Join Shawn on his journey to create Legacy Wealth through Multifamily Real Estate Investing and smart money management. After all, it's not what you make but what you keep. Listen to successful real estate investors and entrepreneurs as they share industry secrets on how to start, build, and scale your real estate portfolio. Shawn leverages his background in Finance to provide the listener with tricks and strategies to make your money work for you. In each episode, listeners will get actionable takeaways they can use to not only build their passive income but have it work for them so they can retire early.
In this episode, you’ll gain valuable insights into the changing dynamics of salaries, the impact of inflation, and practical strategies for financial success. Tune in and discover the importance of focusing on skill development and wise investment strategies to navigate the challenges posed by inflation.
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THIS IS A REPLAY of Episode 166.
In light of the current volatile market, we Invited Brian Burke to share his valuable insights on making informed investment decisions. Increase your chances of success as he highlights the significance of building robust business relationships and evaluating potential risks before investing to help you confidently navigate shifting markets!
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ABOUT BRIAN BURKE
Brian Burke has acquired, renovated, and disposed of over 750 residential assets and 3,000 multifamily units. Including over $500 million of real estate in several sectors: multifamily, single-family, hospitality, self-storage, mixed-use, and vacant land. Burke has 31 years of investing experience, with 20 years in multifamily. He’s performed underwriting, valuation, and title examination of thousands of properties for acquisition at trustees’ sales. Throughout his investing career, he’s built homes, built self-storage, renovated a lakefront resort, and bought/renovated hundreds of homes and apartments. His most significant acquisition to date was close to $50 million.
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Explore a major league baseball player's financial realities, navigating wealth management challenges. Examine the strategies between yearly investments and lump-sum payments, emphasizing the role of numerical insights in decision-making. Grasp the significance of basing decisions on a mathematical perspective for sustained financial success.
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In real estate, turnover poses a significant challenge for investors and property owners. So, today, we will explore its intricacies, potential pitfalls, and financial impact on individuals and businesses. Gain a deeper understanding by diving in!
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In this special episode, we pay tribute to the legendary investor Charlie Munger. Join us as we uncover the invaluable wisdom he shared through quotes, interviews, and shareholder meetings, offering a unique glimpse into his remarkable mindset and its impact on the world of finance and beyond.
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Whether you're a novice navigating the real estate landscape or someone seeking to pivot their strategy, this episode is tailored for you. Discover valuable insights that could reshape your investment mindset, providing the keys to success and aligning with the real estate goals you wish you had pursued. Set the stage for a profitable future by tuning in today!
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Did you know that only $250,000 of your bank savings is FDIC-insured? In this episode, we'll highlight an excellent solution to protect your personal or business funds and put them to good use when things go sideways with your banks. Start being savvy with your wealth and finances by tuning in!
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In real estate, the journey toward financial success is often paved with challenges, strategic decisions, and a commitment to fostering the right mindset. Today, Logan Rankin joins us to discuss the mindsets, passion, and drive you need to succeed as he shares his journey toward financial stability. Tune in!
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ABOUT LOGAN RANKIN
Logan spent the first decade of his professional career with a Fortune 50 corporation leading retail operations. He escalated quickly through various leadership positions where he built high-performing teams and managed large P&L portfolios. During that time, he led and implemented strategic operational changes at the enterprise level across the US. Currently, he is focused on building several high-growth businesses, velocitizing his money, and investing in other businesses. Beyond his investments, he is passionate about financial education on all levels.
Logan founded the Rankin Family Foundation with his wife, Ashley. The foundation is dedicated to creating a world where every family who is willing to work hard and take ownership of their future has access to safe and affordable housing. Learn more about the Rankin Family Foundation at www.rankinfamilyfoundation.org.
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Schedule a call with Shawn for new Investment Opportunities at https://calendly.com/shawnwinslow/30min or text “Deals” to (415) 528-7403.
Is now the perfect time to invest in real estate? Explore the vital importance of financial debt and business, a key factor for success. Stay informed about current stats on interest rates and equip yourself with two essential strategies for navigating today's dynamic real estate market.
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Whether you're a seasoned investor or just starting out, understanding the nuances of the ever-evolving commercial real estate industry is crucial for success. Join us in this episode with Tyler Cauble as he shares valuable insights about the industry and how it can be a game-changer for your prosperous real estate journey.
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ABOUT TYLER CAUBLE
Tyler Cauble is the founding principal and president of The Cauble Group. He's a native Nashvillian who has not only been a witness to the city's tremendous growth but is also involved in it through his developments, renovation projects, and volunteer work.
As president of The Cauble Group, Tyler helps bring buyers, sellers, landlords, and tenants in retail, office, industrial, and multi-family real estate. He’s committed to helping business owners understand the market to grow their businesses and be part of Nashville’s future. Cauble is also the best-selling author of Open For Business: The Insider's Guide to Leasing Commercial Real Estate.
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Schedule a call with Shawn for new Investment Opportunities at https://calendly.com/shawnwinslow/30min or text “Deals” to (415) 528-7403.
Prepare for an immersive experience as we architect a blueprint not only for success but for a life brimming with abundance, empowering you to conquer any adversity that dares to test your journey. Join us and fortify your mindset to thrive, regardless of the storms that may loom on the horizon. Tune in!
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Whether you are a seasoned pro or a newbie in real estate, Rebecca Moore's wealth of knowledge in the industry will provide you with invaluable tools for success. Join us as we decode her transition from LP to GP, sharing do's and don'ts of operations, sponsor relationships, and more profitable habits to boost your investment game.
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ABOUT REBECCA MOORE
Rebecca Moore, along with her husband Warren Buller, amassed several single-family homes while stationed in the different locations the US Navy sent them. In 2012, they founded Starboard Equity for the purpose of investing in real estate to become financially independent. With over 10 years of experience in real estate investing, Rebecca is a full-time multifamily syndicator, asset manager, and investor. She has led the acquisition of 5 multifamily properties and owns over 2,000 multifamily units.
Rebecca has a Doctorate in Clinical Psychology and practices Psychodynamic Psychotherapy for a very select few people. Warren Buller holds Masters degrees in National Security and Human Resources. Warren is a retired Naval 06 Surface Warfare Officer.
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Schedule a call with Shawn for new Investment Opportunities at https://calendly.com/shawnwinslow/30min or text “Deals” to (415) 528-7403.
Taxes hold significant importance, and if you seek the best approach to manage them, this episode is for you! Explore the advantages and drawbacks of online tax software versus hiring a CPA, and discover the optimal timing for employing them to enhance your personal or business finances.
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Advantages and disadvantages of TurboTax vs. CPA
How to vet a good accountant for your business
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We're delighted to welcome Corey Peterson back to our show as he shares his journey of integrating in-house property management, acquiring team members, and cultivating a dynamic company culture. Join us as we delve into his approach and how it can result in substantial savings while maintaining property quality.
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Revamp your goal-achieving strategy by texting "BOOK" to (480) 500-1127 to get Corey Peterson's book "Copy Your Way to Success" for FREE. Don't miss this opportunity to gain insights from one of the most brilliant minds in the industry!
ABOUT COREY PETERSON
As the owner of Kahuna Investments, Corey strives to provide his investors with stable cash flow returns and long-term capital appreciation by buying multi-family apartments.
Corey has managed and acquired over $200 million in real estate nationwide. He is the bestselling author of “Why The Rich Get Richer: The Secrets to Cash Flowing Apartments” and hosts the Multi-Family Legacy Podcast. He speaks around the country on this subject, including at Harvard and Nasdaq. Corey is frequently featured on FOX, CBS, ABC, and NBC affiliates.
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Schedule a call with Shawn for new Investment Opportunities at https://calendly.com/shawnwinslow/30min or text “Deals” to (415) 528-7403.
Fluctuations in interest rates can significantly impact investments, loans, and overall financial stability. So, in this episode, we'll explore two powerful strategies to hedge against interest rate fluctuations to secure your financial future. Tune in to learn more!
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In the fast-paced world of real estate, it's crucial to have a well-thought-out strategy for getting under contract on a deal. Join us as we dive deep into an essential strategy to navigate the unpredictable terrain of the real estate market and to ensure that your deals remain on the right track.
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In pursuing financial stability and prosperity, the roles of active and passive income are often debated and misunderstood. Join us in this episode as we dive deep into the intricate relationship between active and passive income in elevating your financial situation.
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We're in for a treat today as we explore the invaluable lessons Shawn has accumulated throughout his unique real estate journey. Join us to uncover the wealth of knowledge and experience that Shawn has gathered throughout his career in the dynamic world of real estate.
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Schedule a call with Shawn for new Investment Opportunities at https://calendly.com/shawnwinslow/30min or text “Deals” to (415) 528-7403.
Today, we feature Kenny Rose to unveil a one-of-a-kind investment model. Discover how to seize the business franchising opportunities and operate a venture that fits your skill set and passion. Grow in your chosen industry by tuning in!
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ABOUT KENNY ROSE
Kenny spent a decade helping individuals choose what franchise to own to build a reliable, high-income stream. Then he founded FranShares because he believed everyone should have access to investing. They are building a portfolio of the most recession-resistant, top-performing, and solid franchises.
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Due to the real estate market shifts, you’ve got to set yourself apart to secure solid opportunities. Discover how to do it today as we give a comprehensive rundown of the topics discussed from a recent mastermind event. Be a high-caliber operator and learn about finding deals, financing, operating, and more by tuning in to this episode!
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Schedule a call with Shawn for new Investment Opportunities at https://calendly.com/shawnwinslow/30min or text “Deals” to (415) 528-7403.
Today's episode revolves around the recent U.S. credit rating downgrade and why real estate investors like you should learn and pay attention to it. Find out its impact on the economic sectors and use these insights to set your next move as a well-informed investor!
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Schedule a call with Shawn for new Investment Opportunities at https://calendly.com/shawnwinslow/30min or text “Deals” to (415) 528-7403.
Revisit the basics as we delve into the core principles of multifamily investing and explore why it remains a highly profitable and stable venture over time. Enhance your business management skills and risk mitigation strategies to fully enjoy the freedom and benefits of this asset class. Start now!
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This episode highlights a literature resource called “The Richest Man in Babylon” that can be an asset to develop your life regarding financial literacy and personal growth holistically. Establish a daily aspiration to thrive for a better you by tuning in today!
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For this week’s multifamily Monday, we feature Shelley Peterson and her expertise in investor relations. Stay connected to learn the fundamentals of building and retaining real estate partnerships through valuable collaboration processes. Your wisdom in teamwork starts here, so tap in!
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Get your own Copy Your Way to Success by Corey Peterson for FREE by typing the keyword “BOOK” and send to (480) 500-1127
ABOUT SHELLEY PETERSON
Shelley Peterson is the president of Kahuna Investments LLC and focuses on investor relations, acquisitions, and asset management of all current portfolio assets. Primary roles are sourcing investment opportunities and investor communications. In addition to finding deals, Shelley is responsible for developing effective communication strategies and vehicles targeted to the investment community that accurately portrays the company's vision, performance, and prospects.
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Did you know you can help secure your kid's financial stability as early as today? Let's dive into optimizing the advantages of tax exemptions and investing under the principle of compound interest. Cultivate wealth-building and financial literacy in your family by tuning in!
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Secure your spot in the investing industry with today’s guest, Will Matheson. In this episode, you will learn fundamental tips for starting a multifamily venture, exploring similar assets, and the potential for generating passive wealth. Tune in to scale your investment journey the right way!
