W2 Capitalist | EARN. INVEST. REPEAT.

2-minutes of sound bites to give you an inside peek at what's in store on Season 4 of the W2 Capitalist podcast. In season 4 we've dropped the interview style and instead giving you a look and listen to what it's like inside the W2 Capitalist virtual mastermind. Introducing 3-members of our community and co-hosts for Season 4: Jamie, Jeff, & Brody. We're four guys, hanging around forgetting the record button is on, talking about life, our wives, parenting, giving each other shit, discussing topics like what it's like to leave the W2 world, and of course, real estate investing (including the blunders, wipeouts, and successes). All 24 episodes in Season 4 are being released on Wednesday, November 2, 2022. 

Our first stop on our Nomad Trip takes me to my hometown. I have this epiphany and find the data that proves my hometown is dying.    EPISODE SPONSOR:  Bank on Yourself - Become Your Own Source of Financing CONNECT WITH JAY:  jay@w2capitalist.com w2capitalist.com KEY TAKEAWAYS: Research & Tools to validate a market's growth potential EPISODE AFFILIATES: DealCheck - Best REI Calculator on the Planet PropStream - Big Data for Market Research LINKS MENTIONED IN THIS EPISODE: W2 Capitalist Gear W2 Capitalist Community

Cassie Helms is my better half and voice of reason when it comes to REI. The brains behind the scenes who has been pushing me to convert our primary residence to an AirBnB/Furnished Rental and travel (since I was laid off and no longer have an office)! Wheels up, we're taking off!   EPISODE SPONSOR:  Bank on Yourself - Become Your Own Source of Financing KEY TAKEAWAYS:   EPISODE AFFILIATES: DealCheck - Best REI Calculator on the Planet PropStream - Big Data for Market Research LINKS MENTIONED IN THIS EPISODE: Discover Your Why: https://www.w2capitalist.com/DiscoveryYourWhy W2 Capitalist Gear W2 Capitalist Community

Matt Fore is a Triathlete, Investor and Regional Sales Director at one of the 10 IT firms in the world. Matt is highly motivated, results-driven sales leader with 12+ years of technology sales at a Fortune 50 company. Strategic and analytical thinker with a proven track record of exceeding revenue and margin goals.   EPISODE SPONSOR:  Bank on Yourself - Become Your Own Source of Financing CONNECT WITH MATT: LinkedIn: https://www.linkedin.com/in/forematt/ Ice Cream with Investors: https://icecreamwithinvestors.com/ KEY TAKEAWAYS: Being an IRONMAN Consistency to Success Mental Practice: underwrite 100 opportunities Kobe Score Clarity, Consistency, Compounding Pick off one bill at a Time Find Your Physical, Emotional, Spiritual and Financial Boundaries EPISODE AFFILIATES: DealCheck - Best REI Calculator on the Planet PropStream - Big Data for Market Research LINKS MENTIONED IN THIS EPISODE: Discover Your Why: https://www.w2capitalist.com/DiscoveryYourWhy W2 Capitalist Gear W2 Capitalist Community

Happy Father's Day - Here's your sign to tackle whatever you're afraid to tackle or something you've been procrastinating on.  CONNECT WITH JAY:  jay@w2capitalist.com w2capitalist.com EPISODE SPONSOR:  Bank on Yourself - Become Your Own Source of Financing EPISODE AFFILIATES: DealCheck - Best REI Calculator on the Planet PropStream - Big Data for Market Research LINKS MENTIONED IN THIS EPISODE: Discover Your Why: https://www.w2capitalist.com/DiscoveryYourWhy W2 Capitalist Gear W2 Capitalist Community

Mark Willis is a man on a mission to help you think differently about your money, your economy, and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients. A repeat guest on the podcast, today Mark and I dive into the weeds a little more on why the Bank on Yourself concept is superior to the Infinite Banking Concept, Universal Life and he starts labeling and providing examples of BIG MISTAKES people make when setting up a Bank on Yourself life insurance policy.  If you haven't listened to or watched the Bank on Yourself 101 episode, #113, please go back and do that before listening to this one. Episode #113 will serve as a foundation for you before you dive deeper with us on today's topic. You can find episode #113 at w2capitalist.com/bank . EPISODE SPONSOR:  Bank on Yourself - Become Your Own Source of Financing CONNECT WITH MARK: w2capitalist.com/bank http://nyafinancialpodcast.com KEY TAKEAWAYS: Mistake #1: "Do it for me." Mistake #2: " I'll do it myself." Mistake #3: "Oh yea. I can do that." Variable is not whole life. Uninterrupted Cash Growth EPISODE AFFILIATES: DealCheck - Best REI Calculator on the Planet PropStream - Big Data for Market Research LINKS MENTIONED IN THIS EPISODE: W2 Capitalist Gear W2 Capitalist Community

Brian C. Adams is the President and Founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management and investor relations.   EPISODE SPONSOR:  Bank on Yourself - Become Your Own Source of Financing CONNECT WITH  BRIAN: LinkedIn: https://www.linkedin.com/in/brian-c-adams/ Excelsior Capital: https://www.excelsiorgp.com/ KEY TAKEAWAYS: Thoughts of a Recovering Attorney Seek Out Guidance & Listen to Industry Veterans Everything is Always for Sale Not Enough Supply Anyone Can Raise Money Less Ego, More Empathy EPISODE AFFILIATES: DealCheck - Best REI Calculator on the Planet PropStream - Big Data for Market Research LINKS MENTIONED IN THIS EPISODE: Join My Book Launch Team: w2capitalist.com/joinmyteam W2 Capitalist Community

Gabe Petersen is the founder of Great Northwest Home Buyers, a principal at Equal Housing Group, and most importantly, the host of The Real Estate Investing Club. Gabe started out his career completely oblivious to real estate as a path. He got started as a management consultant for Fortune 500 companies and worked the cubicle life for over 7 years. After 7 years of working for "the man",  he stumbled into real estate after buying a broken-down triplex in Tacoma, WA. As they say, the rest is history. Since that first triplex, Gabe went on to start Great Northwest Home Buyers, a single-family and multifamily real estate investment company focused on rehabs and rentals in the greater Washington area. They now buy and wholesale single and multifamily properties across the USA. He then went on to create a partnership in Equal Housing Group (www.sellmymobilehomeparks.com), focusing on buying mobile home and RV parks all across the US.   EPISODE SPONSOR:  Bank on Yourself - Become Your Own Source of Financing CONNECT WITH  GABE: TheRealEstateInvestingClub.com KEY TAKEAWAYS: #HatedIt Try, Try, Try and Try Again Just Started Leaving the W2 1st Flip Emotional Support System EPISODE AFFILIATES: DealCheck - Best REI Calculator on the Planet PropStream - Big Data for Market Research LINKS MENTIONED IN THIS EPISODE: W2 Capitalist Gear W2 Capitalist Community

Derek Tellier is a full-time real estate entrepreneur but he didn't start out that way. In 2016 at 42 Derek decided it was time for some major changes. He was 50lbs overweight out of shape, working a W2 job, and had no plan for the future. Through surrounding himself with the right people to shift his mindset and hold him accountable, by Nov. 2020 Derek retired from his 20-year career and is a full-time agent with The Short Term Shop. He now has 7 investment properties, 3 LTR and 4 STR, one of which he house hacks and is financially free.   EPISODE SPONSOR:  Bank on Yourself - Become Your Own Source of Financing CONNECT WITH DEREK: Facebook | Instagram  East Tennessee REI Meetup KEY TAKEAWAYS: Mid-life Crisis Should have had a Rich Dad Poor Dad Finding Your Average Accountability   EPISODE AFFILIATES: DealCheck - Best REI Calculator on the Planet PropStream - Big Data for Market Research LINKS MENTIONED IN THIS EPISODE: W2 Capitalist Gear W2 Capitalist Community

