Lance Edwards' Green Light REI Podcast
In Episode 2 of The Potentializer, Lance Edwards explores the outdated and exhausting model of the 'one-man-band landlord' and introduces a smarter, scalable alternative: the Small Apartment Symphony. Drawing from real examples and his own journey, Lance illustrates how collaboration, platforms, partnerships, and AI create the leverage necessary to scale without burnout. Whether you're just getting started or already in the game, this episode lays out the structure needed to grow your income, authority, and freedom—without doing it all alone.
In this inaugural episode, Lance Edwards introduces The Potentializer, a reimagined podcast born from the evolution of Greenlight REI. With two decades of real estate experience, Lance shares why the traditional real estate coaching model is outdated—and how the future lies in collaborative platforms, small apartment investing, and unlocking untapped potential in people, properties, and partnerships. Whether you're just getting started or scaling your portfolio, this episode sets the stage for smarter, legacy-driven wealth building.
In this episode, host Lance Edwards delves into the world of small balance loans for multifamily properties with guest expert Jack Pomerantz from Walker Dunlop. Jack explains the benefits and features of these loans, including non-recourse terms, interest-only payments, and loan amounts ranging from $1 million to $7.5 million. He also details the eligibility requirements for properties and borrowers, emphasizing the importance of stabilized occupancy and borrower financials. Additionally, Jack highlights the advantages of partnering with experienced investors and accessing Fannie Mae and Freddie Mac's small balance loan programs. The discussion offers valuable insights for those new to small multifamily investments and looking to scale up.
In this episode, Lance Edwards explores the vital role of private money in real estate success with expert Alan Cowgill. Alan shares his journey from corporate America to private lending, explaining the difference between private and hard money lenders and offering tips for finding private lenders. He also discusses deal structuring and provides a free e-book for new and seasoned investors. Tune in for valuable insights to elevate your real estate investing game.
Listen to this concise excerpt from Lance Edwards' weekly Apartment Wealth Nuggets webinar, conducted LIVE with Q&A. Quick shortcuts to small apartment investing.
Listen to this concise excerpt from Lance Edwards' weekly Apartment Wealth Nuggets webinar, conducted LIVE with Q&A. Quick shortcuts to small apartment investing.
Listen to this concise excerpt from Lance Edwards' weekly Apartment Wealth Nuggets webinar, conducted LIVE with Q&A. Quick shortcuts to small apartment investing.
In this episode, Lance Edwards' guest is Aaron Abelson who delves into various aspects of loan products and financing options, specifically focusing on non-recourse loans. They cover borrower qualifications, perception versus misperception, the loan application process, and the underwriting process with lenders. Additionally, Aaron explores the importance of property management companies and provides valuable tips for investors on preparing for the loan application process and managing their transactions. Lance and Aaron conclude with a discussion on the future of rates and the economy. Podcast Show Notes:- 1:33 - Types of loan products and range. 4:21 - Bridge financing to get you into the longer-term stable property. 6:55 - Perception and misperception, borrower qualifications about non-recourse loans. 7:21 - Non-recourse loans 11:04 - Non-recourse loans for the novice investor with limited experience and no liquidity. 11:46 - Example of a non-recourse loan. 12:37 - Why do you need a property management company? 14:53 - The non-recourse loan application process, and the mistakes inventors tend to make. 15:58 - Investors are underestimating these expenses. 18:07 - Different types of underwriting and assumptions by lenders. 21:50 - How to contact Aaron Abelson. 23:13 - How much time should investors budget for this process? 28:07 - Bridge loans to acquire and stabilize it with the intent to go long-term loan. 29:14 - The future about rates and what will happen with the economy. Aaron's contact info Aaron Abelson Executive Director - PGIM Real Estate Aaron.Abelson@PGIM.com 312-636-6187 To receive a FREE copy of Lance's best-selling book, How to Make Big Money in Small Apartments, visit www.FreeApartmentsBook.com
