the tenant bases are like in these places
- Sam and his team’s heart goes for the tenants
How Sam and his company deal with raising rent
- No margin, no mission
A bad representation of mobile home parks
- What is Sam’s experience with this market

[20:23 - 29:17] Difference with Impact Investing vs. Extracting Value in this space

Many people on social media take away value
The focus of impact investing
How they monitor the lives changed
What their property managers do
Sam’s life growing up

[29:18 - 34:20] Closing Segment

How investing in syndications can help change investor’s lives
Final words

Connect with Sam’s Facebook, Instagram, and LinkedIn. Shoot him an email at sam@wildmountaincapital.com

Check out their website: www.wildmountaincapital.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

"People are really affected by where they live. They are affected by the people that are around, the safety, their concern for safety, the kind of work they do and are able to do.” - Sam Sells

"Why can’t we have a great impact and have money doing it?” - Sam Sells

"Our goal is to change a million lives.” - Sam Sells

"Growing up in that regard has really made us flexible and we’re not afraid of these ugly value-added properties at all. We’re not afraid to work directly with those in that social economic class. We’re not afraid to visit and spend hours with someone who has never heard of syndication, real estate investing, or anything.” - Sam Sells

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Eric Nelson is the Founding Principal of Wild Oak Capital. He has been investing in real estate for over ten years. Eric and the Wild Oak team provide investment opportunities through multifamily syndication.

As a co-owner of a civil engineering firm, Eric's range of skills suits the field of syndication and real estate on both the technical level and client relations side. Eric is also the host of The Real Estate Mindset podcast, where he discusses with industry leaders what it takes to be a successful investor based on continuous personal and professional growth. Eric and his wife Marie have two young boys and love to spend time outdoors at their home in Southwest Colorado.

Let’s dive in!

[00:01 - 11:26] Opening Segment

How and why this Engineer became interested in Real Estate
- Eric and his brother did househacking in college
Why Eric didn’t buy into the 401K and stock market in general
Eric shares what happened to their very first deals
- Teaming up with others is tough but meaningful
- Try out what works best for you
- Jump and take the leap

[11:27 - 19:51] Real Estate is infinitely better

Eric’s Engineer background
- Most Engineers depend on 401K retirement
- Eric has a best option for early retirement
- Be more conservative!
What resonates most with people
- Having a safety nest
- A personal connection

[19:52 - 26:21] Eric’s syndication business

Where they do like to invest
An awesome manager and a solid team
What type of properties they look at
Eric’s big why for doing real estate
- Two things Eric loves the most about in this life

[26:22 - 28:03] Closing Segment

Final words

Connect to Eric:

Call or text him at 970-946-5147

Visit his website at www.wildoakcapital.com and shoot him an email at eric@wildoakcapital.com

Listen, follow, and subscribe to his podcast The Real Estate Mindset

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

"Syndication, for me, is the best way to spend my time because it is giving an opportunity to our investors to be in this world. Super passive, and I put all kinds of my skills to use.” - Eric Nelson

"You are a steward of other people’s money. You really need to know what you are doing.” - Eric Nelson

"Investing money into syndications needs to be extra money above your emergency fund first.” - Eric Nelson

"We’re just buying time instead of trading time for money. That’s my long term why” - Eric Nelson

View Details

Full-time real estate investor, syndicator, and land developer based in Austin, TX. General Partner in 1,100 doors; Limited Partner in 11,000+ doors across nine states. Principal in ground-up development projects spanning 65 acres in the greater Austin area. Acute business expertise developed over a 30+year career in high tech as business owner, entrepreneur, executive, program manager, and engineer. Father of four phenomenal young adults and husband to a fantastic supportive wife.

Let’s dive in!

[00:01 - 10:58] Opening Segment

Counting on the power of appreciation
- Joel thought Real Estate was not for him
- A low cost of living achieved through moving
An awesome discovery: I can cash flow!
What his deals looked like early on

[10:59 - 20:20] Listening is learning

What made Joel decide that he could now operate on his own
- An unusual tactic
- Other things on the repertoire
From tech to Real Estate
- A 180 degree turn
- Factors Joel considered when he focused to syndications
In real estate, I know I can bring value

[20:21 - 31:49] From syndications to real estate development

A different timeline for turnaround
- Different nature of work and environment
Solving housing problems one step at a time
Measuring the risks
Contingency planning on budgeting

[31:50 - 33:58] Closing Segment

Final words

Connect to Joel:

Follow his LinkedIn and checkout his website at https://www.lakelineproperties.com

Shoot him an e-mail at joel@lakelineproperties.com

Visit this Lakeline page especially for free value-add: https://lakelineproperties.com/educational-resources

Here you can find list of books & podcasts curated for new investors & syndicators.

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

"This is not rocket science; those things are not hard to learn. You just have to be there and do it.” - Joel Fine

"It’s more fun doing Real Estate. Tech has become kind of stressful and kind of a chore for me. Money is good, but I wasn’t enjoying the day to day and the more I got into Real Estate, the more I was enjoying it, not only for the day to day tasks but also for the people that I was developing relationships with.” - Joel Fine

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David’s inspiration and zest for life have been shaped by a lifetime of international adventures. With a current tally of more than 75 countries on six different continents, his quest for extreme travel has included hitchhiking from Nairobi to Cape Town, Africa and climbing the infamous peaks of the Nepalese Himalayas. He was even one of the privileged to partake in tearing down the Berlin Wall.

David is the founder and president of Rosell Wealth Management, an entrepreneurial firm located in Bend, OR. For over 20 years he has specialized in working with affluent individuals and families who are at or near retirement to help them live the life they have always imagined. His company was a select finalist for the management of the $500,000,000 Oregon 529 College Fund.

As a recipient of the Retirement Distribution Certificate from the University of Pennsylvania’s Wharton School of Business, David excels in making complicated financial planning topics easy to understand. An accomplished speaker, he has addressed international audiences numbering in the thousands, including the Million Dollar Roundtable® and Vistage Worldwide.

He has been featured on CNN Money, US News & World Report, Chicago Tribune, NBC News, NY Daily News, FOX Business, MSN Money, Yahoo Finance and NPR.

Let’s dive in!

[00:01 - 10:53] Opening Segment

David has traveled the whole (almost) world
David’s grandma was waaay ahead of her time!
- She taught him his foundation with
- Compound interest is REALLY powerful

[10:54 - 18:16] David’s Aha! moment

From seal coating to wealth management
The way back down concept explained
- The greatest mountaineer
What could go wrong in the descent
- Coping with inflation

[18:17 - 25:28] What to do differently in the distribution phase

Be financially self-actualized
On social insecurity
- David’s tips for our generation
- Our lives 20 years from now
Diversification: venture into alternative assets

[25:29 - 35:46] Closing Segment

How is David an effective independent financial advisor
- Companies could care less about their employees
A Generational impact
Final words

Connect to David:

Shoot him an email at david@rosellwealthmanagement.com visit his website at www.RosellWealthManagement.com

Listen and subscribe to David’s podcast: Recession Proof Your Retirement

David is the author of 2 entertaining books that meld his passions of adventure and finance:

Failure Is NOT an Option - Creating Certainty in the Uncertainty of Retirement; and
Keep Climbing - A Millennial’s Guide to Financial Planning.

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

"If you’d be telling me that in 10 years, I’d be seal coating driveways and traveling, spending a month in 6 different countries every year, I would not believe you.” - David Rosell

"If it is to be, it’s up to me.” - David Rosell

"I realized that it’s the descent, the distribution phase that also takes on the most amount of rest and needs the most amount of planning.” - David Rosell

Failure is NOT an Option: Creating Certainty in the Uncertainty of Retirement

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William grew up on a farm in northern Virginia, and found that he became very bored with the constraints of the public education system very early on in his life. Searching for inspiration, he spent his free time fascinated by the creative freedom and infinite exploration of other realities that video games offered. In 2016, at 16 years old he attended a seminar and learned about real estate investing. He saw real estate as not only an access to financial freedom very early on, but also a way to build a bridge between the world in his head and the world beneath his feet. Armed with $30 to his name, a deep understanding of real estate built over a thousand hours of research, and a hunger to carve his own path, he dropped out of school from the College of William and Mary in 2018 and built a million dollar real estate investment business from scratch.

Within a year he had done over 100 deals and made over a million dollars. Seeking his next challenge and a desire to make a positive impact on the world, he moved across the country to Los Angeles and founded an artificial intelligence startup named Titan X which is committed to building the world’s smoothest customer experiences through context-based natural language understanding technology. He plans to transform modern customer service in every industry through the use of smooth and intuitive AI while laying the foundation for a future where human-computer communication is seamless and drastically lowers the learning curve for people across the world who will need reskilling due to humanity’s transition into the Artificial Intelligence Age. In his free time William loves to hang with friends, spend time in nature and learn unique skills like the dragon staff.

Let’s dive in!

[00:01 - 09:53] Opening Segment

A skeptical 16-year old on a Real Estate conference
- A legitimate Real Estate community exists
- William was inspired by other inspiring people
What brought William’s mom to mindset seminars
- A planted seed grows and germinates
What’s with William’s dissatisfaction with the Education system

[09:54 - 18:25] A Frustrated High Schooler

What schools vs. real estate promises are
- You can create new value through Real Estate
A walkthrough of William’s first deal
- Yes and no to cold calling
- Where the real work begins
A crazy first deal

[18:26 - 27:05] A college drop-out successful business

Not all partners are good partners
What if that wasn’t human?
- Time and energy efficient technology
What the AI technology is like described by William
William’s future plans

[27:06 - 29:08] Closing Segment

Final words

Connect to William:

Visit their website www.titanx.ai

Follow him on instagram: will.jbrown and linkedin: https://www.linkedin.com/in/-william-brown/

Shoot him an email william@titanx.ai

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

"I put aside video games and I simply just got success with learning everything I could about how Real Estate works and how Real Estate investors think, and all about that space.” - William Brown

"This isn’t my first life. It probably comes from the idea of playing a lot of video games where you just fail, die, and you just respawn. Like when you learn a little bit and you do it better.” - William Brown

"I highly recommend cold calling at the very beginning to be able to strengthen the muscles and your nose and your jaw from getting punched with rejection time and time again. But after that, I do not recommend cold calling because it’s a terrible use of time.” - William Brown

View Details

Welcome to another episode on the show. Today’s guest is Aaron Kelsoe. He has tons of stories to tell us since he grew up in a family that does Real Estate. Aaron will also bestow us with experiences from his profession as a Multifamily Insurance Broker. Here’s a few things about him:

He is a broker and consultant for commercial real estate insurance. He helps investors through all phases of a deal from helping them underwrite insurance costs through closing. Aaron is well versed in working with a variety of lenders and their insurance requirements, which has helped him anticipate any potential issues before they arise and ensure a smooth closing process.

What an interesting feat. Let’s dive in!

[00:01 - 07:25] Opening Segment

Aaron grew up in a family that does Real Estate
- A great exposure to the space growing up
How he came to the insurance space

[07:26 - 20:56] Insurance matters

Why are insurance problems usual in Texas
- The problems they encounter all-year-round
How people are affected by companies that are not ‘reachable’
- Moving clients from a company to another
- Challenges met with transferring
The matters that affect insurance costs
What Aaron can do for owners who face insurance issues

[20:57 - 25:32] What to do when in search of an insurance company

Exclusions to be aware of
- Illegal actions are a no no
- Aaron shares some examples of cases
Aaron makes sure that his clients are protected
Underinsured cases do happen

[25:33 - 27:42] Closing Segment

Final words

Connect with Aaron through LinkedIn, Facebook, and shoot him an email at Aaronkelsoe@rameyking.com

Reach him through call or text by 940-395-6606

Visit their website at https://rameyking.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

"Always ask about the seller if the seller has had any clients.” - Aaron Kelsoe

"One of the things that can affect the insurance costs is the age of the company.” - Aaron Kelsoe

"No matter what, no matter how nice the property is, no matter where it’s located, if it’s in their forms, it is excluded.” - Aaron Kelsoe

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Drew White is a former pediatric oncology nurse turned Modern Wealth Consultant for real estate investors, business owners, and athletes. He teaches people how to become their own bankers and strongly believes that everyone should fire their banker because all the other ones suck. When Drew White graduated from nursing school with $150,000+ of student loan debt, he realized he would be paying 50% of his earnings (for a very long time) to pay off his loans. That was the first time he understood the true impact of the debt he had created.

This experience gave Drew a hunger to understand money better. He was unwilling to accept this debt as his lot in life. In his late 20s, he created wealth-building side businesses for his family to take control of their future. Over the past 7 years, he has been active as a day-trader, entrepreneur, and real estate investor. His knowledge and experience in these sectors led Drew to realize there is a better way to maximize money than most people are aware of. As a Modern Wealth Consultant, he is passionate about showing real estate investors and other entrepreneurs how to take control of their money.

Let’s dive in!

[00:01 - 10:29] Opening Segment

Drew was in debt because of his student loans
- He has to deduct a huge amount from his salary as a nurse
- How Drew found out about Real Estate
When scarcity mindset happened to Drew
- He also experienced shiny objects syndrome
Starting out with investing
- Drew was better with a coach than left solo

[10:30 - 20:28] Drew went back to zero

What was bad about being a Nurse for Drew
- Her daughter’s sulking saddened him
- How did Drew’s colleague’s lived through their university debt
The Dave Ramsey approach
- The philosophy of the approach
- Did it work for Drew?
Developing an investor mindset isn’t a norm
Day trading vs. Real Estate

[20:29 - 27:33] Drew’s Passion: Infinite banking for everyone

What’s all about it?
- Educating investors, business owners, and athletes
- Infinite banking and real estate
The ideal avatars for Infinite Banking
Drew’s transformation
- Abundance mindset from scarcity mindset
- How he learned it
- What if you slip?

[27:34 - 29:13] Closing Segment

Final words

Follow him on LinkedIn and check out his website www.ibcdrew.com

Shoot him an email at drewwhite@createtailwind.com

Want some affirmation art? Visit the business of Drew's wife: https://ruju.shop/

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

"My debt was the start of my whole financial journey because it made me hungry to learn more and be like, ‘this isn’t gonna be my life forever.’” - Drew White

"I’m working really hard for my money but my money is not working hard for me.” - Drew White

"One of the reasons why I work with Real Estate investors and business owners is they tend to think more long-term and they are not so focused on instant gratification. This system [infinite banking] reaches its rewards overtime, just like Real Estate.” - Drew White

Resource Mentioned:

Becoming Your Own Banker - Nelson Nash

Becoming Your Own Banker: Unlock the Infinite Banking Concept

View Details

Today’s amazing guest is Anthony Chara. He will be sharing his experience in the Real Estate space after more than 20 years. Here’s a few things about Anthony:

He started investing in RE in 1993 in Single Family Homes and made the jump to Multi Family in 2004. He has owned over 2000 units since then. He actively has around 320 units now. He has been teaching others how to invest in apartments since 2006.

Let’s dive in!

[00:01 - 10:20] Opening Segment

When Anthony and his wife started in Real Estate
- How they overcame the barriers
- Their eyes were opened in 1991
Where did Anthony buy single family houses
- how Anthony and his wife handled these properties
The switch to Multi Family
- Anthony and his partner George taught others how to do it
- Anthony’s area of expertise in teaching

[10:21 - 21:16] Analyzing Deals 101

Where you can start with
- Be educated: know all you should know
- Are you aware of the insurance policies?
How to solve loan problems
- Guidelines that people don’t usually follow
- Non-recourse loans could become recourse loans

[21:17 - 34:33] Let’s talk about liabilities

The striking difference when you are actively and passively investing
- For limited partners
A reasonable compensation for those who sign up for loans
What was the great recession like for Anthony
- Painful learnings from the mistakes they encountered
- What Anthony will be doing differently
- His tips for you to do better

[34:34 - 36:13] Closing Segment

Final words

Call or text him at 303-745-5525

Shoot him an email at anthony@successclasses.com and check out his website, www.SuccessClasses.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

"Why are we listening to people who have never done it? Why not go and learn from people who have done it.” - Anthony Chara

"You want to make sure that you have enough resources, so if something goes sideways, and occasionally will, then you’re not all of a sudden filing bankruptcy or going into foreclosure on somebody’s properties.” - Anthony Chara

"You need to be educated. You need to understand the difference between investing in Single Family Homes and investing in Apartment Complexes. Keep in mind that an Apartment complex is multi family, but not all multi families are apartment complexes.” - Anthony Chara

Resource Mentioned:

Wealth Without Risk - Charles Givens

View Details

Today’s amazing guest is Mark Podolsky (a.k.a. The Land Geek). He has been buying and selling raw land full time since 2001. He completed over 5,500 land deals and his company, Frontier Equity Properties, has an A+ rating with the Better Business Bureau. He is the author of Dirt Rich, the ultimate guide to helping you build a passive income model in raw land investing.

Mark’s passion for investing in land, for creating wealth efficiently, and for helping other people develop their inner geeky entrepreneur has lead him to do two things he has never expected to do in his life:

First – He hosts a podcast. If you haven’t heard of his podcast before, you might want to join in on all of the FREE and FUN geeky tips, tricks, shortcuts, and wisdom he shares with all of the great fans by tuning in to The Land Geek.

Second – is that Mark loves being a teacher, coach, and mentor to a growing community of people who are truly wonderful. To be surrounded by smart people of quality character who are driven to succeed is incredible, and he feels humbled and honored to be their guide.

Let’s dive in!

[00:01 - 05:42] Opening Segment

Mark was a miserable worker
- His wife did not agree with his desire at first
How things changed in buying land since 2001
- Unbelievable breakthroughs through technology

[05:43 - 14:33] The absolute time savers and money growers for Mark

How Mark makes Automation Delegation work for his business
- A tactic they do for flexibility
- Mark’s amazing philosophy
Mark solved his problem through his own softwares
How to purchase a land for an affordable price
- A built-in best buyers
Automated marketing

[14:34 - 18:46] A 2 decade worry-free journey

What kept Mark interested in this game for so long
- Mark saw the headaches involved with other businesses
Mark teaches people how to do what he does
Thoughts for when Mark looks at some other shiny things

[18:47 - 25:24] Closing Segment

What people should learn about land investing
Things Mark learned along the way when he taught others
Final words

Shoot him an email at mark@thelandgeek.com and check out his website: www.thelandgeek.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

"It’s the best time ever, not just in the land business but I think just as an entrepreneur. We have access to global talent that I didn’t have when I first started. We have access to incredible technology that’s just keeping less and less expensive that I didn’t get when I started. And, access to information. I got better deals I didn’t have than when I started.” - Mark Podolsky

"We always make more money but we can’t get more time, so I’ll invest in anything that saves me time.” - Mark Podolsky

"It’s an asset that lasts forever.” - Mark Podolsky

"For me, watching people that have the grit to stay with the model and watch them see how the needle moves in their lives through this model is incredibly gratifying.” - Mark Podolsky

Dirt Rich: How One Ambitiously Lazy Geek Created Passive Income in Real Estate Without Renters, Renovations, and Rehabs

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Dylan is the principal of The Requity Group, a vertically integrated real estate private equity company. He has been investing full time for the last 4 years and has been the lead sponsor of $90m in transactions, including over 750 multifamily apartments and 700 lots of manufactured housing and RV’s. Dylan is a firm believer that through careful deal selection, attracting exceptional people, and utilizing technology-backed systems you can ensure above-average risk-adjusted returns through real estate.

Dylan grew up in upstate New York to a middle class family with early dreams of working on Wall Street. After 3 years in the corporate world, Dylan made the commitment to build an organization focused on serving investors through acquiring actively managed real estate assets throughout the SouthEast. Dylan holds his CCIM designation, he’s been featured on dozens of podcasts, and he currently resides in Tampa, Florida where he also runs a monthly meet-up event educating commercial real estate investors.

Let’s dive in!

[00:01 - 11:26] Opening Segment

The biggest moment that changed Dylan’s perspective
- His dream he got tired of
- A leap of faith
There’s not a fine blueprint we all follow

[11:27 - 18:04] There is stability in Real Estate than any other business

A laser focus mindset
- What hockey had to do about this
How Passive investors can benefit from syndications
- Real Estate gives you stability
- A pick and choose strategy

[18:05 - 25:27] Dylan’s current deal

RV CampGround deal
- A tough space to evaluate
- High-yield potential
- High consumer demand
- People of all ages LOVE it

[25:28 - 31:32] Closing Segment

Online marketing is an upside
Final words

Follow Dylan on LinkedIn and shoot him an email at dylan@therequitygroup.com

Check out their website: www.therequitygroup.com

Listen to his podcast Operators and Allocators Podcast on Spotify, Libsyn, Blubrry, and other podcasting platforms.

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

"There’s no blueprint for getting into this space.” - Dylan Marma

"Depending on what you’re investing into, there’s not many businesses that you can invest into that you really expect to be here in 40 years from now. Everything in this economy is constantly changing.” - Dylan Marma

"RV campground is a space where you can see 15% plus cash on cash if you’re a good operator and I don’t know where else you’re going to go if you want that kind of return.” - Dylan Marma

Resource Mentioned:

Choose Yourself! - James Altucher

View Details

As the host of the Multifamily Investing Made Simple podcast and author of Passive Investing Made Simple, Anthony firmly believes investing shouldn't be complicated, scary, or overwhelming.

Let’s dive into his story!

[00:01 - 08:12] Opening Segment

Anthony’s first taste of Real Estate realities
- Hating real estate at first
Who owns all these tall buildings?
- Anthony’s introduction to multifamily
Anthony is a rock climbing professional!
- They own a manufacturing company
- Where real estate and rock climbing collide

[08:13 - 16:05] Anthony’s current business

Invictus Capital
- Their goal is to bring more passive investors into deals
Anthony’s podcasts and book
- Why he chose the title
- The message he wants to communicate
- His other podcast talks about the psychology of success

[16:06 - 24:10] How Anthony lives with ADHD

Coping with ADHD
- Structures Anthony did to get traction
- Priority is called priority for a reason
MIGs and WIGs

[24:11 - 00:00] Closing Segment

Connect with Anthony:

Shoot Anthony an email at antvicino@gmail.com

Follow and subscribe to Anthony’s Instagram, LinkedIn, YouTube, and check out his website

Stay updated with his company by going to www.invictusmultifamily.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

"The only thing I learned from my construction experience was that I can swing a hammer, but I can’t hit a nail.” - Anthony Vicino

"I never stopped wondering who owns all these buildings. I just assumed that all the rich people or organizations and entities owned them. I found the answer through multifamily and discovered that most of these apartments aren’t owned by rich people. They are owned by mom and pop people, not too different from us.” - Anthony Vicino

"What we find so amazing about multifamily real estate in general is that it’s not complicated. It might feel like it at first, but once you get down to it, there’s only a few things that matter.” - Anthony Vicino

Passive Investing Made Simple: How to Create Wealth and Passive Income Through Apartment Syndications

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Known as a syndication financing specialist, Terry loves working on real estate deals and has personally closed hundreds of commercial real estate loans representing just about every type of commercial property. He has been a top producer for Lasalle Bank and Lehman Brothers and is known for his real estate investment consultations. For 18 years Terry has spoken nationally to commercial real estate investor groups, real estate brokers, and banks about commercial real estate Investing and lending. Terry is a member of the Oregon Bankers Association, The Mortgage Bankers Association, and Forbes Real Estate Council.

Let’s dive into his story!

[00:01 - 07:33] Opening Segment

Terry got bored in teaching and pursued food business
- He later on didn’t give up on learning commercial Real Estate
- He loves teaching others about real estate
Some things about the book Terry wrote

[07:44 - 13:19] When people forget about recession

Characteristics of recession that is observable today
- Scarcity and skyrocketing of prices
What commercial real estate looks like
Terry’s recommendations to investors

[13:20 - 25:00] What to expect about returns and how to deal with them

Sponsor to syndicator relations
Terry shares a story
What he recommends for investors

[25:01 - 27:37] Closing Segment

Grab a copy of his book www.theEncyclopediaOfCommercialRealEstateAdvice.com
Connect with Terry by email: terry@apartmentloanstore.com and subscribe to his YouTube channel

Check out his websites: www.apartmentloanstore.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

"Commercial Real Estate is like an elevator. It goes up and down and it hits the top floor.” - Terry Painter

"If you are an investor and going to do a syndication today, it’s best to go with an experienced sponsor who could show you their track record.” - Terry Painter

"Sponsors have a tendency to overpromise and underdeliver.” - Terry Painter

"You have to realize that this is a business.” - Terry Painter

View Details

Anthony is a graduate of the U.S. Naval Academy and is currently an active duty submarine officer. He owns and manages multifamily assets totaling over 300 units with $30M AUM and also hosts The Lessons in Real Estate Show podcast. Anthony’s experience includes SFR, STR, small MF, apartment complexes, note lending, and real estate investment funds.

Let’s dive into his story!

[00:01 - 06:21] Opening Segment

Anthony’s desire to build his future in a more realistic manner
How Real Estate spoke so much to Anthony
- Why is it better to gain control with his finances

[06:22 - 14:27] A broad overview of the many asset classes met by Anthony

Takeaways of someone who tried different RE asset classes
- The things Anthony enjoys
- Lessons learned
What Anthony’s experiences have led him
- Finding better opportunities in a good asset class
- Retail is a good asset
- The blue and red ocean of real estate

[14:28 - 26:18] The commercial retail space

Anthony’s vision for a huge deal
- The opportunities at hand
- The smaller tenants Anthony is looking for
Is the retail asset class peaceful and stress-free?
- Lesser risk and better sleep!
Is the retail asset class peaceful and stress-free?

[26:19 - 31:50] Closing Segment

Limiting beliefs of some investors in long distance investing
- Anthony’s words of wisdom
- Partnerships you can trust
Connect with Anthony:

Shoot him an email at anthony@guidepostinvestmentgroup.com

Connect and subscribe to his LinkedIn, YouTube, and listen to his podcast on several platforms: The Lessons in Real Estate Show

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

"Real Estate offers an opportunity to more directly control the asset itself. It really is a real asset. It’s not something that is a piece of paper or something that is ultimately contumble.” - Anthony Pinto

"The pandemic actually did wonders to multifamily, because now you have an increase to mend and limited supply.” - Anthony Pinto

"Just because it’s good today, doesn’t mean it's going to be good a month from now.” - Anthony Pinto

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John Casmon is a real estate entrepreneur, who has partnered with busy professionals to invest in over $100 million worth of apartments. John also consults active multifamily investors to help them start or grow their business. He hosts the Multifamily Insights podcast (formerly Target Market Insights) and is the co-creator of the Midwest Real Estate Networking Summit.

Prior to becoming a full-time investor, John worked in corporate America, overseeing marketing campaigns for General Motors, Nike and Coors Light.

Let’s dive into his story!

[00:01 - 07:50] Opening Segment

John seeks control over his time and finances
- He doesn’t want to be totally dependent on his W2
- What John currently does
What happened when John didn’t have control over his time
- Not being able to attend his son’s birthday party

[07:51 - 15:14] If John could bring back time

What John could have done to do better
- What is the legacy you’re building?
- Build an equity you can pass along
Generational wealth defined
- Why it really matters
- Give the next generation a leg up

[15:15 - 20:50] How to pass down material wealth and a healthy financial mindset

How do you define success?
- John wanted to be there for his children
- You need to define success for yourself
Make time to educate your children about investment
- We are our childhood

[20:51 - 25:29] Closing Segment

John’s current Real Estate deals
Connect with John:

Shoot him an email: john@casmoncapital.com

Check out his LinkedIn, Twitter, and Instagram

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

"Maybe you got a great job that you love, maybe you’re getting a good income, but again, you don’t want to solely be dependent on that.” - John Casmon

"The difference for entrepreneurs is the plan or the hope is when you get to retirement, you can have equity that you can hand over to your family.” - John Casmon

"Make sure you understand what you’re going to show for the time you put in, especially if you’re prioritizing your career.” - John Casmon

"We all wanna see the next generation do better than we are doing.” - John Casmon

View Details

Lee was practicing as a physical therapist when he realized his true passion was building his own business and investing in real estate. He has taken this passion and considerable action to quickly build a portfolio with several small apartment buildings. Lee is the founder and visionary behind Threefold Real Estate Investing, and he’s committed to forging a path that will generate incredible wealth and opportunity for all involved.

His focus is driving the business forward by forging new relationships with top-notch professionals in the real estate world and bringing on more partners to invest alongside Threefold. Lee also hosts an exciting new podcast, Threefold Real Estate Investing, which focuses on multifamily real estate investing while also focusing on pursuing better relationships with family and a better walk with Christ.

Let’s dive into his story!

[00:01 - 09:35] Opening Segment

Why Lee decided to transition to Real Estate
- Looking for a balanced lifestyle to be with family
- Can’t do a fulfilling work
What Lee saw fulfilling about Real Estate
- Lee’s life after his first flip

[09:36 - 19:58] A newbie’s real estate journey

Networking and relationship building
Getting started is the hardest part
- How Lee did during the start of his new business
- Lee’s business plan execution
The decision to end the healthcare job
- There’s no one-size-fits-all in Real Estate

[19:59 - 26:15] Lee’s love for Dayton market

Deals that Lee is currently looking for
What Lee loves about the Dayton market
- Difference about Cincinnati and Dayton
Lee’s goal when going for a deal

[26:16 - 29:15] Closing Segment

Educate yourself and build your network
Connect with Lee:

Shoot him an email at info@threefoldrei.com

Check out their website www.threefoldrei.com and get a copy of an E-book for FREE!

Follow him on his socials: Facebook, and LinkedIn

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

"When I saw Real Estate, I thought this could be the best of both worlds, where I can build something and become an investor of my property, enjoy this work, and also have that flexibility and time freedom, to be a good Christian, father, and a husband.” - Lee Yoder

"I didn’t enjoy being a landlord, but I did enjoy seeing that what our residents paid us each month was more than all of our expenses.” - Lee Yoder

"I want a property that if our strategy doesn’t work, even if rents come down, the property will still cashflow.” - Lee Yoder

Resource Mentioned:

The 16% Solution - J.D. Joel S. Moskowitz

The 16 % Solution, Revised Edition: How to Get High Interest Rates in a Low-Interest World with Tax Lien Certificates

View Details

Gita Faust is the owner of FastTracConsulting, a QuickBooks Solution Provider located in Greater Philadelphia, PA. She has earned the recognition of being included in the Top 10 and Top 100 QuickBooks ProAdvisors for multiple years. She is a frequent author at NREIA and a speaker for Intuit for a few years. Gita is an Advanced QuickBooks Certified, Advanced QuickBooks Online Certified, Enterprise and Point of Sale Certified.

Gita is the author of 10 courses for agents, brokers, investors, lenders, property management, syndication and counting on QuickBooks Desktop and Online. In addition to working with QuickBooks users and advisors, Gita provides consulting services to accounting firms and other businesses – helping enable success through technology.

Let’s dive into her story!

[00:01 - 09:39] Opening Segment

An accident brought Gita to the Real Estate
- Why Gita focuses on Real Estate investors
Gaps in the bookkeeping practices of Gita’s clients
- There is so much money sitting unaccounted for
- What Gita’s clients does before they come to her

[09:40 - 15:46] This is why the bookkeeping business matters

Why it is important to put it all together
Overhead expenses
- Helps you get an overview
- Let’s you have an aligned goals more fit to your need
For when people have a bookkeeper
- What do they do and do not do
- Your bookkeeper should understand your industry

[15:47 - 22:38] Choosing the right people matters

What is a Fractional CFO and why is it beneficial
- Looks into the whole picture of your business
The compensation
What they do for your business
How automation helps your business
- Documentation helps a lot!
- Hire the right people for your business

[22:39 - 25:05] Closing Segment

Connect with Gita:

You may reach Gita at Gita@FastTracConsulting.com

Connect to her socials: LinkedIn, Facebook, and YouTube

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

"I loved the industry because each and every transaction is unique.” - Gita Faust

"Nobody talks about overhead expenses. You have to split it between those properties to really know what your cash flow is. You don’t know your cash flow until you split your overhead expense of the properties you own.” - Gita Faust

"It’s not what they are missing, it’s what they don’t know. It’s not about the bookkeeper, it’s about the investor.” - Gita Faust

View Details

Steve Olson has been in the real estate game since 2002. He completed his first real estate deal while still in college and decided to pursue investing as a full-time career at that point. Throughout the ups and downs of the market since the early 2000’s, Steve has completed a wide range of real estate transactions including the sale of raw land, bulk foreclosure packages, single family flips, and single family/small multifamily rentals.

Steve is currently the Director of Sales for the Fourplex Investment Group (FIG), which develops fourplex projects in the Salt Lake City, Houston, Phoenix, and Boise metropolitan areas. These projects typically range between 200 and 350 units and are built as townhomes, but are platted as fourplexes, or sometimes larger 20–30 unit buildings.

Let’s dive into his story!

[00:01 - 09:09] Opening Segment

How and why did Steve joined Real Estate in college
- Dodging the bullet - what do you need if you can do Real Estate
What happened after Steve’s $17,000 (million) deal
- Our most valuable asset is time

[09:10 - 17:39] Multifamily Real Estate development

Why Steve ended up focusing in developments
- Creating something out of nothing
- An unending quest to learn how to do things better
Steve’s current development projects
- FIG is 5 companies in 1 roof
- Fourplex is a beautiful investment
Secret sauce with fourplexes

[17:40 - 27:27] Wise words from a veteran

Steve’s ideal investor avatar
Living before the 2008 recession
- Longevity matters
- Focus on downside protection!
- Prepare for the worst ahead of time
Why Steve chose these markets
Market fundamentals

[27:28 - 29:06] Closing Segment

Connect with Steve:

Go to their website www.fig.us and follow and subscribe to their social media: LinkedIn, Twitter, and Facebook

Shoot Steve an email solson@fig.us

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

"Real Estate is a knife that cuts both ways. The longer I’m in it, the longer I’m better at staying on the right side of the way that it cuts.” - Steve Olson

"A lot of people get into Real Estate because they see money, and I’m not an exception to that. But later on you realize, ‘I need to feel some fulfillment.’” - Steve Olson

"Nothing is recession proof, only recession resistant.” - Steve Olson

"When you create your deal the right way ahead of time, if the market is down, you already know what to do, and you’re not going anywhere.” - Steve Olson

View Details

Jack is an avid reader, mathlete, and soccer fan. He recently attained his Fellowship of the Society of Actuaries, is an author, and is a cohost on The Brothers on Books Podcast. He's passionate about real estate and currently resides in Charlotte, NC.

Let’s dive into his story!

[00:01 - 07:34] Opening Segment

Jack’s experience with losing his job
- Reading brought Jack into Real Estate
- Deciding to house hack
House hacking 101 with Jack
- Figure out the strategy that fits you

[07:35 - 12:49] Consistent goals reaches results

Fire to Fire’s story
- A personal financial journey turned company
- Things that Jack learned in his journey
Jack’s goal journal
- Doing marathon while studying for an exam
- Consistency in goal setting mentality

[12:50 - 20:37] Goal Setting is for the weak, and that’s okay!

An obvious imbalance
Jack’s advice for goal setting
- Focus on what you can control
- The process Jack does
Jack’s content creation journey
- Why he focused

[20:38 - 23:23] Closing Segment

One book Jack and his brother discussed
Connect with Jacob:

Email him at jackallweil@gmail.com and follow his LinkedIn

Check out Jack and his brother's podcasts:

https://fired-to-fire.com/

https://brothersonbooks.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

"When you see progress, I think you become a happier person.” - Jacob Allweil

"I still do those goal journals, but now my goals are, I want to call two property managers to discuss these areas today. That’s actually how I got my first deal.” - Jacob Allweil

"In poker, it’s very important to separate your actions or your decisions with what actually happens. You want to avoid just focusing on the result.” - Jacob Allweil

Resource Mentioned:

Thinking in Bets - Annie Duke
Early Retirement Extreme - Jacob Lund Fisker
The Book of Numbers: Analyzing the ROI on the Pursuit of Women - Aaron Clarey

Thinking in Bets: Making Smarter Decisions When You Don't Have All the Facts

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Chris Miles, the "ANTI-Financial Advisor", is a leading cash flow expert, and helps entrepreneurs and professionals create cash flow and passive income NOW. He's a podcast host of The Chris Miles Money Show, has been featured in US News, CNN Money, Bigger Pockets, and has a proven track record with his company, Money Ripples, getting them fast results. In fact, over the last 11 years, his clients have increased their cash flow by over $250M!

Let’s dive into his story!

[00:01 - 10:56] Opening Segment

Chris was the “financial advisor”
- None of his client’s and even advisors were financially free
What happened in 2007
- The lessons Chris learned during this time
- What Chris decided to do differently

[10:57 - 18:58] Building a passive income post-recession

Describing Chris’ philosophy behind building passive income
Downside protection is a must!
Why every investor needs passive income
- 2020 was a warning year for all of us
- You must be able to say you work because you want to

[18:59 - 29:47] Infinite Banking for Beginners

How Chris gets his money to gain twice
- You can be a bank too!
What is it that people are doing wrong
Chris’ recommendations for “conservatives”

[29:48 - 34:54] Closing Segment

Chris explains compensation for financial advisors
Connect with Chris

Check out their website www.moneyripples.com

Find him on Facebook, Instagram, LinkedIn, and TikTok by searching @Moneyripples

Listen to his podcast: The Chris Miles Money Show

Shoot him an email at chris@moneyripples.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

"I like control. If anything, I’m in hyper control after the recession. - Chris Miles

"The more boring an investment, the sexier it is to me.” - Chris Miles

"You cannot ever guarantee that your mainstream income or your job is going to be there tomorrow.. We already know that nobody’s job is safe. I don’t care if you’re an entrepreneur or not. You can be shut down by the government tomorrow if they choose.” - Chris Miles

Resource Mentioned:

Who Took My Money?

Rich Dad's Who Took My Money?: Why Slow Investors Lose and Fast Money Wins! (Rich Dad's (Paperback))

View Details

Gary is the host of the Real Estate Asset Management Podcast, where he speaks with various experts in the real estate industry to help educate asset managers. Gary also is the best-selling author of Best In Class, and founder of the Asset Management Summit.

Let’s dive into his story!

[00:01 - 06:52] Opening Segment

Gary always had an entrepreneurial bug
The outer-ed company that Gary runs
- Taking kids to outdoor adventures
- Teaching incredible life skills to youngsters
What was about Real Estate that was compelling to Gary
- Good community, great value to clients
- A sustainability in the space

[06:53 - 13:25] Gary’s Real Estate career

Focus on a specific space
Going bigger and better is easier
How to do asset management well
- Track everything
KPI’s that Gary likes to track
- Break everything down

[13:26 - 20:42] Focus is the key!

Tracking occupancy
- Taking a deeper look by asking questions
How Gary draws in focus
- Leading a team to get things done
Must-have characteristics of an Operator
Gary’s thoughts on being vertically integrated

[20:43 - 24:45] Closing Segment

Why focus on multifamily real estate?
Problems you can avoid by being a good asset manager
Connect with Gary:

Check out their website and www.breakofdaycapital.com and grab their FREE Passive Investors guide! Book a call with Gary on the link provided there.

Follow Gary on LinkedIn and follow Break of Day Capital on Instagram

Subscribe to Break of Day Capital’s YouTube Channel

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

"It really gave them [kids] an opportunity to step outside their comfort zones. They only knew 1 or 2 mile radius around their house and we were taking them out to adventures. It wasn’t about teaching them how to be great rock climbers, it was about teaching them to have confidence to work together, have communication, and the ability to want to try things, which is so important for all of us. - Gary Lipsky

"The previous business didn’t need me anymore.” - Gary Lipsky

"What gets measured gets managed.” - Gary Lipsky

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Edna Keep’s journey from single mom at age 16 – living in subsidized housing with a daughter in subsidized daycare - to being a multi-millionaire Real Estate Entrepreneur and Coach inspire others. Her major operations are long-term buy-and-hold rental apartment buildings. Her claim to fame is a $75 Million real estate portfolio built with “Other People’s Money.” A proponent of education and inspiration, Edna offers free training with her Real Estate Coaching Fridays and Mindset Monday events on Facebook each week.

Let’s dive into her story!

[00:01 - 09:40] Opening Segment

Edna started out when she was 16
What got Edna into discovering Personal Development
- Living within your means is limiting for Edna
A C Student’s status

[09:41 - 16:52] Edna’s Real Estate journey

How did Edna and her partner got to it fast
- From Single family to Multifamily
- Doing the job in 6 months
The difference between Canadian and American Real Estate
- What “Canadianized” meant
- An undervalued market
- The nuances

[16:53 - 28:11] An Advice to those who don’t want to limit themselves

Get coached! - invest in this
- Breaking news: Edna still has coaches today!
Widen your network
What kind of coach is Edna like?

[28:12 - 29:39] Closing Segment

Connect to Edna:

Discover the 6 Figure JV Secret and Mindset Transformation by joining Edna’s Facebook groups

Follow and subscribe to her socials: LinkedIn, YouTube, Facebook, and Instagram

Listen to her podcast, and don’t forget to visit her website https://ednakeep.com/ to learn more about Edna

Ready to get to that goal? Start with this 20 minute webinar from Edna

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

"At one point in my life, I just decided I’m not going to listen to anybody who has not accomplished what I accomplished. I stopped listening to all the naysayers and I started to hang around with people who could always see the next level of getting better [in me].” - Edna Keep

"I learned from someone who has ‘been there, done that.’ That’s the kind of coach that I want. Those are always the kind of coaches I hired.” - Edna Keep

"I always tell my students: that person sitting on that zoom call could be your next [business] partner… The network is huge, and a lot of times your coaches are connecting you to that network too.” - Edna Keep

"I believe that if you don’t make a big investment, it’s a waste of your time.” - Edna Keep

Resource Mentioned:

Why "A" Students Work for "C" Students and "B" Students Work for the Government

Why "A" Students Work for "C" Students and Why "B" Students Work for the Government: Rich Dad's Guide to Financial Education for Parents

View Details

As an Army Officer with over 8 years of service, Brent Bowers was spending a great deal of time away from his family, and he knew he needed to make some changes in order to be more present with his wife and children. His interest in real estate began in 2007 when he purchased his first home, so Brent began exploring real estate investing as a way to support his family while being able to enjoy more time with them as well. In a short amount of time, Brent was able to expand his business, hire a team, and (most importantly) spend quality time with his family while still working hard and helping others.

While Brent invests in many different types of real estate, his favorite investment strategy deals with buying and selling vacant land, and he enjoys sharing his expertise in this area with his coaching clients. Brent chooses to live his life based on Bob Burg’s quote, “Your influence is determined by how abundantly you place other people’s interests first.” He is passionate about helping other people find success in real estate investing, particularly in land investments.

Let’s dive into his story!

[00:01 - 12:01] Opening Segment

Brent had an innate entrepreneurial spirit
Brent’s military career
- Freedom is possible as proven by Brent
How the military shaped Brent as a person
- A humbling journey
- A good launch to business
house hacking using his VA loan

[12:02 - 16:18] The ways Brent did for his goal

Plant the seed!
BRRRR method done by Brent
- Using student loans to do Real Estate
- Using a credit card to buy a land

[16:19 - 32:31] How Land worked out for Brent

Realizing he was never home
- Saving a marriage
- Brent wanted to leave military for good
The story of Brent’s fascinating deals
- Going for it when he got the chance
- Brent’s clients
How it compares to Brent’s single family and multifamily rentals
Brent’s tips for first time Land buyers
- Learn from Brent’s learnings and mistakes

[32:32 - 34:49] Closing Segment

Brent teaches through YouTube!
Connect with Brent

Don’t forget to check out their company’s website: https://www.thelandsharks.com/

Follow and Subscribe to his socials: LinkedIn, YouTube, and Facebook

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

"When I went into the military in October 2009 to basic training, I was already 24 years old. I already have a business, already have a house and am married, and I used to get really good money. I went into the military very humbled because I started as E1, that’s the slowest you can go in the military.” - Brent Bowers

"All trees were once seeds too.” - Brent Bowers

"I realized I was never home [because of the military]. I don’t want a wife to ever leave me again because I’m there and there.” - Brent Bowers

"Making money, you party. Losing money, you ponder.” - Tony Robbins

View Details

Fernando is a 30 year old self storage investor that became a millionaire in his 20s. Fernando loves to preach on the benefits of storage over other asset classes.

Let’s dive into his story!

[00:01 - 06:48] Opening Segment

Fernando shares about how he became a millionaire in his 20s
How Fernando settled on Self-Storage space
- Once upon a feisty tenant

[06:49 - 16:20] Why Self-Storage is simply the best asset class

The hesitations Fernando had with investing in Data Centers
- Environmental concerns and utility bills
What their company’s pipeline looks like
Quick flip and retirement properties
- Which asset class does these belong

[16:21 - 22:56] Environmentally-conscious approach to Real Estate

Solar panels
- A good way to add additional sources of income
The goals in buckets
You can do the BRRRR method in commercial real estate too!
- It is way easier here

[22:57 - 29:46] Build more, better

Why is there a need for more self-storage facilities
- A hyper-localized business
1 in 10 Americans use self-storage nowadays
- Recession-resilient asset class
The Self-Storage space in the last 30 years
- The company’s 10-year goal

[29:47 - 32:01] Closing Segment

Looking into Self-Storage facilities you should invest in? Don’t forget to visit them at https://www.impactselfstorage.com/ and email them at info@titanwealthgroup.com for more inquiries

Connect to Fernando by dialing or texting his phone at +630 408 8090

Shoot him an email at info@titanwealthgroup.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

"What's the point of being a business owner if you’re working 80 to 100 hours a week?” - Fernando Angelucci

"I realized that the main problem that I had in Real Estate business was that I had to deal with people.” - Fernando Angelucci

"The added benefit of that is there are tax incentives for solar panels as well as the ability to offset expenses which increases our NOI, and thus our evaluation.” - Fernando Angelucci

"Self-storage has been proven to be a fantastic investment, not only in good times but in bad as well.” - Fernando Angelucci

Resource Mentioned:

Traction: Get a Grip on Your Business

View Details

My company, Luxe Capital, will be starting a giving program in the form of donating to a non-profit organization every time we close a deal. Affordable housing is such an important part of our lives as we work with selling and investing in properties. We chose Bridges to Change as the first organization to lend our hands to at this time.

Let’s dive into their story!

[00:01 - 06:44] Opening Segment

Karen shares about her role at Bridges to Change
- Program Manager, Mental health program
What Bridges to Change does
- Who are their clientele
- A holistic approach to getting a person to live their best life
The impact of Bridges to Change to people

[06:45 - 14:25] Let’s understand how the housing program works

A 6-9 month program focused on treatment
How can people apply to BtoC’s program
Karen tells her journey
- How Bridges to Change helped Karen out
- A prescription from a doctor took the life out of Karen
- Karen’s treatment and amazing process of recovery
Why people are drawn to take more painkillers

[14:26 - 20:08] Bridges to Change’s impact

Developing a Strong, Thankful Mindset
Karen’s children were her prize
Karen’s life at Bridges to Change
- Getting to walk along someone’s journey
- What clients really need for good results
The cure for someone is that thing which they really need
What is really needed right now

[20:09 - 22:58] Closing Segment

Bridges to Change is the only safe place for most people to live on throughout their lifetime.

