Investing Stuff You Should Know: Recent Episodes
Johnny Nelson
If you are raising capital, managing a fund, syndicating real estate or just want to hear experts talks about real estate, you're in the right digital space!
On New Year's Day, on a Zoom call - Jon learned that his team was getting laid off.
Jon knew within the month that it was now or never to go all for real estate, and that's precisely what he did.
Transitioning from Bay Area retail to Las Vegas real estate, Jon's tale exemplifies resilience and adaptability.
This episode dives into how his retail background enriched his real estate endeavors, spotlighting customer service and team management.
Discover how Jon raised $4 million in two weeks for a 439-unit self-storage venture in Galveston, Texas, showcasing the importance of action and networking at real estate events. His capital-raising adventure didn't stop there, evolving into a mentorship-driven venture - The School of Nine Doors Down.
Lastly, Jon delves into brand development in capital raising, offering practical tips on storytelling and social media to craft a compelling brand that attracts investors.
Whether you're eyeing brand recognition or investment, this episode is packed with valuable insights. Take advantage of Jon's enlightening transition from retail to real estate.
Connect with Jon and the Nine Doors Down Team below:
Websites
- linktr.ee/ninedoorsdown (Company)
- ninedoorsdown.com (Company)
- schoolofninedoorsdown.com (Company)
Phone
- 8185362121 (Mobile)
jon.p.lopez@gmail.com
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Investing in RV parks is profitable, but before you jump in, you'll need guidance.
Alex Alexander spent years in Hawaii flipping land (with an old-school mentor) but moved back to the mainland and is now deploying his unique investing strategy across the US.
From a small town in Texas to a life of entertainment and adventure, Alex shares how his unique journey shaped his innovative approach to developing RV parks.
Why are RV parks becoming a hot topic and a booming investment? Alex dives into RV parks, explaining their rising popularity and unexpected potential for social impact. He sheds light on the 'Silver Tsunami' and how investing in RV parks can offer benefits like capital preservation and countercyclical advantages.
Alex also shares his own big WHY and the significant impact that RV parks can foster deeper connections among families, especially between fathers and their children.
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Are you bold enough to leave your "secure" job and jump into the dynamic world of Short-Term Rentals (STR)?
Well our guest today, Michigan entrepreneur Tony Stancato did just that and is thriving.
It may be your next life chapter.
Discover the strategies behind his property investment empire, from leveraging tools like AirDNA and Price Labs to his unique property grading system and risk mitigation tactics.
Tony delves into the crucial aspects of STR, sharing insights on patience, timing, and preparing for the unexpected in the investment journey.
Connect with him on LinkedIn or explore his offerings at michiganshorttermrentals.com for a deeper dive into profitable property investment.
Tony’s Profile
linkedin.com/in/tonystancato
tony@bookngather.com
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On January 2, 2018, Michael learned he was going blind.
Retinitis pigmentosa, he finds out, is genetic, with no known cure.
Michael takes us through his deeply personal struggles of health, wealth, identity, and realization and how this led him to leave the corporate world behind for a new life chapter.
His tale is an adventure, as he shares his transformative experience traveling across South America and Europe, writing, and forming relationships that have helped him rediscover his purpose.
Today, he's found his way back to law. But family and life lessons now guide his WHY.
Beyond the life story, we dive deep into the complex world of investment laws. With his extensive knowledge of securities law, Michael adds context and clarity to the new SEC limited partner guidelines.
His keen insights into the SEC guidelines for real estate funds and the future of investment funds are both enlightening and thought-provoking.
Finally, we touch on the fundamentals of investor education and the critical role trust plays in investment funds.
Links Here:
https://x.com/investing_law?s=20
https://investoropportunitynetwork.com/
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Billionaire Warren Buffett famously stated, "You know, we think diversification is—as practiced generally—makes very little sense for anyone that knows what they're doing...it is a protection against ignorance."
With that backdrop, we'll discuss why diversification is still a good idea, at least in real estate. We cover many asset classes - residential, commercial, industrial, hospitality, and specialty - offering insights on managing risk and maximizing returns.
We also touch on unique investment strategies like joint ventures and delve into the potential impacts of natural disasters on your experiences.
In this episode, we explore why companies and investors are making a beeline for regions like Dallas, Phoenix, and how you, too, can benefit from a region's unique mix of politics and favorable regulations.
Understand why factors like population growth, demographics, and liquidity should be on your radar while investing in a region. And it doesn't stop there!
Investors achieve diversification by betting on different asset classes, such as multifamily, self-storage, and industrial.
Whether you're a seasoned investor or just dipping your toes in, this episode will equip you with invaluable insights to chart your course in the dynamic landscape of real estate investing.
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Ready to see how technology is changing the way we build homes?
Well, you've got to talk to the most innovative people on the bleeding edge of what's possible, and today, Jennifer Castenson is our guide.
She's got the know-how to use technology to help home builders.
While she's a VP at BuildExact, her expertise goes beyond just one software. We'll talk about the latest tools and tech trends in construction and how they're improving things.
We'll also dive deep into the world of construction.
It's more than just bricks and walls. Jennifer will tell us about things that can make a project succeed or fail, like what people want, rules for building, weather changes, insurance, land prices, and where people are moving. Plus, we have some excellent resources and names for those who want to dive deeper into building.
But wait, there's more! We'll learn about Jennifer's work with different groups and the Leading Suppliers Council.
We'll also hear about the future of design and building, especially in smart homes.
And finally, we'll touch on something close to Jennifer's heart: Miracle Travel Works, a group that helps families with sick members travel. Prepare for an exciting chat about tech, learning, and building homes.
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Ethan, a devoted family man with five kids, once found England, including its renowned institutions like Oxford and Cambridge, pretty dull.
He laments the inefficiencies of the American financial system and wonders aloud if "anyone truly cares if half of all banks just vanished?"
From China to the U.S., Ethan's remarkable academic journey showcases his sheer drive and tenacity. We delve into his vibrant personal life, the rich tapestry of cultures in his family, and the reasons Houston became home.
He offers a candid look at the dual landscape of opportunities private capital holds, juxtaposed with the often intricate maze of obtaining bank loans.
Through Ethan's eyes, you'll gain a deeper grasp of the nuances in the American system and their bearing on loan sanctions.
And as we navigate the waters of real estate investment, Ethan unveils the strategies that powered his thriving family office.
Transitioning from conventional employment to hard money lending and private equity funds, he provides sage advice on wealth management, underscores the importance of a professional class, and offers a treasure trove of insights into real estate ventures.
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There's something unique about the gritty real estate investor.
They have experience, initiated by a distant vision, but the path is unclear.
You can't buy that. You have to live it, and the best ones also learn from it.
In their version, they have lived all the terrible stories you read about of bad tenants, deals going sideways, running out of money, contractors from hell, and more.
But there's redemption as well. Despite all of that, they are STILL succeeding.
Elijah fused his passion for unique lifestyle choices and real estate, transitioning from a traditional life as an ROTC scholar at USC to an unconventional life as a full-time Sprinter van resident and real estate investor.
Active investment struggles led him to appreciate the efficiency of passive investments.
From learning the ropes in property management to raising capital, Elijah's experiences have redefined his business model and approach to real estate investing.
Get ready to challenge your perceptions about investment and lifestyle choices and discover how thinking outside the box can usher in massive opportunities.
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Sarah Sullivan knows what busy professionals looking for time freedom need - because she has been one of those active pros herself for many years.
She breaks down the jargon, helping us understand critical concepts like ROI, cash flow, annualized return, and liquidity of each type of investment.
This episode is an absolute must-listen if you're a professional seeking to make a foray into this lucrative market.
Switching gears, we delve deeper into real estate investing strategies.
Sarah talks about the importance of the often overlooked wealth preservation, the legacy investments of the rich and famous, and the delicate art of balancing wealth preservation with cash-flowing investments.
As we wrap up, we discuss the common pitfalls professionals often encounter when navigating the real estate market.
We also navigate the complex yet beneficial realm of tax benefits in real estate investing. Whether you're a seasoned investor or a beginner, understanding these common mistakes can save you significant time and money.
Plus, Sarah shares some invaluable tips on vetting professionals and finding suitable investments.
So, tune in and let us help you build a diverse portfolio, stay ahead of market trends and achieve your financial goals.
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Brian Green is dedicated to something near and dear to my heart - creating the highest quality housing for the lowest cost.
Some call it Attainable Housing. I call it AWESOME.
Either way, you'll want to learn how his team is doing it and doing it well (all in upstate New York, not an easy climate or state to operate in)
Brian emphasizes the importance of having a mentor, recognizing when someone sees something special in you, and how that past success as an entrepreneur guides him today.
Finally, listen to the end and get Brian's two great book recommendations, + how he balances all the work with keeping healthy and being a great dad!
Brian's Website:
www.greenspringscapitalgroup.com
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Financial Sovereignty.
I love that phrase, and Schuyler Cadwalader goes deep on precisely what that means for him and his wife.
Together, they've been able to confidently leverage their skillsets and networks (doctor and architect) and help medical professionals take charge of their financial future.
