The Cashflow Project

Welcome back to The Cashflow Project! In this episode, we chat with note investing legend Eddie Speed, founder of Note School and president of Colonial Funding Group. With over 40 years in the business, Eddie shares why creative financing and note investing are powerful tools in today's market—and how being the bank can often beat being the landlord. Whether you're looking to boost cash flow or diversify your portfolio, this episode is packed with expert tips and timeless wealth-building strategies.

Welcome back to The Cashflow Project! Today, we sit down with Brian Seidensticker, founder of Tax Sale Resources (TSR), to discuss how data and technology are reshaping the world of tax liens and deeds. Brian shares his journey from aerospace to real estate, highlighting misunderstood opportunities and strategies in distressed asset investing. Whether you're curious about tax sales or exploring innovative ways to find cash flow, this episode is packed with insights you won't want to miss!

Welcome to The Cashflow Project! In this episode, Steve Fierros chats with Brian Kiczula, a real estate pro and cost segregation expert. Brian shares how cost segregation can help investors reduce taxes and boost cash flow—whether you're just starting out or managing millions. From bonus depreciation to avoiding common tax pitfalls, Brian breaks it all down. Plus, he shares how resilience and reinvention shaped his career after personal health setbacks. Don't miss this powerful episode full of actionable tax-saving strategies!

Welcome back to The Cashflow Project! In this episode, we chat with real estate veteran Joel Miller, who's been investing since 1978. From flipping over 100 homes to authoring Build Real Estate Wealth, Joel shares stories and strategies shaped by decades in the business. You'll hear lessons on mindset, lender relationships, and building wealth—plus a few laughs along the way. Whether you're just starting or scaling up, this episode is full of real-world advice you won't want to miss.

Welcome to The Cashflow Project! In this episode, we sit down with Cameron Hastings, principal at Land Theory and advisor to multiple private funds. With a background in architecture and commercial real estate, Cameron shares key strategies for navigating market cycles, building strong portfolios, and identifying growth opportunities in emerging spaces. Whether you're diversifying or exploring new trends, this episode offers actionable insights from a seasoned expert. Tune in and learn how to turn vision into value!

Welcome to another episode of The Cashflow Project podcast! In today's episode, we dive into the world of short-term rentals. Our special guest, Mark Lumpkin, shares his wealth of experience in setting up over 500 top-performing short-term rentals. From his start in the industry a decade ago to his travels across the globe, Mark brings a unique perspective on how to transform properties into standout vacation spots. With a keen eye for renovations, design, and hospitality, he reveals the strategies that ensure success in an ever-evolving market. Whether you're a seasoned investor or just starting out, this conversation is packed with valuable insights on amenities, guest avatars, and market trends. Tune in to discover how to make your properties shine and generate impressive returns! [00:00] "Short-Term Rental Design Strategies" [06:28] Hospitality and Property Management Challenges [09:30] Tailored Hospitality Strategy [10:55] "Niches Drive Success" [15:24] Current Market Trends Overview [19:41] "Short-Term Rental Regulation Insights" [20:53] Regulated Markets and Tourism Demand [26:13] Unique Real Estate: Airbnb Advantage [30:12] "Don't Burn Bridges" [33:27] "Property Investment & Expert Advice" [35:01] "Short-term Rental Setup Insights" Connect with Mark Lumpkin! Website Instagram Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Welcome to another exciting episode of The Cash Flow Project podcast! Today, we have a special guest joining us—Robert Brown, also known as the Dirt Whisperer. With over 35 years of experience in the foundation industry, Robert is an esteemed foundation industry expert renowned for his deep understanding and ability to tackle complex issues with ease. We'll dive into his journey from studying architecture and finance at Arizona State University to becoming a leader in foundation repair and a successful business owner. Robert also shares insights from his highly acclaimed book, "Foundation Repair Secrets," offering valuable advice on protecting your investments and saving thousands, whether you're a homeowner or an investor. Join us as Steve Fierros, your host, engages in a lively discussion with Robert Brown, unveiling the secrets to successful foundation repair and investment strategies. This episode is a must-listen for anyone looking to deepen their knowledge in real estate and entrepreneurship. Stay tuned! [00:00] Concrete and Foundation Repair Journey [05:30] Evolving Phoenix Market Adaptations [08:29] Transitioning to Property Ownership [11:49] Calm Business Sale Strategy [14:15] Unlicensed Engineering Practices Exposed [18:00] "Real Estate Market Variability" [19:23] Property Inspection and Local Resource Network [24:17] Slope and Moisture Management Tips [28:40] "Dirt Whisperer: Finance to Construction" [29:18] Connect with Honolulu Real Estate Connect with RK Bob Brown! Website LinkedIn Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

In this episode of The Cashflow Project, we are joined by Arn Cenedella from Spark Investment Group. With over 46 years of experience in the real estate industry, Arn shares his journey from being a real estate broker to managing a multifamily portfolio as a general partner. The discussion delves into his transition from single-family to multifamily investments, the importance of investing in diverse and growing markets, and strategic insights for navigating market fluctuations. Tune in as they explore long-term investment strategies, the value of forming strong teams, and key lessons learned through various market cycles. Whether you're a seasoned investor or new to real estate, this episode is packed with valuable insights to help you succeed in today's dynamic market. [00:00] Economic Sentiment Post-2024 Election [05:09] Brokers Should Also Be Investors [07:11] From Scattered Properties to Multifamily [10:36] Building a Real Estate Team [16:36] Investing and Macro Trends Awareness [17:45] Long-Term Fixed Rate Real Estate Strategy [22:32] Long-Term Investing Strategy Essentials [25:12] Investing: Diversify for Passive Income [27:15] Passionate Retirement Through Real Estate [31:04] "Team Building Over Solo Work" [34:13] Chat with Arn Cinedadella Connect with Arn Cenedella! Website LinkedIn Instagram Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Welcome to The Cashflow Project! Today, we're joined by Luis Belmonte, a real estate developer with 57+ years of experience in retail, multifamily, and industrial projects. As a principal at Seven Hills Properties and former executive at Prologis, Luis has led major developments across the U.S., Mexico, Japan, and Singapore. He shares lessons on market adaptability, interest rates, and staying true to your niche. Whether you're an investor or entrepreneur, this episode is packed with insights. Tune in now!

Welcome to The Cashflow Project! In this episode, we're joined by wealth advisor James Alexander from Edge Financial Advisors. With experience at TD Ameritrade and Scottrade, James shares insights on financial planning, maximizing cash flow, and securing your future. We explore his journey from aspiring math professor to financial expert and break down strategies for navigating today's economy. Whether you're aiming for early retirement or financial security, this episode is packed with expert advice to refine your financial roadmap. Tune in! [00:00] Wealth-Building Advice with James [04:21] Stock Broker's Wealth Optimization Journey [06:43] Shifting Job Market Dynamics [11:35] Managing Information Overload [14:39] Stay Focused, Avoid Distractions [16:51] Early Retirement Financial Plan [22:43] "Live Your Desired Life" [25:26] Unsearchable Financial Insights Podcast [29:13] Balance Wealth Building and Self-Care [30:38] Financial Planning with James Alexander Connect with James Alexander! Website LinkedIn Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Welcome to *The Cash Flow Project! Today, we're joined by Pete Neubig, a real estate veteran whose journey began in 2001. From co-founding Empire Industries to selling it and becoming VP at MIN Management, Pete has built a thriving career. Now, as CEO of VPM Solutions, he's revolutionizing how real estate connects with virtual teams. Tune in as we explore his challenges, wins, and key lessons in real estate and entrepreneurship!