Robert Syfert is the Co-Founder and Chief Visionary at RealEstateInvestor.com as well as the founder of InvestorPO, Property List Manager, and USA Portfolio Real Estate. Robert is an innovator in the real estate investment industry who creates software, tools, and services that enable investors to do things better and faster. He's passionate about being part of the solution and finding answers to the problems that hold real estate investors back from growing and scaling their businesses.     EPISODE SPONSOR: BANK ON YOURSELF w2capitalist.com/bank CONNECT WITH ROBERT: realestateinvestor.com robert@realestateinvestor.com KEY TAKEAWAYS: Finding Inspiration  Dress to Impress Turning Assets into Liabilities Kill Your Ego Daily All Leads Suck Fortune in the Follow Up Off The Wall EPISODE AFFILIATES: DealCheck - Best REI Calculator on the Planet PropStream - Big Data for Market Research LINKS MENTIONED IN THIS EPISODE: W2 Capitalist Gear W2 Capitalist Community

Dr. Jeff Anzalone is a full-time practicing periodontist in the great state of Louisiana, author, and founder of DebtFreeDr.com. His focus is on helping doctors and other high-income professionals create passive income from real estate so that they can STOP trading their time for money.   EPISODE SPONSOR:  Bank on Yourself - Become Your Own Source of Financing CONNECT WITH  DR. JEFF: jeff@debtfreedr.com DebtFreeDr.com/freeguide KEY TAKEAWAYS: Loan application Process prior to 2008 Survival Mode & Mindset Multiple Streams of Income Setting Goals Losing $50k and Regrouping EPISODE AFFILIATES: DealCheck - Best REI Calculator on the Planet PropStream - Big Data for Market Research LINKS MENTIONED IN THIS EPISODE: W2 Capitalist Gear W2 Capitalist Community

Jimmy Johnson is the founder of Sanddollar Communities, which focuses on the sourcing of off-market, direct to seller, mobile home parks. He has closed 28 mobile home parks in 12 different states. Jimmy also has founded Sanddollar Communities Management, a mobile home park management firm that manages a growing portfolio of over 1,200 sites across the country. Jimmy lives in Tampa, Florida, and is an avid boater & fisherman.   EPISODE SPONSOR: BANK ON YOURSELF w2capitalist.com/bank   CONNECT WITH  JIMMY: jimmy@jimmyjohnson.co KEY TAKEAWAYS: Side Gig in College 3 Reasons to Transition from MF to MHP Write this down: How to Keep the Quality of a Community 1st Deal = No Money Mindset Shift with Time Freedom Are You Behind the Counter @ a Bait Shop? OFF THE WALL Episode Affiliate: https://w2capitalist.com/dealcheck Links mentioned in this episode: w2capitalist.com/shop/ w2capitalist.com/community

After serving almost six years in the Army, Darren has spent the last eighteen years as a professional real estate investor. He has flipped, rented, and wholesaled hundreds of residential properties, and in recent years has purchased several million dollars’ worth of light industrial properties as long-term holds. Darren’s greatest achievement has been to surround himself with an incredible team of industry and military veterans who are every bit as passionate about helping people as he is. His biggest supporters are his wife Lauren and his son Henry. EPISODE SPONSOR:  Bank on Yourself - Become Your Own Source of Financing CONNECT WITH DARREN: 719-325-8853 darren@sellmyhousetosmith.com KEY TAKEAWAYS: What is "Light" Industrial Space? Pivoting from the saturated MF Market to Light Industrial Special Ways to Ensure Private Money Lenders are protected Team Pride: Shoutout to Kelly, Caleb & Jeremy The Message Darron Would Most like to be known for is... Pivotal Career Moments OFF THE WALL EPISODE AFFILIATES: DealCheck - Best REI Calculator on the Planet PropStream - Big Data for Market Research LINKS MENTIONED IN THIS EPISODE: W2 Capitalist Gear W2 Capitalist Community

Nate and Bethany Smith, AKA Your CashFlow Couple, are passionate about helping people increase their financial intelligence by bringing the secrets of the wealthy to the masses and putting their clients back in the driver seat of their finances.    They are financial services entrepreneurs and multi-family real estate investors. Their mission is to inspire others, especially couples,  to reach for their dream and to help entrepreneurs start and scale their own financial services businesses and create generational wealth through entrepreneurship and investing in multi-family real estate.     Nate’s background includes 13 years in the Air Force and currently serves part-time in the Air National Guard as a pilot.   Bethany has a background in residential real estate sales where she developed a strong interest in and passion for Multi-Family real estate. She transitioned at the beginning of 2019 into Multi-Family Investing. She is also on the leadership team for an international meetup organization focused on Multifamily Real Estate Investing; Multi-Family Masters.   EPISODE SPONSOR:  Bank on Yourself - Become Your Own Source of Financing CONNECT WITH  NATE & BETHANY: http://yourcashflowcouple.com/ KEY TAKEAWAYS: First Deal = No Profits Communicate, Communicate, Communicate Entrepreneurial Spirit Required for Both Couples? Sphere of Influence Best Question to Ask Your Spouse to get on the same page. The Fortune is in the Follow-Up  OFF THE WALL EPISODE AFFILIATES: DealCheck - Best REI Calculator on the Planet PropStream - Big Data for Market Research LINKS MENTIONED IN THIS EPISODE: W2 Capitalist Gear W2 Capitalist Community

Tyler Hughes is a flipper and BRRRR'er in Chattanooga, TN area. In his very first deal, he partnered up with his future mother-in-law and now has over 5 years of investing experience and built up enough momentum to quit his W2 and become a full-time real estate entrepreneur.  EPISODE SPONSOR:  Bank on Yourself - Become Your Own Source of Financing CONNECT WITH TYLER: Tyler on Instagram KEY TAKEAWAYS: Partnering with Future Mother-in-Law A Success Story from a Guru Seminar Real Estate Investing: Hobby or Business Emotions of Quitting W2 Goal Setting Mindset, Accountability, and Discipline OFF THE WALL! EPISODE AFFILIATES: DealCheck - Best REI Calculator on the Planet PropStream - Big Data for Market Research LINKS MENTIONED IN THIS EPISODE: W2 Capitalist Gear W2 Capitalist Community

Robert is the VP of Growth & Innovation at The Investor's Podcast Network, Podcast Host of 'Real Estate Investing' and 'Millennial Investing', ex-W2 Accounting and Finance professional, as well as a stock and real estate investor. He earned an MBA in Accounting and Finance, a BSBA in Finance and Economics, and is a Certified Management Accountant (CMA).  EPISODE SPONSOR: BANK ON YOURSELF w2capitalist.com/bank   CONNECT WITH  ROBERT: The Leonard Letter Robert on Instagram KEY TAKEAWAYS: Before you started investing, what drove you to seek out real estate investing? What is the biggest risk you've taken to date? Forecasting - where is the single-family market heading?  How I got two rentals for free Off The Wall Episode Affiliate: PropStream DealCheck Links mentioned in this episode: w2capitalist.com/shop/ w2capitalist.com/community

