Hosted by Dr. Jason Balara, this podcast aims at helping professionals finding their own purpose in life and create alternatives streams of income in order to reach their maximum potential.
In this episode of the Know Your Why Podcast, Dr. Jason Balara speaks with Rebekah Taylor, a third-generation real estate professional who shares her path to achieving time freedom through real estate. Growing up in a lower-income family, Rebekah was inspired by her father’s success in the industry, which led her to pursue a career in real estate herself. She began her journey with house hacking and later moved into passive investing, focusing on income-generating assets like multifamily properties and assisted living facilities. Rebekah's motivation centers on creating time freedom that allows her to be present with her family, travel, and give back to her community. She encourages those interested in real estate to take that first step, even if it feels uncertain, and to seek connections within the industry.
Key Highlights:
Real estate offers a path to both financial and time freedom, making it a compelling option for those seeking more control over their lives.
House hacking can serve as an accessible entry point into real estate investing, providing experience with lower financial barriers.
Success in assisted living investments relies on finding the right operator, ensuring quality management and returns.
Networking and connecting with industry professionals is essential for learning, growth, and finding opportunities.
Rebekah advises aspiring investors to get started in real estate, even without complete readiness, as taking action is the key to progress.
Rebekah Taylor’s story illustrates the potential for real estate to create not just financial independence, but the time freedom to prioritize family and community. Her insights offer valuable guidance for newcomers in the industry, from house hacking to passive investing in multifamily and assisted living assets. With a strong focus on networking and taking that first step, Rebekah’s experience encourages aspiring investors to pursue their goals and build a life of freedom and fulfillment.
Get in touch with Rebekah:
https://tayloredinvestments.co/
https://www.instagram.com/taylored_investments/
https://www.facebook.com/profile.php?id=100063772878587
https://www.linkedin.com/in/rebekah-taylor1986/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why Podcast, hosted by Dr. Jason Balara, Vanessa Alfaro, founder of Venus Capital, delves into her real estate investment firm’s strategies and the evolving role of AI in the real estate industry. Vanessa discusses how Venus Capital focuses on acquiring large multifamily properties, leveraging AI for strategic innovation to boost productivity and save time. She highlights the importance of using AI to generate measurable results, improve processes, and create efficiencies. Vanessa also emphasizes transparency and trust in the integration of AI, sharing tips on how to get the most out of AI, such as being specific in prompts and treating AI like a human conversation.
Key Highlights:
Vanessa Alfaro integrates AI in her real estate investment firm to drive measurable results and streamline processes for acquiring large multifamily properties.
Transparency and trust are crucial when implementing AI in the real estate industry. Vanessa shares practical advice on using AI effectively, including the importance of clear prompts and treating AI as a conversational partner.
Managing family life and entrepreneurship requires flexibility and emotional intelligence. Vanessa manages her household like a business, scheduling family time to maintain work-life balance.
Achieving work-life balance is possible over time, not necessarily on a daily basis. Vanessa highlights the importance of prioritizing both professional and personal responsibilities.
In this episode, Vanessa Alfaro demonstrates how strategic innovation through AI and thoughtful time management can create success in both real estate and family life. Her approach to leveraging AI, coupled with her focus on emotional intelligence and work-life balance, offers valuable insights for entrepreneurs navigating the complexities of modern business.
Get in touch with Vanessa:
Website: https://www.venuspartners.com/
Instagram: https://www.instagram.com/vanessavenuscapital/
Facebook: https://www.facebook.com/VanessaAlfaroCapital/?paipv=0&eav=AfbjTCJ1Si4YNA-Os2lIh5g_VTumG20BafdKRF_Rk_LOpvZQkEITaeqe_Fx7N8dEU-U&_rdr
LinkedIn: https://www.linkedin.com/in/vanessagalfaro/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this insightful episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Rob Ferguson, a seasoned CEO and family business advisor, to explore the unique dynamics and challenges faced by family businesses. Drawing on his extensive experience, Rob shares how blending family relationships with business operations can often lead to conflicts such as shareholder disagreements, poor business performance, and a lack of governance. He emphasizes the need for structured processes to manage these challenges and highlights the importance of early succession planning to ensure a seamless transition for the next generation.
Rob discusses the concept of defining prosperity in family businesses, extending beyond just financial success to include the health and continuity of the family unit. He also introduces the idea of a family constitution, a set of governing rules that can help manage expectations, responsibilities, and decision-making processes within the business, ensuring long-term sustainability. Rob’s mission is to reverse the trend of family businesses declining in longevity and to help as many family enterprises as possible navigate these complexities.
Key Highlights:
Unique Family Business Challenges: Family businesses face distinct challenges due to the intersection of family relationships and business operations. Shareholder disagreements, governance issues, and poor performance are common.
Early Succession Planning: Rob stresses the importance of starting succession planning early, which provides more flexibility and opportunity for the next generation to succeed.
Prosperity Beyond Finances: True prosperity in a family business isn’t just about financial metrics—it’s also about family harmony and continuity.
Family Constitution: Establishing a family constitution can set clear rules and expectations, helping to guide the business through generational transitions and governance issues.
Rob’s Mission: Rob is passionate about reversing the declining lifespan of family businesses, working to help more families achieve long-term success.
This episode is a must-listen for anyone involved in a family business, whether as an owner, manager, or advisor. Rob Ferguson's expertise offers valuable insights into the challenges of blending family and business, and his practical advice on succession planning, governance, and creating a family constitution can be transformative for any family enterprise. Tune in to hear how Rob is helping family businesses achieve lasting prosperity, and learn actionable strategies to apply to your own family business journey.
Get in touch with Rob:
Website: https://ferguson-alliance.com/rob-ferguson/
LinkedIn: https://www.linkedin.com/in/robertaferguson/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Ken Gee, founder of KRI Partners, to explore his journey into real estate and the strategies that have fueled his success. Ken shares how he began by investing in small multifamily properties in Cleveland, focusing on properties that could be operated like a business. His introduction to value-add investing came when he upgraded a property and significantly increased rents, demonstrating the power of this approach.
Key Highlights:
Start Small, Think Big: Begin with small multifamily properties that can be operated like a business, focusing on efficiency and growth.
Value-Add Investing: Value-add strategies are essential for increasing cash flow and property value by making strategic improvements.
Debt Management: Manage debt carefully, avoid over-leveraging, and maintain discipline through various market cycles.
Self-Management vs. Third-Party Management: Self-managing properties can lead to better control and results, but it requires hands-on involvement. Third-party management comes with its own set of challenges.
Vertical Integration: Having a vertically integrated operation allows for direct communication with on-site staff, providing a clearer view of property performance and better problem-solving.
Neighborhood Insights: A deep understanding of the neighborhoods where properties are located is crucial for making informed decisions and ensuring long-term success.
Ken's Why: Ken’s 'why' has evolved from prioritizing family to a broader goal of helping others succeed in real estate, offering both passive and active investment opportunities through KRI Partners.
This episode provides a wealth of knowledge for anyone interested in real estate investing, especially those looking to learn more about value-add strategies, debt management, and the benefits of vertical integration. Ken Gee's extensive experience and his dedication to helping others make this a must-listen for both aspiring and seasoned real estate investors. Tune in to learn actionable insights and discover how to get involved in real estate through both passive and active opportunities.
Get in touch with Ken:
LinkedIn: https://www.linkedin.com/in/geekennetha/
Facebook: https://www.facebook.com/people/Ken-Gee-KRI/100086519510719/
YouTube: https://www.youtube.com/@KenGee_KRI
Instagram: https://www.instagram.com/kengee_KRI/
Twitter: https://twitter.com/i/flow/login?redirect_after_login=%2Fkengee_kri
TikTok: https://www.tiktok.com/@ken_gee_kri?lang=en
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why Podcast, Dr. Jason Balara interviews Scott Choppin, CEO and founder of the Urban Pacific Group of Companies. Scott shares his journey as a seasoned real estate developer and the unique challenges of operating in California’s demanding market. Drawing from his family background and deep industry experience, Scott discusses how these elements have shaped his career and success in real estate development.
Key Highlights:
Family Background and Experience: Growing up in a real estate development family gave Scott a strong foundation and deep insight into the industry.
The Developer’s Role: Developers are orchestrators who bring together architects, financiers, and other professionals to navigate the complexities of building projects.
Investing in California: While the California market presents challenges, it also offers unique advantages for seasoned developers willing to tackle its complexities.
Urban Townhouse (UTH) Model: UTH is a built-to-rent housing product designed to provide affordable, multi-bedroom rental units for middle-income, multi-generational families.
Addressing the Housing Crisis: The UTH model offers a scalable, innovative solution to California’s housing crisis by focusing on middle-income working-class families.
Serving the Forgotten Middle: Scott’s mission is to create housing solutions for the underserved middle-income population, often overlooked in today’s market.
This episode provides listeners with a deep dive into real estate development in one of the toughest markets in the U.S. Scott Choppin’s insights into the developer’s role, the challenges of California’s housing crisis, and his innovative Urban Townhouse model offer a fresh perspective on how to tackle housing shortages. If you’re interested in real estate development, affordable housing solutions, or investing in challenging markets, this episode is a must-listen. Innovative solutions and the availability of capital are crucial in addressing the housing shortage.
Get in touch with Scott:
Email: Choppin@urbanpacific.com
https://urbanpacific.com/
https://www.instagram.com/scottchoppin/?hl=en
https://x.com/ScottChoppin
https://www.linkedin.com/in/scottchoppin/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
In this episode of the Know Your Why Podcast, Dr. Jason Balara interviews Matthew Weber, Chief Revenue Officer of Alpha Funding, who shares his remarkable journey from a personal trainer to a leader in the real estate finance world. Matthew delves into the challenges and opportunities in the real estate lending industry, particularly the effects of market shifts and fluctuating interest rates on investment strategies.
Key Highlights:
Building Relationships: Success in real estate finance relies on developing strong connections and delivering consistent value to clients.
Navigating Market Shifts and Interest Rates: Understanding the impact of market changes and fluctuating interest rates is essential for thriving in the lending industry.
Leveraging Credit Cards in Real Estate: Leveraging credit cards to invest in real estate with no upfront cash can be a viable strategy but demands careful risk management to be effective.
Mentorship and Advisors: Surrounding yourself with experienced mentors and advisors is critical for making well-informed, responsible investment decisions.
Matthew's Why: His mission is to help as many people as possible by providing opportunities, guidance, and long-lasting impact through his real estate finance expertise.
This episode offers valuable insights for those in the real estate finance world or anyone looking to navigate market shifts, leverage creative financing, and build meaningful relationships. Matthew Weber’s story highlights how adaptability, responsible investing, and having a strong support system can lead to success in real estate finance. Tune in to learn how you can apply these strategies and make an impact in your real estate investing journey.
Get in touch with Matthew:
www.dealswithnomoney.com
https://www.instagram.com/trainerweber/
https://www.facebook.com/trainer.weber/
https://www.linkedin.com/in/matthew-weber-32164859/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this insightful episode of the Know Your Why Podcast, host Dr. Jason Balara sits down with Dave Foster, a qualified intermediary and seasoned expert in real estate investing, to explore the powerful wealth-building tool known as the 1031 exchange. Dave shares his personal journey in real estate investing and emphasizes the importance of knowing your 'why' - the deeper purpose behind your investment decisions. This clarity can shape the direction of your investment strategy and long-term financial goals. Dave shares valuable tips for those just starting their real estate journey, stressing the importance of patience, planning, and taking a long-term approach to wealth accumulation.
Key Highlights:
Real Estate Investing & 1031 Exchange: A 1031 exchange allows investors to defer capital gains taxes when selling and buying investment properties, making it an essential tool for tax-efficient wealth building.
Qualified Intermediary: Dave Foster, as a qualified intermediary, plays a vital role in ensuring the legal and tax compliance of a 1031 exchange.
Tax Deferral & Wealth Building: Investors can defer taxes and reinvest in higher-value properties, allowing them to grow their portfolios more rapidly.
Timeframes & Rules: Success in a 1031 exchange hinges on adhering to strict deadlines, such as identifying a replacement property within 45 days and completing the transaction within 180 days.
Syndications & 1031 Exchange: The 1031 exchange can be applied to real estate syndications, but it requires careful planning and coordination with all parties involved.
Long-Term Investment Strategy: Patience, a clear 'why,' and a long-term mindset are critical to maximizing the potential of real estate investments and tax strategies.
If you're interested in building wealth through real estate investing, this episode offers invaluable insights into how a 1031 exchange can help you defer taxes and grow your portfolio. Dave Foster’s expertise makes complex concepts easy to understand, and his practical advice on real estate syndications and investment strategies will leave you equipped to take the next step in your investing journey.
Get in touch with Dave:
YouTube: https://www.youtube.com/c/The1031Investor
Facebook: https://www.facebook.com/DaveFoster1031LinkedIn: https://www.linkedin.com/in/davefoster1031/Twitter: https://twitter.com/DaveFoster1031Instagram: https://www.instagram.com/davefoster1031/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why podcast, Dr. Jason Balara sits down with Andrew Postell, a real estate investor who shares his inspiring journey from humble beginnings to achieving financial independence through real estate investing. Influenced by his uncle, Andrew began with house hacking and the BRRRR method to build his portfolio. He discusses the challenges he faced, including a lack of resources and guidance, but his persistence and passion for learning helped him grow steadily in the real estate industry.
Key Highlights:
Real Estate Investing & Financial Independence: Real estate investing requires a long-term mindset, and leveraging properties can lead to financial independence over time.
Buy-and-Hold & BRRRR Method: Andrew’s success stems from the buy-and-hold strategy and using the BRRRR method (Buy, Rehab, Rent, Refinance, Repeat) to build a solid portfolio.
House Hacking: He started small with house hacking and continued leveraging this strategy to gain better-performing assets.
Taking Action: Real estate investing is all about action—get started, trust your instincts, and continue learning through the process.
Community & Networking: Andrew emphasizes the importance of building relationships, joining real estate groups, and attending meetups to learn from experienced investors and grow your network.
Pre-Qualification & Financial Aspects: Understanding the financial aspects of real estate investing is key. Getting pre-qualified with a lender is an essential first step to ensure you are financially prepared.
If you’re looking for practical advice and inspiration to jumpstart your real estate investing journey, this episode is packed with valuable insights from Andrew Postell’s personal experiences. Whether you’re exploring strategies like house hacking, the BRRRR method, or simply looking to learn more about building a strong community in real estate, Andrew’s story offers actionable steps to guide you. Tune in to learn how Andrew’s approach can help shape your path in real estate and connect with others on the same journey.
Get in touch with Andrew:
https://www.youtube.com/channel/UC5SP0jcoyD35Rwx_pg9b5WQ
https://www.rate.com/loan-officers/andrew-postell-392627
https://www.tiktok.com/@drewp4vp
https://www.instagram.com/drewp4vp/
https://www.facebook.com/andrew.postell
https://www.linkedin.com/in/andrewpostell/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why Podcast, Dr. Jason Balara welcomes real estate investor Randal McLeaird, who shares his transformative journey in the real estate industry. Randal’s path began during his college years, driven by a desire to own a home. His extensive experience across mortgages, title transactions, and property acquisitions laid the groundwork for what would become a robust real estate portfolio.
Key Highlights:
Real Estate Journey: Randal’s journey in real estate started with his first home purchase in college, evolving into a successful career in both residential and commercial real estate.
Experience & Calculated Risks: His experience across mortgages and title transactions provided a strong foundation, while calculated risks and a focus on cash flow helped him build a stable and scalable portfolio.
2020 Shift in Priorities: The year 2020 marked a turning point, where Randal shifted toward larger commercial real estate transactions and syndications, aligning his business with his desired lifestyle.
Focus on Family & Financial Education: Randal emphasizes the importance of financial education, not just for himself, but for his children, to create generational wealth.
Passive & Active Income: Combining passive and active income is crucial for financial success, offering stability and growth opportunities.
Long-Term Mindset: Randal’s approach to real estate investment is rooted in having a long-term mindset, which is essential for wealth creation and financial freedom.
Lifestyle Design & Knowing Your 'Why': A fulfilling life is built on lifestyle design and aligning your actions with your values. Randal encourages listeners to know their ‘why’ and use it as a guide in both business and personal life.
Real Estate Investment Opportunities: Randal shares insights into real estate investment strategies and offers listeners the opportunity to connect and explore potential investment opportunities.
This episode is packed with actionable insights for anyone interested in real estate investment, from those just starting their journey to seasoned investors. Randal McLeaird's experience, from single-family homes to commercial real estate syndications, showcases the importance of calculated risks, cash flow focus, and long-term planning. Whether you’re looking to deepen your financial education, or explore new asset classes, this episode offers valuable lessons and opportunities for growth.
Get in touch with Randal:
https://www.agentsbuildingcashflow.comhttps://www.ridgelineig.com/https://podcasts.apple.com/us/podcast/agents-building-cashflow/id1654049018https://www.youtube.com/channel/UC9jpilDVGinyoY2CgDPG97whttps://www.linkedin.com/in/randalmcleairdhttps://www.tiktok.com/@agents_building_cashflow
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with real estate expert Greg Bronson, who brings 19 years of experience in the industry. Greg shares his in-depth knowledge of residential real estate, student housing, and senior housing, offering valuable insights into the various asset classes and their unique demand drivers. As an industry veteran, Greg highlights how the need for housing and care across different demographics creates stability in these sectors.
Key Highlights:
Real Estate & Housing Demand: Residential real estate continues to be driven by the fundamental need for housing, making it a solid and reliable investment option.
Diversification Across Asset Classes: Greg underscores the importance of diversifying investments across asset classes, including residential real estate, student housing, and senior housing, to navigate an unpredictable market.
Private Credit Investments: Private credit can offer steady cash flow and reduced risk compared to traditional stock market investments, making it a valuable addition to a diversified portfolio.
Student & Senior Housing: The demand for student housing remains strong, while the senior housing market is growing rapidly due to the aging population, presenting unique investment opportunities in both sectors.
Market Outlook & Adaptability: Greg discusses the current market outlook, emphasizing the need for adaptability and forward-thinking strategies in response to evolving demand drivers and market conditions.
For listeners interested in navigating the complexities of real estate investing, this episode provides a wealth of knowledge from Greg Bronson’s extensive experience. With his focus on residential real estate, student housing, and senior housing, Greg offers actionable insights into asset classes, demand drivers, and the importance of diversification. Whether you're exploring private credit investments or seeking opportunities in a shifting market, this episode will help you refine your investment strategy. Tune in on YouTube, Spotify, or Apple Podcasts to learn how to dive deeper into your real estate journey.
Get in touch with Greg:
https://www.ashlandcapitalfund.com/
https://www.linkedin.com/in/gregory-bronson-49347b14/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why Podcast, host Dr. Jason Balara is joined again by seasoned real estate investor Lane Kawaoka, who shares his journey from managing single-family rentals to becoming a major player in syndication deals and development projects. Lane provides valuable insights into the current real estate landscape, emphasizing the importance of adapting and diversifying investment strategies to succeed in today’s market.
Key Highlights:
Adaptation & Diversification: Lane stresses the need for real estate investors to adapt and diversify their portfolios based on shifting market conditions and personal financial goals.
Value-Add Strategies: Implementing value-add strategies is essential for reducing risk and increasing profitability in real estate investments.
Interest Rate Impacts: Interest rate changes can have significant effects on real estate deals, and investors need to be prepared for potential market corrections.
Development Projects: Development ventures require detailed planning and foresight, with key areas like land acquisition and zoning playing a major role in the success of a project.
Blended Investment Portfolios: Investors should look beyond real estate, considering alternative investments and diversified wealth-building strategies to optimize their portfolios.
This episode is a must-listen for both novice and experienced real estate investors looking to navigate a volatile market and optimize their investment strategies. Whether you're curious about syndication deals, development projects, or building long-term wealth, this conversation will provide the tools and mindset to grow your portfolio effectively. Tune in on YouTube, Spotify, or Apple Podcasts to gain valuable knowledge from one of the industry's top investors.
Get in touch with Lane:
Website: https://thewealthelevator.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why Podcast, host Dr. Jason Balara is joined by Patricia Andre-Wiltens and Tony Persaud, real estate agents and founders of The Unengaged Agent. Patricia and Tony dive into the crucial role of social media marketing and technology in today’s real estate industry. The conversation emphasizes the impact of video content on client relationships and brand building, with Patricia and Tony encouraging agents to embrace video marketing as a powerful tool for showcasing authenticity. They offer advice for new agents, recommending that they start with the social media platform where they already spend the most time and feel comfortable. Additionally, Patricia and Tony reflect on the evolving nature of real estate marketing, the growing role of AI, and the importance of maintaining a personal touch to stand out in a digital landscape.
Key Highlights:
Social Media Marketing for Real Estate: Patricia and Tony emphasize the necessity of using social media platforms to connect with clients, build a personal brand, and stay competitive in the evolving market.
Streamlining Content with AI: Tools like ChatGPT and Repurpose.io can help agents automate and streamline content creation and distribution, allowing more time for client engagement.
Video Marketing for Authenticity: Video is a powerful tool for agents to build trust and authenticity with their audience. Showing behind-the-scenes content and being genuine can foster deeper connections.
Start Where You’re Comfortable: For agents new to social media marketing, starting with the platform they use most frequently is a smart first step.
AI in Real Estate Marketing: While AI can greatly enhance marketing efforts through automation and data analysis, maintaining a personal touch remains essential to build lasting relationships with clients.
Collaborating for Greater Reach: Partnering with local businesses and community members can expand an agent’s reach and create valuable relationships in the real estate market.
Consistency is Key: Video marketing may feel challenging at first, but with consistent effort and practice, agents can master this tool and enjoy its long-term benefits.
Passion and Purpose: Having a clear "why" and a genuine passion for helping others is the foundation for lasting success in real estate.
Conclusion:
Whether you're new to marketing or looking to refine your strategy, this episode provides actionable tips to enhance your presence and impact in real estate. Listen on YouTube, Spotify, or Apple Podcasts to learn how you can take your real estate marketing to the next level.
Get in touch with Tony and Patricia:
Webinar: https://webinar.sshccampaign.com/webinar/registration/65a9bf3d7ae2b5469f341c70
IG: https://www.instagram.com/theunengagedagent/
FB: https://www.facebook.com/theunengagedagent
LI: https://www.linkedin.com/company/theunengagedagent/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why Podcast, host Dr. Jason Balara sits down with Jeffrey Panik, who shares his journey from military service to becoming a financial planner, and his passion for improving financial literacy among young people. Jeffrey reflects on his own experience with student loan debt and the financial challenges many college students face today.
Key Highlights:
Purpose Before College: Jeffrey emphasizes the need for students to find their purpose and direction before committing to a four-year degree.
Addressing the Student Debt Crisis: There is a pressing need for better financial education in schools to help students avoid the pitfalls of student loan debt.
Alternative Pathways: Discover how community colleges and apprenticeships offer viable, cost-effective alternatives to traditional college degrees.
Early Financial Education: The importance of teaching young people about financial responsibility and how to make informed decisions regarding higher education.
Affordability and School Choice: How parents and students can have open discussions about the affordability of different schools and the long-term impact of student debt.
Conclusion:
Jeffrey Panik’s story shines a light on the student debt crisis and the challenges young people face in navigating higher education costs. By encouraging purposeful decision-making and considering alternatives like community colleges and apprenticeships, Jeffrey offers practical solutions for minimizing student loan debt and achieving financial stability.
Get in touch with Jeffrey:
Website: https://jeffreypanik.com/
Amazon: https://amzn.to/3zyQfna
Instagram: https://www.instagram.com/yourfutureisnow12/
Facebook: https://www.facebook.com/people/Your-Future-Is-Now/61561132010284
LinkedIn: www.linkedin.com/in/jeffpanik
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why Podcast, host Dr. Jason Balara speaks with Keshav Kolur, full-time real estate investor and founder of Clive Capital. Keshav shares his inspiring journey into real estate and his mission to help everyday investors build generational wealth through alternative investment opportunities. His experience highlights the importance of staying educated on market trends, managing losses, and maintaining a focus on long-term goals.
Key Highlights:
Know Your Why: Understanding your core motivations is crucial to achieving success in real estate and any other venture.
Time Management & Team Building: Learn how Keshav prioritizes time management and the importance of building a team to delegate tasks and scale effectively.
Essential Asset Investments: Keshav highlights the value of investing in assets that people will always need, such as affordable housing, to ensure steady demand.
Market Awareness: Stay informed about market trends and shifts to identify new opportunities and make educated investment decisions.
Accepting Losses: Acknowledge that losses are part of the investment journey, and use setbacks as learning experiences.
Long-Term Focus: Keshav stresses the importance of focusing on long-term goals like financial freedom and contributing to solving the housing shortage by providing quality, affordable homes.
Conclusion:
Keshav's insights on time management, team-building, and strategic investments offer valuable lessons for anyone looking to create lasting wealth through real estate.
Get in touch with Keshav:
https://www.clivecap.com/alternative-assets
https://www.instagram.com/keshavkolur/
https://www.facebook.com/keshavkolur/
https://www.linkedin.com/in/keshavkolur/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why Podcast, host Dr. Jason Balara speaks with Zach Zimmer, who shares his inspiring journey from climbing the corporate ladder to achieving financial independence through real estate investing. Starting with rental properties and eventually expanding into syndications, Zach provides valuable insights into his strategies for building wealth while maintaining the security of a W-2 job.
Key Highlights:
Calculated Risk-Taking: Zach explains how taking calculated risks and seizing opportunities can pave the way to financial independence.
Staying Employed While Investing: Maintaining a W-2 job while building a real estate portfolio offers financial stability and a steady income stream.
Rent-to-Own Strategy: Learn about Zach’s rent-to-own agreements for single-family homes, a strategy that can offer passive income but comes with risks related to tenant care.
Diversifying Investments: Zach emphasizes the importance of diversifying across multiple asset classes, including oil and gas, apartments, and self-storage, to mitigate risks.
Challenges in Real Estate: Real estate investing is not without its difficulties, including potential losses when trusting the wrong people in private equity deals.
Building a Rental Portfolio: Creating a robust rental portfolio is a cornerstone strategy for achieving long-term financial independence.
Coaching and Mentorship: Zach finds fulfillment in helping others achieve financial freedom by teaching and coaching them through their own real estate investment journeys.
Get in touch with Zach:
https://realzachzimmer.com/
https://www.facebook.com/RealZachZimmer/
https://podcasts.apple.com/us/podcast/passive-income-life-7-figure-investing/id1735336077
Text TPL to 33777 to receive Zach’s five strategies to seven figure passive income
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalaraAudio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
In this episode of the Know Your Why Podcast, host Dr. Jason Balara and Rachel McFarlane provide an in-depth update on the Lark Veterinary Impact Fund. The discussion covers recent performance insights, exciting announcements, and investment opportunities in the fund, which specializes in B-class multifamily properties and established, cash-flowing small businesses. Jason and Rachel highlight the strong fundamentals of the multifamily real estate market and the promising growth potential within the small business sector.
They also address key investor concerns regarding distributions, the future outlook for the fund, and how the assets within the portfolio are positioned to deliver returns. Although technical issues arose during the webinar, listeners are encouraged to reach out for additional information or clarification.
Key Highlights:
Fund Investment Focus: The Lark Veterinary Impact Fund invests in B-class multifamily real estate and established, cash-flowing small businesses, targeting strong returns and growth.
Multifamily Market Resilience: Learn about the stability and resilience of the multifamily housing sector, even during economic downturns, making it a solid investment choice.
Investor Distributions: The fund provides distributions tied to asset performance, with a goal of delivering a 10% preferred return to investors.
Growth Potential: Explore new investment opportunities as the fund's raise period remains open, offering significant potential in both the real estate and small business markets.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.
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Artist: http://audionautix.com/
In this episode of the Know Your Why Podcast, host Dr. Jason Balara speaks with Travis Freeman, a self-made millionaire, financial planner, and author of The Fortune of Youth. Travis shares his inspiring journey from growing up on food stamps to becoming a successful entrepreneur. He dives into the pivotal moments of his career and personal life, offering practical advice on entrepreneurship, investing, and personal development.
Key Highlights:
Risk-taking & Self-investment: Discover why taking calculated risks and consistently investing in yourself are essential to entrepreneurial success.
Building a Team: Learn how Travis navigates the challenge of growing a business, including when to hire and delegate based on task importance and time constraints.
Work-Life Balance: Travis discusses how to prioritize family while pursuing ambitious business goals, fostering both personal and professional growth.
The Value of Time: Gain insights into how understanding the finite nature of time and the infinite potential of money can unlock new levels of wealth creation.
Embracing Challenges: Explore how choosing the more difficult path can lead to greater growth, both personally and financially.
Get in touch with Travis:
https://growthinfo.com/
On LinkedIn: Travis Freeman, CFP®
On Amazon: https://amzn.to/4d135Zc
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/...Artist: http://audionautix.com/
In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Dr. Megan Sprinkle, a leading veterinary nutritionist, to dive into her unconventional journey in veterinary medicine. Megan shares how exploring non-traditional career paths, embracing curiosity, and thinking outside the box has been key to her personal and professional fulfillment. Whether you're a veterinarian or in another field, this conversation provides valuable insights on how to navigate career transitions and discover new opportunities for growth.
Key Highlights:
Adapting to Career Changes: Megan emphasizes the importance of reassessing and adapting to changes in both life and career, offering tips on how veterinarians and professionals can embrace the evolving nature of their industries.
Thinking Outside the Box in Veterinary Medicine: Learn how embracing curiosity and exploring alternative ideas can lead to greater happiness and fulfillment in your career.
Entrepreneurship and Innovation in Veterinary Medicine: Discover the benefits of entrepreneurial ventures and alternative career paths for veterinarians, and how they can lead to growth, success, and a more balanced life.
The Power of Networking: Megan and Jason highlight the importance of attending conferences, building relationships with industry professionals, and staying open to new possibilities for career advancement.
Personal Growth through Curiosity: Explore how being curious, asking questions, and stepping out of your comfort zone can drive both personal and professional development.
Working Smarter, Not Harder: Discover the concept of working less to accomplish more, and how prioritizing your well-being can lead to higher productivity and fulfillment in your career.
Building a Strong Support Network: Megan shares how having a solid support system is crucial when navigating career transitions, challenges, and pursuing new opportunities.
Spreading Kindness and Curiosity: Megan shares her “why,” which is spreading kindness and curiosity, and how these values can have a positive impact on the veterinary community and beyond.
Conclusion:
Whether you're in the veterinary industry or looking for inspiration to follow a non-traditional career path, this episode provides actionable advice on how to thrive, adapt, and succeed in today’s fast-changing world.
Get in touch with Dr. Megan Sprinkle:
http://vetlifereimagined.com/
IG: sprinklemc
FB: megan.sprinkle.dvm
LI: Megan Sprinkle, DVM, DACVIM (Nutrition)
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.
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Artist: http://audionautix.com/
In this episode of the Know Your Why Podcast, Dr. Jason Balara interviews Freddie Rappina, a seasoned wealth advisor and retired police officer, to dive deep into the financial strategies that separate the wealthy from the average American. Freddie shares insights on how to play the financial "chess game" to build lasting wealth, as opposed to the simpler, often ineffective "checkers" approach that most people are taught.
Key Highlights
Different Financial Game: Wealthy individuals and corporations play a vastly different financial game than the average American.
Investing in Real Assets: Real estate and business investments are pivotal for wealth creation.
Compound Interest Myth: Why compound interest is often unrealistic for most people.
Debt as a Wealth-Building Tool: Learn how debt, when used correctly, can become a powerful asset for building wealth.
Mindset Shift: Transitioning from "checkers" to "chess" in financial strategy requires a fundamental change in mindset.
Paying Off Debt Using Assets: Using assets and cash flow to eliminate debt is more effective than traditional budgeting and saving methods.
Tax Strategies for Wealth: Understanding tax incentives and how they can accelerate wealth-building efforts.
Generational Wealth: Freddie's personal mission is to create generational wealth that allows freedom for family and the pursuit of passions.
Conclusion
Tune in to learn how to shift your financial approach, leverage debt, and invest in wealth-building assets that can create generational prosperity.
Get in touch with Freddie:
On Amazon: https://bit.ly/4gipZhI
On LinkedIn: freddie rappina, chfc®ricp®aif®ccfs®
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/...Artist: http://audionautix.com/
In this episode of "Know Your Why Podcast," Dr. Jason Balara interviews Jake Falcon, a seasoned financial advisor with nearly 20 years of experience in the financial services industry. They discuss the importance of financial planning, strategies for navigating uncertain markets, and practical steps for preparing for retirement.
Key Highlights:
Background: Jake shares his journey from aspiring golf pro to financial advisor, highlighting his passion for finance and client service.
Financial Services Model: Jake discusses Falcon Wealth Advisors’ unique in-house investment management approach, emphasizing personalized strategies for clients without product-based sales.
Market Strategies: The episode addresses adapting financial strategies during uncertain times, including aligning assets with goals, building cash reserves, and balancing stocks and bonds.
Retirement Planning: Jake emphasizes the significance of having a financial plan and discusses his book, "Retiring Right," which serves as a guide for individuals at any stage of retirement planning.
Core Values: Jake reveals his personal "why" and the mission of his firm—to inspire clients to live happy and healthy lives by enhancing their financial literacy and overall well-being.
Client Relationships: The importance of understanding clients’ motivations and goals is highlighted, along with the need for regular check-ins to adjust financial plans as life circumstances change.
Conclusion:
This episode provides valuable insights for anyone looking to enhance their financial knowledge and prepare for the future. Tune in to learn from Jake Falcon’s years of experience and gain practical advice to help you navigate your financial journey!
Get in touch with Jake:
https://falconwealthadvisors.com/index.html
https://geni.us/RetiringRight
https://www.youtube.com/@UpticksPodcast
https://www.instagram.com/jake_falcon_crpc/
https://www.facebook.com/jake.falcon.524 https://www.linkedin.com/in/jakefalconfalconwealthadvisors/If you want to know more about Dr. Jason Balara and the Know your Why Podcast:https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
In this episode of "Know Your Why Podcast," Dr. Jason Balara interviews Shawn DiMartile, a former air traffic controller who transformed his life by diving into real estate investing. Shawn shares his journey, challenges faced, and insights gained through investing in multifamily properties and transitioning to development projects in California.Key Highlights:- Background: Shawn began his real estate journey in 2018, motivated by a desire to achieve early retirement from his demanding job as an air traffic controller.
First Investment: Liquidating 401(k) accounts with business partners, Sean and his colleagues purchased a 32-unit apartment complex in Indianapolis, tripling their initial investment.
Learning from Mistakes: Shawn emphasizes the importance of being properly capitalized and conducting thorough inspections before buying properties. He shares specific challenges encountered in his first project, including unexpected repairs.
Shifting Strategies: Transitioning to development in San Diego, Shawn discusses unique programs allowing him to increase density and build new units while navigating California's regulatory landscape.
Networking for Success: Shawn encourages aspiring real estate investors to attend networking events, build relationships with industry leaders, and create value for others to gain access to opportunities.
Long-Term Vision: With a focus on development, Jason and Shawn discuss their niche strategy and long-term goals, emphasizing the importance of adaptability in the ever-changing landscape of real estate investing.
Conclusion:
This episode is filled with practical insights for anyone looking to venture into real estate investment or streamline their existing practices. Tune in to learn about Shawn’s journey, and gain inspiration to take your first step toward real estate success!Get in touch with Shawn:www.takeoffcapital.comIf you want to know more about Dr. Jason Balara and the Know your Why Podcast:https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
Dr. Jason Balara interviews Travis Watts on this new episode of the Know Your Why podcast, discussing the changing real estate landscape in 2024. Travis, a full-time limited partner investor, shares insights on the impact of rising interest rates on commercial real estate and the opportunities presented by discounted valuations.
He emphasizes the benefits of diversification, passive income, and cash flow investing. Travis also highlights the importance of operational efficiencies, such as vertical integration and cost-saving procurement strategies.
Key Highlights:
Interest rates have surged, impacting commercial real estate differently from residential real estate.
Opportunities exist to invest in commercial real estate at discounted prices, with potential for significant returns.
Supply and demand dynamics point to a future shortage of rental units, increasing the value of existing properties.
Emphasizing the benefits of dollar-cost averaging, diversification, and focusing on cash flow rather than mere speculation on appreciation.
Implementing operational efficiencies like vertical integration and custom procurement processes can enhance returns and investor value.
Timing is crucial, with a short-lived window to capitalize on market downturns and discounted opportunities for growth in the real estate sector.
Get in touch with Travis:
www.ashcroftcapital.com
https://www.instagram.com/passiveinvestortips https://www.facebook.com/passiveinvestortips https://www.linkedin.com/in/traviswatts1234If you want to know more about Dr. Jason Balara and the Know your Why Podcast:https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
In this special episode of the Know Your Why Podcast, Dr. Jason Balara welcomes back Jerome Myers for a second appearance. Jerome, the founder of Myers Methods and a multifaceted entrepreneur, discusses his journey through different ventures and his latest focus on helping business owners transition from their companies with purpose and fulfillment.
Key Highlights:
Career Path and Corporate America:
Jerome shares his journey from studying engineering and playing football to working in the power industry as an entry-level engineer.
Highlights his rapid career progression, ending up leading a large team and generating significant revenue, only to experience the harsh realities of corporate downsizing.
Transition to Real Estate:
Describes his pivot to real estate investing, inspired by the allure of passive income and decoupling time from money.
Chronicles his early challenges and successes in acquiring real estate, managing properties through the COVID-19 pandemic, and achieving high equity multiples.
The Search for Fulfillment:
Discusses the void he felt despite financial success in real estate and his shift towards finding fulfillment.
Highlights the importance of impact and helping others achieve their dreams.
Founders Exit Paradox:
Introduces his new mission, the "Founders Exit Paradox," focused on helping business owners navigate the existential crisis often faced post-exit.
Emphasizes the importance of preparing for an exit and finding purpose beyond financial success.
Nourish, Evaluate, Explore, Transcend (NEXT) Framework:
Explains the four-step process to help individuals identify their next steps post-exit.
The importance of self-awareness and understanding one's strengths to navigate transitions successfully.
Legacy and Impact:
Discusses the concept of work optional and the importance of creating a meaningful legacy.
Shares personal insights on the significance of living a purpose-driven life and making a lasting impact on others.
Get to know Jerome:
www.exittoexcellence.com
www.theexitparadox.com/assessmenthttps://
www.instagram.com/coachjeromemyers/
https://www.linkedin.com/in/jeromemyers/If you want to know more about Dr. Jason Balara and the Know your Why Podcast:https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
In this episode of the Know Your Why Podcast, Dr. Jason Balara interviews Jon Harp, a seasoned realtor leading a successful real estate team in Columbus, Ohio. Jon shares his journey from college to building a prominent real estate team, discussing the importance of mentorship, adaptability in changing markets, and his dedication to helping other agents succeed.
Key Highlights:
Journey into Real Estate:
Jon started his real estate career in 2011, inspired by the popularity of HGTV flipping shows.
Initially joined the real estate industry to understand investing better but found a passion for helping other agents grow.
Importance of Mentorship:
Jon highlights the role of his mentor, Ryan, in shaping his career.
Emphasizes the value of finding the right mentor and learning through an apprenticeship model to accelerate personal growth in the industry.
Adapting to Market Changes:
Discusses how the real estate market can fluctuate and the importance of staying adaptable.
Identifies the need for real estate agents to focus on clients who have compelling reasons to move, such as job relocations, family changes, or financial necessities.
Training and Supporting New Agents:
As the leader of a 43-agent team, Jon focuses on training new agents.
Believes in identifying the best lead generation methods for each agent based on their personality, hobbies, and interests to maximize their success.
Long-Term Vision:
Jon and his team consistently think 10 years ahead, building their activities today to achieve future goals.
Maintains a continuous growth mindset, aiming to expand and adapt to market conditions.
Personal Motivations and Interests:
Shares his love for sports and his enjoyment in exploring the United States, particularly through camping and outdoor activities.
Get in touch with Jon:
https://www.instagram.com/jonharp_
https://www.facebook.com/harpjon
https://www.linkedin.com/in/harpjon/
Real Estate Cheat Code: https://www.facebook.com/realestatecheatcodeIf you want to know more about Dr. Jason Balara and the Know your Why Podcast:https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Michael Cannivet, founder, president, and chief investment officer of Silverlight Asset Management. Michael discusses his journey from discovering the stock market in college to founding his own investment firm.
They delve into financial strategies, the importance of risk management, and the intriguing idea behind his book, "The Four Minute Retirement Plan".
Key Highlights:
Early Career and Lessons from the Tech Bubble:
Michael’s introduction to the stock market during an internship at a venture capital firm during the tech bubble of 2000.
Insight into risk management and the parallels between the tech bubble and subsequent market crashes.
Experience at Fisher Investments:
Worked as a research analyst specializing in equities and gained firsthand experience of managing investments during the 2008 financial crisis.
Completion of Silverlight Asset Management and Entrepreneurial Journey:
After significant growth at a registered investment advisory firm, Michael launched Silverlight Asset Management in 2017.
Passive vs. Active Investing:
Discussion on the dramatic increase in passive investments from 2013 to 2023.
Michael emphasizes the importance of mixing active investments with passive ones to mitigate risks and maximize returns.
Navigating Investment Trends and Market Cycles:
Impact of social media on investor sentiment and stock values.
Strategic approaches to trading big-cap stocks like NVIDIA and Apple, and the importance of valuation and market cycles.
Personalized Financial Planning Through Storytelling:
Michael introduces a unique approach to financial planning by incorporating personal stories and values.
Highlights the psychological and motivational benefits of viewing financial plans as part of a larger life narrative.
Get in touch with Michael:
https://michaelcannivet.com/
www.silverlight.us
https://www.forbes.com/sites/michaelcannivet/
https://www.linkedin.com/in/michael-cannivet-1684bb111/If you want to know more about Dr. Jason Balara and the Know your Why Podcast:https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
In this new episode of the Know Your Why Podcast, Dr. Jason Balara chats with Casey Gregerson, a serial entrepreneur who has successfully navigated industries from real estate to sports and fitness.
Casey shares his journey from his first property purchase in college to developing integrated real estate businesses across multiple regions.
Key Highlights:
Early Beginnings and First Property:
Bought his first property in Laramie, Wyoming while in college, effectively house hacking with roommates.
Inspired by "Rich Dad, Poor Dad," he started focusing on assets and liabilities, leading to further real estate investments.
Balancing W2 Job and Real Estate:
Worked as a petroleum engineer for Shell, utilizing field assignments to manage and expand his rental property portfolio.
Explains the challenges and strategies of managing properties remotely.
Building Integrated Real Estate Verticals:
Developed a fully integrated company with specialized teams for marketing, construction, and property management.
Emphasized the importance of hiring and training virtual assistants (VAs) for property management tasks.
Overcoming Market Challenges:
Adapted to competitive markets by establishing a direct-to-seller approach, utilizing direct mail, cold calling, and online ads.
Successfully scaled to managing multiple properties and teams in Wyoming, Montana, and other regions.
Raising Capital and Expanding:
Recently started Bighorn Capital Fund to raise capital, allowing more flexibility and growth opportunities in real estate investments.
Aims to help others, especially oil and gas professionals, to invest in real estate without having to manage properties directly.
Personal Motivation and Future Goals:
Left his W2 job to gain more control over his time and prioritize family, specifically coaching his children's sports teams.
Plans to continue growing vertically integrated real estate operations and expand his capital fund to involve more investors.
Get in touch with Casey:
https://caseygregersen.com/If you want to know more about Dr. Jason Balara and the Know your Why Podcast:https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
In this inspiring episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Vlad Arakcheyev, a New Jersey-based multifamily investor and real estate agent. Vlad shares his journey from being a graphic designer to establishing Zontik Ventures, a company focused on achieving financial independence for his family and investors.
Key Highlights:
Journey to Real Estate:
Transitioned from graphic design to real estate after being furloughed during COVID-19.
Faced initial challenges but persevered to establish himself in multifamily investments.
The Power of Networking:
Importance of attending meetups and networking events despite the challenges posed by the pandemic.
Built connections that led to significant opportunities in multifamily investments.
Embracing Multifamily Investments:
Moved from single-family flips to multifamily properties for better scalability and security.
Joined a multifamily mentorship program to gain education and credibility.
Initial Success and Scaling:
Achieved the goal of acquiring 200 units in the first year.
Raised over a million dollars for the first deal, marking the start of many successful ventures.
Mindset and Determination:
Discussion on overcoming fear and maintaining a driven mindset, using examples from successful athletes.
Emphasis on starting now and consistently pushing forward, regardless of market conditions.
Balancing Life and Work:
Talks about his goal to balance work and family time, aiming to finish work by noon each day.
Highlights the importance of being present for his children and achieving a high-quality life.
Advice for Aspiring Investors:
Encourages passive investments for those unable to commit full-time to active investing.
Get in touch with Vlad:
https://zontikventures.com/ http://youtube.com/@vladarakcheyev https://www.youtube.com/@vlada1088 https://www.linkedin.com/in/vladarakcheyev/ https://www.facebook.com/Vlad.Arakcheyev1/ https://www.instagram.com/vlad_arakcheyev/ https://www.tiktok.com/@best_apartment_adviceIf you want to know more about Dr. Jason Balara and the Know your Why Podcast:https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
In this episode of the Know Your Why Podcast Dr. Jason Balara welcomes seasoned real estate investor Dan Lewkowicz . They discuss the evolution of the real estate market over the past few years. They delve into market trends, investment strategies, asset management techniques, tenant scenarios, and personal motivations in the real estate industry. Dan emphasizes the importance of family, legacy building, giving back, financial responsibility, and financial freedom as driving forces behind his success in real estate.
Key Highlights:
Dan's transition from house flipping to commercial real estate brokerage.Impact of interest rate changes on cap rates and borrowing costs in commercial properties.
Focus on shopping centers, short-term deals, and vacant properties for higher cap rates and forced appreciation.
Benefits of triple net leases for landlords and strategies like the "blend and extend" method for equity-building opportunities.
Contractual obligations of national tenants with triple net leases to continue paying rent even if they close a location.
Dan's personal motivations including family, legacy building, giving back, financial responsibility, and financial freedom.
Get in touch with Dan:
https://www.linkedin.com/in/dan-lewkowicz/If you want to know more about Dr. Jason Balara and the Know your Why Podcast:https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
On this episode on the Know Your Why Podcast Dr. Jason Balara and guest Kayla Donovan focus on discussing the M&A landscape in veterinary medicine. Kayla shares her journey from aspiring equine vet to business development in veterinary corporate operations and the importance of strategic transitions in the industry.
The discussion touches on the evolving market dynamics, impact of private equity in veterinary practices, challenges faced by practice owners during transitions, and the significance of planning for practice transitions.
Key Highlights:
Kayla's shift from veterinary medicine to business development in veterinary corporate operations.
Her experience in the M&A space, helping veterinary practices transition and plan for their futures.
Insights into the changing landscape of veterinary practice ownership and the importance of business acumen.
Strategies for practice owners to increase the value of their practices before selling.
The emotional and strategic considerations involved in transitioning ownership of a practice.
Get in touch with Kayla:
https://evotransitionpartners.com/
https://www.linkedin.com/in/kayla-donovan-73a88436/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
In this episode of the Know Your Why podcast, we welcome Kyle Kudoreski, Operations Manager at Web Street. Kyle discusses his journey from being an engineer to an investor and entrepreneur.
Kyle shares his transition from a stable corporate job to venturing into entrepreneurship to satisfy his entrepreneurial itch.
Key Highlights:
Kyle's background: Raised in East Tennessee, studied engineering, and worked in corporate America before venturing into entrepreneurship.
Journey into entrepreneurship: Started with vacation rental real estate, then explored the online business world, leading to the creation of Web Street.
Web Street's concept: Web Street allows fractional investing in online businesses, focusing on diverse categories like Amazon FBA, content sites, software as a service (SaaS), Amazon KDP, and digital advertising agencies.
Investing in online businesses: Kyle stresses the importance of getting educated before investing and emphasizes diversification in online business investments.
Rate of change in online businesses: Kyle highlights the rapid changes in the online business space, necessitating adaptability and understanding of diverse business models.
Get to know Know Kyle:
www.webstreet.co
https://webstreet.co/insights/
https://www.linkedin.com/in/kkuderew/
https://twitter.com/WebStreetLLC
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
In this episode of the Know Your Why Podcast, Dr. Jason Balara discusses the importance of value-based marketing and its impact on businesses. He interviews Kristin Spencer, a bestselling author and sales consultant specializing in value-centered marketing.
Kristin shares her personal journey, highlighting how her struggles with math led her to excel in storytelling and value-based marketing. She emphasizes the significance of understanding customers' values and how it shapes marketing strategies.
Key Highlights:
Importance of value-based marketing: Kristin delves into the concept of value-centered marketing, focusing on understanding customers' values, convictions, and lifestyle rather than just demographics.
Customization in marketing: Kristin stresses the need for customized marketing strategies tailored to individual businesses and their values to stand out in a competitive market.
Balanced approach towards profitability and values: She discusses the importance of balancing profitability with values and charity initiatives to create a sustainable business model.
Advice for marketing beginners: Kristin advises starting with validating business offers before investing in marketing strategies to ensure success and cost-effectiveness.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
In this episode of the Know Your Why podcast hosted by Dr. Jason Balara, he sits down with Efren Delgado, a former FBI special agent with extensive experience in national security, law enforcement, and private protection.
Efren shares his journey from being bullied as a child to becoming a protector of people, driven by his deep-seated resentment of injustice. He emphasizes the importance of understanding human behavior, being aware of potential threats, and staying focused on one's purpose to navigate through challenges and protect oneself and others.
Key Highlights:
Resentment of injustice and a drive to protect innocent people motivates Efren.
Understanding the psychology of good and bad individuals helps in navigating through life.
Emphasizes the importance of humility, wisdom, and selflessness in pursuing one's purpose.
Knowing your "why" and combining emotional energy with logical reasoning leads to effective decision-making.
Encourages selflessness and leading with kindness to find true meaning and happiness in life.
Get in touch with Efren:
@efrendelgado
https://www.facebook.com/share/5FT9hVd54YUt7nwZ/?mibextid=LQQJ4d
https://www.linkedin.com/in/efren-a-delgado-6aa5021a?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app
www.EfrenDelgado.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
Join Dr. Jason Balara on the "Know Your Why Podcast" as he delves into insightful conversations with successful individuals across various industries. In this episode, real estate broker Bob Knakal shares his journey, emphasizing the importance of passion, specialization, and adapting to market challenges.
Discover Bob's competitive spirit, evolving "why" in the industry, and valuable advice for finding success and fulfillment. Tune in to explore the driving forces behind achievement and gain valuable insights for your own path to success.
Key Highlights:
Bob emphasizes the significance of aligning passion with work to avoid burnout and achieve success in the real estate industry.
Specialization is crucial in the real estate sector, with Bob suggesting that becoming an expert in a market niche can lead to a competitive advantage.
The episode explores challenges in the market, such as policy changes impacting commercial real estate values in New York City, and how brokers like Bob adapt to these shifts.
Bob shares personal insights into his competitive drive, the evolution of his "why" in the industry, and the importance of working hard while maintaining an abundance mentality.
Listeners can gain valuable advice from Bob on finding their passion, working diligently, and fostering a mindset of abundance to pave the way for success and fulfillment in their careers.