Welcome to another episode of *The Cashflow Project*! Today, we're joined by Vaughn Bethell, who transitioned from a professional soccer career to excelling in real estate. In just six years, Vaughn closed over 270 deals worth $20M, becoming a leader in South Carolina's Latino business community. He shares his journey from the fitness industry to wholesaling, his strategies for building wealth, and his mission to help families achieve homeownership. Tune in for insights, inspiration, and actionable steps toward financial freedom! [00:00] From Fitness to Real Estate Success [05:43] Challenges of Sales with Limited Control [09:23] Real Estate Investing Journey [12:38] From Transactions to Residual Wealth [15:55] Non-Traditional Market Value Creation [19:09] "Empowering Tenants and Lenders" [23:11] "Homeownership Goal: 500 Families by 2030" [24:05] Creative Real Estate Strategies [27:52] Rethinking Money and Business [32:35] Value Elder Wisdom [35:49] Coaching's Crucial Role in Sports [39:47] Connect: Real Estate Meetups & Networking [40:23] "Share, Review, Support Us" Connect with Vaughn Bethell! Website LinkedIn Instagram Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Welcome to The Cashflow Project! Today, we're joined by Brian Bradley, a leading asset protection attorney and financial planner. Brian shares his journey from military aspirations to legal expertise, offering tips on maximizing time, such as his "Automobile University" approach to learning during commutes. We discuss applying military principles in business, financial planning, and asset protection strategies, along with insights from his bestselling book Overexposed. Don't miss this episode packed with actionable advice and inspiration! [00:00] Transitioned from trial law to asset protection. [04:31] Persevere, gain skills, build reputation, succeed eventually. [09:42] Identified needs, created business for asset protection. [12:01] Transitioned to business owner, scaled legal firm. [15:29] Aging prompts financial planning and asset protection. [19:02] Book addresses asset protection misinformation and confusion. [20:01] Wrote asset protection guide; easy, comprehensive resource. [25:30] Failure leads to eventual success through perseverance. [27:27] Be tenacious but listen more, talk less. [29:39] Experienced in legal, financial planning; bestselling author. Connect with Brian Bradley! Website LinkedIn Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Welcome back to The Cashflow Project! Today, we're joined by Erik Oliver from Cost Segregation Authority, diving into how cost segregation can boost cash flow by accelerating depreciation. Erik shares tips for leveraging teamwork, maximizing deductions for short-term rentals, and navigating tax reforms that benefit smaller investors. Discover the importance of hiring specialists and knowledgeable advisors to optimize your investment strategy. Packed with actionable insights, this episode is a must-listen for smarter real estate planning. Let's get started! [00:00] Navigated career changes, found passion in cost segregation. [05:11] Cost segregation identifies asset values for depreciation. [06:35] Time value of money strategy against inflation. [11:02] Senators delayed bill for political reasons. [14:37] Cost segregation demand increases despite fewer transactions. [18:46] Choose a tax advisor, not a preparer. [21:32] Active participation can offset passive rental income. [23:13] Invest for tax savings and property appreciation. [28:33] Stick to strengths; hire experts for tasks. [31:54] Addressing tax liabilities with past acquisitions insights. [32:32] Review us; connect for financial growth opportunities. Connect with Erik Oliver! LinkedIn Website Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Welcome back to The Cashflow Project! Today, we're joined by Brandon Burns from Vanguard 1031X, a certified exchange specialist with experience in over 4,000 transactions. Brandon breaks down the 1031 exchange, a tax-deferral tool that lets investors reinvest property proceeds without immediate tax liability. Learn how to navigate like-kind exchanges, Delaware Statutory Trusts, and timing hurdles, with real-life success stories and tips for maximizing returns. Whether you're scaling investments or curious about real estate finance, this episode is packed with actionable insights. Tune in! [00:00] Transitioned from profitable real estate to 1031 exchanges. [05:28] Middle class shrinking; inflation and taxes rising. [07:23] Use 1031 exchange to reposition investment goals. [11:06] Journey creates wealth in niche investment banking. [17:06] Buying different real estate: follow tax guidelines. [19:09] Insightful ADU strategy unlocks real estate opportunities. [21:16] Implemented rush fee for last-minute notices. [26:16] Total four taxes: 30-38% due April. [27:55] Charisma is a learned skill like sports. [32:19] Thanks for sharing your knowledge and updates. Connect with Brandon Burns! Website LinkedIn Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Welcome back to The Cashflow Project! Today, we're joined by Kurt Volkman, associate principal at HED, a leader in multifamily and mixed-use architecture. Kurt shares insights on "enlightened urbanism," blending sustainability and wellness into design. We'll explore trends like Passive House projects, solutions for rising construction costs, and building resilience in storm-prone areas. With expertise shaped by his journey and upcoming appearance at Chicago Build Expo 2024, Kurt highlights the value of thoughtful, community-focused design. Don't miss this insightful conversation! [00:00] Excited to discuss industry trends and insights. [05:04] Global economy influences design with regional aspects. [07:42] Educating officials enhances high-performance building adoption. [12:36] Ensuring safety and longevity for residents' comfort. [16:09] Unique perspective helps anticipate industry trends. [17:10] Big companies drive dynamic markets, attract talent. [20:40] Need expert advice for hurricane preparedness compliance. [23:35] ATV innovates affordable housing with mixed-use developments. [29:03] Experience and connections offer invaluable marketplace value. [30:15] "Rewired by McKinsey: Understanding AI's societal impact." [33:40] Valuable architecture insights on community-focused design. Connect with Kurt Volkman! Website LinkedIn Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Welcome back to The Cashflow Project! Today, we're joined by Leslie Awasom, Co-founder of XSITE Capital Investment LLC, who shares his journey from nurse anesthetist to full-time entrepreneur. Leslie discusses the current multifamily market, his team's acquisition strategies, and the opportunities in discounted properties. He also highlights the importance of understanding your "why," conservative underwriting, and the value of community in real estate. Tune in for valuable insights, motivation, and advice to help you take the next step toward financial freedom! [00:00] Pursued real estate investing for work-life balance. [06:29] Transitioning from residential to commercial real estate challenges. [07:46] Partners enable exciting investment opportunities for immigrants. [11:48] Creating passive income for more family time. [15:38] Slow deal flow; stayed disciplined, focused acquisition. [17:19] Interest rate spike creates buyer's market opportunity. [22:17] Educating investors through meetups and underwriting classes. [23:29] Networking community for education, income diversification, growth. [29:39] Takes longer due to property distress issues. [31:56] Superpower: Mentoring others to realize their potential. [34:52] Overcome fears, network boldly, embrace opportunities. [37:59] Meetup in Honolulu; connect and subscribe online. Connect with Leslie Awasom! Website LinkedIn Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Welcome to The Cashflow Project! Today, Curtis May, host of The Practical Wealth Show and owner of Practical Wealth Advisors, shares 35 years of financial insights. He discusses principles from The Gap and The Gain, highlights the power of controlling cash flow and persistence, and introduces the concept of infinite banking. Curtis also emphasizes foundational financial practices and offers advice on using time effectively. Tune in to transform your wealth-building approach with Curtis's wisdom on financial freedom and principles-based planning. [00:00] Reading economics to understand market disruptions. [03:20] Helping achieve financial freedom through principles-based planning. [06:42] System lacks savings; spending is default mode. [10:53] Focus on efficiency, not just investment picking. [13:35] Inherited business mindset, parents' influence, self-learning journey. [16:50] Manage debt efficiently; follow Babylon's principles. [20:08] Work on mindset, skill set, and network. [23:52] Become a real investor; prioritize saving and protection. [25:28] You achieve financial freedom through strategic investments. [28:20] Watching screens limits personal creative time. [33:49] Killing Sacred Cows influenced financial mindset development. [35:35] Mind the gap; avoid missing opportunities. [38:05] Learn MBA concepts through podcasts and audiobooks. [42:13] Start with little money; grow your future. [44:17] Start with basics; success builds incrementally. Connect with Curtis May! Website LinkedIn Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Welcome to The Cashflow Project! In today's episode, we're joined by Grant Shipman, a leader in co-living property management. Grant shares how he achieved financial freedom in 15 months by pioneering co-living strategies, where multiple people co-own single-family homes. He emphasizes community-focused management, leading to long-term tenant relationships and a 97% lifetime occupancy with his company, Living Smith. Tune in for insights on how co-living addresses modern housing challenges and offers a smart, sustainable investment approach. [00:00] Unexpected journey: vanished wife, living with hippies. [04:46] Renting by the room: high demand, conflicts. [08:04] Thriving from adversity through intentional community living. [11:47] Co-living highlights forgotten social need, household. [14:07] Co-living reduces damage risk and offers accountability. [18:53] Month-to-month leases reduce turnover, ensure flexibility. [19:50] Co-living properties mostly self-manage, distinct from sober living. [24:39] Co-living is advanced house hacking with management. [29:24] Managing Airbnb like