Mark Willis is a man on a mission to help you think differently about your money, your economy, and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients. Mark is a CERTIFIED FINANCIAL PLANNER, a two-time #1 Best Selling Author, and the Owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions. He specializes in building custom-tailored financial strategies that are unknown to typical stock-jockeys, attorneys, or other financial gurus. As co-host of the Not Your Average Financial Podcast, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you won’t outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirement. EPISODE SPONSOR:  Bank on Yourself - Become Your Own Source of Financing CONNECT WITH MARK: w2capitalist.com/bank http://nyafinancialpodcast.com KEY TAKEAWAYS: Creative Real Estate Funding Solutions When You Are An Employee, Your Money is Your Boss How to Use Cash For Your Advantage What's the one thing your money can do for you? Insane Way to Handle Your Money I'd Much Rather have Tiger Woods' Golf Swing than Tiger Woods' golf clubs Design the Perfect Debt Pay Off Instrument Work with a Bank on Yourself Professional Is it possible Dave Ramsey is wrong?  Life is like a roll of toilet paper.  EPISODE AFFILIATES: DealCheck - Best REI Calculator on the Planet PropStream - Big Data for Market Research LINKS MENTIONED IN THIS EPISODE: W2 Capitalist Gear W2 Capitalist Community

This episode almost cost me $20,000 to produce but with some helpful tips from my attorney and tactics from members of the W2 Capitalist Mastermind Members, my first attempt at lending private money ended beautifully. Learn from my mistakes. EPISODE SPONSOR: BANK ON YOURSELF w2capitalist.com/bank KEY TAKEAWAYS: Tip #1: Secured, 1st Lien Position by Real Estate ALWAYS Tip #2: Do Your Due Diligence Tip #3: Communicate and Communicate Often Tip #4: Skip Tracing Tip #5: Dealing with Ghosting Tip #6: Attorney's Conflict of Interest Tip #7: Trust Your Gut Episode Affiliate: https://w2capitalist.com/dealcheck https://w2capitalist.com/propstream Links mentioned in this episode: w2capitalist.com/shop/ w2capitalist.com/community

Michael Beasley is a registered nurse in New York, husband to a loving wife, father to 4 kids, aspiring real estate investor, and one of the newest members of the W2 Capitalist Mastermind.   EPISODE SPONSOR: BANK ON YOURSELF w2capitalist.com/bank CONNECT WITH  MICHAEL: michaeljamesbeasley@yahoo.com Cell: 516-495-0260 KEY TAKEAWAYS: Improving Your Circle The W2 Capitalist Mastermind Culture Accountability Transitioning with the Market Does it make sense to invest in a 1/1? OFF THE WALL Episode Affiliate: https://w2capitalist.com/dealcheck Links mentioned in this episode: w2capitalist.com/shop/ w2capitalist.com/community

Blake Templeton is an international motivational speaker, author of the new book ‘The Solomon Way’, an 8 Figure Award Winner, and a regular contributor to Forbes Business Council.  But what he’s really excited to share with you today is the investment secrets found in his book, ‘The Solomon Way’ that are making money for investors during this Recession. With 14 years in business and 300+ transactions, not one single investor has ever lost money in his Private Investment Firm. This is unheard of. And they are now on track to have $100M under management within the next 12 months.  I am excited to hear about your new book, The Solomon Way, how you’ve discovered and personally used these secrets to create a track record where no investor has lost money!  Blake helps accredited investors activate their net-worth by teaching and providing them the way to follow and follow the ancient secrets of the world’s first Trillionaire. This strategy is revealed in-depth in his book ‘The Solomon Way’ - wisdom from the world’s first Trillionaire: King Solomon. Founded in 2006, Blake built a private investment firm that specializes in moving people from the volatility of the public markets into a fixed return, collateralized private markets. Using this time-tested wisdom, his firm, Boron Capital, has closed over 300+ real estate transactions, and since inception, no investor has lost money.   EPISODE SPONSOR: BANK ON YOURSELF w2capitalist.com/bank   CONNECT WITH  BLAKE: Text SOLOMON to 31996 boroncap.com KEY TAKEAWAYS: The Solomon Way Invest In Yourself The 50/50/50 Concept 3,000 Year Old Investment Advice The Hatchet Man Investing with an Emotional Connection The Recession Precession and Lag   What can someone who is flipping right now look at to see if we're about to enter into those times again?  Become Master of your own domain Awaken the King Mindset that Lives inside you Episode Affiliate: https://w2capitalist.com/affiliates/ Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/

Kathleen Black is North America’s leading real estate team coach and trainer, delivering her proven success techniques to agents and teams around the world. That growth is worth billions in additional sales volume annually across her client network with 80% of her clients being national top 1% producers. Kathleen, the best-selling author of “The Top 1% Life”, will help you to expand your business, at a fraction of the time and cost, using the tried, tested, and true “KBCC Ultimate Expansion Strategy” that has powered her client growth.  The success of KBCC centers around integrity, honesty, and results-driven measures, the very things that represent Kathleen. Kathleen has been named twice as Top Elite Women Driving the Future of Real Estate by REP Magazine and as Top 20 Emerging Leaders by T3 Sixty’s Swanepoel Report. She was recognized within the top 1% of Realtors in the Toronto Real Estate Board, has ten plus years of agent development experience, and hundreds of teams attribute their growth and success to Kathleen’s leadership. Most recently, Kathleen was awarded the Iconic Leaders Creating a Better World for All Award. This award is based on experience, results, influence, and commitment to change the world for the better of all internationally. Kathleen is also the driving force behind the Ultimate Team Summit, the largest team-specific Real Estate summit in North America, and the Ultimate Mastermind Series of events, including the 100 Deal + Ultimate Mastermind.  Kathleen lives in Oshawa, Ontario, Canada with her two free-spirited, independent, and very loved children Ethan and Ella, and their cats Ethel and Willow.   EPISODE SPONSOR: BANK ON YOURSELF w2capitalist.com/bank   CONNECT WITH KATHLEEN: https://kathleenspeaks.com/ KEY TAKEAWAYS: Here to talk about your book Top 1% Life - Real Estate Edition - The Real Estate Agent's Guide to Free up Your Time, Build Your Business with Confidence and finally HAve a Life Outside of Sales... What Fueled Kathleen To Write This Book Give Yourself Permission To Do The Things You Were Born To Do Where do you start hiring people?  Environment outperformers Talent Tension creates vision Who influences you? Which influencers do you follow in your coaching and consulting business?  Myth- Teams take too much time and money to develop. "Expansion does not have to be painful, although it does have to be focused and brave." OFF THE WALL Grab your free digital copy of The Top 1% Life @ http://top1percentlife.com/    Episode Affiliate: https://w2capitalist.com/dealcheck Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/

Mike Webb (@theinvestingfireman) is a partner with MDWVHomebuyer.com, a real estate investment company in the Maryland, West Virginia, Virginia, and Pennsylvania markets. Mike is a co-founder of the I81 Real Estate Investor MeetUp – a networking group specializing in investment real estate that meets monthly in Martinsburg, WV. In addition to real estate, Mike works full-time as a career fire captain with a mid-sized fire department in the Washington D.C. / Baltimore Metro area. Currently, he resides in Maryland with his wife and son - and one on the WAY!!   EPISODE SPONSOR: BANK ON YOURSELF w2capitalist.com/bank   CONNECT WITH MIKE: Facebook or Instagram @ TheInvestingFireman  KEY TAKEAWAYS: Dealing with a Promotion at Work Partnerships - worth it or not?  Still doesn't love flipping Best Deal of 2020 Where's the Market headed in 2021 OFF THE WALL Episode Affiliate: https://w2capitalist.com/dealcheck Links mentioned in this episode: w2capitalist.com/shop/ w2capitalist.com/community

