Two Smart Assets

Dive into the world of real estate systems with Jens Nielsen, principal of Open Doors Capital and a seasoned full-time investor. With millions raised for apartment syndications and as a general partner in over 2,000 units nationwide, valued at $250M, Jens brings unparalleled expertise. As a Certified High-Performance Coach, he's coached numerous investors to success through accountability and personal growth. Leveraging skills from a long IT career, Jens discusses how implementing systems and technologies can drive performance and streamline real estate investment operations. Tune in for valuable insights into optimizing your real estate endeavors.   HIGHLIGHTS FROM THE EPISODE 03:00 - What Jens learned from systems 05:09 - How he got started in real estate 07:27 - How important is the iteration process in dialing in systems 09:00 - How important is mixing these systems 10:49 - Rely on your property manager to produce data 13:19 - Tasks for business 15:27 - Real estate EOS 18:58 - System error 20:47 - Future real estate focus 22:43 - Contact Jens     CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminv... Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-... ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

In this insightful episode, join Daniel Nickles as he delves into the age-old question: Is Past Performance A Good Indicator Of Future Results? Drawing from his extensive experience in the dynamic realm of real estate, Daniel explores the nuances and challenges of predicting success based on historical data.  Daniel shares valuable insights, lessons learned, and strategies for navigating the uncertainties of investment. Whether you're a seasoned investor or just starting, Daniel's perspective on the interplay between past performance and future outcomes is sure to spark thoughtful consideration and guide your approach to investment decisions.     CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminv... Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-... ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Join Daniel Nickles as he unravels the secrets to achieving your life goals. Delve into the importance of identifying your goals, understanding the necessary steps, and setting effective New Year's resolutions. Daniel shares invaluable insights on navigating the path to your aspirations, providing a roadmap for personal and professional success. Learn the art of goal setting and discover strategies that will propel you towards realizing your dreams. Whether it is career milestones or personal growth, Daniel Nickles guides you on the journey to turn your 2024 goals into tangible achievements.   HIGHLIGHTS FROM THE EPISODE 01:34 - Setting New Year's resolution 02:23 - Importance of goal setting 03:22 - Actions to achieving a goal 06:03 - Measuring and tracking 07:31 - Fourth pillar adjusting     CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminv... Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-... ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

In this episode, Daniel shares a unique perspective on the challenges faced by professionals in this dynamic field. Tune in to gain valuable insights into the industry's landscape, job volatility, and the strategic focus of Upstream Equity for the upcoming year.  Whether you're an industry insider or a curious observer, Daniel's expertise provides a compelling look into the current state and future trajectory of investing.   CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminv... Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-... ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

In this episode, I talk with Sharon Riddle, a seasoned real estate investor, as she unveils the 4 key components of a successful real estate investment that simply can't be overlooked. With over 30 years of experience in providing business solutions, Sharon shares invaluable insights from her journey, emphasizing property analysis, acquisition, rehab, and management.  Co-founder of Excalibre Investments of Texas, she transitioned from single-family to multifamily real estate, amassing over 3,500 units.   HIGHLIGHTS FROM THE EPISODE 02:10 - How Sharon got started in multifamily real estate 03:46 - Underwriting single family deals 05:21 - Paying attention to what GPs are doing 07:38 - LP side and GP side real estate 09:40 - What sparked a transition for her 13:05 - Real estate professional designation 17:43 - Outlook on deal reserves 20:48 - Words of wisdom for new investors 25:24 - Today's Market location opportunities 28:22 - Contact Sharon   CONNECT WITH THE GUEST Website: https://excalibretexas.com/   CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminv... Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-... ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

In this insightful episode, join Angel Gonzalez, a seasoned veteran with over 19 years of financial expertise, as he unveils the intersection of manufacturing trends and industrial real estate. From his beginnings in a diverse financial career to venturing into the dynamic realm of commercial real estate and syndication, Angel's journey is a masterclass in adaptability. With a unique blend of Fortune 500 experience and military service skills, Angel discusses the impact of his Army background on his strategic approach to finance. From financial reporting to process improvement, his comprehensive skill set has made him a formidable force in the industry. Tune in to gain valuable insights into the evolving landscape of industrial real estate, guided by Angel's wealth of experience and dynamic perspective. CONNECT WITH THE GUEST Website: https://www.keystoneprivatecapital.com/                  CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminv... Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-... ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Join Joel Friedland as he unveils the blueprint for constructing an all-weather real estate portfolio. With a remarkable 42-year record of accomplishment in industrial real estate, Joel co-founded Epic/Savage Realty Partners, mentoring and leading 60 professionals. Having overseen over $250 million in acquisitions, Joel's approach involves fully syndicated deals with 0% debt, a rarity in real estate. Through Brit Properties, he prioritizes conserving principal while ensuring an ~8% cash return and potential upside for his investors. Learn from Joel's wealth of experience and hyper-conservative strategy in navigating the ever-changing landscape of real estate investing.   HIGHLIGHTS FROM THE EPISODE 02:15 - How Joel got started in real estate 04:50 - Industrial real estate asset class 09:02 - The biggest contribution to his success 14:09 - Real estate strategies 17:48 - Living true to yourself 20:55 - Long term performance 25:28 - Contact Joel   CONNECT WITH THE GUEST Website: https://britproperties.com/                    CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminv... Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-... ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

In this episode,  join us for a deep dive into building a passive income blueprint with Flint Jamison, a former aerospace engineer turned real estate entrepreneur. With a 20-year career in aerospace, including designing the wing structure of the Boeing 787, Flint's journey shifted towards real estate in 2018. Purchasing cash-flowing properties and transitioning to commercial real estate, Flint unlocked an efficient path to financial freedom, liberating himself from burnout. Now the founder of Vestus Capital, Flint guides engineering leaders to reclaim their time and achieve financial peace through strategic, passive real estate investments. Learn the secrets to crafting your own income blueprint and living life by design.   HIGHLIGHTS FROM THE EPISODE 01:44 - How Flint got started in real estate 03:51 - First deal & long distance investment 07:00 - His syndication journey 09:32 - Lessons learned from being an LP 12:01 - Team building 15:44 - The next thing his syndication get him to 22:37 - Contact Flint   CONNECT WITH THE GUEST Website: https://vestuscapital.com/                  CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminv... Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-... ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

In this episode, we dive into the dynamic world of real estate with Trevor Thompson as he unveils the "Earn And Learn Strategy for Real Estate Investors." Originally from Niagara Falls, Canada, Trevor is now based in Austin, TX, and is a Limited Partner on 20 funds, spanning apartments, retail, land, storage, medical centers, and single-family homes. As a General Partner on 2 syndications, he manages 141 doors. With 45 years of experience, including opening 45 iFLY Indoor Skydiving locations, Trevor's passion lies in empowering others to attain financial independence through real estate investing. Join us to discover the strategies and insights that propel success in this ever-evolving industry.   HIGHLIGHTS FROM THE EPISODE 01:33 - How Trevor got started in real estate 06:24 - Finding a real estate group 10:34 - Meeting mentors 16:55 - Early passive investment deals 20:23 - Meaning of earn and learn 30:58 - Contact Trevor Thompson   CONNECT WITH THE GUEST Website: https://niagara-investments.com/                  CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminv... Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-... ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