Get in touch with Bob:
LinkedIn - https://www.linkedin.com/bobknakal
Facebook - https://www.facebook.com/bobknakalnyc
Instagram - https://www.instagram.com/bobknakalnyc X/
Twitter - https://www.twitter.com/bobknakal
YouTube - https://www.youtube.com/@bobknakalnyc
Tiktok - https://www.tiktok.com/bobknakalnyc
Linktr.ee - https://linktr.ee/bobknakalnyc
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
Dr. Jason Balara interviews Stas Grinberg, co-founder of Vision and Beyond Capital Investments, on the Know Your Why podcast. Stas shares his transition from an IDF officer to managing 3,000 real estate units in the U.S., moving from passive investing to active management, and scaling up from smaller properties to larger complexes.
He also talks about Foundation 2141, aiding retired IDF commanders in civilian life. The episode offers valuable real estate investment advice.
Key Takeaways:
From Soldier to Investor: Stas started investing in real estate while in the IDF and moved to Cincinnati in 2018 to expand his business.
Scaling Up: Shifted from smaller properties to larger complexes for better efficiency.
Navigating Market Challenges: Focuses on value-add projects and new developments, especially in Miami.
Strategic Decision-Making: Highlights the importance of property type selection and strong partnerships.
Supporting Veterans: Foundation 2141 helps retired IDF commanders transition to civilian life.
Perseverance and Learning: Stresses learning from failures and taking risks.
Get in touch with Stas:
https://www.instagram.com/stas.grinberg
https://twitter.com/grinberg_stas
https://www.linkedin.com/in/stas-grinberg-b3b75910a/
www.vnbinvest.comIf you want to know more about Dr. Jason Balara and the Know your Why Podcast:https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
Discover the path to financial freedom and entrepreneurial success with Jesse Ray! Starting as a 14-year-old cabana boy, Jesse mastered the real estate market and created thriving co-living communities.
Inspired by "Rich Dad, Poor Dad" by Robert Kiyosaki, he reveals the power of financial literacy, strategic planning, and mentorship. Jesse's transition from corporate America to full-time entrepreneurship is a testament to persistence and the importance of a supportive network.
Learn about Growth House, Jesse’s initiative to help others achieve financial freedom, and his ambitious plans for the future.
Key Takeaways:
Early Beginnings: Jesse's entrepreneurial journey began as a cabana boy, leading to success in real estate.
Mindset Shift: "Rich Dad, Poor Dad" shifted Jesse’s perspective on money and investments.Mentorship: Mentors and coaches fast-tracked Jesse’s success.
Supportive Environment: Surrounding yourself with like-minded individuals is crucial.
Persistence: Persistent action leads to unexpected opportunities.
Entrepreneurial Leap: Rental income surpassing corporate salary allowed Jesse to pursue real estate full-time.
Growth House: Jesse’s community aims to help others achieve financial freedom.
Strategic Networking: Derek’s success as an Airbnb manager highlights the power of community support.
Winning Mindset: Jesse believes in playing the game to win for long-term success.
Get in touch with Jesse:
https://www.youtube.com/@GrowthHouseTV
https://www.growthhouse.co/
https://www.instagram.com/thejesseray/
https://www.facebook.com/profile.php?id=100010717680041
https://www.linkedin.com/in/jesserayc/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
In this special Live episode, Dr. Jason Balara and Rachel McFarlane explore the unique intersection of veterinary medicine and real estate investing. Rachel, the newest member of the Lark Capital team, brings her background in veterinary medicine and real estate to share innovative investment strategies tailored for busy medical professionals.
This episode also underscores the importance of mental health awareness, particularly in the veterinary community, and introduces the Veterinary Impact Fund, an initiative aimed at fostering financial stability through multifamily real estate and small businesses. From understanding SEC regulations to comparing real estate with stock market investments, this episode is packed with valuable insights to help you navigate your investment journey.
Key Takeaways:
Background and Mental Health Awareness:
The importance of mental health awareness, especially during Mental Health Awareness Month.
Partnership with Not One More Vet to support mental health in the veterinary community.
Veterinary Impact Fund:
Introduction to the Veterinary Impact Fund, focusing on multifamily real estate and cash-flowing small businesses.
Explanation of the fund's structure and SEC regulatory requirements.
Benefits of combining real estate stability with the revenue-generating potential of small businesses.
Real Estate vs. Stock Market Investing:
Operational structure of Lark Capital and its approach to managing properties and small businesses.
Key differences between real estate and stock market investments.
Importance of flexibility and informed decision-making in investment strategies.
Building Wealth Through Smart Investing:
The necessity of maintaining open communication with investors and adapting strategies to market conditions.
The significance of time in wealth building and the importance of asking the right questions.
Opportunities for using retirement accounts like self-directed IRAs to invest in real estate.
Importance of Partnerships and Debt Structure:
Lessons learned from real estate investing and the value of surrounding yourself with the right team.
Emphasis on smart debt structuring and the benefits of loan flexibility.
Shifting focus from metrics like unit count to investor success and the importance of measured decision-making.If you want to know more about Dr. Jason Balara and the Know your Why Podcast:https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
Join us in this new episode of the Know Your Why Podcast with host Jason Balara as we dive into the world of successful real estate investing with Tucker Thompson, co-founder of Sweet Bay Capital. Learn about Tucker's journey from JP Morgan's halls to real estate success alongside Max Shelton.
Discover their gradual transition from student rentals to managing a growing portfolio of multifamily units across Virginia, North Carolina, and South Carolina.
Key Takeaways:
1.The Power of Financial Backgrounds in Real Estate:
Leveraging investment banking and private equity skills for real estate success
2.Key skills like financial modeling played a vital role in their achievementsStrategic Market Focus:
Focus on specific states for operational efficiency and competitive edge
3.Targeting areas with positive demographic trends and job growth:
Evolution from Student Rentals to Multifamily Investments
Started with student rentals, then shifted to larger multifamily units for scalability
4.Building a sustainable business model through strategic changes Hands-On Approach and Operational Excellence:
Emphasis on hands-on property management and tenant satisfaction
5.Transparency with investors and operational efficiency are crucialScalability and Long-Term Vision:
Targeting larger multifamily properties and potential vertical integration
6.Aiming for cost savings and streamlined operations for long-term success Advice for Aspiring Investors:
Importance of patience, strategic planning, and maintaining a job while investing.Real-life experiences are invaluable in building a successful investment career.
Get in touch with Tucker:
https://www.sweetbay-capital.com/
https://www.linkedin.com/in/tucker-thompson-3a175b80/If you want to know more about Dr. Jason Balara and the Know your Why Podcast:https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
In this podcast episode, Jason Balara interviews Simon Severino, a sales and business strategy coach. Simon discusses scaling businesses sustainably, entering new markets, achieving $35K in monthly recurring revenue, documenting processes, delegation, revenue strategies in tough markets, long-term planning, and maintaining an entrepreneurial mindset.
Key Takeaways:
Understanding and Entering Markets:
Quickly validate business hypotheses through small launchesAchieving $35K monthly revenue signals readiness for scalingDocumenting Processes:
2.Document processes to delegate and create an independent businessDelegation and Task Prioritization:
-Identify tasks to delegate first for efficiency and growth
-Innovate with new asset classes or recurring revenue streams
4.Utilize bear markets to build additional revenue streamsLong-Term Planning and Innovation:
-Use downturns to create intellectual property and passive income
5.Prepare for future market upswings during slow periodsEntrepreneurial Mindset:
Get in touch with Simon:
https://www.strategysprints.com/
https://www.facebook.com/strategysprints/
https://twitter.com/strategysprints
https://www.instagram.com/strategysprints/
https://www.linkedin.com/in/simonseverino/
https://www.youtube.com/channel/UCnSFgJd0CrsEdQdO21txR2A
https://podcasts.apple.com/us/podcast/strategy-sprints/id1299008831
https://www.amazon.com/Strategy-Sprints-Accelerate-Growth-Business/dp/139860349X
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
In this episode, we sit down with Dr. Marie Holowaychuck, a board-certified small animal emergency and critical care specialist with a compelling story of overcoming burnout and advocating for veterinary team well-being.
Dr. Holowaychuck opens up about her journey through veterinary medicine, from growing up with veterinarian parents to facing the immense challenges of burnout and mental health. She shares transformative experiences, including a life-altering car accident, that shifted her focus toward mindfulness, self-care, and advocating for systemic changes within veterinary practices.
This episode provides valuable insights into the impact of work culture on well-being and offers practical advice for veterinarians seeking balance and support in their careers.
Key Takeaways:
Personal Journey and Challenges:
Dr. Holowaychuck shares her path from early exposure to veterinary medicine through her parents to becoming a specialist in small animal emergency and critical care.
She discusses her academic and professional experiences, including her passion for teaching and mentorship at prestigious institutions.
Marie candidly reveals her struggles with burnout and mental health, leading to significant career changes and a new focus on veterinary team well-being.
Impact of Work Culture on Well-Being:
The episode delves into the challenges faced in academia and veterinary practices, such as demanding on-call schedules and blurred boundaries between personal and professional life.
Marie highlights the critical lack of training in communication and mental health during academic years, contributing to unawareness of burnout symptoms and mental health stigma.
Transformative Experiences and Self-Care:
A pivotal car accident forced Marie to slow down, leading to a period of self-discovery, mindfulness, and yoga practice.
This transformative experience inspired her to teach these principles to others, emphasizing the importance of self-care and mindfulness in high-stress professions.
Advocacy and Systemic Issues:
Marie discusses systemic issues within veterinary practices, such as non-compete clauses and their impact on veterinarians' careers.
Recent legislative changes in the U.S. making non-compete clauses illegal could lead to better work environments as employers strive to retain employees who now have the liberty to move to more favorable jobs.
Supporting Mental Health in Veterinary Medicine:
The episode underscores the broader implications of supporting mental health in the veterinary profession, highlighting the critical role veterinarians play in human happiness and societal well-being.
Marie emphasizes the importance of gratitude, connection, and reaching out for support, offering practical advice for veterinarians feeling isolated or overwhelmed.
Gratitude and Connection:
The episode concludes with a heartfelt discussion on the value of communication and reaching out for support, encouraging veterinarians to speak up and seek help when needed.
Marie shares her personal love for music, adding a personal touch to the conversation and underscoring the importance of finding joy and balance in life.
Tune in to hear Dr. Holowaychuck’s inspiring journey, her advocacy for better work-life balance, and the importance of supporting the well-being of veterinary teams for the betterment of pets and their owners.
Get in touch with Dr.Holowaychuck:
IG: @marieholowaychuk
FB: @drmarieholowaychuk
LI: @drmarieholowaychuk
https://revivingvetmed.com/If you want to know more about Dr. Jason Balara and the Know your Why Podcast:https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
In this new episode of the Know Your Why podcast, Dr. Jason Balara interviews Ben Utley, a Certified Financial Planner (CFP) and service team leader atPhysician Family Financial Advisors. Ben shares his journey from a pivotal childhood lesson in suburban Texas to becoming a financial advisor specializing in helping doctors and veterinarians with dynamic financial planning.
Listeners will learn the importance of evolving financial plans, retirement planning, student loan management, and balancing professional and personal life.
Ben's approach emphasizes continuous adjustments and finding joy in one's work, especially in high-stress professions like medicine.
He also discusses the importance of self-education and personal responsibility in managing financial stress and student loans. Ben's mission to support physicians with children highlights his deeper 'why' behind his work.
Key Takeaways:
-Exploring Success: Ben's childhood story of finding a $20 bill amidst aluminum cansand its impacton his work ethic.
-Financial Planning and Retirement Considerations: The necessity of iterativefinancial planning over static plans and finding joy in work.
-Work, Purpose, Family, and Burnout: Balancing work and family, valuingconnections over wealth, and challenges faced by doctors and veterinarians.
-Navigating Student Loans and Financial Responsibility: Managing student loananxiety, the 'tax bomb' of loan forgiveness, and the importance of self-education.
-Discovering the Why Behind Success:Ben's focus on supporting physicians withchildren and insights into his podcast.
Get in touch with Ben:
Website: https://www.physicianfamily.com/Podcast: Physician Family Financial Advisors Podcasthttps://www.physicianfamily.com/blog
LinkedIn: https://www.linkedin.com/company/physician-family-financial-advisors-inc/
Facebook: https://www.facebook.com/PhysicianFamilyFinancialAdvisors/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
In this new episode, Jason sits down with Brian Burke, a seasoned multifamily real estate mogul and the President and CEO of Praxis Capital. Brian shares his transformative journey from house flipper to managing over 4,000 multifamily units and raising $300 million in investor capital.
The conversation explores how Brian has navigated various market cycles, particularly the severe downturn in the multifamily market, which he describes as more intense than the 2008 financial crisis.
Brian's expertise in protecting investor capital through turbulent times and his strategic decision-making process provide invaluable lessons for both seasoned and aspiring passive investors.
Key Takeaways:
Brian's Journey:
The transition from house flipping to multifamily real estate around 20 years ago.
Managing over 4,000 multifamily units, raising $300 million from thousands of investors without losing any investor capital.
Market Insights:
Current multifamily market downturn is described as more severe than the 2008 financial crisis.
Multifamily pricing has dropped by 30- 40% from its peak in early 2022.
Track Record and Investor Protection:
-The importance of a strong track record, especially through various market cycles.
-Brian's approach to protecting investor capital, including dipping into personal funds during challenging times to cover expenses and debt service.
-Brian's strategy for selling properties during market peaks and buying duringdownturns.
Insights into market indicators and gut feelings that led to timely exits and entries in the real estate market.
Debt Structure and Risk Management:
The critical role of debt structure in real estate investments.
Avoiding high leverage and short-term bridge debt during uncertain marketconditions to mitigate risk.
Advice for Passive Investors:
Importance of vetting syndication sponsors' track records and market experience.
Get in touch with Brian:
www.praxcap.com
IG: @investorbrianburke
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
Welcome to another enlightening episode of our podcast, where we dive into the inspiring journey of Keith Blackborg from a Certified Public Accountant (CPA) to a real estate titan. Join us as Keith shares his story of building wealth, achieving happiness, and understanding the true riches of life.
Key Takeaways:
Pursuing Financial Independence: Keith achieved financial independence by age 30, demonstrating that with the right strategies and decisions, it's possible to reach financial freedom early in life.
Balancing Wealth and Personal Fulfillment: Success can come with a cost. Keith's professional achievements put a strain on his marriage, leading him to make tough choices about what truly matters in life.
Investment Strategies for All Levels: Whether you're starting with a modest sum or scaling up, Keith discusses how investment strategies must evolve with your wealth, highlighting the importance of a good support team.
Navigating Oil and Gas Investments: Keith cautions about the potential pitfalls of oil and gas investments and the importance of prioritizing return on investment and capital safety over tax benefits.
Get Started in THE Business of Wealth and find your guide here:
https://pages.financialjourney.life/weath-as-the-business
Connect with Keith:
https://www.financialjourney.life/
https://www.facebook.com/keith.blackborg
https://www.linkedin.com/in/keithblackborg/If you want to know more about Dr. Jason Balara and the Know your Why Podcast:https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
Welcome to the "Know Your Why" Podcast, where we dive into the personal stories and strategies of those who have successfully navigated the path from traditional careers to extraordinary lives of entrepreneurship and philanthropy.
In this episode, we are joined by Dave Homyak, a former engineer who has redefined success by transitioning from the rigidity of the 9-to-5 to the freedom and impact of real estate investment and entrepreneurship.
Key Takeaways:
Strategies for Financial Independence:
Dave replaced 100% of his engineering income in under two years by strategically investing in short-term rentals in the Smokies.
Understanding your proximity to financial independence can empower you to make bold career and life decisions without fear.
The Power of Partnerships:
A casual conversation led to the formation of a virtual assistant placement company, showcasing the unexpected opportunities that arise from networking and partnerships.
Aligning with others who have complementary strengths can create new ventures and significantly enhance your success.
Impact Beyond Wealth:
Dave emphasizes the importance of using wealth for philanthropy, like funding anti-trafficking operations, highlighting the fulfilling aspects of giving back.
Success is not just measured by the balance sheet but also by the ability to make a meaningful impact on the world.
Challenging Personal Growth:
Pushing physical and mental limits through activities like endurance races and climbing Mount Kilimanjaro leads to personal growth and fulfillment.
Embracing challenges outside of one's comfort zone can have a transformative effect on all areas of life.
Leveraging Virtual Assistance:
Virtual assistants can streamline your business operations, increasing productivity and freeing up time for creativity and family life.
The virtual assistant placement company born from Dave's needs now helps other entrepreneurs maximize their time and simplify their lives.
Connect with Dave:
www.TheRockstarVAs.com
https://www.facebook.com/dave.homyak/ https://www.linkedin.com/in/david-homyak-9827a211/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
Welcome to a heart-touching and insightful episode where we're joined by Jennifer Evans, a seasoned veterinary professional and an inspiring "veterinary optimist."
In this deep dive into the ups and downs of veterinary careers, we discuss the passion that fuels the profession, the burnout that too often follows, and the hopeful path to industry renewal.
Key Takeaways:
Passion Can Lead to Burnout: Jennifer shares her personal journey, starting in veterinary medicine at a young age and eventually experiencing burnout that led her to pivot to industry work. Her story is a testament to the passion that drives many in this field and the burnout that can ensue from its intense demands.
Industry-Wide Rejuvenation Is Needed: We discuss the pervasive sense of discontent among veterinary professionals and explore the need for a cultural revolution in veterinary practice that values resilience, support, and solidarity.
The Weight of Expectations: Delving into the daily grind of veterinary practice, we talk about the financial and emotional challenges faced by professionals, including the need for fair compensation and the necessity to adapt to the evolving world.
Communication Is Crucial: Conflict and misunderstandings are part of any workplace, and veterinary clinics are no exception. We touch on the importance of understanding communication styles, empathetic interactions with pet owners, and managing conversations to avoid unnecessary stress.
Mentorship and Training Are Key: Reflecting on the transformative power of positive influence, we discuss the role of mentorship and training in building a brighter future for veterinary medicine.
Personal Optimism Drives Change: The episode wraps up with an emphasis on personal optimism and the power of understanding one's "why" in fostering a supportive and fulfilling workplace culture.Get in touch with Jennifer:
https://www.linkedin.com/in/jennifer-evans-b635a052/ the_veterinary_optimist
https://open.spotify.com/show/23kL2DTKys3sZjEFBSaaHT
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
In this episode, we sit down with Jon Jasniak, a visionary who has made a name for himself in the world of land investing. Jon walks us through his extraordinary path from learning about land investment through a podcast to owning a whole town.
His insightful strategies and practical advice will enlighten both new and seasoned investors about the potential of land investing and the power of a strong social media presence.
Key Takeaways:
Land Investing Success:
Jon shares his initial steps in the land investment world and how his first deal in Hudspeth County sparked his career.
The importance of market dynamics, and how Jon has adapted to the increasing competition within the land investing landscape.
Strategies for Subdividing Land:
Learn about the considerations when selecting land for subdivision and how to target high-demand areas near growing cities.
Discover the benefits of selling directly to end consumers and how it can be more profitable than dealing with developers.
The Unofficial Mayor of Cornudas:
Jon reveals the surprising delights and challenges that come with owning a town, from the unique inheritance of the property to the potential of creating tourist attractions.
Entrepreneurial Spirit and Social Media Influence:
An exploration of how a strong social media presence can boost your brand and engage your audience.
Jon discusses his motivations and his "why" in business, emphasizing the significance of creating value and being known for one's expertise.
Cornudas’ Potential as a Tourist Attraction:
Jon discusses his plans to leverage the inherited assets and location to turn Cornudas into a potential tourist hotspot, akin to the Prada installation in Texas.
Health and Happiness in Business:
The balance between business goals and personal well-being, as well as the importance of staying healthy and happy while being busy with multiple ventures.
Connect with Jon Jasniak:
www.Jonjasniak.com/land
@jonjasniak
@land flipping arbitrage
@jon jasniak on linkedinIf you want to know more about Dr. Jason Balara and the Know your Why Podcast:https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
Welcome to another episode of the Know Your Why Podcast, where we dive deep into the stories behind success and the strategic insights that fuel it.
In this episode, Dr. Jason Ballara is joined by Luis Melo, who has masterfully transformed his career from a server to a real estate powerhouse specializing in land flipping. Discover the secrets of the California land market and learn how to turn vacant lots into profitable investments.
Key Takeaways:
Persistence and Adaptation:Luis's story is a testament to the importance of persistence and adapting to market changes. Starting with a successful direct mail campaign, he emphasizes the need for strategic outreach and consistent efforts in real estate.
The Power of Subdividing: Luis explains the benefits of land subdividing and leaving development to the buyer for quick turnovers. This strategy enables investors to expedite profits without getting bogged down in lengthy development processes.
Seller Financing Insights: Delve into the world of seller financing, where Luis reveals how it can create passive income streams and contribute to long-term financial stability.
Educational Outreach:Luis discusses his transition from one-on-one coaching to developing an online course, aiming to equip more aspiring land flippers with the tools for success.
Legacy Over Personal Goals: The episode highlights Luis's shift from personal achievements to building a legacy and the role of real estate in cultivating generational wealth.
Team Synergy: Luis acknowledges the importance of building a strong team to complement individual strengths, allowing visionaries to thrive even if they aren't detail-oriented.
Connect with Luis Melo:
www.solidworkproperties.comIf you want to know more about Dr. Jason Balara and the Know your Why Podcast:https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
In this new episode of the Know Your Why Podcast, we're joined by JP Albano, a former IT professional turned Amazon bestselling author and real estate investor. JP shares his remarkable transformation from a high-paying tech sales career to finding financial independence through real estate, specifically in apartment investing.
Discover the mindset shifts that propelled him from dealing with imposter syndrome to becoming a successful investor and the strategies he employs to overcome industry challenges, including those posed by the COVID-19 pandemic and fluctuating interest rates.
Key Takeaways:
Leverage Your Strengths: JP stresses the importance of recognizing and doubling down on your natural talents. His own career transition highlights how embracing one's skills can lead to success in new endeavors.
Mindset is Key: Overcoming imposter syndrome is a common challenge for those new to real estate. JP's story illustrates the need for a supportive community and the courage to step into discomfort for growth.
Partnerships Matter: Finding a business partner with complementary skills can be a game-changer, allowing for tackling ambitious projects and overcoming the steep learning curve in the real estate industry.
The Learning Phases: JP discusses the 'pre-learning' phase, where extensive research takes place, and the 'active learning' phase, which starts with your first investment. Understanding both is crucial for success.
Adaptability is Crucial: JP shares his experiences with the changing real estate market and the importance of being flexible with your strategies, particularly in the face of unforeseen events like the pandemic.
Take Action: Emphasizing the importance of getting started, JP encourages listeners to immerse themselves in content, learn continuously, and not to be paralyzed by inaction.
Get in touch with JP:
https://www.facebook.com/significanLC
https://www.instagram.com/thejpalbano/
https://www.linkedin.com/in/jpalbano/
http://thetechsalesinvestor.com/If you want to know more about Dr. Jason Balara and the Know your Why Podcast:https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Artist: http://audionautix.com/
Welcome to our latest podcast episode where we delve into the world of real estate innovation with Brian Charlesworth, the CEO of Sisu.
In a conversation filled with entrepreneurial insights, Brian takes us through his journey from the early days of the internet at MCI WorldCom to revolutionizing the real estate industry with cutting-edge technology. Join us as we explore the inception of Sisu, its growth trajectory, and the transformative power of data analytics in sales performance and leadership.
Key Takeaways:
Inspiration from Challenge: Brian was inspired to create Sisu after witnessing the data management struggles of his wife's real estate team, highlighting that sometimes frustration can lead to game-changing innovation.
Rapid Growth and Adaptation:Sisu's journey from a sales performance tool to a robust real estate platform shows the importance of pivoting and evolving based on customer feedback and industry needs.
Industry Integration:Sisu's seamless integration with nearly every CRM in real estate is a testament to its adaptability and the importance of understanding the customer to create a truly useful product.
Expansion Potential:While Sisu is currently revolutionizing real estate, the conversation with Brian reveals the platform's potential to expand and adapt to other sales-driven industries.
Leadership Through Technology:Real-time data analytics not only improves sales but also fosters leadership, as demonstrated by the evolution of Brian's wife from a salesperson to a leader of leaders.
Get in touch with Brian:
https://www.instagram.com/sisuhq/
https://www.facebook.com/sisuHQ/
https://www.linkedin.com/company/sisuhq/
https://sisu.co/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
In this episode, we dive deep into the real estate investment journey with Culby Culbertson, who shares his invaluable insights from his transition from the oil fields to becoming a property investment maestro. Join us as we discuss strategies, market challenges, and the importance of networking and specialization in the competitive landscape of real estate.
Key Takeaways:
Culby emphasizes the critical role networking plays in the real estate industry, particularly for those new to the space. The connections you make can lead to partnerships, advice, and opportunities that would otherwise be unavailable.
With a vast array of roles and asset classes, Culby advises newcomers to hone in on a niche. Specialization allows investors to become experts in their chosen field and operate more efficiently.
The episode discusses how fluctuations in interest rates affect investment strategies and the parallels with the oil industry's volatility. Culby highlights the need for investors to be adaptable and educated to successfully navigate these changes.
Recent economic events have widened the wealth gap, with institutional players capitalizing on opportunities while retail investors grow cautious. The episode delves into how market volatility influences investor behavior.
With a market shift towards caution, the emphasis on thorough due diligence becomes even more significant. Investors need to scrutinize deals more carefully and understand the risks and strategies involved.
Culby shares his perspective on the likelihood of interest rates stabilizing rather than decreasing significantly. This new normal requires investors to adapt their expectations and strategies accordingly.
Get in touch with Culby:
https://www.linkedin.com/in/culbyc/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
In this enlightening episode, we dive into the evolving market of flex industrial spaces with the expert guidance of Cody Payne, Senior Vice President at Colliers, Texas.
Discover how these multifunctional properties are reshaping the commercial real estate landscape by offering a hybrid solution that blends industrial and office space. Cody unpacks the reasons behind the rising popularity of small bay flex spaces and their significance in a post-COVID economy.
With a focus on adaptability, cost-effectiveness, and regional customization, this episode is a gold mine for investors, developers, and business owners looking to understand the nuances of flex space investments and their growing appeal across diverse tenant demographics.
Key Takeaways:
The Evolution of Flex Spaces: Flex industrial properties have been on the rise since 2018, providing a cost-effective and versatile solution for businesses. Their growth has been particularly strong post-COVID, attracting a variety of tenants from different sectors due to their flexibility and lower costs.
Regional Preferences: Tenant space size and amenities can differ greatly from one region to another. It's crucial to understand local demands to ensure successful leasing and development strategies. For example, adding storage yards or aesthetic improvements can make properties more appealing to local businesses.
Investment Opportunities: Flex spaces are a compelling investment, even in challenging markets like California. They cater to a diverse range of businesses and can offer creative solutions, such as commercial kitchens for delivery services, highlighting their adaptability in various economic landscapes.
Market Dynamics:Managing flex industrial properties can be easier than other real estate investments due to factors like lower tenant turnover and minimal maintenance requirements. Cody compares the trajectory of flex spaces to the historical rise of self-storage and mobile home parks, which transitioned from mom-and-pop ownership to institutional investment.
Navigating Challenges: Understanding what drives rent and tenancy in the flex space market is crucial to avoid risks of overbuilding. Investors are encouraged to consult with specialists who understand the intricacies of this asset class.
Get in touch with Cody:
https:/linkedin.com/in/codypayne/
https://flexbusinessparks.com
@txofficeindustrial
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Welcome to our latest episode where we dive into the remarkable journey of David Lilley, a former Marine Corps member and firefighter who pivoted his career to become a real estate investment expert. With 300 active investments and an impressive growth trajectory, David's story offers a wealth of insights for anyone looking to enter or scale their own real estate ventures.
Episode Highlights:
David's Background: Learn about David's transition from military service and firefighting to launching his career in real estate investing, starting with single-family rentals and moving up to multifamily properties.
Scaling a Real Estate Business:Discover the strategies David employed to scale his business, including leveraging creative financing, building a network for equity, and managing properties from afar.
Financial Fundamentals: Understand the importance of liquidity and cash flow in the real estate business and how quick exits can fuel growth.
Risk and Reward in Real Estate Investing: Gain insight into the differences between active and passive investing and what it takes to handle the risks and work involved in property management.
Hiring and Team Building: Get tips on hiring practices that prioritize character and learn about adapting to market dynamics and managing a balanced portfolio.
Get in touch with David:
www.eapcap.com
https://www.linkedin.com/in/dblilley/ https://www.instagram.com/reapcapital/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
In this episode, Dr. Jason Balara sits down with tax strategist and real estate investor Thomas Castelli to unravel the intricacies of tax planning in real estate investment. They discuss the benefits of extending tax returns, passive loss banking, and laddering strategies for investors.
Thomas also highlights how real estate professional status can significantly impact tax benefits for couples and explains the effect of local regulations on short-term rentals. The conversation is rounded out with personal reflections on the motivations behind pursuing real estate investment and the drive to build generational wealth.
Key Takeaways:
Extending Tax Returns: Real estate investors should anticipate extending their tax returns due to delays in K-1 distribution, which is common in real estate syndication.
Passive Loss Banking: Investors can accumulate losses to offset future passive income. These losses can be carried forward and used strategically over time to optimize tax benefits.
Real Estate Professional Status: When one spouse qualifies as a real estate professional, couples can leverage this status to offset passive rental losses against active income, providing a significant tax advantage.
Local Regulations Impact: Investors must be aware of the changing local regulations on short-term rentals as they can influence the profitability and tax benefits of such investments.
Motivations for Investing: Understanding one's personal "why" is crucial for success in real estate and any entrepreneurial venture. Dr. Balara shares his motivation to build generational wealth and encourage others to do the same.
Fitness and Health: A healthy lifestyle is vital for maintaining the energy required for entrepreneurial success, emphasizing the need for balance in the pursuit of financial goals.
Community Engagement: The episode concludes with an invitation for listeners to engage with the podcast, highlighting the diversity of professionals featured and the insights they offer on the path to success.
Connect with Thomas:
www.thomascastelli.com/taxsmart
@thomascastellicpa (Instagram)
@thomascastelli_ (Twitter/X)
https://www.linkedin.com/in/thomascastelli/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Welcome to another episode of the Know Your Why Podcast! This week, we're joined by Marc Weisi, a multifamily real estate expert whose journey from Wall Street to property mogul is both inspiring and educational. If you're interested in building wealth through real estate, this episode is packed with actionable advice and insights from Marc's vast experience.
Key Takeaways:
Teamwork Makes the Dream Work: A strong team with diverse expertise is crucial for success in multifamily real estate investing.
Leverage Your W-2: Maintaining a regular income job can serve as a safety net, making you more bankable and able to invest more into your real estate ventures.
Understanding Your 'Why': Recognizing your underlying motivation can provide a guiding light through your investment journey and lead to lasting wealth and legacy.
Connect with Marc Weisi:
www.investwithmaple.com
YouTube: Maple Capital Partners
IG: @marc_weisi
Facebook: Marc Weisi
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
In this deeply personal and inspiring episode, we sit down with Erik Allen, a man who has turned his life around from the grips of abuse, addiction, and professional setbacks.
Eric's powerful story of transformation shows us that it is never too late to change your narrative and live a life of purpose and intentionality.
Key Takeaways:
The impact of one's environment on personal growth and success
The power of faith and intentional decision-making in overcoming adversity
The importance of mentorship and changing your environment for personal development
Eric's dedication to breaking the cycle of abuse and addiction for his children
Strategies for work-life balance and instilling family values
The surprising accessibility of mentors and influential figures through social media
Understanding the 'why' behind success to drive meaningful change
Connect with Erik:
Facebook - https://www.facebook.com/ErikAllenMedia
Instagram - https://www.instagram.com/erikgallen/
TikTok - https://www.tiktok.com/@erikallenmedia
Twitter - https://twitter.com/ErikGAllen
LinkedIn - https://www.linkedin.com/in/erikgallen/
YouTube - https://www.youtube.com/channel/UCIvY9tURSqCVjnHx7dcgIeQ?sub_confirmation=1
Website - https://www.erikallenmedia.com/
Final Thoughts:
This episode is a masterclass in resilience and intentional living. Eric Allen's story reminds us that it's not about where you start but where you're going and how you choose to get there. As you listen, remember that the power to shape your future is in your own hands, and success might just be a message away.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Beth Matthews joins us to share her inspiring transition from the structured world of pharmaceutical sales to the dynamic and unpredictable real estate industry during the 2009 economic crisis. Discover how Beth's adaptability and a strong service mindset enabled her to overcome initial challenges and build a thriving career.
Our conversation spans the importance of foundational skills in real estate, navigating current market complexities, and evolving with the industry.
Chapter Summaries:
(0:00:00) Real Estate Success Stories With Beth: Beth discusses her bold career shift during maternity leave and the parallels between pharmaceutical sales and real estate. We explore the importance of foundational skills and Beth's unique approach to success in a changing market.
(0:09:26) Back to Basics in Real Estate: We delve into the significance of sticking to basic sales skills, regardless of industry or market conditions. Beth and I discuss the impacts of market changes and the consultative role of a real estate agent in guiding clients through major life events.
(0:16:05) Navigating Changes in Real Estate Industry: This chapter focuses on the evolving real estate landscape and how agents can redefine their value proposition. We discuss the media's portrayal of the industry and the opportunity for agents to negotiate their worth.
(0:21:53) Adapting and Succeeding in Business: The conversation turns to mentoring new agents, the importance of adaptability, and knowing your 'why' as a driving force for motivation and direction in both personal and professional life.
(0:25:19) Early Introduction and Explanation : We discuss the motivations behind our pursuits and the importance of understanding our 'whys' for greater insight into our actions and decisions.
Get in touch with Beth:
www.seeingyouhome.com
Instagram: @envisionrealestatewny
Facebook: @envisionrealestate1
LinkedIn: https://www.linkedin.com/in/beth-matthews-9335a139/
TikTok: @envisionrealestate
YouTube: @envisionrealestatewny
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Welcome to a new solo episode of the Know Your Why Podcast, where your host, Jason Balara, embarks on a reflective journey, sharing his transformation from a veterinary surgeon to a real estate investor, now that we have reached the 300th episode.
In this milestone solo episode, Jason gives into the core of his personal narrative and the driving force behind the podcast itself.
Episode Highlights:
Jason's Transition: Explore Jason's unique story of shifting from the world of veterinary surgery to becoming a successful real estate investor. Learn about the pivotal moments and the significance of understanding one's 'why' through life's challenges.
Gratitude and Support: A heartfelt acknowledgment to those who have supported Jason on his journey, including special mentions of Emily, Song, Edwin, Cindy, and Rachel. Their support is an integral part of the success and evolution of his 'why'.
Giving Back to Veterinary Community: Jason discusses his advocacy for self-care within the veterinary community and his aspirations to nurture a legacy that reshapes the industry for future generations, including his own children.
Inspiring Future Leaders: Delve into the importance of setting an example for the youth, highlighting our responsibilities as role models and the profound influence we have on aspiring leaders in entrepreneurship and beyond.
Jason welcomes feedback on this episode and encourages listeners to join the conversation about the 'why' behind success. Rate, review, and share your thoughts on how your own 'why' influences your journey.
Thank you for coming with us on this special podcasting journey, and we look forward to exploring more stories of success with you. Together, let's continue to uncover the whys that drive us toward our goals.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
In this enlightening episode of the Know Your Why Podcast, your host Jason Balara welcomes the multi-talented Doug Banerjee, a multifamily investment sales broker and commercial real estate connoisseur.
Doug brings his unique perspective, transitioning from a career in engineering and IT consulting to becoming a key player in the Dallas real estate scene. With interest rates creating waves in the market, Doug discusses the intricacies of deal-making in today's economic climate, sharing his expertise on how bridge debt is reshaping investment strategies.
Moreover, Doug offers a personal glimpse into his life, expressing how travel, family, and sports influence his professional drive and contribute to his legacy.
Transcript Highlights:
Doug Banerjee reveals the substantial decrease in transaction volume and discusses the challenges that come with a rapidly changing market.
He reflects on his career journey, from engineering to IT consulting and ultimately to his passion for real estate.
The episode uncovers the significance of being both a subject matter expert and a sub-market expert in commercial real estate.
Doug shares his why – to travel the world and provide his family with enriching experiences, aligning his personal goals with his professional drive.
Connect with Doug:
https://www.instagram.com/dougbanerjee/
https://www.facebook.com/doug.banerjee
https://www.linkedin.com/in/doug-banerjee-43a9811/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
In this captivating episode, join Yakov Smart and Jason Balara as they delve into the world of entrepreneurial growth, revealing how to allure investors and master online marketing. Listen in as Yakov shares his extraordinary journey from the former Soviet Union to becoming an influential figure in the business and investment community.
Discover the essence of entrepreneurship, the power of living with intent, and how to approach life as a series of strategic opportunities. Gain insights into the critical paradigm shifts for excelling in wealth leadership and passive investing, the underestimated importance of relationship-building, and the proactive nature of marketing that requires creativity and perseverance.
Key Moments:
0:00:00 - Exploring the entrepreneurial mindset and the origins of the Investor Attraction Academy.
0:04:28 - Discussing the transition from traditional capital raising to wealth leadership and passive investing.
0:08:51 - Examining marketing strategies and the changing landscape of capital raising.
0:17:28 - Understanding the transformative power of paradigm shifts in investment and marketing.
0:24:02 - Navigating social media algorithms for enhanced business engagement.
0:28:54 - The art of building a valuable email list that resonates with your audience.
0:36:07 - Identifying what content provides value and entertains on social media.
0:42:44 - Emphasizing the importance of consistent marketing and taking actionable steps.
0:49:39 - Unveiling the driving forces behind Yaakov's success and wrapping up the episode.
Takeaway:
As we conclude this insightful episode, remember that success in entrepreneurship is not just about the 'how' but also understanding the 'why'. Embrace the guidance offered by Yaakov Smart and consider the shared strategies to elevate your approach to marketing and investment. It's about taking action and making strategic choices that resonate with your personal and professional aspirations.
Get to know Yakov:
https://www.linkedin.com/in/yakovsavitskiy/
https://www.facebook.com/yakov.smart3
https://www.instagram.com/yakovsmartofficial/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
In this insightful episode of the Know Your Why Podcast, we sit down with land investing maestro Travis King. With a decade of experience under his belt, Travis has gone from a beginner in the real estate field to a highly respected entrepreneur and mentor.
His expertise in land flipping, tax auctions, and seller financing has not only paved the way for his financial independence but also serves as a guide for those eager to walk the path of success in land investment. Travis shares his story, revealing how starting small and scaling smartly can lead to an entrepreneurial lifestyle far removed from the nine-to-five grind.
He also discusses the importance of aligning investment choices with personal 'why's, diversifying strategies, and understanding the ins and outs of land investment to secure a prosperous future. Listeners will find inspiration in Travis's journey, which highlights the delicate balance between ambition and personal life.
Discover how he incorporates family values into his business, ensuring his success reinforces his legacy and supports his children's aspirations. Whether you're new to investing or have years of experience, this episode is packed with resources, mentorship opportunities, and a practical guidebook, empowering you to take charge of your financial destiny through strategic land investment.
Chapter Highlights:
0:02 Exploring Real Estate Investing Options: Travis's journey from novice to successful land investor.
0:10 Differentiating Real Estate Investing Strategies: The importance of starting small and understanding your 'why'.
0:17 Reverse Engineering Success for Growth: Transitioning from traditional employment to entrepreneurship.
0:25 Balancing Success, Time, and Investments: Finding equilibrium between ambition and personal life.
0:32 Evolution of Multiple Businesses: The growth of Travis's business ventures.
0:40 Family, Legacy, and Land Investing: Balancing work, family, and personal goals.
Connect with Travis:
https://travisking.com/
https://thelandinvestorsplaybook.com/
https://www.instagram.com/_travisaking/
https://www.facebook.com/landeducator?mibextid=LQQJ4d
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Welcome to an enthralling episode of our podcast, where we delve deep into the intricacies of real estate syndication law and asset protection with none other than industry maven Mauricio Rauld. Mauricio, founder of Premier Law Group, draws upon his Chilean roots and life-altering insights from "Rich Dad Poor Dad" to guide us through the twists and turns of real estate investment and the implications of the Corporate Transparency Act.
His expertise shines as he simplifies the complexities of FinCEN reporting and beneficial owner disclosures, equipping you with the necessary tools to future-proof your investments against evolving regulations.
We also get personal with Mauricio, exploring his strategies for personal growth and success. From embracing the discipline of rising early to meticulously crafting his life goals, Mauricio’s story is one of relentless pursuit of excellence and professional growth.
Whether you're a seasoned investor or just starting, this episode is a treasure trove of wisdom, anecdotes, and actionable strategies that promise to fortify your investment endeavors and inspire you to chart a deliberate path to success.
Chapter Highlights:
Syndication and Real Estate Law (0:00:00): Mauricio shares his transformative journey from his beginnings in Chile to becoming a top-tier legal expert in real estate syndications. Discover how he has navigated the transition from paper-based transactions to the digital era of real estate.
Government Entity Disclosure Requirements (0:09:25): Uncover the critical details of the Corporate Transparency Act and its implications for LLCs. Mauricio sheds light on the legal challenges and the recent Alabama court ruling, offering insights into the future of entity disclosure.
Privacy and Asset Protection Strategies (0:16:12): Dive into the world of asset protection, privacy strategies, and the challenges they face in the age of social media and stringent new legislation. Learn how to employ practical measures to protect your investments.
Entity Protection and Structuring for Investors (0:22:16): Mauricio explains the importance of separating operational companies from holding companies and the benefits of using different types of entities for real estate titles, operations, and asset holding.
Asset Protection Strategies for Everyone (0:27:28): Gain knowledge on the preemptive steps lawyers take before filing a lawsuit and the significance of asset searches. Mauricio emphasizes the need for estate planning and handling digital assets post-mortem.
Personal Development and Success Journey (0:33:03): Mauricio divulges his secrets to success, highlighting the impact of early rising, goal-setting, and personal development on achieving life’s aspirations.
Exploring Success Through Personal Motivation (0:39:58): In this brief yet potent segment, Mauricio and host Jason explore the motivations behind individual success and encourage listener engagement for continued inspirational content.
Get to know Mauricio:
https://www.premierlawgroup.net/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Welcome to this insightful episode of our podcast where we delve deep into the realm of real estate and the unyielding entrepreneurial spirit with our distinguished guest, Dani Hampton. This episode is a must-listen for anyone seeking motivation and strategies for navigating success in both their professional and personal lives.
Key Takeaways:
Real estate success is not just about sales but also about crafting a business with a strong foundation.
The entrepreneurial journey is intertwined with personal growth, resilience, and the willingness to adapt.
Parenthood and professional life can coexist, each influencing and enhancing the other.
Understanding your 'why' is crucial to navigating the ebbs and flows of any industry.
Dani's Bio:
Dani began her real estate journey at 22, amassing valuable experience in the industry. Recently, she encountered a pivotal moment, feeling broken despite previous success. In response, Dani deepened her commitment to transparency, sharing her challenges openly on social media. Leading a growing team, she mentors fellow agents to enhance client service. Featured on the TV show American Dream, Dani's authentic approach resonated with viewers, showcasing her resilience, authenticity, and leadership. She's become a relatable and inspiring figure in real estate and beyond.
Connect with Dani:
Follow our inspiring guest, Dani, on Instagram or her other social media platforms to witness her real estate journey and entrepreneurial ventures.
Website: www.soldbydhg.com Facebook:
www.facebook.com/danihamptonrealtor
www.facebook.com/DaniHamptonGroup
Instagram:
www.instagram.com/thedanihampton
YouTube:
https://www.youtube.com/@danihamptongroup7813
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Welcome to a profound episode of the Know Your Why Podcast, where your Dr. Jason Ballara delves into the enthralling nexus of mental health and business success. In this episode, we have the pleasure of hearing from Chris Schwagerl—a mental health expert turned real estate powerhouse.
Key Takeaways:
Psychological insights can be a game-changer in achieving financial freedom.
Embracing mistakes is crucial for growth and maintaining a balanced perspective.
Success is not just about financial gains; it's about finding fulfillment and purpose.
Work-life harmony can be cultivated through intentional daily rituals and clear boundaries.
Adversity can be a powerful catalyst for discovering your deeper "why" and driving personal growth.
About Our Guest:
Chris Schwagerl brings an exceptional blend of 19 years in mental health and a decade of entrepreneurship to the table. His expertise in performance psychology is changing the landscape for real estate investors and syndicators, proving that financial literacy and independence are accessible to all.
Connect with him at:
https://www.linkedin.com/in/chris-schwagerl/
Noteworthy Quote:
"The happier you are now and the more hopeful you are for the future, the more likely you are to achieve your goals. Focus on your present, making yourself feel great about yourself, you're more likely to achieve your goals." – Chris Schwagerl.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Picture stepping off the relentless treadmill of Wall Street and into the world of mobile home park investing—this is the story of Tyler Lekas, our remarkable guest on the Know Your Why podcast. Tyler, who's reshaped the Arkansas landscape as its largest private mobile home park owner, joins me in a candid discussion about the radical shift from high-stakes finance to heart-driven entrepreneurship. Unpack the layers of this niche real estate investment as we share tales of managing properties, finding work-life harmony, and the sheer excitement of personal investment that breathes life into passion projects.
TYLER'S BIO:
Tyler started his professional career in finance before getting into mobile home park investing in 2018. He bought a park in Florida in 2018 and met his business partner in Jason Postill at the end of 2018. They bought 2 parks in Arkansas in 2020 after multiple failed attempts to buy parks in Florida and the Midwest. They now own 16 parks in Arkansas with a total unit count of 697 units.
GET IN TOUCH WITH TYLER :
https://www.linkedin.com/in/tyler-lekas-0087aa64/ https://www.linkedin.com/in/jpcapitalsolutions/
https://www.mhcigroup.com/
EPISODE CHAPTERS:
(0:00:00) - Mobile Home Park Investing Success Tyler Lekas shares his journey from finance to mobile home park investing, discussing affordability, scalability, and work-life balance as an entrepreneur.
(0:05:09) - The Story of Successful Partnership Unexpected phone call leads to successful partnership in real estate, highlighting complementary strengths, shared values, and long-term goals.
(0:10:13) - Comparing Mobile Home Park Investments Nature's advantages of investing in mobile home parks, challenges of managing properties, and financial viability of employing maintenance staff.
(0:21:32) - Mobile Home Park Investment Strategies Using lease options to navigate financial regulations in mobile home park investments, considering age and layout of homes, and challenges in financing for low-income tenants.
(0:27:01) - Mobile Home Park Resident Ownership Strategy Nature's challenges and strategies for filling vacant pads in mobile home parks, including traditional advertising, incentives, and investment options.
(0:37:14) - Real Estate Investing Nature's challenges and strategies in Arkansas real estate investing, including location, economies of scale, and expansion into neighboring states.
(0:42:20) - Future of Mobile Home Park Market Increasing institutional ownership and potential for rent hikes are changing public perception of mobile home parks.
(0:51:34) - Building a Successful Business Entrepreneur shares drive for building business, daily challenging routine, combat sports, straightforward lifestyle, and practical advice for mobile home park industry.
(0:56:11) - Real Estate Investing Strategies and Success Nature's strategic approach to finding off-market deals for mobile home parks, including skip tracing and persistence.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Join us on the second part of our conversation with guest Grace Ursery, where in this installment we tackle the multifaceted dimensions of the veterinary profession, the critical role of financial security in practice, and the driving forces behind personal success. Listen in as we unpack the significance of recognizing the value of veterinary work and the pressing need for practitioners to negotiate contracts that reflect their true worth. In an era where understaffing is rampant, we confront the uncomfortable truth that not all vets are created equal and advocate for a reevaluation of financial expectations within the field, emphasizing the imperative for sustainability and adaptability.
GRACE'S BIO:
Grace Wu Ursery is a self-proclaimed money geek. She’s curious about economic indicators, global trade as impacted by geopolitical alliances, tips and tricks on managing personal finance, and can talk talk talk about how it impacts the business of veterinary medicine. From UCLA undergrad to a CA licensed Registered Veterinary Technician and then as a Certified Veterinary Practice Manager, her professional path has taken its many turns and loops. As a divorced single mom of a grade schooler, financial independence and security in work and life brings on another set of perspectives. Now having been 2 decades in the veterinary industry, Grace sees a way to contribute to the community that is usually pretty scary to others: talking with veterinary professionals so they can get comfortable with understanding their money and how to use it.
GET IN TOUCH WITH GRACE :
linkedin.com/in/grace-ursery-rvt-cvpm-3508577
EPISODE CHAPTERS:
(0:00:00) - Value and Sustainability in Veterinary Practice Negotiating value in veterinary medicine, addressing financial expectations and the need for change and adaptation in the industry.
(0:10:38) - Veterinary Practice and Financial Security The importance of charging appropriately for services, avoiding giving away free services, and achieving financial independence for stability.
(0:17:02) - Sports, Psychology, and Perseverance Financial security enables control and altruism, parallels between sports and life, and the resilience required for success.
(0:28:33) - Uncover Your Why for Success Nurturing curiosity and asking questions leads to personal and professional growth, utilizing resources and challenging complacency.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
When Grace Ursery shared her journey of intertwining the threads of veterinary care and finance, it was a revelation that resonated deep within my own experiences. Her insights into the intersection of veterinary practice and economic literacy sparked a conversation that is both rare and necessary in our field. Our discussion peeled back the layers of this complex world, revealing the essence of value and compassion in animal care. We tackled the delicate balance of financial transparency and the profound impact it has on both practitioners and pet owners. It's a candid exploration of the challenges and triumphs that come with delivering quality medical care while navigating the often-murky waters of veterinary economics.
Stay tuned for PART 2 of this insightful episode, releasing this next Friday the 5th of April.
GRACE'S BIO:
Grace Wu Ursery is a self-proclaimed money geek. She’s curious about economic indicators, global trade as impacted by geopolitical alliances, tips and tricks on managing personal finance, and can talk talk talk about how it impacts the business of veterinary medicine. From UCLA undergrad to a CA licensed Registered Veterinary Technician and then as a Certified Veterinary Practice Manager, her professional path has taken its many turns and loops. As a divorced single mom of a grade schooler, financial independence and security in work and life brings on another set of perspectives. Now having been 2 decades in the veterinary industry, Grace sees a way to contribute to the community that is usually pretty scary to others: talking with veterinary professionals so they can get comfortable with understanding their money and how to use it.
GET IN TOUCH WITH GRACE :
linkedin.com/in/grace-ursery-rvt-cvpm-3508577
EPISODE CHAPTERS:
(0:00:00) - Veterinary Finance and Medicine Exploration Veterinary professional Grace Ursery shares her journey from pet ownership to management, emphasizing the importance of finance in animal care.
(0:15:40) - Value and Efficiency in Veterinary Medicine Frustration and high costs of strep throat treatment, parallels between human and veterinary medicine, and ethical conflicts in medical care.
(0:19:54) - Navigating Financial Expectations in Veterinary Practice Veterinarians face challenges and financial strain due to unrealistic expectations, while discussing financial literacy and the importance of open conversations about money.
(0:24:15) - Financial Literacy in Veterinary Medicine Empathy, business acumen, and financial planning are crucial for success in the veterinary community and beyond.