Lastly, we delve into the power of mindset and overcoming fear.
Don't miss this enlightening conversation that has the potential to change your financial future!
G. Schuyler’s Profile
linkedin.com/in/gscadwalader
Website:
https://upwealthcapital.com/
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Super 8 Motels in Iowa can inspire greatness.
Join us as we chat with Hemal Patel, a young, ambitious real estate investor who leaps into a competitive industry and shares his inspiring journey.
From leaving the pre-med track in college to following his passion for real estate, you'll be inspired by Hemal's story that challenges the conventional path.
Hemal offers valuable insights on what hotel operators and sponsors should consider when purchasing a motel, such as location, long-term relevance, and creating memorable guest experiences.
Lastly, Hemal and I emphasize the importance of education in real estate and discuss how better to prepare young individuals for careers in this dynamic industry.
From middle and high school programs to college courses, we envision a comprehensive approach to cultivating the next generation of real estate professionals.
Hemal’s Profile
linkedin.com/in/hemal-patel-0a8215176
hpatel142@outlook.com
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Here's an idea - Go to your next Industry Conference with a plan 🤔
A high-value plan maximizes the value you get in exchange for time invested.
@Brady Hoffpauir, an expert in real estate investing, shares his deep & systematic knowledge on getting the most out of conferences.
You'll find that skillfully building a personal bridge across knowledge gaps will lead to genuine, meaningful relationships.
We also delve into the power of the Generosity Mindset, and finally, living out these concepts, he and his wife have chosen to invest in developing leadership in high school students and adoption organizations in their local area
Brady’s Profile
linkedin.com/in/connect2brady
Website
- ridgelineequity.com/join/ (Company)
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If you could lose millions by doing it wrong, hire an expert.
If you could save millions by doing it right, hire an expert.
The implications are the same. Pay the expert when the stakes are high.
Bernard Reisz and his company are masters at using retirement accounts in syndications, funds, and other investments.
They are good at things you didn't even know existed, like a Reverse 1031 Exchange.
His mission to you as an investor is to be EMPOWERED with clarity, certainty, & control.
His team is not just selling paper and contracts but has the expertise and knowledge to ensure full compliance.
(Episode re-released from last year!)
Bernard’s Profile
linkedin.com/in/bernard-reisz-cpa
Websites
- members.resurefinancial.com/ (Company)
- resurefinancial.com/ (Company)
- bbb.org/us/ny/new-york/profile/tax-consultant/resure-llc-0121-170719 (BBB A+ Profile & Reviews)
bernard@resurefinancial.com
- BernardReisz
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That's crazy. They're nuts. Why would anyone do that?
These are the thoughts of the average person who doesn't understand what's happening.
Then one day, it all clicks. Now, it makes a TON of sense.
Starting in 2019 at a real estate photography company, Jeremy Kitchen initially found the idea of buying distressed properties nuts.
However, in a whirlwind of life-changing events, he met his future wife at work, and they bought their first home together in Idaho. Then, amidst the chaos of 2021, they invested $305,000 in a property that quickly gained $60,000 in equity.
Faced with the exciting challenge of leveraging their budding equity, they took out a HELOC for $170,000. From managing hard money loans to financing friends' houses, he learned the ropes of real estate investing - often through trial and error.
This is a compelling story about life, love, and the pursuit of property.
Jeremy’s Profile
linkedin.com/in/jeremykitchen
Phone
- 2087040320 (Mobile)
quickdealfunding@gmail.com
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No one want's an IRS audit. Everyone wants to save money.
And that's why the Tax Saving episodes are the most popular.
Delivering again, we just finished a powerhouse session with the tax wizard for real estate investors, Ryan Carriere.
🏘️ We dove deep into the 'Short-Term Rental loophole,' and Ryan's in-depth explanations break out exactly how it works.
Whether you're a new or seasoned investor, this episode delivers actionable tax advice for you to consider today!
Ryan’s Profile
linkedin.com/in/ryancarriere
Website
- therealestatecpa.com/rc (Company)
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Fear of getting fired is a real thing - and rightfully so for most of us.
Many have a family, and feeding and housing them is instinctual - and who wants to let their friends know they got fired?
But we tell ourselves it won't happen as long as we're "a good employee."
David McIlwaine was that "good employee" that showed up every day, met his quotas, and did the work. BUT, a corporate merger eliminated his job. And then it happened again.
David's response? "Never again, will I NOT be in charge of my own financial destiny"
Listen to the show to learn more!
David’s Profile
linkedin.com/in/david-mcilwaine
d.mcilwaine@me.com
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You wouldn't go to a dentist to get your broken arm fixed.
Both work on bones, but you need a specialist in YOUR thing.
Dan Lewkowicz is a commercial broker wiz - BUT he's developed expertise in shopping, medical, industrial, restaurant, and automotive buildings and has a lot to share!
With 15+ years in the industry, Dan started with house hacking and quickly progressed to creating Renaissance Real Estate Ventures in Detroit.
He then formed The Lewkowicz Group of Encore Real Estate Investment Services, where he now specializes in various commercial properties.
Dan is a fitness enthusiast, family man, and acoustic guitar player. Take advantage of his many insights!
Dan’s Profile
linkedin.com/in/dan-lewkowicz
Website
- encorereis.com (Company)
Phone
- 248-943-2838 (Mobile)
dandiamondman@gmail.com
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$4500 is a lot of Boy Scout popcorn for a 10-year-old to sell
But so is a 25-year-old raising $46 Million for new real estate developments in 2 years.
In today's episode, we're diving deep into multifamily real estate investing with the brilliant mind behind Cornerstone Commercial Investments, Anthony Walker.
Discover how he turned $46 million in private LP equity into a $120 million real estate empire!
As the Chief Investment Officer and owner of Cornerstone Commercial Investments, Anthony has transacted over $100 million in real estate in the last two years alone.
He specializes in acquiring and developing multifamily properties in emerging niche markets across the Northwest, creating a lifestyle brand that caters to the booming, underserved Middle Market and Millennial population.
Contact Info:
Anthony’s Profile
linkedin.com/in/anthony-walker1
https://thewealthyhabits.com/
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Are you looking to make the most of this tax season and invest in real estate simultaneously?
Meet Mat Sorensen, a tax expert and best-selling author of The Self-Directed IRA Handbook, the go-to resource in the SDIRA industry that has sold over 40,000 copies.
Mat has advised thousands of investors on self-directed retirement plan law, business entity formation, tax law, real estate, and securities law.
Join us on the podcast as we tap into Mat's wealth of knowledge and explore the latest trends and strategies in real estate investment, just in time for tax season.
Whether you're a seasoned investor or just starting, you will want to take advantage of this expert's insights on making the most of your investments and staying ahead of the game.
Contact Info:Mat’s Profile
linkedin.com/in/matsorensen
Websites
- directedira.com (Company)
- sdirahandbook.com (Personal)
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Lose Your Job. Start a Business. Get Married. All within a few months.
NYC native Danny Bellish (against massive odds) pulled this all off - and his story will entertain, motivate, and educate.
Danny is a Disney Partnership Director and top performer, developing dynamic 360-degree national marketing campaigns.
Danny's standards are exceptional - ultra-premium service, a winning attitude, attention to detail, a creative approach, and a sense of urgency. He believes in winning together and returning to the drawing board if it's not an award-winner.
Danny will share his valuable insights on partnerships, marketing, and finding mentors.
Take advantage of his gems!
--
Contact Info:
Danny’s Profile
linkedin.com/in/danny-bellish-19ba50a
danny.bellish@gmail.com
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Insurance pros like Jeremy Goodrich can save you a lot of money - whether during a catastrophe (hopefully not), or on your mundane monthly payments.
We know life is full of risks, from daring entrepreneurial ventures to the daily challenges of family life.
But when it comes to the big risks, like investing in commercial real estate, we all need help from our friends and allies.
Our guest today is a master of risk management and insurance. With a reputation for making the complex simple, he's one of the top go-to gurus for top real estate investors seeking clarity and peace of mind.
Jeremy’s Profile
linkedin.com/in/reiinsuranceguy
Websites
- shineinsurance.com (Company)
- commercialrealestaterisk.com (Other)
Phone
- 8126798779 (Work)
Address
PO Box 5187 Bloomington, IN 47407
jeremy@shineinsurance.com
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What are you doing next Saturday? Getting better at underwriting I hope.
Meet Charles Seaman - the multifamily real estate expert who can review opportunities like no one else. Best of all, he does it for free - Yes, every Saturday for free.
He shares his expertise through weekly underwriting sessions, helping people achieve generational wealth through real estate investing.
As Managing Partner of Cash Flow Champs, Charles coaches busy professionals to build and maintain wealth through real estate investing.
Take advantage of this opportunity to learn from one of the industry's top experts. Tune in and discover how Charles Seaman can help you succeed.