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ABOUT WILL MATHESON
Will Matheson co-founded Matheson Capital and has overseen the acquisition of multifamily properties in both the Southeast and California. He is a graduate of the Columbia University Master in Real Estate Development Program.
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In this episode, we will dissect the market dynamics of housing rentals and the determinants of profit scalability in an area. We’ll also cover the interplay of supply and demand in this industry, plus the appropriate underwriting measures to gain maximum returns in your next investment choices. Stay tuned!
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Have you considered the crucial steps and essential tasks after securing the LOI? If so, dive in to learn the best practices for conducting comprehensive due diligence and navigating the stage from business plans to closing deals. Save yourself some time by gaining valuable insights from this episode!
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Are you looking to rev up your money game and maximize investment returns? If so, get valuable tips from today’s episode to embrace the "velocitize" mindset and transform your financial lives. Tap in to learn the strategy and find opportunities to amplify your finances!
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With the right mindset, life challenges can be used as weapons for success. Take it from Brian Pitcher, who conquered a brain tumor and transformed his limited life expectancy into a powerful motivator to generate cash flow through various real estate asset classes. Find your greatest struggle and pivot your way to wealth by joining us today!
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ABOUT BRIAN PITCHER
Brian is a professional with expertise in real estate transactions, customer service, and client administration. Goal-oriented and focused, he enjoys interacting with clients and providing top service. He believes that a strong work ethic and dedication to meeting the needs of his clients are crucial to his success in real estate. He strives to exceed his client's expectations, negotiate the best outcome, and keep up with the local and national market and economy. Brian’s team has purchased and sold properties ranging from condominiums, and distressed properties, to world-class estates.
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Facebook: Brian Pitcher
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Financial independence and early retirement are likely among your life goals. However, to ensure that you do not look back on the years you spend hustling with regret, delve into this episode about the pros and cons of the F.I.R.E movement to help you weigh your options and make smart money decisions. Tune in now!
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Don't just grab the opportunity but learn how to consistently capitalize on it with Maxx Chewning's valuable insights on scaling your business and network, managing finances, maximizing your resources, and working to achieve your goals. Immerse yourself in his success journey and take action to pursue your dreams.
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ABOUT MAXX CHEWNING
Maxx is a content creator about fitness tips, entrepreneurial tips, and generally funny vlogs alongside whatever happens in his chaotic life. He loves sour candy, jeeps, and a Goldendoodle named Dood.
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Today, our featured guest Fred Moskowitz discusses the cash-flowing advantages of note investing and profitable finance strategies to maximize your ROI. Stay connected to learn more about this investment opportunity and get a good start on generating stable returns!
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ABOUT FRED MOSKOWITZ
Fred has positioned himself as an authority to invest in alternative assets and build wealth using Self-Directed IRA accounts. Fred combines a 15-year career devoted to entrepreneurship and investing with a mission to help people attain a higher level of financial literacy, resulting in the perfect combination of wisdom and experience providing value to aspiring investors from all walks of life.
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Feel free to reach Fred by texting the keyword “Money” through 2154614433.
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In this episode, we pay tribute to the exemplary work of Sam Zell, an influential figure who revolutionized real estate investment. To commemorate his legacy, we have compiled a list of his top 10 lessons that can serve as a tool for navigating the competitive industry. Celebrate Sam's life and his impactful words by tuning in!
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For this week’s financial insights, we tackle top solutions for settling your loan obligations with the least possible interest and utilizing credit cards wisely to avoid future debt crises. Tune in to make the most of your hard-earned cash and develop financially healthy habits!
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Underwriting in multifamily properties requires significant hours and dedication. So, in this episode, we provide fast and essential calculations to streamline the process of your profit stability evaluations. Learn about these methods and make informed investment decisions by tuning in today.
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As the possibility of a debt default approaches, what implications does it have for the US economy? This episode offers a comprehensive analysis of the potential economic consequences if the US were to reach the debt ceiling for the first time. Stay tuned!
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Acknowledging the significance of the current market environment, we present to you a recap of Episode 136 titled "The Credit Union's Investing Power" featuring our guest, Mark Ritter. In this episode, we delve into the discussion of various loan products and services to help you maximize your investments in multifamily deals and pursue other business endeavors. Let's dive right in!
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ABOUT MARK RITTER
A native of Berwick, PA in northeast Pennsylvania, Mark is the CEO of MBFS and an expert in credit unions and business lending. His primary role at MBFS is overseeing the strategy of helping credit unions assist members with business needs and consulting with credit unions on planning the delivery of services to their membership.
In 2012, he took on the challenge of being the CEO of a business lending CUSO. Mark was the fifth CEO in five years for the organization, which lost money every month of its existence. Since joining MBFS, Mark increased the number of credit unions the CUSO services by over 8x, grew the revenue by, and 10x, and ensured positive cash flow every full year he’s been at the CUSO. More importantly, MBFS has helped countless credit union members gain the financing they need for business and investment needs.
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Are you an entrepreneur looking to scale your venture? In this week's finance episode, we'll show you the right approach to enhance your return on investment margin. Whether in real estate or business, it's important to stretch your potential and let your money do the work, so tune in to learn the next steps in growing your business!
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Today, we’re talking about selecting the best cash-flowing multifamily assets in an area. So if you’re interested in top tactics for property viewing, learning the right questions to ask when negotiating with a broker, plus other procedures to do before purchasing a property, check out the full episode!
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In today’s episode, we explore the importance of market timing in boosting your investment profitability. Whether it’s investing in real estate, insurance accounts, or collectible assets, having financial knowledge and expertise can help you make wiser choices and maximize your hard-earned money. Join us in this episode to kickstart your planning journey and stay ahead of the game!
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Get ready for a conversation on how to kickstart your syndication career with the bootstrapping approach featuring Adrian Salazar. Dial in as he discusses the crucial role of self-motivation and the benefits of starting with small-scale startups to gain practical experience in scaling rental properties. Check out the full episode to level up your career!
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ABOUT ADRIAN SALAZAR
Adrian is a real estate investor from San Antonio, Texas, who is the founder of Optimum Buyers LLC and co-founder of Two Ten Management and HomelyEscape. Despite being in his mid-twenties, Adrian has established himself as a power player, with a portfolio of over $80,000,000 in Commercial, Single-Family, and Multifamily assets.
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Are you looking for ways to make the most of your salary? Tune in to today's episode as we share the story of two investors, one in stocks and the other in real estate, and learn who is thriving years later. Don't miss this discussion about personal finance and gain insights into securing a comfortable retirement and taking control of your financial future!
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We’re pleased to have Shane Carter provide his valuable insights on launching your entrepreneurial journey with a positive mindset and maintaining it through meaningful connections. Gain knowledge about diverse strategies and meticulous investment practices for building your brand and generating income in real estate. Don't miss out on this invaluable information!
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ABOUT SHANE CARTER
Shane is the President and CEO of Hampshire Capital, LLC, based in NH. Hampshire buys, develops, renovates, re-positions, and holds apartment buildings, commercial assets, and land in New England, TX, FL, NC, and SC. Shane has over 24 years of active real estate experience under his belt. Since 1996, Shane has acquired, renovated, and managed more than $315MM in multi-family and commercial assets and has developed and built over $100MM in real estate through his construction and development firm.
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Develop a cautious mindset with the right connections, investment collaborations, and wiser financial decision-making in this episode. Today, we'll emphasize the significant role of due diligence in every step of the property buying process and ensuring you're dealing with competitive people and profitable foundations. Hit that play button to see how to apply it to your investing business!
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Level up your tax planning approach with Erik Oliver as we take a closer look at how cost segregation impacts your tax liabilities. Join us to discover the relevance of hiring a skilled team and a CPA to offset your income effectively. Start visualizing how you can apply these strategies by tuning in!
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ABOUT ERIK OLIVER
Erik is an expert in the field of cost segregation with a degree in Bachelor of Applied Science in Accounting from Westminster College. As the vice president of business development in the Cost Segregation Authority, he handles an engineering-based analysis of a building’s interior, exterior, and land improvements to identify, measure and quantify assets that are considered personal property or land improvements under the federal tax code where assets are reclassified to accelerate depreciation.
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This Friday's episode tackles the concept of the petrodollar, its approach in history, trading, and where it stands in today's economy. Understand how you can hedge against the possible weakening of the US dollar through conscious investing and savvy financial planning. Start seizing opportunities by tuning in!
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In light of the current volatile market, we Invited Brian Burke to share his valuable insights on making informed investment decisions. Increase your chances of success as he highlights the significance of building robust business relationships and evaluating potential risks before investing to help you confidently navigate shifting markets!
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ABOUT BRIAN BURKE
Brian Burke has acquired, renovated, and disposed of over 750 residential assets and 3,000 multifamily units. Including over $500 million of real estate in several sectors: multifamily, single-family, hospitality, self-storage, mixed-use, and vacant land. Burke has 31 years of investing experience, with 20 years in multifamily. He’s performed underwriting, valuation, and title examination of thousands of properties for acquisition at trustees’ sales. Throughout his investing career, he’s built homes, built self-storage, renovated a lakefront resort, and bought/renovated hundreds of homes and apartments. His most significant acquisition to date was close to $50 million.
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Whether you’re planning to buy a property or already own one, you’ll find great value in this episode about intentional investing during volatile markets. Learn about the factors that can affect your income flow and how to deal with them to increase your chances of asset profitability!
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Be impactful with every network you meet as you grasp how Christian Osgood executes deal negotiations and relationship ignitions that will take your financial plans into reality. Learn how to reflect on a mentor’s experience value in building your portfolio in the real estate industry by staying until the end of the episode!
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OpenCorporates
Dave Ramsey
Learn how to use creative financing to generate a passive income stream through multi-family real estate without any money, credit, or experience by joining Christian and Cody’s Multifamily Strategy Financial Freedom Course at: https://multifamilystrategy.com/
ABOUT CHRISTIAN OSGOOD
Christian is dedicated with a mastery of multifamily investing as the co-founder of Multifamily Strategy LLC, and he wants to help as many people as possible discover financial freedom through passive income in real estate.
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Today, we’re returning to the basics of investing as we tackle the supply and demand dynamic and its direct correlation to everything we do as a society. Learn about the connection between rate adjustments and their impact on related market variables to heighten your economic awareness in making better financial decisions!
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In an unpredictable market environment, Mark Khuri’s risk mitigation techniques will assist you in gauging your operating possibilities and strengthening management capabilities. So if you want to invest in highly vetted and diversified properties, stabilize your assets, and get ahead of the game, keep tuning in!
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ABOUT MARK KHURI
Mark brings over 17 years of real estate investing experience to the organization. His career started in 2005 when he began investing in residential real estate in California and Florida. Throughout his career, Mark has been sourcing, underwriting, acquiring, raising capital, rehabilitating, managing, and selling residential and commercial investments throughout multiple markets in the US. He has analyzed thousands of investment opportunities. He has successfully bought, renovated, sold, and invested in over 120 properties with a combined value of over $1 billion and created and managed over 60 real estate partnerships with investors.
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Today, we’ll shed light on the importance of asset liquidity, the reasons why Silicon Valley Bank collapsed, and its impact on the bond market and securities. So, if you’re a depositor looking to secure your money in government-backed financial institutions, this episode is perfect for you!
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Get your real estate gears ready, as Brock Mogensen shows us the potential of syndication in wealth building and business scaling. Listen in to learn the skills and knowledge you need to achieve investing success, one step at a time!