Undoubtedly you've heard about soldiers who have returned from deployments with physical injuries – injured or missing limbs, vision, hearing, etc. But some injuries are significantly harder to see. A substantial number of soldiers experience traumatic brain injuries caused by an accident or explosion. Since the injuries are invisible, they are harder to identify and treat. Often the symptoms are observed by friends, family members, and coworkers who witness a concerning change in personality or habits. Sometimes the injury manifests as atypical aggression or radical mood swings. Other times symptoms may be confusion, memory loss, and sleep disorders. What is apparent is that many different medical fields may be required to heal the injuries. This need is what makes Intrepid Fallen Heroes Fund so unique. The Intrepid Fallen Heroes Fund builds beautiful, comfortable medical facilities adjacent to military bases. The aesthetics of the buildings are essential to provide an inviting atmosphere to injured soldiers who may be wary of therapy due to the stigmatization of psychological treatments. The revolutionary and unique interdisciplinary care model is even more critical to the program's success. Interdisciplinary care enables the treatments to be holistic and comprehensive. The efficacy of the interdisciplinary model is apparent from the success rate. A recent scientifically-based study showed that 90% of those treated continue their service. In addition, many of the 10% that don't return to service have other injuries that prohibit them from returning to active duty. Aside from continuing their service, the treated soldiers preserve their families and live fulfilling and happy lives. Highlights from the Interview: 01:25 The mission of the Intrepid Fallen Heroes Fund 03:03 History of the organization and the focus on traumatic brain injury 11:28 Active duty military with “invisible wounds of war” are served 13:58 A revolutionary model of care is used: “patient-centered interdisciplinary medical care” 15:43 A study shows 90% of patients treated are able to continue their service 19:55 The study focused on 7 specific symptoms and showed significant reduction in all symptoms 24:16 Kyle shares Pete's story 25:55 Kyle shares Steve's story 27:26 Here's where to donate: www.fallenheroesfund.org. The organization consistently receives an A or A+ rating from Charity Navigator. 30:54 How the project addresses and mitigates the stigma of psychological care 35:06 Headquarters is located on the gallery deck of the Intrepid Museum aircraft carrier in NYC. Lance is a long-term supporter of the Intrepid Fallen Heroes Fund. One way you can support the organization is by donating to www.FallenHeroesFund.org. In return, Lance will send you a FREE copy of his best-selling book, “How to Make Big Money in Small Apartments.” Visit www.FreeApartmentsBook.com after you make your donation.
In this episode, Lance Edwards' guest is Kim Butler, author and founder of Prosperity Thinkers. Kim Butler has shunned common financial products such as stocks, bonds, savings accounts and CDs in favor of creative life insurance strategies outside of the typical financial planning “box”. Tune in as Mrs. Butler will discuss how to combine life insurance with small apartments investing! Begin your journey with Kim's FREE GIFT, the Prosperity Action Pack, by visiting https://prosperitythinkers.com/lance To receive a FREE copy of Lance's best-selling book, How to Make Big Money in Small Apartments, visit www.FreeApartmentsBook.com
Amazed by Peter Arianas' dogged determination and amazing ability to navigate through all the seemingly insurmountable challenges that came up in trying to close his first deal, Lance Edwards once dubbed him the “Poster Boy of Resilience.” After completing one of Lance's early courses in small apartment investing, Arianas was finding himself stuck trying to get started, feeling there was a missing piece. With nothing to lose, flew to Houston to join Lance's hands-on mentoring program. When the deal that Arianas was working on in Akron, Ohio encountered a series of setbacks that would normally overwhelm a first time investor, Lance told him, “If I were you, I would back out.” Fully believing that he could make good money on the deal if he stuck with it, Arianas chose not to take the advice – and his ultimate success earned Lance's utmost respect as one of the organization's early Apartment Champions. What you'll learn in this episode: *Peter is a descendent of Spartans of Thermopylac, which may partially explain his warrior mentality. *In his first transaction as a small apartment investor, Peter wholesaled a 40+ door property in Ohio and made $66,000 – with no experience, no cash, no credit and no support from anyone outside Lance's organization. Lance still uses Peter's incredible story as the epitome of persistence and never giving up. Peter's success has converted a lot of naysayers, and he has helped many others get started in small apartments. *Peter wants to take that never give up attitude to the House of Representatives to help constituents in the Twenty-First District of Florida. *Peter gives a lot of credit for his initial success in small apartments to Lance having his back. He believes listening to Lance to show the way will make a major difference for investors. *Peter admits he was skeptical before he met Lance, but attributes the initial issues holding him back were due to his fears and insecurities. Even when he did the first deal and had a check ready to go, he hesitated in mailing it. Overcoming that fear and dropping it in the mailbox gave him a sense of relief, like everything was going to be fine. Yet he faced many obstacles along the way, including, as Lance says, “the bank going sideways.” He had to call the bank president to get approval. Peter says dealing with the deadlines gave him gray hair! *Despite the obstacles inherent in the deal, Peter just kept thinking he had to get this done. When people in his life