Real Estate Investing For Professional Men & Women

Follow Real Estate Investing For Professional Men & Women
Share on
Copy link to clipboard

The podcast that guides professionals to financial prosperity through smart investing strategies. Learn how real investors invest. If you're a professional, you already have skills that you can leverage to build your wealth. With over 30 years of experience, host Gary Wilson shows you how.

Gary Wilson


    • Jun 4, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 36m AVG DURATION
    • 343 EPISODES

    Ivy Insights

    The Real Estate Investing For Professional Men & Women podcast is a valuable resource for anyone interested in building wealth through real estate investing. Hosted by experienced investor and entrepreneur, it offers practical advice, tips, and strategies specifically tailored for busy professionals looking to enter the real estate market. With a focus on providing actionable information and resources, the podcast covers topics such as finding deals, financing options, property management, and maximizing returns. The host's expertise shines through in each episode, making it an engaging and informative listen for both beginners and seasoned investors alike.

    One of the best aspects of this podcast is its targeted approach to real estate investing for busy professionals. The host understands the unique challenges faced by this demographic and provides insights that cater to their specific needs. The podcast offers practical advice on how to balance a full-time job with real estate investments and provides strategies for maximizing efficiency and productivity in the field. The episodes are well-structured and easy to follow, making it accessible even for those with limited knowledge or experience in real estate.

    While the podcast excels in many areas, one potential drawback is its narrow focus on professional men and women. While it is beneficial for this specific demographic, it may not be as inclusive or relevant to those outside of this target audience. However, the content itself is still valuable regardless of gender or profession, so it can still provide insights and guidance to a wider range of listeners.

    In conclusion, The Real Estate Investing For Professional Men & Women podcast is a fantastic resource for individuals looking to build wealth through real estate investing while maintaining a full-time job. The host's expertise shines through in each episode, offering practical advice that caters specifically to busy professionals. While the target audience may limit its appeal slightly, the content itself remains valuable and applicable to a wider range of listeners. Overall, this podcast is highly recommended for anyone interested in pursuing real estate investments alongside their professional careers.



    Search for episodes from Real Estate Investing For Professional Men & Women with a specific topic:

    Latest episodes from Real Estate Investing For Professional Men & Women

    Episode 339: Understanding Tax Compliance, with Carlos Samaniego EA

    Play Episode Listen Later Jun 4, 2025 37:39


    Carlos Samaniego is a recognized tax resolution expert, dynamic speaker, and founder of Tax Debt Consultants, LLC. Licensed by the U.S. Department of Treasury as an Enrolled Agent (EA), he specializes in resolving complex IRS and state tax issues for self-employed professionals and small business owners. Carlos is a best-selling author who co-authored Never Give Up with sports commentator Dick Vitale and wrote How to Make the IRS an Offer They Can't Refuse, sharing his personal journey and strategies for overcoming tax troubles. His upcoming book, The FTB Taxpayer Survival Guide, offers essential advice for handling tax disputes with the California Franchise Tax Board. Carlos has received the Quilly Award and the Expy Award, recognizing his contributions to tax resolution. He has been featured on major media outlets such as Fox, NBC, CBS, ABC, and USA Today, and in a PBS documentary hosted by Dennis Quaid. As host of the Tax Debt Consultant Podcast—ranked among the Top 10 Small Business Tax Podcasts by Feedspot—Carlos provides invaluable tax advice to a global audience. Additionally, Carlos mentors CPAs, EAs, and attorneys nationwide, helping them develop successful practices. His dedication to education and client service earned him the 2020 Tax Professional of the Year title What You Will Learn: Who is Carlos Samaniego EA? What is Carlos Samaniego's background and how did he get into tax consulting? What pivotal moment in Carlos's early career led him to realize the importance of proper tax withholding? How did Carlos navigate his tax issues over the eight years he didn't file? How does Carlos's experience shape his approach to helping clients with tax issues? What changes occurred in IRS collection practices during and after the COVID-19 pandemic? What is the significance of the "final notice before levy" that the IRS sends to taxpayers? How does Carlos engage with clients from different parts of the world, including expats? What should clients expect during the initial consultation with Carlos regarding their tax issues? How does Carlos address the fear and stigma associated with dealing with tax problems? What is the hardest part for clients when they first reach out to Carlos regarding their tax problems? What information can Carlos access once he files the power of attorney? How does Carlos compare his investigative process to a doctor's examination? What does the compliance step entail in dealing with tax issues? What options does Carlos offer for resolving tax debts based on their size? How does Carlos help clients who owe large tax balances through programs like currently not collectible status or offer in compromise? What common misconceptions do people have about tax resolution companies? How does Carlos engage with clients from different parts of the world, including expats? What advice does Carlos give regarding the importance of separating personal and business finances? How can real estate agents and self-employed individuals better manage their records to avoid tax issues? Carlos shares how everyone can contact him. Additional Resources from Carlos Samaniego EA: Website:https://www.taxdebtconsultant.com/, http://carlossamaniego.com/ LinkedIn: https://www.linkedin.com/in/carlossamaniego/ Facebook: https://www.facebook.com/taxdebtconsultant/ X: https://x.com/carlossamaniego Instagram: https://www.instagram.com/jcarlossamaniego/ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 338: Building Success through Real Estate, with Bob Lachance

    Play Episode Listen Later May 28, 2025 35:17


    Bob Lachance is a nationally recognized speaker, mentor, and trainer who specializes in helping customers build their businesses through automation and outsourcing. Bob currently owns four businesses and helped start one of the nation's largest real estate coaching programs. A Bristol, CT native, Bob played ice hockey and went on to play at Boston University, playing a vital role in their 1995 National Championship. With only two classes left to graduate in his senior spring, Bob left school to pursue a professional hockey career where he played 4 years in the US and 4 years in Europe. At 30 with his pro hockey career over, he self-educated himself in real estate and began his career in the trenches as a real estate investor. He acquired his first flip in 2004 and has done over 1,500 transactions since then. He has also started 2 very successful real estate coaching programs, 3 virtual assistant staffing companies, and much more. Bob is the owner of REVA Global LLC which focuses on offering trained real estate virtual assistants to real estate professionals. Over the years he has experienced various setbacks where others would have simply thrown in the towel. Through the ups and downs both in business and life, his humble commitment to the daily process is something listeners can gravitate towards. What You Will Learn: Who is Bob Lachance? What was Bob Lachance's background before entering real estate? How did Bob transition from a professional hockey career to real estate investing? What motivated Bob to pursue a career in real estate? How did Bob's first real estate deal unfold, and what did he learn from it? What strategies did Bob use to find and finance his first property? How did Bob approach learning about short sales and negotiating with banks? What challenges did Bob face during his early investment career? How did Bob's involvement with a real estate education company influence his career? What was Bob's role in building the coaching program for Fortune Builders? What led Bob to start a virtual assistant company, and how does it serve real estate investors? How does Bob view the role of service in his business? What lessons did Bob learn from his experiences in real estate and coaching? How did Bob's virtual assistant company evolve and what benefits does it offer? How do virtual assistants help in the real estate and medical fields? What challenges do businesses face when hiring traditional staff versus virtual assistants? How can virtual assistants contribute to efficiency and cost savings in a business? What strategies does Bob recommend for finding and utilizing virtual assistants? How has the perception of remote work changed since COVID-19? How can real estate investors remain open to opportunities as they progress in their careers? What are some key takeaways from Bob's journey in real estate and business? Bob shares how everyone can contact him. Additional Resources from Bob Lachance: Website: www.revaglobal.com Phone: 860-680-1169 Email: bob@revaglobal.com LinkedIn: www.linkedin.com/in/boblachance Facebook: www.facebook.com/robert.lachance.10 Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCgEpisode 338: Building Success through Real Estate, with Bob Lachance

    Episode 337: Maximizing Tax Benefits through Cost Segregation, with Erik Oliver

    Play Episode Listen Later May 21, 2025 37:08


    Erik Oliver holds a Bachelor of Applied Science in Accounting from Westminster College. Prior to joining Cost Segregation Authority, Erik was an Operations Manager for a multi-million dollar landscaping and design firm in Long Island, NY. Since heading west and joining Cost Segregation Authority, Erik has been speaking at local, regional, and national events. He brings with him a passion for identifying cost savings and educating commercial real estate owners on the benefits of cost segregation.  What You Will Learn: Who is Erik Oliver? How does selling a property and carrying the note benefit the seller? What is the concept of the "velocity of money" in investing? How can self-directed IRAs be utilized for note investing? What are the tax advantages of using a health savings account (HSA) for investments? How is interest income from notes taxed for individual investors? What happens to the depreciation recapture when a property is sold? How has the percentage of bonus depreciation changed from 2022 to 2027? What legislative actions are currently being discussed regarding bonus depreciation? How can investors prepare for potential changes in tax legislation affecting real estate? How can real estate investors utilize these tax credits to their advantage? What should a real estate investor do if their current tax preparer is unaware of these tax strategies? How can real estate agents use cost segregation to differentiate themselves in the market? What is the process for business owners, such as dentists, to benefit from cost segregation? How can cost segregation be applied to dental offices and other medical practices? How flexible is the timing for conducting a cost segregation study after purchasing a property? What are the tax implications for international investors, such as Canadians, who own U.S. properties? What key takeaway does Erik emphasize about the difference between tax preparers and tax strategists? How can real estate professionals leverage cost segregation to provide value to their clients? Erik shares how everyone can contact her. Additional Resources from Erik Oliver: Website: https://csap.com/ Email: erik@costsegauthority.com LinkedIn: https://www.linkedin.com/in/erik-oliver-b800657/ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 336: Exploring Note Investing Strategies, with Fred Moskowitz

    Play Episode Listen Later May 21, 2025 35:44


    Fred Moskowitz is a sought after speaker, advisor, and trainer on a variety of topics relating to entrepreneurship and investing. Fred has positioned himself as an authority on investing in alternative assets and on building wealth using Self-Directed IRA accounts. Fred combines a 20 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.  He has been making an impact by sharing his unique result oriented education and actionable steps on wealth building, mindset, and success. What You Will Learn: Who is Fred Moskowitz? What was Fred Moskowitz's background before getting into note investing? How did Fred's experience in the tech industry influence his investment strategies? What are the benefits of becoming the lender rather than the borrower in real estate? How can note investing be incorporated into a diversified investment portfolio? How can Fred's book, The Little Green Book of Note Investing, help aspiring investors? What steps should someone take if they want to carry a note for a buyer after selling a property? What challenges do property owners face after many years of ownership that note investing could alleviate? How does Fred explain the concept of cash flow from mortgage notes? What benefits does carrying a note provide for sellers compared to traditional property ownership? How does Fred describe the "velocity of money" and its importance in investing? What strategies can investors use to leverage their self-directed IRAs for note investing? How can investors benefit from buying notes at a discount? What is the significance of capital gains when selling a note? What resources does Fred recommend for individuals interested in learning about note investing? What networking opportunities exist for those interested in note investing? Fred shares how everyone can contact her. Additional Resources from Fred Moskowitz: Website: https://www.fredmoskowitz.com/ Email: fred@libertiesmanagement.com LinkedIn: https://www.linkedin.com/in/thefredmoskowitz/ Instagram: https://www.instagram.com/thefredmoskowitz/ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 335: Raising Capital for Real Estate Investments, with Kristoper Morin

    Play Episode Listen Later May 16, 2025 36:20


    Kristopher Morin, a distinguished expert in real estate investment and financial freedom, with Kristopher “Kris” Morin brings more than twelve years of real estate investing experience, has been sought after as a mentor and coach for high profile business professionals, and is one of the founding members of Three Peaks Capital LLC. Kris's primary responsibilities include investment strategy, business development through strategic alliances, and educating and attracting new equity and debt investors. Prior to Three Peaks, Kris spent more than a decade working through progressive leadership roles at some the of the top Advisory Consulting firms in the world, including Accenture. Kris was accountable for helping members of the Fortune 500 to perform competitive assessments and define strategies that would enable them to take advantage of their competitive strengths, exploit industry weaknesses, and achieve operational efficiencies while scaling globally. What You Will Learn: Who is Kristoper Morin? What prompted Kristopher Morin to leave his corporate job and pursue real estate? What experiences did Kristopher have as a rising executive at Accenture? How did Kristopher transition from single-family flipping to multifamily investing? What strategies did Kristopher use to build a successful real estate portfolio? What challenges did Kristopher face when flipping houses, and how did he overcome them? How did Kristopher's journey through real estate lead to the founding of Three Peaks Capital? What is the focus and mission of Three Peaks Capital? How does Kristopher raise capital for his real estate investments? How does Kristopher ensure that his investment strategy remains grounded in long-term value? What type of debt structure does Kristopher prefer for his real estate investments, and why? What process does Kristopher follow from acquiring an asset to managing it effectively? How does Kristopher's background in strategy and economics inform his real estate decisions? What lessons does Kristopher share about navigating economic downturns with real estate investments? How does Kristopher differentiate between active and passive investing in real estate? What advice does Kristopher offer to professionals considering a transition to real estate investing? Kristoper shares how everyone can contact her. Additional Resources from Kristoper Morin: Website: https://www.threepeakscap.com/ LinkedIn: https://www.linkedin.com/in/kris-morin-multifamily-real-estate-expert/ Facebook: https://www.facebook.com/kris.morin.906/ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 334: Accelerating Long-Term Growth in Real Estate, with Anne Gannon

    Play Episode Listen Later May 14, 2025 33:03


    Anne Gannon is an entrepreneur at heart. She founded The Largo Group in 2016 because of her belief that accounting needs to be done differently. Rather than an accounting firm with a hands-off approach, she structured The Largo Group to take an active role with businesses through a monthly accounting system. They first found the way into restaurants, because it's an industry that has so many variables and is the hardest accounting job. Over the past ten years, Anne has worked with over 500 companies all over the United States - ranging in revenue from $5 to $50 million. There are very few people that know more about small businesses than Anne, simply because she has spent a decade on weekly calls with owners around the country. She hears their frustrations, understands their pain points, and helps them navigate challenges while planning for the expansion phase of the business What You Will Learn: Who is Anne Gannon? What led Anne Gannon to transition from a competitive golf career to accounting? How did Anne's entrepreneurial background influence her approach to accounting? What prompted Anne to launch her own company, Largo Group, in 2016? What strategies did Anne implement to help business owners regain control during the pandemic? What role does real estate play in long-term investment strategies, according to Anne? What insights does Anne share from her book, The Real Estate Accelerator? How did the pandemic shift investor strategies from long-term rentals to short-term rentals? What advantages do short-term rentals offer compared to traditional long-term rentals? What financial benefits are investors seeing from shifting to short-term rental strategies? How do short-term rental investors approach property management differently than traditional landlords? Why is asset protection important for investors in short-term rentals? How can the legal structure of real estate investments protect owners from liability What types of business structures are most effective for real estate investors, according to Anne? What is the significance of understanding effective tax rates for business owners and investors? How does Anne define a "real estate accelerator" and its importance for investors? What insights does Anne share from her experiences with real estate investment during economic downturns? Anne shares how everyone can contact her. Additional Resources from Anne Gannon: Website: https://www.thelargogroup.com/ LinkedIn: https://www.linkedin.com/in/anne-gannon-529107148/ Facebook: https://www.facebook.com/thelargogroup Instagram: https://www.instagram.com/thelargogroup/ YouTube: https://www.youtube.com/channel/UClOZZyNtjnrogAMBOeB5n9Q/videos Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 333: Exploring Creative Strategies, with Trever Ahing

