The REI Concierge Podcast: Recent Episodes
The REI Concierge - Lisa Tilstra & Tim Robinson
The REI Concierge helps Americans living abroad find and buy great investment properties in the US.From analyzing markets to finding local partners to closing your first deal, we’re partnered with you every step of the way.In this podcast we share our experiences, talk with experts in the field, explore options for real estate investing, and have fun talking about a topic we love!
Tim and Lisa bring you the final episode of Season 9. It's been a fun few months of sharing and talking with fabulous guests! Thanks for joining us on the journey!!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Lisa and Jean are thrilled to talk with Gabe Whitmer, Mortgage Banker at FirstBank of Tennessee.
A great conversation covering the economy, markets, emotions, interest rates, and more!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Jean are thrilled to talk again with Gina Shumway of Chattanooga, TN! Gina and her team at T&G Homes are ready to help investors find their next property!
T & G Homes: https://tghomeschatt.com/
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Adrienne Green gives us some amazing updates onher life and businesses. She also shares brilliant insights into how to run your RE investing as a true business, incorporating virtual assistants into your business and life, and finding systems that make everything run more smoothly!
Ways to connect with Adrienne:
- https://adriennegreen.com/
- https://workergenix.com/
- Courses: https://adriennegreen.com/courses/
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa share updates from their recent adventures -- Tim on his bike from Pittsburgh to DC, and Lisa with her paragliding in France! Plus they talk about the global state of speculative possibilities (i.e. none of us have a clue what's coming down the road!). How does this impact our RE investing. Talking with people like Property Managers who are local in their markets and also local bankers is a great strategy to understand the realities of markets. Remember that RE is LOCAL! We have to stay in touch with those who know the realities of the local market. Also, it's really never too late to get started in real estate even though it certainly can feel like you've missed the boat. Listen in if you want to be encouraged to get started or just keep on keeping on!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa bring you this amazing conversation with Denise Gerrity today! Denise is an amazing RE adventurer and you will love hearing her stories! She doesn't shy away from a challenge and setbacks are just an obstacle to figure out how to get around. You'll be inspired to stay committed to the path of your own investing adventure.
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tiim and Lisa talk about the current market and world unknowns. We discuss a model of resilience developed by Dr. Linda Hoopes, Prosilience.
Overall, it's about actively learning skills to help us manage the unexpected, the volatile, the ambiguous, the disruptions (aka life!).
Learn more about Linda and Prosilience here.
Prosilience (the book)
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are so excited to share this conversation with Barbara DeLeo. Barbara is a fellow foreign service member and has been on an incredible journey of buying houses that need lots of work and transforming them into beautiful homes. You'll be so inspired by her tenacity and grit.
Thanks for joining us today!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Jean talk with Jessica Whatley, the CEO of Northside Neighborhood House in Chattanooga TN.
Northside Neighborhood House has been serving Chattanooga for over 100 years to promote the independence of residents north of the river by providing a hand up through education and assistance.
Since 1924, the Northside Neighborhood House has focused on empowering residents north of the Tennessee River to create thriving communities across northern Hamilton County. From ensuring individuals are housed with working utilities to supporting students in achieving academic success, the NNH focuses on creating relationships and connecting individuals to supports that aid them in creating stability for themselves and their families. Our ability to address the varying needs of our neighbors positions us to provide a holistic support approach for individuals at all ages and stages of life.
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are excited to be back with Season 9 of The REI Concierge Podcast! We are slightly behind schedule, but we keep moving forward, just as we do with our RE investment portfolios! Don't let the setbacks throw you completely off course!
Reach out if you'd like to be a guest this season and share your RE investing stories!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Believe it or not, we are wrapping up Season 8! Tim, Lisa, and Jean talk about the year in review, strategies to keep on track as they are coming to the end of the year, and ways to get focused and created a plan for 2025.
We came away with one really value nugget: Have a plan. Be agile with your plan.
How do you wrap up your year and prepare for the new one? We'd love to hear your thoughts and ideas!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa talk through the current slowness for many RE investors. With interest rates on the rise again, it's difficult to make any moves. This is a great time to return to the foundation, or as we like to say, The Why, The How, and The Risk.
Listen in and review your foundation for investing!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are experimenting and have some fun today using Notebook LLM to create a podcast within the podcast -- all generated and performed by AI. It's pretty crazy and cool. Let us know your thoughts! We are biased, but we think it's not good enough to replace us yet! :)
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Lisa and Tim talk with Eddie Duncan, Senior Business Loan Consultant with First Financial.
Email Eddie: Edward.Duncan@ffcash.com
First Financial Website: https://www.ffcash.com/
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are excited to share this episode with you wehre we talk with Greg Mohr, a Franchise Consultant and the Founder of Franchise Maven.
While this veers a bit off the RE investing track, it's a super interesting parallel business idea, especially with the home service industry!
Listen in and see what you think!
Greg's website: https://www.franchisemaven.com/
Email: greg@franchisemaven.com
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are so happy to share this conversation with Felipe Lecaros! Felipe is a long-time client of The REI Concierge. He shares his story of getting started in real estate investing and how he has grown his portfolio, expanded his horizons, and is now helping others invest!
Learn more at Growing Assetz: https://www.growingassetz.com/
Learn about Felipe and Silvia's non-profit, Notes for Growth: https://www.notesforgrowth.org/
Listen to Felipe's wife, Silvia, on the Make Life Less Difficult podcast here.
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Gabe Whitmer, Mortgage Lender with First Bank of Tennessee, joins us for another conversation about mortgage rates, refinancing, and more!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim, Lisa, and Jean share updates on each of their portfolios on this episode! We believe strongly in sharing directly, honestly, and without sugar-coating the challenges, because there will always be challenges along the way. It's so much better to know you aren't alone when you face them.
Let's continue to share stories and support one another in our real estate investing journeys!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are super excited to be back with Season 8!
Lots to talk about over the coming months!
Thanks for being here!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are so grateful to bring you this Season 7 Finale! What a great season it's been. Thank you to all our guests and listeners. We'll be taking a break and will be back with Season 8 later in September!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Lisa and Jean talk to Dan Gough, Insurance Producer, in this week's episode. We pepper him with questions and still have more! This is a super interesting conversation to learn about the insurance industry, things to keep in mind as a landlord, and more!
Learn more about Dan here.
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa talk with Coby Lefkowitz this week! Coby is an Urbanist and Developer with inspiring and optimistic ideas about the housing issues going on in the U.S.
This is a super interesteing and inspiring conversation and we hope you enjoy it!
Coby's website: https://cobylefkowitz.com/
Article: Why small developers are getting squeezed out of the housing market
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa get a chance to talk with Jake Hoppe, Managing Partner of Hoppe Development, based in Lincoln Nebraska.
This is a fascinating look at how developers can focus on providing affordable housing while also having a viable and thriving business.
Learn more about Hoppe Development: https://www.hoppedevelopment.com/
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are excited to share this conversation with Liz Nowlin of MidSouth Home Buyers!
Learn all about their turnkey process, the Memphis and Little Rock markets, and more!
Visit their website: https://midsouthhomebuyers.com/
Tell them you heard about them on The REI Concierge Podcast!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are always excited to talk with Gabe Whitmer of First Bank of Tennessee. Gabe joins us for lending updates and we talk through some affordable housing ideas, including lending options, considerations for including affordable rental units in our portfolios and more!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
In today's episode Lisa and Tim introduce their exploration to better understand the housing shortage and housing affordability challenges. They share why this matters to them and encourage others to think about it as well. Upcoming guests will include professionals who are focused on these issues so we can learn as much as possible. Through it all we'll be looking for opportunities!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are excited to share this conversation with you! Tyson Schuetze and Brent Voepel have joined forces to bring clients better services in Kansas City and beyond!
Tyson is the Founder and CEO of Auben Realty and the Founder and Managing Partner of Auben Capital Partners. Auben Realty provides property management services in the Southeast and Midwest.
Lots to enjoy in this conversation!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Jean talk with Andy Gurczak of AllCity Adjusting and learn about processing property insurance claims.
AllCity Public Adjusting is a family-owned claims company. Learn more here.
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Jean have read Shift by Gary Keller, the founder of Keller-Williams! They share their insights, perspectives, take-aways, and more on this episode!
This is the second in a mini-series we are doing where we review a specific book. If you have a book recommendation, let us know! Or reach out to join us in the conversation about a book!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Today Tim and Jean talk with Joseph Flannery, the Founder and CEO of SELFi, and hte head of mortgage for Radius.
Joseph wasn't happy with how his clients were being treated as "numbers" so he decided to take action and so he started his own lending business. His goal: be true to his clients and give them the best experience possible!
If you'd like to connect with Joseph, you can reach him at joseph.flannery@selfi.com
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa talk today with Gina Shumway, the new owner of The Auburndale Group in Chattanooga TN!
Gina has a fantastic story of getting into real estate investing while working as a nurse practitioner. Then becoming a RE Agent, and next, buying The Auburndale Group!
She and her team are on a mission to help investors be successful in Chattanooga!
More about Gina here: https://auburndalegroup.com/
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are excited to talk with Tyler Weerden.
Tyler is a financial planner and the owner of Layered Financial, a Registered Investment Advisory firm. In addition to being a financial planner, Tyler is a full-time federal agent with 14 years of law enforcement experience. He holds a Bachelor of Science degree, a Master of Science degree, the Series 65 license, and is a Certified Fraud Examiner (CFE). Tyler is the sole Investment Adviser Representative at Layered Financial.