acted doubtful, he dug in harder to get things done. He believe it was a good deal for all. Eventually, he got past the obstacles. *At one point, seeing all the frustrating issues going on, Lance suggested Peter let the deal go. Peter appreciated Lance looking out for him, and helping him get the ball rolling – which made him even more determined to press forward. Once Peter closed the deal, he realized there was nothing he couldn't do. *Shortly after finishing the deal, Peter's marriage ended and he lost everything. The success he had with the deal made him think he would be okay – and he was happy he would be receiving monthly payments. *He feels like running for Congress is like a calling on his life – and no matter what happens along the way, he's going to be fine. All because of how he persevered to become a successful small apartments investor. The support team he has assembled for his campaign is impressed that he never says or thinks anything negative. He's brought the mindset gained from that first deal to many areas of his life. *He told an admirer who heard his story, “I'm nobody's hero. I just am persistent and refuse to let defeat beat me. There is no reason to and no one else should.” He relates his feeling to the Biblical imagery of having the faith of a mustard seed. “Just go forward and keep attacking and hitting it. . .and you're going to break through.” The feeling he had in closing the deal was second best only to his daughter being born. *While working for FEMA years ago, Peter penciled his name in on a mail in ballot because the person running didn't have an opponent. That kind of boldness led him to take a more serious shot in 2022. He describes his decision to run as a spiritual decision, where God opened the door. He reflects on the fact that he's had eight businesses – and the opportunity to succeed and fail like he has can only happen in America. He doesn't approve of the way the country is being run and feels his children deserve better. *The biggest frustrations he wants to address are gas prices, food prices and food not on the shelves because of supply chain issues. If he wins, his plan is to be re-elected and serve eight years. He believes in term limits. He wants unrighteous people out of office. *Though the perseverance required is the same, running for Congress has greater challenges, including people spreading untruths about him, mudslinging, questioning his qualifications – to which he says, Trump had no qualifications when he ran for president, and Florida Gov. Ron De Santis didn't have any conventional qualifications when he ran for Congress either. *When people ask him how he brushes off all the negativity, he says he's been through worse. “We'll be fine,” he says. “The only people he wants to be a hero to are his children.” *His advice for everyone with a goal, small apartment investors and others: “Set your goal and know that's the goal and just focus on the goal. If you don't believe it, go find people who believe in you. Because once you start believing in yourself, nobody can stop you.” He brags on his daughter, who at only 21 has investors lined up to help her open a restaurant when she graduates college. *Peter had a five step plan when he did the first apartment deal, and he has a five step plan on his website www.FLCD21.com. His other is www.ArianasToCongress.com. Resources: www.FLCD21.com www.ArianastoCongress.com www.GreenLightREInvesting.com
In this episode, Lance Edwards' guest is Damon Caldwell. A recent graduate of the Small Apartments Boot Camp, Mr. Caldwell got his start wholesaling in 2017 after serving as a firefighter for several years. He quickly learned about the greater income potential with multi-family units and takes Lance through his process of finding his first deal, getting it under contract and quickly finding a buyer. He emphasizes the importance of mindset and says that the confidence he gained from getting that first deal done now makes him feel he can do anything. Persistence is the key. Tune in as Mr. Caldwell will discuss the details of his first multi-family deal, what he learned about investing in small apartments, the importance of mindset and how he learned from his early mistakes.
Peter Sage is a motivational speaker, serial entrepreneur, philosopher, teacher and bestselling author of several books, including The Inside Track: An Inspirational Guide to Conquering Adversity, a collection of private letters that he sent to his elite coaching groups throughout his 6-month prison sentence for being found in contempt of court for a civil matter. He is the founder of a number of multi-million dollar companies, including The Energie Fitness Group, World Wide Health Corporation, Space Energy and Sage Business School. He is renowned for his expertise in analyzing human behavior, self-master and strategie and therapeutic intervention. Peter is also the recipient of Brand Laureate Award for extraordinary individuals and has been recognized as one of the greatest leaders by Inspiring Leadership Now. As a professional, six time TEDx speaker, ,He is a professional inspirational speaker and has been a six times TEDx speaker. Sage has shared the stage with celebrities including Kofi Anan, Sir Richard Branson, President Bill Clinton and others.