    Play Episode Listen Later May 7, 2025 36:29


    Trever Ahing is an 8 year Marine veteran who transitioned into a creative real estate game changer! He is the Founder and CEO of the leading novation educational company in America, Buyer Beater University (BBU). Trever and his team specialize in teaching investors, wholesalers, and agents of any experience their patented novation strategy that has made them millions from sellers who want more for their home. Trever enlisted in the Marines at 19 years old and within 3 years he reached the rank of Sergeant, with multiple meritorious promotions under his belt. In 2016, he met his wife while serving in South Africa with the Marine Security Guard Forces and within 8 months they got married and now have a beautiful little girl, a son on the way, and a Real Estate portfolio worth millions. In 2019, tragedy struck Trever's family. While he was on a training mission for an upcoming deployment, Trever received word that his father-in-law had suddenly passed. This was the first death his wife had to endure in her family, and instead of being able to help her through her healing process, he had to leave for 7 months to the middle east, leaving her alone.  After that deployment, Trever decided to hang up his hat as a Marine, and made a vow to reclaim his time and secure family and financial freedom. Since separating out of the service in April of 2021, Trever has amassed a multi-million dollar real estate investment company and has secured himself as the #1 educational company for teaching how to get started in creative real estate investing, specializing in novations. What You Will Learn: Who is Trever Ahing? What led Trever Ahing to transition from a career in parkour to joining the military? What was the pivotal moment that inspired Trever to enter the real estate industry? How did the concept of the "Burr Method" contribute to Trever's investment strategy? What role does networking play in achieving success in real estate according to Trever? What are the key benefits of novation deals for both sellers and investors? What strategies does Trever use to ensure sellers feel comfortable with novation deals? What are the essential steps Trever recommends for executing a successful novation deal? What common challenges do wholesalers face, and how can novation deals address these? What advice does Trever have for wholesalers looking to expand their business through creative strategies? What strategy does Trever use to partner with homeowners for renovations while managing their properties? How does Trever find properties suitable for novation deals? How does Trever emphasize the importance of financial literacy for military personnel? What advice does Trever give to active-duty military members seeking to invest in real estate? How can military members leverage VA loans to build wealth? What are the key markets Trever focuses on for his real estate investments? How does Trever suggest investors can expand their networks and find opportunities in new locations? What is the significance of taking "imperfect action" in real estate investing, according to Trever? Trever shares how everyone can contact him. Additional Resources from Joe Ingram: Website: https://www.buyerbeateruniversity.com/ Email: trever@buyerbeater.com Instagram: https://www.instagram.com/investwithtrev/ YouTube: https://www.youtube.com/@investwithtrev Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 332: Implementing Effective Strategies for Sales Success, with Joe Ingram

    Play Episode Listen Later May 2, 2025 37:21


    Joe Ingram stands as a towering figure in sales strategy and corporate innovation, renowned for catapulting businesses in varied sectors such as automotive, retail, SaaS, and healthcare to new heights. His strategic acumen, infused with a distinctive mix of wit and pragmatism, positions him as the quintessential ally for enterprises in pursuit of radical transformation. Joe's methodology is rooted in data, customized to each client's needs, and has consistently broken the mold of conventional sales tactics, establishing him as a highly coveted strategist and speaker for premier corporate gatherings. What You Will Learn: Who is Joe Ingram? What prompted Joe Ingram to transition from electrical engineering to sales? How did Joe's early experiences in his father's gas station influence his career? What were the key factors that led to his success in increasing sales at the law firm? What common mistakes do new salespeople make in relationship development? What strategies does Joe recommend for effective communication in sales? What techniques does Joe use to maintain his expertise during client interactions? How does Joe Ingram adapt his identity when communicating with prospects? What are the four steps Joe identifies in the sales process? What strategies does Joe use to analyze potential clients' personalities on LinkedIn? What common mistakes do people make when reaching out to prospects on LinkedIn? What leadership skills are necessary for transitioning from individual sales to team management? What is Joe's perspective on the importance of understanding conversion rates in sales? What processes does Joe suggest for handling customer interactions to enhance rapport? What is the significance of providing value before asking for a commitment in sales? Joe shares how everyone can contact him. Additional Resources from Joe Ingram: Website: https://thejoeingram.com/ Email:  LinkedIn: https://www.linkedin.com/in/joeingram/ Facebook: https://www.facebook.com/112456147329024 Instagram: https://www.instagram.com/joe_ingram_sales/ X: https://www.twitter.com/joeingramtweets YouTube: https://www.youtube.com/channel/UCoK2M42xJWfDUrITgNslOrw Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 331: Leveraging Infinite Banking for Wealth Creation, with Joey Mure

    Play Episode Listen Later Apr 30, 2025 37:41


    Joey Mure, Founder and Partner at Wealth Without Wall Street, brings impact, integrity, and generosity to the company every day. He hopes to be remembered as a lover of Jesus, devoted husband, and faithful father. Despite dreaming, around age 10, of becoming an orthopedic surgeon, Joey was in the mortgage business for 11 years before moving to finance in 2014. His personal mentor, Nelson Nash — another man of integrity and impact — is someone Joey deeply admires.  Joey's strengths in building relationships, asking great questions, and influencing and empowering people with the Wealth Without Wall Street message make him invaluable to the company's mission. He is relational, impactful, and a true leader. His colleagues would add that he's thoughtful, funny, and a family man. Many people don't know that Joey ate a 72-ounce steak dinner once. If he could be anywhere other than work, you'd find him at the beach with his family. And every Sunday morning, they're worshipping the Lord.  A lifetime goal of Joey's is to impact the world for Christ; and a more near-term goal is to purchase a beach house for my family. Aside from Wealth Without Wall Street, Joey listens to Sharran Srivatsaa's Business School podcast and Donald Miller's Building A StoryBrand podcast. He's happiest when he's traveling with his wife or golfing with his girls. He cares deeply about Campus Outreach, Cru, Navigators, Sav a Life, Lifeline Adoption, and Young Business Leaders. His aims to live by the words “Trust in the Lord with all your heart and lean not on your own understanding. In all your ways acknowledge Him and He shall direct your path (Prov 3:5-6).” What You Will Learn: Who is Joey Mure? What inspired Joey Mure to start his journey towards financial freedom? How did Joey's high income in the corporate world affect his personal life and sense of success? What is the concept of "investor DNA," and how does it relate to individual investment strategies? What resources does Joey provide for individuals to assess their investor DNA? How does Joey's new book, "Wealth Without Wall Street," summarize his and Russ's journey to financial freedom? What are the three steps to financial freedom that Joey outlines in his book? How does the GPS analogy help illustrate the process of achieving financial freedom? What tools does Joey offer to help individuals define their current financial status and goals? How does Joey compare different investment vehicles, such as 401(k)s and other options, in terms of reaching financial goals? What is the significance of understanding tax implications when withdrawing from a 401(k)? How can individuals optimize their investment strategies based on their financial goals? What are the implications of locking up funds in a 401(k) until retirement? What is the significance of time and health in relation to retirement savings? How does Joey leverage cash value life insurance for investment opportunities? How does the land flipping business generate consistent income? What challenges have Joey and his partner faced in their investment journey? How does Joey diversify his investments to mitigate risk? Why does Joey emphasize that cash flow is more important than just having cash? How has consumer sentiment affected investment strategies in recent years? Joey shares how everyone can contact him. Additional Resources from Joey Mure: Website: https://www.wealthwithoutwallstreet.com/ Phone: +1 (205) 370-8460 Email: joey@wealthwithoutwallstreet.com LinkedIn: https://www.linkedin.com/company/wealth-without-wall-street Facebook: https://facebook.com/wealthwithoutwallstreet Instagram: https://instagram.com/wealthwithoutwallst Twitter: https://x.com/withoutwallst YouTube: https://www.youtube.com/channel/UC3gPe_2b_SSqnWw-llpE5zw Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 330: Exploring Innovative Housing Solutions, with Kurt Volkman

    Play Episode Listen Later Apr 24, 2025 41:32


    Kurt acted as the Director of Corporate & Commercial Architecture and Urban Planning at Legat Architects in Chicago, where he led Midwest and National teams in the design and delivery of hospitality, entertainment, multifamily, retail, senior living, and life science projects. He is an active advocate of Enlightened Urbanism, marrying urban planning, evidence-based design, and experiential design to create a sense of place by incorporating principles of wellness and sustainability into every project. Kurt's industry knowledge and focus on collaborative design solutions will be integral to HED's effectiveness toward its mission: Advancing Your World, through the Positive Impact of design, our teams create exceptional solutions for our clients, the community, and the world. What You Will Learn: Who is Kurt Volkman? How does Kurt Volkman define the criteria for affordable housing projects? How can architecture contribute to creating a sense of community in new developments? How competitive is the landscape for obtaining tax credits for affordable housing? What strategies are being explored to finance affordable housing projects? How does Kurt approach the challenges of finding suitable sites for new housing projects? What are the current trends in materials used for constructing affordable housing? What considerations must be made when designing buildings that exceed three stories? What benefits does creating a walkable community provide to residents and businesses? What strategies are used to ensure retail spaces remain viable in new developments? How does Kurt design spaces to enhance safety and retention for residents? How do new construction and renovation compare in terms of speed and cost-effectiveness for affordable housing? What are the challenges of converting office buildings into residential spaces? How can industry professionals stay informed about trends and regulations in architectural design? What resources can individuals use to research architectural practices in their areas? What organizations provide valuable information for understanding housing development and architecture? How can understanding local building trends inform investment decisions in real estate? What key advice does Kurt offer for those interested in the architectural and real estate industries? Kurt shares how everyone can contact him. Additional Resources from Kurt Volkman: Website: https://hed.co/ Email: kvolkman@hed.co LinkedIn: https://www.linkedin.com/in/kurt-volkman-b479a47 Facebook: https://www.facebook.com/HEDadvances/ Instagram: https://www.instagram.com/hedadvances/ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 329: Optimizing Investment Opportunities, with Shane Carter

    Play Episode Listen Later Apr 23, 2025 36:27


    Shane is President and CEO of Hampshire Capital, LLC based in NH. Hampshire Capital, LLC buys, develops, renovates, repositions and holds apartment buildings, commercial assets and land in New England and the Southern states. Shane has over 25 years of active real estate experience under his belt. Since 1996, Shane has acquired, renovated and managed more than $305M in multi-family and commercial assets and has developed and built over $110M in real estate through his construction and development firm. What You Will Learn: Who is Shane Carter? What prompted Shane to transition from working with the Forest Service to real estate? How did Shane get started in real estate while living in Colorado? What were Shane's initial experiences with house flipping and wholesaling? How did Shane's career evolve from real estate sales to general contracting? What challenges did Shane face during the housing market crash in 2008? How does Shane define the importance of mindset in achieving success? What role does health and fitness play in Shane's approach to personal development? What does Shane believe is essential for individuals seeking to optimize their lives? How does Shane suggest listeners can benefit from surrounding themselves with positive influences? How can incentive programs like Opportunity Zones address the affordable housing shortage? What innovations in construction, such as tiny homes and modular homes, are emerging to meet housing needs? What are some common mistakes or myths people have about real estate investing? How do wealthy individuals typically allocate their investments compared to the average investor? Why is diversification across different asset types important in real estate investing? What are the benefits of investing in multifamily properties, according to Shane? How does outdoor hospitality fit into Shane's investment strategy? How does Shane ensure that the assets in his fund are of high quality and long-term value? What role does lifestyle choice play in the demand for outdoor hospitality options? Shane shares how everyone can contact him. Additional Resources from Mark Anderson: Website: https://hampshirecap.com/ Facebook: https://www.facebook.com/people/Hampshire-Capital-LLC/61559704756885/ LinkedIn: https://www.linkedin.com/in/shanecarternh/ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 328: Investing with Integrity, with Jean Paul Szita

    Play Episode Listen Later Apr 16, 2025 41:42


    JEAN PAUL SZITA is the CEO of BEO Investments LLC, a boutique investment firm based in Miami, Florida, specializing in capital preservation through tangible assets. With over 25 years of real estate experience, Jean Paul built a $1.2 billion portfolio from the ground up and led more than $2.5 billion in transactions across hotels, office properties, raw land, and developments. Known for his conservative approach and focus on execution, he leverages his extensive expertise and strong values to deliver secure and meaningful opportunities for investors. What You Will Learn: Who is Jean Paul Szita? How did Jean Paul's early experiences in business shape his approach to entrepreneurship? How did Jean Paul's experiences with venture capital affect his view on investing? What pivotal moment led Jean Paul to transition into real estate investing? How did Jean Paul's mentor influence his understanding of the real estate industry? What strategies did Jean Paul employ to create investment vehicles during the financial crisis? What lessons did Jean Paul learn from managing a large team compared to a smaller, more focused team? How does Jean Paul approach capital preservation in his investment strategies? How does having a strict legal framework benefit Jean Paul's negotiation power? Why is it important for Jean Paul to keep debt levels low in his investments? Why does Jean Paul emphasize the importance of long-lasting relationships with investors? What strategies does Jean Paul use to ensure investor satisfaction and long-term collaboration? How does Jean Paul incorporate his spiritual beliefs into his investment philosophy? What are the key elements of Jean Paul's investment vehicles for clients? How does Jean Paul tailor his investment strategies to meet the needs of different clients? What types of properties does Jean Paul focus on for the more aggressive investment fund? How does Jean Paul balance aggressive investment strategies with capital preservation? What opportunity does Jean Paul see in the current market conditions for real estate? Jean Paul shares how everyone can contact him. Additional Resources from Jean Paul Szita: Website: http://beovest.com/ LinkedIn: https://www.linkedin.com/in/jszita X: https://x.com/JeanPaulSzita/ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg  

    Episode 327: Exploring Hedge Fund Strategies with Mark Anderson, with Mark Anderson