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ABOUT BROCK MOGENSEN
Brock previously worked as a call center agent until he owned real estate assets, which led him to quit and focus on a syndication career that became a Billion dollar figure income. He used mentorship courses and events to learn and be educated in the field, inspiring people that anyone can do this.
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In today’s episode, we’ll highlight why you need to understand how bond investing works if you want to have a thriving real estate business in today’s economy. So click the play button to explore the surprising correlation between the bond and real estate market!
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Real estate investing is a number game, so we’ll dig into technical tips for improving your investment performance today. Get closer to financial freedom by listening to this insightful episode regarding market horizon engagement to lock in and multiply profitable deals. Tune in and take the next step to improve your business!
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In your pursuit of financial victory, several adversities may come and go. So today, we’ll equip you with tested and proven advice to help you achieve internal fulfillment while avoiding costly mistakes when investing your hard-earned money. Listen until the end to focus on getting the life you deserve!
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From working a 9-5 job to being a full-time investor, hear the story of today’s guest Dustin Heiner on how he became successfully unemployed! Start your passive income journey by getting involved in real estate using business management strategies and collaboration. Reach the financial growth you deserve by listening to this episode!
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Join the REWBCON23 this May 4th-6th, 2023, in Phoenix, AZ, by going to https://rewbcon.com/. Just use the promo code “PODCAST” to obtain 10% and make your journey to making real estate better!
ABOUT DUSTIN HEINER
Dustin is the founder of Master Passive Income, Real Estate Wealth Builders Conference, and Successfully Unemployed. He is a real estate investor who could make enough passive income from his business to quit his job when he was 37. With his podcast, Youtube channel, books, courses, and coaching, he now helps other people quit their jobs by investing in real estate rental properties to live their dream life.
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Some of life’s greatest treasures are immeasurable, and we’re proving that in today’s episode as we detail how to best live your life while pursuing success and prosperity. Take a step closer to fulfillment and happiness by listening to this episode.
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Today, we invited seasoned investor Hendra Tambunan to discuss the power of capitalizing on a great team in scaling your multifamily investments. So tap in, discover people aligned with your business goals, and be particular about whom you invest with!
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ABOUT HENDRA TAMBUNAN
With Fortune 50 management and Big 4 leadership experience under his belt, Hendra has turned his entrepreneurial ambitions towards single-family investing, which eventually turned into multifamily investment in late 2018 - a decision that has allowed him to access new opportunities and expand his financial interests. Currently, his portfolio includes more than 700 apartment units in Texas and Kentucky.
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In this Finance Friday episode, Shawn discusses the latest GDP reports, leading indicators that predict a recession in the next few months, and why you should be informed about the current economic condition. Don’t miss this show to prepare yourself for any possible uncertainties!
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Alf’s Twitter posts used as references:
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Don’t just make deals, start executing business plans with Ken Gee’s expert tips on locating the best low-risk assets, capitalizing on them, and how you can do the same. Be ready to raise your odds of multifamily investing success with the knowledge you gain from this episode!
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ABOUT KEN GEE
Ken Gee is the founder and managing partner of KRI Partners and the KRI group of companies. He has more than 24 years of significant real estate, banking, private equity transaction, and principal investing experience. He is a licensed Ohio Certified Public Accountant and received his master's degree from Case Western Reserve University's Weatherhead School of Management and his bachelor of business administration degree. from the University of Toledo. He is a member of the National Apartment Association, Florida Apartment Association, Bay Area Apartment Association, Apartment Association of Greater Orlando, First Cost Apartment Association, Northeast Ohio Apartment Association, Ohio Society of Certified Public Accountants, and American Institute of Certified Public Accountants.
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Take a look at the bigger economic picture via a reverse-engineered roadmap to financial awareness and long-term goal establishment as we keep you informed on current market updates and why they matter. Get to a place of financial security when you click on this episode!
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Face the year head-on with a market update covering data from multiple perspectives you might need to construct or reevaluate your business plan and earn maximum returns. Stay informed and make sound investment decisions through the knowledge you gain from this episode!
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Get a hold of a technique to preserve a good credit score while leveraging business for extra purchasing power by tapping into this episode. Keep listening until the end to harness the benefits of having a business credit card and some ways to avoid mismanaging it.
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Real estate can be profitable if done correctly, but investing alone doesn’t guarantee success. So in today's episode, we’re sharing the things you need to watch out for when operating a real estate business. Don’t miss these tips to get the most out of your properties!
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Realign your actions with your goals by eliminating impulsive decision-making when you tune in to this personal finance Friday episode. Join us as we highlight the consequences of acting on your emotions and why you should base your financial decisions only on facts.
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For today’s episode, we’ll look at the reasons behind Chick-fil-A’s booming business and how we can apply them when renovating a property. So press the play button and learn how to gain maximum returns from your CapEx!
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Start working on your goals this 2023 by tracking your steps towards achieving them with our FREE Habit Tracker. Grab the opportunity to learn how to transform actions into habits that’ll lead your way to success through this episode!
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In this episode, we’ll share our thoughts about the management and operation side of multifamily real estate and how they affect investors with Craig Berger, CFA CPA. Listen in for some recession-resilient underwriting tips and why multifamily real estate is an excellent investment in terms of control.
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ABOUT CRAIG BERGER, CFA CPA
Craig Berger, CFA CPA, is the founder, CEO, and president of Avid Realty Partners, a commercial realty firm focused on Hotel and MFU Apartment assets. He is the Senior Project Sponsor and has primary operating responsibility for the assets in Avid Realty Partners’ portfolio, including apartment buildings, hotels, new development projects underway in Colorado, and other assets.
Avid Realty Partners continues to make competitive offers on MFU Apartment and Hotel assets in attractive markets, and expects to acquire additional properties in the coming months. Here, Craig leads all property sourcing, underwriting, and capital fundraising, and helps identify and implement operational improvements.
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In today’s episode, we’re exploring ways to achieve, track, and manage your financial goals even in today’s economy. So tap in to learn the effects of rising interest rates on inflation, how it affects business owners, and things to expect if interest rates continue to increase to keep thriving even in volatile markets.
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Choosing the right market is crucial for real estate investing. So in today’s episode, we’ll look at a strategy that utilizes U-Haul and Chick-fil-A trackers to help you locate the ideal real estate market. Be sure you’re tuned in!
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As we head deeper into a recession, one of the most strategic things a real estate investor can do is to learn from high-caliber individuals. So today, we’re getting to know the value of vetting the people behind the investing courses you’re taking to improve your business trajectory in the coming years.
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Learn valuable tips to help you endure the hardships of real estate investing and get ahead of deals in this insightful conversation with Justin Dixon. Join us as we lay out techniques that allow you to make the best educated assumptions and solidify your financial foundations today.
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ABOUT JUSTIN DIXON
Justin saw his parents practice the old-school financial mindset of saving and budgeting to create wealth and work tirelessly, only to miss out on great opportunities to sustain and grow their wealth. That motivated him to invest in commercial real estate and led him to the foundation of Great Venture Capital, LLC. In January 2020, he left his corporate job to start Hire Tomorrow to focus on bringing his career’s worth of experience in the recruiting space, which has spanned over 14 years, to change the stigma that some companies feel when they work with a recruiting partner. Doubling down on his recruiting business and wanting to be closer to the Clean Tech hub, he, his wife, and 2 cats relocated to Austin, TX, in October 2020.
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Whether we're talking about business or life in general, a partnership is significant. So to honor all supportive life partners, we'll detail their value, support in many aspects, and why they're vital for success. Listen in to get hold of how a successful relationship works!
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We’re thrilled to bring in Charlotte Dunford to help us understand what mobile home parks are, how they propose a solution to the affordable housing problem, plus ways to buy into this asset class. Get to know how you can maximize wealth through mobile home parks by tuning in to this episode.
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ABOUT CHARLOTTE DUNFORD
Charlotte graduated from The Georgia Institute of Technology, earning her B.S. in Business with a focus on business analytics and technology. Coming from China at 16 without her parents, Charlotte's intense drive to succeed led her 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. In her spare time, she enjoys playing the piano and doing equestrian sports.
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Everyone is affected by inflation, so whether you're a business owner or an employee, here's an episode to help you survive this economic market. Join us as we share the two things you need to help you generate cash flow, manage your finances, and more!
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Are you a business owner looking for funding to help your company grow? Today, we asked credit union expert Mark Ritter to share what makes a credit union a critical funding source and how it can be flexible enough to deal with rising interest rates. Find out what makes someone creditworthy here!
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ABOUT MARK RITTER
A native of Berwick, PA in northeast Pennsylvania, Mark Ritter is the CEO of MBFS and an expert in credit unions and business lending. His primary role at MBFS is overseeing the strategy of helping credit unions assist members with business needs and consulting with credit unions on planning the delivery of services to their membership. In 2002, Mark started Members 1st Federal Credit Union’s business lending program as “one person and a desk” with no policies, products, staff, systems, or business members. That program grew to be one of the top ten in the nation. In 2012, he took on the challenge of being the CEO of a business lending CUSO. Mark was the fifth CEO in five years for the organization, which lost money every month of its existence. Since joining MBFS, Mark increased the number of credit unions the CUSO services by over 8x, grew the revenue by , and 10x, and ensured positive cash flow every full year he’s been at the CUSO. More importantly, MBFS has helped countless credit union members gain the financing they need for business and investment needs.
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Today, we’ll be looking at a study of a real estate cycle from the last hundreds of years to help us understand the current economic cycle and discover recurring patterns in the housing market. Tap into this episode and learn the information you may need in the looming recession.
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In today’s episode, Shawn will share his perspective on real estate as a managing partner. Learn more about the Greenbriar Capital Group, their mission, the C.A.R.E. they provide for investors, and the fulfillment of creating quality homes, so stay tuned!
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The second greatest technique to learning after experiencing is to ask about the experience, but how should we ask? So, today we'll look at 7 questions you should ask your mentor that will provide you with various information you can use to hedge against anything, whether in business or life. Check out this episode to learn more!
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Today's Multifamily Mondays episode will look at the remarkable rent growth over the last two years. We'll also discuss underwriting and proofing procedures for your deals, so tune in and learn how rental businesses can prosper in this inflated market!
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In today's episode, we'll show you the most obvious and personal way to earn more while spending less. We'll also share some facts and healthy realizations, so you stay grounded while increasing your net worth amid the current economic crisis. Stay tuned, and start budgeting realistically!
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Today, we'll look at how loans are written and how we may utilize that knowledge to outwit the loan itself. Start smart by listening to this episode, learn how loan provisions and covenants work, and make the most of them for your investments before your cap rates expire!
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As we all know, interest rates are rising, but that should not stop us from earning. Join us today as we discover how to use treasury bills to build cash reserves in a short period.
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In today's episode, we'll discuss the key insights from Cole Kenefsky's brilliant Twitter feed, his preferred returns, deal protection, and ways to maximize syndicate opportunities regardless of rate hikes. Keep an eye on your capital stack to evaluate how effective it is!
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In today's episode, we'll share inflation updates and explore how you may safeguard your real estate portfolio from some of its negative consequences. Learn how to take advantage of this inflated market and whether to sell, buy, or hold your property. Listen in to learn more!
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This episode will assist you in realizing the full potential of rental businesses and determining whether you're still on track for a significant cash flow in the face of inflation. If you want to know how to develop favorable agreements and generate income while protecting the longevity of your deals, pay attention!
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We'll delve deep into the inflated market as we explore interest rate hikes and ongoing real estate depreciation. You'll also learn how much interest expenditure costs, the ins and outs of debt, and how to profit from market downturn possibilities. Tune in to this episode to gain knowledge!