Adam Zach is a Father, Husband, W2 Engineer, Single Family Buy and Hold Investor, and W2 Capitalist Mastermind VP leading our Single Family Buy & Hold Mastermind sessions.    EPISODE SPONSOR: BANK ON YOURSELF w2capitalist.com/bank   CONNECT WITH ADAM: SetYourRent.com W2capitalist.com/mastermind KEY TAKEAWAYS: News on leaving W2?  What is your why? - John Lim  What are your systems & processes per deal/per year - Maria Lee What's your magic number or formula for reserves? - Tom Latuga What do evictions/foreclosure look like on your part? What is the worst case, post apocalyptic, nukes gone off scenario. - Brody Hough Oakes Episode Affiliate: https://w2capitalist.com/dealcheck Links mentioned in this episode: w2capitalist.com/shop/ w2capitalist.com/community

After closing on his 2nd park, Corey Woodruff had to ask for advanced pay to buy his kids Christmas. Two years later, he has left the W2 world and closed on over 1100 pads.  EPISODE SPONSOR: BANK ON YOURSELF w2capitalist.com/bank CONNECT WITH COREY: corey@cmhcapitalinc.com Facebook  KEY TAKEAWAYS: If People in Your Circle Don't Have Money, You're Hanging Out in the Wrong Circle It's Not Energy, It's Rejection that I'll Never Be Poor Again Staying Laser-focused Where Does the Motivation & Energy Come From? The Story Behind the CMH Capital Name How Did Losing Your Dad Affect You OFF THE WALL   Episode Affiliate: https://w2capitalist.com/dealcheck Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/

Savannah Arroyo, "The Networth Nurse" is a full-time Registered Nurse in Los Angeles, California.  She uses her skills as a leader in healthcare operations to manage multi-family syndications.  She also helps busy medical professionals create passive income through real estate investing.   EPISODE SPONSOR: BANK ON YOURSELF w2capitalist.com/bank   CONNECT WITH SAVANNAH: thenetworthnurse.com savannah@thenetworth.com KEY TAKEAWAYS: Why Did You Get Into Real Estate Current Portfolio Grabbing Pocket Listings from a  Taken Down A Value Add 12 Unit During COVID Navigating Rent Control  How is it Working with Your Husband? Get Clear on Your Why Do You Put Yourself Out There or Not?  OFF THE WALL Episode Affiliate: https://w2capitalist.com/dealcheck Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/

Cindy Byler is a military Army spouse of 7 years to her high school sweetheart, Jonas. After their first change of duty station, she found herself needing to put her career as a music teacher on hold to move three times in three years. During that season of not working, she grew bitter toward the lifestyle- she had much value to add but felt unable. Through much reflection and improvements in personal finances, Cindy realized the best “job security” for their military lifestyle was through passive income- ultimately utilizing real estate to achieve passive income. As a buy-and-hold real estate investor, Cindy primarily invests in her hometown-area in Elmira, NY. She has been a landlord for 5 years. In the past 1.5 years, she has acquired a total of 4 properties and 11 doors. Every unit has gone through or is going through, extensive remodeling. To make things more interesting, she currently lives in Central Texas where her husband is stationed at Fort Hood so all acquisitions, remodeling, and rentals are managed from over 1600 miles away. Cindy also resigned from her job as a music teacher to stay home with her young children and focus on the business that has already replaced her income in so little time.   EPISODE SPONSOR: BANK ON YOURSELF w2capitalist.com/bank   CONNECT WITH CINDY: Facebook: https://www.facebook.com/cindy.atwell.75 Linkedin: https://www.linkedin.com/in/cindybyler/ cindybylerrei@gmail.com KEY TAKEAWAYS: Married High School Sweetheart Accidental Landlords Long Distance Investing is possible Really passionate about personal finances From 2 Incomes to 1  Delayed Gratification Becoming Debt Free Investing in Airbnb Arbitrage Furniture OFF THE WALL Episode Affiliate: w2capitalist.com/dealcheck Links mentioned in this episode: w2capitalist.com/shop/ w2capitalist.com/community w2capitalist.com/mastermind

Rich Groves has been in the corporate training field since 1999. He absolutely loves helping people develop the skills to maximize their professional success. Rich trains individuals on technical skills, as well as "soft" skills to reach their goals and realize their full potential. In 2005, his corporate career saw a major curveball. As a result of a merger, his job transitioned to a new metro area. Instead of uprooting his family, he and his wife decided to stay planted in the greater St. Louis area with their extended family nearby. As a result, Rich found himself without a job and turned to real estate investing. Completing his first "rehab and flip" in late 2005, Rich felt the rush of what real estate investing could do for people, families, communities and in 2012, Rich and his wife started looking into formal real estate investing education and started their own real estate investing company, Metro STL Homes, LLC in early 2013.   It took Rich 8 months to breakthrough his analysis paralysis to complete his first real estate investment transaction, but he hasn't looked back since.   Rich made a move back to the W2 with a rewarding, full-time job as a Firm Trainer at a major law firm, and he and his wife have raised two boys, the younger of which will be going off to college in the fall.    Rich has performed on over 50 real estate transactions from assignments to rehabs to building a rental portfolio. He currently owns 7 rental properties and has a goal for 2021 to bring that total to 15.   EPISODE SPONSOR: BANK ON YOURSELF w2capitalist.com/bank   CONNECT WITH  RICH: rich@metrostlhomes.com http://www.metrostlhomes.com/ https://www.youtube.com/metrostlhomes https://www.instagram.com/metrostlhomes/ https://stlviplist.com/   KEY TAKEAWAYS: Immediate transition from W2 to Flipping REI Getting Wife Over Hump of Being Averse to The Risk Does Todays Market Remind You of 2006-2007 2nd Transaction was Harder for Wife Being Pushed Over Analysis Paralysis Networking during COVID OFF THE WALL   Episode Affiliate: https://w2capitalist.com/dealcheck Links mentioned in this episode: w2capitalist.com/shop/ w2capitalist.com/community

Ernest Mallonga became FINANCIALLY FREE AT 28 YEARS OLD! In 2014 Ernest immigrated into the United States with literally no money to speak of and worked 3 jobs simultaneously to earn and save money. In 2015 Ernest joined the US Air Force and committed 4 years to springboard his career. Like many real estate investors, Ernest stumbled upon Rich Dad Poor Dad, and got introduced to the concept of passive income and financial freedom. Before then, he always thought that one had to work to earn money. After 2 years of educating himself through books, podcasts, and anything he could get a hold of about real estate and financial freedom, in 2019 Ernest bought his first rental property, finished his master's degree, and secured a new job.  After just two yearS of investing, Ernest achieved financial freedom, but he will continue to work.    EPISODE SPONSOR: BANK ON YOURSELF w2capitalist.com/bank   CONNECT WITH  ERNEST: Ernest Mallonga on Facebook Ernest Mallonga on Instagram KEY TAKEAWAYS: Hustler with Strong Work Ethic 1st Property Purchased: 4-plex unseen with a VA loan  bought 3 more houses between 2019 and 2020 (BRRRR with varying levels of success) Book Nerds Have the Most Common Fear is why I started, But How Big Can I Make This? Lawsuit Threat on My Wedding Night Why do you Continue to Work?  OFF THE WALL: PODDECKS Episode Affiliate: https://w2capitalist.com/dealcheck Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/