    Play Episode Listen Later Apr 11, 2025 44:19


    MARK ANDERSEN has been a successful independent derivatives trader for nearly a decade, with experience in data science, applied mathematics, and optimal portfolio construction. He began his career under the mentorship of experienced fund managers before launching MBH Capital Management. He is a seasoned derivatives trader with extensive experience in 0 Days To Expiration index options since the market's inception. During this time, he has developed several profitable, institutional-level portfolios. These quantitative portfolios utilize automation to respond to signals that exploit intra-day pricing dynamics in the expiring index options market. He believes in a balanced approach to portfolio construction, balancing mechanical quantitative trades and long-volatility trades alongside trend-based signals to limit risk. He also dedicates significant effort to self-development through his involvement with Tony Robbins and his philanthropic efforts to end child sex trafficking with his favorite charity, Marci. What You Will Learn: Who is Mark Anderson? What was Mark Anderson's background before entering the real estate industry? How did Mark transition from construction to real estate investing? How did Mark achieve financial freedom through his investments? What are the advantages of Section 8 housing in Mark's investment approach? What challenges does Mark identify with the current real estate investment landscape? How does Mark assess the risks associated with individual real estate investments? What does Mark mean by "gambling" in the context of real estate? How does liquidity factor into Mark's investment philosophy? What insights does Mark provide about government involvement in real estate? What alternative rental strategies is Mark exploring, such as mid-term rentals? How does Mark's hedge fund operate with minimal overnight risk? What is geometric compounding, and how does it apply to investment strategies? What are the key benefits of participating in Mark's fund for potential investors? What steps are involved in registering a hedge fund with the SEC? What challenges does Mark face in raising capital for his hedge fund? How does Mark differentiate between hedge funds and traditional real estate investments? What advice does Mark give about being cautious with private investments? How does Mark encourage investors to approach new investment opportunities? What common pitfalls does Mark warn about in the investment landscape? How does Mark emphasize the importance of liquidity in investment choices? Mark shares how everyone can contact him. Additional Resources from Mark Anderson: Website: https://www.mbhcapitalmanagement.com/ Phone: +11(55)3345678 LinkedIn: https://www.linkedin.com/in/markanderson-mbh/ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 326: Maximizing Online Visibility with Effective SEO, with Travis Bliffen

    Play Episode Listen Later Apr 8, 2025 45:27


    TRAVIS BLIFFEN, CEO of Stellar SEO, leads an award-winning digital marketing agency with a distinguished track record spanning over a decade. His expertise shines in challenging industries such as legal, real estate, and finance, where he has helped numerous clients recover from search engine penalties and solve complex SEO problems. His profound understanding and strategic approach have solidified his reputation as a go-to expert in high-stakes SEO scenarios. Travis has published over 500 articles on SEO and link building and has been featured on countless podcasts, including “The Top 1%,” and “Jeremy Ryan Slate Podcast.” What You Will Learn: Who is Travis Bliffen? What prompted Travis to transition from a military career to working in SEO? How did Travis get started in the SEO industry after working with the Department of Corrections? What common misconceptions do business owners have about SEO and online marketing? Why is it important for SEO strategies to align with a business's desired outcomes? How can businesses measure the effectiveness of their SEO efforts beyond just traffic? What is the definition of SEO, and how does it enhance visibility on search engines? How does Travis explain the difference between commercial and informational keywords? What challenges did the first client face after working with a previous SEO agency? How did Travis help the mortgage broker increase his website traffic and close more loans? Why is SEO considered a "slow burn" compared to other marketing strategies? How can businesses optimize their online presence to attract local customers? How important is consistency in messaging across various platforms for local SEO? What should businesses do if they operate in a remote location with limited local SEO opportunities? What strategies can be employed by businesses that do not have a physical presence in a competitive market? What are some common mistakes real estate agents make regarding their online presence? How can real estate agents become experts in specific locations to improve their SEO? Why should real estate agents focus on promoting their services rather than just property listings? How can agents establish a referral network to leverage their specialized knowledge? What are the risks associated with unrealistic promises in SEO marketing? How can businesses measure the success of their SEO campaigns realistically? Travis shares how everyone can contact him. Additional Resources from Travis Bliffen: Website: https://stellarseo.com/ LinkedIn: https://www.linkedin.com/in/travisbliffen/ X: https://twitter.com/THESEOPROZ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 325: Building Wealth Through Self-Storage, with Clint Harris

    Play Episode Listen Later Apr 3, 2025 42:20


    Clint Harris is a professional real estate investor, entrepreneur, and handles capital raising and investor relations at Nomad Capital. He owns Going Coastal Property Management and hosts the Truly Passive Income podcast. With a background in medical sales, Clint built a lucrative multifamily real estate portfolio, converted to high-performing AirBnB properties. Frustrated with management services, he founded Going Coastal Property Management. For diversification, Clint transitioned to self-storage investments, eventually joining Nomad Capital as a general partner, buying old big box retail buildings and converting them to self storage. Having raised capital for over $100 million in stabilized assets, his mission is to inspire financial, location, and time independence for investors. What You Will Learn: Who is Clint Harris? How did Clint Harris transition from a 16-year career in medical sales to real estate investing? What pivotal moment led Clint to realize the need for financial, time, and location independence? How did Clint's first experience with real estate, buying a duplex, influence his investment strategy? What challenges did Clint face while building his initial portfolio of single-family homes? How does the syndication model work, and who does Clint target as potential investors? What advantages does self-storage offer compared to traditional real estate investments? How does Clint's team approach the conversion of old retail buildings into self-storage facilities? What criteria does Clint's team use to evaluate potential investment properties? How does Clint ensure that his investment strategy remains focused and disciplined? What goals does Clint have for Nomad Capital in terms of asset management and growth? What key character traits are common among successful individuals, according to Clint? How does Clint prioritize family time while managing his business and investments? What specific factors does Clint consider when evaluating the viability of a self-storage project? How has the real estate market changed in Virginia, and what opportunities does Clint see there? What insights does Clint provide about the storage industry's resilience during economic fluctuations? How does Clint describe the changing demographics of self-storage users, particularly among millennials? What advantages does Clint see in investing in self-storage compared to other asset classes? How does Clint differentiate between active real estate investing and passive investment strategies? Clint shares how everyone can contact him. Additional Resources from Clint Harris: Website: https://nomadcapital.us/ Email: Booking@quotationsmedia.com LinkedIn: http://www.linkedin.com/in/clint-harris-543265139 Podcast: https://podcasts.apple.com/us/podcast/truly-passive-income/id1693667029 Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 324: Establishing a Strong Online Presence for Agents, with William Hegmann

    Play Episode Listen Later Mar 28, 2025 39:45


    After 15 years in Technology and Sales (including 15 years at Dell Computers), William Hegmann decided to bring his technological expertise and sales experience to the Real Estate world. Since 2016, William has trained over 73,000 real estate agents across the world (including the US, Canada, New Zealand, Mexico, Australia and South Africa) to generate leads using social media. To date, the Social Agent program has helped agents and lenders generate approximately 22 Million leads and facilitated over $400 million in agent to agent referral business. On top of that, William co-founded Realty Solutions, a residential real estate brokerage based out of Austin, TX, Social Agent University, a lead generation, management, and follow-up service that specializes in helping real estate brokerages leverage lead generation for their agents and now Social Agent Content Hub! In his spare time, William loves spending time with his girls, collecting shoes, and enjoying all the wonderful things life has to offer. What You Will Learn: Who is William Hegmann? How did William Hegmann transition from a successful career at Dell to founding his own company, The Social Agent? What challenges did William face during his initial years in real estate? How did William's experiences with lead generation companies influence his approach to marketing? What are the first three steps a new agent or business owner should take to establish an online presence? How important is social media for agents, and what strategies should they implement? How does William utilize various social media platforms differently based on the industry or target audience? What lessons has William learned from his entrepreneurial journey, including his successes and failures? How does William's current business model support agents in focusing on sales rather than lead generation? What role do business development representatives (BDRs) play in William's real estate team? How can interested individuals reach out to William for his services or training? In what ways has William expanded his client base internationally? What is William's philosophy on engaging new agents versus veteran agents in the real estate industry? How does William recommend using social media for marketing without being overly promotional? What are the benefits of using organic content alongside paid advertising in social media marketing? William shares how everyone can contact him. Additional Resources from William Hegmann: Website: https://www.williamhegmann.com/ Email: william@williamhegmann.com LinkedIn: https://www.linkedin.com/in/william-hegmann-2168118/ Facebook: https://www.facebook.com/groups/thesocialagentusa TikTok: https://www.tiktok.com/@williamhegmann Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 323: Understanding Insurance Coverage for Homeowners and Renters, with Jill Brumbaugh

    Play Episode Listen Later Mar 26, 2025 49:44


    Jill Brumbaugh is a dedicated insurance and financial services professional with a passion for helping individuals, families, and businesses secure their financial futures. With extensive experience in the insurance industry, Jill specializes in crafting personalized coverage solutions that provide peace of mind and long-term security. Her expertise spans auto, home, life, health, and business insurance, ensuring that clients receive comprehensive protection tailored to their unique needs. Known for her client-focused approach, Jill takes pride in educating her customers, simplifying complex policies, and guiding them through important financial decisions What You Will Learn: Who is Jill Brumbaugh? How did she transition into the insurance industry? What are the key differences between replacement cost and actual cash value in homeowners insurance? Why is it important for homeowners to understand the distinction between replacement cost and market value? What types of personal property should be scheduled for additional coverage in homeowners insurance? What are the implications of choosing basic fire coverage versus an all peril policy for rental properties? How can landlords protect themselves and their properties with the right insurance coverage? What are the differences between named peril and all peril policies for rental properties? Why is it important for tenants to have renters insurance, and what does it typically cover? What factors should landlords consider when requiring tenants to have renters insurance? What is the purpose of bundling insurance policies, and how can it benefit homeowners? How do claims follow a homeowner if they move to a new property? What is the Lexus Nexus database, and how does it relate to insurance claims and property history? What are the implications of having a vacant property for more than 30 days regarding insurance coverage? What types of coverage should landlords consider for vandalism and burglary in rental properties? What is service line coverage, and why might homeowners want to consider it? How does flood insurance work, and what should homeowners know about its requirements? What are the potential risks of not having water backup coverage for older properties? How can homeowners increase coverage for detached structures on their property? Jill shares how everyone can contact her. Additional Resources from Jill Brumbaugh: Website: https://agents.allstate.com/jill-brumbaugh-monaca-pa.html Email: jbrumbaugh@allstate.com Phone: 724-220-1046 LinkedIn: https://www.linkedin.com/in/brumbaughinsurance/ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 322: Transforming Investments into Businesses, with Dustin Heiner

    Play Episode Listen Later Mar 21, 2025 36:51


    Dustin Heiner is a real estate investing expert and Founder of MasterPassiveIncome.com and the Real Estate Wealth Builders Conference (REWBCON) Being Successfully Unemployed at 37 years old by investing in real estate rental properties, he is now on a mission to help 1 MILLION people to invest in real estate and achieve financial freedom. Through his work at MasterPassiveIncome.com and REWBCON Dustin Heiner has become one of the leading real estate rental property experts. Dustin started MasterPassiveIncome.com from his home in 2015, while being a full-time employee, married with 4 children, owning and operating 2 other businesses, and being a full-time investor. He is very passionate about his mission to help others become successfully unemployed and never need a job again. Since then, Dustin Heiner has helped countless numbers of others to start investing in real estate rental properties. Even if his students live in very expensive cities, he shows them how they can invest all over the country. What You Will Learn: Who is Dustin Heiner? How has the real estate market changed over the past three years, according to Dustin Hiner? What advice does Dustin give regarding the best time to invest in real estate? What mindset shift does Dustin suggest for real estate investors? What experiences has Dustin had with property management and investing in different types of properties? How does Dustin prioritize cash flow over appreciation in his investment strategy? What strategies does Dustin recommend for building a successful real estate business? How can investors ensure they hire the right people for their real estate business? What are the key benefits of attending the Real Estate Wealth Builders Conference mentioned by Dustin? How does the conversation highlight the importance of collaboration and community in real estate investing? How does Dustin feel about the fulfillment gained from coaching others? What resources does Dustin offer for free to support aspiring investors? How does Dustin use conferences to connect people in the real estate investing community? What types of properties does Dustin focus on in his coaching? What strategies does Dustin recommend for investing in real estate during challenging market conditions? What is the significance of co-living in the current rental market? How does Dustin suggest investors should approach property management and hiring? What is Dustin's perspective on the importance of networking within the real estate community? Dustin shares how everyone can contact him. Additional Resources from Dustin Heiner: Website: https://masterpassiveincome.com/ LinkedIn: https://www.linkedin.com/in/dustinheiner/ Instagram: https://www.instagram.com/thedustinheiner/ Facebook: https://www.facebook.com/dustinheiner Twitter: https://x.com/DustinHeiner/ Youtube: https://www.youtube.com/c/masterpassiveincome Spotify: https://open.spotify.com/show/6Epur79DAhKyfzKL7XD4BY Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 321: Empowering Success in Real Estate, with Modupe Idowu

    Play Episode Listen Later Mar 20, 2025 32:27


    Modupe Idowu is a REMLO—a licensed Realtor in Texas & Missouri and a Lender in all 50 states, dedicated to helping individuals and families navigate the homebuying process with confidence. She has been a member of the GIA team since 2020. With a background in investigative journalism, Modupe is a two-time Emmy nominee and Emmy Award winner, formerly working in TV news as a reporter and anchor. Bridging her passion for storytelling and financial empowerment, she created Mo's Homebuyer Bootcamp Challenge, a hands-on program designed to help first-time buyers overcome fear and uncertainty in the homeownership journey. The boot camp provides expert guidance on the buying process, hurdles to homeownership, and strategies to overcome financial barriers, including high debt-to-income ratios and mortgage credit readiness. To further support homebuyers, she developed a Financial Tracker, a tool designed to help individuals assess their financial standing, improve their debt-to-income ratio (DTI), and track savings goals for a successful home purchase. With years of experience in real estate investment, negotiations, and creative marketing strategies, Modupe has helped countless buyers and sellers achieve their property goals. Whether through her role as a Realtor, Lender, or Educator, she remains committed to empowering individuals to make informed, strategic decisions on their journey to homeownership. What You Will Learn: Who is Modupe Idowu? What background does Modupe (Mo) have before entering the real estate industry? How did Mo transition from journalism to real estate? What insights does Mo share about her experiences in the media field and the restrictions that come with it? What unique challenges does Mo highlight about starting her career in real estate? How does Mo describe the importance of building a network in the real estate business? What is the purpose of the boot camp that Mo created, and who is it aimed at? How did the COVID-19 pandemic influence the development of Mo's home buyer boot camp? What educational strategies does Mo employ in her boot camp to help first-time homebuyers? How does Mo integrate different learning styles into her boot camp curriculum? How does Mo's experience in various states contribute to her ability to educate clients across the U.S.? How can new agents leverage courses or digital products to build credibility and confidence? What niche does Mo suggest new agents focus on to establish themselves in the market? Why is it important for agents to think about both immediate deals and future opportunities? How does Mo address the different learning styles of students in her training program? What additional digital products will be offered alongside the boot camp? How does Mo's financial tracker assist buyers in preparing for homeownership? Modupe shares how everyone can contact her. Additional Resources from Modupe Idowu: Website: https://homebuyerbootcampchallenge.com/ Email: mo@opendoorsrealtyhomes.com Instagram: https://www.instagram.com/iammodupeidowu/ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 320: Building a Successful Property Management Strategy, with David Chesnosky