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Learn how to optimize properties today with Randy Langenderfer as he outlines time-tested approaches, operational oversights, and opportunities to generate strong equity appreciation. Tune in and learn how to expand your portfolio here!
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ABOUT RANDY LANGENDERFER
Randy has been investing in real estate since his first primary residence purchase of a duplex. He got his commercial real estate to start as a private money lender in the remodeling of single-family homes in South Florida, Ohio, and Texas with a combined market value in excess of $2.5M. He invested in several assets as a limited partner and progressed into the general partner role. Today, the InvestArk portfolio has invested in over 4,000 units in TX, OK, OH, and LA. His investment goals have always been focused on providing above-average passive income to investors by improving communities using a safe and time-tested approach. He is passionate about helping others achieve their goals in real estate and has been a part of several educational programs and is currently a coach in Rod Khleif’s organization. Randy has 25+ years of various corporate leadership experience in multiple industries, primarily in the risk and governance areas. He currently serves as the Chief Compliance and Audit Officer for a large academic medical institution in Houston, TX. He has a bachelor’s degree in Accounting, Information Systems, an MBA in Finance, and is a CPA.
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This is a reply from episode 51.
In this fast-paced world, financial struggles are inevitable. Listen in, discover the most common financial blunders that lead to major financial issues, and learn how to avoid them.
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Dive into today's episode to learn about the legal aspects of syndication and the technicalities of commercial and real estate investing with Gene Trowbridge. Keep an ear out for further information on how legalities influence the outcome of any business transaction.
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ABOUT GENE TROWBRIGE, Esq., CCIM
Gene is the co-founding partner at Trowbridge Law Group LLP. Since 1972, he has been in the real estate space as a commercial broker and investor. In 1977, he was awarded the CCIM designation and has been since an outstanding member and awardee of the institute. He was also a former syndicator, raised investor capital for 10 years, and even sent out 1,676 K1s in just a single year. At the age of 45, he became interested in the legal world and studied law at the Western State College of Law. His law practice is focused on syndications of commercial and investment real estate. With his efforts and hands-on experience, his firm excelled and has helped numerous clients. He is the author of the book “It’s A Whole New Business!”. Gene is happily married to his wife, Kay, and lived together with their two daughters, Amy and Emily.
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In today’s episode, we’ll discuss the rising cost of debt, what it means in the real estate business, why it pays to have rental assets, and how to leverage them as a hedge against inflation. Dial in 'coz it’s time to diversify your portfolio and make the most of these rate hikes!
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Do you want to get started in commercial real estate faster? Listen to this episode with DL Campbell as she unravels the steps in property investing and the fundamentals and development of commercial real estate investing. Stay connected and diversify your multi-units now!
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ABOUT DL CAMPBELL
Founded in 2006, DL Campbell has led Honors Way Group to become one of the leaders in investing and developing in Southern California, and in Dallas, TX. From Deal-Finding, to Financial Evaluations, to Value Engineering, and Owner-Operation of commercial real estate investments, there is no slowing down in sight. DL Campbell and the Honors Way Group team is taking Honors Way Group to new heights. DL Campbell has over $50,000 in Commercial Real Estate formal education, including Asset Protection & Tax Reduction strategies. DL has studied the Series 66 Law License under the SEC for investment purposes, and can do Accounting at a CPA level. DL Campbell has Level II Security Clearances at the federal level. Professional Commercial Real Estate memberships include International Council of Shopping Centers (ICSC), and the national Self-Storage Association (SSA). Former Satisfied Clients during the 30-year Engineering career include: Lockheed Martin, Northrop Grumman, & The U.S. Army. DL has worked as a Platinum Consultant with 5 certifications, alongside the top firms of Ernst & Young, Deloitte & Touché', and KPMG, and has delivered on-site services in multiple Countries, and many States.
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In today's episode, Grant Dougherty will change your perspective on the tax code and uncover all of the secret loopholes that the wealthy utilize to cover up their wealth. Discover your tax
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ABOUT GRANT DOUGHERTY
Founder & CEO, Grant Dougherty has always understood the value of teamwork. He grew up playing team sports and noticed the power of what a team could accomplish together. This sense of teamwork stayed with him went to play baseball collegiately at “the” Prairie View A&M University, where he also studied business and eventually obtained his MBA. Grant noticed in his studies that he had a gift for understanding numbers, a talent that many Americans lack today, and decided this was his way to help by being a good teammate to his community. Grant has spent the last 5 years dedicating himself to understanding the tax code and all of the hidden loopholes that the wealthy use to shelter their money. Using this new profound knowledge, he plans to spread Financial Literacy to as many fellow teammates as possible and grow a community.
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Underwriting is essential in real estate, but are you doing it correctly? Today, we'll go over some common mistakes and how to eliminate them, so pay more attention to learn more!
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Can you fund your business through an insurance policy? Mark Willis, our returning guest, shares his unique financial solution of capitalizing on insurance policies and banking on yourself. Tune in to know and understand how to become self-sufficient investors in a two-step rocket approach!
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ABOUT MARK WILLIS
Mark Willis is a man on a mission to help you think differently about your money, your economy and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients. Mark is a CERTIFIED FINANCIAL PLANNER, a two-time #1 Best Selling Author and the Owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions. He specializes in building custom-tailored financial strategies that are unknown to typical stock-jockeys, attorneys, or other financial gurus. As co-host of the Not Your Average Financial PodcastTM, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you won’t outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirement.
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Learn how to finance your deals from Paul Winterowd, who shares methods of obtaining funds from his standpoint as an expert debt provider. Listen to this episode if you want to increase the value of your business and fund your way to success!
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ABOUT PAUL WINTEROWD
Paul is both an expert debt provider and an active multi-family practitioner with real-world experience investing in multifamily assets both as a general and limited partner. Because of this experience on the investment side of the business, he has deep insight and empathy for his client's needs as he helps them navigate through the financing process. Paul has successfully sourced financing across the country for market-rate and affordable apartment buildings, student housing, and senior housing projects. The funding sources include HUD/FHA, Fannie Mae, Freddie Mac, Insurance Companies, CMBS, private capital, and bank/credit union lenders. Paul is a CCIM (Certified Commercial Investment Member) and has achieved the Mortgage Bankers Association “AMP” (Accredited Mortgage Professional) status. Paul has been a featured guest on several real estate investing podcasts, including “The Real Estate Guys,” and is frequently asked to share best practices with multifamily investors in various Real Estate Investor Associations and networking meetups. He has been published in the Rental Housing Journal and has authored dozens of articles to help investors improve their knowledge of financing multifamily assets. Prior to joining Stack Source, Paul was a part of the Bonneville Multifamily Capital team. His tenure at Bonneville enabled his passion for the multifamily industry to grow and expand. He majored in Economics at The University of Utah and received his MBA from Brigham Young University with an emphasis in Finance.
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If you want to pay off your debt faster, assess whether the current financial strategy is appropriate for you. Check out today's episode and find out how to expedite your loan and what to consider before paying it off early.
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Today, Becca Hintergardt joins us to reveal the actual steps for running and investing passively overseas. Stay tuned to discover the secrets to moving internationally and living off your passive income.
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ABOUT BECCA HINTERGARDT
Becca helps investors by investing alongside them in multifamily properties that have high returns and great tax benefits. After working 15 years at a Fortune 500 company in medical device and biotech sales, it became clear this was not the road to passive income. While hacking / investing in her first apartment building, she fell in love with the passive income and the tax benefits of multifamily real estate. For over 2 decades, she has been investing in multifamily buildings, including a San Francisco multifamily condo conversion, a 12-unit multifamily in Kansas City, 100 unit Quality Inn Motel to multifamily property conversion, 450 units as a passive investor in Texas, in addition to other past and pending projects. Currently, she is scaling her business and continues to form strategic partnerships with general partners and investors in Arizona, Texas, and other emerging real estate markets.
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Do you find yourself feeling stuck in your business? Chaz Wolfe will walk you through strategies for maximizing your current business opportunities and boosting your organization. Make sure you're tuned in!
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ABOUT CHAZ WOLFE
Chaz Wolfe is a high-performing serial entrepreneur. He has built, purchased & sold multiple 7-figure ventures in franchising, real estate, and consulting. Chaz is a studied and accomplished professional who values discipline & integrity. He's an operations & process maximizer and an award-winning sales and business mind. Chaz is known to push the limits of work ethic, mindset and results. As a dynamic leader, consultant & speaker, he has helped both domestic and international organizations achieve massive levels of growth and success! Chaz brings a unique outlook to business with a background in both sales and operations. Often times opposing parts of an organization, the link between the two makes for growth, retention & long-term profitability. His approach can be noted as tailored and straightforward. When it comes to getting results, Chaz considers himself an absolute executor.
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Tommy Brant shares his company's secret formula for short-term rentals and multifamily investing, allowing you to create a business model that sets you apart in a hot market. Learn about modern applications for efficient property data and analysis, real estate starter suggestions, and the benefits of direct-to-seller in general.
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ABOUT TOMMY BRANT
Tommy is highly motivated, analytical, strategic, positive-energized, and a HUGE real estate geek. His journey in real estate started in 2006 when he was renovating mobile homes to make them rent-ready. Since then, he has accumulated additional perspectives in real estate – design, bid, construction, and renovation. All of which gives a unique advantage in his value-add strategy. He is currently focused on sourcing and repositioning multifamily assets. After graduating as an Electrical Engineer from Georgia Institute of Technology, he went on to work 12 years for a company on Fortune’s Global500 list, with revenues of $20B+ per annum, 5.1M assets, and assets totaling over $40B. He is personally invested in 300+ units, with assets totaling over $30M. Tommy created TB Capital Group LLC as a tool to invest in commercial real estate with family, friends, and partners to accelerate their wealth. Great investment opportunities should not just be available to the rich. He provides a service for busy professionals to take leaps and bounds in their investing journey while allowing them to perfect their craft. The mission at TB Capital Group LLC is to reduce the time horizon to financial independence. He is committed to helping others transform their lives through investing by serving as a teacher, coach, consultant, and friend.
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Join us for another financially game-changing episode as we share the advantages of leveraging your property’s principal paydown compared to your traditional savings and 401(k) in generating value for your retirement plan.
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Master the skill of identifying off-market multifamily deals with Sterling White as he lays down the ways to buy directly from sellers in relatable examples and ideas. Don't miss this episode if you want to scale your business and design your road to success!
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ABOUT STERLING WHITE
Sterling is a seasoned Real Estate Investor, Philanthropist, & Former World Record Attemptee born and raised in Indianapolis, Indiana. He is the proud founder of Sonder Investment Group, Sterling White Enterprises, and is involved in other business partnerships. Throughout the span of more than a decade, Sterling has contributed to helping others become successful in the real estate industry. In addition, he and his current partner have been directly involved with both buying and selling over 100 single-family homes and scaled their personal portfolios to just under 500 units.
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Do you want to delay capital gains, but cannot do so through a 1031 exchange? Then you can join today's Finance Friday episode to find more options to offset your gains than a 1031 exchange!
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In today’s episode, our returning guest Axel Ragnarsson will discuss how he built his wealth at a young age through creative financing. Plus, he shares why taking action is vital in growing your portfolio and maintaining your cash flow. Stay tuned for more investing advice!
