If you want to learn how to diversify outside of the wall-street, this show is for you. If you are a high paid professional (ex: doctor, lawyer, engineer, programmer, banker, accountant, etc) and making six figures i.e 100k or more in your job or business, this show is for you. This show will help you make YOUR money work for you. It will open up your mind to main-street investing and help you build multiple income streams. We will talk about personal finance, common fears, stigmas around main-street investing. Our goal is to make you financially free and make sound decisions with your money. It will help you gain confidence and stability when it comes to investing life. Click play if you are committed to becoming The Gold Collar Investor.
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Listeners of The Gold Collar Investor that love the show mention:In this captivating episode, we had the privilege of interviewing Paul David Thompson, a remarkably accomplished real estate investor, and entrepreneur. Paul's track record of success in real estate speaks for itself, but what truly sets him apart is his mission to empower and guide fellow realtors through his renowned brainchild, the My Freedom Foundry Mastermind. Through this platform, Paul shares his extensive knowledge and experiences, illuminating the path to financial freedom for aspiring real estate investors and helping them scale their businesses. Driven by a firm belief in untapped potential, Paul wholeheartedly advocates for a free and fulfilling life in today's modern world. His profound insights and unwavering commitment to empowering others make this episode a must-listen for anyone seeking to embrace their true potential and explore limitless possibilities. Quotes: “You have amazing talents and skills that the marketplace will reward. Do them to fulfill the purpose that you have and solve certain problems.” Shownotes: 0:34 - Welcoming Our Special Guest 5:17 - You have the potential to build your own economy 5:56 - Transitioning from a Full-Time Corporate Job as a Computer Engineer to a Real Estate Investor 12:25 - Investing in real estate can yield substantial wealth through capital appreciation 17:36 - Valuable Advice from Paul for both new and experienced investors 20:25 - Success provides valuable clues for you to follow 3 Key Points: We should possess assets that generate income, similar to our jobs. Unless you discover how to earn money while you sleep, retirement may remain elusive throughout your life. Failing to take action might be the riskiest decision you make. Get in Touch: Paul's Website - https://pauldavidthompson.com/ My Freedom Foundry Podcast -https://directory.libsyn.com/shows/view/id/readyinvestorone The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ and http://thegoldcollarinvestor.com/show9 Pancham Gupta Email - p@thegoldcollarinvestor.com
In this episode, we interviewed Maria Brito, an experienced art advisor who has acquired over $100 million worth of art for various clients, including celebrities, Fortune 500 CEOs, hedge fund managers, and more. Art has proven to be a more lucrative investment than traditional options like stocks and bonds. Studies show that art has outperformed the S&P 500, with an average annual return of 7% over the past decade. The art industry has experienced unprecedented sales and attracted new investors in recent years. Today, Maria will guide us through the intricacies of leveraging art in business, highlighting why artists are increasingly seen as a valuable asset class for investors at all levels. Quotes: "Getting acquainted with the culture, education, and the value of living with art, as well as owning a piece of culture, is a different experience. Not only does it hold great value for money, but it also offers additional benefits." Shownotes: 0:45 - Introduction of Guest 11:11 - The Art market is incredibly dynamic, characterized by rapid movements and shifts. 15:03 - Three essential categories to keep an eye on when immersing yourself in the Art Industry. 19:01 - How can you determine the value of a piece of art? 25:52 - Analyzing the Movement and Trends shaping the Art Business. 28:20 - It is crucial to have self-confidence in your knowledge and abilities. 33:33 - What are effective strategies for promoting your art both online and offline? 43:55 - Embracing the unknown: Overcoming fears and embracing the excitement of taking a leap. Opportunities for financial gain exist everywhere, so be fearless. 3 Key Points: Expansion is crucial in art. It is essential to comprehend and appreciate diverse perspectives within the artistic realm. Art is subjective, yet it is crucial to consider all the elements that contribute to its essence and make it what it truly is. Both art investors and stock market investors rely heavily on their intuition and instincts, placing significant trust in their decision-making process. Get in Touch: Maria's Website - https://www.mariabrito.com/ Artnet - https://www.artnet.com/ ARTnews - https://www.artnews.com/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ and http://thegoldcollarinvestor.com/show9 Pancham Gupta Email - p@thegoldcollarinvestor.com
On today's show, we'll hear Andrew's inspiring story and learn how he has achieved such remarkable success in the mobile home park and self-storage investment sectors. In 2015, Andrew Keel stumbled upon mobile home parks and was immediately drawn to this asset class because of the potential for higher-than-average returns and lower-than-average risk. Today, as the CEO of Keel Team LLC, he owns and manages more than 30 mobile home parks spread across 10 states. Andrew is constantly on the lookout for new opportunities to expand his business and invites anyone interested in selling or assigning a mobile home park to contact his team for a free value analysis. In addition to mobile home parks, he also invests in self-storage facilities, which he finds appealing due to factors such as the auction process for non-payment rather than the eviction process. Quotes: “Invest in yourself first and get educated.” Shownotes: 0:44 - Introduction of Guest 7:12 - From Salesperson to Mobile Home Park Operator 10:30 - A Comprehensive Description of Mobile Home Parks and Their Role in Affordable Housing 13:15 - A Guide on Managing Same-Sized Multi-Family Buildings 15:30 - Highlighting the Benefits and Value of Investing in Mobile Home Parks 21:47 - Andrew's Breakdown of a Cash-Out Refinancing Deal 26:14 - Refining and Optimizing Our Deal Size Criteria for Maximum ROI 3 Key Points: The value of investing into Mobile Home Parks and Self Storage Occupying vacant lots not only increases income, but also significantly boosts the property value. Obtaining zoning for a new mobile home park development can be challenging due to economic reasons and zoning restrictions. Get in Touch: Keel Team LLC-http://andrewkeel.com Passive Mobile Home Park Investing Podcast- https://www.keelteam.com/passive-mobile-home-park-investing The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ and http://thegoldcollarinvestor.com/show9 Pancham Gupta Email - p@thegoldcollarinvestor.com
Dave Wolcott, a former Marine captain, is a successful entrepreneur and real estate investor. As the CEO of Pantheon Investments, he helps entrepreneurs build wealth through passive investing in real estate and other high-quality assets. Dave is also an author of the newly released book entitled “The Holistic Wealth Strategy” and a podcast host who shares his expertise on real estate investment and wealth-building strategies. His investment strategy prioritizes predictable cash flow, tax efficiency, and an upside potential over the unpredictability of the stock market. In a world where the pace of change is rapid and the future is uncertain, Dave's vision for providing a reliable and sustainable alternative to traditional investment options is both timely and essential. Let's listen to his story today! Quotes: “You're not gonna have all the home runs but once you get decently good at it you get to know which ones are good and which ones are bad.” Timestamped Shownotes: 0:40 - Introduction of Guests 3:26 - Dave's journey to financial security and leaving the rat race behind 6:17 - Leveraging relationship capital through networking 9:45 - The Five-Phase Approach and Formula for Wealth Building 14:00 - Achieving infinite banking and identifying policies for establishing a liquidity foundation 23:31 - Passive Losses versus Passive Income 31:08 - Building a strong team to effectively execute your business plan 35:10 - Dave's advice for those considering investing in Main Street instead of Wall Street 3 Key Points: Establishing frameworks to follow a particular set of steps and catapult your wealth trajectory. You can get leverage from people, not just in investments. Building wealth is a process. You have to look at it from end to end. The decisions that you are making today are going to impact you over the long run. Get in Touch: Pantheon Investment- http://PantheonInvest.com The Holistic Wealth Strategy- http://pantheoninvest.com/wealth-strategy The CashFlow Quadrant- https://www.richdad.com/the-cashflow-quadrant The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ and http://thegoldcollarinvestor.com/show9 Pancham Gupta Email - p@thegoldcollarinvestor.com
In today's show, Pancham interviews Sief Khafagi. He is the founder of Techvestor. Techvestor helps accredited real estate investors and professionals passively invest in an emerging asset class of short-term rentals known as Airbnbs focusing on higher-than-average cash flows and lifestyle. Sief is an ex-techie turned real estate investor who has helped thousands of people diversify into real estate after spending five years working at Facebook, where he built the second-largest engineering organization in the world. Know more about Sief and how he helped investors acquire the best properties available with his company's proprietary sourcing technology. Listen and enjoy the show! Quotes: "We absolutely build technology, but we invested in growth. I think the biggest advantage we had is we recruited people who are passionate about the space, who are willing to take a chance without knowing what was going to happen next." Timestamped Shownotes: 0:36 - Pancham introduces Sief 2:45 - Sief working at Facebook and how he landed on real estate investing 4:48 - How he started into short-term rental space 7:42 - Leaving Facebook and focusing on real estate 12:28 - They developed software focused on Airbnbs 17:58 - Fund structure of Airbnb syndications 22:37 - Sief on managing his properties 28:23 - In terms of operational management 38:38 - His first time investing outside of Wall Street 40:08 - Sief's advice for people starting to invest outside Wall Street 41:20 - How can you connect with Sief 3 Key Points: There is a power in software that can turn real estate adapt to fast-paced technology. Multi-family and short-term rentals are similar in challenges of operation and scalability, it's just that multi-family is institutionalized Airbnb syndications don't compete with prizes of hotels, they focus on design, scale, and economics. Get in Touch: Techvestor Website - https://techvestor.com/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In today's show, Pancham interviews Brent Bowers - an investor and coach focusing on buying and selling vacant land. Brent is an Army officer with over eight years of service, spending lots of time away from his family. He started to invest in real estate to be more present with his wife and children. Listen as we explore more about Brent and how investing in real estate helped him to spend more time with his family, expands his business, hire a team and help other investors! Enjoy the show! Quote: "We can't just listen to all this gold of information; we must act on it as well." Timestamped Shownotes: 0:35 - Pancham introduces Brent 2:03 - How he started his journey in land investing 3:51 - Brent's learning journey 9:05 - His first call and his first land deal 16:52 - How is land investing different from single or multi-family real estate? 23:10 - Deals Brent had since he started investing 25:13 - Brent hires a land specialist or realtor in evaluating lands 29:30 - His advice for first-time land buyers 35:24 - One investment that didn't go as planned 38:52 - Brent's advice for people starting to invest outside Wall Street 39:50 - How can you connect with Brent 3 Key Points: After the education, take a minute to write down the action steps you would take. In buying and selling land, someone's trash is another one's treasure. Land is more profitable than other real estates like single or multi-family properties. Get in Touch: Brent Bowers' Website - https://www.thelandsharks.com/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In this episode, Pancham interviews Tim Milazzo, co-founder and CEO of StackSource. He identified the market opportunity for a tech-enabled commercial real estate financing platform. Before StackSource, Tim worked for tech giants Facebook and Google to help expand online advertising. He comes from a family with a history in real estate. Listen and let's know more about Tim on our podcast! Listen and enjoy the show! Quote: "There are risks associated with trying new opportunities, but you will regret not doing it." Timestamped Show notes: 0:35 - Pancham introduces Tim Milazzo to the show 2:08 - How he started in StackSource, and his journey before this 5:35 - What StackSource is all about 10:46 - Tim's hard decision to leave the tech giants he worked with 14:20 - Competitors of StackSource in tech-enabled real estate 20:44 - Debt funds are taking more market share than banks now 24:16 - Pricing for StackSource services 30:50 - First time Tim invested outside of Wall Street 31:55 - Fears he had to overcome in his first deal 34:32 - His advice for people starting their investing journey 35:59 - How can you connect with Tim 3 Key Points: The market has shifted, capital is getting more expensive, and the interest rate has been rising for the last year. Lenders are getting more cautious when they want less exposure to certain asset types. Debt funds, defined as private lending vehicles, take more market share than banks nowadays. Get in Touch: StackSource Website - https://www.wealthwithoutwallstreet.com/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