Connect to Karen by shooting her an email at kkeller@bridgestochange.com

Don’t forget to check out www.bridgestochange.com for more info on permanent housing, healing, recovery, and helping someone else to live their best lives. Make sure to donate to get involved in this awesome opportunity to lift others up.

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Tweetable Quotes

"What we find is that, usually when someone is homeless, they’re not taking their mental health medications, and a lot of times it’s getting them unstable in their meds again.” - Karen Keller

"We really just walk beside them, helping them put their world back together and become a productive, happy member of society again.” - Karen Keller

"I didn’t want to live that life anymore.” - Karen Keller

"I couldn’t do this work without my lived experience.” - Karen Keller

View Details

Dave breaks down exactly how to use the 1031 exchange in layman’s terms. He explains to us how he moved his way from Denver, CO to Tampa, FL over 10 years using the section 121 homestead exemption, so that he and his family could move onto a boat (which was a huge dream of his). Tune in to listen to how Dave raised 4 boys on his boat while investing in properties with the 1031 exchange.

Let’s dive into his story!

[00:01 - 04:36] Opening Segment

Time is commodity
- We look into things to buy more of time
How to tell how good your friends are
A 10-year journey with Dave’s sons on a sailboat

[04:37 - 13:56] How 1031 exchange works

Buying a Real Estate intending to hold it
- Take advantage of the 1031 system
Why IRS distinguish a seller and a buyer
- What is the IRS incentivizing
- Why they incentivize us
How it works for Real Estate investors
A strategic opportunity - only for Real Estate

[13:57 - 26:11] Generated income properties through 1031

Take the Refi and start a new project
A quick computation example
The deadly six
- Get out there and take the shots!
QI and type of property

[26:12 - 34:12] Closing Segment

Common misconceptions with 1031 exchange
An interesting dichotomy
Final Words
Connect with my guest, Dave, in the links below

Tweetable Quotes

"We realized that the greatest commodity we have is not a possession, it’s not a thing, it’s time.” - Dave Foster

"That’s what a 1031 does: you sell investment property, you buy investment property, and you definitely get to defer and pay the tax on it.” - Dave Foster

"You only have 45 days from the day of your closing of your sale to identify your potential replacements. The end of these 45 days is problematic.” - Dave Foster

"The hardest job is not going to be selling my property. I can do that in a heartbeat! The hardest job is finding a new property.” - Dave Foster

Connect to Dave:

Follow their socials: Twitter, Instagram, Facebook, and LinkedIn

Find out how you can live your dream with the help of 1031 exchange with The 1031 Investor!

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

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Matt has a diverse background in various roles throughout the real estate investment and finance industries. He began his professional career with a Boston-area real estate investment, property management, and brokerage firm in 2012. In 2016, Matt transitioned his career to debt and equity placement and in 2020 began investing in commercial real estate himself. From real estate acquisitions and dispositions to placement of debt and equity on all types of investment real estate, Matt has contributed to hundreds of real estate transactions totaling well over $1 billion in transaction volume.

Let’s dive into his story!

[00:01 - 07:05] Opening Segment

Matt has been in Real Estate for so long
- wide range of Real Estate experience
The transition to RV parks and campgrounds
What qualifies as high cash flow investors
- The interesting asset classes involved
- Why high cash flow

[07:06 - 14:42] A deep dive into the RV Parks and Campgrounds space

What is so attractive about the space
How you can employ creativity in this space
Property Management in an RV Park
- Matt shares about their amazing property manager

[14:43 - 20:44] More into RV parks and campgrounds

Is Matt interested in different types of campgrounds
Understanding the market
- The demographics
An affordable vacation for friends and family during weekends
- Or during summers
Affordable, relaxing, and sustainable vacation
An easy lift for a big size
- More profit

[20:45 - 25:55] Closing Segment

Is Matt now looking at an Exit plan
Final Words
Connect with my guest, Matt, in the links below

Tweetable Quotes

"What got me interested and excited is the level of creativity that you can bring to an RV park investment, which I think is a lot harder to bring into an apartment building. There isn’t much freedom to the latter. There isn’t much space for creativity that keeps the space interesting.” - Matt Whitermore

"Your typical RV customer is usually there every weekend and maybe one week during the summer.” - Matt Whitermore

"It’s an interesting kind of dynamic compared to the way we invest in apartments, because even if the economy takes a dive, a seasonal campground is still by far the most affordable way to have a vacation.” - Matt Whitermore

"When thinking about being an owner and then trying to figure out who to hire, I think that it’s so important to know who you can put on the ground to make things work.” - Suja Shyam

Connect to Matt:

Learn more about their firm that seeks to assist investors in achieving success at www.newscotlandcapital.com

Follow and subscribe to their socials: Instagram and LinkedIn

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Monick Halm is the founder of Real Estate Investor Goddesses. She is an educator and advocate for female real estate investors, and has a mission to help 1 million women achieve financial freedom through real estate. Monick is herself a real estate investor and syndicator, and owns, together with her investors, over 1000 rental doors across ten states.

She is also a #1 bestselling author, podcast host, Real Estate Strategy Mentor, wife, and mother of three amazing kids.

Let’s dive into her story!

[00:01 - 10:48] Opening Segment

Monick lived the dream in theory
- A ruptured appendix was like winning the lottery
- Her corporate litigator job was literally killing her
A corporate job can’t buy a home in LA
- Monick started house hacking
- An accidental landlord
A corporate job can’t buy a home in LA

[10:49 - 13:49] How to get traction in a year

Be around people who think big
Learning all in about syndications
2 passive and 3 active deals

[13:50 - 18:00] You can have more equity in Real Estate

Plant and replant
- Recycling money
- Pulling out fruits and planting seeds
How does cash out refi works
- Doing a rinse and repeat method

[18:01 - 24:46] Why women can gain income in Real Estate

Women are financially disadvantaged
Bridging the wealth gap and closing the investment gap
- Imagine how disregarded these women of different race
Why is Real Estate the solution to the gaps

[24:47 - 30:17] Closing Segment

The 4 Myths of Real Estate
Final Words
Connect with my guest, Monick, in the links below

Tweetable Quotes

"I went out to dinner with my friend and Robert Helms, the host of Real Estate Guys Radio podcast, and a 10 minute conversation with him changed my life. It hadn’t occurred to me until that moment that there was another option to do Real Estate.” - Monick Halm

"I wanna be around people who think that.100 or 200 units is normal, because until that moment, many people thought that a four-plex was a big deal. I need to be around people who are thinking that big.” - Monick Halm

"Real Estate is the best way to erase those gaps.” - Monick Halm

"When you empower the women financially, they will take care of everyone else. It is the shortcut to empowering everyone.” - Monick Halm

Connect to Monick:

Check out her website: https://www.realestateinvestorgoddesses.com/

Shoot her an email at monick.halm@gmail.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Dan Rochon is the Head Coach and Visionary at Greetings Virginia Sales Network. He is also the author of Real Estate Evolution: The Ten Step Guide to CPI for Real Estate Agents and host of The CPI Community Podcast. Having seen hundreds of agents fail in this business, Dan is passionate about helping people not only stay in the business but thrive in it.

Let’s dive into his story!

[00:01 - 07:16] Opening Segment

Dan’s background
Karen taught Dan what to do
- A challenge in Dan’s industry

[07:17 - 19:10] Real Estate Agent Strategies

A personality-based passion
- Relational person
- Driven person
What Dan helps his clients with
- What clients can’t do
- What clients can do
Getting the person to actually do it
- Maslow’s hierarchy of needs
- If yes, then how?
Your why doesn’t have to be too big
Borrowing beliefs from others

[19:11 - 22:13] Figure out what happened years ago

Accessing something from your past
- How Dan helps clients as such

[22:14 - 23:59] Closing Segment

Final Words
Connect with my guest, Dan, in the links below

Tweetable Quotes

"There’s 18 different ways that we can find business, but you don’t have a choice of not selecting one. You have the choice of selecting one that resonates with you. There is a strategy that resonates with almost everybody.” - Dan Rochon

"Sometimes, people will know that they are challenged, they may not acknowledge it, but they are not going to someone or help.” - Dan Rochon

"If you’re not taking care of yourself first, you’re not able to dive in and help other people.” - Dan Rochon

Connect to Dan:

Are you a human who wants to live a better life? Visit www.findyourpotential.life for a GIFT from Dan!

Follow his socials: Facebook, Twitter, LinkedIn, Instagram, and shoot him an email at dfrochon@gmail.com

Be updated with Greetings Virginia Sales Network! Join their Facebook group, follow and subscribe to their Instagram, Twitter, YouTube channel

Catch Dan’s podcast on Spotify and iTunes

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

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A window-cleaner turned Real Estate Investor, is now making over a million dollars a year from real estate and helping beginners and experts alike on how to find discounted properties in the market with his company Driving For Dollars. Zack also has his own YouTube channel with nearly 3,000 subscribers!

Let’s dive into his story!

[00:01 - 09:18] Opening Segment

Zack’s upbringing
- Learning self-sufficiency at a young age
- An entrepreneur at the age of 17
Barely getting by and not attaining financial independence
- What went wrong with it
How Zack got into the Real Estate business
- “Read Rich Dad, Poor Dad!”

[09:19 - 24:51] The best way to find a good yet affordable deal

The truth with the information around
- Become the hustler
Real Estate wholesaling
How Zack helps people find good properties
- Zack’s model is the best one around
- Driving for dollars
Affordable, not cheap deals
Be careful of deals full of red flags!

[24:52 - 26:26] Honest Deals are Powerful

Let go of self-limiting beliefs
Find people who have the same core values as you
Check out the FREE resource from Zack in the links below

[26:27 - 29:45] Closing Segment

Final Words
Connect with my guest, Zack, in the links below

Tweetable Quotes

"I found that the bigger I got, the less profits I was making.” - Zack Boothe

"If you want to be successful in Real Estate investing, you have to start with a super discounted property.” - Zack Boothe

"All Real Estate investing is marketing, the product is Real Estate.” - Zack Boothe

Connect to Zack:

Visit their website www.dfdmastery.com/7free and grab the gift from Zack

Shoot Zack an email at zack.boothe@gmail.com

Listen to his podcast, the Driving for Dollars Mastery

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Coach Alvin is currently focused on short term rentals, called Your Space. Your Space gives investors the opportunity to acquire a completely hands off, turn-key AirBNB business of their own. Our founder, partners, and management team are seasoned short-term rental investors with decades of experience and millions of dollars worth of AirBNB property. They provide Sourcing, Building, and Management services among many others.

Let’s dive into his story!

[00:01 - 09:31] Opening Segment

Alvin’s big ‘why’ in choosing his path
Becoming a military has to do with this
- What makes it so attractive
Why Alvin wanted to build wealth outside of his military career
- The opportunity to have a stable income and diversify your wealth

[09:32 - 14:19] Alvin’s real estate journey

House-hacking by Alvin
- Using a VA loan
What inspired Alvin to use these tools
Layout a framework and follow it

[14:20 - 28:00] The Short Term Rental space

Alvin walks us through problem framing
A deep dive into Alvin’s Short Term rental business
- Every market deserves a turn key model
AirBnb went public
What drew Alvin to the Short Term rental market
- Pricing turn key
A pet friendly unit and protection
Why are many investors investing in short term rentals?

[28:01 - 30:32] Closing Segment

Final Words
Connect with my guest, Alvin, in the links below

Tweetable Quotes

"Historically, Real Estate is the most stable market place that we have known over time.” - Alvin Cavalier

"I like to deal with problem frameworks because they don’t always go get the hammer to take care of the problems, in Real Estate but in every aspect of life, framing problems helps you to ask the critical questions and that helps you start a path forward based on your individual goals, financially and personally.” - Alvin Cavalier

"Problem framing tells us to look at everything we’re facing as a problem.” - Alvin Cavalier

Connect to Alvin by going to https://10000cards.com/card/coach-cav and follow his socials, schedule a coaching session with him, and get a hold of his services you can benefit from.

Don’t forget to shoot Alvin an email at y.s@yourspacestr.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

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Hannah Kesler is 2nd generation of The Money Multiplier Method. This is a method Hannah and her father travel all around the country to teach; how to recycle, recapture, and keep total control of your hard-earned dollars. The Money Multiplier teaches the importance of privatized banking, keeping money in the family and how to break the bonds of financial slavery you don’t even realize you are in.

Hannah will be showing you how to get ALL the money back for every car you will ever buy, drive, and own for you and your family, for the rest of your life. And if it works for a car… What else do you think it can work for? ANYTHING – products, services and investments. Her dreams are to become a fashion designer and start her own clothing line. With this wealth management tool, she knows those dreams will become a reality sooner than later.

Let’s dive into her story!

[00:01 - 09:26] Opening Segment

Why Hannah loves infinite banking
- Hannah’s chiropractor dad and his legacy
How the concept worked for Hannah’s dad
- The privatized bank of the Kesler family

[09:27 - 20:56] How does Infinite banking work

Important: check Hannah’s free resource in the links below
Becoming your own bank
- Uninterrupted compounding interest
Whole Life policies
- What’s all about it?
- How Hannah practiced the principle
Why people don’t know about infinite banking
- The super wealthy do this

[20:57 - 30:42] More into whole life insurance

Cash value of the policy
More into understanding how this concept
- What we need to remember
Why Hannah has four policies
Are there benefits to having life insurance policies?

[30:43 - 33:32] Closing Segment

Final Words
Connect with my guest, Hannah, in the links below
- Remember to email Hannah for a FREE ebook copy!

Tweetable Quotes

"When dad started to implement this, he was able to pay all that debt [amounting to almost $1 Million] in 39 months.” - Hannah Kesler

"Money is nothing more than just a means of exchange.” - Hannah Kesler

"Think about what you are doing with your money.” - Hannah Kesler

Connect to Hannah:

Shoot Hannah an email: hannah@themoneymultiplier.com

Visit their website and click on the video on the resources tab: www.themoneymultiplier.com

913-908-3511 – Hannah’s phone number

https://go.oncehub.com/HannahKesler/ - Schedule a meeting with Hannah!

Follow and subscribe to Hannah’s socials: Facebook, LinkedIn, Instagram, and YouTube

Listen to Hannah’s podcast and join her Facebook Group

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

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Rich is an investor from Southeastern Pennsylvania who built a $4mm rental portfolio in 4 years before his 27th birthday with only $25k in cash to start. He is now running a project management company working with real estate investors to complete their projects and build their version of financial independence.

Let’s dive into his story!

[00:01 - 06:25] Opening Segment

Rich grew up in the Construction industry
- What made Rich decide not to do Real Estate immediately
- Rich’s wife inspired him to go back to Real Estate

[06:26 - 18:41] How Rich was able to go further with his 25,000

An impressive accomplishment
- Rich does not recommend it to anybody
- Rich can’t afford to fail
Having nothing to fall back on
How Rich educated himself along the way
- Learn how you’re going to do Real Estate
- It is not one-size-fits-all
Rich’s strategy and how it worked out for him
The BRRRR Method explained
- Rental coverage you should look

[18:41 - 25:16] Rich’s Current Projects

Renovation projects
- An issue with contractors
- Changing the dynamics
Project management
- Their brand promises

[25:17 - 27:15] Closing Segment

Final Words
Connect with my guest, Rich, in the links below

Tweetable Quotes

"The reason I was able to do that so quickly was because I kind of set myself up that I could not fail. If I was going to fail, it was going to be catastrophic, so I needed to figure it out.” - Rich O'Neill

"One of the big things that keeps me going is constantly learning things. That’s one of my most favorite things to do.” - Rich O'Neill

"You gotta figure out where you fit in. The world of Real Estate is vast. You need to be aware that there’s not only one way to do Real Estate.” - Sujata Shyam

Connect to Rich:

Don’t forget to shoot him an email: rich@flemingpm.com

Get the most out of your contractor with www.flemingpm.com

Follow Rich’s socials: www.instagram.com/phillyinvestorcontractor & www.instagram.com/richaoneill, and www.facebook.com/richaoneill

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

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20+ years of real estate experience on multiple projects totaling $3B+ in 20 states. Mark is a partner in URBN PHX (pronounced Urban Phoenix) a multifamily build for rent developer and Drive Thru Development a retail development company focused on drive thru brands.

He has specific real estate expertise in development, family office investment management and strategic planning, investment, financial analysis, capital raising through public and private offerings. I also have a Masters degree in Science in Real Estate Finance from New York University and a Masters in Science in Management Information Systems Development from George Washington University, and give back by teaching real estate development and advanced financial analysis as an adjunct professor at NYU’s Institute of Real Estate.

Let’s dive into his story!

[00:01 - 06:52] Opening Segment

Construction and development is Mark’s first love
A 3-hour long conversation with a veteran developer
- Mark’s passion and perseverance
The type of projects Mark is working on
- Mark’s team

[06:53 - 16:30] Development can kick you in the face a thousand times

On low points and anxiety
Weathering the recessions that came
- Problem solving
Standards Mark lives by to avoid getting knocked out
Tips to someone who attempts to invest

[16:31 - 27:50] Planning for when things go wrong

To be or not to be cautious
Mark shares about his super power
The things that might go wrong
Mark’s wins on his project in Phoenix
- Why people are moving to Phoenix

[27:51 - 29:33] Closing Segment

Final Words
Connect with my guests, Mark, in the links below

Tweetable Quotes

"I always liked construction and development since I was a kid.” - Mark Mascia

"Personally, knowing yourself is important in saying that it’s just not what you do best.” - Mark Mascia

"It’s what makes development scary, because you literally just don’t know what is going to happen. It is every asset class of Real Estate times 10, I think.” - Mark Mascia

Connect to Mark:

Keep in touch to Mark through his company’s websites: www.urbnphx.com and www.drivethru.dev

Shoot Mark an email here: mm@urbnphx.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Let’s dive into his story!

[00:01 - 06:52] Opening Segment

Construction and development is Mark’s first love
A 3-hour long conversation with a veteran developer
- Mark’s passion and perseverance
The type of projects Mark is working on
- Mark’s team

[06:53 - 16:30] Development can kick you in the face a thousand times

On low points and anxiety
Weathering the recessions that came
- Problem solving
Standards Mark lives by to avoid getting knocked out
Tips to someone who attempts to invest

[16:31 - 27:50] Planning for when things go wrong

To be or not to be cautious
Mark shares about his super power
The things that might go wrong
Mark’s wins on his project in Phoenix
- Why people are moving to Phoenix

[27:51 - 29:33] Closing Segment

Final Words
Connect with my guests, Mark, in the links below

Tweetable Quotes

"I always liked construction and development since I was a kid.” - Mark Mascia

"Personally, knowing yourself is important in saying that it’s just not what you do best.” - Mark Mascia

"It’s what makes development scary, because you literally just don’t know what is going to happen. It is every asset class of Real Estate times 10, I think.” - Mark Mascia

Connect to Mark:

Keep in touch to Mark through his company’s websites: www.urbnphx.com and www.drivethru.dev

Shoot Mark an email here: mm@urbnphx.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Kevin Galang is passionate about 3 things - living abundantly, personal development and convincing people that the "American Dream” is really more of a nightmare. While currently working in tech sales, Kevin focuses on investing in mortgage notes while helping other busy professionals turn other people’s debt into income for their savings or Iras through public speaking at webinars, and local real estate Meetups. Kevin believes that you cannot “save” your way to financial security. Investing is a must.

As a believer in “abundance,” he actively shares his thoughts on investing, the lessons he has experienced and the information he has gathered on his two podcasts – Tech Guys Who Invest &Note Nuggets Podcast.

As the co-host of the Tech Guys Who Invest podcast, he helps busy professionals learn how to invest wisely and safely through the knowledge of industry experts and experienced investors while sharing his perspective as an active investor in today’s market. On the Note Nuggets podcast, Kevin breaks down the little-known, wealth-building niche of Note Investing one nugget of knowledge at a time. His goal is for you to walk away after one episode learning key things about how to invest in debt. When Kevin isn’t working for his 9-5 or working on his real estate business, he’s most likely eating , doing something active or reading a book on personal development.

Let’s dive into his story!

[00:01 - 03:42] Opening Segment

Kevin was happy to lose an argument with his girlfriend
What led Kevin to Notes

[03:43 - 08:32] What’s a ‘Note’ all about?

Defining a Note
Why Kevin likes to be a Notes investor
Under what circumstances can an investor buy a Note?
The opportunities

[08:33 - 19:33] A breakdown on the concepts

When investors want to recapitalize, what now?
Congratulations, you’re now a bank!
A legal protection
What is best to pursue?
- On first and second positions
Returns to expect
Originating a Note

[19:34 - 21:04] IRA and Notes

Why is SD IRA a good investment for Notes Investors

[21:05 - 25:09] Closing Segment

What particularly drew Kevin into Notes
- protection
Final Words
Connect with my guest, Kevin, in the links below

Tweetable Quotes

"As a Notes Investor, I like to buy debt.” - Kevin Galang

"Wherever you look, I can promise you that Note Investors are always looking to buy and sell something. So get on their radar.” - Kevin Galang

"There are a lot of creative things you can do to keep people in their homes.” - Kevin Galang

Connect to Kevin:

Shoot Kevin an email: kevingalang@gmail.com

Checkout Kevin’s podcasts: Note Nuggets and Tech Guys Who Invest

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Jules Mckenzie has been investing in Real Estate for 20 years! Jules is a buy and hold investor holding 11 properties. Most of his properties are small Multifamily income properties in Orillia Ontario Canada 🇨🇦. He is also a serving Police Officer 🚔 with the Rama Police Service just east of Orillia, Ontario. His beautiful wife Ange also lives in and operates a recently renovated Bed and Breakfast property.

Let’s dive into his story!

[00:01 - 09:32] Opening Segment

A pyramid scheme that did not work
Learning about Real Estate
Mindset and culture expansion

[09:33 - 24:02] Jules out of his shell

Abundance mindset building
On achieving what you could achieved financially before
- Before was a little easy
Innovation and Real Estate
- Debt to equity ratio may be lower for some
How did Jules made it through with his 11 properties
- Preys do exist: run and get away from them!
- Finally being able to listen to a sound investment teaching
Jules and his wife’s perseverance

[24:03 - 28:56] Jules and Wife’s current journey with deals

Helping their own child purchase their own duplex
- Children do what they see from their parents
- Wise parenting decisions

[28:57 - 32:02] Closing Segment

Final Words
Connect with my guests, Jules, in the links below

Tweetable Quotes

"I have not read a single book that was fiction or nonfiction since graduating college and graduating into Police Uni. That experience got me back into the good habit of reading books almost on a monthly basis and listening to the audios.” - Jules Mckenzie

"In the late 90’s, just when interest rates were really tumbling down, people were able to achieve their goals and dreams. People were able to achieve whatever they want so they did not need an alternative or secondary income.” - Jules Mckenzie

"I will not take my freedom for granted.” - Jules Mckenzie

Connect to Jules:

www.cavanahouse.com

www.mckenzieproperties.online

Follow Jules’ socials: Instagram @MckenzieJules, Twitter, Facebook, and LinkedIn

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Brock Mogensen has been investing in real estate for over three years. He lives and invests in the Milwaukee, WI market. He holds a masters in Information Systems and comes from an analytical background. Brock specializes in underwriting and incorporating data models for asset management.

As a principal at Smart Asset Capital, the firm currently has over $8 Million in assets under management. His portfolio comprises multifamily, office, retail, and industrial classes. He is also a co-host of the largest monthly multifamily meetup in WI, which is the Wisconsin Apartment Investors Meetup.

Let’s dive into his story!

[00:01 - 09:20] Opening Segment

The power of his parent’s two duplexes
- House hacking was their bonding
- What got into Brock’s parents’ interest in Real Estate
The transition from IT to full time Real Estate
- What cut the cord
What Brock and his team are working on
- What they do find attractive

[09:21 - 19:10] Asset Management 101 with Brock

Tracking KPIs
- Spreadsheet is a sufficient tool
Recap into the things Brock likes to track
Buying and Holding vs. Selling
The Milwaukee market and its profitability

[19:11 - 26:36] Brock in the Industrial Space

The interest and demand
Brokers for industrial
- Build good relationships with them. Like, seriously.
How to stay on the top 5
The industrial facilities Brock has invested in

[26:37 - 31:08] Closing Segment

Mitigating common risks in industrial space
Final Words
Connect with my guests, Brock, in the links below

Tweetable Quotes

"The four units can do that, [big returns] can buy you a boat, what can I do if I buy 400?.” - Brock Mogensen

"You have to be involved daily, weekly, to make sure this property is hitting performance and you’re following your business plan.” - Brock Mogensen

"Be pretty conservative!” - Brock Mogensen

Connect to Brock:

www.smartassetcapital.com

Check out his Instagram

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

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Sarah May is a full-time accredited investor from Denver, Colorado. She is the founder and president of Regency Investment Group whose goal is to source profitable real estate investments and bring the power of real estate to every investor.

Sarah is the sponsor and asset manager of a 100-unit property in Aurora, Colorado, a 189-unit property in Colorado Springs, and a 72-unit in Grand Junction, CO. Sarah and her husband Alex own multiple other Denver properties and are limited partners in deals totaling over 2000 units.

Sarah’s prior professional background is in aerospace and propulsion engineering at Lockheed Martin. She then transitioned from engineering to strategic planning for Lockheed Martin where she was responsible for developing the strategic priorities for the multi-billion dollar corporation.

At Regency Investment Group, Sarah brings her analytic skills to develop detailed financial models for our properties and to find hidden value-add opportunities to bring the maximum profitability to our properties. Sarah also has an eye for design and works to maximize the aesthetic appeal of our properties during renovations.

Sarah holds a Bachelor’s degree in Mechanical Engineering from Colorado State University and a Master’s degree in Aerospace Engineering from the University of Colorado.

Let’s dive into her story!

[00:01 - 09:10] Opening Segment

How did Sarah get started and why?
An aerospace engineering career
- How much was Sarah enjoying her career?
Caring for her child
Getting exposed to the Purple book

[09:11 - 18:09] A Full-Time investor life

Sarah’s current project these days
What simple upgrades Sarah did to change a property
A partnership with Sarah’s husband
- A match made in heaven
Sarah’s advices to others who want to partner with their significant other
Tips for those getting started
- Pick what’s best for you!

[18:10 - 21:21] Where is Sarah now

The benefits of multiple opportunities
Sarah’s husband is currently transitioning

[21:22 - 24:47] Closing Segment

There’s three ways you can invest in Real Estate
Final Words
Connect with my guest, Sarah, in the links below

Tweetable Quotes

"My husband is an Engineer too, and we have a lot of overlapping interests and skills. The good thing is we are able to help each other out if one of us is busier than the other, and kind of interchange our roles and responsibilities.” - Sarah May

"Be willing to communicate frequently. It is better to over-communicate than under-communicate.” - Sarah May

Connect to Sarah:

Let Regency Investments turn your financial goals into reality! Visit their website: www.RegencyInvestmentGroup.com

Email Sarah: sarah@regencyinvestmentgroup.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Suzy Sevier and Michael Barnhart are the Founders of Adventurous Real Estate Investors. They specialize in a different ROI, Return on Impact. Through real estate investing they create immeasurable impacts with the residents they serve to create thriving communities.

They are the owners and asset managers of 196 units across Oklahoma and Texas. They host "The Adventures of a Real Estate Investor" podcast and they created a monthly meetup for real estate investors living overseas and investing in the United States.

Michael is Active Duty Air Force, getting his PhD in biochemistry from the University of Cambridge and Suzy is Real Estate Professional and has a background in project management and finance.

Let’s dive into their story!

[00:01 - 10:15] Opening Segment

It all started from a book during the pandemic
- Why did they pick up this book
- What struck them with the book
The careers they had prior to pandemic
Finally leaving their jobs
- Being able to do what they did before
- Resumes are not needed anymore

[10:16 - 16:12] An admirable commitment

Getting the first deal accomplished
- Showing up where they needed to show up
Showing up for people we have relationships with
- consistency
Goals when they meet other people

[16:13 - 27:43] Clarity came with focus

The clarity with their market
- Simple, but never easy
A boots on the ground partner
Lessons learned in asset management
- The most difficult things
- Wearing different hats
Hurdles they had to learn asset management

[27:44 - 34:42] Closing Segment

Going beyond traditional ways
- Ripple effect
- - What is your 1% impact today?
Final Words
Connect with my guests, Suzy & Michael, in the links below

Tweetable Quotes

"With real estate investing, I can still embody all of those skills and be on my schedule and pursue my dreams.” - Suzy Sevier

"Showing up for everyone else, we kept making sure that they are relationships and not just transactions.” - Suzy Sevier

"Real Estate investing is super simple. It is just not easy.” - Michael Barnhart

"I think people are afraid to see that they are vulnerable.” - Michael Barnhart

Connect to Suzy and Michael:

Check out their socials and join their adventure in one click! Go to their website for more info: https://adventurousrei.com/info

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Joe Fairless is the Co-founder of Ashcroft Capital which has over $1,000,000,000 of assets under management. In addition to his responsibilities with Ashcroft Capital, Joe created the podcast, Best Real Estate Investing Advice Ever Show, which is the longest-running daily real estate podcast in the world and generates over 500,000 monthly downloads.

Joe is also a proud Member of the Texas Tech Alumni Advisor Board for the College of Media and Communication, as well as being recognized as Outstanding Alumni at Texas Tech University, where he is a former Adjunct Professor. He is currently a Junior Achievement Board Member and Volunteer for the Cincinnati chapter and has been recognized by the Junior Achievement’s Free Enterprise Society. Joe volunteers at Crossroads Hospice and was recognized as Multifamily Investor of the Year by Think Realty Magazine.

Let’s dive into his story!

[00:01 - 09:31] Opening Segment

An administrative burden
Multitasking to get better results
How Joe did his first apartment deal

[09:32 - 17:25] Not leaving any crumbs

Joe is a student of personal development
The rabbit hole to Real Estate syndication
- Catching up to those who were already doing it
What was compelling to Joe about real estate
What Joe scaled his business to
Investment relationships

[17:26 - 22:14] Be mentored to scale

Coming back from a fall
Look at yourself in the mirror
This is a team sport

[22:15 - 23:49] Closing Segment

Final Words
Connect with my guest, Joe, in the links below

Tweetable Quotes

"What I realized was that it is important to identify different circles of connections that we have with peers or different peer groups.” - Joe Fairless

“I have always had the thought process and the confidence that there’s a solution to anything. I just gotta figure it out.” - Joe Fairless

"There’s a playbook on how to do real estate correctly. I just needed to get people who had written the playbook or could write the playbook to be on my team.” - Joe Fairless

Connect to Joe:

Checkout his website https://joefairless.com/

Connect to his socials: Instagram, Facebook @JoeFairless, & Twitter

Shoot him an email: caitlin@joefairless.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Dina is the Director of investor relations at PCRP Group, a firm that provides direct access to tax-advantaged, passive income commercial real estate opportunities.

Dina has been investing in both residential and commercial properties in the United States and Internationally for over 19 years and has acquired or has been responsible for overseeing approximately $200 million dollars of assets under management.

Dina has trained, led, and inspired 10’s of thousands of people in Real Estate Investing and personal development over the last 15 years, and was named Speaker of the year by the Whitney Education group.

Let’s dive into her story!

[00:01 - 09:16] Opening Segment

Not knowing what to do at first
The things Dina considered when she did Real Estate
Why Dina kept coming back to Real Estate
What led to Dina’s first opportunity
- Relationship is an integral part of business

[09:17 - 21:12] Climate Resilient Markets

What Dina and her husband is working on right now
Climate change impact also affects homes
- Lower-risk and higher-risk markets
- Insurance is a big deal
Mitigate the risk as soon as you can
Defining ESG and applying it to your deals
Lessening your carbon footprint through apartments
The bottom line

[21:12 - 24:54] Social and Governance

The big thing with PCRP
- Dina’s primary focus
Why Dina ended up loving multifamily

[24:55 - 27:10] Closing Segment

Final Words
Connect with my guest, Dina, in the links below

Tweetable Quotes

"I was a Training and Development Director, and this is really funny: for one of the largest Real Estate investment trusts in the country, I didn’t really even understand at the time what that actually meant!” - Dina Buchanan

“Our climate is affecting all of us. It is affecting Real Estate.” - Dina Buchanan

"Whether you align with that or not, I think we can all agree that climate extremes are going on.” - Dina Buchanan

Connect to Dina:

Reach out to their company through their website, https://pcrpgroup.com/ or follow their LinkedIn. Be a part of their Passive Investment club, it’s free to join!

Follow Dina’s LinkedIn and shoot her a message kate@kitcaster.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

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With more than 30 years' experience in distressed-asset management and borrower advocacy, Jorge Newbery founded preREO with the goal of bringing stability to neighborhoods challenged by the blight of vacant homes. He empowers investors to revitalize their communities while creating financial gains for themselves. Throughout his career, Newbery has utilized optimism and resilience to discover opportunity in adversity, founding numerous enterprises including American Homeowner Preservation, the country’s first crowdfunded distressed-mortgage investment platform and Activist Legal, a law firm facilitating default legal services, to name a couple. His book “Burn Zones,” offers lessons learned through his challenges and successes as an entrepreneur.

Let’s dive into his story!

[00:01 - 06:30] Opening Segment

Jorge’s initial thoughts on risk and returns
Taking risks that pay-off and do not
The market is widely overheated right now
- People will lose money

[06:31 - 19:06] Asset Allocation

Building wealth
- When to invest in higher-risk deals
This time is not different
Jorge’s thoughts on when to exit certain asset classes
Something has to change in the market
What history has to say

[19:07 - 22:30] Closing Segment

Final Words
Connect with my guest, Jorge, in the links below

Tweetable Quotes

"I once read many years ago that in order to expose yourself to massive potential gains, you need to expose yourself to massive potential losses.” - Jorge Newbery

"Investing your money and effort can make you have massive gains.” - Jorge Newbery

"Do what everyone else is not doing.” - Jorge Newbery

Connect to Jorge:

See more into what they do or invest with them: https://ahptitle.com/ and

https://prereo.com/

Connect to his socials: LinkedIn, Facebook, and Twitter

Reach out to Jorge through email jnewbery@ahpservicing.com

Check more of Jorge’s books on Amazon

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

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Jen has been recognized by Fortune’s Top 500 companies like Johnson & Johnson and Nestle as a business expert and high-performance leader. In 2012, she decided to take a leap of faith and changed her career trajectory to become a real estate investor.

After her first year in real estate investing, Jen found her passion for raising capital, successfully raising capital to fund real estate equity projects, acquisitions of non-performing notes, rehabs, multi-family units, hotels & other private loans that totaled $125M in assets.

Let’s dive into her story!

[00:01 - 12:22] Opening Segment

Loving and living out your passion
- Figuring out what you want to do
Getting the first deals done
- Where the creativity really happened
- Bringing family and friends together in a deal

[12:23 - 26:11] Building relationships with business partners

More into Jen’s deals
How did Jen get her development deals done
- The struggle to find capital
- The methods you can use
Communicating to potential partners
The specific rule
- Managing the finance and the books

[26:11 - 34:39] A seasoned investor’s deals

Doing whatever is currently good at the market
The assets Jen invests on
- Why Jen likes hotel
Getting what you expected on the market
Hosting immigrants

[34:40 - 38:33] Closing Segment

Final Words
Connect with my guest, Jen, in the links below

Tweetable Quotes

"I’m gonna bring something that’s of value to them, something that gets them challenged, I'm gonna be a problem solver, not just a Real Estate investor.” - Jenniffer M Maldonado-Cintron

"I won't allow you to get a loan without my approval.. I always have the lead on financing.” - Jenniffer M Maldonado-Cintron

"We gotta make sure that we’re doing so well, because otherwise we’re working for free.” - Jenniffer M Maldonado-Cintron

Connect to Jen:

Check out her website: www.jenmaldonado.com

Follow and subscribe to her social media:

YouTube, Instagram, and Facebook

Shoot her an email: jennmaldonado2017@gmail.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Chris is an average guy who had a white-collar job in the corporate world and followed the only thing he knew for decades, conventional wisdom and conventional investments. This worked relatively well until 2009 when he experienced an illiquidity event where he lost 55% of his assets and thousands of dollars per month in cash flow. Then, Chris read Robert Kiyosaki’s Rich Dad Poor Dad, and his mind was opened to a different type of investing, investing in real assets and private deals mostly insulated from the volatility, risk, and taxation of the stock market (alternative investments). In just nine years, Chris recouped the 55% he had lost and multiplied it many times over and now shares his experience and knowledge with you through this alternative investment blog at TheProlificInvestor.net.

Let’s dive into his story!

[00:01 - 09:39] Opening Segment

The 401K highway to mediocrity
The 4% rule
How did Chris reframe it for people?
- The hierarchy of investors

[09:40 - 18:49] Getting comfortable with alternative asset classes

Get off your ass and manage your money!
- ATMs
Conventional investment categories
- Liquidity
- Asset protection
- Leverage
- Insurability and returns
The disconnect of the stock market to the economy
- What happened?
Young earners and investors

[18:50 - 26:45] Crypto and Asset allocation

What’s about this new hot stuff?
- A once in a generation type of shift
Some ways to think about balancing crypto
How people respond to Chris
Is it too late for someone to invest?

[26:46 - 31:46] Closing Segment

The eclipse of 401k
Final Words
Connect with my guest, Chris, in the links below

Tweetable Quotes

"Do you know how many Americans actually achieved a million dollars of net worth? 8%... That means 82% of the country will never retire. They’ll never get there [million dollar net worth].” - Chris Odegard

"One of the things I heard last time is, the illiquidity of Real Estate is positive.” - Sujata Shyam

"What if we can prevent someone from getting into 401k mediocrity?” - Chris Odegard

Connect to Chris:

Shoot him a message: chris@jcesolutions.net

Learn more about The Prolific Investor and grab a copy of his book!

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Today’s distinguished guest is Aaron Chapman.

Aaron is an author, and he is also one of the Top 1% Nationally and Ranked amongst the top 25 in 2017-2020 by Scotsman Guide for units closed in the Real Estate Finance industry. He is highly Skilled in financing for the real estate investor aiding in the analysis and structure of multiple financed properties. Some of Aaron’s additional expertise is in Self Employment income/ Credit Analysis and owner occupied Financing. He recently retired from 9 years of service with the local Sheriff's Office Mountain/ Desert Rescue unit.

Let’s dive into his story!

[00:01 - 10:00] Opening Segment

Aaron is simply overqualified for anything
- Breaking the cycle
- Starting over for his family
Divine providence got him where he is now
The industry is full of predators

[10:01 - 24:27] Coaching others to achieve success

Aaron’s target clients
- Helping beginners to start
- How is Aaron able to help people
Aaron stirs up with some math
- Our inflation is different than theirs

[24:28 - 31:34] The power of real estate and the conflicting mindsets

Leveraging is the key
- The banks money
- No to over leverage
Good and bad debt
Biggest mistakes to look out for
- Don’t do it all yourself
- Play ball now!

[31:35 - 34:33] Closing Segment

Final Words
Connect with my guest, Aaron, in the links below

Tweetable Quotes

"Who would I be if that didn’t happen?” - Aaron Chapman

"Humans are the apex predator. We fall prey to no other species except other humans.” - Aaron Chapman

"The power of real estate investing is the power of leverage.” - Aaron Chapman

Connect to Aaron:

Follow him on LinkedIn

Shoot him an email aaron.chapman@snmc.com

Let AARON CHAPMAN and his team of mortgage experts be your guides on the treacherous trail! Get to know more about them on their website: https://www.aaronbchapman.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

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Title: How Passive can Amazon FBA be with Neil Twa

Neil Twa is the founder and CEO of Voltage Digital Marketing. He has been launching, operating, and growing private label e-commerce businesses for the last 9 years. As of today, he and his clients have sold over $100 million+ in physical products primarily through the Amazon FBA sales channel. Neil shares his blueprint for how to build an online business that can generate a passive six-figure income in just 12 -18 months, while setting up the business for potentially millions in sales within 18-24 months (or less!)

Let’s dive into his story!

[00:01 - 12:09] Opening Segment

What the heck does Neil sell?
- Building and helping brands to grow
Types of products Neil worked on
What drew Neil into this space

[12:10 - 22:41] Leveraging businesses in Amazon

Brand building phase in Amazon
Amazon as side hustle
- What Neil advises people to do
- Amazon as side hustle
Money is worth more now than later
What taxes look like in Amazon
- Infinite banking concept

[22:42 - 24:57] Closing Segment

Final Words
Connect with my guest, Neil, in the links below

Tweetable Quotes

"Over 60% of products sold on Amazon come from 3rd party sellers like us. They’re not actually sold by Amazon directly.” - Neil Twa

"Brand building creates affinity.” - Neil Twa

"Hobbies and side hustles are different.” - Neil Twa

Connect to Neil below

To grow your brand on Amazon, visit https://voltagedm.com and https://voltagedm.com/businessbuilders

Follow Neil on his personal socials:

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

Instagram: https://instagram.com/neiltwa

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

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Bobby Sharma immigrated to the United States in 1984 and earned a degree in Computer and Information Science from the University of South Alabama. After graduating with an undergraduate degree in Computer & Information Science, Bobby found work as a software developer at first in Mobile, Alabama and then in Southern California. However, Bobby always had a desire to work in Silicon Valley, so in 1999 moved to the Bay Area and in 2000 was hired by a very successful internet online meeting company, WebEx. Since then Bobby Sharma has worked for several successful startups and large technology companies such as GE, Mitsubishi Electric, Marketo and TIBCO.

Bobby Sharma bought his first house at the age of 24 in Riverside, CA where he ‘house hacked’ the 3 bedroom, 2 bath ranch house. In 2010 Bobby Sharma started buying more actively at the courthouse steps in San Jose and Oakland and got involved in Fix & Flip projects. Since 2010, Bobby has helped grow or launch several real estate companies including Roof4All.com (helped grow it from 110 doors to 600 doors), the latest venture BetterCapital.us (a PropTech startup focused on Asset Management, Education and Transaction Facilitation for real estate investors) and BetterCapitalFund.com, a technology enabled platform that allows investors to invest in debt and equity investments using small amounts and allowing real estate investors to build a portfolio. Bobby is also a partner in VoyagerPacific.com, an asset management company with $68M assets under management.

Bobby is now focused on private money lending, helping people invest for cash flowing assets, mentoring a handful of members and focusing on syndication real estate. In April 2019, Bobby Sharma ‘retired’ from his tech job to focus on investing in real estate full time and providing high quality real estate and financial literacy focused education to the members of his real estate meet up group.

Let’s dive into his story!

[00:01 - 06:19] Opening Segment

Bobby tells his story
- An immigrant who got the job done
What Bobby did for his first properties
- House hacking was doable
Where is Bobby headed next

[06:20 - 12:50] Bobby’s Property Tech Start-Ups

Bootstrapping as a novice
Where they get the data points
What’s the idea of their start-up
- Reducing double data entry
The decision that prompted Bobby to do the start-up

[12:51 - 21:55] What Bobby invests on

Multifamily and syndications
- Provides win-win situation for everyone involved
Becoming an experienced asset manager
A not so sexy asset, that has good returns
Learning from losses
- Investing in good operators
- Proceeding with caution

[21:56 - 24:03] Closing Segment

Final Words
Connect with my guest, Bobby, in the links below

Tweetable Quotes

"My modest goal was: how can I reduce my cost of living?” - Bobby Sharma

"Multifamily and syndications are very good for LPs. Whether you are an LP or GP, I think it's really amazing how you can structure the deals to benefit both. It doesn’t have to be on one loose, it’s a win-win situation for everybody.” - Bobby Sharma

"People don’t really understand how much risk, time, due diligence it takes to put a deal together. What they try to do is give their investors a good return.” - Bobby Sharma

Bobby can be found at bobby@bettercapital.us or on LinkedIn at: https://www.linkedin.com/in/bayflip/

Be a member of Bobby’s 5,000+ member real estate Meetup group!

(https://www.meetup.com/Bay-Area-Multifamily-Moguls/) and 6400+ members on Facebook (https://www.facebook.com/groups/2471420366432012/)

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Neal Bawa is a technologist who is universally known in real estate circles as the Mad Scientist of Multifamily. Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert. Neal treats his $508 million-dollar portfolio as an ongoing experiment in efficiency and optimization. The Mad Scientist lives by two mantras. His first mantra is that We can only manage what we can measure. His second mantra is that Data beats gut feel by a million miles. These mantras and a dozen other disruptive beliefs drive profit for his 440+ investors.

Neal serves as CEO / Founder at Grocapitus, an iconic, data-driven commercial real estate investment company. Grocapitus’ 28 person team acquires and builds multifamily & commercial properties across the U.S. With more than 440 active investors and over 2,000 reviewing our projects, the Grocapitus portfolio currently spans across 10 states with 22 projects (1 sold) and 3,300 units/beds. The powerful Grocapitus brand has a cult-like following of data driven investors. The result - Completed equity raises of $146 million* for Multifamily, Mixed-Use and Industrial acquisitions in the last 18 months, over 3,000 units purchased. Grocapitus is on track to close another 1,500 units in the next 12 months.

Let’s dive into his story!

[00:01 - 17:49] Opening Segment

Neal the Tech Geek
- He shares what he is ‘nerding’ about and why it matters
Neal shares about his projections currently
- What half-a-cap means
- 2022: Slight Cap compression
Don’t miss: Neal’s exclusive big three projections
How about the other asset classes?

[17:50 - 33:17] The Big Trend this 2022

The top 9 trends are all the same
- Why this is gigantic thing
- Cryptocurrency surpassed borders
Imagine if you can take Real Estate and combine it with crypto. . .
- Successfully tokenizing assets
- Nothing like this ever hit the market before
The two big changes coming to the syndication world
- It is devastating for the syndicator in the long run
- Neal mentions big companies

[33:18 - 38:08] Bill to Rent

The new asset class
- What’s the buzz?
Same same, but different.. (with multifamily)
Towards tokenizing
Why people choose this instead of buying

[38:09 - 42:35] The Bad News

Real Estate is a liquid asset class
Tokenization: most successful, more audience
This time will really come. Enjoy the party!

[42:36 - 45:45] Closing Segment

Final Words
Connect with my guest, Neal, in the links below

Tweetable Quotes

"We follow the data everywhere.” - Neal Bawa

"The amount of money that we printed in COVID is such an enormous amount that it is creating an astonishing chase for any kind of yield with multifamily being the preferred asset class, because it performed the best during COVID.” - Neal Bawa

"That’s the power of buzz; everything goes up.” - Neal Bawa

Connect with Neal:

For more up-to-date Real Estate analytics and trends, visit https://multifamilyu.com/podcasts/

Shoot him an email: neal@grocapitus.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Scott Choppin is the CEO and Founder of The Urban Pacific Group of Companies, a Long Beach, CA-based real estate development company, founded in 2000, that focuses exclusively on workforce rental housing communities throughout California and the western US. Urban Pacific has created a new housing innovation called Urban TownHouse (UTH), which pairs private capital with middle income multi-generational rental housing, while producing market superior yields on invested equity. Historically, Urban Pacific’s UTH projects have delivered 22.66% programmatic IRR yields on equity.