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ABOUT AXEL RAGNARSSON
Native to New Hampshire, Axel Ragnarsson has worked as a full-time real estate investor in the state for more than five years. He made his first multifamily real estate purchase during his second year at the University of New Hampshire. Shortly after, he grew interested in real estate and started his own investment company, Brickleaf Properties. Brickleaf Properties has been a principal party in deals totaling more than $20 million and now owns about $7 million in multifamily real estate. Axel interviews successful real estate investors as the host of the Multifamily Wealth Podcast. He enjoys golf, skiing, and traveling and is an avid New England sports fan.
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When deciding to retire, there are many factors to take into account. In this episode, we'll discuss the various tax rates and the States where it can be applied so you can decide which state is the most appropriate.
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In today's episode, Ryan Corcoran will discuss direct-to-seller marketing, finance, and ways to automate the process. Then, get connected to learn more about goal setting and why it is not sufficient to define a broad aim.
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ABOUT RYAN CORCORAN
Ryan Corcoran's portfolio has expanded to 162 units in less than three years, all without the use of syndication. He founded and runs Specialized Property Group and Hidden Deal Coaching. He is an expert at getting in front of sellers and negotiating deals at below market value.
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Start listening in as we discuss the truths about the US economy and how these warning signs influence the people. Keep paying attention to see if these economic indicators and business-cycle markers indicate that a recession has come.
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How do you get a good deal? Tucker Raney outlines deal-finding strategies and the underwriting process in today's show. Keep listening to learn how this process has evolved and what we should do in light of the current market situation.
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ABOUT TUCKER RANEY
Tucker Raney is the Director of Acquisitions at Greenbriar Capital Group, his education in civil engineering has given him a thorough awareness of the difficulties encountered during the real estate planning, design, and construction phases. Tucker excels in performing real estate financial analysis thanks to his technical training, meticulousness, and entrepreneurial zeal. He has a talent for finding and funding multifamily buildings in innovative ways that are advantageous to all parties involved in the transaction.
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How do we know if we are officially in a recession? Today, we'll discuss the warning signs that we're on the cusp of a recession and what we can do to survive. Hang on tight and Keep an eye on the new economic forecast.
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If you're a real estate investor seeking ways to fund your CapEx project, this episode is for you! Stay tuned and be ready to understand the method that will add so much value to your project.
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Is it better to measure wealth in terms of net worth or income? Join us in today's finance episode as we discuss the difference between what you make from working, and the value of your assets minus any debts. If you want to improve your finances and live the life you want, keep listening to find out how!
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In today's 100th episode, we'll discuss what will make your multifamily investing career successful and what we should do differently to bring a consistently favorable outcome. If you want to uncover the ultimate meaning of success, keep listening and be the first to learn the multifamily investing business secret!
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If you're tired of going from one deal to the next, this is the episode for you! David Richter explains how the profit first method can help you build a profitable real estate business and get more deals with this one-of-a-kind system. If you want to learn more about this method, start listening and practicing it immediately!
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ABOUT DAVID RICHTER
David Richter is the author of Profit First for Real Estate Investing and has assisted real estate companies totally turning around from going out of business to creating cash reserves through his profit consulting company Simple CFO Solutions, LLC. His life's work is to deliver true financial clarity and independence to real estate investors by radically changing the way the real estate investing industry looks at finances.
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Start building your future by aligning your goals with your values; the best way to do it is to take the risk and learn. In today's episode, we'll talk about transforming your perspective authentically to achieve your business goals. Don't miss out on this episode, and be sure you listen!
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Are you one of those individuals who worry about stagflation? If so, check out this episode to find out how you and investors may be impacted by the rapidly accelerating inflationary pressure in the market today. Be informed about your upcoming financial strategy!
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There are countless ways to start a real estate business, but what should you do to set your goals? Discover the hidden tools and resources that propel your real estate business to new heights. Continue listening and be among the first to discover how to establish a real estate business!
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Learning to prioritize your personal development can help you flourish in various ways, but what steals our joy is the inclination to compare ourselves to others. In this episode, we'll discuss breaking free from the habit of comparison and discovering the genuine meaning of freedom.
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Real estate deals can be a double-edged sword, and you need to use them to your benefit as an investor. That's why this episode all about underwriting wisely is perfect for you! Today, learn how to prevent yourself from overleveraging, protect your investments from the current economic condition, and carefully grow your wealth.
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Have you heard about the recent Federal Reserve rate hike? Dive in as we explore who will profit and who will lose as the Fed raises interest rates. Take the time to listen and be the first to discover!
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Are you ready to take your multifamily business to new heights? Join us in this episode as Rod Khleif explains how to turn your vision into a purpose and then take action to rock your way to greatness. Start listening to discover more insightful tips and strategies!
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ABOUT DAVE ROD KHLEIF
Rod Khleif is an entrepreneur, real estate investor, multiple business owner, author, mentor, and community philanthropist who is passionate about business, life, success, and giving back. As one of the country’s top real estate trainers, Rod has personally owned and managed over 2,000 properties. Rod is the Host of the Top-Ranked iTunes Real Estate Podcast which has been downloaded more than 12,000,000 times “The Lifetime Cash Flow Through Real Estate Investing Podcast.” Rod is the author of “How to Create Lifetime Cash Flow Through Multifamily Properties” considered to be an essential “textbook” for aspiring multifamily investors. As an accomplished entrepreneur, Rod has built several successful multi-million dollar businesses. As a community philanthropist, Rod founded and directs The Tiny Hands Foundation, which has benefited more than 110,000 community children and families in need. Rod has combined his passion for real estate investing and business development coaching with his personal philosophy of goal setting, envisioning, and manifesting success to become one of America’s top real estate investment and business development trainers.
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Having cash or access to cash allow you to take advantage of opportunities as they arise, but is cash king or trash? Tune in to find out what investors think about cash and when it's a good idea to have some on hand!
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If you're thinking about investing in student housing, this episode will teach you the essential elements to consider and how to properly complete due diligence on this sort of property. Listen in to gain useful facts regarding student housing!
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Today, we'll share some excellent tips to help you maximize possible tax deductions. Dive into this episode to understand all of these deductions, and here are a few you won't want to miss!
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Are you looking for ways to entice investors to get involved in your real estate business? This episode with Dave Dubeau will give you a deeper understanding of the factors that drive people to invest in real estate, techniques for leveraging your network, and establishing a list of potential investors. Be sure to listen in!
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ABOUT DAVE DUBEAUDave Dubeau helps real estate entrepreneurs to scale their portfolios by attracting investors/jv partners and their capital instead of chasing after it. He created the Money Partner Formula process that raises 6-figures (or more) in 6-weeks (or less) by getting the right investors coming to you. Dave is the CEO and found of Results Enterprises Inc. / the Money Partner Formula which offers a proven strategy to help clients find their ideal investors and quickly raise the capital they need to grow their real estate portfolios fast. He is also a passive investor, best-selling author, and sought-after speaker.
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In today's financial Friday episode, we'll look at how successful entrepreneurs concentrate their efforts to make their investments and businesses last. Stay tuned to learn fantastic financial independence ideas!
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Are you looking for a more sustainable business and personal strategy? Discover the strategy that can help you create true wealth and freedom as Casey Brown shares investment funds that invest in other funds. Tune in to discover a wealth of useful knowledge!
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ABOUT CASEY BROWN
Casey was born in a small town in Western, KY called Hopkinsville. Shortly after he was born, his family relocated to Pueblo, Colorado, where he spent his young years. In 1992 his family moved to Colorado Springs, where he would finish school and witness firsthand how population growth does to real estate. As the Colorado city grew, the evidence and the power of the real estate market became clear to him, and that set the scene for him to aim his career choices toward the real estate sector. In 2000 he graduated from Coronado High School in Colorado Springs and moved back to Western Ky. While pursuing a degree in Agricultural Business & Economics at Murray State University, he worked and maintained the desire to work in the real estate business one day. Upon graduating college, he spent a little time trying to find his way into the real estate business while balancing the income needs of his young family and stepping into a world where zero income was guaranteed. He began a small real estate sales business with a local real estate broker. After two years of being in real estate sales full time and working a second full-time job, he decided it was time to go all-in with a real estate career. Since May of 2007, Casey has been involved in over 400 real estate transactions ranging from selling a home for $4,000 to farms and commercial properties in the stretch into the millions.
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Is it possible to earn money in a bad economy? Today, we'll learn how to select the best tools to help you improve your market economic insights and make sound financial decisions. So put on your headphones and join us for this episode jam-packed with fascinating information to help you protect your financial future!
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Do you want to attract a high-quality tenant? Join us in today's episode as we talk about the positive impacts of having your property exteriors remodeled. Don't miss out on this fantastic episode to learn more!
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In today's episode, we'll look at tools that can successfully track costs and keep your budget in balance. Stay tuned for additional information on how to get complete control over your finances!
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Join us today as Ari Rastegar shares some helpful tips on how to get started in real estate investing big time and establish partnerships to profit and grow your real estate business. Enjoy this space for more!
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ABOUT ARI RASTEGAR
Ari Rastegar believed there was room in the opaque private equity world for a real estate firm that puts investors first. Instead of making money from investors, why not make money with investors? His founding belief inspires everything we do. Ari is a frequent contributor to popular publications like The Wall Street Journal, Forbes, CBS, and International Business Times.
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How can you navigate unpredictable markets while maintaining the best overall returns in all market conditions? Join us today to discuss how to make sound decisions and avoid emotional investing. Stay updated to understand the importance of investing sensibly and realistically!
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Bruce Wuollet joins us today to discuss the conceptual transformation from quick turnarounds to a longer-term buy-and-hold strategy and the idea of expanding into new markets. Continue to tune in to learn more about real estate acquisition, syndication, and more!
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ABOUT BRUCE WUOLLET
Bruce is the founder, visionary, and current owner of Bakerson. Growing up in the bakery business in the Twin Cities in Minnesota, Bruce wanted to pay homage to his now late father; hence the name “Bakerson”. After trying his hands in a few different ventures in Minnesota, Chicago and Phoenix, he finally found his passion in real estate. He has a proven track record of success throughout Bakerson’s nearly 20 years in business with thousands of individual units bought, repositioned, and sold. Bruce has overseen all aspects of the business, including operations, acquisition, project leadership, equity fund management, property-specific syndications, legal, finance, and more. His focus is on finding good deals while his passion is serving the residents by providing them with one of their basic human needs – shelter. Prior to launching Bakerson in 2002, he served on the acquisition team at a Phoenix-based real estate investment company.
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Join us in today's finance Friday episode to discuss the current housing market trend and key variables impacting why and how the housing market cools off. Find out what you need to know about the home prices in 2022!
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Are you looking for an asset manager? If so, this episode is for you! Dive in as we discuss the value of hiring a property manager to operate and manage your rental property. Stay tuned to learn more about the duties and responsibilities of a property manager!
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Have you started to make plans for your retirement? Listen in as Shawn covers the importance of protecting your retirement assets and developing an additional source of income so you don't have to worry about your future. Pay attention to this episode to learn more useful financial advice!
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David Dodge joins us today to talk about scaling your wholesaling real estate business using the BRRRR approach. Keep tuned in to learn how to apply this valuable method in multifamily investing.