For today's episode, Pancham interviews Wesley Yates, a commercial real estate syndicator who specializes in multifamily, hospitality, self-storage, mobile home, and RV park assets. He started his real estate journey in 2019 and had a wide range of experience, from commercial real estate to the financial services industry. Before his real estate career, Wesley served as an active-duty Marine for nine years and trained over 2,000 individuals for leadership and development roles and recognized by Congressman Ralph Hall for his outstanding character and service to his community. Know more about Wesley and his goal to reach $1 billion worth of assets and provide opportunities for growth to others. Listen and enjoy the show! Quote: "I'm always looking to better who I'm partnering with and always looking to better myself along the way. That's really how I scaled up so quickly. It's, I didn't argue or fight over the most equity of every deal. I would rather have a little bit of a lot than a lot of a little. That's really what it was." Timestamped Shownotes: 0:36 - Pancham introduces Wesley Yates 1:52 - How Wesley started in the Marine Corps before getting into real estate 7:03 - Starting on his syndication journey 11:01 - Wesley built teams to raise capital for his investments 18:18 - Finding his better partner in self-storage investment 22:45 - Why did he switch from multifamily to self-storage investing 30:28 - Wesley's first time investing outside of Wall Street 32:11 - One of his investments didn't go as expected 36:48 - His advice for people starting their investing journey 37:41 - How can you connect with Wesley 3 Key Points: Multifamily syndication is oversaturated. Self-storage investment is easier to manage because you don't have a living tenant. One of the most underdeveloped aspects of every team is leadership. Get in Touch: Military & Patriots Investment Group - linkedin.com/in/wesley-d-yates-98aa5196 The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In this episode, Pancham interviews Iven Vian, co-founder and Chief Operating Officer of Anthem Capital. Having retired as a lieutenant colonel from the Air Force after 20 years, he is passionate about operational excellence in the execution of his apartment communities and their impact on their surrounding communities. Learn more about Iven, and his mission is to grow Anthem Apartments to 300 communities and donate USD2.5 million in profits to charity by 2030! Listen and enjoy the show! Quote: "To establish a good relationship with the property manager in the beginning, get to know them and understand them." Timestamped Shownotes: 0:35 - Pancham introduces Iven Vian 1:47 - Iven's background on what he do before becoming an asset manager 5:50 - How he learned about real estate investing 10:25 - Anthem Capital has acquired 3,000 doors and purchased 19 properties 13:49 - Asset management in terms of renovation and occupancy 21:02 - How does Iven manage tenants' concerns and issues 29:42 - Building a relationship between ownership and property management 33:46 - Iven's first time investing outside of Wall Street 34:07 - Fears he has to overcome 40:17 - How can you connect with Iven 3 Key Points: There's a way to create long-term generational wealth while serving and working. Multi-family real estate is a powerful investment vehicle with many benefits more than single-family homes. Vacancy loss is managed by understanding all the processes of asset management operations. Get in Touch: Anthem Capital Website - https://anthemcp.com/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In today's show, Pancham interviews Brendan Chisholm - principal of BKC Holding, a private equity real estate firm focused on acquiring distressed and value-add multifamily and mixed-use communities. Brendan holds a degree in Marketing from the Martin J. Whitman School of Management at Syracuse University. He is also a proud father, husband, and investor. Know more about Brendan and how he plans to shift from being an employee to different companies to focus on multifamily investing and being the lead sponsor for three syndications totaling 169 units! Listen and enjoy the show! Quote: "I just started reading books, listening to the podcast, and giving myself an education on what I needed to do and get into multifamily investing." Timestamped Shownotes: 0:35 - Pancham introduces Brendan 1:49 - Brendan on how he started being in real estate 4:43 - Preparation to get the first property and contract 6:28 - Brendan's investing goal before finally quitting his job 8:31 - Fears he had to overcome in planning to quit his full-time job 9:55 - In finding the deals 21:20 - Brendan's first time investing outside of Wall Street 22:53 - Fears he has to overcome 24:47 - Advice for people starting their investing journey 25:34 - How can you connect with Brendan 3 Key Points: Heavy value and distressed deals don't cash flow right away. Honor timelines and have good discussions with people about the deal. Multifamily investing is a great way to manage and see the fruits of your labor. Get in Touch: BKC Holding Website - https://www.bkcholding.com/ Brendan Chisholm Website - https://brendanchisholm.com/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In today's show, Pancham interviews David Chan - Chief Operating Officer and Founding Team Member of FarmTogether, an accepted platform that makes it simple for everyone to invest in farmland. David holds a Master of Business Administration (MBA) from Harvard Business School and a Bachelor of Science in Atmospheric Sciences degree from Cornell University - College of Agriculture and Lifescience. He has over seven years of experience in finance and technology crossing agri-business. Discover more about David and his technology-enable farmland investment platform, FarmTogether. How it started, and how can you be part of it? Listen and enjoy the show! Quote: "You can have a great asset and farm but if there is no one there with the expertise to farm and distribute, you can't achieve its full potential." Timestamped Shownotes: 0:36 - Pancham introduces David Chan 2:10 - David on how he started in FarmTogether and the idea behind it 6:27 - He joined an agro-business private equity group 7:47 - What is FarmTogether? 11:19 - FarmTogether's process of offering lands 20:23 - David on asset management and property management 29:24 - Process of distribution of actual farm products 35:13 - Farmland needs a long-term hold period. 41:24 - David's first time investing outside of Wall Street 42:06 - Fear he had to overcome 43:53 - Advice for people starting their investing journey 46:00 - How can you connect with David 3 Key Points: Agriculture is an industry at the intersection of investment and climate. Agriculture is an industry that many people take for granted and are under-invested. Farmland is a long-term hold. The only way to capture much value is to hold the asset long enough. Get in Touch: FarmTogether Website - https://farmtogether.com/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In this episode, Pancham interviews Andrew Leedom - CEO and founder of Self Storage Stewardship. Andrew earned his master's degree in Civil Engineering from Virginia Tech and practiced as a structural engineer for 12 years before stepping away from engineering to focus on commercial real estate. Let us know how Andrew got the courage to quit his job to invest full-time, particularly in managing self-storage properties. Let us also discover his journey from his first investment in residential multi-family in 2015 before transitioning to self-storage. Listen and enjoy the show! Quote: "If it is something that you desire to do, you can do it. There are roadmaps that plenty of people have done it." Timestamped Shownotes: 0:36 - Pancham introduces Andrew Leedom to the show 1:43 - How Andrew started in Self-Storage stewardship 4:56 - Mindset struggle in quitting his full-time job 9:08 - Andrew's first step in his self-storage journey 10:17 - His first deal in commercial real estate 17:03 - Advice for those who want to start a self-storage business 21:29 - First time Andrew invested outside of Wall Street 21:43 - Fears he had to overcome in his first deal 23:30 - His advice for people starting their investing outside of Wall Street 3 Key Points: Self-storage fits the model of having the ability to have a simple business and can run things remotely. Self-storage has a resistant nature to recession. Self-storage is like owning a small business with involvement on the active and the passive side. Get in Touch: Andrew Leedoml Email - andrew@selfstoragestewardship.com Self Storage Stewardship - https://selfstoragestewardship.com/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In this episode, Pancham interviews Joey Mure - founder and partner at Wealth Without Wall Street. Joey dreamed of becoming an orthopedic surgeon at the age of 10, but fate landed him in a mortgage business for 11 years, moved into finance in 2014. He hopes to be remembered as a lover of Jesus, a devoted husband, and a faithful father. With his experience in influencing and empowering people in investing outside of Wall Street, let us know how he found his investor DNA and what the infinite banking concept means! Let us also know how Joey brings impact, integrity, and generosity to his company and people! Listen and enjoy the show! Quote: "If you cannot think of what you would do with all the free time if you did not have to clock into work tomorrow, then you need to start dreaming again. Because at some point, 5, 10, 15 years into your career, I believe people turn off the creativity of what could be possible for their lives.” Timestamped Shownotes: 0:36 - Pancham introduces Joey Mure to the show 2:22 - How Joey started his investing journey 6:41 - His journey from working in the mortgage business to being an investor 12:00 - Joey talks about the Cash Value Life Insurance 17:30 - The Investor's DNA profile and DISC assessment 25:07 - First time Joey invested outside of Wall Street 26:30 - Fears he had to overcome in his first deal 27:15 - Joey's investor DNA 32:17 - His advice for people starting their investing journey 34:03 - How can you connect with Joey 3 Key Points: Once you start putting capital into a location you own and control, it will ask you to do something with it. That's the time you become an investor. When you put yourself in the position of liquidity, you can make risky choices that could be far-reaching down the road. You have a specific way you need to look at your investing that doesn't apply to everybody else. Get in Touch: Wealth Without Wall Street - https://www.wealthwithoutwallstreet.com/ The Gold Collar Investor Banking - https://thegoldcollarinvestorbanking.com/bankingshow The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In today's show, Pancham interviews Charlotte Dunford - Managing Partner of Johns Creek Capital, an investment managing company focusing on mobile home park investments. Charlotte graduated from the Georgia School of Technology with a business degree in analytics and technology. She is also a certified associate in project management and speaks fluent Mandarin. Let us know more about how her strong drive and taking the risk to quit her corporate job in 2019 led her to succeed in building her own company and have a total investor subscription of over $5M. Listen and enjoy the show! Quote: "Because, for me, time is money. The longer I was on the wrong track per se in the corporate world, the less time I've left for myself in the right track. So, I just decided to quit." Timestamped Shownotes: 0:34 - Pancham introduces Charlotte Dunford 1:52 - Charlotte on how she started her investing journey 4:41 - Realizing that she needs to quit her corporate job 6:50 - Charlotte's struggle in making that tough decision 8:44 - What is a mobile home park? 15:08 - How do you classify mobile home parks? 17:45 - Buy right using the parameters 21:54 - Go for mobile home parks investment but not on the mobile home itself 23:26 - Charlotte's advice for people starting their investing journey 24:13 - How can you connect with Charlotte 3 Key Points: Calculate risk and choose a career path for yourself. The longer you are on the wrong track, the less time you have in the right direction. Choose a sector where you can implement a blue ocean strategy where there are not a lot of competitors. Get in Touch: Johns Creek Capital - https://johnscreekcapital.com/ The Gold Collar Investor Banking - https://thegoldcollarinvestorbanking.com/bankingshow The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
For today's episode, Pancham interviews Adam Jason - partner of Legacy Group, who joined in 2017 after eight years practicing law in the United States. Adam, after graduating from law school worked for two international law firms and advised the world's leading investment banks like JP Morgan and Citibank, among others. He specializes in corporate finance, corporate governance, and securities regulation, helping companies and investment banks with IPOs and offering debt and equity securities. Let us discover Adam's journey from being a corporate lawyer moving to Colombia, and starting a successful coffee company! Let us also know how he got the courage to completely part ways with the life he had always seen to start something new. Listen and enjoy the show! Quote: "Everybody is so traditional, but if you are willing to do something different and make something of it, you have a story to tell." Timestamped Shownotes: 0:37 - Pancham introduces Adam Jason 2:14 - Adam talked about how he started his investing and entrepreneurial journey in Colombia. 7:19 - What are the challenges Adam had when he first moved to Colombia and left his job? 9:40 - Adam being a partner of Legacy Group and his flagship product, "Green Coffee Company." 16:06 - Aggregating land as the start of his coffee company 22:27 - Green Coffee Company's workforce 25:00 - Distribution and partnership with other companies 30:32 - Adam's first time investing outside of Wall Street 31:53 - One of his investments didn't go as expected 33:00 - Adam's advice for people starting their investing journey 34:44 - How can you connect with Adam 3 Key Points: There are plenty of opportunities for the ultra-high network, but difficult to get direct access to private businesses with good upside. Focus on an industry that is significant in the country where you are starting your business. Find alternative investments that are meaningful for you. Get in Touch: Legacy Group - https://legacy-group.co/ The Gold Collar Investor Banking - https://thegoldcollarinvestorbanking.com/bankingshow The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In today's show, Pancham interviews Jeremy Roll - founder and President of Roll Investment Group and co-founder of a non-profit organization launched in 2007. Jeremy, a full-time passive investor for 15 years, helped more than 1,500 investors manage cash flow and investments in real estate and other businesses. He is currently an investor in more than 60 opportunities across more than $1 billion of real estate and business assets. Being a repeat guest who has been in the podcast during the peak of the pandemic, let us know what has changed since then up to now in the investing market. In addition, let us also hear Jeremy's outlook for 2023 and more of his investing journey! Listen and enjoy the show! Quote: "If people choose to wait right now but they're brand new, it's the best time. Because as prices are adjusting, you could spend your time learning. Then when you learn it enough, you can then deploy your capital." Timestamped Shownotes: 0:49 - Pancham introduces Jeremy Roll to the show 3:40 - How Jeremy started his investing journey from his last corporate job 7:53 - What has changed since the pandemic, and what is Jeremy's outlook for the future in the market? 