The REI Concierge Podcast

Tim and Lisa share updates from their recent adventures -- Tim on his bike from Pittsburgh to DC, and Lisa with her paragliding in France!  Plus they talk about the global state of speculative possibilities (i.e. none of us have a clue what's coming down the road!).  How does this impact our RE investing.  Talking with people like Property Managers who are local in their markets and also local bankers is a great strategy to understand the realities of markets.  Remember that RE is LOCAL!  We have to stay in touch with those who know the realities of the local market.  Also, it's really never too late to get started in real estate even though it certainly can feel like you've missed the boat.  Listen in if you want to be encouraged to get started or just keep on keeping on!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa bring you this amazing conversation with Denise Gerrity today!  Denise is an amazing RE adventurer and you will love hearing her stories!  She doesn't shy away from a challenge and setbacks are just an obstacle to figure out how to get around.  You'll be inspired to stay committed to the path of your own investing adventure.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tiim and Lisa talk about the current market and world unknowns.  We discuss a model of resilience developed by Dr. Linda Hoopes, Prosilience.Overall, it's about actively learning skills to help us manage the unexpected, the volatile, the ambiguous, the disruptions (aka life!).Learn more about Linda and Prosilience here.Prosilience (the book) Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are so excited to share this conversation with Barbara DeLeo.  Barbara is a fellow foreign service member and has been on an incredible journey of buying houses that need lots of work and transforming them into beautiful homes.  You'll be so inspired by her tenacity and grit.Thanks for joining us today!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Jean talk with Jessica Whatley, the CEO of Northside Neighborhood House in Chattanooga TN.Northside Neighborhood House has been serving Chattanooga for over 100 years to promote the independence of residents north of the river by providing a hand up through education and assistance.Since 1924, the Northside Neighborhood House has focused on empowering residents north of the Tennessee River to create thriving communities across northern Hamilton County. From ensuring individuals are housed with working utilities to supporting students in achieving academic success, the NNH focuses on creating relationships and connecting individuals to supports that aid them in creating stability for themselves and their families. Our ability to address the varying needs of our neighbors positions us to provide a holistic support approach for individuals at all ages and stages of life.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are excited to be back with Season 9 of The REI Concierge Podcast!  We are slightly behind schedule, but we keep moving forward, just as we do with our RE investment portfolios!  Don't let the setbacks throw you completely off course!Reach out if you'd like to be a guest this season and share your RE investing stories!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Believe it or not, we are wrapping up Season 8!  Tim, Lisa, and Jean talk about the year in review, strategies to keep on track as they are coming to the end of the year, and ways to get focused and created a plan for 2025.We came away with one really value nugget: Have a plan.  Be agile with your plan.How do you wrap up your year and prepare for the new one?  We'd love to hear your thoughts and ideas!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa talk through the current slowness for many RE investors.  With interest rates on the rise again, it's difficult to make any moves.  This is a great time to return to the foundation, or as we like to say, The Why, The How, and The Risk.Listen in and review your foundation for investing!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are experimenting and have some fun today using Notebook LLM to create a podcast within the podcast -- all generated and performed by AI.  It's pretty crazy and cool.  Let us know your thoughts!  We are biased, but we think it's not good enough to replace us yet! :)Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Lisa and Tim talk with Eddie Duncan, Senior Business Loan Consultant with First Financial.Email Eddie: Edward.Duncan@ffcash.com First Financial Website: https://www.ffcash.com/Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are excited to share this episode with you wehre we talk with Greg Mohr, a Franchise Consultant and the Founder of Franchise Maven.While this veers a bit off the RE investing track, it's a super interesting parallel business idea, especially with the home service industry!Listen in and see what you think!Greg's website: https://www.franchisemaven.com/Email: greg@franchisemaven.com Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are so happy to share this conversation with Felipe Lecaros!  Felipe is a long-time client of The REI Concierge.  He shares his story of getting started in real estate investing and how he has grown his portfolio, expanded his horizons, and is now helping others invest!Learn more at Growing Assetz: https://www.growingassetz.com/Learn about Felipe and Silvia's non-profit, Notes for Growth: https://www.notesforgrowth.org/Listen to Felipe's wife, Silvia, on the Make Life Less Difficult podcast here.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Gabe Whitmer, Mortgage Lender with First Bank of Tennessee, joins us for another conversation about mortgage rates, refinancing, and more!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim, Lisa, and Jean share updates on each of their portfolios on this episode!  We believe strongly in sharing directly, honestly, and without sugar-coating the challenges, because there will always be challenges along the way.  It's so much better to know you aren't alone when you face them.Let's continue to share stories and support one another in our real estate investing journeys!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are super excited to be back with Season 8!Lots to talk about over the coming months!Thanks for being here!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are so grateful to bring you this Season 7 Finale!  What a great season it's been.  Thank you to all our guests and listeners.  We'll be taking a break and will be back with Season 8 later in September!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Lisa and Jean talk to Dan Gough, Insurance Producer, in this week's episode.  We pepper him with questions and still have more!  This is a super interesting conversation to learn about the insurance industry, things to keep in mind as a landlord, and more!Learn more about Dan here.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa talk with Coby Lefkowitz this week!  Coby is an Urbanist and Developer with inspiring and optimistic ideas about the housing issues going on in the U.S.  This is a super interesteing and inspiring conversation and we hope you enjoy it!Coby's website: https://cobylefkowitz.com/Article: Why small developers are getting squeezed out of the housing marketConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa get a chance to talk with Jake Hoppe, Managing Partner of Hoppe Development, based in Lincoln Nebraska.This is a fascinating look at how developers can focus on providing affordable housing while also having a viable and thriving business.Learn more about Hoppe Development: https://www.hoppedevelopment.com/Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are excited to share this conversation with Liz Nowlin of MidSouth Home Buyers!Learn all about their turnkey process, the Memphis and Little Rock markets, and more!Visit their website: https://midsouthhomebuyers.com/Tell them you heard about them on The REI Concierge Podcast!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are always excited to talk with Gabe Whitmer of First Bank of Tennessee.  Gabe joins us for lending updates and we talk through some affordable housing ideas, including lending options, considerations for including affordable rental units in our portfolios and more!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