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ABOUT DAVID DODGE
David Dodge is a St. Louis Real Estate Investor with over 15 years of experience. He first started investing in Real Estate when he was in college, at the age of 21 years old, at the University of Missouri-Columbia. David specializes in wholesaling properties as well as teaching others how easy it is to learn how they too can wholesale Real Estate for huge profits. David and his team have wholesaled over 400 houses to date and his company “House Sold Easy” averages about 8-12 wholesales a month. David also loves to fix and flip properties as well as add properties to his rental portfolio. David has over 50 rentals currently and he has a goal to take his rental portfolio to over 150 properties in the next 24-36 months. He keeps track of all of his rentals on his IG story -> “150 houses”. Check it out! He shows images of each property as well as how much rent he is collecting on each property. David is also the Co-Author of “The Ultimate Guide to Wholesale Real Estate” Book which he wrote with his business partner Mike Slane. He has a podcast “Discount Property Investor” that teaches people all about wholesaling real estate as well as tons of tips and tricks about marketing, wholesaling, and specifically wholesaling properties.
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Today, we'll discuss how the fear of missing out influences real estate decisions. Don't miss out on this great episode to understand the essential responsibility amid this increased pressure and what you should do to avoid being swayed by FOMO in buying and selling houses.
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Today, Dave Holman discusses how to manage residential and commercial real estate properties. Stay tuned to learn about the benefits of looking for opportunities outside of residential real estate.
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ABOUT DAVE HOLMAN
Dave grew up in North Yarmouth, Maine before attending Carleton College. His Latin American Studies major took him to Bolivia where he co-founded The Spitting Llama Bookstore and Outfitter- a chain of retail stores. Dave has written three books: Youth Renewing the Countryside, Coffee Smuggler, and Cyber Fire. After earning his MBA at the University of Maine, Portland, he worked as Outreach and Communications Coordinator for Safe Passage and then as Assistant Director of Annual Giving for Bowdoin College. Dave has been a real estate investor since 2011 and is a broker for Remax Riverside specializing in commercial and investment property. He co-owns rental 94 units in Southern Maine and enjoys working with owners, residents, and contractors to solve problems and improve communities. Dave has served on the board of the Ecology School in Saco and his local Budget Committee and Parks & Rec committee.
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Entrepreneurship does not always take a predictable path; sometimes, we must follow unexpected detours to build businesses. Learn more about Henry in this episode as he talks about how to accomplish financial success in business and business coaching strategies to help you make money. Check out this show for more experience-based insights you can use to build your business!
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ABOUT HENRY DAAS
Henry Daas is a serial entrepreneur, business coach, screenwriter, and self-described 'ordinary guy.' And now, a personal finance coach! Born in Brooklyn at the tail end of the Eisenhower years, he has lived his entire life in and around NYC. He has lived his life in and around money, as well - from cutting lawns as a kid to managing a stock portfolio as an adult. And everything in between.
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Trusting someone you hardly know in real estate investing is risky, but who should you trust? Join us in today's episode as Spencer Hilligoss talks about why dealing with a certified individual is a wise choice and how to have a solid understanding of a lead sponsor. Find out more!
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ABOUT SPENCER HILIGOSS
Spencer Hilligoss is CEO and Co-Founder of Madison Investing. He is an active syndicator, investor, and speaker. He currently leads business development and investor relations for Madison Investing. He is a former technology executive with a 13-year track record building high-performing teams across five companies (three of them, software "unicorns"- valued at over $1B). His last run in Silicon Valley was developing the Origination Team for LendingHome and leading their Professional Development group. Spencer is a member of the 2021 Forbes Real Estate Council and a Registered Representative of Growth Capital Services, member FINRA, SIPC.
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If you’re trying to scale up fast but don’t have enough strategic partners, this show is worth listening to! Dive into this last part series of raising private money as Shawn shares the pros and cons of investing with institutional partners and why you should learn all these strategies before making investments. Tune in to learn more!
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In today’s episode, Damion Lupo shares how your retirement accounts allow you to invest in a variety of assets without having to worry about paying UBIT tax. Tune in to find out more about ways to boost your returns!
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ABOUT DAMION LUPOBorn with an entrepreneurial spirit Damion started his first business at age 11, (even hiring his parents for logistics support). Over the last quarter-century, he's started and owned more than 50 different companies including an insurance agency, precious metals firms, a venture capital company, a coaching and consulting firm, and more than a dozen real estate investment and development companies. Damion is an expert in little-known strategies for using Enhanced Qualified Retirement Plans to help individual investors and small business owners take control of their financial future.
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What kind of life and business do you want to have in your real estate investments? If you're only interested in finding deals and not much in raising capital, a strategic partnership is a way to go. Grab a pen and paper and jot down some of the key ingredients you'll learn in this episode to help you scale or grow your portfolio.
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The Federal Reserve just raised rates! What does that mean and how does this affect you personally and as a real estate investor? Tune in now to find out and to determine how to position yourself when investing in real estate.
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Today’s topic is the first part of the series on raising private money. Dive in to learn the regulations, and strategies to raise capital from your network, family, and friends and tips to begin building your track record.
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In today’s episode, we talk about critical indicators to help us pinpoint if the current economic situation, humanitarian concerns, and supply chain issues would lead us into a recession. We also dive into some aspects of the previous recessions and the safety measures that must be considered. Tune in now!
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Multifamily real estate is the investment option with the lowest risk and the highest returns. Today, we are joined by Emma Powell to learn great nuggets in getting started, scaling quickly, raising capital in a unique way, and accepting the imperfect balance of business success and personal life with humor.
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ABOUT EMMA POWELL
Emma Powell is the owner/operator of the High Rise Group and is passionate about real estate as the best investment available. Along with her husband of 25 years, Troy Powell, they now live in Salt Lake City, UT after 20 years in Austin, Texas, and are parents of six homeschooled children ages 24 to 10. Emma specializes in small business project management with a BS in Entrepreneurial Management and Marketing Design. Troy is the IT guy keeping the operations running smoothly with his background in early tech startups. As Key Credit Partners with agency loan experience and owners of several properties, they have experience in getting transactions to the Finish Line through relationships with lenders, property managers, attorneys, and escrow teams.
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It's pivotal to understand your net worth because it's something that many people overlook. Shawn points out why you should track your net worth to achieve your goals faster and how it can reveal any flaws, what is working, and what needs to be focused on. Tune in to learn more!
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Adding a tremendous financial value to your portfolio is a huge advantage in real estate, so how do you do it? Join Van Sturgeon on this episode for a breakdown of value add investing and the strategies you should be implementing and looking for to grow your portfolio.
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ABOUT VAN STURGEON
Van Sturgeon is dedicated to helping new real estate investors overcome their fears of house renovations, by offering information and his experiences in planning and managing thousands of successful renovations over the last 30 years. Growing up in Chicago during the 1970s, his parents had learned that the apartment building that we were living in was going up for sale. They mustered up the minimum down payment and bought it, just in time when the high unemployment and mortgage rates of the late 70s slammed them. It was a struggle to survive. His neighborhood was littered with burnt-out buildings, as property owners would torch their own buildings to collect on the insurance money.
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Do you put yourself under a lot of pressure to complete the smallest tasks possible? Grab a cup of coffee and listen to this episode to understand the numbers on investing your time, money, and effort in the most productive way.
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Buyers need to understand what the investment return metrics mean. In today's episode, Shawn describes the importance of being familiar with a few key investment metrics, including some of his favorites. Tune in to learn more!
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Unpredictably, markets that have a higher level of volatility will come apart sooner or later. Shawn explains in this episode what happens in the market, how volatility affects your portfolio, and why having a broad portfolio is so important.
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For you to view the visual, Shawn will send you an email with a link to the chart of the two different portfolios and a brief explanation. Just Text Volatility to 415-528-7403.
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Today we will explore a different area of the multifamily asset class which is student housing. Shawn will discuss the pros and cons of investing and what you need to do to take advantage of it.
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In this episode, you'll learn about regulations from the 1970’s tax code that can help you put your money to work for you and how you may use this to your advantage.
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Does the apartment rental market grow quicker than the national average from the previous year? In today's episode, Shawn digs deeper into some of the market outlooks, economic trends, and overall perspectives in multifamily. Tune in to learn more!
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Join us on this episode as Shawn shares suggestions, techniques, and strategies for growing your wealth while taking advantage of the tax benefits that the wealthy enjoy.
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When dealing with brokers, you want to be as efficient, quick, and easy as possible, but how do you do that? Check out today's episode to learn more about how to get great deals by following up with brokers and how to provide the best value for them.
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How can we manage inflation as it continues to rise, and how can we capitalize on it? Dive into this episode to find out how we may profit from inflation by using debt in real estate.
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If used wisely and responsibly, you'll be able to enjoy tons of benefits and rewards with having great relationships with brokers. Listen to this episode to find out some of the most useful techniques and actionable steps for you to get great deals.
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In this fast-paced world, financial struggles are inevitable. Listen in and discover the most common financial blunders that lead to major financial issues, and learn how to avoid them.
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What should you look for when seeking a market and how many markets should you pursue? Dive into the first part of the series as we explore how to determine your target market and establish a broker list to help you maximize your marketing ROI in 2022.
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When it comes to getting a raise and building true wealth and financial freedom, it takes a lot of time and hard work. This episode will give you tons of valuable info about the ultimate salary-boosting approach that will allow you to support your lifestyle and generate passive income in the future, so stay connected to learn more.
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We welcome 2022 with our awesome guests, Dr.Julius Oni and Tenny Tolofar. We discuss the many benefits of owning multi-family real estate and ways to improve cash flow and build a more considerable financial reserve. Stay connected to find out more tips about multifamily investing
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ABOUT DR. JULIUS ONI AND TENNY TOLOFARI
Dr. Julius Oni is the CEO and Co-Founder (focusing on Investor Relations) at XSITE Capital Investment LLC. Prior, Julius’ investment focus was single-family real estate and angel investing. Over the past several years, Julius has invested in over 50 start-ups and currently sits on the advisory board of four healthcare-related start-ups. Julius and the XSITE Capital team host a rapidly growing multifamily-focused meetup in Maryland where they provide resources and add value to individuals interested in growing their wealth and changing their financial future. Within the last 2 years, he led the acquisition of XSITE Capital’s fast-growing portfolio of more than $100M. He was also acknowledged as a Forbes Business Council member in 2021.
Tenny is the Director of Acquisition and Co-founder of XSITE Capital Investment LLC. Prior to forming XSITE Capital, Tenny spent several years leading a major sales team in one of the fastest-growing financial services companies in America. He is also a Global Cyber Security professional, supporting the likes of Boeing and Deloitte. Tenny and the XSITE Capital team host a rapidly growing multifamily-focused meetup in Maryland, where they provide resources and add value to individuals interested in growing their wealth and changing their financial future.
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When your financial stress is lifted up, everything will be so much easier. Dive in as Shawn explains how to set your financial goals in 2022 to obtain financial freedom. Never miss this last episode of the year uncovering incredible insights and tools to build a healthy and worry-free financial future!
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If you have an eye for a good deal and good partners, you could be a great sponsor! Today, we’ll discuss the other way to invest in real estate that allows individuals to invest in something too large for their portfolio. Don’t miss this episode to discover why you should invest in real estate syndication.
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Have you ever wondered what it takes to build a successful business that could become a sellable asset? In today's finance episode, Aryeh Sheinbein talks about finance and business strategies you need to scale and grow your business without losing focus and while maintaining profitability.
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ABOUT ARYEH SHEINBEIN
Aryeh leads Results Advisory, a Business Strategic Consulting firm. Aryeh is skilled at helping successful business owners and entrepreneurs invest their money intelligently, allowing their wealth to accumulate, so they can stay focused on what truly matters to their business and mission. Aryeh has worked for numerous Fortune 100 companies and over 20 investment management firms that have, aggregately, over $1 trillion of assets under management. His background on Wall Street gave him the financial know-how to invest wisely; combine this with his consulting background, in which he helped start multiple companies from scratch and assisted large businesses with pivots and changes to major processes, and you have a fellow who truly knows what it takes to grow successfully and sustainably.