(0:38:37) - Changing Landscape of Veterinary Practice Ownership Veterinary practice ownership has shifted from independent to consolidated, with challenges for baby boomers, Gen X and millennials, and potential resurgence for Gen Z.
(0:45:47) - Financial Planning for Future Success Financial literacy, strategic planning, and long-term financial future for practice ownership or employment.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Join me on a compelling journey through the transformative world of commercial real estate with the mastermind behind Gparency, Ira Zlotowitz. Ira's not your ordinary mortgage broker; as he sits down with us, he reveals his revolutionary vision that's championing transparency and fair play in the financing industry. The conversation is an eye-opener, dissecting the evolution of brokerage services and how Gparency's fee-capped model is recalibrating the value clients receive from their investments.
IRA'S BIO:
Ira is a CREF revolutionary who has devoted his life and career to creating opportunities for people. Launching GPARENCY is no different. Being the youngest president of any Top 10 mortgage business, as well as the founder and driver of Eastern Union’s $5B in yearly loans, Ira has worked with thousands of GPs over the years. He understands how, more than anything, they need equitable access to commercial real estate everywhere.
GET IN TOUCH WITH IRA :
https://gparency.com/
EPISODE CHAPTERS:
(0:00:00) - Revolutionizing Commercial Real Estate Financing Ira shares his journey from broker to innovator with Gparency, a fee-capped brokerage service promoting trust and fair pricing in commercial real estate financing.
(0:10:11) - Broker Fees and Services Discussion Evolving landscape of commercial mortgage brokerage, innovative pricing model, transparency and fairness, impact of legal developments, new training opportunity for real estate agents.
(0:18:34) - Commercial Mortgage Brokering and Loan Products Technology is changing the brokerage industry, with a shift to upfront fees and the use of modern technology to track lenders and provide competitive quotes. Ethical considerations and the value of professional services in small transactions are also discussed.
(0:26:13) - Evolving Trends in Brokerage Services The multifamily and commercial real estate brokerage industry is evolving due to changes in competition, technology, and knowledge accessibility.
(0:37:44) - Uncovering the Why Behind Success Challenging tradition, embracing innovation, and exploring fresh perspectives in running deals by grandparents on the Know Your Why podcast.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
In this special episode , unlock the blueprint to financial freedom as Karen Hall acting as the host for OCREIA and I join forces to traverse the unique convergence of veterinary medicine and real estate investing. Embark on a revelatory journey and discover a transformative 'Know Your Why' philosophy, which serves as the bedrock for the success in both my professional endeavors and personal life. Grasp how this guiding principle can illuminate your own motivations, powering your stride towards achieving your financial goals. Furthermore, we stress the critical role community and kinship play in the investment arena, considering our investors as an extension of our own families and underscoring our dedication to supporting veterinary mental health.
WHAT IS OCREIA:
OCREIA - Orange County Real Estate Investors Association - is a group of real estate investors from throughout Orange County California who help each other learn more about real estate investing.
GET IN TOUCH WITH OCREIA :
https://www.ocreia.com/
EPISODE CHAPTERS:
(0:00:02) - Real Estate Investing Q&A With Jason Synergies between veterinary medicine and real estate investing, financial freedom through real estate, 'Know Your Why' philosophy, family and community, and veterinary mental health advocacy.
(0:16:04) - Building Passive Income Through Real Estate Transition from active to passive income through real estate, with mentorship and networking, and positive impact on others in business.
(0:21:45) - Real Estate Syndication Personal journey in real estate, treating primary residences as investments, challenges faced in 2022 market changes, importance of mentorship and resilience.
(0:38:27) - Building Resilience for Financial Impact Understanding your "why" and adopting a solution-based approach to overcome challenges in business and life, while promoting financial literacy and addressing high suicide rates in the veterinary profession.
(0:46:17) - Real Estate Fund Management and Syndication Real estate fund management, culture in team building, mindset shifts, mentorship, financial struggles, family impact, real estate license, tax benefits, personal heroes, continuous advancement.
(0:55:36) - Real Estate Investing Resources and Trends Bigger Pockets is a valuable resource for real estate investment, discussing current market opportunities and the importance of staying informed.
(1:04:19) - Podcast on Real Estate Investing Success Real estate investors and entrepreneurs join our virtual meetings to learn and grow, with a focus on philanthropy and convenience.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
When you meet someone who's transformed their entire outlook on leadership, it's like a breath of fresh air in a stale boardroom. That's what happened when I sat down with Brent Pohlman, CEO and owner of Midwest Laboratories, whose journey from a numbers-obsessed executive to an emotionally intelligent leader is nothing short of inspiring. Our conversation is a deep exploration into the heart of leadership, threaded with Brent's reflections on the pivotal moments that spurred his personal and professional growth. His story, underpinned by the wisdom in his book "Leaders Look Within," serves as a powerful reminder of the unique paths we all can take to unearth our leadership potential.
BRENT'S BIO:
Brent has always an interest in becoming a great leader. He has worked for a variety of managers and leaders of various companies, ( Arthur Andersen, Mutual of Omaha and HDR) . He has read many leadership and management books too. The one thing that was missing for Brent was owning his own leadership, and that meant looking deep inside his heart to understand who he was and what that exactly looked like for him. In the last few years, Brent has invested time in better understanding who he is and what he stands for. In order to effectively lead people, Brent discovered the power of owning himself and living with a strong why. Brent has gone through a major transition in the last five years and tells his story in his book, (Leaders Look Within). Brent impresses in his talks that leadership is personal and each person has to find it for themselves to truly be an effective leader. Brent’s hope with this talk is to bring this message of leadership to you. We need leaders who lead from the heart like never before. Brent is the President and CEO of Midwest Laboratories. Brent’s goal is to grow a culture at Midwest Laboratories where people are always first. When Brent isn’t working, he spends time with his wife, Michele and their five adult children and three grandchildren.
GET IN TOUCH WITH BRENT :
http://heartstrongproductions.com
https://www.facebook.com/BPohlmanExecutive
https://www.linkedin.com/in/bpohlman/
Instagram @bkpalive24
EPISODE CHAPTERS:
(0:00:00) - Finding Leadership Through Personal Transformation CEO Brent''s transformation and leadership journey at Midwest Labs, emphasizing personal leadership and purpose.
(0:12:55) - Building Strong Company Culture and Leadership Leadership's impact on company culture, preserving core values, dangers of neglecting culture for metrics, and seeking coaching for challenges.
(0:17:10) - Leadership, Trust, and Culture Awakening Discovering a powerful "why" rooted in faith and passion, stepping back to delegate and prioritize people, process, and technology for successful growth and innovation.
(0:23:35) - Prioritizing Health and Emotional Intelligence Self-care, emotional intelligence, and shared vision can transform personal well-being and leadership, as seen in our innovative response to healthcare costs.
(0:27:40) - Solution-Driven Mindset for Success Solution-driven approach to managing healthcare costs, proactive strategies, personal stories, and passion for athletics and nature.
(0:32:47) - Achieving Leadership and Fitness Goals Guest shares their journey from injury to chair workouts, emphasizing solution-oriented mindset and intentional journaling for personal growth and stress management.
(0:37:26) - Leadership Skills and Techniques Discussion Valuable leadership skills and strategies shared by guest Brent, enriching perspectives and encouraging engagement and sharing.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Ever pondered the blueprint for low-risk entrepreneurial success? Reid Tileston, a maven of the franchise world and a veritable author, joins us to draw from his deep well of experience across varied industries. He pulls back the curtain on franchise disclosure documents and their critical role for entrepreneurs, leaving listeners with a treasure trove of wisdom and a clearer path to follow.
REID'S BIO:
Reid Tileston is an Adjunct Professor at Case Western Reserve University, specializing in Entrepreneurship Through Acquisition. With over 16 years of entrepreneurial experience, he has acquired, grown, and sold four companies, achieving a remarkable return on investment. Reid co-created the curriculum for the Entrepreneurship Through Acquisition course at the University of Chicago Booth School of Business and lectures at other prestigious institutions like Dartmouth and the University of California. He is also a board member, award-winning keynote speaker, and has worked with renowned brands such as Harley Davidson and Microsoft. Reid holds an MBA from the University of Chicago Booth School of Business and is currently pursuing his doctoral research at Case Western. As an Eagle Scout and Ironman triathlete, Reid finds rejuvenation in outdoor adventures, constantly seeking his next challenge.
GET IN TOUCH WITH REID :
Book launch
www.grititdone.com
www.reidtileston.com
https://www.instagram.com/reidtileston/
https://www.facebook.com/reidtileston/
https://www.linkedin.com/in/reidtileston/
EPISODE CHAPTERS:
(0:00:00) - Franchising and Small Business Ownership Entrepreneur Reid Tileston shares insights on franchising, knowing your "why," and his book "Gritted Done" in this podcast episode.
(0:08:39) - Franchising as an Investment Option Franchising's contribution to the economy and employment, benefits of buying into a proven system, due diligence, financial aspects, and investment opportunities.
(0:19:45) - Entrepreneurship Opportunities With SBA Loans Align background and interests, minimize risks, consider SBA loans, enjoy freedom and financial benefits, invest in team members.
(0:25:50) - Empowering Team Members for Business Success Empowering team members, fostering positive culture, addressing toxic employees, utilizing peer groups, understanding one's driving purpose.
(0:31:49) - The Power of Relationships in Success Building strong relationships through challenging endeavors, stair racing, selling a business, and becoming an optional business owner.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Join me on a journey through the realm of financial fortitude with Eric Brotman, CEO of BFG Financial Advisors and author of "Don't Retire Graduate." Eric and I explore the necessity of robust financial planning and the art of estate protection, likening it to a medieval castle that safeguards not only wealth but also the well-being of loved ones. We unravel the significance of cybersecurity, insurance, and legal documents in creating an impervious financial moat for your assets.
ERIC'S BIO:
Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors and author of the award-winning book, Don’t Retire… Graduate! He and his team believe that financial literacy is the key to financial freedom, so they provide free and affordable educational resources and accessible financial planning with no asset minimums. Achievements: Built a financial planning and wealth management firm from start-up in 2003 to a firm with 20 employees and $650,000,000 under management.
GET IN TOUCH WITH ERIC :
www.bfgfa.com
www.brotmanmedia.com
https://www.facebook.com/BFGFinancialAdvisors
https://www.linkedin.com/in/ebrotman/
EPISODE CHAPTERS:
(0:00:00) - Financial Planning and Estate Protection Eric Brotman discusses financial planning and literacy, emphasizing the need for risk management and protection of assets in today's world.
(0:09:43) - Wealth Building Strategies and Tax Planning Nature's wealth goes beyond finances, including experience, knowledge, and legacy. Life insurance, tax-advantaged savings, and diversification are important for future challenges.
(0:21:36) - Legacy and Retirement Redefined Collaboration between financial planning and legal counsel, redefining retirement, and the broader implications of legacy.
(0:27:43) - Planning for Retirement and Financial Freedom Retirement planning involves more than finances, including healthy habits, resilience, and the impact of life events.
(0:34:00) - Financial Advisor's Motivation and Generational Impact Our financial expertise guides individuals and families towards positive changes through scholarships, literacy programs, and personal efforts.
(0:38:03) - College Experience and Financial Planning English and science majors have different college experiences, and it's important to start new ventures immediately and seek financial advice.
(0:44:06) - Uncovering Your Why for Success Taking action and uncovering one's 'why' leads to success in authorship and fitness, with gratitude for Eric's contributions.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
There comes a point in everyone's life when we hit an invisible wall, not realizing it's one we've built ourselves with limiting beliefs. On our latest podcast, I sit down with Rick Torrison, the mind behind Right Now Leadership and Revival Rivers, to dissect these barriers and share stories of personal evolution. We examine how our histories and the 'norms' society imposes can inadvertently confine our dreams. Rick brings a wealth of knowledge from his own transformative journey, providing a rich perspective on identifying and deconstructing these beliefs to chart a path toward an unfettered future.
RICK'S BIO:
Rick Torrison is the founder of Right Now Leadership LLC & Revival Rivers Non-Profit, international speaker, and a certified Success & John C Maxwell coach. He helps passionate and growth minded leaders walk in the power of their identity. With over 25 years of experience working with Fortune 500 companies, solopreneurs and speaking to thousands around the world, Rick is uniquely equipped and qualified to help organizations and individuals personally and professionally break through limiting beliefs, cultivate an infinite mindset, and unleash your true identity.
GET IN TOUCH WITH RICK :
https://www.instagram.com/ricktorrison/
EPISODE CHAPTERS:
(0:00:00) - Overcoming Limiting Beliefs for Success Overcoming limiting beliefs is crucial for success, as discussed by Rick and his journey from the Midwest to Texas.
(0:10:34) - Overcoming Limiting Beliefs for Transformation Nature's transformative journey through challenging beliefs and aligning behavior with change, sponsored by HomeDepot.
(0:23:53) - Embracing Change and Taking Risks Mindset, vision, and support are crucial for progress and taking risks is necessary for achieving goals.
(0:31:00) - Believing in Possibilities and Overcoming Obstacles Using "yet" to overcome limitations, striving for goals, understanding self-doubt, and the journey towards personal growth.
(0:39:34) - Unlocking Limitless Potential in Children Nature's limitless potential, self-imposed limitations, power of words, nurturing mindset, and imprinting values in children.
(0:51:36) - Discovering Your Purpose and Potential Finding one's 'why' and how it evolves over time, centered around faith and empowering others, with an invitation to join a community and engage with content on Instagram.
(0:58:06) - Know Your Why Podcast Success Understanding our "why" and aligning it with our actions can lead to success in real estate and personal growth.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Have you ever wondered how a simple idea can ignite the path to multimillion-dollar success? Max Lewis joins me to share his extraordinary rise from selling mangoes by the roadside to owning a booming propane exchange empire. His story isn't just a testament to the entrepreneurial spirit; it's a valuable trove of wisdom on seizing opportunities, navigating the complexities of business relationships, and the strategic thinking that took a fledgling startup to impressive heights. Max's insights are a masterclass in turning the ordinary into the extraordinary.
MAX'S BIO:
From ‘Average Joe’ to the Top 1%— Max Lewis beat the odds and became one of America’s ultra-high net worth individuals. Through perseverance, hard work, and a willingness to learn from his mistakes, he was able to turn his dreams into reality by selling his business for $37 million by the age of 36 years old.
GET IN TOUCH WITH MAX :
www.WhoisMaxLewis.com
On Amazon: WhoisMaxLewis
EPISODE CHAPTERS:
(0:00:00) - Journey to Success Max Lewis shares his journey from humble beginnings to becoming a top 1% entrepreneur through recognizing opportunities and scaling a propane delivery business. (
0:08:18) - Key Strategies for Success in Business Solution-oriented persistence, 'thinking time,' success without college, curiosity, hiring, scaling, and universal applicability.
(0:17:13) - Backing Into a Goal Strategy Backing into a goal by defining the end goal first, reverse engineering business growth, and using mathematics to plan for success.
(0:23:03) - From Business to Boredom A successful entrepreneur sold his business for $37 million, reinvested in metal recycling, traveled, invested in real estate and restaurants, and wrote a book on ongoing success.
(0:25:57) - Achieving Success Through Goals and Work Personal drive and success evolve with changing motivations, prioritizing autonomy and fulfillment over profit-driven ventures.
(0:39:13) - Max's Perspective on Success and Minimalism Passion for tennis, fishing, and Tesla; choosing functionality over prestige; simplicity and financial freedom over flashy displays of wealth.
(0:46:31) - Uncovering the Why Behind Success Max shares his inspiring journey and the importance of understanding purpose, with a potential meetup in San Diego for tacos.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
When life handed Allen Lomax the keys to an accidental landlord title, he didn't just open the door—he renovated the whole house and built a real estate empire. Journey with me as we unfold Allen's tale from unexpected beginnings in Guam to navigating the treacherous waters of the 2007-2008 financial crisis. His story is a masterclass in embracing the unexpected and turning misfortune into a roadmap for investment success.
ALLEN'S BIO:
As an accidental real estate investor, Allen has done fix-and-flip, apartment rentals, spec home development, and mobile home parks. Allen now focuses on capital raising to empower others to find their financial well-being through passive real estate investments.
GET IN TOUCH WITH ALLEN :
https://www.linkedin.com/in/allenlomax/
https://www.facebook.com/allen.lomax/
Podcast: https://steedtalker.com/real-estate-investing-abundance/
EPISODE CHAPTERS:
(0:00:01) - Accidental Real Estate Investor Life Journey Allen Lomax's real estate journey, from accidental landlord to investor, discussing challenges and lessons learned.
(0:15:15) - Navigating Challenges Through Networking and Action Personal resilience and recovery after a loss, using horse riding and podcasting for networking and improving mental health in real estate investing.
(0:25:39) - Capital Raising and Equine Sanctuary Transitioning into capital raising in real estate, building relationships, educating investors, and aligning with personal passion for horses.
(0:37:15) - Connecting With Animals Through Mindfulness Equine veterinary work, therapeutic benefits of horses, mindfulness in animal communication, and its impact on behavior.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Sometimes it is easy for us to forget when we have been in it for a while, that our potential investors might not know what a syndication is. Or if they do, they may only have a vague surface understanding. Rachel and I created this episode to serve a resource to anyone who is interested in or considering being involved in a syndication. We tried to address some of the FAQs we encounter during our discussions with investors. We would love to hear if you have any more we can help clarify!
Especial mention to Rachel McFarlane, our investor relations manager, for joining in on this insightful episode.
EPISODE CHAPTERS:
(0:00:00) - Real Estate Syndication and Investment Process Real estate syndication's versatility, roles, lifecycle, misunderstandings, education, and personal exposure to investments.
(0:08:26) - Understanding Passive Real Estate Investment Nature's multifamily real estate investments, targeting B class assets in strategic locations, with assistance from our team and resources like the deal room and PPM.
(0:21:04) - Investing in Real Estate Funds Nature's investment process for single deals versus funds, including timelines, distributions, and communication in PPM.
(0:30:25) - Communication in Real Estate Investing Communication, transparency, working with professionals, trust, and investor protections are crucial in property investment and asset management.
(0:36:40) - Real Estate Investment Strategy and Exit Forced appreciation, debt structures, refinancing, and flexibility in real estate investing for optimal returns.
(0:41:03) - Real Estate Investing and Tax Strategies Real estate capital events, such as refinances and sales, impact investor returns and offer tax benefits compared to stocks.
(0:55:04) - Exploring Why Behind Success Accessible information, personal interaction, real estate expertise, adding accessory dwelling units, discovering investment path, referral to better-suited professionals.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Have you ever wondered how resilience and strategic partnerships can catapult a business to unprecedented heights? This week, we're joined by real estate titan Brett Riggins, who pulls back the curtain on his illustrious two-decade journey that's peppered with invaluable lessons on building robust relationships and scaling ventures like Physician Wealth Systems. The twists and turns of Brett's path from his parents' home construction business to becoming a design-build company owner and savvy investor are nothing short of a masterclass in entrepreneurial tenacity.
The balance between ambition and contentment is a delicate dance many learn too late. My guest and I traverse this topic, sharing the transformative shift towards a leaner, more automated business model that champions both profit and personal peace. We dissect the strategic growth necessary for a business's longevity, reflecting on our past high-stress lives and how we've found fulfillment in our respective Carolinas—emphasizing the importance of aligning one's professional pursuits with a deeper sense of purpose.
BRETT'S BIO:
Brett Riggins is a twenty year veteran of the real estate business whose passion is helping people connect with the life they want. The founder of Connect Home Buyers and Physician Wealth Systems, he’s shepherded more than 20 million dollars in transactions in the last decade. With a degree in Construction Engineering from Western Michigan University and a formative journey through the blood, sweat, and grind of building his investments, his expertise has helped hundreds of people find the deals they needed.
Based out of Charlotte, North Carolina, where he lives with his wife and two kiddos (a.k.a. future entrepreneurs), Brett connects people with the tools they need to create the life they want.
GET IN TOUCH WITH BRETT :
https://physicianwealthsystems.com/
https://www.linkedin.com/in/brettriggins/
https://www.instagram.com/nnbrett/
https://www.facebook.com/brett.riggins.9
EPISODE CHAPTERS:
(0:00:00) - The Path to Real Estate Success Real estate entrepreneur Brett Riggins shares his journey, challenges, and success through private capital and physician partnerships.
(0:09:55) - Scaling Your Business Strategically Scaling a business involves aligning growth with personal goals, navigating HR and legal requirements, and finding joy in a leaner, more profitable model.
(0:21:39) - Scaling Relationships and Self-Contentment Transition from hustle to contentment, building and selling businesses, leveraging technology and partnerships, and creating a fulfilling lifestyle.
(0:26:04) - Discovering Your Why in Real Estate Exploring the concept of 'why' and constant improvement, and the impact of music and emotions on success and growth.
(0:38:16) - Discovering Your Why for Success Daily self-improvement, staying grounded in truth, and persistence in cultivating a fulfilling life are discussed on the Know Your Why Podcast.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Join us as Peter Richter, from InterWest Capital, shares his fascinating journey from leasing agent to a key player in capital markets and investor relations. Listen in as Peter reveals how his property management roots have enriched his understanding of investor communication and strategy execution. He underscores the pivotal role of grasping tenant preferences in executing value-add strategies and the art of tailoring investment decks to resonate with various investor profiles.
As we explore the synergy between asset management and investor relations, I reflect on my time at Davlin Investments where I bridged these roles, leveraging my knack for communication to articulate property narratives. Peter and I discuss InterWest's opportunistic yet discerning investment philosophy, highlighting our forays into multifamily assets and our agility to embrace opportunities in diverse asset classes. The conversation sheds light on the intricacies of strategic development and the concept of restored core investments, providing a rich tapestry of insights for both seasoned and budding investors.
We round out the conversation by tackling the real estate landscape's challenges, from the local market idiosyncrasies to broader economic shifts, and the significance of adaptability and problem-solving in asset management. Peter also opens up about his passion for mead-making, drawing parallels between the patience required for perfecting mead recipes and mastering real estate ventures. His parting advice to newcomers in the industry emphasizes the value of niche expertise and the apprenticeship model for learning the ropes. Whether you're a real estate aficionado or just curious about the intricacies of the field, this episode offers a wealth of knowledge and inspiration.
PETER'S BIO:
Mr. Richter provides strategic direction on matters affecting investor communication, capital markets, equity placement and functions as a liaison to new investors. Prior to joining Interwest Capital, Mr. Richter served as the Director of Investor Relations and Asset Management at Davlyn Investments where he oversaw the placement of over $85 million in equity as well as spearheaded the implementation of portfolio wide ESG initiatives. Before Davlyn, Mr. Richter spent his entire professional career learning the intricacies of the multifamily management and investment industry from the ground up working for national operators such as Holland Residential and Pinnacle International and UDR, one of the nation’s largest REITs where he oversaw their San Diego portfolio which consists of both mid-rise and high-rise, class A apartments.
GET IN TOUCH WITH PETER :
https://interwestcapital.com/our_team/peter-richter/
www.linkedin.com/in/peter-richter-84081382/
EPISODE CHAPTERS:
(0:00:00) - Property and Asset Manager Roles Peter Richter shares insights on asset management, tenant preferences, and market fundamentals in capital markets and investor relations.
(0:11:24) - Asset Management and Investment Strategies Effective communication is crucial for relaying property status to investors, while InterWest targets smile states and diversifies with hotels and development.
(0:28:08) - Real Estate Challenges and Personal Motivation Nature's challenges in real estate asset management: understanding local markets, creative problem-solving, and enhancing returns for stakeholders.
(0:35:57) - Exploring Real Estate and Mead Making Nature's mead-making and real estate advice, including niche focus, research, and apprenticeship opportunities for young professionals.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
From the operating room to the boardroom, Dr. Ryan Smolarz' story is not your run-of-the-mill career pivot. On our latest episode of the Know Your Why podcast, I sit down with this remarkable otolaryngologist turned self-storage savant to track his evolution. Ryan's foray into the business world amid hurricanes and pandemics is a masterclass in resilience and determination, underscoring his pursuit of financial independence. His narrative weaves through the tapestry of life's complexities, providing a fascinating look at how financial sovereignty can serve as a backbone for navigating the unpredictable.
Ever wondered how visionary goals are crafted and pursued? This episode peels back the layers on the psychology of ambition, discussing the likes of Elon Musk and the monumental mindset needed to manifest such dreams into reality. Ryan and I dissect the ins and outs of real estate investment, highlighting self-storage as a beacon of stability that goes beyond asset appreciation. The conversation takes a deeper look at the symbiotic relationship between financial health and mental well-being, emphasizing why financial stability should be a cornerstone of life's blueprint.
Closing out, Ryan's journey from wealth building to charitable giving serves as an inspiration, proving that the path to success can lead to meaningful societal contributions. He shares actionable advice for diving into real estate, stressing the importance of aligning with partners who resonate with your investment philosophy. It's an episode brimming with wisdom for anyone looking to cement their financial future. So whether you're a medical professional, an aspiring entrepreneur, or just seeking a sturdier financial footing, join us for a compelling exploration into the ‘why’ behind success and how you too can secure a life of both purpose and prosperity.
DR. J. RYAN SMOLARZ BIO:
Dr. Joseph Ryan Smolarz, founder of STOR Partners, is a seasoned entrepreneur and Otolaryngology practitioner. With a patent for a reflux medication and a pending invention, he combines medical innovation with extensive experience in commercial real estate, specializing in self-storage and assisted living. His mission is to provide financial sovereignty to medical professionals through strategic investments in hard assets. Dr. Smolarz, equipped with an MBA from the University of Miami, emphasizes meticulous team-building in both public and private ventures. He's also a dedicated family man, proud father of Asher Drew and Harper Ayden, husband of fifteen years to Kelli, and caretaker of Ollie, his white Spinoni.
GET IN TOUCH WITH DR. J. RYAN SMOLARZ :
https://storpartners.com/#/about
https://www.linkedin.com/in/joseph-ryan-smolarz-4803a81/
EPISODE CHAPTERS:
(0:00:00) - Finding Purpose Beyond Medicine Dr. Ryan shares his journey from medicine to self-storage real estate, discussing challenges and finding financial sovereignty.
(0:14:24) - Setting Goals and Investing in Real Estate High aspirations, positive mindset, real estate investment, financial stability, and its impact on mental and physical health.
(0:26:48) - Understanding Illiquidity and Importance in Investing Real estate illiquidity prevents hasty decisions, focused stock investment, transparency in private placements, education, performance-based fees, and expert collaboration.
(0:36:38) - Investment Strategy and Cash Flow Importance Equity multiple, reinvesting returns, compounding, tax efficiency, business reinvestment, distributions, growth strategy, due diligence, investment thesis, personal financial goals.
(0:41:32) - Investment Goals & Cash Flow in Real Estate Understanding investment goals in real estate, prioritizing cash flow or returns upon exit, working with aligned partners, and setting financial goals for future security.
(0:50:46) - Success, Impact, and Real Estate Investing Successful individuals share their philanthropic experiences, benefits of lean business, personal pursuits, investing in volatile markets, and advice for real estate.
(0:58:11) - Exploring the Why Behind Success Gratitude for guest's insights on long-term financial planning, invitation for future collaboration, and audience engagement on the Medicine and Money show.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
When my son Logan asked me about the secret to wealth, his earnest curiosity set us down a path I'm excited to share with you. His simple question sparked an enlightening conversation on today's Know Your Why podcast, where I delve into the transformative power of real estate investment. From a $50,000 starting point to the lofty peaks of a billion-dollar legacy, I unravel the mystique of compounding gains and the principle of doubling investments every five years. It's a narrative that not only charts the course for achieving financial freedom but also ignites the passion for embarking on this journey, regardless of when you begin.
This episode stands as a testament to the idea that it's never too late—or too early—to start building a future for ourselves and our loved ones. I get personal, sharing my strategies for securing a family's financial future, including navigating life insurance payouts and instilling a sense of financial literacy in our children. You're invited to an intimate session that offers more than just financial advice; it's a movement towards a legacy of prosperity through smart, passive real estate investing. Whether you're a seasoned investor or just starting to explore the possibilities, join me for insights that could redefine your financial trajectory and propel you towards creating a better world for generations to come.
EPISODE CHAPTERS:
(0:00:01) - Investing in Real Estate for Generations Real estate investment opportunities are always available, with potential for compounding growth and future generations.
(0:11:37) - The Importance of Starting Investing Now Taking action for financial stability through real estate, starting late is not a barrier, teaching children about investing for a legacy.
(0:18:26) - Appreciation for "Know Your Why" Gratitude for listeners, diverse guests, and understanding motivations behind success on the Know Your Why podcast.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Embark on a transformative journey through the world of real estate investment as Mark Khuri, from SMK Capital Management, shares his remarkable transition from corporate confines to real estate mogul. Unlock the secrets of weathering economic storms and uncover the art of value-add through savvy property rehabilitation with us on the Know Your Why podcast. Mark's wealth of experience sheds light on the nuanced strategy of pinpointing underperforming properties in high-demand areas and elevating them to achieve maximum returns. His tales of resilience during the 2005 recession serve as a masterclass in holding assets when the market is low and optimizing the timing of your investments.
As we venture further with Mark, we uncover the goldmine potential of self-storage facilities and mobile home parks, revealing how undermanagement can translate into lucrative opportunities for the astute investor. Our conversation isn't just about the triumphs; it's a candid look at the balance between active and passive investment roles, the tactical shift from hands-on property management to embracing a diversified, passive portfolio, and the pursuit of a more harmonious work-life balance. Whether you're a seasoned investor or new to the game, Mark's insights into patient, strategic growth and risk management are invaluable.
Join us for an episode full of actionable advice and the inside scoop on building wealth in the real estate market.
MARK'S BIO:
Mark has been an avid real estate investor for over 17 years and throughout his career he has been involved in sourcing, underwriting, acquiring, raising capital, rehabilitating, managing and selling both residential and commercial investments throughout multiple markets in the US.
Mark has analyzed thousands of investment opportunities and has successfully bought, renovated, sold and invested in over 120 properties with a combined value over $1 billion and created and managed over 60 real estate partnerships with investors.
GET IN TOUCH WITH MARK :
www.smkcap.cm
EPISODE CHAPTERS:
(0:00:00) - Real Estate Investing and Value-Add Strategies Mark shares his real estate journey, strategy for creating value through property rehabilitation, and the role of timing and luck in investments.
(0:10:37) - Value-Add Strategies in Real Estate Investments Strategic acquisition and value-add opportunities in self-storage and mobile home parks, emphasizing undermanagement, rent increases, and patient investment perspective.
(0:23:58) - Diversifying Investment Strategies and Asset Classes Transition from active to passive real estate investing, networking, diversification, trust with partners, and work-life balance.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Join me, Dr. Jason Ballara, on the Know Your Why Podcast, where I engage in a heartfelt conversation with Jake Burhans, a former athlete turned real estate mogul. Listen in as Jake shares his transformative journey from the ice rinks to the competitive world of real estate investing. We dissect the critical leap from simply reading "Rich Dad Poor Dad" to actualizing its principles alongside a fellow UNH alum. Discover how Jake and his partner navigated the challenges of passive income generation and learn the trio of elements that form the backbone of any thriving partnership: clearly defined roles, shared values, and a united mission.
Shifting gears, we navigate the tactical evolution from wholesaling properties in New Hampshire to targeting the more fruitful realms of Florida and North Carolina. Jake opens up about the strategy behind this geographic pivot, shedding light on the intricacies of market conditions and the allure of multifamily investments. Through our discussion, the importance of a sturdy cash flow foundation becomes evident, as does the art of scaling a business with an eye toward a future of financial independence. Gain insights on how to strategically reduce day-to-day business involvement, paving the way for grander investment pursuits by mid-2025.
In our final chapter, we delve into the heart of real estate marketing and its impact on business growth. Jake and I explore setting Key Performance Indicators (KPIs), building a resilient team, and the art of delegation. Marketing takes center stage as we compare the hustle of outbound strategies with the nurturing nature of inbound efforts, highlighting the journey to exponential growth. Moreover, we peer into Jake's personal motivations behind his real estate ventures, transitioning from profit-centric goals to a life rich with time, impact, and the freedom to enjoy passions like driving and music.
Tune in to uncover the personal side of a real estate entrepreneur and the inspirations that fuel his quest for success.
JAKE'S BIO:
Jake Burhans is a real estate entrepreneur who owns and operates two separate companies. With QA Home Buyers he is on a mission to empower communities by providing solutions for homeowners looking to sell their properties. Additionally, with Maple Birch Properties he is an active real estate investor with holdings in the New Hampshire area. Jake graduated from the University of New Hampshire with a degree in finance and has utilized his education and expertise to excel in the industry.
GET IN TOUCH WITH JAKE :
https://www.facebook.com/groups/optimizerei/
IG: Jake_Burhans
FB: Jake Burhans
LI: linkedin.com/in/jacob-burhans
EPISODE CHAPTERS:
(0:00:00) - Real Estate Investing and Partnership Evolution Real estate entrepreneur Jake Burhans shares his journey from athlete to investor, discussing partnership, passive income, and financial freedom.
(0:10:06) - Transition to Multifamily Real Estate Strategic shift from NH to FL/NC for lucrative markets, goal of transitioning to multifamily properties, scaling business effectively.
(0:18:04) - Importance of Marketing in Real Estate KPIs, reserves, team dynamics, marketing strategies, and investment in resources drive business growth in real estate wholesaling.
(0:30:59) - Real Estate Investing and Personal Motivations Real estate investment strategies, flipping vs. custom remodels, importance of speed and convenience, hard money loans, personal motivations and passions.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Ever felt boxed in by traditional retirement investment options? Scott Maurer from Advanta IRA joins us to break down the barriers of conventional thinking with self-directed IRAs. His legal expertise and extensive knowledge in retirement planning illuminate the path for investors looking to expand their portfolio reach. Have you ever considered owning a piece of an English soccer club or tapping into the real estate market with your IRA? This episode peels back the layers on how to make these aspirations a reality.
Navigating the realm of IRAs can be as complex as a labyrinth, but fear not, Scott and I guide you through the nitty-gritty of traditional, Roth, SEP IRAs, and solo 401(k)s, including their unique tax implications. We don't just stop at theory; we equip you with practical steps and considerations for setting up your self-directed IRA. Real estate investments through this vehicle come under the microscope too, as we compare the tax benefits to personal real estate dealings. It's about giving you the tools and knowledge to make informed choices about where your retirement money can grow.
This isn't just a journey through financial education; it's about connecting your investments to your passions. With Scott's insights, this episode serves as your catalyst for rethinking your financial trajectory and discovering the 'why' behind your investment goals. Join us for a discussion that's sure to leave you both enlightened and inspired.
SCOTT'S BIO:
Scott Maurer is the Vice President of Sales for Advanta IRA, a nationwide self-directed IRA administrator. Scott has worked for Advanta since 2006, helping thousands of people invest in alternative assets (mainly real estate) using their IRAs and old 401ks. Scott is a frequent speaker and lecturer on the topic of self-directed IRAs and has also appeared on many real estate and investment podcasts. Scott is also an attorney and a member of The Florida Bar, although he does not give legal advice to Advanta clients.
Achievements: Over 50% growth in new business during 2023 (consistent growth also over the last 5 years)
GET IN TOUCH WITH SCOTT :
www.AdvantaIRA.com
https://www.youtube.com/channel/UCEE4_cMUgKC9g9t61vjPo_A https://www.facebook.com/AdvantaIRA/
https://www.linkedin.com/in/scott-maurer-18998465/
EPISODE CHAPTERS:
(0:00:00) - Understanding Self-Directed IRAs and Investment Options Scott shares his journey from law to self-directed IRAs, discussing misconceptions and educating investors about their potential.
(0:10:33) - Traditional and Roth IRAs Nature's retirement accounts: traditional and Roth IRAs, SEP IRAs for small business owners, and setting up self-directed IRAs with designated beneficiaries.
(0:15:06) - Transferring Funds and Tax Considerations Transferring funds into a self-directed IRA, investment process, tax implications of real estate in retirement accounts.
(0:26:42) - Self Directed IRAs and Retirement Investments Retirement funds can be invested in real estate through self-directed IRAs, providing more control and potential for raising capital.
(0:36:02) - Self-Directed IRAs and English Soccer Self-directed retirement accounts offer control over investments, while English soccer and cultural experiences enhance our connection to sports.
(0:45:10) - Understanding Your Why Real estate investing, entrepreneurship, and personal development are discussed with expert Scott on the Know Your Why podcast.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Join us for a captivating conversation with Bethany Finch, the trailblazing founder of American Made Home Solutions, as she unfolds her 27-year odyssey through entrepreneurship and real estate. From her tenacious beginnings as a foster kid to a dynamic business mogul, Bethany's story is a masterclass in aligning career with lifestyle. She unpacks her intricate strategies for real estate investment and illustrates her profound commitment to creating meaningful community impact. Bethany's infectious enthusiasm for her work and incisive understanding of market trends is sure to inspire any listener with an interest in cultivating both financial success and societal contribution through real estate. We explore how Bethany's personal journey towards financial and lifestyle freedom has shaped her business philosophy.
Her pursuit of niche markets, particularly workforce housing, underscores her desire to build sustainable growth and create a legacy of empowerment. Listeners will also get a glimpse into Bethany's unique RV living lifestyle and her mission to bring families closer to financial literacy and spiritual fulfillment. For those seeking guidance in the real estate realm or simply looking for insight into a purpose-driven career path, Bethany's experiences offer a guiding light. Get ready to be motivated by her story and her commitment to paving the way for financial empowerment and sustainable community growth.
BETHANY'S BIO:
Bethany Finch, the Remote RV Investor and founder of American Made Home Solutions. Bethany has over 27 years founding and running 4 separate companies; a credit hacking business, an executive rental business, a single family residential renovation business, and a multifamily syndication business. Her and her husband, Kurt Finch, have worked their way all their way up from a groundskeeper to owner of multifamily, at one time Kurt had over 5,000 doors all under full renovations across 20 different properties under management. Kurt & Bethany are working to utilize their God given gifts to further Christ's kingdom while utilizing their many properties in many different markets. Bethany spent many of her years also teaching both K-12 students and adults in a variety of subjects such as higher level maths and sciences. She loves to see the “lightbulb” go off for people to be able to see the door opened to opportunities they never knew were available. You can find Bethany & Kurt travelling the USA with their RV security, Blue dog.
GET IN TOUCH WITH BETHANY :
LinkedIn: https://www.linkedin.com/in/bethany-finch-amhs/
Facebook: https://www.facebook.com/AmericanMadeHomeSolutions
LinkedIn: https://www.linkedin.com/company/american-made-home-solutions
Instagram: https://www.instagram.com/americanmadehomesolutions/
YouTube: https://www.youtube.com/c/AmericanMadeHomeSolutions
EPISODE CHAPTERS:
(0:00:00) - Finding Your Niche in Real Estate Entrepreneur Bethany Finch's journey from foster kid to multifaceted business owner in workforce housing and market cycles.
(0:04:59) - Real Estate Strategy and Community Impact Nature's strategic real estate investments in Washington and southern states, with focus on executive rentals, flips, and community impact.
(0:09:00) - Workforce Housing and Build to Rent Workforce housing is distinct from affordable housing, with a focus on build to rent strategies and strategic location selection for community benefits.
(0:15:34) - Renting and Built-to-Rent Strategy Benefits COVID-19 has shifted housing preferences towards single-family homes with amenities, and younger generations are investing in rental properties for future homeownership.
(0:22:00) - Building Sustainable Businesses for Financial Freedom Transitioning to real estate for financial and lifestyle freedom, identifying a niche, and creating sustainable growth for personal time and community needs.
(0:30:02) - Creating Sustainable Growth Through Financial Empowerment Bethany's "why" is creating sustainable growth through financial literacy and she shares her RV lifestyle and real estate advice on her blog.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Have you ever envisioned trading a traditional 9-to-5 for the dynamic world of real estate investment? This episode welcomes Zach Winner, an ex-lawyer who now navigates the bustling terrain of multifamily apartments, sharing his transformative journey and why he's betting big on this particular niche. Together, we dissect the allure of multifamily properties, from the striking potential for value enhancement to the intricacies of cash-flow optimization. Zach's candid tales from the trenches, including the arduous management of a hotel, underscore the critical importance of hands-on property oversight and the perseverance required to thrive amidst the market's ebb and flow.
The episode doesn't just circle around the financial mechanics; it's a heartfelt reflection on the personal gratification gleaned from surpassing investment benchmarks and the intellectual stimulation of a well-nourished mind. I divulge the personal enrichment that comes from my voracious reading habit, spanning a wealth of genres that sharpen my insights both professionally and personally. For listeners aiming to connect further or step into the vibrant world of real estate investing, there's a trove of wisdom and encouragement waiting right here. So tune in, and let's embark on a journey that transcends mere numbers and charts—it's about crafting a life filled with purpose and success, one property at a time.
ZACH'S BIO:
Zach is a founding partner and the CEO of Prosperity CRE, a private equity firm specializing in providing passive investment opportunities in multifamily apartment complexes.
Mr. Winner focuses on overseeing the real estate investment portfolios and advising and assisting clients who choose to invest with Prosperity CRE.
Mr. Winner has successfully owned and operated a residential real estate company, mortgage brokerage company, and escrow company, with offices in Northern and Southern California, assisting clients in the purchase, finance and sale of properties throughout the United States.
Mr. Winner also has extensive legal, public affairs and ballot measure campaign management experience, including representing clients in a wide variety of commercial real estate and land use transactions.
Mr. Winner is a licensed attorney and member of the California Bar Association. He is a graduate of the University of Southern California, and the McGeorge School of Law at the University of the Pacific.
GET IN TOUCH WITH ZACH :
www.prosperityCRE.com
https://www.linkedin.com/in/zachwinner/
https://twitter.com/ZachWinnerCRE
EPISODE CHAPTERS:
(0:00:00) - Real Estate Investing in Multifamily Apartments Jason Ballara and Zach Winner discuss the transition from law to real estate, focusing on multifamily investments and the importance of hands-on management for profitability.
(0:11:38) - Markets, Investors, and Interest Rates Exploring key metrics for strong multifamily markets in the Midwest and Southeast, and the synergy between legal and lending expertise in investor relations.
(0:15:49) - Real Estate Investing and Interest Rates Nature's impact on real estate investing with fluctuating interest rates, challenges of bridge and adjustable rate debt, and lessons from market volatility.
(0:23:54) - Real Estate Investing and Book Recommendations Exceeding investment projections in real estate, finding joy in improving properties, and maintaining a healthy mind and body through reading.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Embark on a transformative journey with us as we sit down with real estate dynamo Lindsay Sharma, who reveals how she traded her graphic design roots for a thriving career in property investment. This episode promises a glance into Lindsay's inspiring transition, as her tale unfolds from the 2008 financial crisis to the founding of her own property buying company. With a focus on the value of mentorship and hands-on learning, Lindsay's experiences shed light on the creative strategies essential for anyone looking to carve their own path in the unpredictable real estate market.
Gain a wealth of knowledge about building a robust real estate portfolio as we traverse the rocky terrain that comes with starting from scratch. Lindsay shares the insights she gained while working under the wing of a seasoned investor, the crucial first steps into private lending, and the resilience needed to manage personal properties.
The conversation offers a road map of persistence, adaptability, and the importance of aligning investment strategies with personal goals, proving that financial independence through real estate isn't just a dream, but an attainable reality. Wrap up with us as we delve into the financial nuances of the trade, discussing everything from tax benefits to diversifying your investment portfolio.
I peel back the curtain on my own real estate investments and aspirations, particularly my fascination with mobile home parks and their contribution to my financial freedom vision. Moreover, we touch on the delicate art of balancing professional growth with family life, concluding our dialogue with a powerful mix of heartfelt stories and strategic advice, all aimed at empowering your own real estate investment journey.
LINDSAY'S BIO:
Lindsay Sharma, a dedicated real estate investor based in Little Rock, Arkansas, passionately ensures quality housing with a strong ROI and donates 5% of profits to support Women and Children First. Launching a specialized wholesaling course for busy women, Lindsay's journey began in 2020 and evolved into founding Lindsay Sharma Property Buyers in 2023, focusing on wholesaling and selling owner-financed properties in Central Arkansas. Seeking private lenders for portfolio growth, Lindsay anticipates her first mobile home park investment in 2024. As a busy mom, her goal is to simplify real estate concepts through storytelling and empower women in the industry, embodying a 'why' rooted in growth, inclusivity, and success in real estate investment.
GET IN TOUCH WITH LINDSAY :
www.LSPropertyBuyers.com
www.LindsaySharmaProperties.com
www.instagram.com/lindsayjsharma
www.facebook.com/lindsay.sharma.5036
www.linkedin.com/in/lindsay-sharma-8b75aa19
EPISODE CHAPTERS:
(0:00:00) - Switching Careers to Real Estate Real estate investor Lindsay Sharma shares her journey from graphic design to entrepreneurship, emphasizing the value of hands-on learning and mentorship.
(0:11:41) - Building a Real Estate Portfolio Nature's journey of an aspiring real estate investor, starting with private lending and adapting strategies to achieve financial freedom.
(0:17:52) - Real Estate Investor's Financial Freedom A small business owner achieved financial freedom through real estate investment, using a hands-off owner finance model and loan servicing company for passive income.
(0:21:57) - Tax Benefits and Portfolio Diversification Understanding market dynamics, landlord-tenant laws, and proper documentation for private lending in a growing investment portfolio.
(0:27:16) - Investing in Mobile Home Parks Real estate investing offers various strategies for growth, with a focus on Central Arkansas and the importance of financial freedom and gender diversity.
(0:42:28) - Exploring the Why Behind Success Thanking guest Lindsay for sharing her story on balancing parenthood and professional pursuits, highlighting chaos and fulfillment.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
From the barracks to big bucks in barren lands, Brent Bowers, a former Army officer and now a virtuoso of vacant lots, joins me to share his riveting pivot to prosperity through land investing. On this episode of the Know Your Why Podcast, we delve into Brent's strategic maneuvers that have not only amassed over 300 real estate deals but also secured a life rich with family time and personal fulfillment. His narrative isn't just about acquiring and flipping unloved land—it's an inspiring tale that intertwines career, values, and the enlightening realization that sometimes, in a world where everyone's bustling, the best move is a clever zag away from the crowd. Picture this: holidays roll around, and while some rental property owners brace for inevitable issues, my guest Brent sits back, reaping the rewards of his low-maintenance land investments.
Brent uncovers the art of the land flip, starting with plots picked up for mere pennies on the dollar, and catapulting those into five-figure sums. We also touch on the nuts and bolts of his methodology, from employing seller financing to generating a passive income stream that's as steady as it is impressive. This episode is brimming with Brent's golden nuggets of wisdom for those eager to unearth the potent potential of land investing and possibly becoming the lender in their own game of Monopoly. In a candid wrap-up, Brent and I explore the monumental impact that financial freedom can have on one's life and on the lives of those around us.
Our conversation is more than just a masterclass in real estate—it's a reflection on the profound 'why' that drives us to success. As Brent shares his coaching experiences and strategies, from sourcing deals to pre-selling plots, it's clear that his mission extends beyond personal gain. It's about empowering others to harness the power of real estate, to create a legacy of independence, and to support communities while living a life abundant with purpose and generosity. Join us for this heartening episode that's as much about financial finesse as it is about charting a course for a meaningful and rich life.
BRENT'S BIO:
Brent Bowers, owner of The Land Sharks and is an investor and coach with a focus on buying and selling vacant land. As an Army Officer with over 8 years of service, Brent Bowers was spending a great deal of time away from his family, and he knew he needed to make some changes in order to be more present with his wife and children. His interest in real estate began in 2007 when he purchased his first home. While Brent invests in many different types of real estate, his favourite investment strategy deals with buying and selling vacant land, and he enjoys sharing his expertise in this area with his coaching clients and is passionate about helping other people find success in real estate investing, particularly in land investments.
GET IN TOUCH WITH BRENT :
https://www.thelandsharks.com/
https://www.instagram.com/brentlbowers/
https://web.facebook.com/brentlbowers1
https://www.linkedin.com/in/brent1/
EPISODE CHAPTERS:
(0:00:00) - Land Investing Army officer turned real estate investor shares insights on flipping unwanted land for profit and creating passive income through seller financing.
(0:03:58) - Land Investing Nature's land investing with a seasoned investor, generating passive income and scaling from modest to expensive deals.
(0:15:14) - Land Investment Strategies and Coaching Opportunities Innovative land investment strategies, showcasing properties through mulching and drone photography, and the importance of good marketing.
(0:19:08) - Real Estate Coaching and Financial Freedom A successful land investor shares their roadmap to building a thriving real estate business, emphasizing collaboration and the impact of financial freedom.
(0:30:34) - Uncovering the Why Behind Success Real estate investment and coaching strategies for success, connecting with the right people and resources, and understanding motivations.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Find the secrets to a more balanced life with Michael Leland, an inspiring nurse anesthesiologist who found his true calling away from academia and in the arms of rural practice and real estate entrepreneurship. In this heartfelt episode, we journey alongside Michael as he shares the pivotal reasons behind his career transformation—a quest for work-life harmony, family time, and personal fulfillment. His story is a beacon of courage for anyone standing at the crossroads of their professional life, inviting you to consider what it truly means to live in alignment with your purpose.
Prepare to be empowered as I reveal the genesis of a unique real estate education platform tailored for those in the medical profession. With the pressures of high-stakes careers weighing upon us, I spotlight the significance of financial literacy and the freedom that comes from mastering passive investment strategies. We delve into the creation of this resource-rich hub, connecting learners with seasoned experts and fostering a culture of proactive financial stewardship, no matter how busy one's schedule may be. As we traverse the landscape of personal growth, Michael Leland reflects on the transformative effects of parenthood on both his life and career trajectory.
We discuss the value of reassessing priorities in light of newfound responsibilities and the strategic importance of cultivating multiple streams of income for enhanced security. Not forgetting the lighter side of life, Michael opens up about his passion for woodworking, proving that fulfillment often lies in the embrace of new challenges and creative outlets. Join us for a conversation that intertwines professional insights with the personal stories that shape our journeys.
MICHAEL'S BIO:
Meet Michael Leland, a nurse anesthesiologist who took a courageous step two years ago, leaving behind a secure W-2 job in academic clinical settings to embark on a journey of independent practice in rural East Texas. For the past two years, he has been serving as a solo provider, offering anesthesia services. During this time, Michael has also been actively involved in real estate deals, gaining valuable experience in transactional funding and private money lending, all while preparing to work one week a month in anesthesia. Michael's journey includes joining Dr. Benjamin Hardy's Platinum-level mastermind for personal development, showcasing a commitment to growth. The pivotal moment came when he realized he could serve fellow CRNAs and advanced practice providers by empowering them to step into real estate investing through education and vetted opportunities.
Today, Michael is in the process of building a community that equips professionals with confidence and reduces the risks associated with real estate investment. Stay tuned for the launch of this exciting platform at the end of the year or the beginning of the next.
GET IN TOUCH WITH MICHAEL :
https://prairiesage.fund/reirx
https://www.instagram.com/manesthetist/
https://www.facebook.com/manesthetist/
https://www.linkedin.com/in/michael-leland-crna/
EPISODE CHAPTERS:
(0:00:00) - Academic Job to Real Estate Entrepreneur Michael Leland shares his journey from academia to independent practice, finding work-life balance and pursuing real estate investing.
(0:12:36) - Real Estate Education Platform Creation Creating an education platform for medical professionals to learn about passive real estate investing, with diverse perspectives and expert analysis.