Dr. Jeffrey Gladden is a Board certified interventional cardiologist and the founder of Gladden Longevity, Human Performance & Longevity Optimization. Over the years, he has specialized in many areas of cardiology, including interventional, diagnostic, preventative and programmatic. Dr. Gladden is currently the Director of Heart Attack and Stroke Prevention and Cardiac Rehabilitation at The Heart Hospital Baylor Plano, which he co-founded in 2004. He is CEO Board Chair, Principle and CMO for Product Development at Scientia Cardio Access and a board member at Scientia Vascular. He is currently licensed in three states, his work is published in multiple medical journals, and he is a consultant for multiple cardiovascular projects, programs and medical device development. He is also the co-host of the “Living Beyond 120™” Podcast.
Lance Edwards’ guest is Todd Strumpfer, Senior Account Executive with Cost Segregation Services, Inc. He was been with the company for 11 years. If you own commercial property or residential rentals, his services will dramatically reduce your tax liability – and thus increase your tax flow. Cost Segregation allows you to depreciate your building more rapidly to get the tax deductions now rather than later. His company partners with tax professionals to do Engineering based Cost Segregation. It has completed over 20,000 studies in all 50 states for clients who own hotels, office buildings, retail buildings, warehouses, self-storage facilities and other types of buildings.
In this episode, Lance and commercial lending expert Rick Cabin discuss various topics related to commercial lending, especially in the era of COVID-19. They specifically address the essential differences between commercial and residential lending (including loan qualifications), the importance of Debt Service Coverage Ratio (DSCR), the distinctions between recourse and non-recourse loans, types of lenders, the fixed rate options for commercial loans and the general criteria used to qualify for them. Commercial lending has been a whole different experience this year, and Lance and Rick get into the nitty gritty about how things have changed.
Robert Allen has spent his entire life helping people earn more and live better. He is the author of 11 books, including the #1 bestsellers Nothing Down, “Multiple Streams of Income: How to Generate a Lifetime of Unlimited Wealth!, The Four Maps of Happy Successful People, Creating Wealth and The Challenge. Combined his books have spent over 80 weeks on the New York Times Bestseller list, and his seminars and trainings have reached well over a million students. He has proudly taught over a million entrepreneurs the mindset tools to earn more, work better and be happier. Current courses he teaches via his School of Successful People are The 4 Maps of Happy Successful People, Best Life Launch and Real Estate Launch.
Steve Rozenberg is the Vice President of Education for Mynd Property Management. In this role, he educates investors about the benefits of small residential investing with a variety of content, including podcasts, video blogs and more. Before joining Mynd, Rozenberg was a Principal at Empire Industries, LLC, a leading Texas single-family rental (SFR) property management firm that managed over 800 single-family rental (SFR) homes in Houston and Dallas/Fort Worth. Rozenberg is also an international commercial airline pilot flying a Boeing 787 who turned to real estate investing after 9/11 changed his life forever: He realized that it was time to take control of his own destiny. After that day, he embarked on a journey to acquire and manage dozens of single-family and multifamily rental properties throughout Texas. Rozenberg has also fixed-and-flipped and wholesaled hundreds of properties in the Houston metro. A published author, Rozenberg speaks around the U.S. and all over the world on real estate investing and property management. Throughout his 15-year career, he has hosted several radio talk shows both nationally and abroad. He has appeared on a number of real estate investing podcasts, and co-hosts The Myndful Investor, a leading educational real estate investing podcast with Alex Osenenko, Mynd's Chief Growth Officer. Rozenberg is a member of the Houston National Association of Residential Property Managers (NARPM).
Kent Clothier is the founder and CEO of Real Estate Worldwide (REWW), a multi-faceted real estate investment education and training company with headquarters in La Jolla, CA and additional offices in Scottsdale, Arizona. REWW offers customers a cutting-edge advantage with a curriculum steeped in award-winning and proven real estate systems and technology. The company offers lead generation services through its web-based platform, SMART. Kent leads an amazing team of individuals that are focused on building disruptive systems that push the entrepreneur dream and the real estate industry forward. The son of an entrepreneur and an entrepreneur by nature, he’s dedicated his business life and ventures towards awaking the human spirit in all of us and inspiring thousands of entrepreneurs to escape the “rat race” and create the dream lives that they’ve always wanted. He stands for integrity, ideas, companies and products that allow entrepreneurs to not only “learn” what it takes to live a successful live on every level, but the tools and strategies to create real change on a daily level.