11:58 - Other investment options in an inflationary time 14:02 - Two comfortable investments Jeremy have amidst the price depreciation 22:18 - Revenues for properties will be flat or lower 26:43 - Jeremy's insight on the political spectrum in inflation 30:54 - Latest number on his projects and investment deals 33:05 - Advice for people who want to start on a real estate investing journey 35:48 - Resources where people can learn about investing 3 Key Points: The interest rate was the first to drop, harming investors as asset prices are causing challenges. Property revenues are more likely to be flat or lower, and expenses will continue to go up. As prices adjust, one can spend time learning, and when one learns enough, one can already deploy their capital. Get in Touch: Jeremy Roll Email - jroll@rollinvestments.com The Gold Collar Investor Banking - https://thegoldcollarinvestorbanking.com/bankingshow The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In today's show, Pancham interviews Dr. Pranay Parikh - a physician, civil entrepreneur, online host and creator, and president of the Ascent Equity Group. His unconventional journey to medicine helped him learn the skills to excel in entrepreneurship. Dr. Pranay helped hundreds of physicians launch their businesses with his online coaching. His goal is to help launch 10,000 physician-led businesses! Is it possible to engage in real estate while having a full-time job? How did Dr. Pranay Parikh excel in entrepreneurship and real estate from being a full-time and dedicated physician? Listen as he shares how he got into real estate while working full-time and discover how it is a great way to create wealth. Listen and enjoy the show! Quote: "How can I make a larger impact? That is by helping doctors become financially free. Now, if I helped thousands of doctors, I'm helping thousands and millions of patients." Timestamped Shownotes: 0:35 - Pancham introduces Dr. Pranay Parikh to the show 1:49 - How he got into real estate from being a physician 6:28 - Dr. Pranay's advice for full-time workers and his passion for real estate 11:11 - Three things syndication companies do 15:10 - Psychological transition he had of shifting from the medical field to real estate 18:38 - Why do doctors make great entrepreneurs? 22:28 - Focusing on less Value-Add Real Estate 25:43 - Importance of giving trust to the people you are working with 29:15 - Overcoming his fear before buying a property 30:49 - One investment he had that did not work out as expected 31:51 - "Connect with trustworthy people and those who share the same goals and values." 32:24 - How can you connect with Dr. Pranay 3 Key Points: The chance of losing all of your money in real estate is low, so it is worth trying for people who want to explore this investment. Syndication companies do three things: Acquisitions, Asset Management, and Raising Money. In medicine, doctors are very conservative in the treatments they do, but in entrepreneurship, failure is part of the process. Get in Touch: Ascent Equity Group - https://ascentequitygroup.com/ The Gold Collar Investor Banking - https://thegoldcollarinvestorbanking.com/bankingshow The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com Book: Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194
In today's show, Pancham interviews Ryan Hill - mobile home parks owner, operator, and chief operating officer of Suncrest Capital LLC. Leaving his safety net behind was his best decision ever made. With over 19 investments in communities, 13 years of experience, and over $50 million in assets under management, he continues to drive operational efficiency in each community and continues to satisfy clients, investors, and tenants! What are mobile home parks? How do we analyze and manage these deals? What makes it different from RV parks? Does it generate good cash flow? Get the answers to these and more as he shares all about mobile home parks! Don't miss out as he'll also share his mindset shift on leaving his career in education to take a leap at real estate investing. Listen and enjoy the show! Quote: “To get where we want to as a family financially and be able to give back and help other people the way that we want to and to support our family - this was the decision that we made and so far it's been a great one.” Timestamped Shownotes: 0:39 - Pancham introduces Ryan to the show 1:38 - On educating himself on mobile home parks investments 7:29 - Insights learned from his first mobile home park investment 14:14 - Scaling up through vertical integration with the property management 17:54 - His current criteria when analyzing his potential investments 21:20 - RV parks and how they differ from mobile home parks 24:36 - Bible reading, workouts, and office calls to headstart his day 26:45 - Taking the Leap Round 26:45 - House hacking as his 1st leap into real estate investing 27:19 - Overcoming his fear of not understanding how investments work 28:17 - Why his 3-fund portfolio did not work out as expected 30:01 - Importance of networking and having trust 31:12 - How you can connect with Ryan 3 Key Points: Having an investing partner who has different skill sets and making the right connections would help with complementing your own skill set. Managing 19 parks or 140 parks makes little difference and takes the same amount of time, thus it's ideal to scale up to optimize potential income flow. Automated systems make it easier to manage these investments as it allows you to focus on other aspects such as communication. Get in Touch: Suncrest Capital Website - https://www.suncrestcap.com/ The Gold Collar Investor Banking - https://thegoldcollarinvestorbanking.com/bankingshow The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com Book: Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194
In today's show, Pancham interviews K. Trevor Thompson - entrepreneur, real estate investor, syndicator, and founder of Niagara Investments. Trevor's achievements are no joke - 47 years in the attraction and entertainment industry, 20 years working with iFLY Indoor Skydiving, invested in 20 deals, and a diverse portfolio that includes investments in a retail strip mall, a medical office building, land development, and more! With tons of investing experience, you'll certainly from this episode as he shares his various entrepreneurial adventures before he discovered that real estate is the real deal! He'll also share his favorite asset class, investing in the entertainment sector, the value of a skilled operator, and the advantages of passive investments. Listen and enjoy the show! Quote: “The more I learned about real estate investing, the more I just got hooked on it. And you know, I could see the power of it. And what they say, right? 90% of all millionaires were created through real estate.” Timestamped Shownotes: 0:40 - Pancham introduces Trevor to the show 1:48 - Understanding passive investing and creating wealth through real estate 9:21 - Differentiating active and passive investing by its risks 10:32 - How investing in the entertainment industry works 13:29 - The benefits of investing in different asset classes 16:30 - His take on real estate investing amidst the current market shift 24:14 - Education and hard work as the first steps to getting started in real estate 28:51 - Taking the Leap Round 28:51 - Real estate apartment as his first passive investment 29:03 - Overcoming his fear of investing in a completely different asset 29:56 - Why his 2nd real estate investment did not go as expected 31:08 - Why real estate investing is like betting on a horse race 32:00 - How you can connect with Trevor 3 Key Points: Be careful investing with someone you first get started in real estate investing. Once you found somebody that you can trust, the deals can do well. Having a diversified investment portfolio could help minimize the risks as each asset class has its own benefits and market trends change from time to time. Prioritize getting educated to get started in real estate investing. There are a lot of platforms that could help you do so such as meetups, online courses, and the like. Get in Touch: Trevor Thompson Email - ktt@niagara-investments.com Trevor Thompson LinkedIn - https://www.linkedin.com/in/ktrevorthompson/ Niagara Investments LLC Website - https://www.niagara-investments.com/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com Books: Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194 Passive Investing In Commercial Real Estate: Insider secrets to achieving financial independence by James Kandasamy - https://www.amazon.com/Passive-Investing-Commercial-Real-Estate-ebook/dp/B07MYCK56B
In today's show, Pancham interviews Leka Devatha - real estate developer, broker, and president of Rehabit Homes, Inc. Leka knew she wanted to be her own boss, and she immediately recognized that real estate investing is the best way to get started! Today, she has hundreds of transactions, has developed about $100 million in real estate, and is giving back to the community by teaching that there are other ways to create wealth. She is ready to help you break out of Wall Street investments as she reveals her 8 years of investing experience, the investor mindset, and more! She'll also talk about the struggles with her 1st house flip, diversifying her rental portfolio, and building her networks and community. Listen and enjoy the show! Quote: “I am so ready to demolish some orthodox ways of thinking and really help people understand that there's multiple ways to create wealth.” Timestamped Shownotes: 0:39 - Pancham introduces Leka to the show 2:15 - On starting her entrepreneurial path through house-flipping 6:53 - Building networks and learning about investing one step at a time 8:50 - Why getting started with house flipping is her best decision ever (even if she was at a net loss!) 13:27 - Scaling up her house-flipping business and her investments 15:07 - On focusing on buying, stabilizing, and holding properties 17:00 - The importance of establishing mutually beneficial connections 23:20 - Creating passive income as her most uncomfortable goal 24:13 - The morning routine that helped her be more productive 27:10 - Taking the Leap Round 27:10 - Her craft baking business as her first investment 27:56 - On having no fears when she first started her business 28:26 - How she got her biggest loss in real estate house flipping 29:58 - Why you should take massive actions and get practical experience 31:34 - How you can connect with Leka 3 Key Points: Building your network is essential for success as a real estate investor since it would help you gain investing opportunities and provide value. It is normal to fail and lose money in your first few deals because it will be a learning experience and you will be able to assess and analyze deals better. Find mutually beneficial partnerships where people are actively investing and provide value-add to their deals. Get in Touch: Rehabit Homes Website - https://www.rehabithomes.com/ Leka Devatha Instagram - https://www.instagram.com/leka_devatha/ Leka Devatha LinkedIn - https://www.linkedin.com/in/leka-devatha-5616bb185/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In today's show, Pancham interviews Shane Brooks - project engineer, and partner with Wild Oak Capital. Shane Brooks embodies the concept of work-life balance. How did he manage his investments as a real estate investor while working as a project engineer for a midstream company? Through effective time management! In this episode, learn from his experience as he shares how he was able to pursue two of his dreams! He'll also unpack his knowledge and investing mindset as he shares his current portfolio, where he focuses on his investments, and why he still continues to invest amidst the current market status. Listen and enjoy the show! Quote: “My focus was always kind of growing that kind of your W2 career, but I knew that I wanted to also build both sides streams.” Timestamped Shownotes: 0:38 - Pancham introduces Shane to the show 1:38 - On pursuing engineering and real estate investing at the same time 5:17 - The importance of time management and generating productive work 10:57 - Qualities he looks for in markets and investment properties 12:59 - On having consistent deal flow amidst the current market status 15:31 - How his morning routine helped him to be more productive 18:37 - Taking the Leap Round 18:37 - House hacking a condo as his first investment property 19:54 - How he overcame his investing fears 21:35 - How management issues damaged his 6-unit investment property 23:14 - Why you should align your goals and aspirations to your plans 24:32 - How you can connect to Shane 3 Key Points: Practicing proper time management helps you maximize your time, achieve time freedom, and generate productive work rather than unknowingly wasting time. Looking for deals that would fit your metrics and be able to provide value-add in the properties is one way to achieve growth in the real estate industry. Even if there are a lot of events happening in the market right now, buying deals is still ideal as there is still consistent deal flow. Get in Touch: Shane Brooks - shane@wildoakcapital.com Wild Oak Capital Website - https://www.wildoakcapital.com/ The Real Estate Mindset Podcast - https://www.wildoakcapital.com/podcast/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In today's show, Pancham interviews Rob Beardsley - principal of Lone Star Capital, and author of “The Definitive Guide to Underwriting Multifamily Acquisitions” and “Structuring and Raising Debt & Equity for Real Estate”. Dropping out of college was not on his to-do list, but after learning about real estate investing, he knew he made the right choice to not finish his degree and to get started on pursuing multifamily investments and establishing Lone Star Capital with his business partner! Now, he has acquired over $300M of multifamily real estate and has evaluated thousands of opportunities using his own underwriting models. In this episode, learn what really happens behind the scenes in multifamily acquisitions and acquire essential skills as he shares the importance of the underwriting process and structuring the right debt and equity. Don't miss out as he'll also provide worksheets, step-by-step guides, and free underwriting models that could help you get started! Listen and enjoy the show! Quote: “It was this idea of taking one unit and going to 100 and then turning it instead of a flip, but into a scalable long-term equity building kind of theme which really resonated with me a lot more and drove me to actually start my company with my business partner.” Timestamped Shownotes: 0:40 - Pancham introduces Rob to the show 1:54 - On dropping out of college and building Lone Star Capital 6:38 - How business partnerships are similar to romantic relationships 9:06 - Building your underwriting skills and structuring the right debt and equity through his books 13:37 - Understanding debt as the biggest source of risk when investing 17:07 - On looking for new acquisitions amidst current market trends 20:26 - Making investment decisions based on your objectives 29:58 - Taking the Leap Round 29:58 - His first investment property outside of Wall Street 31:05 - What he learned from his investing fears that came true 32:18 - How his investment did not work as expected 35:28 - Patience as an important quality when you first start investing 36:19 - How you can connect with Rob 3 Key Points: When building partnerships, it's best if you both have different skills that complement each other instead of having the exact same skill sets. Identifying quality deals for acquisition and being able to structure the right debt and equity to optimize returns are 2 important skills for a real estate investor. Understanding debt and the nuances that might make or break a deal is beneficial, and it can be a good approach for passive investors to vet deals. Get in Touch: Lone Star Capital Website - https://lscre.com/ Get your FREE copy of the underwriting model at https://lscre.com/model Rob Beardsley LinkedIn - https://www.linkedin.com/in/rob-beardsley/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com Books: The Definitive Guide to Underwriting Multifamily Acquisitions: Develop the skills to confidently analyze and invest in multifamily real estate by Rob Beardsley - https://www.amazon.com/dp/B088B6DPGY/ref=cm_sw_r_api_i_F6CVPDHKJKV4PT8F87YF_0 Structuring and Raising Debt & Equity for Real Estate by Rob Beardsley - https://www.amazon.com/dp/B0BF31GJX3/ref=cm_sw_r_api_i_VQ724WTYWWEPMJ9FPNCN_0