Prior to becoming a federal agent, Tyler served as a state trooper, local police officer, and was a member of the U.S. Army National Guard. He has served in both domestic and overseas Foreign Service assignments. Tyler has experience with local, state, and federal pension systems, 457(b) Deferred Compensation, the federal Thrift Savings Plan (TSP), Individual Retirement Arrangements (IRAs), Health Savings Accounts (HSAs), and various investment options to include rental real estate.
Connect with Tyler: https://www.layeredfinancial.com/
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
In today's episode, Lisa and Jean talk about the book, The Gap and the Gain: The High Achiever's Guide to Happiness, Confidence, and Success, by Dan Sullivan.
This is a new format we are trying out in Season 7 where we explore and discuss a book, sharing the highlights and our insights and takeaways.
Let us know what you think and send over future book recommendations!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa talk with Blake Dailey about investing in Boutique Hotels!
Blake's story is inspiring and incredible as he has bought, renovated, and sold 4 hotels and is working on the 6th renovation project now on a hotel in the Smoky Mountains.
Lots of great stories and ideas in our conversation! We think you'll love it!
Connect with Blake on IG: https://www.instagram.com/blakejdailey/
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa share updates on what is working for them and their real estate portfolios. There's a lot of noise out there, so it's crucial to know yourself, find your path, keep learning, and adjust along the way!
Jump in and let us know what you think!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are stoked to talk with Wes Thompson again today! Wes is an experienced investor who is not afraid to ask anyone anything! And if he gets a "no", he brilliantly moves on and keeps searching for what's next.
Listen in and be inspired!!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
We're happy to share this conversation with Adam Gower of GowerCrowd. Adam has decades of experience in real estate and has experienced many different market conditions. Today he helps investors scale big by creating platforms for raising funds with enormous success.
Check out the links below to learn more.
Website: https://gowercrowd.com/
Podcast/YouTube: https://gowercrowd.com/podcast
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Charles Carillo joins Tim and Lisa to share about Harborside Partners, a private equite firm that give people the opportunity for passive investments.
Tim and I also have had the privilege of being on Charles's podcast, Global Investors.
Check out all the links below!
Podcast: https://harborsidepartners.com/commercial-real-estate-podcast/
Website: https://harborsidepartners.com/
Instagram: https://www.instagram.com/harborsidepartners/
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are always delighted to talk with Mortgage Banker, Gabe Whitmer, of FirstBank of Tennessee.
Gabe and his team can now do DSCR Loans! We talk about what these are and how they can help you build your RE portfolio.
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are thrilled to start off a brand new season of podcasting!!! Welcome to Season 7!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa wrap up Season 6 of The REI Concierge Podcast, as well as 2023!
It's been a great season and we are already looking forward to Season 7, which will start releasing in late January/early February.
2024 is a year of opportunity, discovery and creation! Let us know how we can support you in the new year!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are excited to talk with Andrew Austin today. Andrew is a broker in Chattanooga, and deals largely in commercial properties. He's got a great approach that he has nicknamed "guerilla" real estate.
You'll enjoy hearing his story and learning about opportunities to stretch from residential to commercial investing.
If you'd like to connect with Andrew, his email is andrew@austincos.com or find him on LinkedIn.
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim hosts solo today and has a fantastic conversation with Danny Cole of Spartan Invest!
Listen in to learn more about the Birmingham, Huntsville, and Chattanooga markets. Danny also shares a special end of the year offer they have with 30 year rates at 5.99% and property management fees at 3%.
Might be worth checking it out!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa chat about updates and trends that are popping up these days. Folks in the RE world are searching out business, meaning it could be a good time to talk, learn, get to know lenders and others, and perhaps even find a deal!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa wish you a Happy Thanksgiving! They take a few minutes in this episode of reflect on what they are grateful for.
What are you grateful for this time of year? Developing a practice of gratitude is a practical strategy for staying the course during challenging times.
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa believe preparing for the end of the year before it's here is a great strategy to embrace! If you've fallen behind on record-keeping in 2023, take some time in November to catch up. Even if you don't get it all done, it'll make it easier on yourself as you prepare for the upcoming new year and tax season.
What strategies do you have for organizing your end of year?
Reach out and let us know!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Today, Tim and Lisa are joined by Chris Lengquist, Broker and Owner of Ad Astra Realty, Inc., in Kansas City. Chris has a long list of additional titles including being a Keller-Williams Agent, Trainer, Coach, and more with decades of experience in real estate and RE investing.
He shares some stories of how he got started in RE, what principles he built Ad Astra on, insights into the Kansas City market, and more!
Enjoy the show!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are thrilled to have Tanya Salseth back on the show! It's been too long and we really enjoy catching up with Tanya and telling horror stories since we recorded on Halloween.
Enjoy the show and let us know if you have questions or suggestions!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are sharing all about transitions this week!
Listen in to hear their strategies and insights on how best to approach the plethora of transitions that are part of owning real estate, plus life in general!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Lisa and Jean catch up on today's episode. Jean is making some adjustments to her portofolio and we discuss the events that have led to that decision.
Not everything turns out exactly as hoped. That's part of the process and journey of a long-term real estate investor.
Staying adaptable, taking note of lessons learned at every turn, and remembering to zoom out are all strategies to help along the way.
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim & Lisa share updates of their portfolios including some challenging aspects. We continue to believe that sharing the highs and lows helps other investors better plan for their investment journeys and mitigate risk.
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Jean are thrilled to sit down with Gabe Whitmer, Mortgage Lender, of First Bank of Tennessee, again!
Gabe, thank you for your continued support of our podcast, sharing your perspectives and reflections, and continuing to provide valuable services for clients from all around the globe!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are excited to launch Season 6 of The REI Concierge Podcast!
Lots of great guests coming up, lots of great discussions about the RE investing world and more.
Thanks for joining us on the journey!
Tim and Lisa are bringing you the closing scenes of The REI Concierge Podcast, Season 5 today!
What a great time we've had with all our guests and we are SO appreciative of all our listeners! Thanks for following along, giving us feedback, sharing your insights, and more.
We are already looking forward to Season 6 which will be starting in mid-September 2023.
Until then, Happy Real Estate Adventures!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are talking with Lydia La Motta, the Director of Engagement for Flock DC. She's sharing details on the recent policy changes around the Housing Voucher Program.
These changes impact landlords and investors because the amount of rent that can be asked of the units for Housing Voucher recipients has been decreased, in some cases, significantly. It also puts the housing voucher recipients at an unfortunate disadvantage, as landlords have less incentive to jump through all the hoops to get their properties qualified for the program.
Connect with Lydia/Flock/Nest DC:
- https://www.nest-dc.com/
- https://flock-dc.com/
- https://www.linkedin.com/in/delamotta
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Jean are talking with Franco Perez this week!
Franco is doing amazing work in San Jose, California, to create affordable housing. He's building modern mobile homes to help address the housing shortage. There's so much to learn and many opportunities here.
Learn more at Franco Mobile Homes.
Franco's YouTube Channel.
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are excited about talking with Toby Mathis, Tax Attorney, RE Investor, and Founding Partner of Anderson Advisors.
Toby has all kinds of great knowledge to share about how to maximize the benefits of RE investments from a tax perspective. We talk about cost segregation studies, what it means to be a real estate professional, and other important considerations about taxes.
Connect with Toby and Anderson Advisors here
- YouTube
- Website
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Today, Tim and Lisa have a conversation with Scott Krone, the founder of CODA Management Group, and One Stop Self Storage.
Listen and hear how people are using this technique for investment opportunities!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are super excited to bring you this centennial episode of The REI Concierge Podcast! 100 episodes! Woohoo!
We are so grateful to you, our listeners and followers. We wouldn't be on this journey without you!
Today we share some updates, reflect on various surprises related to our properties, and look at some details around a renovation Lisa is working on.
Enjoy the show, share it with 100 friends, and THANK YOU for being part of The REI Concierge!
Tim and Lisa are so happy to have Gabe Whitmer back on the podcast! We've plied him with questions about the banking industry's response to the recent bank failures. What should this mean to investors? What should we do to take precautions? Will there be less loans provided in the future? Does this only affect commercial lending?
So many questions!
We hope you enjoy this conversation and please feel free to follow up with questions of your own that we can find experts to answer!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Jean are talking with Meital May on today's episode!
Meital happens to be the spouse of James May who has been a guest on the podcast. She started her own unique business of designing AirBnB properties with decor that sets them apart and gives the guests an experience they will remember!
Here are some links we talked about:
https://scentsail.com/
Use code: REI40 for 40% off for your listeners.
Using this link will put the code in the cart-https://scentsail.com/discount/REI40
https://easybreezybnb.com/ Connect with Meital:
Cellphone: (214) 432 0574
Email: meitalmay@gmail.com
Facebook: Meital May
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa have part 2 of a conversation with John Clark Jr.! John's the owner of Solution Providers and he's the Lead Loan Strategist.
We talk about the nonconventional side of lending and just barely scrape the surface, so we'll be having John back on for more soon!
Solution Providers website
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are back with deep thoughts on core values and variety in investing.
Join us for this thought-provoking chat and see what comes to mind for you. If you are interested in learning more about your personal core values and how they impact your journey as a real estate investor, reach out!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are thrilled to talk with John Clark Jr. today! John's the owner of Solution Providers and he's the Lead Loan Strategist.
We talk about the nonconventional side of lending and just barely scrape the surface, so we'll be having John back on for more soon!
Solution Providers website
Tim and Jean are hosting today and have Gabe Whitmer back on for all things lending!