(0:21:57) - Exploring Real Estate and Parenthood Parenthood's impact on personal and professional choices, reassessing life path, creating options through multiple income streams, and finding creative outlets.
(0:31:14) - Perfectionism Struggles in Medicine and Business The mindset shift from perfection in medicine to accepting failure in entrepreneurship, with support from a community.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Join Dr. Jason Ballara and Rachel McFarlane, our investor relations guru, on a special live event episode, where they join forces to demystify the complex world of real estate syndication. They don't just skim the surface; they drill down into the pivotal roles of general and limited partners and unveil the legal scaffolding that underpins these investments. If you're ready to scale the heights of multifamily real estate or simply looking to understand what sets it apart from personal property management, this episode holds the blueprint to your ambitions.
Navigating the rapids of residential versus commercial multifamily lending, we cast a line into the murky waters of financing. While discussing how a few units can shift a property's classification, we float the benefits of owner-occupied loans and weigh anchor on the financial resilience of real estate. Whether you're considering dipping your toes into larger multifamily properties or just want to anchor down your knowledge of interest rates and self-directed IRAs, our candid conversation sets sail to chart these territories for you.
Steering through the regulatory currents, we reflect on the buoyancy of real estate investments amidst market fluctuations and explore the harbors of opportunity zones. With a keen eye on the lighthouse of SEC compliance, we guide you through the legal landscape of Regulation A offerings and the intricacies of 506B and 506C exemptions. While at the helm, Dr. Ballara also signals a course towards the newly unveiled LarkCapital.com and the rich repository of resources it offers to navigate your investment journey.
Join us, as we share the collective 'why' that propels us and our esteemed guests forward in the dynamic seas of real estate investing.
Special Mention to Song Saney, executive assistant of Dr.Jason Ballara.
EPISODE CHAPTERS:
(0:00:00) - Understanding Syndication in Real Estate Investing Real estate syndication structure, roles of active and passive partners, accessibility of commercial properties, and dispelling misconceptions for investors.
(0:10:35) - Residential vs Commercial Multifamily Lending Multifamily real estate includes properties with 5+ units, with different financing options and benefits for larger properties.
(0:26:00) - Real Estate Investments & SEC Regulations Real estate resilience, interest rates, self-directed IRAs, opportunity zones, SEC regulations, Private Placement Memorandum, and government incentives.
(0:37:59) - Real Estate Investing Regulations and Interactions Regulation A offerings, 506B and 506C exemptions, accredited investor qualifications, marketing restrictions, and real estate accessibility.
(0:53:36) - Updated Website and Podcast With Dr. Ballara Revamped LarkCapital.com offers blog, podcast, deal room, social media connections, and inspiring interviews on Know Your Why podcast.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
It's not every day you come across a story that stops you in your tracks and makes you reconsider the path you're on. Jason Malabute journey is one such narrative, an odyssey through the trials of cerebral palsy to the peaks of real estate investment. Join us on the Know Your Why podcast with Dr. Jason Ballara, where we sit with Jason, a CPA turned real estate mogul, as he lays bare the hurdles he leaped and the drive that comes from understanding your 'why'. We'll traverse his transition from academia to the boardroom, uncovering how a blend of parental wisdom and personal grit shaped his approach to conquering the Los Angeles and Indianapolis real estate markets.
Mentorship is the silent hero in many success stories, and mine has been no different. Reflecting on the invaluable insights gained from mentors like Sterling White, David Monroe, and Charles Stephen, this episode peels back the layers on the crucial role these giants play in the tumultuous world of commercial real estate. We recount the lessons learned from each, even nodding to the polarizing yet influential Grant Cardone, as we celebrate the milestone of two hundred episodes filled with growth, learning, and a little bit of celebration.
Navigating the treacherous waters of multi-family real estate investment, especially through the stormy market of 2020 to 2023, has taught me the importance of mental fortitude and the sweet victory that awaits beyond the setbacks. We lay out the blueprint for achieving financial freedom and the burgeoning opportunities within the multi-family realm that beckon any aspiring investor. So, tune in with us, show your support for the podcast, and let Jason's tale of triumph become the wind in the sails of your own ambitions.
JASON'S BIO:
Born in Los Angeles, California, Jason Malabute, an MBA, is a seasoned real estate investor, an active philanthropist, and a CPA (Certified Public Accountant). Jason Malabute started his real estate journey in 2018 and studied real estate for 1 whole year before finally investing in three rentals in the very first year of 2019, in Indianapolis. After successfully following the investment strategy called BRRRR (Buy, Rehab, Rent, Refinance, and Repeat) for multiple properties, Jason took the leap from single-family to multifamily investing. He focuses on the Atlanta, Indianapolis, and Kansas City Markets.
Jason is a general partner on a 342 units across 2 deals in Atlanta. Jason is a co-organizer of the Pasadena/Glendale chapter of Multifamily Masters meetup group in Los Angeles. Jason is a regular blog contributor for Biggerpockets and American Apartment Owners Association. Jason is head of accounting and financial reporting for Cashflow Champs.
GET IN TOUCH WITH JASON :
www.jasonmalabute.com
www.facebook.com/thejasonmalabute.
https://www.linkedin.com/in/jasonmalabute/.
@jasonmalabute.
https://www.youtube.com/@jasonmalabute
Tiktok is @jasonmalabute
Twitter is @jasonmalabute
Mentorship program:
https://www.strategicacquisitionmethod.com/sac-order
EPISODE CHAPTERS:
(0:00:01) - Real Estate Investing, Transitioning to Multi-Family Jason Malabute shares his journey of overcoming challenges, obtaining an MBA and CPA, and building a successful real estate portfolio.
(0:14:49) - Mentorship in Real Estate Mentorship is crucial for success in commercial real estate, with key mentors including Sterling White, David Monroe, and Charles Stephen.
(0:20:57) - Financial Independence Through Real Estate Work The power of determination in multi-family real estate investment, current market state, and future opportunities.
(0:40:54) - Exploring the Why Behind Success Jason shares his journey of persistence and securing a pivotal deal, inspiring listeners to keep pushing through challenges.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Embark on a transformative journey with real estate visionary Tommy Harr, as we unravel his ascent from diligent home inspector to master of the housing market. Together, we traverse the landscape of Tommy's early days, where family roots in property maintenance laid the groundwork for his ambitious leap into property investment. With an infectious entrepreneurial zeal, he imparts the wisdom gained from direct involvement in renovations, teaching us that the true mortar of success in real estate lies in the hands-on approach and the pivotal influence of family.
Tommy's tale unveils the art of scaling a business, the criticality of starting when the stakes are less daunting, and the youthful courage to embrace risk. We dissect his strategic response to the COVID-19 crisis, where agility in marketing and an unwavering commitment to direct communication proved vital. His narrative is punctuated with personal triumphs, from easing his parents into retirement to the exhilaration of growing his own family, reminding us that the milestones that shape us are not just fiscal but deeply personal.
Closing with the profound realization that every empire begins with a single brick, Tommy inspires with his journey from grassroots to grandeur. His experience demonstrates the potency of setting attainable goals, persisting through adversity, and the momentum one gains as small victories snowball into remarkable success. Join us for an episode that not only celebrates Tommy's story but also equips you with the insight to carve your own path in the ever-evolving realm of real estate.
BIO:
Tommy is a 29-year-old home inspector turned real estate investor born and raised in Pickerington, Ohio. By the time he was 27 he was financially free and a millionaire through real estate investing, starting with $0 in his bank account! All because he learned a blue collar skill and took action to invest in real estate.
GET IN TOUCH WITH :
https://www.tommyharr.com
https://instagram.com/tommyharr05?igshid=MWZjMTM2ODFkZg==
EPISODE CHAPTERS:
(0:00:00) - Real Estate Investing Journey Tommy Har shares his journey from home inspector to real estate mogul, discussing family influence, hands-on learning, and entrepreneurial spirit.
(0:03:20) - Start Young in Real Estate Guest shares journey in real estate industry, from inspections to marketing, lessons learned from first flip, and advantages of starting young.
(0:09:16) - Marketing Strategies and Adaptation During COVID Transitioning from digital to tangible strategies, over-delivering services, and utilizing technology and networking for successful marketing.
(0:13:00) - Pivoting and Structuring a Growing Business Adapting real estate practices during COVID-19, utilizing home inspection expertise, building a rental portfolio, and strategic hiring for efficient management.
(0:16:39) - Scaling a Real Estate Portfolio Challenges and strategies of scaling a real estate portfolio, hiring key personnel, local vs. long-distance investments, and using private capital for growth.
(0:27:05) - Retiring Parents and Starting a Family Family and career transitions, helping parents, marriage and expecting a child, past as a Division 1 soccer athlete.
(0:33:03) - Starting From Nothing Real estate and business success requires perseverance, support, education, and access to resources in a challenging industry.
(0:37:48) - Know Your Why Podcast Tommy shares insights on understanding purpose for success, with a 20% discount code for listeners. Support us by liking, rating, and reviewing.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
When Jim Manning stepped away from the shimmering facade of billionaire life, he unearthed a treasure trove of insights on wealth, purpose, and personal fulfillment. His narrative is a saga of transformation—one that begins with the glitz of high-powered real estate success and evolves into a deeply gratifying journey of strategic investment and life balance. As we unravel Jim's path, you're invited to glean from his wisdom on navigating market conditions, constructing a real estate portfolio poised for long-term growth, and defining your own metrics for success.
Retirement might seem like a distant shore, but Jim Manning steers us through the waters of real estate investment with the finesse of a seasoned captain. Reflecting on a robust 15-year voyage, he charts the course from the whirlwind of flipping houses to the serene harbors of holding assets. The current housing shortage serves as a lighthouse, guiding Jim's approach towards fortifying his collection of single-family homes—a strategy that promises stability amidst the tempest of stock market unpredictability. His tale isn't just about accumulating wealth; it's a masterclass in aligning financial objectives with a vision for a purpose-filled life.
Our final act with Jim Manning is a crescendo of wisdom on leaving a legacy that resonates beyond the bounds of personal achievement. Real estate investment emerges as the cornerstone of not just financial independence, but also as a platform for nurturing passions and crafting a meaningful existence. We go beyond the spreadsheets and dollars, touching upon the harmony between personal pursuits, like solving puzzles or perfecting a golf swing, and professional triumphs.
This episode isn't simply a conversation—it's an invitation to redefine success on your own terms, with real estate as the canvas and Jim's story as the muse.
JIM'S BIO:
Jim Manning is a seasoned real estate investor with over 15 years of experience navigating the complexities of the market. Having started his career working for a self-made billionaire, Jim transitioned to real estate 15 years ago, seeking financial freedom without compromising his personal life. Over the years, he has amassed a portfolio of successful investments, leveraging the power of passive income from real estate. Jim's journey has revealed the transformative potential of strategic real estate investments, inspiring him to share his expertise with others. With a mission to redefine success and liberate individuals from traditional financial constraints, Jim is dedicated to helping others achieve financial freedom through informed real estate strategies.
GET IN TOUCH WITH JIM:
https://passivewealthshow.com/
EPISODE CHAPTERS:
(0:00:01) - Real Estate Investing and Finding Purpose Real estate investor Jim Manning shares his journey to financial freedom and happiness, thriving in every market, and balancing business success with a fulfilling personal life.
(0:07:43) - Real Estate Investing for Retirement Real estate journey from short sales to flipping to buying and holding, with a focus on single-family homes and financial freedom.
(0:16:45) - Real Estate as Investment Foundation Real estate offers stability and diversification, with potential for hands-off investment and use of IRA funds.
(0:27:45) - Balance Work and Family for Success Achieving work-life balance by prioritizing relationships and well-being, using real estate for freedom, and balancing intense focus with detachment for productivity.
(0:33:14) - Balancing Personal and Professional Life Balancing personal and professional life, prioritizing tasks, delegating responsibilities, and personal growth through challenges.
(0:39:50) - Real Estate Legacy and Financial Freedom Achieving financial freedom through real estate, leaving a legacy, understanding strengths, and advice for starting in real estate.
(0:49:23) - Discovering the Why Behind Success Thanking guest Jim for insights on real estate, entrepreneurship, mindset coaching, authorship, and fitness on the Know Your Why Podcast.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Caroline Hobbs steps into the spotlight in this enlightening episode, taking us on a journey through her ascent to becoming the tech-savvy founder and chief broker of Reward Realty. With a career blossoming under the tutelage of a top-producing agent and a penchant for managing complex databases, Caroline uncovers the blueprint for success in a tech-evolved real estate landscape.
Our discussion traverses her early days, the professional coaching that forged her path, and the innovative systems that now streamline business while honoring the delicate balance of work and personal life. Revolutionizing the real estate industry isn't just about selling homes, it's about reshaping how we manage transactions and client relationships with a click or swipe. Caroline and I dissect the seismic shift technology has introduced, examining the resulting lifeline of automation for both green and seasoned professionals.
We cast a light on the palpable relief that technology brings to the table, granting improved work-life balance and enhancing customer service in ways that were once the stuff of fantasy. Our conversation pivots to the nuances of embracing new technologies, sharing insights on the adaptation process and the profound impact of mastering these tools. Navigating the business seas, we uncover the vast potential of project management tools and the quest for the holy grail of calendar apps. I share a slice of my life, discussing the driving forces behind my endeavors, including a commitment to mental health and setting a precedent for my children about the boundless opportunities awaiting them.
Meanwhile, Caroline emphasizes the power of mentorship and the genius lurking within every business. So, buckle up for a ride that promises to enrich your professional toolkit and perhaps, more importantly, your approach to life's myriad challenges and triumphs.
CAROLINE'S BIO: Caroline Hobbs, the visionary founder and Chief Broker of Reward Realty, brings unparalleled commitment and tech proficiency to Silicon Valley's real estate scene. Her journey started in 2008 at Keller Williams, mastering database management. In 2013, she addressed agents' system management challenges by establishing Reward Realty, an entity reflecting her passion for real estate and technology, offering an efficient, automated experience for transactions.
GET IN TOUCH WITH CAROLINE :
https://rewardrealty.org/
https://www.instagram.com/carolinehobbsre/?hl=en
https://www.facebook.com/carolinehobbsre/photos
https://www.linkedin.com/in/caroline-hobbs-8060671a/
EPISODE CHAPTERS:
(0:00:00) - Tech Proficiency for Real Estate Success Caroline Hobbs shares her journey in real estate, tech's impact, and developing systems for agents to balance work and life.
(0:17:13) - Revolutionizing Real Estate Transaction Management Technology in real estate brings automation, customization, and improved work-life balance, but also poses challenges for professionals.
(0:33:58) - Opportunities in Project Management and Business Project management tools, team communication, and finding a mentor are crucial for business success and balancing life's possibilities.
(0:42:02) - Uncovering Success Unrecognized genius in business, staying curious and learning from various industries, power of inspiration, and gratitude for guest's contribution.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Could the key to thriving in the ever-shifting sands of real estate investment be a lesson in simplicity from Warren Buffet's playbook? Real estate investor and author Paul Moore rejoins us to share the wisdom of his journey, emphasizing the power of a lean, diversified approach akin to Berkshire Hathaway's model. Paul, a beacon of experience, unpacks the virtues of collaborating with top-tier professionals across various asset classes.
We examine the idea that you don't need to wear every hat yourself to strike gold; instead, focus on the 20% that yields 80% of the results and leave the fine details to the experts. As interest rates climb, they reshape the landscape of real estate investing, creating a labyrinth of new challenges and opportunities. We navigate through the complexities of alternative financing methods which rise in prominence as traditional lending tightens its belt. Mezzanine debt, preferred equity, and their potential to blend risk with reward enter our discourse, highlighting the importance of adaptability and keen insight when one is charting a course through the tumultuous waters of today's economy.
Paul's mission transcends the boundaries of business, as he turns his gaze to the prevailing issue of human trafficking. With a passion that stirs the soul, he shares how he dedicates a portion of his success to combating this harrowing global crisis, championing a crusade that intertwines purpose with profit. This episode is not just a treasure trove of financial acumen but also a clarion call to harness our achievements for a cause far greater than ourselves. Join us for an exploration of investment strategies intertwined with a heartfelt appeal to make a tangible difference in the world.
PAUL'S BIO:
Paul's professional journey began with a notable stint at Ford Motor Company before co-founding a successful staffing firm. His entrepreneurial prowess earned him the distinction of being a 2x Finalist for Michigan Entrepreneur of the Year. After the firm's successful acquisition by a publicly traded company, Paul redirected his focus towards real estate investment.
A trailblazer in the real estate arena, Paul has established and led multiple investment and development ventures. His expertise has been showcased on platforms like HGTV, Fox Business, and The Real Estate Guys Radio. A prolific contributor to BiggerPockets, Paul produces live shows, recorded videos, and insightful blog content. Notably, Paul co-hosted the wealth-building podcast "How to Lose Money" and has been a sought-after guest on over 200 podcasts.
His literary contributions include "Storing Up Profits – Capitalize on America’s Obsession with Stuff by Investing in Self-Storage" (BiggerPockets Publishing 2021) and "The Perfect Investment – Create Enduring Wealth from the Historic Shift to Multifamily Housing." Paul Moore is the visionary Founder and Managing Partner of Wellings Capital, a distinguished real estate private equity firm.
GET IN TOUCH WITH PAUL :
www.wellingscapital.com
EPISODE CHAPTERS:
(0:00:00) - Diversification and Investing With Experts Paul Moore shares insights on diversification, working with top operators, and the current economy's impact on investments.
(0:09:47) - Challenges and Opportunities in Interest Rates Challenges in real estate investment due to rising interest rates, reduced leverage, and shift towards preferred equity.
(0:17:33) - Inflation, Economy, and Investing Options Inflation and interest rates may remain high, multifamily properties are resilient, and alternative assets are popular due to JOBS Act and social media.
(0:30:37) - Investing and Fighting Human Trafficking Mixing market-rate and affordable housing increases asset appraisal, eliminates property taxes, and raises awareness for human trafficking.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
The specter of mortality often looms like a shadow, yet for James Brackin, it proved to be a beacon, guiding him towards his calling as a performance coach and podcast host before he even left his teens. Facing personal losses head-on, he shares with us the poignant narrative of how these events carved a path leading away from the expected collegiate experience and instead, towards the rich, if unconventional, territory of personal development and coaching.
His journey is not just a tale of resilience, but an inspiring blueprint for anyone feeling the tug to venture off the beaten path and invest in their own potential. During our heart-to-heart, James unravels the threads of his coaching philosophy, revealing how the intricacies of personal growth are often tangled with the roots of our deepest fears. Through his personalized six-month coaching programs, he's helping others confront and conquer the penchant for self-sabotage and procrastination. The conversation sheds light on the transformative power of acknowledging our vulnerability and taking decisive steps towards change, reinforced by the guiding hand of someone who has navigated the same turbulent waters.
Ending on a note of introspection, we traverse the inner landscape of motivation and purpose with James. His podcast 'You Can Too' stands as a testament to endless curiosity and the audacious pursuit of understanding life's most intricate puzzles. He shares insights on the vitality of questions, the courage to act despite imperfection, and the profound shifts that coaching can bring about in an individual's life. If you're poised on the precipice of change or simply curious about the transformative role coaching could play in your life, James's story is a compelling call to action.
GET IN TOUCH WITH JAMES :
https://www.youtube.com/@jamesbrackiniv/videos https://www.instagram.com/jamesbrackiniv/
EPISODE CHAPTERS:
(0:00:00) - Podcasting and Coaching Journey James Bracken shares his story of loss, self-investment, and guiding others towards intentional living through coaching and podcasting.
(0:03:15) - Coaching, Personal Growth Overcoming adversity at a young age can lead to unexpected paths, such as becoming a coach and investing in personal growth.
(0:12:01) - Coaching and Personal Growth Identifying and overcoming core issues, personalized coaching, and the importance of having coaches for sustainable change.
(0:20:48) - Finding Your Purpose, Making Positive Changes Belief in change, shedding limiting beliefs, proactive growth, and the role of coaching in creating a fulfilling life.
(0:23:47) - Discovering Motivation for Success James Bracken IV's innate curiosity and old soul characteristics, his belief in asking questions and taking action, and the transformative potential of coaching.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Have you ever wondered how a tech professional ends up investing in 100+ unit apartment buildings in Florida? Well, today's episode unravels that fascinating journey with our guest, Jim Lee, a former inside sales rep for LoopNet and CoStar who transitioned into a prosperous real estate investor. Fueled by his early career, Jim developed an interest in property investment that led him to purchase his first property, a two-bedroom condo in Ontario, California.
Hear about the metamorphosis of LoopNet and CoStar, Jim's navigation through the turbulent market, and the crucial role of having diverse income streams and understanding your purpose. As we traverse Jim's journey, we also delve into real estate syndication in Florida. Our conversation uncovers how Jim, utilizing his tech background, strategized on networking and partnerships to raise capital and contribute to the asset management team. Understand the power of leverage and the significance of continuous learning in the real estate market.
This episode is a treasure trove of experiences, covering the peaks and valleys of the market, challenges encountered, strategies employed, and insightful lessons for anyone with an interest in real estate investment. It's not always smooth sailing, but as Jim emphasizes, understanding your 'why' can drive you towards success. Tune in for these insights and more from Jim's captivating journey.
JIM'S BIO:
Jim Lee received his Bachelor of Science degree in Economics from UCLA in 2010, and started his career as an inside sales representative for LoopNet/Costar. He began his investing journey of a 2 bed/1 bath condo and now, through real estate syndication, he has invested in over 600 units in the past 2 years where he has participated as a general partner/limited partner.
GET IN TOUCH WITH JIM:
www.formosainvesting.com
https://twitter.com/bzjimlee
https://www.linkedin.com/in/formosainvesting/
https://www.instagram.com/formosainvesting/
https://www.facebook.com/formosainvestin/
EPISODE CHAPTERS:
(0:00:02) - Real Estate Investing and Success Stories Jim Lee's real estate journey began as an inside sales rep for LoopNet and CoStar, leading to his first investment property in Ontario, California.
(0:05:38) - Real Estate Syndication in Florida Tech industry guest's journey from condo to syndication, leveraging debt and networking for 100+ unit apartments in landlord-friendly states like Florida.
(0:22:18) - Challenges and Insights in Real Estate Real estate investing challenges, ups and downs of the market, understanding your why, and guest Jim's insights and experiences.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Has the dream of owning a business ever crossed your mind? Do you find the world of entrepreneurship intriguing? If so, this episode is a treasure trove of insights that you don't want to miss! We engage in an enriching conversation with James Harhi, an entrepreneur with over 20 years of experience, who navigated the journey from a first-generation immigrant family to becoming a successful business owner.
His fascinating stories range from his early days at Disney to his venture into military electronics, and they are sure to inspire you. James takes us on an exciting journey, painting vivid pictures of his childhood and recounting his experiences as the only Hispanic student in a segregated school. His tales of resilience resonate, illuminating the importance of partnerships and the role they play in achieving success.
Through his saga of buying his own company and the subsequent struggles, he presents a testament to the power of perseverance. As we journey further, James shares the valuable lessons he learned from managing businesses, emphasizing the significance of understanding working capital.
Tune in to learn more about the challenges and opportunities that come with small business ownership. James imparts valuable practical advice for budding entrepreneurs, underlining the importance of networking, mentorship, and seeking guidance from nonprofits and government agencies. You will walk away not only with a deeper understanding of the business world but also equipped with essential tools for embarking on your entrepreneurship journey.
So sit back, listen in, and prepare to have your curiosity piqued and your knowledge expanded. Let's step into the intriguing world of business and entrepreneurship with James Harhi.
JAMES BIO:
JAMES HARHI is a strategic, forward-thinking, and entrepreneurial executive with 20+ years of experience leading operational strategy, financial planning and analysis, product management, and M&A to support unprecedented levels of business growth and transformation. Throughout his career, James has been recognized for his ability to revitalize business strategy, drive innovative product development end-to-end, and create value and bottom-line revenue growth for corporations and emerging businesses. Leveraging his multidisciplinary skill set, James analyzes business challenges and develops strategies and solutions to create quick wins and promote long-term business growth.
GET IN TOUCH WITH JAMES:
https://www.jfhtech.com/
https://www.linkedin.com/in/jamesharhi/
EPISODE CHAPTERS:
(0:00:00) - Managing Working Capital James shares his immigrant background, Disney experience, and emphasizes the importance of working capital in business success.
(0:10:18) - Resilience, Diversity, and Success James shares upbringing, family dynamics, buying company during easy loans, and initial struggles with wife.
(0:15:58) - Lessons in Business Growth and Adaptation James,Business owner in Orlando shares experiences during Iraqi invasion, including laying off employees and importance of understanding demand and staffing levels.
(0:19:26) - Managing Working Capital and Business Growth Managing working capital, finding passion in work, and lessons from Disney's emphasis on passion.
(0:22:54) - Operating and Growing Small Businesses Balancing work and family, patience and knowledge, market trends, buying businesses, and growth strategies in small business ownership.
(0:34:35) - Evolve, Value, and Overcoming Weaknesses Evolution, problem-solving, passion, and fun drive our work, even as introverts who dislike networking. Anecdote about Elton John concert.
(0:47:27) - Advice for Starting a Small Business Seek advice and guidance from nonprofits and government agencies, avoid scams, and network for mentorship in starting a small business.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Strap in for a fascinating ride alongside Dr. Elaine Stageberg, a psychiatrist who reinvented herself into a successful real estate investor with a portfolio worth over 300 million. Elaine’s story is one of trials, triumph, and the relentless pursuit of financial freedom. We dig deep into her journey, discussing the obstacles she faced, the fears she conquered, and how her deep-rooted 'why' became the cornerstone of her success.
Elaine's story serves as a beacon, illuminating the way for anyone yearning for financial independence and a meaningful impact on the world. In contrast to traditional methods, we unearth a distinctive private equity model that thrives on property renovation. This model stands out with its zero asset management fees and an unshakeable focus on de-risking investors.
We also shed light on its effectiveness, even in a down market, with an emphasis on long-term debt and timing flexibility. This eye-opening chapter is bound to reshape your ideas about private equity.
ELAINE'S BIO:
Elaine Stageberg, MD, MHA is a psychiatrist, mother of 4, & Owner of Black Swan Real Estate. She owns & manages a portfolio of over $300M in assets under management. Through real estate investing, she reached financial freedom in her 30s and now helps others to do the same; Black Swan has delivered exceptional returns to hundreds of passive investors through their unique investor-focused private equity funds which enjoy no sponsor fees whatsoever, 100% return of capital to investors before any splits, and long-term returns and tax advantages, all coupled with socially conscious investing and at least 5% of profits donated to charity.
GET IN TOUCH WITH ELAINE:
Facebook Group, Real Estate at Scale: https://www.facebook.com/groups/realestateatscale
Facebook Page: https://www.facebook.com/blackswanrealestateteam
Website: www.meetblackswan.com
LinkedIn: https://www.linkedin.com/company/81014287/
Elaine’s Calendly: https://calendly.com/elainestageberg
EPISODE CHAPTERS:
(0:00:00) - Financial Independence and Real Estate Success Dr. Elaine Staggeborg's journey as a psychiatrist and real estate investor, overcoming challenges and finding success through knowing her why.
(0:10:58) - Private Equity Model and Down Markets Nature's private equity model focuses on de-risking investors and adding value without asset management fees.
(0:15:21) - Real Estate Investment Financing Strategies Real estate investing strategies include fixed rate debt, 5-6% cap rate markets, and long-term success in less popular areas.
(0:28:36) - Wealth Through Real Estate for Physicians Dr. Elaine shares her experience in real estate investing, emphasizing the importance of knowing your "why" and the role of property and asset management in solving problems.
(0:33:26) - Achieving Financial Freedom and Personal Growth Autonomy, agency, mindset, and aligning actions with future vision lead to financial success and personal fulfillment.
(0:38:04) - Real Estate Investing and Mindset Advice Real estate investing ,balancing it all with being a mom of four, and advice for beginners.
(0:43:41) - Know Your Why With Elaine Elaine shares her journey to success, emphasizing mindset, self-care, and gratitude, and the importance of positive people in finding fulfillment.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Prepare to be enlightened by the compelling narrative of Ross McArthur, a successful real estate investor who made a dramatic transition from the confines of corporate America to the rewarding world of real estate entrepreneurship. Get ready to be inspired by Ross's unwavering passion, resilience and determination in the face of challenges. From the struggle of finding reliable contractors to the stress of unexpected property damages, Ross takes us through the highs and lows of his real estate journey, serving up a good dose of practical wisdom along the way.
Our discussion with Ross goes beyond the realm of real estate as he shares his motivation for success - a deep-seated desire to provide for his family and control his own destiny. We delve into the importance of nurturing a growth mindset, seeking personal fulfillment, and approaching real estate with the seriousness it deserves. Ross also draws parallels between managing a real estate business and other industries, stressing the universal importance of effective people management. Finally, we touch on a topic close to Ross's heart - mental health.
Ross shares how the simple routine of a morning run has become a therapeutic ritual, helping him clear his mind and spark new ideas. We also discuss the importance of staying focused on your own goals, instead of getting lost in the comparison game. This episode is not just about real estate investing, it's about finding your 'why', pursuing your passion, and maintaining your mental health along the way. Join us for a truly inspiring and informative conversation with Ross McArthur.
ROSS BIO:
With 15 years in software, including roles in startups, Fortune 500, and multibillion-dollar companies, Ross McArthur shifted to Real Estate in 2020. By March 2023, he left Corporate America to focus entirely on Real Estate Investing. Managing a 40-million-dollar portfolio (700 Units) and leading a flipping business (30 flips/year), he co-founded a group investing company growing at one property per month. Passionate about education, Ross guides others on their Real Estate journey through Follow the Deal Investments, emphasizing the "Velocity of Money."
GET IN TOUCH WIH ROSS:
https://www.linkedin.com/in/rossmcarthur
https://followthedeal.com/
EPISODE CHAPTERS:
(0:00:00) - Real Estate Investing Journey and Success Ross McArthur shares his journey from corporate America to real estate investing, emphasizing mindset and off-market marketing.
(0:11:15) - Treating Real Estate as a Business Nature's business: treating real estate investing professionally with third-party management and handling challenges like lawsuits and property damage.
(0:16:34) - Real Estate Challenges and Strategies People, processes, and technology are crucial in running a successful real estate business, along with finding reliable partners and being adaptable in a changing market.
(0:29:33) - Motivation in Work and Real Estate Entrepreneur's journey in real estate, driven by family and frustration, emphasizes growth and effective people management.
(0:35:36) - Exercise and Mental Health Importance Running is beneficial for mental health and can serve as therapy, but beware of comparison and distractions. Stay focused on personal goals.
(0:43:28) - Uncovering the Why Behind Success Real estate investor Ross shares insights on mindset, networking, and purpose, and offers advice for aspiring investors in this podcast episode.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Harness the power of tax planning and reduce your audit risks with insightful strategies from Eugene Marshall, CEO of Magnolia Tax Services. This episode guarantees a wealth of knowledge designed specifically for single member LLCs and real estate investors. Eugene’s journey from property investment to becoming an enrolled agent - licensed to represent taxpayers before the IRS - is as fascinating as it is inspiring. This episode not only demystifies the world of taxes but also introduces you to the key players - CPAs and enrolled agents.
We explore their distinct roles in tax preparation, representation and how they might best serve your business needs. You'll come away with a clearer understanding of these professionals, their specializations and why having someone federally authorized to represent you before the IRS can be a game-changer. Eugene also unravels the misconceptions around LLCs and anonymity, highlighting the significance of setting up entities in the state where your property is located. Our conversation culminates in understanding the real essence of tax planning - it's not just about the tax season. It’s about crafting strategies throughout the year, having regular quarterly meetings, and staying proactive rather than being reactive.
Eugene's personal growth journey, his 'why' and his passion for cooking and constant learning pepper our discussion, adding a touch of warmth and relatability. Whether you're a seasoned real estate investor or a single member LLC business, this episode is a treasure trove of actionable tax planning insights.
EUGENE'S BIO:
Eugene Marshall is the Founder and CEO of Magnolia Tax Services. He is an Enrolled Agent (EA). Eugene is federally authorized to represent taxpayers before the IRS and, like CPAs and attorneys, have unlimited representation rights. He specializes in advanced tax strategies to reduce his client’s tax liability through effective tax planning. Eugene has several years of tax experience, including preparing taxes for individuals and small businesses.
Eugene is also an avid real estate investor. He owns a real estate investing company that acquires multi-family properties within the inner city of Chicago and surrounding suburbs. Eugene believes owning real estate and having a small business is the cornerstone of building wealth.
GET IN TOUCH WITH EUGENE:
magnoliataxservices.com
https://www.linkedin.com/in/eugene-marshall-ea-4a531267/
EPISODE CHAPTERS:
(0:00:00) - Tax Planning Strategies for LLC Businesses Nature's tax strategies for single member LLCs, real estate investing benefits, reducing audits, and the role of an enrolled agent.
(0:05:35) - Differences Between CPAs and Enrolled Agents" CPAs and enrolled agents have different roles in tax preparation and representation, with specialization and federal authorization to represent taxpayers before the IRS.
(0:19:15) - Tax Planning Strategies for Clients Understanding roles and parameters of real estate businesses, creating effective tax strategies, and the importance of year-round tax planning.
(0:26:36) - Quarterly Tax Checkpoints and Personal Growth Meeting with clients quarterly for proactive tax strategizing, having a strong "why" for motivation, and constantly learning and improving.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Have you ever wondered how to maneuver the complexity of real estate investing? Our guest, industry expert Rob Beardsley, unravels the world of real estate investing in this intriguing chat. We cover Rob’s journey from being raised in a real estate family to starting his own company, Lone Star Capital. He shares his experiences grappling with the contrasts of single-family and multi-family investing, the importance of long-term planning and delayed gratification, and the challenges of stepping away from the comfort of middle-class living.
What does it take to become an expert in underwriting? Rob, with his background in technology, shows us how. He plunged into this niche when he realized the lack of resources on underwriting. His hands-on experience led him to author a book, a tool that filled this gap and expanded his network remarkably. We also get a peek into Rob's current responsibilities which involve managing the acquisitions process, negotiating terms, and raising equity.
The role of debt and equity in the underwriting process and the effort in raising equity is discussed in detail. Looking into the future, Rob offers his perspective on the potential of the market over the next 12-18 months. With a finger on the pulse of the real estate industry, he talks about preparing for viable opportunities despite the challenges of raising capital in the current environment. He underscores the importance of avoiding bad deals to protect one's reputation. Rob also opens up about his personal drive and motivation.
Intrigued? Join us for this eye-opening discussion as we explore the mindset of a successful entrepreneur and the state of the real estate market.
ROB'S BIO:
Rob oversees acquisitions and capital markets for Lone Star Capital and has acquired over $350M of multifamily properties. He has evaluated thousands of opportunities using proprietary underwriting models and sold over 10,000 copies of his book, The Definitive Guide to Underwriting Multifamily Acquisitions.
GET IN TOUCH WITH ROB:
www.lscre.com
EPISODE CHAPTERS:
(0:00:00) - Real Estate Investing and Long-Term Wealth Real estate investing insights from Rob Beardsley: single vs. multi-family, long-term thinking, breaking the middle-class trap, and building wealth.
(0:08:51) - Real Estate Investment Real estate investor shares struggles and lessons, emphasizing long-term vision and benefits of starting young.
(0:13:53) - Expertise in Underwriting and Capital Raising Nature's underwriting world, tech background, book success, acquisitions, debt and equity, and raising equity.
(0:18:11) - Real Estate Market Opportunities Outlook Future of market, goals of Loans Start Capital, challenges of raising capital, and personal drive of founder Rob.
(0:24:37) - Setting and Pursuing Life Goals Real estate investor Rob Beardsley shares insights on setting goals, humility, and patience in the industry.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Prepare to embark on a captivating journey as we sit down with real estate investor and master certified business coach, Rich Fettke. Rich will take you through his transformational voyage, beginning with his battle against melanoma and his subsequent entry into the world of real estate investing with his wife, Kathy. Learn about their first exhilarating property purchase, the vital importance of passive income and property appreciation, and the formation of their Real Wealth group that helps others invest out of state.
Transitioning from pioneers to veterans in the industry, Kathy and Rich Fettke have a treasure trove of wisdom and experience to share. They will shed light on their early adoption of coaching and long-distance investing that has now become a staple in the industry. Discover how their innovative mindset bred diverse business opportunities, and how Kathy's radio show played a pivotal role in their first investment properties in Texas.
Get ready to gain a keen insight into the key to staying ahead of the curve and embracing new technology in the always evolving real estate industry. In our final act, we dive headfirst into the exhilarating world of adventure sports with Rich. His thrill for these sports serves as a perfect metaphor for his approach to real estate investing that focuses heavily on constant personal and professional development. You'll hear about his passion for helping others achieve financial freedom and live their best lives, demonstrating the undeniable parallel between bungee jumping off Half Dome and jumping headfirst into the world of real estate investing.
This is an episode you won't want to miss if you're looking to gain a comprehensive understanding of the real estate industry with seasoned experts.
RICH'S BIO:
Rich Fettke didn’t realize what he was getting into when he met Kathy 27 years ago, but he’s sure glad he did! In addition to raising two wonderful daughters together, Rich and Kathy have learned how to invest together, work together, and still enjoy getting out to play together. Rich oversees the marketing and business development at RealWealth. He is passionate about developing our team and our systems, and is always looking for new ways to bring good people to the network.
A licensed real estate broker and investor, Rich is also the former CEO of a large health club franchise and is past VP of the International Coach Federation. As a Master Certified Business Coach, Rich has been featured in such media as USA Today, Entrepreneur Magazine and the Wall Street Journal.
He is the author of Extreme Success, Momentum, and his most recent book, The Wise Investor: A Modern Parable About Creating Financial Freedom and Living Your Best Life. RDA Press, his publisher, lists him on their website as a Rich Dad Author and Wealth Mindset Expert. With a love for adventure sports, Rich has competed in the ESPN X-Games and is a record-holding bungee jumper, a skydiver, rock climber, skier and surfer.
GET IN TOUCH WITH RICH:
www.realwealth.com
www.thewiseinvestor.com
https://www.instagram.com/richfettke/
https://www.facebook.com/richfettkeofficial/
https://www.linkedin.com/in/fettke/
EPISODE CHAPTERS:
(0:00:01) - Real Estate Investing Power Real estate investor Rich Fettke shares his journey of investing, forming Real Wealth, and helping others invest out of state.
(0:07:54) - Early Adoption and Real Estate Investing Early days of real estate investing, pioneers in coaching and long distance investing, first properties in Texas, staying ahead with technology.
(0:21:55) - Real Estate Investing for Financial Freedom Real estate investing for wealth and freedom, working with a vetted team, and focusing on single-family properties in emerging markets.
(0:35:02) - The Purpose of Creating Real Wealth Financial freedom, living one's best life, and adventure sports reflect Rich Fettke's mindset of continuous improvement and mastery.
(0:39:53) - Bungee Jumping Off Half Dome Nature's risks and rewards in real estate investing, with guest Rich Fettke, emphasizing education, action, single family properties, and syndications with experienced developers.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Ever wondered how to make it big in the city that never sleeps? On the newest episode of the Know Your Why Podcast, we unravel the secrets of New York City real estate with none other than seasoned investment sales broker, James Nelson. We start off by cracking open the mysteries of the hyper-local NYC market, where James offers his wisdom on why research and mentorship hold the keys to staying ahead of the game.
No matter your level of experience, James's expertise in navigating this highly competitive market is sure to be an eye-opener. Peeling back the layers, we then dive into the realm of commercial real estate. James spotlights value-add strategies and how the pandemic has affected retail rents, opening new doors for astute investors. We then journey to the Bronx, discussing the intriguing prospect of the new subway stations and their potential market impact.
James also underscores the significance of having a specialized niche, understanding your asset class, and being in tune with the neighborhood you're investing in. As we add more dimensions to our chat, we narrate the success story of a developer who transformed an old property into a flourishing boutique condo, all thanks to the right team. James shares his personal motivation, and the drive that keeps him on top of his game. We also navigate the beautiful world of mentorship, as James stresses its essential role in his journey.
On a lighter note, James- a fellow podcaster, shares the value of creating meaningful content and the immense satisfaction it brings. Tune in for an engaging discussion, packed with inspiring stories, practical tips, and strategies to skyrocket your way to real estate success.
JAMES BIO:
Highly acclaimed investment sales broker James Nelson is the Principal and Head of Avison Young’s Tri-State Investment Sales group in New York City. During his 25-year career, Nelson has sold properties and loans totaling over $5 billion. James is also a serial real estate investor and has launched two real estate funds with total capitalizations of over $350 million. He is passionate about helping others achieve real estate success and offers regular training through his podcast “The Insider’s Edge To Real Estate Investing.” He regularly lectures at Columbia, Fordham, NYU, Wharton, and his alma mater Colgate.
GET IN TOUCH WITH JAMES:
https://jamesnelson.com/
book: https://jamesnelson.com/book
podcast: https://jamesnelson.com/podcast
https://www.instagram.com/jamesnelsonnyc/
https://www.linkedin.com/in/jamesnelsonnyc/
https://twitter.com/jamesnelsonnyc
EPISODE CHAPTERS:
(0:00:00) - Real Estate Investing in NYC Insights Real estate investing in NYC with guest James Nelson, emphasizing the importance of mentors, research, and staying ahead of the market.
(0:14:15) - Opportunities and Strategies in Real Estate Understanding NYC's commercial real estate market, COVID-19's impact on retail rents, niche investing, and upcoming subway stations in the Bronx.
(0:19:49) - Investment Success and Building a Team A strong team is crucial for success in commercial real estate investment, with specialized professionals like attorneys playing a key role.
(0:23:59) - Motivation and Mentoring in Real Estate Real estate expert James Nelson shares his passion for the industry, importance of mentorship, and advice for those interested in entering.
(0:31:00) - Why Success on Know Your WhyPodcast Valuable content, ratings and reviews, and the why behind success were discussed with podcast host James.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
We're thrilled to bring you an insightful conversation with Paula Nichols, a seasoned real estate professional with a fascinating journey - from Colombia to the US, from being her mother's real estate agent at a mere age of 15 to now running a successful real estate investment firm, Apogee Capital, with her husband Jonathan. Paula take us behind the scenes of their dynamic partnership, revealing how they discovered their individual strengths and carved out specific roles within their business.
You'll soak in their wisdom on setting clear expectations, managing people and properties, and navigating the nuanced world of asset management. We also delve into the strategies Paula wield for successful asset management. She emphasizes the importance of a solid business plan, the use of key performance indicators to measure success, and their unique approach to forging a sense of community amongst their residents.
She also navigate the tricky balance of retaining tenants while increasing rent to meet market demands, sharing their success story of achieving an impressive 30-40% retention rate. Taking us further, Paula doesn't not shy away from discussing the financial aspects of their real estate business. She sheds light on the significance of capital preservation and the potential perils of bridge debt.
As she anticipates a wave of discounted opportunities due to expiring loan terms, they stress on the importance of risk recognition and asking the right questions before making passive investments. Wrapped up with lessons from their years in real estate and valuable tips for those looking to enter the industry, this episode with Paula Nichols is a goldmine of knowledge for seasoned professionals and aspiring real estate moguls alike.
Tune in for an inspiring and informative conversation that will undoubtedly enhance your understanding of the real estate landscape.
PAULA'S BIO:
Paula Nichols is a real estate professional with experience in project and organizational management, investment analysis and contract negotiation. Paula and her husband, Jonathan, began investing in real estate in 2018 and undertook numerous residential projects before forming their commercial real estate investment firm, Apogee Capital, in 2019. Her current portfolio includes 400+ apartment units in the Texas and Oklahoma markets as a General Partner and almost 1,000 apartment units as a Limited Partner. In addition to her work with Apogee, Paula managed the pre-development of over 800 build-to-rent units in the DFW for a real estate development firm where she worked closely with institutional investors and local government officials.
Prior to beginning her career in real estate, Paula worked as a management consultant for clients in the banking and utility sectors. Paula holds a B.S. degree in Business Administration - Finance from Texas A&M University, she is a licensed real estate agent and a certified ScrumMaster®. Outside of work, she enjoys learning about interior design, spending time with friends/family and traveling with her husband.
GET IN TOUCH WITH PAULA:
https://www.apogeemfc.com/
https://www.linkedin.com/in/paula-nichols15/
EPISODE CHAPTERS:
(0:00:01) - 'Real Estate Podcast With Paula Nichols Paula Nichols moved to the US, became a real estate agent, studied finance, and invested in 400+ units.
(0:03:40) - Business Partnership Roles and Responsibilities Paula Nichols discusses utilizing strengths, expectations, accountability, and asset management.
(0:11:40) - Strategies for Multifamily Asset Management Paula Nichols explores asset management, KPIs, community building, and tenant retention.
(0:16:35) - Maximizing Revenue Through Property Renovations Paula Nichols discusses balancing financial, construction and leasing components of asset management, increasing rents without forcing tenants out, considering market cycle and time of year, and understanding comps.
(0:27:06) - Real Estate Loans Paula Nichols discusses preserving capital, bridge debt, discounted opportunities, risk, and lessons learned.
(0:35:04) - Passion and Success in Real Estate Paula shares advice on real estate asset management, preserving capital, and taking on bridge debt.
(0:40:11) - Know Your Why Paula Nichols emphasizes preserving capital, balancing financial, construction and leasing components, and potential consequences of bridge debt.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
What happens when the dream career you've aspired to since childhood turns into a nightmare? That's the harsh reality Dr. Amelia Knight Pinkston, a multi-passionate recovered burnout vet and integrative health and life coach, found herself grappling with. Our candid conversation reveals her unique trajectory, from realizing her childhood ambition of becoming a vet, to confronting the harsh realities of the profession, and ultimately finding a way to recover from burnout.
The veterinary field isn't all puppies and kittens, as many imagine. It's a high stress environment, where imposter syndrome is rampant and trauma responses like workaholism and difficulty with boundaries can manifest. We examine these challenges, shining a light on the pressures veterinarians face and the importance of understanding these stresses.
Amelia also provides invaluable insights on how to address and prevent burnout, emphasizing a shift out of survival mode, the critical nature of boundary creation, and zero tolerance towards bullies. But Amelia's journey doesn't stop at recovery. She has redefined health and success narratives, and we explore this mission in detail, discussing how unconscious biases, beliefs, patterns, and habits can be confronted through integrative change work and hypnosis.
We also probe into the ripple effect of dealing with disrespectful clients and the need for fostering a thriving, respectful environment in veterinary practice. So, join us as we explore Amelia's inspiring journey and her bold call for positive change within the veterinary profession.
AMELIA'S BIO:
Amelia is a multi-passionate recovered burnt out vet and integrative health and life coach. She is certified in integrative change work, hypnosis, veterinary medical acupuncture, and is co-chair of the Veterinary Genesis Initiative. She helps animal lovers unleash their most confident, energized, and healthy self using an evidence-based understanding of how the body and brain work - including the unconscious mind - with a holistic approach that honors what their heart needs to create real sustainable change that feels like a breath of fresh air. Her mission is to beat burnout in vet med by empowering individuals and hospitals to embrace a new norm where we put our “oxygen mask” on first and where workplaces foster an environment where it's convenient to thrive.
Significant achievements: - Using the lowest point in my life as a burnt out vet to lead me down a path to the highest point in my life where I have embraced being multi-passionate, created Life Boost with Amelia, and help to create positive change in individual’s lives and the veterinary profession. - Completing my certifications in integrative change work and hypnosis this year - learning anti-anxiety tools, self-directed neuroplasticity, and techniques for coaching the unconscious mind has been a game changer in my own life and for my clients
GET IN TOUCH WITH AMELIA:
Beat The Burnout series: www.lifeboost.today/beatburnout
website: www.lifeboost.today "Life Boost with Amelia"
Podcast: https://lifeboostwithamelia.buzzsprout.com/share
Beat The Burnout: Life Boot For Vets Facebook group: https://www.facebook.com/groups/2019517808209236/?ref=share
EPISODE CHAPTERS:
(0:00:00) - Recovering From Burnout Amelia shares her story of burnout recovery and her passion for creating positive change in the vet profession to address burnout and suicide.
(0:14:31) - Stress and Imposter Syndrome in Veterinary Veterinarians discuss burnout, trauma response, workaholism, boundaries, and imposter syndrome.
(0:24:34) - Addressing Burnout, Creating Thriving Environment Amelia discusses boundaries, zero-tolerance for bullies, nature's necessities, and shifting out of survival mode to prevent burnout.
(0:37:47) - Positive Work Environment Importance Setting boundaries, creating a zero-tolerance policy for bullying, and empowering staff to help pets are discussed to create positive change.
(0:47:20) - Burnout and Path to Wellness Exploration Amelia and I discuss unconscious beliefs, biases, patterns, habits, integrative change work, and hypnosis to create a new narrative around health and success.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Join us for a captivating conversation with Alex Kingman, the mastermind behind investor relations at KGI Capital. Alex's journey through real estate investing is an inspiring tale of grit and determination - from house hacking her way into the sector to managing 20 to 100 unit properties. With a keen eye for distressed properties in Jacksonville, Florida and Northern Indiana, she evinces an unmatchable zeal for growth. What's more? Her deep-rooted passion for helping others live their best life through real estate investment, and her enduring perseverance in the face of adversity, are sure to ignite your entrepreneurial spirit.
We delve into Alex's unique strategies for building her portfolio, spotlighting her knack for finding MLS deals and expanding her investor database. Working her way up in the world of real estate wasn't a walk in the park, but Alex's story is a testament to the power of strong relationships and partnerships in the investment arena. As the director of investor relations at KGI Capital, she shares her experiences of connecting with new investors, building an extensive network, and the secret to striking the right balance between her professional and personal life.
The final segment of our chat with Alex showcases the importance of having a powerful "why" and the role it plays in staying motivated. Learn from her how to persevere and keep pushing towards your goals, no matter the hurdles. With a strong belief in living life to the fullest, Alex gives us a peek into her life outside of work where she enjoys writing music and hiking. Tune in for an enlightening, inspirational conversation that promises to leave you with some major insights into the world of real estate investing.
ALEX BIO:
Alex is the Director of Investor Relations at KGI Capital. Her company helps high-income and high net worth individuals invest passively in apartment buildings so that they can reduce their tax burden, grow passive wealth, and live life on their own terms. KGI capital invests in 20-100 unit distressed and heavy value-add multifamily properties in the Southeast and Midwest. To date, they have acquired 80 multifamily units and have $10MM in assets under management. Before going full-time into real estate, Alex was one of the top Airstream salespersons in the country. She is located in the San Francisco bay area and is a mother of two girls.
GET IN TOUCH WITH ALEX:
https://www.investwithkgi.com/
https://www.instagram.com/alexkingman/
https://www.facebook.com/alex.kingman.503
https://www.linkedin.com/in/alex-kingman-033815241/
https://www.youtube.com/channel/UCNZpoN6Wse6sIVwvhhdgoIg
EPISODE CHAPTERS:
(0:00:00) - Real Estate Investing and Growth Alex and her partner transitioned from house hacking to investing in commercial multi-family real estate, inspired by Robert Kiyosaki's Cash Flow Game.
(0:11:05) - Building Relationships and Expanding Investor Database Alex Kingman shares her journey in real estate, discussing house hacking, building relationships, finding deals, and growing a portfolio.