In this power-packed episode, we sit down with the remarkable Dustin Heiner, founder of Master Passive Income, Real Estate Wealth Builders Conference (REWBCON), and Successfully Unemployed. Dustin, a seasoned real estate investor, shares the secrets behind building an automatic 6-figure real estate investing business.  Having achieved financial freedom by generating passive income, Dustin quit his job at 37. Now, through his podcast, YouTube channel, books, courses, and coaching, he empowers others to follow suit. Join us to learn actionable insights and strategies to leverage real estate rental properties for financial independence and live your dream life.   CONNECT WITH THE GUEST Website: https://www.masterpassiveincome.com/                  CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminv... Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-... ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

In this insightful episode, we sit down with Marcelo Valdez, the founder and owner of Nextwave Home Buyers. A U.S. Marine Corps Veteran and a Gulf War Lieutenant, Marcelo brings a unique perspective to real estate investing. With over two decades in San Diego, he's a proud supporter of the Chargers and Padres, and he's deeply rooted in "America's Finest City." Marcelo's background in General Engineering from the U.S. Naval Academy and his General Contractor's license make him a powerhouse in real estate. His construction company focuses on property improvement, providing clients with peace of mind when tackling post-escrow property issues. Join us as Marcelo Valdez sheds light on the crucial aspects real estate investors should know about Accessory Dwelling Units (ADUs).    CONNECT WITH THE GUEST Website: https://www.nextwavehomebuyers.com/                  CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminv... Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-... ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Logan Freeman, the key principal, co-founder, and Chief Development Officer of FTW Investments, is a driving force behind the company's acquisitions and investment strategies. With over six years of real estate investing experience, Logan has successfully managed a portfolio of over $50 million and acquired over 225 doors in just over a year. His entrepreneurial journey began after a successful collegiate football career and a stint in the NFL as an undrafted free agent with the Oakland Raiders. In this episode, Logan shares his expertise on crafting effective investment strategies. Whether you're an aspiring investor or looking to refine your investment approach, this discussion offers invaluable insights.   HIGHLIGHTS FROM THE EPISODE 01:29 - Who is Logan Freeman? 05:27 - After adversity comes success 13:21 - Confidence is the key 16:59 - Investor appetite 20:26 - Private placement investments 24:24- Contact Logan Freeman   CONNECT WITH THE GUEST Website: https://ftwinvestmentsllc.com/                  CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminv... Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-... ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