In today's show, Pancham interviews Arthur Drozd - president at SDS Realty Corp & ReadyLendGo.Com Having experience in commercial real estate for over 13 years, he now knows the ins and outs of the business and how to analyze deals in order to gain passive income streams! Today, he continues to revitalize neighborhoods, and provide value-added properties by operating his real estate investment firm. In this episode, learn from his experience as he reveals the properties and markets he has invested in. You certainly don't want to miss out on this episode as he shares investment strategies, focusing on affordable markets, finding the best financing available for them through an online commercial lending aggregator, and more! Listen and enjoy the show! Quote: “Buying the right property in the right market at the right price is important, but how you structure your finances and how you structure deals is also very important.” Timestamped Shownotes: 0:39 - Pancham introduces Arthur to the show 6:25 - On pursuing real estate investing and understanding rental markets 13:51 - Using 1031 exchange in three states and four different cities 22:57 - His current investing strategy and markets that he's investing in 24:43 - Automating real estate financing systems by creating his own aggregator 27:45 - The right time to buy an investment property and using no prepayment penalty loans 34:14 - Taking the Leap Round 34:14 - Auctions as his first investments outside of Wall Street 42:17 - Overcoming his fears through starting and learning from mistakes 46:03 - Investment deals that didn't work out as expected 48:33 - Why you should start taking the first step in investing 49:24 - How you can connect with Arthur 3 Key Points: When you first want to get started in real estate investing, always start with small investment properties and then grow and invest in larger properties from there. ReadyLendGo helps with your commercial real estate financing as the platform provides you with financing options that you can work with based on the provided data. Every single deal is different, so if the property is in the right market and has the potential to increase in rent then you should go ahead and invest in it. Get in Touch: ReadyLendGo Website - https://readylendgo.com/ Arthur Drozd LinkedIn - https://www.linkedin.com/in/arthur-drozd-459b8142/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In today's show, Pancham interviews Alan Donenfeld - founder and General Partner of Paragon Capital, and founder of CityVest. After working inside of Wall Street and investing in the stock market, he realized that the best investments are actually made outside of Wall Street! With his entrepreneurial spirit, Alan was able to start his own firm and created an online investment marketplace that has helped investors by providing access to those real estate private equity fund investments. In this episode, learn from the best as he shares why he chose to start investing in real estate private equity fund investments, why it's an attractive investment, the reason why he started CityVest, and why it's a good time to invest right now. Listen and enjoy the show! Quote: “I ran a stock fund for about 12 years and wasn't really enjoying investing in this stock market and realize that there are numerous indicators from very wealthy investors that real estate is one of the best, least risky, least volatile investments.” Timestamped Shownotes: 0:41 - Pancham introduces Alan to the show 2:07 - From working on Wall Street to venturing out into private equity funds 5:17 - On providing access to the best funds and investments through CityVest 8:21 - Why investing in real estate private equity funds is better 13:51 - His thoughts on what the golden goose in the investing field is 18:56 - Investing amidst headwinds and why it's a good hedge against inflation 28:48 - Taking the Leap Round 28:48 - Ground floor condominium as his first real estate investment 29:41 - Overcoming his fears and hurdles on his first acquisition 30:35 - How his residential condominium investment didn't go as expected 32:10 - Why you should get into real estate investing right now 36:14 - How you can connect with Alan 3 Key Points: Even if it's a long, slow growth, investing in real estate has steady growth and can help you build and increase the value of your portfolio. The golden goose in the investing field would be investing in real estate, in real estate private equity funds, and in real estate private equity funds on the residential housing side. If your goal for investing is diversification, a real estate private equity fund is a good investment strategy for you. Get in Touch: CityVest Website - https://www.cityvest.com/ Alan Donenfeld Email - alan@cityvest.com The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In today's show, Pancham interviews Paul Moore - founder and managing partner of Wellings Capital, and author of Storing Up Profits: Capitalize on America's Obsession with STUFF by Investing in Self-Storage and The Perfect Investment: Create Enduring Wealth from the Historic Shift to Multifamily Housing. Paul began investing in real estate after selling his company to a publicly traded firm. From speculating transactions to going as a full-time investor, the two-time finalist for Michigan Entrepreneur of the Year has launched investment and development firms and has completed over 100 commercial and residential investments and exits! The ultimate investing rock star is ready to unpack his wealth of knowledge as he explains how he started his investing journey and how he got to where he is today. Don't miss out as he shares his life lessons, principles, and the perfect wealth-building opportunities to look out for! Listen and enjoy the show! Quote: “I believe that the greatest wealth-building opportunities are always to those who patiently invest.” Timestamped Shownotes: 0:41 - Pancham introduces Paul to the show 2:54 - From speculator to being a full-time real estate investor 7:29 - Why he pivoted away from investing in multifamily properties 15:48 - The perfect asset class for him that you can look out for 18:28 - RV parks trends and why they are currently the best investment 23:21 - On applying and learning from Warren Buffett's principles 28:27 - How his morning routine helped with his productivity 32:46 - Taking the Leap Round 32:46 - Coffee makers and house flipping as his first investments 34:48 - His fears when he first started house flipping in 2000 36:16 - Why his 3 mobile home park investments did not work out 39:04 - Why you should stay focused and invest with the best experts 42:05 - How you can connect and get your free resources from Paul 3 Key Points: Investing in real estate properties outside Wall Street is one way to build wealth and earn high returns. There are many asset classes to watch for and invest in because current trends indicate that they could generate a lot of wealth in the near future. There is a significant increase in the production of RV parks and people who want to go camping thus, investing in RV parks is expected to yield promising returns. Get in Touch: Paul Moore Email - paul@wellingscapital.com Get access to free eCourse and free eBooks at https://www.wellingscapital.com/resources Wellings Capital Website - https://www.wellingscapital.com/ How to Lose Money Podcast - https://podcasts.apple.com/us/podcast/how-to-lose-money/id1170805348 The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com Books: Storing Up Profits: Capitalize on America's Obsession with STUFF by Investing in Self-Storage by Paul Moore - https://www.amazon.com/Storing-Profits-Capitalize-Obsession-Self-Storage/dp/1947200488 The Perfect Investment: Create Enduring Wealth from the Historic Shift to Multifamily Housing by Paul Moore - https://www.amazon.com/Perfect-Investment-Enduring-Historic-Multifamily/dp/153700395X 80/20 Sales and Marketing: The Definitive Guide to Working Less and Making More by Perry Marshall - https://www.amazon.com/80-20-Sales-Marketing-Definitive/dp/1599185059 The Forgotten Way Meditations: The Path of Yeshua for Power and Peace in This Life by Ted Dekker - https://www.amazon.com/Forgotten-Way-Meditations-Yeshua-Power/dp/0996812407 The 49th Mystic (Beyond the Circle) by Ted Dekker - https://www.amazon.com/49th-Mystic-Beyond-Circle/dp/0800729781
In today's show, Pancham interviews Kevin Dureiko - founder and fund manager of Birch and Dobson LLC. Growing up, he watched, helped, and learned from his father's investment portfolio, and he got to explore real estate investing! Today, he is now sourcing property-secured investments with expected returns while actively raising capital and investing in single-family home buildings! In this episode, explore different investing niches as he shares his own approach to buying private debt and how he uses judgment as his assets! He'll also share his mindset on what started Birch and Dobson LLC and what you'll need if you wanted to start your private lending firm. Listen and enjoy the show! Quote: “I thought it was incredibly interesting that you could buy money for less than what it was worth. And that concept just boggled my mind to where you could buy a dollar for $0.20.” Timestamped Shownotes: 0:37 - Pancham introduces Kevin to the show 2:03 - How his father helped him discover the power of real estate 4:26 - On buying private debts and using judgment as his assets 9:55 - How private lending works and the criteria used to screen people 12:49 - What makes Birch Dobson unique from other lending companies 17:14 - Constant communication as the key factor in fund investments 23:50 - How having clarity in the morning is advantageous to his success 26:36 - Taking the Leap Round 26:36 - First investments he made outside of Wall Street 27:08 - How a little bit of faith helped him overcome his fears 27:57 - Why his investments with his father did not go as expected 29:04 - Why you should prioritize learning where you're putting your money 29:48 - How you can connect with Kevin 3 Key Points: Judgment is a contract that can be used as an asset when you would be starting your private real estate investment fund. Buying private debt helps both parties as it will offer a discount to the people in need and at the same time be able to provide returns to the investors. When working with others, you should be able to communicate effectively with those in charge of your money and know their involvement in those investments. Get in Touch: Birch Dobson LLC Website - https://www.birchdobson.com/ Kevin Dureiko Contact No. - (860) 990-3030 The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In today's show, Pancham interviews Amy Sylvis - founder and principal of Sylvis Capital. Even when she was diagnosed with cystic fibrosis, she didn't let her health issues hinder her from achieving success. With her dedication, she was able to continue to grow their real estate investments, has over 654 apartment units and $59 million worth of assets under management, and is serving and supporting the disadvantaged children in Los Angeles! In this episode, learn from her experience as she shares her background and how she was able to overcome her health battles and investing struggles! She'll also share how she operates her deals, the importance of vetting out partners, and investing in a mentor. Listen and enjoy the show! Quote: “We are going to continue to grow our real estate investments - not only for ourselves and our charitable goals, but the folks that invest alongside us that are looking to grow their wealth and do it in a meaningful way where they know they'll be able to have impact as well.” Timestamped Shownotes: 0:39 - Pancham introduces Amy to the show 1:56 - How she got into real estate amidst dealing with health struggles 10:39 - How support played a key role in her investing journey 12:37 - Investing in a coach and finding business partners to get started 14:21 - On vetting out partners through their mindset and values 17:51 - Details on her deals and what she offers to the investors 20:27 - How the SAVERS method contributed to her success 24:17 - Taking the Leap Round 24:17 - Her first syndication and bullion investment during her early 30s 25:00 - Overcoming her fears when she first started investing 26:07 - How health issues and extended due diligence affected her investment 29:12 - Why you should prioritize educating yourself and networking 30:05 - How you can connect with Amy 3 Key Points: Passive income is one way for you to be able to not trade time for money and you can achieve that time freedom in real estate investing. Investing in your education through a coach may be a big expense but it helps you to get started and be able to scale up your portfolio faster. Aside from evaluating potential business partners by their skills and track record, you should also know their mindset and values. Get in Touch: Sylvis Capital Website - https://sylviscapital.com/ Sylvis Capital Free Online Training - https://sylviscapital.com/webinar/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com Books: Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194 The Miracle Morning Series by Hal Elrod - https://www.amazon.com/The-Miracle-Morning-15-book-series/dp/B07B5RD8MK