    Play Episode Listen Later Mar 12, 2025 37:32


    Based in San Francisco, David works with a wide range of clients, from individual renters to property management companies and real estate investors. His expertise lies in efficiently matching tenants with the perfect apartment that meets their needs and budget. David's personalized approach, attention to detail, and commitment to exceptional customer service have earned him a reputation as one of the top leasing brokers in the city. His success can be attributed to his deep familiarity with the diverse neighborhoods of San Francisco, staying up-to-date on rental trends, market conditions, and the unique characteristics of each area. Whether clients are seeking a cozy studio in a vibrant neighborhood or a luxurious penthouse with panoramic views, David has the resources and connections to find the ideal residential property. What You Will Learn: Who is David Chesnosky? What is his expertise related to the rental market in the Bay Area? How did David get started in the real estate business? What experiences did David have while managing a corporate furnished apartment building? How does the rental market differ between downtown San Francisco and other neighborhoods? What are the advantages of investing in multifamily properties versus single-family homes in San Francisco? What improvements can property owners make to maximize rental income? What common mistakes do homeowners make in the rental market? Why is it important for property owners to stay informed about rental regulations and compliance? What are the benefits of hiring a property management company versus managing rentals independently? How can hiring a property management company help investors optimize their returns? What strategies does David use to attract tenants to his rental properties? How does the rental market in San Francisco differ from that in cities like New York? What platforms does David utilize to market his rental listings? How does social media play a role in attracting leads for rental properties? What percentage of tenants seeking rentals in San Francisco are new arrivals to the city? What should investors consider when purchasing rent-controlled properties? Why is a long-term investment horizon important for success in the San Francisco rental market? How do property owners benefit from maintaining good relations with tenants under rent control? What incentives are currently being offered to investors for building or renovating affordable housing in San Francisco? How can property owners effectively manage tenant turnover to maximize rental income? What resources are available for property owners to understand legal compliance and tenant screening? David shares how everyone can contact her. Additional Resources from David Chesnosky: Website: https://rentalsinc.com/ Email: hello@rentingsf.co LinkedIn: https://www.linkedin.com/in/david-chesnosky-6159a496/ Instagram: https://www.instagram.com/rentingsfinc TikTok: https://www.tiktok.com/@rentingsf Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 320: Assessing Compatibility in Financial Planning, with Shannon Wilson

    Play Episode Listen Later Mar 7, 2025 36:33


    Shannon Wilson, based in Scottsdale, AZ, US, is currently a Founder and CEO at Aston Penney. Shannon Wilson brings experience from previous roles at WealthPoint, LLC, FFL, Keller Williams Beverly Hills and Barrett-Jackson Auction Company. Shannon Wilson holds a 2004 - 2008 Bachelor of Science - BS in Communication and Sociology @ Arizona State University.  What You Will Learn: Who is Shannon Wilson? What personal journey led Shannon to her current role in the financial industry? What challenges did Shannon face when she started her career in real estate? How do annuities fit into the larger context of a financial portfolio? Why do some wealth advisors criticize annuities and life insurance products? What factors influence a person's risk capacity as they approach retirement? What types of annuities are currently considered beneficial for retirement income? What is the ideal age range for individuals to consider accumulating annuities for retirement income? Why is it beneficial to allow an annuity to accumulate before withdrawing funds? What are the risks associated with long-term care, and how can annuities help mitigate these risks? In what ways can high interest rates enhance the benefits of annuities? How does Shannon approach compatibility assessments during initial consultations with clients? Why is it important to understand the different biases that wealth advisors may have towards annuities? What are the potential downsides of relying solely on a wealth advisor for annuity advice? How does Shannon collaborate with wealth advisors and other professionals to ensure optimal financial outcomes for clients? What initial steps can clients take if they want to approach Shannon directly for annuity advice? How does Shannon's expertise in research and analysis benefit her clients in selecting annuities? Why is it recommended to consult a specialist when considering annuities rather than trying to research independently? What contact information can listeners use to reach Shannon for a consultation? How does the podcast encourage listeners to engage and provide feedback? Shannon shares how everyone can contact him. Additional Resources from Shannon Wilson: Website: https://www.astonpenney.com/ Email: shannon@astonpenney.com LinkedIn: https://www.linkedin.com/in/shannon-wilson-founder-aston-penney/ Facebook: https://www.facebook.com/shannon.goldsmith.LARE/ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 319: Creating a Positive Culture in Real Estate, with Tom Curtin

    Play Episode Listen Later Mar 5, 2025 40:13


    Tom embarked on his real estate journey in 2001, working alongside his wife Joanne to build the operational foundation of the Curtin Team.  Leveraging insights from his previous marketing roles, Tom played a pivotal role in assembling a team of top-notch Realtors and Administrative staff. Together, they cultivated a client-centered organization that has successfully closed over $700 million in sales and facilitated 2,000 transactions. A driving force behind the launch of the Keller Williams Realty Roswell Market Center, Tom's strategic leadership has positioned it as one of the premier offices in the Southeast Region. Beyond his executive role, Tom manages a real estate portfolio in North Atlanta and shares his expertise, teaching others to create wealth through real estate. Tom's passion for investing and commitment to helping others achieve financial freedom define his professional journey. He strongly advocates for work-life balance. This principle inspired the team approach in his real estate practice, allowing fellow Realtors the rare opportunity to enjoy both professional success and personal fulfillment. Tom has a business degree from the prestigious Honors Program at the University of Georgia and is a Roswell High School alum. Outside the office, you'll find him hiking or at his cabin in Blue Ridge, embodying the balance he values. Tom and Joanne, proud parents of two high schoolers, call Milton home. What You Will Learn: Who is Tom Curtin? How did Tom and his wife, Joanne, get started in real estate? What motivated Joanne to transition from teaching to a career in real estate? What challenges did Tom and Joanne face in their early days of building a real estate team? What were some pivotal moments in their early career that shaped their approach to real estate? How did the lack of experience in working with buyers affect their initial success? How important is it to have a clear hiring process when building a team? How did they maintain a positive work environment and culture within their growing team? How did Tom and Joanne adapt to the challenges of managing a larger team? What strategies did they implement to ensure effective management of their team? What insights does Tom have about the importance of being present in the office? How do market shifts influence Tom's approach to leadership and management? What factors contribute to the continued growth of the Roswell and greater Atlanta area? What is the current state of the real estate market in Roswell compared to Blue Ridge? How do Tom and Joanne approach investment opportunities in the area? What strategies do they use to communicate their willingness to buy homes to their database? How does Tom ensure consistency in marketing efforts for his team? What lessons has Tom learned from working with challenging clients in his early career? How do strategic partnerships play a role in the team's expansion plans? What are the key attributes Tom looks for when considering new team members? How does Tom support the personal growth and career development of his team members? What is the significance of having a clear vision for the team's future? Tom shares how everyone can contact him. Additional Resources from Tom Curtin: Website: https://www.curtinteam.com/meet-the-team/ Email: tom@curtinteam.com Facebook: https://www.facebook.com/tjcurtin/ Instagram: https://www.instagram.com/thetomcurtin/ YouTube: https://www.youtube.com/user/joanneandtomcurtin Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 318: Exploring Innovative Strategies for Building Wealth, with Tom Suvansri

    Play Episode Listen Later Feb 28, 2025 39:46


    Born in Lower Merion, raised in Cherry Hill, and a Penn State Grad, Tom adds a ton of value to the Perennial Pride Team as a specialist in advanced insurance strategies and investment analysis. Tom is a tremendous asset for clients looking to take control of their finances due to his analytical strength, his focus on serving clients, and his feeling of responsibility towards others. In addition, Tom has had success within real estate investing through the ownership and management of various rental properties as well as participating in private lending arrangements. Tom currently resides in Stamford, CT, with his wife, Bridget and their two boys, Aidan and Colin. In his free time, Tom loves to read, exercise, play an occasional round of golf, and just enjoy family time. What You Will Learn: Who is Tom Suvansri? What motivated Tom to leave corporate America and pursue real estate? How did Tom learn to build wealth and cash flow? What are the challenges of relying solely on one stream of income? What financial lessons did Tom learn from observing his parents? What foundational principles does Tom believe are essential for wealth building? How can individuals take control of their financial lives away from the banking system? What role does mindset play in financial discipline and consistency? How does the banking system impact individual financial freedom? What alternatives to traditional banking does Tom propose? What are the four rules that financial institutions operate by, according to Tom? What are some core challenges in modern society regarding finance and banking? How can individuals play offense when it comes to building wealth? What is the concept of infinite banking, and how does it work? What advantages does borrowing against a life insurance policy provide? How do wealthy individuals leverage life insurance for wealth building? What is the importance of a discovery phase when working with clients? How does Tom's approach to wealth management incorporate a team of advisors? What are the challenges of a one-size-fits-all approach in financial advising? How can individuals diversify their investments across different asset classes? What role does discipline play in building wealth over time? How can listeners connect with Tom and learn more about his services? Tom shares how everyone can contact him. Additional Resources from Tom Suvansri: Website: http://perennialpride.com/ Email: tom@perennialpride.com LinkedIn: https://www.linkedin.com/in/tom-suvansri-52309b2/ Facebook: https://www.facebook.com/perennialpride YouTube: https://www.youtube.com/@perennialpride7448 X: https://twitter.com/perennialpride Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 317: Unlocking Real Estate Success, with Todd Pigott

    Play Episode Listen Later Feb 26, 2025 40:32


    As Principal and President, Todd Pigott oversees ZINC Financial and the ZINC Income Fund. Founded in 2007, ZINC Financial is a licensed lender having originated and serviced close to $1 billion in loans, with a loss ratio of less than 1/8%. The ZINC Income Fund was started in 2020 as a vehicle for investors to benefit from ZINC Financial's lending. Prior to ZINC, Todd held the position of President at one of the largest interior and exterior maintenance companies in the California Central Valley.   What You Will Learn: Who is Todd Pigott? How did Dan's early life experiences shape his journey into real estate? What pivotal moments led Dan to transition from his previous business to starting Zinc? How does Dan's company assist investors in purchasing distressed properties? What is the Zinc Income Fund, and how does it benefit investors? How does the lending process work for real estate investors seeking funds through Zinc? How does Dan evaluate the potential value of a distressed property? What are the benefits for first-time homebuyers purchasing rehabilitated properties through Zinc? What motivates first-time homebuyers to purchase rehabilitated properties through Zinc? What role does Zinc play in financing the purchase of distressed properties? What are the key protections for investors' principal in the Zinc business model? Why does Dan choose not to engage in consumer lending? What factors contribute to the low risk associated with Zinc's loans? How does Dan address concerns about market fluctuations affecting his lending model? What strategies does Zinc employ to ensure timely turnover of properties? How does Dan ensure that his investments are secure and profitable? What resources does Zinc provide for both investors and borrowers? How can potential investors get involved with the Zinc Income Fund? How does Dan's personal investment in the fund influence his business decisions? What metrics does Zinc track to assess the housing market and investment opportunities? Todd shares how everyone can contact him. Additional Resources from Todd Pigott: Website: https://www.zincinvesting.com/ Email: Todd.p@zinc.net LinkedIn: https://www.linkedin.com/company/zinc-income-fund/ Facebook: https://www.facebook.com/ZINCIncomeFund Instagram: https://www.instagram.com/zincincomefund/ X: https://twitter.com/FundZinc Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 316: Transforming Real Estate Transactions with Technology, with Brad Binder

    Play Episode Listen Later Feb 21, 2025 37:37


    Brad Binder is an accomplished professional in the real estate and mortgage banking sectors, currently serving as a Founding Partner at AskLocal Marketplace since January 2022, where expertise is focused on empowering real estate agents, vendors, and consumers through a free user-access network. Prior experience includes notable roles such as Managing Partner and Chief Executive Officer at AskLocal Real Estate, as well as serving as Branch Manager at Revolution Mortgage. Brad Binder has held various positions in mortgage consulting and banking with First Commonwealth Bank, Fifth Third Bank, First Federal Lakewood, JPMorgan Chase, MLD Mortgage Inc., and Wholesale Mortgage Group, specializing in diverse lending options including construction and renovation loans. Brad Binder holds a Master's degree in Residential Lending and has a strong foundation in real estate expertise.   What You Will Learn: Who is Brad Binder? How does Brad Binder differentiate himself from other lenders? What challenges does Brad mention regarding the current lending and real estate environment? How did Brad get started in the real estate and lending business? What is Ask Local, and how does it serve the real estate market? What benefits does Ask Local offer in terms of transparency and engagement for consumers? How does the platform ensure that all parties involved in a transaction are informed and aligned? How does Brad feel about his transition into technology and software development within the real estate industry? What features does Ask Local provide to ensure timely communication and updates during the transaction process? How does Ask Local help streamline the roles of agents, lenders, and title companies in real estate transactions? How does the Ask Local platform aim to improve communication between home inspectors and clients? What does Brad believe is the fastest way to build trust in the real estate industry? How does Ask Local provide a roadmap for clients during real estate transactions? What kind of technology does Ask Local utilize to streamline the real estate process? What types of professionals does Brad mention could benefit from using Ask Local? How does Ask Local ensure privacy and security for users in different transactions? What advantages does Ask Local offer in dealing with title companies during real estate transactions? How does the platform handle state-specific requirements and regulations for real estate transactions? What is the overall goal of Ask Local in terms of improving efficiency and reducing stress in real estate? How can agents and consumers get in touch with Ask Local for further information? What does Brad say about the importance of transparency in real estate transactions? How does the Ask Local app improve the user experience for busy professionals, such as pilots and engineers? How does Brad describe his approach to customer service in the mortgage industry? Brad shares how everyone can contact him. Additional Resources from Brad Binder: Website: http://www.asklocal.com/ Email: Support@Asklocal.com LinkedIn: https://www.linkedin.com/in/brad-binder-aa31713b/ Facebook: https://www.facebook.com/AskLocalRealEstate/ Instagram: https://www.instagram.com/asklocalmarketplace/ TikTok: https://www.tiktok.com/@asklocalmarketplace X: https://x.com/asklocalmarketplace Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 315: Empowering Women in Real Estate, with Trixy Castro

    Play Episode Listen Later Feb 19, 2025 38:55


    Trixy Castro, a dynamic entrepreneur, is passionate about empowering individuals, especially women, to excel in their business and entrepreneurial pursuits. With a remarkable career spanning over two decades, Trixyhas founded and invested in over 50 companies across diverse industries. Her journey is a testament to her determination, resilience, and unwavering belief in the power of mindset transformation.   • First generation American and a self-made entrepreneur • Founded and invested in over 50 companies  • Former Founder and CEO Genesis Capital, acquired by Goldman Sachs • Former CEO and Owner of Hudson & Marshall, acquired by Fidelity National Title • Official Member of the Forbes Finance Council As a visionary leader, Trixy understands the unique challenges faced by women in the business world and has made it her mission to inspire and guide them toward ssuccess. Through her speaking engagements and mentorship, Trixy provides practical strategies, insights, and motivation to help women overcome obstacles, leverage their strengths, and achieve their goals.     What You Will Learn: Who is Trixy Castro? How does Trixie Castro's story reflect the entrepreneurial spirit and the American dream? What were the circumstances that inspired Trixie to start her first business at a young age? How did Trixie's early experiences in her family shape her understanding of work and contribution? How did Trixie identify real estate as a key area for her future endeavors? What challenges did Trixie face when starting Genesis Capital? How did Trixie's mindset evolve throughout her entrepreneurial journey? What role did resilience and grit play in Trixie's success as an entrepreneur? What importance does Trixie place on investing in oneself as part of the entrepreneurial journey? How does Trixie emphasize the importance of writing things down in business and learning? What are some practical strategies that can be applied across different industries for success? How do the principles of having the right product, process, and people contribute to business success? What challenges do women in the real estate industry still face today? How can women shift their mindset to recognize their capabilities and strengths in the workplace? How does Trixie suggest breaking down goals into manageable steps for better clarity and execution? What practices does Trixie recommend for starting the day positively and with intention? How can individuals view challenges as learning experiences in their journey toward success? Trixy shares how everyone can contact her. Additional Resources from Trixy Castro: Website: https://www.trixycastro.com/ Email: Inquries@TrixyCastro.com LinkedIn: https://www.linkedin.com/in/trixy-castro-7591a420/ Instagram: https://www.instagram.com/trixycastro/ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 314: Navigating Creative Real Estate Strategies for Success, with Jenn & Joe Delle Fave