In today's episode Lisa and Tim introduce their exploration to better understand the housing shortage and housing affordability challenges.  They share why this matters to them and encourage others to think about it as well.  Upcoming guests will include professionals who are focused on these issues so we can learn as much as possible.  Through it all we'll be looking for opportunities!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are excited to share this conversation with you!  Tyson Schuetze and Brent Voepel have joined forces to bring clients better services in Kansas City and beyond!Tyson is the Founder and CEO of Auben Realty and the Founder and Managing Partner of Auben Capital Partners.  Auben Realty provides property management services in the Southeast and Midwest.Lots to enjoy in this conversation! Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Jean talk with Andy Gurczak of AllCity Adjusting and learn about processing property insurance claims.AllCity Public Adjusting is a family-owned claims company.  Learn more here.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Jean have read Shift by Gary Keller, the founder of Keller-Williams!  They share their insights, perspectives, take-aways, and more on this episode!This is the second in a mini-series we are doing where we review a specific book.  If you have a book recommendation, let us know!  Or reach out to join us in the conversation about a book!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Today Tim and Jean talk with Joseph Flannery, the Founder and CEO of SELFi, and hte head of mortgage for Radius.Joseph wasn't happy with how his clients were being treated as "numbers" so he decided to take action and so he started his own lending business.  His goal: be true to his clients and give them the best experience possible!If you'd like to connect with Joseph, you can reach him at joseph.flannery@selfi.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa talk today with Gina Shumway, the new owner of The Auburndale Group in Chattanooga TN!Gina has a fantastic story of getting into real estate investing while working as a nurse practitioner.  Then becoming a RE Agent, and next, buying The Auburndale Group!  She and her team are on a mission to help investors be successful in Chattanooga!More about Gina here: https://auburndalegroup.com/Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are excited to talk with Tyler Weerden.Tyler is a financial planner and the owner of Layered Financial, a Registered Investment Advisory firm. In addition to being a financial planner, Tyler is a full-time federal agent with 14 years of law enforcement experience. He holds a Bachelor of Science degree, a Master of Science degree, the Series 65 license, and is a Certified Fraud Examiner (CFE). Tyler is the sole Investment Adviser Representative at Layered Financial.Prior to becoming a federal agent, Tyler served as a state trooper, local police officer, and was a member of the U.S. Army National Guard. He has served in both domestic and overseas Foreign Service assignments. Tyler has experience with local, state, and federal pension systems, 457(b) Deferred Compensation, the federal Thrift Savings Plan (TSP), Individual Retirement Arrangements (IRAs), Health Savings Accounts (HSAs), and various investment options to include rental real estate. Connect with Tyler: https://www.layeredfinancial.com/Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

In today's episode, Lisa and Jean talk about the book, The Gap and the Gain: The High Achiever's Guide to Happiness, Confidence, and Success, by Dan Sullivan.This is a new format we are trying out in Season 7 where we explore and discuss a book, sharing the highlights and our insights and takeaways.Let us know what you think and send over future book recommendations!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa talk with Blake Dailey about investing in Boutique Hotels!Blake's story is inspiring and incredible as he has bought, renovated, and sold 4 hotels and is working on the 6th renovation project now on a hotel in the Smoky Mountains.Lots of great stories and ideas in our conversation!  We think you'll love it!Connect with Blake on IG: https://www.instagram.com/blakejdailey/Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa share updates on what is working for them and their real estate portfolios.  There's a lot of noise out there, so it's crucial to know yourself, find your path, keep learning, and adjust along the way!Jump in and let us know what you think!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are stoked to talk with Wes Thompson again today!  Wes is an experienced investor who is not afraid to ask anyone anything!  And if he gets a "no", he brilliantly moves on and keeps searching for what's next.Listen in and be inspired!!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