In this episode, I talk with  Ken Gee, the founder and managing partner of KRI Partners and the KRI group of companies, brings over 24 years of extensive experience in real estate, banking, private equity transactions, and principal investing. His impressive track record encompasses transactions valued at over $2.0 billion, with a focus on multi-family real estate projects. Ken has also played a pivotal role in due diligence and transaction structure planning for private equity firms specializing in small and middle markets. Join us as Ken shares invaluable insights into building wealth through passive investments and unravels the secrets to success in the world of real estate and private equity. Whether you're a seasoned investor or just starting your journey, this episode is packed with wisdom and knowledge that will empower you to make informed, wealth-building decisions. HIGHLIGHTS FROM THE EPISODE 01:57 - How Ken got started in real estate 03:40 - Ken's W2 experience 06:48 - Taking something on your own 09:10 - Discipline and habits 10:33 - Ken's company and their focus 13:27 - Understanding strategies 16:15- What is a fund 24:08- Communication is key 28:03- Contact Ken CONNECT WITH THE GUEST Website: kripartners.com                  CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminv... Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-... ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Join us for an enlightening episode as I sit down with Ryan Gibson, the President, Chief Investment Officer, and Co-Founder of SIG (Spartan Investment Group). Ryan's extensive experience in organizing over $200 million of private equity for Spartan's projects and his knack for managing developments in challenging markets make him an expert in the field. Ryan shares insights on how self-storage investments can outperform in the realm of real estate. As the driving force behind investor relations and capital raises for SIG projects, Ryan's expertise is unmatched. His unique perspective, coupled with his background as a commercial airline pilot and his business degree from Mercyhurst University, promises a wealth of knowledge. HIGHLIGHTS FROM THE EPISODE 01:20 - Ryan's journey into real estate 05:00 - Key drivers of self storage 09:50 - Convenience of self storage 18:10 - Self storage business plans 21:30 - Evaluating business deals 27:50 - Contact Ryan CONNECT WITH THE GUEST Website: https://spartan-investors.com/                  CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Ready to break free from the daily grind and transform your life? Join us for an enlightening episode featuring Derek Clifford, a seasoned real estate investor, author, and podcast host, as he shares the four game-changing steps that can help you reclaim your time and financial independence. Derek, with over 400 apartment units and assets exceeding $50 million under management, is living proof that it's possible to leave the 9-to-5 behind and achieve your real estate dreams. As the founder of Elevate Equity and host of "Elevate Your Equity," his insights are invaluable for those looking to follow in his footsteps. Tune in as Derek breaks down his journey and unveils the secrets to transforming a busy life into one of financial freedom through real estate investing. HIGHLIGHTS FROM THE EPISODE 02:20 - Derek's journey into real estate 08:10 - Real estate misconceptions 13:05 - Foundation of investor mindset 16:22 - Vital key roles 20:35 - Leveraging your spouse 26:00 - Contact Derek CONNECT WITH THE GUEST Website: https://elevateequity.org/                  CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Join us in this insightful podcast episode where we dive into the world of real estate investing, with seasoned experts having a proven track record in the industry. Five indispensable tips that every aspiring and experienced real estate investor should know. Drawing from years of experience and success, these tips are the keys to thriving in the competitive real estate market. Whether you're looking to start your real estate journey or enhance your current investments, this podcast is a must-listen. Expertise and practical advice will empower you to make informed decisions and achieve your real estate investment goals. Tune in now to take your real estate game to the next level!                  CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Join us for an enriching podcast episode featuring Spencer Hilligoss, CEO and Co-Founder of Madison Investing, an accomplished syndicator, investor, and renowned speaker. Spencer draws from his extensive experience as a former technology executive, having built high-performing teams across multiple companies, including software "unicorns" valued at over $1 billion. In this engaging conversation, Spencer shares invaluable insights on how to construct your own financial moat, ensuring your financial security and growth. He delves into strategies for wealth preservation, syndication, and investor relations, drawing from his membership in the 2023 Forbes Business Council and his role as a Registered Representative of Finalis Securities LLC. Tune in to discover the keys to building financial resilience and success with Spencer Hilligoss as your expert guide. HIGHLIGHTS FROM THE EPISODE 01:44 - Spencer's journey into real estate 05:26 - Active vs passive investing 11:00 - Critical skills for building a business 15:00 - Importance of a financial moat 20:50 - Real estate syndication 25:07 - Contact Spencer CONNECT WITH THE GUEST Website: https://www.madisoninvesting.com/                  CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Join us for a deep dive into the world of passive real estate investing with the seasoned expert, Taylor Loht. Taylor, renowned for his multifamily and self-storage property investments, hosts the "Passive Wealth Strategy" podcast and boasts a diverse portfolio spanning key markets like Dallas, Houston, Atlanta, Phoenix, and mid-Michigan. In this enlightening podcast episode, Taylor shares his wealth-building strategies that have helped him raise investor capital through syndication models. Discover how Taylor's value-add approaches have consistently elevated net operating income and property values. Taylor's insights cover critical topics such as market selection, the importance of a well-executed business plan, and navigating interest rate trends. Whether you're a novice or seasoned investor, Taylor's expertise offers valuable guidance to enhance your real estate investment game. Tune in now to unlock the secrets of passive wealth generation in the real estate realm and take your investment strategy to the next level. HIGHLIGHTS FROM THE EPISODE 01:44 - Taylor's journey into real estate 05:43 - Investments process and types of investments 09:36 - Active vs passive investing 16:14 - Passive investments red flags 21:36 - Deal makers and breakers 25:07 - Contact Taylor CONNECT WITH THE GUEST Website: https://www.Passiverealestatecourse.com Podcast: Passive Wealthy Strategy Show                   CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Join us for an inspiring episode as we sit down with Brian Wagers, a multifaceted real estate investor whose journey from Cincinnati, OH, to becoming a top sales professional, reflects his unwavering dedication to success. With a background in Business Economics and Psychology from the University of Kentucky, Brian's investment journey began in Northwest Arkansas, where he's now a respected figure in the real estate arena. Brian's impressive portfolio growth includes managing 500 units before venturing into syndication, where he's contributed to over $200 million in apartment transactions, totaling 2,000 units. As Chief Investment Officer (CIO) at Elevate, Brian excels in educating investors on wealth-building through multifamily real estate. In this episode, Brian not only reveals his insights into growing net worth but also guides busy professionals and business owners on leveraging tax benefits and depreciation losses through real estate investments. Discover the keys to passive investment success and holistic well-being as Brian shares his passion for fitness, family, and finance. Don't miss this enriching conversation! HIGHLIGHTS FROM THE EPISODE 01:44 - Brian's journey into real estate 07:56 - His role in a team 10:26 - Deal flow 14:16 - Passive investors 21:56 - Bonus depreciation 25:37 - Contact Brian CONNECT WITH THE GUEST Website: https://www.elevatecig.com                  CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Join us in this captivating episode featuring Sief Khafagi, a former tech powerhouse at Facebook who transitioned into real estate investing. Sief, now the founder of Techvestor, is on a mission to help accredited real estate investors and busy professionals diversify their portfolios with short-term rentals, specifically Airbnbs. In this insightful conversation, Sief shares how you can passively invest in hundreds of Airbnbs with investments as low as $25,000. Discover how Techvestor leverages cutting-edge technology to underwrite over 100,000 properties monthly, securing the best deals for investors. With insights from industry experts and an impressive $37 million in first-year funding, Techvestor is poised to lead the institutionalization of short-term rentals. Don't miss this chance to explore a groundbreaking approach to real estate investment at techvestor.com and revolutionize your financial future. HIGHLIGHTS FROM THE EPISODE 02:44 - Sief's tech background brings a competitive advantage in real estate. 04:49 - Opportunity in short-term rental sector disruption. 08:49 - Market data drives powerful software for success. 11:01 - Eight-year North Star predicts competitiveness and trends. 15:05 - Fund operator prioritizes guest experience, data-driven decisions. 19:15 - Faster growth, lower costs, attracting institutional buyers. CONNECT WITH THE GUEST Website: https://www.techvestor.com                  CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Join us for an amazing episode featuring Lane Kawaoka, a seasoned investor and engineer who transitioned from the corporate world to full-time real estate investing. Lane's journey from engineering to real estate entrepreneurship is an inspiring tale of pursuing financial freedom. In this insightful conversation, Lane shares his experiences and expertise in passive real estate investing, shedding light on the distinction between cashflow and appreciation investments. Discover how his strategic move into syndications investing, focused on affordable housing, has created opportunities for everyday investors to access lucrative deals once reserved for the wealthy. If you're curious about whether passive real estate investing aligns with your financial goals, this episode provides invaluable insights to help you decide. Tune in now to explore the path to financial independence through smart real estate investments! HIGHLIGHTS FROM THE EPISODE 1:27 - How Lane got into real estate 4:36 - Challenges with turnkey model 7:55 - Process of becoming a syndicator 13:44 - Tips for passive investors 18:28 - Today's market 24:35 - Contact Lane CONNECT WITH THE GUEST Email: lane@simplepassivecashflow.com Website: simplepassivecashflow.com                  CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Join us for an enlightening podcast with Tim Little, a real estate investor who transformed his financial trajectory from student debt to a staggering $90 million real estate portfolio. Tune in as Tim shares his expert insights on breaking free from the landlord trap, discussing his journey from passive investing to wealth creation. Gain valuable strategies and inspiration to pave your own path towards financial freedom. Whether you're buried in debt or seeking investment avenues, this episode offers actionable advice to propel your journey forward. Don't miss this opportunity to learn from Tim's remarkable success story! HIGHLIGHTS FROM THE EPISODE 1:27 - How Tim got into real estate 5:48 - His plan to get out of debt 9:58 - Student loan to 90 million in real estate 16:38 - The landlord trap 20:28 - Questions passive investors should be asking 22: 58 - His objectives 26:38 - Contact Tim CONNECT WITH THE GUEST Email: tim@zonainvestments.com                  CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Tune into this inspiring episode featuring Daniel Nickles, as he shares profound insights from his Ironman training journey. Daniel's experiences transcend sports, offering lessons applicable to life's challenges. Discover the mindset, discipline, and resilience that propels Ironman athletes to success, and learn how these principles can empower your personal and professional endeavors. Join us for an engaging conversation that uncovers the transformative power of endurance sports, helping you conquer your own feats. Don't miss this opportunity to tap into Daniel's wisdom and elevate your approach to life's race! HIGHLIGHTS FROM THE EPISODE 01:40 Benefits of doing something physically challenging 4:50 How to get out of your comfort zone 7:50 Similarities between investing and triathlon 11:50 How to overcome your biggest challenge 14:00 Worst environment for training 16:00 Consistency is key 22:10 Creating momentum   CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ -------------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Discover the keys to successful real estate investing in this enlightening podcast featuring Charles Carillo, a true powerhouse in the industry. As the founder of Harborside Partners and a veteran with a track record of over $200 million in real estate transactions, Charles brings a wealth of expertise in revitalizing multifamily and commercial properties. Join us as Charles dives into strategies to sidestep the most common pitfalls that real estate investors encounter. With his hands-on experience and extensive passive investments across diverse asset classes, including commercial real estate and emerging tech startups, Charles offers invaluable insights for both novice and seasoned investors. Host of the acclaimed "Global Investors" podcast, Charles combines interviews with successful investors and weekly strategy episodes to provide a comprehensive guide for aspiring real estate moguls. Don't miss this opportunity to learn from a seasoned pro and elevate your investment game. HIGHLIGHTS FROM THE EPISODE 1:27 - How Charles got into real estate 4:18 - What he learned during his journey 7:11 - Self managing experience 12:10 - How his role changed as a real estate investor 13:48 - Mistakes made in real estate 16:20 - Strategies to mitigate risks 20: 00 - His objectives 21:45 - Contact Charles CONNECT WITH THE GUEST Website- https://harborsidepartners.com/                  CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