    Play Episode Listen Later Feb 14, 2025 41:48


    With over two decades of experience, Joe and Jenn, The Dun Rehind the Creative Finance Playbook, is the #1 resource for learning how to buy real estate without traditional bank financing, relying on credit, or needing large cash reserves- all from the comfort of your home. As hosts of the Creative Finance Playbook Podcast, which ranks in the top 10% of global podcasts.  Jenn and Joe have established themselves as experts in the real estate community. They have been featured on influential platforms like the BiggerPackots Podcast and Roal Estate Rookie Podcast. Through their innovative approach and by re-engineering their business model to operate remotely, they have empowered their students to secure both financial and time freedom from the comfort of their homes. What You Will Learn: Who are Jenn & Joe Delle Fave? How did Joe get started in real estate investing, and what was his initial experience? What motivated Jen to join Joe in real estate investing, and how did their journey evolve? How did they discover creative financing? What was the pivotal moment in 2016 that led them to explore seller financing and other creative purchasing techniques? What strategies did they implement to grow their real estate business and increase deal flow? What lessons did they learn from previous experiences in real estate investing? How do they plan to educate others about real estate investing and sharing their experiences? What strategies do Jenn and Joe use to increase the value of properties they acquire? How do they handle situations where tenants need more time to secure financing? What benefits do they see in allowing tenants to buy the property, and how does this impact their cash flow? How do they leverage the profits from property sales to acquire additional properties? What types of properties do they consider for fix and flip projects? How do they approach motivated sellers, and why is this important in their strategy? What are the pros and cons of creative purchasing techniques in real estate? What are some specific benefits of negotiating directly with sellers instead of through traditional banks? What challenges do they face when working with motivated sellers? How do Jenn and Joe involve their children in their real estate business? What educational approaches do they use to teach their children about real estate and financial literacy? Jenn & Joe shares how everyone can contact them. Additional Resources from Brian T Bradley: Website: https://creativefinanceplaybook.com/ Email: hattie@creativefinanceplaybook.com Phone: 585 - 329 - 4072 Tiktok: https://www.tiktok.com/@creativefinanceplaybook Facebook: https://www.facebook.com/groups/697698484785637 Instagram: https://www.instagram.com/creativefinanceplaybook/ YouTube: https://www.youtube.com/@creativefinanceplaybook Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 313: Protecting Assets and Planning Finances, with Brian T Bradley

    Play Episode Listen Later Feb 12, 2025 37:01


    Brian T. Bradley, JD. Esq. is a distinguished Asset Protection Attorney, Financial Planner, and #1 Best Selling Author of the book: Over Exposed! Brian is also a husband, father, and highly ranked Brazilian Jiu Jitsu practitioner. He is a sought-after educator and speaker in both the legal and financial spheres. Brian is the founder of Bradley Legal Corp and Bradley Financial Planning and is passionate about educating people against legal attacks on wealth and empowering people to take charge of your financial well-being by leveraging tools like The Hybrid Bridge Trust and personalized tax-deferred financial strategies. What You Will Learn: Who is Brian T Bradley? What led Brian Bradley to specialize in asset protection? How does he define asset protection, and why is timing important in establishing it? What misconceptions do people have about asset protection, especially in relation to taxes and trusts? What are the limitations of LLCs in providing asset protection? What types of trusts can be used for asset protection, and what are the differences between them? Why is it important for high-risk professionals to have a solid asset protection plan? What are the benefits of a hybrid trust in asset protection? What is the difference between term life insurance and permanent life insurance? How do whole life insurance and indexed universal life insurance (IUL) differ in terms of cash value and growth? Why is it important for individuals to consider both life insurance and asset protection in their financial planning? What are the advantages and disadvantages of using annuities compared to 401(k) plans? How can individuals ensure that their annuities are inheritable for their beneficiaries? What financial strategies should someone with real estate investments consider when planning for retirement? Why is it essential to have a comprehensive estate plan, and what elements should it include? How can individuals prepare for potential financial gaps, such as those arising from medical expenses or legal issues? What advice does he offer for planning and implementing financial protection strategies over time? Brian shares how everyone can contact him. Additional Resources from Brian T Bradley: Website: https://btblegal.com/ Email: brian@btblegal.com Phone: (888) 773-9399 LinkedIn: https://www.linkedin.com/in/brian-t-bradley-esq-a47a7b12/ Facebook: https://www.facebook.com/profile.php?id=100035926521724 X: https://www.x.com/TahoeVandals99 YouTube: https://www.youtube.com/channel/UC-9W72jqtV_ze45Lz6pwjgA Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 312: Exploring Effective Tax Strategies for Business Owners, with Eric Pierre

    Play Episode Listen Later Feb 7, 2025 35:59


    Eric Pierre is a second-generation CPA and former professional basketball player, Eric brings the same competitive edge to finance that he brought to the court. He graduated with a Master of Professional Accountancy from Stephen F. Austin State University and holds CPA licenses in both Texas and California.   While many CPAs stick to basic moves, Eric sees the entire board, anticipating challenges and opportunities far in advance. His strategic approach to wealth preservation has caught the attention of major media outlets, with Eric being quoted or mentioned in Forbes, CNBC, and Bloomberg Tax.   Eric's expertise allows him to navigate the complex world of finance with the precision of a seasoned pro. For those seeking to protect and grow their wealth, he offers more than just accounting services. Eric provides comprehensive strategies, always thinking several moves ahead to ensure his clients win in the high-stakes game of financial success.   What You Will Learn: Who is Eric Pierre? Why is effective tax management considered essential for business owners? What unique challenges do high net worth individuals face regarding taxes? What specific tax strategies are discussed, such as the "Augusta Rule" and vehicle depreciation? How can real estate investments impact tax liabilities and benefits for business owners? What qualifications must someone meet to be considered a qualified real estate professional for tax purposes? What common misconceptions about wealthy individuals and their tax issues are addressed in the conversation? What tax rule allowed the host to expense major capital expenditures like roofing through business entities? How does cost segregation and bonus depreciation work for property owners? What common misconceptions do people have about IRS audits and tax-related issues? What are some common mistakes or oversights consumers make regarding tax management? How can tools like QuickBooks assist business owners in tracking their expenses effectively? What is the significance of the Opportunity Zone legislation in tax planning? What are the main topics covered in Eric's book, "The Great Tax Escape"? What tax planning strategies should people consider as the year-end approaches to prepare for tax season? Eric shares how everyone can contact him. Additional Resources from Eric Pierre: Website: http://www.pierreaccounting.com/ Email: eric@pierreaccounting.com Phone: 619-997-2750 LinkedIn: http://www.linkedin.com/in/pierreaccounting Facebook: http://www.facebook.com/pierreaccounting/ Instagram: http://www.instagram.com/pierreaccounting/ X: http://x.com/PierreCPA YouTube: http://www.youtube.com/channel/UCO1XWRM-KZpjtlrbHnrYGFg Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 311: Transitioning from House Hacking to Multifamily Investing, with Matt Faircloth

    Play Episode Listen Later Jan 31, 2025 42:27


    Matt Faircloth is the co-founder and president of the DeRosa Group, a real estate investment company that specializes in buying and renovating residential and commercial properties. Matt and his wife, Liz, started investing in real estate in 2004 with a $30,000 loan. They founded DeRosa Group in 2005 and have since grown the company to managing more than 370 units throughout the east coast. DeRosa has completed more than $30M in real estate transactions involving private capital--including fix-and-flips, single-family home rentals, mixed-use buildings, apartment buildings, office buildings, and tax lien investments.    He is the author of Raising Private Capital, has been featured on the BiggerPockets Podcast, and regularly contributes to BiggerPockets' educational webinars. Matt, Liz, and their two adorable kids currently live in New Hope, PA. Joe Fairless controls over $135M of real estate with a specific focus on value-add multifamily acquisitions. He's also host of the popular podcast, Best Real Estate Investing Advice Ever Show, which is the world's longest-running daily real estate podcast. Past interview guests include Barbara Corcoran and Robert Kiyosaki. He currently resides in Cincinnati, Ohio and is on the Alumni Advisory Board for The College of Media and Communication at Texas Tech University and the Board of Directors for Junior Achievement. What You Will Learn: Who is Matt Faircloth? What pivotal moment led Matt Faircloth to start investing in real estate? How did Matt's wife influence his decision to pursue real estate investing? What was Matt's first experience with renting a home, and what prompted him to consider buying? How did Matt use house hacking to manage his mortgage payments? What was Matt's journey after living in his first rental property? How did Matt and his wife transition from single-family homes to multifamily properties? What challenges did Matt face in the early days of his real estate investing journey? What strategy does Matt recommend for new real estate investors starting out? Why does Matt emphasize the importance of building one's own business rather than relying on a mentor? What are some of the red flags Matt warns about regarding high-cost real estate programs? What are the common pitfalls that new investors face when seeking education in real estate? How does Matt's program address different personality types in real estate investing? What are the four personality types Matt identifies in his approach to real estate? What types of real estate projects is DeRosa Group currently focusing on? What does Matt say about the future of the multifamily market and potential corrections? How can people learn more about the DeRosa Group and its educational resources? Matt shares how everyone can contact him. Additional Resources from Matt Faircloth: Website: https://www.derosagroup.com/ LinkedIn: https://www.linkedin.com/in/mdfaircloth/ Instagram: https://www.instagram.com/themattfaircloth/ YouTube: https://www.youtube.com/@DeRosaGroup Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg  

    Episode 311: Unlocking Wealth with Creative Financing, with Nayia Pierrakos

    Play Episode Listen Later Jan 28, 2025 40:55


    Originally from Greece, Nayia Pierrakos came to America in 1988. An entrepreneur since her early twenties, Nayia has broad experience from the retail, recruiting, consulting, and real estate industries. Nayia purchased her first property over twenty years ago when she was twenty-three, around the time she became a real estate agent. Nayia loves to learn and has a student mindset, and she has used this passion for growth to find ways to help others become the architects of their lives. She is achieving this through her company Wealth Thru Real Estate where she educates real estate professionals how to bring value to sellers, learn how to leverage, and become financially independent. Nayia is an elite-level real estate investor, mentor, speaker, and coach. She has shared her motivational stories and success strategies with thousands of growth-minded individuals around the U.S. Her mission is to help people achieve their dreams while making a positive impact on the world. Nayia has spoken for numerous organizations, including Real Estate Investor Associations and entrepreneurial groups. Her audiences include real estate agents and real estate investors from the beginner to the seasoned professional. Nayia has a passion for real estate investing and giving forward to make an impact in the lives of those she meets. Nayia has bought and sold more than $40 million of personal real estate and recently profited more than $1.8 million in a period of less than 24 months using her FLEXX Model. Her focus is on being a Value Amplifier and bringing out of the box solutions to all the sellers she works with by structuring creative deals and using the subject-to strategy. Nayia's mission is to be a catalyst for 1,000 entrepreneurs in becoming multi-millionaires, achieving financial freedom, and living the life of their dreams, which she does through Wealth Thru Real Estate. Her biggest accomplishment is being a mom of three amazing boys, Georgio, Vasili, and Aristotle. She wants to set a good example and make them proud so they can create their best life. What You Will Learn: Who is Nayia Pierrakos ? What led Nayia Pedracos to start her first business after being laid off? How did Nayia's background and family influence her entrepreneurial journey? What experiences did Nayia have in the retail industry before transitioning to real estate? How did Nayia learn about creative deal structuring and financing in real estate? What does Nayia mean by "buying houses creatively subject to existing loans"? How does Nayia evaluate the financial aspects of a property deal with a seller? How does Nayia ensure that the existing loan stays in place when purchasing a property? How can someone qualify for another loan if they have an existing loan in their name due to a subject-to purchase? What happens if the investor fails to make the mortgage payments on a subject-to property? How does the amortization schedule affect the principal and interest payments on a property over time? How does Nayia work with private lenders to finance property purchases and renovations? In what ways do Nayia's strategies help solve problems for sellers facing foreclosure or financial difficulties? How does Nayia educate real estate agents to think like investors and leverage their skills? What are the tax benefits of holding properties for longer periods in real estate investing? How does Nayia emphasize the importance of building wealth through real estate? What is Nayia's vision for creating multimillionaires through real estate investing? Nayia shares how everyone can contact her. Additional Resources from Nayia Pierrakos: Website: http://www.wealththrurealestate.com/ Email: nayia@wealththrure.com6 Phone: +1 (703) 864-8081 LinkedIn: https://www.linkedin.com/in/nayiapierrakos/ Facebook: https://www.facebook.com/nayia.pierrakos/ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 310: Finding Financial Peace and Security, with David J Bradford

    Play Episode Listen Later Jan 24, 2025 45:25


    David J. Bradford, a vanguard in wealth management and the architect of Drive Planning, is reshaping the landscape of financial planning. Rejecting traditional approaches like penny-pinching and exhaustive 401k investments, Bradford brings a game-changing strategy with his "trick plays" to escalate portfolio growth and fast-track financial freedom. His critique of conventional wisdom—that market volatility is beneficial—sets him apart, advocating for building wealth in real estate-backed, contractual vehicles to ensure secure, predictable cash flow. This pivot from the stock market's unpredictability to a steadier ascent towards wealth is the cornerstone of Drive Planning. Bradford's insights extend into tax-efficient strategies, focusing on alternative methods to mitigate hidden tax burdens and bolster client income streams, facilitating a life of less work and more freedom. His commitment to financial education shines through in his soon to be released, groundbreaking book, Trick Plays of the Rich, demystifying the investment tactics of the wealthy and promoting a culture of knowledge and financial independence​​.   What You Will Learn: Who is David J Bradford? How did David transition from his early career and personal experiences to his current role in financial planning? Why does David criticize traditional financial advice, such as relying heavily on 401(k) plans? How does David use the analogy of football teams to explain the differences in financial strategies between the rich and the middle class? What are some common misconceptions about financial planning that he addresses? In what ways can individuals unknowingly lose money, and how can they address these issues? How can real estate investments potentially lead to zero income tax, according to David? What is a Charitable LLC, and how can it be beneficial for high-income earners? The importance of finding the right financial coach or accountant for tax strategies. In what ways can individuals benefit from having cash readily available instead of rolling over investments continuously? What advice does David give to recent graduates looking to invest in real estate? How does David describe the relationship between debt and opportunity for wealthy individuals? Why does David emphasize the importance of getting equity out of properties rather than locking it up? How does David connect the importance of surrounding oneself with abundance-minded individuals to achieving financial success? What overarching philosophy does David emphasize regarding financial planning and personal growth? How does David view the interconnectedness of various aspects of life, such as spiritual, physical, and financial well-being? David shares how everyone can contact him. Additional Resources from David J Bradford: Website: morewithdavid.com LinkedIn: https://www.linkedin.com/in/morewithdavid/ Facebook: https://www.facebook.com/davidjbradford Instagram: https://www.instagram.com/davidjbradford/ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 309: Building Wealth Through Real Estate Investing, with Arn Cenedella