In today's show, Pancham interviews Adam Craig - a commercial real estate investor and founding member of CLE Real Estate Group. Adam knew from the start that working in a 9 to 5 job is not for him. With his entrepreneurial spirit and genuine passion, he pursue real estate investing and has been self-employed ever since! He is now on the path to financial independence, having closed more than 70 deals and acquired a rental portfolio worth more than $9 million in residential and commercial real estate. In this episode, explore a new asset class that you can invest in as he'll share his investing niche and why he focuses on commercial real estate! He'll also unlock the key to his success and share how he deals with his investment. Listen and enjoy the show! Quote: “I knew I had to find an outlet that enabled me to stay, I guess you would call it financially free, and I knew real estate was it even before I started investing in real estate in 2013.” Timestamped Shownotes: 0:37 - Pancham introduces Adam to the show 1:41 - Diversifying his finances through e-commerce and investing 4:59 - How real estate investing helps with his self-employment 7:36 - The investing niche that helped him maximize his cash flow 9:38 - How he unintentionally saw the opportunity in commercial buildings 12:43 - On vetting tenants and providing flexible terms for leasing 16:00 - Investing in his 2nd commercial building during the pandemic 23:43 - Taking the Leap Round 23:43 - On his first small investment in a carpet business 24:05 - Why he didn't feel any doubt with his first investment 24:26 - Factors that made some of his property investments fail 25:38 - Why you should educate yourself and diversify your assets 26:29 - How can you connect with Adam 3 Key Points: A lot of businesses and jobs may come and go, but real estate would be there forever. Thus, investing would help you with achieving financial freedom. Going for the less popular asset class can help with your investing journey as there would be a lot less competition in those fields. Commercial office buildings may look boring and plain from the outside, but you'll realize that it is a terrific asset to invest in once you've started. Get in Touch: CLE Real Estate Group Website - https://www.cleinvest.com/ Adam Craig Instagram - https://www.instagram.com/adamtheinvestor/?hl=en The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In today's show, Pancham interviews Mike DeHaan - a real estate investor, lead generation master, systems specialist, and host of Collecting Keys Real Estate Investing Podcast. After realizing that being a corporate engineer was not for him and began to explore other business opportunities, he became acquainted with investing and quickly recognized the power of real estate and its income potential! Today, he continues to build scalable and repeatable systems and expand his rental portfolio. In this episode, gain new knowledge as he shares his story of generating passive cash flow and building scalable systems through real estate investing. He'll also unpack his perspective on finding his niche and the importance of partnering with others when exploring investing opportunities. Listen and enjoy the show! Quote: “Life is pretty short. That sort of put me down a path of wanting to explore new things. So that's when I actually started looking at different forms of investing and business opportunities.” Timestamped Shownotes: 0:39 - Pancham introduces Mike to the show 1:54 - Giving up employee benefits to start a real estate investment firm 5:10 - On exploring business opportunities and discovering real estate 10:51 - Discovering his niche of buying rental properties at a discount 15:50 - How partnering with others will help scale up your business faster 19:51 - First deal vs. current deal and how he analyzes his deals 26:29 - How morning walks help with his productivity 29:24 - Taking the Leap Round 29:24 - His first property investment outside of Wall Street 29:57 - Overcoming his fear of losing his partner's investment 31:04 - How a renovation mistake ended up with losing money 32:02 - Why you should invest in assets that really interest you 32:57 - How you can connect with Mike 3 Key Points: Listening to podcasts can provide you with an understanding of what it's like to invest in real estate and what benefits are available for you. Having a partner when investing is beneficial, especially when you are just starting out because it allows you to learn how the industry works and gain opportunities. It's difficult to leave your W2 job, especially with golden handcuffs. But once you've done it, it's actually easier than you thought. Get in Touch: Collecting Keys Real Estate Investing Podcast - https://collectingkeyspodcast.com/ Mike DeHaan Instagram - https://www.instagram.com/mike_invests/ Mike DeHaan Email - mike@collectingkeyspodcast.com The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com Book: The 4-Hour Workweek: Escape 9-5, Live Anywhere, and Join the New Rich by Timothy Ferriss - https://www.amazon.com/4-Hour-Workweek-Escape-Live-Anywhere/dp/0307465357
In today's show, Pancham interviews Samuel Sells - impact investor, entrepreneur, and CEO of Wild Mountain Capital. Samuel has always been dedicated to making an impact and changing people's lives. After he learned about real estate investing, he saw a win - win situation wherein he could make a difference and at the same time generate wealth for investors! In this episode, learn from his story as he shares his passion and why he chose to focus on impact investing. He'll also share why he chose to invest in apartments, how he syndicated his deals, and how he was able to help others by providing affordable housing. Listen and enjoy the show! Quote: “We focus on creating a difference, impact investing, doing it in a way that falls under a capitalistic paradigm. So if we can't make a difference and we can't make money doing it, then it's not our mission.” Timestamped Shownotes: 0:39 - Pancham introduces Samuel to the show 4:14 - On making an impact as a USAF firefighter and as an investor 8:32 - Prioritizing his investments that provide opportunities for others 11:19 - Asset classes and markets that he currently focuses on 14:26 - The investing approach that helped him during the market crash 16:49 - Partnering with charities to provide affordable housing 20:33 - What's next for Wild Mountain Capital and their projects 26:36 - Taking the Leap Round 26:36 - His first investment outside of Wall Street in 2006 26:46 - Overcoming his fears after knowing the risks of investing 27:45 - How disagreements led to a deal that did not go as expected 29:27 - Why you should look for partners that align with your goals 31:01 - How you can connect with Samuel 3 Key Points: Impact investing to make people's lives better - whether they're fellow investors or charities - is one way to generate wealth and at the same time help the community. There are a lot of benefits when investing in apartments such as easier financing and renovating its units is also not difficult. You could employ good governance by solving management issues for tenants and be able to fix the social aspect of that property. Get in Touch: Wild Mountain Capital Website - https://wildmountaincapital.com/ Samuel Sells Email - sam@wildmountaincapital.com Samuel Sells LinkedIn - https://www.linkedin.com/in/samuelsells/ Samuel Sells Twitter - https://mobile.twitter.com/sells_samuel Samuel Sells Instagram - https://www.instagram.com/cleanmoneysam/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In today's show, Pancham interviews Adrian Pannozzo - founder and co-owner of Executive Properties Inc, founder of Investors Edge Construction Management, and founder of Executive Properties Capital Inc. Adrian was getting ready to retire after 30 years in the police force industry. What he didn't expect was being able to retire 9 years early. How is that possible? By investing in real estate! Fast forward to today, he is now dedicated to providing everything from A to Z and letting their partners have a hands-free, hassle-free investing experience! In this episode, discover how you can retire earlier than expected as he shares the benefits and freedom you can achieve in real estate investing. He'll also share how the BRRRR strategy and joint venture partnerships have enabled him to scale up his business and his investment portfolio so don't miss this episode! Listen and enjoy the show! Quote: “I retired, essentially left the force nine years early. And it was really because of the choices I made and the investments I did in real estate that gave me that freedom to leave early.” Timestamped Shownotes: 0:44 - Pancham introduces Adrian to the show 2:02 - Changing lifestyles from police officer to real estate investor 11:08 - Producing infinite returns through the BRRRR strategy 16:28 - On syndicating deals through joint venture partnerships 18:13 - How investing gave him financial, time, and geographical freedom 21:38 - On answering emails and working out to start off his day 25:29 - Taking the Leap Round 25:29 - Rental property as his first investment outside of Wall Street 25:49 - Overcoming his fears and worries when he first invested 28:37 - Unforeseen circumstances on his property investments 29:34 - Why you should need to invest with a professional mentor 31:27 - How you can connect and reach out to Adrian 3 Key Points: Real estate investing is a good source of income when you're planning to retire early as the investment properties would produce monthly positive cash flow. The BRRRR strategy helps you circulate your own invested money and could help grow your own investment portfolio. The value of real estate properties could either go up or down. But it is still the safest investment as it is for the long-term and the market will come back up. Get in Touch: Executive Properties Capital Website - https://www.investwithepc.com/ Adrian Pannozzo Email - adrian@investwithepc.com The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In today's show, Pancham interviews Brandon Schwab - founder of Boutique Senior Living Fund and Shepherd Premier Senior Living. With 20+ years of operating in the boutique senior living asset class, Brandon is changing and improving the industry by providing a cozy and homey atmosphere, delivering quality care to the residents, and changing people's perceptions of how elderly care should be! Learn how you can invest in the opportunity to change the future as he shares everything you need to know about the boutique senior living niche industry! He'll also unpack his knowledge as he provides insights on how he brings quality care to the clients and how this asset class is a good addition to your investment portfolio. Listen and enjoy the show! Quote: “We are actively expanding and changing the industry of how people think of caring for the elderly today. We're turning it upside down.” Timestamped Shownotes: 0:39 - Pancham introduces Brandon to the show 3:42 - From opening his first business to investing in boutique senior living 7:03 - Changing the senior living industry through quality care and housing 13:52 - On earning huge profits while only using a small amount of capital 18:24 - Payment schemes and how vetting out his potential clients works 24:10 - Marketing strategy that works for his investing niche 26:47 - Active vs. passive investing in the senior living industry 32:05 - Taking the Leap Round 32:05 - His first investments after discovering real estate investing 34:01 - Overcoming his analysis paralysis by quickly grabbing opportunities 35:35 - Lessons learned from his investment that didn't work out 39:38 - Why you should start investing in the senior living asset class 43:00 - How you can connect with Brandon and get your free 85-page eBook 3 Key Points: They're changing how caring for the elderly is perceived by providing a cozy home atmosphere for them and a caregiver that would help cater to their needs. Investing in the boutique senior living industry is ideal as it is one of the top performing asset classes from 2005 through 2015. When investing in the senior living asset class, identify your strengths first then hire people for the other areas in order to get started. Get in Touch: Boutique Senior Living Fund LLC Website - https://boutiqueseniorlivingfund.com/ Brandon Schwab Telephone No. - (847) 380-8624 Brandon Schwab Website - http://www.brandonschwab.com/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In today's show, Pancham interviews Steffany Boldrini - Principal at Monte Carlo Real Estate Investments, LLC. Steffany has a successful career in tech sales but has discovered investing from sophisticated real estate investors. Starting as an angel investor, she quickly realized the benefits of real estate investing and has decided to focus her career on real estate investing and purchasing in various asset classes with great returns! In this episode, learn and explore unique asset classes as she shares her journey in investing in car washes, metaverse, and self-storage facilities. She'll also unpack her insights as she discusses what to look out for when investing, how she analyzes her deals, and the lessons she learned from investing! Listen and enjoy the show! Quote: “It became very clear that real estate is a much, much, much better, safer, and greater returns than investing as an angel investor.” Timestamped Shownotes: 0:38 - Pancham introduces Steffany to the show 1:27 - How she transitioned tech sales to a successful real estate investor 7:15 - Why investing in self-serve car washes didn't fit her niche 11:54 - Checklist to help guide you when investing in car washes 13:09 - Having endless opportunities through purchasing land in the metaverse 19:01 - On knowing your priorities and criteria when looking for good deals 20:36 - How working out and healthy breakfast help in being productive 23:32 - Taking the Leap Round 23:32 - Her 1st investment as an angel investor on a start-up 23:45 - On having no fears with her start-up investment 24:16 - Why her carwash investment are not going as expected 24:51 - Why you should do your due diligence when investing 25:13 - How you can connect with Steffany 3 Key Points: Doing your own due diligence such as looking for good deals and networking would help you get started on your real estate investing journey. Identifying your priorities would help you learn what investment strategy would work for you as asset classes have different benefits and disadvantages. Self-storage is one of the asset classes that is a good investment as it is recession-resistant and at the same time also has good returns. Get in Touch: Monte Carlo Real Estate Investments - https://montecarlorei.com/ Steffany Boldrini LinkedIn - https://www.linkedin.com/in/steffbold/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In today's show, Pancham interviews Eric Nelson - a founding principal of Wild Oak Capital, co-owner of a civil engineering firm, and host of The Real Estate Mindset Podcast. Eric is the epitome of luck, perseverance, and hard work as he learned the beauty of real estate investing through his first successful house hack. With over 10 years in the investing game, he is currently offering investment opportunities through multifamily syndications and guiding aspiring investors to succeed by having growth mindsets! In this episode, get inspired as he shares his journey of realizing the benefits of real estate investing and transitioning as a multifamily syndicator! He'll also share how having the right mindsets helps in continuous personal and professional growth. Listen and enjoy the show! Quote: “Syndications are an awesome way to get into real estate and you don't have to do anything.” Timestamped Shownotes: 0:36 - Pancham introduces Eric