Contact Info:
Charles’ Profile
linkedin.com/in/charles-seaman-90b9b932
Website
- cashflowchamps.com/ (Company)
Phone
- (347) 306-3278 (Mobile)
charles@cashflowchamps.com
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Even after working for years at the most creative company on the planet, Kelly Iannone felt that getting into Real Estate would unlock the next chapter in her business creativity.
She talks about the importance of communication, creativity, and networking in a large organization like Disney and how hitting a plateau in her corporate career led her to pursue financial independence through real estate investing.
Kelly discusses the different types of real estate investments and how she became a general partner in syndication, pooling investor capital to acquire a larger asset. She also shares her excitement about the future of real estate investing and achieving financial freedom through apartment investing.
Contact Info:
KELLY’S Profile
linkedin.com/in/kelly-iannone-waypointcip
Website
waypointcip.com (Company)
kelly@waypointcip.com
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After 25 years and over 450 Million developed, we are thrilled to have Shannon Robnett, the founder of Shannon Robnett Industries (SRI), as our special guest.
Shannon has over 25 years of hands-on development and construction experience, and he's dedicated to delivering numerous passive income streams to his syndicate partners. At SRI, Shannon and his team have created a second-to-none investor experience rooted in a core set of values that enhance financial stability.
In this episode, Shannon shares his investment journey and how he built a company that generates higher return rates consistently and in less time than other property investment groups.
So, sit back, relax, and get ready to learn from one of the industry's most dedicated and knowledgeable developers.
Shannon’s Profile
linkedin.com/in/shannonrobnett
Websites
- Myverticalequity.com (Company)
- shannonrobnett.com/podcast (Other)
shannonrobnett@gmail.com
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If you're a beginning business owner, this episode is for you.
Initially, he was full-time at Kodak but still pulled off $6 million in home sales, completed home renovations, and even mentored junior colleagues. But, of course, this was outside his college education and his stint at NASA.
Mark has learned from great mentors and disciplined self-study. However, he still relies on tech and data within his ventures for a solid foundation.
His business success is attributable to his passion for educating others, whether employees or clients.
This episode is a fun journey of the unexpected and success!
Mark’s Profile
linkedin.com/in/updegraff
Websites
- UpdegraffGroup.com (Company)
- RazeCapital.com (Company)
Phone
- 585-298-8282 (Work)
mark@updegraffgroup.com
- WedgeRedux
- MarkUpdegraff
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Here's an incredible story of overcoming again and again and again.
An immigrant, 9000 miles, a few hundred bucks, recently married, but not much else.
Today, Madhavi is passionate about helping busy professionals achieve their financial goals, but her wisdom was hard-won through years of corporate and personal struggles.
In this episode, Madhavi shares her unique, two-fold approach to wealth-building, which includes an efficient savings strategy and high-growth investing.
So, join us as we explore Madhavi's data-driven education, analytical skills, and detailed process-oriented approach to wealth-building.
Contanct Info:
Madhavi’s Profile
linkedin.com/in/madhavinadejain
Website
- thinkoutsidethestocks.com/ (Company)
madhavi_nade@yahoo.com
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Surround yourself with growth-mindset people. It will transform you.
Colm McEvilly knows this firsthand and has the track record to prove it from partnering with multimillion-dollar real-estate teams.
After recovering from near-fatal heart valve failure at age 30, he understood that he needed to be doing something meaningful to himself.
2018 was the year he finally left his corporate job and began his own journey of helping others, with a special passion for connecting with medical professionals.
Colm’s Profile
linkedin.com/in/colm-mcevilly-1480b94a
colm@tgaip.com
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Marc Kuhn started working for his dad back in 1994 at $1/Hour.
Today his construction company does over $25 Million in revenue.
Many big-city dwellers wouldn't expect all of this hustle and entrepreneurial spirit from small-town North Dakota, but that's why this story is inspirational.
You, too, can do it, whether small town or big, just starting out or already on the path to success.
Listen and learn how Marc shares again and again how he leveled up his mindset, his business, and his team.
Connections:
Marc’s Profile
linkedin.com/in/marc-kuhnEmail
makconstruction1@gmail.com
MAK Construction: Build and Manage Construction Projects.
www.makconstructiongf.com
MAK Capital: Let’s passive investors invest in real estate projects beside us!
Unfollow the herd newsletter:
www.makcapitalgf.com
CK Agency: Manages Multifamily and Storage properties.
www.ckagencyllc.com
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Sharpen your pencils, boys, and girls. You're going to be taking notes and a lot of them.
Sandhya Seshadri is a seasoned real estate investor with over 20 years of experience in the equities market and drops informational nuggets so fast you'll need to listen twice!
She's invested in over 3000 doors totaling $200M across the US and is an expert in the Dallas-Fort Worth multifamily real estate community.
Sandhya is passionate about personal and professional growth and consistently stays ahead of the game through her active participation in multiple mastermind groups. Combining her real estate experience with her strong background in Electrical Engineering, a Master's Degree, and an MBA, Sandhya is a valuable resource for anyone looking to invest in the Dallas-Fort Worth real estate market.
From her LinkedIn Profile
🔷 Sandhya’s Profile
linkedin.com/in/engineered-capital
Website
- engineered-capital.com (Company)
invest@multifamily4you.com
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Christopher Stout didn't start with money, but he did begin with a desire to be in Real Estate as a young construction worker.
He started modest, first with remodels, then building custom homes, but realized the potential for serious real estate investing and founded StoutCap.
StoutCap has developed a robust process for discovering high-performing properties in southern markets. Further, they have successfully transitioned from only construction in Staten Island and added real estate investing as an owner & operator.
With his company StoutCap, he's seen tremendous growth in just one year, increasing assets from $10 million to a remarkable $33 million.
And to top it off, his latest acquisition is a 17-unit building worth $10.25 million! Not too shabby.
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Kris Morin lost everything: his career, girlfriend, investments, real estate, even parts of his health - and was one signature from complete bankruptcy. . . but he refused to sign.
His character shines through here; he felt the right path was to pay every dime back if and when he'd recovered financially.
After taking 6 months to grieve and question everything, he eventually returned with a renewed determination to learn from the experience. He rebuilt a solid financial foundation and regrew his portfolio, focusing on flipping houses strategically, grateful for the lessons learned during the difficult time.
Kris is now a successful commercial real estate investor and fund manager with many lessons to share. Finally, and may we say this with admiration, he works full-time as the director of business strategy for a $4 billion Connecticut company.
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True financial innovation is uncommon.
Blockchain is our generation's most significant opportunity to shape its impact on the world - at least, according Jared Lutz.
He makes a compelling case.
With a background in marketing, he fast found himself plunging into website development and more. At this crossroads to so many businesses and living in the tech world, he's found fertile ground to start several blockchain-based startups.
To many, there's a strong contradiction in combining the stability of real estate and the volatility of blockchain tech. But that's where Jared thinks the opportunity is sitting.
Jared’s Profile
linkedin.com/in/realestatetokenization
Website
https://dcap.finance
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Likely, you didn't even know about it.
The Fed and other sizable financial institutions were working on a highly centralized bank digital currency (CBDC) in 2022. with even more ambitious plans for 2022.
Are you prepared? Have you included the correct language in your legal documents?
Nicole is a strong proponent of capitalism and the idea that you can control your financial future when she isn't teaching others about the secrets of the financial world.
A core principle of her company Artemis Advisory Group is that you have an inherent right to manage your money, amass wealth, and fulfill your financial aspirations—not Wall Street, central banks, or the Federal Government.
Hope you learn something on this wild ride.
Nicole’s LinkedIn Profile
linkedin.com/in/nicole-bordelon-ctp-cpcp
Website:
www.artemisadvisory.net
Business email
hello@artemisadvisory.net
Facebook group:
WealthIQ Free Facebook Group
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David's story is astounding. The podcast was actually the most incredible episode I recorded in 2022.
Speaking in front of hundreds at Boston's Harvard Club was where the real personal and financial freedom revolution began.
He discovered that by revealing almost killing his young son years ago, which had been his deepest secret, he was liberated.
Since then, he has continued to share this intimate family story.
Since then, David has undergone a transformation into an multibook author and speaker who has had conversations with 117 billionaires about leaving a lasting legacy.
Of recent, he had a vision to tokenize in-ground gold as a means of empowering millions of people after the passing of a close friend.
He is currently leading a best-in-class team, has $16.5B of gold under contract with the option to purchase 10 more gold mines, and is currently in negotiations with investors to receive $600M+ in order to buy the gold they have under contract. Contact Info:David Roy’s Profile
linkedin.com/in/davidroynewby
Websites
- LegacyBuilders.co (Company)
- BeyondBillions.com (Latest Book)
- WisdomToWealth.co (Blog)
- DavidNewby
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There are the talkers, the doers, and the have-done-its!
Edmund Chien, is in the final camp. He shares for the rest of us his extraordinary communication skills that he has developed over the course of 15 years of interacting with the richest businesses on the planet.
You'll learn practical advice from this episode, whether you're just curious or getting ready for your next important meeting with a major institution.