    Play Episode Listen Later Jan 22, 2025 35:57


    Arn Cenedella is a real estate broker and investor with over four decades in the industry. Starting in 1978, Arn built a thriving Silicon Valley residential brokerage business in Palo Alto and Menlo Park CA while building a sizable portfolio of single family rental properties in the Bay Area and across the US. Over this period, Arn assisted many other investors build their rental portfolios and is well-versed in all aspects of real estate investment including acquisition, market analysis, financing, management, and 1031 exchange. In 2014, Arn moved to Greenville SC to start a new life adventure. Arn continued to invest in small residential income properties in the Carolinas. In 2020, Arn transitioned his SFR rental portfolio to multifamily investments and founded Spark Investment Group to help busy professionals and parents reap the benefits of commerical real estate investment without the hassle of operating the properties. Arn currently manages and operates a multifamily portfolio as general partner and sponsor of over 1,100 units with a total value in excess of $138M. What You Will Learn: Who is Arn Cenedella? How did Arn get started in the real estate business? What advice did Arn's father give him regarding combining brokerage income and real estate investment? What are some key strategies Arn used for successful real estate investing? How has Arn's investment focus evolved from single-family homes to multifamily syndication? What is multifamily syndication, and how does it work for investors? How does Arn manage the properties he invests in, and what role does his partner play? What types of properties does Arn currently invest in, and what is the strategy behind these investments? What are some benefits of investing in new build-to-rent products, according to Arn? How does the property management model work within Arn's investment strategy? How does Arn locate and source the properties he invests in? What are some methods Arn uses to find off-market properties? How does Arn leverage social media in his real estate investment strategy? What role does direct-to-seller marketing play in Arn's sourcing strategy? What is the difference between "waiting to buy" and "buying and waiting" in real estate? What drives Arn to help others invest in real estate? How does Arn view the importance of teamwork in multifamily investment groups? What are the key principles behind the "SPARK" acronym related to Arn's investment approach? Arn shares how everyone can contact him. Additional Resources from Erin Helle: Website: https://investwithspark.com/ Email: arn@investwithspark.com Phone: 650 - 575 - 6114 LinkedIn: https://www.linkedin.com/company/spark-investment-group Facebook: https://www.facebook.com/Spark-Investment-Group-103741398129523 YouTube: https://www.youtube.com/channel/UCo8iXP8V2DOBRnBpJVj-30Q Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 308: Empowering Change Through Real Estate, with Erin Helle

    Play Episode Listen Later Jan 17, 2025 31:48


    Erin is a self-made millionaire who achieved financial freedom through real estate investing in less than four years. To date, she has helped over 600 other investors to build cash flowing real estate portfolios.   A U.S. Army Veteran, Erin understands what it's like to work for “the man” and be limited by a schedule and fixed income. Erin created a system to allow her to live a life by design and now has the time and resources to give back and focus on her family. She is a Realtor ® at eXp Realty and is passionate about growing her team of agents and mentoring them to build the business of their dreams. She currently has 13 agents with plans for continual growth.   Erin's real estate portfolio includes 95 rental units. Erin's courses and conferences empower investors to dream big and ruthlessly pursue their goals! She has a personal goal of creating a million millionaires!     What You Will Learn: Who is Erin Helle? How did Erin first get involved in the world of real estate investing? What personal motivations drove her to seek financial freedom after her military service? What were her initial experiences with house flipping, and how did she manage that alongside family responsibilities? How does she support other agents in building their businesses and achieving financial independence? What kind of educational resources does she offer on her website, and how can they benefit aspiring investors? Why does she believe it's important for individuals to define their personal financial goals? Why did she decide to shift from short-term rentals to long-term residential units? What are some advantages of syndication for generating passive income and diversification in real estate? What inspired her to start her foundation aimed at helping children, and what are its main objectives? What inspired Erin to establish the For the Kids Foundation, and what are its main objectives? Why does Erin believe it is essential to help children and families facing financial hardships? How does Erin view the relationship between financial stability and alleviating life problems? What advice does Erin have for investors who are feeling uncertain during fluctuating markets? How important is adaptability and creative strategy in navigating real estate investing? Erin shares how everyone can contact her. Additional Resources from Erin Helle: Website: http://bcglobalinvestments.com/ Email: erin.m.helle@gmail.com Phone: +1 (716) 860-2521 LinkedIn: https://www.linkedin.com/in/erin-helle-a99200111/ Instagram: https://www.instagram.com/theerinhelle_investorcoach/ Facebook: https://www.facebook.com/theerinhelle YouTube: https://www.youtube.com/channel/UC4ItBVtWDe2VaaAWh3JDaiQ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg  

    Episode 307: Maximizing Cash Flow, with Chris Long

    Play Episode Listen Later Jan 15, 2025 32:48


    With over 13 years of work experience in the construction and storage industry, I am a licensed carpenter and a storage expert who is passionate about creating innovative and customized solutions for my clients. As the president of Longyards Storage, a storage provider that combines traditional storage needs with a new trend of storage yards, I lead a team of professionals who are committed to delivering high-quality service, security, and convenience. I value collaboration, creativity, and customer satisfaction, and I strive to bring diverse perspectives and experiences to the industry.   At Longyards Storage, I oversee the operations, marketing, and sales of the company, as well as the development and implementation of new products and services. I have successfully expanded the company's offerings to include exterior storage yards that are equipped with various options, such as sea can containers, power outlets, micro offices, and live Wi-Fi streaming. These storage yards are designed to meet the specific needs of different businesses, such as contractors, landscapers, and retailers. I have also ensured that the storage yards are secure, private, and well-maintained, with features such as 30' gates, 6' high fencing, 6" crush stone, and a full-time caretaker. Through my project planning, renovation, and construction skills, I have enhanced the quality and value of the storage yards, and increased the customer retention and satisfaction rate.   What You Will Learn: Who is Chris Long? Chris shares his journey from carpenter to construction company owner (Conrad Construction). What inspired Chris to develop a yard storage business? How does Chris's business model focus on providing storage yards for contractors? How has the value and cash flow of that initial property investment changed over time? What are the key SBA financing terms that Chris discussed, such as loan-to-value ratios and interest rates? How does corporate financing differ from franchising in attracting investors? What advantages does Chris see in non-residential commercial space compared to residential properties? How does Chris emphasize the reduced downside risk and increased cash flow potential in his business model? What systematic approach does Chris use to identify suitable properties for his business? What complexities are involved in building a yard storage business, despite its seemingly simple nature? What factors does Chris identify as significant when analyzing a location for his business? Why does Chris stress the need for thorough feasibility studies before acquiring properties? What software tools does Chris utilize to evaluate potential properties, and what criteria do they assess? What are Chris's thoughts on the future of the market, and how does he approach unpredictability in business planning? Chris shares how everyone can contact him. Additional Resources from Chris Long: Website: https://longyardsfranchise.com/ Email: info@longyards.com Phone: +18775664927 LinkedIn: https://www.linkedin.com/in/chris-long-152b3988/ Facebook: https://www.facebook.com/longyards?modal=admin_todo_tour YouTube: https://www.youtube.com/watch?v=S0rwgOf2p_E Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 306: Adapting to Market Trends in Real Estate, with Roger King

    Play Episode Listen Later Jan 10, 2025 31:44


    Roger King is a seasoned real estate investor with over 27 years' experience specializing in strategic, cash-flowing properties. As the founder of a boutique firm, his insights have yielded over $10m in profitable returns to his investors during the last decade alone. Currently overseeing a diverse portfolio valued at over $50m (and still growing), Roger's current focus centers on residential and commercial properties located in 13 states around the U.S. There is currently a strong emphasis on mobile home park communities scattered in 8 of those states.   Early on, Roger pursued a Performance degree at the esteemed Berklee College of Music in Boston, MA. As a former professional drummer, Roger's musical endeavors led his bands to open for renowned artists like Brian Setzer, Spyro Gyra, and Bryan Adams.   Beyond his professional achievements, Roger has a passion for personal development. Embracing unique challenges, he has walked on fire over a dozen times, gone skydiving, and has lately been working toward earning his private pilot's license. Roger is also committed to philanthropy, contributing to the rebuilding of orphanages in Kenya and supporting families during several retreats in India and Fiji. Roger and his puppy Daisy cherish their sunset beach time in Puerto Rico, the island they now happily call home.   His newest pursuit is building The Real Estate Investing Accelerator™, a community of investors who want to learn to start and scale their real estate investing businesses. By helping members not only to live the life of their dreams but be able to give back to those passion projects they're called to support with both their time and their money.   What You Will Learn: Who is Roger King? How did he transition from being a musician to real estate investing? Roger shares his first deal involving wholesaling a property and making a profit. What are the different real estate strategies? How did the 2008 market crash impact Roger's real estate investments? What are Roger's current projects, particularly regarding mobile home parks, and what is his plan for expansion? The importance of networking with brokers and being on mailing lists to find investment opportunities. What educational efforts is Roger involved in, particularly with his program REI Accelerator, and how does it help newer investors? Roger shares how everyone can contact him. Additional Resources from Roger King: Website: https://www.rogerking.com/ Email: rogerkingrealestate@gmail.com Phone: +1 (310) 936-4987 LinkedIn: https://www.linkedin.com/in/therealrogerking/ Twitter: https://twitter.com/_RogerKing Instagram: https://www.instagram.com/therealrogerking/ Tiktok: https://www.tiktok.com/@therealrogerking YouTube: http://youtube.com/@therealrogerking Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 305: Learning from Market Cycles and Family Lessons, with Mick Heyman

    Play Episode Listen Later Jan 7, 2025 31:55


    MICK HEYMAN, CFA and Founder of Heyman Investment Counseling, has a 40-year career in wealth management, helping individuals and institutions of all sizes to build and preserve wealth with his stress-free method for mellowing your money.   Mick started his career at a small firm in Cincinnati before moving to Louisville to focus on equities with a team of top equity managers, managing billions in assets for clients. His career came full circle when he moved to San Diego to work with individual investors, some of whom have remained loyal to him for more than 30 years. Mick received a Bachelor of Economics from Northwestern and is a designated CFA.  Despite a formal education in economics, it was really his interest in philosophy and psychology which showed him that human emotion is ultimately what drives the market. This realization has helped him make better money decisions for himself and his clients, using an understanding of human nature and an appreciation for long-term trends.   What You Will Learn: Who is Mick Heyman? Mick shares how he discovered emotions were more important than pure numbers in investing, despite struggling with economics in college How emotional control is crucial during market volatility. Financial stress doesn't need to be as intense as people make it. Mick shares an example of helping clients prepare emotionally for market crashes, which proved valuable during the 1987 crash Importance of keeping "dry powder" (cash reserves) to buy during market dips. Biggest investment regrets often come from selling rather than holding. The importance of analyzing what would happen in worst-case scenarios. The value of portfolio diversification in managing risk. How has cable news become commoditized over time? Why do news channels rely on fear to drive their viewership? What makes FOMO so dangerous when watching markets closely? What lessons can we learn from Black Monday's 22% market drop in 1987? How did the 1986 Tax Reform Act impact investors? What can we learn from historical interest rate changes, from 15% mortgages to recent 3% rates? How do 30-40 year market trends inform our investment decisions today? How important is it to know yourself as an investor? Why is understanding your risk tolerance crucial? What makes patience so valuable during market volatility? How can we best learn from our investment mistakes? Mick shares how everyone can contact him. Additional Resources from Mick Heyman: Website: https://www.mellowyourmoney.com/ Email: mick@mellowyourmoney.com LinkedIn: https://www.linkedin.com/in/michael-mick-heyman-cfa-b417bb16/ Facebook: https://www.facebook.com/mick.heyman Instagram: https://www.instagram.com/mellowyourmoney/   Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 304: Growing Passive Income, with Hannah Jammond

    Play Episode Listen Later Dec 27, 2024 35:35


    Hannah Hammond is a visionary entrepreneur and real estate professional who leads HB Capital, a company dedicated to providing innovative lending solutions for real estate investors. With a focus on flexibility, speed, and personalized service, Hannah has built a strong reputation for helping investors succeed in a competitive market.   Beyond business success, Hannah is deeply committed to making a positive impact. Her mission is to allocate a percentage of all HB Capital profits to a foundation that empowers children with financial intelligence, entrepreneurship skills, emotional intelligence, and soft skills. This foundation will provide real-world business mentorship, giving young people access to successful leaders and a community of like-minded peers. By offering them the tools, guidance, and support they need, Hannah aims to help children create the lives they dream about and become the next generation of entrepreneurs and leaders.   What You Will Learn: Who is Hannah Jammond? What was Hannah's upbringing like in Arizona, and how did it shape her financial perspective? How did influences from wealthier friends impact Hannah's desire for a better lifestyle? In what ways did early exposure to entrepreneurship and real estate through reading affect her career? At what age did Hannah first get involved in real estate, and what motivated her to start? What was her first property purchase, and what strategy did she use: renting or flipping? How did her focus shift from residential to commercial real estate? What led Hannah to launch her brokerage company, and what areas does it focus on? How did she establish a lending company, and what experiences were instrumental in that process? What challenges did she encounter while building her brokerage? What types of coaching and educational resources does she offer to her clients? hat value does Hannah see in being part of a community and networking for success? What are Hannah's future goals for scaling her brokerage and lending business? How does she emphasize the importance of focus in entrepreneurship and avoiding distractions? What common patterns do successful entrepreneurs tend to follow, according to Hannah? How does discipline play a role in both educational and business pursuits? What principles does Hannah emphasize for maximizing potential and minimizing risks in business? How important is it for entrepreneurs to stay focused and disciplined in their strategies? Hannah shares how everyone can contact her. Additional Resources from Bishoy M. Habib, Esq: Website: https://hbcapitalre.com/ Email: Hannah @hbcapitalre .com Phone:(844) 214-2275 LinkedIn: https://www.linkedin.com/in/hannahbhammond/ Facebook: https://www.facebook.com/hannah.hammond4/ Instagram: https://www.instagram.com/hannahbhammond/?hl=en YouTube: https://www.youtube.com/@hannahbhammond Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW!   Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg  