In this insightful episode, we sit down with Chad Zdenek, a multi-talented professional with an impressive background as a registered Professional Engineer, licensed General Contractor, and former CEO of Mobile Illumination. Chad's journey started in Construction Management and Structural Engineering, where he worked on groundbreaking projects like the Space Shuttle Main Engines for Boeing. Hailing from Los Angeles, Chad has witnessed the pressing need for multifamily units, spurring him to utilize his expertise in construction and engineering to make a difference. He shares how his extensive background helped him assemble deals to enhance apartment housing, benefiting both communities and stakeholders while creating passive income streams. Tune in to learn how Chad's wealth momentum strategy, driven by maximizing shareholder value and improving apartment living, can pave the way for successful passive income endeavors. Whether you're a seasoned investor or just starting, this podcast offers valuable insights into leveraging various skills to create long-term wealth through passive income opportunities. HIGHLIGHTS FROM THE EPISODE 1:27 - How Chad got into real estate 4:18 - What he learned during his journey 6;08 - What contributed most to his success 10:56 - Real estate asset classes 12:38 - Due diligence before investing 17:08 - Assets with great returns in the future 20:06 - Distress property opportunities 22:48 - His objectives 24:26 - Contact Chad CONNECT WITH THE GUEST Website- https://www.csqproperties.com/                  CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Join us in this enlightening podcast episode as we sit down with Andrew Keel, a seasoned real estate investor with a remarkable journey from a Central Florida real estate apprentice to a successful mobile home park investor. Andrew shares his transformative experiences in wholesaling and residential flips, which led him to the realization of the vulnerability in his business model as a house flipper. With an eagerness to diversify and create passive, recession-proof income, Andrew ventured into the world of manufactured housing. In this captivating conversation, he sheds light on the soaring demand for affordable housing, especially in the face of limited supply and redevelopments. Andrew's vision of owning over $100 million in mobile home parks and self-storage facilities makes for an inspiring and thought-provoking discussion. Tune in to discover why mobile home park investing offers a win-win scenario for both investors and residents, providing America's most affordable, non-subsidized source of housing while securing steady returns. This podcast is a must-listen for anyone seeking to gain insights into the promising world of mobile home park investments. HIGHLIGHTS FROM THE EPISODE 1:27 - How he got into mobile home parks 4:25 - How long did his first deal take 6;00 - Lessons from his fist property 8:55 - Future of mobile home parks 10:16 - Strategies for making more profit 11:56 - Cash flow play vs Appreciation play 12:46 - Buying criteria for mobile home parks  15:36 - Mistakes in mobile home park business 19:46 - Deal flow  21:00 - Objectives he wants to achieve  21:26 - Contact Andrew CONNECT WITH THE GUEST Website- https://www.andrewkeel.com/                  CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

In this episode, we are joined by the multi-talented Pranay Parikh, M.D. Pranay is not only a Physician but also a Real Estate/Venture Capital Investor, Co-Founder of Ascent Equity Group, Co-Creator of Passive Real Estate Academy, and Host of the From MD to Entrepreneur Podcast. His expertise and passion lie in collaborating with fellow physicians to foster a community focused on ethical and equitable real estate investing. With his extensive knowledge and experience, Pranay has been a sought-after speaker at conferences like the Financial Freedom Through Real Estate, where he imparts his wisdom on real estate investment strategies. Through his podcast, From MD to Entrepreneur, he provides valuable tools and resources for doctors looking to take control of their lives and finances as physician entrepreneurs. Join us in this episode as we delve into the world of real estate investing, passive income strategies, and the inspiring journey of Pranay Parikh, M.D., as he empowers physicians to achieve financial freedom through real estate entrepreneurship.   HIGHLIGHTS FROM THE EPISODE Pranay's journey into real estate 00:00 - 6:30 Ways to find the right partner 6:30 - 9:31 Why brand building is so important 9:31 - 14:26 Maximizing assistance 14:26 - 16:36 Platforms for education 16:36 - 19:07 Ascent equity future plans 19:07 - 22:10 Ways to contact Pranay 22:10 - 23:50   CONNECT WITH THE GUEST Website- https://ascentequitygroup.com   CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Multifamily properties play an essential role in today's real estate market. Marc Weisi is a co-founder of Maple Capital Partners. Marc is a bond trader turned multifamily investor who started investing in residential real estate in 2016. He and his partner switched to multifamily in 2020. They believed in serving the communities in which they invest, educating others on the wealth-building power of multifamily real estate, and making an impact along the way. In this episode, Mark will divulge his story of moving into multifamily real estate and how he got into the business. Additionally, he will talk about the challenges he encountered along the way and how he overcame them. Moreover, he will provide essential tips for building your investment portfolio. HIGHLIGHTS FROM THE EPISODE 1. Mark's journey into real estate 00:00 - 3:34 2. Reasons for investing in real estate 3:34 - 4:42 3. Challenges on the way 4:42 - 9:05 4. Portfolio building tips 9:05 - 10:50 5. Transition from the condo 10:50 - 13:27 6. Partnership 13:27 - 14:59 7. Investing in other people's deals 14:59 - 16:10 8. Limited Partner 16:10 - 20:18 9. Lessons for effective managing 20:18 - 22:19 10. Company focus 22:19 - 23:15 12. Ways to contact Mark 25:40 - 28:08 CONNECT WITH THE GUEST Website- https://investwithmaple.com/?fbclid=IwAR0S8YQ1MVoABtQ50cAJDmDvdvRNO4PvXyQErUqbcrh252R-DtM58Kj7WaQ CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