long-term rental causes stress. [30:17] New strategies in real estate investing emerge. [34:28] Jason's coaching transforms mindsets with simplicity. [38:52] Visit livingsmithpro.com for co-living assistance. [40:55] Connect locally through Tri City Equity meetups. Connect with Grant Shipman! Website LinkedIn Instagram Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Welcome to The Cashflow Project! Today, we're joined by John Bianchi, who shares his journey from managing Airbnb units to finding his passion in data analysis with Techvestor, a leading short-term rental investment fund. John highlights key lessons like "failing forward," building multiple income streams, and the importance of self-awareness and financial literacy. We also explore the impact of COVID-19 on the Airbnb market and how adaptability is crucial in real estate. Don't miss this insightful episode filled with valuable tips and inspiration! [00:00] Hyper-focused on Airbnb data; useful tool. [04:25] Ventured from Airbnbs to renewable energy, created course. [09:16] Do what you love; provide more value. [10:06] Filling gaps creates value in business opportunities. [15:17] Understanding the process behind success is valuable. [16:35] Surround yourself with supportive, growth-focused people. [21:18] Belief in divine purpose and personal growth. [25:19] Eliminate mortgage stress by investing in properties. [28:11] Master money management before pursuing real estate. [32:13] Airbnb industry stable; COVID caused temporary shift. [33:58] Late market entry leads to Airbnb struggles. [37:44] Recession impacts Airbnb more than long-term rentals. [39:55] Own top Airbnb for steady income during recession. [44:30] Watch courses, find profitable properties, valuable insights. [47:26] Join our monthly Honolulu multifamily networking meetups. Connect with John Bianchi! Website LinkedIn Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Welcome to The Cashflow Project! In this episode, we talk with Darius Ross, founder of D. Alexander Ross Real Estate Capital Partners, who shares 30+ years of real estate expertise. Darius offers insights into market opportunities, the importance of legal knowledge, and creative financing strategies. We explore challenges in today's economy, conservative underwriting, and potential market shifts. Darius also gives advice on understanding market cycles and balancing life as an entrepreneur. Don't miss his thoughts on the economic downturn and its effects on real estate. [00:00] Started in real estate, shifted mindset, invested. [04:26] Anticipating market damage; investments holding cash. [06:45] Opportunities exist where big players overlook risks. [10:33] Congress's bail-in law means fewer taxpayer-funded bank rescues. [15:09] Consider smaller markets, cutbacks, business continuation insurance. [19:29] Think long-term, save resources for future opportunities. [22:12] Leadership DNA out October 24, focuses leadership. [25:51] History repeats; human nature remains unchanged. [29:06] Understand limits, manage money, assess advice carefully. [31:49] Learn, connect, invest: Visit tricityequity.com now. Connect with Darius Ross! Website LinkedIn Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Welcome to The Cashflow Project Podcast! In this episode, we chat with real estate expert Darin Davis, who shares over 20 years of industry insights on navigating rising housing and insurance costs. He highlights the benefits of public-private partnerships and tax incentives in addressing Texas' housing shortage. Darin also reflects on his personal journey, mindset shifts, and the importance of having a strong "why." Plus, he introduces his nonprofit, the "Never Quit Initiative," supporting families facing cancer-related challenges. [00:00] Succeeded in sales and investments during .com boom. [03:27] Father's death led to reevaluation of life. [08:54] Prioritized personal life over constant traveling career. [10:55] Success requires adaptability and resilience during setbacks. [15:03] Create, don't just criticize; we're here to help. [18:43] Renting in Texas $1,300 cheaper than owning. [19:28] Texas using public-private partnerships for affordable housing. [23:06] Politicians balance interests of businesses and workers. [26:59] Dreams of early retirement disrupted by cancer diagnosis. [30:23] Passive cash flow can be vital for emergencies. [33:14] "Could you realistically take off a year?" [37:45] Teaching kids financial responsibility as they mature. [41:39] Embrace failure; it's essential for entrepreneurial success. [43:38] Jerry dates multiple women hoping for success. [46:05] Insightful talk with Darren Davis in Austin. Connect with Darin Davis! Website Website 2 LinkedIn Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Welcome to The Cashflow Project! Today, we sit down with Ron Koenigsberg, founder of American Investment Properties, who brings over 30 years of commercial real estate expertise. They discuss Ron's market predictions, creative deal structuring, and the benefits of seller financing. Ron emphasizes the importance of active listening, leveraging partnerships, and continuous learning in real estate. Whether you're an investor or real estate professional, this episode is filled with practical advice and insights from an industry veteran. Tune in for a valuable conversation! [00:00] Appreciation expressed, request for real estate backstory. [03:27] Born dyslexic, adapted to excel in communication. [08:45] Changes in real estate deals post-Covid? [12:47] Never witnessed market crash; expect vibrant future. [14:03] Fiscal easing raises valuation of hard assets. [17:46] Collaborative meeting ensures profitable, fee-free transaction. [22:17] Commercial real estate is more creatively flexible. [23:12] Real estate brokers, ask senior brokers questions. [26:36] Active listening improved my relationships and career. [32:31] Fear of public speaking stems from ancestral survival. [34:10] 85% of leaders aspire to entrepreneurship. [37:46] Passionate commercial real estate seller with top qualifications. [40:55] Superpower: absorbing, persisting, making 400 calls daily. [45:20] Insightful talk with Ron Koenigs, experienced real estate broker. [46:06] Stay open to learning and self-improvement. Connect with Ron Koenigsberg! LinkedIn AIP Commercial Real Estate LI Investment Group Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Welcome to The Cashflow Project! In this episode, we chat with Jeremy LeMere, founder of Navigator Wealth Fund, who shares his journey from a blue-collar background and engineering career to achieving financial freedom through real estate. Jeremy offers insights on transitioning from a W-2 job, maintaining cash flow, and building strong partnerships. He emphasizes continual learning, diversification, and networking as keys to success. Stay tuned for valuable lessons, book recommendations, and advice on overcoming challenges in real estate investing. [00:00] Completed MBA during financial crisis; entered real estate. [06:43] Scaled back to managing own portfolio, assisting friends. [08:09] Investing journey: problem-solving, skillsets, capital raising, accessibility. [13:20] Transitioning occupations to real estate as side gig. [17:05] Understanding and systems prevent business failures and audits. [18:38] Understanding bookkeeping and accounting ensures business integrity. [23:55] Syndication offers portfolio risk balance and stability. [25:58] Shift from multifamily to self-storage for better returns. [30:01] Partnerships require alignment in commitment and values. [32:35] Opportunities arise but beware of potential pullback. [37:04] Prepare fully for entrepreneurial success and challenges. [38:55] Jeremy Lemire's experience, advice, giving back, education Connect with Jeremy LeMere! Website LinkedIn Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Welcome back to The Cashflow Project! Today, we chat with Dan French, a certified property manager overseeing over 15,000 units and $2 billion in assets. Dan shares his journey from a working-class background to managing properties across various markets, highlighting how his firm adapted to market changes and Texas' resilience during the Global Financial Crisis. He emphasizes the importance of conservative underwriting, tenant care, and a long-term investment mindset. Tune in for valuable insights and actionable advice for real estate investors. [00:00] Painter turned real estate entrepreneur in NYC. [05:07] Market selection, experience, and financial stability crucial. [07:46] Years of hard work, investor payback, growth. [12:16] Impactful real estate investments can change communities. [13:20] Real estate is about community and impact. [17:59] Opportunity is everywhere, especially in tough times. [19:39] People often seek opportunities elsewhere, but wait is dynamic. [22:53] Team growth, risk mitigation, cost reduction strategy. [26:13] Monetization through carports and storage units. [31:05] Prepare for long journey to success, start now. [33:52] Ownership mentality changes perspective and partnerships. Connect with Dan French! LinkedIn Website Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Welcome back to The Cashflow Project! Today, we chat with Corey Peterson, CEO of Kahuna Investments, about his journey from single-family flips to multifamily real estate. Corey shares strategic insights on managing student housing through market cycles, the benefits of self-managing properties, and the importance of company culture. He also discusses mindset shifts for financial freedom and offers advice for busy professionals looking to succeed in real estate investing. Tune in for Corey's actionable insights to elevate your financial strategies! 00:00 Discovering real estate investing sparked new inspiration. 04:27 Real estate success requires hard work and management. 07:36 Recognition and attitude drive employee motivation. 11:58 Seek help, bring value, serve investors' return. 14:16 Investors lose half their balance in crash. 18:07 Fired from job, embraced real estate success. 22:29 Licensed broker can't sell unrepresented products. 26:02 Tax strategy enables wealth acceleration and offsets income. 26:53 Reduce taxes, invest more, increase cash flow. 31:23 Respect from cool parents improves relationships. 35:28 Get free book "Trust but Verify"! 37:44 Seek alternatives, ask better questions, learn from experiences. Connect with Corey Peterson! Website LinkedIn Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