to the show 1:39 - How he discovered the value and benefits of real estate investing 10:39 - Why he focuses on multifamily syndications as his niche 14:02 - Overpowering self-doubt through mindset and confidence 15:55 - On relying on third-party managers when investing in multiple markets 17:23 - Providing quality outputs as an engineer and as an investor 20:58 - Changing investment strategies amidst market shifts 26:51 - How time blocking helps in having a productive day 29:05 - Taking the Leap Round 29:05 - Househacking as his first investment outside of Wall Street 29:56 - Overcoming his investing fears through a mindset shift 30:55 - Lessons learned from his single-family home investment 32:10 - Why investing helps you have more control in your life 33:39 - How you can connect with Eric 3 Key Points: Partnering with other people such as investors and suppliers would go a long way as it would help improve your investing business. In order to continuously grow your business, you have to be out of your comfort zone and push yourself steadily in order to attain success. Instead of looking at things negatively, having the right mindset and looking at things in a positive light helps you get the push that you need. Get in Touch: Wild Oak Capital Website - https://www.wildoakcapital.com/ Eric Nelson Email - eric@wildoakcapital.com The Real Estate Mindset Podcast - https://www.wildoakcapital.com/podcast/ Get your free e-book “Top 6 Reasons To Invest Outside of Wall Street” at https://thegoldcollarinvestor.com/download/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In today's show, Pancham interviews Jens Nielsen - certified high-performance coach, full-time real estate investor, and principal of Open Doors Capital. With a successful IT career of 25 years, Jens realized that it was not maximizing his potential and discovered real estate investing as a way to diversify his income! Now with over 1,700 apartment units and has done more than 20 deals, he is now helping individuals realize the strong cash flow and equity growth in real estate investments. Get inspired from this episode as Jens shares his journey to financial independence and the push he needed to eventually quit his W2 job of 25 years. He'll also discuss the mindset shift that led him to explore real estate investing and the specifics of his investment deal. Listen and enjoy the show! Quote: “Real estate is really an avenue that you can take because you can be extremely passive if you want to, you can be active, you can be somewhere in the middle, but you have a lot of control over income and your success in that space.” Timestamped Shownotes: 0:43 - Pancham introduces Jens to the show 2:48 - On transitioning from his IT career to a full-time investor 5:35 - How audible books and guidance develop his passion for real estate 8:33 - The mindset push he needs to be able to quit his W2 job 11:40 - On managing 2 full-time gigs of coaching and investing 14:45 - Owner-financing their 11-unit deal and having infinite returns 18:30 - Taking the Leap Round 18:30 - His 4-plex property as his first real estate investment 18:56 - How he overcame his fear of being accountable 19:32 - Factors on why his agricultural land investment didn't work out 20:59 - Why you should think about the investor you want to be 21:53 - How you can connect with Jens 3 Key Points: Other than real estate investing, you can also start up a small side business in order to achieve financial freedom sooner. If you're not sure what your goals really are, you can hire a coach that will work through your mindset and help identify what's important for you. Self-managing your properties could help you save finances but having a property manager would greatly help as they are experts in this field. Get in Touch: Jens Nielsen Email - jens@opendoorscapital.com Open Doors Capital Website - https://opendoorscapital.com/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In today's show, Pancham interviews Bryan Underwood - a founding principal of Responsible Residential and president of Responsible Real Estate, Inc. From learning the language of real estate to getting involved in his family-owned real estate business and finally starting Responsible Real Estate, Bryan is the epitome of growth as he constantly works to reach his full potential! Today, he closely works with the construction and development department and has been working in bigger deals. In this episode, get inspired as Bryan shares how he took the leap from working with his family to launching his companies and venturing from self-storage investments to housing developments. Learn about his mindset as he tells us why he chose to unlock his potential than living in a security blanket! Listen and enjoy the show! Quote: “One of the things that you will learn about me is that I'm always in pursuit of growth, whether that's personal or professional, and is one of the reasons why I like real estate because there's a lot of new things to learn all the time.” Timestamped Shownotes: 0:37 - Pancham introduces Bryan to the show 2:07 - Starting his journey through a family-owned real estate business 10:43 - Taking an unlimited risk by building his own business 13:21 - On prioritizing growth and shifting from self-storage to housing 22:18 - Why he chose to specialize in home building development 25:17 - What's next for Bryan and his future investments 29:31 - Taking the Leap Round 29:31 - Industrial building as his first investment outside of Wall Street 29:40 - Overcoming his investment fear of losing money 31:03 - Why pursuing investment deals would always go unexpected 33:28 - Pieces of advice to jumpstart your investing journey 35:42 - How you can connect with Bryan 3 Key Points: Ask yourself first if you're willing to give up security that doesn't have much potential to venture into something that has unlimited risks but has the ultimate growth. Identify what kind of investment strategy would you want to associate yourself with and make a plan from there. There would be a lot of risks in terms of housing development that's why it's important to continuously test out the business model. Get in Touch: Bryan Underwood Website - https://www.investwithbryan.com/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Listen to TGCI Episode #5 at https://thegoldcollarinvestor.com/banking/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In today's show, Pancham interviews April Crossley - founder of Lazy Girl REI and Crossley Property Group. After realizing that she is paying their landlord's mortgage and blindly placing her money in a Roth IRA without knowing her expected returns, she has finally left her healthcare job of 13 years to pursue investing! On a mission to grow wealth and change lives, she continues to engage in private lending and focuses on affordable housing! In this episode, get inspired by her journey as she shares how a book helped her end up on the path of real estate investing, building up her investment portfolio, and why marketing is an important aspect when you are investing! Listen and enjoy the show! Quote: “We're super passionate about buying houses that we can turn into shared affordable housing or building affordable housing and that's what we're really working on now.” Timestamped Shownotes: 0:40 - Pancham introduces April to the show 1:22 - Her transition from healthcare worker to real estate investor 6:33 - On surviving the 2008 market crash with the help of her husband 10:09 - Why real estate investing is more of a business of marketing 12:31 - The challenges she faced when she first got into investing 14:38 - On continuously learning and providing affordable housing 16:23 - Her “Aha!” moment in her unforgettable first deal 19:13 - How her morning routine helps with her productivity 22:37 - Taking the Leap Round 22:37 - Her first property investment outside of Wall Street 23:01 - Overcoming her fear from real estate nightmare stories 24:46 - Why her seller-financed deal didn't work out 27:30 - Why investing partners are more important than the deal 28:19 - How you can connect with April 3 Key Points: Identify the reason why you want to invest in the first place. In this way, you can find out what's the excellent avenue of investing for you. Real estate investing is a slow journey. You'll not become a millionaire right away but you have to continuously learn about the market and its needs. Starting your journey as a real estate investor is a challenge in itself as you need to learn to be more disciplined as you will be adjusting to a new career. Get in Touch: April Crossley Website - https://www.aprilcrossley.us/lgrei-resources April Crossley Youtube Channel - https://www.youtube.com/user/aprilcrossley The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com Book: The One Minute Millionaire: The Enlightened Way to Wealth by Mark Victor Hansen - https://www.amazon.com/One-Minute-Millionaire-Enlightened-Wealth/dp/0307451569
In today's show, Pancham interviews Cody Laughlin - head of deal acquisitions, co-founder, and managing partner for Blue Oak Capital. Pursuing a career as a healthcare professional, he didn't expect that he'll become a landlord when they're renting their former house back in 2008. Now, with over 10 years of investing experience, he is on the road to fully transitioning out of his W2 job and being able to continuously expand his real estate business! In this episode, get inspired by his entrepreneurial journey as he shares the expensive lessons that helped shape who he is today, why he continues to engage in real estate investments, and the investment strategy that best fits his skill sets! Listen and enjoy the show! Quote: “What I was taught growing up about what is financial independence and financial security was just completely misled and so, that kind of led me to pursue real estate entrepreneurship.” Timestamped Shownotes: 0:40 - Pancham introduces Cody to the show 1:19 - On being accidental landlords and learning about financial literacy 6:28 - Discovering your own investing niche that fits your skill set 12:41 - The perfect time to free yourself from the golden handcuffs 17:24 - How co-sponsoring helps in jumpstarting your investing journey 23:46 - Taking the Leap Round 23:46 - His 2008 property as his first investment outside of Wall Street 24:15 - How he overcame his hesitations when he first started 25:08 - Why his fitness franchise didn't end up having its launch 26:36 - Why you should add real assets to your investment portfolio 27:36 - How you can connect with Cody 3 Key Points: Explore different real estate investments and find that one strategy that best fits your skill set as it can help you identify where you should focus in order to succeed. When setting up your own business, build its infrastructure and define who you are as a brand, as a company, and what you'll need to grow your business. Commercial real estate is a good addition to your investment portfolio as it can help you provide a bit more predictable return patterns, unlike stocks and cryptocurrency. Get in Touch: Blue Oak Capital Website - https://blueoakinvests.com/ Cody Laughlin LinkedIn - https://www.linkedin.com/in/cody-laughlin-35067660/ Cody Laughlin Facebook - https://www.facebook.com/cody.laughlin.543 Cody Laughlin Email - cody@blueoakinvests.com The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com Book: Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! By Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194
In today's show, Pancham interviews Brian O'Neill - real estate investor, author, coach, and podcast host of The W2 Prison Break Show. Feeling stuck in your life and seeing that there's no way out? That's what Brian also felt while being in his W2 job for 25 years. After escaping from his W2 prison, he is now taking charge of his own life as he controls his own time and manages his own finances through real estate investing! Get a headstart on breaking free from your W2 prison as he reveals how he altered his mindset, the importance of mentors on your entrepreneurial journey, and how gratitude and journaling goes the long way. Get the clarity you need as he discusses why you tend to feel stuck and what you can do about it! Listen and enjoy the show! Quote: “I was stuck in Wall Street investments for so long. I remember the day I took every penny I had out of Wall Street and it was one of the most liberating moments of my life.” Timestamped Shownotes: 0:39 - Pancham introduces Brian to the show 2:21 - How he escaped the W2 prison after being trapped for 25 years 6:09 - Importance of mentors and how they help in shifting your mindset 11:19 - Game-changer practices that help in providing clarity on your goals 16:56 - How he helps you with an escape plan for your W2 prison break 21:41 - Seller financing and other strategies for no-money-down deals 28:39 - Taking the Leap Round 28:39 - His 1st property investment outside of Wall Street 29:05 - How business transactions in a parking lot helped overcome his fears 29:55 - Why his 2nd property investment didn't work out as expected 31:13 - Why you should get educated and start listening to yourself 32:39 - How you can connect with Brian 3 Key Points: We create our own personal prisons as we've felt stuck and have felt like we aren't where we're supposed to be. You're not stuck but rather need clarity of what your goals are. We tend to think that we got it all figured out, but having a coach to mentor you will actually help you get the support and push you never thought you needed. Instead of borrowing money from a bank to buy properties, you can use seller financing since. In addition to keeping your money, you can obtain additional benefits. Get in Touch: W2 Prison Break Website - https://www.w2prisonbreak.com/ Get your FREE copy of the “5 Step Guide To Jumpstart Your W2 Prison Break” at https://www.w2prisonbreak.com/5-step-guide The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com Books: The Miracle Morning Series by Hal Elrod - https://www.amazon.com/The-Miracle-Morning-15-book-series/dp/B07B5RD8MK Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear - https://www.amazon.com/Atomic-Habits-Proven-Build-Break/dp/0735211299