Gabe shares updates on the market, rates, and more.
We always appreciate Gabe's perspective and insight and think you will as well!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are joined by James May, co-founder of Passport REI, and a returning podcast guest!
We talk with James about large multi-family investments, typically known as syndications. He does a great job explaining the various aspects, team members, and how investors can get involved.
Be sure to visit his website for more information!
Passport REI website
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa and Jean are together today to talk through updates and continued fluctuations in the real estate markets and investing journey.
Despite high interest rates and market fluctuations, there are still properties to be found. Continuing to run numbers and explore markets is valuable! You never know what you might find!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are absolutely thrilled to have Wes Thompson back on the show to share about his continued journey of RE investing. He's jumped in the deep end and his passion and enthusiasm are contagious!
Thank you, Wes, for sharing your stories and wisdom!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are back with a fun and unexpected conversation as their scheduled guest couldn't make it. But have no fear, there's much to cover in today's conversation!
We talk the complexity of taxes, perspectives on affordability, taking a "10,000 year view" and maintaining a creative, innovative outlook in the midst of stressful times.
Thanks so much for listening!
This week Lisa and Jean talk about practical steps for planning toward your next investment. It's easy to dismiss things that seem so basic, but going back to the basics is a fantastic way to stay focused and remember your overall "why" and goals.
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are back today with wisdom, laughter, and jet lag! Join us as we talk about MindSpace -- how our brains seek out a simple story and when that might not actually serve us well, how our emotions are involved with the investment journey, and the complexities of what makes the market tick.
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are talking with Liz Conrad today. Liz is a former EFM (eligible family member in the Foreign Service) and Senior Loan Officer with George Mason Mortgage.
Liz joins us to talk through financing and lending considerations as well as less conventional loan options such as portfolio lending.
Learn more about Liz here.
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are thrilled to talk with Elliot Tan today! Elliot was a professional basketball player in Taiwan when he bought his first rental property back in the US. Since then, he's retired from basketball and is in the midst of multiple flipping projects!
His story is fantastic and we believe you'll be inspired in so many ways!
If you are interested in connecting with Elliot and learning more about his projects, reach out to info@thereiconcierge.com.
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are thrilled to talk with Avery Carl of The Short Term Shop and Bigger Pockets. Avery is a successful investor in both long term and short term rentals but has really made her mark on the REI world with short term rental education and guidance.
Find out more at The Short Term Shop.
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are excited to share our conversation with Kevin Brenner of Active Duty Passive Income (ADPI)!
Kevin has a great story of investing and growing his portfolio and getting involved with ADPI.
ADPI is an amazing community of investors associated with the US Military. They have many opportunities to get involved, learn, connect, collaborate, and explore.
Learn more here.
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are excited to be back with you for Season 5 of The REI Concierge Podcast!
We've missed our weekly connections and have a great season planned for you.
As always, reach out with any questions, comments, suggestions, or to be on the podcast!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa wrap up Season 4 and 2022 with reflections on the year, some goals for 2023, and extra special "seasoning"!
Thanks for joining us for the journey!!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are thrilled to talk again with Gabe Whitmer, Mortgage Banker, with FirstBank of Tennessee.
Gabe shares updates on rates, ways to decide if it's a good time to buy or not, and more wisdom to keep you focused and moving forward in your investment journey.
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Lisa and Tim are excited to have Matt Shedd joining today.
Matt is a retired Foreign Service Officer who has strategically built his real estate investing portfolio over the years to supplement his retirement.
Matt and his wife have been conservative investors with great success! He's got a LOT of wisdom to share and lessons learned with his journey!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim & Lisa discuss perspectives on rents - are they rising, falling? Should I be concerned? Should I raise rents? Keep them the same? Lower them?
We explore various ways to create margin in your portfolio during these times of uncertainty and ambiguity. Each investor must find what works for them and remember to find what allows them to keep sleeping soundly!!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Hey there! Tim and Jean share great tips today about organizing yourself for the year's end, which is nearly upon us!
Listen in, get some ideas, add your own and decrease your stress when it comes time for taxes!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Lisa and Tim talk through the serendipitous experience around Lisa's latest purchase in Tennessee.
Real estate has so many surprises along the way, no matter how long you've been in the game. Sometimes the surprises are frustrating (hello new HVAC I wasn't expecting to replace for years...) but sometimes they are amazing opportunities that come at us out of the blue! Or out of the woods in this case!
Enjoy the stories and reach out if you want support on your RE investing journey.
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are excited to welcome Tanya Salseth back to the podcast!
Tanya has many exciting business updates including building an entire team of RE agents through Stateside Residential and buying a Property Management company!
Tanya also has amazing wisdom about the current market conditions and to stay sane during stressful times.
Visit Stateside Residential's website
Visit All County NOVA Property Management website
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Today, Tim and Lisa share updates of the crazy and sometimes frustrating journey of getting a property to closing. Numerous obstacles can surprise us during this process. Staying calm and patient throughout the journey is a challenge but important to work toward!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Today, Jean and Lisa talk with David Stein of Money for the Rest of Us. We think David has an incredible amount of wisdom and hope you'll really enjoy this episode!
About David:
For close to two decades David advised and managed assets for institutions and financial planners. He was Chief Investment Strategist and Chief Portfolio Strategist at FEG Investment Advisors, a $15 billion investment advisory firm, where he co-headed the 21-person research group.
David co-founded the firm’s $2.2 billion asset management division where he developed its investment philosophy and process and was the lead portfolio manager.
David perfected his teaching style as an investment consultant to numerous not-for-profit institutions where he assisted the board and staff in overseeing billions of dollars in endowment assets. His former institutional clients include The Texas A&M University System, the University of Puget Sound, and the Sierra Club Foundation.
He have extensive public speaking experience including at corporate events for iShares, Morningstar, TDAmeritrade, and others.
He now uses the investment insights and tools he learned and developed as an institutional investment advisor to help individuals save and invest for retirement.
Money for the Rest of Us Podcast
Tim and Lisa get to talk with Rod Khleif today!
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 Host of the Top-Ranked iTunes Real Estate Podcast which has been downloaded more than 13,000,000 times – “The Lifetime Cash Flow Through Real Estate Investing Podcast.” Rod is the author of the #1 best selling book “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 120,000 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.
Connect with Rod:
- Website
- Courses
- Podcast
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
We're back with some thoughts on mindset/headspace, emotional freedom, and some other fun topics, such as scary movies!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Today, Tim and Lisa talk with Matt Spaulding, a Foreign Service Officer, who has built an amazing RE investment portfolio over the past few years.
Listen to Matt's story, be inspired, learn valuable lessons, and take some notes for your own journey!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim & Lisa are so excited to be back with SEASON 4!
Thanks for being part of the journey with us! We've got all sorts of great things in store for this season.
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim, Lisa, and Jean wrap up season 3 of The REI Concierge Podcast! And Jean's cat joins us for a little sound disruption! :)
What a great season it's been and a great first half of 2022! We can't wait to be back for Season 4 in mid to late September.
Thank you so much to all our amazing listeners!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim & Lisa are thrilled to talk with Gabe Whitmer, Mortgage Banker at First Bank of Tennessee again!
Gabe joins us quarterly for updates on lending, rates, and what the market looks like from the mortgage perspective.
We talk in detail about Adjustable Rate Mortgages, known as ARMs, and the pros and cons. We discuss the continued importance of finding the right properties and buying at the right time -- and the right time is unique to each one of us!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa share updates on their RE journeys, discuss insights from author Morgan Housel (The Psychology of Money), and reflect on current trends (if anything can be called a trend these days since it's all changing so fast!).
Listen in and leave a review!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim & Lisa are thrilled to share this conversation with Foreign Service Officer, Eric Maldonado.
Eric has recently begun intentionally expanding his RE investing portfolio and shares his journey with us. After owning a condo in Miami for 25 years, Eric decided to take the next step. He shares how he got interested in RE, the realization that he could invest while living and working in Sydney, Australia, and how he & his husband have managed the challenges that come with investing from afar!
"When in doubt, zoom out," are Eric's words of wisdom that stay with us after having this conversation! Eric claims he heard that wisdom from someone else, but we'll attribute it to him forever more!
We believe in the power of the small and mighty RE investor and love sharing stories like Eric's. Reach out if you are willing to share your RE investing story with us!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa talk with Lydia La Motta, Director of Engagement at Flock. Lydia tells us all about the Flock Family of Companies in the Washington DC area.
Flock includes Nest, a Boutique Property Management Company that focuses exclusively on Washington DC.
See a full list of the Flock Family here!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are thrilled to have Scott Sweitzer back on the podcast!
Last time, Scott helped us understand closings and title attorneys. Check out Episode 44 if you haven't yet heard it.
This episode, we ask Scott to explain the basics of Estate Planning and setting up Trusts. We really zeroed in on the foundation to help those of us who know the words "Estate Planning" and "Trusts" but don't really know how it works, or what we should do about it.
This is very practical and we hope it'll be useful for all!
Scott's websites:
- Prime Settlement
- Prime Estate Planning
Connect with Scott:
LinkedIn: https://www.linkedin.com/in/scott-sweitzer-6a30135
LinkedIn: https://www.linkedin.com/company/prime-settlement-inc
LinkedIn: https://www.linkedin.com/company/prime-estate-planning
Instagram: www.instagram.com/primeestateplanning
Instagram: www.instagram.com/primesettlement
Facebook: www.facebook.com/PrimeSettlement
Facebook: www.facebook.com/PrimeEstatePlanning
Connect with Tim and Lisa:
Schedule a call with Tim
Schedule a call with Lisa
Learn more at thereiconcierge.com
Tim and Lisa discuss the signs of a market that's settling down a bit. Lots to consider during this continued time of flux and transition.