In this episode of The Cashflow Project, Tilden Moschetti, a seasoned securities attorney with over 20 years of experience, shares his insights on legal documents, compliance, and business models for fund managers, venture capitalists, and syndicators in real estate investment. Initially pursuing an MBA to enter the real estate field, Tilden eventually became a lawyer to better understand and raise funds for real estate investments. After a decade as a trial lawyer, he transitioned to helping syndicators structure deals and now combines this with his own real estate ventures. Tilden offers invaluable advice drawn from his extensive experience working with around 100 clients annually, covering topics like conservative underwriting, over-delivering on promises to investors, and navigating market volatility. He also discusses the challenges of increased taxes and insurance in the industry. Whether you're a seasoned investor or just starting out, this episode is filled with practical strategies and insights to elevate your real estate investing game. [00:00] MBA to real estate, then law school. [04:14] Acknowledging and admiring industry expertise and empathy. [08:25] Frequent court experiences provide valuable perspectives. [11:34] Negotiating win-win situations in various scenarios. [14:12] Switching to alternative investments for control and growth. [18:33] Curious about industry trends amidst tax issues. [21:06] Discussion on market trends and potential solutions. [25:33] Skilled at making stories compelling for marketing. [28:35] Tilden Moschetti at law firm thriving. [29:58] Seek feedback, improve, and take action. Connect with Tilden Moschetti! Website LinkedIn Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Welcome back to The Cashflow Project!