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In this episode, Mike and Ligia Deaton share how to find multifamily deals in a competitive market and the importance of having excellent underwriting skills. Dial in to learn the value of long-term relationships with other investors and how to improve your tenant base.
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ABOUT MIKE AND LIGIA DEATON
Mike and Ligia Deaton escaped the corporate world and entered the real estate market together in 2016. They formally launched their real estate investing business full-time in 2017 and have incorporated multiple asset classes to combine tremendous financial returns with incredible tax benefits. They are currently active land investors as well as partners in more than 1,000 units of multifamily assets across multiple markets. As real estate entrepreneurs, they love enjoying ultimate lifestyle freedom while delivering on their mission in making significant impacts to both investors and the communities in which they partner with the ultimate goal of returning over one billion dollars in investment returns.
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If you’re not aware of the latest FOMC meeting, you don’t want to miss this episode! In today’s topic, you'll get tons of knowledge about the possible effects of high inflation on the economy and some advantages of investing in real estate. Tune in to find out if it’s a good idea for Fed to taper bond purchases.
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Join us as Axel Ragnarsson shares actionable information that will help grow your business and real estate portfolio. Dial-in to find out more tips in meeting new investors and establishing deep relationships with people in the business!
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ABOUT AXEL RAGNARSSON
Axel Ragnarsson is the CEO of Aligned Real Estate Partners, which has been a principal party in $27M+ worth of transactions since inception. Currently, Aligned REP owns over 300 units of multifamily real estate valued at $20M+. He is also the host of The Multifamily Wealth Podcast, one of the most highly rated podcasts in the industry, where he interviews real estate investors and dissects how they started, built, and scaled their businesses.
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If you’re looking for creative ways to finance and fund your real estate deals, this episode is for you! Stay tuned as Mark Willis outlines how to use a whole life insurance policy and other strategies to fund your project while generating compound interest.
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ABOUT MARK WILLIS
Mark Willis is a man on a mission to help you think differently about your money, your economy, and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients. Mark is a CERTIFIED FINANCIAL PLANNER, a two-time #1 Best Selling Author, and the Owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions. He specializes in building custom-tailored financial strategies that are unknown to typical stock jockeys, attorneys, or other financial gurus. As co-host of the Not Your Average Financial Podcast TM, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you won’t outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and to create tax-free income in retirement.
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Don't miss this episode as you'll discover simple yet powerful ways to run your real estate company with Greg Donahue. Stay tuned to find out more about why millennials should invest in real estate and start taking control of their financial future.
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ABOUT GREG DONAHUE
Graduated from Fairfield University in May 2013 and has been working in real estate ever since. Greg has viewed and evaluated hundreds of deals, all varying in size and geographical location. Although Greg has seen and analyzed properties in other markets, including Oklahoma City, Las Vegas, and New Mexico, his expertise is in New England, where he has explored emerging markets and has located numerous paths of progress in each of 21 George’s New England target markets. Greg helps oversee 21 George’s current portfolio while actively seeking and analyzing new investment opportunities. Greg has and continues to develop strong relationships with economic developers, brokers, and the real estate ecosystem in 21 George’s target markets.
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In today's financial episode, David Rosell is joining in revealing a simple way to put your money to work for you and exponentially enhance your wealth. Keep listening to discover the secret component that makes compound interest work best.
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ABOUT DAVID ROSELL
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.
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. 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.
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Join us as Chelsea Garber talks about cost-effective remodeling strategies and developing your own brand that increases ROI. Stay tuned in for more unique insights on how focusing on two markets will lead to significant growth in your company.
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ABOUT CHELSEA GARBER
Chelsea Garber is a Real Estate Investor, Syndicator & Entrepreneur. She founded The Hudson Holdings Group LLC in 2018, a boutique multifamily investment firm who specializes in acquiring value-add assets in emerging US markets. Along the way, through her keen assessment of market valuation, she discovered one common problem; the time, effort, and money being invested in purchasing and repositioning an asset often did not align with the maximum return on investment and overall attract-ability. While some projects require the services of a full design-build company, others, specifically the value-add opportunities, require a lighter, more turn-key design touch. It is in this niche market that the most value can be created both virtually and affordably.
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In this episode, Melissa Houston deep dives into the fundamentals of establishing and growing your business and the significance of financial management skills to avoid financial pitfalls. Stay tuned in to also find out how to set up your business to put you in a place to win and grow.
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ABOUT MELISSA HOUSTAN
Melissa Houston is a certified public accountant, certified life coach, and woman entrepreneur. She works with women entrepreneurs and helps them manage their money and profit more. Her guidance and advice have been featured in Forbes, Entrepreneur, and other high-profile spaces. She is also the founder of thebusinesssociety.co, which is an education website and resource for entrepreneurs who are looking for personal finance, business finance, and all-around business information.
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If you’re looking for a sustainable asset to invest in, this episode is for you! Dina Buchanan is joining to talk about the benefits of investing in climate-resilient property and how passive income provides freedom, flexibility, and security in the future.
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ABOUT DINA BUCHANAN
Dina Buchanan is the Director of Investor Relations at PCRP Group, a company that offers direct access to tax-advantaged, passive income commercial real estate investments. PCRP Group invests in high-demand multifamily housing communities by choosing climate-resilient markets, which can give investors more layers of investment security and, ultimately, greater returns. Dina has over 19 years of experience investing in both residential and commercial properties in the United States and internationally, and has acquired roughly $200 million in assets under management.
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When you start managing your money or adopt a healthier lifestyle, it will help you establish a brighter future. Check out this episode to discover the three great investments that can help you develop fantastic relationships, promote positive well-being, and create a work-life balance to build a better future.
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In today’s episode, Greg Lyons shares the different strategies in generating consistent income flow through real estate syndications and the importance of a broker-dealer in the financial world.
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ABOUT GREG LYONS
Greg currently resides in Charlottesville, VA, where he is the Vice President of Development for a health and fitness company. He oversees real estate development, lease management, new revenue-generating business concepts, and corporate-level equipment purchasing. Before moving to Charlottesville, Greg was a Project Manager for The Hosac Company, a real estate development firm in Boise, ID where he helped develop a 77-unit condominium project in downtown Boise. He became hooked on the real estate investment concept after he and his wife purchased their first investment property and jumped at the opportunity to form Cityside Capital with the goal of generating passive income not only for his own family but for a team of investors. Greg graduated from the University of Virginia in 2001 where he was a member of the men’s basketball team. After college, he spent several years coaching basketball at the University of South Carolina and American University. He spends his free time with his wife and two young children and loves coaching his son’s youth basketball team.
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If used wisely and responsibly, you'll be able to enjoy tons of benefits and rewards and limit cash transactions with your credit card. Listen to this episode to find out some of the most trustworthy credit cards, their unique features, and the proper ways to use them so you won't end up in too much debt.
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If you want financial freedom that will literally align all your dreams and visions into a unified path, this episode is for you! Learn how Vikram Raya went from being a practicing physician to owning over 600 million in real estate assets and discover the 5 freedoms to live a fulfilled life.
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ABOUT VIKRAM RAYA
Vikram Raya MD is a co-founder and managing partner of Viking Capital. He currently works as a cardiologist in the DC/VA/MD metroplex. Since 2011 he has been diversifying his interests and investing in real estate with advanced real estate investors in the commercial and residential markets. Having done much of his medical/real estate training in both Atlanta and DC, he is well aware of the intricacies of both these markets. He is also the co-founder of DARE capital, a multi-million dollar real-estate company with assets in GA consisting of single family and commercial properties. His interests and strengths lie with investor negotiations, market trends, and portfolio diversification.
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Today, we are joined by Tom Laune on how to be your own banker using a phenomenal strategy where you can access your money without stunting its growth and invest it somewhere else to grow it even more.
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ABOUT TOM LAUNE
Tom Laune is the Infinite Banking expert in Stress-Free Planning. He is a pioneer in assisting real estate investors in becoming their own banks. He solved the problem of low returns and increased taxes while keeping money in a regular bank by introducing a line of credit using specially tailored whole life insurance to assist real estate investors across the country.
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Today, we are joined by Nick Earls and Eric DiNicola to talk about everything from the ground up to the development process of multifamily properties. That includes getting the land, permitting, zoning, construction, and getting a sale of the finished products. They are also going to share various ways of structuring a dynamic partnership to create large multifamily syndication in the Boston market.
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ABOUT NICK EARLS AND ERIC DINICOLA
Nick is the co-founder and managing principal of Winterspring Capital 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 underwriting and asset management in the multifamily space and also the author of the top-rated book “Making Millions through Multi-Family Development.”
Eric DiNicola, co-founder and managing principal, 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 our real estate business. Heading up our acquisitions team, Eric leans on his extensive broker network to keep our deal pipeline full.
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It's a question that every sensible borrower considers, especially now that we're in an inflationary period. To assist you in finding a solution, listen to this episode to discover the pros and cons of paying a mortgage early and the impact on your short and long-term saving plans.
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If you want to learn how wealthy people manage to grow their wealth, this episode is for you! Today, Yonah Weiss shares a powerful tool on how to depreciate your assets at a faster rate and reduce your tax burden.
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ABOUT YONAH WEISS
Yonah Weiss is the Business Director of Madison SPECS, a company that provides skilled, engineering-based cost segregation studies for reclassifying real estate components and renovations in order to accelerate depreciation deductions, defer taxes, and improve cash flow. He's also the host of Weiss Advice Podcast, where he gets to learn from the most successful people in real estate.
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Whether you're building or restoring your credit after a setback, it's necessary to understand how credit scores are created and how to improve them. Listen to this episode to learn some smart hacks that can practically increase everyone's credit.
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If you are a parent, paying for your child's tuition is your most immediate financial concern. So grab your earphones and pay close attention to this episode as we outline how to create an investment plan through real estate to pay your child's tuition and other school expenses when they start coming in.
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Investing in real estate can offer a significant amount of recurring cash flow. But, did you know that it might also help you save money during tax season? Check out this episode to learn about the tax benefits of investing in real estate investing and how it can help you build true wealth and passive income.
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Global banks need to establish clear procedures to combat inflation risk, but is there a more effective strategy to avoid inflation? Find it out from this episode and learn more about who suffers from inflation and what we can do to protect ourselves.
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Are you ready to take your real estate business to the next level? If yes, listen to this episode to learn how to acquire an apartment complex as your next commercial rental venture.
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If you want to pay off your debt faster, assess whether the current financial strategy is appropriate for you. Check out today's episode and find out how to expedite your loan and what to think about before paying it off early.
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Investing is simple, but not easy. A winning plan is required to propel the intricacy of its nature. Dive into this episode and learn the success and challenges of David Rosenbaum in multi-family REI, and the market insights from the business during the global epidemic.
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ABOUT DAVID ROSENBAUM
David Rosenbaum a Principle at Investory Group LLC is a seasoned Investor working in the Real Estate space. He has bought and sold several properties throughout his career and currently owns 367 units of Multifamily property in Oklahoma and Atlanta, GA. Excelling in communication, he understands his investors' concerns and financial needs. David’s background in sales and marketing gives him an edge when in the process of working with his team to secure multifamily properties. When it comes to creating Legacy Wealth for his investors, he believes in process, strategy, and integrity. David is passionate about providing Legacy Wealth for his family and investors through Multi-Family Real Estate. He is a former marine and lives in Texas with his wife Kimberly, and two sons Jake and Braden.