Keep in mind your options, be patient, don't panic. This and more during our conversation today!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
This week Tim, Lisa, & Jean chat about updates in their portfolios and RE investing journeys.
We can learn a lot from each other, hearing various strategies, identifying what we like or don't like, and getting new ideas!
Enjoy the show and let us know if we can support you in your own journey!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa talk with David Dodge, a real estate investor from St. Louis, Missouri.
David Dodge is a St. Louis Real Estate Investor with over 18 years of experience. He first started investing in Real Estate when he was in college, at the age of 20 while attending the University of Missouri-Columbia. David specializes in Wholesaling Real Estate as well as using The BRRRR Method to acquire Rental Properties with NONE of his own money! He also LOVES teaching others how easy it is to learn how they too can wholesale Real Estate for huge profits & how they can use OPM to buy rental properties! David and his team have wholesaled over 750 houses to date and his company “House Sold Easy” averages about 5-10 wholesales a month. David also loves to fix-and-flip properties as well as add properties to his rental portfolio. David has over 90 rentals currently (over 20K in Cashflow) and he has a goal to take his rental portfolio to over 200 properties in the next 24 months.
David is the Author of 3 books: “The Ultimate Guide to Wholesale Real Estate”, “The BRRRR Method” & “The 3 Pillars of Wholesaling Real Estate”. His podcast “Discount Property Investor” teaches people all about wholesaling real estate as well as tons of tips and tricks about marketing, landlording, rehabbing, and utilizing The BRRRR Method and now he is the newest Host & Coach over on the Wholesaling Inc Podcast too!
Connect with David:
- Website
- Instragram: @DavidAlanDodge
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa are delighted to have Chad Carson back on the podcast!
If you missed it, Chad first came and talked with us in Season 2, Episode 30.
Chad is the author of Retire Early with Real Estate: How smart investing can help you escape the 9-5 grind and do more of what matters. He's a featured contributor on the Bigger Pockets Blog and has been featured on sites and podcasts like MadFientist.com, SideHustleNation.com, 1500days.com, The Radical Personal Finance Podcast with Joshua Sheets, and The Best Real Estate Investing Advice Ever Podcast with Joe Fairless.
How You Can Connect With Chad:
- Contact Me Page (email)
- YouTube
- Linked-In
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Today, Tim and Lisa talk with Investment Banker, Aryeh Sheinbein.
Aryeh has decades of experience as an investment banker, hedge fund manager, entrepreneur, and financial advisor.
More about Aryeh:
"My name is Aryeh Sheinbein. I’m the founder of Results Advisory consulting agency. I’m a trainer, consultant, and strategist that has 21 years of experience helping organizations improve their operations through digital marketing.
I have a Bachelors of Science degree in Finance, I’m a graduate of the Training the Street program (Wall Street Excel Modeling), and have completed countless courses.
I have worked with 10 of the Fortune 500 companies; numerous of them Fortune 100. I have also worked with more than 20 investment management firms that have, in aggregate, over $1 trillion of assets under management.
I have been a board member and advisor to numerous start-ups that have gone public or sold to larger public companies. I am currently on the board of two non-profits.
I understand business and my training has had a direct impact on thousands. I have helped start numerous companies from scratch and assisted large existing businesses to pivot and change major processes.
I have led multiple projects of more than 100 people at a time and managed multiple million dollar budgets. Each instance, I learned things that helped the client or future clients.
You can see my published work in PFM magazine, PEI, E-commerce Momentum podcast, and the Lion’s Den podcast."
Connect with Aryeh:
- www.solutionadvisory.com
- www.insidethelionsdenpodcast.com
- Email: aryeh@resultsdrivenadvisory.com
- 646-239-6168
- Twitter: @aryehsheinbein
- Instagram: @aryehthebusinessman
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Jean discuss how to best manage a renovation project from afar.
These projects can be stressful but they are doable! For others, this conversation will make Turnkey sound even more enticing!
Reach out if you have questions and want some support for managing your renovation project.
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa talk all about Maryland and DC. Lisa interviews Tim about the area, what investors can expect, taxes, landlord laws, and other considerations if you are thinking about investing in the MD/DC area.
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa share wisdom gleaned from Brandon Turner and his book, The Book on Rental Property Investing.
These 4 principles are foundational to avoiding failure:
- Watch your RISK
- EDUCATE yourself
- ANALYZE the numbers
- Work on your BUSINESS more than in it
We talk through these principles and share our own learnings that continue. Remember to reach out with questions! You are not alone!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Lisa and Tim talk with Gabe Whitmer, Mortgage Banker of First Bank of Tennessee.
Gabe is joining us for the third time and we appreciate his insights and updates on rates and perspectives from the Mortgage Banking side of things. Gabe also shares from his own investing experience.
We dig into rate locks during this episode and learn lots about various options.
Overall, Gabe gives us the perspective that worrying about rates is mostly useless. We can't control them. We have to continue to look at the numbers and decide if they work for us or not. Rates will rise and fall. Keep buying when it makes sense, refinance when it makes sense, and let go of the worry and stress!
Thanks for sharing, Gabe!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Tim and Lisa explore how to continue growing and building your investment portfolio during these turbulent times.
While neither Lisa nor Tim are economists, financial advisors, or attorneys, they share their personal opinions and experiences to hopefully add to your conversation about how to diversify your portfolio, hedge against inflation, and keep your wealth growing steadily throughout the ups and downs of time.
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Today, Tim and Lisa talk with Sales Representative, Danny Cole, of Spartan Invest in Birmingham, Alabama.
Danny is a wealth of knowledge on all things Birmingham and the surrounding areas. Spartan Invest is a Turnkey Company with a sister Property Management Company, providing investors a streamline process for buying properties and having them expertly managed.
We plan to do more market deep dives, so let us know what markets you are interested in!
Reach out to us and we'll give you a proper introduction to Danny!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
Today, Tim and Lisa have James Maffuccio on the show!
Jim is the Co-Founder of Aspen Funds. Aspen Funds focuses on helping investors earn high yields every quarter without the built-in volatility of traditional investment options.
Jim Maffuccio has enjoyed a long and successful career in real estate, and has some battle scars to prove it.
Before Jim discovered note investing, he was a thriving real estate developer in southern
California. One of his projects, Traditions, even won a Gold Nugget Award. But the housing crisis brought his success to a screeching halt, teaching him a valuable lesson about market
volatility in the process. After moving to the Midwest, where he flipped houses to put food on
the table for his family, Jim came to a realization: when the market stabilized, the people on the right side of debt would cash in big. In 2009, he began investing in mortgage notes, and three years later, with his investments proving to be secure, consistent, and highly
profitable, he partnered with Bob Fraser to launch Aspen Funds. So far, the business has
purchased over 1,000 loans in more than 30 states and grown to three separate funds in just
over six years.
With Aspen Funds, Jim oversees acquisitions and underwriting as well as relationships with primary sources and key vendors. More importantly, he helps people receive consistently high yields on their investments while helping homeowners stay in their homes, too.
Aspen Funds Website
Invest Like Billionaire Podcast
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
In today's episode Lisa and Jean discuss various transitions in RE investing and the rising rates.
Transitions come after closing on a new property, tenant turnover, changing property management companies, personal moves, and more. Planning ahead for transitions can help decrease the stress associated with them!
Also, with rising interest rates, what can investors do to stay on top of things, keep searching out deals, and not get in over their heads?
We come up with several great ideas including:
- Keep searching and always keep your eyes open (never know when a deal will appear!)
- Exercise patience
- Zoom out -- then zoom in somewhere else. There are SO many different markets to explore!
- Stay in community! It's much easier to get through difficult times if you know you aren't alone -- and you aren't alone!
Connect with Tim and Lisa:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com
In this episode (Jean's first in a co-hosting role!!), we discuss some of the mindset barriers that come into play when choosing between a rental property as solely an investment vehicle, and choosing a location where you may want to spend more time yourself. Tune in for some tips and tricks about how to potentially find asset classes in expensive markets that allow you to affordably spend the time you want to there, AND turn a profit when you're living in your primary residence. We also discuss the continually rising interest rates, inflation, and potentially adding a mix of short term, medium term, or ADU hacks to your portfolio of long term buy and hold properties. As always, we discuss how real estate investing is not a "one size fits all" venture, and there are a million ways to be successful. Each investor has to find the mix that works for their risk tolerance, and helps them to attain their financial goals. Spoiler alert, this strategy tends to change organically as you grow your portfolio, and that is completely fine!
Tim and Lisa talk with Eric Saul, Residential Architect and Owner of Saul Architects.
Eric lives in Takoma Park, Maryland, in addition to his architecture firm, he's a RE investor, has lots of experience flipping houses, and knows all about house hacking and ADUs.
This is a fantastic conversation that will help you sort out when you need an architect, structural engineer, contractor, or someone else to get your renovations completed professionally.
We also talk about ADUs and think it would be worth further exploring ADUs in a full episode. Let us know if you are interested!
More about Eric:
Eric Saul founded Saul Architects in 2005 and created a top quality residential design firm with the highest respect for customer service.Ever since he could remember, Eric has been fascinated by buildings, architecture, and cities. What started with Lincoln Logs and Legos eventually became real buildings.