Welcome to another insightful episode of The Cashflow Project! Today, we have Kris Morin, a seasoned real estate investor with over twelve years of experience. Kris started during the 2009 recession, transitioning from house flipping to multifamily real estate, discovering its stability and scale. Kris shares his journey of reevaluating career goals, building a portfolio of 50 to 60 units, and overcoming misconceptions about residential real estate. We'll explore the advantages of multifamily investments, the importance of networking and mentorship, and the current challenges in the market, such as rising insurance costs and interest rates. Kris offers practical advice for busy professionals looking to invest in alternative assets. Tune in for valuable insights and learn how to elevate your real estate endeavors. Don't forget to subscribe, download, and share this episode to help us bring more high-quality guests to the show! [00:00] Podcast discussing investing for cash flow in real estate. [05:14] Took break, then bought and traded multifamily. [06:58] Challenging commercial property transition not always necessary. [11:09] Connect with diverse groups for business success. [15:41] Real estate creates more millionaires every day. [16:52] Becoming more visible and vocal locally takes effort. [21:57] Unplanned expenses require real-time business adjustments. [24:48] Long-term stability in real estate leads to success. [28:11] Connecticut population declining, market shifts to appeal. [30:49] Skilled in communication, storytelling, raising capital successfully. [34:31] Consider passive real estate investment in multifamily. [37:01] Connect with us for real estate investments. Connect with Kris Morin: Website Email LinkedIn Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Welcome to The Cashflow Project! In today's episode, we feature Darcy Marler, a seasoned real estate investor with over 23 years of experience and author of four insightful books on land development and new construction. Darcy shares invaluable advice on persevering through challenging times, focusing on one's strengths, and leveraging operational partners to complement individual capabilities. We'll delve into Darcy's unique real estate strategies, such as flipping paperwork and changing zoning regulations, emphasizing value addition without extensive construction. Darcy also highlights the potential for smaller investors to positively impact housing affordability and community development. Tune in as we explore unconventional opportunities, the impact of migration on housing markets, and expert tips on managing rental properties effectively. Whether you're a hands-on investor or looking to make real estate a side venture, this episode is packed with insights to help you navigate the industry successfully. [00:00] Real estate expert from Canada discusses experience. [04:13] Consider different real estate strategies based on personality. [08:41] Dealing with rentals, tenants, property management inefficiency. [11:02] Buying older property has potential hidden issues. [14:01] Invest in landlord-friendly areas with good growth. [17:47] Consider project timeline, costs, and contingencies carefully. [21:17] Teaching zoning and increasing land value. [24:15] Diverse real estate strategies based on local markets. [28:46] Investors can make real impact in housing. [31:09] Experience from market cycles, adapting strategies essential. [34:03] Perseverance and resilience in saving horse track. [37:54] Focus on strengths, partner to supplement weaknesses. [40:56] Know your strengths, find your best fit. [42:25] Sign off with encouragement and aloha. Connect with Darcy Marler! Website LinkedIn Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Welcome back to The Cashflow Project podcast! In this episode, we have the pleasure of speaking with Michella Chiu, the impressive VP of Operations and Marketing a leading global agency. Michella's journey from aspiring history professor to real estate syndication expert is as inspiring as it is instructive. With a rich background in marketing and managing high-stakes projects for global companies, Michella leverages her unique skill set to navigate the multifaceted world of real estate investing. We dive deep with Michella on her transition from residential investments in Seattle to managing multifamily real estate across the nation, and how her storytelling prowess aids in underwriting and analyzing market trends. Get ready for invaluable insights on the importance of hard work, cautious underwriting, and maintaining trust in partnerships. Plus, learn about Michella's personal journey, including her roots in Hong Kong, her academic pursuits, and her advice for aspiring investors. Don't miss this episode packed with wisdom, actionable tips, and encouragement for both new and seasoned real estate investors. [00:00] Host welcomes guest, requests background information briefly. [05:23] Real estate investors seek unconventional advantages. [07:45] Originally wanted to be history professor, switched to marketing utilizing strengths as a historian. [12:22] High-level organizational structure revolutionizes real estate investing. [15:59] Learning investment lessons from successful parents is invaluable. [18:27] Joined mentorship program, found real estate fit. [22:25] Consider cost of missing out on growth. [24:25] Started as volunteer, worked hard, gained opportunity. [29:36] Underwriting trends and market dynamics analysis. [32:24] Avoid pushing numbers, focus on trust. [35:32] Be careful with processes and red flags. [38:11] Took losses, not comfortable, please don't dismiss. [41:29] Connect at local meetups for mutual growth. Connect with Michella Chiu! Website Instagram Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Welcome back to another insightful episode of The Cashflow Project! Today, we have the pleasure of hosting Kelly Koontz from Sub Meter Solutions. Kelly brings his expertise to the table, discussing the game-changing benefits of using metering systems for leak detection in multifamily properties. He highlights how these systems not only save water but also lower insurance premiums, offering significant advantages for property investors. Together with our host, Steve Fierros, they'll delve into the cost-effective installation processes, the integration of metering data into property management software, and the impact on operational expenses. Plus, Kelly shares practical advice on financial freedom, smart system improvements, and reveals his superpower of galvanizing his team. Stick around as we also touch on upcoming events like the National Apartment Association show and the Hawaii Millionaire Mindset conference. Tune in for a wealth of knowledge and actionable insights that can drive your property management success and overall ROI! [00:00] Appreciate your help, let's find revenue. [03:08] Entrepreneur starts business, expands utility services nationwide. [06:49] Multifamily owners recover utility costs from residents. [09:50] Residents empowered, owners recover costs, tech benefits. [15:01] Exciting technology for leak detection saves money. [17:18] Kelly recommends active leak detection for savings. [20:57] Identify ROI, provide monthly utility billing service. [25:04] Recommendations for "Atomic Habits" and "The Demon of Unrest". [26:18] Leaders of the past still relevant today. [29:57] Reflect, learn, improve, inspire, connect, strategize. [33:35] Connect with carrier team, attend local meetups. Connect with Kelly Koontz Website LinkedIn Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Welcome to another engaging episode of The Cashflow Project! In today's show, we sit down with the inspiring Michael Engram, the founder of Game Changers, a nonprofit in Ohio dedicated to mentoring high school student-athletes. Michael delves into the significant challenges teenagers face and the transformative impact of having reliable adult support and mentorship during these critical years. He shares his journey, from working at Walt Disney Company to launching a national nonprofit, and how his diverse background and personal setbacks led him to create Game Changers. In this episode, you'll hear about the essential role of community and business involvement in nurturing the next generation, the importance of giving back, and how everyone has a finite time to make a positive impact. Michael also shares insights on leadership, workforce readiness for athletes, and the broader opportunities beyond sports. Listen in as Steve and Michael discuss their shared service background, the necessity of forging your own path, and the power of stepping out of your comfort zone to create lasting change. Plus, don't miss the rapid-fire segment where Michael reveals his book recommendations and the superpowers he believes drive his mission. Join us for this thought-provoking conversation and learn how you, too, can be a game changer. [00:00] Mike's academic and career journey, founding Game Changers. [04:56] Encouraging young people to strive for excellence. [08:16] Athlete work ethic essential for high schoolers. [10:14] Mentoring helped me despite a broken background. [13:56] Balancing personal expenses while giving back. [18:20] "Reflecting on past experiences, priorities, and support." [21:46] Moving offers new opportunities, overcoming mental barriers. [24:40] Avoid living in regret, trust in yourself. [29:42] Rich Dad, Poor Dad book fosters understanding. [32:08] Self-reliance and responsibility for youth outreach. [36:05] Leadership summit focuses on programming, workforce readiness. [37:28] Encouraging young people for future success and opportunities. [40:58] Life-changing content, see you next episode. Connect with Michael Engram Website LinkeIn Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Welcome to the latest episode of "The Cashflow Project"! Today, we're excited to have Stewart Heath, a seasoned financial expert and real estate investor, join us. Stewart's expertise in fractional CFO services and commercial asset investments makes him a goldmine of knowledge for aspiring investors. In this episode, Stewart shares the importance of leveraging other people's skills, understanding your own bandwidth, and hiring quality property managers. We'll explore the nuances of multifamily properties, the challenges of transitioning from residential to commercial real estate, and lessons from Stewart's decades of experience. Don't miss this enlightening conversation on "The Cashflow Project"! [00:00] Fascination with inherited timber leads to career. [06:02] Significant mindset shift, embracing change and growth. [08:14] Seeking wealth, diving into real estate ventures. [10:33] Controlled property management led to challenges and rewards. [13:38] Transition from single to commercial properties, advantages. [16:22] Retail faced struggles in 2020, but rebounded. [21:18] Choose tenants wisely to avoid costly mistakes. [23:13] "Avoid being an accidental landlord to succeed." [27:44] Highly recommend the transformative and practical book. [30:21] Neglecting reserves led to a major setback. [32:28] Maintain reserves for market downturns and opportunities. [37:05] Stuart Heath discusses financial expertise and leveraging others. Connect with Stewart Heath: Website LinkeIn Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Welcome back to The Cashflow Project! In today's episode, we're joined by Parker Pursell, CEO of EQRP, as he shares his inspiring journey from a rural upbringing to leading in self-directed retirement planning. From his roots in family business to navigating challenges during the pandemic, Parker's story emphasizes the importance of seizing opportunities and taking control of financial futures. Join us as we delve into Parker's insights on financial empowerment, self-directed retirement accounts, and his unique 'restorator' approach to business and life. With book recommendations and actionable advice, this episode offers a wealth of resources for anyone seeking to enhance their financial literacy and personal growth. [00:00] Creative sales strategy, successful with high conversion. [03:57] Worked near naval base, learned to serve. [06:51] Transitioned from various jobs to company leadership. [09:35] Learning, adapting, taking action - continuous improvement. [15:58] Advocacy for hard assets as protection from inflation. [18:20] System limits choices; people seek comfort elsewhere. [20:32] Different financial situations require strategic planning for retirement. [23:45] Creative ways to invest and strategize effectively. [29:05] Prioritize values and self over worldly success. [32:12] Seize financial opportunities with self-directed IRA. Visit tricityequity.com. [33:44] July 10-13. Share, review, improve, learn, action, vision. Connect with Parker Pursell: Website LinkeIn Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Welcome to another episode of The Cashflow Project, where we uncover the keys to financial mastery and building a lasting legacy of wealth. Today, we're thrilled to host Vince Shorb, a beacon of financial wisdom and the founder of the National Financial Educators Council. With a passion for reshaping financial literacy nationwide, Vince brings invaluable insights that can transform your financial journey. In this episode, we'll explore Vince's journey from navigating the mortgage industry to championing financial literacy, all against the backdrop of North Dallas—a hub of opportunity and growth. From discussing the Millionaire Mindset to emphasizing the importance of resilience, Vince's wisdom is essential for both busy professionals seeking financial freedom and parents aiming to equip their children with vital financial skills. Join us as we embark on a journey toward wealth, wisdom, and well-being with Vince Shorb. 00:00 Early success in real estate led to helping others. 04:45 Cash out refinance, equity, debt consolidation, investment gains. 08:18 Financial challenges, high debt, tools for help. 11:58 Learn to navigate financial uncertainty with cushion. 13:12 Forming financial habits young avoids future problems. 16:24 Many opportunities to learn and teach together. 20:05 Investors aware of properties in Dallas, Texas. 24:50 Express gratitude, encourage reaching out for assistance. 25:56 Financial education is crucial for long-term success. Connect with Vince Shorb Website LinkedIn Connect with Tri-City Equity! Website LinkedIn YouTube Facebook Instagram