Often referred to as the “King of Lease Options,” John Jackson is considered the nation’s premier authority on real estate lease options. Numerous other nationally recognized real estate educators refer their students to him to learn his groundbreaking lease option systems. Since launching his lease option company Leasing To Buy® in 2003, he has facilitated over 650 lease option transactions – and his students have in turn done hundreds of lease option transactions as well. He is also the only educator that teaches Texas Lease options; numerous real estate attorneys refer to John for education and training on the subject. By utilizing his lease option strategies and systems, you can also create a very successful lease option business, or add a powerful and useful tool to your real estate toolbelt. John has been featured on FOX, NBC and multiple podcasts and radio shows, in addition to his inclusion in a #1 Amazon bestseller called “Real Estate Rockstars.”
In this episode of Green Light REI, Lance Edwards shares with listeners his excitement over the release of his latest book, As It Should Be, a unique work chronicling seven generations of Lance’s family and its connections to the history of Florida (“Old Florida,” as he calls it) and development of key industries like Citrus. Lance will be donating 200 percent of the proceeds generated by the book on its launch day to the Intrepid Fallen Heroes fund, a top non-profit that serves America’s veterans.
Mark is a personal and small business tax and legal expert who helps clients build and protect wealth through wealth management strategies, as well as business and tax remedies often overlooked in this challenging, ever-changing economic climate. His seminars have helped tens of thousands of individuals and small business owners navigate the maze of legal, regulatory and financial laws to achieve greater success and wealth. In his newest release and #1 bestseller, The Business Owners Guide To Financial Freedom: What Wall Street Isn’t Telling You, Mark reveals the secrets behind successfully investing in his business while bypassing Wall Street-influenced financial planners.
Kim Lisa Lisa Taylor, Esq., is the founder of Syndication Attorneys PLLC, a boutique corporate securities law firm that helps clients nationwide with their federal real estate securities offerings. Kim Lisa and the other members of the Syndication Attorneys team focus on helping small business owners/developers structure and convey their investment opportunities in a way that will attract private investors, both domestic and foreign. They teach their clients how to use securities laws effectively and provide them the tools and resources they need to achieve their business goals legally. In addition to her work with the firm’s clients, Kim Lisa is a nationally recognized expert in the securities industry and a highly sought-after speaker, instructor and author. Kim Lisa has been responsible as a securities attorney for over 3,300 securities. She is also the author of the best selling book “How to Legally Raise Private Money: The Definitive Guide to Raising Money for Real Estate and Small Business.” What you’ll learn in this episode: *Kim Lisa says that that the key to raising private money is building strong relationships with people who might be willing to either loan you money or invest in a company alongside you. Unlike with a bank, raising money from private investors is less dependent on one’s credit history than the details of the deal and their ability to trust you. “The better they know you, the more times they’ve seen you consistently show up somewhere where they are, the more likely they are to invest with you.” *One approach with potential investors is asking them what they’re making money on right now. If they’re loaning their money to someone else and getting 12%, they’re probably going to want that. But if their only other investments are in the market or their money is in a bank account, they’ll be happy with 6-7%. Depending on their experience, you would pay anywhere from 6-12%. *Still, Kim Lisa says, the best place to get your money is from the banks, because they’ll want less than what your investors will want. She advises starting with banks and filling the gap with investor funds. By getting the lower interest rate on the bulk of the purchase price, that will raise the amount you can pay investors on the smaller amount you need to raise from them. *She says you really shouldn’t talk to people about money until you get to know them. The way to do this is, find out what they do and what they invest in and what they look for in their investments. Then you casually say, I periodically have openings for investors. If you open witih that, it may raise suspicions. Your first meeting should just be about exchanging information. Then you can follow up with opportunities. *Before you talk specifics about small apartments and offering a 12% return or whatever, you should have a pre-qualification conversation to determine what their financial situation is, what they’re looking for and if what you have to offer might be a good fit. Kim Lisa calls this a “suitability conversation.” Another important question to ask is, “Are you accredited?” Be cautious about allowing investments from people who can’t afford to lose the money. *Kim Lisa explains an example of investment progression. A lot of people start out at local real estate investment associations with smaller deals – maybe single-family projects or fourplexes. They’re probably borrowing from investors or hard money lenders. Those lenders have to be compliant with