    Episode 303: Capitalizing on Opportunity Zones, with Nancy Braun

    Play Episode Listen Later Dec 20, 2024 36:23


    Nancy attended Cornell University, went on to SUNY Buffalo Law School from there and, entered the world of corporate law. An entrepreneur at heart, Nancy has owned several businesses over the years. Today, Nancy is an award winning Broker-In-Charge / Owner of Showcase Realty LLC & Carolina Property Management, LLC-- having spent two decades successfully evolving a leading, award winning, and nationally recognized brokerage in the Carolinas, with a growing team of over 50 agents and staff. In addition to its main office location on S. Mint Street in Charlotte's busy center, the company has branch offices in Gastonia and Rock Hill, South Carolina to provide efficient and best-in-class client support. The firm's real estate services, includes licensed specialists in five departments serving luxury and traditional buyers, sellers, investors, relocation, probate estate, short sale and foreclosure, commercial and property management clients in North and South Carolina. Nancy and Showcase Realty LLC are nationally recognized industry leaders consistently ranking on America's Best Real Estate Agents and RealTrends Top 1% in the country, as recognized by the Wall Street Journal. Nancy is a Certified Member of The Institute for Luxury Home Marketing, marketing for the high end market. The Initiative for a Competitive Inner City (ICIC) and FORTUNE ranked Showcase among the fastest-growing inner city businesses in the U.S. for the 2014 Inner City 100. Nancy also won the 2014 Charlotte Business Journal Woman in Business award, City of Charlotte Crowns of Enterprise Award, and was a finalist for Charlotte Athena Leadership Award. In April 2017, Nancy was appointed Advisory Council Chairperson for the Federation of REO Certified Experts (FORCE). She is also a Scholar and graduate of Babson College's Goldman Sachs 10,000 Small Businesses program (#10KSB) & Accepted to WBENC Tuck Capstone program 2024 at Dartmouth College. What You Will Learn: Who is Nancy Braun? Nancy shares how she accidentally built a career in real estate after moving to Charlotte. What is the importance of adapting to market changes and diversifying income sources? How investors adapt to market conditions, including entering new sectors like midterm rentals and corporate housing.   The importance of reliable property management for investors and homeowners. Nancy shares experiences with inherited properties that were poorly managed, illustrating the risks involved. The value of relationships in property management, including connections with service providers, contractors, and municipal employees. Nancy emphasizes the role of good property management in maximizing investment returns and protecting assets. The importance of building relationships with clients. How tax considerations influence investor behavior. What are Opportunity Zones, and why are they considered beneficial for investors? How can investors identify properties located in Opportunity Zones? What tax savings are available to investors who invest in Opportunity Zones? Why does she think many properties in Opportunity Zones are undervalued? What steps can real estate agents take to increase awareness of Opportunity Zones among their clients? What challenges have she faced in marketing properties within Opportunity Zones? How does she effectively communicate the value of Opportunity Zone properties to potential buyers? What makes Charlotte an attractive location for real estate investment? How do the suburbs of Charlotte compare to the city regarding investment opportunities? Nancy shares how everyone can contact her. Additional Resources from Bishoy M. Habib, Esq: Website: https://showcaserealty.net/about-us/, http://www.carolinaspropertymanagement.com/ Email: nancy@showcaserealty.net Phone: (704) 512-0070 Twitter: https://twitter.com/ShowcaseRealty LinkedIn: https://www.linkedin.com/company/showcase-realty/ Facebook: https://www.facebook.com/ShowcaseRealtyLLC/ Instagram: https://www.instagram.com/showcaserealtyllc/ YouTube: https://www.youtube.com/user/ShowcaseRealtyLLC Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW!   Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg  

    Episode 302: Implementing Effective Asset Protection Strategies, with Bishoy M. Habib, Esq

    Play Episode Listen Later Dec 18, 2024 38:13


    Bishoy is an investor-friendly attorney licensed to practice in NY and FL. He is the founder and Managing Partner at Levacy Legal, a Florida law firm that represents investors, developers, lenders, real estate companies, and business owners. In addition, Bishoy is the Broker and co-founder of CapStar Real Estate, a hybrid brokerage in Florida with 20 agents that specializes in off- market and creative deals. Bishoy is also an active real estate investor all over the country and successfully started a fund in 2020.  Known as a skilled deal-maker, Bishoy possesses a unique ability to negotiate and structure transactions to his client's advantage. As the son of immigrant parents, Bishoy has a relentless drive, a positive outlook and a deep appreciation for every opportunity he's given. Bishoy also founded a sports event management company with high-profile clients, including Todd Gurley, Le'Veon Bell, DeSean Jackson, Jameis Winston and the North Carolina Men's Basketball Team. When he is not working, Bishoy loves giving back to those less fortunate, and he has a special place in his heart for orphans back in his native country of Egypt. What You Will Learn: Who is Bishoy M. Habib, Esq? Bishoy shares his personal experiences in real estate investing, including the challenges faced by tenants and property management. The difficulties and realities of property management, including common tenant issues and the lack of appreciation for property managers. The advantages of passive investing and building relationships with trusted partners in investment ventures. What is his perspective on passive investments in real estate? What common mistakes do investors make regarding asset ownership? Why is it important to separate personal assets from investment properties? What are the benefits of using LLCs for liability protection and anonymity in real estate? What are the key advantages of using a land trust for real estate ownership? What are the differences between land trusts and other types of trusts, such as revocable and irrevocable trusts? What strategies can investors use to create barriers against frivolous lawsuits? Why is being a good operator important in the context of real estate investment and liability? Bishoy shares how everyone can contact him. Additional Resources from Bishoy M. Habib, Esq: Website: https://levacylegal.com/ Email: info@levacylegal.com Phone: +1 813-553-2699 LinkedIn: https://www.linkedin.com/in/bishoyhabib Facebook: https://www.facebook.com/attorneybishoy/ Instagram: https://www.instagram.com/levacylegal/ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 301: Increasing Sales Through Community Support, with Simon Severino

    Play Episode Listen Later Dec 13, 2024 29:55


    Simon Severino is a LinkedIn Top Voice on sales leadership and sales prospecting. As a shrink-turned-CEO, he had to learn the importance of working ON the business more than IN it. Now, he helps business owners supercharge sales and reclaim 14 hours per week through his Strategy Sprints™ Method. Author of "Strategy Sprints", inventor of the Strategy Sprints™ method. YouTuber, TEDx speaker, Forbes contributor, triathlete, has appeared on over 1300 podcasts. When he is not supercharging sales, you'll find him swimming, biking, running and tricking his 3 kids into outdoor activities so they can't escape his annoying shrinky questions. What You Will Learn: Who is Simon Severino? Simon shares his transition from employee to independent strategy advisor focusing on marketing and sales. Simon's journey in learning to delegate and fire himself from day-to-day operations. The importance of working on the business rather than in it. Explanation of the "Daily Flow" tool to help business owners track tasks and identify delegation opportunities. What are the strategies for improving client retention, upselling, and cross-selling? The benefits of establishing paid communities for current clients to foster collaboration and support. What is the importance of scaling without sacrificing personal time? What is a 90-Day Strategy Sprint? Tips on reducing stress by delegating tasks and making business activities more enjoyable. Simon's advice: Focus on small wins, reduce activity overload, and maintain a positive mindset to foster long-term success. Simon shares how everyone can contact him. Additional Resources from Ted and Garrett Sutton: Website: https://www.strategysprints.com/, https://podcasts.apple.com/us/podcast/strategy-sprints/id1299008831, https://www.amazon.com/Strategy-Sprints-Accelerate-Growth-Business/dp/139860349X  Email: severino@strategysprints.com Phone: +43 (664) 100-4444 LinkedIn: https://www.linkedin.com/in/simonseverino/ Facebook: https://www.facebook.com/strategysprints/ Twitter: https://twitter.com/strategysprints Instagram: https://www.instagram.com/strategysprints/ YouTube: https://www.youtube.com/channel/UCnSFgJd0CrsEdQdO21txR2A Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW!   Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 300: Maximizing Returns with Real Estate Investments, with Michael T Parks

    Play Episode Listen Later Dec 11, 2024 35:03


    Michael helps busy professionals find their path to wealth. Through the Navigator Wealth Fund, Michael is helping clients diversify their portfolios with high-quality real estate and private money loans so they can retire confidently. Michael has been involved in real estate investing for over 10 years and is a project manager and real estate operator at his core. Clients look to Michael as their copilot to navigate the world of private placement investing in real estate. Michael is a real estate investor who has worked for REITs managing $30B in hotels, commercial offices, logistics, and senior living assets. Michael is a licensed real estate salesperson and a certified Project Management Professional. What You Will Learn: Who is Michael T Parks? Michael shares his background in technology and military, including his work with Accenture and publicly traded REITs. Exploration of earning passive income through real estate while maintaining a job. Michael explains the "Retirement 4% Rule," which suggests retirees can withdraw 4% of their invested assets annually. Identifying high-quality class A assets as potential investment areas despite the general decline in the office market. Michael expresses his continued interest in the multifamily and self-storage sectors. Why real estate developers might opt for private money instead of traditional bank loans? Benefits of private money lending for investors, including higher returns compared to traditional equity investments. Michael shares his experience flipping a 15-unit building and highlights the potential for larger returns. Benefits of private money lending within an IRA to avoid UBIT. Advantages of holding real estate in retirement accounts for tax-deferred growth and wealth accumulation. Considerations for withdrawing funds in retirement and the potential tax implications. What is the importance of finding knowledgeable CPAs who can assist with these strategies? Michael's preference for real estate investing over whole life insurance due to higher potential returns. Importance of working with professionals and mentors in the real estate space to gain knowledge and confidence. Matt shares how everyone can contact him. Additional Resources from Ted and Garrett Sutton: Website: https://navwf.com/ Email: michael@navwf.com Phone: +1 (781) 789-5474 LinkedIn: https://linkedin.com/in/michaelthomasparks Facebook: https://www.facebook.com/michaelparksrealestate/ YouTube:  Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW!   Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 299: Investing in Real Estate and Financial Literacy, with Ted and Garrett Sutton

    Play Episode Listen Later Dec 6, 2024 42:07


    Garrett Sutton is a corporate attorney, asset protection expert and best selling author who has sold more than a million books to guide entrepreneurs and investors. For more than 30 years, Garrett Sutton has run his practice assisting entrepreneurs and real estate investors in protecting their assets and maximizing their financial goals through sound management and asset protection strategies. The companies he founded, Corporate Direct and Sutton Law Center, currently help more than 13,000 clients protect their assets and incorporate their businesses. Garrett also serves as a member of the elite group of “Rich Dad Advisors” for bestselling author Robert Kiyosaki. A number of the books Garrett Sutton has authored are part of the bestselling Rich Dad, Poor Dad wealth-building book series. Garrett attended Colorado College and the University of California, Berkeley, where he received a B.S. in Business Administration in 1975. He graduated with a J.D. in 1978 from Hastings College of Law, the University of California's law school in San Francisco. Garrett is licensed in Nevada and California. Garrett is a member of the State Bar of Nevada, the State Bar of California, and the American Bar Association. Garrett lives in Reno, Nevada has been recognized as a Lifetime Achievement Member by America's Top 100 Attorneys. Ted Sutton is a licensed attorney who is the son of Garrett Sutton. Ted was born and raised in Reno, NV. He graduated from the University of Utah with a B.S. in Mining Engineering. During one of his summers, he spent three months working at a mine in Chile. This experience made him realize that legal matters interested him more than engineering ones. After graduating in 2018, he took a leap of faith and decided to attend law school the following year. Ted attended the University of Wyoming College of Law in the fall of 2019. In his third year, he served as the Student Director of the Business Entrepreneurship Practicum, where he helped clients form and maintain LLCs. He graduated in May 2022. Ted is now licensed to practice law in Wyoming and Nevada. What You Will Learn: Who is Ted and Garrett Sutton? What is the Corporate Transparency Act? How does the CTA affect anonymity previously enjoyed by business owners using registered agents and LLCs? What is the importance of structuring business and real estate ownership to protect personal assets, especially in the context of lawsuits? How does Corporate Direct assist clients in structuring their entities for asset protection and compliance with the CTA? What is the Wyoming LLC? The significance of having an LLC as a first line of defense against legal claims, alongside good property management and insurance. How can trusts work in conjunction with LLCs to facilitate smooth transitions of property ownership to heirs without probate complications? The importance of patience in the investment journey and the value of having mentors to guide you. Ted and Garrett Sutton share how everyone can contact him. Additional Resources from Ted and Garrett Sutton: Website: https://corporatedirect.com/ Email: tedsutton@sutlaw.com Phone: +1 (775) 824-0300 LinkedIn: https://www.linkedin.com/company/corporate-direct-inc-/ Facebook: https://www.facebook.com/corporatedirectnv/ YouTube: https://www.youtube.com/channel/UCT-pLv4_qmcTH-Xnu_uEyNQ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW!   Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 298: Accelerating Success in Real Estate Investing, with Edward Rushing

    Play Episode Listen Later Dec 4, 2024 39:58


    Buddy Rushing is a former Marine Officer stationed at Camp Pendleton, California. He is a 2004 graduate of the United States Naval Academy, earning a degree in Aerospace Engineering (if you can believe it). In the 15 years since then, he has traveled around the world, leading Marines in training operations in Okinawa, Thailand, Philippines, South Korea, Guam and Bridgeport, as well as four deployments to Southeast Asia and Afghanistan. What You Will Learn: Who is Edward Rushing? Edward emphasizes the importance of perseverance and the mindset of never giving up, regardless of challenges. Edward shares that hard work and refusing to quit are essential for overcoming obstacles. What is the difference between a poverty mindset and an abundance mindset? What steps did he take to shift from a poverty mindset to an abundance mindset? What are the main branches of the White Feather organization, and how do they support veterans? How does he envision expanding the reach of White Feather in the future? What are some key initiatives he is most proud of within the organization? Why is supporting individuals who serve and protect the American dream important? What are some common financial struggles faced by veterans and first responders? How does White Feather address the issue of homelessness among veterans? How does collaboration among veterans enhance their chances of success in real estate? How does he ensure that your training methods remain personal and engaging for participants? Why does he believe direct interaction with experienced mentors is crucial for learners? Edward shares the importance of taking action alongside education in real estate investing. What is the vetting process for applicants, and why is it important? How does the program foster accountability among participants? What exclusive investment opportunities are available to White Feather members? How can aspiring investors overcome perceived barriers to entry in the market? Edward shares how everyone can contact him. Additional Resources from Edward Rushing: Website: https://www.whitefeatherinvestments.com/ Email: buddyrushing@whitefeatherinvestments.com Phone: 1-7608199503 LinkedIn: https://www.linkedin.com/in/edward-rushing-4b25694/ Facebook: https://www.facebook.com/edward.rushing.69 Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW!   Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 297: Building Equity Through Fractional Ownership, with Frank Rohde

    Play Episode Listen Later Nov 29, 2024 39:35


    Frank is a 3x entrepreneur with a passion for the intersection of fintech and math. Frank originally hails from Germany. Early attempts at becoming a child prodigy violinist were unsuccessful which forced his parents to abandon any hope or supervision. Left to his own, Frank quickly became famous for wrestling rattlesnakes and kayaking. His sister meanwhile became a child prodigy violinist. Looking for a brighter future, Frank moved to California where his first job was a choice between watering marijuana plants in the Northern California mountains or building a neural network-based prediction engine for horse racing results. Ever focused on doing the right thing, he built the neural network for horse racing. Several other lucky turns led him to stay in the US and eventually graduate from the Wharton School at the University of Pennsylvania with a BS in Economics. Since then, he's been a consultant at Oliver Wyman, started an online insurance company, spent 4 years at FICO, and grew Nomis from