Edmund’s Profile
linkedin.com/in/edmundchien
Website
edmundchien.com/ (Company Website)
Email
echien@flowcapadvisory.com
Twitter
EdmundChien
Bio: (Courtesy of Ed's LI Profile)
Do you struggle with finding enough qualified prospects? The number one reason why most business fail is because they don't generate enough sales.
I help real estate investment professionals drastically increase their prospecting and sales without being pushy.
I'm a retired private equity executive with over 15 years of experience raising capital from high net worth investor. I coach anyone looking to connect with accredited investors up to and including managers of a family office. I have also worked with numerous companies in construction, automotive, luxury fashion, mental health, retail art and currently mentor senior commanders (O5+) in all four branches of the US military.
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"This is probably one of the most interesting times that to be alive on this spinning ball of dirt ever" - M.C. LaubscherM.C. is a fun guest - Listeners will be inspired by his zest for life, his background story, all framed out by his deep knowledge as a business and wealth creation coach and mentor.
You need to find a way to make your money work hard for you, while also understanding HOW money works in the large context of our daily life.
M.C. provide great insights and drops some fantastic tips of getting yourself and those around on the road to financial independence.
Contact info:
M.C.’s Profile
linkedin.com/in/mclaubscher
Phone
773 368 4829 (Mobile)
Email
mc@mclaubscher.com
Linkedin Profile:
M.C. Laubscher is a husband, father, educator, and cashflow specialist.
He is the creator and the host of the popular and top-rated business and investing podcast, Cashflow Ninja and a brand new podcast, Cashflow Investing Secrets.
M.C. is also the President of Producers Wealth, a wealth creation firm helping clients in 50 states implement holistic wealth creation strategies.
His purpose is to help producers and creators create, protect and multiply their wealth in ANY Economy and market.
His mission is to help producers and creators achieve financial freedom as soon as possible so that they can live their legacy today on their terms.
M.C. challenges existing societal belief systems and misinformation around concepts such as money, saving, investing, wealth and retirement.
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When COVID-19 hit, Jesse was working as a healthcare professional on the front lines.
Few had the foresight and determination like Jesse to use those hard times as a catalyst for his family's financial future.
When times were the worst, Jesse was planning for the best by surrounding himself with the top performers in Real Estate investing space and education.
On this episode of Investing Stuff You Should Know, Jesse opens up about his first flip, his education, his emotional development, his transition into the role of CEO and asset manager, and so much more.
Contact info below!
Jesse’s Profile
linkedin.com/in/jesse-dickens-rdcs-041474190
Website
- wealthcarecap.com (Company)
Phone
- 720.229.9899 (Mobile)
jesse@wealthcarecap.com
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Being a Student of Money is a life lesson many of the wealthiest people have learned to be as well
@Jeff Niemeier is growing that idea in the fertile Midwest fields of Iowa.
After many years learning from his own deals, getting mentored by some of the best in the business, Jeff is ready to show others how to get to the next level in Real Estate.
Jeff also share's his most inspiring book for this year, so be sure to listen and get his insights and lessons from a top expert in online marketing and online business launches!
Website
- studentofmoney.org (Blog)
- StudentofMoney1
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Fund Launch is the world leader in launching funds, and today's very special guest is Bridger Pennington! Bridger launched this widely successful company that has currently helped over 20,000 students!
However, this only occurred after a few mediocre attempts at other ventures and one incredible lesson from a close mentor.
What changed? FOCUS!
Focus is the (not-so) secret sauce that every successful Founder learns, and Bridger brings that in spades.
You'll thoroughly enjoy this wide ranging podcast, and we even have time to gently shade the 10X Master himself, Grant Cardone.
If you listen to the end, Bridger shares a hilarious story that you'll end up actually laughing out loud
Linked Profile:
linkedin.com/in/bridger-pennington-670035127
Websites
- investmentfundsecrets.com (Company)
- bridgerpennington.com (Personal)
Phone
- 801-742-1116 (Work)
bridger@investmentfundsecrets.com
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Do you have a full time job and feel you have no time for investing? Well, you'd be wrong.
Patrick Grimes shares how an amazing mentor encouraged him to start investing immediately as a young engineer, and the result is an incredible team and thousands of units under management.
Patrick shows us how to dig in, learn, try, fail if necessary, and continually learn and grow, all the while leverage the amazing skills you have RIGHT NOW, with one great lesson - ALWAYS partner with an experienced team as you get going.
You'll save yourself thousands of dollars and years of trial and error.
Contact Info:
Patrick’s Profile
linkedin.com/in/patricksgrimes
Website
- investonmainstreet.com (Personal)
Phone
- (209) 403-6096 (Mobile)
patricksgrimes@gmail.com
Bio:
Patrick has fifteen years of experience in active real estate investment: purchasing distressed assets, renovating, and stabilizing for long term cashflow. His portfolio includes controlling ownership over 4000 units in the emerging markets across Texas and the South Eastern United States.
In addition to his real estate experience, Patrick holds a Bachelor of Science in Mechanical Engineering from University of the Pacific, and a Master of Business Administration and a Master of Science in Engineering from San Jose State University. He has spent 15 years in corporate America working for machine design firms to concept, design, and build one-of-a-kind custom manufacturing automation and robotic systems. In addition to working closely with the technical engineering teams, he travels globally working to negotiate contracts and secure multi-million dollar investment for automation programs. He has been able to leverage his corporate experience and real estate knowledge to help pave the way for future success.
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You're busy, I'm busy, We're all busy, and don't have time to piece together our complex world.
Thankfully the brilliant walk among us.
A few are willing to share time to make sense of all this confusion, and Johan is one of those gifted teachers that help so many others do just that.
This wide ranging interview challenges many assumptions we all hold, and will open up your eyes to view the world a bit different after listening.
Be sure to check out his online profile as well.
Johann’s Profile
linkedin.com/in/tokyotrojan
- digitalreactive
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Did you know that "Brand" is the path of least resistance to revenue?
In business, making money is hard. Bad branding makes it really hard.
Here it is in Kate's own words: "That pitch, which I call, 'The Brand Trifecta,' is rooted in my firm belief that brand is the path of least resistance to revenue"
Marketing and Branding expert Kate DiLeo makes it easy for you to attract the top tier clients - AND the best the partners that only your brand is made for.
STOP telling stories with your investors and partners.
START having CONVERSATIONS.
Check out Kate's book as well!
https://katedileo.com/book/
Kate’s Profile
linkedin.com/in/katedileo
Website
- katedileo.com (Company)
kate@katedileo.com
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Steven Bonaventure is not your ordinary Software Founder - He's found his niche in Property Tech, and as a serial founder he already sold two of his most recent companies, Apartment Guardian, and CheckPointID - Both of which many Multifamily Owners and Operators are using daily.
His latest creation is a low-cost self touring kiosk and software portal that is helping Real Estate investors around the country reduce leasing costs and meet the challenging staffing requirements many face.
Whether you want to hear about the latest money saving management tech or hear the background story of Steve's business and fund-raising journey's you'll be sure to get something out of this exciting interview.
Contact Info:
Steve’s Profile
linkedin.com/in/steve-bonaventure-1857aa7
Phone
- 978-998-2574 (Work)
steve@pineapplemultifamily.com
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Winning at Life. Winning at Work. Choose to be Happy.
Its time for a mindset RESET - (should that just be shortened to mind(re)set?)
When you have Ph.D., PE and a bunch of other letters after your name, trust that someone at the top professionally who is reporting back in for the rest of us average folk has wisdom worth listening to.
If you're a fan of John Maxwell's coaching, but remastered for today's hard working STEM professional you won't be disappointed!
James’ Profile
linkedin.com/in/jbryant2
James@BetterYou4u.com
About
My name is James Bryant, I am a John Maxwell Certified Leadership Trainer, Speaker and Coach, a husband, father, professional engineer, certified professional life coach, author, multifamily apartment investor and I Choose to BE Happy. I empower clients to transform problems into opportunities using the power of coaching combined with insight that I have gained with over 20+ years of experience in the public and private sector.
Your mindset determines how you view the world, your life and your circumstances. I believe that change starts with YOU and how you see the world, and how you choose to show up in life.
Jeremy Dyer, ADP salesman-extraordinaire shares his secrets for dominating as ADP's NUMBER 1 seller for over 2 decades!
ADP employs nearly 60,000 people and services millions of Global and American Businesses.
Capital Raisers, Fund managers, and Ventures of any size know that you don't grow without Sales and Marketing.
Jeremy's smashing success motivated him to start passive investing in 2012. Recently he has launched his own Real Estate Investing company, Starting Point Capital, combining the power of real estate coupled with his intimate knowledge of how to sell.
Jeremy’s Profile
linkedin.com/in/jeremydyer
Website
- startingpointcapital.com (Company)
Phone
- 952-814-5845 (Work)
jeremy.dyer@adp.com
- DyerADP
Sid shared such deep and thoughtful knowledge on this podcast I can't summarize it in a line or two - You're gonna have to listen to get full benefit.
Tidbits like really understanding the local labor force (think plumbers and HVAC techs, etc.) + the property management resources in an area can be key to determing a property's success
Sid immigrated to the US for school, became an engineer, but ended creating a massive empire in TX and AZ. They were traditionalists in Multifamily, but have recently started exploring other asset classes as well.