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In this episode of The Cashflow Project podcast, we sit down with Angelo Christian, an experienced investor and entrepreneur. Angelo shares his inspiring journey from a challenging upbringing to becoming the chairman and CEO of Christian Financial Diversified investment holdings company. The discussion covers Angelo's introduction to real estate, his work in the mortgage industry, and his focus on private lending. He also provides valuable insights and advice for busy working professionals looking to improve their financial situation. Listeners will gain valuable knowledge and inspiration from Angelo's wealth of experience and expertise. [00:00] Pursued education, found mentors, excelled in mortgage business. [03:03] Diversified into private lending, now 50% business. [06:31] Unique investor financing options tailored for real estate. [09:44] Consider alternative lending options in unique scenarios. [13:40] Good product for small investment, despite market conditions. [16:52] Real estate investors building in affordable areas. [20:45] Surround yourself with supportive, like-minded people. [25:16] Connect with us, join events, subscribe. Attend conference. [26:00] Connect with entrepreneurs, boost mindset at events. Connect with Angelo Christian Website Connect with Tri-City Equity! Website LinkedIn YouTube Facebook Instagram

Welcome back to The Cashflow Project, your go-to podcast for unraveling the secrets of multifamily real estate investing. Today, we've got a special guest in the studio – Dasha Beardsley from Lone Star Capital, a force to be reckoned with in the multifamily real estate space. Dasha, with a remarkable track record of facilitating over $500 million in multifamily real estate acquisitions and overseeing a community of 400 investors at Lone Star Capital, shares her journey from an early investment in her brother's Houston deal to becoming a key player in real estate development. In this episode, we're diving deep into property management intricacies, the art of building a robust in-house team, and the significance of meticulous organization for stellar service rather than just profit. Plus, Dasha spills the beans on effective social media strategies in real estate, practical content creation tips, and the paramount importance of trust in your investment sponsor. Whether you're a seasoned investor or just stepping into real estate, get ready for a conversation filled with actionable insights and inspiring narratives that challenge you to invest with purpose and organize for triumph. Join us for an enlightening conversation with Dasha Beardsley, right here on The Cashflow Project! 00:00 Interest in real estate, transitioned from residential. 03:04 Invested in brother's real estate deals, gaining experience. 07:43 Access and trust crucial for investment decisions. 11:17 Enjoy creating positive experiences for groups, networking. 14:47 First deal had issues, led to in-house management. 16:28 Good management is crucial for successful projects. 19:46 Broad social media strategy with platform focus. 24:33 Creating impactful content matters more than views. 26:58 Recognize your superpower and play to it. 31:53 Seek advice, vet property managers for success. 33:04 Meet us in person at our events. Connect with Dasha Beardsley Website LinkedIn Connect with Tri-City Equity! Website LinkedIn YouTube Facebook Instagram

Welcome back to The Cashflow Project, your hub for real estate, investment, and innovation insights. In today's episode, we reconnect with Neal Bawa, a data-driven force reshaping real estate investment. Neal challenges market norms, spotlighting Idaho and Utah as data-backed frontrunners over Texas and Florida. Our dive explores Provo, Utah's investment appeal, from cost-effective universities to a growing tech corridor and world-class skiing – a personal interest for Neal. Beyond attractive locations, Neal's focus extends to filling market gaps. His build-to-rent model aims to construct 10,000 townhomes, redefining affordable housing. Join us for Neal's innovative strategies, data insights, and his mission to align investor returns with societal benefits. Don't miss this episode packed with expert advice and groundbreaking perspectives. Lock in, and let's get ready to be inspired on The Cashflow Project. [00:00] Real estate market change, seek Neal's advice. [03:21] Excited to hear your experienced market insight. [06:32] Matching data, learning from build-to-rent process. [12:33] Neal aimed for $2,000 rents in various markets. [15:59] Companies build large complexes in Reno, targeting California. [18:55] Building in new cities, offering financial security. [21:03] Innovative loan solution empowers aggressive bank engagement. [23:44] Hawaii community desires to give back. Dual-value investment. [27:01] Texas and Florida not fastest growing states. Idaho and Utah are surprisingly fastest growing. Social media misinformation leads to acceptance as fact. Data scientist monitors and tracks market changes. [31:50] Think outside the box, bring unique value. [34:55] Steve F. plans to retire from syndications. [37:52] Neal consistently delivers amazing, thought-provoking content. [39:32] Interview highlights changes in real estate industry. [42:42] Sign off, take action, provide value, aloha. Connect with Neal Bawa Website Courses Connect with Tri-City Equity! Website LinkedIn YouTube Facebook Instagram

Welcome back to another enlightening episode of The Cashflow Project! Today, we're diving into the lucrative world of note investing with none other than Fred Moskowitz, an acclaimed educator, bestselling author, and fund manager. Fred brings a wealth of knowledge from his transition from a computer engineer to a seasoned investor, empowering us with insights on wealth generation and the powerful role of relationship-building. In today's episode, we'll explore why diversification is crucial in your investment portfolio, especially through avenues like multifamily real estate and note investing. Fred will share his journey, from the pivotal moments that spurred his dive into alternative investments to his strategies for building a robust rental portfolio. Get ready to uncover the intricacies of the secondary market for notes, the impact of interest rates, and why notes are the investment vehicle that savvy professionals are turning to for higher yields. Plus, Fred is offering a special gift to our listeners – a report on note investing, available at giftfromfred.com. Whether you're looking to directly own real estate or transition to being the lender for stabilized income and cash flow, this episode is packed with actionable advice. Don't forget to reach out to Fred for more insights, and stay tuned for information about the Hawaii millionaire mindset conference. So adjust your headphones and prepare to be inspired—it's time to take notes on note investing with Fred Moskowitz on The Cashflow Project. Let's get started 00:00 Tech industry turmoil led to income insecurity. 04:32 Early career lessons on diversification in real estate. 07:25 Consider investing in rental properties for wealth. 11:52 Investing in real estate notes stabilizes income. 13:25 Educating investors on note investing and benefits. 17:47 Mortgage loans sold, common in secondary market. 20:38 Notes impact pricing, often resold for capital. 24:08 Considerations for note investing and minimizing taxes. 28:56 Real estate can impact generations in surprising ways. 30:58 Step out of comfort zone, ask questions. 33:45 Encouraging travel and note investing insights shared. 36:40 Opportunity highlighted by Fred, investing options available. Connect with Fred Moskowitz Website Instagram Connect with Tri-City Equity! Website LinkedIn YouTube Facebook Instagram