the law. Then you might graduate on to talking to family and friends and others about loaning your self-directed IRA money. *At the point where your business depends on repeatedly borrowing money from individual investors that are not hard money lenders – or when you’re starting to put people into passive investment opportunities where you will form an LLC – that’s when you start thinking about securities laws. In between those scenarios are joint ventures, where all of the members are actively involved in generating their own profits. *When you have created a company you’re going to run and people are passively investing with you and relying on you to generate profit for them, that’s when you are selling securities – and the sale of securities is regulated. *Kim Lisa discusses what it means to sell securities. You either have to register your offering, which means getting pre-approval from a regulator before you start selling the interest to private investors. The shorter and cheaper alternative is to qualify for an exemption from registration. There are many exemptions. In addition to the SEC, every state has its own securities agency and securities laws. If you’re in Florida and doing all your business there, you can qualify for the Florida intrastate exemption. There are certain federal exemptions that pre-empt these individual state laws. In general, securities laws protect the investors in their jurisdiction. *The most common Federal exemption is Regulation D, Rule 506. Rule 506B allows you to raise an unlimited amount of money from an unlimited number of accredited investors and up to 35 non-accredited investors. This rule says you have to have a pre-existing substantive relationship before you can offer securities under regulation. The other option under 506 is Rule 506C, which allows you to freely advertise your offering but you can only accept investments from verified accredited investors. It allows you to sell to anybody as long as they can verify that they’re accredited – and you can advertise to anybody as well. So Rule 506B is the one most people start with. *You can go on Legal Zoom and download your own will or an LLC for you and your spouse. There’s nothing illegal because you’re writing legal documents for yourself and don’t have the potential to harm anyone else. But when you get into the business of writing legal docs that describe the rights and duties of other people, that is illegal practice – and not the industry standard. When you do your own syndication documents there are horrific tax ramifications for setting them up wrong. THE BOTTOM LINE IS, GET YOURSELF A GOOD ATTORNEY! And if you step up securities, get a securities attorney! *The questions Kim Lisa asks a client who wants to set up a 506B include: What are you buying? Where is it? Where do you live? Where are your investors coming from? What kind of qualifications do you think your investors might have? Do you think all of them are accredited or might some be non-accredited? What kind of experience do you have? (If you don’t have a lot of experience, you won’t be able to attract average investors through advertising). She says, “When we know the answers to those questions, then we’re asking questions that help steer you into the appropriate exemption for the way you’re going to be able to raise the money.” *If you don’t have experience with one kind of asset class, team with someone who does – because you can leverage your deals in many ways. You can leverage your bank financing, but you can also leverage of other people’s experience. If you team with the right people, it elevates you in the eye of the investor. *Kim Lisa reminds listeners that when you’re talking to investors, you’re not only looking for passive investors, but people who can help guarantee a loan – and/or that might know where some deals are and be able to find that. You’re looking for people who know others with money that you might want to bring into your management team. You want people on your team with skill sets you don’t have. *Kim Lisa discusses the concept of crowdfunding. She says, “It’s really just a means to advertise on the internet, but it’s still a means of advertising a legal securities offering, so subject to the same rules. The questions that need to be addressed are: Are we going to register the offering? Are we going to qualify for an exemption? Which exemption are we going to use? We’ve got to pick an exemption that allows us to advertise. *In addition to the 506C exemption, there is one called regulation crowdfunding that allows you to raise up to a million dollars in a 12-month period. You have to do it through a crowdfunding portal that is registered with the SEC or with FINRA. There is also something called Regulation A Plus. It’s a public offering, a streamlined process that allows you to raise up to $50 million in a 12-month period. Once it’s pre-approved by regulators, you can sell that to anybody. *Kim Lisa adds, “Once we write the offering documents, we notify the regulators that you’re selling securities in their jurisdiction. There’s no further reporting that has to occur, as long as you finish your raise within one year. With regulation crowdfunding, you have have some ongoing reporting requirements. There may be some auditing requirements with the regulation A-plus. Depending on what variation you’ve chosen, you may actually have to do some annual audits.” *There is a document on www.syndicationattorneys.com you can download to set up a hard money lending fund. When you raise money for a securities offering, you can raise it for a specific property; that’s