We're happy to share this conversation with Adam Gower of GowerCrowd.  Adam has decades of experience in real estate and has experienced many different market conditions. Today he helps investors scale big by creating platforms for raising funds with enormous success.Check out the links below to learn more.Website: https://gowercrowd.com/Podcast/YouTube: https://gowercrowd.com/podcast Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Charles Carillo joins Tim and Lisa to share about Harborside Partners, a private equite firm that give people the opportunity for passive investments.Tim and I also have had the privilege of being on Charles's podcast, Global Investors.Check out all the links below!Podcast: https://harborsidepartners.com/commercial-real-estate-podcast/Website: https://harborsidepartners.com/Instagram: https://www.instagram.com/harborsidepartners/Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are always delighted to talk with Mortgage Banker, Gabe Whitmer, of FirstBank of Tennessee.Gabe and his team can now do DSCR Loans!  We talk about what these are and how they can help you build your RE portfolio.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are thrilled to start off a brand new season of podcasting!!!  Welcome to Season 7!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa wrap up Season 6 of The REI Concierge Podcast, as well as 2023!It's been a great season and we are already looking forward to Season 7, which will start releasing in late January/early February.  2024 is a year of opportunity, discovery and creation!  Let us know how we can support you in the new year!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are excited to talk with Andrew Austin today.  Andrew is a broker in Chattanooga, and deals largely in commercial properties.  He's got a great approach that he has nicknamed "guerilla" real estate.You'll enjoy hearing his story and learning about opportunities to stretch from residential to commercial investing.If you'd like to connect with Andrew, his email is andrew@austincos.com or find him on LinkedIn.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim hosts solo today and has a fantastic conversation with Danny Cole of Spartan Invest!Listen in to learn more about the Birmingham, Huntsville, and Chattanooga markets.  Danny also shares a special end of the year offer they have with 30 year rates at 5.99% and property management fees at 3%.  Might be worth checking it out!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa chat about updates and trends that are popping up these days.  Folks in the RE world are searching out business, meaning it could be a good time to talk, learn, get to know lenders and others, and perhaps even find a deal!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa wish you a Happy Thanksgiving!  They take a few minutes in this episode of reflect on what they are grateful for.What are you grateful for this time of year?  Developing a practice of gratitude is a practical strategy for staying the course during challenging times.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa believe preparing for the end of the year before it's here is a great strategy to embrace!  If you've fallen behind on record-keeping in 2023, take some time in November to catch up.  Even if you don't get it all done, it'll make it easier on yourself as you prepare for the upcoming new year and tax season.What strategies do you have for organizing your end of year?Reach out and let us know!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Today, Tim and Lisa are joined by Chris Lengquist, Broker and Owner of Ad Astra Realty, Inc., in Kansas City.  Chris has a long list of additional titles including being a Keller-Williams Agent, Trainer, Coach, and more with decades of experience in real estate and RE investing.He shares some stories of how he got started in RE, what principles he built Ad Astra on, insights into the Kansas City market, and more!Enjoy the show!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are thrilled to have Tanya Salseth back on the show!  It's been too long and we really enjoy catching up with Tanya and telling horror stories since we recorded on Halloween.Enjoy the show and let us know if you have questions or suggestions!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are sharing all about transitions this week!Listen in to hear their strategies and insights on how best to approach the plethora of transitions that are part of owning real estate, plus life in general!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Lisa and Jean catch up on today's episode.  Jean is making some adjustments to her portofolio and we discuss the events that have led to that decision.Not everything turns out exactly as hoped.  That's part of the process and journey of a long-term real estate investor.  Staying adaptable, taking note of lessons learned at every turn, and remembering to zoom out are all strategies to help along the way.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim & Lisa share updates of their portfolios including some challenging aspects.  We continue to believe that sharing the highs and lows helps other investors better plan for their investment journeys and mitigate risk.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Jean are thrilled to sit down with Gabe Whitmer, Mortgage Lender, of First Bank of Tennessee, again!Gabe, thank you for your continued support of our podcast, sharing your perspectives and reflections, and continuing to provide valuable services for clients from all around the globe!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are excited to launch Season 6 of The REI Concierge Podcast!Lots of great guests coming up, lots of great discussions about the RE investing world and more.Thanks for joining us on the journey!

Tim and Lisa are bringing you the closing scenes of The REI Concierge Podcast, Season 5 today!What a great time we've had with all our guests and we are SO appreciative of all our listeners!  Thanks for following along, giving us feedback, sharing your insights, and more.We are already looking forward to Season 6 which will be starting in mid-September 2023.Until then, Happy Real Estate Adventures!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are talking with Lydia La Motta, the Director of Engagement for Flock DC.  She's sharing details on the recent policy changes around the Housing Voucher Program.  These changes impact landlords and investors because the amount of rent that can be asked of the units for Housing Voucher recipients has been decreased, in some cases, significantly.  It also puts the housing voucher recipients at an unfortunate disadvantage, as landlords have less incentive to jump through all the hoops to get their properties qualified for the program.Connect with Lydia/Flock/Nest DC:https://www.nest-dc.com/https://flock-dc.com/https://www.linkedin.com/in/delamottaConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com