You know how most parents stress over how they will financially provide for their growing families? Jay Helms has created a community and system to show those parents how to achieve financial freedom through real estate investing so they will never worry about being acquired, fired or laid off again.  Jay spent nearly 20 years serving the information technology industry of Corporate America. With a mix of single-family, small multifamily and apartment syndications, Jay and his wife have grown their real estate portfolio to over 320 units across 4 states in just 6 years of investing while working a full-time job and bringing 3 beautiful kids into the world. In 2019 Jay founded the W2 Capitalist Community which is a resource for 30-40-year-old married men and women, like you, who earn a combined income of more than $100,000 annually that want to build multiple streams of income through real estate investing so that you can be even more present (both mentally and physically) with your spouse and your children. Personally, Jay wants to be the guy that helped you remove the anxiety and stress that comes with financially providing for your family.    EPISODE SPONSOR: QUEST TRUST w2cap.questtrust.com   CONNECT WITH JAY: www.w2captialist.com KEY TAKEAWAYS: Keep The Momentum Punch Fear in the Face Make 2021 Your Best Year Yet Episode Affiliate: https://w2capitalist.com/dealcheck Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/

Jamie O'Brien is a W2Capitalist dedicated to building generational wealth for his family while pursuing financial freedom through real estate investing. Upon learning that he and his wife, Blair, were having twins 4 years ago, Jamie realized that he wanted more than the W2 could give him. In the last 4 years Jamie has been very successful in his role as a Medical Device Representative while building his real estate investing business, O’Brien Homes, LLC. Jamie has dabbled in multiple different real estate strategies over the years; however, his core business revolves around Wholesale, Buy and Hold and Fix and Flip. Jamie has a rental portfolio of 12 doors and has successfully wholesaled and flipped 11 houses in the last 3 years, successfully replacing his wife’s lost income with real estate. As a devout husband and father, Jamie is focused on scaling his business as an owner by working on his business more and in it less to free up as much time as possible to travel, coach his children or just spend time with his family. Outside of work and real estate, Jamie enjoys spending time with his family, the outdoors, great friends and, of course, SEC Football. Jamie and his family are located in Birmingham, Alabama. EPISODE SPONSOR: QUEST TRUST w2cap.questtrust.com   CONNECT WITH JAMIE: https://www.facebook.com/OBrienHomes/ KEY TAKEAWAYS: What will have made the most impact on your life: # of flips, # of wholesales, or # of buy and hold?  Twins are on the Way What are some unexpected Expenses on Flips? Hard Money or Own Cash when flipping?  Tax Implications on Flips How to determine if property is better to Flip or BRRRR? Episode Affiliate: https://w2capitalist.com/dealcheck Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/

Neal Bawa is a technologist who is universally known in the real estate circles as the Mad Scientist of Multifamily. Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert. Neal treats his $250+ million-dollar multifamily portfolio as an ongoing experiment in efficiency and optimization. The Mad Scientist lives by two mantras. His first mantra is that We can only manage what we can measure. His second mantra is that Data beats gut feel by a million miles. These mantras and a dozen other disruptive beliefs drive profit for his 300+ investors. Neal serves as CEO / Founder at Grocapitus, an iconic, data-driven commercial real estate investment company. Grocapitus’ 28 person team acquires and builds multifamily & commercial properties across the U.S. With more than 300 active investors and over 2,000 reviewing our projects, the Grocapitus portfolio currently spans across 7 states with 12 projects and 2,000+ units/beds. The powerful Grocapitus brand has a cult-like following of data driven investors. The result - Completed equity raises of $50 million+ for Multifamily, Mixed-Use and Self-Storage Acquisitions in the last 18 months, over 2,000 units purchased. Grocapitus is on track to close another 1,500 units in the next 12 months. EPISODE SPONSOR: QUEST TRUST w2cap.questtrust.com   CONNECT WITH  NEAL: MultifamilyU.com Neal Bawa on Instagram udemy.com/realfocus GroCapitus.com KEY TAKEAWAYS: Mad Scientist of Real Estate The Technology Fire  48 out of 50 states are reaching all time highs in RE A Development Scam Why Class C isn't the best asset, now For Real Estate Investors, It Doesn't Matter who wins the Presidency Invest with no Money Down - We disagree.  OFF THE WALL Episode Affiliate: https://w2capitalist.com/dealcheck Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/

Robert Benenate is a New Orleans native, with over 30 years of construction and renovation experience, he has influenced major projects, most recently a 1.7 MM condo conversion project. Seeing a change in the market, Robert seized the opportunity to begin a career in commercial and multi family management for the last 8 years, Robert has been the regional vice president of development and management to a 600 door portfolio, valued at over 100MM In this short time and he has helped achieve unprecedented growth and increased revenue nearly doubling the portfolio's value. In the past, Robert has managed portfolios up to 7,000 units in six states before his present portfolio managing maintenance, construction crews and property management staff. Robert has a deep passion for real estate and is a certified FEMA inspector as well. He has learned the business from the ground up, flipping houses and house hacking a Katrina damaged property. A hard working individual, Roberts unchanging passion to real estate, is demonstrated in every aspect of his daily life. Qualifications and experience 30 years commercial and residential construction experience 8 years asset management experience 5 years regional Vice President of development of LCM,LLC a 100MM portfolio spanning the Gulf South 12 years as a multi- family property owner Certified FEMA inspector (WSP) Current and Former Organization affiliations Home Builders Association Apartment Association REIA Rotary   EPISODE SPONSOR: QUEST TRUST w2cap.questtrust.com   CONNECT WITH ROBERT: Facebook RNS Investment Group KEY TAKEAWAYS: Certified FEMA Inspector Father and PawPaw Challenged Your Kids and Grandkids How will major colleges be different 20 years from now? Having a Positive Mindset Leads MFMasters NO chapter meetup - you guys back to meeting in person I am not the best but I want to be the best in the Real Estate world! (1 of my goals) when you find yourself in doubt what are a few steps you take to get back in the right direction?   Episode Affiliate: Jake And Gino Youth Academy Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/ producemoretime.com

Julie Holly helps people like you find their freedom through multifamily real estate investing so that they can live the life of their dreams! She's invested in single family homes, house-hacked before it had a name, managed properties from 1k miles away and passively invested in multifamily assets. Her podcast Ask Me How I Know: Multifamily Stories of Struggles to Success is designed to fuel the mind and soul through weekly interviews with industry leaders as well as a mindset episode. In addition to serving investors, Julie uses her skills to write grants for nonprofits to grow their reach.    EPISODE SPONSOR: QUEST TRUST w2cap.questtrust.com   CONNECT WITH JULIE: LinkedIn Ask Me How I Know Facebook KEY TAKEAWAYS: Dad pushed you into REI Live within your means Lacking infrastructure produces fear What were you nervous about?  Dealing with Self Doubt Extreme Outdoor Sports Ask Me How I Know podcast Have a Mindset Playlist  Set Reminders for Affirmations Seasonal Affective Disorder - Dispenser of Kindness Three Key Investments  Episode Affiliate: https://w2capitalist.com/dealcheck Links mentioned in this episode: S.A.D. Post on LI: https://www.linkedin.com/posts/julie-holly_mondaymindset-mindset-mindsetcoach-ugcPost-6731724745580138497-d87N w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/