(0:16:46) - Effective Strategies for Building Investor Relationships Alex emphasizes networking, LinkedIn, email lists, and podcasts to build relationships with investors and stresses the importance of understanding strengths and following up.
(0:25:48) - Living Your Best Life Alex Kingman discusses taking action, staying motivated, balancing professional and family life, and her hobbies of writing music and hiking.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
We're thrilled to bring you a captivating conversation with our guest, Bethany Laflam. Bethany’s journey is a remarkable tale of resilience and determination. From a working-class background to a prosperous lawyer, and then a triumphant entrepreneur - she has done it all. Her experiences in navigating through all these transformations, her failures and her eventual success, are a source of inspiration and hold invaluable lessons for everyone looking to carve their unique path.
Bethany emphasizes the concept of 'OPE' or 'Other People’s Expertise', which she considers a crucial driver of success. She highlights the magic that happens when a visionary and an integrator join forces, and shares how to strike a balance between these two superpowers. She also underscores the significance of having the right mindset to seize opportunities and employ digital resources efficiently. Her approach to investing, especially her dive into syndication, and her innovative concept of matchmaking retreats for investors are incredibly insightful. But Bethany's wisdom doesn't stop there. She discusses the importance of physical proximity in establishing deep relationships, and how it can open up a world of opportunities and resources. She’s a strong advocate for the power of vulnerability in building trust and fostering lasting relationships.
Bethany also sheds light on the vitality of defining your lane as an entrepreneur and shares her unique techniques to manage stress. Her pursuit of creating a successful life and setting a strong example for her daughter is awe-inspiring. Join us for this riveting conversation and arm yourself with Bethany's hard-earned wisdom for your entrepreneurial journey.
BETHANY'S BIO:
Bethany LaFlam is an entrepreneur, a seasoned deal lawyer, a mother, and a visionary. With more than 20 years of experience practicing law, Bethany has leveraged that expertise into her business life. In her role as Managing Partner of Premier Law Group, she focuses primarily on real estate syndications and funds, helping syndicators build their empires by safely leveraging OPE (Other People's EVERYTHING).
GET ON TOUCH WITH BETHANY:
www.premierlawgroup.net
https://www.linkedin.com/in/bethanylaflam/
https://www.instagram.com/bethany_laflam/
EPISODE CHAPTERS:
(0:00:00) - Find Your Passion, Stay in Lane Bethany left law to start a fund, met her partner, and built something with clients to help them escape the nine to five.
(0:14:17) - Finding the Right Team's Importance Bethany emphasizes the importance of combining a 'visionary' and an 'integrator' to achieve success using 'OPE'.
(0:22:46) - Mindset and Achieving Conscious Wealth Bethany shares insights on mindset, investing, real estate syndication, and conscious wealth.
(0:29:42) - Building Relationships Through in-Person Collaboration Bethany discusses matchmaking retreats, passive investing, creating relationships, taking action, and setting an example.
(0:35:16) - Creativity and Entrepreneurial Advice Bethany shares her unique approach to managing stress, defining her lane as an entrepreneur, building a team, forming relationships, and accessing people and resources.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Join us on a fascinating journey as we explore the world of corporate development and business consulting with our distinguished guest, Andrew Longcore. With a remarkable career trajectory, Andrew has transitioned from graduate lawyer to a successful business consultant. He offers an enlightening perspective on how he seamlessly bridges the legal and operational sides of businesses, highlighting the integral role of a coordinator to knit together all elements of real estate syndication or other business transactions.
One of the key takeaways from our conversation with Andrew is the significance of investing in deals that resonate with your beliefs, rather than being a blind pursuer of sales. The essence of fostering partnerships and cultivating trust within relationships is underscored as we unravel the perseverance required to nurture these pivotal alliances. You're going to love our anecdote about a decade-long professional association that has now presented a potential business opportunity. Andrew graciously guides us through his personal outlook on continuous growth, emphasizing the magic that collaboration brings.
Balancing his love for sports with his professional commitments, Andrew's personal life anecdotes are both inspiring and grounding. As a word of advice to all the budding entrepreneurs, Andrew suggests considering a partnership to avert expensive missteps. Embark on this invigorating conversation with Andrew Longcore and uncover the secrets of choosing the right mentor and investing in deals that are in sync with your values. Prepare to be captivated!
ANDREW'S BIO:
Andrew has worked with hundreds of businesses and entrepreneurs on their corporate development strategy and implementation. His experience ranges from working with solopreneurs to publicly traded companies in many industries, including technology, manufacturing, business services, hospitality, media, and retail. He has assisted with growth strategy, deal sourcing, deal structuring and negotiations, sourcing funds, transaction management, and post-closing integration. He has worked on strategic partnerships, acquisitions, mergers, divestitures, management buyouts, real estate development projects, executive recruitment, and joint ventures.
GET IN TOUCH WITH ANDREW:
https://www.linkedin.com/in/andrewlongcore/
https://twitter.com/AndrewSLongcore
https://www.instagram.com/andrewlongcore/
EPISODE CHAPTERS:
(0:00:01) - Partnerships and Consulting in Business Andrew Longcore helps entrepreneurs and investors develop corporate strategies, coordinates business transactions, and bridges legal and operational sides of businesses.
(0:14:15) - The Importance of Partnerships and Integrity Investing in deals, developing partnerships and trust, and a 10-year professional relationship are discussed.
(0:29:19) - Continuous Growth and Collaboration Importance Andrew shares his experience of shifting priorities, passion for sports, and advice for starting a business.
(0:35:41) - The Importance of Finding a Partner Andrew and I discuss finding a partner to fill investment gaps, developing complimentary skillsets, investing in deals you believe in, and celebrating his birthday.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
From being an athlete to an author and entrepreneur, Nick Hutchison's journey is one that sparks curiosity and admiration. We sat down with him to discuss his transformative journey, fueled by his passion for reading and how it unlocked his potential to establish a thriving business. Nick is not just an author but also the founder of BookThinkers, a platform that encourages learning and applying knowledge from books.
He shared his experiences, insights and the immense value he reaped from reading Alex Hormozzi's book, which astonishingly doubled his business overnight. Running a small business is no easy feat, and Nick can vouch for that. He took us through his entrepreneurial journey, revealing the challenges he faced and how he managed to stay afloat while 95% of small businesses crumble within the first five years. His secret? A firm belief in the power of books to transform lives and a strong connection to his 'why' that kept him motivated even in the face of adversity. We also delve into the lessons he learned from Alex Hormozzi about the unvarnished reality of entrepreneurship.
Unraveling the concept of progress and purpose, we probed deeper into the idea of expansion within oneself. Nick enlightened us with his unique 'Who, Why, How' framework for finding purpose and using it to serve others. He emphasized the importance of having core values and making progress in health, wealth, happiness, impact, and relationships. Wrapping up the discussion, we explored the idea of progress, the feeling of 'enough,' and how to stay motivated on the winding road to success. Tune in, and you might just discover your 'why.' Who knows? It could set you on your path to success, just like it did for Nick.
NICK'S BIO:
Nick Hutchison is the author of Rise of the Reader: Strategies for Mastering Your Reading Habits and Applying What You Learn and founder of BookThinkers, a growing 7-figure digital marketing agency that serves mission-driven authors. At the age of 20, Nick discovered the world of personal development and quickly used the books he was reading to improve every aspect of his personal and professional life.
Now, Nick has dedicated his life to helping millions of readers take action on the information they learn and rise to their potential. Nick's podcast, BookThinkers: Life-Changing Books, features captivating interviews with world-class authors such as Grant Cardone, Lewis Howes, and Alex Hormozi. During these insightful discussions, Nick delves into the pages of their books, uncovering practical and transformative takeaways for his motivated audience.
GET IN TOUCH WITH NICK:
www.bookthinkers.com
EPISODE CHAPTERS:
(0:00:00) - Reading for Personal Growth's Power Nick Hutchison discussed unlocking potential through reading books, his journey to success, and the importance of integrating book knowledge.
(0:10:36) - Small Business Journey and Challenges Nick Hutchison shares his journey as an entrepreneur, exploring why 95% of small businesses fail and the ROI of reading Alex Hormozzi's book.
(0:22:09) - Power of Progress and Purpose Nick and I discuss core values, progress in health, wealth, happiness, impact, and relationships, and his 'Who, Why, How' framework for purpose and service.
(0:32:02) - Know Your Why Pop Test Nick Hutchison shares advice on progress, enough, and motivation to reach goals in health, wealth, mindset, and relationships.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Raphael Ramos, managing partner and co-founder of Eagle Summit Equity, graces us with his presence as he opens up about his journey from Hawaii to the East Coast, and finally to Southern California. This intriguing journey led to his introduction to the captivating world of real estate investing, and eventually, multifamily investing.
Rafael shares how mentorship programs played a crucial role in his journey and how he reinterpreted the best advice to carve his unique trajectory. Raphael lays bare his ambitious plans for the future including the expansion of his potential investor database, finalizing his website content, and the urgency of designing swift and efficient systems for reviewing deals. Drawing from his personal experiences, Rafael talks about the challenges of networking as an introvert and the strategies he uses to navigate these situations.
He emphasizes the importance of supportive relationships with family and close friends, and the value of staying authentic and having a clear vision for the future. For every budding entrepreneur out there, Raphael’s insights are an invaluable feast! So, get cozy and tune in to learn from his journey and perhaps, inspire your own.
RAPHAEL'S BIO: Raphael Ramos is the Managing Partner and Co-Founder at Eagle Summit Equity. He graduated from Hawai’i Pacific University with a finance degree and received his MBA from Hawai’i Pacific University. Raphael is a Real Estate Investor with a portfolio of 210 units as a Co-General Partner, Limited Partner and Private Investor.
Raphael is honored to be awarded the Division Director of the Year with Toastmasters International - District 49 (Hawaii) in 2018 and also holds a Life and Health License and the Certified Self Funding Specialist (CSFS) designation.
GET IN TOUCH WIH RAPHAEL:
https://eaglesummitequity.com
EPISODE CHAPTERS:
(0:00:01) - Real Estate Investing and Finding Freedom Rafael Ramos shares his journey from Hawaii to SoCal, his experience with multifamily investing, mentorships, networking events, and how he pushes himself to be more interactive.
(0:18:23) - Real Estate Goals and Motivation Rafael Ramos looks to build skills, network, review deals quickly, and increase investor database, with family and friends providing motivation and support.
(0:30:33) - Discovering the Why in Success Rafael Ramos shared his ambitious goals, advice for entrepreneurs, and the importance of staying true to oneself.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Ever wondered how adversity can shape your perspective on wealth and retirement? Our inspiring guest, Jeannette Robinson, director of investor relations for Blue Lake Capital and host of Blue Lake's Ready to Scale investing podcast, gives us a deep insight into her journey. Jeanette's life took a drastic turn when her 14-year-old daughter fell severely ill, forcing her to rethink her financial planning as a single mother with two disabled children. This crisis led her to a remote job opportunity with Blue Lake Capital, and thus, her career in real estate was born.
Jeannette's story goes beyond survival; it's a testament to the transformative power of real estate when it comes to building wealth. Juggling her career and responsibilities as a single parent to two disabled children, she was pushed to consider her retirement and how she could accumulate wealth to complement her children's income. Jeanette underscores the significance of taking immediate action to grow that wealth over time and elucidates why real estate is the juggernaut in achieving this objective.
In the final segment, Jeanette sheds light on the often overlooked yet crucial aspect of scaling a company - the company culture. She elaborates on how Ellie Perlman, CEO of Blue Lake, had the foresight to establish processes from the get-go. This decision has driven the company's expansion and underscores the necessity of finding the right people who align with the company's culture. Skills can be acquired, but cultural fit is paramount. She advocates for transparency about the company's culture and the flexibility to adapt processes. Jeanette's journey paints a vivid picture of resilience, giving you a renewed sense of purpose and motivation.
JEANNETTE'S BIO:
Jeannette is the Host of Blue Lake's REady2Scale investing podcast, as well as the Director of Investor Relations for Blue Lake Capital. Jeannette joined Blue Lake as its first employee, bringing with her an extensive background in technology startups, nonprofits and donor relations, as well as executive recruiting. Jeannette has powered through her impressive career track as a single mother of 4 children, against very hard odds: one of her children has a rare syndrome causing ongoing and permanent hearing loss, and another child lives with chronic illness due to autoimmune diseases. Utilizing the incredible power of a Mother's passion, Jeannette has helped grow Blue Lake to its success today and supported this growth in multiple roles over time, including Director of Marketing to now Investor Relations, and several other hats in between them all.
GET IN TOUCH WITH JEANNETTE:
Blue Lake Capital: www.bluelake-capital.com
LinkedIn: https://www.linkedin.com/in/jeannetterobinson/
EPISODE CHAPTERS:
(0:00:00) - Single Mother Overcomes Challenges, Finds Success Single mom Jeannette found a remote job with Blue Lake Capital, transitioning to a career in real estate, while supporting two disabled children.
(0:14:58) - Real Estate Wealth and Overcoming Challenges Faced with supporting two disabled children, I invested in real estate to build wealth for retirement.
(0:30:35) - Importance of Culture and Scaling Company Ellie's processes, finding the right people, culture fit, objectivity, and flexibility are discussed.
(0:43:54) - Uncovering the Why of Success Jeannette Robinson shares her experience of supporting two disabled children, processes for business success, challenges faced, and motivation tips.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
What if you had the power to seamlessly merge technology with real estate? Imagine being able to streamline the process of raising funds, document distributions, and attracting investors. Let's dive into a riveting conversation with Andy Crebar, who has done just that! The finance whiz and tech-savvy entrepreneur shares his journey from investment banking to launching his company, GP Flow, amidst the metropolitan hubbub of San Francisco.
With stories of his architect father stirring his interest in real estate, Andy paints the picture of how his past experiences have shaped his unique vision for the industry. GP Flow, Andy's brainchild, has revolutionized the real estate landscape by providing an integrated platform for GPs and fund managers. Ever wondered how lead magnets, website optimization, and CRM platforms could come together to create a single source of truth? Andy not only explains this in detail but also gives insights on how GP Flow lends a helping hand to GPs and sponsors, creating an easier and efficient fundraising process.
The conversation also digs into how GP Flow has made investor portals simple and trustworthy with automatic funding, and its integration with Dropbox for distributions. Last but not least, Andy decodes the enigmatic concept of tokenization within syndications and how GP Flow aids fund managers in this intricate process. From adopting a tokenization plan to getting investors to opt-in, he breaks down the steps involved, affirming how GP Flow streamlines the entire process. Speaking of long-term thinking for success, Andy's personal narrative reveals his deep-rooted motivation to provide for his family and how that has shaped his approach to work. So buckle up for this engaging talk that traverses the realms of real estate, technology, and personal motivation.
Andy's journey is indeed inspirational and packed with lessons for all!
ANDY'S BIO:
Andy is the CEO and co-founder of GP Flow which is on a mission to unlock the potential of real estate. He's spent his career working in fintech and real estate and lives in New York with his young family.
GET IN TOUCH WITH ANDDY:
www.gpflow.com
EPISODE CHAPTERS:
(0:00:00) - Real Estate and Technology Andy's journey from investment banking to tech entrepreneurship, real estate's impact on quality of life, and tech's role in the pandemic are discussed.
(0:06:26) - GP Flow GP Flow helps GPs and fund managers raise capital by integrating CRM platforms, optimizing websites, and providing support.
(0:09:53) - Integration and Ease in Investor Portals GP Flow streamlines distributions and subscriptions processes, offering wire, ACH, and digital currency funding options, integrating with CRM platforms and Dropbox to automate funding.
(0:16:46) - Tokenization and Digital Securities in Syndication Tokenization plan adoption, investor opt-in, and GP Flow streamlining the process to provide better investor experience.
(0:26:20) - Long-Term Thinking for Pursuing Success Andy provides for his family, is a basketball fan, and has improved his fitness with a hang bar routine.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Discover a world where financial education reigns supreme and product sales take a back seat, as we are joined by Bernard Reisz, CPA and chief education officer at Resurer Financial. Promise yourself a future where you are not just another number in the system, but an empowered individual making informed financial decisions.
Through our conversation with Bernard, we shatter the illusion of financial products masquerading as advice and shed light on the transformational power of real estate, an avenue often underexplored by Main Street America. Venture into the realm of retirement accounts with us as Bernard demystifies their true potential. Understand how your IRAs and 401ks can be your secret weapon in breaking into real estate, steering clear from the lottery-like mentality prevalent in the market.
Get ready to uncover the latent power of self-directed retirement accounts and the role financial institutions play in creating restrictions, urging you to assert control over your financial future.
Closing our enlightening chat with Bernard, we tackle the vital role of financial education and knowledge. Pledge to take control and ownership of your investments, while acknowledging the necessary due diligence. Explore the idea of giving back through one's vocation and access the plethora of resources offered by Resure Financial.
Finally, Bernard reveals a unique personal fact, teaching us a lesson in humility and commitment. Tune in, say goodbye to financial confusion and embrace the path to financial empowerment today.
BERNARD'S BIO:
Bernard Reisz CPA is Chief Education Officer at ReSure Financial, curating https://members.resurefinancial.com/ to help real estate investors understand how real estate title and tax tools - 1031 Exchange, Cost Segregation, 401k/IRA - can be used to turbocharge ROI and wealth growth. ReSure Financial caters to the tax needs of real estate investors, delivering Cost Segregation, 1031 Exchange, and SDIRA & 401k services.
ReSure takes an education first approach, so that investors maximize the benefits of real estate tax tools. As a financial nerd that's guested on countless financial, tax, real estate, and legal forums Bernard delivers straight-talk and unique insight on nearly every aspect of real estate tax topics, including life insurance, real estate professional tax status, asset protection, financial planning, business entity selection, S-Corp, C-Corp, partnerships, 1031 Exchange, 453 Installment Sales, UBIT, UBTI, UDFI and advanced tax mitigation strategies.
GET IN TOUCH WITH BERNARD:
https://www.resurefinancial.com/
https://members.resurefinancial.com/
EPISODE CHAPTERS:
(0:00:01) - The Importance of Financial Education Financial products, guidance, incentives, disincentives, and education are discussed to understand how real estate can transform financial profiles.
(0:12:30) - Financial Advisors and Self-Directed Retirement Accounts Retirement accounts can be used to leverage other people's money for real estate investments, emphasizing the importance of effort.
(0:16:20) - Retirement Accounts and Self-Directed Investing We examine 401k plans, non-discrimination testing, safe harbor plans, and financial institution restrictions to help those unable to access their money.
(0:33:31) - Education and Financial Knowledge Importance Access to education and knowledge is essential for informed financial decisions, taking control and ownership of investments, and understanding Bernard's mission.
(0:38:37) - Importance of Giving Back in Vocation We discuss how to give back through vocation, access services at Reshore Financial, and a unique personal fact.
(0:50:32) - Exploring the 'Why' Behind Success Retirement accounts, 401k plans, education, and knowledge are discussed for financial decision-making.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Ever wonder what it takes to maximize your potential for success? Join us as we sit down with Rory Tyer, an accomplished executive coach and leadership development guru, who enlightens us on his unique and effective coaching techniques that go beyond therapy, and focus on setting clear goals and fostering accountability.
Rory opens up about his life journey, starting from seminary to his current role, where he leverages his passion for coaching to create a meaningful impact on individuals and their personal development. Tackling the construction industry's unique challenges requires more than just technical expertise. Rory shares fascinating insights from his work with construction, manufacturing, and trade companies, discussing how the pandemic has impacted the workforce and the importance of skilled trades.
He talks about his work with these industries, helping them build sustainable teams, which is especially crucial in managing the multiple moving parts and client relationships during these unpredictable times. As we delve into the personal aspects of Rory's life, he reveals how his time in a band and the influence of music on his career has shaped his coaching approach.
The conversation wraps up on an empowering note. We discuss the power of understanding your 'why' and how self-awareness is the first step on your journey to reach your maximum potential. Tune in for a thought-provoking, information-packed episode that offers a fresh perspective on coaching, personal growth, and achieving your career goalsY
RORY'S BIO:
Rory Tyer is an executive coach and leadership development expert who helps business owners and their leaders get clear on what they want and achieve the growth they need to get there. He's currently a Director on the Accelerate team at HORNE, a professional services firm, primarily serving private construction, manufacturing, and trades companies in multi-faceted coaching and consulting. He's been married for nine years, has three daughters, and lives in Greenville, SC.
GET IN TOUCH WITH RORY:
www.rorytyer.com
www.HORNE.com/accelerate
www.twitter.com/rorytyer
www. linkedin.com/in/rorytyer
EPISODE CHAPTERS:
(0:00:01) - Coaching Role in Personal Development Rory journey from seminary to executive coaching and leadership development is discussed, exploring the effectiveness of coaching and its impact on reaching potential.
(0:11:04) - Duration and Accountability in Coaching Rory emphasizes goal-setting, self-awareness, building habits, and accountability for successful coaching.
(0:17:39) - Coaching vs Therapy in Construction Industry Rory coaches individuals to build clarity and goals, focusing on construction, manufacturing, and trade companies to become proactive problem solvers.
(0:30:52) - Skilled Trades in Construction Importance The construction industry faces challenges in finding quality personnel, with impacts of the pandemic, decline of trade schools, need for technology, and complexity of managing multiple parts.
(0:41:58) - Personal Growth and Coaching Evolution Rory shares his experience with music, self-awareness building, and advice on getting unstuck.
(0:48:44) - Power of Knowing Your "Why" - Podcast Rory shares his experience with leadership development, finding quality personnel in construction, and Dave Matthews' influence on his career, emphasizing the importance of understanding one's 'why'.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
We're excited to bring you an insightful conversation with remarkable entrepreneur and seasoned real estate investor, Joel Friedland. Known for his resilience, determination, and business acumen, Joel takes us back to his humble beginnings as a 14-year-old landscaper going door-to-door to his present-day venture in real estate syndication. Immerse yourself in his wisdom as he stresses the importance of good judgment, the power of apology, and the role of mentors in shaping his career path.
Buckle up as we navigate the turbulent terrain of real estate investing, with Joel guiding us through the market changes of the past four decades. Learn from his experiences to understand the significance of trust in successful investing and managing inherent risks effectively. Be prepared to be inspired as he candidly shares how being open to opportunities paved the path to his fortune.
In the final stretch of our conversation, Joel imparts profound lessons on learning from losses and harnessing the power of resilience in the face of adversity. He emphasizes the importance of a receptive mindset towards opportunities and his mission to enrich others with investment knowledge. To wrap it all up, Dr Jason Ballara engages with real estate investors and mindset specialists, dissecting the motivations that drive high achievers. This episode is a treasure trove of inspiration and practical tips for anyone looking to elevate their professional life. So, grab a notebook and get ready to glean some invaluable insights from our conversation with Joel Friedland!
JOEL'S BIO:
Joel's story is genuinely remarkable. He began his entrepreneurial journey at the age of 14, running a landscaping business where he convinced 70 families in one weekend to allow him to manage their landscaping, and hired 40 other high school and junior high students to manage the workload. Eventually, he started his own brokerage firm which grew to manage over twenty brokers.
Over the last 40 years, Joel has been involved in nearly 100 acquisitions, totaling around 3 million square feet, and has raised over $250 million in private capital. Today, he focuses on low-risk, cash-flow-centric investments and manages an industrial portfolio of 18 buildings.
Joel's experience and the lessons he's learned, especially during the Great Recession of 2008, provide a unique perspective on real estate investment. His shift towards conservative (all cash, no mortgage!) investments and a cash-flow-first approach is particularly relevant in today's market. His insights can resonate with your audience, especially those interested in real estate, finance, and prudent investment strategies.
GET IN TOUCH WITH JOEL:
www.britproperties.com
https://www.linkedin.com/company/11769890
EPISODE CHAPTERS:
(0:00:01) - Entrepreneur's Journey in Real Estate Syndication Joel recounts his journey as a successful entrepreneur and real estate investor, from starting a landscaping business at 14 to learning from his mentor Milt and becoming a syndicator.
(0:13:24) - Shy Kid to Business Owner I overcame shyness to become a successful entrepreneur and real estate investor, learning fundamentals of pitching and leveraging debt.
(0:20:36) - Investing in Real Estate and Volatility Joel emphasizes trust, risk mitigation, and caring deeply when investing in real estate.
(0:26:37) - Real Estate Investment Joel shares advice on building a successful business, real estate investing, having smart advisors, due diligence, vulnerability, and avoiding shame.
(0:35:34) - Real Estate Investment Structure and Strategy Joel emphasizes open opportunities, explains why flipping isn't always best, and shares a story of making a million and a half dollars.
(0:41:27) - The Importance of Learning From Losses Joel shares his journey of successful business and real estate investing, emphasizing open-mindedness, judgement, and learning from losses.
(0:55:00) - Power of Your Why Podcast Dr. Jason Ballara speaks to real estate investors and mindset specialists to motivate success and build life according to their own terms.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
We're going on a rich educational journey with Dr. Adam Gower, a seasoned professional in the realms of real estate and finance. With more than 30 years of experience under his belt, Dr. Gower charts his unconventional route into the industry, from knocking on doors in Southern California to becoming a successful real estate mogul. He also shares some intriguing insights into the evolution of real estate capital raising, painting a vivid picture of how the process has changed from the pre-internet days to the present digital era.
The conversation takes a fascinating turn when we examine the impacts of regulatory changes brought by the Jobs Act of 2012 and the Securities Act of 1933 on digital marketing in commercial real estate. These regulations, which were originally designed to stimulate market liquidity and provide access to cash for startups, had unexpected outcomes. Dr. Gower weighs in on these changes and their ripple effects on the industry, illuminating how his experiences raising capital in the 80s and 90s have been affected by this evolving landscape.
In the final stretch of our chat, we delve into the philosophical side of life and discuss the elusive pursuit of happiness. With reference to studies conducted by Lord Richard Layer, we explore the idea that our happiness level is often influenced by how we compare ourselves to others. This comparison can lead to a relentless cycle of desire for more. Our discussion extends to the importance of finding contentment in what we have and the impact of social media on our emotions. We also touch on understanding investment risk, the best strategies for investing during a downturn, and the importance of patience and diversification in investments.
So, tune in and embark on this enlightening journey with us and Dr. Gower. You'll surely come away with a wealth of knowledge and insights that will enrich both your real estate pursuits and overall life experience.
ADAM'S BIO:
Adam Gower Ph.D. is a 30+ year real estate veteran with over $1.5 billion of CRE investment and finance experience who today builds digital marketing systems for real estate professionals who want to raise equity capital online (aka ‘crowdfunding’) and he has taught over 4,500 individuals how to build wealth, preserve capital, and earn passive income from investing in real estate. He has over $7 billion of experience transacting distressed real estate for major institutions and banks. Find out more at GowerCrowd.com or run a simple Google search for ‘Adam Gower Crowdfunding’ to learn more.
GET IN TOUCH WITH ADAM:
Books:
https://learn.gowercrowd.com/the-reality/
https://hub.gowercrowd.com/syndicate/
https://www.linkedin.com/in/gowercrowd/
https://twitter.com/GowerCrowd
https://www.youtube.com/gowercrowd
https://www.facebook.com/GowerCrowd/
https://www.youtube.com/gowercrowd
EPISODE CHAPTERS:
(0:00:01) - Jobs Act and Real Estate Journey Adam Gower shares his journey from manual labor to success in real estate, investments, and finance.
(0:03:51) - Evolution of Real Estate Capital Raising Dr. Adam Gower shares his experience raising capital for multifamily deals, networking, private networking, and manually producing documents.
(0:20:12) - Real Estate Advertising and Regulatory Changes Regulations of the Jobs Act of 2012 and Securities Act of 1933 caused lack of liquidity and difficulty for startups to access capital.
(0:31:01) - Pursuing Happiness, Freedom From Choice Freedom of choice, soulmates, and taxation system's effect on happiness are discussed.
(0:38:38) - Finding Happiness and Understanding Investment Risk We discuss contentment, social media, asset classes, investing in downturns, and diversification.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARRY:
We're thrilled to share an episode that is bound to uplift and inspire as we sit down with the dynamic Deborah Razo. Imagine being in a serious car accident and using that experience as a launching pad to personal and financial freedom. That's exactly what Deborah did, trading in her entrepreneurial ventures to embark on a journey in real estate investment.
She opens up about the trials she faced and how she overcame them, revealing the importance of partnerships and team dynamics along the way. Strap in as we follow Deborah's inspiring transition from flipping single-family homes to owning three apartment complexes. She paints a vivid picture of her evolution, emphasizing the value of experienced guides and the right team to breathe life into your vision.
Along with her story, Deborah shares a resourceful book she found useful about maximizing high dollar activities to achieve financial independence. As we wrap our engaging conversation, Deborah reveals her shift towards empowering others and creating community through her brainchild, the Women's Real Estate Network.
With a passion for music and a heart for nurturing dreams, Deborah leaves us with invaluable insights for those eyeing the real estate field. From networking to education, and the power of taking action, she's a testament to the endless possibilities that await when you dare to dream. Connect with Deborah to start your own journey and make your mark in the world of real estate.
DEBORAH'S BIO:
Deborah Razo is a seasoned entrepreneur with over three decades of experience. She discovered her path to financial freedom in real estate investing after owning and partnering in various small businesses. Armed with a business degree and further education from UCLA, Deborah transitioned from her successful design firm to a thriving real estate rehabbing business.
With her strategic approach, she flipped properties for immediate gains in California and invested in other markets for long-term wealth. Deborah now manages a real estate portfolio exceeding $5 million. She's also a Tony Robbins Trainer, peak performance coach, and the visionary founder of the Women's Real Estate Network (WREN), empowering women in the real estate industry to excel. Her journey is an inspiration to all striving for personal and financial growth.
GET IN TOUCH WITH DEBORAH:
www.deborahrazo.com
EPISODE CHAPTERS: (0:00:00) - Overcoming Challenges for Personal, Professional Growth Deborah shares her journey of financial and time freedom, emphasizing the importance of mindset and the courage gained from a Tony Robbins event.
(0:10:29) - The Importance of Partnership in Entrepreneurship Deborah's journey to financial freedom was driven by tactical steps, partnerships, team building, and maximizing high dollar activities.
(0:17:43) - Entrepreneur Shifts and Real Estate Investments Deborah shares her journey of finding help to grow her business, focusing on her strengths, and relying on integrators.
(0:33:12) - The Importance of Knowing Your Why Deborah shares advice on real estate investing, her singing hobby, and connecting with her to empower others.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Join us for a captivating conversation with Tristan Petricca, a serial entrepreneur who has seamlessly navigated his way from the barstool to the boardroom. With a keen passion for helping others, Tristan takes us on a journey through his career - beginning with his first job as a bartender, his venture into the world of digital marketing and culminating in the creation of his own short-term rental business. Tristan's unique path led him to become a digital marketing expert without any formal education in the field.
He shares insightful anecdotes about the evolution of digital marketing, the power of networking within your industry, and the irreplaceable value of having a clear and compelling "why" in driving business growth. If you're looking for inspiration or practical advice on transitioning careers, making a name for yourself in a competitive field, or just want to hear an incredible success story, you won't want to miss this episode. Tristan's story is a testament to the idea that passion, focus, and determination can lead to success in any field.
He offers practical advice on how to stay focused on your goals, take calculated risks, and the importance of understanding and meeting the unique needs of your customers. We also delve into Tristan's thoughts on Gary Vaynerchuk's new book, "The $100 Million Leads", and his tips on how to stay focused and take calculated risks.
TRISTAN'S BIO:
Tristan Petricca is a serial entrepreneur based in Scottsdale, Arizona. He has always had a passion for helping others which fueled his desire for starting his first digital marketing agency to help small business owners achieve their goals. He then founded and grew another marketing agency to the multi-million dollar mark within the first 2 years of operating. In 2020, he started Sojourn Properties, a luxury short-term rental management company based in Scottsdale, AZ; working with investors and home owners to revolutionize the industry through technology and premium experiences.
GET IN TOUCH WITH TRISTAN:
https://www.sojournaz.com/
https://www.instagram.com/tristanpetricca/
https://www.facebook.com/tristan.petricca/
https://www.linkedin.com/in/tristanpetricca/
EPISODE CHAPTERS:
(0:00:01) - From Cold Calling to Digital Marketing Tristan shares his journey from bartending to digital marketing and creating a short-term rental business, despite no formal education.
(0:08:03) - Evolution of Digital Marketing and Rentals Tristan transitioned to digital marketing for short-term rental businesses, emphasizing website and Google ads, ranking #1 for Airbnb property management, and specializing in luxury short-term rental marketing.
(0:20:40) - Business Success Through Priority Focus Tristan emphasizes staying in one's lane, core values, and understanding customer needs to build a successful business model.
(0:26:07) - The Importance of Focus in Business Tristan shares his experience of streamlining processes, importance of marketing and media in short-term rental business, and thoughts on Gary Vaynerchuk's new book.
(0:37:27) - Coaching, Competing, and Pursuing Goals Tristan shares tips on transitioning to digital marketing, finding a mentor, staying focused, and taking a leap of faith.
(0:42:32) - The Power of Knowing Your Why Tristan emphasizes the importance of having a clear "why" to drive success, and how focusing on a single goal can help manage time and resources efficiently.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Do you ever wonder why some individuals seem to reach their maximum potential while others struggle to find their purpose? This episode might just have the key. We're honored to host Dr. Kelly Flanagan, a personal growth and relationship coach, who takes us through his journey from a clinical psychologist to a viral blogger, to an appearance on the Today Show. His story is a testament to the power of 'knowing your why,' a concept he passionately champions. Kelly's insights emphasize the importance of authenticity, emotional awareness, and managing our reactions in our quest to become more self-aware and emotionally balanced.
As a parent, do you ever feel overwhelmed by fears and expectations? We get real about this, digging into parenting's challenging aspects, examining how our anxieties and the messages we pass on to our children can shape their lives. Dr. Flanagan provides some thought-provoking perspectives on the necessity of supporting our kids in being themselves without making them feel like a disturbance. Furthermore, we look into how reclaiming our worthiness without doing can lead to profound healing and self-acceptance.
Finally, we dive headfirst into the power of emotional reactions and the practice of 'squishing.' Dr. Flanagan expertly guides us through the process of managing emotional reactions, advising us to move through them rather than suppress them, and respond from a place of deeper wisdom. We also explore the transformative power of opening our hearts, recognizing when we unknowingly shut them off, and finding ways to reintegrate all aspects of ourselves. This episode is an enlightening journey into self-discovery, authenticity, and the importance of embracing our true selves. Join us as we uncover these profound insights and more with Dr. Kelly Flanagan.
DR.KELLY'S BIO:
Dr. Kelly Flanagan is an author, speaker, personal growth and relationship coach, and licensed clinical psychologist. He blogs regularly at drkellyflanagan.com, his writing has been featured in Reader's Digest, Huffington Post, and The 5 Love Languages, and he has appeared on the TODAY Show with his daughter. Kelly is the author of two non-fiction books, Loveable: Embracing What Is Truest About You, So You Can Truly Embrace Your Life and True Companions: A Book for Everyone About the Relationships That See Us Through, both of which debuted as a #1 New Release in Interpersonal Relations on Amazon. His first novel, The Unhiding of Elijah Campbell, was released in October 2022 and made the ECPA Bestseller List. Kelly is married to another clinical psychologist named Kelly, and they have three children who are nineteen, fifteen, and thirteen years old. They live in a small town outside of Chicago.
GET IN TTOUCH WITTH DR.KELLY:
https://drkellyflanagan.com/
https://drkellyflanagan.com/virtual-author-event/
https://drkellyflanagan.substack.com/
https://www.instagram.com/drkellyflanagan/
https://www.facebook.com/drkellyflanagan
https://www.linkedin.com/in/drkellyflanagan/
EPISODE CHAPTERS:
(0:00:00) - The Importance of Knowing Your Why Dr. Kelly Flanagan shares his journey to reach his potential, discussing why knowing your why is essential and how to feel enough, belong, and have a purpose.
(0:12:42) - Embracing Authenticity and Overcoming Parental Pressure Worthiness, expectations of parenthood, and accomplishments are discussed to reclaim worthiness without doing.
(0:24:04) - Parenting, Self-Acceptance, and Emotional Awareness Managing anxieties, supporting kids to be themselves, and moment to moment awareness to manage emotions.
(0:31:43) - Transformative Power of Opening the Heart We examine how to open our hearts, stay with emotions, and manage anxieties as parents.
(0:39:27) - Techniques for Managing Emotional Reactions Recognizing threats, handling emotions, responding wisely, and moving through challenging emotions.
(0:45:08) - Embracing and Integrating Our True Selves We examine squishing and how to make mindful decisions consistent with our values.
(0:49:03) - The Power of Knowing Your 'Why Dr. Jason Ballara explores the power of knowing your why, worthiness, anxieties, protecting oneself, and 'squishing'.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
What if you could turn adversity into an opportunity to make a difference? Join us as we sit down with renowned Mental Health Comedian and Suicide Prevention Speaker, Frank King. He shares his inspiring journey of finding purpose after a life-altering Chapter 7 bankruptcy. From making his teacher laugh in fourth grade, to hitting the road for 2,629 nights in a row with his wife, to using comedy as a tool for suicide prevention, Frank's story is a testament to resilience.
We also explore the particular pressures faced by veterinarians and dentists, focusing on the physical and mental strain these professions can induce. Frank gives insight into the unique challenges faced by women in these fields and the importance of pet insurance in alleviating financial burdens. Moreover, we delve into the vital signs of depression, offering guidance on how to support someone who is struggling and how to initiate a conversation around suicide.
Lastly, we tackle the pervasive issue of cyberbullying and the effects of digital media on mental health, particularly amongst youth. Sharing personal experiences, Frank highlights the potency of anonymity in fostering a hostile online environment. Additionally, we chat with a bodybuilding enthusiast about the importance of a hobby separate from work and its mental health benefits. To wrap up, Dr. Jason Ballara joins us to emphasize the significance of defining your 'why' and living life on your own terms, showcasing inspiring stories from real estate investors and mindset specialists. Tune in for an enlightening, inspiring, and empowering conversation.
FRANK'S BIO:
Frank King is an exceptional Suicide Prevention Speaker and Trainer who brings a unique blend of talents to your event. With a remarkable track record as a 7-times TEDx Talker on Mental Health, he combines his expertise with a background in clean, clever stand-up comedy. However, what sets Frank apart is his personal journey as a warrior in a lifelong battle with depression and thoughts of suicide. This firsthand experience adds depth and authenticity to his presentations, making them not only content-packed but also eminently listenable.
GET IN TOUCH WITH FRANK:
http://www.MentalHealthComedian.com
http://www.GetPaid4Speaking.com
http://www.facebook.com/thementalhealthcomedian
http://www.instagram.com/mentalhealthcomedian
http://www.twitter.com/theMHcomedian
https://www.youtube.com/thementalhealthcomedian
https://www.linkedin.com/in/frankkingthemhcomedian
EPISODE CHAPTERS:
(0:00:00) - Suicide Prevention and Finding Your Why Frank King shares his story of finding his why after bankruptcy, discussing suicide prevention, and his early days of comedy.
(0:03:35) - Journey From Comedy to Suicide Prevention A comedian found courage to pursue dreams, use comedy to prevent suicide, and break Bill Gates' record for most TEDx talks on mental health.
(0:11:24) - Veterinary Medicine Veterinarians and dentists face financial, physical and mental strain, with female practitioners taking on additional duties; pet insurance can help ease the burden.
(0:20:42) - Understanding and Responding to Depression We discuss support for depression, starting conversations around suicide, and providing help for those at risk.
(0:29:09) - Suicide, Mental Health, and Cyberbullying Suicide, helping young people in crisis, pandemic statistics, and professional school competition are discussed.
(0:39:10) - Cyberbullying and Digital Media Impact We discuss cyberbullying's effects, problem solving for children, dangers of social media, power of anonymity, and personal experiences.
(0:52:05) - Mental Health Advocacy & Bodybuilding Power Guest discusses self care plan, bodybuilding benefits, funny first date story, and competing in bodybuilding contest.
(1:03:26) - The Importance of Knowing Your Why Discover the power of having a "why" to reach goals, with inspiring stories of real estate investors and mindset specialists.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Curious about how to turn a 700 square foot mobile home into a modern, spacious 2000 square foot abode? Tune in to this fascinating episode as we chat with Franco Perez, a trailblazer in affordable housing. Raised in an immigrant family from the Philippines, Franco was compelled, at a young age, to drop out of school and work two jobs to support his family. This sparked a burning passion in him to provide a solution for middle-class families who struggle to afford real estate in the current market.
You'll be riveted as Franco unveils his unique approach to transforming old mobile homes into stylish, modern houses. Facing skepticism initially, Franco's innovative business model is now wowing park owners and residents alike, who are keen on upgrading their old units. But his story goes beyond simply creating affordable housing. Franco's journey reveals essential insights into wealth building, financial freedom, and the importance of understanding one's net worth.
Get ready to be inspired by Franco's determination to bring about change in the world, one mobile home at a time. We also delve into his passion for videography and how it's become a key marketing tool for his projects. His inspiring journey, from struggle to success and his drive to give back to his community, is a story that's sure to motivate you. So, hit play and be a part of Franco Perez's revolutionary mission to create affordable housing.
FRANCO’S BIO:
Having grown up in a family with an unstable housing situation, Franco is on a mission to create affordable housing in Silicon Valley. He discovered that the Bay Area’s mobile home parks offer an abundance of underused land with great growth potential. After years of dedication to his vision, Franco has established a devoted team of like-minded individuals who believe that their positive impact equals success. Inspired to reimagine mobile homes and expand affordable housing opportunities across the Bay Area, Franco's talented team strives to unlock the pathway to homeownership and help families establish financial security where it might otherwise seem impossible especially in this time of pandemic.
Beyond his drive to develop cost-effective housing, Franco also enjoys videography, showcasing some of his favourite local restaurants and local small businesses, and promoting San Jose’s unique culture to the world.
GET IN TOUCH WITH FRANCO:
https://www.facebook.com/francoperezhomes
https://www.instagram.com/francosiliconvalley/
https://www.linkedin.com/in/francotv/
https://beacons.ai/franco.tv
EPISODE CHAPTERS:
(0:00:00) - Creating Affordable Housing in Silicon Valley Franco Perez converted old mobile homes into modern, affordable housing to help middle-class families in Silicon Valley.
(0:12:57) - Create Impact and Take Action, Real Estate Franco Perez studied wealth building and net worth to create affordable housing for families in Silicon Valley.
(0:23:27) - Understanding the Potential of Mobile Homes Cost of housing in Silicon Valley, mobile home transformation, amenities, stigma, fostering community discussed.
(0:39:42) - Advice for Starting a Successful Business Franco Perez's passion for videography is discussed, emphasizing resourcefulness and passion for projects, with completed housing projects available online.
(0:43:59) - Discovering Your Why Franco Perez shares his journey to build affordable housing in Silicon Valley, his family's financial struggles, and how videography has been a powerful tool.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.co
EPISODE SUMMARY:
Ever wondered how you can create long-term wealth through real estate investing? Strap in as we talk strategy and opportunities with army special operations veteran turned real estate investor, Eric Upchurch. Eric will blow your mind as he reveals the twists and turns of his journey, from his humble Midwest roots to multifamily units, storage, mobile home parks, and student housing.
Hang tight as he spills the beans on his investment tactics from purchasing a fourplex with a VA loan to house hacking. Eric offers a no-holds-barred look into his journey as a limited partner and explains how his experience, including investing in a fourplex in Bakersfield in 2008, shaped his real estate approach. Eric underscores the importance of education and understanding the resources available to you.
But prepare yourselves, because this conversation isn't just about real estate investing. We wrap up with Eric opening up about his mission and purpose, urging listeners to discover their own passions and find happiness in giving back. He hammers home the importance of taking action, learning, networking, and adding value to others. So get ready for a conversation that's not just about real estate, but about unlocking your potential and finding your "why". Your journey to success starts now with Eric Upchurch.
ERIC'S BIO:
Eric Upchurch is an Army Special Operations veteran who has a passion for educating the military community on how to create long term wealth through real estate investing. He has invested in thousands of multifamily, storage, mobile home park and student housing units as a General Partner over the last decade with involvement in sourcing, capital raise, risk capital, asset management, investor relations and as Key Principal. While serving our nation, Eric completed 5 combat deployments, and earned a Master’s Degree in Aeronautical Science while managing a 27-man squad, deployed around the globe.
Eric now serves as Co-Founder of Active Duty Passive Income (ADPI) and is a Senior Advisor with ADPI Capital.
Eric resides in California with his wife of 18 years and two boys.
GET IN TOUCH WITH ERIC:
www.activedutypassiveincome.com
www.ericupchurch.com
EPISODE CHAPTERS:
(0:00:01) - Building Wealth Through Real Estate Investing Eric shares his story of investing in real estate, educating the military community on wealth creation, and his journey to discovering his passion.
(0:12:48) - Real Estate Investment Strategies and Scaling Eric shares his journey of investing in a fourplex and house hacking, educating himself on resources and investing passively.
(0:17:55) - Real Estate Investing Mindset and Opportunities Eric Upchurch shares his journey of discovering real estate investing, emphasizing the importance of mindset and action, and the potential rewards of taking risks.
(0:24:16) - Networks and Action in Real Estate Eric Upchurch purchased a fourplex with a VA loan, connecting people to build a 72-bed student housing deal, and demonstrating the power of taking action in the multifamily industry.
(0:38:09) - Finding Purpose and Giving Back Eric Upchurch, a veteran and real estate investor, shares his journey of discovering his mission and encourages listeners to explore their passions and volunteer.
(0:45:08) - The Importance of Taking Action Eric shares his story of investing in real estate, emphasizing learning, networking, adding value, and taking action.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Sometimes life throws us into a crossroads where we must decide between staying comfortable or taking a leap towards the extraordinary. That’s exactly what happened to our guests, Powell Chee and Won Yang—two inspiring individuals who found themselves juggling corporate jobs and growing real estate investments. Their life-altering decision led them on a remarkable journey from running a clothing business to leading a thriving real estate partnership.
Their stories remind us that life and business are constantly evolving. Among other fascinating topics, they share their decision to transition from multifamily properties to self-storage investments in 2020, viewing themselves as deal hunters rather than just a self-storage group. Amidst the pandemic, they adapted, looking for the best deals and embracing new technologies. They also dive into their various exit strategies for their self-storage properties and how they aim to exceed their investors' expectations by over-delivering.
But their journey is not just about financial success—it’s about living an extraordinary life. They envision a future that brings financial, time, and space freedom, and being a source of blessing and providing opportunities for their families. They’ve learned that knowing your 'why' is vital in shaping your journey. So, whether you’re a seasoned investor or just starting out, this episode is a compelling exploration of ambition, adaptability, and finding your purpose in the world of real estate. Join us as Powell Chee and Won Yang unravel their inspiring real estate journey and the value of having a clear 'why'.
POWELL CHEE AND WON YANG'S BIO:
Powell Chee: Lives in SoCal Coached Football for 18 years: 6 years at college level Corporate Sales background, retired July '22 RE Investor: SFR, MF, Self Storage Loves beach volleyball Achievement: started a fire with 2 sticks. Took 4.5 hours.
Won Yang: Born in South Korea Grew up in Argentina Served in US Army Formerly business owner in fashion industry REI investor: SF, MF, Self Storage
GET IN TOUCH WITH THE GUESTS!
https://www.youtube.com/@powellchee
instagram.com/powell.chee/
invest@radiantstorage.com
EPISODE CHAPTERS:
(0:00:00) - Real Estate Investing and Partnership Journey Paol and Juan share their real estate journeys, making the decision to invest instead of a corporate job, owning multi-family and self-storage properties, and Juan's retirement.
(0:11:51) - Clothing Business to Real Estate Transition Paol Chi and Juan Yang found financial freedom through real estate investments, networking and partnerships.
(0:23:08) - Transition to Self-Storage and Unmanned Operations Paol Chi and Juan Yang transitioned to self-storage investments in 2020, considering location, team, returns, business plan, asset class, and COVID-19 impacts.
(0:31:36) - Commercial Real Estate Exit Strategies Paol Chi and Juan Yang plan to build a brand, consider portfolio sales, refinance, and hold long-term to exceed investor expectations.
(0:37:04) - Pursuing an Extraordinary Life and Success Paol and Juan plan for an extraordinary life with freedom, blessing and opportunities for their families.
(0:46:58) - Knowing Your Why Paol Chi and Juan Yang share their "why" and multifamily to self-storage transition, exit strategies, and future plans.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
What if a simple conversation could change your life? That's exactly what happened to our guest, Ray Woods, who shares his inspiring journey from the corporate world to a successful venture in real estate investing, all sparked by a chance encounter with a stranger. Join us as Ray details his transition, underlining the essence of financial literacy and the strength that lies in discussing aspirations with others.
Imagine having to balance the challenges of real estate investing with the need for financial stability. Ray emphasizes the often-overlooked benefits of a regular W2 job and how patience, not a get-rich-quick mindset, paved the path to his real estate success. He also shares his Airbnb experiences, demonstrating how he used the platform to free himself from debt and generate capital. Do you have the resilience to keep going even when times get tough?
Finally, Ray offers invaluable advice for budding real estate investors, highlighting not just the importance of a solid financial base and a concrete plan, but also the indispensable role of hard work and determination. We delve into the significance of collaboration in the industry and the power of a clear purpose. Discover how Ray found his 'Why', and how this has been instrumental to his success. Tune in to this episode that's packed with motivation, financial wisdom, and practical advice that can help steer your own journey towards real estate triumph.
RAY'S BIO:
Ray Woods, originally from Mississippi and now a resident of Georgia since 2016, had a transformative 2020:
He achieved six figures in his real estate career, showcasing his dedication and success.
Ray also made significant improvements to his mother's health, demonstrating his strong family values.
His adventurous spirit led him to fulfill a dream of traveling to a European country, embracing new experiences and cultures.
GET IN TOUCH WITH RAY:
www.instagram.com/realestatewithrayy/
www.facebook.com/officialraywoods
www.linkedin.com/in/williamraymondwoods/
EPISODE CHAPTERS:
(0:00:00) - Real Estate Journey and Financial Education Ray Woods shares his journey of transitioning from corporate America to real estate, discussing goals, aspirations, money, and budgeting.
(0:14:00) - Real Estate Challenges and Finding Balance Ray Woods shares his journey in real estate, emphasizing the value of a W2 job and the patience needed for success, and his experience with Airbnb to pay off debt.
(0:26:13) - Real Estate Investing and Finding Role Partnering with people to build a portfolio, collaboration in real estate, roles and people involved, finding the right partners, and working together are essential for large real estate investments.
(0:36:33) - Getting Started in Real Estate Advice Ray Woods advises on financial stability, capital and skills acquisition, and leveraging time to succeed.
(0:41:17) - Discovering Your Why Ray shares his journey into real estate, emphasizing financial stability, time management, partnering, and a determined mindset.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Have you ever wondered how the principles of medicine can cross-apply to the real estate world? Dr. Sanjay Sharma, a seasoned real estate investor and full-time hematologist oncologist, joins us to share his fascinating journey and insights. From his intense medical training in the hustle and bustle of New York City to his fruitful medical practice in tranquil Orange County, Dr. Sharma explores the parallels between these two disparate yet interconnected worlds.