Eric received his Bachelor of Architecture degree from the University of Notre Dame. Following graduation, he worked for several different architecture firms in California and Maryland where he developed his skills in multi and single-family residential projects, commercial buildings, and religious facilities. Since founding Saul Architects in 2005, Eric has designed over $100 million in construction and over 500,000 square feet.
With over 150 local projects completed to date, Saul Architects has quickly become one of the leading residential architecture firms in Takoma Park and Silver Spring, MD. Our firm has grown an extensive list of clients with projects popping up all over the area. Our clients continue to refer us while providing the highest reviews for quality, knowledge, professionalism and customer service.
In addition to being experts in residential design, Saul Architects are also experts in obtaining Montgomery County historic area work permits, Accessory Dwelling Units (ADUs), and Takoma Park tree protection plans.
Saul Architects is licensed to practice architecture in Maryland, Virginia, and the District of Columbia. He resides in Takoma Park, Maryland with his wife, Diana, and his dog, The Dude. When he is not designing houses or sketches urban design ideas, you can find Eric playing or coaching baseball.
Connect with Eric here.
Connect with Tim and Lisa:
Schedule a call with Tim
Schedule a call with Lisa
Learn more at thereiconcierge.com
Today, Tim & Lisa talk with Alton Dawsey.
Alton has worked for the Federal Government for over 19 years in both domestic and overseas assignments. He currently resides in the Washington DC area.
Alton has been investing in RE since 2009, and has experience wholesaling, flipping, landlording, seller financing, and investing in tax liens.
He shared his experience with zeroing in on notes and tax liens as his primary RE investment strategies and why he's chosen this path.
This is a great episode with so much information! Listen in and learn a ton!
Connect with Alton here!
Connect with Tim and Lisa:
Schedule a call with Tim
Schedule a call with Lisa
Learn more at thereiconcierge.com
In today's episode Tim and Lisa share a few updates on Lisa's process of (trying) to purchase a Quad.
And we discuss a recent article in The Washington Post, Investors Bought a Record Share of Homes in 2021.While lots of institutional investors are buying homes, we think it's very important for personal investors to continue to invest and provide quality homes for our tenants. It's an additional reason to develop this part of your financial portfolio and can be a win-win situation for both tenants and landlords!
Connect with Tim and Lisa:
Schedule a call with Tim
Schedule a call with Lisa
Learn more at thereiconcierge.com
Tim and Lisa discuss the ins and outs of closing from afar.
How to keep the entire team in touch and communicating, taking proactive measures as the "Communications Manager," and the differences of closing from out of the country using the Embassy Notary Services versus using a POA.
We hope these ideas will keep you from being too stressed during your closing!
Please reach out at any time with questions and we'll be happy to support you!
Connect with Tim and Lisa:
Schedule a call with Tim
Schedule a call with Lisa
Learn more at thereiconcierge.com
Our guest today is Jean Aldinger, Real Estate Agent, Investor, and our newest team member here at The REI Concierge!
Jean has years of experience investing locally in the Napa Valley as well as from a distance in the Midwest. She brings her expertise, lessons learned, and positive outlook to her own portfolio and will be sharing with us as well!
We are super excited to be expanding our team to serve our clients better!
Enjoy getting to know Jean and learning about her journey!
Connect with Tim and Lisa:
Schedule a call with Tim
Schedule a call with Lisa
Learn more at thereiconcierge.com
Our guest today is Scott Sweitzer, owner of Prime Settlement and Prime Estate Planning. Scott is also a rookie real estate investor and already finding some amazing deals!
If you've ever wondered why we need to work through Title Companies, listen up! Scott answer this and so much more.
Scott shares his experience with Section 8 housing as well as so many valuable insights into the importance of estate planning. This is a great conversation and we can't wait to have Scott back for more learning!
Scott's websites:
- Prime Settlement
- Prime Estate Planning
Connect with Scott:
LinkedIn: https://www.linkedin.com/in/scott-sweitzer-6a30135
LinkedIn: https://www.linkedin.com/company/prime-settlement-inc
LinkedIn: https://www.linkedin.com/company/prime-estate-planning
Instagram: www.instagram.com/primeestateplanning
Instagram: www.instagram.com/primesettlement
Facebook: www.facebook.com/PrimeSettlement
Facebook: www.facebook.com/PrimeEstatePlanning
Connect with Tim and Lisa:
Schedule a call with Tim
Schedule a call with Lisa
Learn more at thereiconcierge.com
Tim and Lisa discuss the importance of that foundational reason of WHY you are investing in real estate. This can change over time and it's worth reviewing regularly -- and the start of a new year is a great opportunity to do so!
Mentioned by Tim:
- Atomic Habits by James Clear (book)
- Make Life Less Difficult Podcast by Lisa Tilstra
Connect with Tim and Lisa:
Schedule a call with Tim
Schedule a call with Lisa
Learn more at thereiconcierge.com
Tim and Lisa are back with Season 3 of The REI Concierge Podcast!
We're looking forward to this next series of podcast episodes and appreciate you listening in!!
Happy Real Estate Adventures!
Connect with Tim and Lisa:
Schedule a call with Tim
Schedule a call with Lisa
Learn more at thereiconcierge.com
Tim & Lisa reflect on Season 2 of The REI Concierge Podcast.
It's been an amazing journey so far and we're grateful to all our listeners and guests!
Can't wait to start Season 3 in mid-January.
Happy New Year!
Connect with Tim and Lisa:
Schedule a call with Tim
Schedule a call with Lisa
Learn more at thereiconcierge.com
Our guest today is Wes Thompson. Wes is on active duty for the Army and lives in Zambia. He's about a year into his real estate investing journey and is passionate about it.
He's also a zen master as staying calm under pressure and dealing with the unexpected difficulties that come along with owning houses!
Wes is a client of The REI Concierge and we're so happy to share his story with you today.
He is a masterful networker and welcomes anyone to reach out to him with questions, comments, money to put towards projects, or just to connect!
You can reach Wes at: cessnaking370@yahoo.com
Connect with Tim and Lisa:
Schedule a call with Tim
Schedule a call with Lisa
Learn more at thereiconcierge.com
Gabe Whitmer, Mortgage Banker at First Bank of Tennessee, joins us again at the end of 2021 to share updates from the world of lending, insights into interest rates, regulations updates, and more!
Listen in to hear the current updates and hopes for 2022!
Connect with Tim and Lisa:
Schedule a call with Tim
Schedule a call with Lisa
Learn more at thereiconcierge.com
Tim and Lisa share some updates on their lives, the market in Maryland for investors, and general trends for RE.
Enjoy!
Connect with Tim and Lisa:
Schedule a call with Tim
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Our guest today is Stephanie Wankel of New Heights Investment Group.
Stephanie is an experienced investor, syndicator, and franchise owner. Her experience in real estate investing began after a divorce and in the midst of a challenging season of life. She didn't let that stop her, however, and her tenacity and resilience are evident throughout her story!
Stephanie is the founder of New Heights Investment Group, where she connects investors with experienced, strategic partners to invest in large apartment communities. She has spent several decades in software product development, as well as over 12 years actively growing and managing her real estate portfolio. It is her mission to share this information with other women to impact their lives for the better.
More of Stephanie's accomplishments:
- 12+ years in real estate investing (buy and hold rentals, corporate rentals, vacation rentals, fix and flips, turnkey investing, large apartments and syndications).
- Over 2,200 units (over $230M) in portfolio assets
- Frenzied to Financial Freedom Podcast for women entrepreneurs
- Co author in Amazon Best Selling Book, "Success Habits of Super Achievers"
Stephanie's Podcast: Frenzied to Financial Freedom
- Tanya Salseth on Frenzied to Financial Freedom
- Lisa Tilstra on Frenzied to Financial Freedom
Stephanie's Website: New Heights Investment Group
Connect with Tim and Lisa:
Schedule a call with Tim
Schedule a call with Lisa
Learn more at thereiconcierge.com
Our guest today is Brandon Hall, Founder of The Real Estate CPA Firm.
Brandon started helping real estate investors make sense of their taxes through connections on BiggerPockets. His work has now expanded to a Firm that provides full service accounting and tax services specifically for real estate investors all across the USA.
The RE CPA's Four Services Pave Your Path to Growth:
"Our specialty is our superpower: 80% of our advisors are real estate investors, and 100% are real estate investment experts.
"After working with over 800+ investors, we designed four core services to meet the needs of growth-minded real estate investors like yourself."
The RE CPA Firm provides:
- Advisory Services
- Outsourced Accounting
- Tax Smart Investors
- Tax Preparation
Read more at The RE CPA Firm website.
Connect with Tim and Lisa:
Schedule a call with Tim
Schedule a call with Lisa
Learn more at thereiconcierge.com
Our guest today is Dave Meyer, Vice-President of Data & Analytics at Bigger Pockets.
Dave has been a real estate investor since 2010, mostly in Colorado. He loves using data to inform his investing, and you can follow him at @thedatadeli on instagram where he shares the latest real estate data, news, and analysis.
This is a fantastic conversation and you'll want to jump in right away!
Find about more about Dave:
- BiggerPockets
Connect with Tim and Lisa:
Schedule a call with Tim
Schedule a call with Lisa
Learn more at thereiconcierge.com
Our guest today is Adrienne Green.
Adrienne is a real estate agent and investor in Chattanooga, TN. She and her team help out of town/state/country investors find and buy great investment properties in this beautiful small city in southeast Tennessee.
Adrienne and her husband have been building their real estate portfolio in various states over the past several years. Starting off with renting out her basement, she's now built an amazing portfolio of long- and short-term rentals and loves helping other investors do the same.
Reach out to us for a personal introduction to Adrienne!