In this episode, our host Daniel Nickles discusses his personal ultimate risk tolerance test. He shares his experience of starting out as an investor, feeling a lot of resistance when it came to taking action and making offers on deals. He realized that fear of the unknown and the risk involved were holding him back. To overcome this, he developed a risk tolerance test consisting of one question that provided clarity and helped him move forward. He emphasizes the importance of recognizing uncertainty and confusion and responding with either a firm "no" or diving deeper to gain a better understanding. He cautions against doing nothing and highlights the potential negative consequences of avoiding decision-making. Additionally, he mentions that the fear of missing out on a deal should not overshadow the fact that there will always be more opportunities in the future. Finally, he warns that the habit of doing nothing can extend beyond investing and impact other areas of life, ultimately hindering personal growth. HIGHLIGHTS FROM THE EPISODE 00:00 Overcoming Fear of the Unknown 3:44 Two important responses 6:45 Just do nothing 10:19 Risk tolerance test 12:59 Ultimate risk assessment question 14:56 Importance of the question CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ -------------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Are you interested in the untapped potential of agriculture investment? Join us in this episode as Artem, a seasoned finance professional with over 14 years of experience in food, agriculture, and farmland, unveils the groundbreaking platform FarmTogether. Discover how Artem's expertise as the former CFO of Full Harvest Technologies and his background in renowned institutions like Ontario Teachers' Pension Plan, E&Y, and PwC led him to revolutionize how we invest in agriculture. In this episode, Artem takes us through his vast knowledge and entrepreneurial spirit in agriculture. With FarmTogether, Artem aims to democratize access to farmland investments, leveraging technology to empower investors. Explore the challenges and opportunities in this often-overlooked asset class as Artem shares his insights and experiences. Whether you're an investor seeking financial growth or a stakeholder passionate about a sustainable future, Artem's vision and expertise will inspire you. Join us as we unlock the opportunities in agriculture investment and pave the way for a more prosperous and sustainable future. HIGHLIGHTS FROM THE EPISODE 00:00 Artem's journey into real estate 3:34 Transition into creating farm 5:18 Farmland projects 10:15 Criteria for buying farms 13:25 Investing in farmland vs. other asset classes 18:51 Benefits of investing in farmland 20:24 Farm Together Goals for near future 22:01Ways to contact Artem   CONNECT WITH THE GUEST Website- https://farmtogether.com   CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ -------------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Get ready to dive into real estate investing as we sit down with the brilliant mind behind over $1 billion of property transactions, Mark Khuri! With a career spanning 17 years and a portfolio that includes residential and commercial investments across multiple markets in the US, Mark Khuri brings a wealth of knowledge and experience to the table. In this episode, you'll discover the strategies, techniques, and insider tips that have propelled Mark to the forefront of the real estate industry. From analyzing thousands of investment opportunities to successfully closing over 120 property deals, Mark's expertise is second to none. Join us as we delve into his journey, exploring how he sourced, acquired, and managed properties and raised capital.   HIGHLIGHTS FROM THE EPISODE 00:00 Mark's journey into real estate 3:18 Current focus 5:05 Prospects for real estate investments 8:43 Deal flow 10:57 Long term strategy 12:03 Strategy to build portfolio 16:02 Company focus for 2023 19:44 Ways to contact Mark   CONNECT WITH THE GUEST Website- https://smkcap.com   CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ -------------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

When you think of short-term rentals, you may think of Air Bnb or Vrbo, but did you know short-term rentals were around long before those companies made them popular? In this episode, I speak with Alex Jarbo, the founder and CEO of Sargon Investments, who has an MBA with a concentration in real estate development. His company, Sargon Investments, is a short-term rental resort development firm whose mission is to provide above-average, double-digit returns to our accredited investors. He's also a former Marine, a regular contributor to some of the world's top real estate investing podcasts, and the host of the YouTube channel Alex Builds, where he teaches how to build and manage short-term rentals properly. He discusses the short-term rentals he has right now, what attributed to their success, and his strategies in the current market to keep them successful. He also tells us how we can invest passively with short-term rentals and how you can get started investing in this booming asset class.   HIGHLIGHTS FROM THE EPISODE 1:20 How he got into real estate 4:27 What gave him the confidence to do long-term rentals 5:57 What he learned from his first property 8:10 What is he doing now? 10:47 How is he handling the market right now 11:53 Recommended strategy 14:26 What trends is he seeing in short-term rentals right now 16:49 Be careful who you are taking advice from 17:57 What attributed to the success of his properties 20:06 The drivability of the markets 21:43 How does he separate himself from the mom-and-pop rentals 23:19 Investing passively with short-term rentals 25:50 Contact Alex   CONNECT WITH THE GUEST Email- Alex@SargonInvestments.com LinkedIn- https://www.linkedin.com/in/alex-jarbo-28a940139/ Website- https://www.alexjarbo.com/home YouTube Channel- https://www.youtube.com/c/AlexBuilds1 Sargon Investments- https://sargoninvestments.com/   CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ -------------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Are you ready to take your multifamily investing journey to new heights? Join us in this captivating episode as we dive into multifamily real estate investing with the inspiring Senate Eskridge. Senate, a successful multifamily real estate investor, and serial entrepreneur, hails from Twin Falls, Idaho. He and his wife, Cari, have raised five children in the Magic Valley. Senate's vast experience, including owning his financial firm, has made him an ideal fit for multifamily real estate investing. He owns 513 units nationwide and has helped nearly 100 individuals from diverse backgrounds enter the multifamily real estate market. In this episode, Senate Eskridge takes us on a captivating journey into the world of real estate. From his early days in the industry, Senate shares his experiences and the pivotal moments that led him to become a successful multifamily real estate investor. Next, Senate delves into the crucial topic of deal flow in the multifamily market. He unravels the secrets behind establishing and nurturing strong relationships with brokers, providing valuable insights on navigating this aspect of the industry effectively. Next, Senate imparts invaluable tips for analyzing deals, drawing from his extensive expertise. Finally, he discusses common mistakes that investors often make during the deal analysis and guides how to avoid them.   HIGHLIGHTS FROM THE EPISODE 1. Senate's journey into real estate 00:00 - 4:39 2. Deal flow in multifamily 4:39 - 6:09 3. Relationships with brokers 6:09 - 10:31 4. Tips for analyzing deals 10:31 - 14:30 5. Common mistakes in analyzing deals 14:30 - 17:40 6. Conservative estimates 17:40 - 19:24 7. Opportunities in multifamily 19:24 - 21:32 8. Ways to contact Senate 21:32 - 22:35   CONNECT WITH THE GUEST Website- https://senateeskridge.com   CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Want to know more about successful investing in real estate and how to become a professional in real estate? Then watch our new episode with John Casmon. John Casmon launched Casmon Capital Group to help busy professionals invest in real estate without taking on a second job. As a result, they've helped families invest over $100M in multi-family apartments to create passive income, reduce their tax obligation, and foster generational wealth. John hosts the Multi-family Insights podcast. In addition, he is the co-founder of the Midwest Real Estate Networking Summit. As a former marketing executive, John oversaw marketing campaigns for General Motors, PepsiCo, and MillerCoors. In this episode, John shares his journey into real estate, starting from his early days in the industry. Moreover, he talks about his transition into multi-family properties and explains his strategy for building a successful multi-family portfolio. Next, John dives into the key features of a successful investor and highlights a common issue in growing a portfolio. Finally, he explains the benefits of passive investing in real estate syndication and advises moving forward.   HIGHLIGHTS FROM THE EPISODE 1. John's journey into real estate 00:00 - 3:57 2. Transition into multi-family 3:57 - 7:51 3. Strategy for building multi-family portfolio 7:51 - 9:50 4. Features of a successful investor 9:50 - 14:22 5. Standard issue in growing a portfolio 14:22 - 20:09 6. Passive investing in real estate syndication 20:09 - 25:22 7. Advice for Moving Forward 25:22 - 28:12 8. Ways to connect John 28:12 - 29:10   CONNECT WITH THE GUEST Website- https://casmoncapital.com LinkedIn- https://www.linkedin.com/in/multifamily-apartments-john-casmon/   CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