Our conversation takes a deep dive into the exciting realm of real estate syndication. Even if you have a small budget or are new to this field, Dr. Sharma sheds light on how syndication can be your path to participate in the real estate market. He emphasizes the importance of having a trustworthy sponsor and a multi-disciplinary team, underscoring the critical role of trust in successful investing. But what fuels Dr. Sharma's commitment to both his medical profession and real estate investing?
We wrap up our discussion exploring the evolution of his 'why', influenced by his grandfather, who fought for freedom alongside Mahatma Gandhi. His profound advice for budding real estate investors is as inspiring as it is practical: take action and learn from your mistakes. This episode is a treasure trove of inspiration and knowledge for both newcomers and seasoned investors. Tune in!
DR. SANJAY'S BIO:
Dr. Sanjay Sharma, a real estate professional and visionary investor making waves in the LA and Southeast multifamily market. With a proven track record as an investor, capital raiser, and syndicator, he has brought remarkable returns to physician and high net worth executive investors, paving their path towards financial, geographical, temporal, vital, and mindset freedoms. But there's more to Dr. Sharma than meets the eye. As a practicing physician specializing in hematology and oncology, he possesses a unique perspective, borne out of firsthand experience in understanding the needs of fellow doctors.
Before his medical journey, Dr. Sharma honed his skills as an epidemiologist, focusing on public health and safety. After completing medical school at the prestigious Medical College of Virginia in 1999, he embarked on a remarkable path. He pursued an internal medicine program at Washington University in St. Louis, which ultimately led to a fellowship in hematology and oncology at Mount Sinai in NYC.
Along the way, he found the love of his life and settled in Southern California, where they are raising their two amazing children. Driven by a passion for education, Dr. Sharma founded an oncology medical education company, sharing cutting-edge treatment opportunities with countless oncologists. Additionally, he is a sought-after national public speaker, captivating audiences with his expertise and captivating presence. Dr. Sanjay Sharma—trailblazer in real estate, physician, and educator—continues to make a profound impact, empowering investors and transforming lives along the way. Prepare to be inspired by his exceptional journey and unwavering dedication to his profession.
GET IN TOUCH WITH DR.SANJAY:
Linkedin: Sanjay Sharma MD
Instagram: @hemeonclive
Tiktok: @hemeonclive
EPISODE CHAPTERS:
(0:00:00) - Commitment and Investments in Real Estate Dr Sanjay Sharma discussed the dedication and rigor of becoming a medical specialist, the importance of knowing one's why, and physician moral injury and burnout.
(0:12:56) - Doctor Investing in Real Estate Syndications Syndication enables investors to align money with goals, while multi-disciplinary teams and trust are essential for successful investing.
(0:27:34) - Personal Growth and Evolving Why Dr. Sharma discussed the importance of a strong 'why', personal growth, and shared a personal insight.
(0:33:12) - Real Estate Inspiration and Advice Dr. Sanjay Sharma shares advice on real estate, emphasizing action and learning from mistakes, inspired by his grandfather's legacy as a freedom fighter.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
This episode is brimming with the incredible journey of Will Matheson, a successful entrepreneur who, alongside his brother, transformed a deep-rooted passion for real estate into a thriving business. Join us as we explore the rise of Matheson Capital from its humble beginnings in 2017, to a business that now boasts over 100 million dollars of assets under management.
We commence with Will's tale that starts from his minimum wage broker days in Los Angeles, navigating challenges such as emergency rent control. We then fast forward to the present day, where we dissect the unique short-term investment strategy that Will and his brother employ, and how this approach has propelled their growth.
Discover how they adapt to shifts in the market by predicting the future, ensuring they stay one step ahead. The episode also uncovers the current real estate market, highlighting factors leading to decreased pricing. Emphasizing the importance of flexibility in a debt structure, we discuss whether to opt for higher interest rates or agency loans.
Finally, we conclude with Will's insights on professional property management's critical role in a property's success. Don't miss out on this engaging episode filled with valuable insights and practical advice from a seasoned entrepreneur.
WILL'S BIO:
At the end of 2017, Will Matheson and his twin brother Evan were a few months away from graduating Columbia University’s Masters in Real Estate Development program, and they were faced with a choice; go the traditional corporate route or start their own company. Despite having no track record, no ownership experience, and very little equity, they bet on themselves and opted to start their own company, Matheson Capital. By January of 2018, they had already completed their first acquisition, an $800k duplex in Los Angeles.
With limited resources, Matheson Capital focused on smaller value-add properties and short-term holds. In the five years since their first purchase, they have completed another dozen multifamily / student housing acquisitions valued at over $100 million. They have worked with high net worth investors, family offices, private equity groups, and Wall Street firms, delivering an average investor IRR of 40% on their six completed projects. Despite changes in the market, Matheson Capital is continuing to push forward with the goal of owning $1 billion of real estate by 2027. Outside of real estate, Will is learning to fly a plane, and he also serves as a board member for Lowcountry Veterans, a homeless veterans shelter located in Charleston, SC.
GET IN TOUCH WITH WILL:
https://www.linkedin.com/in/wlmatheson/
EPISODE CHAPTERS:
(0:00:00) - Capital Raising Strategies in Real Estate Will and his brother built a real estate business to over $100M, investing in LA and facing rent control challenges.
(0:11:04) - Short-Term Investment Strategy and Market Outlook Will and his brother built a successful real estate business, using strategies such as shorter hold periods and predicting the market.
(0:17:11) - Buying Real Estate in Current Market Flexible debt structure, bank/agency loans, and decreased pricing factors discussed.
(0:28:00) - Capital and Management in Real Estate Will discusses the importance of professional property management and reaching one's maximum potential.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY:
Discover the fascinating journey of Deven Wohlwend, who started investing in Legos at the tender age of five. Deven's story takes us from his earliest lessons in investing, sparked by an unexpected suggestion from his father, through his trials and tribulations in Lego investing. His early lessons around understanding 'why' became a crucial aspect of his success and led him to become a real estate investor by the age of seven. You'll be captivated by his ingenuity and determination, proving that age is just a number when it comes to investing.
Listen in as we explore Deven's remarkable venture into real estate investing, negotiating deals with sellers and turning flippers' properties into profitable investments. This conversation highlights the significance of mentorship and solving problems for people, not just in real estate but also in life. We'll also explore how millionaires and billionaires solve bigger problems than the average person and the importance of aligning your investments with your passions and expertise.
DEVEN'S BIO:
Deven found a way to invest in what he knew when he was only 5 years old. By the time he was 7, he started a company and started purchasing real estate. Within 3 years, he had bought 20% of a 60-unit complex. At 11 years old, he published his first book: If I Can Do It, So Can You! Last year, he published his second book, The Garage, with Mark Victor Hansen. He currently runs a group for teens & young adults called Millionaires in Training.
GET IN TOOUCH WITH DEVEN:
www.ClearSkyTrainer.com
EPISODE CHAPTERS:
(0:00:00) - Investing in Legos Deven invested in Legos, learning from mistakes and applying lessons to futures investments; importance of acting quickly emphasized.
(0:09:17) - Real Estate Investing Journey and Strategy Deven invested in real estate at seven, negotiating a great deal, highlighting mentorship and problem-solving for profit.
(0:17:51) - The Power of Real Estate Investing Deven shares strategies for financial freedom, his books, and his online group to help young people succeed in business and real estate.
(0:24:29) - Driving Towards Success Deven teaches financial education to make the world better, learned from his parents' Cash Flow game, and encourages learning and taking action.
(0:31:17) - The Importance of Knowing Your Why Deven shares his journey to financial freedom, discussing his parents' investing lessons, his first house, and his transition to teaching financial education.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
EPISODE SUMMARY : Looking for the key to unlock financial and time freedom? How about learning to grow wealth that lasts for generations? Buckle up for an enthralling conversation with the seasoned real estate investor, Eric Wohlwend, who's been in the game for over two decades, repositioning over a thousand units. Eric shares the nuts and bolts of his successful journey, the importance of knowing your 'why', and how he passes down his wealth of knowledge to the next generation.
Juggling between a successful business and a balanced family life might seem like a daunting task, but not for Eric Wohlwend! Eric's secret lies in controlling his time and using his strategies to build sustainable wealth. He gives us a sneak peek into his long-term vision of creating a wealth fund that'll survive for five generations and how his kids have been instrumental in his journey right from the day they were born. We delve into the intriguing world of wealth building using tax-free money and how his children benefit from this strategy.
Teaching investing concepts to a five-year-old using Legos might seem far-fetched, but Eric Wohlwend has done it. This episode takes a deep dive into how he nurtures the work ethic and creativity of his children, teaching them about investing and making them a part of his real estate business. Listen in as we discuss the importance of fostering the right habits in children and how discovering your 'why' can help you reach your maximum potential. You surely don't want to miss the wisdom and practical tips packed in this episode!
ERIC'S BIO :
Eric has been a full-time Real Estate Investor for over 2 decades. He has repositioned over a thousand units including single & multi-family residential properties as well as multiple types of commercial properties. He still controls hundreds of these. Eric has written multiple #1 Best-selling books including “Family Success Triangle.” Using what he teaches, both of his kids started buying real estate when they were seven years old without any money or credit from their parents.
Both of his sons have purchased enough assets to be financially free before they were old enough to drive. The family continues to invest & travel North America speaking, learning and growing together. Now they focus on teaching others to integrate their business, family & investing so they have more freedom. Their goal is for everyone to have financial, time & location freedom.
GET IN TOUCH WITH ERIC :
www.ClearSkyTrainer.com
https://www.youtube.com/@realpowerfamily EPISODE CHAPTERS :
(0:00:01) - Real Estate Financial and Time Freedom Eric shares his story and wisdom to help others achieve success, freedom, and knowledge-sharing.
(0:13:39) - Value of Time and Wealth Building Eric has managed to balance work and family while growing a successful real estate business, taking advantage of arbitrage and creating a sustainable wealth fund for five generations.
(0:19:42) - Real Estate Investing With Kids Eric balances work and family life, invests tax-free money, and shares his son's experience buying a truck.
(0:23:58) - Real Estate Investing and Family Involvement Eric balanced work and family life as a real estate investor, teaching his children to invest and hosting weekly dinners to teach others.
(0:28:50) - Teaching Kids Real Estate and Balance Eric successfully balances work and family life as a real estate investor, teaching his children project management and timeline skills, and emphasizing the fun parts and benefits of investing.
(0:40:41) - Teaching and Inspiring Children in Business Eric balances work and family life, teaching his children the benefits of hard work and efficiency, and fostering their creativity.
(0:46:07) - Teaching Kids Financial Skills Through Legos Eric taught his five year old son investing basics, such as buying low and selling high, and the importance of partnerships.
(0:55:59) - Discovering Your Why Eric teaches his son investing basics and balances work and family life, exposing his children to real estate early on.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Meet Travis Baucom, an incredible real estate investor and coach who has found an innovative niche in the self-storage sector. His journey from traditional real estate practices to this fascinating alternative is nothing short of inspiring. Travis provides a candid glimpse into how he moved away from the headaches of rental properties and began exploring the world of self-storage investments, a domain that he believes is the easiest and lowest defaulting asset class. His stories from flipping over 400 houses from 2015 to 2018 offer invaluable insights for anyone in the real estate space.
In the second segment of our talk, Travis shares his wealth of knowledge on the smooth management of self-storage facilities, a process he has brilliantly streamlined with the aid of modern technology. He delves into the advantages of the syndication model and the benefits of non-judicial eviction, both vital to mastering this side of the business. This conversation is a treasure trove of information for anyone seeking to shift from conventional real estate models to more innovative and lucrative systems.
But Travis's journey doesn't stop at real estate. He is also passionate about education, and he shares his thoughts on the importance of business and entrepreneurship in the school curriculum. His dream of starting a school based on entrepreneurship and STEM education is inspiring and reinforces the importance of knowing your “why.” So, join us in this enlightening chat with Travis Baucom as he motivates us to take decisive steps in our own real estate journeys. You'll walk away with a wealth of knowledge and a spark to ignite your own “why.”
TRAVIS BIO:
Travis Baucom is the founder and CEO of Balcomie Capital. He is the director of the overall investment strategy, asset acquisitions, and business development activities for BC. Mr. Baucom personally selects all key investment markets and asset classes in order to meet the goals of his investors. He brings to the company over 10 years of investing experience and asset development.
He started his journey in the private markets in August 2012 and has been directly involved in the acquisition or development, repositioning, disposition, asset management, and strategic planning with over $55million in AUM. Prior to Balcomie Capital, Travis was CEO of the largest privately owned distressed house buying company in the State of Texas, Texas Trust Home Buyers. Buying over 400 single family homes within a 5 year period.
He developed and implemented the company’s strategy along with directing the asset acquisition and management of those assets. Travis and his wife, Kristina, founded a private school focused on entrepreneurship, emotional awareness, and a strong emphasis on STEAM curriculum.
Travis is part of the fightin’ Texas Aggie class of ‘07, enjoys the outdoors with his 4 kids, and is a large supporter and advocate of the foster system of Texas.
GET IN TOUCH WITH TRAVIS:
https://balcomiecapital.com/founder/
EPISODE CHAPTERS:
(0:00:00) - Transition to Self-Storage Real Estate Travis Baucom shares his journey from flipping houses to investing in self-storage, discussing the benefits of the lowest defaulting asset class.
(0:09:00) - Transitioning From Rental Housing to Self-Storage Travis transitioned from owning 72 rentals to self-storage, utilizing software and automated payments, with minimal maintenance and non-judicial eviction.
(0:15:46) - Managing Self-Storage Facilities and Syndication Travis uses QR codes, fractional facilities managers, and syndication to manage self-storage investments without onsite staff.
(0:27:09) - Starting a School/Real Estate Start-Ups Travis shares his experience starting a school based on entrepreneurship and STEM education, emphasizing the importance of business and entrepreneurship education for young people.
(0:31:17) - The Importance of Knowing Your Why Travis shares his journey from owning 72 rentals to self-storage, using technology to manage investments, and starting a school based on entrepreneurship and STEM education.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Have you ever dreamed about making a major transition into the prosperous world of multifamily real estate investing? Prepare yourself to get a taste of that reality in our enriching conversation with James Kandasamy, an award-winning multifamily operator, developer, and industry thought leader. Originally from Malaysia, James shares his enthralling journey that led him to the US and subsequently into successfully shifting from single-family to multifamily real estate investing.
James has managed to carve a niche by focusing on value-add and deep value-add multifamily investments as they tend to be more lucrative than single-family units. With a streak of determination and an appetite for challenging the "deeper, difficult stuff", he reveals his impressive strategy that allowed him to independently raise a staggering 80 million dollars. His insights on the real estate market trends are invaluable, especially about variable and fixed rate loans and how they are impacting the industry.
In this episode, we also explore James's passion for creating generality wealth through passive investing and his commendable commitment to philanthropy. His meticulously crafted approach to property management and growth is a lesson for all budding as well as experienced investors. James's story is a testament to hard work and perseverance. So, tune in to this power-packed conversation and let yourself be inspired by James's journey and his insights into the multifamily real estate market.
JAMES'S BIO:
James is an award-winning multifamily operator, developer, industry thought leader, and CEO of Achieve Investment Group. He has authored two best-selling books “Passive Investing In Commercial Real Estate” and “Smarter Doctors - You Work Hard, Make Your Money Work Harder!”. He’s also the host of a popular Achieve Wealth podcast.
To date, James has identified, underwritten, and overseen the acquisition process of over $517M of quality multifamily investments (19 Assets), and still growing. He has also led passive investors to an average IRR of more than 20% in past deals. His creative and dynamic multifamily management strategies led to the creation of 6 passive investor millionaires in 2022.
GET IN TOUCH WITH JAMES:
www.achieveinvestmentgroup.com
www.passiveinvestinginrealestate.com
EPISODE CHAPTERS:
(0:00:00) - Scaling Multifamily Real Estate for Success James Kandasamy shares his journey from Malaysia to the US, and how he successfully transitioned from single-family to multifamily real estate investing, achieving an average IRR of greater than 20%.
(0:13:14) - Investing in Commercial Real Estate James Kandasamy shares his journey, stresses importance of difficult work, articulating truth for investments, and his slow and steady approach to growth.
(0:19:45) - Real Estate Market Trends and Opportunities Variable rate loans put sellers at risk, while fixed rate loans offer protection in a rising interest rate environment.
(0:29:28) - "Ambassador Programs and Passive Investing" James shares his successful real estate business, Chief Cast foundation, writing books, and plans for passive investing.
(0:40:50) - Knowing Your "Why" James Kandasamy's journey, variable rate loans, fixed rate loans, and interest rates discussed to reach maximum potential.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Are you interested in climbing the ladder of real estate investment? Then this is an episode you cannot afford to miss! We chat with accomplished real estate investor and syndicator, Chad Schieler, who shares his inspiring journey of transitioning from a career in electronic payments to scaling his real estate portfolio to a staggering 140 units in just three years.
What if the key to overcoming analysis paralysis was simply taking action? Allow Chad to guide you through his unique experience of buying his first property, the invaluable lessons he learned along the way, and the nuanced art of creating value and attracting investors. We also explore his innovative strategies in property management and scaling, with a particular focus on the significance of inspections, the challenges of collaborating with smaller management companies, and the potential benefits of investing in tertiary markets.
If you've ever wondered how to turn the rough patches into golden opportunities in real estate, Chad shares his insights on this very topic. Hear about his optimistic plans for his company's future and his intentions to refine their processes and systems in 2023. This episode will surely provide you the knowledge and inspiration you need to take your real estate investing game to the next level. So, let's get started on this exciting journey!
CHAD'S BIO:
Chad Schieler is a driven, accomplished real estate investor and syndicator in the Indiana market. Prior to real estate, he spent 17 years in the electronic payments industry building a book of business from zero to 7-figures annually. Today he is scaling the real estate business and building a local team. His real estate portfolio includes 140 units as GP and over 900 as LP. In his spare time, he travels and enjoys all watersports.
GET IN TOUCH WITH CHAD:
www.focusedcapital.com
www.linkedin.com/chad-schieler
EPISODE CHAPTERS:
(0:00:00) - Real Estate Investor's Journey and Strategies Chad Schieler took action to buy a property, overcame analysis paralysis, and scaled his portfolio to 140 units in three years.
(0:07:12) - Lessons From Property Management and Scaling Chad and I discuss rental property inspections, scaling up, investing in tertiary markets, and structuring deals.
(0:13:49) - Real Estate Investor Attraction During Hard Times Chad and I discuss risks, sponsorships, hard times, opportunities, and refining processes for 2023.
(0:20:05) - Preparing for Opportunities in Real Estate Chad and I discussed taking advantage of opportunities, measuring activity, being proactive, and the importance of asking.
(0:29:20) - Getting Started in Real Estate Chad and I discuss time freedom, water sports, electronic payments, mentors, and real estate investments.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Episode Summary: Join us for a stimulating conversation with Tom Dunkel, a real estate investor and mindset specialist with 25 years of industry experience. Listen as he shares his intriguing journey from corporate mergers and acquisitions to the establishment of Bellrose Asset Management. Hear firsthand how he leveraged his experience in corporate America and knowledge of capital raising to succeed in the challenging realm of real estate.
Get inspired by Dunkel's approach of underpromising and overdelivering in real estate investing. He emphasizes the importance of thorough research, robust financial modeling, and the ability to defend your models to investors. Plus, you'll hear his experience of building a team from scratch, navigating the world of residential wholesaling, and his venture into the self-storage industry. Dunkel's mindset of 'who, not how' could be the key to filling the gaps in your own team.
Tune in to understand the current challenges and opportunities in the self-storage market. Dunkel explains the supply and demand curve optimization strategies to maximize unit revenue. Also, hear his personal journey as an empty nester and his pursuits in personal growth, including his passion for music. Finally, Dunkel shares his three keys to success in real estate investing and provides a glimpse into the ever-changing self-storage market.
Don't miss this chance to hear from an industry veteran and gain invaluable insights into the world of real estate investing.
Tom's Bio:
With a background in finance and 25 years of real estate and investment experience, Tom brings extensive expertise to Belrose Asset Management. From startup to world-class organization, Tom specializes in discounted nationwide asset opportunities since 2006. His financial savvy, open communication, and integrity help alternative investors achieve wealth-building goals. Tom is the Managing Director of Belrose Storage, a seasoned team acquiring underperforming self-storage facilities in the eastern U.S. Turning assets around, they achieve high-teens, tax-advantaged returns for high-net-worth equity partners in 2-3 years.
Get in touch with Tom:
www.belrosestoragegroup.com
Episode Chapters:
(0:00:00) - From Mergers to Real Estate Tom Dunkel shares his journey from corporate America to founding Bellrose Asset Management, offering insight into creating success and fulfillment.
(0:05:30) - Underpromising, Overdelivering in Real Estate Investing Tom Dunkel shares his experience transitioning to real estate investing, emphasizing research, financial modeling, and under-promising/over-delivering.
(0:11:36) - Building a Real Estate Team Tom transitioned from finance to real estate investing, wholesaling, rentals, fix and flip, distressed mortgage notes, and self-storage, partnering with Joe Downs to form US Mortgage Resolution.
(0:24:16) - Challenges and Opportunities in Self-Storage Self-storage market challenges include optimizing supply/demand, managing variable rate loans, and maximizing revenue.
(0:39:37) - Empty Nesters and Pursuing Personal Growth Tom Dunkel shares his transition from corporate finance to real estate investing, his wannabe rock and roll hobby, and a free ebook for investors.
(0:44:41) - Three Keys to Success Tom Dunkel shares his three keys to success in real estate investing: niche, team, and education.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Episode Summary:
On this exciting episode of the Know Your Why Podcast, we sit down with the impressive Shannon Robnett. With over 25 years of experience in the construction and development industry, Shannon shares valuable insights and lessons learned from her journey. Listen in as Shannon reveals how her childhood experiences influenced her career trajectory, the transition from corporate America to entrepreneurial life, and the critical skills needed for success.
We explore the ins and outs of ground-up development and how to create solutions by understanding the needs of people and creating a budget that attracts individuals to the project. Shannon shares her experiences with multifamily and industrial projects, the process of reverse engineering projects, and the significance of establishing relationships with banks and general contractors. Also, we delve into the process of obtaining entitlements and zoning for projects and the importance of de-risking.
The episode continues as we navigate the world of industrial buildings, exploring how they offer advantages to landlords, tenants, and investors. Shannon shares valuable insights about industrial tenants and multifamily tenants, their needs, budgets, and leases. As we round up the episode, Shannon expresses her passion for helping investors understand how to achieve financial freedom and the power of turning a hobby into a tax savings. Tune in for a truly enlightening conversation!
Shannon's Bio:
With over 25 years of experience, Shannon has been involved from start to finish on over $350MM in construction projects such as multi-family, professional office buildings to city halls, fire and police stations, schools, industrial projects and mini storage. Along with his knowledgeable team at Shannon Robnett Industries (SRI), Shannon is dedicated to sharing his expertise and delivering top-quality projects that bring numerous passive income streams to his syndicate partners.
Get in touch with Shannon:
Website: https://shannonrobnett.com/
Linkedin: https://www.linkedin.com/in/shannonrobnett/
Instagram: https://www.instagram.com/shannonrayrobnett/
Facebook: https://www.facebook.com/shannon.robnett.1
Episode Chapters:
(0:00:00) - Know Your Why Podcast Shannon Robnett shares her experience in construction, transition from corporate to entrepreneurial life, and the skills needed to succeed.
(0:09:44) - Ground-Up Development Shannon Robnett shares her experience in ground up development, creating a team, reverse engineering projects, budgeting, building relationships, and obtaining entitlements.
(0:18:39) - Real Estate Development Risks and De-Risking De-risking is important, leveraging the timeline, avoiding change orders, labor and material shortages, and experience.
(0:25:55) - Industrial Real Estate Leasing Advantages We examine industrial buildings, tenants, traffic patterns, multifamily tenants, leverage, and interest rates.
(0:36:03) - Financial Freedom Through Education and Real Estate Helping investors achieve financial freedom, real estate investing, and networking for success.
(0:41:12) - Value and Inspiration in Real Estate Turning real estate investing into tax savings to achieve financial freedom with industrial buildings and tenants.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Sam was born and raised in St. Louis, MO. Following the conventional path, he secured a corporate job for a reasonable income. Yet, amidst the grind of a demanding 50-hour workweek, an unsavory boss, and the desire for more family time, he felt a pull for something greater. Real Estate emerged as his solution. Through tenacity, he conquered setbacks, accumulating $45 million in assets, 150+ rental properties, over 1,000 property flips, and establishing a property management enterprise all within 9 years, all achieved without personal capital. This triumph granted him the cherished freedom he yearned for. This odyssey led him to establish FasterFreedom, a platform designed to share his journey and empower others to attain akin financial autonomy through real estate. His guidance is rooted in practical experience, ensuring that his advice is current and effective.
Get in touch with Sam:
www.fasterfreedom.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Kaaren Hall, CEO uDirect IRA Services, LLC and OCREIA Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. She discovered a strategic way to put her 20+ years in mortgage banking, real estate, and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs with $1B+ Under Management. Learn more about Hall and her thriving company at uDirectIRA.com.
Get in touch with Kaaren:
https://www.facebook.com/uDirectIRA
https://twitter.com/uDirectIRA
https://www.instagram.com/udirectiraservices/
https://www.linkedin.com/company/851967
https://www.youtube.com/c/uDirectIRA
https://udirectira.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Charlie Hardage worked in the corporate world for over 12 years in IT Sales. He worked with household names like Google, Dell, and AWS. Charlie spent 5 years in the US Army as an Infantry team leader earning a Combat Infantryman Badge and Purple Heart. He has been investing in real estate since 2017 and is the Co-Founder of H&K Investment Group. Charlie is a part owner in over 1,050 doors across 6 properties. In 2022, he left his full-time job to pursue real estate full-time. His company works with passive investors and helps them achieve financial freedom through cash-flowing properties.
Get in touch with charlie:
https://www.linkedin.com/in/charleshardage/
https://open.spotify.com/show/2MM1empAITxm2RrAkQ1BmQ
https://www.facebook.com/charlie.hardageiii/
https://www.youtube.com/@buildwealthinrealestate
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Jennings is the CEO of My First Million in Multifamily, co-creator of the coaching and mentor program The Deal Room and the host of Unlock Your Life Podcast. In 2013, Jennings started to purchase rental real estate, and in 2019 moved into commercial real estate, amassing a portfolio of apartment complexes, self storage, and mobile home parks. In three years, his portfolio has grown to over $60,000,000 in value, comprising over 1500 rental units, with $800,000 a month in rents collected.
Jennings’ passion for real estate and business has blossomed into the education company, My First Million In Multifamily. Boasting the fastest growing and most engaged community on Facebook, the group has over 24,000 members in less than 2 years. With over 300 subscribers paying monthly, his courses and educational products have broken $750,000 in revenue in less than a year. Jennings and his business partner, Yeadon Smith, host a weekly show in the group, as well as running their mentoring program, The Deal Room. Applicants who are accepted into this elite program gain access to their full multifamily course, with live mentoring.
Get in touch with Jennings:
www.jenningssmithjr.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Caleb Johnson, an entrepreneur who embarked on his journey at the tender age of 18. Caleb's impressive portfolio includes managing assets like 30 units in Albuquerque, New Mexico, acquired in June 2022, 16 units in Oklahoma City, obtained in February 2022, 40 units in Las Cruces, secured in July 2022, and a whopping 12,000 square feet of retail space in Casa Grande, Arizona, acquired in December 2021.
Not stopping there, Caleb's achievements continued to soar. Before the age of 25, he had already acquired over $9 million worth of real estate assets. As a true testament to his ambition and dedication, Caleb is the founder of the acclaimed "From Trial to Triumph" podcast, where he has interviewed influential leaders in various fields.
Driven by his faith-based principles, Caleb is committed to serving investors and building lasting relationships. His passion for entrepreneurship and unwavering dedication make him a force to be reckoned with in the world of real estate. Let's give a warm welcome to Caleb Johnson, a true inspiration for aspiring entrepreneurs and investors alike.
Get to know Caleb:
www.redseacapitalgroup.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
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Amy Sylvis is the founder and principal of Sylvis Capital, a real estate firm that invests in large commercial real estate properties in emerging markets throughout the United States. Accredited and non-accredited investors appreciate investing alongside her to take advantage of not only her extensive experience, but also her detailed research and exclusive relationships.
Sylvis Capital offers commercial real estate investment opportunities without the day to day hassles of owning real estate while generating strong returns.
Sylvis Capital currently has over 748 apartment units, 208,000 square feet of flex industrial space, and $96M worth of assets under management.
Get in touch with Amy:
www.sylviscapital.com/webinar
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
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Mark is founder of Boostly, the leading website design and online training academy that gives hosts the tools, tactics and training to boost their profits through direct booking. Born in Scarborough, Mark grew up immersed in the hospitality industry - most notably his family farm accommodation business- and went on to kick-start. his marketing career in Hamburg, with a Web 2.0 company focused on social networking and local reviews. Mark's experience in the hospitality industry coupled with marketing expertise fueled the creation of Boostly.
Get in touch with MarK:
Facebook:Facebook.com/boostlyuk
Instagram:@boostlyukLinked
In:www.linkedin.com/in/mrmarksimpson
Twitter:@boostlyuk
YouTube:www.youtube.com/c/BoostlyUk/videos
TikTok: tiktok.com/@boostlyukApple
Podcast:Boostly Podcast
Spotify:Boostly
PageClubhouse:@mrmarksimpsonMedium:medium.com/@BoostlyUKPinterest:www.pinterest.co.uk/boostlyuk
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
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Chad Zdenek is the founder and CEO of CSQ Properties. He is a Rocket Scientist, turned Entrepreneur, turned Real Estate guru. His career has spanned 25 years but the last 7 years he has built a multifamily and self-storage portfolio over $150M through syndication and personal investing. Today he invests actively and passively in multifamily and self-storage projects across the United States. He is also one of the rare investors who invests in CA and outside of CA.
Get in touch with Chad:
Free eBook : http://bit.ly/3gU3ipW
https://csqproperties.com/
https://www.instagram.com/csqproperties/
https://www.facebook.com/CSQProperties
https://www.youtube.com/@csqproperties
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.
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Austin Linney is a serial entrepreneur, real estate investor, business and mindset coach, and host of the weekly podcast, Construct Your Life with Austin Linney. He has built an expansive network of top professionals in leading industries, and helped countless individuals break through obstacles and become who they were meant to be.
For years, Austin struggled with negative thought patterns, self-sabotage, and alcohol addiction that left him trapped in an unfulfilling job, financial struggles, and disconnected and failing relationships. When he reached a breaking point, Austin knew he needed to take radical responsibility for his mindset and his life. He dedicated everything to learning strategies, systems, and tools to break free from a self-destructive cycle and live a life of abundance and significance.
Now Austin lives his passion and purpose helping people establish habits and improve their mindset so they can live the life they truly want.
Get in touch with Austin:
www.austinlinney.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
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In this weeks special episode, Jason talks about the Lark Veterinary Fund.
He dives deep into many important bullet points: Who is Lark capital, Why he decided to build a Fund and most importantly, why now. Listeners will also learn the philosophy behind the Fund and the team that brings it to life, as well a Fund Overview and what it's their investment strategy, and the reason why they work mainly with multifamily and small businesses.
Finally, he will finish the webinar showing the listeners the case study of the project.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
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The creator of The TCO Method™, Andy has been working with real estate developers, owners and operators since 1997 and has been involved with every type of project from small bathroom remodels to new construction tract builds, custom single family residential homes from 1,600 to 34,000 square feet and touched over 150,000 living spaces in 29 states and 3 countries. He spent over 22 years on the supply side, and built his network and expertise working with clients to understand why they wanted certain things and how their business runs, and not just selling stuff to check a box.
He developed The TCO Method™ as a formal consulting service shortly after he left his W2 to open his business with prompting from a large commercial real estate operator. He focuses on helping owners and operators increase their NOI by focusing on Total Cost of Ownership and putting the decision making and problem solving process in that light.
He lives about a mile south of Lake Ontario in upstate NY with his wife and 10 year-old son, their GSD and two cats.
Get in touch with Andy:
www.tcomethod.com
www.andymcquade.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
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Karen has been in property management for commercial real estate her entire career. She has worked with private and institutional investors on both coasts and internationally.
Karen has a knack for increasing NOI through tenant and vendor relationships.
Get in touch with Karen:
info@alisonproperty.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
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Taylor is doing 7-8 syndicated real estate deals a year and just crossed 550 podcast episodes.
Taylor just married the woman of his dreams and earned a purple belt in brazilian jiu jitsu last year.
Get to know Taylor:
www.passiveRealEstateCourse.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
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Owner/Partner of REMAX REVOLUTION founded in 2018 with 160 agents with 2 offices and 14 staff. In 2022 he sold 1300 plus homes for over $560 Million in Volume. He also runs a team of 25 agents and he is still in personal production focusing on new construction and waterfront homes at the Jersey Shore. He is also the Chairmen of the Board for the Toms River Field of Dreams a $6M Special Needs park and playground.
Get to know Justin:
Www.JustinBosak.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
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Artist:
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Mery was born in Buenos Aires, Argentina, and moved to the US when she was very young. She has lived in SoCal for most of her life but also spent time in Utah and NorCal. She received her Bachelors in Biology at UCLA and got her DVM degree at WesternU. She then completed a rotating internship at VCA West LA and spent a year working as an ER doctor after.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Savannah "The Networth Nurse" is a full-time Registered Nurse in Los Angeles, California. She uses her skills as a leader in healthcare operations to manage multi family syndications. She also helps busy medical professionals create passive income through real estate investing.
Get to know Savannah:
https://linktr.ee/thenetworthnurse
Savannah@thenetworthnurse.com
www.thenetworthnurse.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Artist:
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Ryan was the leading commodity derivatives salesperson at Wall Street banks for 13 years. He transitioned to multifamily in 2019 and is a general partner in $64 MM of assets and a passive investor in 3,195 units across Texas, Florida, Arizona, Georgia and Ohio.
He is the founder of Life Changing Capital, a Houston, TX based Commercial Real Estate Private Equity firm and takes an institutional, transparent and hands on approach to multifamily.
Get to know Ryan:
www.lifechangingcapital.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Artist:
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Awarded as the top 1% of real estate brokers in Pierce County, WA, Anne Curry is an expert in real estate investing, selling, developing, and remodeling with over 25 years of experience in the industry. By starting her professional career making $5 an hour as a preschool teacher with greater dreams to support her family, Anne has since then scaled her real estate portfolio, currently owning over 250 doors and 12 apartment buildings. In addition, Anne has developed various housing communities around Pierce County, adding a transaction of purchasing and remodeling 50 single-family homes in one transaction, as well as purchasing 164 units across 44 properties in one transaction to her expertise.
Anne is passionate about supporting and guiding her clients as they purchase and sell, as well as personally contributing to the community on the tips and tools to create passive income and generational wealth through investing in real estate.
Get to know Anne:
https://www.annecurryhomes.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Don Spafford is a partner with Beyonder Holdings, an Outdoor Hospitality Investment company that specializes in RV Resorts and Marinas. These are purchased through syndications open to both accredited and non-accredited investors. Don is a father of four and is fluent in Spanish. He began investing in Real Estate in 2017 and was able to leave his job five years later.
Get in touch with Don:
https://investors.beyondercamp.com/users/sign_in
https://www.linkedin.com/in/don-spafford-5887867/
https://www.facebook.com/profile.php?id=100074539004460
https://calendly.com/don-spafford
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Artist:
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Jeff Greenberg is the CEO and Managing member of Synergetic Investment Group, LLC (SIG). For over 12 years he has managed all aspects of commercial real estate ownership including acquisitions, investor relations, operations, value-add implementation, and dispositions. Through SIG Wealth Fund, a diversified and customizable Equity Fund, SIG provides the opportunity for high-net-worth individuals to passively invest in Commercial Real Estate with best-in-class Commercial Deal Syndicators. Jeff uses his extensive experience and network to help investors to discover and invest in high-quality alternative investments. Jeff has been involved in projects worth nearly $150 million consisting of over 2,000 units. He has been involved with stabilized and value add properties including Student Housing, as well short-term rental, and Market Rate MF properties.
Get in touch with Jeff:
https://www.linkedin.com/in/jeff-greenberg-a9974411/
Free ebook: www.SIGCRE.com/sponsor
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Ed Mathews is a seasoned real estate investor and the founder of Clark St Capital. With over a decade of experience in the industry, Ed has built an impressive portfolio of multifamily rental properties in Connecticut and Southeast US. But Ed's journey to becoming a successful real estate investor was not a direct one. For 24+ years, he worked for some of the coolest Silicon Valley start-ups, honing his skills in the fast-paced tech industry. It wasn't until 2011 that Ed purchased his first rental property and started building his real estate investing business, Clark St Properties (now Clark St Capital).
Over the years, Ed worked tirelessly to grow his business, juggling his corporate job and real estate investing business simultaneously. Finally, in 2018, he left the corporate rat race and devoted himself entirely to his passion for real estate.
When he's not scouting out new properties, you can find Ed spending time with his wife, Patricia, and their two daughters, along with their beloved dogs, Caroline and Abbie. And if you catch him during basketball season, you'll likely find him cheering on his favorite team, Villanova.
With a deep knowledge of the real estate industry and a passion for helping others achieve their investment goals, Ed is a trusted partner for anyone looking to build their own real estate portfolio.
Get in touch with Ed:
Website: https://www.clarkst.com/
Podcast: https://podcasts.apple.com/us/podcast/real-estate-underground/id1354633717
LinkedIn: https://www.linkedin.com/in/edmathews/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
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Artist:
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Giang Nguyen is a seasoned multifamily real estate investor and syndicator, specializing in value-add multifamily rentals. With over 10 years of experience as a scientist, Giang excels in analyzing complex data, employing financial models, and creative problem-solving. She applies a data-driven approach to help her teams identify key markets, underwrite multifamily syndication opportunities, and create business plans that maximize property value. Giang achieved financial freedom through real estate investing at the age of 31, paving the way for her to pursue her passions.
Driven by her desire to educate others and help them achieve financial freedom, Giang founded One River Capital. Through the company, she provides people with real estate investment opportunities while also educating them on passive investing. Being an immigrant herself, Giang understands the challenge of building wealth in a new country, and she is committed to supporting others in achieving their American dream through real estate investing.
Beyond her professional pursuits, Giang is also a competitive salsa dancer who enjoys traveling,
trying new foods, and spending time with her furry companion.
Get in touch with Giang:
https://onerivercapital.com/
https://www.instagram.com/thatsalsainvestor/
https://www.facebook.com/thatsalsainvestor
https://www.linkedin.com/in/giang-nguyen-0a164820/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Artist:
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Jesse is 25 year old an Army Ranger that has spent the last 5 years investing in Real Estate . Jesse has compiled a large student housing portfolio and is now getting started on his commercial real estate journey.
His latest achievement: About to be under contract for 141 Lot Mobile Home Park.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Artist:
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Moshe is a LinkedIn consultant, helping his clients stand out in a creator-filled market, by owning their unique talents and personality and connecting that to their ideal audience's needs. Before LinkedIn consulting Moshe spent 10 years in the nonprofit sector, starting his own nonprofit and founding a new Jewish community in the suburbs of Dallas. His community-oriented approach and passion for helping others are the cornerstone of his approach to growing on LinkedIn and life in general.
Significant achievements:
1) built a Jewish community in Richardson, TX (suburb of Dallas) literally from the ground up (worked with city council, major local companies on projects etc.).
2)started his own linkedin consulting business - moved on from Rabbinate (for family/personal reasons) and was figuring what he would do next. Debated the classic 9-5 and decided to go crazy and do his own thing.
Get to know Moshe:
https://www.linkedin.com/in/moshe-segal/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Artist:
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Ryan Gottfredson, Ph.D. is a cutting-edge leadership development author, researcher, and consultant. He helps organizations vertically develop their leaders primarily through a focus on mindsets. Ryan is the Wall Street Journal and USA Today best-selling author of Success Mindsets: The Key to Unlocking Greater Success in Your Life, Work, & Leadership and The Elevated Leader: Leveling Up Your Leadership Through Vertical Development.
He is also a leadership professor at the College of Business and Economics at California State University-Fullerton.
Get in touch with Ryan:
https://ryangottfredson.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Mark C. Updegraff moved to Rochester, NY in 1997 to pursue his Bachelor's of Science from Rochester Institute of Technology (RIT) in Imaging and Photographic Technology. As an undergraduate student he participated in co-operative work academic quarters for NASA, Pictometry, and as an independent 4x5 film photographer.
In 2003, after working for Kodak, Mark took a position in RIT's Center for Imaging Science and began his Master's studies in Color Science. Mark took a position with ITT Corporation in 2009 where he worked on video quality metrics, end-to-end spectral imaging systems, and electro-optical systems for high altitude aircrafts. In 2010, Mark decided to focus his efforts fully on his real estate redevelopment and private equity.
Get in touch with Mark:
www.RazeCapital.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Randy Smith is the Founder of Impact Equity which was formed to help investors achieve strong results in their passive real estate investing strategies. Randy’s main responsibilities include introducing and assisting investors with investment opportunities offered by various real estate investment firms. Randy started his real estate investing career doing out of state, single-family, long term rentals, and he quickly realized the many additional benefits he could receive by switching his strategy to passively investing in multifamily syndications. Randy has now invested in 20 different passive investments with 9 different operators which gives him the unique knowledge and expertise to recognize a strong passive opportunity.
Get in touch with Randy:
www.linkedin.com/in/randallmsmith/
www.impactequity.net
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Omar is the founder and principal at Boardwalk Wealth, a Dallas-based private equity firm connecting international investors with US-based multifamily real estate opportunities. Lead by Omar, Boardwalk Wealth has managed over $350+ million of multifamily real estate transactions. He has advised on ~$4.0 billion in capital financing and M&A transactions in commercial real estate and commodities. He is the exclusive advisor for high net-worth families and international entrepreneurs on their US-based real estate portfolio allocations. As a CFA charterholder, Omar has extensive experience in valuation across commodities and real estate in 3 countries.
Get in touch with Omar:
www.boardwalkwealth.com
www.linkedin.com/in/omark1
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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At MoneyMailbox we are a collection of 3 investors with all of our properties located in Denver, CO (For context, we have purchased roughly a dozen rentals in the last 4-5 years). Since the beginning of our journey, we have been documenting every step of the way - from our first RE investment to now being invested in two development deals, we have an in-house agent focused on helping RE investors, and we now have 4 real estate courses we are excited to share!
Get in touch with Money Mailbox:
www.themoneymailbox.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Jonathan Nichols is a real estate investor local to the DFW metroplex. He began his REI career after having worked for almost ten years in the aerospace engineering industry as a propulsion engineer where he analyzed and integrated turboshaft engines on helicopter platforms. He holds a B.S. degree and a M.S. degree in Aerospace Engineering from Texas A&M and Virginia Polytechnical Institute respectively.
He and his wife Paula first began their investing journey in 2018 and have undertaken numerous different types of projects before forming their multifamily investing company Apogee Capital in 2019. His past real estate projects include a 75-unit A class apartment complex in College Station, TX as a GP, two 100+ unit complexes in the Tulsa MSA as a GP, an 8-unit apartment to STR conversation in Arlington, TX as a GP and almost 1000 units investing as an LP. Additionally, he has numerous residential real estate investments including a 20+ unit short-term rental business in the Arlington Entertainment District.
Known as a person with a high work ethic, Jonathan enjoys helping others to achieve their goals (financial or otherwise). Outside of work, he enjoys spending his time racing in Ironman triathlons and traveling with his wife.
Get in touch with Jonathan:
www.apogeemfc.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Frontline Investment Partners LLC is a real estate investment firm with a mission to help others make their money work as hard as they do through real estate investing. Javier and Yessenia Gonzalez are the married Founders and Managing Partners of Frontline Investment Partners LLC. They are the proud parents of two amazing boys, Antonio and Alonso. Javier and Yessenia have been real estate investors for over 8 years and have a current focus on multi-family apartments.
Additionally, Javier is Navy/Marine Corps Combat Veteran and is currently an Emergency Medicine Physician and entrepreneur. Yessenia is an educator, real estate professional, and business owner.
Get in touch with Yessenia and Javier:
https://frontlineinvestmentpartners.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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This 200th episode is very special to me so I wanted to do something big. I am very proud that we have reached this milestone and there are so many people I could mention that made it possible.
First of all, the guests make the show. Every one of them has been generous with their time and gracious to share their story with me and the listeners. I wish I could tag all of you but I am pretty sure the platforms have limits. Thank you!
Secondly, the listeners. Somehow, despite my own limiting beliefs about my voice, face and interview style, people listen. Not just my mom! Thank you!
And of course Marc, my podcast producer from www.podcastproducer.com, who without his guidance and amazing work, there is no podcast. Thank you!
And Song, who without her hard work and support there is no Lark. Thank you. My wife, Kaycee, who manages to keep the kids from interrupting every episode. Even when Ava is yelling “DADDY!” from the back door. Without her and her support there is no me. Thank you sweet chicken!
Which brings me to the concept for this episode: Mentorship!
I have been lucky enough to have SO MANY amazing mentors in my life but this is a real estate centric podcast so I was able to gather my amazing real estate mentors and have a very in depth discussion on the value of mentors. Ellie Perlman, Ashley Wilson and J Scott. Thank you for always encouraging, pushing and leading by example. I truly appreciate it.
Ashley Wilson Ashley Wilson, is the Founder of Bar Down Investments, LLC, Co-Founder of Apartment Addicts ,Co-Founder of HouseItLook, LLC, Best Selling Author of The Only Woman in the Room, and has hosted several BiggerPockets’ Series. She started investing in real estate in 2009 and has been involved in over $120 million in transactions and managed over $10 million in construction, within both single and multifamily, across over 1,500 units. In addition to operating her own investments, Ashley has advised and consulted for many well-known owners in the multifamily industry and is a sought after speaker on multifamily operations, inclusive of asset and construction management.
Get in touch with Ashley: www.BarDownInvestments.com
J Scott J is co-owner of Bar Down Investments. He is an industry leader, having written five best-selling investment books and, in addition to his multifamily holdings through Bar Down, has personally bought and sold over $70M in residential real estate since 2008. He is a sought-after speaker and mentor. After a prominent technology career, J still participates as a strategic advisor for several venture-backed companies in the real estate space in addition to mentoring aspiring active multifamily investors in the coaching program he founded with Ashley Wilson.
Get in touch with J Scott: www.ConnectWithJScott.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Iven Vian is the Co-Founder and Chief Operating Officer of Anthem Capital. Having retired as a Lieutenant Colonel from the Air Force after 20 years, he is passionate about the operational excellence and execution of his apartment communities and their impact on their surrounding communities.
Retired Air Force Lt Col, Flew B-1 Bombers for 20years, attended the Air Force Academy. Built a real estate portfolio on the side while serving in the Air Force. Started with a single family. Sold 99 investment homes in 2 years as an investor realtor.
Owned 30 Single Family homes. Started Anthem Capital 7 years ago with my partner Tariq Sattar. Iven has been involved in real estate for 15 years and has owned 3700 units. He has applied the skills he learned while serving in the US Air Force for 20 years to operational excellence and business plan execution.
Iven’s mission is to grow Anthem Apartments to 300 communities and donate $2.5M in profits to charity by 2030.
Get in touch with Iven:
Website: www.anthemcp.com
E-mail: iven@anthemcp.com
Linkedin: Anthem Capital
Instagram: @iven.vian @anthemcapital
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Chase is a life and fitness coach who helps men become the person who lives their goals.
His 12 week Primal Man Pathway is a fitness and identity creation journey that takes men who have squelched their flame in the name of “playing it safe;” and teaches them to juggle their fire to step into their most authentic self.
Get in touch with Chase:
www.chasetolleson.com
IG: @coach_chase_tolleson
TikTok: primal.man.pathway
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.
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Artist:
http://audionautix.com/
Catherine has nearly 10 years of Real Estate investing and operating experience. She began in single family rentals and house flipping before transitioning to larger multifamily projects, acquiring a portfolio that spans several asset classes and markets. Today, she is a General Partner in nearly 500 units. In addition to real estate, Catherine has over 10 years of experience as a strategy consultant, creating financial models and advising top executives in Fortune 100 companies, with a focus on Mergers & Acquisitions. She is a graduate of the University of Chicago Booth School of Business, where she concentrated in finance and accounting.
Catherine lives in Denver with her husband and two little boys (3 years and 5 months).
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.
https://creativecommons.org/licenses/by/4.0/
Artist:
http://audionautix.com/
Mike Hardy is a true renaissance man – he’s an Ironman, student pilot, real estate investor, sought after speaker, leadership expert, fund manager, and a business coach for mortgage and real estate professionals. He is currently focused on helping investors with capital gains defer and eliminate their taxes with Opportunity Zone Fund investing.
Get in touch with Mike:
www.cyrusozfund.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.
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Artist:
http://audionautix.com/
Christine & Danny Bellish, are married business partners: co-founders of The Bellish Team, a real estate investing firm dedicated to helping passive investors preserve and build wealth through strategic real estate acquisitions. As former NYC advertising executives, they spent 15 years managing multi-million dollar marketing budgets for some of Fortune 500’s most recognizable brands, but decided to pivot into real estate in 2018 in pursuit of more passive income.
In 2021, in their first eight months as general partners, they raised $3M in private capital from passive investors.
Today they are principals for a net lease fund, general partners for 696 units, and equity partners for 1,111 units total across six states (NJ, OH, TX, WV, AR, PA).
Get in touch with Christine and Danny:
FB, IG & TikTok
@thebellishteam
Website:
www.thebellishteam.com
LI: Christine:
https://www.linkedin.com/in/christine-bellish/
Danny:
https://www.linkedin.com/in/danny-bellish-19ba50a/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.
https://creativecommons.org/licenses/by/4.0/
Artist:
http://audionautix.com/
Chris Perkins is a serial entrepreneur. At the age of 21 he bought a run down restaurant that was on the verge of bankruptcy. He rebranded it, got it to be successful. Then 5 years later he bought another restaurant in an attempt to repeat this success. After 7 months there was no light at the end of the tunnel. After finding a loophole in the franchise agreement he terminated the lease agreement and became the landlord instead of the business owner. Then he repeated this process with the first restaurant he bought.
After that he became a real estate & private equity investor. As a result of the lessons learned along the way he has opened a private investment fund focused on cash flow through public equities & derivatives.
Get in touch with Chris:
https://abundanceassetmanagement.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.
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Artist:
http://audionautix.com/
Kyle Root left his job at 26 years old to dive into real estate coaching and to be able to invest full time.
He went from 0 to 70 units with no JV or syndication .
He started his real estate adventure with just 30k, and he has built systems in place where his team does 99% of the work.
Kyle put 8 properties under contract in January.
Get in touch with Kyle:
www.instagram.com/kj_root/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.
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Artist:
http://audionautix.com/
Todd is Co-Founder and Managing Partner of Summit Capital. His main responsibilities as Managing Partner include overseeing acquisitions, capital raising, construction management, and investor relations.
Prior to Summit, Todd founded Silance Investment Group, a multi-faceted investment company with ownership in $7MM of single family, multifamily, and commercial properties, as well as multiple Anytime Fitness franchises. Todd is also a Limited Partner in over 400 multifamily apartment units nationwide.
Todd’s professional background includes 15 years working for Nationwide Insurance, one of the largest insurance and financial services companies in the world, where he was responsible for managing over $10MM in annual residential and commercial construction projects. As well as a corporate training consultant.