In today's show, Pancham interviews Jason Cozen - a qualified architect with 20 years of experience and the founder of Glint. Who would've imagined that paying with gold instead of cash is possible? Jason has established the 1st digital gold currency, through Glint, by incorporating gold purchases with electronic payments in one platform! With over 120,000 registered users, he continues to pursue his vision of providing everyone equal opportunities to prosper by making gold more accessible! Intrigued by the idea of using gold as your everyday money? Check out this episode as he shares the process of how their platform works, why gold works against inflation, and how they made it possible! Don't miss out on this opportunity and learn how you can bring gold closer to you! Listen and enjoy the show! Quote: “Gold is valued globally, by everybody nearly all over the world. There is nothing else like it. And with Glint's technology, you can now use it as everyday money.” Timestamped Shownotes: 0:42 - Pancham introduces Jason to the show 3:05 - On building Glint and realizing gold as the ultimate store of value 9:26 - Why gold is considered a good hedge against inflation 15:33 - Integrating physical gold and electronic payments through the Glint app 21:24 - On their revenue streams and having a cost-effective system 23:29 - Enhancing user experience through their value-added services 28:31 - Why you should make the switch to gold currency 32:56 - Taking the Leap Round 32:56 - On starting investing in himself and setting up his business 33:33 - Fears he overcame when he started his entrepreneurship journey 34:43 - Why constant failures should always be expected 37:03 - Why investors should believe in themselves and in their skills 38:41 - How you can connect with Jason 3 Key Points: Using gold as everyday money has been made possible by Glint by creating a platform wherein you can make buy physical gold and make transactions with it. Gold is a good way to protect yourself against inflation as it is constant, unlike dollars or pounds which generally fluctuate in value. What makes Glint different is that it lets you buy a piece of a physical gold bar that will be allocated solely to you and will not be put at risk. Get in Touch: Glint Website - https://glintpay.com/ Glint LinkedIn - https://www.linkedin.com/company/glint-pay/ Glint Youtube Channel - https://www.youtube.com/c/Glint Glint Instagram - https://www.instagram.com/glintpay/ Glint Twitter - https://twitter.com/glintpay Jason Cozens Instagram - https://www.instagram.com/glintceo/ Jason Cozens Twitter - https://twitter.com/jasoncozens The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In today's show, Pancham interviews Drew White - upside down wealth consultant for business owners & executives. Former pediatric oncology nurse with a $150,000 student loan debt, Drew realized that nursing is not a long-term gig for him. He came across infinite banking while learning about money and distinguishing between bad and good debt. With his “aha!” moment, he is now on a path to entrepreneurship real estate investing, infinite banking, and teaching others how to do the same! Be the banker yourself as he teaches the concept of infinite banking and how you can get the same rewards that the bank does. Learn from his journey as he shares his principles, why you should utilize the whole life insurance policy, and other added benefits that you can get! Listen and enjoy the show! Quote: “I started reading what other people did and that's when I realized, ‘Oh okay, a lot of people are doing real estate. A lot of smart wealthy people have been doing real estate for a long time.' ” Timestamped Shownotes: 0:36 - Pancham introduces Drew to the show 2:21 - From $150,000 student loan debt to using debt to build wealth 9:50 - Infinite banking and enjoying the rewards the bank receives 12:16 - How a whole life insurance policy helps in obtaining the bank's benefits 19:22 - Creditor protection and using other perks for real estate investing 22:12 - On attaining the policy and transferring its ownership to his children 27:21 - Things to consider when setting up with a mutual insurance company 30:23 - Taking the Leap Round 30:23 - His 1st mobile home investment outside of Wall Street 31:10 - Overcoming his fear of imperfection when he first started 33:15 - How lack of due diligence led to an unsatisfactory investment 34:31 - Pieces of advice to rookie investors to get their journey started 35:51 - How you can connect with Drew 3 Key Points: The idea of infinite banking is to keep money in your own system rather than in a bank. In this way, you would get the benefits that the bank originally receives. Although a whole life insurance policy may appear to be a poor investment, it is beneficial when it is viewed as your own bank account. Work with someone who has experience and is willing to coach you. Working with mentors will be highly advantageous as you scale up your business. Get in Touch: Drew White Website - https://www.ibcdrew.com/ CreateTailwind Website - https://createtailwind.com/ Drew White LinkedIn - https://www.linkedin.com/in/ibcdrew/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com Book: Becoming Your Own Banker by R. Nelson Nash - https://www.amazon.com/Becoming-Your-Banker-Nelson-Nash-ebook/dp/B0080K8EL4
In today's show, Pancham interviews Saket Jain - real estate investor, syndicator, business operations leader at Airbnb Headquarters, and founder and CEO of Impact Wealth Builders. Saket has been succeeding with his single source of income and never imagined that he would be laid off from work. But when reality hits, he explores and discovers that there's actually so much more out there and he is simply in the wrong crowd! With owning over 2000 units, he is now committed to aspire others to be the next generation of wealth builders! Listen to this episode as he shares his victim-to-victor mindset, explores other potential jobs, and how Airbnb found him. He'll also guide us and offer his advice to rookie and aspiring investors as he enlightens us with his journey to achieve financial freedom and the lessons he learned from his prior deals! Listen and enjoy the show! Quote: “My interior monologue went from ‘Why me?' to ‘Why not me?' and ‘Why not now?' So I flipped my switch from being a victim to victor.” Timestamped Shownotes: 0:37 - Pancham introduces Saket to the show 2:24 - How getting laid-off from work empowered his victor mindset 6:25 - Exploring available opportunities and changing his own system 10:32 - From investing in cash-flowing assets to using it as a tax-saving tool 15:11 - On changing your perspective and leveraging your resources 18:43 - Developing a relationship mindset on his multi-family deals 23:17 - On doing long-term investment amidst the current market position 30:48 - Taking the Leap Round 30:48 - His first accidental investment outside of Wall Street 31:20 - How he overcome trepidation and limiting beliefs 33:09 - Why his first passive investment didn't reach his expectations 34:24 - Why investors should understand and learn about their fear 37:27 - How you can connect with Saket 3 Key Points: You may not be able to avoid being laid off from your job, but you can be prepared for it by dedicating a little bit of your time to learning about other available opportunities. Don't hesitate to invest in your education - whether through mentors, seminars, workshops, podcasts, and books - as it could help you build a strong foundation. When you're starting out, it's best to work with a syndicator and an operator who have a teacher mindset as they'll help you build your knowledge, network, and your experience. Get in Touch: Impact Wealth Builders Website - https://dev.impactwealthbuilders.com/ Saket Jain LinkedIn - https://www.linkedin.com/in/jainsaket/ Saket Jain Email - saket@impactwealthbuilders.com Listen to TGCI Episode #4 at https://thegoldcollarinvestor.com/show4/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In today's show, Pancham interviews Alex Jarbo - short-term rental developer and manager, host of the YouTube Channel Alex Builds, and founder and CEO of Sargon Investments. Starting from building his first short-term rental property, he has scaled up his investment firm by continuously developing and investing in unique properties! With a unique business model, the perfect team, and being able to bring the experience to the property itself, he is closer to achieving his goal of developing 650 cabins and syndicating a 50-cabin community! Excited to jump into short-term rentals? Learn from this episode as he expresses what makes short-term rental properties intriguing, the importance of having a mentor, receiving infinite returns on his properties, and automating his business system! Listen and enjoy the show! Quote: “What caught me was like the creativity of it and also just the cash flow. I mean the cash flows even back then were crazy. Even today, they're getting better.” Timestamped Shownotes: 0:37 - Pancham introduces Alex to the show 2:08 - Getting into the short-term rental business by building his first property 10:09 - His current business model that gains a high percentage of returns 16:49 - Management team and utilizing automation systems 20:35 - Websites that are an absolute game-changer in the real estate industry 26:42 - Prioritizing the guest's experience aside from the property itself 30:44 - On practicing multiple morning routines to be more productive 35:11 - Taking the Leap Round 35:11 - His first short term rental investment outside of Wall Street 35:40 - Overcoming his fears through experience, analysis, and mentors 36:47 - Why being emotionally attached to a deal could lead to failures 40:07 - Why rookie investors should vet their partners properly. 41:14 - How you can connect with Alex 3 Key Points: Having the right mentor could help you get a gist of the industry and be able to succeed. Even if it is costly, the money you've invested would be returned 3-4 times over. Aside from having a well-built structure, the property has to be an experience in itself for the guests to fully enjoy their stay. The real estate industry might be delayed in terms of digital trends (which is not always a bad thing), but there are many digital marketing principles that may be applied to it. Get in Touch: Sargon Investments Website - https://sargoninvestments.com/ Alex Jarbo LinkedIn - https://www.linkedin.com/in/alex-jarbo-28a940139/ Alex Builds Youtube Channel - https://www.youtube.com/c/AlexBuilds1/featured Modsy Website - https://www.modsy.com/ Get A Site Plan Website - https://getasiteplan.com/ Wayfair Professional Website - https://www.wayfair.com/trade The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com Books: The Secrets Trilogy Box Set by Russell Brunson - https://www.thesecretstrilogy.com/bundle The Miracle Morning Series by Hal Elrod - https://www.amazon.com/The-Miracle-Morning-15-book-series/dp/B07B5RD8MK
In today's show, Pancham interviews Eric Neely - a trucker, real estate professional, and executive partner at Febros Capital. While pursuing his W2 job as a trucker, he has been listening to real estate audiobooks and podcasts to get educated in the investing world. Now working on his retirement portfolio, he has invested in multifamily real estate as a limited partner and a general partner, formed joint venture partnerships, and is constantly increasing his investments! Learn from his experiences in this episode as he highlights the power of education and research, why he chose to focus on passive and multifamily investments, and how he's on the road to financial freedom! Listen and enjoy the show! Quote: “I knew that if I was going to make a career change and a big transition that it wasn't going to be through building single families, it was going to be in the multifamily realm.” Timestamped Shownotes: 0:42 - Pancham introduces Eric to the show 2:12 - How the idea of retirement income got him into investing 8:31 - Starting as a limited partner to get in the investing game 10:04 - On scaling up and focusing on passive investments 17:02 - His first syndication that paved the way for his later success 19:48 - On achieving his uncomfortable goals and making them happen 22:06 - Taking the Leap Round 22:06 - His accidental flip as his first investment outside of Wall Street 22:53 - On having no fears and simply diving into investing 23:40 - Why his first syndication did not go as expected 24:04 - Why rookie investors should prioritize research and education 25:21 - How you can connect with Eric 3 Key Points: Real estate investing must not be rushed. Prioritize educating yourself and learning the best investing strategy for you before venturing and taking the leap. Research the kind of market that you're going to invest in. As you're going to put your money at risk, you should know what's being done with it. If you're looking for a way to create passive income in retirement, passive real estate investing could be a viable option. Get in Touch: Febros Capital Website - https://www.febroscapital.com/ Eric Neely LinkedIn - https://www.linkedin.com/in/eric-neely/ Eric Neely Contact Details - (316) 640-8163 The Wealthy Trucker Podcast - https://www.febroscapital.com/thewealthytrucker Download the FREE e-book “Top 6 Reasons To Invest Outside of Wall Street” at https://thegoldcollarinvestor.com/download/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In today's show, Pancham interviews Ryan Webster - NHBA award-winning home builder, experienced real estate professional, entrepreneur, and managing partner and founder of Equity Yield LLC. Realizing his aspirations of earning passive income and spending more time with his family, he transitioned from new constructions and single-family homes to multi-family investments. Today, he is making progress toward his goals by continuing to invest and help others in achieving capital gains and having financial freedom! Learn more about investing in multi-family assets in this episode as he discusses his shift to acquiring multi-family assets, the hurdles that come with it, and getting to win deals! He'll also discuss how he manages his assets and how he maintains his competitive edge in the industry. Listen and enjoy the show! Quote: “Our focus is acquiring institutional quality multifamily assets across strong growth markets in the Southeast.” Timestamped Shownotes: 0:38 - Pancham introduces Ryan to the show 1:18 - On assessing his life goals and shifting to multifamily assets 6:03 - Barriers to acquiring investments when you're a new investor 11:31 - Raising capital, building relationships, and securing debt 14:06 - Asset management and tracking controllable expenses 15:46 - On continuing to buy assets amidst today's current market 22:44 - Taking the Leap Round 22:44 - Fix-and-flip as his 1st investment outside of Wall Street 24:18 - Overcoming his worries by taking the leap and invest 24:45 - His investments that didn't work out as expected 25:29 - Why you should simply invest and get into real estate 26:18 - How you can connect with Ryan 3 Key Points: Identify your long-term goals so that it could help you decide on what investing strategy best fits you. Aside from knowing your life goals, you should also assess the risks that come with them so you can be prepared for what's about to possibly come. Take the leap and start building broker relationships, and let yourself known to other investors in order to have a presence in the industry. Get in Touch: Equity Yield Group Website - https://equityyieldgroup.com/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In today's show, Pancham interviews Sam Hales - CEO and founder of Saratoga Group. With over 15 years of real estate and management experience, Sam has been investing in mobile home parks and offering greater but affordable homes to community members as he is passionate about improving local communities! Curious on how mobile home parks work? Listen to this episode to find out! Learn the fundamentals of investing in mobile home parks as Sam will share everything you need to know - what they are, how you can start investing in them, and the risks you