The oil and gas industry has historically provided high returns on investment for those willing to take on the risks that come with this industry. Grant Norwood is the founder and CEO of Norwood Energy Group. Grant handles daily operations and evaluations of Oil & Gas prospects/minerals. He has an extensive background in the Oklahoma SCOOP and STACK resource plays. As well as the Louisiana Gulf Coast and all productive areas around Texas. In this episode, Grant shares his journey into the oil and gas industry and provides an insight into the inner workings of this industry. He discusses the various challenges facing the oil and gas industry and his company's operations and investment strategies in the oil and gas industry. HIGHLIGHTS FROM THE EPISODE 1. Grant's journey into oil and gas 00:00 - 4:53 2. Insight into oil and gas industry 4:53 - 8:12 3. Challenges for oil and gas 8:12 - 14:02 4. Company operations 14:02 - 16:21 5. Investment strategies 16:21 - 24:55 6. Norwood Energy's focus 24:55 - 26:15 7. Ways to connect Grant 26:15 - 28:02   CONNECT WITH THE GUEST Website- https://norwoodenergycorp.com LinkedIn- https://www.linkedin.com/in/grant-norwood-999a13186/   CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Awareness of real estate risks can help individuals make informed decisions and protect their financial interests. Christopher Larsen is the founder and Principal of Next-Level Income. Since "retiring" after 18 years in the medical device industry, he has dedicated his time to helping others become financially independent through education and investment opportunities. Chris has been investing in and managing real estate for over 20 years. While completing his degree in Biomechanical Engineering and M.B.A. in Finance at Virginia Tech, he bought his first single-family rental at age 21. After that, Chris expanded into development, private lending, buying distressed debt and commercial office, and ultimately syndicating commercial properties. He began syndicating deals in 2016 and has been actively involved in over $1B of real estate acquisitions. In addition to real estate, Chris owns multiple car wash locations across the Southeast. Chris lives with his wife and two boys (and Viszla, Lucy!) in Asheville, NC, where he loves spending time with them outdoors and enjoying the food and culture the region offers. In this episode of the podcast, Chris takes us on his journey into the world of real estate, discussing his personal experiences and the lessons he has learned along the way. He also delves into the concept of mutual engineering and how it can be applied in real estate, as well as the market's current state and risk mitigation techniques. Finally, Chris shares insights into the potential opportunities in the multifamily sector and highlights some prospective markets worth considering. HIGHLIGHTS FROM THE EPISODE 1. Chris' journey into real estate 00:00 - 3:23 2. Mutual engineering 3:23 - 6:11 3. Market state 6:11 - 8:40 4. Risk mitigation techniques 8:40 - 12:04 5. Opportunities in multifamily 12:04 - 15:06 6. Prospective markets 15:06 - 17:03 7. Car washes 17:03 - 22:07 8. Ways to connect Chris 22:07 - 23:24   CONNECT WITH THE GUEST Website- https://nextlevelincome.com   CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Investing in self-storage assets can provide investors with a stable income stream, diversify their portfolios, and offer opportunities for capital appreciation. Fernando Angelucci worked at Dow Chemical, a Fortune 50 company, rolling out a flagship product estimated to gross $1B in global revenues. At 23, Fernando left the 9-5 world and started investing in residential real estate by acquiring residential rentals and acquiring, renovating, and selling residential projects. Fernando then went on to build a multi-family rental portfolio spanning the Midwest. In preparation for the next down cycle, Fernando and the team divested from residential real estate to focus on self-storage. Fernando graduated from the University of Illinois at Urbana-Champaign in 2013 with a B.A. degree in Technical Systems Management. Fernando currently resides in Chicago, IL. In this episode, our guest Fernando Angelucci talks about the macroeconomic trends in the U.S. that are driving the demand for self-storage. In addition, he noted that there are some challenges, such as competition from new self-storage facilities and changing consumer behavior due to technological advancements.   HIGHLIGHTS FROM THE EPISODE 1. Fernando's journey into real estate 00:00 - 4:25 2. Why self-storage 4:25 - 6:42 3. Benefits over other asset classes 6:42 - 12:27 4. Historical trends of self-storage 12:27 - 18:45 5. Effective strategies 18:45 - 29:15 6. Contact Fernando 29:15 - 31:27   CONNECT WITH THE GUEST Website- https://ssse.com   CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Passive income can provide a steady stream of income that can help individuals maintain financial stability, especially during times of crisis, such as a job loss or unexpected expenses. Dave Wolcott started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge Wall Street's traditional financial planning advice. He then started an obsessive journey to understand how the top one percent built wealth. A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets, and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having freedom of money, but freedom of purpose, time, and relationship. Today, Dave is the Founder and CEO of Pantheon Investments. He is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the stock market's volatility. Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life, and hosts the top-rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast. In this episode, our guest Dave Wolcott will share his experience in investing, talk about the strategies he applies, and delve into the phases of a wealth strategy. HIGHLIGHTS FROM THE EPISODE 1. Dave's journey into investing 00:00 - 6:17 2. Life by design 6:17 - 7:53 3. Benefits of oil and gas 7:53 - 13:33 4. Phases of wealth strategy 13:33 - 31:53 5. Ways to connect Dave 31:53 - 33:26   CONNECT WITH THE GUEST Website- https://pantheoninvest.com   CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Real estate is one of the most profitable market investment types. Jack Krupey has invested in real estate and distressed debt since 2001. He has built long-term relationships with experienced real estate developers, sponsors, and syndicators over his 20+ year career. Jack leveraged the 2008 financial crisis as part of a private equity fund that yielded impressive returns from distressed and restructured debt. He repositioned properties as well as modified and restructured loans for borrowers. In 2014, Jack entered into a partnership with a large private equity fund and led the firm's asset management arm that made over 3 billion dollars in purchases of non-performing and re-performing mortgage debt between 2015 and 2019. Jack, an entrepreneur by nature, decided to start JK Asset Management to focus on alternative assets such as value-add multifamily real estate. He then launched the JKAM Diversified Real Estate Fund in September 2020 and is launching a 2nd Diversified Fund in 2022. In this episode, our guest Jack will share his real estate experience and tips for those who want to get started in this field but need to know how. Moreover, Jack will delve into the topic of alternative investment asset classes and provide insight into those assets that he thinks are the most prospective. HIGHLIGHTS FROM THE EPISODE 1. Jack's journey into investing 00:00 - 3:36 2. Defining moment in life 3:36 - 7:05 3. Tips for investing 7:05 - 9:36 4. Alternative investments 9:36 - 14:48 5. Advice how to get started 14:48 - 19:46 6. Prospective alternative assets 19:46 - 23:10 7. Ways to contact Jack 23:10 - 24:59   CONNECT WITH THE GUEST Website- https://jkaminvestments.com   CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Multifamily properties play an essential role in today's real estate market. Marc Weisi is a co-founder of Maple Capital Partners. Marc is a bond trader turned multifamily investor who started investing in residential real estate in 2016. He and his partner switched to multifamily in 2020. They believed in serving the communities in which they invest, educating others on the wealth-building power of multifamily real estate, and making an impact along the way. In this episode, Mark will divulge his story of moving into multifamily real estate and how he got into the business. Additionally, he will talk about the challenges he encountered along the way and how he overcame them. Moreover, he will provide essential tips for building your investment portfolio.   HIGHLIGHTS FROM THE EPISODE 1. Mark's journey into real estate 00:00 - 3:34 2. Reasons for investing in real estate 3:34 - 4:42 3. Challenges on the way 4:42 - 9:05 4. Portfolio building tips 9:05 - 10:50 5. Transition from the condo 10:50 - 13:27 6. Partnership 13:27 - 14:59 7. Investing in other people's deals 14:59 - 16:10 8. Limited Partner 16:10 - 20:18 9. Lessons for effective managing 20:18 - 22:19 10. Company focus 22:19 - 23:15 11. Outlook for multifamily 23:15 - 25:40 12. Ways to contact Mark 25:40 - 28:08   CONNECT WITH THE GUEST Website- https://investwithmaple.com/?fbclid=IwAR0S8YQ1MVoABtQ50cAJDmDvdvRNO4PvXyQErUqbcrh252R-DtM58Kj7WaQ   CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Good relationships with partners greatly impact the success of any business or project. Dave Codrea is co-founder of Greenleaf, an Atlanta-based real estate investment firm. From the beginning, Dave built Greenleaf to provide quality affordable housing that offers unique compassion and partnership with residents. Since its inception as a two-man venture, Greenleaf has grown its geographic footprint to encompass several states in the Southeastern US. The growing portfolio currently includes Apartments, Mobile Homes, and Commercial properties. Our investment, management, and construction platforms work in sync providing top-level customer experience, impressive investment returns, and a culture of innovation and goal setting. In this episode, Dave will talk about managing different asset classes, the importance of being well-informed about the area, and ways it can assist in real estate. Furthermore, he will discuss the risks in commercial real estate and how to identify them.   HIGHLIGHTS FROM THE EPISODE 1. Dave's journey into real estate 00:00 - 2:08 2. Focus of the company 2:08 - 4:02 3. Managing different asset classes 4:02 - 6:42 4. Rent growth 6:42 - 8:49 5. Importance of locality knowledge 8:49 - 10:56 6. Biggest risk in commercial real estate 10:56 - 12:47 7. Risk recognition 12:47 - 16:36 8. Strategy for businesses 16:36 - 19:00 9. Tip for LP investors 19:00 - 22:12 10. Goals for 2023 22:12 - 24:01 11. Ways to contact Dave 24:01 - 24:58   CONNECT WITH THE GUEST LinkedIn- https://www.linkedin.com/in/davidcodrea/ Website- https://www.gogreenleafmanagement.com   CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Tax planning is an integral part of financial planning, which is essential to the success of a business. Natalie Kolodij is an IRS Enrolled Agent who working exclusively with Real Estate Investors for almost a decade. An active real estate investor and FIRE enthusiast, she understands the need to pay as little tax as legally possible while ensuring you continue to qualify for the financing you need to grow. In this episode, Natalie will share the benefits of using tax strategies, discuss questions for real estate investors, and advise real estate investors and bookkeeping guidance. Furthermore, she will provide details on short-term rentals and how the “lazy 1031” can benefit passive investors.   HIGHLIGHTS FROM THE EPISODE 1. Natalie's journey into real estate 00:00 - 3:01 2. Seeking tax guidance 3:01 - 4:59 3. Questions for real estate investors 4:59 - 7:08 4. Advice for real estate investors 7:08 - 9:40 5. Recommendations for bookkeeping 9:40 - 11:31 6. Key points of short-term rentals 11:31 - 16:16 7. CPA and tax strategies 16:16 - 19:40 8. Definition of 1031 19:40 - 24:02 9. Ways to contact Natalie 24:02 - 25:30   CONNECT WITH THE GUEST LinkedIn- https://www.linkedin.com/in/nkolodij/ Website- kolotax.com   CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Investing in short-term rentals can help diversify your investment portfolio. Leslie Ann Morris began her investment journey in Smokey Mountain while earning an MBA from the University of Southern California and working as a commercial banker in Los Angeles. For over twenty years, Leslie has helped high-profile clients like SpaceX and negotiated a $50 million private-equity deal. She applies the same underwriting strategy to building her growing real estate portfolio. In addition, she is sharing her playbook to encourage others to do the same, creating passive income from short-term rentals. From the moment she closed her first investment cabin in 2019, she knew she had made the right choice. The cash flow allowed her to quickly grow her portfolio to double digits and a value of $7 million in less than three years. In addition, Leslie fell in love with Tennessee and moved there in 2020. She quickly founded two sister companies: a real estate acquisition company, Invest in the Smoky Mountains, and Josh's Cabins Management, a full-service property management company. Her one-stop store allows out-of-state investors to create passive income by offering concierge-style services to guests without the hassle of self-management. In this episode, Leslie will talk about her journey into real estate, the benefits of short-term rentals, and how to deal with possible downturns. Likewise, she'll share tips for those planning to start investing in real estate and talk about her plans for 2023.   HIGHLIGHTS FROM THE EPISODE 1. Leslie's journey into real estate 00:00 - 3:50 2. Short-term rental market 3:50 - 8:21 3. Smoky Mountain property 8:21 - 11:43 4. Market expectations for the next year 11:43 - 14:58 5. Navigating a potential downturn 14:58 - 18:18 6. Short-term rental investor options 18:18 - 21:15 7. Tips for potential investors 21:15 - 23:38 8. Business focus for 2023 23:38 - 25:02 9. Ways to contact Leslie 25:02 - 26:06   CONNECT WITH THE GUEST LinkedIn- https://www.linkedin.com/in/leslieannemorris Website- https://leslieannemorris.com   CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ ----------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Having time freedom is essential for achieving a healthy work-life balance, pursuing personal growth and development, and living a meaningful life. David McIlwaine is the owner of Colorado Realty Experts, managing a residential real estate brokerage business serving the southern Denver metropolitan area. His portfolio currently includes properties in the Southeast and Midwest. David's real estate industry experience spans over 20 years, and all of the knowledge and insights he possesses come from first-hand sources. In this episode, David will share his own long journey in real estate that has led him to time freedom. In addition, he'll give an overview of the benefits of rebuying.   HIGHLIGHTS FROM THE EPISODE 1. David's journey into real estate 00:00 - 9:17 2. The way to freedom 9:17 - 12:45 3. Mistakes of high earning people 12:45 - 19:41 4. Useful tools for professionals 19:41 - 25:52 5. Ways to contact David 25:52 - 27:08   CONNECT WITH THE GUEST LinkedIn- https://www.linkedin.com/in/david-mcilwaine/ Website- https://www.macassets.com   CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ -------------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Like any other job, working in real estate requires a lot of knowledge to guide you through the process. Stewart Heath is the CEO of Harvard Grace Capital. He is also an entrepreneur with more than 30 years of experience. Stewart's mission is to the partnership with professionals who want to generate passive income through real estate investing. In this episode, Stewart will share his business experience during the challenging crisis of 2008 and the lessons he learned from that time. Furthermore, he will discuss what inspired him to start his company and its focus.   HIGHLIGHTS FROM THE EPISODE 1. Stewart's journey into real estate 00:00 - 5:46 2. Portfolio in times of crisis 5:46 - 8:40 3. Lessons from the crisis 8:40 - 12:40 4. Current situation vs. the 2008 crisis 12:40 - 16:26 5. Reasons for founding the firm 16:26 - 19:42 6. Tennessee Valley 19:42 - 23:53 7. Company focus for 2023 23:53 - 24:54 8. Ways to contact Stewart 24:54 - 25:50   CONNECT WITH THE GUEST LinkedIn- https://www.linkedin.com/in/stewartoheath/ Website- https://www.harvardgrace.com/   CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ -------------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