Learn more about Adrienne and her Team: Auburndale Group
Follow Adrienne on LinkedIn
Adrienne's YouTube Channel
Tim & Lisa are guests on Adrienne's YouTube Channel
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Schedule a call with Tim
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Learn more at thereiconcierge.com
Our guest today is Lorenzo M. Wooten Jr., CCIM. Lorenzo is informally know as "Tim's Flipper Friend."
On the official side, Lorenzo is a Senior Associate with Marcus & Millichap in Bethesda, MD, focused exclusively on representing sellers and buyers of investment properties throughout the Washington DC metro area. Lorenzo and his team have successfully completed numerous transactions across all commercial product types including mixed-use, multifamily, land for development and church sales. Lorenzo has continuously managed complex transactions such as zoning variances, challenges with TOPA, tenant issues, and providing financing solutions for his Developer clients. Lorenzo’s relationships, knowledge of the market and his twelve of experience in commercial real estate sales have made him one of the top agents in the area.
Prior to joining Marcus & Millichap in November 2017, Lorenzo served as Managing Director with Keller Williams Commercial, and Team Leader of The Wooten Group since 2009. As Managing Director, Lorenzo oversaw all commercial real estate transactions including leasing and sales.
The Wooten Group brokered over $32 million dollars in commercial real estate sales and leases from January 2015- August 2017. These transactions results made his real estate team one of the top commercial sales teams in Prince George’s county.
Lorenzo’s real estate career spans over twenty years including four years as a Loan Officer, five years as a Regional Manager with Fannie Mae and over ten years’ experience with real estate development.
More about Lorenzo
Connect with Lorenzo on LinkedIn
Book recommendation by Lorenzo: Best Ever Apartment Syndication Book by Joe Fairless
Connect with Tim and Lisa:
Schedule a call with Tim
Schedule a call with Lisa
Learn more at thereiconcierge.com
This week Tim and Lisa discuss their unofficial notes on the housing market in the US.
Largely inspired by David Stein of Money for the Rest of Us, we discuss the highlights of market that's cooling off somewhat, what signs indicate a 'crash' or 'major correction' likely isn't imminent, and ways to stay cautious if you're nervous about the unknowns.
Listen in and let us know what you think!
Catch David Stein firsthand here: Money for the Rest of Us Episode 357
Connect with Tim and Lisa:
Schedule a call with Tim
Schedule a call with Lisa
Learn more at thereiconcierge.com
Our guest today is David Shaw, owner of West Florida Invest. David has decades of investing experience around the world. He's an expert on the West Florida market and shares his formula for wealth building through real estate: Debt x Time x Scale = Your Wealth
David's journey in real estate investing and sales started back in 2005. Having discovered what he felt was a unique buying opportunity in the South west Florida I-75 corridor, he began scouring the area for investments that fit his clientele's profile.
In the early days David was primarily involved in sourcing preowned homes that could be converted into reliable income producing vehicles. Hundreds of properties later, this continues to build wealth and provide positive cash flow for his clients.
As time went on, David evolved his business to include complete renovation and rehabilitation of preowned homes for his clients. David was able to take neglected homes and transform them into like new condition homes for a fraction of what a typical investor would spend to complete this task. Thanks to the efficiencies enjoyed by renovating hundreds of homes a year, his trusted team is able to renovate to exceptional standards in record short timelines.
Learn more about David and West Florida Invest: https://www.westfloridainvest.com/
Reach out to Tim & Lisa for a personal introduction to David!
Connect with Tim and Lisa:
Schedule a call with Tim
Schedule a call with Lisa
Learn more at thereiconcierge.com
Our guest today is Real Estate Investor and Author, Chad Carson.
Chad is the author of Retire Early with Real Estate: How smart investing can help you escape the 9-5 grind and do more of what matters. He's a featured contributor on the Bigger Pockets Blog and has been featured on sites and podcasts like MadFientist.com, SideHustleNation.com, 1500days.com, The Radical Personal Finance Podcast with Joshua Sheets, and The Best Real Estate Investing Advice Ever Podcast with Joe Fairless.
Chad shares his own journey from helping his parents with RE as a 10 year old to college football to retiring early with his own RE portfolio.
His focus on family and quality of life are inspiring. Chad's motto is Do What Matters!
This conversation is a great reminder to take stock of what matters most to you and figure out how to do more of it!
How You Can Connect With Chad:
- Contact Me Page (email)
- YouTube
- Linked-In
Connect with Tim and Lisa:
Schedule a call with Tim
Schedule a call with Lisa
Learn more at thereiconcierge.com
Today, Tim & Lisa are excited to bring you this interview with active Air Force Fighter Pilot, Jason Hokaj.
Jason is a new real estate investor and shares his journey of exploring real estate, taking the plunge, and lessons learned. He's thoughtful and daring, careful and ready to go for a deal!
Enjoy this conversation and learn valuable lessons from Jason's ventures into real estate investing from abroad!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
www.theREIconcierge.com
The REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible. Learn more about how we help on our website.
Our conversation today is with Clay Malcolm, of Advanta IRA. Clay is a Certified IRA Service Professional (CISP) and we have proclaimed him our self-directed IRA guru!
This conversation involves alternative investments you can explore with your retirement accounts (traditional IRAs, Roth IRAs, health savings accounts, and more). Real estate, cryptocurrency, and more.
If you like to have more control of your investments, you'll find this episode fascinating and eye-opening.
Clay Malcolm by email: CMalcolm@advantaira.com
Advanta IRA website: https://www.advantaira.com
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
www.theREIconcierge.com
The REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible. Learn more about how we help on our website.
Tim and Lisa review the top 5 benefits of investing in real estate:
- Control
- Tax savings
- Cashflow
- Hedge against inflation
- Power of leverage
This is a great high-level review of what real estate can do for your financial portfolio and overall wealth. Remember that real estate investing isn't a get-rich-quick scheme. It's a grow your wealth steadily over time strategy. We believe it's complimentary to traditional investment strategies as well.
Read more about each topic here:
- Wait, why am I investing in real estate?
- Interested in paying less taxes?
- Cashflow is king!
- How real estate protects against inflation
- Power of leverage
Connect with us:
Schedule a call with Tim
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www.theREIconcierge.com
The REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible. Learn more about how we help on our website.
Jumping back into podcasting for season 2 of The REI Concierge Podcast, Tim and Lisa share updates and highlights from their lives and their RE portfolios.
Connect with us:
Schedule a call with Tim
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www.theREIconcierge.com
The REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible. Learn more about how we help on our website.
Tim and Lisa are back after a short summer break and ready to dive into all things real estate investing from afar!
We look forward to sharing more interviews, ideas for building your portfolio, strategies for success, and more.
Thanks for joining us!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
www.theREIconcierge.com
The REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible. Learn more about how we help on our website.
Tim and Lisa wrap up Season 1 of The REI Concierge Podcast with some homework for you over the pause between the end of Season 1 and the start of Season 2.
Take some time to think about the WHY of real estate investing. Whether you're just considering getting into REI or you're a long-timer, reflecting on your "why" will help solidify your "how" and set you up for success.
Thank you SO much for your support of our podcast!
Can't wait to share more in Season 2 -- coming September 2021!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
www.theREIconcierge.com
The REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible. Learn more about how we help on our website.
Lisa and Tim talk again with Gabe Whitmer, Mortgage Banker at First Bank of Tennessee.
Gabe was on Episode 8 and helped us understand the changing regulations of lending institutions. We've invited him back to share highlights in the financial realm that are relevant to investors.
We talk about mortgage lending trends, interest rates and what they're doing, inflation, ways to respond to all of the above as real estate investors, and more.
Gabe lives with his wife and 2 kids in Chattanooga, TN, and is also an active real estate investor.
Gabe has been helping Americans living abroad, both with the Foreign Service and other expats, obtain loans on investment properties since 2016. He and his team have a 'can-do' attitude and believe providing great customer service.
Gabe is extremely generous with his time and knowledge and is happy if you reach out to him directly at gwhitmer@firstbankonline.com . He or one of his team members will be back in touch in the blink of an eye!
Connect with us:
Schedule a call with Tim
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www.theREIconcierge.com
The REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible. Learn more about how we help on our website.
Tim and Lisa talk with Jeff Joyce, who happens to be married to Tim's sister!
Jeff has long listened to Tim talk extensively about real estate, but until recently, he wasn't interested in it at all!
In this episode, Jeff shares his journey that has taken him from zero interest in REI to making clear plans for REI to be part of his family's financial portfolio!
We love sharing stories from real estate investors who are at all levels of experience with their RE investing journey. If you'd like to share your story, reach out!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
www.theREIconcierge.com
The REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible. Learn more about how we help on our website.
Tim and Lisa interview Kevin Braun of Canopy Road Real Estate in Kansas City.
Canopy Road is a boutique brokerage in the Waldo neighborhood of Kansas City, Missouri. Their team provides professional buying and selling services for investors and local residents.
Kevin has served as the Acquisitions Manager since 2019. He's also been investing in KC since 2005 and has great wisdom and stories to share with listeners!
About Kevin:
"I began building my real estate portfolio in 2005 with single-family homes in the Kansas City area. As a property owner, I understand the needs of my clients and offer unique expertise in finding properties specific to their goals.
Before joining Canopy Road Real Estate, I enjoyed a long career as a Tennis Professional. During this time, I slowly built my portfolio and continued to grow my knowledge of real estate investing.