With over 35 years in the development business, Scott is a leader in the field, and is a regular contributor to major media outlets throughout the nation. Scott has been published in Forbes Magazine, GlobeSt.com, Los Angeles Times, Builder Magazine, Affordable Housing Finance,Affordable Housing News, and most recently, the cover and feature article about the UTH housing model in Multi-Family Executive magazine.

Scott and his wife Becky have been happily married and together for 27 years, and are raising their 3 kids in Long Beach, CA - Sean Patrick 19, Dylan 16, and Jenna 13. Scott and Becky’s three kids are the 4th generation of the Choppin family in Long Beach.

Let’s dive into his story!

[00:01 - 13:08] Opening Segment

Scott shares more about how he got started into Real Estate
- Not wanting to do what his dad did - at first
An entry point in Real Estate
- This process taught Scott how to be a Real Estate Investor
- Scott thought he knew enough
What Scott is and will be doing differently

[13:09 - 23:40] The Recession Survival Guide

Signal from the noise
- Cognitive dissonance
- Listen to the noise and pick a good signal!
Probabilistic thinking can be a good and a bad thing
- Use it wisely
Some highly important lessons Scott learned in 2008
The Inverted Yield curve is a signal

[23:41 - 43:20] Recession Resilience

The Urban TownHouse model
- Recession resistant plan for resilient families
The best rent growth they ever had
This business model is antifragile!
What makes UTH resilient?
The diversity in the demographic who acquire UTH
- Scott’s dream and philosophy
Accounting for Urban TownHouse’s future projects

[43:21 - 45:44] Closing Segment

Final Words
Connect with my guest, Scott, in the links below

Resource Mentioned

Track the current economic conditions in the world
Antifragile: Things That Gain from Disorder

Tweetable Quotes

"I was after making sure that I got trained as best I knew how to get trained to be fully self-sufficient when I finally launched years later.” - Scott Choppin

"If you’re not seasoned and get kicked out in the teeth, you get sucked into it [cognitive dissonance, stress, and worries].” - Scott Choppin

"I don’t ever want to be in a position where I’m forced to sell an asset in the middle of a recession.” - Scott Choppin

Connect with Scott through his socials: Twitter, Instagram, Facebook, and LinkedIn

Learn more about the premier residential and commercial project developers, Urban Pacific

Shoot Scott an email choppin@urbanpacific.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Antifragile: Things That Gain from Disorder (Incerto)

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Title: An Unswerving Commitment to a Dream with Steve Rozenberg

An international commercial airline pilot who, after the tragedies of 9/11 was forced to realize that his “Safe and Secure Career” was nowhere near as safe and secure as he had thought. Steve chose real estate investing to be able to control his own destiny and create his own generational wealth.

Steve created the fastest growing property management company in the state of Texas. Managing over 1,000 properties across 3 major metropolitan cities. Steve built the business up and created maximum cash flow positioning his company for a very profitable exit.

Along with growing his property management company, Rozenberg has flipped, owned, and wholesaled hundreds of single-family homes and apartment complexes across the US. Parlaying all of the success from real estate investing and property management growth. Steve has gone on to be one of the most well-known influencers in the Real Estate Community, he is a top contributor to BiggerPockets as well as other top level Real Estate platforms. He has been a guest and collaborated on countless panels, webinars, masterminds, conferences, podcasts as well as being a published author and popular speaker.

Let’s dive into his story!

[00:01 - 09:45] Opening Segment

Let’s welcome my guest for today’s show, Steve Rozenberg
Steve shares us how his life turned around due to Real Estate
The end of the big dream
The power of leverage

[09:46 - 27:13] Rude Awakening: Money can’t make you happy

What the 2008-2009 crisis was like for Steve
Keep in mind not to lose money
Have multiple exit strategies!
Does your money make you happy and successful?
- Figure out your happy spot
- How Steve help people identify and manifest their goals
How does Passive Investing fit into Steve’s portfolio
- You’re here for not so long a time
- What do you want to do with your time?
Passive Investing is the Ultimate leverage

[27:14 - 29:29] Closing Segment

Final Words
Connect with my guest, Steve, in the links below

Tweetable Quotes

"There’s no rules in Real Estate.” - Steve Rozenberg

"The only reason that I am where I am in life is because I said yes to doing these unknown, scary things called Real Estate. I kept getting beat up, but I kept going.” - Steve Rozenberg

"I don’t believe that you need a plan B or a plan C. I think if you have a plan A, then you have multiple exit strategies.” - Steve Rozenberg

Shoot Steve a message through his email, steve@steverozenberg.com

Follow him on his socials: Facebook and Instagram

Check out their company’s website https://steverozenberg.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

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Title: Living A Frugal Life in the Investing World with Rob Beardsley

Rob Beardsley oversees acquisitions and capital markets for Lone Star Capital and has acquired over $100M of multifamily real estate. He has evaluated thousands of opportunities using proprietary underwriting models and published the number one book on multifamily underwriting, The Definitive Guide to Underwriting Multifamily Acquisitions.

Let’s hear more of his story!

[00:01 - 07:09] Opening Segment

Let’s welcome my guest for today’s show, Rob Beardsley
Rob shares to us how and why he got into the Real Estate
Multifamily compared to stocks investing
It is NOT exciting at the beginning

[07:10 - 33:39] Living a Frugal Life in New York

The difference between what Rob earns and what he spends
Become successful by gamifying it
Tools Rob use to keep track of his finances
Avoiding becoming a lifestyle creep
Rob’s syndication deals
Not finishing college
Numbers have always been interesting for Rob
Some underwriting value and what investors should watch out for
Bridge loans in this day and age
Focusing on the Houston market
Working around with potential flood risk
Conservative underwriting
On Cap Rates

[33:40 - 35:22] Closing Segment

Final Words
Connect with my guest, Rob, in the links below

Tweetable Quotes

"I’m human, just like all people, and I’m emotional. Being an emotional human is not a good thing when it comes to investing in the stock market.” - Rob Beardsley

"It doesn’t matter to me where I live or how I live, my cost of living is going to be so much lower than my income.” - Rob Beardsley

"Make sure your investments are happening first.” - Rob Beardsley

Shoot Rob a message through his email, rob@lonestarcapgroup.com,

connect with him through LinkedIn,

And check out their website www.lscre.com for exclusive updates, perks, and resources

Get in touch with them through their contact form

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Win by Learning from Your Losses with Melanie McDaniel

Melanie's real estate journey began in 2015 when she read Rich Dad, Poor Dad by Robert Kiyosaki. It completely shifted her mindset about money and wealth. She was a law enforcement park ranger at the time, and it took until 2017 for her to prepare to leave the W-2 government job to jump into real estate full time. She started as a real estate agent and went full time into real estate syndication in early 2020. Melanie owns a 24-unit property in Norfolk, Virginia with partners, she is a limited partner on a 276 unit apartment in Huntsville, Alabama, she is a private equity fund manager, a Co-Sponsor in luxury residential assisted living portfolio in Dallas, TX, and a Co-GP in an industrial net-lease in Longview, TX.

Let’s hear more of her story!

[00:01 - 06:59] Opening Segment

Let’s welcome my guest for today’s show, Melanie McDaniel
How and why Melanie got started in Real Estate
Deciding to follow her father’s path
The jump

[07:00 - 21:40] A Clean Slate Start

Melanie chose Multifamily is a stepping stone to Real Estate
Realtors, consider putting money on syndications
What happens to a deal when there’s loss
Passive Income Investments and the beauty of being a RE professional
What asset classes Melanie is looking for
Diversification: Cashflow matters!
Unique aspects of Industrial

[21:41 - 23:38] Closing Segment

Final Words
Connect with my guest, Melanie, in the links below

Tweetable Quotes

"They were awakened to this new idea that: you don’t need to trade your time and money, instead, your money can make you money.” - Melanie McDaniel

"If I don’t do the work, the work doesn’t get done.” - Melanie McDaniel

"We used to say: if you’re really good at one thing, invest in that. Now, I really believe we need to be diversified. I think Real Estate should be a huge part of that investment portfolio.” - Melanie McDaniel

Shoot Melanie a message through her email, melanie@freestylecapitalgroup.com

Follow and subscribe to her socials: Facebook, Instagram, Twitter, and YouTube

Don’t forget to check out their website www.freestylecapitalgroup.com for exclusive perks and resources

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

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Title: Don’t Hold Back, Don’t Delay: Scale While You Can with Chris Grenzig

Chris is the Founder of JAG Communities which is a vertically integrated multifamily focused investment firm based in Jacksonville, FL. Chris started investing in real estate in 2016 by attempting to flip houses in Long Island, NY. After months of failing, he attempted out of state flips, purchasing tax deeds, and finally found his footing in multifamily. Chris joint ventured on just over 100 units, before joining Toro Real Estate Partners as their head of Florida operations. Toro purchased 4000 units worth $300 mil, with 1000 units in Florida over 4 and half years. Chris eventually left Toro in Nov 2020 to start his own company which owns and manages small to mid-sized apartment complexes in Jacksonville, MSA. JAG Communities currently owns and manages 40 units worth $3 million, with a 10-year vision to scale to $500 million AUM.

Let’s hear more of his story!

[00:01 - 09:53] Opening Segment

Let’s welcome my guest for today’s show, Chris Grenzig
Chris shares how and why he got into the real estate industry
The birth of JAG Communities
Don’t delay!

[09:54 - 27:53] Falling into the hands of Real Estate

Why Chris self-managed without Property Managers
The lack of understanding and the desire to do better
What JAG looks for in doing Value Add deals
A balanced proactive approach
What are classified as Deep Value Add deals
Risk-Reward ratio in Real Estate
Choosing Jacksonville as their market
How they find deals these days

[27:54 - 29:36] Closing Segment

Final Words
Connect with my guest, Chris, in the links below

Tweetable Quotes

"You won’t really know if you like it if you start doing it.” - Chris Grenzig

"I wanna find deals where we can do a ton of value and create a great asset that cashflows and reap the rewards for a few years, and then eventually sell after five or ten years, whatever it is.” - Chris Grenzig

"The better you understand the market, the less risk you have.” - Chris Grenzig

Shoot Chris a message through his email, chris@jag-communities.com

Visit their website www.jag-communities.com for exclusive perks and information about their upcoming projects and deals

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

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Title: Losing Nothing and Gaining Everything with John Chelius

Here's a few introduction from John:

I started my career in Los Angeles helping large institutional groups like Colony Capital and Tricon Residential buy, renovate, and manage large single family home portfolios in Southern California. Starting in 2014 I started buying and managing workforce apartment buildings in California, Texas, and Arizona and have sponsored more than 1,700 units, most of which we still own.

Let’s hear more of his story!

[00:01 - 09:15] Opening Segment

Let’s welcome my guest for today’s show, John Chelius
John shares how and why he got into the Real Estate
Switching over to Multifamily
How did John purchase 400 units?

[09:16 - 30:26] Wins, Losses, and Challenges of an Operator

Refinancing from previous bumps
On ratios and cash flow levels
Lessons learned about renovating many buildings at the same time
- Learn what you ought to learn
- Build lasting relationships with your partners
Creating a system that works
Why John moved and what’s about that market dynamics
A challenging market and the LA market
COVID-19 and tenants
Adapting to constant change and stress

[30:27 - 32:52] Closing Segment

Final Words
Connect with my guest, John, in the links below

Tweetable Quotes

"Each building is different.” - John Chelius

"We ended up establishing really solid relationships with not only general contractors but also subs to do individual line up at work... That took a while, but that’s an important part of what we’re doing.” - John Chelius

"It is extremely competitive right now, trying to buy any kind of apartment building.” - John Chelius

"We almost never buy buildings that have rent control… The entire state of California actually now has rent control.” - John Chelius

Shoot John a message through his email, john@montlakere.com

Connect with him through LinkedIn, and don't forget to check out their website www.montlakere.com for exclusive perks and resources

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Having the Freedom to Live Life in Your Own Terms through Financial Independence with Chris Larsen

Chris Larsen is the founder and Managing Partner of Next-Level Income, through which he helps investors become financially independent through education and investment opportunities. Chris has been investing in and managing real estate for over 20 years. While completing his degree in Biomechanical Engineering and M.B.A. in Finance at Virginia Tech, he bought his first single family rental at age 21. During his subsequent career in the medical device industry, Chris expanded into development, private-lending, buying distressed debt as well as commercial offices, and ultimately syndicating multifamily properties. He began syndicating deals in 2016 and has been actively involved in over $400 million of real estate acquisitions.

In addition to real estate, Chris has invested in equities, oil & gas, and small business lending, as well as being active in Venture South, one of the nation’s Top 10 Angel Investing groups. Chris lives with his wife and two boys in Asheville, NC where he loves spending time with them outdoors and enjoying the food and culture that the region has to offer.

Let’s hear more of his story!

[00:01 - 06:46] Opening Segment

Let’s welcome my guest for today’s show, Chris Larsen
Chris shares his background and how he got into the Real Estate space
His best friend’s death and his investing path

[06:47 - 30:29] Take it to the next level

Day trading in the 90’s - the parallels then and now
- Real Estate cycles
- Be careful!
Characterizing the mid-cycle slow down
- Overlay over these cycles
- Different demographic segments, different rent rates
How Chris is preparing for the next 3 to 5 years
We don’t have enough
Conscious capitalism
Things that supercharged Chris’ investing to the next level
- Hire mentors for your better good!
Development is an opportunity to flex your creative muscles
Get really good at solving problems
Important metrics for evaluating investments

[30:30 - 32:00] Closing Segment

Final Words
Connect with my guest, Chris, in the links below

Resource Mentioned:

The Secret Life of Real Estate and Banking

Tweetable Quotes

"One of my strengths is my discipline and regimented activities.” - Chris Larsen

"There's data that if you lose somebody at a young age, it changes you. . . There’s a correlation between successful people and losing somebody at a young age.” - Chris Larsen

"History doesn’t repeat itself, but it rhymes.” - Mark Twain

Shoot Chris a message through his email, chris@nextlevelincome.com

Give him a call at 828-768-8700, and video call at Skype

Follow him at Facebook, Instagram, and LinkedIn

Get a free copy of Chris’ book by going to their website: https://www.nextlevelincome.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

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The Secret Life of Real Estate and Banking

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Title: A Successful Sustainable Initiative with Scott Krone

Mr. Krone is a Chicago native whose career in architecture began in 1991 by pursuing his Masters of Architecture from the Illinois Institute of Technology. While obtaining his degree, he also worked as a Project Manager for Optima, Inc. During his time at Optima, Krone’s responsibilities included such notable projects as the 400 unit Coromandel in Deerfield, IL, the 40 unit HedgeRow in Winnetka, IL, and the 51 unit Optima Center Wilmette in Wilmette, IL.

In 2012, Krone founded Coda Management Group – a firm who specializes in managing real estate assets. Since its inception, Coda has managed a wide range of real estate including single and multi-family homes, retail, commercial warehouse and self-storage and multi-use flex athletic spaces. Currently, the platform of investments is in excess of $60 million.

In 1998, Krone founded Coda, an award winning Design + Build | Sustainability | Consulting firm. Since its inception, Coda has won numerous design/build awards including the international Green GOOD Design Award in 2010, Best of Houzz 2014 and 2015, and Design Evanston Award. Their work has been featured in notable publications as Dream Homes - Chicago, Midwest Luxury Homes, Crate & Barrel 2010 Best Catalogs, NBC TV Show Taste, and national ACE Hardware Commercials.

In addition, Krone has authored High Performance Homes – Navigating the Green Road to Your Dream Home, a book for homeowner’s seeking to incorporate green technology into their home.

Let’s hear more of his story!

[00:01 - 09:03] Opening Segment

Let’s welcome my guest for today’s show, Scott Krone
Scott tells us how he got into the Real Estate space
Why did their family decide to sell their business at the time
Scott shares about his first project that he did
The taste of reality

[09:04 - 26:14] Make Houses Green and Sustainable

Starting Coda
Is a ‘green’ and sustainable house part of the company’s business model
Green Technology Education to the community
The strong desire to build
Going Green vs. their potential earnings
Multifamily developments and value add
Turning the development inside out
Real money is made in development
The focus of Scott’s company these days
What drew Scott into Self-Storage asset class
Scott likes to be in the front end of the curve
What Scott and his company looks for in properties they turn around
What has led to Scott’s success
What Scott does in his free time
Scott’s family and their involvement in the family business

[26:15 - 28:23] Closing Segment

Final Words
Connect with my guest, Scott, in the links below

Tweetable Quotes

"My perception of Architecture was a little bit askewed.” - Scott Krone

"People assumed solar panel means ‘green house’.” - Scott Krone

"The biggest money is made when you change the program or development of something. . . If you’re not changing the program, then you’re not inherently changing the generational wealth for the wealth of the project.” - Scott Krone

Shoot Scott a message through his email, skrone@codamg.com

Reference their company and see what they have to offer to you. Reach out to them for a free copy.

And do not miss their company’s website, www.codamg.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Women Hustle Differently from Men with Mandy McAllister

Mandy McAllister is a multifamily real estate investor, mindset ninja, eternal learner, coach and dot connector. She has a Master’s Degree in Economics, began her professional career at the Chicago Board of trade before transitioning to Medical Device Sales. After many years of “chasing commission” she has made it her mission to secure financial freedom for her family and others through syndications and coaching individuals to realize their personal potential.

Her real estate expertise includes repositioning underperforming assets to increase cash flow and value. Her portfolio currently comprises 353 doors, primarily B- class workforce housing. Mandy has found success in college towns with student housing as well as urban centers. Her passion is to help others define their path to financial freedom especially women through her platform, Aspiring Women Achieving More. She is most proud to be mama to her hilarious 5-year-old son Duncan who, coincidentally, wants to be a real estate investor when he grows up.

Let’s hear more of her story!

[00:01 - 13:17] Opening Segment

Let’s welcome my guest for today’s show, Mandy McAllister
Mandy shares to us her Real Estate background
How did she get into the Real Estate business
Switching at age 35 to take action
Mandy shares about her first deal
How did Mandy grow?

[13:18 - 30:17] Women chasing a life by design

How did Mandy purchase her properties
Mandy as a landlord
Mandy not pursuing medicine
What made Mandy decide to grow her own portfolio
Being paid forever
What helps people push past their limitations
Be prepared and comfortable for the worst case scenario
The financial freedom calculator
The kinds of deals Mandy is working on these days

[30:18 - 32:04] Closing Segment

Final Words
Connect with my guest, Mandy, in the links below

Tweetable Quotes

"Women and men kind of approach things differently.” - Mandy McAllister

"You make money with your money, you make efforts with your efforts.” - Mandy McAllister

"I just kept asking the right question.” - Mandy McAllister

"Be willing to fail so you can get past it [your limitations].” - Mandy McAllister

Shoot Mandy a message through her email mandy@mandymcallister.com

Connect with her socials: Facebook, Instagram, LinkedIn and check out her website www.Mandymcallister.com for her financial freedom calculator and other free

See more of Aspiring Women through their Instagram, and join their Facebook group https://www.facebook.com/groups/awamgroup/

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Getting Through Difficult Periods in Real Estate with Brian Burke

Brian Burke is President / CEO of Praxis Capital Inc, a vertically integrated real estate private equity investment firm.

Brian has acquired over half a billion dollars’ worth of real estate over a 30-year career including over 3,000 multifamily units and more than 700 single-family homes, with the assistance of proprietary software that he wrote himself. Brian has subdivided land, built homes, and constructed self-storage, but really prefers to reposition existing multifamily properties. Brian is the author of The Hands-Off Investor: An Insider’s Guide to Investing in Passive Real Estate Syndications, and is a frequent public speaker at real estate conferences and events nationwide.

Let’s hear more of his story!

[00:01 - 12:15] Opening Segment

Let’s welcome my guest for today’s show, Brian Burke
What got Brian to work in Real Estate
Having no idea what you want to do in life
Highs and lows of Brian’s Real Estate experience
Coping with the recession and financial collapse
What Brian should have done differently

[12:16 - 28:19] Less debt, less risk

Rule of thumb in leveraging
Reasons why they project low returns
Lower risk category
Class C is a difficult road
Development and Repositioning
The main reason Brian don’t want to do development anymore
Mitigating risk in investing in Real Estate
What inspires Brian to write his book: The Hands Off Investor
The worst questions to ask
How did Brian make it mentally

[28:20 - 30:12] Closing Segment

Final Words
Connect with my guest, Brian, in the links below

Resource Mentioned:

The Hands-Off Investor: An Insider’s Guide to Investing in Passive Real Estate Syndications

Tweetable Quotes

"There’s always those highs to think about, but this business is cyclical and there’s lows too.” - Brian Burke

"No matter how much you read about things that can go wrong, until you actually experience it, you’ll never really feel the whole weight of it.” - Brian Burke

"The less, the better.” - Brian Burke

Shoot Brian a message through his email brian@praxcap.com

Connect to his Instagram, BiggerPockets, and LinkedIn

Get to know more about PraxCap through their LinkedIn, Instagram, Twitter, and Facebook

Don’t forget to check out their website www.PraxCap.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

The Hands-Off Investor: An Insider’s Guide to Investing in Passive Real Estate Syndications

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Title: It is not I but We in Real Estate with David Coe

David is a Realtor® and Investor who specializes in working with developers. David runs the COE Real Estate Group which is based in the South Bay of Los Angeles. Besides being one of the top Keller Williams teams for residential sales in the South Bay, Coe Real Estate also has a New Construction division that specializes in selling infill residential projects in the greater LA area. As an investor, David is a partner in Capital Stack Investments. Capital Stack is focused on raising capital and investing in short and long-term residential new construction projects. David also founded the South Bay chapter of For Investors By Investors, a real estate investment club that is 100% focused on education and networking with absolutely ZERO sales pitches allowed. He’s an avid hiker and a damn good cook.

Let’s hear more of his story!

[00:01 - 08:16] Opening Segment

Let’s welcome my guest for today’s show, David Coe
Where David started and how he started at Real Estate
Real Estate is very entrepreneurial
Not working but always on
- An enjoyable time with a complex schedule

[08:17 - 26:51] Build a Deal to Get the Deal

Primary Benefits of Self-Directed IRA’s
Real Estate does things that others can’t do
Back then: “You can’t”, instead of: “we don’t”
Deciding to do what you want to do
The trend for the next five years
The complexity of the California market
Housing crisis and the aim to solve it
Creation is the natural ebb and flow of humanity
The risk and reward conversation
- High risk, high returns
The impact and benefits of the Phoebe Group for David

[26:52 - 29:05] Closing Segment

Final Words
Connect with my guest, David, in the links below

Tweetable Quotes

"There’s no “I” in Real Estate.” - David Coe

"Self-Directed IRA allows you to invest in what you really know.” - David Coe

"The only way to solve the housing crisis in California and in any other City in the world is to generate more housing. It’s the only way to do it.” - David Coe

"Development is for people that are willing to take a little higher risk.” - David Coe

Shoot David a message through his email david@coeregroup.com

And checkout their company’s website www.capitalstackinvestments.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Clarifying Asset Protection and the Many Misconceptions on LLC with Brian T. Bradley, Esq.

Brian T. Bradley, Esq. is the Senior Managing Partner at Bradley Legal Corp and is a leading Educator and nationally recognized Asset Protection Attorney for High Risk Professionals, Entrepreneurs, Real Estate Investors and Ultra High Net Worth Families. Collectively they are protecting over 5 Billion worth of assets. Brian’s goal is to give you "peace of mind" knowing your assets are safe. Brian was selected to the Best Attorneys of America List 2020, Lawyers of Distinction List 3 years in a row 2018 through 2020, Super Lawyers Rising Star List 2021 and 2015, nominated to America’s Top 100 High Stake Litigators List and the Top 100 in Real Estate. Brian also writes and teaches on Advanced Estate and Strategic planning, and is a featured speaker at numerous Investment Summits, Real Estate, Cashflow, Finance and Life Coaching shows.

Let’s hear more of his story!

[00:01 - 2:54] Opening Segment

Let’s welcome my guest for today’s show, Brian
If you haven’t heard about Brian’s previous episode with us, you should definitely check that episode out.

[02:55 - 33:55] A Deep Dive into LLC

Brian shares about the misconceptions held about the LLC Space
Three big problems in creating business entities
Is there a way to get tax benefits while being disregarded and still get protection?
The “next level protection”
Legally register your LLC in the state you’re living in!
On registering your LLC in a state you are not a resident in
What proper asset protection should look like
A limited partnership management
How is setting up a limited partnership different
Brian’s advices for those who wants to take transition
The third level of protection: Asset Protection Trust

[33:56 - 36:41] Closing Segment

Final Words
Connect with my guest, Brian, in the links below

Tweetable Quotes

"What being disregarded means is that the IRS is not taxing your business separate from you.” - Brian T. Bradley, Esq.

"What you need to realize is as you are building assets, there’s better ways to accelerate wealth.” - Brian T. Bradley, Esq.

"Real Estate is just different.” - Brian T. Bradley, Esq.

Shoot Brian a message through his email brian@btblegal.com

And checkout their company’s website www.btblegal.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Breaking Free from Golden Handcuffs with Brandon Bruckman

Welcome back to today’s show! Today’s show is Brandon Bruckman. Brandon assists clients through 1031 Exchange into passive assets.

Let’s hear more of his story!

[00:01 - 08:35] Opening Segment

Let’s welcome my guest for today’s show, Brandon Bruckman
Where was Brandon before doing Real Estate
What drew Brandon into the Space
The hedge fund life in a nutshell

[08:36 - 23:04] The 1031 Exchange Space

What brought Brandon into the 1031 space
Know yourself and what’s right for you
1031 101
1031 and Syndications
Delaware Statutory Trust and 1031
Issues to consider when taking DST
LP’s can’t do 1031 exchange

[23:05 - 24:58] Closing Segment

Final Words
Connect with my guest, Brandon, in the links below

Tweetable Quotes

"Entrepreneurship is not for everybody.” - Sujata Shyam

"I can’t underestimate: before thinking about even selling your property, have that conversation with a CPA that you really understand Real Estate.” - Brandon Bruckman

"Can’t do the 1031 exchange though if you’re a limited partner. You have to be a little bit more creative.” - Brandon Bruckman

Got any 1031 exchange questions?

Shoot Brandon a message through LinkedIn, email, brandon@investwithinsight.com

Check out their website www.investwithinsight.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Grinding as a Young Man in the Real Estate Space with Axel Ragnarsson

Axel is an active real estate investor and is based in Boston, MA. He purchased his first multifamily property during his sophomore year at the University of New Hampshire where he earned degrees in Finance and Entrepreneurial Studies.

It was in his studies of alternative investments that he became interested in real estate investing, leading to the founding of his real estate investment firm, Brickleaf Properties. Currently, Brickleaf Properties owns approximately $7.2M in multifamily real estate, has flipped numerous homes, and has been a principal party in $18M+ worth of transactions.

Axel is also the host of The Multifamily Wealth Podcast, which is one of the most highly rated multifamily real estate podcasts in the industry.

Axel’s super power in the Real Estate Syndication business is establishing partnerships, building a following on social media.

Let’s hear more of his story!

[00:01 - 08:02] Opening Segment

Let’s welcome my guest for today’s show, Axel Ragnarsson
Axel shares about his first deal as an undergraduate student
Looking back in retrospect and asking “why?”

[08:03 - 21:20] Fending for yourself in the business space

Challenges and lessons Axel met along the way
A big win moment
Young and Young and business
Things Axel invests on
Hiring VA to help him out
Low points that Axel experienced
The kind of deals Axel is looking for
Logistical challenges

[21:21 - 22:57] Closing Segment

Final Words
Connect with my guest, Axel, in the links below

Tweetable Quotes

"I knew I was never gonna work for somebody else.” - Axel Ragnarsson

"It’s important to know what you don’t want to do.” - Axel Ragnarsson

"I was so scared to invest in a business above and beyond what I simply had to do.” - Axel Ragnarsson

Connect to my guest, Axel, through Instagram, LinkedIn, and email axel@brickleafproperties.com

Don’t forget to go to their company’s website www.brickleafproperties.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Agricultural Real Estate is Legacy with Tracy Hubbard

Welcome to today’s show! We’ll be having Tracy for the third time on our show. Here’s a few things about Tracy:

Tracy is a real estate investor and syndicator, professional Forex trader, and serial entrepreneur having owned and operated 6 companies across various industries.

Let’s hear more about his story!

[00:01 - 02:20] Opening Segment

Let’s welcome my guest for today’s show, Tracy Hubbard

[02:21 - 24:02] Tracy’s current project

A little about Tracy’s background
Cattle business and ranch yard
What convinced Tracy to get into this new deal
- Permanence and legacy play
Why wine business is not much considered
Texas is an AVA!
- A rapidly growing industry
- Getting the right knowledge
A long-term wait for return
Characterizing the risks and mitigating them
Farming is a scientific business

[24:03 - 26:56] Closing Segment

Final Words
Connect with my guest, Tracy, in the links below

Tweetable Quotes

"Don’t think about going into the cattle business thinking you will make a bunch of money, because you’re not.” - Tracy Hubbard

"This is a permanent crop when you plant a vineyard. They last 25 years easily, so it’s a long-term play.” - Tracy Hubbard

"Texas is one of the biggest wine producers in the United States.” - Tracy Hubbard

Connect to my guest, Tracy, by email tracy@hubbardcapitalgroup.com

Phone him at: 817 291 5766

Don’t forget to check out their website, www.HubbardCapitalGroup.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Know Thy Market with Tracy Hubbard

Tracy is a real estate investor and syndicator, professional Forex trader, and serial entrepreneur having owned and operated 6 companies across various industries.

Let’s tune in to his story!

[00:01 - 08:08] Opening Segment

Let’s welcome my guest for today’s show, Tracy Hubbard
Tracy shares to us how his first syndication went
What held Tracy back before getting to the first deal
A lesson Tracy learned the hard way

[08:09 - 28:22] Doing Deals is a Team Sport

Guidelines to follow on contingency
More on Tracy’s first syndication
- Awesome facilities such as dog parks
- Renovations and occupancy rates
Pictures tells most of the story
- Be honest and tell your clients (immediately)
When you do deals around town
Don’t be a hard-nose kind of person
A compelling reason to continue
Preparing for the worst and hoping for the best
The second deal
- A distressed property
Key to building a good relationship with brokers
Staying along with the mentor

[28:23 - 30:32] Closing Segment

Final Words
Connect with my guest, Tracy, in the links below

Tweetable Quotes

"Have a contingency capital.” - Tracy Hubbard

"Not that you can charge more for dog parks, but it attracts people that have pets. We know pets are a big part of people's lives… Dogs, they’re like family.” - Tracy Hubbard

"Bad news does not age well.” - Unknown

Connect to my guest, Tracy, by email tracy@hubbardcapitalgroup.com

Phone him at: 817 291 5766

Don’t forget to check out their website, www.HubbardCapitalGroup.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Don’t Fall In Love with A Single Asset Class with Ted Greene

Ted has nearly 30 years in the financial services industry, 25 of those as an investment advisor with firms like Merrill Lynch, and more recently with Spartan Investment Group.

Let’s tune in to his story!

[00:01 - 08:05] Opening Segment

Let’s welcome my guest for today’s show, Ted Greene
Ted shares to us his Real Estate background
A recap on our previous conversation with Ted

[08:06 - 38:46] What Investors Should Look for in Commercial Real Estate

Setting the context straight
Are you excited about this investment?
Diversification increases probability of successes
Net Operating and Tertiary Markets
Describing cap rates to beginner investors
Stable investments
Be mindful of your investments!
Institutional capital investing’s effects

[38:47 - 42:16] Closing Segment

Final Words
Connect with my guest, Ted, in the links below

Tweetable Quotes

"Don’t invest in anything that you are not excited about.” - Ted Greene

"Our mission [at Sparta] is to improve lives through Real Estate.” - Ted Greene

"The notion is; have a diversified portfolio.” - Ted Greene

Reach out and connect to my guest, Ted, through LinkedIn

And email him at ted@spartan-investors.com

Check out their website www.spartan-investors.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Just Do It! with Dani Beit-Or

With over 18 years of experience investing in US real estate, Dani uses his knowledge and experience to secure financial growth for beginners to experienced investors.

Since 2004, Dani has worked with many hundreds of investors on close to 5,000 transactions, helping them to build strong real estate property portfolios by investing in various US metros.

Dani helps both beginners and experienced investors by customizing each strategy based on experience, age, goals, knowledge, and financial abilities.

Let’s tune in to his story!

[00:01 - 12:34] Opening Segment

Let’s welcome my guest for today’s show, Dani
How and why did Dani got into Real Estate
Navigating the path of uncertainty to certainty
On risky investments
How is US Real Estate attractive for Dani

[12:35 - 34:16] A Mortgage Miracle

Technology before was not as supportive as today
Grinding to be knowledgeable and professional
Advices to people who wants to get started in real estate
The biggest of challenges: time and focus
Common issues with Dani’s students
Living through the 2008 crash
What would Dani do differently as he goes forward
The next big crash is coming

[34:17 - 37:48] Closing Segment

Dani’s syndication experience
Final Words
Connect with my guest, Dani, in the links below

Tweetable Quotes

"I didn’t know what the answer was. . . but I knew that I’m not willing to accept my fortune cookie, so to speak.” - Dani Beit-Or

"In order to benefit myself, I have to do it [real estate].” - Dani Beit-Or

"Go to the side and sit down for 5 minutes with yourself and ask yourself a few difficult questions but critically important ones that will help you create some clarity about what kind of real estate you should be doing.” - Dani Beit-Or

Reach out and connect to my guest, Dani, through email dani@simplydoit.net

Follow his Twitter, Instagram, and subscribe to his YouTube channel

Don’t forget to check out their website, www.SimplyDoIt.net

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Getting Over Your Pride and Seeking Help with Tom Schwab

Have you ever thought your digital marketing might actually be hurting your business? That you are not “breaking through the noise”, you are just adding to it? Perhaps you are not “one funnel away”. Maybe that funnel is stopping the big fish you want. Our guest today has a refreshingly new view.

Tom Schwab asks you to consider that you are just One Conversation Away. That’s the title of his new book based on his experience and that data working with over 700 leading brands as the Chief Evangelist Officer at Interview Valet.

Let’s tune in to his story!

[00:01 - 07:20] Opening Segment

Let’s welcome my guest for today’s show, Tom Schwab
How Tom got into the Real Estate business
What got Tom into the Syndication world
Having no idea with the new world as an Engineer

[07:21 - 18:07] Embracing Real Estate Syndications

How long did it take Tom to get comfortable with Real Estate
Using syndications for his own portfolio
Older and wiser
It’s good to learn from own mistakes
- But it is far better to get expert help
One Conversation Away concept
Tom’s motivation for investing in Real Estate
Tom shares to us his business
- Giving people a chance to get to the right deal

[18:08 - 20:16] Closing Segment

Final Words
Connect with my guest, Tom, in the links below

Tweetable Quotes

"My vision of Real Estate was clogged toilets and mad tenants.” - Tom Schwab

"I believe that everything is just one conversation away.” - Tom Schwab

"I’ve learned from enough of my mistakes. My life is painful.” - Tom Schwab

Reach out and connect to my guest, Tom, through email tom@interviewvalet.com

You can also reach him through his Facebook pages:

https://www.facebook.com/ThomasSchwab/

https://www.facebook.com/InterviewValet/

Follow his Twitter, LinkedIn, and Instagram, and don’t forget to visit their website

https://interviewvalet.com/

If you want a rich life and a profitable business, Tom believes you are just One Conversation Away.

One sheet can be found here https://www.dropbox.com/s/qqkvr7ym32d37k2/Tom%20Schwab%20One%20Sheet.pdf?dl=0

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Lorraine Beato is a real estate sales executive with Atlanta’s Residences – eXp Realty. She is the author of Flip the Switch, a practical guide for real estate agents and professionals ready to take their experience in real estate to the next level by investing in real estate and real estate-related assets in order to build wealth and secure their retirement. Beato has been actively involved in her passion, restoring old homes to their former glory while including modern, unique touches, for nearly three decades and specializes in repurposing old/discarded items and architectural remnants to achieve her signature look. One of her showcase renovations, a single-family residential home in Portugal, was featured in Think Realty Magazine’s International Renovation Rockstars series, and her listings have also featured on HGTV’s popular series House Hunters.

Beato has been a full-time, successful REALTOR® for 20+ years and specializes in thinking outside the box to get clients to the closing table fast. Combined with her personal experience trading mortgage-backed securities with Merrill Lynch and building her own retirement portfolio using a variety of creative strategies to acquire properties and improve their cashflow, Beato’s ability to negotiate and navigate her clients’ way to winning investments has made her a favorite with investors nationwide who trust her to acquire, improve, list, and sell their properties when they are not able to personally manage projects in the Atlanta area.

Whether you are a retail buyer or seller looking for representation, an active real estate investor seeking the ideal agent to take your acquisitions and closings to the next level, or a real estate agent or professional ready to “flip the switch” in your own life and start generating life-changing returns in an industry you already know well, Lorraine Beato has the answers you are looking for. Reach her at LorraineBeato.com and order her book, Flip the Switch on Amazon right now.

Let’s tune in to her story!

[00:01 - 06:24] Opening Segment

Let’s welcome my guest for today’s show, Lorraine Beato
Key highlights of Lorraine’s Realtor life
What women can do to get in the Real Estate game
- Closing the investing gap

[06:25 - 19:21] Lorraine did it for herself

Lorraine’s book
- Why did Lorraine write it
Agents are not taught to invest
How fix and flips work
Flip to Switch theory
Investing in Syndications
Why does Lorraine do what she does
Lorraine’s winning mindset
Conserve and Preserve

[19:22 - 21:10] Closing Segment

Final Words
Connect with my guest, Lorraine, in the links below

Resource Mentioned:

Flip the Switch: from Real Estate Agent to Real Estate Investor

Tweetable Quotes

"I learned very early on to stand my ground. If I know something I will stand by what I know I won’t let anyone push me or doubt me. If I know I’m right, I will fight you to the nail.” - Lorraine Beato

"I may not have a lot of cash in the bank, but I am actually an accredited investor.” - Lorraine Beato

"I am persistent and I don’t give up easily at all.” - Lorraine Beato

Reach out and connect to my guest, Lorraine, by emailing her at beatol@comcast.net

Follow Lorraine at LinkedIn, Instagram, and send her a personal email at LorraineBeato@gmail.com

Don’t forget to check out her website https://lorrainebeato.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Flip the Switch: from Real Estate Agent to Real Estate Investor

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Title: REIT investments and the Future of Real Estate with Deidre Woollard

Deidre Woollard is a writer and editor with two decades of experience covering all aspects of real estate from luxury residential real estate to the latest in proptech. Her passion for real estate writing started when she created the first Estate of the Day column online but her interest in the business began long before that. Real estate investing is a family tradition and she hails from a long line of landlords, renovators, and contractors currently invested from Massachusetts to California.

She created the Ask A Realtor feature at Realtor.com and has led marketing and communications at top residential real estate brokerages. She has an MFA in Writing from Spalding University and is currently writing a book on real estate crowdfunding which she believes is poised for a massive upswing.

Let’s tune in to her story!

[00:01 - 03:06] Opening Segment

Let’s welcome my guest for today’s show, Deidre Woollard
Deidre tells us how and why she got into the Real Estate space

[03:07 - 23:17] REIT investment matters

Important things to know about REIT investing
How does Crowdfunding space relate to REITs
Financial Considerations for REIT investments
Hurdles people need to get over
REITs do vary over time
MillionAcres wins and existence
A type of REIT that Deidre favors
An expose on the current trends
The future of retail
Change and Adaptation
Potential solutions for supply increase

[23:18 - 27:08] Closing Segment

Deidre's important role at MillionAcres as an educational provider
Final Words
Connect with my guest, Deidre, in the links below

Tweetable Quotes

"I think one of the things that people should know about REITs is kind of how they work and how they have to pay a dividend. . .” - Deidre Woollard

"REITs are less of that, they're just nice stable investments that pay up dividends overtime.” - Deidre Woollard

"Our philosophy is we want to make people smarter, happier, and richer through investing.” - Deidre Woollard

Reach out and connect to my guest, Deidre, through sending her an email at deidre.woollard@fool.com

Follow her instagram, and don't forget to check out their company's website www.millionacres.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Getting Funds for your Business is Possible with Merrill Chandler

Over 25 years ago, Merrill Chandler—a personal and business credit pioneer and co-founder of Lexington Law Firm—became dissatisfied with the ineffective results of credit repair. Leveraging his extensive knowledge of borrower behavior profiles, FICO® scoring metrics, and lender underwriting requirements, he developed a process that could 'optimize' a consumer’s borrower behavior AND improve a borrower's "fundability." He founded GetFundable.com to deliver this revolutionary technology to real estate investors, business owners, entrepreneurs, and savvy borrowers nationwide. Merrill has helped thousands of borrowers become more FUNDABLE and help them access the capital they need to fulfill their financial dreams.

Let’s tune in to his story!

[00:01 - 04:28] Opening Segment

Let’s welcome my guest for today’s show, Merrill Chandler
Merrill helps us understand how he got into the space and why

[04:29 - 29:08] The Borrower Life

Why is it so hard for Real Estate investors to get mortgages
Other kinds of fundings
40 borrower behaviors that are being eyed
Automatic Underwriting
Merrill shares about credit facilities
Most beneficial business credit that perfectly suits RE investors
Helping interested investor who don’t have W2 jobs
Why is it difficult for RE investors to qualify for traditional bank loans
Real Estate Investors are not fundable

[29:09 - 34:44] Closing Segment

Final Words
Connect with my guest, Merrill, in the links below

Tweetable Quotes

“The question of whether or not you get approved is 100% up to lender software and has nothing to do with your score.” - Merrill Chandler

"It’s fascinating to understand that lenders trust the measurement of these 40 borrower behaviors more than they trust your full doc.” - Merrill Chandler

"My goal is to make you the perfect lender-client.” - Merrill Chandler

Reach out and connect to my guest, Merrill, through his email merrill@getfundable.com

Follow and Subscribe to GetFundable’s Podcast, Instagram, Facebook,

And don’t forget to sign up for the GenFundable Bootcamp, and grab a copy of their book.

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Hospitality and Multifamily Harmony with Serge Shukhat

Zona Capital, LLC is a family office real estate investment firm committed to building wealth through quality real estate investments. Expertise at Zona includes strategic property research and identification, due diligence, acquisition, planning and entitlement, project management, property management oversight and disposition. Zona Capital and its family of associated Companies currently own and manage over 1000 residential and hospitality units in Arizona.

Let’s tune in to his story!

[00:01 - 07:08] Opening Segment

Let’s welcome my guest for today’s show, Serge Shukhat
Serge shares about his background
Why and how did Serge venture into Real Estate
Education and learning in 2007-2008

[07:09 - 35:43] The desire to live life by design

Not wanting to be in the corporate system
The American dream
The culture of jumping in Entrepreneurship
Overnight success and skillset
Hardship and life lesson for Serge and his children
What Serge’s Real Estate deals look like
Serge’s hotel deals
Furniture decisions for hotels and hybrids
Serge’s general thoughts on hotels on its relevance on hospitality space
Automated processes

[35:44 - 37:06] Closing Segment

Final Words
Connect with my guest, Serge, in the links below

Tweetable Quotes

“The challenge with multifamily is finding the right asset and paying for it.” - Serge Shukhat

"It’s a difficult message [overnight success] because it is an instant society today. They want it now.” - Serge Shukhat

"My tagline is: hospitality revenue with multifamily expenses. That’s how I roll.” - Serge Shukhat

Reach out and connect to my guest, Serge, by email sfcgee@gmail.com

You can also connect to them through LinkedIn and BiggerPockets

Don’t forget to check out their website www.arizonabnb.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Providing A Tangible Good for People with Mason Moreland

Mason Moreland is a real estate investor and vineyard developer/operator responsible for growth, finance, and process improvement at Texas Vine Country (TVC). TVC is turbo-charging the growth of the Texas wine industry by combining real estate syndication with vineyard mechanization and automation tech. Just four years after starting on this journey, TVC is now one of the largest vineyards in Texas and the only one focusing on mechanization.

Let’s tune in to his story!

[00:01 - 08:50] Opening Segment

Let’s welcome my guest for today’s show, Mason Moreland
Mason shares his background and how he got into the Real Estate space
Agriculture and Mason’s passion
The Vineyard project

[08:51 - 25:18] Agri-Real Estate

Managing the risk of significant fluctuations
Insurance policies and Agriculture
Price of Grapes are higher in Texas
What a profitable year must look like
Being efficient with operational costs and mechanization
How did Mason learn about the interesting wine business

[25:19 - 27:58] Closing Segment

Final Words
Connect with my guest, Mason, in the links below

Tweetable Quotes

“That’s what I like about Real Estate, it’s that you’re providing really tangible goods for people.” - Mason Moreland

"That’s one of the most beautiful things about Agriculture. We can actually insure against our revenues.” - Mason Moreland

"I know my specialty is putting the right people in the right place, at the right time.” - Mason Moreland

Reach out and connect to my guest, Mason, by sending an email to masonjmoreland@gmail.com

Connect to him on LinkedIn, and Don’t forget to hop on their website www.texasvinecountry.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Connecting Homes and Lives to the World with Kevin Gardner

Kevin spent nearly 20 years with Comcast and was responsible for managing the team that negotiated telecommunications access agreements with multifamily property owners.

For Multifamily Property Owners and their management companies, Kevin’s experience has resulted in favorable contract terms and improved NOI for Multifamily Owners across the country. These telecommunications agreements are important even if Owners do not pay for their residents’ cable or internet as access to the property has value. MUS helps owners realize this value.

MUS serves clients across the country with as few units as a hundred to one’s with thousands.

Let’s tune in to his story!

[00:01 - 08:15] Opening Segment

Let’s welcome my guest for today’s show, Kevin Gardner
Kevin shares how he got into Real Estate
What Kevin and his company does to help clients

[08:16 - 19:16] What it’s like to have a cable company

This is a new and interesting niche
Boosting NOI and its value
Knowing and meeting your objectives
What MUS brings to the table
The biggest challenges their company met before
How does their company get in touch with their clients
It doesn’t hurt to ask!

[19:17 - 22:18] Closing Segment

Final Words
Connect with my guest, Kevin, in the links below
What Kevin have attributed to his growth

Tweetable Quotes

“Boosting NOI is a very powerful way to increase property value that you have.” - S

"Understand what your goals are.” - Kevin Gardner

"If we don’t bring value, we shouldn’t get paid.” - Kevin Gardner

Reach out and connect to my guest, Kevin, through email kevin@multifamilyutilitysolutions.com

Follow his Facebook, LinkedIn, and their company’s website www.MultifamilyUtilitySolutions.com to get a quote and schedule a house check-up

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Surviving A Recession Period with Bill Ham

Bill Ham is the Chief Operating Officer and the driving force behind Broadwell Property Group. He has upwards of 20 years’ experience in Real Estate with a proven track record of identifying, acquiring, operating, and divesting of large footprint Multifamily Housing. Bill can be seen and heard on countless podcasts and webinars as well as standing on stage giving presentations at trade shows and other forums both online and off.