Many people choose to invest in real estate as a way to build wealth and generate passive income through rental properties. Caleb Johnson has been an entrepreneur since the age of 18. He founded Red Sea Capital Group in 2022. In 2021, Caleb joined NK Development Group, where he helped raise capital and acquire properties. This has allowed the company to grow to over 450 units in 2 years. Caleb's mission is to be a faith-based professional, committed to investors and relationship building. In this episode, Caleb shares his story of getting into entrepreneurship at a young age. He will discuss his goals and accomplishments, including his company, founded in 2022, and its current and future activities.   HIGHLIGHTS FROM THE EPISODE 1. Caleb's Journey into real estate 00:00 - 3:40 2. Acquisition of real estate 3:40 - 8:44 3. Switching to a different path 8:44 - 11:14 4. Red Sea Capital Group's future strategy 11:14 - 14:10 5. The future of value-added strategies 14:10 - 16:32 6. Level of deal flow 16:32 - 18:38 7. Deal strategy 18:38 - 20:58 8. Company goals for 2023 20:58 - 23:48 9. Ways to contact Caleb 23:48 - 24:47   CONNECT WITH THE GUEST LinkedIn- https://www.linkedin.com/in/caleb-johnson-7b7300205/ Website- https://redseacapitalgroup.com/due-diligence/ https://redseacapitalgroup.com     CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/   -------------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