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Choosing to invest allows you to be self-sufficient and not rely on the money or labor of others. Listen to the final episode of the financial freedom series and get inspired to invest in your future and live a more comfortable and happier life.
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Are you a healthcare professional or working on a full-time job who is seeking passive ways to build your wealth? If so, this episode is for you! Savannah Arroyo talks about the untold strategies to help medical professionals achieve financial freedom by investing in multifamily syndication.
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ABOUT SAVANNAH ARROYO
Savannah Arroyo works as a full-time Registered Nurse in Los Angeles. She manages numerous departments at a busy Magnet-accredited hospital and is a Real Estate Investor who mostly invests in value-add multifamily syndications. Working as a Registered Nurse has taught her how to thrive in a fast-paced, a multi-disciplinary medical team. Due to the various similarities to her nursing work, she was immediately drawn to multifamily syndications. Syndicating a real estate investment requires great attention to detail, problem-solving skills, and the highest level of communication. She gets excited at times like these since overcoming problems provide her so many fulfillments.
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Do you want to start a long-term savings strategy, but don’t know where to start? If so, then this episode is for you! Tune in to find out how this budgeting approach works and how it might help you save money.
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Is self-storage a great asset class to invest in? Listen to this episode as Fernando Angelucci dives into the specifics of the growing market and increasing demand for the self-storage business.
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ABOUT FERNANDO ANGELUCCI
Fernando O. Angelucci is the Founder and President of Titan Wealth Group. He also leads the firm’s finance and acquisitions departments. Today, the Titan Wealth Group operates nationwide, sourcing off-market investment properties for Titan Wealth Group’s acquisition as well as servicing a network of thousands of active real estate investors worldwide. Prior to founding Titan Wealth Group, he worked for Dow Chemical, a Fortune 50 company, rolling out a flagship product estimated to gross $1B in global revenues. With an engineering background, he is able to approach real estate investing with a keen analytical mindset that allows Titan Wealth Group to identify opportunities and project accurate pictures of future performance.
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If you’re interested in getting a free report, please text REPORT to 646.495.9867 or you can go to our website at https://www.greenbriarcg.com and download it from the homepage.
If you’re interested in getting into our deal room to see the deals that we are offering through investors, please text INVEST to 773.770.4377 or you can go to our website https://www.greenbriarcg.com/invest for sauce investment.
Going into debt for non-value-added spending is never a good idea, so how can debt be beneficial? Is it better to be debt-free? Find out and learn more from this episode on how debt can sometimes be used to fulfill certain life goals and provide positive returns on investment.
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Investing may be extremely perplexing, especially when there are so many different aspects to learn and evaluate. In today's episode, let’s talk about why I enjoy investing in real estate and the uniqueness of investing in single-family and multi-family rental properties.
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If you want to create a passive income stream, start by freeing up your time so that you can focus on building wealth rather than being a slave working for the rest of your life. Check out this episode to hear about some passive income options and how changing your mindset may propel you to success.
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People offer their properties on short-term rental booking platforms for a variety of reasons. Ed Lemus joins in this episode as he shares the unique benefits of short-term rentals, how it's implemented in larger apartment complexes, and the yielding potential extra profit.
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ABOUT ED LEMUS
Ed Lemus is an experienced training manager with a track record of success in the information technology and services industries. He’s an expert of the following skills: Sales, Data Center, Storage Solutions, Software as a Service (SaaS), and Pre-sales expertise.
He’s also been in the real estate industry for 20 years and focusing on short-term rentals. He implemented the short-term rental properties into a larger apartment complex.
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Choosing a long-term benefit above immediate gratification is a major problem in life or business. Stay tuned to learn the second step to financial freedom and see if you have the ability to resist and gain better rewards afterward.
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Creating a financial plan can be the most difficult because it requires you to think about your life value. In this episode, Leigh Cowden discusses investing in and purchasing various real estate-related assets using an individual retirement account (IRA).
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ABOUT LEIGH COWDEN
Leigh Cowden is the Founder and Principal of Sparks Blackthorn Capital LLC, Leigh focuses on identifying commercial assets that meet SBC’s investment criteria, and developing and maintaining relationships with investors and partners. She manages a team of incredibly dedicated professionals who work together to acquire RV parks and campgrounds with the potential for long-term market appreciation and immediate cash flow to our investors. A United States Air Force veteran and attorney, Leigh embodies the entrepreneurial spirit, having built several successful businesses from the ground up in various industries, including orthopedic medical devices, transportation logistics, publishing, hospitality, securities transactions, legal, and insurance. She’s a graduate of Embry-Riddle Aeronautical University with a BS in Professional Aeronautics and minors in Business and Safety, and she earned her Juris Doctor degree from Nova Southeastern University Shepard Broad College of Law.
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With a wealth of experience in the financial service industry and investing in commercial real estate, Shawn developed a 6-step guide to achieving financial freedom. Listen to this episode and learn more about the first step: buying assets first.
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Do you want to be a multifamily syndicator but lack real estate experience? If so, then you have come to the right place! Josh Ferrari will share his expertise in building generational wealth and raising $6 million dollars in just 30 days through syndication.
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ABOUT JOSH FERARRI
Josh Ferrari grew up with no knowledge of finance or investing. He had no financial education background and despised school. Nonetheless, the concept of investing piqued his interest after he read Robert Kiyosaki's well-known book "Rich Dad, Poor Dad." He purchased his first fourplex multifamily property two years ago, and his interest in multifamily real estate has expanded since then. His experience has equipped him with the knowledge and skills required to manage contractors, subcontractors, and materials for multi-unit rehabilitations. He also specializes in raising private finance, finding, negotiating, and acquiring value-add multifamily assets, and coaching others on how to do the same. His ability to manage other people's money as a financial coach qualifies him as a high-level asset manager and financial investor.
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When it comes to anticipating needs, it is vital to realize the capacity of your resources and the entire process. Tim Grenier is here with us today to help us deepen our understanding about all things credit, how it works, get a good credit score, build business credit, and a lot more!
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ABOUT TIM GRENIER
Tim Grenier is the owner of Credit Solutions of New England and Changeyourcredit.com. Credit Solutions of New England help entrepreneurs obtain the capital and credit they need to fuel their dreams. Whether they are just starting the business or looking for millions in capital to expand, they have solutions that can help fund business owners. Changeyourcredit.com helps people improve their credit while providing them the education they need to prevent mishaps in the future.
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Are you looking for a way to spend more time with your family while making more money? Listen in as John Casmon emphasizes how multifamily real estate syndication generates passive income and tax advantages and how you can leverage marketing to build a brand and powerful relationships.
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ABOUT JOHN CASMON
John Casmon launched Casmon Capital Group to help busy professionals invest in real estate without taking on a second job. He had helped families invest close to $90M in multifamily apartments to create passive income, reduce their tax obligation, and foster generational wealth. Additionally, he hosts the Target Market Insights: Multifamily + Marketing podcast and is the co-founder of the Midwest Real Estate Networking Summit. As a former marketing executive, he oversaw marketing campaigns for General Motors, PepsiCo, and MillerCoors.
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Do you prefer to buy a home than rent? If you're willing to house hack, owning a property may quickly improve your net worth. Check out this episode as we will dive deep into it today and learn how you may plan for extremely low living expenses and massive cash flow expenses in the future.
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Regardless of how you choose to invest in a multifamily property, it can be a terrific wealth-building instrument. In this episode, Corey Peterson reveals his strategies for turning a single deal into a superior legacy wealth.
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ABOUT COREY PETERSON
Corey is the owner of Kahuna Investments, and he strives to provide his investors with stable cash flow returns and long-term capital appreciation by buying multi-family apartments. He has managed and acquired over $100 million in real estate across the country. He is the bestselling author of “Why The Rich Get Richer – The Secrets to Cash-Flowing Apartments” and host of the Multi-Family Legacy Podcast. He speaks around the country on this subject, including at Harvard and Nasdaq. Corey is frequently featured on FOX, CBS, ABC, and NBC affiliates.
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There are many things in life that you may want to protect, especially the things you’ve worked so hard for. Listen in to this episode as Robert Bernard and CJ Mathews dive deep into the essence of trust, how it works, how it can protect your assets, and much more!
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ABOUT ROBERT BERNARD AND CJ MATHEWS
Carolyn ‘CJ’ Matthews and Robert Bernard are co-founders of YourSmartWealth.com, a national program, and podcast created to teach small business owners and entrepreneurs how to grow their business profits and achieve financial freedom, smarter, and wealthier.
By bringing you integrative wealth strategies that most small business owners don’t know or have the time to learn, CJ and Robert share proven steps that can shortcut your path to retirement and lead to time and money freedom.
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If you’re new to real estate investing, you must seek advice from experts in the field. Listen in as Tate Siemer shares some powerful techniques that will help you find great deals.
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ABOUT TATE SIEMER
Tate Siemer is the visionary behind GreenLight Equity Group. Tate’s passion is improving (value-adding) high-density, multi-family developments and existing apartment buildings in such a way that maximizes the value of communities in order to provide solid, consistent returns to investors and well-being to residents. Tate’s real estate roots extend back 15 years to when he bought his first multi-family property-a 110-year-old duplex in South Salt Lake City. He has since been a principal in over 40 transactions, and an agent in over 45 investor transactions. He has a vision for sleek, clean, and modern remodel design elements which nicely allows for powerful rebranding and repositioning. Tate works with sellers, wholesalers, lenders, money-partners, contractors, and many other contacts to coordinate a robust set of industry relationships. He hosts “The Apartment Guys Podcast” and serves on the Executive Board of the Utah Real Estate Investor Association. He enjoys helping fellow investors and entrepreneurs through mentoring and coaching.
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If you’re looking to scale your business and be on point with your goals, this episode is for you! Dial-in as the father-daughter duo, Abigail and Sean Thomson, explain what it takes to work together as a family in generating cash flows and becoming financially free.
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ABOUT SEAN & ABIGAIL THOMSON
Sean Thomson is the Co-founder and CEO of Thomson Multifamily Group and he has real estate investing in his veins. His approach and philosophy are informed by his passion for building wealth and achieving financial freedom for his family and his investors. Sean considers the health of his investors financially and personally to be one of the most rewarding parts of pursuing financial freedom.
Abigail Thomson is the Co-founder and CMO of Thomson Multifamily Group and 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 her to be more than equipped and ready to tackle the real estate industry head-on.
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Do you want to be financially self-sufficient? Listen in as the power couple, David and Patti Royster, discuss how multifamily investing can help you make more money and build legacy wealth.
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ABOUT DAVID AND PATTI ROYSTER
Patti got her real estate license in Arizona in 2012 and then got her license in Utah and has been a licensed agent for over eight years. She is putting her Bachelor of Science Business Degree from Brigham Young University to work. She enjoys forming strong relationships with real estate partners and managing their rental portfolios.
David, on the other hand, started in 1990 with his first rental and has been a full-time real estate investor since 2013. He has performed over 90 buy or sell transactions on properties where he has ownership. His net worth doubled through rentals. He is also a flipper, landlord, AirBNB host, hard money lender, commercial real estate manager, and multi-family investing.
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Are you tired of looking for true financial freedom? Listen to Multifamily Money Podcast with Shawn Winslow to learn more about the finest investment vehicle for generating wealth while also protecting your money and saving you time! Stay tuned!