need to be aware of. He'll also cover why now is a good time to invest in them and how you can use it to help develop stronger communities! Listen and enjoy the show! Quote: “What is something that will do well in a downturn, can provide good cash flow, and then I can build a business around? That led me to mobile home communities.” Timestamped Shownotes: 0:40 - Pancham introduces Sam to the show 3:23 - Turning his real estate bug into an investing career 7:20 - Mobile home parks and being more than just “buying communities” 9:37 - Why it's now a good time to invest in mobile home parks 15:54 - Classifying mobile home parks through a star system 17:56 - The difficulties in constructing mobile home parks 23:14 - Things to look out for when investing in mobile home parks 30:07 - Taking the Leap Round 30:07 - His 1st property investment outside of Wall Street 30:45 - Overcoming the fear of losing profits in investments 32:11 - His land investments that didn't work out as expected 34:37 - Why investors should start by investing in themselves 37:07 - How you can connect with Sam 3 Key Points: As an owner-operator, you're owning the land, and the real estate, and then you're leasing it out to homeowners. This is a great way to provide housing in an era when it's hard to come by. Although utility costs and payrolls kept going up, we have the pricing power as an owner-operator of mobile home parks. Understanding the community's infrastructure and utility arrangement is one of the key things to note. For passive investors, your operator is your number one risk. Get in Touch: SG Communities Website - https://sgcommunities.com/ Sam Hales LinkedIn - https://www.linkedin.com/in/samhales/ Sam Hales Email - sam@saratogagroup.com The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In today's show, Pancham interviews Marco Santarelli - investor, author, host of Passive Real Estate Investing, and founder of Norada Real Estate Investments. Marco shows that he's the epitome of hard work and commitment as he proves that it's never too early to start your career. From starting his first investment at 18 years old to having the largest nationwide provider of turnkey cash-flow investment property, he is getting closer to his goal to help 1 million people gain financial freedom through real estate! In this episode, get inspired as he shares his story of getting started with real estate, buying 84 units within 9 months, surviving through the 2008 financial crisis, and achieving financial independence! He'll also share the lessons he learned that he has implemented in his business so don't miss it! Listen and enjoy the show! Quote: “What was interesting is that around the age of 15-16, I was buying books and programs and courses to teach myself about business and investing - specifically real estate investing.” Timestamped Shownotes: 0:36 - Pancham introduces Marco to the show 1:57 - His journey on scaling his real estate business and helping others invest 11:24 - Creating vs. adopting a system that works for you 16:39 - On implementing his 10 rules for successful real estate investing 22:32 - Why real estate is still the best investment regardless of time 30:25 - On selectively diversifying his asset classes to scale his portfolio 34:21 - Taking the Leap Round 34:21 - His first rental property investment at 18 years old 34:46 - Overcoming the mental hurdles when he first started 35:31 - Why his out-of-state investment didn't work out 37:26 - Why you should learn and understand what you're investing in 39:24 - Where you can get your free guide to passive real estate investing 3 Key Points: Never sell your real estate properties. You can replace it with other properties to scale your portfolio, but don't sell it unless absolutely needed as it has the potential to cash flow. Always educate yourself and learn new things as what you don't know would cost you money, time, and wasted opportunities. It's always a good time to invest in real estate. It's only a question of where would you invest as there are a lot of deals and asset classes that you can start with. Get in Touch: Get your FREE copy of The Ultimate Guide to Passive Real Estate Investing at passive@thegoldcollarinvestor.com Norada Real Estate Investments Website - https://www.noradarealestate.com/ 10 Rules of Successful Real Estate Investing - https://www.noradarealestate.com/blog/10-rules-of-successful-real-estate-investing/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In today's show, Pancham interviews Billy Keels - long-distance real estate investor, host of The Going Long Podcast, and founder of KeePon Cashflow. Who would've thought that you can invest in the U.S. while being able to live your life in Europe? Billy has proven that it is indeed possible! Now, he is on a mission to help others establish new options for their lives so that they can live comfortably without worrying about unexpected work schedules and be able to spend more time doing things that they love most! In this episode, learn new things about long-distance real estate investing as he shares how he got started investing outside of the country and what you'll need to get started! Get inspired as he discusses the mindset that led to his transition from a successful corporate employee to investing passively in different asset classes! Listen and enjoy the show! Quote: “I decided I needed to do something else and I started to take my own life into my hands by investing in a number of different real assets, real estate being one of them.” Timestamped Shownotes: 0:42 - Pancham introduces Billy to the show 4:09 - From working in the corporate world to thriving in real estate investing 8:35 - Leading factors that motivate him to get started in investing 13:41 - On finally being able to control his own time and finances 21:59 - How he was able to successfully invest passively outside of the country 27:35 - Surrounding yourself with experts and being able to learn from them 33:35 - His morning routine and how it help in achieving success 35:32 - Taking the Leap Round 35:32 - His 1st duplex investment outside of Wall Street 36:43 - Turning long-distance investing from his weakness to being his strengths 37:39 - Why his stock market investment didn't work out as expected 40:04 - Simple formula to follow when you first start investing 40:44 - How you can connect with Billy 3 Key Points: Real estate investing could helped in building a lifestyle that would allow you to have freedom and be able to live wherever and however you want to without limits. When doing long-distance investing, it's better to invest passively as it would require less time from you but would still have big returns. The most critical part to think of as a long-distance investor is having a team that you trust and could align with your goals so that it would be easier to look for investments. Get in Touch: Billy Keels Website - http://keeponcashflow.com/ First Generation Capital Partners Website - https://www.firstgencp.com/ Billy Keels LinkedIn - https://www.linkedin.com/in/billykeels/ The Gold Collar Investor Banking - https://thegoldcollarinvestor.com/banking/ Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com Book: Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! By Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194 The Miracle Morning Series - https://www.amazon.com/The-Miracle-Morning-15-book-series/dp/B07B5RD8MK
In today's show, Pancham interviews Jason Yarusi - an active real estate syndicator and real estate investor, host of The Multifamily Live Podcast, founder of New Jersey Multifamily Live Club, and founding and managing member of Yarusi Holdings. Through podcasts, conferences, his investment firm, and his investment club, he has been consistently inspiring people to learn more about multifamily investing and its benefits. Today, he manages over 1400 units valued at $160 million in assets under management, has over 2,500 members in his investing club, and is dedicated to helping investors reach their goals! In this episode, learn more about multifamily investing as he shares his journey on how he discovered and learned to love multifamily investing! He'll also guide us as he shares what you need to look out for whether you're actively or passively investing, and what their current strategy looks like given the current market state! Listen and enjoy the show! Quote: “We really want to dial in to control our time and dictate how our life with and get away from letting life run us.” Timestamped Shownotes: 0:34 - Pancham introduces Jason to the show 2:52 - On transitioning from lifting houses to investing in multifamily 11:26 - Scaling up the business through hiring the right people 12:36 - Narrowing investing opportunities to align with your goals 16:46 - Why active investors should know and understand their limits 21:48 - His outlook on the current market and how they deal with it 25:25 - How their event would help you get started in multifamily investing 29:21 - Taking the Leap Round 29:21 - House flipping as his 1st investment outside of Wall Street 30:03 - Lessons learned from his 1st house flipping investment 31:56 - The investment that didn't work out as expected 33:05 - Why investors should take the leap after finding out their goals 34:02 - How you can connect with Jason 3 Key Points: For passive investors, it's best to invest with someone who always provides constant communication. This would help provide transparency and build trust with others. Instead of investing in all kinds of assets, limit yourselves when investing actively to prevent making bad decisions and simply focus on where you can provide value. Limiting your opportunities will actually expand your opportunities as it could help rookie investors be clear on their goals and align them with their investing strategy. Get in Touch: Yarusi Holdings Website - https://www.yarusiholdings.com/website 7 Figure Multifamily Website - https://www.7figuremultifamily.com/ Multifamily Live Event - https://multifamilyliveevent.com/mf2022 Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com Book: The Miracle Morning Series by Hal Elrod - https://www.amazon.com/The-Miracle-Morning-15-book-series/dp/B07B5RD8MK
In today's show, Pancham interviews Brian Bradley - nationally recognized Asset Protection Attorney and Senior Managing Partner at Bradley Legal Corp. With the goal of giving you the “peace of mind” knowing that your assets are far from harm, Brian Bradley has been defending high-risks professionals, entrepreneurs, real estate investors, and other workers from creditors that could target their assets and their wealth through asset protection! How can you protect your assets? Listen to this episode as he deconstructs this concept and provides insights on how it really works! He'll also go over the various asset protection trusts available and why you should start protecting your assets protected now! Listen and enjoy the show! Quote: “I like the practice of law. And I realize that people need to start doing things beforehand before they're getting sued.” Timestamped Shownotes: 2:11 - Pancham introduces Brian to the show 4:17 - The struggles he faced to be the leading asset protection lawyer today 8:51 - Asset protection and the ECCC criteria to keep in mind 11:18 - Analyzing what can potentially go wrong with no asset protection 16:38 - Breaking down the different layers of asset protection 27:32 - 2 asset protection trusts and what best fits for you 38:30 - Real-life case laws that apply the asset protection trusts 44:18 - The Bridge Trust and what makes it different from others 52:13 - Taking the Leap Round 52:13 - His favorite asset classes to invest on outside of Wall Street 52:53 - Overcoming his analysis paralysis and simply taking the leap 53:41 - Why fix-and-flip investments didn't meet his preferences 54:29 - Why investors should always do their research 55:22 - How you can connect with Brian 3 Key Points: People tend to not get plans or protection as they believe that nothing wrong is going to happen. Having asset-protection helps you protect what you have before it gets any worse. The role of asset protection is to help create a legal barrier and out of your personal name so that the people who may be suing you can't reach those assets. There are a lot of asset protection trusts that are made available to the public. You just need to find the right plan for you depending on your profile and your risks. Get in Touch: Bradley Legal Corp Website - https://btblegal.com/ Brian Bradly Email - brian@btblegal.com Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In today's show, Pancham interviews Anthony Zhang - co-founder and CEO of Vinovest. Wine investing is not a common asset class to invest in but it is actually one of the high-performing assets! Realizing the potential of the business and wishing to eliminate barriers to entry so that anybody can invest in wine, Anthony has co-founded Vinovest - a global wine investment firm with over 10,000 clients and nearly $100 million worth of assets! Want to diversify your portfolio? Listen as he shares the know-how of wine investing! How do you exactly invest in wine? What makes wine a good asset class? What drives the pricing in the wine market? What should be my expected cash flow in this industry? What does Vinovest offer to wine investors? Anthony will answer all these burning questions so tune in until the end! Listen and enjoy the show! Quote: “I love being able to play a small part within creating economic opportunities for people.” Timestamped Shownotes: 1:23 - Pancham introduces Anthony to the show 2:25 - How the idea of utilizing wine as an asset class came about 6:37 - What makes wine investment-worthy and what Vinovest offers 12:27 - Breaking down costs and projecting profit returns in wine investing 17:06 - On having worldwide sourcing and storage for efficient operations 19:11 - The criteria for evaluating wine to consider it an investment 23:15 - Risks that you should look out for when investing in wine 26:42 - On improving Vinovest and achieving the company mission 31:48 - Taking the Leap Round 31:48 - Supporting his friend's startup as his first investment 32:10 - On having no fears when he first started investing 32:31 - Why his angel investments did not work as expected 33:51 - On using failed investments as part of your education 35:50 - How you can connect with Anthony 3 Key Points: What differentiates us from the ultra-wealthy class is the access to quality alternative assets such as wine. Thus, Vinovest is created as a way to make wine investing accessible for all. You're not investing in wine by buying shares that represent wine but rather actually owning a bottle of it. They would preserve the wine for you and your portfolio is customized to your preferences. If you're planning to receive the best returns through wine investing, it's best to consider wine as a mid-to-long-term asset and to expect returns within 5 - 10 years. Get in Touch: Vinovest Website - https://www.vinovest.co/ Anthony Zhang Email - anthony@vinovest.co Anthony Zhang Twitter - https://twitter.com/anthony_j_zhang Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com