Sid’s Profile
linkedin.com/in/sid-shamim-a920b6177
Phone
- 3162002158 (Mobile)
sid.shamim@headwaycapital.us
Are you a successful real estate agent, banker, broker, real or insurance professional? This podcast is for you!
Chris Bounds has zeroed in on what is important to you, and has created a learning and investing platform to help you go from trading your weekends and evenings to being in the passive income space as your real estate investing clients!
Chris has focused on the Texas markets and has over 44MM of assets under management (or AUM if you want to get fancy).
Contact info below:
Chris’ Profile
linkedin.com/in/chrisbounds
Websites
- investedagents.com (Company)
- boundsrealtygroup.com/ (Company)
cbounds7@comcast.net
Linked Profile:
Chris Bounds is a real estate investor and Top 0.5% growth leader at eXp Realty with $65 million in transactions.
With his wife Jamie, Chris has used more than $19 million from private lenders and equity partners to flip over 200 properties.
Together they have $44 million assets under management, including close to 400 single-family and multifamily units.
Chris founded Invested Agents to help real estate professionals increase their income, build wealth, and create a lifestyle they deserve.
Through Invested Agents he hosts frequent real estate events, webinars, and workshops.
Chris is also an IRONMAN finisher and endurance race enthusiast.
If you need inspiration on going from small to big in a few years, listen as Chris explains his mindset, dedication and focus over the past handful of years.
Chris is founder of QC Capital and is doing large real estate deals in the southeast markets. after having dominated the Single Family Market in the Carolinas as a Real Estate Agent
Christopher’s Profile
linkedin.com/in/salerno2
Website
- qccapitalgroup.com (Company)
chris@qccapitalgroup.com
Interested in learning how to invest in RV parks, one of the next big emerging Real Estate asset classes out there?
Learn from the best in this episode - Smart operators like Dylan's Requity group target an ideal blend of short-term and long-term RV guests to stabilize cash flow and returns to their investors and partners.
Listen as Dylan goes step-by-step into the details of how his team looks at the market, creates right the business model, finds and funds the deals, all the while creating an amazing sense of community for the guests.
Contact Info:
Dylan’s Profile
linkedin.com/in/dylanmarma
dylanmarma@gmail.com
- DylanMarma
Bio:
Dylan is the principal of The Requity Group, a vertically integrated real estate private equity company. He has been investing full time for the last 4 years and has been the lead sponsor of over $100m in transactions, including over 750 multifamily apartments and 1,200 lots of manufactured housing communities and RV campgrounds. Dylan is a firm believer that through careful deal selection, attracting exceptional people, and utilizing technology-backed systems you can ensure above-average risk-adjusted returns through real estate.
You're smart. You're successful. But will your company and team guaranteed to always be there?
Airlines have unprecedented demands for pilots, and yet, in 2020 Satch Bernhardt's airline was shut down.
Its time to learn and grow your knowledge about how other professionals have created several income streams to protect their family and their future.
Be sure to reach out and connect!
Satch’s Profile
linkedin.com/in/satch-bernhardt
Website
- BernhardtCapital.net (Company)
satchbernhardt@gmail.com
Investing Stuff You Should Know Podcast's goal is Immediate Listener Value (ILV).
That's why we bring on brilliant and thoughtful guests like Emma Powell to share her philosophy and success on business, family, mindset and more so you can implement in your own business.
Be sure to check out her website and awesome community group in the contact info below. Every week they meet and learn, connect and even invest together!
Contact Info:
linkedin.com/in/emmapowell28
Websites
- highrise.group (Company)
- highrise.group/interview (Company)
Phone
- 801-432-0597 (Work)
emma@highrise.group
- palphotoart
NO one wants to hear, "I'd love to, but I don't know how I can help . . ."
During the depts of COVID, Amy Sylvis dig deep and found a way to not just grow her business, but strap a rocket to it.
Amy brings all of herself to everything she does, but leaves the excuses behind- she's essentially a walking miracle, (listen as she explains), radiates compassion for those around her, and still dominates her team's problems in capital raising and real estate investment!
Contact Info:
linkedin.com/in/amysylvis
Website
- sylviscapital.com (Company)
BIO:
Amy Sylvis is the founder and principal of Sylvis Capital, a real estate firm that invests in large multifamily properties in emerging markets throughout the United States. Accredited and non-accredited investors appreciate investing alongside us to take advantage of not only our extensive experience, but also our detailed research and exclusive relationships.
Sylvis Capital offers multifamily investment opportunities without the day to day hassles of owning real estate while generating strong returns.
Sylvis Capital currently has over 430 apartment units and $39M worth of assets under management.
Finally! Today we have a local MN based expert and leader on the show today, Kate Hamerly who is leading her investing team through a record-breaking year of fund raising and major multifamily trades across MN and in other US growth markets.
You'll hear why the company started, where it's going, and how they've had success for the past 10+ years- with another record breaking year planned for 2023!
Learn as Kate also passes along key insights and tips from her own work over the past few years, and what it takes to become a successful Investor Relationship Manager.
Contact Info:
Kate’s Profile
linkedin.com/in/katherinehamerly
Phone
- 303-222-4748 (Work)
BIO:
As Investor Relations Manager, Kate is responsible for capitalizing on new and existing relationships through strategic communications and investor account management. Kate recognizes that protecting our investor partnerships through transparency and the implementation of feedback is critical to the continued growth of Roers Cos.
Emerging Capital raisers and Syndicators often get buried under the load of closing deals as they ramp up - However there is a solution that all the top operators are using- Virtual Assistants!
Leveraging the full potential of VAs (abbreviated) allows teams of any size to tap into the smartest global mindbank specifically tailored to their specific entrepreneurial needs!
Listen to our great convo with The Streamline Team, Founders Alex and Valerie as the describe the incredible power and time freedom they enable with a vetted VA for your business!
Links below:
(330) 246-0754
thestreamlineteam.com
valerie@thestreamlineteam.com
https://www.facebook.com/thestreamlineteamagency
Principal and Fund Manager Drew Dolan is leveraging his 2 decades of real estate development and capital management to put DXD Capital at the forefront of today's data-driven self-storage developer groups
Listen how DXD Capital leverages their team's expertise, investor base, market knowledge and massive reliance on High Quality Data (using Radius Plus and other available tools), plus good old fashioned boots-on-the-dirt to build successful project after successful project.
Contact Info:
Phone:
505-366-7233 (Home)
Email:
drew@dxd.capital
linkedin.com/in/drew-dolan-3a20a12
From LinkedIn:
Over his 20 year career in development and construction, Drew has focused on structuring real estate investments, joint ventures and capital management. Previously he was President of Titan Development where he managed Titan's self storage and multifamily divisions. In 2017, Drew helped launched Titan Development Real Estate Fund I a $112 million fully-discretionary fund focused on ground up development.. He served as Co-Fund Manager until 2019 when he became Fund Manager. Drew is currently a member of YPO, active on his ULI Council and was formerly on NAIOP's national board. He holds a BS in Industrial Engineering from Arizona State University.
Maurice is an amazing man that is living life to the fullest.
He is fearless in new life journeys, from Corporate Executive, Police Officer, Air Force Special Investigator and now Founder of Quattro Capital and more. I recommend getting acquainted with this guy, and either talk to him or follow his musings on Linked and other places, and finally get in touch with their team over at Quattro Capital and see what they are doing.
Contact Info:
Maurice’s Profile
linkedin.com/in/mauricephilogene
Phone
- 202-569-2930 (Mobile)
Quatrro Capital
www.thequattroway.com
From Linkedin:
Real Estate Investor & Entrepreneur, Restaurant Owner, Explorer of 100 Countries, Public Servant (Federal Agent & Police Officer), Philanthropist and Lifestyle Design/Wealth Coach. A Founding Managing Partner of Quattro Capital with a passion for living life leveraging freedom principles - financial freedom, time freedom, geographic freedom, freedom of purpose and freedom of relationships. Maurice used real estate and professional careers to generate passive income and build legacy all while empowering communities and helping others live their best life now through lifestyle design.
Maurice is based in Washington DC and the Mediterranean Region.
Flint Jamison doesn't disappoint as he brings his deep analytical and managing experience into the Real Estate Fund space. He shares how he did it, what he learned, the resources needed, and his team's goals looking into this year and beyond.
Learn how you too can keep a W2 job and get into real estate, either as a passive or active investor, and of course check out his on-point websites and blog posts!
Flint’s Profile
linkedin.com/in/flintjamison
Websites
- vestuscapital.com (Company)
- vestuscapital.com/blog/ (Blog)
- calendly.com/vestuscapital/30min (Schedule a Call)
Flint@vestuscapital.com
From Linkedin:
I help busy people earn passive income through commercial real estate investing.
With a minimum of $50k investment, you can own equity and receive income from real estate, without dealing with the tenants, toilets, and termites.
This is truly PASSIVE income - make money while you SLEEP.