Welcome back to The Cashflow Project! Today we're joined by the inspirational David B. Rich, a leadership coach and decorated veteran with an extraordinary journey that brought him to Hawaii through sheer will and strategic planning. In this episode, David shares his story and introduces the Dream Positioning System—a powerful method to turn dreams into tangible actions. Join us for a motivational session where David breaks down the art of decisive action in real estate and life, even in imperfect conditions. We'll explore the significance of mindset, creating a vision for your future, and embracing failure as part of the success journey. David's wisdom will resonate as he compares ambition to footprints in the sand, emphasizing the importance of acting on your dreams before they fade away. This conversation will highlight the powers of positive thinking and the necessity of stepping beyond your comfort zone for financial freedom. As the episode concludes, we set goals for 2024, providing you with a blueprint to reach new heights in cash flow and personal fulfillment. Don't miss out on this journey toward success, right here on The Cashflow Project! 00:00 Moved from Philadelphia to Massachusetts, cultural impact. 03:07 Mindset and travel shaped my spiritual journey. 08:07 Waiting for perfect, take action now. 09:58 Moving to Hawaii, no place to live. 16:20 GPS metaphor for success and overcoming obstacles. 18:55 Book launch leads to international signing opportunities. 20:42 Kiyosaki's cashflow game leads to success. 24:57 Military experience led to real estate success. 29:22 Inspiring others, adapting to individual needs. 31:03 Embrace failure, be resourceful, and seek assistance. 36:42 Bumblebee symbolizes defying limitations and others' opinions. 39:25 Plan for dreams to make them real. 41:14 Plan to attend the Hawaii millionaire mindset conference. Take action! Connect with David B. Rich Website Instagram Connect with Tri-City Equity! Website LinkedIn YouTube Facebook Instagram

Welcome to another enlightening episode of The Cashflow Project, featuring Todd Pigott from Zinc Financial. In this episode, Todd shares his remarkable journey from frugality to real estate mastery, emphasizing the importance of living lean to leap into the world of real estate investing. He unravels his personal experience of stringent saving and sacrifice, progressing from a lifestyle without air conditioning to strategically investing in income-producing assets. This conversation goes beyond the immediate hustle, focusing on the steady grind of building lasting wealth and preserving capital. Todd's insights, drawn from his gritty rise in real estate, offer practical wisdom for both entry-level home flippers and high-net-worth individuals. Get ready for inspiring stories of overcoming adversity, making sacrifices, and understanding the true essence of 'investing in yourself,' touching on the importance of a positive mindset and the role of physical and mental well-being in the journey to success. 00:00 Grateful for insightful conversations, especially with listeners. 04:15 Focused on desirable, low-risk real estate investments. 07:20 Thriving despite circumstances, creating value in marketplace. 09:35 Inconsistent water polo schedule leads to financial struggle. 13:04 Prioritize health, surround yourself with positivity, build wealth. 18:00 Temporary discomfort leads to long-term stability. 20:16 Encouragement for all, including beginner investors. 24:32 From entry level to ultra high net worth: Grind. 26:10 Buy, fix, rent, refinance, sell for profit. 28:56 Advice for investors: Build momentum, embrace sacrifice. 33:34 Healthy body, fit mind for success. 37:25 Be honest, take care of yourself, surround yourself. 39:58 Zinc Income Fund offers passive investing opportunities. 41:14 Interview with Todd Pigott about his inspiring journey. 44:15 Expresses gratitude for listening and encourages action. Connect with Todd Pigott Website Connect with Tri-City Equity! Website LinkedIn YouTube Facebook Instagram

Welcome to The Cashflow Project, hosted by Steve Fierros. In this episode, we delve into the entrepreneurial journey of Mike Merrigan and Bo Kort, two best friends managing a diverse portfolio of 43 businesses. They share insights on building and scaling enterprises, embracing a mindset that rejects traditional retirement, and investing in passions. Discover the secrets behind their relentless determination in industries from real estate to motorsports. Learn about long-term investing in cash flow assets, empowering teams without micromanagement, and the impact of mentorship on young entrepreneurs. By the end, you'll be inspired to set goals, generate opportunities, and take action for the year ahead. If you enjoy the podcast, share, review, and join our monthly real estate meetups. 00:00 Excited to chat about your varied journey. 05:46 Build profitable business, invest in real estate. 07:21 Scaling business and time management is crucial. 11:59 Deliver what you promise, provide quality service. 15:53 Maintain systems for tracking business opportunities effectively. 16:40 Building relationships through sales and real estate. 20:39 Successful individuals prioritize accountability within their teams. 23:16 Balancing work, family, and travel, enjoying it. 28:24 Texas business partner is independent and decisive. 32:25 Mindset, education, and communication skills are crucial. 33:27 Action, not just books, leads to success. 38:57 Invest in real estate for future financial security. 40:23 Experienced team involved in diverse real estate. 45:37 Mike Merrigan shares valuable business experience. 47:16 Generate income, invest in real estate, wealth building. Connect with Mike & Bo Mike's LinkedIn Bo's LinkedIn Connect with Tri-City Equity! Website LinkedIn YouTube Facebook Instagram

Welcome to The Cashflow Project. Today, we have DJ McClure from National Flood Experts discussing flood zones and insurance in real estate investing. DJ offers unique insights on due diligence and the financial implications of flood zone designations. In this episode, DJ shares hidden opportunities that can save you thousands on flood insurance premiums. He reveals essential contacts, tools, and success stories, including removing the need for flood insurance entirely. Discover early action strategies, available resources for property owners, and the fascinating intersection of engineering, insurance, and real estate. Tune in to optimize your portfolio and enhance cash flow with DJ McClure's expertise. [00:00] Excited to work together on real estate. [03:07] Impact of cap rates on property valuations. [07:44] Understanding flood zones and flood insurance requirements. [11:01] Projects in 46 states, thousands of properties. [15:37] Significant cash out refinance, major cost savings. [18:42] Upfront cost, objective field work, successful outcomes. [20:20] Clients without flood policies need our team. [25:40] Regularly review deals to build network effectively. [28:48] Check out flood insurance coverage across 46 states. [29:46] Connect with us on social media platforms. Connect with Jason Yarusi Website LinkedIn Connect with Tri-City Equity! Website LinkedIn YouTube Facebook Instagram