called a “specified offering.” You can do a specified offering to buy three properties at one time. There other kind of offering is a “blind pool,” where you don’t have anything under contract, but you’ve got a business plan that says these are the kinds of properties we look for. When you’re doing hard money lending, you’re looking at the blind pool model because you’re not investing in a specific property at that time. *An investment summary describes what kind of criteria borrowers have to meet, and the criteria that those properties have to meet before you make those loans. Once you do that, you can make those loans to anyone. You become responsible for overseeing the loan, the vetting of the property, vetting off the borrowers and servicing of the loan. *Kim Lisa says there are a ton of free resources on her company’s website, including a library of 30 “bite size” articles on all different aspects of syndication. Every month, she and her partners do free monthly tele seminars about a specific topic related to syndication, including some with guest speakers. Everything starts with the educational process. They have a low-cost entry program where people can hire them for $1000 for three hours of one on one legal advice. They also get invited to their Facebook Live group, where they do additional live training on developing an investor marketing plan and executing on that plan. They have a sister website called Investor Marketing Materials.com that allows people to access these investment summaries and business plans. *Parting advice from Kim Lisa: “Raising money from private investors is all about a mindset you have to get past. It’s uncomfortable asking people about money because you’re not asking them for a favor. They just don’t know people like you that they can invest with. Then all of a sudden here you are. You could be an answer to their prayers because they’re not happy having all their money tied up in the stock market or in a bank account. You’re offering the opportunity they need. Think of it as a relationship game – a long game that allows you to build yourself up as a solid business pillar of the community and someone they can trust.” Resources: www.syndicationattorneys.com www.investormarketingmaterials.com http://www.LanceSchool.com Grab a FREE Copy of Lance’s Best Selling Book “How to Make Big Money in Small Apartments” Here.
Joanne Musa, “the Tax Lien Lady,” is a Tax Lien Investing Expert who teaches people to invest in safe, highly profitable, tax lien certificates and tax deeds. Her goal is to help clients build profitable portfolios in tax lien certificates or tax deeds. She urges people to get started in educating themselves in this arena with her free report “7 Steps To Building Your Profitable Tax Lien Portfolio.”
A 25-year veteran of the financial industry, Mike Boggiano is currently Director of Multifamily Originations at Lending One, a financial technology company focused on providing creative financing to professional real estate investors. Its founders have set out to build a company that helps these investors grow their investment portfolios. It has become one of the nation’s largest and fastest growing direct private lenders, proving to date over $1 billion in real estate capital.
With over 2,200 closed note transactions since the inception of Armstrong Capital in 1991, Jeff Armstrong’s knowledge and experience in the real estate note industry is unsurpassed. His company specializes in purchasing Seller-Financed Notes, for all cash. This allows investors to receive a lump sum of cash immediately, as opposed to the monthly payments they may currently be receiving. Armstrong Capital’s credo is: Straightforward, Honest, Fair…The Way It Should Be.
Keith Mathias is the National Accounts Manager for AmeriSpec Inspection Services, which provides expert evaluation for any residential or commercial property inspection. As the leading home inspection brand, tested and proven for 30+ years, the company delivers complete peace of mind to buyers and sellers of homes and other properties. Their coast-to-coast network includes 400+ highly trained, experienced inspectors with more than 80 hours of classroom, in-field and hands-on technical training. AmeriSpec evaluates properties on 400+ points to provide detailed condition assessment.
In this solo podcast, Lance tells his listeners about the power of math when it comes to investing in small apartments – and how to earn 15 percent on what he calls “pretty apartments.” He calls this process the “speed wealth method to wealth accumulation” because it provides a path for people to get their retirement plan back on track. Up front, he distinguishes “pretty” apartments from “ugly” apartments by explaining that the ugly ones are the ones that need a lot of rehab. In this episode of his podcast, he says, “I want to show you how to make great returns on “pretty properties in pretty areas that don’t need any rehab,” that you would be comfortable showing your in-laws.
Featured in INC. Magazine, the Indy Star and on the Ron LeGrand Mentor podcast, Rachel Prince has been called the “maven” of Airbnb short-term renting. She is the creator of BUYBNB, the online Airbnb real estate investing course. From a renter struggling to pay her rent, to owning several BNB homes and running a six-figure short term rental property management company, Rachel is all about optimizing assets. In 2017, she relocated her Airbnb real estate business to the Indianapolis market with FC Tucker real estate, carving her niche in the Midwest BNB world.
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