Ham is a Real Estate Entrepreneur, a sought-after speaker, an author, and an operator but his real passion lies in education. He has been a coach and mentor to the future titans of Multifamily. Over the years he has counseled hundreds of students who have gone on to close countless millions of dollars in their own deals, many crediting Bill with their success.

Let’s tune in to his story!

[00:01 - 03:13] Opening Segment

Let’s welcome my guest for today’s show, Bill Ham
Bill reminds how he got into the Real Estate business

[03:13 - 22:53] What should LP’s and Passive Investors think about deals

Pay attention to the market cycles
- Four cycles of Market cycles
Cap Rate compression
Look for General Partners that have good track record
A second choice for a partner
Make sure your GP is not too “fee-driven”
Reason to look after a preferred turn
What is your GP’s Exit Strategy?

[22:54 - 25:33] Closing Segment

Final Words
Connect with my guest, Bill, in the links below

Tweetable Quotes

“Education for LPs is an underserved area in the Real Estate industry.” - Bill Ham

"Find someone who has been into a full recession. That’s a little harder to find.” - Bill Ham

"Be prepared to make money in several different ways in a longer period of time.” - Bill Ham

Reach out and connect to my guest, Bill, through email bill@phoenixresgroup.com

Check out his website www.creativeapartmentdeals.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: A Capital Stacks Master with Chad Sutton

Chad is one of five Managing Partners of Quattro Capital, leader of the Acquisitions team and the host of the #RealEstateRunway Podcast. Chad is a “recovering engineer” who spent most of his profession in corporate America in spaceflight with NASA and aircraft with GE before following his passion as a real estate investor. He is an “old soul” and a genuine “family man” passionate about building a time-quality lifestyle and quality communities for residents.

Let’s tune in to his story!

[00:01 - 13:51] Opening Segment

Let’s welcome my guest for today’s show, Chad Sutton
What got Chad into the Real Estate space
Chad’s big “why”
The freedom principle
Chad’s treadmill story
- Most things you buy are liabilities
Quattro Capital’s 4 P’s
- It is not always about money

[13:52 - 30:02] Chad’s Multifamily Tips

Guiding principles for analyzing and underwriting Multifamily deals
- The Capital Budget
- Income realization
- Capital stack
The clock does not stop running
Underpromise and overdeliver
Two ways to keep your investor
Structure your capital in a right way

[30:03 - 32:23] Closing Segment

Final Words
Connect with my guest, Chad, in the links below

Tweetable Quotes

“I didn’t just want money, but I wanted the freedom that money can provide.” - Chad Sutton

"I love the old made new concept.” - Chad Sutton

"It doesn't matter how much you earn, it matters how much you keep.” - Chad Sutton

Reach out and connect to my guest, Chad, through his
Call Chad by dialing 615.892.0250 and his email chad@thequattroway.com

Don’t forget to visit their website, https://www.thequattroway.com/ to find out more about their deals, their team, and a sneak peak about Chad’s family

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: The Greatest Threat in Real Estate with Dovid Preil

Welcome back to today’s show!

Today’s amazing guest is Dovid Preil. Dovid is a Real Estate, Finance and Technology Enthusiast who has a platform to help people of all wealth levels build a diversified Real Estate portfolio.

Let’s tune in to his story!

[00:01 - 07:45] Opening Segment

Let’s welcome my guest for today’s show, Dovid Preil
Dovid shares to us what got him into the Real Estate space
What are Dovid’s why’s
The “Aha!” moment
Dovid shares the story behind the building of his company

[07:46 - 20:20] Real Estate Asset Classes

What foreign investors need to do in investing at United States
Recommendations for foreign investors
What to expect to avoid surprises
Dovid’s current investments
Retail offerings and Experiential businesses
Why the technology space is meaningful to Dovid
The future according to Dovid

[20:21 - 23:05] Closing Segment

Final Words
Connect with my guest, Dovid, in the links below

Tweetable Quotes

“When you’re investing you have to understand where the value is coming from. Where is your money being generated from? ” - Dovid Preil

"In Real Estate, you don’t have to be that sophisticated for you to know where the value is coming from.” - Dovid Preil

"My long term prediction is that technology is going to be the greatest threat to Real Estate today.” - Dovid Preil

Reach out and connect to my guest, Dovid, through his email dovid@ydlpinvestments.com

You can also connect with Dovid through his LinkedIn and listen to his podcast Think Wealthy Podcast

And don’t forget to check out his website www.ydlpinvestments.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Create Your Life by Design with Jessilyn Persson

After 20 years in the corporate and public sector, this visionary woman decided to leave her highly successful career as a Project Management Professional and became one of the founding members of Legacy Global, founding member of MUPO Entertainment, Real Estate investor, speaker, and educator.

By using her strong prowess of leadership, expertise in financial education and real estate investing, she educates and supports women to create a vision and a plan that can transform their life.

Let’s tune in to her story!

[00:01 - 07:36] Opening Segment

Let’s welcome my guest for today’s show, Jessilyn Persson
What happened to Jessilyn’s first deals
Demographics in Jessilyn’s properties
A family-oriented community

[07:37 - 25:30] Jessilyn the Jack of Many Trades

An Alberta County Neighborhood Jessilyn is in
What was it like to manage a property from a distance
Entrepreneurship and Real Estate
Other businesses and industries Jessilyn is in
Jessilyn and her why’s
Why does Jessilyn love this purpose to happen to others
Pursuing Real Estate
Partner up with someone!

[25:31 - 28:02] Closing Segment

Final Words
Connect with my guest, Jessilyn, in the links below

Tweetable Quotes

“My husband and I are both now full time entrepreneurs. We own several companies, but it was Real Estate that enabled us to quit our jobs.” - Jessilyn Persson

"I want all people to be living by design.” - Jessilyn Persson

"I want people to understand that what they have now does not drive or direct what they can have in the future. They can change anything and everything if they’re just open to change.” - Jessilyn Persson

Reach out and connect to my guest, Jessilyn, through email jessilyn@jessilynpersson.com

Connect to her through Instagram, Facebook, and LinkedIn, and don’t forget to check out her website www.jessilynpersson.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Building Streams of Passive Income One Step at a Time with Dmitriy Fomichenko

Dmitriy is the founder and president of Sense Financial, a boutique financial firm specializing in self-directed retirement accounts with checkbook control. He began his career in financial planning and real estate investing in 2000. He owns interest in several large multi-family properties in various states, as a private lender and is a licensed California Real Estate Broker. Over the years, he has taught hundreds of investment and financial planning seminars and has mentored thousands of investors.

Let’s tune in to his story!

[00:01 - 05:58] Opening Segment

Let’s welcome my guest for today’s show, Dmitriy Fomichenko
What drew Dmitriy in the space and how he got in

[05:59 - 27:46] Reach your goals one step at a time

Dmitriy shares to us about his Passive Income portfolio
The steps Dmitriy did
How to build a Passive Income portfolio
Basics of Solo 401K’s
Why should business owners prefer Solo 401K
How do you invest in Real Estate Syndications with Solo 401K?

[27:47 - 36:14] Closing Segment

How Dmitriy feels about Passive Investing compared to Active investing
- Goal: to be on the right side of the cashflow quadrant
Final Words
Connect with my guest, Dmitriy, in the links below

Tweetable Quotes

“I’m just excited and dreaming to teach others about investment.” - Dmitriy Fomichenko

"I no longer speculate, I invest.” - Dmitriy Fomichenko

"I think that should be everyone’s goal: to become a passive investor.” - Dmitriy Fomichenko

Reach out and connect to my guest, Dmitriy, through email dmitriy@sensefinancial.com

Follow his Facebook, LinkedIn, and BiggerPockets profiles, and don’t forget to check out their website, https://www.sensefinancial.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Making Lives Better through Sustainable Investments with Will Morris

Will Morris is CEO of The Blueaura Group, which buys income generating real assets that focus on growing investors' wealth with positive impact. He's also the founder of other businesses that vertically integrate into investment strategies and he's featured in the Top 100 Business Leaders of 2021.

Let’s tune in to his story!

[00:01 - 09:05] Opening Segment

Let’s welcome my guest for today’s show, Will Morris
Will takes us back in time to share how he started
Failing at Syndicating, landing at Raising Capital
Moving from General Contractor Role to Syndication Role

[09:06 - 25:27] We copy nature’s pattern of living

Will shares about Sustainable Investing
How Will improves communities by what he does
EGS defined
Building the quality of life of others
Practice what you preach
The motivation to get sustainable EGS
Pollution is the true pandemic
Will’s current deals he’s working on

[25:28 - 27:26] Closing Segment

Final Words
Connect with my guest, Will, in the links below

Tweetable Quotes

“I like Real Estate, I like Syndicating, but I really like the side of Raising Capital.” - Will Morris

"I really think what I have always kind of chased is scalability. I like to be in stuff that can scale. No geographical bounds, no limitations, I mean, we’re not there yet, but the only thing that stops us really is our own mindset...” - Will Morris

"You gotta have the vision. It’s planning the vision for the future of that asset, what you’re doing and thinking down the road, but it’s also making sure that you’re practicing what you’re preaching.” - Will Morris

Reach out and connect to my guest, Will, through his email will@blueauragroup.com

Discover more about Will by following his Facebook, Instagram, LinkedIn, and Twitter profiles

Check out their company’s website www.BlueauraGroup.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: A 30-Year Capital Raising History with Joel Block

Joel is CEO of the Bullseye Capital Fund, a fund that rehabilitates distressed assets. Joel has taught thousands of real estate brokers, CPAs, attorneys, and Investors about raising capital and best practices for structuring group investments. He is a nationally recognized expert in Private Placements, deal structure, and capital raising for accredited and non-accredited Investors.

Let’s tune in to his story!

[00:01 - 10:56] Opening Segment

Let’s welcome my guest for today’s show, Joel Block
How did Joel get into this industry?
Current projects and how investors are being served
A Capital Raising story

[10:57 - 21:43] A 30-Year Experience Worthy to be Told

Working with big investors
Alex and his Capital Raising business
- Developing the track record
Reasons how investors come to you
Implementation of the Crowdfunding rules
Content delivery mode as an educator
- Check out Joel’s website and podcast!
“Money is not made in the Real Estate”
- You are in the money business
Limits in sophisticated non-accredited investors
Access Joel’s video library on the links below

[21:44 - 24:20] Closing Segment

Final Words
Connect with my guest, Joel, in the links below

Tweetable Quotes

“You have to figure out how to get your first money by yourself.” - Joel Block

"Don’t work with whales!” - Joel Block

"Real Estate doesn’t squirt the money out by itself. It’s the people who control the money that can then go out and buy the Real Estate, and make the Real Estate work for them.” - Joel Block

Reach out and connect to my guest, Joel, through his email joel@bullseyecap.com

Discover more about Joel by following his LinkedIn, Facebook, Instagram, and Twitter profiles

You can see his general profile by searching for his name, Joel Block

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Dreams are Achieved with Passion and Perseverance with Alex Olson

Most commercial real estate agents won’t give you the time of day. Learn how to get the attention of top brokers in any market, no matter your experience level. Alex is a multifamily agent that ACTUALLY works with buyers and has built a system around helping buyers succeed.

Learn how to position your experience, your buying power, and create a sense of urgency within your target market. Hear what questions you should ask, how to keep the conversation going, and how to build a long lasting relationship with top brokers. As a commercial real estate investor himself, Alex understands the frustrations of not being able to locate off-market deals, not finding deals that have cash flow, and running into dead ends. Once you have an agent, learn how to build out your team, identify the core components of getting a transaction done, and get your deal across the finish line.

Without using a dime of his own money, Alex set out to buy investment properties in some of the most sought after areas of Kansas City. He did it with drive, hard work, and a desire to provide long term wealth for his family. Now, through the Buyers Representation Success System (BRSS), Alex and his Colleague Logan Freeman are taking real estate brokerage to the next level. They have developed a proven system for helping 1031 exchange clients identify cash flowing deals, develop a trusted team, and ensure that your 1031 exchange money is secure.

Let’s tune in to his story!

[00:01 - 07:53] Opening Segment

Let’s welcome my guest for today’s show, Alex Olson
Alex and his wife’s dream house
The financing Alex fell in love with
Stock Market’s lack of control
Financial benefits of Real Estate

[07:54 - 20:36] Living the Dream

What Alex does in Real Estate now
“Lever-up”
How is Alex able to get good deals
Alex’s favorite method to get deals
- You need to prove to the seller that you will close!
Build your credibility
Real Estate is not only a man thing!

[20:37 - 22:45] Closing Segment

Final Words
Connect with my guest, Alex, in the links below

Tweetable Quotes

“Every piece of Real Estate is unique. Even if it looks identical, even if it’s on the same block, same street, it still is slightly different from the next piece of property.” - Alex Olson

"I tell you right now, Fanny, Freddie, or what they call Agency debt is not big on giving out agency debt to somebody who has never actually had agency debt before.” - Alex Olson

Reach out and connect to my guest, Alex, through email alex@clemonsrealestate.com

And check out his BiggerPockets, LinkedIn, and Twitter profiles online

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: You Only Have One Life with Jeffrey Holst

Jeff has gone from riches to rags and back. He currently owns over 300 residential units and multiple commercial properties. He is married and travels extensively. In February of 2020, Jeff climbed Mt Kilimanjaro and stood at the highest point in Africa. He is the co-host and founder of the Last Life Ever Podcast and is passionate about helping people live the best possible version of their lives. He is also co-host of the Old Fashioned Real Estate Show where the hosts drink bourbon old fashioned and talk about real estate investing.

Let’s tune in to his story!

[00:01 - 17:40] Opening Segment

Let’s welcome my guest for today’s show, Jeffrey Holst
What was it like being an attorney
How Jeffrey got into the real estate space
The little purple book doesn’t specifically mention Real Estate
Getting diagnosed with Leukemia
Accepting that a time has to come
If you don’t plan it, it won’t happen

[17:41 - 35:30] Jeffrey’s Last Life Ever

You only have one shot, don’t waste it
Shout to yourself: today is a good day
Jeffrey doesn’t have bad days
The day I got diagnosed with Leukemia was the best day of my life
What do you do with the time you have left?
Cancer Part 2: Melanoma
A consistent mantra

[35:31 - 37:53] Closing Segment

Final Words
Connect with my guest, Jeffrey, in the links below

Tweetable Quotes

“I won’t say I was depressed, I wasn’t. I was in a little bit of a shock, but I had accepted that I had very little time left.” - Jeffrey Holst

"Getting sick and then ultimately, the bankruptcy a year or so later caused me to re-evaluate what I really wanted from life. It helped me realize that we only do have one chance to be alive.” - Jeffrey Holst

"Your mind defaults to what’s familiar.” - Jeffrey Holst

Reach out and connect to my guest, Jeffrey, through his email jeffrey.holst@gmail.com

You can also find Jeffrey on all social media platforms by searching @jeffreyholst

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Literally Starting from the Bottom with No One and Nothing with Jerome Myers

Jerome Myers is the preeminent authority of dream realization. A believer that dreams can, and should be real, Jerome left corporate America when he realized that his role offered financial gain, but little significance. He is the founder and head coach of Myers Methods and has been featured in Black Enterprise, Business Insider and numerous podcasts. After building a highly profitable division of a fortune 550 company, Jerome decided to leave the rat race to get away from what seemed to be the endless slew of layoffs.

He has developed a system for exiting corporate America and creating a life of impact. Today, he and his company help other apex performers find their calling and live every day on purpose by harnessing the power of his model for a Centered Life, what he calls “the Red Pill”. Jerome and his firms can guide any individual from a monotonous uninspiring existence to a life of fulfillment and impact.

Let’s tune in to his story!

[00:01 - 15:45] Opening Segment

Let’s welcome my guest for today’s show, Jerome Myers
Jerome shares how he exited corporate America
What was about multifamily that Jerome loves
YouTube University and Podcasts
Experience brings the capital

[15:46 - 29:55] This is not a poor man’s sport

Where is Jerome now
Why Jerome loves Joint Ventures over Syndications
Jerome talks about the “Red Pill”
Healthy relationships and Apex performers
Eliminating self-destructing habits
Jerome has coaching programs, connect to him through the links below
Things to avoid in Real Estate Investing

[29:56 - 34:46] Closing Segment

Final Words
Connect with my guest, Jerome, in the links below

Tweetable Quotes

“I didn’t have anybody in my network who bought apartment buildings… I had nothing, I had nobody.” - Jerome Myers

"Leads and deals have the same letters, but leads are things that will not make you any money, deals are things that could buy with a greater certainty if you do things halfway well, you’ll make money.” - Jerome Myers

"You cannot be in a healthy relationship if there’s no mutual benefit.” - Jerome Myers

Reach out and connect to my guest, Jerome, through his email jerome@d3v3loping.com

You can also follow him on LinkedIn

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: When Boring is Interesting with Darin Garman

Darin is an author with five books on real estate investing published, a former bank owner and board of director member, an owner and asset manager of over $50M in Heartland Investment Real Estate and known as one of America’s top “Go-To Guys” for all things multi-family.

Let’s tune in to his story!

[00:01 - 11:24] Opening Segment

Let’s welcome my guest for today’s show, Darin Garman
What drew Darin into the Commercial Real Estate Space
Be conscientious of your limiting beliefs
It took 15 years before Darin figured some things out

[11:25 - 36:20] Darin’s Whopping 30-Year Experience

Let’s talk about how to become successful in Iowa
Boring is very good!
We really need strong work-ethic
Conservative Marketplaces
What could happen from intense weather events
Take note these Property Insurances lessons
Prepare for the day you will not see
Darin the keep-it-clean guy

[36:21 - 38:41] Closing Segment

Final Words
Connect with my guest, Darin, in the links below

Tweetable Quotes

“Boring is profitable.” - Darin Garman

"If you don’t do this, you may be thinking 30 years from now what would have happened if I would have done that. I couldn’t really think of living with myself later in life having that kind of thought, I’m going to go for this, and if I fail that, at least I know I did this, versus wondering what could have happened.” - Darin Garman

Reach out and connect to my guest, Darin, through email darin@heartlandinvestmentpartners.com

Check out his website to discover more about him www.daringarman.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: A 20-Year Real Estate Success Story with Jason Pero

Today’s amazing guest is Jason Pero. Jason is the President and owner of Pero Real Estate. Jason is a KP, a Real Estate Syndicator who has a long experience and history in this industry.

Let’s tune in to his story!

[00:01 - 09:00] Opening Segment

Let’s welcome my guest for today’s show, Jason Pero
Jason shares how he started and what drew him in the space
What’s important about Jason’s goal
Jason’s success story
Deciding what properties to purchase back then

[09:01 - 23:17] Lessons from his 20 Year Experience

Thinking bigger sooner or taking things slowly
Be patient and flexible
Would Jason do things differently
Family and sacrifices
Show up, fill up the gap, enjoy your life
What spaces Jason likes to invest in
Being involved with your properties
Having property and maintenance management
The mishaps
Admit that you can’t do it alone

[23:18 - 25:12] Closing Segment

Final Words
Connect with my guest, Jason, in the links below

Tweetable Quotes

“At a young age, I didn’t know what success really meant, but in my mind, having money seemed to be successful.” - Jason Pero

"I don’t regret having a slow and steady path.” - Jason Pero

"20 years is a long time but it goes by in a blink of an eye.” - Jason Pero

Reach out and connect to my guest, Jason, through email jasonpero@yahoo.com

Follow his following socials: LinkedIn and Facebook

Checkout Jason’s company www.perorealestate.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Securing your Real Estate Investments with Jeffrey Love

Jeff Love is a partner with Gibbs Giden. His practice encompasses all facets of real estate transactions, including drafting and negotiating purchase, sale, syndication, and financing transactions in connection with commercial, industrial, and residential assets. He also regularly drafts and negotiates office, retail, and industrial leases for regional landlords and tenants throughout the West Coast.

Mr. Love has extensive experience drafting, negotiating, and reviewing real estate loan documents, including originations, modifications, note purchase agreements and other finance-related transactions from structuring through loan closing. He is a licensed real estate broker in the State of California.

Let’s tune in to his story!

[00:01 - 03:09] Opening Segment

Let’s welcome my guest for today’s show, Jeffrey Love
What got Jeff into the Real Estate Law Space
Regulation compliance

[03:10 - 24:15] A Real Estate Attorney’s Tips and Advice

Exemptions to look after when investing
Things Passive Investors should look out for when looking at legal documents
Fees to expect
Trust building and losing it easily
Meeting expectations
The risks you ought to expect in investing
Jeff’s most loved asset classes
The Industrial asset class
On Capital Call provisions

[24:16 - 28:56] Closing Segment

More asset classes Jeff is ecstatic about
What Jeff loves about being a Real Estate Attorney
Final Words
Connect with my guest, Jeffrey, in the links below

Tweetable Quotes

“You want that sponsor to make sure that they really have a good track record.” - Jeffrey Love

"There’s no easier way to lose those investors than to let them down.” - Jeffrey Love

"You don’t want to make the deal look so attractive just to get people on the door, that you’re not able to meet it.” - Jeffrey Love

Reach out and connect to my guest, Jeffrey, through email jlove@gibbsgiden.com

You can also check out their website www.gibbsgiden.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Living the Best of Both Real Estate and Financial Advising World with Dan Schoenbaechler

Founder of Schoen Capital, an investment firm specializing in commercial real estate and other alternative assets. Currently a co-General Partner of 914 units across 6 multi-family properties totaling over $118MM in value.

Having a background in financial services and commercial/residential Real Estate, a strategic approach is taken to analyze lucrative opportunities for investors to obtain strong cash flow and tax benefits.

Let’s tune in to his story!

[00:01 - 09:22] Opening Segment

Let’s welcome my guest for today’s show, Dan Schoenbaechler
Dan shares how he started out in the Real Estate space
Sad stories about some of Dan’s first deals

[09:23 - 22:58] Dan’s taste with Real Estate-reality

How Dan got into Real Estate syndications
What Dan loved so much about syndications
The big problem with Real Estate
Dan’s financial advising career
Life Insurance policies are useful
Dan shares about his current deal regarding Criminal Justice

[22:59 - 25:06] Closing Segment

Final Words
Connect with my guest, Dan, in the links below

Tweetable Quotes

“There is no one answer for everything.” - Dan Schoenbaechler

"For those that don’t want to be landlords… they don’t own property because they don’t want to deal with toilets and clients. They don’t want the 4AM phone calls.” - Dan Schoenbaechler

"You can use things like life insurance or Self-Directed IRA or other things to help fund other investments, maximize your tax benefits. You’re using all these tools and all these pieces together to create this incredible wealth machine.” - Dan Schoenbaechler

“Allocating and self-directing are two completely different things.” - Dan Schoenbaechler

Reach out and connect to my guest, Dan, through email dan@schoencap.com

Follow him at LinkedIn to know more about him

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Helping Businesses Build Audiences and Convert them as Clients with Juliet Clark

What if you could determine who in your audience is your best client in 180 seconds?

Juliet Clark is a six- time author, speaker and podcaster who has spent the last twenty years helping authors, coaches, speakers, and small businesses all over the world build expert audiences. Corporate companies and author/ speaker incubators world- wide have benefited from Juliet’s unique and effective process of mastering lead generation and qualification for expert status. Juliet’s platform- building process assesses audience obstacles, generates leads, and qualifies leads.

This simple technology can be used on social media, from the stage, and at virtual workshops/ summits to build email lists and create conversations that build long-term relationships with potential clients.

Let’s tune in to her story!

[00:01 - 07:05] Opening Segment

Let’s welcome my guest for today’s show, Juliet Clark
Juliet shares what got her into the space
Juliet’s publishing career
The desire to correct the same business mistakes

[07:06 - 19:52] A Journey on Problem-Solving Skills

Figuring out the best fit for the services Juliet and company gives
An unrequited love
Self-evaluation and recurring patterns
The Nurture space
How Juliet plans to stay ahead of the marketing competition
Balancing personal connection and business partnerships
On measuring success
The Quiz process

[19:53 - 21:50] Closing Segment

Final Words
Connect with my guest, Juliet, in the links below

Tweetable Quotes

“The quiz is the lead magnet.” - Juliet Clark

"We’re actually defining the success principles of what we teach inside of this quiz, and we’re having them evaluate on a scale of 1-10 where they’re at in this process.” - Juliet Clark

"Marketing is changing every 12-15 months.” - Juliet Clark

"You can have a list of 10,000 people who are buying, you’re much better off with a smaller list of really engaged people that you’re relationship building with. That could be difficult sometimes” - Juliet Clark

Reach out and connect to my guest, Juliet, by messaging at realadvantagecontent@gmail.com

You can also check out her website, https://realadvantageforrealtors.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: The Asset Management Role in Real Estate with Mike Taravella

Mike has acquired 27M+ in Multifamily real estate throughout the southeast. He is a Michigan State Alumni, and a CPA. He has worked at EY and with Dan Gilbert's startup community.

Let’s tune in to his story!

[00:01 - 09:35] Opening Segment

Let’s welcome my guest for today’s show, Mike Taravella
Mike shares how he got into the Real Estate space
Mike’s screen printing business
10PM to 2AM Multifamily grind
What was compelling about Real Estate for Mike

[09:36 - 24:56] Mike the Asset Management Guy

Mike’s day to day journey
Property Manager collaborations
The lessons and challenges Mike learned in the space
Mike’s roles as an Asset Manager
What has contributed to Mike’s success
How Mike maintains good relationship with stakeholders
Points Mike wants to touch on Underwriting
A piece of advice for passive investors

[24:57 - 26:57] Closing Segment

Final Words
Connect with my guest, Mike, in the links below

Tweetable Quotes

“I realized I was not scaling my business while I was teaching these start-ups how to scale [their business].” - Mike Taravella

"Be methodical on how you’re doing it, and keep having that buffer.” - Mike Taravella

"Surrounding myself with amazing people [has largely contributed to my success].” - Mike Taravella

Reach out and connect to my guest, Mike, through his email miket@randcre.com

Follow him on Social Media by searching @ValueAddMike

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Look Out: Careful Passive Investment with Dan Handford

Welcome back to today’s show! Today, our special guest is PassiveInvesting.com’s Managing Partner.

Let’s tune in to his story!

[00:01 - 05:23] Opening Segment

Let’s welcome my guest for today’s show, Dan Handford
I introduce Dan Handford
Dan gives a color into his background
On Dan’s first deals

[05:24 - 32:04] The Life of a Passive Investor

How did Dan’s first passive investment deal went
If Dan could have done anything differently
The red flags you ought to look out for
Advice for Active Investors interested in Passive Investing
More into the red flags
What Dan does in Passive Investing space as an Educator

[32:05 - 35:53] Closing Segment

What drives Dan to continue on the Passive Investing space
Final Words
Connect with my guest, Dan, in the links below

Tweetable Quotes

“Honestly I was so eager to invest passively that when I first started to invest passively, I really didn’t do a very good job of vetting operators.” - Dan Handford

"One of the red flags that we looked for is if there’s nobody on the operations team that has any background or success in business.” - Dan Handford

"We’re not going to be successful at Real Estate until we understand how to be successful in business.” - Suja Shyam

Reach out and connect to my guest, Dan, through his email dan@passiveinvesting.com

Follow his LinkedIn and check out his website https://www.passiveinvesting.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Leading in the Self-Storage Industry with Scott Meyers

Scott Meyers is known as the nation’s leading expert in Self-Storage . After becoming a penniless landlord in the Single Family Rental and Apartment business, he began investing in Self-Storage. He “Saw the Light” and quickly sold all his Single Family Rentals & Apartments to create a small empire of Self-Storage facilities nationwide. His companies focus on syndicating Self-Storage Deals and helping others launch their own Self -Storage Business to enjoy a lifestyle free from Tenants, Toilets, and Trash!

Scott Meyers is the principal in 16 facilities totaling over 13,000 units and over 2.2 Million sf of Storage. He is also the Founder and President of SelfStorageInvesting.com (Self-Storage Profits, Inc.), a leading Self-Storage education company that offers courses, live events, and mentoring/coaching. His company was started in 2006 for the purpose of acquiring, developing and operating self-storage facilities, and has raised over $20 million in syndicates and private equity partnerships to fuel their growth.

Let’s tune in to his story!

[00:01 - 09:50] Opening Segment

Let’s welcome my guest for today’s show, Scott Meyers
What drew Scott into the real estate industry
The resistance to the usual system
Running so fast in the business

[09:51 - 25:20] Scott in the Self-Storage Industry

How the Self-Storage Mastermind has been helpful for Scott
Gather with people who are smarter than you
Why does Scott love the Self-Storage space?
What it takes to succeed in the space
Educate yourself and get some help
Advice for potential Self-Storage investors/owners
Where is the Self-Storage industry headed
Cap Rates and Self-Storage

[25:21 - 26:55] Closing Segment

Final Words
Connect with my guest, Scott, in the links below

Tweetable Quotes

“I was used to doing things on my own.” - Scott Meyers

"We just wanted to have that freedom to go into the mission field, educate our kids, and basically run our own schedule.” - Scott Meyers

"The secret to success is to treat it for what it is: a business.” - Scott Meyers

"The industry itself is very recession resistant and very inflation resistant. It always has been.” - Scott Meyers

Reach out and connect to my guest, Scott, through his email scott@selfstorageinvesting.com

Follow his socials: Facebook, Twitter, LinkedIn, Instagram, and his YouTube channel

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Consistent and Disciplined Wealth-Building with Kalpana Shyam

Welcome back to the show! Today is a very special episode, because our guest is my very own mother: Kalpana Shyam! She started investing in private equity recently in Luxe Cap Investment Group.

Let’s tune in to her story!

[00:01 - 12:16] Opening Segment

Let’s welcome my guest for today’s show, Kalpana Shyam
I Introduce my mom
Mom shares how she got to this country and her previous financial situation
What it was like to buy a house back then
Coming to terms with the financial crisis
Job security and confidence
Take that leap!
The importance of having a career
Mom taught us how to be financially independent
A Bank of America savings story

[12:17 - 29:44] Mom’s Finance and Investing Journey

When did mom start thinking about investing more
The six month savings and retirement accounts
Frugality is essential
Nothing gives you money overnight
What mom taught about the types of investing
Why passive investing?
My mom was better a year later
This business is built upon trust

[29:45 - 31:09] Closing Segment

Final Words
Connect with my guest, Kalpana, in the links below

Tweetable Quotes

“We never thought about being lavish or taking vacation ot stuff, we wanted to establish ourselves being first generation immigrants. Fortunately, America had an opportunity like that for us.” - Kalpana Shyam

"Family support is important.” - Kalpana Shyam

"Whatever compromise was our vacations, our discretionary spending.” - Kalpana Shyam

"Frugality is an important part of most people’s journey towards wealth-building.” - Sujata Shyam

Reach out and connect to my mom, Kalpana, through her email kalpanashyam@yahoo.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Doing Real Estate Business your Way with Kay Kay Singh

Microsoft Certified System Engineer turned successful entrepreneur, active and passive investor in several Multifamily properties in several different states with multiple Sponsors and owns 40 Single-family houses and 8 Gas Stations, Laundromat and a Conference and Reception Centre in NE Indiana.

Experienced President with a demonstrated history of working in the retail industry. Skilled in Negotiation, Management, Customer Service, Account Management, and sales and a real estate investor. A strong business development professional with a Bachelor of Arts (B.A.) focused on Computer Science from Govt. College Chandigarh.

Let’s tune in to his story!

[00:01 - 10:49] Opening Segment

Let’s welcome my guest for today’s show, Kay Kay Singh
Kay Kay shares how he got into the Real Estate business
Managing 40 single family properties
Switching to multifamily deals
Lowering your taxable income through depreciation
Learning about Cost Segregation

[10:50 - 26:50] Kay Kay’s Multifamily Journey

The similarities and differences between his previous business and Real Estate
From a passive investor to an active investor
Kay Kay shares about his first multifamily deal
- It has been sold on the day of recording of this episode!
- Congratulations, Kay Kay!
On removing tenants
What is breakeven occupancy?
Kay Kay’s back-up plans
Asset management lessons by Kay Kay

[26:51 - 29:51] Closing Segment

Final Words
Connect with my guest, Kay Kay, in the links below

Tweetable Quotes

“Honestly I didn’t know what cost segregation is [as a newbie in the space].” - Kay Kay Singh

"I started doing roles in syndications rather than being basic.” - Kay Kay Singh

Reach out and connect to Kay Kay through his website www.Growrichcapital.com

And email him at kaykay@growrichcapital.com

Join Kay Kay’s Facebook group! https://web.facebook.com/groups/10XMultifamily/?_rdc=1&_rdr

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: The Secrets of Short Term Rental Space with Michael Sjogren

Michael is the host of the Short Term Rental Secrets Podcast and founder of the Short Term Rental Secrets Mastermind, a training and mastermind program that helps investors launch, automate and scale their short term rental portfolios. Michael and his wife Krysten founded Occupied, LLC, a national short-term rental investment and management company in 2017, as a vehicle to build passive income so they could stop trading away time from family for a paycheck.

That vision came to fruition within 18 months when their short term rental portfolio replaced their income and Krysten and Michael both left their corporate jobs. They are based out of Boston, MA and currently have a portfolio of 43 short-term rental properties across four states including 2 boutique hotels on Boston’s north shore.

Let’s tune in to his story!

[00:01 - 07:30] Opening Segment

Let’s welcome my guest for today’s show, Michael Sjogren
Michael is a Short-term Rental Expert
Michael shares how he got into the Real Estate space
Mike’s son was the catalyst to him pushing forward with Real Estate
Checkout Mike’s podcast: Short Term Rental Secrets Podcast

[07:31 - 24:32] Managing a Short Term Rental Business

Why this is working for Michael
Readjusting ways to attract your target market
Treat your business like a business
Tips for pitching in this day and age
It’s all about numbers
Listing hacks
Free property management
Who manages cleaners and maintenance?
How to start thinking like a business owner

[24:33 - 26:31] Closing Segment

Final Words
Connect with my guest, Michael, in the links below

Tweetable Quotes

“They don’t treat this like a business. If you want to treat it like a hobby, that’s fine. But over the long term, you’re not going to do well.” - Michael Sjogren

"Put yourself in the seat of who you’re talking to.” - Michael Sjogren

"You are a marketer. You have to get people’s attention at the end of the day.” - Michael Sjogren

"I can control my time now. I never had that kind of ability before.” - Michael Sjogren

Reach out and connect to Michael through email michael@occupiednow.com, and his website, www.STRsecrets.com

You can also connect to Mike by following his Instagram, Clubhouse, and joining his Facebook group https://www.facebook.com/groups/STRentalsecrets

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Scaling your Business more Efficiently with Brian Adams

Brian C. Adams is the President and Founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management and investor relations.

Let’s tune in to his story!

[00:01 - 11:14] Opening Segment

Let’s welcome my guest for today’s show, Brian Adams
Brian shares how he got into the Real Estate space
The things Brian has been through and the lessons he learned
What Brian decided to do differently
Taking feedbacks

[11:15 - 24:04] We learn Interesting Investment Asset Classes from Brian

Why Brian made a change in his investment asset class
A better investment product
Fund value vs. deal by deal
A trend towards doing more fund managing
A commitment to excellence
The asset classes Brian is focused on and where these are headed
The future of Office asset class
Rebelling against the lifestyle of our parents
Demographics speaks for themselves
What other asset classes Brian is interested in

[24:05 - 25:46] Closing Segment

Final Words
Connect with my guest, Brian, in the links below

Tweetable Quotes

“Early on in my career, I was very eager-driven.” - Brian Adams

"Instead of just focusing on yourself and what you think your shiny object is, actually learn what your investor base wants. Once you start having that empathetic approach to building your business, and bringing a solution set to your investors and understanding their problems and appreciating them, you’ll be able to scale your business much more efficiently.” - Brian Adams

“I like having to prove every deal to my investor base. I like them asking me hard questions. I like them forcing me to sharpen my pencil.” - Brian Adams

Connect to Brian through his website https://www.excelsiorgp.com/

Follow his LinkedIn, and email him at adams@excelsiorgp.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: You Really Do Need to Write a Book with Honorée Corder

Honorée Corder is a Strategic Book Coach who helps professionals and entrepreneurs become authors. She's the author of 53 best-selling books with worldwide sales of 4 million+ books in 39 languages.

Let’s tune in to her story!

[00:01 - 04:59] Opening Segment

Let’s welcome my guest for today’s show, Honorée Corder
From business goals to helping people
Honorée needed to write a book

[05:00 - 22:14] Why writing a book is a must

What does it look like to write a book?
Is writing a book useful?
I share the way I do business and how I establish credibility
Honorée shares the process how she helps others write book
The important questions to ask
Knowing the known, not knowing the unknown
It is so much more than a service
A fulfilling feeling
The many ways to build authority and credibility

[22:15 - 28:00] Closing Segment

Final Words
Connect with my guest, Honorée, in the links below

Tweetable Quotes

“One of the things a book does is put your voice in their head.” - Honorée Corder

"What are the answers you wish they already had before they came to you to shorten the conversations that you have to have?" - Honorée Corder

“That’s the ultimate usage for a book: It’s to give people value so they do things correctly, [and] they don’t do the things incorrectly.” - Honorée Corder

“My income from that is so little, but the fulfillment is so big.” - Honorée Corder

Connect to Honorée by visiting her website www.honoreecorder.com

Follow her LinkedIn, Instagram, and Twitter accounts

Email Honorée at honoree@honoreecorder.com

Or reach out to Honorée through her assistant meagan@honoreecorder.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Reconditioning Your Mindset for Success with Trevor McGregor

Trevor is a High Performance - Master Coach with over 30,000 hours of coaching experience under his belt. He has worked with clients from around the world, including Fortune 500 executives, high level real estate investors, entrepreneurs, world-class athletes and business professionals and they all come to him for one reason: Life-Changing Transformation. In addition to running his own private coaching practice, Trevor was a Master Platinum Coach with the Tony Robbins Group, offering elite coaching unlike any other program in the world. Prior to that, he spent over 20 years in Corporate working as the Executive Director of Operations for a very successful Company.

Trevor is also an active and passive Real Estate Investor holding assets in his portfolio that range from owning single family homes, to Multi-family apartment buildings all over the US, Self-Storage units in Key West Florida, and even an Agricultural Hemp Farm in Colorado. He has also been an impact investor in many exciting projects around the world including Costa Rica and as far away as Australia. His mission is to assist others in realizing their true power and hidden potential to achieve more success, wealth, freedom and contribution than they ever thought possible. Trevor lives with his wife Leesa and their 3 amazing boys in beautiful Vancouver, British Columbia, Canada.

Let’s tune in to his story!

[00:01 - 17:10] Opening Segment

Get to know my guest for today’s show, Trevor McGregor
How Trevor got into the Real Estate Coaching Space
Finding a mentor that helped him get up from the dust
Trevor becoming a coach himself
Surround yourself with like-minded people
Trevor’s favorite Real Estate asset class
Why is Real Estate the greatest wealth-building vehicle in the planet

[17:11 - 48:19] Be aware of these things for a rapid growth

What holds people back from scaling their Real Estate business
- They have these 5 things in common
- The law of polarity
What are your WHY’s? Be clear with those.
What Trevor loves about coaching
- Trevor loves people—so much
Be consistent with the system you use!
All of us have 24 hours a day
Activities that move the needle
Take an intelligent and inspired action
Personal development is done repetitively — daily!
The Four S words

[48:20 - 51:11] Closing Segment

Final Words
Connect with my guest, Trevor, in the links below

Tweetable Quotes

“Success is going back to the fundamentals or simplicity. For me, that was starting to read the books.” - Trevor McGregor

“If you really put things together, it’s a combination of psychology and strategy that takes people to new heights.” - Trevor McGregor

“Perfection is the enemy of execution.” - Trevor McGregor

Real Estate is not the game of golf, it’s not an individual sport, it’s a team sport.” - Trevor McGregor

“How hungry are you for Real Estate success? How fired up are you to do this?.” - Trevor McGregor

Connect to Trevor through his email trevor@trevormcgregor.com

And check out his website www.TrevorMcGregor.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: What's What with Cap Rates with Chris Grenzig

Chris joint ventured on just over 100 units, before joining Toro Real Estate Partners as their head of Florida operations. Toro purchased 4000 units worth $300 mil, with 1000 units in Florida over 4 and half years. Chris eventually left Toro in Nov 2020 to start his own company which owns and manages small to mid-sized apartment complexes in Jacksonville, MSA. JAG Communities currently owns and manages 40 units worth $3 million, with a 10-year vision to scale to $500 million AUM.

Let’s tune in to his story!

[00:01 - 01:37] Opening Segment

Let’s welcome my guest for today’s show, Chris Grenzig
Welcome back to another episode of our segment, Investing Shorts

[01:38 - 11:00] On Cap Rates

Chris explains Cap Rates in a nutshell
How the market affects Cap Rates
Risk and Reward system
Using cap rates
Easily Manipulated
What's your cap rate in the future?
Creating your own cap rate

[11:01 - 12:45] Closing Segment

Final Words
Connect with my guest, Chris, in the links below

Tweetable Quotes

“Don't feel like you have to do it at the top of your head.” - Chris Grenzig

"A cap rate is basically a function of risk and reward." - Chris Grenzig

Email Chris at chris@jag-communities.com

And checkout his website www.jag-communities.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Preparing for the Days Ahead of You with Chris Larsen

Chris Larsen is the founder and Managing Partner of Next-Level Income. Chris has been investing in and managing real estate for over 20 years. While still a college student, he bought his first rental property at age 21.

From there, Chris expanded into development, private-lending, buying distressed debt as well as commercial offices, and ultimately syndicating multifamily properties. He began syndicating deals in 2016 and has been actively involved in over $400 million of real estate acquisitions. Chris is passionate about helping investors become financially independent.

Let’s tune in to his story!

[00:01 - 01:27] Opening Segment

Let’s welcome my guest for today’s show, Chris Larsen
Welcome back to another episode of our segment, Investing Shorts

[01:28 - 08:49] How Chris prepares for what’s to come

Are you prepared to take advantage of opportunities?
Look at what Chris’ wrote at the Chapter 3 of his book: Opportunity Fund
Starting new policies
Increase your line of credit
Increase your ability to get cash
Mechanics of Insurance policies
Equity grows like your property

[08:50 - 10:12] Closing Segment

Final Words
Connect with my guest, Chris, in the links below

Tweetable Quotes

“I use a strategy called Infinite Banking.” - Chris Larsen

“I’m a systems person. I’m a big believer that you have to do things that are gonna keep you disciplined when it’s hard to not be disciplined.” - Chris Larsen

“Now is a great time to increase your credit. Call your credit cards, get extra lines of credit, go out there and get credit.” - Chris Larsen

Follow and Connect to Chris to his following socials: Facebook, Instagram, and LinkedIn

You can also reach Chris’ Skype, Email chris@nextlevelincome.com, and his website www.nextlevelincome.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: A different way to plan your real estate smartly with Mason Moreland

Mason Moreland is a real estate investor and wine grape vineyard developer/operator responsible for growth, finance, and process improvement at Texas Vine Country (TVC). TVC is turbo-charging the growth of the Texas wine industry by combining real estate syndication with vineyard mechanization and automation tech. Just four years after starting on this journey, TVC is now in one of the largest vineyards in Texas.

Let’s tune in to his story!

[00:01 - 8:19] Opening Segment

Get to know my guest for today’s show, Mason Moreland
Mason background in the wine world
Benefits of real estate
His expertise in real estate

[8:20 - 24:33] Mason says to us more about how he manages his business in different areas

How Mason sees managing the risk
Multi-family is the relative predictability of it
Wine taxes
Returns can be changing
Projects return
How Mason is so efficient with the operational costs
Mechanical process
Devices
Taxes
Mason specialty in the wine industry

[24:34 - 27:01] Closing Segment

Words of appreciation to Mason
Final Words
Connect with my guest, Mason, in the links below

Tweetable Quotes

“My specialty is putting the right people in the right place at the right time, and the right equipment to the right place at the right time in the wine industry.” - Mason Moreland

Connect to Mason through www.texasvinecountry.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: What a Thriving Real Estate Syndications business Looks Like with AJ Shepard

AJ Shepard is the host of the Westside Investors Podcast and owner of Uptown Syndication.

Let’s tune in to his story!

[00:01 - 13:17] Opening Segment

Get to know my guest for today’s show, AJ Shepard
AJ shares what inspired him to get into the real estate space
AJ’s Dad and his influential real estate business
The BRRR method
The transition
When did AJ start doing syndications
How AJ make deals work in Portland

[13:18 - 25:50] Aaaaaa

How did 2020 affect AJ and his company’s work
Sweet Spots for AJ and the company
AJ breaks down how the landlord fees work
On avoiding primary markets
An interesting statistic
Interesting tips on Asset Management
On Increasing occupancy
Running properties
Filipino Virtual Assistants as AJ’s partners

[25:51 - 27:46] Closing Segment

Final Words
Connect with my guest, AJ, in the links below

Tweetable Quotes

“Oregon was the first state to implement rent control.” - AJ Shepard

“It has caused a little bit of strife, I’m not gonna lie, I got my hand bitten a couple of times, but you know, in the grand scheme of things I think it keeps the competition down and allows for us to operate well in this market.” - AJ Shepard

Connect to AJ through email at aj@uptownpm.com

Checkout the following websites for more information about AJ’s work

Www.uptownpm.com

Www.westsideinvestorsnetwork.com

Www.uptownsyndication.com

Www.offsiteprofessionals.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Vision: the starting point of life and business with Jens Nielsen

Jens immigrated from Denmark in 1996 and after a long career in IT, Jens is now a full-time real estate investor and Certified High-Performance Coach. He is currently a direct owner or General Partner in 1,0161 apartment units around the country, valued at over $75M. Over the last five years, he has also passively invested in 16 syndications/private investments, spanning over 800 apartment units, 2,000 mobile park lots, and over 6000 storage units plus mortgage note funds and private money lending.

Jens is also a Certified High-Performance Coach and has a passion for coaching new and experienced investors to help them achieve success through strategy, accountability, and personal growth.

Let’s tune in to his story!

[00:01 - 6:14] Opening Segment

Get to know my guest for today’s show, Jens Nielsen
How and why Jens got into real estate
How he started in the business
What were the challenges when Jens started in real estate

[ 6:15 - 24:01] What is Jens doing to make this year’s sales work?

You can put money in anyplace
The opportunities to identify the deals
Demarcations and sales: How do they work together?
What are you looking for in the real estate market these days?
The operation side and the value
Projections: guidelines or rules about underwriting rent growth
What is the potential rent
Mindfulness
The key in the coaching world
How people can clear their vision
What keeps people stuck
Jens shares the common themes that come up with his coaching clients
What is your dream?
Jen’s proactivity
The benefits to scheduling your day
Purpose and vision for waking up every single day
Passion: Help people to move for their best version lives

[ 24:02 - 26:33] Closing Segment

Coaching could change people lives
Final Words
Connect with my guest, Jens, in the links below

Tweetable Quotes

“I think a lot of people are not clear about their vision.” - Jens Nielsen

“What are the dreams that you have?” - Jens Nielsen

“Vision is: What are you doing, what are the people you hang out with you contributing, how are you growing as a person in all those things.” - Jens Nielsen

“Vision is something more important that will lead you to an amazing future.” - Jens Nielsen

Connect to Jens through opendoorscapital.com and jens@opendoorscapital.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Advancing Businesses through Virtual Assistance with Bob Lachance

Bob Lachance is the founder and CEO of premiere Virtual Assistant staffing company REVA Global. He played professional hockey for 8 years, 4 with the St. Louis Blues here in the states and 4 years overseas in Europe. After his pro hockey career ended, he dove deep into the world of real estate and acquired his first flip in 2004. He has gone on to do over 800 transactions since then and has started multiple businesses, as well as helping to start one of the country's largest real estate education programs.