You can earn an Average Annual Return of 15% or greater. Effectively doubling your investment in 5 years.
ℝ𝕖𝕥𝕚𝕣𝕖 early with outstanding returns, quarterly cash flow, and tax benefits
💰 Build generational wealth
🛩 Travel more
Achieve the 𝚕𝚒𝚏𝚎 you want to 𝚕𝚒𝚟𝚎
Download our FREE REPORT to understand the benefits and simplicity of investing in multifamily at vestuscapital.com or send me a personal message here on LinkedIn
Take some notes people, because Alex is a smart guy!
Listen as he describes in detail his keen insights into managing his Fund of Funds, how to select sponsors, and much more. Great tactical and strategic advice for those getting started and beyond.
Alex has seen a lot of life. Born in Ukraine, came to the US, he traveled around from Florida to the Silicon Valley where he lives today. He has worked in Corporate America in IT Department for Start ups and Fortune 500 companies as QA Engineer, Lead QA, Business Analyst, Project Manager and Customer Success Manager.
He has taken the long term view to Real Estate Investing, and knows how to get there, by leveraging his knowledge in the tech industry and beyond, and also connecting with successful professionals around him
Contact Info:
(415) 608-2115
https://www.wealthymindinvestments.com/investor-club/
From Linkedin:
𝐒𝐜𝐡𝐞𝐝𝐮𝐥𝐞 15 𝐌𝐢𝐧𝐮𝐭𝐞 call 👉 https://bit.ly/34Xej3D
✅𝑾𝒉𝒚 𝒂𝒓𝒆 𝒔𝒐 𝒎𝒂𝒏𝒚 𝑩𝒖𝒔𝒚 𝑷𝒓𝒐𝒇𝒆𝒔𝒔𝒊𝒐𝒏𝒂𝒍𝒔 𝒔𝒕𝒊𝒍𝒍 𝒏𝒐𝒕 𝒊𝒏𝒗𝒆𝒔𝒕𝒊𝒏𝒈 𝒊𝒏 𝑹𝒆𝒂𝒍 𝑬𝒔𝒕𝒂𝒕𝒆?
✅𝐁𝐞𝐜𝐚𝐮𝐬𝐞 𝐭𝐡𝐞𝐲 𝐝𝐨𝐧'𝐭 𝐤𝐧𝐨𝐰 𝐚𝐛𝐨𝐮𝐭 𝐩𝐚𝐬𝐬𝐢𝐯𝐞 𝐢𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐡𝐨𝐰 𝐭𝐨 𝐥𝐞𝐯𝐞𝐫𝐚𝐠𝐞 𝐭𝐡𝐞 𝐩𝐨𝐰𝐞𝐫 𝐨𝐟 𝐭𝐡𝐞 𝐬𝐲𝐧𝐝𝐢𝐜𝐚𝐭𝐢𝐨𝐧 𝐦𝐨𝐝𝐞𝐥 "𝐠𝐫𝐨𝐮𝐩 𝐢𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠"
𝐀𝐬𝐤 𝐦𝐞 𝐡𝐨𝐰 𝐈 𝐜𝐚𝐧 you start investing real estate and create multiple passive income streams:
☑️Do you own a lot of stocks but not real estate?
✅Do you worry about a stock market crash and not having enough income in case you get laid off?
☑️Do you want 𝙢𝙖𝙟𝙤𝙧 income tax savings and reductions?
✳️For many years, I have worked in Corporate America in IT Department for Start ups and Fortune 500 companies as QA Engineer, Lead QA, Business Analyst, Project Manager and Customer Success Manager.
✳️Although, I was grateful connecting with amazing people, learning cutting edge technologies while earning great salary along with perks and benefits I was never fulfilled.
✳️Till I found my passion for helping people investing passively in real estate, so they can create multiple passive income streams, live life on their own terms and not rely on their paycheck.
✳️First, I tested passive real estate model with my own funds for 5 years and till I felt confident to help others.
✳️After exploring different Real Estate Investing and other wealth-building strategies,
✳️I picked Commercial Real Estate Investing in the Syndication model "group investing",
as it provides Busy Professionals completely hands off way to invest without any headache of being an active landlord while still providing amazing real estate benefits:
🔶Cash flow
🔵Tax benefits
🔶Appreciation
🔵Scalability - Economies of scale
🔶Attractive returns
🔵Minimize risk
Want to get inspired by leveraging your time with the brightest and best in business, raising a family, and then pivoting towards the real estate entrepreneur you were always meant to be?
Listen on!
Tony is an experienced and seasoned management consultant who shares his many life-lessons for those still in corporate life, and what it takes to go from there to self-employed, using real estate both large and small.
Contact Information:
Tony’s Profile
Website
- novomultifamilygroup.com (Company)
tony@novomultifamilygroup.com
- tcastronovo
From Linkedin:
Tony Castronovo, Founder & Managing Partner, is a multifamily real estate investor with over 7 yrs experience in acquisition, underwriting, contract negotiation, due diligence, syndication, capital raising, construction & renovations, operations, asset management, and overall asset strategy implementation.
Mr. Castronovo is also a seasoned management consultant, utilizing 25 yrs of experience advising clients on project portfolio investment management. He holds higher education degrees in Engineering and Construction Management.
Dan Krueger lays out his journey from college graduate to Co-founder of the amazingly successful Invictus Capital.
Dan acquired serious financial underwriting skills working for several firms in the Minneapolis MN area before meeting his business partner Anthony - and the rest is a story for the local business community to study and learn from.
Dan discusses several key phases of their business growth over the past few years, and you'll get great insights into leveraging social media including YouTube, Podcasts, and even teaming up on a best-selling book and to scale a real estate business and raise capital from passive investors around the US.
Contact Info Below:
Phone
- 612-810-9293 (Home)
- dank528@gmail.com
From LinkedIn:
Co-Founder of Invictus Capital, a local firm that invests in Multi-Family Real Estate in the Minneapolis St. Paul area. We are a vertically integrated organization with property management and construction companies in-house. This allows us to acquire and re-position assets quickly and efficiently driving strong cash flow and forcing appreciation.
Travis Hill has served his country for many years, both by his long-standing commitment as a Marine, but also his investment activities providing people housing in Las Vegas, California and beyond.
Travis started investing before it was cool on YouTube and Podcasts and has been a man of action his entire life!
Be sure to check out his Valkere Investment Group as well, they are doing big things as this market continues to show turbulence.
How to connect:
linkedin.com/in/travis-hill-
Website
- valkeregroup.com/ (Company)
travis@valkeregroup.com
Linked Bio:
Serving as a member of the Marine Corps for the past eighteen years continues to provide me with numerous opportunities to plan, coordinate, and execute all types of small unit working groups, engineering project management, and large-scale operations with personnel numbering in the hundreds. I enjoy and thrive operating in austere and fast-paced environments, whether maintenance or operation dependent.
As and out-of-state real estate investor, I enjoy being apart of a team. Giving, growing, and thriving together to achieve financial freedom and more importantly the freedom of time.
Billy Keels is a powerhouse of intellect, business savvy, shrewd technical salesmanship, and most of all POSITIVITY! He is a delight to talk to and we have an amazing conversation covering his life, his family, his career and his amazing journey into real estate, funds, and more.
Contact info:
🌎Billy’s Profile
linkedin.com/in/billykeels
Website
- firstgencp.com/ (Personal)
billykeels@gmail.com
- billykeels
From his Linked Profile:
In October 2014, I missed my son's 3rd birthday and that changed everything for me. I was traveling to Frankfurt to yet another full of executive business meetings followed by a dinner. I realized then I had gotten lost in the hype of being a high-performing corporate executive.
For years, I was consistently overachieving my sales targets. I was getting the promotions. I was traveling and staying in nice hotels. I was a platinum member of all the frequent flyer and hotel programs. I was buying nice clothes, expensive shoes, luxurious timepieces (aka watches). I was receiving positive recognition. To be honest, I actually was having fun!
Business hours slipped into late nights and weekends: I was constantly checking my iPhone to see what emails I had to action. I had calls from morning to night. I traveled non-stop three to four days a week. There was a constant internal pressure to close more business.
But, I was good at my job and it felt good to succeed.
With this dedication and commitment I became part of the Top Talent program. I qualified for multiple trips to Hawaii for sales performance excellence. I even was recognized in the Top 1% of the sales force one year. I was growing and excelling at my job.
But, at the same time, I knew that this would be a never ending cycle.
I wanted a different outcome for my life.
So for 9 years, I burnt the candle at both ends. I worked in the early mornings and late evenings on building my own dream: financial freedom. This meant finding in pockets of time around my already long workday; usually before 5am and then again after the kids were asleep.
After a few real life events, I realized it was finally time for my corporate career to come to an end...
But I wasn’t worried. And I didn't start looking for a new job. Because I already had a plan in place.
Today I share this plan and opportunities with other extremely busy, high-paid professionals. I know what you’re going through. You’re so busy and stressed achieving your KPIs/MBOs for your career, that you’re not taking care of your own investment numbers!