WILLIAM TINGLE is the host of Sub2Deals.com & The Sub2Deals Show Podcast, is a nationally-known real estate investor, investing coach, author and public speaker. William had worked in the restaurant business for almost 20 years when in 1999, he ordered a Carleton Sheets Nothing Down course off of a late night TV infomercial. He read it and took a $5000 advance from a credit card to start his real estate investing career. Exactly one year later he quit his job for good, paid the credit card off and has to this day never used a penny of his own money for investing. For over 10 years he operated a real estate business where he wholesaled and rehabbed numerous properties each year but found his real niche in what he calls “Sub2”, buying subject to existing financing. To date, he has taken the deed on over 500 properties and even though he “retired” in Belize in 2010, he still continues to buy 20 to 25 properties a year in this manner in select markets throughout the United States. He has trained and coached countless students all over the country to become financially successful real estate investors.   EPISODE SPONSOR: QUEST TRUST w2cap.questtrust.com CONNECT WITH WILLIAM: sub2forum.com sub2podcast.com sub2deals.com KEY TAKEAWAYS: What is a Sub2Deal?  Navigating the Due On Sell Clause Reasons Sellers/Owners move forward with Sub2Deals Technical Aspects to Close "Buyers are liars and sellers are story tellers." Due Diligence for the Sub2Deal Working Like a Dog $620 Million in loans taken Episode Affiliate: https://w2capitalist.com/dealcheck Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/ Sub2Deal Podcast episode with Chip Chronster on his experience with the Due-On-Sale clause: http://podcast.sub2deals.com/2019/04/08/ep-005-what-is-a-due-on-sale-clause/ Sub2Deal Podcast episode with Casey Constantine, the most hated blogger in America: http://podcast.sub2deals.com/2020/09/21/ep-051-real-investors-series-with-casey-constantine/

Josh Carlegis is a Managing Partner of The SCI Group, and DSM Holdings.  He started his real estate investment career in the college town of Jacksonville, AL in 2015.  Starting in single family rentals as a side gig/retirement plan while working a full time job in industrial sales, Josh has grown a portfolio to include apartments, office, restaurant, retail, and warehouse space.  After separating from the sales world in 2018, Josh now focuses on value-add residential real estate projects.  The SCI Group syndicates and joint-ventures apartment and commercial deals, and strives to bring the maximum amount of value to its investors and partners.  They focus in the Southeast, with an emphasis on Alabama's I-65 corridor and the Gulf Coast.  Outside of real estate, Josh enjoys Crossfit, boating and fishing the coastal waters of Alabama and Florida.    EPISODE SPONSOR: QUEST TRUST w2cap.questtrust.com   CONNECT WITH JOSH: www.scig.us josh.carlegis@scig.us   KEY TAKEAWAYS: From Houston to Jacksonville, AL  Jefferson's Wings are the best! Empty Warehouse to CrossFit Gym Cost Segregation Study Saves Hundreds of Thousands Tornado of Opportunity to FLIP & BRRRR Concerns over restaurants and commercial space Pirates Cove - Flora Bama Episode Affiliate: https://w2capitalist.com/dealcheck Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/

April Crossley is a no-bull investor who helps people grow wealth with real estate. A teenage mom, April graduate college, began a healthcare career, started a real estate business, and grew that business to retire at age 35. She currently flips houses, owns rentals and is a private lender.    EPISODE SPONSOR: QUEST TRUST w2cap.questtrust.com   CONNECT WITH APRIL: LazyGirlREI.com april_crossley on Instagram crossleyproperties@gmail.com KEY TAKEAWAYS: Mental Declutter Quarterly Find a job you love...biggest lie Leave W2 job to Flip Full Time Dropped out of Master's program to pursue flipping full time Burn the Ships Stay clear of heavy rehabs while starting  The Right REI Mastermind is your REI Family  Being Motivated by People Telling You No Live & invest in PA but right now you're living the RV life Sixteen, Pregnant and on Welfare Lazy Girl REI Private Money Lends "This book has to be a lie." One Minute Millionaire Axel Rose?  Episode Affiliate: https://w2capitalist.com/dealcheck Resources mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/ Success Habits of Super Achievers The Contenders Motivational Video

Erika Kullberg is an attorney and personal finance expert.  Prior to founding a legal technology company, Plug and Law, she was a corporate attorney for Fortune 500 companies.  Her personal finance YouTube channel, where she talks about topics ranging from student loans to investing, has grown to over 70,000 subscribers and 4 million views in under a year, and her work has been featured in outlets such as Business Insider, CNBC, U.S. News & World Report, the Washington Post and more.  Erika holds degrees from the University of Notre Dame and Georgetown Law. CONNECT WITH  ERIKA: plugandlaw.com/legal-guide YouTube: https://www.youtube.com/channel/UCoSw1rKMkCbwzKpkC0OjRKA How To Negotiate Salary: https://youtu.be/xBwalm4Mke0 KEY TAKEAWAYS: Student Loans Plug and Law Making action plans of little steps Set a specific personal date for your goal Delay short term gratification for long term gains Avoiding lifestyle Inflation Episode Sponsor: https://w2capitalist.com/sponsor Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/ https://unbury.me StudentAid.gov

Jay Helms served the Information Technology industry since 2001 with a most recent exit (2020) from the W2 world to focus on Real Estate Investing full time. Jay has earned several educational accolades: B.S. Computer Science (Jacksonville State University, 2001), Masters Business Administration (New York Institute of Technology, 2005) and Certified Project Management Professional (Project Management Institute, 2008) to produce a record of seamlessly driving complex projects to completion while balancing tight resource and time constraints. A savvy relationship builder with a proven track record of forging partnerships and driving account performance to the next level. Jay started actively investing in Real Estate in 2014 and with a mix of single & multi-family homes and since has grown his real estate portfolio to over 320 units across 4 states. Recently he has started giving back to the real estate community by hosting the movement at www.W2Capitalist.com where the mantra EARN. INVEST. REPEAT. is helping every W2 Employee realize they can build legacy wealth through real estate investing AND have a successful and fulfilling W2 job. Jay and his wife Cassie have one son and two daughters. CONNECT WITH  JAY: jay@w2capitalist.com Social Media: @w2capitalist KEY TAKEAWAYS: "Code of Conduct" "John's" Story My Story Episode Affiliate: https://w2capitalist.com/affiliates/ Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/

Adam Zach is a Father, Husband, W2 Engineer, Single Family Buy and Hold Investor, and W2 Capitalist Mastermind VP leading our Single Family Buy & Hold Mastermind sessions.  CONNECT WITH ADAM: SetYourRent.com W2capitalist.com/mastermind KEY TAKEAWAYS: Questions from the Community How to gauge profit requirements vs cost (and potential costs) for single family rentals? Where is the best place to market for lease to own? Do you use wrap-around mortgages? Pros/cons? What are you biggest keys to success you'd share with someone doing their first lease to own? Intro to Sandwich Loan Rent-to-Own "Mini-Franchise" Privatizing the Banking Industry Episode Affiliate: https://w2capitalist.com/dealcheck Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/

Ryan Chaw graduated with his Doctor of Pharmacy in 2015 at age 23. Ryan loves his job but he wanted to do something more in life. He didn’t want to become just “that pharmacist” who worked at his job until he retired at 65. Ryan was inspired become a real estate investor by his grandpa who had bought 3 properties in the Bay and whose rental income covered all his expenses and allowed him to retire early. His grandpa was even able to use that rental income help cover his grandchildren’s’ college tuitions. Ryan bought his first property in 2016 – a single family home at his local college. He rented out the home per bedroom to college students and renovated to add extra bedrooms to increase rental profit. He repeated the same process for each property, buying 1 property each year. He then created a system for getting consistent high quality tenants, self-managing the property, and decreasing expenses through preventative maintenance. He now makes $10,755 per month in rental income. 3 of the properties are on 15 year mortgages. 1 is on a 10 year mortgage. Ryan further leveraged his equity on the first house by taking out a HELOC on it and put a downpayment on the 4th house. Ryan is now teaching others his system: how to find a college town to invest near, analyzing a deal, generating tenant leads through strong marketing tactics, and how to self-manage college tenants so everything is hands off and automated. In his free time Ryan travels to many foreign countries to just absorb the culture and life outside of California. So far Ryan has been to China, Japan, Taiwan, the Bahamas, Canada, Paris, London, Germany, and Mexico.   CONNECT WITH RYAN: rchaw@newbierealestateinvesting.com 916-367-3415 www.newbierealestateinvesting.com KEY TAKEAWAYS: Day 1 Mentor - I hate this job.  PRIME method for finding amazing college student tenants Collecting rents from College Students Why 15 & 10 year notes?  3 Random Questions Episode Affiliate: https://w2capitalist.com/affiliates/ Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/