Let’s tune in to his story!

[00:01 - 11:10] Opening Segment

Get to know my guest for today’s show, Bob Lachance
Bob shares his journey to becoming a real estate investor
Missing his first child’s birth
Bob’s first move
Bob’s secret to immediate growth

[11:11 - 26:00] Bob’s Real Estate Journey and Virtual Assistance Business

Syndications and Bob’s Real Estate journey
Starting somewhere
How does virtual assistance help business
Money has to come somewhere
Using virtual assistance to thrive on another business
Bob’s advice for potential passive investors
Investing in syndications
Bob’s passion for virtual assistance and his company start-up
Assisting someone else to reach their goals
Filipinos and their dreams in life

[26:01 - 27:55] Closing Segment

Final Words
Connect with my guest, Bob, in the links below

Tweetable Quotes

“You’re going to go through maybe 2,3, 4, 5 [calls], before you find your diamond in the rough. No matter what type of industry it is, that’s just the way the game goes.” - Bob Lachance

“Your time is your most valuable resource.” - Sujata Shyam

“We change a lot of Filipinos' lives, but on this side, we change a lot of real estate investors to reach their goals, whatever their goals be. If their goals are to flip a hundred properties a year to take the income and invest it into syndications, then guess what: we help them reach those certain goals. So it’s fulfilling for me to have a service business, to always be given and to always help whatever individual I’m working with, to obtain and reach their goals.” - Bob Lachance

“We all have the same challenges, it’s time.” - Bob Lachance

Connect to Bob through his Facebook, LinkedIn, and Instagram accounts

Check out his website www.REVAGlobal.com

And email him at ob@revaglobal.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: The journey of a real estate investor with Matt Picheny

Matt Picheny is focused on developing passive income streams that enable investors to write their own stories and choose how they want to spend their time. He specializes in revitalizing and elevating communities through real estate investment, community enrichment, and the arts.

Let’s tune in to his story!

[00:01 - 5:15] Opening Segment

Get to know my guest for today’s show, Matt Picheny
Matt’s background
How Matt got started on the real estate journey
Matt’s first investment in property

[ 5:16 - 29:13] Matt’s different types of the journey in real estate

Rent was the biggest show all the time for Matt
The pandemic and the rents (government)
Elevated communities through enrichment
Can get special programs of the government with green improvements
Smart business
Properties can be volatile
The situations that are harder to communicate when things aren’t going as you expected
How do you handle that?
Always be transparent
The lower cash on cash
If you want to solve a problem, you will need a smart business plan!
Matt tells us if when increasing the rents he increased his friends during that second year
Matt’s book is coming out!
“Backstage Guide to Real Estate” by Matt Picheny

[ 29:12 - 31:27] Closing Segment

Final Words
Connect with my guest, Matt, in the links below

Tweetable Quotes

"At a young age, I understood the basics that you can own property and rent money." - Matt Pichenyny

“I used to be an actor, so I had moved to NYC from Florida to pursue a career in theater; and, I realized that the rental was the biggest show of all time.”- Matt Picheny

Connect with Matt through his website www.picheny.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

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Title: Think About What You Ought To Do and Do It with Greg Lehrmann

Today’s guest for the show is Greg Lehrmann who is a 1031 Attorney. We’re excited to have him back on to tackle the book that influenced his career.

Let’s tune in to his story!

[00:01 - 01:40] Opening Segment

Let’s welcome my guest for today’s show, Greg Lehrmann
Welcome back to another episode of our segment, Investing Shorts

[01:41 - 05:59] A Book’s Profound Impact

Grant Cardone’s book: The 10X Rule
- See link in the show notes
Devouring the book in its entirety
The book propelled older listeners into the current trends in the space
What is the 10X Concept about
Don’t be a little bitch
Things to think about that you’ll eventually do

[06:00 - 07:25] Closing Segment

Final Words
Connect with my guest, Greg, in the links below

Tweetable Quotes

“I wouldn’t be on this podcast if I hadn't got that book.” - Greg Lehrmann

“If you think it would get you X amount to get to a goal, it’s probably going to take you as much, then you need to grasp that, you need to not complain about it.” - Greg Lehrmann

Email Greg at greg@apiexchange.com

And checkout his website www.apiexchange.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: The power of networks in the business world with Melanie McDaniel

Melanie's real estate journey began in 2015 when she read "Rich Dad, Poor Dad" by Robert Kiyosaki. It completely shifted her mindset about money and wealth. She was a law enforcement park ranger at the time, and it took until 2017 for her to prepare to leave the W-2 government job to jump into real estate full time.

She started as a real estate agent and went full-time into real estate syndication in early 2020. Melanie owns a 24-unit property in Norfolk, Virginia with partners, she is a limited partner on a 276 unit apartment in Huntsville, Alabama, she is a private equity fund manager, a Co-Sponsor in luxury residential assisted living portfolio in Dallas, TX, and a Co-GP in an industrial net-lease in Longview, TX.

Let’s tune in to her story!

[00:01 - 1:23] Opening Segment

Get to know my guest for today’s show, Melanie McDaniel

[1:24 - 10:09] Why is networking important to Melanie?

In real estate, networking it's so critical
Networking it’s so useful when you try to build relationships
What things could come with networking?
Collaborative business aids
Networking and investments
Communications networks
Find great opportunities and deals
Face to face interactions
Networking and real estate

[10:10 - 11:40] Closing Segment

Final Words
Connect with my guest, Melanie, in the links below

Tweetable Quotes

“We are humans, interacting with humans and we all want that human experience were balls of energy and we just need to be in community”. - Melanie McDaniel

“Networking is intentional relationship building”. - Melanie McDaniel

Connect to Melanie through Facebook, Instagram, Twitter, YouTube and www.freestylecapitalgroup.com

And email her at melanie@freestylecapitalgroup.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

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Title: Digging Golds on Vacant Lands with Kathy Kennebrook

Kathy Kennebrook is the ultimate success story. She spent over 20 years in the banking industry before discovering the world of real estate. After attending some real estate seminars this 4 foot 11 mother of two got really excited and before you know it she’d bought and sold hundreds of homes and vacant land using very little of her own money and none of her own credit.

She is known throughout the United States and Canada as the Marketing Magic Lady. She has put together a simple step-by-step system that anyone can follow to duplicate her success. Kathy has been speaking throughout the country and across Canada for many years and has shared the stage with Ron LeGrand, Dr. Phil, Dan Kennedy, Mark Victor Hansen, Ted Thomas and Suze Orman to name a few.

Kathy is going to share with you how she generates Huge income by mailing a handful of letters throughout the year to highly selected targets by knowing exactly what to send them, who to send them to and exactly how to deliver her message. She will teach you the secrets of pre-screening and automating your marketing and follow up systems to put your entire Vacant Land business on auto-pilot.

Let’s tune in to her story!

[00:01 - 07:48] Opening Segment

Get to know my guest for today’s show, Kathy Kennebrook
The journey of looking better ways to earn money
What drove Kathy to take action

[07:49 - 26:22] Passive Income in Vacant Lands

How can you turn vacant land into your passive income?
Kathy’s experience with her vacation house
Tips on getting a piece of vacant land
On finding sellers and owners of vacant lands
The areas where Kathy is looking at
Working with realtors
Determining the prices per property
The many opportunities with land-flipping
There are many ways you can do to invest in lands easily
How did Kathy learn about doing land Real Estate?
What Kathy did before land-flipping

[26:23 - 29:02] Closing Segment

Final Words
Connect with my guest, Kathy, in the links below

Tweetable Quotes

“Once the land is gone, it’s gone.” - Kathy Kennebrook

“That was my real motivation was to figure out what it was going to make me move forward, not procrastinate, and get the next deal done.” - Kathy Kennebrook

“Do your due diligence!” - Kathy Kennebrook

Connect to Kathy by emailing her at kpaddler@att.net and calling her at 941-792-5390

You can check out her Facebook and her following websites: www.landgirlusa.com and www.marketingmagiclady.com

WANT TO LEARN MORE?

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Or send me an email sujata@luxe-cap.com

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Title: Building an investment based in real estate with Ryan Nunes

Ryan Nunes is a commercial real estate professional that applies a Wall Street commodities background to an inefficient asset class. While running top-producing derivative sales teams on Wall Street, He worked hard to find creative solutions to solve risk management needs generating over $200 MM in revenue.

As the Director of Investment Sales, He loves working with clients to exceed their expectations. As the principal of a $64 MM real estate portfolio, He brings an institutional approach to a non-institutional portion of the asset class. And that’s not all! His specialties are Team building, networking, and exceeding client expectations.

Let’s tune in to his story!

[00:01 - 5:04] Opening Segment

Get to know my guest for today’s show, Ryan Nunes
Ryan shares his background about how he started in real estate
“Shale revolution”
His valuable experience in Wall Street
Property management

[ 5:05 - 28:10] Building an investment based in real estate

Go into the start of a data-driven detailed analytical approach.
What has Ryan done differently than other people in this type of business?
Try to understand the markets
What is the difference between good and bad deals?
Investors and stickiness
Importance and relevance of communication with the clients
Ryan explains what type of tools he uses.
Ryan’s first deal
A deeper dive into what Ryan thinks that’s his Wall Street running business experience
Trust and confidence between clients and brokers
The biggest challenge Ryan has ever faced
The competitive aspect

[ 28:11 - 29:56] Closing Segment

Final Words
Connect with my guest, Ryan, in the links below

Tweetable Quotes

“It’s great to see our deals perform well to see investors become repeat investors”. - Ryan Nunes

“What are the things that we think make good deals, good deals, and other deals bad?”. - Ryan Nunes

Connect to Ryan through Lifechangingcapital.com

WANT TO LEARN MORE?

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Dan Kryzanowski is an active real estate advisor, investor, and partner. Dan has raised millions of dollars across multiple channels, including accredited investors, family offices, and investment advisors, while empowering his partners to raise seven-figures on multiple occasions. He specializes in niche segments, such as industrial and self-storage, complemented with a deep knowledge of tax-advantaged investing.

Dan, a Wharton graduate, previously led commercial real estate initiatives for GE Capital in Mexico and South America. He also received a MBA from Thunderbird School of Global Management, graduating with Distinction (top honors). Dan holds Series 7 and 66 licenses, is a licensed Project Management Professional (PMP) and recently served as Corporate Board President for Hugh O'Brian Youth Central Texas (HOBY). Dan lives with his wife and son in Austin, TX.

Let’s tune in to his story!

[00:01 - 11:34] Opening Segment

Get to know my guest for today’s show, Dan Kryzanowski
Dan shares the reason why he wanted to start investing
Dan’s W2 job
Getting curious about someone else’s story
What’s compelling about the first deal
Dan shares more about his journey
Rocket dollar for newbies

[11:35 - 29:54] Where Dan’s curiosity brought him today

How Rocket Dollar places itself in the Marketplace
Another stop on the train
Why move to SD IRA to Solo 401k?
Checkout Dan's link below to get to know more about Rocket Dollar
Dan’s 500 sponsors interview
Tertiary Markets
The reason why Dan set out to interview 500 sponsors
Recommendations for Industrial space investors
What Dan looks for in an industrial deal
Expert tips for those looking for Industrial deals

[29:55 - 31:37] Closing Segment

Final Words
Connect with my guest, Dan, in the links below

Tweetable Quotes

“It’s the tangibility that I can take back my retirement dollars.” - Dan Kryzanowski

“There weren't many rich dads around.” - Dan Kryzanowski

“It’s always good when you have an existing relationship with a tenant. .” - Dan Kryzanowski

Connect to Dan through LinkedIn

And send him an email to dan@dankryzanowski.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: The appeal of investing in real estate with Kalpana Shyam

Kalpana, Sujata’s mother, started investing in private equity recently! In this episode, mother and daughter are going to share.

Let’s tune in to her story!

[00:01 - 2:02] Opening Segment

Let’s welcome my guest for today’s show, Kalpana Shyam
The right leverage

[2:03 - 7:21] Real estate is one of the favorite ways to invest money

Get a hundred percent of the appreciation of the value of real estate investment
The appreciation you can get by investing in real estate
Market appreciation
Reasons why real estate are so attractive
Do the homework!
Research about use leverage in real estate

[7:21 - 8:39] Closing Segment

Final Words

Tweetable Quotes

“In real estate, eventually, you still get 100% of the appreciation in the property for a fraction of the down payment”. - Kalpana Shyam

WANT TO LEARN MORE?

Connect with me through LinkedIn

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Title: On Winning Deals through Underwriting with Rob Beardsley

Let’s tune in to his story!

[00:01 - 01:45] Opening Segment

Welcome to another short yet fruitful episode on Investing
Get to know my guest for today’s show, Rob Beardsley

[01:46 - 11:02] A balance of all the good stuff

The biggest component: price
Aggressive and Conservative balance
Risks you will be meeting
Consider your expenses
Sooner is more important than later
Weigh their operational Assumptions
How to make deals work
How to survive amidst the competition
Success begets success

[11:03 - 12:44] Closing Segment

Final Words
Connect with my guest, Rob, in the links below

Tweetable Quotes

“You have to find ways to kind of stretch yourself and be aggressive with your numbers while keeping yourself safe.” - Rob Beardsley

“Not all risks are the same.” - Rob Beardsley

“If you’re wrong about your rent growth years down the road, that’s going to negatively impact you tomorrow.” - Rob Beardsley

Connect to Rob through his LinkedIn and email rob@lonestarcapgroup.com

Visit their website at Www.lscre.com download their free underwriting model tool and get in touch with them

WANT TO LEARN MORE?

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Or send me an email sujata@luxe-cap.com

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Max is a real estate investor, bestselling author, and highly sought-after consultant, speaker, and expert panelist on the topic of lead generation and marketing for real estate investors. In just a few short years, Max went from being a full-time high school Math Teacher to flipping over 100 houses.

Max’s unique marketing approach landed him onstage. Robert Kiyosaki being presented with the 2019 Industry Innovator of the Year Award. Fueled by his passion for real estate, Max is still a teacher at heart, and today he is going to share a strategy that’s working right now - in some of the most competitive real estate markets across the country – transforming ordinary investors into the TRUSTED EXPERT in the eyes of motivated sellers and private lenders.

Let’s tune in to his story!

[00:01 - 4:30] Opening Segment: Meet Max Keller

Let’s welcome my guest for today’s show, Max
How Max started in real estate.
Max’s work as a teacher and as an investor at the same time
Max started writing books and creating content of value
Help the people to trust in themselves

[4:31 - 21:10] Max passion for educating

The moment when Max knew the questions that people needed to ask
The switch from being a teacher to being a full-time real estate investor
Trust in feelings, the best formula
How Max helps people to know what is the best opportunity to invest
It’s important to understand what is and not a good deal
Action planning
The importance of having a plan a, b and c
Max’s recommendation on developing interest and trust in sponsors.
It is important to gain experience in business
The most successful people work with a mentor
“The 3 small biggest actions”

[ 21:11 - 24:04] Closing Segment

Final Words
Connect with my guest, Max, in the links below

Tweetable Quotes

“I think it’s important to understand some foundation stuff about what a good deal is and isn’t, because, if not, it's just really hard to verify if that person is telling you is actually the truth or not”. - Max Keller

“Things are pretty powerful. (...) It feels right, probably will is, if it feels wrong, don’t do it”. - Max Keller

Connect with Max through LinkedIn.

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

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Title: How Company’s Why's are a Strategy for Growth and Success with Scott Lewis

Scott Lewis is the co-founder and Chief Executive Officer of Spartan Investment Group, LLC (SIG). To date SIG operates over 68000 storage units, 200 RV pads, has completed $25M in development projects, has $115M more underway, and raised over $80M in private equity.

As the CEO, Scott is responsible for the strategic direction of the company and ensuring it aligns with SIG’s mission to Improve Lives Through Real Estate. In addition to Spartan, Scott is also in the US Army Reserves and a combat Vet. Scott graduated from Michigan State University with degrees in Chemistry and Marketing, from Catholic University with a MS in Management, and from Georgetown University with a Certificate in Project Management.

In his free time, Scott enjoys spending time with his wife, Lindsay, mountain biking, skiing, and chasing their Jack Russell Terriers around the yard.

Let’s tune in to his story!

[00:01 - 10:52] Opening Segment

Get to know my guest for today’s show, Scott Lewis
Scott shares where he started in his career
The characteristics of the environment Scott is working on
What Spartan company does during Mondays
Where Spartan started out
Why Spartan chose to move to Self-Storage Asset class

[10:53 - 24:25] Strong Why’s Produces Admirable Growth

Coming up with those Three E’s
Asset classes Spartan is considering
Spartan’s strategic plans
Spartan loves to mitigate risks
Independent from third party management
Challenges overcame by their company
Strong employee commitment
What sets Spartan apart from others
Balancing aggressive and conservative underwriting
What on-site due diligence looks like
The secret behind Spartan’s growth
Why Scott does what he does

[24:26 - 26:04] Closing Segment

Final Words
Connect with my guest, Scott, in the links below

Tweetable Quotes

“I wanted to go out and create an environment where people could grow personally and professionally, and I never found that on the corporate side.” - Scott Lewis

“If you pick the right people on and you trust them and you give them the tools to do their job, and you as a leader clearly articulate your vision and your strategic goals and those goals roll down to all levels of the organization.” - Scott Lewis

“The most important thing for a founder is to understand your why.” - Scott Lewis

“The reason I do what I do is for the team.” - Scott Lewis

Connect to Scott through their website at www.spartan-investors.com

You can email him at scott@spartan-investors.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: The next level of a self-storage entrepreneur with Zach Quick

Zach is a self storage owner operator based in Northwest, AR. Prior to self-storage full-time, Zach worked in various management roles at a Fortune 50 Retailer and Fortune 500 Staffing and Recruiting Firm.

Let’s tune in to his story!

[00:01 - 9:51] Opening Segment: Meet Zach Quick

Let’s welcome my guest for today’s show, Zach Quick
How Zach got interested in real estate
How he discovered that he wanted to control his own destiny
Zach’s first deal in real estate
What house hacking means
The time between the transition of residential and self-storage

[ 9:52 - 17:39] What did Zach like about self-storage?

Trying to run them like business and simplifying residential
Add more value quicker
Capital improvements
The biggest driver of value is to current storage owners who don’t want to raise prices
How his business works
The support of his wife was a key in his transitions from residential to self-storage
The stress during the two first months

[17:40 - 20:02] Closing Segment

Final Words
Connect with my guest, Zach, in the links below

Tweetable Quotes

“Society tells you that you’re supposed to get a job, supposed to be and maybe just naturally rebel against what I’m supposed to do” - Zach Quick

“The biggest driver of value is to current storage owners who don’t want to raise prices”. - Zach Quick

“The biggest thing is just a bet on yourself”. - Zach Quick

Connect to Zach through zachquick.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: Unlocking a 218-Unit Deal with Anthony Metzger

Anthony Metzger was born and raised in the great state of Minnesota. After high school, at the age of 18, He flew off to France to become a sommelier, that’s right, he loves wine! In fact, he spent his entire 20’s in the wine industry. He worked as a sommelier, a traveling winemaker (someone who travels to different countries during harvest season to make wine) and he filmed wine documentaries. He went to South Africa for 5 weeks to host and film a documentary called “South Africa Wine Documentary – The Pink Grape” on YouTube.

After his wine adventures, near the end of his 20’s, he decided he wanted to get into the real-estate world, quite a different path. One day, his brother Frederic introduced him to an apartment syndication investing podcast. After listening to the podcast, he decided that he wanted to become a syndicator. Moving forward, he found a private equity firm that was actively syndicating deals. He reached out and asked how he could add value to them. Their answer was to find them an apartment building to buy that meets their investment criteria. Next, he got educated on how to underwrite multifamily deals. He spent the next year and a half calling brokers, sourcing deals, underwriting deals, and making offers. After about 18 months of searching, a deal came across his inbox from a broker. Sure enough, after underwriting the deal, working with property management companies, and doing my due diligence, the deal met all of the private equity firm’s investment criteria. Once he was confident in the deal, he presented the deal to the firm and sure enough they accepted it and closed on it with him. This was his first real-estate deal, a 218-unit apartment complex! Since then he had closed on another deal and was actively looking to syndicate another big deal.

Let’s tune in to his story!

[00:01 - 11:12] Opening Segment

Get to know my guest for today’s show, Anthony Metzger
Anthony shares to us about how he got into the space
From a sommelier to a syndicator
Why Anthony wants to get rich
Learning how to underwrite
How Anthony got that 218 deal

[11:13 - 23:26] Anthony’s Incredible first deal

Building up the confidence getting 0 to 218 deals
When numbers remain numbers
Anthony’s social life
Doing things differently is how to keep going
Cultivating the beliefs to make things happen
Anthony shares about his biggest deal yet
Addressing the inefficiencies in a deal
Anthony and his team’s current deals

[23:27 - 25:35] Closing Segment

Final Words
Connect with my guest, Anthony, in the links below

Tweetable Quotes

“If I don’t do this, what else am I going to do?” - Anthony Metzger

“If you’re planning on doing what I do, which is finding a deal to bring to your group, or say you want to be a money broker where you want to bring money to a group whose doing deals, the best thing you could do is create a relationship with that particular group. The most important thing in the syndication business is that it is a team sport.” - Anthony Metzger

“I want to live my life in a certain way, and I know I need to do something different.” - Anthony Metzger

Connect to Anthony through his email anthony.metzger@yahoo.com

and his website www.financialbedrock.com to know more about his story and get a sample deal package they did

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

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Sonya Rocvil is the Principal and Founder of Bedrock Real Estate Investors, a privately-owned real estate company, specializing in the acquisitions and asset management of multifamily apartments in the United States. With over 15 years of experience within the financial services industry, she has syndicated multifamily deals totaling 374 units and valued at $18.6m.

She has also been an equity partner for multifamily investments totaling 438 units and valued at $28.7m.

Let’s tune in to her story!

[00:01 - 2:30] Opening Segment: Meet Sonya Rocvil

Let’s welcome my guest for today’s show, Sonya Rocvil
Sonya’s first favorite book that has been influential in her career as a real estate investor
Rich Dad’s Cashflow quadrant by Robert Kiyosaki

[ 2:31 - 10:56] Self-employed quadrants

Explication of self-employed, investments, and business quadrants
Why Sonya loves to help other business owners in their system possess
Sonya’s first favorite book that has been influential her life
Audiobook: “We Should all be Millionaires” by Rachel Rodgers
The focus is empowering the women
Explain the relevance of the audiobook
Sonya mentioned that Rachel Rodgers has a section on “Boundary”
How these types of books could support women
Maintain boundaries between personal time and business time

[10:57- 12:38] Closing Segment

Final Words
Connect with my guest, Sonya, in the links below

Resources Mentioned:

Rich Dad’s Cashflow quadrant by Robert Kiyosaki
“We Should all be Millionaires” by Rachel Rodgers
“You Need Boundaries” by Rachel Rodgers

Tweetable Quotes

“Establishing boundaries is a healthy thing” - Sonya Rocvil

“If you can’t create the space for yourself to be able to think, to be able to reflect, you're going to be in the same place the whole time”. - Sonya Rocvil

“You can’t do the same things and expect different results”. - Sonya Rocvil

Connect to Sonya’s company website www.bedrockreinvestors.com and follow her on LinkedIn.

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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Rich Dad's CASHFLOW Quadrant: Rich Dad's Guide to Financial Freedom

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Title: Virtual Assistants Makes Automated Businesses with Alicia Jarrett

Alicia is a passionate and driven global real estate investor based out of Australia, conducting deals in the USA. She co-owns multiple businesses including Global Citizens Holdings Inc., Landscouts, Supercharged Offers and WILDA for Women in Business. Focused on leadership in business and investing in land, her business ventures provide efficient real estate marketing and world-class data solutions, which assists other real estate investors to digitally transform their business for increased results.

Let’s tune in to her story!

[00:01 - 01:20] Opening Segment

Let’s welcome my guest for today’s show, Alicia Jarrett
Welcome back to another episode of our segment Productivity and Growth Hacking

[01:21 - 08:46] Alicia: the Queen of Automation

How Alicia automates her business
Their company looked at business the other way around
Alicia shares a story of her clients
Setting a person up for success: The bouncing ball
Virtual Assistants and the system
High-level project management tools
The people behind Alicia’s team

[08:47 - 10:45] Closing Segment

Final Words
Connect with my guest, Alicia, in the links below

Tweetable Quotes

“Process before people.” - Alicia Jarrett

“What’s your model for looking at the way people work? And if you want to grow, what does that look like?” - Alicia Jarrett

“People really need to step back from their business before they start to throw resources at things and start looking at the bouncing ball.” - Alicia Jarrett

Email Alicia at alicia@superchargedoffers.com and follow her on LinkedIn

Connect to her company websites!

https://sell.landscouts.com/

https://www.globalcitizenshq.com/

https://superchargedoffers.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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David Ounanian is a former software engineer who got burned out climbing the corporate ladder and found passive income from real estate investing with no money down through the BRRRR method.

Let’s tune in to his story!

[00:01 - 8:20] Opening Segment

Get to know my guest for today’s show, David Ounanian
David’s story
David get into real estate
How he realized that time is the most valuable asset
David got burned out climbing the corporate ladder
Consequences of doing a job that he didn’t want to do
If you do something that you love, it doesn’t feel like it’s a job anymore
Disconnection with passion

[8:21 - 36:09] Real estate and the BRRRR method

Job promotions
Sometimes you get paid less when you get a promotion
Retirement parties
Finding the purposes
David’s impact after reading “Rich Dad Poor Dad”
“The debt snowball” by Dave Ramsey
Became addicted to reading books about real estate and getting freedom
David’s first deal
The first deal is the hardest deal that anybody ever does
The key: Leverage the fear!
Remember that losing money it’s fine
Could lose money or time of your life
How is David's wife on board?
Importance to analyze too many deals
What is a good deal?
Real estate and the BRRRR method
He found his new career in being an adviser to other investors
Where to look at these types of houses

[36:10 - 37:32] Closing Segment

Final Words
Connect with my guest, David, in the links below

Resources Mentioned:

Rich Dad Poor Dad by Robert Kiyosaki

Tweetable Quotes

“Time is your most valuable asset, right? It doesn’t matter how much you getting paid it”. - David Ounanian

“If you do something that you love, it doesn’t feel like it’s a job anymore”. - David Ounanian

“The first deal is the hardest deal that anybody ever does”. - David Ounanian

“If I lose money, that's fine. I was more afraid of not making money and not getting out of that prison where I was in the corporate cubicle”. - David Ounanian

“Would you rather lose a couple of thousands or the next 25 years of your life?”. - David Ounanian

Connect with David through Instagram.

Find out more about David’s business through www.wealthagents.com.

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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Title: Following along the Wind of Change with Lisa Hylton

Lisa is the founder of Lisahylton.com and real estate investment company that provides opportunities for entrepreneurs and business owners to invest in tax-efficient real estate investments. Lisa is also the host of The Level Up REI podcast which airs every Tuesday and the first Thursday of each month for Conversations with Passive Investors.

Lisa Hylton is a CPA with approximately 10 years of audit experience from PwC and 4 ½ years as a controller on private equity real estate funds at a Los Angeles Investment Firm, Ares Management. Her current mission is to provide podcast episodes and investment opportunities for entrepreneurs and business owners to level up their businesses and real estate investing to build long-term wealth and financial freedom.

Let’s tune in to her story!

[00:01 - 12:09] Opening Segment

Get to know my guest for today’s show, Lisa Hylton
Lisa shares what drew her into the Real Estate industry
- Real Estate turned her off
- The universe had other plans
The Alchemist and its influence on Lisa
Life has plans, but you need to take action

[12:10 - 26:08] Knowing more about Lisa and her story

How Lisa did more Real Estate deals after the surprising change
A conversation on investing
Meeting so many like-minded people
Moving from institutional to Private space
The journey to killing limiting beliefs
On Lisa’s investments and savings
Grateful for doing what she wants to do
What excites Lisa with what her business does

[26:09 - 28:32] Closing Segment

Final Words
Connect with my guest, Lisa, in the links below

Tweetable Quotes

“The universe has a sense of humor.” - Lisa Hylton

“These experiences of living in unfamiliar places have helped me to be comfortable in my discomfort.” - Lisa Hylton

“Limiting beliefs and fears don’t go away.” - Lisa Hylton

Connect with Lisa through email at lisa@lisahylton.com

Find out more about Lisa’s business through www.lisahylton.com and grab a copy of her FREE book here.

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Agostino Pintus is a multifamily investor, syndicator, and entrepreneur with more than 15 years of experience in real estate. He currently oversees strategic partnerships, capital development, and platform development for Realty Dynamics Equity Partners, an investment firm specializing in multifamily acquisition and asset management services.

Let’s tune in to his story!

[00:01 - 11:11] Opening Segment:

Get to know my guest for today’s show, Agostino Pintus
When he was 10 years old, he decided he wanted to have his own computer company
How did he discover his passion for technology?
Schools don’t teach children how to build entrepreneur success.
American education system
Generational differences regarding entrepreneurship
Family support and concern
Starting entrepreneurship can be scary
Born to be an entrepreneur
People are not willing to leave their comfort zone

[ 11:12 - 30:42] How Agostino decide to go into real estate, after his last time he got fired

Why’d he turned to real estate?
The process
Epiphany
One person could change your life
Persistence: The powerful moment
Experience true freedom
How to overcome this hurdle between not being willing to give up your freedom for a paycheck
His first experience in real estate
Agostino moves to Ohio for real estate
He does what he knows how to do

[30:43 - 32:54] Closing Segment

Final Words
Connect with my guest, Agostino, in the links below

Tweetable Quotes

“Most education systems don’t prepare people to build entrepreneur success. They train soldiers, good workers (...). They prepare them for cover America” - Agostino Pintus

“Many people forget that this country, United States of America, was started really built on entrepreneurship” - Agostino Pintus

“I realize that the last time I got fired for doing a great job… How many more times am I going to put the fate of my career into my life? How many more times can I hand that over to someone who doesn't care about me?” - Agostino Pintus

Find Agostino on Facebook, Instagram, YouTube, and bulletproofcashflow.com. Check all his information on Linktree.

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: You’re Not Taught Everything that is Right about Money with Chris Naugle

From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America’s #1 Money Mentor. His success includes managing over 30 million dollars in assets in the financial services and advisory industry and tens of millions in real estate business, with over 300 transactions and an HGTV pilot show in 2014. Chris is also a nationally recognized speaker and author.

Let’s tune in to his story!

[00:01 - 16:28] Opening Segment: Chris’ Amazing journey

Get to know my guest for today’s show, Chris Naugle
Power combination: Being resourceful + an ambition to dream
Chris’ first job and his clinical depression
The beginning of the recession
How Chris got into the Financial Advisory world
Recession part 2

[16:29 - 32:00] Chris’ long History of Wealthy Experience

After exiting the Real Estate world
Losing nothing, gaining an iPod shuffle
Getting educated and meeting the experts
Learning what the wealthy know, do, and their why’s
When what ought to be taught was not taught
You were taught to work for money
Compound Interest theory
Getting yourself to control your money
Learning to say no to say yes
Being the bank
One more thing on syndications

[32:01 - 35:07] Closing Segment

Final Words
Connect with my guest, Chris, in the links below

Tweetable Quotes

“In the financial advisory world, they are looking for a very specific person: somebody who is a self-starter, somebody that doesn’t want to work a 9 to 5 punching the clock, they want someone who’s gonna go out there and get it.” - Chris Naugle

“It’s feast or famine in the financial advisory world. You either go out there and earn your keep or you’re out of the business.” - Chris Naugle

“Get familiar with local community banks.” - Chris Naugle

Find Chris on Facebook and Instagram, and email him at chris@flipoutacademy.com

You can also enjoy these FREEBIES from Chris!

FREE WEEKLY WEDNESDAY WEBINARS

FREE ASK ME ANYTHING ZOOM

FREE RESOURCES

FREE BOOK

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: Relationships are Wealth in the Real Estate Space with Chris Levarek

Chris is the Operations Manager for Valkere Investment Group. He coordinates the management of the company, technical infrastructure, and daily ongoing operations needed to support the business. He is accountable for the development/management of the Valkere Team and implementing company systems to improve business efficiency. He works in tandem with the Marketing and Sales Team to develop new/existing partner relationships and define/discover new investment opportunities.

He is an active member of the SIM Arizona Chapter for Tech Leaders and a Network/Infrastructure Team Lead at the largest credit union in Arizona. Chris lives with his wife Jamie and son Christopher in Phoenix, Arizona where he enjoys playing the guitar, spending time with family, and reading in his spare time.

Let’s tune in to his story!

[00:01 - 08:15] Opening Segment

Get to know my guest for today’s show, Chris Levarek
Chris shares to us what got him into the Real Estate space
Turning a company into a family business
How Chris and the company did their job
On trusting partners to create a good deal

[08:16 - 19:27] Chris’ family together in the business

What Chris did next
Financing the multiple properties they are handling
The RoadMap Chris used
Partners, Partners, Partners
Why is leveraging partnerships important
Developing a family business
Challenges and opportunities met
DISK profile and their company’s roles

[19:28 - 21:20] Closing Segment

Final Words
Connect with my guest, Chris, in the links below

Tweetable Quotes

“I think the main thing is when people start Real Estate, they usually invest locally, because they feel, “if something goes wrong I can just go to the property and do it myself.” That kind of limits you in what you're going to do later on in your business because you now feel like you have to do everything all the time.” - Chris Levarek

Find Chris through his following socials: LinkedIn, Facebook, Instagram, and YouTube

Check out his company website www.valkeregroup.com and email him at investments@valkeregroup.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: Embracing a Rewarding Career called Real Estate with Pam Scamardo

Pam took an unconventional jump into multi-family investing. She graduated with a Masters in Aerospace Engineering, and worked as an aeronautical engineer at Lockheed Martin, Boeing and United Technologies for over 10 years.

She had seen peers spend 30+ years saving a nest egg for retirement, and hold off on retirement plans with the trepidation that they didn’t quite have enough to leave. She was determined to find a better way and founded TPK Properties - a multi-family investment firm focused on syndicating 50+ units. TPK Properties' singular mission is: “Preservation of Investor Capital Through Multi-Family Acquisitions.”

Let’s tune in to her story!

[00:01 - 08:53] Opening Segment

Get to know my guest for today’s show, Pam Scamardo
Pam shares how she turned into an investor from being an Engineer
The author becoming a mentor
How Pam found her first deal

[08:54 - 20:18] What Pam reaped in her journey so far

The logistics of leaving the Engineering work for good
It is a team sport
Being a good steward of investor’s capital
Internally growing the money in Real Estate
What is the BRRRR method?
Pam’s business goals
The lessons Pam learned
How Pam met her partners
Pam wouldn’t exchange Real Estate for anything
Advice for novice investors

[20:19 - 22:19] Closing Segment

Final Words
Connect with my guest, Pam, in the links below

Tweetable Quotes

“We all talk about financial freedom and financial independence, but how do we get there?” - Pam Scamardo

“Everyone starts somewhere. It’s okay to start somewhere even if it’s small.” - Pam Scamardo

“Multifamily investing is a team sport.” - Pam Scamardo

Find Pam on Instagram, LinkedIn, and email her at pam@tpkproperties.com

Subscribe to Pam’s YouTube, and follow her websites https://www.letsgocreatewealth.com/ and https://www.tpkllc.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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Title: Getting Your Money to Work for You with Sarry Ibrahim

Sarry Ibrahim is financial planner and member of the Bank On Yourself Organization. He helps Real estate investors, business owners, and full time employees grow safe and predictable wealth regardless of market conditions using a financial strategy that has been around for over 160 years.

Sarry started this journey when he was in grad school completing his MBA. He worked for companies like Allstate, Blue Cross Blue Shield, Cigna Healthspring, and Humana before founding Financial Asset Protection, a financial services firm that focuses on one sole concept; the Bank On Yourself Concept, also known as the Infinite Banking Concept.

Let’s tune in to his story!

[00:01 - 03:24] Opening Segment

Get to know my guest for today’s show, Sarry Ibrahim
Sarry shares how he got to the Real Estate space

[03:25 - 22:56] Investing through Insurance

What is Infinite banking?
A Whole Life Insurance Cash Value Policy
How to Get a Whole Life Insurance
More into Infinite Banking concept
Tax-free retirement for the family
This is a long-term strategy
Clients and their objectives
The comparison
Policies and factors that affects it
Your money works for you
Tax advantages of Infinite banking

[22:57 - 24:35] Closing Segment

Final Words
Connect with my guest, Sarry, in the links below

Resource Mentioned

Becoming Your Own Banker

Tweetable Quotes

“It’s not the interest rate that will get you, it’s the volume of interest.” - Sarry Ibrahim

“It’s a long-term strategy. It’s not something you do for a few years, it’s not just I can take a dollar and convert it to five dollars overnight. Infinite banking is usually a 20, 30 year strategy.” - Sarry Ibrahim

Follow Sarry’s LinkedIn and email him at sarry@finassetprotection.com

Check out his company’s website at https://finassetprotection.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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Title: Bridging the Gap Between the Involved and Uninvolved with Erin Spradlin

Erin co-owns Erin and James Real Estate, which services the Denver and Colorado Springs markets. She has recently completed a book about how remote workers are impacting real estate and how to make them your tenant base. The book's name is American Nomads and is available on Amazon.

Let’s tune in to her story!

[00:01 - 10:42] Opening Segment

Get to know my guest for today’s show, Erin Spradlin
Erin shares how she and her husband got started in Real Estate
Dissatisfaction from work and achieving a dream
Erin’s AirBnB business
AirBnB friendly cities

[10:43 - 28:13] Erin: Her thoughts, her journey, her story

How AirBnB and her book intersect
Remote work and COVID-19
The interesting trend where AirBnB topped
What juices Erin to keep going with this space
Making Real Estate accessible to everyone
What can be done to bridge the investing gap
Where Erin and his husband are headed in their business
Erin’s thoughts on how women with kids approach real estate
Getting investments early

[28:14 - 30:19] Closing Segment

Final Words
Connect with my guest, Erin, in the links below

Tweetable Quotes

“I’m going to write a book about this because it will absolutely change where people want to live and what they can do.” - Erin Spradlin

“It’s very exciting that people have these different options.” - Erin Spradlin

“Trying to make Real Estate more accessible to other people, that is very important to me.” - Erin Spradlin

Connect to Erin and her husband through their website https://www.erinandjamesrealestate.com/

Follow Erin through her LinkedIn and email her at erin@erinandjamesrealestate.com

Grab a copy of her book, American Nomads

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: How the Office to Multifamily Conversion is a Powerful Space with Fletcher Clardy

Welcome back to the show! Today’s wonderful guest is Fletcher L. Clardy III who has a Masters degree in Science of Entrepreneurial Real Estate. He finds and sources the deal flow in his company, as a deal desk captain & consultant at Clarity Equity Group, LLC.

Let’s tune in to his story!

[00:01 - 08:10] Opening Segment

Get to know my guest for today’s show, Fletcher Clardy
Fletcher had always been passionate on educating others on Financial Literacy
Fletcher learned “too late”
The transition to Real Estate

[08:11 - 23:45] Office to Multifamily Conversion

What is it and how does it work?
The success with work from home
Identifying where to work
The challenges met by Fletcher and the team
What is the investor appetite like for Conversions?
The trends in Office to Multi Family Conversion
Future developments awaits

[23:46 - 25:42] Closing Segment

Final Words
Connect with my guest, Fletcher, in the links below

Tweetable Quotes

“Financial literacy is something that is not taught at an early age.” - Fletcher Clardy

Connect with Fletcher through this website https://clarityequitygroup.com/

You can reach the company number by dialing 816 360 9602

Follow Fletcher at LinkedIn and email him at fletcher@claritymgmtgroup.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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Title: Single Moms can do Real Estate Investments too with Sadhana Sabharwal

Sadhana is a single mother with three sons, a full-time law clerk, and enthusiastic real estate investor. Over the past decade of investing in real estate, Sha had bought and sold over 30 different properties, including single family homes, duplexes, four-plex, a fiveplex, a sixplex, and an eight-unit building.

She enjoys positive cash flow from her properties and is still looking forward to investing in more. Her specialty is buying undervalued properties that need work, fixing them up, and then refinancing them in order to get the newly-gained equity out of the property; She then continues to rent them out to tenants, who provide her with an ongoing positive return on my investment.

She has also been called the "No Money Down Queen", as she has built her portfolio of properties with none or little of her own money. She loves to invest through “recycled” money and also by creative financing strategies, including: traditional bank financing, lines of credit, financing from private lenders, borrowing from family, credit cards, as well as joint venture partners who provide initial funds for down payments.

Her name Sadhana means “meditation.” She is a spiritual person who believes in nurturing relationships and helping others attain their goals. This is why she has created her "No Money Down Academy" online course on real estate investing, showing others all you need to know to go from beginner to professional real estate investor. She is happy to assist anyone who wishes to invest in real estate, and is interested in one-on-one coaching or joint ventures with her.

Let’s tune in to her story!

[00:01 - 05:09] Opening Segment

Get to know my guest for today’s show, Sadhana Sabharwal
Divorce and debt
Sadhana’s lightbulb moment

[05:10 - 27:49] Sadhana’s amazing journey

Sadhana shares how she started her first deal
What's “No Money Down”?
Working out the roles and responsibilities in a deal
Mortgages in Canada
Getting financial independence without college education
The single mom image and successful children
How Sadhana got a law clerk job
Sadhana still works as a law clerk to continue growing
Where Sadhana is headed now
How Sadhana scaled her business

[27:50 - 30:01] Closing Segment

“No” just means the next opportunity!
Final Words
Connect with my guests, Sadhana, in the links below

Tweetable Quotes

“If the property did not have cash flow, I was not interested in it.” - Sadhana Sabharwal

“I don’t want my kids to be not successful because they came from a broken home.” - Sadhana Sabharwal

“Knowledge is not that you could store it, it is just when you see an opportunity, you’ll be able to recognize it.” - Sadhana Sabharwal

Connect with Sadhana through her website www.singlemommillionaire.com

And her LinkedIn, Facebook, and Instagram accounts

Email her at sadhanasabharwal@hotmail.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: To Grow Wealth is to Invest with Dave Holman

Dave is a writer, full-time real estate professional (investor, broker, property manager), dad, runner and pet goat owner. Author of: Youth Renewing the Countryside, Coffee Smuggler and Cyber Fire. He is the founder of Holman Homes which he works with friends and family to invest in real estate that helps grow and diversify communities. He is also the Co-Founder of Katahdin Property Management who provides property solutions for owners and residents that increase sustainability, building health and improve communities.

Let’s tune in to his story!

[00:01 - 03:40] Opening Segment

Get to know my guest for today’s show, Dave Holman
Dave shares his journey in Real Estate so far
Real Estate is a way Dave knows he can make an impact in the world

[03:41 - 26:23] Dave’s Interesting take on Investments

Dave shares his thoughts on Cash-out refi’s vs. Passive Income
Depreciation: the cake
The reasons why depreciation is a good catch
Key differences between Appreciation and Forced depreciation
What is the Cash-out Refi?
One regret in common
How many moves and how you leverage it
Dave’s strategy in growing his wealth
Pledged Asset Accounts
What is actually risky: investing in stocks or passively investing?
Tangible assets

[26:24 - 28:23] Closing Segment

Final Words
Connect with my guests, Dave, in the links below

Tweetable Quotes

“What can really change your life is this taboo subject that Real Estate investors always shy away from called depreciation.” - Dave Holman

“Things that are real are inherently less risky than what I would prefer to have as paper assets.” - Dave Holman

“The tangibility of real estate is really significant.” - Dave Holman ------------------------------------------------------------------------

Connect with Dave through his website at www.holmanhomes.com and https://www.katahdinmanagement.com/

You can email him at dave@holmanhomes.com

If we want to learn more about what Dave shared, he is happy to have a chat with you! you can also call him at 207 517 5700

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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Title: Admitting Mistakes and Learning from Experience with Jeff Greenberg

Jeff Greenberg is the CEO and Managing member of Synergetic Investment Group, LLC (SIG). He has managed all aspects of commercial real estate ownership including acquisitions, investor relations, operations, value add implementation, and dispositions.

SIG currently focuses on helping high net worth individuals, passively invest with best in class Commercial Deal Syndicators, and invest in Commercial Real Estate. Jeff uses his extensive experience to educate investors so they can better determine the overall merits of an investment opportunity.

Jeff has been involved in projects worth nearly $50 million consisting of over 1100 units. Jeff currently controls properties in Texas, Georgia, Arizona and Ohio including over 300 student housing beds. Jeff has been involved with stabilized and value add properties including Student Housing, as well short term rental, and Market Rate MF properties

Let’s tune in to his story!

[00:01 - 08:19] Opening Segment

Get to know my guest for today’s show, Jeff Greenberg
What was Jeff’s interest with Real Estate and what drew him in the space
A potential landlord getting deeper with syndications
Looking for a way out from his day job
The 2005 situation - the mentality and strategies

[08:20 - 20:20] The Shift

Meeting a Multifamily & Real Estate Coach
Jeff’s 20-unit property - his first deal
How Jeff found the first deal
What Jeff’s network was like back then
Lessons learned: First Deal journeys
Jeff’s trajectory from his first deal up until now
Jeff is currently looking to partner up with expert Operators

[20:21 - 23:48] Closing Segment

Final Words
Connect with my guests, Jeff, in the links below

Tweetable Quotes

“There were deals that we passed up that we shouldn’t have, that would have been great deals.” - Jeff Greenberg

“The big mistake we made is there is very little upside to the property.” - Jeff Greenberg

“We kept going even though we weren’t making a lot of money.” - Jeff Greenberg

Connect with Jeff through jeff@synergeticig.com

And join him on a chat at his Clubhouse room every Tuesdays and Thursdays from 4:00!

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: Flexibility and Freedom in the Real Estate with Eng Taing

Eng is the CEO & Founder of Touzi Capital (pronounced Toe-Zee) and is an experienced real estate investor with $200M assets under management. Eng is an economist by training, from the Wharton School of Business. He also has experience leading data science and analytics at Apple, Capital One and AT&T. He's the classic immigrant story, born in a refugee camp in Thailand escaping the Khmer Rouge and finding success in data & math in America. Eng focuses on high cash flow investments and providing passive income to investors by acquiring and optimizing multifamily apartment buildings, senior living communities, & bitcoin mining operations.

Let’s tune in to his story!