Doesn't seem right, does it?
Don't wait for nine years to get control over the outcomes of your life. Start your plan NOW to be living the life they want sooner rather than later.
Start gaining the freedom to choose what you want to do, with whom you want to do and when you want to do it!
You're not alone.
Send me a DM and we can connect...
Make it a great day!
bK
M.C. is a fun guest - Listeners will be inspired by his zest for life, his background story, all framed out by his deep knowledge as a business and wealth creation coach and mentor.
You need to find a way to make your money work hard for you, while also understanding HOW money works in the large context of our daily life.
M.C. provide great insights and drops some fantastic tips of getting yourself and those around on the road to financial independence.
Contact info:
M.C.’s Profile
linkedin.com/in/mclaubscher
Phone
- 773 368 4829 (Mobile)
mc@mclaubscher.com
Linkedin Profile:
M.C. Laubscher is a husband, father, educator, and cashflow specialist.
He is the creator and the host of the popular and top-rated business and investing podcast, Cashflow Ninja and a brand new podcast, Cashflow Investing Secrets.
M.C. is also the President of Producers Wealth, a wealth creation firm helping clients in 50 states implement holistic wealth creation strategies.
His purpose is to help producers and creators create, protect and multiply their wealth in ANY Economy and market.
His mission is to help producers and creators achieve financial freedom as soon as possible so that they can live their legacy today on their terms.
M.C. challenges existing societal belief systems and misinformation around concepts such as money, saving, investing, wealth and retirement.
Elisa shares an amazing journey of starting oversees and fulfilling her parents wishes in school, to eventually crushing the software game in Seattle and moving into Multifamily. You'll learn a ton from her story and wisdom she shares, and she drops strategic nuggets all throughout the show!
Her latest endeavor is a helping other achieve financial independence through her educational platform, see link below.
Learn more about EZ FI University at https://www.ezfiuniversity.com/ and https://www.youtube.com/channel/UCTuBJEY72poVIBSN2iz5haA
Elisa’s Profile
linkedin.com/in/elisa-zhang-9641aa21
From Linkedin:
I am the owner/principal over a portfolio of $450M in holdings across 2,500+ apartment units in WA, TX, and AZ. Coming from nothing, I successfully built a path to financial independence in less than 10 years via real estate investing. I transitioned out of my full time IT career in 2019 and made it my mission to help motivated other nine-to-fivers do the same.
I am deeply passionate about teaching those who want to quit their jobs how to do so using the power and infinite opportunity of real estate investing through in depth, educational resources at EZ FI University and on on my podcast, 10,000 Roads to Financial Independence.
Before reaching my financial independence, I spent 13+ years as a Product Manager at big Tech companies like Microsoft and Groupon. I built a proven track record of launching and managing high profile, profitable products used by millions of customers in e-commerce, the responsive web and B2B spaces. I channeled my passion for creating great user experiences and bringing innovative products to market in every role I held.
Throughout my career I have led and shipped various multimillion-dollar cross-group projects ranging from delightful frontend consumer experience to complex backend architecture solution for enterprise applications. This experience enabled me to develop a deep technical understanding of how things work which I now apply to my real estate business. I also have day-to-day working experience with agile software development process and most importantly, a can-do attitude to get things done.
Shame on you if you haven't met Yonah. Climb out from underneath whatever digital rock you've been hiding under, breath, login to Linkedin, and you'll see the Royalty of every RE Investor's dreams, Yonah Weiss the King of Cost Segregations.
Yonah share's his path through life and many fantastic learning nuggets of relationships and networking that he's learned over the years. He is pivoting towards the capital raising space and has big goals for his next year.
Contact Info:
Yonah’s Profile
linkedin.com/in/cost-segregation-yonah-weiss
Website
- linktr.ee/yonahweiss (Personal Website)
Phone
- 732-298-9002 (Work)
yonahweiss@gmail.com
From LinkedIn:
The benefits of the significant tax deductions from Cost Segregation include:
🔶 Maximize annual depreciation
🔵 Reduce upfront income tax costs
🔶 Lower cost of capital
🔵 Improve cash flow
🔶 Ability to write-off individual assets in future when removed.
✳️ As Business Director for Madison SPECS, I provide you with expert, engineering-based cost segregation studies.
✳️ Cost Segregation is an IRS -approved process for reclassifying real estate components and improvements to accelerate depreciation deductions, defer taxes and improve cash flow.
✳️ Our in-house team of engineers and accountants combine tax and engineering strategies to analyze construction contracts and building plans in order to identify those assets that qualify for accelerated depreciation for tax purposes.
✳️ We always perform a no-cost feasibility analysis on your property to demonstrate the financial benefit, on a year-by-year basis, of having such a study performed vs. not performing the study.
❓Which types of properties can benefit? Multifamily, Office, Retail, Mixed-use, Hotels, Golf Courses, Mobile-home parks, Shopping centers, Restaurants, Skilled Nursing Facilities, Industrial, Flex, Banks, Self-storage. Did I leave anything out? If I did, it can probably benefit too! In short...ALL types of properties 😀
🌎We work in ALL 50 states.
📌CONTACT ME for a complimentary estimate...How much taxes will you save this year?
(732) 298-9002
Founder of #CRELinkedInChallenge
Self Anointed #CostSegKing 🤴🏻😎
💥 Join our next Virtual Real Estate Meetup every Wed. 7:00pm EST 👉http://bit.ly/REC-meetup 👈
Brian is a smart guy, and it doesn't hurt that he spent serving his country as a US Marine. These past few years he's been growing a fantastic community of Multifamily Operators and Syndicators.
Brian describes his exit from the Marines, and how he overcame his limiting his beliefs in capital raising. He surprised himself and found that he had some seriously good skills in bringing in project funding, all the while he's been growing his educational platform.
Contacts:
https://www.thetribeoftitans.com/
Brian’s Profile
linkedin.com/in/brian-briscoe-445658a
From Brian's Linkedin:
I help people invest in apartment buildings. Director of the Tribe of Titans - multifamily educational community. Podcast host. Co-founder of real estate investing firm Four Oaks Capital. Retired Marine.
I run an educational community designed to help people find partners and learn the business to purchase apartment complexes - the Tribe of Titans.
I provide high-return investment opportunities in apartment buildings for those in my network. Message me to talk about your investing goals and see if we have a product that's right for you!
Every syndicator and capital raiser uses an online platform, and we have the CEO of one of the best capital portals (Groundbreaker) in the business!
Jake tells an engaging story from college and his foray's into hospitality, RE, fundraising, and growing a tech startup. He share's the good, the bad, and the average, and more importantly what he saw for the need to launch Groundbreaker.
Jake is based in Chicago but was in Minneapolis where I am currently located. Good to see the Midwest not getting left behind in the tech startup space.
Contact Info:
Jake’s Profile
linkedin.com/in/jakemarmulstein
Website
- groundbreaker.co (Company Website)
jake@groundbreaker.co
Jake's Linked Profile:
From the Atlanta area, Jake is an entrepreneur and business executive with a variety of experience, including ERP to SaaS, digital marketing to education technology, and hospitality to real estate. He has advised executives of early stage companies, lead operations and finance, product, sales, and customer success efforts.
In his current operating role, Jake is the Founder, President & CEO of the Real Estate Investment Tech SaaS company Groundbreaker Technologies. He made the initial angel investment, completed key hires, established selling, financial and operational systems, lead a Series Seed-round of financing, and continues to grow the company.
Jake received his bachelor's degree from Cornell University, where he emphasized in hospitality and minored in real estate. He studied abroad in Rio de Janeiro and at Cornell was involved in grant writing for grassroots community service organizations while also forming a non-profit peer to peer mentorship organization. Jake has worked abroad in London, Madrid, Rio de Janeiro, and Puerto Rico and has a working proficiency with Spanish and Portuguese.
Anthony brings the goods and shares his strategy for content creation and how that translated into attracting great investors, who show up consistently and enable a highly profitable Real Estate investing machine. Also, he shares many secrets for those starting out, as well as for those later in the process and hiring and onboarding talent.
You'll learn something. Listen now.
Bio:
Anthony Vicino is a best-selling author, real estate investor, and serial entrepreneur committed to helping people maximize their Return on Life.
He is the co-founding partner of Invictus Capital, a multifamily acquisition firm based in Minneapolis, MN with $40m in AUM, that provides busy working professionals with the opportunity to Invest Better.
As the host of the Multifamily Investing Made Simple podcast and author of Passive Investing Made Simple, Anthony firmly believes investing shouldn't be complicated, scary, or overwhelming.
Anthony’s Profile
linkedin.com/in/anthonyvicino
Websites
- invictusmultifamily.com (Company Website)
- anthonyvicino.com (Personal Website)
anthony@invictusmultifamily.com
- AnthonyVicino
Steven Libman is one of the Managing Partners of Integrity Holdings Group. Prior to Integrity, Steven began as a Realtor, and then flipped almost 1,000 properties in the residential real estate space. After getting burnt out in a very transactional, highly taxed business model, IHG moved into the multifamily and self storage space to create passive, tax advantaged income for themselves and their investors.