Welcome to another episode of The Cashflow Project! Today, we're delving into the world of entrepreneurship and real estate with the incredible Jason Yarusi. With a portfolio of over 2300 apartment units valued at $245 million, Jason is not only a real estate powerhouse but also a thought leader in personal development through his Live 100 project. Join us as we explore Jason's journey from New Jersey to his success in multifamily real estate, touching on the intricacies of work-life balance, especially when your business partner is your spouse. Jason shares valuable insights into sustainable business planning, adaptability, debt management, and navigating commercial debt in a high-rate environment. Discover the influence of Jason's father's entrepreneurial spirit, the power of persistence, and the importance of taking action to achieve financial freedom. We'll also discuss intentional consumption of information and media and how it shapes our thoughts and future. If you're eager to learn more, Jason will provide ways to connect and explore his new podcast for additional insights. Get ready for a thought-provoking discussion that could reshape your views on money, life, and success on The Cashflow Project! 00:00 Started various businesses, transitioned to real estate. 05:27 Focus on one market to become successful. 07:45 Learning discipline, hard work leads to success. 09:44 Reflect on failures to succeed in future. 15:45 We have what we need to progress. 17:08 Intentionally replacing bad habits leads to better life. 22:48 "Know what you need for financial freedom." 24:47 Entrepreneurial experience shared, learn from mistakes. 26:44 Emphasizing the importance of being great parents. Connect with Jason Yarusi Website Instagram Connect with Tri-City Equity! Website LinkedIn YouTube Facebook Instagram

Welcome to another captivating episode of The Cashflow Project, where we delve into the intricate world of real estate investment with the seasoned Ken Gee. With over two decades of experience in real estate, banking, and private equity, Ken shares insights from his journey – from a commercial lender to a full-time real estate investor. Unveiling his early successes, including a remarkable half-million-dollar profit from three multifamily deals in just two years, Ken is more than an investor; he's a strategic thinker who understands the market's nuances. In this episode, Ken and I explore the pivotal importance of having a driving force that propels one towards success. We discuss the disciplined approach to real estate that not only leads to lucrative returns but also fosters longevity in the industry. From navigating current market challenges, such as Florida's insurance costs, to maintaining disciplined underwriting amidst economic pressures, Ken offers valuable insights suitable for both seasoned investors and newcomers to the field. Join us on this educational journey with Ken Gee and let's expand our investment horizons together on The Cashflow Project.

Welcome to a brand-new episode of The Cashflow Project. Today, we are rejoined by the wildly successful Nic DeAngelo, CEO and founder of Saint Investment Group. Nic, who began his journey in the banking industry, eventually ventured into the captivating world of real estate, where he realized his true calling. From growing up in a family with a deep-rooted work ethic to witnessing the 2008 financial crisis, Nic's journey offers great insights into the role that resilience and sustained vision play in the road to success. We'll discuss the importance of observing market conditions, the pros and cons of investing in hard assets, and the need to think long-term in real estate investing. With an impressive portfolio and a strategy-driven process, Nic and his team aim to navigate this dynamic landscape with clarity, vigilance, and adaptability. And it's not complete without some predictions about the future, especially around inflation and the adjustments investors need to make to stay ahead. Nic shares his belief that real estate is a good investment over the next decade, given a landscape of 5-6% interest rates. Expect some hearty discussion on time horizons in investing, understanding value, and forging profitable, flexible cash flow models. This episode is a wealth of knowledge and insights for both novice and veteran investors looking for strategies to fortify their financial future. Stay tuned, folks. It's going to be quite a ride! [00:00] Multigenerational immigrant family with entrepreneurial mindset. [04:05] Taking hometown opportunities for granted, settling for mediocrity. [07:25] US banks barely surviving; government pays bills. Global concerns for the finance market. Opportunity post-2008 crisis with low-cost sales. [10:37] Observing financial activities with inside knowledge. [14:19] Intense acquisition, investors wanted less involvement. [18:31] Learn to pivot and solve problems, add value. [23:02] Serious concern about future market trends. [24:00] Return to normal: interest rates will rise. [27:22] Real estate: think local, don't panic. [31:30] Start early, think long term, avoid risks. [36:45] Honoring family, appreciating sacrifice, being observant. [38:32] Powerful to acknowledge limitations; seek expertise. Value investors, long-term vision. [40:58] Monthly meetup in Honolulu, multifamily focus. Find us on Meetup.com Connect with Nic DeAngelo Website Connect with Tri-City Equity! Website LinkedIn YouTube Facebook Instagram

Welcome back to The Cashflow Project. Today, we have a special guest with an incredibly inspiring journey in the world of real estate. Known as the Fit Investor, Cale Delaney turned an initial $300k investment into a $6 million real estate portfolio in less than two years! Starting out as a commercial broker, Cale transitioned to residential properties, focusing on short-term rentals in the Smoky Mountains and South Florida. With unconventional strategies and a fearless approach to real estate investing, Cale is here to share his journey, strategies, and wisdom. In this episode, we will deep dive into how he built his portfolio, his decisive steps with properties, and the lessons he's learned along the way. Not only will there be insights into the current state of the real estate market, we'll also discuss Cale's new podcast, "The Fit Investor", which encourages a more balanced lifestyle for entrepreneurs. Whether you've been investing in real estate for years, or you're just starting out, there's something to learn from Cale's journey. Tune in to hear his unique approach to achieving financial freedom with short-term rentals. Stay tuned until the end for Cale's tips for anyone wanting to embark on a similar journey. Let's venture into this cash flow journey with Cale Delaney. [02:59] 2008 crisis led to construction management career. [05:01] Long-term rentals not working, discovered short-term rentals. [09:15] Booming market propelled income, equity, purchases, growth. [13:04] Take a leap of faith, learn and move on. [15:27] Taking the first step despite fear. [17:45] First year in real estate, learning and adjusting. [20:26] Normalizing, strong revenue growth, flat year, successful. [25:56] Podcast created to discuss faith and success. [30:08] Value relationships; get outside your comfort zone. [34:55] Share, review, tickets for Hawaii conference. Connect with Cale Delaney LinkedIn Website Connect with Tri-City Equity! Website LinkedIn YouTube Facebook Instagram

Welcome to another episode of The Cashflow Project. Today we have a very special guest, an entrepreneur and real estate aficionado, Jim Lee. Born and raised in Taiwan, Jim migrated to the US and began his career at LoopNet, sparking his interest in real estate. His journey is a testament to persistence and determination, as he's successfully scaled to owning 600 units in just two years. Today, we'll delve into the mind of this real estate magnate, discussing everything from the inspiration he drew from Netflix's workplace culture, to the importance of transparency with investors during tumultuous times. We'll also discuss his strategies for increasing revenue, like innovatively charging for amenities. So sit back, tune in, and get ready to navigate the world of real estate with Jim Lee. 02:58 Jobless period helped develop valuable skills. Confidence in business knowledge is key. 04:17 Sales role after college, introverted, successful. Reflecting on past mindset and cultural expectations. 07:59 Struggled to syndicate first real estate deal, educated. 10:51 Networking: Growth requires leaving comfort zones. 13:43 Real estate investment brings substantial financial gains. 17:20 General partner advises transparency, avoid panic. Previous loss due to dishonesty and lack of communication. Current strategy is to inform investors and provide updates. 20:06 "Cut through, improve, opportunities arise, kudos, awesome market" 24:14 Busy professionals can achieve financial freedom through side hustles. 26:54 Persistence leads to eventual success in career. Connect with Jim Lee Website Connect with Tri-City Equity! Website LinkedIn YouTube Facebook Instagram