[00:01 - 06:45] Opening Segment

Get to know my guest for today’s show, Eng Taing
Eng shares the overview of his Real Estate journey
How Eng got his properties
The side hustle became the main hustle

[06:46 - 20:24] On Doing Real Estate and Focusing on Senior Living Asset Class

Getting Project Managers
When and how Eng decided he wanted to do Real Estate full-time
Why Taxes and Cash Flow are Eng’s favorites about Real Estate
Phases of growing your wealth
The flexibility and freedom you have with a Passive Income
What other asset classes Eng invests in
Senior Living deals Eng is looking in for currently
What are Opportunity Zones
Why OZ is a good match with Senior Living

[20:25 - 22:58] Closing Segment

What kind of Senior Living properties Eng likes to focus on
Final Words
Connect with my guests, Eng, in the links below

Tweetable Quotes

“Having tax-free income really helps because at some point in your life, you realize, your biggest expense in life is taxes.” - Eng Taing

“Everyone was focused on paycheck and income.” - Eng Taing

“I love the fact that I could focus on my family, I could focus on my career when I needed to, but still put my capital to work, and still earn a passive income.” - Eng Taing

Connect to Eng by following his Socials! He has a LinkedIn, Instagram, Facebook, and TikTok (@engtaingofficial) accounts

Email him at eng@touzicapital.com and check out his website www.touzicapital.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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Title: Planting Trees and Investments with Karen Briscoe

Welcome to the show’s first Growth and Success Hacks Segment! Today’s guest is Karen Briscoe.

Karen Briscoe is the creator of the transformative "5 Minute Success" concept. Her first book Real Estate Success in 5 Minutes a Day: Secrets of a Top Agent Revealed, and Commit to Get Leads: 66 Day Challenge® and Consult to Sell: 66 Day Challenge® offer a combination of information and inspiration delivered through memorable stories. The daily format with takeaways propels one to achieve success at a higher level in business and life. Topics include: Commit to Get Leads; Consult to Sell; Connect to Build and Grow; Success Thinking, Activities and Vision; which all lead to the Sweet Spot of Success. Her most recent book, Flip Time / Love Life is a Heroine’s Journey tale about loving the life you have while you create and co-create the life of your dreams.

Karen is the principal owner of the Huckaby Briscoe Conroy Group (HBC) with Keller Williams. The HBC Group has been recognized by the Wall Street Journal as one of the 250 Top Realtor® teams in the United States. Since 1977, HBC Group has sold over 1,500 homes valued at over $1.5 billion. The team consistently sells over 100 residential properties annually ranging from multi-million dollar luxury estates to condominiums and townhomes. Primary market areas include Northern Virginia, suburban Maryland, and Washington, DC.

Let’s tune in to her story!

[00:01 - 01:06] Opening Segment

Get to know my guest for today’s show, Karen Briscoe

[01:07 - 06:10] Karen the Coach

The common concern Karen hears
When do you get in?
A Deeper Dive into Dollar Cost Averaging
When is the right time for you?
Accidental investors
Risk and Careful Investment

[06:11 - 07:46] Closing Segment

Final Words
Connect with my guests, Karen, in the links below

Tweetable Quotes

“The best time to plant a tree is now.” - Karen Briscoe

“That is one way I help people recognize the fact that they need to just get into the bark and just jump to the water.” - Karen Briscoe

“Don’t wait to buy real estate, buy real estate and wait.” - a famous saying

Check out 5 Minute Success website www.5MinuteSuccess.com

Like and Follow the 5 Minute Success LinkedIn, Facebook, and Twitter Page and join the community!

Don’t forget to subscribe to Karen Briscoe’s YouTube channel and connect with her Skype by entering Karen Briscoe

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Problems, Partnership, and Persistence with Michael Shaughnessy and Bernie Leas

Bernie Leas has an extensive background in running high-performing teams at scale, and has successfully managed multi-million dollar operations worldwide. Mike Shaughnessy is Bernie’s General Partner on a 16-unit complex in Tullahoma, TN, two profitable single-family investment properties in the Indianapolis, IN market, and is a partner in a group that owns a 60-unit complex in the Atlanta, GA area.

Let’s tune in to their story!

[00:01 - 06:11] Opening Segment

Get to know my guest for today’s show, Mike and Bernie
Satisfied with the W2 but Real Estate gives something more
Bernie shared to Mike how Real Estate works
Doing the project together and growing portfolio
Both had the same kind of mindset

[06:12 - 29:34] Mike and Bernie’s Multifamily Journey

Getting the sense of having a good or bad deal
What having no value in a market means
Mike and Bernie’s process of determining which market to hone
COVID 19 and walking away from some deals
Learning from the setbacks they walked away through
Migration and Work Patterns
Persistence on pushing a deal through the finished line
Deciding to be business partners
Mike and Bernie sold their houses to push the syndication business
Taking pleasures in small wins
What deals Mike and Bernie are looking for the next months

[29:35 - 31:39] Closing Segment

Final Words
Connect with my guests, Mike and Bernie, in the links below

Tweetable Quotes

“It’s been on the list for the last five years of one of the hottest markets in the country, that just means there’s no value here, right. That doesn’t mean that there’s no value, it’s just that when you’re entering the market without any relationships, and no one is going to give you a market deal, there’s no value to be created.” - Michael

“That’s a great lesson for us. We thought we had a good deal, circumstances change and we didn’t have a great way to talk to our investors up there, and we knew that maybe, for our next deal, our takeaway was, maybe we should do something safer, where investors don’t get freaked out because it’s a high-class market.. That might be better for us...” - Michael

“If we didn’t jump in and if we’re not persistent in making sure every road is crossed and every eye is dotted, every piece of information was there, it wouldn't have got done.” - Bernie

Checkout Mike and Bernie’s business through https://elementalequityllc.com/

Let Elemental Equity do the heavy lifting! Email Mike through mike@elementalequityllc.com and email Bernie through bernie@elementalequityllc.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: It’s Not too Late to Do What You Love to Do with Yishai Breslauer

CRE entrepreneur and the host of the CRE SharkEye Show. Went from a schoolteacher to become a CEO of a real estate development and investment company.

Let’s tune in to his story!

[00:01 - 12:12] Opening Segment

Get to know my guest for today’s show, Yishai Breslauer
The teacher turned CEO
Yishai’s life restarted at 35 years old
What inspired Yishai to push forward in the Real Estate industry
Yishai proved everybody wrong
Loving Real Estate overflows from your heart

[12:13 - 26:51] How Yishai pursued what he loves

What made the career switch possible for a person at 36 years old
Your mindset is your key for moving forward
Relationships propels success - nurture those!
Look for opportunities to connect with others
Yishai’s takeaways about Commercial Real Estate
The best way to start with Real Estate
Pre-COVID and Post-COVID Asset Class focus
Will Office space be repositioned?

[26:52 - 30:04] Closing Segment

Yishai is heavily involved with PropTech as well!
Final Words
Connect with my guest,Yishai, in the links below

Tweetable Quotes

“The more you learn, the more you understand what you don’t know.” - Yishai Breslauer

“What am I going to do with myself? I want to do something different, I want something more.” - Yishai Breslauer

“It is hard. Not gonna play it down. It is always hard. No matter where you are, life is always hard. It just depends how you take it and how you look at things, what your mindset [is.] That’s what matters.” - Yishai Breslauer

You can email Yishai at ybreslauer@gmail.com

Checkout his website https://www.yishaibreslauer.com/

Access his Spotify Podcast and Apple Podcast and make sure to follow and listen to his remarkable content. Don’t forget to subscribe to his YouTube channel for more solid CRE content.

The 7 Day CRE Challenge - Get the first day free: https://lnkd.in/dg8ptDN

The best 6 secrets of commercial real estate (Free Download): https://lnkd.in/dZkCUFR

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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Title: Worthy Prize of Self-Directed IRA Investments with Brian Martinez

Brian has a passion for educating passive investors on building tax free wealth.

Let’s tune in to his story!

[00:01 - 04:36] Opening Segment

Get to know my guest for today’s show, Brian Martinez
Brian shares about how he got into the real estate space
What made Brian interested in Self-directed IRA
Brian knew he could do it

[04:37 - 21:35] The Basics

Describing Self-Directed IRA to beginners
Brian shares the assets you can invest in with IRA
The reasons why people want to invest
Other considerations in investing with SDIRA
Private Lending is very powerful
Investing in Real Estate Syndications with Self-Directed IRA
Brian’s advice to someone interested in Alternative asset classes
Costs in setting up SDIRA with Nuview
How Self-Directed IRAs help in diversifying portfolio
On Solo 401K plans

[21:36 - 23:35] Closing Segment

Final Words
Connect with my guest, Brian, in the links below

Tweetable Quotes

“Real Estate is always going to be there. No matter what, people are going to need some place to live .” - Brian Martinez

“There’s a lot of power in private lending.” - Brian Martinez

“Figure out what your niche is and focus on that.” - Brian Martinez

You can email Brian at bmartinez@nuviewtrust.com

Check and follow his website www.Nuviewtrust.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: Legally Protecting Your Assets with Brian Bradley

Let’s tune in to his story!

[00:01 - 04:41] Opening Segment

Get to know my guest for today’s show, Brian Bradley
What is asset protection and why does it matter?
Why is it important as Real Estate investors to prepare for legal issues?

[04:42 - 23:15] Deeper into the Legal Matters

Legal System Changes throughout the Years
Old School and Modern Thought with
Basics of Modern Protection
Misconceptions with LLCs
Adding in the Multilevel LLC
Commonly held knowledge or Misconceptions
What cases Brian has faced so far
Risky Assets and LLCs
What investors need to know about protection
A Passive Investor’s first step

[23:16 - 26:09] Closing Segment

Final Words
Connect with my guest, Brian, in the links below

Tweetable Quotes

“I can’t stop you from being sued, no one can stop you from being sued, but what we do have control over is how collectible you are.” - Brian Bradley

“Anytime you have your own asset, you must not have it in your own name.” - Brian Bradley

“This is the time you need to pay attention to what you own and how you own it, because times are changing.” - Brian Bradley

You can email Brian at brian@btblegal.com

And jump ahead to his website at www.btblegal.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: Tasting and Seeing Freedom in Real Estate with Vanessa Peters

Welcome to our first #PersonalFreedomFridays episode!

Today’s guest is Vanessa Peters, MD, is the founder of VMD Investing who has been investing in real estate for 12 years in single family homes, commercial retail, apartment communities, short-term rentals, self-storage, land entitlements and manufactured home parks. She has invested in over 2500 units across 15 properties and 6 funds. She is passionate about helping busy professionals build wealth through passive, income-producing real estate that provides attractive returns and a proven roadmap to financial freedom. She is the author of The Busy Professional's Guide to Passive Real Estate Investing - A physician's path to building wealth, creating financial freedom & leaving a legacy.

Vanessa Peters earned her medical degree at the University of Calgary, Alberta, Canada and moved to the US from Canada in 2002. Dr. Peters is a Family Physician and Chief Physician Officer for Graybill Medical Group, a primary care owned medical group in North San Diego County with 12 locations and 80+ providers. She is involved in her community and is on the Board of Directors for Interfaith Community Services, a nonprofit that focuses on reducing homelessness in San Diego County. She lives in Escondido with her husband and son and enjoys hiking, traveling and yoga. She also has a passion for aviation and has earned her Private Pilot Certificate.

Let’s tune in to her story!

[00:01 - 01:02] Opening Segment

Get to know my guest for today’s show, Vanessa Peters

[01:03 - 07:08] Vanessa’s Taste of Freedom through Real Estate

Vanessa shares her hottest tips in increasing personal freedom
Calculating what the future holds
Having the option to do whatever it is that makes you happy
Powerful way of just doing it

[07:09 - 08:34] Closing Segment

Final Words
Connect with my guest, Vanessa, in the links below

Tweetable Quotes

“I wish I had gottens started when I was a little bit younger. So I just gotta speak to the younger folks: start now!” - Vanessa Peters

You can email Vanessa at vanessa@vmdinvesting.com and connect to her Facebook accounts:

https://www.facebook.com/vmdinvesting and https://www.facebook.com/vanessapetersmd

Her LinkedIn accounts are www.linkedin.com/company/vmd-investing and www.linkedin.com/in/vmdpeters

Check out Vanessa’s website www.vmdinvesting.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Journeying in the Mobile Home Park Industry with Todd Sulzinger

Todd Sulzinger is a former Silicon Valley finance executive turned real estate investor with a focus on the growing niche of mobile home park investing. His company, Blue Elm Investments, has built the expertise to turn neglected mobile home parks into vibrant communities, increasing the availability of safe, clean, and affordable housing for their residents, while offering their investors a strategic way to diversify their portfolios. Todd is also the co-author of Success Habits of Super Achievers, a #1 Amazon bestseller with secrets, tips, and inspiration to accelerate your success.

Let’s tune in to his story!

[00:01 - 04:51] Opening Segment

Get to know my guest for today’s show, Todd Sulzinger
Working on his W2 job
Listening to a podcasts for Real Estate Education
Learning about Real Estate Syndications during his first property

[04:52 - 17:46] More into Todd's Journey

Major attracting factors Todd sees in Real Estate
What Todd loves about Mobile Home Park asset class
The rarity and security of the MHP asset class
How can Mobile Home Parks become a nice place to live in
Todd shares about his first Mobile Home Park deal
What Mobile Home Park consultants look for in deals

[17:47 - 20:12] Closing Segment

Advice for those who are interested in the Mobile Home Park asset class
Final Words
Connect with my guest, Todd, in the links below

Tweetable Quotes

“Overtime, I just kind of pulled in the direction of Real Estate just because of its historical ability to build people’s wealth overtime.” - Todd Sulzinger

“Mobile home parks are the only asset class where there are fewer mobile home parks across the country every year. There’s rarely mobile home parks being built.” - Todd Sulzinger

You can email Todd at todd@blueelminvestments.com and follow him on LinkedIn

Checkout his website at www.blueelminvestments.com

Grab a copy of Success Habits of Super Achievers

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: A Segment on Success in Growth Hacks with Steven Libman

Steven Libman is one of the Managing Partners of Integrity Holdings Group. Prior to Integrity, Steven began as a Realtor, and then flipped almost 1,000 properties in the residential real estate space. After getting burnt out in a very transactional, highly taxed business model, IHG moved into the multifamily and self storage space to create passive, tax advantaged income for themselves and their investors.

Steven has contributed and been recognized by a number of different industry publications including Forbes, and the Top 100 in Real Estate. IHG also runs a donor advised fund where it carves out a percentage of company income to create passive income for non profits around the world. Steven has a B.A. from Boston University. In his spare time, he focuses on spending time with his wife Grace and 3 kids, volunteering at his local church, playing golf, and tennis. A self described foodie and personal growth focused entrepreneur, Steven has a desire to help people reach their own personal and investment goals through any means possible.

Let’s tune in to his story!

[00:01 - 01:05] Opening Segment

We’ll have a short yet sweet episode with Steve Libman

[01:06 - 07:30] Steven’s Productivity Hacks

Steven shares his habits that developed him to become successful
The two kinds of operators
On stress and clarity
Priorities for the day
Achieving freedom
How Steven does the challenge with his team

[07:31 - 09:02] Closing Segment

Final Words
Connect with my guest, Steven, in the links below

Tweetable Quotes

“As clarity goes up, your stress goes down.” - Steven Libman

“I don’t like to be constrained by time.” - Steven Libman

“Put it on the calendar when it becomes a priority.” - Steven Libman

You can email him at steven@integrityhg.com and follow him at LinkedIn, and check out Integrity holdings website www.integrityhg.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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SS8: How Suja got her Start in Real Estate: Part 2

Today, I share more about how I got my start in Real Estate. For sure, there’s so much from my journeyings that I would love to share with you, because they are filled with so many lessons that may apply to the real estate journey you’re having right now. If you are interested in hearing more about my story, tune in through today’s episode.

[00:01 - 01:29] Opening Segment

Welcome back to the show
Are you ready to hear about house hacking?

[01:30 - 10:23] The Lessons I learned in the hard way

What is house hacking?
How did I do my first house hacking
Limiting beliefs that shouldn’t be limiting beliefs
You are who are with - DKDK
Upsetting the turn of events: the biggest blessing in disguise
When difficult things happen
Problems are springboards to jump higher

[10:24 - 11:34] Closing Segment

Final words
Connect with me in the links below

Tweetable Quotes

“Having examples in one’s life of things that you want to do is so important. There’s a saying: you are the average of the five people that you spend the most of your time with.” - Sujata Shyam

“Sometimes, a huge blow from the universe could turn into a huge opportunity, if you choose to make it so.” - Sujata Shyam

“The solution lies within the problem.” - Sujata Shyam

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: Pursuing Real Estate without Sacrificing Your Personal Life with Susan Elliot

After a decade spent as a whitewater kayak guide and Engineer, Susan had her own financial breakthrough that led her to real estate investing. Finding her freedom further sucked away as a landlord, she transitioned into Notes, specifically the value-add strategy in Non-Performing Notes. She and her partners founded Flow State Investing to help others access this little-known world of real estate and the risk mitigation and positive-impact potential that comes with it. Susan is committed to helping others build wealth without sacrificing their bucket list and the dream life they envision.

Let’s tune in to her story!

[00:01 - 08:10] Opening Segment

Get to know my guest, Susan Elliot
Deep connection with yourself through deep experiences
Undeniable about making money
Susan is a River Engineer
Investing bringing two worlds together
Suffocating work life

[08:11 - 23:44] Susan’s Adventurous Life

What drawn Susan into Real Estate
Susan’s thirst for Real Estate knowledge
The level of freedom while doing Real Estate
The fire movement - your financial freedom number
Investments on Stock Market and Real Estate
Let’s hear about Susan’s transition
Susan realizing she can do more
Notes is the asset class that fit the missing piece in Susan’s life
How does being a Kayaker and an Athlete help Susan’s Real Estate career
Is Susan’s career and personal life hard to balance?

[23:45 - 26:11] Closing Segment

Final Words
Connect with my guest, Susan, in the links below

Tweetable Quotes

“I do think that it’s incredibly valuable work, but for me, I need a little bit more of human interaction, and Real Estate has been a great way for me to work with really amazing teams, talk to investors, help share the potential of investing with other people and guide them through that process.” - Susan Elliot

“I do see that being tied 40 hours in the Engineering world felt suffocating to me a little bit.” - Susan Elliot

“Real Estate is a hard asset.” - Susan Elliot

You can email Susan at susan@flowstateinvesting.com, and follow her LinkedIn, Facebook and Instagram accounts @flow.state.investing and @sheseeksflow

Subscribe to her YouTube channel https://www.youtube.com/channel/UCPGgzV38vjcZeLh-_rCneTA

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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Title: Stewardship and Biblically Responsible Investing with Jared Williams

Jared Williams is the leading expert on investing for cash flow using Biblical and non-Wall-Street investments. He has served hundreds of stewardship-minded Christians from around the world to enhance their wealth, protect their families, increase their cash flow, and impact others through investing.

With years of hands-on experience using his Biblical & Better Approach and 5 Stages to Financial Freedom, he is highly respected by CEOs, doctors, engineers, and high-performing sales professionals who are passionate about being faithful stewards. His insights have been featured on multiple top industry podcasts such as The Real Estate Syndication Show, Inspired Stewardship, and Kingdom REI. As a Biblical Wealth Strategist, he equips families to become financially free and experience the flexibility to do all that God has uniquely called them to do.

Let’s tune in to his story!

[00:01 - 07:47] Opening Segment

Get to know my guest, Jared Williams
Her daughter’s birth determined his passion
Biblically Responsible Investing
Why Jared doesn’t want to take the usual approach

[07:48 - 19:03] The Biblical Responsible Investing Explained

Aligning your values with your partners
The Unbiblical Big Three: Abortion, Addiction, and Pornography
Money’s direct positive impact
Biblically Responsible Investing: Stewardship and Impact
Potential Positive Impact of Multifamily Investing
Benefits of Investing in a Real Estate Fund
The Protective Power of Diversification

[19:04 - 21:46] Closing Segment

Check Jared’s podcast, The Biblical Wealth Podcast!
Final Words
Connect with my guest, Jared, in the links below

Tweetable Quotes

“Not everyone aligns with those values, but those are important values to me and my clients.” - Jared Williams

“I’d rather be making money from something that I felt was benefitting society and good for everyone involved.” - Jared Williams

You can email Jared at jared@biblicalwealthsolutions.com or call/text him at 989-783-9273

Visit Jared’s websites www.biblicalwealthsolutions.com and hello@BiblicalWealthSolutions.com

Here’s an Access to free course: Compounding Cash Flow with Multifamily Investing https://biblicalwealthsolutions.com/ccfmi-lp/

Feel free to check out Jared’s podcast here: The Biblical Wealth Podcast

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: The Backstage Guide with Matt Picheny

Matt Picheny is focused on developing passive income streams that enable investors to write their own story and choose how they want to spend their time. He specializes in revitalizing and elevating communities through real estate investment, community enrichment, and the arts.

Let’s tune in to his story!

[00:01 - 10:23] Opening Segment

Get to know my guest, Matt Picheny
Matt’s father was a Real Estate Agent
A piece of land was Matt’s first property
Matt was thankful for the green algae-filled pool
Matt shares about his Broadway life - and the landlord dilemma
Changing the narrative: “Investment is Activism”
Rent Struggles

[10:24 - 25:33] The Theater Guy turned to Real Estate

How Matt sees a community can be enriched through Arts
Expanding horizons through being a Theater Actor
Creating a livable, safer community
On Green Improvements
Matt circles back on how he communicated a low cash on cash return
- Proactive and transparent communication
Exterior Improvements = happier tenants
- Matt will share more about this on his upcoming book

[25:34 - 31:12] Closing Segment

Matt’s upcoming book: Backstage Guide to Real Estate
Final Words
Connect with my guest, Matt, in the links below

Tweetable Quotes

“At that early age, I just kind of understood the very basic concept that one could own a property and rent it and make money from that.” - Matt Picheny

“Do landlords have to be evil? Can’t landlords be a force of good?” - Matt Picheny

“Theater can really be a catalyst for societal change.” - Matt Picheny

Visit and Follow Matt’s website at www.picheny.com

You may also email Matt through matt@picheny.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: The Why-Driven Grind with Daisy Serrano

Daisy serves as Managing Partner for Make It Rain Capital, a private equity multifamily investment firm focused on acquiring apartment properties. Daisy is a general partner in 42 units and limited partner in 445 units across two assets in Central Texas (totaling $40MM in value). With over 10 years of experience in international education and management, she has worked with clients from over 25 countries and managed international government scholarship accounts totaling more than $10 million.

She is a leader with the Women’s Real Estate Network (WREN), Real Estate Association of Latinx Professionals (REAL), and Multifamily Masters Austin. She previously served on the Los Angeles Chapter Board of Prospanica: The Association of Hispanic Professionals. Daisy's goals are to help more individuals invest in real estate multifamily, to empower her community through mentorship/access, to be a positive role model for her family, and to retire her parents.

Let’s tune in to her story!

[00:01 - 06:55] Opening Segment

Get to know my guest, Daisy Serrano
Daisy shares how she got into Real Estate
Her husband is the great influence to where she is now
Women’s Real Estate groups made her feel included
Why was Real Estate the answer to reaching her goals
The limitless opportunities Daisy and her husband reached

[06:56 - 23:28] Daisy’s Fresh Start

How Daisy got started with Passive Investing
How Daisy and husband strategized getting their first investment
Personal kind of relationship is what worked for Daisy
Successfully leaving her W2, now she can focus on Multifamily Acquisitions full-time
Local Meet-Up + Hike and Lunch Events
What has helped Daisy make her success happen
On taking consistent action
Daisy’s Why’s

[23:29 - 26:14] Closing Segment

Final Words
Connect with my guest, Daisy, in the links below

Tweetable Quotes

“If these women can do it, so can I.” - Daisy Serrano

“I saw that there’s a ceiling with my W2, being in Education... With Real Estate, there is no ceiling, it’s really on you in terms of how many properties you have acquired, the size of the property, your partnership, how much equity you have...” - Daisy Serrano

“When I walked into this women’s group for the first time, nobody asked all these metrics, and it was “who are you,” “what are you interested in?” And it was really much more of a community-based relationship to where I got to know these women on a very personal level.” - Daisy Serrano

“It’s not about me anymore, it’s not about what I want, the WHY is so much bigger than me then I don’t have a choice but to keep going. There’s no other way but to keep going at this point.” - Daisy Serrano

Visit and Follow Daisy through her LinkedIn and Instagram, and check their website https://makeitraincapital.com

You can also email Daisy at daisy@makeitraincapital.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: On Real Estate Notes with Ben Fraser

Ben is Vice President of Finance at Aspen Funds (an Inc. 5000 company) and has helped raise over $50MM in private investment capital from individual and institutional investors for their real estate note funds. Prior to Aspen, Ben was a commercial lender and a commercial credit underwriter, personally responsible for underwriting over $125MM in commercial real estate and business loans. Ben is a contributor on the Forbes Finance Council. He is also a co-host of the Invest Like a Billionaire™ podcast.

Let’s tune in to his story!

[00:01 - 05:12] Opening Segment

Get to know my guest, Ben Fraser
Ben shares what got him into the real estate space
Ben had a banking and finance background
Providing opportunities to average accredited investors
Aspen has 5 Note Fund
- If you’re interested in this new area of Real Estate investing, Ben will share more about this throughout the show

[05:13 - 23:20] So What Are ‘Real Estate Notes’?

What are Notes all about
What does it mean to be a Notes investor
How can Notes help people maintain housing
Why banks sell notes for a discount
The Differences between Investing in Funds and Syndications
Tips to the newbies in the Real Estate Notes Industry

[23:21 - 25:16] Closing Segment

Final Words
Connect with my guest, Ben, in the links below

Tweetable Quotes

“Start there, find people that when you’re aligned with, value wise, strategy wise.” - Ben Fraser

“Track record. It all boils down to that for me. [when looking for operator]” - Ben Fraser

Visit and Follow Ben through his www.aspenfunds.us and email him at benfraser@aspenfunds.us, and checkout www.investlikeabillionaire.com to get educated about alternative investments

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: Thriving in the Mobile Home Park Industry with Ryan Groene

Ryan graduated from The Farmer School of Business at Miami University(OH) in 2012 with a B.S. in Finance. During his academic career, Ryan played 4 years of collegiate baseball. After graduation, he worked in the Finance industry prior to getting into the mobile home park industry full time. Currently, his portfolio has grown to over 8 parks, spreading across 400 lots across the Midwest and Southeast. Ryan also serves as the Director of Operations for Buckeye Communities where he oversees the operations of over 500 lots spread across 8 parks in Ohio and Michigan. Ryan has been involved with almost every aspect of finding, running, turning around, and refinancing/selling mobile home communities.

Let’s tune in to his amazing story!

[00:01 - 03:34] Opening Segment

Get to know my guest, Ryan Groene
Finding that finance is not for him
Getting to Mobile Home Park life in 2015
Ryan is not a landlord on a day and night basis

[03:35 - 27:41] Ryan’s Incredible Mobile Home Park Journey

Why is Mobile Home Park the best asset class for Ryan?
How’s the current deal with Mobile Home Parks?
The Mobile Home Park is a truly recession resistant asset
On getting loans for Mobile Home Parks
The Challenges met with turning Mobile Home Parks anew
Why jurisdictions don’t like Mobile Home Parks
Ryan shares about the challenges when he started out
The partnerships Ryan had as a novice
Some mistakes Ryan learned from - he got sued

[27:42 - 29:45] Closing Segment

Final Words
Connect with my guest, Ryan, in the links below

Tweetable Quotes

“A Mobile Home Park is more recession resistant than most other asset classes.” - Ryan Groene

“The stereotypes exist [about Mobile Home Parks] but they typically are not true, there’s no mess everywhere.” - Ryan Groene

“It’s a solution to the problem, but nobody wants to go there. We would rather throw up apartments or do something else that doesn’t truly make sense.” - Ryan Groene

Visit and Follow Ted through his LinkedIn, Instagram, and their website www.themobilehomeparkinvestor.com

And email him at ryan.groene55@gmail.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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SS7: My 18 Month Travel Around the World

For today’s show, I will share with you what happened during my 18 month travel around the world, where I went to, and how that experience transformed my life by shaping the way I think and the way I feel around the communities I went to.

If you are curious about the journey I had, please dive in.

[00:01 - 1:54] Opening Segment

Welcome back to the show
My 18 month travel was what transformed me to become an entrepreneur
I wanted to create life by my own design
This was an extremely important time in my life
The transcendent meaning - where I create my reality

[01:55 - 08:03] Unfolding the Beauty and Sighs of the Travel

The First Eight Months - Typical tourist style of travels
Realization 1: I want to spend more time with intentional communities
The Next Ten Months - Traveling slowly through Argentina
Living a ranch life
Remaing journey days: Patagonia
Projects done by Argentines rather than Americans
My personal reflections on the different kind of mindsets I have
- Traveling for the first half
- Traveling for the second half
The Change that happened
The Anxiety & The Journey of Softening
Actually Savoring the Now
Challenge: Ask a traveler, “How did you feel to be on that trip?”

[08:04 - 09:15] Closing Segment

Final words
Connect with me in the links below

Tweetable Quotes

“It was so refreshing to feel like I was living somewhere, rather than continuously being a visitor.” - Sujata Shyam

“I wasn’t trying to get anywhere, and I wasn’t really seeking novelty all the time. What I was trying to do was go deeper and deeper into the places that I was living in.” - Sujata Shyam

“After a while, they all started to feel the same [experiences] It kind of felt monotonous.” - Sujata Shyam

WANT TO LEARN MORE?

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Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: Rise Up and Buy Back the Years with Michael Morawski

Michael “Mike” Morawski is a 30+ year real estate investment veteran. He has controlled over $285,000,000 in real estate transactions. Mike is an entrepreneur, author, real estate trainer, public speaker, and personal coach with a strong, personal resilience, and deep desire to help others live an extraordinary life. He has coached hundreds of real estate investors to fulfill their dreams.

Let’s tune in to his story!

[00:01 - 18:32] Opening Segment

Get to know my guest, Michael Morawski
Doing everything in the business himself
Growing up in the space too quickly
Understanding how deals and equity can work well together
Over-leveraged but under-capitalized
Mike’s prison story
Getting his Theology degree
A link on one of Mike’s book below
Mike teaches Ethics, Bible Studies, and Real Estate business at the same time
Lessons Mike learned along the way
- It’s okay to over-raise!
- The art of listening - a wise man seeks good counsel

[18:33 - 29:55] More into Michael’s Real Estate Journey

Missing some important details in a deal
Michael had no idea he broke the law
Whose counsel can we depend on?
Forgiveness more than trust
Some underwriting lessons Mike loves to share
The numbers tell the truth
Conservative Underwriting
What’s with the thing called Exit Cap?
More into why Mike wrote his book “Exit Plan”

[29:56 - 35:33] Closing Segment

What “profitable” means for Mike
Be CAUTIOUS! Be CONSERVATIVE
Final Words
Connect with my guest, Michael, in the links below

Resource Mentioned:

Exit Plan - Michael Morawski
Property Management - Mike’s upcoming book in the works

Tweetable Quotes

“I thought my life was over.” - Michael Morawski

“I believe God puts people in your life at the right time for special things, and he showed up.” - Michael Morawski

“Take your time. Take the lessons that you need to learn. Go slow.” - Michael Morawski

Visit and Follow Mike through LinkedIn, Facebook, and Instagram

and visit check out his website: www.MyCoreIntentions.com

And again, you can grab his book here: www.MyCoreIntentions.com/ExitPlan

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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Title: A Deep Dive into the Yield Curve with Ted Greene

Ted Green is an Investor Relations Manager at Spartan Investment Group. They have partnered with my investment firm, Luxe Capital, for several deals in the past, and will continue to be partners for future exciting projects. We are very happy to have this opportunity to have Ted again on the show to give us further insight on Macroeconomics, specifically on Yield Curve.

Let’s tune in to this episode!

[00:01 - 05:18] Opening Segment

Get to know my guest, Ted Greene
A Deep Dive into the Yield Curve
- What’s going to happen going forward
A Deep Dive into the Yield Curve

[05:19 - 29:31] Deeper View into the Yield Curve

What Yields mean and how it relates to other investment
Stocks and Bonds - finding the yield
How the yield changes
The importance of Maturity
What tells you your yield curve
Buying and selling bonds
Bonds do have a static coupon
Kahneman and Tversky Effect - Behavioral Finance
Inflation is coming

[29:32 - 35:34] Closing Segment

Bookmark
What qualifies as a risky investment
Final Words
Connect with my guest, Ted, in the links below

Tweetable Quotes

“Yields change because Market value changes.” - Ted Greene

“With all that money in the economy, we’re starting to see buds of inflation.” -Ted Greene

“Your credit environment frames your subconscious expectations of what is going to happen going forward based on what you’ve recently experienced; the longer that your recent experience has been familiar or consistent.” - Ted Greene

Visit and Follow Ted through LinkedIn and visit check out his website: www.spartan-investors.com

You can also email him at ted@spartan-investors.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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Title: Several Unique Ways to do Real Estate with Ash Patel

Ash Patel has been a full time CRE investor for 10+ years and buys anything he can make money on from mixed use, medical, industrial, office or retail.

Let’s tune in to his story!

[00:01 - 08:10] Opening Segment

Get to know my guest, Ash Patel
An IT major turned Commercial Real Estate Investor
How Ash considered and mitigated the major risks
Their first project was "A perfect storm of non-sense"
The Important lessons Ash learned
The types of deals Ash have done before

[08:11 - 22:19] Ash: the Master of Getting the Best Deals

How Ash developed his way of transactions with others
It is hard to do deals - but not around 2011 or 2012
Cash on Cash returns
What Ash does to find the perfect operators for his projects
The steps done to buying the restaurant-bar
How COVID-19 affected Retail and Commercial Spaces
Ash asks what keeps me from investing in Commercial Real Estate
Let's expect a Deep dive in Commercial Real Estate with Ash next time!

[22:20 - 31:39] Closing Segment

What Ash attributes his success on
How Ash maintains his focus
What it is like to have the Squirrel syndrome
We lost connection with Ash, but this episode is a truly valuable episode
Connect with my guest, Ash, in the links below

Tweetable Quotes

“Our ego was big, we thought that anything we touch will turn to gold in the town, and we failed.” - Ash Patel

“Look where no one else is looking.” - Ash Patel

Visit and Follow Ash through Facebook, LinkedIn, and Bigger Pockets account

and email him through ashbpatel@gmail.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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Title: Starting to Venture in Syndications with Brittany Mithra

Brittany is an MBA grad that has been working for Amazon in their Retail business for the past 8 years looking for investment opportunities to increase her passive income.

Let’s tune in to her story!

[00:01 - 08:43] Opening Segment

Get to know my guest, Brittany Mithra
What inspired Brittany to increase her passive income
Investment opportunities Brittany is currently venturing into
Brittany’s lessons she learned so far from investing
Brittany found out about syndications, thankfully, through myself

[08:44 - 36:00] A Recap on Syndications with Suja

What a Real Estate Syndication
The tax benefits in Real Estate Syndications
The Sponsors and the work they do
What are returns like in Syndications?
Infinite returns
Recommendations for getting a Sponsor
On Taxes and Investing on property improvements
How to get started with Real Estate Syndications
Investing in Stocks vs. Investing in a Real Estate

[36:01 - 38:28] Closing Segment

Let’s meet Brittany again, next time!
Final words
Connect with my guest, Brittany, in the links below

Tweetable Quotes

“I want something that is as low maintenance [investing] as possible, especially while working.” - Brittany Mithra

“Make sure that the deal is structured such that your interests are aligned with their interests.” - Suja Shyam

“I think the main thing when you are investing in stocks is that to some extent, you are basically investing like throwing a dart in the darkness.” - Suja Shyam

Visit and Follow Brittany’s LinkedIn and email her through brittanymithra@gmail.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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Title: Building and Rehabilitating Communities for the Better with Dax Ferguson

Dax Ferguson is the CEO of Heritage Construction and Consulting Services, and his firm specializes in due diligence and rehabilitation of apartment complexes.

Let’s tune in to his story!

[00:01 - 07:30] Opening Segment

Get to know my guest, Dax Ferguson
Dax’s big dream is to building theaters
- He now got into home remodeling and apartment building
He’s been married to his lovely wife, Brandy, for 25 years
- They are blessed with 9 sons
- Dax always sets in his life that family is always first
What compelled Dax to push forward with Single Family and Multifamily

[07:31 - 20:10] Dax’s Due Diligence Company

Dax is the first due diligence company guest for our show!
The inclusions in their packages
What’s in the assessment report
What’s unique about the service they provide
Their software that calculates cap-ex

[20:11 - 27:28] On Community Improvement

They do everything for multifamily, construction-wise
Building a community within a community
Playgrounds are essential parts of communities
The threats Dax have seen

[27:29 - 30:00] Closing Segment

Final words
Connect with my guest, Dax, in the links below

Tweetable Quotes

“I had all the skills, it was just finding the customers to trust me to do it [rehabilitation projects].” - Dax Ferguson

“It is a huge stickiness factor, the best term I got for it is to keep people together in one community that you want to keep.” - Dax Ferguson

“There’s no doubt, playgrounds are expensive, but if you go to a property that doesn’t have a playground or a lot of stuff for kids to do, “idle hands create chaos” is what I say. I had one property in Atlanta where they were throwing rocks at the windows, that was like their past time” - Dax Ferguson

Visit his website www.Heritageccs.com and email him through dax@heritageccs.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: Grinding with no Fear but Confidence with Mark Devenport

Mark and his partner Phoebe are real estate investors with a passion for renovating historic buildings and improving property management. Their story is one of epic growth, epiphanies that produce real-life change, and going from owning a duplex to 130 doors… in 5 years!

Let’s tune in to his story!

[00:01 - 04:32] Opening Segment

Get to know my guest, Mark Devenport
Mark is a master of many talents - He’s a Musician and a Teacher
Getting into Real Estate and becoming investors is the best accident for them
- Working together with his partner, Phoebe
Mark is a master of many talents - He’s a Musician and a Teacher

[04:33 - 20:42] Mark’s Growth and Transformation

Grabbing the opportunity at hand - having a taste of freedom
Mark and Phoebe love towns with bad reputations!
How Mark and Phoebe educated themselves
Discovering places they wanted to invest in
What Mark likes with Historical properties
- The value historical properties has
- Giving back to the community
- What Mark looks for a historical property
Lessons learned from jumping into the unknown
How Mark did Mindset Training
Loving an asset class that others don’t love
The testament to Mark and Phoebe’s growth

[20:43 - 22:07] Closing Segment

Final words
Connect with my guest, Mark, in the links below

Tweetable Quotes

“Okay, we’re developing buildings, but really, I’m developing my mind in terms of understanding how not to be directed by fear. I might have fears about the project but that should not affect my decision-making.” - Mark Devenport

“Within every problem are solutions.” - Mark Devenport

Visit his website www.levareproperties.com and email him through mark@levareproperties.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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Title: Running the Real Estate Race with Tony Castronovo

Tony Castronovo is the Founder and Managing Partner of Novo Multifamily Group, and Novo Investments, real estate investment companies established in 2019 and 2014, respectively.

Mr. Castronovo is a buy & hold investor and syndicator with 7 years focused real estate experience in both multifamily and single-family, including acquisition, construction, operations, and property management.

Mr. Castronovo currently owns and operates 80 units, split between two multifamily properties in Bryan / College Station, Texas (home to Texas A&M University). Each of these properties were major repositioning projects with significant value-add driven by strategic capital improvements and tenant lease-up strategies.

Let’s tune in to his story!

[00:01 - 06:55] Opening Segment

Get to know my guest, Tony Castronovo
Tony started getting active in Single Family investing during 2014
Scaling to Multifamily in 2018
Tony wanted to increase his retirement income
- But this is not his WHY
Directly seeing the results of what he does

[06:56 - 25:50] On Marathon and Investments

Tony ran 24 Marathons before; he’s preparing with his 25th
The team concept he learned 20 years ago
- You don’t have to do it alone. Don’t be afraid to connect.
- Have formal training - model after others!
Everybody runs their own race - You’re competing with yourself
Bad patches - you need a cheering section!
- Talk about it. Be aligned with the people who support you.
“Can we invest?” - Tonny’s twin sons
- The compelling reason why they asked
There are Start lines and Finish lines in Real Estate, too.

[25:52 - 28:07] The Transition in the Community

Turning an unhealthy neighborhood into a healthy one
Paper Approach and Reality Approach
They should care for their home and community
- A home ought to be a dignified place

[28:08 - 31:44] Closing Segment

Tony’s advice to his sons to save up
Final words
Connect with my guest, Tony, in the links below

Tweetable Quotes

“I just wanted more control. I wanted the ability to decide on my own terms how I spend my day and I wanted something to be able to build and grow on my own and not necessarily trading time for money.” - Tony Castronovo

“It’s not about retiring and living on a beach somewhere, and not working, it is about deciding how to spend my day and really see the direct result of all the efforts that I put into my daily work.” - Tony Castronovo

“Bad patches are parts of the race where I just have a low spot. In Real Estate, you’re going to have those low spots, too.” - Tony Castronovo

You can connect with him through his LinkedIn and Bigger Pockets account

Visit his websites: http://novomultifamilygroup.com/ and email him through: tony@novomultifamilygroup.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: New Potential Investments in the Real Estate with Justin Kiehne

Justin Kiehne is Vice President of Operations at the Fortitude Investment Group, where he and his team provide investors access to fractional ownership of institutional-quality real estate assets, structuring passive, tax-efficient portfolios through 1031 Exchange and Opportunity Zone investments. They claim the single largest DST transaction in the history of the industry at $176M. Their investment vehicles and strategies are tax-deferred and geared towards capital preservation, tangible real estate tax benefits, and the potential for passive income and appreciation.

Let’s tune in to his story!

[00:01 - 03:12] Opening Segment

Get to know my guest, Justin Kiehne
This is an episode where we share lots about DST
Disclaimer: not every information for Today’s podcast are not legal advices
- Do connect with your CPA’s or lawyers for legal advice

[03:13 - 16:39] 1031 Exchanges

The definition
Sec. 1031 of US Tax Code
- Well established, been her for more than 100 years
Being used for upgrade or leverage into the commercial
How can the 1031 Exchange be used for Real Estate syndications?
Delaware Statutory Trusts
- Passively management for this asset
- This is the focus of Justin’s company
More of an agreement process

[16:40 - 25:24] Qualified Opportunity Zones

Different from 1031 Exchange
Included in 2017 Tax Cuts and Jobs Act
- Goal: incentivize investment in lower income areas
Applies to any Capital Gains Investment
Stating the difference between the 1031 Exchange with QOZ
Meeting the guidelines

[25:25 - 28:19] Closing Segment

Final words
Connect with my guest, Justin, in the links below

Tweetable Quotes

“Important thing to note: we’re not eliminating capital gains taxes, we are deferring capital gains taxes.” - Justin Kiehne

“The 1031 Exchange is restricted to real property, which for most folks is Real Estate; Opportunity Zone Investment is gain of any kind.” - Justin Kiehne

You can connect with him through his LinkedIn

Visit his websites: www.1031DST.com and www.1031Custom.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: From Hollywood to Real Estate Syndication with Brian Hamrick

Brian Hamrick was once a Hollywood Movie Trailer Editor who left that world to invest full-time in commercial real estate. He now has over $32 Million in an apartment, self-storage, and office commercial assets under management, as well as over 135 performing and non-performing residential notes. Brian is the host of "The Rental Property Owner & Real Estate Investor Podcast" and the past-President of the Rental Property Owners Association.

Let’s tune in to his story!

[00:01 - 09:05] Opening Segment

Get to know my guest, Brian Hamrick
Brian’s Hollywood Life and his transition to Real Estate
Pulling back from the movie scene to buy back his time and wealth
How to distinguish a growing market

[09:06 - 15:50] Brian’s first deal

Going Multifamily - a Civil war veteran home
His partnership with Property managers
Improvements and repairs
Leveraging the value of the property
- And the memories attached to it

[15:51 - 26:55] Other asset classes Brian invests in

Brian have done a lot of different asset classes
Self-Storage facilities are one of the best for Brian
- Self-Storage facilities are Automated Teller Machines
Office Space Asset Class
- Interesting Asset
- Funding tenant improvements
What might happen with office conversions

[26:56 - 28:52] Closing Segment

Final words
Connect with my guest, Brian, in the links below

Resource Mentioned:

Rich Dad, Poor Dad

Tweetable Quotes

“Should I get emotional about Real Estate? It should be a very financial and unemotional decision but because that was our first property, and because it's such a gem, it’s in a historical neighborhood, it’s really hard for me to consider selling it.” - Brian Hamrick

“Office space assets are probably undervalued right now, but it is hard to know when it’s going to come back to its pre-COVID pricing.” - Brian Hamrick

You can connect with him through his email: brian@higinvestor.com

Visit his website https://www.higinvestor.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Investing on Time with Geoff Woods

Geoff Woods is the Co-Founder & President of ProduKtive®, the training company behind The ONE Thing, and the host of The ONE Thing podcast, which is in the top 5% of all podcasts in the world. Geoff is an advisor to executives ranging from small business owners to Fortune 500 CEOs, helping them design the future of work, and create cultures where people are clear on what matters most so they achieve extraordinary results.

Let’s tune in to his story!

[00:01 - 06:00] Opening Segment

Get to know my guest, Geoff Woods
Discussing our most important wealth we should invest in
What pushed Geoff to take control his career and income
Geoff shares how his story turned out

[06:01 - 24:17] What we’re not doing and what we should do with Time

Geoff and his company makes people change their mindset about time
Lies about productivity
- Ordinary is a life of regret
What are your goals?
We were not taught so much at school
Small actions, big reactions
What can you do that makes everything easier for you?
Geoff’s one thing for the past few years
The importance of applying this tactic

[24:18 - 26:24] Closing Segment

Final words
Connect with my guest, Geoff, in the links below

Tweetable Quotes

“People do not decide their futures. They decide their habits, and their habits decide their futures. Your results are just a lagging measure of your habits.” - Geoff Woods

“People don’t have enough pain in their lives to force them to make a change.” - Geoff Woods

“The purpose of the goal is to be appropriate in the moment.” - Geoff Woods

You can connect with him through LinkedIn, Facebook, Instagram, and Twitter

Reach their company through their Instagram, Twitter, and their website www.the1thing.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: What an Ex-Financial Investor Says about Real Estate with Jim Pfeifer

Jim Pfeifer is one of the founders of Left Field Investors, a group dedicated to educating and assisting like-minded investors to negotiate the nuances of the passive investing landscape and world of syndications. Jim is a former financial advisor who became frustrated with the one-path-fits-all approach of the standard financial services industry.

Jim now concentrates on investing in real assets that produce cash flow and is committed to sharing his knowledge with others who are interested in learning a different way to grow wealth. Jim not only advises and helps people get started in passive real estate syndications, but he also invests alongside them in small groups to allow for diversification among multiple investments and syndication sponsors.

Let’s tune in to his story!