Steven has contributed and been recognized by a number of different industry publications including Forbes, and the Top 100 in Real Estate. IHG also runs a donor advised fund where it carves out a percentage of company income to create passive income for non profits around the world.
Steven has a B.A. from Boston University.
In his spare time, he focuses on spending time with his wife Grace and 3 children, volunteering at his local church, playing golf, and tennis. A self described foodie and personal growth focused entrepreneur, Steven has a desire to help people reach their own personal and investment goals through any means possible.
Steven’s Profile
linkedin.com/in/stevenlibman
Website
- integrityhg.com (Company Website)
stevenlibman1@gmail.com
Travis is a man of success, having worked in technology for over 2 decades.
His most recent ventures are into multifamily Real Estate investing and being part of a Crypto Mining Fund.
Travis walks us through his background in tech, his RE journey from Single Family to Multifamily, his education in the commercial real estate space, capital raising techniques and mindset, and finally wraps it all up with some fascinating discussions and nuggets about crypto!
Travis’ Profile
linkedin.com/in/travis-gibson-63a949192
Website
- freemanequity.com (Company Website)
travis@freemanequity.com
- FreemanEquity
Neil shares an amazing mental journey from skeptical NY City Police Officer & Fireman to deeply investing time and resources to join one of the top performing multifamily mentorship programs in the US - one that is built on a community of deep trust and close teamwork.
You'll love his story of transformation and growth, and he shares some Multifamily investing secrets of what he's doing now, and his strategy for his latest investing approach.
His success in the education, volunteering and investing space will be a must listen, and be sure to check out his website below!
Website:
BulMacProperties.com
Social Media
linkedin.com/in/neil-schoepp-b354a4134
Bio:
Neil has always been committed to helping others. He served as a police officer
for the City of New York and then as a Fireman. In 2004 he was promoted to
Lieutenant and was in charge of an Engine Company in the South Bronx. Neil
co-founded Kids Play Today a preschool which has grown to be the largest in the
county. He regularly volunteers his time with Habitat for Humanity, building homes
for those in need. In his spare time he enjoys wood turning and fishing with his two
children and wife. Neil presently owns 53 Multifamily doors. Neil is a past president of Pike County R.E.I.A. which he founded to teach others the reason real estate is the best tool to use when creating wealth.
Bernard Reisz is our in-house wiz at using retirement accounts in syndications, funds, and other investments. His mission to you as an investor is to be EMPOWERED with clarity, certitude, & control.
His team is not just selling paper and contracts, but have the expertise and knowledge to ensure full compliance
Email
bernard@resurefinancial.com
He has a fantastic educational platform as well, see connection inks below.
- members.resurefinancial.com/ (Company Website)
- resurefinancial.com/ (Company Website)
- bbb.org/us/ny/new-york/profile/tax-consultant/resure-llc-0121-170719 (BBB A+ Profile & Reviews)
From his Linked Profile:
*Are You a Real Estate Investor? Be EMPOWERED with clarity, certitude, & control. Join the ReSure Financial Investor Education Space for Next Level tax, legal & financial education: https://members.resurefinancial.com/
For podcast episodes: https://www.resurefinancial.com/checkbook-control-retirement-learning-center/self-directed-financial-podcasts/
My goal is to empower you to optimize your finances and investing through the strategic use of tax, legal, & financial tools.
https://www.resurefinancial.com/self-directed-retirement-services/: Get direct control of tax-favored funds for real estate equity and debt opportunities using Checkbook Control IRAs, QRPs, Solo 401(k)s
https://www.resurefinancial.com/resure-1031-exchange-services/: Streamlined 1031 Qualified Intermediary Services, using smart tech & delivering expert personal assistance
AgentFinancial.com: Tax, entity, and financial services for real estate professionals, including 1031 & 453 advisory services, for real estate agents, real estate investors, and mortgage brokers. An integrated approach to tax and financial planning for real estate pros, focusing on their unique profiles and opportunities.
Prior to founding ReSure, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence. Bernard advised owners of closely-held middle-market companies on advanced tax mitigation strategies.
As a guest on numerous financial, tax, real estate, and legal forums I deliver straight-talk and unique insight. Many of these are accessible at: https://www.resurefinancial.com/checkbook-control-retirement-learning-center/self-directed-financial-podcasts/
Want to connect? https://members.resurefinancial.com/*
Zak has more financial credentials than a room full of CPAs. His knowledge is asset management, tax strategies, and too many financial related products to list here. You'll want to listen to his incredible tax strategies, which could potentially save you thousands on your tax bills.
He boasts Credentials: IAR, Investment, Insurance, Real Estate
certifications, Wealth Management Specialist (WMS), Certified Asset Protection Planner (CAPP), Certified Wealth Preservation Planner (CWPP) CWPP). Due to his exceptional experience and numerous certifications and transactional experience his investors stand to benefit with exponential returns with virtually zero risk.
Courtesy of His Profile Page:
Mr. Shaik is President and Chief Investment Officer of Portal Capital Management, LLC. He has been actively involved in financial services, asset based lending, and real estate investment banking for over 30 years. For the past 20 years, he has operated Progressive Equity Partners, LLC, a private equity firm advising commercial real estate owners and developers regarding debt restructuring, property dispositions and debt financing alternatives. Has represented numerous private investors as a placement agent in a variety of asset based lending transactions involving real estate and corporate assets. He formed Portal Capital management upon recognizing a huge void in the Asset Basedlending markets, for short to mid term catalytic financing on performing and non performing debt.
This provides an opportunity for Real estate and Corporate Creditors such as banks and other hedgefunds to dispose of their performing and non performing assets through privately negotiated transactions to exit undesired financial obligations. Mr. Shaik developed a network of over 2500 finance and real estate professionals as well as a handful of international correspondents who also serve on Portal Capital Mgt’s advisory board. Through this
network a consistent flow of quality transactions of over $100 MM are exposed for his attention.
Additionally he brings a wealth of knowledge from operating his Independent Fiduciary Private Wealth management firm Sabur PWM that affords him a broader specialization in: ZERO Capital gains tax w/o 1031 Exchange, Income & Estate tax mitigation, 3 rd party Lawsuit and creditor protection, Tax FREE Business succession planning, Risk mgt / Insurance strategies just to name a few. A strong reputation with a successful career built over 30 years one client at a time. Families, Charitable organizations and business owners with $5 Million to more than $100 Million in net worth have consulted Mr. Shaik for Estate, Investment,
Corporate retirement and Business succession planning advice. He believes “Just as humans are holistic beings so should their financial portfolios be treated!”. To promote that message he educates clients nationwide on available options as a Fiduciary, (with the help of his team of tax, legal and estate planning profession als) to achieve favorable and preferred outcomes.
Ed is the man! His ideas are proven by years of experience in raising capital working with some of the largest institutions in the world.
Edmund’s Profile
linkedin.com/in/edmundchien
Website
- edmundchien.com/ (Company Website)
echien@flowcapadvisory.com
- EdmundChien
Bio: (Courtesy of Ed's LI Profile)
Do you struggle with finding enough qualified prospects? The number one reason why most business fail is because they don't generate enough sales.
I help real estate investment professionals drastically increase their prospecting and sales without being pushy.
I'm a retired private equity executive with over 15 years of experience raising capital from high net worth investor. I coach anyone looking to connect with accredited investors up to and including managers of a family office. I have also worked with numerous companies in construction, automotive, luxury fashion, mental health, retail art and currently mentor senior commanders (O5+) in all four branches of the US military.
Ariel Diaz share his story from the great state of Florida, and his fantastic journey over the past 20 years in the Real Estate Industry.
He Details his journey from single family to large commercial and finally his forays into the fund space, using SPVs. We end up talking details on his strategy and how he leverages SPVs, and the derisking to his investors.
Guest Bio:
Ariel O. Diaz, CCIM is the Managing Principal of Trajan Capital LLC and CEO of Trajan Commercial Real Estate Inc. He and his wife, Claudia oversee the day-to-day operations of their family-owned commercial real estate investment and consulting firm based in Miami, FL.
He graduated from Barry University and has been practicing real estate for over 20 years, specializing in commercial investment property analysis. He enjoys assisting clients to acquire, renovate, operate, and sell income producing real estate. He is constantly researching and exploring nationwide opportunities to assist in the financial goals of his clientele. He is driven to assist his clients in accumulating and preserving their wealth by structuring equity partnerships to go after larger real estate projects. As an investor himself, he creates opportunities that he shares with his clients so that anyone can participate in high quality assets, that outperform the overall market.
Mr. Diaz has raised capital, managed renovation projects, and provided property managing services. As a consultant, he has advised and array of clientele utilizing his strategies to execute the sale of millions of dollars in commercial real estate, including multifamily, industrial, medical/professional buildings and commercial development.
Ariel has achieved the distinguished Certified Commercial Investment Member (CCIM) designation, which only six percent of all real estate practitioners across the globe have the privilege of holding. He serves on the CCIM Miami Dade/Monroe District Board of Directors.