After working her way up from a receptionist to sales at the age of 30, Deb Cleland chose to start her own business and invest her hard earned money in real estate. Simultaneously Deb built two businesses, from scratch, into-multi-million dollar operations. She achieved her successes as a single parent with no formal education. Both of Deb's businesses thrived, and 16 years later she decided to sell her core business to fully commit to her love of real estate investing and renovating. Deb learned very early on that buying and holding real estate is the best way to create wealth. She has beautifully restored over 400 units ranging from single-family homes to 42 unit apartment complexes. She believes that being a real estate investor is an honor, and treats her properties like homes and tenants like family. She attributes a lot of her success to finding and working with some of the greatest minds in the business who taught her about manifestation, strategic planning, hope, possibility, creating respect, accountability, action, results, kindness and love. She feels that money is empty and hollow if there isn't a purpose with a vision in place.   CONNECT WITH  DEB: debcleveland.com training.debcleveland.com/gps-course KEY TAKEAWAYS: Master Flipper - what does that mean?  How important is it to have decorator eyes?  Baby steps into flipping What's the price range on the flips you're doing? How do you find an area that attracts 1st time home buyers?  Find and Work with GREAT PEOPLE Episode Affiliate: https://w2capitalist.com/affiliates/ Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/

If you're listening to this, chances are you are 25-50 years old, you have a successful job, you have a couple of kids or planning to have 1 or 2 in the near future and when you sit down and talk things out with your spouse you realize that you both want to be further along financially so that, you can grow a bigger nest egg, have the option to leave your W2 or plan for some generational wealth building. Through many avenues, most recently we've seen is COVID, but through many avenues you've realized that the most risky thing you can do for the financial well-being for your family is have a single source of income in the form of a job and you want to tap into what 90% of millionaires have already done and add real estate investing to your portfolio. When most people encounter the idea of REI for the first time they go through this self-doubt, imposter syndrome that they aren't good enough, they aren't' rich enough, they didn't come from the right blood lines, and/or they don't have the skillsets to be able to own income producing real estate. What I want to do today is not only introduce you to 4 gentleman who I've grown to have much respect for, but you introduce you to these average joes, these guys like you and me but they are successful real estate investors, building their portfolios while they work full-time AND are present for their family. Not only are you going to get to meet them, hear from and /or see these guys BUT my hope is that you'll be intrigued enough to get involved with the W2 Capitalist Mastermind. Along with myself, these guys host individual mastermind calls throughout the month to share strategies, hold their members accountable, and challenge each other to accomplish more. Excited to introduce you to Gwyeth Smith (Multifamily), Adam Zach (Single Family B&H), Jamie O'Brien (Flipping & Wholesaling) and Darron Hay (Mobile Home Park). CONNECT WITH  GWYETH, ADAM, JAMIE AND DARRON: w2capitalist.com/mastermind KEY TAKEAWAYS: Community of Accountability Niche Focused + General Sessions Join Us.  The Story behind Adam's hat (you can see it on YouTube) EARN. INVEST. REPEAT.  Episode Affiliate: https://w2capitalist.com/affiliates/ Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/

Bob Burg is a sought-after speaker at company leadership and sales conferences sharing the platform with everyone from today’s business leaders and broadcast personalities to even a former U.S. President. Bob is the author of a number of books on sales, marketing and influence, with total book sales of well over a million copies. His book, The Go-Giver, coauthored with John David Mann, is an international bestseller and itself has sold over 950,000 copies and it has been translated into 28 languages. His and John’s newest parable in the Go-Giver Series is The Go-Giver Influencer. Bob is an advocate, supporter and defender of the Free Enterprise system, believing that the amount of money one makes is directly proportional to how many people they serve. He is also an unapologetic animal fanatic, and is a past member of the Board of Directors of Furry Friends Adoption, Clinic & Ranch in his town of Jupiter, Florida. CONNECT WITH Bob : www.TheGoGiver.com www.Burg.com w2capitalist.com/bob KEY TAKEAWAYS: A quick review of The Five Laws  Oreos are the Best Junk food Capitalism vs. Socialism Questions from the W2 Capitalist Community Episode Affiliate: https://w2capitalist.com/affiliates/ Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/

Nathan Long, as the President of Quest Trust Company, oversees the operations of the company and aids in improving the practices implemented. After joining his brother, Quincy and the Quest Trust Company team in 2007, Nathan has aided in growing the company to over ninety employees located in four different cities, with continued expansion expected in the near future. Prior to working at Quest Trust Company, Nathan was in the automotive industry for over 17 years as an upper level executive for Automotive Investment Group, AIG, and participated in growing the ABC Nissan Branch in Phoenix, Arizona. Nathan also holds the title of Certified IRA Services Professional (CISP), from the Institute of Certified Bankers. Throughout his time with Quest, Nathan has focused his time and efforts on providing superb customer service and developing excellent educational resources. As a devout vegan, Nathan loves animals and has a passion for cooking. In his spare time, he can be found working with rescued animals and travelling.   CONNECT WITH NATHAN: http://w2cap.questtrust.com KEY TAKEAWAYS: Interrupting Events in Your Life Why should you use an SIDRA to build generational wealth Setting up IRA’s for your children, good idea? Personal Examples of how Nathan has used his IRA’s for him and his children? What are benefits of leaving your IRA to your children? In your experience, what has been the best/coolest IRA investment you’ve done. What about an ugly investment? If you knew about SDIRAs long ago, what would you do differently? Episode Sponsor: http://w2cap.questtrust.com Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/

Anne Marie joined Quest Trust Company in 2013 and currently serves as a Sales Officer.  After graduating from St. Edward’s University with a Bachelor of Arts in Communication focused in Public Relations and Advertising, Anne Marie pursued a position as an IRA Specialist.  In 2014, she received the designation of Certified IRA Services Professional from the American Bankers Association.  Anne Marie’s strong sales background and degree focus motivated her to accept a position directing the Sales Department at Quest Trust Company.  In this role, she directly oversees all of the Houston and Dallas operations, business development and sales.  Anne Marie is one of the lead female public speakers at Quest Trust Company, and travels around the country educating investors on the benefits of Self-Directed IRAs.  She teaches Americans how to take control of their retirement through her experience at Quest and from personal experience starting to do her own note investments in her early 20s.  In 2018, she was approved by the Texas Real Estate Commission to be an instructor of real estate continuing education courses.  Additionally, Anne Marie manages the coordination of company events, including some of the largest and most successful events in the history of the company like the Quest Expo, Fright Night and the Online Boot Camp.   CONNECT WITH ANNE MARIE: http://w2cap.questtrust.com 855-FUN-IRAS KEY TAKEAWAYS: What is a Self-Directed IRA? How is it different from other retirement accounts?  What can an IRA invest into? What can it NOT invest to? Aside from just retirement accounts, what other types of accounts does Quest offer?  How can they be used? How do you find investments to do in a Self-Directed IRA What is the most popular investment you see at Quest Strangest investment you have seen? Episode Sponsor: http://w2cap.questtrust.com Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/