Get in touch with Todd:
www.summitcap.co
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Roger Becker was an active Real Estate investor with mixed results before becoming fully passive three years ago.
He has since invested in many asset classes including Multifamily, Mobile Home Parks, Hotels, ATM's, and Student Housing.
Roger worked with education leaders to significantly increase new student applications, enrollments, and starts. For 20+ years he helped campus and online educational institutions across all spectrum of programs, size, and geography drive sustainable student growth.
As President of Becker Media, Roger delivers growth for clients through digital marketing. They use SEM, digital display, Streaming TV, social media, affiliate marketing, and radio. They use all direct response channels to reach and convert high-quality students for your institution.
Get in touch with Roger:
https://www.linkedin.com/search/results/all/?fetchDeterministicClustersOnly=false&heroEntityKey=urn%3Ali%3Afsd_profile%3AACoAAABGJ4YBQODi2_3o0q52SilLsA_Dqmd3pcE&keywords=roger%20becker&origin=RICH_QUERY_SUGGESTION&position=0&searchId=253e3b3b-1c37-43f4-90e0-c9f2f67c60f0&sid=vNU
rbecker@beckermedia.net
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.
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Artist:
http://audionautix.com/
Elijah Brown is a multifaceted individual with successful careers in both real estate and the military. After earning a bachelor’s degree in business from the University of Southern California, Elijah began his real estate career as an analyst for Healthpeak Properties, an S&P500 REIT.
During his time at Healthpeak, Elijah developed a strong foundation in financial modeling, eventually being promoted to manager. In this role, Elijah was responsible for underwriting a wide range of seniors housing and medical office real estate. He played a key role in several major transactions, including $4 billion of portfolio deals. In 2017, Elijah cofounded GoldHawk Capital, a real estate investment firm focused on acquiring value-add multifamily properties with a recent emphasis on Arizona. Through a combination of JVs, Reg D syndications, fund-of-funds, and LP investment, Elijah has successfully acquired interest in over 850 apartment units valued over $100 million. In his role as managing partner, Elijah is responsible for underwriting investment opportunities, due diligence, negotiating contracts, capital markets, and investor relations. In addition to real estate, Elijah currently serves as a Civil Affairs Officer in the United States Army Reserve and was previously a Military Intelligence Officer.
Elijah has received numerous awards for his physical fitness, marksmanship, problem solving, and leadership during his time in the military. Outside of work, Elijah is a full-time van lifer, amateur bowler, and country music songwriter-comedian.
Get in touch with Elijah:
https://www.linkedin.com/in/elijahwbrown/
https://goldhawk.us
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.
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Artist:
http://audionautix.com/
Mr. Krone is a Chicago native whose career in architecture began in 1991 by pursuing his Masters of Architecture from the Illinois Institute of Technology. While obtaining his degree, he also worked as a Project Manager for Optima, Inc. During his time at Optima, Krone’s responsibilities included such notable projects as the 400 unit Cormandel in Deerfield, IL, the 40 unit HedgeRow in Winnetka, IL, and the 51 unit Optima Center Wilmette in Wilmette, IL.
In 2012, Krone founded Coda Management Group is a real estate asset firm which specializes in managing commercial real estate. Since its inception in 2012, Coda has managed a wide range of assets including multi-family homes, retail, commercial warehouse, multi-use flex athletic spaces, and self-storage. As of 2017, the firm has narrowed its focus on developing, designing and building self- storage.
In 2020, they launched their own self storage management company: One Stop Self Storage.
Contact info:
www.codamg.com
www.onestopselfstorage.com
info@codamg.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.
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Artist:
http://audionautix.com/
Whitney Elkins-Hutten is the Director of Investor Education at PassiveInvesting.com, host of the Passive Investing Made Simple YouTube show, and podcast, and a partner in $800MM+ in real estate — including over 6500+ residential units (MF, MHP, SFR, and assisted living), 7 express car washes, and more than 2200+ self-storage units across 11 states—and experience flipping over $5MM in residential real estate.
Contact info:
https://www.linkedin.com/in/whitneyelkinshutten/
https://www.passiveinvesting.com/whitney-elkins-hutten/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.
https://creativecommons.org/licenses/by/4.0/
Artist:
http://audionautix.com/
Jeffrey St. Arromand is an award-winning sports television producer and a leading partner of the successful Tricia Lee Team. He is an experienced property expert whose approach to real estate is based on fostering positive relationships.
His clients appreciate how he balances his enthusiasm and thoughtfulness with his in-depth knowledge and his relentless drive throughout the buying and selling process. Jeffrey and Team Tricia Lee has sold over $300 million in sales.
He possesses the ideal mix of product knowledge and tactical expertise, and he is a strong communicator and a focused negotiator. His extensive network of real estate professionals—attorneys, contractors, stagers, etc.—makes him a one-stop-shop for all of his clients.
Additionally, his creativity and experience in TV production coupled with the capabilities of SERHANT. greatly enhance his ability to market and sell homes. He specializes in working with clients in Brooklyn and Manhattan. He enjoys the challenge that each deal presents, and he loves being able to solve problems and find success for his clients.
A Brooklyn native and a 3-time national-level Emmy winner, Jeffrey holds a Bachelor's Degree in Broadcast Journalism from Florida A&M University. He is fluent in French and exceptionally well-traveled, and his interests include working out, going to museums, and spending time with family. He has a wonderful daughter named Addison, and he is engaged to the incredible and talented Tricia Lee.
Get in touch with Jeffrey: https://www.serhant.com/people/166/jeffrey-st-arromand
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Hemant Pawar lives near San Francisco in the Bay Area of California. He works full-time as an IT Program Director in the 3rd largest healthcare organization in the US. He has managed 100+ member teams in his career. He studied computer engineering and worked as an expat in 5 countries before settling in the US in 2016. Hemant uses Real Estate investing as way to tackle challenges in society such as human trafficking.
Get in touch: hemant@zenabodegroup.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Steven Pesavento is on a mission to create over a million financially free investors. He is a real estate entrepreneur, high-performance coach, and Managing Partner of VonFinch Capital. Investing full time since 2016, he’s completed over 200 transactions, renovated nearly 100 buildings and transacted hundreds of millions in investment real estate. A former Management Consultant for some of the Fortune 500’s top companies, he brings his years of process improvement, marketing and sales experiences to every project. Steven is the host of The Investor Mindset, a top ranked podcast (4.9*/5 on Apple Podcasts) with over 1 million downloads, where he has interviewed some of the smartest minds & authors such as Chris Voss, Jay Papasan, Joe Fairless, Mark Manson, and many others. Steven is passionate about helping ambitious individuals name their number, and teaches people how to create a highly customized strategy for reaching wealth and freedom through investing. VonFinch Capital is an Investment Manager & Sponsor specializing in Value-Add Multifamily. The VonFinch advantage is financial ingenuity & deal structures targeted to preserve investors capital, while creating outsized returns. VonFinch provides their clients with cash flow & tax advantaged wealth growth in both single assets and diversified funds. Put simply: We partner with our clients to invest their capital alongside ours, where we buy, operate and manage commercial real estate - making them money today & growing their wealth for tomorrow. When Steven isn’t focused on serving his passive investing or real estate entrepreneur clients, he enjoys running, Snowboarding, Salsa Dancing, Kiteboarding, and taking on new travel adventures. Learn more at www.InvestorMindset.com the tools and strategies of the nations top investors & subscribe on your favorite Podcast app today.
Get in touch with Steven: Instagram: https://www.instagram.com/steven.pesavento/
YouTube: https://www.youtube.com/channel/UCVIYpUX9XqauGNi0P1e6gtQ
Linkedin: https://www.linkedin.com/in/stevenpesavento/
Website: https://investormindset.com/ AND https://www.vonfinch.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Vessi Kapoulian has 18 years of business experience that includes 14 years of commercial lending and 4 years of business management. Vessi started her real estate journey in 2017. Today Vessi controls a portfolio of investor real estate properties in Florida, Tennessee, and Georgia (161 doors, 6 properties).
Her lending experience has served her well in developing a conservative and analytical approach in assessing risk and investing prudently in real estate in order to maximize returns. Her business experience has helped her develop a solutions-oriented and execution-focused approach, which has served well in asset managing her real estate portfolio.
Get in touch with Vessi Kapoulian : www.dbacapitalgroup.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Dylan clark is a 20 yr old RIA and Fund Manager who has come to the real estate industry with his passion to help people achieve their dreams. Coming with an expertise in legal and compliance Dylan has made getting started in the industry not only more cost effective but a lot less painful and stressful as well.
Get in touch with Dylan:
linkedin/in/dylan-clark-b4a01a197/
https://calendly.com/aamdylan/30min
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Bill Allen is a real estate investor based out of Nashville, TN. He and his team currently flip and wholesale 200+ deals per year in Tennessee and northern Florida. Bill is the CEO and owner of 7 Figure Flipping, where he helps lead the top house flipping and wholesaling mentoring groups in the nation.
Get in touch with Bill: https://www.7figureflipping.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Alex Tam is a licensed medical professional and holds a doctorate degree in Chiropractic. He has owned his own business for over 13 years and is experienced in sales and management and has also coached and mentored others in business development and operations. He is continuously furthering his knowledge base in real estate, health, and business through seminars, private coaches, and classes to make certain he is up to date in all areas. Together with his wife, Helen, their portfolio include over 500 units in growing and thriving markets throughout the US. Alex and his family lives in Zephyr Cove, NV, where they enjoy exploring the outdoors while hiking, paddle boarding, and bicycling.
Get in touch with Dr.Alex Tam:
https://zephyrequitygroup.com/
thestreamlineteam.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Carlos Salguero is a professional real estate investor who has made it his mission to help others achieve success in the real estate industry. In less than 12 months, Carlos went from being a novice investor to becoming a multifamily real estate expert with over 1000 multifamily doors under his belt. He is on track to acquire 1 billion dollars worth of multifamily real estate in under 5 years.
Get in touch with Carlos:
https://iamcarlos10x.com/carlos-story
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
An international commercial airline pilot who, after the tragedies of 9/11 was forced to realize that his “Safe and Secure Career” was nowhere near as safe and secure as he had thought. Steve chose real estate investing to be able to control his own destiny and create his own generational wealth. Steve created the fastest growing property management company in the state of Texas. Managing over 1,000 properties across 3 major metropolitan cities. Steve built the business up and created maximum cash flow positioning his company for a very profitable exit. Along with growing his property management company, Rozenberg has flipped, owned, and wholesaled hundreds of single-family homes and apartment complexes across the US. Parlaying all of the success from real estate investing and property management growth. Steve has gone on to be one of the most well-known influencers in the Real Estate Community, he is a top contributor to BiggerPockets as well as other top level Real Estate platforms. He has been a guest and collaborated on countless panels, webinars, masterminds, conferences, podcasts as well as being a published author and popular speaker.
Get in touch with Steve:
https://steverozenberg.com/ https://www.youtube.com/channel/UCck4Ww77C6IoZQDPne9fHgQ https://www.instagram.com/rozenbergsteve/ https://www.facebook.com/SteveRozenberg1
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Artist: http://audionautix.com/
Brian 'Twist' Orr is known to be a person with a wide array of talents. Some of those, being musical talents, have granted him the opportunity to travel around the world as a professional DJ. Brian’s performance motto, “Some dance to remember, some dance to forget" illustrates a common thread he’s held throughout his life, the passion to help others by meeting them where they are. After graduating university, Mr. Orr worked as a securities broker on a wealth advisor team in New York. He also spent many years as a youth sports coach. When 9/11 happened, left feeling helpless, he immediately left his financial profession, signed up and joined the FDNY, to make sure he was available to help next time it was needed. In 2014, Mr. Orr discovered the opportunity to invest in real estate as a way to help his family. He immediately fell in love with this industry and discovered it to be his next calling, as well as a chance to help many others who didn’t have the capacity or resources to be successful real estate investors. Today, with a 7 figure portfolio under management, far removed from his first flip project and with a nod to his DJ career, Mr. Orr has founded Remix Capital. The mission is to expand his capacity to help people beyond his friends and family. With the launch of his first 506C fund in 2023, we are just beginning to witness how far this venture may go.
Get in touch with Brian:
www.remixinvesting.com
www.remixcapitalgroup.com
www.instagram.com/djtwist
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Artist: http://audionautix.com/
Pete Neubig is the former co-founder of Empire Industries Realty & Property Management based in Houston, TX. He sold his company to Mynd Management where he was the Vice President of Eastern Operations. Pete is currently the co-founder and CEO of VPM Solutions. VPM Solutions is an online platform that connects the real estate industry with virtual team members across the globe. Pete has been investing in real estate since 2001. He has been both a passive and lead investor in apartment complexes, whole saled homes and has purchased over 100 properties. Pete is a licensed Broker in the state of Texas and the current radio podcast host of the National Association of Residential Property Managers (NARPM). When Pete is not working he is running marathons with his wife Felicia.
Get in touch with Pete: www.vpmsolutions.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Senate Eskridge is a Magic Valley native, born and raised in Twin Falls. He and his wife Cari have raised five children in the valley. They are small business owners and Senate is also a business coach and an active Multi Family Real Estate Investor. Being from Twin Falls, Senate has worked with several industries in the area. His vast experience made him a perfect fit for Multi Family Real Estate investing. Currently he owns 503 units and has helped nearly 100 people from all walks of life invest in Multi Family Real Estate One of Senate's many passions is to solve problems for people. He truly enjoys looking at issues in a new way and utilizing his connections to identify solutions for others. He is active in the community, he currently heads the Magic Valley Real Estate Investors Meet Up, is involved in the Twin Falls Chamber Ambassadors and Snake River Business Network. Senate loves to golf in his spare time, so if you’re a golf fanatic like him, give him a call and head to the course together.
Get in touch with Senate: www.senateeskridge.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Sandhya Seshadri is an experienced general partner in all aspects of multifamily from broker relationships, underwriting, analysis and raising capital to close syndication deals without delays. Sandhya is a hands-on Operator with a strong focus on asset management after the honeymoon is over to add value to the two different customers in apartment investing who are the Limited Partners as well as Multifamily residents. Sandhya is invested in 4000+ doors with $140MM+ AUM. In her former life, Sandhya used to actively trade stocks and she has worked for 12+ years at a Fortune 500 company in Dallas, managing $80M projects with budgets in excess of $28M. Sandhya holds a BS and MS in Electrical Engineering as well as an MBA.
Get in touch with Sandhya: https://multifamily4you.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
We all know that the start of a new year is a great time to reflect on the past year and set goals for the year ahead. But why is it so important to review the past year? First, it’s important to review the past year to gain insight into what worked and what didn’t. This will help you to identify areas of improvement and set more realistic goals for the upcoming year. In the past year, Dr.Jason Balara had some great wins and, of course, some losses. It's part of the real estate investing game and mostly in an ever rising interest rate world...
Second, it’s important to review the past year to recognize your successes and celebrate your accomplishments. This will help to boost your confidence and motivate you to keep striving for success. Dr.Jason Balara will share with you the details about his take away from 2022.
Finally, it’s important to review the past year to identify any patterns or trends that may have. This will set you up for success in the year to come!
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Matt is founder and CEO of Fairway America and Verivest. He is a seasoned real estate entrepreneur, fund manager, and advisor to hundreds of other real estate managers around the United States. He has started and managed eleven 506 Regulation D pooled investment funds, underwritten and closed billions in real estate transaction volume, and played the lead role in advising and setting up hundreds of other funds for managers around the country. Fairway manages more than $1B in real estate asset value and Verivest administers over $3.25B. He is the author of Capital Attraction, the Small Balance Real Estate Entrepreneur’s Essential Guide to Raising Capital.
Get in touch with Matthew:
www.verivest.com
www.fairwayamerica.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
In 2012, Reed quit his job in Australia and moved half way across the globe to the US to change his life, and to chase a dream. With limited funds, no investing experience, and no credit, Reed went from purchasing a small duplex to growing his own real estate investing firm, Wildhorn Capital. Reed now syndicates large multi-million dollar deals across the US. He has also achieved financial freedom, and has taken control of life.
Get in touch with Reed: www.reedgoossens.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Blake Dailey began investing in real estate with large renovations on storm-damaged homes after a category 5 hurricane ripped through his market. After several years of investing in residential short and long term rentals, he scaled into commercial real estate. His current real estate portfolio consists of 5 boutique hotels, a handful of vacation rental homes, and a 66-unit apartment complex. His company Adventure Stays buys, renovates, and operates boutique hospitality properties across the country and has a full in-house team. And he's done all this as an active duty Air Force officer, where he's still currently serving in Utah.
Get in touch with Blake: https://www.youtube.com/channel/UCGazDRj7y_ehn76HE3RWfgg https://www.instagram.com/blakejdailey/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Melanie went from being a bartender to owning a multi million dollar real estate portfolio. She is a serial entrepreneur, real estate investor, two-time international best selling author, speaker and educator.
Get in touch with Melanie:
www.thewealthybarmaid.com
Https://www.youtube.com/watch?v=jnd1DRQ10jc
IG:@thewealthybarmaid
FB: https://www.Facebook.com/thewealthybarmaid
YT:Https://www.youtube.com/watch?v=RlnGrj-E4c8&t=3s
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Ethan has owned several rental properties, made over 300 private loans secured by real estate (both single family and commercial real estate), invested in over 100 single family fix and flip projects and is a general partner on multiple commercial and multifamily projects totaling over 900 units. His primary role on deals is loan guarantor/key principal or gap funder (i.e. where the sponsorship team has raised around 80% of the limited partnership equity but does not have enough time to raise the remainder - Ethan will come in and lend that remainder to the team so that the deal can get done on time). Ethan personally and through his private equity fund, Good Bull Investments LP and Good Bull Lending, LLC has also invested in commercial properties totaling over $25 million (including hotels, self-storage, office building, medical office and retail). Ethan graduated from Cornell University with a BA in Economics in 2003 at the age of 19 and from Columbia Law School in 2006 at the age of 22. He worked on billion dollar mergers and acquisitions for several years on Wall Street in financial institutions before transitioning to being a professional investor and entrepreneur in 2016. He lives in Houston, TX with his wife (who he met the first day of class at Cornell in 2000) and their five children.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Andrew Rosenberg is a LP investor in over 3K units. He's the host of the CRE SPOTLIGHT Podcast and Co-Host of Simply Sundays, a CRE ZOOM Meetup. Andrew is self-employed in his Family Business, an Hawaii-Based Court Reporting Agency.
Get in touch with Andrew: linkedin.com/in/andrew-rosenberg-791a0a202
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Mark Willis, a CERTIFIED FINANCIAL PLANNER ™ , a three-time #1 Best Selling Author, the Owner of Lake Growth Financial Services, a financial services firm in Chicago, Illinois and co-host of the Not Your Average Financial Podcast ™ . Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions unknown to most financial gurus. He has become known as “Not Your Average Financial Planner!”
Get in touch with Mark:
Lake Growth Financial Services: https://lakegrowth.com/
Not Your Average Financial Podcast: https://nyafinancialpodcast.com/
YouTube: https://www.youtube.com/channel/UCw-DvhKT2EaPFdncLy39LIQ
LinkedIn: https://www.linkedin.com/in/marklakegrowth/
Twitter:https://twitter.com/LakeGrowth
Facebook: https://www.facebook.com/lakegrowth
Instagram: https://www.instagram.com/notyouraveragefinancial/
Book: Amazon: Mark Willis Book
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Ash Patel left a 15 year long corporate career and has been a full time Commercial Real Estate Investor for over 10 years. He is a value add investor and has purchased retail, warehouse, office, industrial, land, mixed use, medical and restaurants. From vacant buildings to fully leased NNN properties, the consistent theme is extraordinary returns. He is a hands on property manager and also teaches others how to invest in non-residential commercial property.
Get in touch with Ash:
www.InvestBeyondMultifamily.com
https://www.facebook.com/ash.patel.58118
https://www.linkedin.com/in/ash-patel-95b1a25/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Erik Oliver is a cost segregation expert and helps saving tax dollars for Real Estate Investors Nationwide. Cost Segregation is used by commercial building owners to increase cash flow by accelerating depreciation. Depending on the type of building, there can be anywhere from 20 to 35% and sometimes more of the depreciable basis that can accelerated, translating into tens of thousands if not hundreds of thousands of dollars in current year tax savings.
Consider the value of having and being able to use those tax dollars today vs. spreading them out over 27.5 or 39 years. Cost Segregation can be used at pretty much anytime during the cycle of building ownership, including new construction, current acquisitions, previous acquisitions going back as much as ten or fifteen years, large improvement projects, following a step in basis from a change of ownership or estate transfer, and sometimes even at disposition to offset some of a capital gain.
Cost Segregation is an engineering-based analysis of a building’s interior, exterior and land improvements in order to identify, measure and quantify assets that are considered personal property or land improvements under the federal tax code. Those assets are then re-classifying in order to accelerate their depreciation.Cost Segregation is used by commercial building owners to increase cash flow by accelerating depreciation. Depending on the type of building, there can be anywhere from 20 to 35% and sometimes more of the depreciable basis that can accelerated, translating into tens of thousands if not hundreds of thousands of dollars in current year tax savings.
Consider the value of having and being able to use those tax dollars today vs. spreading them out over 27.5 or 39 years. Cost Segregation can be used at pretty much anytime during the cycle of building ownership, including new construction, current acquisitions, previous acquisitions going back as much as ten or fifteen years, large improvement projects, following a step in basis from a change of ownership or estate transfer, and sometimes even at disposition to offset some of a capital gain. Cost Segregation is an engineering-based analysis of a building’s interior, exterior and land improvements in order to identify, measure and quantify assets that are considered personal property or land improvements under the federal tax code. Those assets are then re-classifying in order to accelerate their depreciation.
Get in touch with Erik: https://www.linkedin.com/in/erik-oliver-b800657/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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A sought after expert and gifted story teller with a contagious energy he inspires everyone around him with encyclopedic research. He can take complicated ideas and convey them simply and clearly for everyone to understand. Founder of an award winning commercial real estate firm, author of #1 bestselling book (Catching Knives). He has been featured in many publications including The NY Times & Yahoo Finance, host of a Top 100 Business/Investing podcast (Passive Wealth Principles), a frequent speaker, and a highly valued coach. He uses those superpowers to pioneer cutting edge bold design into exciting hotels, infill, and adaptive reuse projects across the country. To date has purchased and sold 1200+ properties in 26 states and amassed a commercial real estate portfolio of iconic properties. He earned a Master’s degree in International Real Estate, sits on the FIU real estate board, is an accredited CNU-city builder, a member of CCIM, Urban Land Institute (ULI) and holds a CA real estate brokers license.
Get in touch: https://www.harris-bay.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.
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As a successful investor, Derek Dombeck has surfed the ups and downs of the market since 2003. Derek’s expertise ranges from creative deal structuring, wholesaling, flipping, and land lording, to lending and investing throughout the years. He has been involved in thousands of transactions in his career; and what sets him apart is his love for people and their success.
Get in touch with Derek:
Best REI Funding (Private lending company) https://bestreifunding.com/ Generations of Wealth - https://gowvoyage.com/
Circle of Trust - https://www.reicot.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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David Richter is an active real estate investor who has been essential in closing over 850 deals over the last 10 years. He has experience with wholesale, turnkey, BRRRR, owner finance, rentals, lease options, and any other exit strategy you can think of. While growing and building a real estate business from 5 to over 25 deals a month, he realized that as much money was coming in, it was all going right out the door. With the unique opportunity of being in every seat as a real estate investor, he found a calling in the company’s finance seat to help businesses see where their money really went. David has helped real estate companies completely turn around from going out of business to building cash reserves by using the Profit First cash flow system. He has been featured on Biggerpockets, Real Estate Disruptors with Steve Trang, and many other podcasts, shows, and stages. To help even more people, he wrote Profit First for Real Estate Investing - a derivative of the original Profit First by Mike Michalowicz that is tailored specifically to Real Estate Investors. His goal is to completely transform the Real Estate Investing industry by helping real estate investors make and KEEP more money in their businesses. As the founder and owner of SimpleCFO Solutions, he wants to bring investors true financial clarity and freedom and help every investor stop living deal to deal.
Get in touch with David: www.simplecfo.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Today’s guest, Chris Larsen is the founder and Principal of Next-Level Income. Chris has been investing in and managing real estate for over 20 years. While still a college student, he bought his first rental property at age 21. From there, Chris expanded into development, private-lending, buying distressed debt as well as commercial offices, and ultimately syndicating commercial properties. He began syndicating deals in 2016 and has been actively involved in over $1B of real estate acquisitions. Chris is passionate about helping investors become financially independent.
Get in touch with Chris: www.NextLevelIncome.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Blake Anthony Carter is a passionate and genuine human being but also a successful real estate professional. Blake is the co-founder of CRIBS. A full service, turnkey company for short term rental & co-living investors. They help their clients find, purchase, renovate, design and manage properties all in house. In addition, he is the co-founder of a non profit organization called ServeInspire, which serves the homeless community in his hometown of Austin, Texas. This was inspired by his childhood experience of being deemed homeless by the city after his families life was turned upside down from the 2008 financial crisis. Due to this Blake has been awarded a presidential service award for his volunteer efforts. In his professional life he has flipped properties, syndicated multifamily, completed over 50 rehabs and is the go to guy for all things short term rentals in the city of Austin.
Get in touch with Anthony: www.cribsconsulting.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Brandon Turner is the founder and managing member of Open Door Capital, best selling real estate author with over 1 million copies sold, and past host of the BiggerPockets podcast with over 100 million downloads. Over the past decade, Brandon has established a strong track record investing in multifamily, including apartments and mobile home park assets. Open Door Capital currently has over $650 million in assets under management and has 1,200 investors.
Get to know more about Open Door Capital: www.odcfund.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Lucas lives in Austin, TX. His story includes graduating with a social work degree, working as a counselor with homeless youth, backpacking/volunteering in Central & South America for 1.5years and a half decade as a Director of Marketing in the healthcare industry. He eventually realized he could mix his two passions, helping people and traveling. June of 2021, Lucas left his W2 to launch a Vacation Rental Management Company (Five Star Vacation Home Rentals). Lucas is now able to help provide 5-star experiences and memories to travelers and families at 20 within Central Texas. Lucas is a leader in the short-term rental industry and loves mentoring and helping others on the path of financial freedom through real estate and vacation rentals. He is a competitor, competing nationally in a number of fitness comps. He is an adventurer, always looking for the next bucklist adventure. And most importantly, he is a family man.
Get to know more about Lucas:
www.fivestarvhr.com
IG: @fivestarvhr
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Flint Jamison spent 20 years in aerospace as an engineer and program manager. He is now finding a path to early retirement through commercial real estate investments. Flint moved quickly from his initial duplex and pivoted into syndications, where he does multifamily, fund management, and build-to-rent. Flint started his real estate endeavor with a duplex that he rehabbed in 2018. From there, he quickly pivoted to multifamily syndications, and is now moving into Build-to-Rent new development. Flint’s portfolio is currently around 1500 units
Get in touch with
Website: https://vestuscapital.com/
LinkedIn: https://www.linkedin.com/in/flintjamison/
Facebook: https://www.facebook.com/vestuscapital
IG: https://www.instagram.com/vestuscapital/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Kevin Bupp is a Florida-based Real Estate Investor, Top iTunes podcast host and best selling author with over $250 million of real estate transactions. His extensive investment experience spans the gamut of apartment buildings, single-family portfolios, medical office, self storage, assisted living and his three favorites and by far the most profitable, Mobile Home Parks, Parking Lots, and Build-To Rent Communities . Kevin holds the keys to successful real estate investment.
Get in touch with Kevin:
www.InvestWithKB.com
www.KevinBupp.com/FreeBook
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Jonathan lives in Holland, MI, and began his career as a continuous improvement engineer for a multi-billion dollar automotive supplier. He started investing in real estate in 2020 and created an investment firm, called Provision Space, to partner with large multifamily operators around the country. As managing partner, he is responsible for building relationships with investors, vetting investment opportunities from sponsors, and providing the strategic vision for Provision Space's growth.
Get in touch with Jonathan Tonks:
LinkedIn: www.linkedin.com/in/jonathan-tonks-14b329150
Website: www.provisionspace.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Rob Chiang is the creator of the passive wealth coaching system. He has been managing apartments since the age of 16 and has 25 years of experience with all facets of real estate investing, including but not limited to: rent collection, accounting, maintenance, remodeling, leasing, buying, selling and owning. Rob Chiang holds a California broker’s license as well as a general contracting license and currently controls $193M in investment property assets and owns $10M worth of Real Estate. He coaches students on how to create passive and generational wealth through his 7 step passive wealth coaching program. My book “7 Step Blueprint to Passive Wealth”, just hit best seller on Amazon in the commercial real estate category.
Get in touch with Rob Chiang: www.passivewealthcoaching.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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LEVI ALLEN is the Principal of Wealth Creation Asset Management, a real estate investment company that acquires residential multi-family properties. Levi studied at BYU- Idaho after returning home from a 2-year Church mission in Peru. He acquired his first property in 2012 and immediately developed a passion for the real estate industry. Levi has focused full-time on rental housing. He takes pride in his ability to identify opportunities, execute on his vision for the property, maximizing profitability and ultimately, delivering above average returns for his investors. As a principal, Levi has owned, and asset managed over 500 units worth over 90 million. He has disposed of three assets in the past 12 months. In addition to multi-family acquisitions and development, Levi’s family, the Allen Family own over 10,000 acres of farm and ranchland in eastern Oregon.
Get in touch with Levi Allen: https://wealthcreationmgt.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Saket Jain is a #1 bestselling author, investor, syndicator, tech enthusiast, and philanthropist. He's the Founder and CEO of Impact Wealth Builders where he’s passionate about achieving financial freedom through real estate. He has over 15+ years of experience in real estate investing.
Over the last 5 years, Saket has taken a particular interest in class B/C multifamily apartments in markets that have strong fundamentals. Saket, along with his partners, has built a portfolio of over 2000 units totaling $200M in assets across several US markets, generating consistent double digit annual returns. In addition to investing, Saket currently serves as a Business Operations leader at Airbnb Headquarters.
Prior to that, Saket, in his role as a business consultant built, launched and led profitable new ventures in the technology and financial sectors. Saket earned his MBA at Columbia Business School, and achieved his Bachelor in Engineering at IIT, India. When he is not working, Saket loves to spend time with his wife of 19 years and 2 daughters.
More about Sakit Jain: https://impactwealthbuilders.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Monika Jazyk is the founder of RPI Education, the world’s fastest growing investment community and is on a mission to help everyday people invest like the top 2% in order to fill the wealth gap experienced by middle class working people today. Monika is passionate about helping other people create wealth through real estate and alternative investments so they can reach their financial and personal goals and create time, money, freedom in their lives today!
Get in touch with Monika: www.rpieducation.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Matt Fore is a part time real estate investor based out of Nashville, Tennessee. In his professional life, he has spent over a decade in sales and sales leadership positions at one of the largest technology companies in the world. After finding real estate, Matt was able to achieve financial independence in 3 short years by the age of 32. Today, Matt has invested in 750+ multi-family units and various real estate debt. When he's not working, he enjoys reading, training for Ironman triathlons and convincing his brother that he is the favorite twin.
Get in touch with Matt:
https://www.instagram.com/mattfore1/
https://ice-cream-with-investors.captivate.fm/
https://www.linkedin.com/in/forematt/
https://icecreamwithinvestors.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Tamara N. Jones is the founder of Bucket List Stays LLC, a successful real estate and property management that provides excellent vacation and short-term rental services. She has created a trusted platform that gives excellent opportunities to real estate investors by utilizing properties and transforming them into beautiful spaces that are available for short-term rentals, strategically located in some of the highest demand travel destinations across the United States.
Get in touch with Tamara: www.Bucketliststays.co
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Evan Holladay is a real estate developer and investor with over $375 million and 1965 units of multifamily real estate developed and invested. Evan is Founder and CEO at Holladay Ventures where their team specializes in creating and investing in workforce, affordable and mixed- income communities. Their mission is to create quality housing opportunities and empower the residents to realize their full potential. Evan is also the host of the iTunes Top 200 business and real estate podcast, “Monumental” where he sits down with top leaders and entrepreneurs making massive change in the world. He also is the creator of the Affordable Development Mastery Program, which teaches real estate investors how to do affordable and impact driven investments.
Get in touch with Evan:
www.holladayventures.com
www.affordabledevelopmentmastery.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Litan is a former officer in the Israeli Navy, established and successfully sold "Segoma", a revolutionary technology that disrupted the global diamond industry. Following his exit, he became passive RE/PE investors with complex & diverse portfolios. With no existing technological solution to manage, track, and monitor his wealth and a full range of investment assets, he decided to build a startup for planning and controlling his wealth and the wealth of others like him, and so Vyzer was born!
Get in touch with Litan: https://vyzer.co
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Jason Griggs has become the biggest Short Term Rental investor in the Las Vegas / Henderson Nevada Area, he currently runs 18 active Airbnb rentals. He averages around $21K every month passively from these investments. Slowly, he turned his investments into short-term rental properties and found tremendous success. He is also helping other agents/ Realtors and investors with short-term rentals.
Get in touch with Jason:
https://griggsuniversity.com/
https://winwithairbnb.com/
https://www.facebook.com/JGRIGGSREALESTATE
Instagram: Jgriggsrealestate
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Artist: http://audionautix.com/
After 15 years of being a part of the legal industry and working for several national and local nonprofits...Susanna decided to make a change in her career path. At the beginning of the 2013, she began to do some serious soul searching and wanted to find a path that could make the most impact in the current society. She realized that one of the biggest decisions in a person's life is buying a home, and wished to be a part of making this dream a reality. Susanna is currently the National Sales & Leadership Coach for Watters International Realty Systems. She began her career as a buyer agent and has been in the industry for 9 years. As a result of her perseverance and hard work, she climbed up the career ladder and is now serving as a coach for sales and leadership helping real estate agents to reach their goals and achieve success. Top Producer for the Entire Brokerage 2015 (2nd year in real estate) Became the Brokerage's Director of Sales in 2017, Team placed 1st the Austin Business Journal awards 2017 n 2020, led the team to closing a record 920 transaction (went from 550 to 920). 1st at the ABJ awards Get in touch with Susanna: https://salesminicourse.com/convert-leads-to-appointments http://www.ChristopherWatters.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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David Toupin is a multifamily real estate investor and entrepreneur, based in Austin Texas. He started investing at the age of 20 when he bought his first property while in college, a 12 unit apartment complex. By the age of 26 David has purchased and developed over $100M in commercial and multifamily real estate as the founder of Toupin Holdings. He is also the founder of Real Estate Lab, a Multifamily acquisitions software application for investors.
Get in touch with David: Instagram @realestatejedi
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Julie is founder of Three Keys Investment, helps people like you find their freedom through multifamily real estate investing so that they can live the life of their dreams! She has invested in single family homes, house-hacked before it had a name, managed properties from 1k miles away and passively invested in multifamily assets. Currently, Julie is passively invested in nearly 300 doors, strategically partnered in 68 Atlanta based and a general partner in 120 units.
Get in touch with Julie: https://www.threekeysinvestments.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Ryan began investing in real estate in 2017. His experience includes land acquisitions, fix and flip projects, and small multifamily development. In 2020 he shifted his focus to acquiring and operating commercial multifamily assets. Ryan holds an M.S. in Anesthesiology and is a practicing Nurse Anesthetist in Houston, TX. Ryan leads the investor relations team at GenWealth Capital Group and also oversees construction management. He is invested in 138 units as General Partner and 228 units as a limited partner. He also has six units in the development pipeline for his personal portfolio.
Get in touch with Ryan: Www.GenWealthCapital.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Fred has positioned himself as an authority on investing in alternative assets and on building wealth using Self-Directed IRA accounts. Fred combines a 15 year career devoted to entrepreneurship and investing with a mission to helping people attain a higher level of financial literacy, resulting in the perfect combination of wisdom and experience providing value to aspiring investors from all walks of life.
Get in touch with Fred: https://www.fredmoskowitz.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Tommy Brant is a ‘recovering‘ electrical engineer and data scientist turned full time Real Estate Investor. He started TB Capital Group as a tool to buy real estate with family, friends, and partners. He helps busy professionals accelerate their wealth through passively investing in real estate. His goal is to help others achieve ULTIMATE freedom (which can’t be done without being financially free) Portfolio of LTR, STR, and apartments - invested in 356 units, totaling $33M in assets. Biggest accomplishments is - overcoming impostor syndrome - developing pigheaded discipline and determination - staying intensely curious
Get in touch with Tommy:
tbcapitalgroup.com
tbcapitalgroup.com/connect
https://www.facebook.com/tommybrantjr
https://www.linkedin.com/in/tommybrant/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Emily Cortright co-founded A&E Real Estate Group, LLC in 2013 after holding various roles in operations management and manufacturing in the aerospace and automotive industries. Experience includes direct management of 15-30 member assembly and machining teams with daily output goals and a strong focus on safety, quality, cost, and responsiveness. Currently accountable for the comprehensive management of the short- and long-term real estate assets and holds a real estate license in the state of Texas. Adam Roberts co-founded A&E Real Estate Group, LLC in 2013, and since 2018 has been a full-time managing member. He is currently accountable for asset management and property operations. Prior to his role at A&E, he held various roles in operations management at General Electric, where he had direct accountability over a global manufacturing and engineering teams in the transportation and aerospace industries. He is an instrument rated commercial pilot and an FAA certified flight instructor.
Get in touch: https://aemultifamily.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Accredited investor participating as LP in 18 (15 active) 1 GP syndicated deals. Over the past few years, he has become deeply passionate about learning about Real Estate Investing. He's an avid learner, continually connecting with as many like-minded people. He's now switching to being active and looking to be a GP / Asset Manager – Boots on the ground for syndications in TX.
Get in touch with Trevor:
Email: KTT@Niagara-Investments.com
LinkedIn https://www.linkedin.com/in/ktrevorthompson/
Website: www.niagara-investments.com
My Facebook Page: https://www.facebook.com/groups/657067628737551
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Dan is head of Learning & Development for a technology company and is based in Lexington, Kentucky. He spent 26 years working for companies such as Microsoft, Dell, and Sony including six years in Latin America. Dan also invests in large apartment complexes and is Managing Partner of Avanza Investments (partner in 487 units). 'Avanza' means to 'move forward' in Spanish, and he is focused on helping other working professionals achieve excellent returns through multifamily real estate investing. He is also the first of his family born in the U.S. His family fled Cuba in 1960, arriving with very little. They worked hard to give his family the best chance of success.
Get in touch with Dan: www.avanzainvest.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Bryce Stewart is a former Elementary School Teacher. He retired from W-2 at age 35 through real estate investments and wrote Amazon bestseller "House Hacker's Guide to the Galaxy". He went from $50k in debt to multimillionaire.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Clay Hepler is a fiancé, multifamily investor, educator, and cash flow specialist. Clay Hepler, Chief Wealth Strategist at the Creative Capitalist, helps entrepreneurs and real estate investors in 50 states create, protect and multiply their cash flow so they keep, control and amplify more of their hard earned cash in ANY economy. He scaled his family’s chocolate company from 2 states to 42 in 18 months and set the foundation to have a partnership with Geoffrey Zakarian, the Iron Chef from Chopped the TV Show and owner of many successful restaurants across America. It was during that time that he first learned about using life insurance as a savings vehicle and investment amplifier when his centimillionaire mentor told him about how he used life insurance as a place to warehouse his family’s capital.
Get in touch with Clay: https://creative-capitalist.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Paul was a finalist for Ernst & Young’s Michigan Entrepreneur of the Year two years straight (1996 & 1997). Contributor to BiggerPockets and Fox Business. Paul is the author of The Perfect Investment: Create Enduring Wealth from the Historic Shift to Multifamily Housing and Storing Up Profits: Capitalize on America's Obsession with Stuff by Investing in Self-Storage. Paul also co-hosted a wealth-building podcast called How to Lose Money and he’s been a featured guest on 250+ other podcasts including the BiggerPockets Podcast, The Real Estate Guys, and Entrepreneur on Fire.
Get in touch with Paul: https://www.wellingscapital.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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A University of Miami graduate with a Bachelors in Atmospheric Science and former top Pentagon Air Force meteorologist, Kevin is not your typical Wall Street fund manager. Rather than pursue an expensive finance degree, Kevin spent years meticulously educating himself in every facet of multifamily real estate from syndications to underwriting to fund management. Apart from serving his country, Kevin is a well- recognized military real estate investor, coach, mentor, and host of the top-rated Active Duty Passive Income Podcast. With over 450,000+ downloads worldwide, Kevin's growing influence and network in the real estate space has helped him expand his personal multifamily portfolio. A passionate educator, Kevin is Active Duty Passive Income's Director of Single Family Education where he coaches over 250+ military real estate investors how to succeed in real estate.
Get in touch with Kevin:
www.adpicapital.com
https://www.linkedin.com/in/kevin-brenner-pmp-783471b6/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Mark England is a TEDx Speaker and co-founder and head coach of Enlifted. He has been researching, presenting and coaching on the power of words and stories for 15 years. Mark holds a Masters degree in education and was an elementary school sports
Get to know more about Mark: www.enlifted.me
Here is a link to his 2017 TEDx Talk: https://www.youtube.com/watch?v=K-6as-5dxSs
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Kranti Ponman is an innovator. He always try to come up with new and innovative ways to do things. He loves to be creative and think outside the box. He never stops learning and there’s always something new to explore. Kranti owns 2000+ units, 3 passive companies and 2 active. He's the director of Capital at Four Oaks Capital & Seroda Capital.
Get in touch:https://krantiponnam.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Mike Desrosiers is a general partner in 12 multifamily properties with over 1000 units and 70 million assets under management. His properties are located in Texas, Las Vegas, Kansas City, and California. Mike has extensive experience in multifamily syndication, asset management, investor relations and acquisitions.
Get in touch with Mike: www.growcaptoday.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Travis Kipper got his start to real estate investing as a child watching his mother and father flip homes. After spending a decade receiving a formal education in business and a career working in academics, Travis fell into real estate investing unexpectedly. In 2017 he purchased his first single family home investment and with the blessing of his wife, walked off his W2 job the same day. Since then Travis has grown his company, House to Home, to 58 rental units with one partner between Southern California and Arizona using a variety of creative financing methods. Seller financing, cross-collateralization, seller carry-back, and hard money bridge loans were all used along his journey.
Get in touch with Travis: Instagram @Travis_Kipper
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Jeff Wickersham is a sought after mindset and confidence coach who helps guide clients to intentionally step into the best versions of themselves and unlock that inner hero waiting to be unleashed. Jeff’s a #1 best-selling author, Tony Robbins award winner, podcast host and a practitioner of what he teaches. He recently completed his second David Goggins 4x4x48 Mile run, has meditated for 1,612 straight days and taken an ice bath or cold shower 1,266 straight days. If you have that itch that you can be more, do more, want more, Jeff can help guide you there. Signficant achievements - 1. Received an award from Tony Robbins/Dean Graziosi - Start over and thrive award in a group of 33,000. 2. Completed the David Goggins 4x4x48 run in march with an average mile pace of 9:31 over the 48 miles. 3. Taken a cold shower, ice bath or cold walk for 1,266 straight days.
If you would like to grab a sample 7 day 1 on 1 coaching experience, you can grab a time here to connect with Jeff Wickersham - https://calendly.com/themorningfire/morning-fire-sample-coaching
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Travis Hill is an active-duty Marine stationed in California. His investing journey started 23 years ago while living in Las Vegas. After joining the Marine Corps, the Great Recession eliminated his portfolio. He started investing again in 2018 with the intent of retiring from the Marine Corps not needing a W-2 job. His goal is to become financially free from cash flowing real estate. He looks to acquire cash flowing properties in both the residential and commercial space. Since 2018, he is passively and actively in 126 units across four states. Not only does he invest in tenanted properties, he also diversifies his portfolio in land and private lending. He enjoys connecting others and sharing his knowledge with those looking to start their investing journey and helping others with an abundant mindset. Achievements: -recently promoted to brown belt in Jiu-Jitsu after 15 years of study. -promoted to Warrant Officer as a Sergeant -recognized as the 'real estate guy' in my community.
Get in touch with Travis:
https://valkeregroup.com/
https://www.instagram.com/travishill1310/
https://www.linkedin.com/in/travis-hill-/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Gary Lipsky founded Break of Day Capital at the end of 2016 with a mission to positively impact the lives of their investors and the communities in which they invest through the highest level of transparency and fiduciary responsibility. Significant achievements: Built a company that served over 9000 at-risk students daily. Wrote an Amazon best selling book Best In Class.
Get in touch with Gary:
www.breakofdaycapital.com
https://www.youtube.com/c/BreakofDayCapital https://www.instagram.com/breakofdaycapital/ https://www.linkedin.com/in/gary-lipsky/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Whitney Elkins-Hutten is the Director of Investor Education at PassiveInvesting.com and a partner in $700MM+ in real estate — including over 5000+ residential units (MF, MHP, SFR, and assisted living ) and more than 1400+ self-storage units across 8 states—and experience flipping over $3.0MM in residential real estate.
Get in touch with Whitney: www.passiveInvestingwithWhitney.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Specializing in digital marketing for the hospitality and real estate industries, heather cox has been a wordpress website designer, social media manager & strategist plus an seo expert since 2011. Heather has worked closely with many award-winning restaurants, corporate entities, high end brands and well-known influencers to help them reach their target audience through organic social media and optimized wordpress website design. Current clients include Miss Delaware USA, Two Stones Pub, PureBread Deli, the Allison Stine Real Estate Team, Madison Real Estate, Inc, Lettie’s Kitchen, Vive Funds, Polymath Legal, Iron River Capital and more. Heather grew up working in the family business, located in lantana square of hockessin, delaware for over 10 years. her responsibilities in the business included creating window displays, marketing, inventory, customer service and when the internet & social media took the business world by storm, heather helped create the website & social media outlets.
Get in touch with Heather: https://heathercoxcodes.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Julio is a dual career real estate agent. He has 2.5 years of experience in real estate investing and he most recently house hacked a duplex. He also owns two new construction SFR with a partner in the Austin area. He is originally from Venezuela in South America; he immigrated to this country when he was 14 years old with his dad, and could not speak English at the time.
Get in touch with Julio on Instagram @julio_mongasrealtor.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Valentina Brega is Sales Director at Blackjack Real Estate LLC. Currently, she is also the founder of HireTrainVA, a human resource company that supports entrepreneurs and businesses in their operations by finding, hiring, and training the best virtual assistants in the market that can help handle different aspects of the business outsourced.
Get in touch with Val: https://hiretrainva.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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As a high school dropout and immigrant, Jon had no choice but to be resourceful. He has built a business from nothing that provides him the money and freedom to enjoy life the way he always dreamed of having. He owns PRYME Homes, an investment company out of San Antonio where they rehab over 18 houses per year, have built five homes, and have a portfolio of 14 doors. Jon's specialty is systems and growth, but his passion is helping others learn the ins and outs of real estate investing.
Get in touch with Jon: https://www.youtube.com/aninvestorsjourney
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Darin decided to get involved purchasing real estate in the fourth quarter of 2017. He first purchased a new construction duplex. He then searched for a way to go after larger deals. He was very familiar with the multifamily asset class but wanted to learn how to purchase larger deals. In total Darin invested in over 4,000 multifamily units. Seven deals passively with other sponsors, one deal as the lead sponsor and one deal he partnered with two well established general partners for a small minority stake in the deal.
Get in touch with Darin: https://darinbatchelder.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Dane Espegard is a culture consultant who teaches, assists and executes the implementation of a Culture centered around Dream Achieving. The system is bottom-up and puts the emphasis on the development and personal lives of the team member. Dane works with companies in a very simple manner to get the culture started and leaves them with some very easy to implement steps. Connect with Dane at www.DaneEspegard.com. Dane has been public speaking and training individuals for 15+ years while implementing his system for Vector Marketing where he is a Division Manager and operating one of the top performing teams in the nation. Dane brings a successful people-oriented method to market in his latest book, The Dream Machine so other leaders can benefit from the extraordinary transformation to their teams and businesses. Significant achievements - #1 producing team in CUTCO corportation. #2 publishing a book, launching new company, while moving family across the country and maintaining balance.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Veena Jetti is a founding partner of Vive Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors. Veena brings a dynamic perspective to targeting, acquiring, managing, and operating assets using best practices combined with cutting edge technologies. Her professional expertise includes driving corporate strategy and business development opportunities. After graduating from the University of Illinois at Chicago with a degree in Finance at 20 years old, she pursued her passion for real estate. Veena has over a decade of real estate experience and over $1B+ in real estate assets over her career in both the startup world as well as the corporate world. Because of her diverse background, she is often a panelist and speaker for various podcasts, global conferences, and radio shows. Aside from professional endeavors, Veena is a passionate philanthropist. She has founded and served on the board for a national non-profit organization. In 2017, she was one of only three women to receive the Politico Woman of the Year award for the significant amount of time and focus she spent on aiding in a grassroots Hurricane Harvey disaster response. She continues to be involved in helping companies and charitable organizations develop better disaster recovery protocols for future emergencies.
Get in touch with Veena: https://vivefunds.com/home/about-us/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Gino Barbaro is a multifamily investors, operators, and mentors who has created a vertically integrated real estate company that controls over $100,000,000 in assets under management. He has created the Jake & Gino community to teach others his three-step framework: Buy Right, Finance Right and Manage Right®, and to become multifamily entrepreneurs.
Get in touch with Gino: https://jakeandgino.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Milena Regos, founder of Unhustle® is a rebel entrepreneur on a mission to inspire 100 million people to change the way they work, live and play, a counterintuitive but science-based approach to burnout Hustle Culture. Unhustle has been called “Amazing” by Arianna Huffington (Founder and CEO of Thrive Global) and “Legendary” by Christopher Lochhead (#1 Apple Business Podcaster). Milena has spoken on global stages like the World Economic Forum and Wisdom2.0. Her work has been featured in CNN Business, Thrive Global, Authority Magazine and multiple podcasts, like Deloitte’s WorkWell. She believes that when you focus on well-being, joy, and purpose you can tap into higher creativity, productivity, and optimal performance.
Get in touch with Milena: https://unhustle.com/ebook/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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John Casmon is a real estate entrepreneur, who has partnered with busy professionals to invest in over $100 million worth of apartments. John also consults active multifamily investors to help them start or grow their business. He hosts the Multifamily Insights podcast (formerly Target Market Insights) and is the co-creator of the Midwest Real Estate Networking Summit.
Get in touch with John: https://www.casmoncapital.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Mathew Owens is a CPA, has flipped 1000+ houses, $35M lent to flippers across the U.S and raised over $150M for real estate. Mathew operates value add multifamily properties, invests in multiple syndicated investments run by outside operators. He helps run a non-profit organization that teaches financial education and real estate education.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Rachel Varitimos is a nutritionist, certified life coach, and host of transformative retreats for women. She dedicated her life to overcome severe general anxiety, disordered eating, and social anxiety. She now uses her experience, degree in nutrition, yoga teacher certification, and several mindset coaching certifications to help others step into their full potential and create the life they crave.