[00:01 - 08:50] Opening Segment

Get to know my guest, Jim Pfeifer
Financial Advisor who looks for the perfect key to fit
Risky Deals
How Jim transitioned to Real Estate from Stock Markets
- From active investing to passive investing
Determining the right partners

[08:51 - 21:15] More into Jim’s transition and current dealings with Real Estate

Most of them are focused in what they know
Market Cycles and how Stock Market fit it
Managing risks in evaluating deals
The most important: who is running the deal
Knowing who to invest with
Considering which is better: Real Estate from Financial Investment
Community is more than important and influential
Some nuggets of Wisdom for those who’d like to venture into real estate

[21:16 - 23:33] Closing Segment

Final words
Connect with my guest, Jim, in the links below

Tweetable Quotes

“I don’t like waiting on the market to determine the value of my asset, I like somebody who is going to force depreciation, do improvements to the asset, so that regardless of what the market does that asset is going to be worth more when they’re ready to sell or refinance it.” - Jim Pfeifer

“During the pandemic, the stock market dropped 30-40%, and Real Estate was fine.” - Jim Pfeifer

“I’m not concerned with market cycles because I’m not dealing with paper assets, I’m dealing with real assets to produce cash flow, and the cash flow is not going to decrease nearly as much as the market value.” - Jim Pfeifer

You can email him at jepfeifer2@gmail.com

Check out his website: www.leftfieldinvestors.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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Title: Highly Achieving Success in Business and in Life with Todd Sulzinger

Todd is also the co-author of Success Habits of Super Achievers, a #1 Amazon bestseller with secrets, tips, and inspiration to accelerate your success.

Let’s tune in to his story!

[00:01 - 06:43] Opening Segment

Get to know my guest, Todd Sulzinger
From University to W2 work in the Silicon Valley
Todd educated himself with Real Estate
- Going back to Real Estate in 2018
Todd shares his experience in both worlds
- Attracting factors and benefits

[06:44 - 18:39] The Mobile Home Park Asset Class

What Todd loves about Mobile Home Parks
Affordable, Recession Resistant
Todd explains how Mobile Home Parks can be nice places to live in
The value add play
Todd’s first Mobile Home Park deal
Strategies in doing Mobile Home Park successfully
What Mobile Home Park Consultants look for
Advice for those who long to venture in Mobile Home Park

[18:40 - 20:08] Closing Segment

Final words
Connect with my guest, Todd, in the links below

Tweetable Quotes

“There can be a lot of opportunities in the Mobile Home Park business to go in and find a park and invest resources in the most effective way, and make it a better place to live.” - Todd Sulzinger

“Went from “I’m not sure how to get there” to “I’ve got too many investors.” - Todd Sulzinger

You can follow Todd on LinkedIn and directly email him: todd@blueelminvestments.com

Check out his website: www.blueelminvestments.com and grab a copy of his book at https://www.amazon.com/Success-Habits-Super-Achievers-Wilson/dp/1735742805/

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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Title: Weathering the Storms in Real Estate with Bill Ham

Today’s guest has been celebrating 16 years in the real estate business. Bill Ham also known as Bill has built a portfolio of over 1000 units and I have built a property management company. He is also the author of best-selling book Creative Cash.

Let’s tune in to his story!

[00:01 - 11:31] Opening Segment

Get to know my guest, Bill Ham
The pilot who wanted more and did Real Estate
Buying a Duplex with $10,000
The Book Creative Cash
Seller Financing Overview

[11:32 - 20:36] Bill’s Journey

Deal Flow
Bill’s transition to syndications
What Bill love about Real Estate
Bill’s growth in success
Knowing what’s coming up next in the market

[20:37 - 28:20] More into Fundamentals and Mistakes

Underwriting
Inflation
Pencil Weapon
Rent Growth Assumptions
On Conservative Underwriting

[28:21 - 31:25] Closing Segment

Final words
Connect with my guest, Bill, in the links below

Tweetable Quotes

“Real Estate is a very difficult business to grow and scale without partners.” - Bill Ham

“My success has been from understanding the shifts of markets, the rise and fall, and knowing how to adjust my strategy accordingly.” - Bill Ham

Follow Bill’s Twitter, and Instagram

Check out his websites: www.broadwellpropertygroup.com and www.creativeapartmentdeals.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Knowing Your Why’s to Get to Your Goals with Jason Yarusi

Jason Yarusi is an active Real Estate Syndicator and Investor. In 2016 he founded Yarusi Holdings, a multifamily investment firm currently with over 850 units totaling over $75M in real estate. The firm repositions properties through operational efficiencies, moderate to extensive renovations, and complete rebranding.

Jason also hosts: “The Jason and Pili Project',' a Youtube Channel and The "Multifamily Live". His monthly Multifamily Meetup has amassed over 2500 members. In 2020 he ran over 2500 miles including over 500 miles in the month of April alone which included over 18 marathons. His wife Pili and Jason co-authored the book Fit Rich Life providing tactical advice one can do in 15 minutes a less a day to change the course of your life for the positive

Let’s tune in to his story!

[00:01 - 06:58] Opening Segment

Get to know my guest, Jason Yarusi
Multifamily investing with wife Pili
Starting in the restaurant world
Helping Jason’s father to secure the business
Jason’s “A-ha!” moment

[06:59 - 16:07] Advice for the Novice

How Jason got his first 94 unit
Learning the art of specification
How to maintain the focus
Balancing business and daily life

[16:08 - 24:15] Getting a Lot Done

Building Legacy and Good life
- The running anecdote
Look at the journey you’re taking
Take a step at a time.
Be concrete
Be patient, get up, control your time.
Jason’s morning routine
Don’t punish yourself, please.

[24:16 - 28:49] Closing Segment

Affordable Housing Deals
Final words
Connect with my guest, Jason, in the links below

Tweetable Quotes

“Many times we fail because we are not specific about what we want so we are assuming anything will work but we don't know what that anything could be. Be very specific.” - Jason Yarusi

“Be present when you can.” - Jason Yarusi

“Sometimes we want all the answers but we don’t know the answers because we don’t know how to ask questions we should be asking. The journey opens up the questions for you.” - Jason Yarusi

Follow Jason and his wife’s instagram accounts: Pili Yarusi ig and Jason Yarusi ig

Check out his website: www.yarusiholdings.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: The Growing Demand with Industrial Space with Cody Payne

Cody Payne, Senior Vice President of Capital Markets, specializing in Office & Industrial investment sales for over 15 years.

Let’s tune in to his story!

[00:01 - 08:43] Opening Segment

Get to know my guest, Cody Payne
From Industrial Leasing to Investing
Cody’s Impression with Retail and Office in Texas
- The Class B Office Space
- The movements of tenants
Cody’s Impression with Office futures

[08:44 - 17:01] The Industrial Space

Currently a popular sector
Larger and Smaller Industrial
The driving force behind the interest and demand
- Key factors drives and sustains the growth of Industrial Space
Finding the Best Deals
Potential Challenges

[17:02 - 19:09] Closing Segment

Final words
Connect with my guest, Cody, in the links below

Tweetable Quotes

“You got a lot of key factors that are driving the industry from growth and demand out here and even on the West Side. As long as we see those key factors we continue to see growth.” - Cody Payne

“The best way to get the best deal is to align yourself with a good agent or somebody who’s a specialist in that arena that is into sharing their understanding.” - Cody Payne

Follow Cody’s Instagram and LinkedIn accounts

Check out his website: www.texasofficeinvestments.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: Entrusting Your Real Estate Career’s Tomorrow to Providence with Whitney Sewell

Whitney began his real estate career in 2009, culminating in the founding of Life Bridge Capital in 2017. To date, they have acquired 900 doors and $150 million in assets under management. Whitney also hosts The Real Estate Syndication Show, a daily podcast where he has now interviewed nearly 1000 experts providing cutting-edge tools and strategies of the syndication business. Whitney and his wife Chelsea are on a mission to help other families through the process of adoption. They have personally endured the financial burdens that the process puts on families and have committed 50% of their profits to this goal. Whitney and Chelsea have three children by adoption.

Let’s tune in to his story!

[00:01 - 11:21] Opening Segment

Whitney’s podcast was one of my very first podcast I listened to
Get to know my guest, Whitney Sewell
Whitney is thankful that he came home from the Military
The crazy schedule Whitney had convinced him and his wife to turn tables
Learning the hard way
The birth of The Real Estate Investing Podcast
Sewell Family’s Adoption Story
- Counting the cost of adoption
- Whitney and his wife encourages couples and families to adopt
- A love deeper than bond and blood

[11:22 - 31:32] More into Whitney’s Investing Life

Whitney’s Growth
- Scaling fast due to the podcast
- The value of education and connection
Asset Classes Whitney invests in
- Multifamily
- Class A development
- Doing with the right partners
Tough lifestyle change at first
Getting through hardships by Whitney’s faith and trust in God
How Whitney starts his morning
Whitney’s Perfect Real Estate Fit

[31:33 - 32:59] Closing Segment

Final words
Connect with my guest, Whitney, in the links below

Resources Mentioned

Rich Dad, Poor Dad
The Miracle Morning

Tweetable Quotes

“The Military taught me to have a “never give up” mentality.” - Whitney Sewell

“Our relationship is much deeper than blood with our children. My love for my children is no different than if they had been biological [children of ours.].” - Whitney Sewell

“People want to be a part of something bigger than just money. Believe it or not, whether they think they do or not, they still love that there's an additional component, somewhere they give back, even not to give back monetarily.” - Whitney Sewell

“Partnership is like marriage.” - Whitney Sewell

Follow Whitney’s Instagram and Facebook accounts

Check out his website: lifebridgecapital.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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Title: Actively Passive Investing with an Active Lifestyle with Greg Junge

Let’s tune in to his story!

[00:01 - 03:52] Opening Segment

Get to know my guest, Greg Junge
Investing in Single Family Homes in Phoenix, Arizona
The invitation to become a residential realtor
Residential Assisted Living Syndicating

[03:53 - 11:14] Becoming a Passive Investor

Desiring a legitimate Passive Investing experience
What are the benefits of having a Real Estate Professional status
On why some realtors don’t invest
Greg’s trajectory

[11:15 - 22:13] The Syndication World away from the Realtor World

Greg loves the networking with others
Greg’s passion for Personal development
- Greg’s weight loss story
- How Greg structures his miracle morning

[22:14 - 25:13] Closing Segment

Final words
Connect with my guest, Greg, in the links below

Resources Mentioned

Hal Elrod’s Podcast and Book

Tweetable Quotes

“I really wanted passive income where it was truly passive, where you do a little work upfront and you don’t vet the operator and you make sure the deal was in the right demographics and everything looks good for the deal.” - Greg Junge

“Don’t take things personally, especially in business, it’s just business.” - Greg Junge

Reach out to Greg through his Facebook, LinkedIn

Follow his Twitter and Instagram accounts: @the1thingbook @geoffwoods

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: Passing from Your Limiting Beliefs with Alina Trigub

Alina Trigub joined the TF Management Group LLC team in February 2021. Alina spearheads marketing and investor relations, as well as education activities.

Alina’s expertise had been built upon her personal journey as an equity investor, as well as through SAMO Financial – the company she founded and built to provide education and alternative investment options to her clients. Alina is a thought-after speaker, including presentations at the Private Wealth Management Summit, Raising Money Summit, Multifamily Foundation Workshop, Hunter College (CUNY), Stockton University and many other places.

Alina’s interviews and quotes have been featured in many major publications, including but not limited to Forbes, GoBankingRates, MSNMoney, BankRate, IdeaMensch, and a number of others. Alina has also been featured in the 60 Minute Startup and Immigrant Hustle books.

Let’s tune in to her story!

[00:01 - 10:15] Opening Segment

Get to know my guest, Alina Trigub
The journey of the immigrant
Following Alina’s heart
- Coming across the syndication world
The nerve-wracking first deal
Building Samo Financial
It might be too good to be true
- Alina searched for answers

[10:16 - 18:10] Lessons Alina learned through the years

Learning is constant.
Three essential steps in evaluating a project
Make sure to look at the two components
Putting the pieces together to see the outcome of the deal

[18:11 - 21:00] Primary reasons why people invest or not

People don’t start because of their limiting beliefs
People start because they know someone whom they trust connected to the deal

[21:01 - 22:51] Closing Segment

Final words
Connect with my guest, Alina, in the links below

Tweetable Quotes

“I am a huge believer of constant learning.” - Alina Trigub

“Look at the qualitative and quantitative components and try to align them. See if they tell you a story.” - Alina Trigub

“The main difference between stock market investing and syndication investing is in the stock market, it’s like throwing a dart in the dark, you don’t really know how that stock will behave. With syndications, you get the projections. The operator or the fund manager tells you “we anticipate getting this return, and that is based on our extensive analysis, quantitative analysis, in addition to the qualitative that tells us this is what we want to project and that is what we expect to get.” - Alina Trigub

Email Alina at alina@tempofunding.com

Check out Alina’s Free “Portfolio Management 101” special report

on the following site:https://www.samofinancial.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: Benefitting from a Seasoned Real Estate Syndicators Journey with Adam Gower

Adam Gower is a seasoned real estate professional with over 30 years of finance and investment experience who today builds digital marketing systems for real estate professionals who want to find more investors so they can raise more money and he has taught over 4,000 individuals how to build wealth, preserve capital, and earn passive income from investing in real estate.

Adam is the foremost authority on real estate crowdfunding and has published five books; his latest UNLEASHED reveals the truth behind crowdfunding and shows how it has become a major force in real estate finance.

Let’s tune in to his story!

[00:01 - 07:56] Opening Segment

Get to know my guest, Adam Gower
Real Estate: Gower Family’s Bread and Butter
Knocking on Houses for 5 dollars
Getting into Real Estate himself
Looking back in retrospect. . .

[07:57 - 21:51] Lessons Learned through the years

There is a time for when everything goes down
- The greatest lesson
Expecting what’s coming
Don’t be the last one standing
Plan for the forever ahead of you
Those who have greatest wealth have patient money
Least favorite but the best deal
Make sure to look into the taxes

[21:52 - 26:54] More into Adam’s Wisdom through the years

Some advice to the Newbie Passive Investor
- Take your time to be educated
- There are vast amounts of information than ever before
- Have a mentor
Adam’s favorite deals
What’s something that keeps Adam in the industry?

[26:55 - 31:20] Closing Segment

Adam shares his new book
Final words
Connect with my guest, Adam, in the links below

Tweetable Quotes

“What goes up, does come down. The market will turn.” - Adam Gower

“The way to mitigate the impacts of a downturn is to not take on too much debt and to underwrite very conservatively.” - Adam Gower

“The only way you could invest in real estate was if you knew somebody personally, they actually invited you. That was the only way you could get in. Now, you can go online and find a hundred really good sponsors who are open and descriptive about what they are doing and want to educate you.” - Adam Gower

Check out Adam’s website https://gowercrowd.com/

Grab a copy of Adam’s new book Unleashed

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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SS6: Surviving the Novice Phase: Reflections on the Lessons I Learned

For today’s show, I will share some lessons that I’ve learned from the mistakes I have made before. Everyone of us experiences significant moments of failure from our own individual experiences, but we are no less than our failures themselves. Here’s the thing: a growth mindset happens when you take your experiences from the past as the stepping stones for building your future.

If you are also working towards growth and change, tune in to my story.

[00:01 - 1:31] Opening Segment

Welcome back to the show
I want a job with a steady income rather than pursuing entrepreneurship

[1:32 - 10:56] The Lessons I Learned

I lacked vision
- I could have connected with experienced people more
My Limiting Beliefs
- Surprising radical mindset change
- Be conscious and careful at things that might prevent you from growing
The BRRRR Method
- Buy, Rehab, Rent, Refinance, Repeat
- It is a must you should learn this.
I stopped learning, and stopped growing.
- Realizing the mental block
Avoiding Plateau
Your circle is important - guard it
- Associate with people who are already doing it

[10:57 - 12:46] Closing Segment

Let’s recap the lessons
Final words
Connect with me in the links below

Resources Mentioned

The Slight Edge

Tweetable Quotes

“I think if I had continued surrounding myself with people more advanced in house flipping than myself and my friend, I could have developed the confidence and vision for pursuing house flipping.” - Sujata Shyam

“Stand guard at the door of your mind.” - Jim Rohn

“Pursuing entrepreneurship just doesn’t happen because you think you want to, or because it sounds like a good idea.” - Sujata Shyam

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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The Slight Edge: Turning Simple Disciplines into Massive Success and Happiness

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Title: The Mentee becoming the Mentor with Travis Watts

Travis Watts is a full-time passive investor. He has been investing in real estate since 2009 in multi-family, single-family and vacation rentals. Travis is also the Director of Investor Relations at Ashcroft Capital. He dedicates his time to educating others who are looking to be more "hand's off" in real estate.

Let’s tune in to his story!

[00:01 - 12:38] Opening Segment

Get to know my guest, Travis Watts
Working a W2 Job
Saving up to have a financially free life
- No mentors at first
Competing with time and self-discovery
Getting the right education from full time LPs
Becoming a Passive Investor
The 8% Rule by Travis

[12:39 - 15:59] Finding the mentor

Laying the Options
Remember to find way to give back
Be disciplined!

[16:00 - 24:00] The Real Estate Syndication

Recognizing Pros and Cons
Looking deeply into Real Estate
Advice for growing your wealth
- Make sure this is the right fit for you

[24:01 - 26:27] Closing Segment

Final words
Connect with my guest, Travis, in the links below

Tweetable Quotes

“I needed to get out of, I wouldn’t call a corporate rat race, but certainly a rate race. I was 100% exchanging my time for dollars, and I just want more quality of life. ” - Travis Watts

“Those two mentors in 2 or 3 conversations made more impact than 52 books that year.” - Travis Watts

Check out Travis’ Instagram, Facebook, LinkedIn

Visit Travis’ YouTube channel and subscribe

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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Title: Grit, Fearlessness, and Hungry Approach to Life with Sam Wilson

Sam is an active investor in self-storage, parking, multi-family apartments, RV parks, and single-familyCC homes. He hosts the “How to Scale Commercial Real Estate Podcast”, where he interviews real estate experts to give listeners the tips, tools, and tricks to scale their investment portfolio.

Sam holds his bachelor’s degree in Business Finance from the University of Memphis and holds his real estate license in Tennessee. In addition to his years of real estate experience, he also has a diverse background in business ownership, building construction, and management.

Let’s tune in to his story!

[00:01 - 10:09] Opening Segment

Get to know my guest, Sam Wilson
Having the time and money
- Waking up not knowing more about Real Estate
- Just doing it
Sam’s Hunger
Taking the Fast Lane
Advice for aspiring Real Estate Investors
- The hard things can be done
- Don’t be afraid to go for it

[10:10 - 15:08] Sam’s Current Investments

Parking Lots and Garages
- There is always an opportunity
- A great passive investment
Other Interesting Asset Classes

[15:09 - 18:40] Mindset + Morning Routine

Ask yourself: Why do I do what I do?
The reality
Talking people ahead of your time and experience

[18:41 - 20:28] Closing Segment

Final words
Connect with my guest, Sam, in the links below

Tweetable Quotes

“I am not particularly bright, I am just really motivated.” - Sam Wilson

“The need for affordable housing just continues to climb. I think this is a need we can solve, and I think there is an effective way, but I haven’t found it yet. Don’t look at me as a guru, but I’m certain there’s an effective way to enter that space and have it where you can present something of value to the people who are living there.” - Sam Wilson

“Success leaves clues. I try to follow a lot of the people around me and inside of my peer group, just listening in.” - Sam Wilson

Check out Sam’s podcast and website

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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Title: Surviving and Learning Gracefully from your Setbacks with Tracy Hubbard

Today’s guest is a seasoned man who has learned so much from all his years of experience. His setbacks throughout the years has made him even stronger and full of wisdom. Tracy is a real estate investor and syndicator, professional Forex trader, and serial entrepreneur — having owned and operated 6 companies across various industries.

Let’s tune in to his story!

[00:01 - 12:18] Opening Segment

Get to know my guest, Tracy Hubbard
Tracy was a former marine
From Financial to Hard Markets
Tracy’s business in the 90’s
- The bankruptcy
- The recovery
Tracy’s Family and Faith
- Just. Do. It.
Tracy’s Trading experience throughout the years

[12:19 - 17:01] Trading Currencies

Take this example: exchanging two different currencies
- They fluctuate constantly
Why does it move?
The 2008-2009 situation

[17:02 - 23:05] From Currencies to Real Estate

What was attractive about Real Estate?
Tracy’s first move
Multifamily
- Scaling what works
Some tips to move forward

[23:06 - 25:05] Closing Segment

Final words
Connect with my guest, Tracy, in the links below

Tweetable Quotes

“I cast in everything I had trying to save something that couldn’t be saved. That’s my mistake, that’s my pride, basically.” - Tracy Hubbard

“Everybody is a spiritual person. I lean heavily on my religious beliefs to get me through that, because some days, you wake up and you just gotta get out of bed whether you want it or not and keep moving forward, and that’s what you gotta keep doing. Sooner or later if you’re not going to move forward, you’re not going to discover something.” - Tracy Hubbard

Reach Tracy through

Check out Tracy’s website HubbardCapitalGroup.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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Title: Transforming Communities through Real Estate Syndication with Bob Couture

Today’s guest is Bob "Cash Flow" Couture is the Managing Partner at CP Property Group which specializes in commercial real estate syndications and investments.

Let’s tune in to his story!

[00:01 - 07:44] Opening Segment

Get to know my guest, Bob Couture
Bridging the corporate world and the military
Getting into Commercial Real Estate
- Becoming the accidental Land-lord
Bob’s strength: Acquisitions and Networking
- Developing deeper relationships with brokers

[07:45 - 16:48] Bob’s Latest Deal

Multi-facility Sports Center
- One where I personally invested in
- I love to invest in Recession Resistant Assets
More developments and connections in the run
Youth sports will stay
Medical facilities are essential
The place itself is compelling
There is a development potential in the space

[16:49 - 19:55] Bob’s personal Passion with Real Estate

Transforming Communities
- Overjoyed tenants
Safer Communities
- More communities are given an opportunity to improve
- More dignity and appropriate management

[19:56 - 21:49] Closing Segment

Final words
Connect with my guest, Bob, in the links below

Tweetable Quotes

“One of my investor says is that: I like syndications because I can write a check, collect checks, but I don’t have to do anything in the middle, and I think that’s perfect.”- Bob Couture

“Youth athletics is not going away and it is just getting bigger and bigger by the day.” - Bob Couture

Reach Bob through his phone by dialing 310-922-5436 and email him at bob@cp-propertygroup.com

Check out Bob’s website www.cp-propertygroup.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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Title: Bringing Honesty and Creativity to your Work Ethic with Lauren Brychell

Today's guest is Lauren Brychell who is the Investor Relations Associate for Spartan Investment Group, LLC. In this role, Lauren brings her skills in marketing and project management to assist the team with investor-facing collateral, communications, capital raise projects, and investor education.

Let’s tune in to her story!

[00:01 - 05:18] Opening Segment

Get to know my guest Lauren Brychell
Starting out and gaining experience in the real world
- Diverse yet great background
Fulfilling her long-time interest with Real Estate
- Getting hired in Spartan
First Project: Free-Up Storage Brand

[05:19 - 12:40] Brand Launching

Digging with the Values and Personality
- Lengthy creative process
The Mission, Vision, and the Values
- Top-Notch client experience
Making High Quality, Intricate website
The Free-Up Brand

[12:41 - 19:36 ] Lauren’s current focus: Investor Relations

Transparency and Communication with clients
Strategies with building trust and client relationships
Something that sets Sparta apart from others
Getting new partners
- The Lauren experience
Not setting the bar really high

[19:37 - 21:27] Closing Segment

Final words
Connect with my guest, Lauren, in the links below

Tweetable Quotes

“If you’re thinking about creating a National brand and getting all that started, be mindful of asking a lot of people about their opinions. What you might think is great might not appeal to the general public. Don’t be afraid to get feedback from a lot of different people just to make it the best brand it can possibly be.” - Lauren Brychell

“Just meeting us in person and understanding that we’re not just some other person out there who’s taking an investment from them but having a real relationship with real people that’s their money, their livelihood, I think that really sets us apart.” - Lauren Brychell

Reach Lauren through her LinkedIn and email her: lauren@spartan-investors.com

Check out Spartan’s website: www.spartan-investors.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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Title: Becoming the Best Person with a Healthy Mindset with Austin Linney

For today’s exciting episode, we feature Austin Linney, who is a former service industry veteran of 20+ years, turned serial entrepreneur, real estate investor, mindset and business coach. He is the host of the weekly podcast, Construct Your Life With Austin Linney. When he’s not building businesses, growing his expansive network of who’s who in the leading industries, providing massive value each week with his podcast, or helping his coaching clients achieve a breakthrough, he can be found training for and competing in Ironman Triathlons across the country.

Let’s tune in to his story!

[00:01 - 08:30] Opening Segment

Get to know my guest Austin Linney
Living up to his father
Brokenness to wholeness through Real Estate
- Functioning alcoholic for 20 years
- Alcohol recovery
Austin the Triathlon Athlete
The Success

[08:31 - 13:54] Coach Austin

Common Thread with Austin’s Clients
- Not-enough self love
- It radiates outside of you
This is what happens when you don’t love yourself enough
Winning the day

[13:55 - 23:38] Austin’s Projects

Construction Company
Doing great things with great people
- People with expertise and great vision
Affordable houses for Middle America
How Austin stays on top of everything
- The total control
Cleaning up your calendar

[23:39 - 25:20] Closing Segment

Final words
Connect with my guest, Austin, in the links below

Resources Mentioned

Rich Dad Poor Dad

Tweetable Quotes

“He [Gary V.] said something at the second call at the very end at 1 minute left, he said something to me. He said “if you were to be in a room full of billionaires 20 years from now and you deserve to be there, what’s the one thing holding you back?” and without even thinking for whatever reason, I said, “alcohol”. That is what planted the seed into my mind that was holding me back from who I needed to be.” - Austin Linney

“I coach people in Toronto, I coach people in Quebec.. I coach people Real Estate, I coach women, all of them from all different sectors, all different ages, all different financial states, and there’s one common thing that runs through all of them: they don’t love themselves enough. They’re hard on themselves, they don’t love themselves. And when you don’t love yourself completely or you don’t believe in yourself, it radiates inside and that energy goes off to other people. ” - Austin Linney

“If I’m not in the right headspace to do a call I’ll just reschedule, because it’s not fair to that person for you to not show up as the best version of yourself.” - Austin Linney

Reach Austin through his Instragram

Check out his website: Www.austinlinney.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: The New Star in the Real Estate with Jonathan Tuttle

For today’s episode, we'll feature a creative problem solver named Jonathan who ethically serves others first. As of the moment, he has now been featured on over 40 national podcasts.

Having an extensive real estate background, knowledge, and experience that started very early growing up in a real estate family where his father was a general contractor for over 80 custom homes including being selected as a preferred home builder by Inland Real Estate. In addition, learning from his father who had over 30 house flips, owning multi-family apartment buildings, parcels of land, 3 mobile home parks, as well as owning and managing 2 residential real estate brokerage offices in the suburbs.

Before real estate, Jonathan was the Number 1 sales producer in the United States out of over 9,500 associates at women's clothier, bebe. Setting many records including first in the company's 33-year history to achieve the company's biggest milestone of $1.5 million sold in a single year. In addition to being on corporate videos, Jonathan received the most positive complimentary letters written about him in the company's history.

Let’s tune in to his story!

[00:01 - 09:44] Opening Segment

Get to know my guest Jonathan Tuttle
Jonathan venturing to Mobile Home Parks
- Savoring the rising star

[09:45 - 22:00] The New Niche called Mobile Home Parks

Demographics
- Supply and Demand
- The lovely appeal
Issues and Challenges
- Renovations
- Tenants
Be intentional and personal
- You need to be there
- Avoid extra costs
Just, why Mobile Home Parks?

[22:01 - 26:20] The Dividing Line

Multifamily vs. Mobile Home Parks
- The cap rates
- The cash returns

[26:21 - 29:07] Closing Segment

Final words
Connect with my guest, Jonathan, in the links below

Tweetable Quotes

“I want to go places where I could get better results faster, and find that opportunity and way without competing with everyone.” - Jonathan Tuttle

“That’s what's the main thing in Mobile Parks is that you are dealing with the idea that most of the time as a Park owner you want to buy basically a land that is deeded to lease the rent out to mobile homes. Majority should be owned by the tenant which means the park does not have the liability of maintaining those homes which is great. ” - Jonathan Tuttle

Reach Jonathan through Facebook

Check out his website: https://www.midwestparkcapital.com/

Revenue Ascend handles it all. To learn more go to www.RevenueAscend.com

To see Midwest Park’s PPM go to www.MidwestParkCapitalFund.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: Valuing the Rising Star called Mobile Home Parks with Joyce Walder

Joyce has a background in the legal field, commercial and residential banking, was co-owner of a dental practice in the Dallas area, and was most recently a Dental Hygienist in the Austin area. After leaving her career in dentistry in 2019, Joyce is now able to focus on commercial real estate investments full time.

Her experience and attention to detail bring a broad range of exceptional skills to the team. Joyce enjoys working side by side with her husband, Bob. Joyce and her husband are both part of the B3 Investments based in Austin, Texas. They are both accredited investors who specialize in multifamily assets, recently transitioned to mobile parks. When not working, Joyce enjoys traveling, running, yoga, and spending time with family.

Let’s tune in to her story!

[00:01 - 08:51] Opening Segment

Get to know my guest Joyce Walder
Husband’s early retirement
- Putting the money into something
- Starting to get into Multifamily
Transitioning to Mobile Home Park
- Competition
- A people business
The Differences
- Multifamily vs. Mobile Home Communities

[08:52 - 27:22] Vision for Mobile Parks and Joyce’s role

Joyce is a Transition Officer
- Symbiotic relationship
- Hands-on role application
Transitioning is a scary experience
- Joyce acts to alleviate the fear
Addressing the frightening questions
- Honest answers, Good intentions
- Genuine connection
Target Mobile Parks
- Improving and repairing
- Impact to the community
- Positive Change
More on transitional change
- Mutual benefits with your connections

[27:23 - 29:33] Closing Segment

Final words
Connect with my guest, Joyce, in the links below

Tweetable Quotes

“If you look at the research it’s really interesting to me that people who tend to live in mobile homes, as you mentioned, have that private ownership. They own their home, they have a larger space than they would in an apartment, and still the most affordable housing option out there.” - Joyce Walder

“I found that there’s a lot of fear in that transition and I feel it’s partly my job to allay those fears and let them know that we’re here to fix things that were unattended, and just make them feel comfortable that we are there to help them to better that community.” - Joyce Walder

Email Joyce: joyce@b3.investments

Check out Joyce’s website: WalderREI.com, B3Communities.com and B3.investments

You can also reach her through a call by dialing: 512 846 3035

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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Title: Mindset Training in the Real Estate with Ketan Patel

Ketan is a High-Performance Real Estate Coach that helps motivated real estate entrepreneurs create more income and impact by aligning their mindset, strategy, and execution. He has mastered the art of getting results by combining techniques from Tony Robbins, Wim Hof, & Dr. Joe Dispenza. His achievements include earning an accelerated Doctor of Pharmacy Degree (while Learning English), Building a Multi-Million Dollar Rental portfolio by starting from $8k, Raising Over $10 Million for his multifamily syndication business, and growing a senior care business by 3x in just 2 years.

Let’s tune in to his story!

[00:01 - 10:42] Opening Segment

Get to know my guest Ketan Patel
The pharmacist who wanted to explore more opportunities
The challenges and choices Ketan did
- Changed the trajectory of his life
Building the Senior Care business
Ketan’s motivation to take the next step in pursuing Real Estate
- The power of curiosity
Multifamily is attractive

[10:43 - 20:14] Ketan the Mindset Coach

Knowing how to think, feel, and act accordingly
Our limiting beliefs and our own flavors
Ketan’s suggestions for his students
- Result-achieving framework
Deeper dive into clarity
More into limiting beliefs

[20:15 - 23:42] Closing Segment

Final words on execution
Connect with my guest, Ketan in the links below

Tweetable Quotes

“I have always been the person that’s a big believer in following your curiosity, right? We really don’t know where this curiosity is going to lead us, and it always feels uncomfortable sometimes because it might not make the perfect sense. But I was like, “let me just be curious” and curiosity has helped me, and now I have extra time.” - Ketan Patel

“At the end of the day, it is the way we think, feel, and act that determines everything, that creates a lens whether we are a passive investor, or are we an active business person, it does not matter what our goals are or what we are doing. If we are not aware of how we are thinking, feeling, and acting, I feel like it’s just driving a car with no idea on how any of the buttons work, basically.” - Ketan Patel

Reach Ketan through: LinkedIn

Subscribe to his YouTube channel

Check out his website: www.KetanPatel.com and www.MukhiCapital.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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Title: Mind Blowing Self-Directed IRA Investment with Josh Plave

Josh is a multifamily syndicator who specializes in helping investors use their retirement funds to passively invest. Through his company Wall to Main, Josh provides all the tips and tricks needed to invest quickly, safely, and inexpensively with an existing retirement account.

Let’s tune in to his story!

[00:01 - 03:05] Opening Segment

Get to know my guest Josh Plave
Mind Blowing investments using retirement funds
Diversifying out of the stock market
- Figuring out what to put your money
- Stable and controllable

[03:06 - 13:12] Starting Up

What kind of funds?
- In-Service rollover
Custodians are a must
2 Different Approaches
- Custodian Process
- Checkbook control
- - LLC
Cost Comparison
- Checkbook: costs more
- Custodian: workable

[13:13 - 29:28] Some general tips on investing through IRA

What to look for a custodian
- It is a tricky game
- Josh’s personal take on custodians and checkbook
- There are cheap options!
Some investment rules to live by
- Disqualified people
You can invest with them.
If you use investment account, they are not disqualified
General investor considerations
- Self-Directed IRA
- - You are the employer and employee
  - Taxations
- Solo 401K
- - Some possible tax exemptions
  - This is for the self-employed people
  - - Roth Solo-401K

[29:29 - 32:25] Closing Segment

Josh’s most influential book throughout the years
Final words
Connect with my guest, Josh in the links below

Resource Mentioned:

Blue Ocean Strategy

Tweetable Quotes

“I found out that the larger ones [custodians] who focus more dollars on marketing, on Google SEO, and making sure they are on top of the results, the less they have on customer service once they have an established account.” - Josh Plave

“Obviously, it is not great to pay those [investment costs] but then I think it’s the offsetting that allows you to minimize the tax burden.” - Josh Plave

Reach John through: Facebook, Instagram, and LinkedIn

Check out his website: Wall to Main

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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Title: Living a Financially Free Life One Bill at a Time with John Rickgarn

Having lost both of his parents to cancer by the time he was 16, John realized after years of working in the corporate world that the plan of working 40 hours for 40 years and saving money in your 401k probably won't work for most....and that is even if you live to age 65. Since 2014, John began his financial journey educating himself on everything from real estate investing to infinite banking. In 2016, he started with a fourplex as his first investment by taking money OUT of his Roth IRA and now has several properties across several states. Since 2020, he has run a financial education website and blog sharing his journey and experiences.

Let’s tune in to his story!

[00:01 - 03:45] Opening Segment

Get to know my guest John Rickgarn
Why John never takes a day for granted
- Deep impact brought by his parents end
- Learning from experiences painfully

[03:46 - 07:56] Financial Freedom One Bill at a Time

Real Estate or Passive Investing
Sit down and evaluate your bills
- Does it match a revenue per bill?
The Rationale behind the principle
- Reach your goals one step at a time

[07:57 - 22:35] John’s Passion

Fundrise Investment
- Anyone can invest here!
- Careful investors are welcome
Retirement Accounts
- Tax deferred account
Fourplex
- “How can I afford it?”
- Yields better returns in the market right now
- Suzy Orman and Dave Ramsey’s recommendations
Set up recurring streams of money now, not later.
John cashed out his Roth IRA
Real Estate pays!
Don’t stop there, live life to the fullest!
- Diving into cryptocurrency
- Real Estate vs. Crypto

[22:36 - 25:44] Closing Segment

Living your life debt free
Final words
Connect with my guest, John in the links below

Resources Mentioned

5 Ways you are Paid in Real Estate Investing
Rich Dad, Poor Dad
Dave Ramsey
Suzy Orman

Tweetable Quotes

“That was kind of my mindset shift of Well, how about I start setting up recurring streams of money now? Not just wait till I'm, you know, old and gray?.” - John Rickgarn

“Don't say I can't afford it, ask: how can I afford it?” - Robert Kiyosaki

“Just try to live each day to the full potential and acknowledge that, you know, every one of us is going to have an end date, we don't know when that's gonna be, if that's tomorrow, or 50 years from now.” - John Rickgarn

Reach John through: Instagram, Twitter, LinkedIn

Check out his website: www.wealthandfreedomnexus.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Clay Malcolm: Use your Self-directed IRA money for other kinds of investments

Clay has been in the self-directed IRA and 401(k) industry since 2011, both as an educator and investor. He combines his 20+ years of education experience and his expertise in self-directed account strategies to educate clients, CPAs, CFPs, and real estate professionals throughout the county on the benefits of self-direction. Clay holds the designation of Certified IRA Services Professional (CISP) and has served on the American Bankers Association IRA steering committee.

Let’s tune in to his story!

[00:01 - 04:09] Opening Segment

Get to know my guest Clay Malcolm
Clay was not prepared for his retirement fund
- Doing IRA for himself
- Retiring sooner rather than later
Hitting two birds with one stone
- Doing and accomplishing more with IRA

[04:10 - 10:35] Diving Deep

What to look into before diving to IRA
- Check in with your Custodian
- Do your inventory
- Learn about Self-directed IRA
- Vocabulary
Motivation to look into SDR
Stock Market volatility
Graphing an investment strategy you behold
- Turning it into IRA
Diversification

[10:36 - 21:57] Counting the Cost

Hiring the experts
- Transaction fees
- Annual fees
It depends which asset / sale
LLC Subset?
- Checkbook control
- Convenience factors
- It is a strategic choice.
Getting IRA investment from other investors

[21:58 - 24:20] Closing Segment

Final words
Connect with my guest, Clay in the links below

Tweetable QuotesYour ability to diversify or to adjust to the economy in terms of what investments you can get into and their performance, whether it is correlated to the stock market or not, is enhanced by having a self-directed IRA.”

“ - Clay Malcolm

Send him an email cmalcolm@advantaira.com

Call him at 470 695 0620

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: The Thing Called Real Estate Recapitalizing with Jackson Stith

Jackson is a principal of SyndiGate Capital, a boutique real estate capital markets firm focused on LP and GP recapitalizations. Prior to founding SyndiGate, Jackson enjoyed a 15-year career in real estate development where he oversaw the development of 9M SF of real estate assets.

Let’s tune in to his story!

[00:01 - 06:18 Opening Segment

Get to know my guest Jackson Stith
Recapitalizing LP or GP private equity positions
- Death - disease - divorce
- Heavy value - compression cap rate

[06:19 - 09:46] Real Estate Syndication is Eye Opening

Lack of Liquidity
Educating the Market
- Those not there yet
Undiscovered tool in the market

[9:47 - 11:02] Floors for Recapitalization

Underwritable deals are welcome
Lower rate, high commission

[11:03 - 19:46] Time-frame for Replacement Equity Partner

Buyers of Recaps
- Conditions
It depends.
Why people look at secondaries
- Opportunities

[19:47 - 21:44] Closing Segment

Final words
Connect with my guest, Jackson in the links below

Tweetable Quotes

“It’s such a niche sort of discipline that it really takes kind of a dedicated platform to get a serious buyer.” - Jackson Stith

Follow Jackson at LinkedIn

Send him an email at jackson@syndigatecapital.com

Look up their website www.syndigatecapital.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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SS5: Living a Fulfilling Life

They say life starts at the age of 40. If you’re nearly forty, how do you say you have lived a fulfilled life?

If you are working towards a life of fulfillment, tune in to my story.

[00:01 - 05:09] Opening Segment

Welcome back to the show
There are many frameworks on living a fulfilling life
Devouring resources that could blow the lid off my brain
Surround yourself with the right humans

[05:10 - 11:54] The Six Human Needs

All we do and think about is a response to one of these six needs
- Certainty
- Uncertainty
- Significance
- Connection
- Growth
- Contribution

[11:55 - 13:39] Closing Segment

Final words
- Resonate with these deeply
- - How do you need these six needs, currently?
  - What change do you want to make?
  - What do you want to add?
Connect with me in the links below

Resources Mentioned

Personal Power, Tony Robbins
The Miracle Morning, Hal Elrod

Tweetable Quotes

“At the same time that I was listening to Personal Power, I was also exposing myself to many other books and podcasts and other resources that were aimed at helping me blow the lid off my brain. I need to basically “blow the lid off my brain” so that my mind can be expanded and can be open to all these different possibilities that I never even considered or imagined possible for myself.” - Sujata Shyam

“There is a difference between the science of achievement and the art of fulfillment. What we’re all seeking to achieve in life is both.” - Sujata Shyam

“We are all works in progress and once we understand that we can fully commit to continually upleveling and continual growth. Living in a growth mindset is also about throwing the lid off your brain. I think it’s exciting to know that if I commit to my own growth, that where I am five to ten years from now, is potentially unimaginable to me in the present moment.” - Sujata Shyam

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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Title: How to Improve people’s Quality of Life by doing Real Estate with Hersh Rai

Hersh Rai is a managing member of RaiVu and an active real estate investor focusing on apartments and manufactured housing communities. He primarily leads acquisitions and oversees investor relations. With any investment, he hopes to improve the quality of life for the tenants, provide favorable returns for his investors, and continue to work alongside experienced partners. He began real estate investing, with his partner Nicholas Vu, while attending graduate school in the Midwest.

Beyond real estate investing, Hersh is an active duty Naval Officer who specializes in meteorology and oceanography. Currently, he is serving out of Pearl Harbor in Hawaii.

Hersh holds a dual B.S. in Computer Science and Information Technology from the United States Naval Academy. In addition, he holds a M.S. in Computer and Information Technology from Purdue University. Hersh’s AUM totals $3.65M consisting of 114 units.

Let’s tune in to his story!

[00:01 - 08:16] Opening Segment

Get to know my guest Hersh Rai
Buying back the time with real estate
Rookie builds up knowledge
- What joint venture syndication is
- Connecting with the veterans in real estate

[08:17 - 15:19] Building a strong relationship-building system

Employing others to do the work
Calling potential sellers
- What kind of property
- Building a strong partnership with potential partners
- - Reaching out effectively

[15:20 - 22:53] Maintaining the Discipline

Knowing why you do what you do
Giving and providing for others who don’t have it
- Ripple effect
Making time for connections is rewarding
- Learning from your forerunners

[22:54 - 23:13] Relationship Building

Who are these people?
Maintain relationships for future business scenarios

[23:14 - 24:54] Closing Segment

Final words
Connect with my guest, Hersh in the links below

Tweetable Quotes

“What drives me to be able to do this every time is being able to provide something else for other people who might not have that.” - Hersh Rai

“I think what’s with diligence is, how much do you want it? What is your why? Why do you do what you do? Is it for financial gain? Is it for long-term financial wealth and independence? Is it to potentially give back to those causes that you're extremely passionate about?” - Hersh Rai

Follow Hersh’s LinkedIn

Send Hersh an email hersh@raivucapital.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: Grinding in the Multifamily Space with Chihiro Kurokawa

Chihiro founded his firm in 2017 and has since acquired, owned, and operated three multifamily properties, which all have profitably gone full cycle.

Let’s tune in to his story!

[00:01 - 06:10] Opening Segment

Get to know my guest Chihiro Kurokawa
How Chihiro began with Multifamily Space
- Corporate world can’t sustain you forever
Tasting freedom
- Getting the proper education
- The motivation

[06:11 - 14:17] Why Multifamily?

Making “real” money
- “Financial Independence” money
- Equity
Multifamily is Hard (yet rewarding)
- Losing tracks before getting a successful deal

[14:18 - 22:33] Multifamily is Hard: Closing Deals

Rolling along with the Situation
Adapting to inevitable change
Turning property around
- Incremental progress
- Having the right partners
- Pleasing the buyers

[22:34 - 25:02] Closing Segment

Final words
Connect with my guest, Chihiro in the links below

Resources Mentioned

The Most Important Thing by Howard Marks

Tweetable Quotes

“You don't make real money without taking risks.” - Chihiro Kurokawa

“There's always these issues that come up with deals, it seems inevitable. There's always some sort of quirk and you've got to figure out how to roll with the punches and just adapt.” - Chihiro Kurokawa

“Investing is about the more value you create, the more you're going to get paid.” - Chihiro Kurokawa

Connect with Chihiro through Instagram and LinkedIn

Learn more from his website www.BlackRiverEP.com and psandpartners.com

Send Bronson an email cgk@blackriverep.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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The Most Important Thing: Uncommon Sense for the Thoughtful Investor (Columbia Business School Publishing)

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Title: How can Passive Income Investing Transform Someone with Bronson Hill

As the Managing Member of Bronson Equity (www.BronsonEquity.com), he is a general partner in over $60 million in multifamily assets. Bronson co-leads a large in-person multifamily meetup in Pasadena, CA called FIBI Pasadena Multifamily (www.fibipasadena.com).

Bronson understands the investor mindset, having spoken individually over the phone with over 1000 investors and having raised $15M for real estate deals. Bronson is the author of The Single Best Investment Strategy During (or After) a Pandemic and is a regular contributor to YouTube and Bigger Pockets.

Let’s tune in to his story!

[00:01 - 04:02] Opening Segment

Get to know my guest Bronson Hill
Humble beginnings as an accidental landlord
- Planning in advance for Passive income
Multifamily Real Estate

[04:03 - 09:48] Passive Real Estate Income

On Passive Income Education
- How professionals use their time is essential
The Unpredictability of unstable markets
- On traditional stocks and bonds investing
The Paradigm shift in Real Estate

[9:49 - 16:52] How can Passive Income Investing Transform Someone?

Being financially free with Passive Income
Passive Income defined
- Being able to do your highest purpose
- Why are you here?
Why are you in the business?

[16:53 - 20:27] Success

Listen
Be alert
Just start it!

[20:28 - 22:15] Closing Segment

Final words
Connect with my guest, Bronson in the links below

Resources Mentioned

Rich Dad Poor Dad
“Make yourself valuable to valuable people.” - Jim Rohn

Tweetable Quotes

“So it's amazing about this business, that it really is like a snowball. You start small, and then once you get experience, it's amazing the opportunities that you have to be able to scale, which is something that really doesn't exist in a single-family, which a lot of people think that single family is going to lead to financial freedom, but it rarely does.” - Bronson Hill

“A lot of people don't realize, even though they make a lot of money, They're not really financially free. I believe true financial freedom comes from when you actually are able to get passive income.” - Bronson Hill

Connect with Bronson’s Facebook, Instagram, and LinkedIn

Learn more from his YouTube videos

Send Bronson an email bronsondavidhill@gmail.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Real Estate and Development in Modern California with David Coe

As an investor, David is a partner in Capital Stack Investments. Capital Stack is focused on raising capital and investing in short and long-term residential new construction projects. David also founded the South Bay chapter of For Investors By Investors, a real estate investment club that is 100% focused on education and networking with absolutely ZERO sales pitches allowed. He’s an avid hiker and a damn good cook.