Juan Deshon was a Receiving a Bachelor’s degree in Finance at the University of Houston Juan went full time with Quest Trust in 2018. In this industry for just 3 years Juan has also accomplished receiving a title of Certified IRA Services professional (CISP), from the Institute of Certified Bankers. While at Quest, Juan has presented to groups of real estate investors wanting to learn more about their possibilities and opportunity in the retirement space across Houston. Throughout his time with Quest he has provided world class customer service, quality education and fun to our Quest team. As an IRA Specialist with Quest Trust Company, based out of the Houston Corporate office, Juan is one of the specialists who interact with the Quest clientele on a day to day basis. With over 16,000 clients at Quest, there is no question Juan has received he has not seen , answered or been tasked to resolve.  Juan loves to smoke meat on the weekend, hangout with friends and his labradoodle Goose.   CONNECT WITH JUAN: http://w2cap.questtrust.com KEY TAKEAWAYS: Why PML is popular? How does it work from an IRA standpoint? Can all IRA’s lend money? Rules against lending money Prohibited transactions (high level). Convert Your Note to Stocks How to verify your borrower is paying... Episode Sponsor: http://w2cap.questtrust.com Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/

Juan Deshon was a Receiving a Bachelor’s degree in Finance at the University of Houston when he went full time with Quest Trust in 2018. In this industry for just 3 years Juan has also accomplished receiving a title of Certified IRA Services professional (CISP), from the Institute of Certified Bankers. While at Quest, Juan has presented to groups of real estate investors wanting to learn more about their possibilities and opportunity in the retirement space across Houston. Throughout his time with Quest he has provided world class customer service, quality education and fun to our Quest team. As an IRA Specialist with Quest Trust Company, based out of the Houston Corporate office, Juan is one of the specialists who interact with the Quest clientele on a day to day basis. With over 16,000 clients at Quest, there is no question Juan has received he has not seen , answered or been tasked to resolve.  Juan loves to smoke meat on the weekend, hangout with friends and his labradoodle Goose.   CONNECT WITH JUAN: http://w2cap.questtrust.com 855-FUN-IRAS KEY TAKEAWAYS: Why would you want an SDIRA, who can use them? Anyone can use? Age matter? What is an SDIRA, what is the concept, high level? Roth IRA vs Self Directed IRA Why one versus the other? Do most people do both?  Any tax Reporting? How can this benefit me today? Episode Sponsor: http://w2cap.questtrust.com Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/

Mike Hambright is a veteran real estate investing entrepreneur that has rehabbed and wholesaled ~400 houses, and has built a rental portfolio consisting of single-family properties and an ownership stake in over $35M of multi-family investments. In addition to his extensive investing experience, he is the founder of FlipNerd.com and has produced over 1,500 video podcasts (with millions of views and downloads). Mike has coached hundreds of real estate investors directly, thousands indirectly, and is a sought after advisor to many of America's top real estate investors through his Investor Fuel Real Estate Mastermind, a leading organization of over 100 of the nation's leading investors. Additionally, Mike is the co-founder of Investor Machine, a cutting edge, data-driven lead generation agency for real estate investors. Mike is a husband to Lindsay and a father to Jake. CONNECT WITH MIKE: Mike@flipnerd.com @MLHambright on Facebook @TheMikeHambright on Instagram flipnerd.com theInvestorMachine.com InvestorFuel.com KEY TAKEAWAYS: Corporate Refugee from a Blue Collar Upbringing Having No Control of Your Future Do You Push your kid to go college?  Investor Machine Episode Affiliate: https://w2capitalist.com/affiliates/ Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/

Garrett Gunderson tackles a topic (business growth, success, and prosperity) that is critically important, yet normally neglected by most business owners (mostly due to the painfully boring presenters in this field). As the Founder of an Inc. 500 firm and author of multiple WSJ bestselling books and hit the NY Times with Killing Sacred Cows. A regular on ABC’s Good Money, he has also been interviewed by Neil Cavuto on Fox, was kicked off CNBC, has been featured in over a thousand radio interviews, been a guest on hundreds of podcasts and is also a paid contributor for Forbes. He has spoken at MIT, multiple times. If you want to transform your thoughts into profits, keep way more of what you make, keep and grow your money without sacrifice or delay... Garrett is your guy. CONNECT WITH GARRETT: billionairesmethod.com KEY TAKEAWAYS: The Rockefeller's Attorney's reached out The Family Retreat Structure Not Worried About Net Worth, Focus on Economics From Blue Collar beginnings to being labeled as the "Financial Genius" The Amusement Park for his Kids The Cash Flow Index Tuition based CPA Liberate One Million Entrepreneurs Episode Affiliate: https://w2capitalist.com/affiliates/ Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/

Jay Helms served the Information Technology industry since 2001 with a most recent exit (2020) from the W2 world to focus on Real Estate Investing full time. Jay has earned several educational accolades: B.S. Computer Science (Jacksonville State University, 2001), Masters Business Administration (New York Institute of Technology, 2005) and Certified Project Management Professional (Project Management Institute, 2008) to produce a record of seamlessly driving complex projects to completion while balancing tight resource and time constraints. A savvy relationship builder with a proven track record of forging partnerships and driving account performance to the next level. Jay started actively investing in Real Estate in 2014 and with a mix of single & multi-family homes and since has grown his real estate portfolio to over 320 units across 4 states. Recently he has started giving back to the real estate community by hosting the movement at www.W2Capitalist.com where the mantra EARN. INVEST. REPEAT. is helping every W2 Employee realize they can build legacy wealth through real estate investing AND have a successful and fulfilling W2 job. Jay and his wife Cassie have one son and two daughters. CONNECT WITH  JAY: jay@w2capitalist.com Social Media: @w2capitalist KEY TAKEAWAYS: The Backstory What I Wanted to Accomplish I Hit This Wall The Epiphany The Plan The Conflicts The Achievement The Transformation Episode Affiliate: https://w2capitalist.com/affiliates/ Links mentioned in this episode: w2capitalist.com/shop/ https://www.facebook.com/groups/REIforTheW2/

Ryan Gibson is the CEO and co-founder of Spartan Investment Group, LLC. Ryan has grown his business to over 5,000 units and 30+ employees. Ryan has raised over $30M from investors for real estate projects ranging from ground up development to cash flowing self-storage facilities. Ryan’s company focuses on providing investment opportunities for individual investors in the commercial real estate space, primarily in self-storage.  Ryan is also an airline pilot and graduated from Mercyhurst University with a bachelor’s degree in Business, with concentrations in Marketing, Management, and Advertising. In his free time Ryan enjoys spending time outdoors with his family in the Pacific Northwest and serves on the Board of trustees at his alma mater.  CONNECT WITH RYAN: https://spartan-investors.com KEY TAKEAWAYS: Starting the Journey to 5,000 units Airplane pilot, his advantage Easy to own, easy to evict and easy to operate Market Study is Key Storage  is a 10-minute Drive time. Self-storage has performed the best out of any asset class in the last 2 recessions What scares you about the self-storage  What is a market you're super excited? The nice thing about RE, you're not in the stock market. The nice thing about the stock market, you're not in real estate.  Episode Affiliate: W2 Capitalist Affiliates: https://w2capitalist.com/affiliates/ Links mentioned in this episode: W2 CAP SWAG: https://w2capitalist.com/shop/ W2 CAP Community: https://www.facebook.com/groups/REIforTheW2/