I have a passion for helping others find financial freedom through real estate. My goal is to create ease and comfort through each transaction with all of my clients. I joined Canopy Road as the Acquisitions Manager after meeting with Brent Voepel and realizing the similarities and parallels between our approaches. It was clear that we would be a dynamic team. Together we have enjoyed the opportunity to not only grow Canopy Road Real Estate but help our clients grow as well."
Here are some pictures of the "Cat Poop Reno" story!
Canopy Road Real Estate website
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
www.theREIconcierge.com
The REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible. Learn more about how we help on our website.
Michael Zuber is our guest on today's episode!
Michael began investing in real estate while working 80-100 hours a week at his w-2 job. His journey allowed him to retire early and he has since continued to grow his REI portfolio, author a book, and train others to get started and succeed in REI.
Here's a bit more about Michael:
"One Rental at a Time was never intended to be a book or YouTube channel but simply was how I had to build our portfolio as I was too busy at work and with family to think about anything except finding the next rental.
I now focus on helping people believe they can get to "4 Rentals" as that can change your families life in a huge way. If you chose to go past 4 rentals great but simply getting to 4 is a great goal. I also believe we need to help our next generation believe that they don't have to work in a job they don't like for 40 years hoping for a good retirement. Real Estate is a Path that offers so much to so many. Thank you for reading."
Michael shares wisdom about keeping great tenants, getting started, "getting to 4," and so much more.
Fun Facts
- I have an amazing dog Jimbo (14 years old).
- First buy and hold rental experience was an eviction after first month.
- Hate to fly but flew over 100k miles a year for 10+ years.
One Rental at a Time website
One Rental at a Time, (book) by Michael Zuber
Connect with us:
Schedule a call with Tim
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www.theREIconcierge.com
The REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible. Learn more about how we help on our website.
Today we interview Liz Hamberger. Liz is a real estate agent, the direct of sales for a turnkey company, a real estate investor, and an expert on the investment opportunities in south central Pennsylvania. While it's not one of the most famous places for investing, it shouldn't be overlooked!
Liz Hamberger is a lifelong York County resident, and full-time Associate Broker. She earned her Bachelor’s Degree in Business from Pennsylvania State University, after graduating from Eastern York High School. Liz takes pride in providing her clients with hassle-free & low stress experience. She will guide you step by step through the home buying and selling process. As a Realtor Liz is able to help you purchase any home, listed with any company in our region. First time home-buyer? Short sale situation? Not a problem! Liz has the experience, knowledge, and dedication you’re not only looking for, but need! When she’s not working, Liz is blessed to spend time with her husband Vince, her children Aria and Dominic, and family. She also enjoys yoga, and serving as a Deacon at her church. Liz holds the Accredited Buyer’s Representative, Certified Negotiation Expert, Seller Representative Specialist, and Short Sale Foreclosure Resource designations. She is licensed in Pennsylvania and Maryland.
Integrity First Property Group is a real estate company that buys properties for cash. We’ve been in business in York, Adams and Lancaster counties since 2003. We’ve bought over 2,200 homes. We pride ourselves on offering home sellers a professional and fair process to sell their home and avoid the typical hassles and delays. We are fair, fast and local.
In 2016 we launched our dedicated “home buyers” division, Integrity First Home buyers. We also have homes for sale. Most of our homes have been professionally remodeled. We use licensed and insured contractors for all renovation projects.
Another important part of our team is our trained, professional and licensed Realtor team. We have a team of 7 Keller Williams Realtors available to help you buy, sell or invest in Real Estate. With a focus on service, communication and creating a pleasurable experience for our clients, our Keller Williams team has become the top volume sales team in York and Adams County.
Our hashtag #rentitforward is based on the mission statement for our Turnkey Division; “Investing in real estate and creating a legacy of wealth, while improving communities and the lives of our residents.”
rentitforward
Integrity First Property Group website
Inventory spreadsheet from Integrity First.
Connect with us:
Schedule a call with Tim
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www.theREIconcierge.com
The REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible. Learn more about how we help on our website.
Today's interview is with James May, retired Marine, current Foreign Service Officer, experienced real estate investor, and syndicator.
James shares his story, how he began investing in real estate (thanks, Mom!), and his journey into multi-family syndications. He's got a wide range of experience, shares knowledge on syndications, and broadens our understanding of this passive investment strategy.
More on James:
James May is the Managing Partner of Reef REI. He’s been investing in income producing Real Estate since 2005 and manages approximately $3.5M in his personal portfolio. James has a long government career of over 25 years serving in both the US Marine Corps and currently in the US Department of State’s Foreign Service. James has experience with project management; staff development; expenses management; logistics; budgeting and capital improvements.
Website: JCore Investments
Email: james@jcoreinvestments.com
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
www.theREIconcierge.com
The REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible. Learn more about how we help on our website.
Tim and Lisa discuss the strong opinions that exist in the realm of real estate investing. When someone hears about your idea and responds with "That's a stupid thing to do," it can really shake your confidence.
But what really matters is YOU. YOUR strategy, your risk tolerance, your approach to investing. And yes, there are guidelines to follow and yet there's no set rules. You've got to feel confident in your real estate investing strategy and it's ok if others wouldn't do it the same way. That's to be expected, even!
So, don't let the 'nay-sayers' get you down!
Connect with us:
Schedule a call with Tim
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www.theREIconcierge.com
The REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible. Learn more about how we help on our website.
Today we have an amazing couple joining us! Shawn and Joni Wolfswinkel, co-CEOs of Texas Turnkey and Real Property Management. And those aren't their only business ventures!
With over twenty years of running multiple successful businesses, Shawn and Joni are two fierce modern-day entrepreneurs. Together they own numerous national franchises and one of Texas’ most well respected Turnkey Real Estate investment companies. They have each spent decades mastering the ins and outs of complex business decisions and have become intimately aware of the struggles and triumphs of leading small to medium-sized businesses in today’s competitive market place. They look forward to sharing their true stories, challenges, and the obstacles that they overcame to craft profitable companies and an awe-inspiring relationship.
Connections:
- Texas Turnkey Properties
- Real Property Management
- Inside the Wolf's Den Podcast
- The Choice is Yours: Balancing Success as a Wife, Mom, and Entrepreneur (book) by Joni Wolfswinkel
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
www.theREIconcierge.com
The REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible. Learn more about how we help on our website.
Tim and Lisa discuss the sliding scale of passivity in the world of real estate investing.
Some investors like to be very hands on, others just want to collect the cash at the end of the month.
Where do you fall in this spectrum? Where would you like to be in terms of passivity?
These are important questions to answer, as they will help you determine the best way for you to invest in real estate and build your portfolio.
The good news is there's options for everyone at every level of passivity. Let us know what questions you have after you listen!
Connect with us:
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www.theREIconcierge.com
The REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible. Learn more about how we help on our website.
Our guest today is Brent Voepel. Lisa first talked with Brent back in 2016 when she was searching for a reliable property management company in Kansas City. Lisa has been a client of Voepel Property Management ever since.
Brent is the President of Voepel Property Management and Canopy Road Real Estate. Between the two companies, clients are offered full service for building and maintaining their RE investment portfolios. Brent's goal is to provide the best service possible and he continually seeks new ways to strengthen his teams, enhance their services, and provide the best returns for all their clients.
From their website:
Voepel Property Management started with a simple concept: to match great properties with great tenants in a way that benefits everyone involved. While the real estate market is continuously changing, from our first listing to our last, this promise will always remain the same.
As a company, throughout the years we’ve gained extensive knowledge of the property management business and obtained a network of real estate professionals and organizational partnerships to help us along the way. This is how Canopy Road Real Estate was formed; it was out of the need to find a better solution to help clients locate and buy properties in addition to managing them.
Voepel Property Management and Canopy Road Real Estate form a complete solution for real estate investors looking to buy and cash-flow properties in the Kansas City market. We can help with acquisitions, sales, renovations, marketing, leasing, tenant selection and screening, maintenance and much more. We also have a huge selection of homes for our residents and can help them invest in real estate down the road when they are ready.
Every day we learn something new, but each day we’re reminded why it’s often the small things that matter most. Good communication. Follow-through. Hard work and the power behind a handshake. We truly believe we’re a different kind of property management company and a different kind of real estate brokerage, and we can’t wait to prove it to you.
Voepel Property Management website
Canopy Road Real Estate website -- tell them The REI Concierge sent you or reach out to us for a personal introduction!
Books:
- Traction by Gino Wickman
- Who not How by Dan Sullivan
- Rocket Fuel by Gino Wickman & Mark C. Winters
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
www.theREIconcierge.com
The REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible. Learn more about how we help on our
We're thrilled to bring you this interview with Lindsay Davis! Lindsay is the CEO of Spartan Invest, based in Birmingham, Alabama.
In her role as CEO, Lindsay manages all of the day-to-day operations for a team of over 20 employees, 150 contractors, and 250 additional outside vendors. She has sole responsibility for Spartan Invest’s $12 million in assets and $22 million in revenue. In 2017, Lindsay traveled to Barcelona, Spain, to receive the Stevie Award for International Woman of the Year. She shows extreme dedication to all of Spartan’s customers, employees, contractors, and vendors to ensure everyone is taken care of and treated fairly.
Lindsay joined Spartan Invest in May of 2011 as Property Manager. After only 8 months, she was promoted to the position of Market Director. In this role, she resided over $4M in total assets and managed the company’s entire retail portfolio. She is also solely responsible for the creation of Spartan Realty, Spartan Invest’s brokerage arm. She also worked to make the WeBuyHouses.com brand one of the leading home buyers and largest licensee in the Southeast.