In this Off The Beaten Path Episode, Caleb Johnson shares tips and resources for investors and entrepreneurs looking for success. Want to learn more about passive income? Check out our FREE GUIDE - The Passive Investor's Handbook Click here to access: https://upstreaminvestor.com/

Investing is crucial to increasing your wealth and achieving your goals, one of which is financial freedom. Jared Asch is the founder and managing partner of Capstone Government Affairs, a full-service consulting firm with a nationwide reach. He is a recognized leader in his field and specializes in building partnerships and guiding his clients through state and local governments' complex procurement, legislative and regulatory processes. Jared's clients work in a wide variety of industries. His specialty is opening doors and closing deals. In this episode, Jared shares essential information on how to find investors and build long-term relationships with them. In addition, we'll go over how to determine if an investor is right for you.   HIGHLIGHTS FROM THE EPISODE 1. Jared's Journey into real estate 00:00 - 2:55 2. Connection building skills 2:55 - 4:08 3. What to focus on in a conversation with an investor 4:08 - 6:18 4. Unsuitable investor 6:18 - 10:15 5. Experience of providing capital preservation 10:15 - 12:21 6. Follow-up process with investors 12:21 - 15:50 7. How to build and keep long-term relationships 15:50 - 17:55 8. Concerns about the market 17:55 - 20:35 9. Advice for passive real estate investors 20:35 - 22:10 10. Crown Capital's plans for 2023 22:10 - 23:17   CONNECT WITH THE GUEST LinkedIn- linkedin.com/in/jaredasch Website- https://www.capstonegov.com   CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/   -------------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

In this Off The Beaten Path Episode, Jared Asch shares tips and resources for investors and entrepreneurs looking for success. Want to learn more about passive income? Check out our FREE GUIDE - The Passive Investor's Handbook Click here to access: https://upstreaminvestor.com/

Have you ever thought about starting your own real estate business? If you love helping others and want to help make a difference in the lives of others, consider Assisted Living Facilities. Loe Hornbuckle is the CEO and founder of Sage Oak Assisted Living and Memory Care. Sage Oak was founded in 2015. It is a "boutique senior care company" with 5 locations in Dallas and 40 beds. The company provides a comfortable environment where seniors can feel at home and receive the care and dignity they deserve. Sage Oak also has two new 300-bed boutique projects in Texas and Louisiana with an estimated value of $45 million. In this episode, Loe will share her experience in Assisted Living, what the business of Assisted Living is based on, and what services are available. He will also reveal the secrets of his company's success and its ideology.   HIGHLIGHTS FROM THE EPISODE 1. Loe's Journey into real estate 00:00 - 2:50 2. Start of real estate activities 2:50 - 4:40 3. How Loe became involved in assisted living 4:40 - 9:35 4. How to be successful in assisted living 9:35 - 16:35 5. Customer-focused service business 16:35 - 19:30 6. How it looks to provide assisted living 19:30 - 23:18 7. The company's strategy for 2023 23:18 - 26:30 8. Ways to learn more about the company and product 26:30 - 33:40   CONNECT WITH THE GUEST LinkedIn- linkedin.com/in/loe-hornbuckle-76b6aba Website- https://loehornbuckle.com   CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/   -------------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

In this Off The Beaten Path Episode, Loe Hornbuckle shares tips and resources for investors and entrepreneurs looking for success off the beaten path! Want to learn more about passive income? Check out our FREE GUIDE - The Passive Investor's Handbook Click here to access: https://upstreaminvestor.com/