Let’s tune in to his story!

[00:01 - 05:47] Opening Segment

Get to know my guest David Coe
David shares how he started as a realtor
- Humble learnings as a beginner house owner
- Broadening experiences by experiencing other horizons
Valuing family and helping others

[05:48 - 11:14] Pursuit of Real Estate

Do we get flexible schedules?
Freedom and excitement is attainable
Primary Benefits of having self-directed IRA

[11:15 - 26:03] Infill Development

Creating deals to make them happen
- Current project
Young and educated millennials in California
- What does life look like for the uneducated and older ones?
- Housing Crisis

[26:04 - 28:11] Closing Segment

Final words
Connect with my guest, David in the links below

Tweetable Quotes

“Early on it was fantastic. And I'd say even now the amount of time that I spend in my entrepreneurial real estate life is probably more time than I spent when I was working in corporate America. But time is just so much more enjoyable.” - David Coe

“Usually everyone's first real estate investment is their own home. And if that's not your first investment, it should be. You should buy a house. That's always the first piece of advice I give to someone. It's a great way to learn about real estate.” - David Coe

“The only way to solve the housing crisis in California in any other city in the world is to generate more housing. It's the only way to do it. Everything else that you do around that will somewhat orbit around the idea of creating more housing. As a population, we continue to grow. It's just the natural ebb and flow of humanity” - David Coe

“My philosophy is that real estate is not a property business. It's a people business. And the only way the actual tagline for our Phoebe group is there's no in real estate. And I thoroughly believe that the quality of investor you become will be directly correlated to the quality of people you get connected to.” - David Coe

Reach their website www.capitalstackinvestments.com

Send David an email david@coeregroup.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

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SS4: How Suja Got Started in Real Estate

It sounds sweet, but just like anyone, I started out in the business as a no one. My first investment property was a single family two bedroom house, without having the savings, only debt.

If you want to learn more about how I got started in Real Estate and what I am today, tune in to my story.

[00:01 - 04:10] Opening Segment

Welcome back to the show
I started out as nothing
I was helped out by an investor, too
- Thanks to Jessica Jackley’s initiative and purpose
- Kiva was my lifeline
Jessica had student loans
- And maybe you do, too
Put your knowledge into action

[04:11 - 09:50] “Real Estate is a Team Sport”

The hustle and bustle would be easier
The novice feels a sinking feeling
Getting the fantastic first deal after the labor

[09:51 - 12:21] Some piece of advice

Lean in closer! This is really important!
Make sure you contemplate these very deeply.

[12:22 - 15:31] Closing Segment

Final words
- If I could have done something different...
- - Try to consider your growth as an entrepreneur
  - Beware of your limiting beliefs
  - Continue what you started to do
Connect with me in the links below

Tweetable Quotes

“I took this piece of advice [Jessica’s student loan advice] very seriously, and I left that room with a mission. I was going to figure out a way to use my student loan money for my first business venture. I did not know what that venture would be yet, but I walked out of there, determined to find a way to use the knowledge I had gained and implement it.” - Sujata Shyam

“We did not know what we were doing, but we did it anyway. We got help where we could and we got substitutes for the things we knew we needed help with. ” - Sujata Shyam

“Your problem is not lack of resources, it is the lack of resourcefulness.” - Sujata Shyam

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Multifamily Lending Space with Clay Allen

Clay Allen is a Senior Director in the Atlanta office for Old Capital. With over 20 years of commercial real estate experience, Clay is focused on providing debt & equity solutions to his clients nationwide.

Prior to joining Old Capital, Clay asset managed a $1.5B portfolio of multifamily assets, totaling nearly 10,000 units across several major southeastern markets. He has also spent several years with regional banks and GE Capital where he underwrote portfolio and CMBS debt, as well as joint-venture equity investments.

Let’s tune in to his story!

[00:01 - 03:34] Opening Segment

Get to know my guest Clay Allen
Clay shares about multifamily lending
- Bits of terms to familiarize yourself with multifamily lending
- Current trend and take on every sales platform

[03:35 - 15:00] Agency and Lending Debt

The Differences
Things to consider in Agency and Bridge Debt
- What Syndicators and Operators should be aware of
Risks to be met
Recommendations from Clay
- Amortization
- Interest rate
- Cap rates

[15:01 - 18:16] Refreshing the Basics

General Overview on some terms
- Debt
- Service
- Coverage Ratio
- Loan to value ratio

[18:17 - 19:57] Closing Segment

Final words
Connect with my guest, Clay in the links below

Tweetable Quotes

“If any of your listeners are going out looking to buy deals today, just know that it's always a risk that you run in any market that you will have a refinance scenario in fairly short order.” - Clay Allen

“So what happens if the market kind of falls out and lenders are saying, you know, I'm pulling back, what does it look like to try to refinance your property in three years at a 70% loan-to-value or even worse, 65% loan to value? Are you writing a check? Are you coming out of pocket? Are you doing a capital call for your investors?

Those are the kind of things that kind of would keep me up at night. If I were closing in this market.” - Clay Allen

Reach Old Capital lending’s website website@wwwdotoldcapitallending.com

Send Clay an email and reach him through callen@oldcapitallending.com and 678.357.2631

https://clayallenatl.lpages.co/atlanta-multifamily-investors-sign-up/

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Title: The wonder world of sales and underwriting with Charles Seaman

He is a native of Brooklyn, NY that currently resides in Charlotte, NC, and serves as Senior Acquisition Manager and Asset Manager of Three Oaks Management LLC, in which he actively works to locate high-performing multifamily real estate deals throughout the Southeast region of the United States.

He’s responsible for performing all of the company’s initial underwriting and analysis of these deals, which ultimately determines whether or not the deal will be a good fit for the company.

He’s also involved with contract negotiation and capital raising to make sure that the deals close, remaining involved after closing to manage the assets so that they perform in a manner that provides investors with exceptional returns.

Let’s tune in to his story!

[00:01 - 04:26] Opening Segment

Get to know my guest Charles Seaman
Young, dumb, and broke turned seasoned director of acquisitions
Grinding and developing skills to get to the top

[04:27 - 12:03] Underwriting

Being conservative and observant
Cap rates defined
- The unspoken need to familiarize yourself in the market
Join Charles’ weekly underwriting sessions
- deal structures, multi-family deals

[12:04 - 22:27] Going deeper with underwriting

Defining and familiarizing with the terms
- Trailing 12
- Rent Roll

[22:28 - 24:35] Closing Segment

Final words
Connect with my guest, Charles in the links below

Tweetable Quotes

“The first rule that I would always tell people is it's better to lose a deal for being too conservative than they get a deal for being too aggressive. So if given the choice, lose the deal and be conservative, otherwise you may wind up in over your head” - Charles Seaman

“A lot of times you're going to be competing against either brand new syndicators or they are local families with money, and most times a well-run syndication is probably a smoother operation than like a local guy with money” - Charles Seaman

“I always jokingly say that I set a low bar [for earning estimates]. So it's easier for me to jump in.” - Charles Seaman

Reach Charles through charles@3oaksmgmt.com and call him: (347) 306-3278

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

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Title: Seniors and the Senior Living Space Industry with Doug Fullaway

Mr. Fullaway is the President of FourteenPlus, LLC, a firm that specializes in investing in the growing senior living market. This market is growing faster than any other demographic and has produced returns superior to returns over other types of real estate because the need for services for seniors does not decline when the economy slows.

Fullaway brings a unique set of experience as he was previously the CEO of Vigilan, one of the largest suppliers of software selling to thousands of senior living communities. He knows the leaders in the industry and the superior regional operators which allows him to provide superior deal flow and reduce investor risk. He holds a BS in Industrial Engineering from Oregon State University and an MBA from the Harvard Business School. He served as an infantry officer in the U.S. Marine Corps. He loves fly fishing, skiing and flying.

Let’s tune in to his story!

[00:01 - 13:14] Opening Segment

Intro (Seniors and the Senior Living Space Industry with Doug Fullaway)
Getting to know Doug’s beginnings as an industrial engineer in the business world
Humble beginnings and ups-and-downs
- Learning how to do business the hard way
The Senior Living world
- Accidentally stumbling upon and learning what this world is

[13:15 - 20:53] Why a Senior Living Space?

Promising financial returns and revenue
Satisfactory health and wellness return

[20:54 - 29:34] The Value of Senior Living

Surprising cost-effectivity
Better living conditions
Approaching the imminent and unspoken reality of getting old

[29:35 - 31:42] Closing Segment

Final words
Feel free to connect with Doug Fullaway through the links below

Tweetable Quotes

“I think that when you're a limited partner, you want to invest, you want to make sure that you're putting your money into something that's gonna pay you back on a regular basis.” - Doug F.

“There are always deals out there that are maybe a little unusual and great if you'll take the time to really dig in and understand.” - Doug Fullaway

“So lesson for limited partners that I learned the hard way you better know who the other limited partners are and what their objectives are. And you better know what the decision process is for a sale. Because if your objective is to be in and have it, you know, give you a 22% return in four years, you can find those investments, but somebody has to be able to pull the trigger and say, yeah, we'll sell ... . In other words, we all had to vote on it. And we had to have an agreement.” - Doug Fullaway

FOR MORE INFO ON SENIOR LIVING SPACE:

https://www.nic.org/

https://www.ncreif.org/

https://www.avenidapartners.com/

Check Doug’s website and grab his book for free: FourteenPlus.com

Send him an email: dougfullaway@fourteenplus.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

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Title: Why You Should Passively Invest with Arn Cenedalla

Arn Cenedalla is the Founder of Spark Investment Group. He has spent over 40 years in real estate brokerage and investment. He is a long-time single-family rental investor who is currently transitioning his portfolio towards passive investing and larger multifamily properties. Spark Investment Group helps individuals invest passively in real estate to create additional income streams while freeing up your time to pursue your passions.

Let’s tune in to his story!

[00:01 - 03:22] Opening Segment

Get to know my guest, Arn Cenedalla
Out of graduate school and into the real estate industry

[03:23 - 10:49] A New Life Adventure

Arn shares why he and his family moved to Greenville, South Carolina
Arn talks about his single family home portfolio
Why Arn self-managed his properties
- I should have gotten a property manager earlier
Learning passive investing during the pandemic

[10:50 - 22:19] Why You Should Passively Invest

The rationale behind passive investing
Doubled cash flow in multifamily
What is Return on Equity?
- Cash-on-cash return on real estate investments
Why Arn likes passive investing
The last 15 months of Arn’s multifamily investing
- One less property to worry about
- Arn talks about K-1 Report
- Taxes are complicated, contact your CPA
Why understanding real estate alone is not enough

[22:20 - 24:16] Closing Segment

Final words
Connect with my guest, Arn in the links below

Tweetable Quotes

“When you think about what your time is worth, and if having a property manager can save you 3 or 4 hours of work every month, that’s worth 3, 4, 5 hours easy. I mean, people’s time is valuable.” - Arn Cenedalla

“Time is even more precious than money.” - Arn Cenedalla

“Consider diversifying your portfolio a little bit. Put a certain portion of it in real estate.” - Arn Cenedalla

Reach Arn through arn@investwithspark.com, 650-575-6114, Facebook, and LinkedIn

Check out his website: www.investwithspark.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: The Rise of Sustainable Agricultural Investment with Chris Rawley

Chris Rawley, Harvest Returns CEO and founder, currently a Captain in the U.S. Navy Reserve, serving as the Reserve Chief of Staff for the United States SIXTH Fleet, has invested in real estate and income-producing agriculture for nearly two decades. While visiting a farm investment in Central America, Rawley conceived the idea of building a crowdfunding platform to streamline agriculture investment.

Let’s tune in to his story!

[00:01 - 06:21] Opening Segment

Intro (The Rise of Sustainable Agricultural Investment with Chris Rawley)
Getting to know more today’s guest Chris Rawley
Chris shares how he got to agricultural investment
- The economic crisis sparked the shift
- Sustainability of shelter and food systems
Chris elaborates on agricultural risks

[04:44 - 06:21] Agricultural Deals in a Nutshell

Chris explains current farming integration
Integration of farmer produce systems
- Improving farmer’s profit
- Farmers owning the supply
Helping farmers stay farming and grow their operations

[06:22 - 24:48] Growing demand for vertical or modern farming

Healthier, local produced, lesser pollution and cost
Indoor farming
- Large scale
- Small scale
Could aid food security solution
Environmental and Breeding sustainability
Opportunity Zones

[24:49 - 26:57] Closing Segment

Final words
Feel free to connect with Chris Rawley through the links below

Tweetable Quotes

“It's an important industry, because it's something that touches every single person on earth. Just like in real estate, everybody has to have a place to live, everyone has to eat.” - Chris R.

“A lot of multi generation farm families aren't actually farmers anymore. They [have] become landlords.” - Chris Rawley

“We like to help small to midsize farmers grow and expand their operations.” - Chris Rawley

“If you want to help make a positive impact on the environment, then you can invest in farmers who are doing exactly that; who are starting and growing these indoor farms and reducing food waste, and in creating new nutritious food and filling foods in, in food deserts.” - Chris Rawley

Follow Chris’ Socials: Facebook, Twitter, Instagram, and LinkedIn

Send him an email: chris.rawley@harvestreturns.com and info@harvestreturns.com

WANT TO LEARN MORE?

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Or send me an email sujata@luxe-cap.com

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Title: Being Brutally Honest to Yourself with Ryan Narus

Ryan started with nothing. No money. No network. And no experience. Now he has bought 20 Mobile Home Parks spanning roughly 1,800 units and growing. Ryan is the Co-Founder of Archimedes Group, LLC and Mobile Home Park Mentors, a real estate mobile home park mentoring service with the vision of helping investors and entrepreneurs manage their investments and skyrocket their opportunities and income.

Let’s tune in to his story!

[00:01 - 06:34] Opening Segment

Get to know my guest Ryan Narus
“I bought the lie!”
Ryan shares the story of how he went from zero to 1800
Going back to the drawing board and finding out what he liked

[06:35 - 11:21] Being Brutally Honest to Yourself

The Long and Crucial Process of Being Brutally Honest to and With Yourself
- People affect your belief system
- Getting out of the mud
It’s not a quick process

[11:22 - 26:15] The Psychology of Success

The process matters just as much as the successful outcome
Why Ryan started reading
How to Get Out of that Zero Starting Point
Sacrificing and betting on yourself
Looking back and learning from your childhood
Why People Don’t Find Success in Real Estate

[26:16 - 28:17] Closing Segment

Final words
Connect with my guest, Ryan in the links below

Resources Mentioned

Rich Dad Poor Dad
The 7 Habits of Highly Effective People

Tweetable Quotes

“It is other people who don’t have what we want telling us, directly or indirectly, how to get what we want.” - Ryan Narus

“You can’t get to the master by taking shortcuts. You have to put in that time.” - Ryan Narus

Reach Ryan through ryan@archimedesgrp.com and LinkedIn

Check out his websites: http://www.archimedesgrp.com and http://mobilehomeparkmentors.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

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Title: Cash Flows and Development Risks with Shannon Robnett

Shannon is a real estate developer and syndicator with a principal focus on multifamily and industrial real estate in the greater Boise area. His accomplishments include: involved in the Boise real estate market for 35+ years, 2nd Generation Builder & Developer, and 4th Generation Realtor. He is involved in over $250MM in construction projects ranging from multifamily, office buildings, and municipal buildings to schools, industrial projects, and mini storage. Shannon has a history of over $140MM in successful developments and currently has under management over $100MM with a wide range of investors.

Let’s tune in to his story!

[00:01 - 05:50] Opening Segment

Get to know my guest Shannon Robnett
“I started young.”
Shannon shares how he started with real estate with only $500

[05:51 - 13:07] Unique Investing Strategies

The Two Kinds of Investors
- Shannon shares his and his dad’s investing approach
- Clashing approaches
- Dealing with different people
HUD 223(f) for Phenomenal Cash Flow
- Shannon talks about stabilizing and value-add

[13:08 - 28:41] Cash Flows and Development Risks

The Difference Between Buying and Selling Cash Flow
- Less Risky Development than Value-Add
- The Story of an 18-Month Reserve
Cash flow is convenience
The Risks in Development
- Mitigating development deals with great teams
Why a vertically integrated company is the best company
Building multifamily during the pandemic

[28:42 - 30:17] Closing Segment

Final words
Connect with my guest, Shannon in the links below

Resources Mentioned

Rich Dad Poor Dad

Tweetable Quotes

“You can’t please everybody with the same thing so get different things for those different people.” - Shannon Robnett

“Development should pay a higher return because you are waiting on your money.” - Shannon Robnett

Reach Shannon through shannonrobnett@gmail.com, Instagram (Shannon Robnett, Real Estate Run Down), Facebook, and LinkedIn

Listen to his podcast: Real Estate Run Down

Check out his websites: https://www.shannonrobnett.com/ and https://www.myverticalequity.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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SS: Why Suja is so Passionate About Closing the Investment Gap

There is a reason why I always exclaim: dream big. On my end, that is seeing a future of bridged investment gaps. The existing prejudice and stereotype concerning those who could and could not invest is a serious issue we should consider discussing.

If you want to learn more about why I am so passionate about closing investment gaps, please tune in to my story.

[00:01 - 03:09] Opening Segment

Why I do what I do
Wage and wealth prejudices
- Men and Women wage difference
“The New Deal”
- Segregation of neighborhoods
We should do something about the discrimination

[03:10 - 05:47] Deeper with Reality

Financial Equality
We’re not taught so much at school
The truth about wage and investing gaps
Compounding Interest is Powerful
- The 8th Wonder
- “He who understands it, earns it. He who doesn’t, pays it.”

[05:48 - 06:39] Why?

Why do women and people of color invest less?
- Representation on the media
- Representation on the industry
- Representation matters.

[06:40 - 8:35] Closing Segment

Final words
Connect with me in the links below

Tweetable Quotes

“There will never be true equality unless there is financial equality.” - Sujata Shyam

“Albert Einstein called compounding interest the 8th wonder of the world.” - Sujata Shyam

“It’s time to adopt a mindset of getting your money to work hard for you, not just working hard for your money. Study investing. Learn investing. Start investing, and make a habit of investing. ” - Sujata Shyam

WANT TO LEARN MORE?

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Title: Why Cost Segregation is Too Good to be True with Frank Giudici

A Civil Engineer by degree, Frank spent 15-years in the Construction Management industry working for two top-ranked Builders with project experience ranging from high-rise, luxury apartment buildings to nanotech manufacturing facilities. Now, Frank is a Business Development Director in the Cost Segregation industry helping to set the record straight!!!

Let’s tune in to his story!

[00:01 - 04:13] Opening Segment

Get to know my guest Frank Giudici
Frank shares how he found himself in the cost segregation industry
- Getting scammed, doing due diligence, and educating others

[04:14 - 14:52] Why Cost Segregation is Too Good to be True

What is Cost Segregation?
- Frank talks about the nature of cost segregation
- “A strategy that allows people to take advantage the time value of money.”
Personal Properties and Land Improvements
Why the Time Value of Money Matters
- How do you generate liquid cash?

[14:53 - 30:31] Facing Cost Segregation Head On

Frank discusses the changes in tax codes
- Bonus Depreciation to stimulate the new economy
- The Game Changer: Tax Cuts and Jobs Act of 2017
You can take advantage of cost segregation and depreciation.
A journey around the world to set the record straight in cost segregation
- American Society of Cost Segregation Professionals
- “Giving you what you rightfully deserve and no more.”

[30:32 - 32:42] Closing Segment

Final words
Connect with my guest, Frank in the links below

Tweetable Quotes

“Depreciation is a good thing. Depreciation allows you to use the deduction on asset income and you’ve got tax savings.” - Frank Giudici

“We’re not getting people any more depreciation than what their CPA allocates to them in the very beginning.” - Frank Giudici

“You just need to make sure that you’re working with a provider that’s going to do what’s in your best interest to choose a conservative cost segregation estimate for you to make educated decisions.” - Frank Giudici

Reach Frank through fgiudici@bedfordteam.com, 518-898-6603, and LinkedIn

Listen to his podcast: Bedford Podcast

Check out his website: www.bedfordteam.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

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Title: Public-Private Partnerships with Dee Brown

Dee Brown is the President & CEO of The P3 Group, the nation’s largest minority-owned public-private partnerships real estate developer. Dee is also the host of The Sky’s The Limit: Beyond The Deal podcast which is produced by Forbes Books.

Let’s tune in to his story!

[00:01 - 03:28] Opening Segment

Get to know my guest Dee Brown
A 30-year Journey to public-private partnerships

[03:29 - 12:18] Public-Private Partnerships

What is a public-private partnership?
- Dee explains what P3 means
Shifting the risk from a community to the private sector
Dee shares the projects they manage
Growing Bigger: The P3 Group’s reach
Choosing to serve minorities
- Leveraging your resources for the 21st century standards

[12:19 - 22:39] Real Estate Project Developer

There is equal profit!
A real estate background for Dee’s real estate career
Dee talks about his design-build finance experience
The Most Challenging Part as A Project Developer
Getting into real estate
How to Achieve Success

[22:40 - 24:23] Closing Segment

Final words
Connect with my guest, Dee in the links below

Tweetable Quotes

“Just having been in that relationship business, treating everyone fairly, and standing by our word -- doing what we say we’re going to do -- I think has contributed greatly to our success.” - Dee Brown

“You can’t do this by yourself. This is not a one man show. It requires all of my team to make this operation a success.” - Dee Brown

Reach Dee through dbrown@thep3groupinc.com and LinkedIn

Listen to his podcast: The Sky’s The Limit: Beyond The Deal

Check out his websites: www.thep3groupinc.com and www.deebrownceo.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

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Title: Investor and Sponsor Syndication Dynamics with Amy Wan

Amy Wan is the Founder & CEO of Bootstrap Legal, which automates real estate syndication legal documents, and a Partner at Sosnow & Associated, a securities law firm. She hosts The Law and Blockchain Podcast and has authored the Bloomberg Law practice guide to ICOs and Lexis Nexus' Private Equity practice guide. Previously, she was a Partner at a boutique securities law firm and General Counsel at a real estate crowdfunding platform. Amy founded Legal Hackers LA, which programs around the intersection of law and technology; was named one of ten women to watch in legal technology by the American Bar Association Journal in 2014 and one of 18 millennials changing legaltech by law.com in 2018; and was nominated as a Finalist for the Corporate Counsel of the Year Award 2015 by LA Business Journal.

Amy has also worked in international regulatory and trade policy at the U.S. Department of Commerce, and was a Presidential Management Fellow at the U.S. Department of State and U.S. Department of Transportation. She holds an LL.M. in Public International Law from the London School of Economics and Political Science, a JD from the University of Southern California Gould School of Law, and a BA in Biological Sciences from the University of Southern California.

Let’s tune in to her story!

[00:01 - 05:00] Opening Segment

Get to know my guest Amy Wan
Amy Wan talks about her life and career
- Having to end her international career
- Finding her way to beginning Bootstrap Legal

[05:02 - 10:26] Securing Your Real Estate Syndications

Regulatory requirements in real estate syndications
Exemptions in registering an offering
- Wolf 506 B under regulation D
- Rule 506 C
What you should know before investing in a deal

[10:27 - 22:29] Investor and Sponsor Syndication Dynamics

The Waterfall Structure
- Fully understanding what you’re getting
- The different waterfall structures
Refinancing and paying back investors
Amy talks all about fees
- Standard fees in real estate syndications
Legal ownerships in a company, Class B and Class A ownerships

[22:30 - 24:31] Closing Segment

Final words
Connect with my guest, Amy in the links below

Tweetable Quotes

“It’s not uncommon in the industry for sponsors to get sued by their own investors.” - Amy Wan

“Always be sure to ask your sponsor.” - Amy Wan

“People should be looking at government provisions to fully understand what their rights are when things go south.” - Amy Wan

Reach Amy through amy@blingfi.com and LinkedIn

Check out her website: https://www.bootstraplegal.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: Return on Equity and Return on Investment with Anthony Walker

Anthony is the CEO and managing broker of Buckingham Investments. Just as Buckingham Investments has been doing for over 50 years, Anthony seeks to be a trusted advisor and assist his clients with achieving financial independence and retirement security through investing in multi-family income property. He believes that real estate wealth is not created only at the time of purchase, but well before an investment is ever made through education and planning.

He teaches frequent seminars on many aspects of investing and has been an invited guest speaker at multiple educational institutions and trade organizations throughout Southern California. Practicing the investment philosophy he teaches, Anthony has also developed an extensive portfolio of income property, the vast majority of which is located in the local Greater South Bay of Los Angeles.

Let’s tune in to his story!

[00:01 - 04:36] Opening Segment

Get to know my guest Anthony Walker
Anthony tells the story of how he got into REI
- A journey that started in Costa Rica
- The growth of Buckingham Investments: brokers and investors

[04:37 - 13:03] Return on Equity and Return on Investment

Why ROI matters only in the beginning
Return on Equity matters more
Anthony discusses the difference between ROE and ROI
Exchange-Refine-Buy Analysis
- Max cash-out refinance proforma
Considering area quality, debt, and asset

[13:04 - 24:36] Working with Brokers

Why lenders are going to force you to cash flow
Investing in SoCal
- Anthony shares why he likes to invest in South California
How to Work with Brokers
- Making deals happen as a broker
- Reaching out and connecting with investors
- Great ways not to get deals

[24:37 - 26:20] Closing Segment

Final words
Connect with my guest, Anthony in the links below

Tweetable Quotes

“Once that first year is over, ROI is not a very meaningful metric anymore.” - Anthony Walker

“Using too much leverage can get you into a lot of trouble.” - Anthony Walker

“If you act transactionally or take from everybody in the chain of the transaction out of their pocket, that’s a great way not to get more deals.” - Anthony Walker

Reach Anthony through anthony.walker@buckinghaminvestments.com and LinkedIn

Check out his website: https://www.buckinghaminvestments.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: A Woman in Private Lending with Alex Breshears

Alex Breshears is a military spouse, private lender, passive investor, short-term rental owner and manager, and a Director of Investor Relations at a Reg A+ fund that is purchasing multifamily assets in the southeast and midwest.

Let’s tune in to her story!

[00:01 - 03:37] Opening Segment

Get to know my guest Alex Breshears
Alex shares about her life and how she got into real estate
What is your lifestyle? What is your requirement?

[03:38 - 11:47] Women Can Do It Too

What are people looking for?
Alex talks about the BRRRR Model
Private lending on flips
Growing and thriving as a woman in wealth development
- Being the only woman in the room

[11:48 - 21:35] A Woman in Private Lending

Getting More Women Involved
- Private Lending Lessons
“This style of investing really resonates with women.”
What is private lending?
- Alex explains what private lending is
- Why private lending is appealing to women
Passive Investing versus Private Lending
Finding a Style of Investing for Oneself

[21:36 - 23:41] Closing Segment

Final words
Connect with my guest, Alex in the links below

Tweetable Quotes

“Real estate tends to be a slow moving asset. It’s fairly liquid.” - Alex Breshears

“Private lending and passive investing, I think, would be something that speaks specifically to women.” - Alex Breshears

Reach Alex through alex@infiniteroadinvestments.com and LinkedIn

Join his Facebook Groups: Private Lending Lessons and Mission First Capital

Check out her websites: www.infiniteroadinvestments.com and www.MissionFirstCapital.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: Introspection and Experience for Success with Hemal Badiani

Hemal is the founder and managing partner of Exponential Equity. Hemal started his real estate investing career in 2012 and founded Exponential Equity to focus on his passion of helping busy families achieve financial freedom through fantastic opportunities in commercial real estate investments. Hemal scaled his firm from 0 to $100 million in assets under management in just 10 months. He is now focused on building a premier vertically integrated real estate company in the South East.

Let’s tune in to his story!

[00:01 - 06:03] Opening Segment

Get to know my guest Hemal Badiani
Hemal looks back and shares how his 2020 went
Shutting down his business for the best
“Real estate was tangible and real.”

[06:04 - 09:50] Passive Investing

Single family flipping to syndications
- Scale, flexibility, and lesser number of transactions
Hemal shares about his first passive investment opportunity
Finding stability in real estate during the pandemic

[09:51 - 24:36] Introspection and Experience for Success

Investing passively in an asset class
Building the Next Level of Competency
Expanding in New Development Projects
Managing a Million-Dollar versus a Billion-Dollar Company
Hemal talks about why he chose his investments
Creating a Model Community for the Community

[24:37 - 26:31] Closing Segment

Final words
Connect with my guest, Hemal in the links below

Tweetable Quotes

“Clarity of vision, the experience that we had, and aligning to people's vision. You have to really talk about what’s really clear in your mind, what you’re trying to do and people get attracted to that.” - Hemal Badiani

“Money can be made [in] 20 different ways. But the impact is intangible. That kind of impact leaves a legacy.” - Hemal Badiani

“We want to build something that is a model community… we truly care for these residents.”

Reach Hemal through hemal@exponential-equity.com or LinkedIn

Check out his website: www.exponential-equity.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: Predictable Cash Flow with Jeremy Roll

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. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School, is a licensed California Real Estate Broker (for investing purposes only), and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US.

Let’s tune in to his story!

[00:01 - 04:29] Opening Segment

Get to know my guest Jeremy Roll
Jeremy shares how he found the best investment for him
Taking the risk and leaving his corporate career

[05:44 - 11:20] Passionate Passive Investing

Full-Time Passive Investing
Jeremy talks about why he chose full-time passive investing
Jeremy shares why he is passionate about passive investing
- A responsibility to help the next generation
- Minimizing everything else and helping people

[11:21 - 24:06] Predictable Cash Flow

Real estate versus the stock market
- Predictability, cash flow, and maximizing everything
Cash flow metric for success
The Dangers of Quick Compounding Return
How to Manage Over 60 Assets Simultaneously
Finding deals through networking
- Missing other deals by just focusing on 506c
How to Start Networking
Jeremy’s investment philosophy

[24:07 - 25:51] Closing Segment

Final words
Connect with my guest, Jeremy in the links below

Resources Mentioned

Meetup.com

Tweetable Quotes

“A lot of stuff I invest in ends up [going] towards money that is helping people.” - Jeremy Roll

“You just never know when to find a deal and it takes a lot of work… Networking has always been the number one way for me.” - Jeremy Roll

“I give up control in place of diversification.” - Jeremy Roll

Reach Jeremy through jroll@rollinvestments.com and LinkedIn

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

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Title: Leaving the Comfort Zone for Good

Not everyone gets to have a chance to travel around the world mid-career. For this second solo episode, I’ll be sharing with you my 18-month journey of travelling around the world, why I did it, and why I do what I do.

If you want to learn more about why I decided to travel in the first place, listen on.

[00:01 - 02:35] Opening Segment

Why I started the 18-month long travel
- Pursuing greater heights, on a different path
- Shedding norms and expectations from society
“Comfort zone is a warm place”
- Being courageous enough to pursuing a new path

[02:36 - 06:07] Comfortable Place in a Comfortable Situation

Everything was going really well but
- There was something “off” with work
- Am I really reaching my life goals?
I Don’t Want to be an Expat
Dissatisfaction with past life
Comfort zones are hard to leave

[06:08 - 09:14] Change in a blink of an eye

10 days of 3 serious life-changing events
Humbling punch

[09:15 - 10:20] Closing Segment

Final words
Connect with me in the links below

Tweetable Quotes

“It can be so hard to look outside what is happening to one’s life and realize a completely different reality and gain the motivation to do what’s necessary to get there.” - Sujata Shyam

“The other thing about comfort zones is that they are hard to leave. Our brains are wired to stay comfortable.” - Sujata Shyam

“Comfort zone is a warm place, but nothing grows there.” - a saying

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Leaving the Marine Corps with Brian Briscoe

Brian is co-founder of the multifamily investing firm Four Oaks Capital. He is also the host of the “Diary of an Apartment Investor” podcast. He is an active duty Marine lieutenant colonel retiring very soon after 20 years of service.

Let’s tune in to his story!

[00:01 - 04:29] Opening Segment

Get to know my guest Brian Briscoe
Reading Rich Dad Poor Dad and entering real estate
Brian and his 10-year drought experience

[04:30 - 10:44] Leaving the Marine Corps

Retiring and turning to real estate
Brian talks about retiring from military
The first one is always the hardest: Brian’s first multifamily
The Big Burning ‘Why?’

[10:45 - 21:18] Comfort and Challenges

Realizing your investing goals
Knowing to do what you do matters
Growing with people more than education
Think bigger!
How to Find the Best People
‘There are always challenges.”
Brian talks about property management
Making sure investors are comfortable

[21:19 - 23:41] Closing Segment

Final words
Connect with my guest, Brian in the links below

Resources Mentioned

Rich Dad Poor Dad

Tweetable Quotes

“The work really starts when you get it under contract. The work really starts when you actually purchase it; when you close.” - Brian Briscoe

“Everybody has to establish their own ‘why’.” - Brian Briscoe

“They have to be comfortable with the team and they have to be comfortable with the investment.” - Brian Briscoe

“The team is more important than what’s on paper.” - Brian Briscoe

Reach Brian through brianbriscoe@fouroakscapital.com and his websites: https://www.thetribeoftitans.info and https://www.fouroakscapital.com

Check out his podcast: Diary of an Apartment Investor

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: A Family Culture of Working Together with Camilla Jeffs

Camilla Jeffs is passionate about financial education, building wealth, and living a life by design. She is the Founder and CEO of Steady Stream Investments, a company focused on providing investment opportunities in large multifamily and senior housing communities. With 18 years of experience investing in real estate, she has done everything from live-in flips, single-family rentals, small multifamily, and now large multifamily and assisted living. She specializes in teaching the first-time investor how to achieve passive income and diversify their portfolio. Camilla believes in the investing trifecta, where one can achieve not only strong financial returns, but create social and environmental impact by providing safe, clean, and affordable housing to entire communities. Camilla is a triathlete, an outdoor enthusiast, and devoted mother to her five amazing children.

Let’s tune in to her story!

[00:01 - 06:06] Opening Segment

Get to know my guest Camilla Jeffs
Living in a garage to living in comfort
Reading book after book and learning real estate
Building Steady Stream Investments

[06:07 - 11:34] A Family Culture of Working Together

Camilla talks about a 1980s house flip with her family
Involving her children in the process
This isn’t our ONLY option
Asking children the right questions for their future success
“We want you to fail.”

[11:35 - 23:43] Investing beyond Financial Returns

What is a Section 8 tenant?
Playing big and making an impact through real estate
The Investing Trifecta
- People, Planet, and Profits
Getting rid of Camilla’s superhero syndrome
The Scarcity Mindset
Camilla talks about the connection between her athlete and REI life

[23:44 - 25:54] Closing Segment

Final words
Connect with my guest, Camilla in the links below

Tweetable Quotes

“As you get more sophisticated in real estate, you’ll learn that your time is more valuable than swinging the hammer.” - Camilla Jeffs

“If you get creative about how you go about purchasing a home, then you can afford a home.” - Camilla Jeffs

Reach Camilla through: camilla@steadystreaminvestments.com or Facebook

Check out her website: www.steadystreaminvestments.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Leaving the Stock Market for Real Estate with Johannes Urpelainen

Johannes Urpelainen is the Prince Sultan bin Abdulaziz Professor of Energy, Resources and Environment (ERE) at the Johns Hopkins School of Advanced International Studies. He is also the Director of the ERE Program and the Founding Director of the Initiative for Sustainable Energy Policy (ISEP). He is the Director of the Master of Arts in Sustainable Energy (MASE), a 21-month hybrid (online and residential) degree to train a new generation of experts for clean energy and climate policy. He is also an award-winning author of over 180 refereed articles and five books, he advises governments, international organizations, civil society groups, and the private sector on sustainable energy.

Johannes Urpelainen develops and tests sustainable solutions to the problem of lacking energy access in emerging economies. His research with ISEP, a groundbreaking research initiative on sustainable energy policy, offers pragmatic but effective approaches to providing the world’s population with affordable and abundant energy at minimal environmental impact.

Let’s tune in to his story!

[00:01 - 02:42] Opening Segment

Get to know my guest Johannes Urpelainen
How Johannes got into real estate

[02:43 - 13:26] Leaving the Stock Market for Real Estate

Stock Value is Like Basic Mathematics
The Price Returning Ratio
Why Johannes prefers real estate over the stock market
Johannes talks about how he chooses his deals

[13:27 - 24:54] Climate Change and Diverse Markets

Johannes’ real estate investments
Diversified funds through big sponsors
The Effect of Climate Change to Real Estate
Attractive Markets
Johannes’ advice to an investor-to-be
Get sponsors.

[24:55 - 26:47] Closing Segment

Final words
Connect with my guest, Johannes in the links below

Tweetable Quotes

“It’s better to book my money with somebody who knows how to do that value add.” - Johannes Urpelainen

“Extreme weather is going to be a really important writer of real estate values moving forward.” - Johannes Urpelainen

“One way I find good sponsors is by finding those who deliver high quality content.” - Johannes Urpelainen

Reach Johannes through: johannes.urpelainen@gmail.com, Twitter, or LinkedIn

Check out his website: https://johannesu.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Developing with Time with Atif Qadir

Atif Qadir, AIA founded REDIST, a prop-tech startup based at the Columbia Startup Lab, and Amanat Properties, a development company focused on renovation of historic real estate in New Jersey. He was previously a member of the acquisitions and development teams at Extell Development for real estate deals across the United States and Canada. Atif serves as a city planning commissioner in Hoboken, where he lives. He sits on the boards of The Hudson School, Haven Adolescent Community Respite Center, and En Garde Arts. He received his bachelor’s degrees in architecture and in urban planning from MIT and his MBA from Columbia Business School.

Let’s tune in to his story!

[00:01 - 04:47] Opening Segment

Get to know my guest Atif Qadir
Architect turned Real Estate Developer

[04:48 - 10:33] Developing With Time

Atif shares his first development project
Managing capital and going out on his own
Forty-percent Over Seventy-percent Leverage
Atif talks about REDIST

[10:34 - 23:29] Transitioning out of Development

Why Atif Shifted Careers
Different Areas and Changing Scales
Legacy Investments for Fun
Purchasing, Renovating, and Renting Out Condominium Units
Risk Management Perspectives

[23:30 - 25:31] Closing Segment

Final words
Connect with my guest, Atif in the links below

Resources Mentioned

Zillow

Tweetable Quotes

“When you’re working in really expensive markets, you have to be able to have low leverage; you’ll have to be able to have as few investors as possible.” - Atif Qadir

“No one is a guarantor of the loan.” - Atif Qadir

Reach Atif through: atif@redist.us or LinkedIn

Check out his website: https://www.redist.us/

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Becoming a True Business Person with Chris Roberts

Founder and CEO of Sterling Rhino Capital, LLC. Chris Roberts has been a full-time entrepreneur and investor since 2007. He owns and operates a multimillion-dollar Sales and Marketing Company, property management business and is a partner in a Point-of-Sale software company (High Trek POS) Chris has renovated, flipped, built, or held 12 single-family residences and raw land with funds from private individuals and or with his own personal capital. Chris holds investments or shares in over 2137 units across the county. Chris and the Sterling Rhino team recently closed on a 112-unit value-add property in Georgia and 104-unit property in Virginia.

Let’s tune in to his story!

[00:01 - 04:31] Opening Segment

Get to know my guest Chris Roberts
A young entrepreneur turned successful businessman

[04:32 - 13:36] Becoming a True Business Person

Chris’ game changing opportunity
Attitude, Energy, and Relationships
Learning things outside of college
Sales marketing to real estate
Mindset, grit, and hustle

[13:37 - 19:19] Sales and Marketing alongside REI

The sales and marketing industry in the eyes of Chris
How to Build Your Career with Lifetime Customers
Making use of sales and marketing with real estate investing
Just Show Up

[19:20 - 32:53] People, Pandemic, and Problems

“Teams are so important.”
COVID, what a challenge!
How to Deal with People Mid-Pandemic
A COVID Clause

[32:54 - 35:16] Closing Segment

Final words
Connect with my guest, Chris in the links below

Tweetable Quotes

“Most people are caught up in the hamster wheel, they can’t get up on their way, we don’t know what we don’t know. We’re just milling along and next thing you know, you look back and we’re in our 80’s.” - Chris Roberts

“The people that had stuff, they put it to work and that wasn’t a hard thing to do, you just had to show up.” - Chris Roberts

“It doesn’t matter how good you are. Every successful CEO had other people around them.” - Chris Roberts

Reach Chris through: chris@sterlingrhinocapital.com, Facebook, Youtube, or LinkedIn

Check out his website: https://www.sterlingrhinocapital.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Title: Dreaming Big and Moving Forward with AdaPia d’Errico

AdaPia d'Errico is a Principal and the VP of Strategy at Alpha Investing, a real estate private equity firm, which offers multifamily, senior housing, and affordable housing CRE opportunities to its network of private capital investors. She is a respected fintech entrepreneur and real estate investment executive known for her role in launching the estate crowdfunding industry into the mainstream. AdaPia is sought for her expertise in entrepreneurship, leadership, and capital raising. She is passionate about empowerment - from spiritual to financial. Her book, Productive Intuition: Connecting to the Subtle, empowers you to integrate intuition with intellect and connect to your own inner authority to create more meaningful opportunities, achievements and results.

Let’s tune in to her story!

[00:01 - 04:41] Opening Segment

Get to know my guest AdaPia d’Errico
AdaPia shares her real estate story
Beginning real estate crowdfunding and never having to look back

[04:42 - 13:41] Dreaming Big and Moving Forward

Moving Forward with Brand Development
How to Present Real Estate as a Financial Planner
Real Estate is the Revolution
Valuable, Informational, and Educational Marketing

[13:42 - 20:19] REI with a Fintech Entrepreneur

Closing Deals with the Right People
Invest in What You Know: It doesn’t mean you can’t have questions
Capital Raising with A Real Person
Real Estate with the World of Art

[20:20 - 27:19] Making REI Human

REI Success with Inner Peace
Keeping connected with the world through REI
Real Estate is a People Business Too
AdaPia talks about her spirituality vs wealth building crisis

[27:20 - 29:20] Closing Segment

Final words
Connect with my guest, AdaPia in the links below

Resources Mentioned

Productive Intuition: Connecting to the Subtle

Tweetable Quotes

“Anecdotally, we all know that real estate is the way to build wealth.” - AdaPia d’Errico

“It’s less about sales and more about presenting an opportunity that could be fit for them.” - AdaPia d’Errico

“In any passive investment, there is or should be a lot of front loaded work and understanding what you’re investing in.” - AdaPia d’Errico

Reach AdaPia through: adapia@alphai.com or LinkedIn

Check out her website: www.alphai.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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In this exciting episode of Passive Income Unlocked, we welcome Hunter Thompson as our very first guest. Hunter has been an influential figure to my personal journey in the private placement space. Hunter’s approach and philosophy to looking at real estate and investing is phenomenal, worthy to be heard and known abroad.

Let’s tune in to his story!

[00:01 - 07:00] Opening Segment

Get to know my guest Hunter Thomson
Started out young in the world of money
- Influence is powerful
Hunter’s grandfather was an industry titan
- Handled the second largest company in the world
- Horrible turn of events
Turning the lessons into positive opportunities
- Grateful for grandfather’s experience
- Shift of perspective

[07:01 - 10:17] Lessons on Leverage

From Hunter’s professional perspective
- Creating healthy double digit type of returns
- - Regardless of the economic climate
What makes real estate deals go bad
- debts

[10:18 - 25:55] Real Estate Syndication

Why’s
- Personality
- Timing in the Market
- Personal freedom factor
Single Family Household Rentals
- The Truth
Why you should consider Real Estate Syndication
- Inflation resistance
- Predictability of Cash Flow

[25:56 - 29:38] Crowdfunding Models

Jobs Act 2012 and 2013
So much liquidity in the system
Tidal Wave About to come
- Savvy, Sophisticated, High Net-Worth Millennials

[29:38 - 43:06] Words to the listeners

To the listener who has an investing capabilities
- Congratulations!
- Diversification is the best.
- Real Estate is the clear path
To the listener who wants to get out of their daily grind
- You are in good hands.
- Focus on the niches available
- Read, read, read!
To the listener who yearns for something more
- Defining moments happen in life
- - Influential to your business
- Be prepared to deal with challenges
- Be grateful for such moments

[43:07 - 45:22] Closing Segment

Final words
Connect with my guest, Hunter in the links below

Resources Mentioned

Double Double: How to Double Your Revenue and Profit in 3 Years or Less
30 Days: You Suddenly Lose Everything, What Would You Do in 30 Days to Save Yourself?
Pitch Anything: An Innovative Method for Presenting, Persuading, and Winning the Deal
High Performance Habits: How Extraordinary People Become That Way
10,000 Miles to the American Dream
Raising Capital for Real Estate: How to Attract Investors, Establish Credibility, and Fund Deals

Tweetable Quotes

“How grateful are you that you can have those highs or lows? You have to be grateful that you have this moment of emotional collapse. There are more challenging things coming [for you and your business].” - Hunter Thompson

“I'm very, very fortunate that I was born in a time where I could make up my own job.” - Hunter Thompson

“This massive tidal wave of both liquidity and interest is about to come. And we are all well positioned to take advantage of that. If you're listening to this right now. You are, you know, at the bottom of this massive wave.” - Hunter Thompson

Connect with Hunter on LinkedIn

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Double Double: How to Double Your Revenue and Profit in 3 Years or Less

30 Days Book - Clickfunnels - You Suddenly Lose Everything... What Would You Do From Day 1 to Day 30 To Save Yourself...

Pitch Anything: An Innovative Method for Presenting, Persuading, and Winning the Deal

High Performance Habits: How Extraordinary People Become That Way

Raising Capital for Real Estate: How to Attract Investors, Establish Credibility, and Fund Deals

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Welcome to the trailer episode of my show Passive Income Unlocked. I'm your host, Suja Shyam. In this trailer episode I shared my story of how after traveling the world, meeting so many wonderful people and places I became a Real Estate Investor.

Like many other people, I too, was part of the corporate world but I took a break to travel around the globe. On this 16 month trip, I got to live so many experiences from working overseas to having the most wonderful adventures. After seeing my savings running low and being away from my family I realized I needed to make a change. This was my reckoning moment.

But how was I supposed to support myself financially if I went back home?

Out of nowhere these two words popped into my head: Passive Income. I knew this was my path, that I needed to decouple my income from my time. Keeping my freedom and gaining back my time. Tune in and listen to my journey as I tell my story of how I became financially independent by the age of 33 solely by investing in real estate.

I created Passive Income Unlocked for anyone who wants to achieve passive income and is willing to do the work. If you want to have passive income from real estate investing you’ll need: grit, perseverance, diligence, hard work and gumption. Don’t expect it to be easy.

I’m passionate about one thing: Closing the real estate investing gap one investor at a time!

Listen to me explain the 4 main reasons why passive income is important and how it will benefit your life, time and family.

Join me and my guests as they share their experiences, learnings and problems they have faced during their journey. Although we will be focusing mainly on real estate syndications, we will discuss a whole variety of topics that relate to creating passive income streams through real estate investing.

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Passive Income Unlocked: Recent Episodes

Sujata Shyam