Lindsay graduated from the University of Alabama in 2007. Her educational background was in Public Relations, but soon after college she made her name as an operational rock star. In her short, 4-year career at Cintas she received 5 promotions and held the positions of Production Supervisor, Service Training Coordinator, HR Manager, Office Manager, and Service Manager. Lindsay and Clayton worked successfully together at Cintas, where the idea for Spartan Invest was born.
Spartan Invest website - Tell them we sent you or reach out to us for a personal introduction to The REI Concierge's client representative, Danny Cole.
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
www.theREIconcierge.com
The REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible. Learn more about how we help on our website.
In this episode, Tim and Lisa discuss the importance of local partners. Investing from abroad or even just a different market or state is a great wealth-building strategy, but to be successful and reduce risk, it's really crucial to find great partners in the local market.
We discuss how to find partners, what to look for in great partners, and how we can help you on this part of the journey.
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
www.theREIconcierge.com
The REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible. Learn more about how we help on our website.
We are excited to share our conversation with Zach Lemaster!
Zach Lemaster is the founder & CEO of Rent To Retirement. Zach is a seasoned real estate investor that has accumulated a large portfolio of rental properties across multiple markets including single family, multifamily, commercial and new construction. Zach is a licensed Optometrist who practices on a volunteer basis.
Zach started investing in real estate while working as an Optometrist & Captain for the US Air Force. This eventually allowed him to retire early from his career in medicine to be a professional investor by strategically investing in markets that maximize cash flow, appreciation & equity. Zach went on to build a successful wholesaling, flipping & management business working across multiple markets which led to the foundation for Rent to Retirement. He is passionate about educating others on the numerous benefits of real estate investing, and how to use real estate as means to create the lifestyle each person desires for their family!
Rent to Retirement website
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
www.theREIconcierge.com
The REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible. Learn more about how we help on our website.
In this episode Tim and Lisa discuss markets around the country with great investment properties where the price of entry is lower which keeps the risk levels down.
Many of us live in markets with high-priced real estate and investing can seem daunting. But there are a lot of markets in the US where you can find a single family home for $100k and get it rented for about $1k/month.
Join us to learn more and see if these markets would work for you and your REI strategy!
References in the podcast to:
- The Psychology of Money (book)
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
www.theREIconcierge.com
The REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible. Learn more about how we help on our website.
Tim and Lisa discuss the potential obstacles to investing from abroad.
The bulk of the conversation focuses on property management and tenant concerns, as this is where most people have significant concerns and rightly so.
Having the right property management company or the right systems if you're self-managing is crucial to success!
Listen in for insights and suggestions to make your rental properties work without losing too much sleep!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
www.theREIconcierge.com
The REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible. Learn more about how we help on our website.
Gabe Whitmer is a Mortgage Banker for First Bank of Tennessee. He lives with his wife and 2 kids in Chattanooga, and is also an active real estate investor.
Gabe has been helping Americans living abroad, both with the Foreign Service and other expats, obtain loans on investment properties since 2016. He and his team have a 'can-do' attitude and believe providing great customer service.
We talk with Gabe about considerations for Americans living abroad when it comes to lending. Gabe helps us de-mystify the process of loans and lending.
We also ask Gabe lots of questions about the recent changes with Fannie Mae and Freddie Mac. You'll understand this so much more after listening to this episode!!
Gabe is extremely generous with his time and knowledge and is happy if you reach out to him directly at gwhitmer@firstbankonline.com . He or one of his team members will be back in touch in the blink of an eye!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
www.theREIconcierge.com
The REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible. Learn more about how we help on our website.
We're excited to share this interview with you! Tanya Salseth is a real estate agent, an incredibly savvy RE investor, and worked as a Foreign Service Officer before changing careers to full-time real estate.
She shares her story of investing in the DC area, how she makes it work, what to look out for, and describes her "nerves of steel" that have gotten through all kinds of challenges!
More on Tanya:
Tanya Salseth spent 12 years as a Foreign Service Officer, with tours in Cote d'Ivoire, Brazil, Venezuela, Italy, and Washington DC (OBO), before acquiring enough rental property to leave the Department and live life on her own terms.
Tanya is currently a full-time real estate investor and agent with Keller Williams, heading up a team that services DC, MD, and VA. She and her team specialize in helping Foreign Service clients harness the power of real estate to achieve their personal and financial goals.
She owns 15 units in 3 states (VA, MD, and FL) and has acquired property through a number of creative methods, including buying from wholesalers, seller financing, the BRRRR method, and sourcing off market property through places like FaceBook and Craigslist. She is currently in the process of acquiring commercial property in MD, self manages all her properties, and just finished up a $200k rehab on a 3 unit building that she owns.
Tanya is married to Eduardo Lambreton, a Foreign Service specialist, and has two little girls, Sienna (3) and Elyse (5). She spends her time between Annandale, VA and Fort Lauderdale, FL.
Check out some of Tanya's 5 star Reviews! : https://www.zillow.com/profile/Tanya-Salseth/
Mentioned in the Podcast:
- Frenzied to Financial Freedom Podcast with Tanya
- Frenzied to Financial Freedom Podcast with Lisa
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
www.theREIconcierge.com
The REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible. Learn more about how we help on our website.
In this episode, Tim and Lisa discuss diversity of investments. Every investor needs to determine what kind of diversity they want and feel comfortable with. Some investors are content to invest only in the stock market, or only in real estates. And of course, there are a million combinations of investments that can work.
Tim and Lisa share their personal approaches to diversity both in their real estate portfolios and in their overall financial portfolios.
Some additional links that may be of interest to you:
- Money For the Rest of Us Podcast by David Stein
- The Millionaire Real Estate Investor (book) by Gary Keller
- Rich Dad Poor Dad (book) by Robert Kiyosaki
- Masterworks (Invest in Fine Art)
- Set for Life (book) by Scott Trench
- The Psychology of Money (book) by Morgan Housel
In this episode we have the distinct pleasure of talking with Ali Boone, owner/founder of Hipster Investments. Ali is fun, crazy smart, creative, thoughtful, and incredibly generous with her time and wisdom!
Speaking of generosity, Ali has provided a link to a FREE digital copy of her latest book, NOT Your How-To Guide to Real Estate Investing. (Thank you, Ali!)
Click here and learn how to change your mind so you can change your life! (https://www.hipsterinvestments.com/REIconcierge)
More on Ali:
Former Aerospace Engineer turned corporate dropout, Ali Boone is a real estate investor and lifestyle entrepreneur. Her own real estate portfolio started with investing in five properties in only 18 months using primarily creative financing, and after leaving her 9-to-5 job to pursue freedom through entrepreneurship, her company Hipster Investments managed to facilitate over $18M in real estate transactions in its first five years of business. Ali's practical and straightforward real estate advice has been featured in Fox Business, Motley Fool, US News, The BiggerPockets Blog, and Business Insider.
Connect with Tim & Lisa:
Schedule a call with Tim
Schedule a call with Lisa
www.theREIconcierge.com
The REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible. Learn more about how we help on our website.
Tim & Lisa started The REI Concierge in the middle of the COVID pandemic. Here's the story of how and why!
Connect with us at any time!
Schedule a call with Tim
Schedule a call with Lisa
www.theREIconcierge.com
The REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible. Learn more about how we help on our website.
In this episode, Tim interviews Lisa to learn about her journey in real estate investing.
Lisa currently lives in Colombo, Sri Lanka, with her husband. They own investment properties in Tennessee, Missouri, and Kansas, plus vacant land in California. They are currently looking to expand into new markets, if you have any suggestions!
A little more about Lisa:
Rent checks save the day:
Lisa grew up in a small town in Pennsylvania. Her parents were self-employed with a seasonal business and she remembers her mom's relief when rent checks arrived in off season. Her parents' two rental properties sparked the desire for her to pursue real estate investing.
Around the world:Lisa's been living outside the US since 2012. She and her husband have purchased all their investment properties while living abroad -- at first with the help of family, then with the skill of a talented REI team. Her favorite closing happened while they were vacationing in the French Alps!
Connector at heart:
Lisa is a connector of people and ideas. She loves helping others connect with their dreams, especially when it involves REI!
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
www.theREIconcierge.com
The REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible. Learn more about how we help on our website.
In this episode, Lisa interviews Tim to learn about his journey in real estate investing.
Tim currently lives in The Netherlands with his wife and son. They own investment properties in Washington DC, Maryland, and Alabama. Tim's a Licensed Real Estate Agent in Maryland and Washington, DC.
A little more about Tim:
Tim's one of those rare individuals who are truly fromWashington, DC. Currently he's living in The Hague, Netherlands, with his wife and their 2 year old son.
International experiences:After completing his undergraduate work in Pennsylvania, Tim headed abroad. He earned his Masters in International Management in southern France. Tim has 20 years of experience in the sales and marketing space. He's worked in areas ranging from corporate M&A strategy development to IT services.
Real estate's the deal:Tim found his true love in real estate. (Don't worry, his wife knows!) As he began building his REI portfolio in Washington, D.C., and Maryland, he decided to get his licensure as a real estate agent. He loves helping others in their pursuit to buy investment properties!
Schedule a call with Tim
Schedule a call with Lisa
www.theREIconcierge.com
The REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible. Learn more about how we help on our website.
We're launching a podcast and are excited to share with Americans living abroad who are real estate investors or want to be!
Listen up for lots of great stories, experience, advice, cautions, and laughs!