    Episode 296: Preparing for Financial Fluctuations with Brian J. Esposito

    Play Episode Listen Later Nov 27, 2024 41:04


    Brian J. Esposito, a luminary in the corporate world, has been consecutively ranked among the top 10 CEOs globally in 2020, 2021, and 2022, as acknowledged by The World CEO Rankings Awards, organized by Adria Management, LLC. As the visionary founder and CEO of Esposito Intellectual Enterprises, LLC (EIE), he helms an expansive empire comprising over 110 entities and 200+ joint ventures, with a dynamic presence across 25+ diverse industries worldwide. In 2021, Esposito's prowess was further highlighted when he was honored as one of the Top 100 People in Real Estate. This accolade was closely followed in 2022 & 2023, where he was celebrated as one of the Top 100 Innovators and Entrepreneurs, underscoring his exceptional entrepreneurial spirit and innovative mindset. Esposito's profound expertise and triumphant track record extend across both private and public sectors. He is renowned for his strategic acumen in building companies and brands that are not only successful but also financially robust, boasting strong balance sheets, impressive earnings, and sustained profitability. In August 2023, Esposito embarked on a new venture as the CEO of Diamond Lake Minerals, Inc. ($DLMI). In this role, he swiftly implemented a transformative strategy, completely overhauling the company's direction. His leadership prowess was evident in the way he surrounded the company with industry icons as advisors. This strategic move, coupled with his innovative leadership, skyrocketed the company's share price from a modest $0.35 to a remarkable $5.25. Concurrently, the market capitalization of Diamond Lake Minerals soared from $1 million to an astounding $184 million, a testament to Esposito's extraordinary leadership and business acumen. What You Will Learn: Who is Brian J. Esposito? Brian shares his entrepreneurial journey spanning over 23 years. How does Brian define and differentiate between various digital assets such as NFTs, cryptocurrencies, tokens, and security tokens in the context of his work with financial technology? Brian highlights his involvement with forward-thinking technologies, particularly in tokenization. What strategic direction does Brian envision for Diamond Lake Minerals (DLMI) following his appointment as CEO? How does he leverage the company's history in this new role? Brian explains the concept of tokenization, and what role do digital wallets and smartphones play in facilitating investment opportunities. In what ways does tokenization enable global participation in investments, and how does it shift the landscape from traditional funding methods to a more democratized approach? What strategic direction does Brian envision for Diamond Lake Minerals under his leadership, and how might the company leverage tokenization in its operations? Why is liquidity important in tokenized investments, and what developments are being made in secondary markets to enhance this liquidity? How has the evolution of investments from bearer bonds to modern brokerage accounts influenced current trading practices and investor behavior? What factors contribute to the prediction that tokenization will become mainstream? What are the primary challenges and misconceptions that potential investors face when trying to understand tokenization? How does blockchain technology provide a transparent and secure method for recording transactions? What challenges does the commercial real estate market face with a significant amount of debt maturing? What ripple effects can economic downturns have on local economies? Why is it crucial to learn from historical economic mistakes? What role does the community play in supporting local businesses through fractional ownership? What is tokenization, and how does it offer opportunities for fractional ownership across various asset classes, including real estate? Brian shares how everyone can contact him. Additional Resources from Brian J. Esposito: Website: www.eie.rocks & www.diamondlakeminerals.com Email: brian@eie.rocks Phone: +1 (732) 778-7990 LinkedIn: https://www.linkedin.com/in/brianjesposito/ Twitter: https://twitter.com/brianjesposito Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW!   Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 295: Understanding the Value of Tax Advisory for Investors, with Spencer Hilligoss

    Play Episode Listen Later Nov 19, 2024 35:12


    Spencer Hilligoss is a passive investor who has deployed 7-figures of his own capital into passive investments in the past 6 years. In 2019, Spencer retired from a 13-year career in Silicon Valley tech companies in order to give full focus to serving fellow investors in Madison Investing - a club where passive investors gain access to the same types of niche investment opportunities where Spencer deploys his own money - including cash flowing assets like self-storage, rentals, multifamily, ATMs. Spencer lives with his family in Alameda, California - is a proud father of two, graduate of the University of Colorado and member of the Forbes Business Council. What You Will Learn: Who is Spencer Hilligoss? What inspired Spencer to transition from a tech career to real estate investing? How did growing up in a broker household influence Spencer's career choices? What key factors led Spencer to leave a high-stress tech job for passive investing? How has your work-life balance changed since transitioning to real estate investing? Why is it important to treat real estate as a business rather than just a job? What are the main differences between entrepreneurial and transactional mindsets in investing? Why did he believe passive investing is a viable strategy for achieving financial goals? Spencer explains how you utilized personal income and HELOCs to fund your investments. How important has education been in your journey as a real estate investor? What are the strategies he can recommend for balancing learning and taking action in investing? Spencer shares the key lesson he learned about why businesses fail. What are some key tax implications that passive investors should be aware of? What strategies can investors use to achieve tax efficiency in their investments? Why is it important for investors to understand tax rules to minimize their tax burdens? What are the key benefits of working with a tax advisor for proactive tax planning? How do tax filing and tax advisory differ in terms of their focus and purposes? What strategies can real estate investors use to enhance their monthly cash flow? What common challenges do individuals face after exiting a business, particularly regarding reinvestment? Spencer shares how everyone can contact him. Additional Resources from Kyle Reedstrom: Website: http://www.madisoninvesting.com/ Email: spencer@madisoninvesting.com Phone: 1-4152900328 LinkedIn: https://www.linkedin.com/in/shilligoss/ Facebook: https://www.facebook.com/madisoninvesting Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW!   Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 294: Exploring Strategies for Growing Passive Income Streams, with Kyle Reedstrom

    Play Episode Listen Later Nov 15, 2024 41:13


    Kyle has been in the real estate game since 2015, helping people buy and sell houses while also developing his interest in real estate investing. Kyle currently resides in West Fargo, ND, where he and his family enjoy their home on four acres of land just west of town. When his wife, Hayleigh, daughter, Rosie, son, Wesley, and two golden retrievers, Piper and Gracie, are not enjoying the property, you can find them spending quality time at their family's lake home in South Dakota, skiing in the mountains of Montana, or enjoying the Arizona sunshine during the winter months. Outdoor activity, travel, hunting, and recreation have become apriority for Kyle and his family as they've chased the life they've always wanted to live.  What You Will Learn: Who is Kyle Reedstrom? Kyle shares his background and journey from being an engineer to becoming a real estate investor. What are the strategies for increasing rent and enhancing property value through renovations? What are the benefits of midterm rentals for traveling professionals, and how does this trend impact the rental market? How do midterm rentals attract higher-quality tenants, and what advantages does this bring to property management? What are the advantages of transitioning properties into midterm rentals? How can aesthetic enhancements to properties increase their market value and overall appeal? What initial challenges did Kyle face in his real estate investment journey, and what lessons did he learn from overpaying for properties? What factors should be considered when understanding the target market for rentals? How does the decision matrix help investors weigh upside potential against downside risks in real estate? Kyle introduces the 25K Group, a community aimed at helping individuals achieve passive income goals, particularly in the Fargo market. What are the strategies for real estate agents to regain time, particularly through virtual assistants? Why is it crucial for real estate agents to concentrate on high-value tasks that drive their business forward? Kyle shares how everyone can contact him. Additional Resources from Kyle Reedstrom: Website: https://linktr.ee/kylereedstrom Email: Kyle@midwestinvest.com Phone: +1 (605) 949-2763 Facebook: https://www.facebook.com/MidwestInvestRealtyGroup Instagram: https://instagram.com/kyle_reedstrom Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW!   Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 293: Exploring Real Estate Opportunities, with Brandon Cobb

    Play Episode Listen Later Nov 13, 2024 41:29


    Brandon was a former medical device sales rep before becoming a fund manager in TN managing 22 Million+ of new development annually in entry level first time home buyer housing and build to rent communities. He was featured on the cover of REI Wealth magazine, Realty 411 Magazine, and has been quoted and published in Forbes magazine. What You Will Learn: Who is Brandon Cobb? Brandon shares his journey from working in medical device sales to becoming an entrepreneur and real estate investor. How did he evolve his business model over time? How does collaborating with local planning commissions and mayors help identify community needs and develop effective housing solutions? What are the several strategies for land acquisition and development? Brandon discusses the need for a structured hiring process to avoid costly hiring mistakes. Why is aligning new hires with a company's values like growth, humility, integrity, and ownership important? What are the key elements of a thorough and respectful hiring process that can attract top talent? What vital systems and processes should be in place for effectively managing a business? Why is having a clear vision and goals crucial for a business's success, particularly in problem-solving? How do community impact initiatives, such as donating homes to veterans, support those ready to reintegrate into society? What are the four main strategies for investing in real estate? What key factors should be considered when developing land into usable properties? What are the advantages of acting as a builder on developed land? How can real estate investments contribute to building legacy wealth and passive income? What lesson about integrity and commitment did Brandon learn from his grandfather, and how does it apply to business? Brandon shares how everyone can contact him. Additional Resources from Brandon Cobb: Website: https://www.hbgcapital.net/ Email: info@hbgcapital.net Phone: +1 (901) 596-6425 Linkedin: https://www.linkedin.com/in/hbgcapital/ Facebook: https://www.facebook.com/hbgcapital/ Instagram: https://www.instagram.com/hbgcapital/ YouTube: https://www.youtube.com/@hbgcapital662 Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW!   Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Episode 292: Turning Compassion into Community Impact, with Robb Munger

    Play Episode Listen Later Nov 8, 2024 46:35


    Robb Munger, founder of Exodus Place, champions transitional housing for homeless men. With a background in finance, where he established a leading financial company in manufactured housing, Munger's journey took a pivotal turn when he joined the board of Guiding Light Mission. There, he propelled a struggling rescue mission into prominence and transformed a former state corrections facility into Michigan's largest non-governmental transitional housing, offering new beginnings to those in need. A former Army Officer, Munger's commitment to service shines through his philanthropic work and innovative solutions in community development. His collaboration with the Salvation Army and Goodwill in a small town within American City has showcased an innovative approach to addressing homelessness, demonstrating the impactful change that results from combining compassion with action. This initiative, with Munger at the helm, has become a testament to the power of collaborative community efforts in making a tangible difference in people's lives. What You Will Learn: Who is Robb Munger? Rob shares his early experiences in real estate, influenced by his father's involvement in construction and real estate. How did he purchase his first property—a duplex—at age 17 with his father's help? Rob talks about his time in military college, becoming a second lieutenant, and the impact of military discipline on his life. When did he decide to focus on business? Rob elaborates on his journey through different types of real estate investments, including fix-and-flips and land development. What are the different investment strategies? Differentiation between traditional buy-and-hold strategies and commercial property investment for accelerated appreciation. Discussion of cost segregation as a method for maximizing tax benefits through accelerated depreciation. Rob shares details about his current investments, including climate-controlled storage units and an industrial building for seasonal storage. How cost segregation can impact debt service ratios and the financial flexibility it offers investors? What is Exodus Place? Rob's personal journey that led to his involvement in nonprofit work after a chance encounter with a homeless individual. Rob's transition into a leadership role within the nonprofit sector and his efforts to turn the organization around financially. What are the challenges in nonprofit leadership? What is the difference between active and passive income and how Exodus Place represents a proactive solution to homelessness? The importance of building relationships and understanding the needs of individuals in the community, shifting the focus from purely financial metrics to human connections. Rob reflects on his personal growth throughout this journey and the lessons learned from working alongside those he aimed to help. Darin shares how everyone can contact him. Additional Resources from Robb Munger: Website: https://www.exodusplace.org/ Email: robb@robbmunger.com  Phone: +1 (616) 550-8090 Linkedin: https://www.linkedin.com/in/robbmunger/ Facebook: https://www.facebook.com/ExodusPlace/ Instagram: https://www.instagram.com/exodus.place.gr/ YouTube: https://www.youtube.com/channel/UCMrDXQpIbWhBJbOV-dhJQZA Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW!   Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg  

    Episode 291: Inspiring Cash Flow Journeys and Personal Resilience, with Darin Davis

    Play Episode Listen Later Nov 6, 2024 40:25


    Darin is an eminent industry leader and entrepreneur with over 25 years of real estate experience and more than $1B in debt and equity as a Sponsor or LP. Having experienced several market corrections, Darin led predecessor companies to pivot and deliver exceptional returns in residential, retail, NNN, and multifamily assets. He is an active managing partner at Presario Ventures and recently founded Club Capital to further address investor requirements for capital growth and cash flow. Darin has a foundational commitment to learning and firmly believes you will grow and prevail with education and execution. Along with his two children, he launched The Never Quit Initiative, a 501(c)(3) non-profit organization, to address and provide solutions for the two top reasons that put families into bankruptcy: loss of income and medical expenses. The organization's mission is to broadly educate young adults on the power of passive cash flow for income and prepare financially for a potential crisis in healthcare costs. Darin is a proud and engaged father of two exceptional adult teens, an active Tiger 21 member, and an honored alumnus of the University of Oklahoma. What You Will Learn: Who is Darin Davis? Aaron discusses his transition from a corporate career in marketing to investing in real estate. He reflects on his early career, highlighting the challenges and lack of work-life balance. Aaron shares how Kiyosaki's teachings, particularly from "Rich Dad Poor Dad" and "Cashflow Quadrant," influenced his perspective on financial independence. How his father's teachings about discipline, structure, and execution resonate with Robert Kiyosaki's principles? The importance of taking actionable steps is emphasized, with Aaron encouraging listeners to overcome hesitation and commit to their goals. His insights on learning from failures and challenges, viewing each setback as an opportunity for growth and wisdom. Emphasis on the importance of not giving up and being resourceful in the face of difficulties, which led to significant opportunities. Aaron explains the concept of "rescue capital" for developers facing challenges with maturing loans and rising costs. The significance of transportation and logistics along the I-35 corridor is highlighted, illustrating the job growth and opportunities in the area. The importance of understanding the cost disparity between renting and owning in specific markets, citing an example from Austin where renting was significantly cheaper than owning. Emphasis on the necessity of having a clear "why" behind investment decisions to maintain focus and direction. Darin shares how everyone can contact him. Additional Resources from Darin Davis: Website: http://www.presarioventures.com/, https://clubcapital.co/ Email: darin@clubcap.co Phone: +1 (512) 567-2600 Linkedin: https://www.linkedin.com/in/davisdarin/ Facebook: https://www.facebook.com/profile.php?id=61555027193762 Twitter: https://x.com/clubcapitalco Instagram: https://www.instagram.com/clubcapitalco/ YouTube: https://www.youtube.com/@ClubCapitalCo Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW!   Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    Claim Real Estate Investing For Professional Men & Women

    In order to claim this podcast we'll send an email to with a verification link. Simply click the link and you will be able to edit tags, request a refresh, and other features to take control of your podcast page!

    Claim Cancel