Get in touch with Rachel: https://linktr.ee/bodybyfoodwithrachel
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Tyler Deveraux is the managing partner of MF Capital Partners, a privately held, multifamily investment company, and has been investing in real estate for over 14 years. Tyler has helped his passive investors purchase over $250MM of real estate, spread across 2,300+ apartment units, and has created over $75MM in equity on those projects. Tyler is also the Co-Founder & CEO of The Multifamily Mindset, an education company that provides new & seasoned investors with the training and support they need to acquire multi-family properties. Tyler has trained 1,000’s of new and seasoned investors to acquire multi-family properties, maintain a positive growth mindset, and live a rich, full life. Teaching, inspiring, and helping others is Tyler’s true passion. Tyler now lives in Maui, HI with his wife Brittany & their two beautiful kids Paxton & Marley.
Get in touch with Tyler:
https://www.instagram.com/tyler_deveraux https://invest.mfcapitalpartners.com/investor-profile
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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As a high-wage earner, you have one piece of the puzzle: great income to support you and your family. But deep down inside you know earning that high salary comes at a cost: freedom. Specifically, the freedom over your time. The freedom to choose how to spend your time, with whom you spend your time, and more often than not, when and where you spend your time. I'm just a regular guy from a middle-class family from Columbus, Ohio, who grew up knowing nothing about investing. When I started to become successful in my career, I had no idea how to invest my high salary. I was too embarrassed to ask because I felt like I “should’ve” already known. I remember hearing colleagues talking about being “accredited investors” and giving them fake nods like I knew who they were talking about. From that point on I gave myself the challenge of learning everything I could about all things money and investing. My mission was to turn my high wages into financial freedom. 8 years later, I achieved it: I created a monthly passive income that met all of my expenses. I no longer had to work if I didn’t want to. Now, my mission is to guide you to your own freedom.
Get in touch with Billy: https://www.firstgencp.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Anna Kelley has ownership in and asset manages over 1200 multifamily units across the US, valued at $165M, and has invested in over 2000 doors. Anna runs a multifamily syndication company, Greater Purpose Capital, LLC, focused on creating meaningful impact on the communities in which she and her partners invest. She is a 4X Amazon #1 Best Selling Author, real estate coach, and sought after speaker for multifamily events across the country. In the last 20 years, she has purchased, renovated, and rented millions of dollars in real estate across numerous asset classes. Anna worked in the financial sector for 25 years and was a top ranked Private Banker for Bank of America, where she managed the financial relationships of high net worth individuals and businesses. She brings her experience with traditional investments and apartment syndications to help others make wise investments in real estate.
Get in touch with Anna:
www.reimom.com
www.greaterpurposecapital.com
https://www.facebook.com/annakelleyreimom
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Alicia joined her husband, Justin, in real estate full time in August of 2016, coming from a high-end millwork and construction company where she worked for nearly a decade. With a degree in interior design and many hours spent with homeowners, contractors, and vendors, it was a natural progression in her career to come aboard in real estate. Following the loss of nearly everything they had in 2013, it's taken grit and persistence to dig out and get to the level of success they have today. They run a successful real estate team and help people buy, sell, and invest all over Massachusetts and Connecticut. They personally invest in multi-family properties, and flip houses and condos ranging from minor rehab to full gut rehabs. They created a 501(c)3 non-profit and help local families during the holidays when things can be especially trying when times are tough. Alicia was named a Regional Cultural Ambassador for all of New England Keller Williams offices for 2020. In addition to being a wife and business partner, she is also the mother of a high-energy 6-year-old, Jackson. She enjoys spending time with family, baking, trying out new recipes, downhill skiing, hiking, traveling, and tap dancing.
Get in touch:
https://www.thejarboegroup.com/
http://www.thejarboefoundation.org/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Adrian Smude has been investing in real estate since he became an accidental landlord in 2002. Adrian attempted to invest again, but his second home ended as a short sale. After 11 years of being a hobby landlord, he discovered his passion for real estate through REIA meetings. Adrian switched his investing niche to Mobile Homes with Land and has been following this path ever since. He is a part of 3 masterminds, including a high level mastermind which he hosts. In addition, he is the Best Selling author of HOW TO BUY MOBILE HOMES and teaches about his success and failures.
Get in touch with Adrian: www.adriansmude.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Do you know anyone that’s worked with Sir Elton John or Elon Musk, sent people down to see the wreck of the Titanic on the sea bed or closed museums in Florence for a private dinner party and then had Andrea Bocelli serenade them while they eat their pasta – you do now Quoted as “The Real Life Wizard of Oz" by Forbes and Entrepreneur Magazine, Steve Sims is a best selling Author with "BLUEFISHING - the art of making things happen”, sought-after coach, rated as the No 22 best speaker in the US speaker after keynoting at a variety of networks, groups and associations as well as the Pentagon and Harvard – twice!
Get in touch with Steve:
Podcast – The Art of Making Things Happen - https://www.stevedsims.com/podcast/
The Book – Bluefishing – The Art of Making Things Happen - https://www.stevedsims.com/book/
FaceBook: https://www.facebook.com/groups/stevedsims/
Twitter: https://twitter.com/stevedsims
IG: https://www.instagram.com/stevedsims
Linkedin: https://www.linkedin.com/in/sdsims/
Youtube: https://www.youtube.com/stevedsims
Website: http://stevedsims.com
His NFT - https://opensea.io/collection/stevedsims
Join his inner circle – The Sims Distillery - https://simsdistillery.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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David Robinson helps people overcome imposter syndrome, turn self-doubt into self-confidence, and finally face what’s really “holding them back” …themselves. He does this work as a Professional Storywork Coach.
Get in touch with David: https://www.workyourstories.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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The Apartment Guy , Bruce Petersen, is a best selling author, speaker, educator and a syndicator of commercial and multi-family properties throughout Central Texas and Tennessee. Bruce targets assets in dynamic markets, from stabilized to totally vacant and everything in between, where there is a strong value add component or stable cash flow. He was awarded the Austin Apartment Association’s Independent Rental Owner of the Year for 2016 and the National Apartment Association’s Independent Rental Owner of the Year for 2017 as well as Think Realty's Multifamily Investor of the Year 2019. Bruce has been featured by Million Acres (a Motley Fool service), Forbes, Entrepreneur and Business Insider and is the owner and founder of Streetversity.com, an online real estate and business education platform.
Get in touch with Bruce:
www.streetversity.com www.apt-guy.com https://amzn.to/3uhpZaf
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Austin Linney is a former service industry veteran of 20+ years, turned serial entrepreneur, real estate investor, mindset and business coach. He is the host of the weekly podcast, Construct Your Life With Austin Linney. When he’s not building businesses, growing his expansive network of who’s who in the leading industries, providing massive value each week with his podcast or helping his coaching clients achieve a breakthrough. If you're an entrepreneur, wanting to start a business, wanting to improve your mindset through coaching or you just want to have a heart to heart conversation of how to overcome the odds, Austin can help you get where you want to go.
Get in touch with Austin: www.austinlinney.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Ashley purchased her first rental property in 2014 and since then has grown her buy and hold portfolio to over 30 units. She has experience in residential and commercial properties. She accredits much of her success to the use of partners on several real estate deals and creative financing. A new venture outside of real estate that Ashley took on was opening a Wine & Liquor Store into one of her remodeled buildings. Ashley became passionate about real estate after quitting her staff accountant job to work as a property manager. Within several years Ashley had created two property management companies that she ran for over 5 years. Her specialty was creating systems to work efficiently and remotely within the companies. Currently, Ashley outsources the property management and spends her time educating new investors and finding deals to rehab and turn into rentals. She finds properties that can be purchased under market value then adding value to them by either raising rent, rehabbing or cosmetic updates. Current projects include rural cabins being rehabbed to turn into short term rentals, a mobile home park under contract and seeking a campground acquisition. Ashley is the co-host of the BiggerPockets Real Estate Rookie Podcast where she has the opportunity to learn from and educate new investors. When Ashley isn’t behind the mic she is raising 3 boys on a dairy farm in rural Buffalo, NY.
Get in touch with Ashley: BiggerPockets.com/realestaterookie Instagram.com/wealthfromrentals
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Anthony Vicino is a best-selling author, real estate investor, and serial entrepreneur committed to helping people maximize their Return on Life. He is the co-founding partner of Invictus Capital, a multifamily acquisition firm based in Minneapolis, MN that provides busy working professionals with the opportunity to Invest Better. As the host of the Multifamily Investing Made Simple podcast and author of Passive Investing Made Simple, Anthony firmly believes investing shouldn't be complicated, scary, or overwhelming.
Get in touch with Anthony:
www.invictusmultifamily.com
www.anthonyvicino.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara Audio
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Peak Financing CEO, Anton W. Mattli, has decades of experience in commercial and investment banking, private equity, and commercial real estate. After graduating from Zurich Business School in banking and finance, he held senior management positions at major financial institutions in New York, Tokyo, Hong Kong, and Zurich. During that time, Anton was heading a bank branch, managed cross-border teams, financed and restructured commercial real estate worth several billion U.S. Dollars, and oversaw loan portfolios consisting of aircraft and ocean transport vessels. Anton also directed the structuring of complex cross-border commodity and trade finance transactions for Fortune 500 companies. Over the last 15 years, Anton has been advising family offices, high net worth individuals, as well as private investment funds, facilitating their direct investments in commercial real estate across Europe and the United States, including several hundred million dollars in multifamily developments and acquisitions.
Get in touch with Anton Mattli: https://peakfinancing.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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In this special episode of the Know your WHY podcast, Dr. Jason Balara and his wife Kaycee are talking about how they got started in Real Estate. They also explain the reasons why they choose Real Estate over other investment opportunities and most importantly what keeps them going on and on!
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Hunter is a full-time real estate investor, and founder of Asym Capital (“AY-SIM"). Since founding Asym, Hunter has helped more than 400 retail investors acquire over $150,000,000 of mobile home parks, self-storage, retail, office, ATM machines, and cryptocurrency assets. Hunter is also the host of the Cash Flow Connections Real Estate Podcast which has received over 1,000,000 downloads. He also wrote Raising Capital for Real Estate which hit #1 on Amazon in Real Estate Sales and Selling.
Get in touch with Hunter: www.100ktoinvest.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Brett Swarts is the Founder of Capital Gains Tax Solutions. He is a licensed California Real Estate Broker who holds series 22 and 63 licenses and Host of 2 Podcast, Capital Gains Tax Solutions Podcast and Expert CRE Secrets Podcast. Each year, he equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations. His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 1031 exchanges and $88,000,000 in closed commercial real estate brokerage transactions. He’s an active commercial real estate broker and investor with brokerage experience and ownership in multifamily, senior housing, retail, medical office, and mixed-use properties.
Get in touch with Brett: www.capitalgainstaxsolutions.com If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Julie Ann Peterson is the Senior Director for Old Capital Lending - leading Nationwide Mortgage Broker. She closed about 6000 loans so far and 1.2BILLION every year. Julie Ann is also a GP and LP Investor. She loves to play Pickleball, she's a Cycling Champion and a dedicated hiker. Her biggest success if being married for 25 years and mom of 4 great kids.
Get in touch with Julie Ann: https://oldcapitallending.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Jeffrey, Kenneth, And Kerwin Donis built a portfolio of cash-flowing rentals and a six figure business as single family real estate investors. The Donis Brothers are passionate about helping others reach their financial goals through real estate investing. You can check out their podcast– the Real Estate Monopoly - where they interview professionals who are dominating the real estate industry. Their multifamily portfolio consists of 600+ units across the southeast. Get in touch with them: www.donisinvestmentgroup.com @donisbrothers on all platforms
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Heidy is the Co-Organizer of Boston Wealth Builders, a local networking and educational platform for real estate and financial literacy. As a female real estate investor and developer, Heidy is a big proponent of supporting other women in this male dominated industry. Through the Wealth Builder platform, Heidy individually organizes WIRE (Women In Real Estate) networking nights to shine a light on female accomplishments and make connections within the industry. Heidy is also the Acquisitions Manager at J&J Companies, Inc and is a licensed real estate sales agent. She speaks Spanish fluently.
Willie believes in giving back to the community he grew up in. Bucking the gentrification trend where lower income families are forced to move out of the neighborhoods they have been in for decades for lack of affordable housing, he focuses on building multi-family units that are upgraded and suited for the community. In 2019, he was also awarded by the City of Boston the Mayoral Certificate of Recognition For his leadership as the organizer of Boston Wealth Builders and his commitment to educating communities on financial freedoms through real estate.
Get in touch with Heidy and Willie:
http://jjcompanies.com/
https://mandrellco.lpages.co/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Bill has been a multifamily owner/operator for 17 years. He has two Amazon best selling books on the subject. Bill began his real estate carrier with a duplex and has since created a large, vertically integrated portfolio including a management company. His first 402 units were all bought with creative financing and no traditional lending. He is now the COO of Broadwell Property Group and founder of www.realestateraw.com.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Best-Selling Author of a dozen books on personal finance, investment and retirement strategies, Damion is on a mission to free 1 million people from financial bondage.He hosts the Financial Underdogs podcast, ripping conventional wisdom apart for the Main Street investor looking for truth about money and investing.Not only has he started 50+ companies, he even founded his own martial art, Yokido®.Damion developed the ultimate investor retirement tool called the eQRP®. His strategy gives individuals total control of their retirement money to invest in real assets like real estate, gold, and crypto.
Get in touch with Damion: www.eqrp.co
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Married father of 4 from SoCal. Works in thr medical field as a Respiratory Therapist for 20 years. Strated investing in Real Estate 15 years ago. Finally found his niche investing in lucury Short Term Rentals. In 3 short months of his 1st STR, his wife was able to quit her W-2, in 18 months he has scaled to 5 STRs with 2 more being built.
Get in touch with Alex: https://www.facebook.com/groups/healthcareprofessionalsinvestinginrealestate/?ref=share
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Michael Porche is a Short Term Rental owner & investor, founder of STR Legacies, LLC and founder of Escape and Stay Property Management. Michael helps educate real estate investors on how to acquire STRs, as well as how to self manage their properties. Michael started off as a Fire Fighter for the city of San Diego. He loved his job; it was his dream job. However, he quickly found that he was sacrificing too much time away from his family to provide for them. So he asked himself " What is the best way to create passive income?" This is when he discovered Real Estate investing, specifically in the growing market of Short term rentals. As an STR practitioner, Michael provides his coaching and education services to anyone looking to build their legacy through Real Estate investing. "Your Freedom is just one STR away!"
Get in touch with Micheal:
www.strlegacies.com
www.michaelporche.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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LANE KAWAOKA has been investing for over a decade and now controls 8,000+ units ($1B+ AUM). As owner of CrowdfundAloha.com, SimplePassiveCashflow.com, and ReiAloha.com, Lane is responsible for finding investment opportunities, analysis, and marketing. Mr. Kawaoka obtained a BS in Industrial Engineer and MS in Civil Engineering and Construction Management from the University of Washington. In addition to an analytical engineering background, Lane has real world experience in working as a project manager for over $250 million dollars of capital construction projects in both the public and private sector. Working as a high paid professional in Corporate America and frustrated by the traditional wealth building dogma, Lane was compelled to inspire and mentor other working professionals via his Top-50 Investing podcast at www.simplePassiveCashflow.com.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Harry Nima Zegarra, MD, FCCP Co-Founder and Manager of Nima Equity Harry is a Pulmonary & Critical Care Medicine Physician, real estate investor, entrepreneur, co-founder and manager of Nima Equity LLC, a commercial real estate syndication company where he helps physicians to earn passive income, lower taxes and achieve financial freedom. Harry has experience in rental properties and currently owns and manages 9 properties across the DFW metropolitan area. Harry is General Partner in 784 units in 4 different States. Harry met his wife Mitsi in Medical School in Peru and they finished their training in Pennsylvania and Virginia. Harry currently works at a tertiary medical center in Dallas, TX. Harry and Mitsi love the outdoors. They have 2 boys, who love playing basketball and soccer. They love to vacation and travel to Cancun and Florida where they enjoy time at the beach, Disney or Legoland. Harry is also an avid runner.
Get in touch with Harry:
www.nimaequity.com https://www.youtube.com/channel/UCBYyErh18CHP_78YzuNoKqg https://www.facebook.com/nimaequity/
https://www.linkedin.com/company/nima-equity/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Nic McGrue is a securities attorney at Polymath Legal. He has assisted in over 100 syndications or funds, allowing his clients to acquire more than $800MM in assets.
Get in touch with Nic: www.polymathlegal.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Kent is a former management consultant, corporate executive, and startup owner. After successfully exiting his first company, Kent turned his focus to real estate. Now, Kent is the CEO of Hudson Investing, a multifamily investment firm which helps busy professionals scale and diversify their real estate portfolio with cash flowing, wealth building assets. Kent can share his entrepreneurial journey, how he left his W2 job, and the lessons he’s learned building two companies. He is looking to provide an impactful interview full of practical tips that business owners and new entrepreneurs can implement to expedite their success.
Get in touch with Kent: www.kentritter.com
Instagram: @ritteronrealestate
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Josh is a multifamily syndicator who specializes in helping investors use their retirement funds to passively invest. As a general partner on over 1,300 units across the country, Josh runs Wall to Main, where he provides education and investment opportunities aligned for IRAs, 401k's and everything in between. He has been a general partner on 13 properties across 8 deals and built the real estate industry's only UBIT calculator to better inform investors
Get in touch with Josh: www.walltomain.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Jason is an active Real Estate Syndicator and Real Estate Investor. Jason and his wife Pili founded Yarusi Holdings, a multifamily investment firm with over 1100 units acquired since 2016. The firm repositions properties through operational efficiencies, moderate to extensive renovations and complete rebranding. Jason also hosts The Multifamily Live Podcast a podcast that provides actionable content and tools to build and strengthen your multifamily business. Jason is founder of the New Jersey Multifamily Live Club with over 2,500 members that focuses on Real Estate Syndication and Multifamily Investing and trains other on the success formula to buying apartment buildings at www.7FigureMultifamily.com. Jason has started and exited multiple businesses in the past 15 years and his family construction business has a niche industry position in raising and moving structures. The company has elevated over 2,000 homes in the last 7 years alone. Beyond real estate Jason spends his time with his wife Pili and 3 young kiddos Luke Lily and Leo and is an avid crossfitter and now lives in Tennessee.
Get in touch with Jason Yarusi:
www.yarusiholdings.com
www.yh.investnext.com
www.7figuremultifamily.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Chris is the Founder of JAG Communities & JAG Capital Partners which is a vertically integrated multifamily focused investment firm based in Jacksonville, FL. Chris started investing in real estate in 2016 by attempting to flip houses in Long Island, NY. After months of failing, he attempted out of state flips, purchasing tax deeds, and finally found his footing in multifamily. Chris joint ventured on just over 100 units, before joining Toro Real Estate Partners as their head of Florida operations. Toro purchased 4000 units worth $300 mil, with 1000 units in Florida over 4 and half years. Chris eventually left Toro in Nov 2020 to start his own company which owns and manages small to mid-sized apartment complexes in the Jacksonville, MSA. JAG Communities currently owns and manages 60 units worth $6+ million, with a 10-year vision to scale to $500 million AUM.
Get in touch with Chris:
https://instagram.com/chris.grenzig
https://www.linkedin.com/in/chris-grenzig/
https://www.facebook.com/GrenzigChris/
https://www.biggerpockets.com/users/ChrisG149
https://www.tiktok.com/@chrisgrenzig jag-communities.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Ligia and Mike Deaton found in each other perfect partners in business…and life. In 2016, leveraging decades of experience in Fortune 50 multinational companies, they chose to stop trading their time for money and became entrepreneurial partners. They have successfully ramped up a million dollar real estate company focused on acquiring and selling rural residential land across the southwestern US in order to help people achieve their dreams of land ownership. And in 2020, they launched Deaton Equity Partners to acquire and operate multifamily properties as a perfect pairing to their land business - combining passive income and tax benefits. Mike & Ligia are partners in over 1,100 units and growing. Their mission is to help others live their best lives - whether it is helping clients finding the perfect mountain property, working with investors to build a life-changing passive income stream or improving multifamily communities. When they are not helping others manifest their best lives, you can find Ligia and Mike living their lives to the fullest in the great outdoors and enjoying the four beautiful seasons of Colorado in the Rocky Mountains.
Get in touch with Ligia and Mike Deaton: http://deatonequitypartners.com/freedom
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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In this special episode of the Know your WHY podcast, Jason talks about the importance of your WHY. This is a crucial step in achieving success. Discover how he overcomes many challenges in his life using the power of his WHY.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Isra O. Banks, NCARB, LEED AP BD+C: is a registered architect in the Commonwealth of Massachusetts, founder, and principal of Trivek Architects, and a faculty at Boston Architectural College. She received her Master of Architecture from Boston Architectural College. Isra has over fifteen years of experience designing large and medium scale projects ranging from $2M to $57M in Boston, Dubai, and Abu Dhabi. With a focus on mixed-use, sustainable and viable neighborhoods, dormitory, and hospitality.
Get in touch with Isra Banks: https://www.trivek-architects.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Clint Turner here, Full time Land Investor and Land Coach. After joining corporate America I quickly realized there was a better way to generate wealth for my family. 5 years ago at the age of 22 I formed my land business, Away Land Co, with only $15,000 (a loan from my grandpa!) Since then I have built an amazing team of 5 remote employees. This year I'm working on scaling from 7 to 8 figures. I started my consulting business, Learn Land, in late 2019 when I realized how many land investors were struggling with marketing online. Since then I have helped hundreds of clients scale their land businesses through prerecorded trainings, memberships, and one-one-one coaching.
Get 20% off his new A-Z course on Land Investing: https://programs.learn.land/offers/fLf5JCQX?coupon_code=LARKPODCAST CODE:LARKCAPITAL
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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“Rich is an active real estate investor and entrepreneur holding a portfolio of apartment buildings and short-term rentals valued in excess of $35M. Rich started his real estate investing journey by cashing out his 401K to buy his first apartment building, and today Rich has grown his portfolio to over 350 units and has left his corporate job for good. Rich co-hosts a weekly real estate investing podcast, “The Multifamily Takeoff”, where he interviews top real estate investors and industry experts from all over the world. He also co-hosts a monthly real estate networking event in his local city of San Diego. Most recently, Rich founded FortuneCribs as he discovered a shortage of sophisticated, performance driven operators and a growing need for an all-in-one acquisition, design and management firm in the short-term rental space. A graduate of California State University San Marcos College of Economics, Rich is passionate and eager to leverage his network and expertise to help you maximize your returns and grow your real estate portfolio.”
Get in touch with Rich Somers www.fortunecribs.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Are you stuck in the Matrix? Many of us are silently asking ourselves, is there more to life? Jerome Myers (a/k/a "J") is a developer of people and places. He is the founder and Chief Inspiration Officer of two ventures. DreamCatchers is a boutique coaching firm that supports first and second generation wealth creators self actualize and attain transcendence, and The Myers Development Group, where we help ordinary people invest in multifamily real estate in a way that creates generational wealth. Through these entities he gets to live out his childhood dreams of helping people manifest the things they imagine and he is the evidence that dreams should be real. Since leaving corporate America after building a 20MM division, J has become one of the most sought after thought leaders in the multifamily development space. His company, The Myers Development Group, built a multi-million-dollar portfolio following the principles of Myers Methods. This success has led to him being featured on top podcasts such as Best Real Estate Investing Advice Ever with Joe Fairless, Apartment Investing with Michael Blank, Multifamily Investor Nation with Dan Hanford, Target Market Insights with John Casmon, and at least two dozen others. Although he's often told that he makes investing look easy, the people closest to him know the road wasn't without challenges. So, he created Myers Methods, a real estate education company, to dispel many of the myths related to the industry and educate investors on his 4-step process to owning and operating apartments.
Get in touch with Jerome: www.jeromemyers.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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lessandra Thompson is a 25 year old Real Estate Investor and Analyst for Yarusi Holdings as well as Managing Member of Authentic Acquisition. From her experience in selling solar panels door to door to being a Senior Manager of Operations at a Startup, she quickly realized that she needed to take control of her freedom. She ended up finding her mentors on Clubhouse and left her “stable, secure job” in California to move to Nashville alone to get hands-on experience with them and be in close proximity to her market. Her mission is to continue to scale her portfolio. The words she lives by are “success lies on the other side of fear” and truly believes life begins when we step outside of our comfort zone.
Get in touch with Alessandra: http://instagram.com/invest_with_aless
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Justin grew up on a small farm in a very small town in central Pennsylvania, and after graduating from college he found himself working in the recruiting industry, which he has remained in for the last 15+ years. In January 2020 he left a very stable, six figure salaried job to start his own recruiting firm (Hire Tomorrow) and a Real Estate Investing Business (Great Venture Capital) – not great timing to be starting a recruiting business in 2020 when the world shut down with Covid and no one was hiring. But over the last 2 years he has grown his recruiting business to a very sustainable level and has been able to acquire 340 multifamily units, as a general partner, across 2 states. He is passionate about helping those working W2 jobs, who thought real estate investing was only for the ultra-wealthy, or for people that have a lot of extra time on their hands, get access to this amazing asset class. Accomplishments: - Betting in myself to leave a stable job to start my own business - Buying our first rental property 5 hours away without seeing it – work with a great team!
Get in touch with Justin:
www.GreatVentureCapital.com
www.HireTomorrow.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Matthew Wahlstrom is a licensed Realtor® in Virginia and Washington D.C. As a former business consultant, serial entrepreneur and real estate investor. Matthew specializes in creative real estate financing and investing, contract negotiations and strategic marketing. Matthew’s business acumen has fueled his passion for entrepreneurism over the years, and in turn has yielded some incredible opportunities early in his career. Over the years, Matthew has built a successful network of local business owners, executive-level business associates, and investors. Matthew’s deep-rooted passion for building relationships, paired with several successful real estate investments became strong supportive pillars towards Matthew’s decision to pursue a career in real estate. Outside of business, Matthew continuously seeks out life’s greatest challenges with yearning enthusiasm. Matthew is a multiple time off-road racing competitor with participation in notable events such as “The Baja 1,000, The Baja 500, Vegas to Reno and the San Felipe 250.” Matthew holds a brown belt in Brazilian Jiu Jitsu and is a multiple time gold and silver medalist with over 4 professional mixed martial arts fights. Matthew is also an inventor and holds two fully granted patents from the United States Patent Trademark Office. Matthew currently lives in Warrenton Virginia with his wife Jessica and their two boys Tyler and Jett. Matthew and his family love the outdoors, traveling the world and working with a variety of charitable organizations.
Get in touch with Matthew: https://pearsonsmithrealty.com/agent/wahlstrom/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Lee was practicing physical therapist when he realized his true passion was building his own business and investing in real estate. He took this passion and considerable action to quickly build a portfolio with several small apartment buildings. He was able to quickly reposition this portfolio, bring it full cycle, and provide an incredible return for his investors. Today, Lee is focused on syndicating larger apartment buildings. He is the founder and visionary behind Threefold Real Estate Investing, and he’s committed to forging a path that will generate incredible wealth and opportunity for all involved. My biggest achievement is accepting Jesus Christ as my savior. My second biggest achievement is convincing the woman of my dreams to marry me. My third biggest achievement is raising two amazing kids (they're great so far).
Get in touch with Lee:
threefoldrei.com
linkedin.com/in/lee-yoder-25793215a
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Tim is a 16 year veteran of the New York City Fire Department (FDNY) and currently serves as a lieutenant in the borough of Queens. Until recently, he also worked part-time as an emergency room RN at a level 1 trauma center. He brings years of real world management and leadership experience to his real estate investment career. Tim’s initial goal with real estate was to create passive income and in turn, be able to spend more time with his wife and three little girls. After partnering on a multifamily property he saw first-hand the power of real estate investing as an opportunity to create passive income and build wealth for his family. He started Cityside Capital with the goal of not only growing his own portfolio but also to help others realize the power that real estate investing can have on creating passive income and building wealth. Cityside Capital has co-sponsored over $280 million of multifamily assets including nearly 1700 multifamily units. Tim has also invested as a limited partner in 256 multifamily units in Texas and in a large retail super center in Tennessee.
Get in touch with Tim:
www.citysidecap.com
YouTube Channel: https://www.youtube.com/channel/UCTtaK4KtJAyrKZLjRxEfLFA Podcast: https://apple.co/3m874LV
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Casey Forrey is a fitness trainer, addiction recovery counselor and business owner. His diverse background, which runs the gamut from athletics to culinary school all helped contribute to his current mindset. The mindset that has passionately and intentionally created a culture of support and encouragement at the gym he owns, Superior Barbell Club. Casey loves helping people and he aspires to be in a position to train underprivileged youth for free.
Get in touch with Casey:
https://instagram.com/strengthbycasey
www.superiorbarbellclub.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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In this episode, Marc is explaining how you can start your own podcast with and without the help of a professional. Marc is the CEO and Creative Director of Stupid Simple Digital Marketing. He's specialised in producing real estate podcast,
If you wanna know more about Marc and his podcast production services:
www.stupidsimpledigitalmarketing.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Matt Picheny is a real estate investor, Tony award winner, and author of the #1 best-selling book, Backstage Guide to Real Estate. He is focused on developing passive income streams that enable investors to write their own story and choose how they want to spend their time.
Get in touch with Matt: https://picheny.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Jason is an active Real Estate Syndicator and Real Estate Investor. Jason and his wife Pili founded Yarusi Holdings, a multifamily investment firm with over 1100 units acquired since 2016. The firm repositions properties through operational efficiencies, moderate to extensive renovations and complete rebranding. Jason also hosts The Multifamily Live Podcast a podcast that provides actionable content and tools to build and strengthen your multifamily business. Jason is founder of the New Jersey Multifamily Live Club with over 2,500 members that focuses on Real Estate Syndication and Multifamily Investing and trains other on the success formula to buying apartment buildings at www.7FigureMultifamily.com. Jason has started and exited multiple businesses in the past 15 years and his family construction business has a niche industry position in raising and moving structures. The company has elevated over 2,000 homes in the last 7 years alone. Beyond real estate Jason spends his time with his wife Pili and 3 young kiddos Luke Lily and Leo and is an avid crossfitter and now lives in Tennessee.
Get in touch with Jason Yarusi:
www.yarusiholdings.com
www.yh.investnext.com
www.7figuremultifamily.com
If you want to know more about
Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
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After losing both of his parents to cancer by the age of 16 and spending years in the "rat race" John realized there had to be a better way. John started pursuing financial education in late 2014 and by 2016 started his real estate portfolio with a fourplex by pulling money OUT of his Roth IRA. In 2019 he left his "safe and secure" sales job to pursue real estate and entrepreneurship full time, expanding his portfolio across 5 states in the US and 2 additional countries.
Get in touch with John:
https://www.wealthandfreedomnexus.com/about.html
Podcast https://podcasts.apple.com/us/podcast/the-wealth-and-freedom-nexus-podcast/id1594775665
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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In this episode, Marc Picard talks about 5 mistakes lots of investors make on Social Media. Marc is a Real Estate Podcast producer and founder of Stupid Simple Digital Marketing. His agency uploaded more than 1000 episodes just last year and he oversees the social media marketing of several RE investors from the USA, Canada and Europe.
0:00 Intro
2:01 Mistake #1: Not taking the time to learn about social media in general.
6:00 Mistake #2: Not spending enough time on listening to their audience.
13:33 Mistake #3: Buying followers and/or doing follow to follow
17:16 Mistake #4: Wrong or no Hashtag strategy
20:06 Mistake #5: Over interacting VS not interacting enough
24:49 How can an investor seek help regarding social media marketing?
Get to know more about Marc: www.stupidsimpledigitalmarketing.com
Instagram: @marc.antoine.picard
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Grant Warrington is full time Real Estate Investor, Property Manager & Realtor in Southeast Michigan. He started with very little money, limited knowledge and 1 single family rental. He quit his 24 year career job to take a pay cut to get into full time property management and oversaw around 800 units. Then came his second pay cut when he quit the property management job and gave up the W2 safety net to follow his dream of working full time in Real Estate and not having a boss. He accomplished this in 4 ½ years and he now personally owns and self manages with his wife Monika their 41 unit portfolio.
Get in touch with Grant: www.grantwarrington.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Chad has been an industrial real estate broker since 2005 and an active property investor since 2014. As a member of a global commercial real estate company and a partner with his local firm, Chad has completed over 500 deals with clients ranging from small companies to large institutional owners. Chad has been a guest on more than 20 podcast shows as well as being interviewed numerous times by national media. Chad holds both SIOR & CCIM designations, an MBA and is proud to have recently been named an Industrial Influencer by GlobeSt.com.
Subscribe to Chad's youtube channel: https://www.youtube.com/c/ChadGriffithsCRE
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Dan Lewkowicz is a seasoned real estate veteran with over 15 years of experience in many facets of the real estate industry. Starting his career “house hacking” he quickly moved on to flip houses in and around metro Detroit and eventually created a company called Renaissance Real Estate Ventures which specializes in the acquisition, financing, renovation, and resale of single-family residential properties in the booming city of Detroit, Michigan. Before forming The Lewkowicz Group of Encore Real Estate Investment Services, Dan was a Senior Advisor at Fortis Net Lease specializing in commercial real estate investment sales. Dan is also a former business development executive for Amazon in Detroit Michigan. Currently, Dan is Senior Director of The Lewkowicz Group of Encore Real Estate Investment Services and specializes in shopping centers, medical office buildings, industrial fulfillment centers, quick service restaurants and automotive repair and parts stores. Of lesser known fact, Dan possesses industry leading knowledge on cannabis cultivation and its impact on the economy in general, and industrial commercial real estate specifically. An expert on Multi-Family and the current economic undercurrents facing this asset class in today’s #postcovid world, Dan often expresses the incredible opportunities for investors of all sizes. Dan has four lovely children and resides in Birmingham, Michigan with his wife Brady Lewkowicz and enjoys running, boxing, lifting weights, yoga, and playing acoustic guitar.
Get in touch with Dan:
www.DanOnTop.com
www.CREPROCourse.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Anthony Morolda is the Co-Host of the Building Men podcast. He is a certified personal trainer having worked in the fitness and nutrition industry for over a decade while helping countless individuals of all ages and athletic abilities overcome their physical, mental and emotional barriers to success. Anthony uses his knowledge of breath work, mindfulness and meditation practices coupled with his deep understanding of the physical and spiritual space to help others develop a heightened sense of emotional awareness and incorporate steps to improve various aspects of their lives. He hopes that by sharing his knowledge, his experiences with anxiety and depression and his passion in learning from others, he can create a platform to break down the barriers that hold us back.
Get in touch with Anthony:
Website: https://www.buildingmen.io/
Instagram: @coachanthonymorolda
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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In this episode, Dr.Balara does a short review of 2021 and will also take a dive into what is upcoming for himself and his family in 2022. Lots has happened in the past year and lots will happen next year. Always remember, if you have a strong WHY, you will overcome any possible challenges.
Happy new year and thanks for listening to the Know your WHY Podcast.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Tim Vest has 15 years in real estate investing and development. From partnering with developers to develop raw land to purchasing and investing in single family rentals, fix and flips and multifamily. He is currently an owner and partner on multiple apartment communities. Outside of his passion for Real Estate, Tim has also had a 20+ year career in Technology, founded multiple startups and enjoys music, sports, travel and an active lifestyle. Of course, none of this would be possible without the amazing support from his wife of 20 years, Sara, and their challenging, but very awesome, 13-year-old daughter, Payton.
Get in touch with Tim: www.harvestpg.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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In this special episode, Dr. Balara breaks down Lark Capital's first multi family deal, 76 units in Decatur, Georgia.
If you are interested in Real Estate syndication and you are just starting, this episode is made for your.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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This podcast is produced by Stupid Simple
Jorge Abreu is a Full-Time Multifamily Real Estate Investor and CEO of Elevate Commercial Group. He focuses on 100+ Units C & B class properties & also do new development projects. He currently has 4,443 Doors and $375M under management, check out their current investments at www.elevatecig.com .
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Dennis is the founder and CEO of Building Men, a motivational destination for real talk about purpose, mindset, relationships, connections and the foundational building blocks to success. A former teacher, coach, principal and member of the Enlifted Team, Dennis now works with individuals, schools and organizations all over the country providing professional development, assembly programming, motivational speaking and life coaching. He specializes in helping individuals rebuild themselves after experiencing difficulties in life, such as the loss of a job, childhood trauma, separation or divorce. Dennis helps individuals overcome the use of soft talk, negations, projections, and the victim mentality by supercharging affirmations, breathing better, and becoming the architect of their story and their lives!
Get in touch with Dennis: https://www.buildingmen.io/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara Audio
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Guido Nunez is a real estate entrepreneur, who has been featured in many podcast, and most recently spoke at the Multi Family Masters Summit. Guido is a investor, inside 200 doors, as a solo active investor, JV, or General Partner (GP). Guido has over 20 years experience in the consumer products industry, with top tier global companies, like Unilever. Most exciting he has reached this level of investment, while holding his full time W2 job.
Get in touch with Guido:
Instagram: @theW2Investor
Online Meet Up Group: "Multifamily Masters Meetup - Orange County and More!" www.meetup.com
Facebook: Guido Nunez
Email: Guido@theW2Investor.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Luc’s educational and professional experience is in the Architecture, Engineering, & Construction industry. His varied and in-depth experiences range from project management, to business development, to strategic initiatives. His inherent systems thinking strengths, coupled with forming customer relationships and business strategy experience enables him to identify opportunities and lay out tactics to leverage solutions. He has been involved with projects valued at over $750MM over the last 8 years. He is a limited partner in 445 units across two assets in Texas (totalling $36.8MM), is part of the National Black MBA Association and African American Real Estate Professionals. His goal in real estate is to create generational wealth, leave a legacy, and provide a better life for his family.
Get in touch with Luc: https://makeitraincapital.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Eric Nelson is from southwest Colorado and is the principal of Wild Oak Capital and is actively looking for partnerships and syndication opportunities. Eric has been investing in real estate for over 10 years, and currently owns over 3.5 million dollars worth of real estate with his wife. Eric is also the host of the Real Estate Mindset Podcast. Eric loves the outdoors and enjoys spending time with his wife and 2 young boys.
Get in touch with Eric: https://www.wildoakcapital.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Believer, Father, Lawyer, Multifamily Apartment Syndicator and Investor, People connector, Status-quo hater, Strategic planner/Action taker, Pilates studio owner, Entrepreneur wannabe. Yosef has a vision to take back the control of his T/P/O (Time, Place, Occurrence) through financial freedom. He started a journey of acquiring cash-flowing multifamily apartments as a tool to create multiple passive income streams and to achieve generational wealth. Along this journey, he wants to help others crush their limiting beliefs, and to empower them to become better version of themselves to live their lives on their own terms through investing in passive income generating assets. As a managing partner of Syndicro & Partners Capital, Yosef and his partners focus on acquiring 50 to 150-unit multifamily apartments that are underperforming with high upside. His team strategically reposition the properties and manages them ensuring that the properties are maximizing their cash flow potential. Yosef is exceptionally efficient in busin ess system creation, legal due diligence, strategic planning, negotiations, and investor/partner relations. He loves to network and talk about life, purpose, family, vision, goals, relationship, motivation, business, planning and building systems. Oh.. and food and travel!
Get in touch with Yosef:
Email: esquire@syndicro.com
www.syndicro.com
www.yosefhlee.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Yonah is a powerhouse with property owners' tax savings. As Business Director at Madison SPECS, a national Cost Segregation leader, he has assisted clients in saving tens of millions of dollars on taxes through cost segregation. He has a background in teaching and a passion for real estate and helping others. He’s a real estate investor and host of the top podcast Weiss Advice. Having 6 kids! Creating an amazing CRE online community.
Get in touch with Yonah: https://yonahweiss.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Travis Watts is a full-time passive investor. He has been investing in real estate since 2009 in multifamily, single-family and vacation rentals. Travis is also the Director of Investor Relations at Ashcroft Capital. He dedicates his time to educating others who are looking to be more "hand's off" in real estate.
Get in touch with Travis: www.ashcroftcapital.com/travis
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Former dental hygienist turned self taught diy-er... Jacqueline is turning those skills into high cash flow assets and high profit flips that help her live life on her terms and schedule. You probably have stumbled across her great content on social media, if not, take a detour to https://instagram.com/baywopdesign!
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Sunitha is a former professional tennis player and Olympian, turned corporate finance professional and residential real estate investor. Although currently based in Indianapolis, Sunitha started investing in the Midwest while still living in Boston, before moving to Indianapolis in 2019 to more quickly grow her business. She has built a nine door portfolio over the last 3 years while working a full time job and completing Villanova’s MBA program, despite having only sixth grade education.
Get in touch with Suni:
Website:griffixpropertygroup.com
Instagram: suni_rao_
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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In this special episode of the Know your WHY podcast, Jason Balara talks about his on going transition from veterinary surgery to Real Estate investing. You will get to know about what Jason is working on right now. He talks about his self-storage and multi-family deals in progress.
Marc Picard is Jason's podcast manager and digital marketer, he's the founder and creative director of Stupid Simple Digital Marketing. An agency specialised in Real Estate Podcast production and personal branding development. Marc is a retired Cirque du Soleil performer and artistic coach. He's living a minimalist lifestyle in Catalonia, Spain.
Get in touch with Marc: https://linktr.ee/marcpicard
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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Mr. Krone is a Chicago native whose career in architecture began in 1991 by pursuing his Masters of Architecture from the Illinois Institute of Technology. While obtaining his degree, he also worked as a Project Manager for Optima, Inc. During his time at Optima, Krone’s responsibilities included such notable projects as the 400 unit Cormandel in Deerfield, IL, the 40 unit HedgeRow in Winnetka, IL, and the 51 unit Optima Center Wilmette in Wilmette, IL. In 2012, Krone founded Coda Management Group is a real estate asset firm which specializes in managing commercial real estate. Since its inception in 2012, Coda has managed a wide range of assets including multi-family homes, retail, commercial warehouse, multi-use flex athletic spaces, and self-storage. As of 2017, the firm has narrowed its focus on developing, designing and building self- storage. In 2020, they launched their own self storage management company: One Stop Self Storage.
Get in touch with Scott:
www.codamg.com
www.onestopselfstorage.com
info@codamg.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
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J Scott (he goes by "J") is an entrepreneur, investor, advisor, author, and partner at Bar Down Investments, focused on buying and repositioning large multifamily properties. In the past twelve years, J has bought, built, rehabbed, sold, lent-on and held over $70M in property all around the country. J holds advisory roles in several companies and is the author of four BiggerPockets books on real estate investing, including the best-selling, The Book on Flipping Houses.
Get in touch with J Scott: Website: www.ConnectWithJScott.com
Instagram: jscottinvestor
Facebook: jscottinvestor
LinkedIn: jscottinvestor
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
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Esteban Andrade is the Founder of Hesel™️ Media, a lead generation agency that is committed to providing more leads and closings to Real Estate Investors, wholesalers, and top-producing Real Estate Agents. Esteban comes from a background in engineering, graduating from Carleton University and certified in project management. He has years of experience as a project engineer and program manager leading teams of designers, product engineers, and brand development engineers in the automotive world. He started his advertising and marketing career right out of University when he moved to Detroit and fell in love with real estate. He learned first-hand about wholesaling real estate by helping one of the biggest foreign real estate investors in the city, sending him hundreds of opportunities in 5 months. This led to having a profit margin of approximately 22X! This helped him generate about 650K of profit for his first REI client who specifically sold properties to foreign buyers in Detroit. Because his services are so in-demand with top wholesalers, he has started a Facebook Group called, “Real Estate Investing and Wholesaling Marketing & Conversion Mastery.” The group currently has over 1500 members and is growing rapidly. Esteban currently runs a successful Real Estate Investing Marketing Agency and has Joint-Venture deals with many of his REI partners all over the USA.
Get in touch with Esteban: heselmedia.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Eric Martel purchased his first apartment building at just 18 years of age while still at university. After graduation, in his position as an actuary, he was dismayed to see hundreds of company pension plans being rolled over into 401(k)s shifting the retirement risk to employees. This made him reconsider traditional beliefs about saving for retirement. After the Dotcom crash of 2001 Eric started looking for ways to earn passive income and founded MartelTurnkey with his family. Eric now shares what he has learned, so you too, can stop trading your time for money.
Get in touch with Eric: www.marteleric.com
Eric's book: https://www.amazon.com/dp/B08KWM5PW1
facebook: eric.martel.ca
Instagram: e_martel
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.
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Artist: http://audionautix.com/
Quentin D’Souza is a multiple award winning Real Estate Investor, and a trusted authority on real estate investing. He is an Ontario Certified Teacher and holds two university degrees, which includes a Master’s in Education. Quentin has appeared on local and national television and radio, interviewed in national publications, and has been a keynote speaker to large audiences of real estate investors. Quentin is a proud member of the Entrepreneurs’ Organization. His company, Appleridge Homes, uses the Buy, Fix, Refinance, and Rent strategy on long term rental properties in Ontario, Canada, as well as with joint venture partnerships to create win/win relationships on Apartment Building purchases. Quentin owns a real estate portfolio in excess of $80 million dollars of assets under management across Canada and the US and transacted on 80+ properties since 2004.
You can download the first chapter at www.ActionTakerRealEstatePlanner.com
Get in touch with Quentin: https://linktr.ee/qmanrei
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.
https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Leka is a real estate developer and broker based in Seattle, WA. She is the President of Rehabit Homes, Inc. a company focused on residential redevelopment. She has spearheaded hundreds of transactions, developing over $50M in real estate. Leka brings 8 years of experience in construction management and redesign. Her focus has now shifted to developing office and multifamily assets in the Greater Seattle area. Leka has been featured on numerous podcasts and other media including Business Insider and BiggerPockets. She is a chapter contributor in the recently published book 'The Only Woman in The Room'. In an effort to give back to the community, she hosts a popular virtual networking mixer, 'Real Estate At Work' featuring prominent speakers from the industry. Leka moved to the U.S. from India 14 years ago. Prior to investing in real estate, Leka worked at Nordstrom Corporate in merchandise strategy and financial planning.
Get in touch with Leka: www.rehabithomes.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.
https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Having secured his first business license before he was old enough to drink, J. Johnson is no stranger to starting and scaling businesses. As the head of Vetted Investments, he now focuses on real estate development projects to scale entire communities. Raised by a single mother in Philadelphia, J. Johnson is passionate about community development projects that create a double bottom line—profitable returns for investors and positive impact on the local community.
Get in touch with Jeremy:
LinkedIn: http://linkedin.com/in/jjohnsonsays
Instagram: @JJohnsonSays
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Furmother to 2 dogs Lacey and Lincoln , 3 cats Kitty, Cali and Oreo and horse Sugar. Alyssa has worked in the veterinary field for 14 years. She as worked at multiple general practices, laboratory research and currently at a speciality hospital as an anesthesia technician. In addition to working 40+ hours at the hospital, she also pet sits, house sits, and does house calls for administration of medications when owners have difficulty. This all began when she cared for her college roommate's pets when she went out of town. After college, Alyssa and her sister decided to join forces. This additional income allowed her to purchase a condo in Southern California, after years of savings and looking for the best location to call home.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.
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Artist: http://audionautix.com/
The majority of Joe’s 39-year work experience has been in construction, project management, real estate development, and environmental remediation. Joe has been involved in numerous real estate development projects across the United States ranging from turnkey subdivisions, multifamily, 5,000 bed crew lodges, Gulf front condo’s, resorts, commercial buildings, mixed use, and marinas. He has also been involved in some unique projects in several countries in the Caribbean and South America. These projects have ranged in value from $1,200,000 to $100,000,000 plus.
https://cowboyjoe.me/services
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
KAYR (pronounced KAY-R), co-founder of KAYJAY Consulting, is a stellar example of a young professional who has benefited from working on Wall Street and building a multi-million dollar real estate investment company with currently over 100 rental units from scratch. For as long as he could remember, KAYR, a Philadelphia native, wanted to go to college, but being the first to go among parents, siblings and friends meant that he had many obstacles to overcome. KAYR is a real estate investor who has assembled a team of professionals to assist across the initial identification, acquisition and ongoing management of target properties. In addition, he is a licensed real estate sales person, a member of the Homeowners Associations of Philadelphia (HAPCO), an engaging transformational speaker, life coach and business consultant. He held positions at Goldman Sachs, Sirios Capital Management, Raptor Capital Management, and Truist Securities. He is a board member of Philadelphia Young Playwrights, Aucocisco School and The Great Young Society II organization. He was also nominated for the 40 under 40 Leadership Awards Program in Philadelphia. KAYR has a bachelor’s degree in history from Bowdoin College and an MBA from the Tuck School of Business at Dartmouth College.
Get in touch with Kayr: www.kayjayconsulting.net
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.
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Artist: http://audionautix.com/
Ashley Wilson, is the Co-Founder of Bar Down Investments, LLC & HouseItLook, LLC, Best Selling Author of The Only Woman in the Room, Knowledge and Inspiration from 20 Women Real Estate Investors, and a BiggerPockets’ Series Host. She has over ten years of real estate experience and has been involved in over $60 million in transactions within both single and multifamily real estate. Ashley Co-Founded Bar Down Investments, LLC with her husband, Kyle. Ashley leads asset and construction management on her multifamily investments, and has provided operational consulting for several other large multifamily owners throughout the country. Additionally, Ashley & her father, Tom, also have a very successful high-end flipping business in Pennsylvania, HouseItLook LLC, which handles several million in transactions annually. When Ashley is not working on her businesses, she enjoys spending time with her family, including her husband and their two daughters. Additionally, Ashley enjoys competing with her horse, Wow!
Get in touch with Ashley: www.BarDownInvestments.com
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Maria and Lane Koch are two traveling ICU nurses that are chasing financial freedom and using real estate investing to get there. They both did a house hack about 5 years ago but then decided to make it a business in 2020. So far in 2021 they added 3 more properties. They are planning to be financially free in about 2-3 years.
Get in touch with Maria and Lane: Instagram: @nocoastinvesting
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Dr. Jamil Sayegh is an international life, business, and relationship coach, integrative naturopathic physician, master NLP practitioner, and the author of 20 Steps to Your Next Breakthrough. He works with leaders and high performers from all walks of life including world-champion athletes, best-selling authors, entrepreneurs, business professionals, and more to create an extraordinary life without regret. Dr. Jamil has a deep passion to end suffering for as many people as possible by reconnecting them to what’s real, and challenging them to live and love fully. He is a true healer at heart who loves to motivate, empower, and inspire others to take responsibility and action in their lives so they can influence more effectively, expand their contribution, embody their greatness, and make this world a better place because they were here.
Get in touch with Jamil: https://jamilsayegh.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.
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Artist: http://audionautix.com/
Francesca is from Westchester County, NY. Where she lives with her husband and two beautiful children. Francesca has been a school teacher for 22 years. She has been investing in real estate since 2002. Francesca and her husband realized the power of real estate after purchasing their first home, rehabbing and leveraging it to acquire their first investment property. Francesca is currently partnered in over 100 units and actively looking to acquire properties in the southeast. Her goal is to educate and help others learn how they can create passive income through real estate investing. She enjoys spending time with her family, traveling, the beach, and lending a helping hand.
Get in touch with Francesca:
https://www.linkedin.com/in/francesca-apostolou-07a91619b/
https://www.instagram.com/francesca_apostolou/
Website https://niveaupartners.com
https://www.facebook.com/niveauproperties
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Caroline Lauzon is a former Canadian diver part of the National team. She's has worked 18 years as an acrobat for Cirque du Soleil, performed in 4 productions for the company and the oscars in 2012. She currently work for O at the Bellagio. Caroline is now a seasoned real estate agent and loving the transition into this new career.
Get in touch with Caro:
https://caroline-kingvegashomes.chime.me/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/