Zen and the Art of Real Estate Investing

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What if you could learn from experienced real estate investors, find out what got them to where they are now, get insight into their daily habits, and take these insights to inspire your own growth? That’s what each episode of Zen and the Art of Real Esta

Jonathan Greene


    • May 8, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 49m AVG DURATION
    • 241 EPISODES

    Ivy Insights

    The Zen and the Art of Real Estate Investing podcast is a must-listen for investors, both seasoned and aspiring. Hosted by Jonathan Greene, this podcast offers valuable insights and information from guests in every corner of the real estate industry. With a wide range of experiences and successes, Jonathan brings his wisdom to the forefront in an honest and straightforward manner. Whether you're a new agent or an experienced investor, each episode provides relevant stories and useful information that can be applied to your own real estate endeavors.

    One of the best aspects of this podcast is the structure and guest selection. Instead of solely featuring guests who own thousands of doors, Jonathan often invites guests with attainable goals. This makes it incredibly helpful for early-mid stage investors who may feel overwhelmed by the success stories of others. Additionally, each episode delves into specific strategies and markets, offering listeners valuable insights that can be applied to their own investment approach.

    While there may not be any glaringly negative aspects of this podcast, one could argue that some episodes may not resonate with every listener. With such diverse guests and topics, certain episodes may appeal more to specific individuals based on their own interests and investment goals. However, with a wide range of content available on this podcast, there is likely something for everyone.

    In conclusion, The Zen and the Art of Real Estate Investing podcast is a valuable resource for investors seeking knowledge and insights from industry professionals. Jonathan Greene's interview style brings out the best in his guests and provides listeners with practical advice they can apply to their own real estate ventures. Whether you're looking for specific strategies or broader market insights, this podcast is all killer, no filler. Give it a try and see what nuggets of wisdom you can glean from each episode.



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    Latest episodes from Zen and the Art of Real Estate Investing

    240: Investing In Historically Recession Resistant Real Estate Assets with Paul Moore

    Play Episode Listen Later May 8, 2025 51:52


    In this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Paul Moore, Founder and Managing Partner of Wellings Capital, a private equity firm specializing in recession-resistant real estate investments. With a rich background in entrepreneurship and investing, Paul shares his evolution from speculative investor to a disciplined advocate of Warren Buffett's principles, emphasizing the power of saying “no” and prioritizing long-term, stable investments. The conversation explores the importance of rigorous due diligence, operator selection, and maintaining a conservative investment strategy. Paul explains how Wellings Capital evaluates hundreds of deals to handpick only the most viable ones, ensuring a high margin of safety for investors. He also dives into undervalued asset classes such as self-storage and mobile home parks, highlighting their growing demand and often misunderstood reputation. You'll gain insight into the mechanics of private equity investing, including how Wellings structures its diversified funds, the role of trust and relationship-building with operators, and the social impact of responsible investing. Paul also shares his firm's commitment to combating human trafficking through philanthropic efforts. This episode is a must-listen for high-earning professionals looking to deploy capital wisely and anyone seeking a mindful, value-driven approach to real estate. In this episode, you will hear: The best investors say “no” to most deals The importance of discipline Mobile home parks and self-storage offer stable, recession-resistant returns Due diligence should be multi-layered and uncompromising Investing with integrity can align with creating social impact Diversified private equity funds offer reduced risk and access to top-tier operators Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Wellings Capital website - www.wellingscapital.com Wellings Capital on Facebook - www.facebook.com/wellingscapital Paul Moore's Instagram - www.instagram.com/paulmooreinvest Connect with Paul Moore on LinkedIn - www.linkedin.com/in/paul-moore-3255924 Paul Moore on X - x.com/paulmooreinvest Wellings Capital on LinkedIn - www.linkedin.com/company/wellings-capital-llc Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    239: Why Mobile Home Parks Are America's Most Stable Real Estate with Jack Martin

    Play Episode Listen Later May 5, 2025 54:05


    In the real estate world, mobile home parks aren't viewed as a glamorous asset class, but today's guest explains why you should give this asset class a second look. On today's episode of Zen and the Art of Real Estate Investing, Jonathan interviews Jack Martin, co-founder of 52TEN. Jack began his real estate career in Arizona, where he sourced off-market properties and acquired and sold over 2,000 single-family homes, as well as more than 900 apartment units. In 2016, Jack entered the mobile home park business. Since then, he's acquired 1,500 mobile home park lots. Jonathan and Jack start their conversation with Jack's introduction to real estate investing through Carleton Sheets as an 18-year-old in the military. Jack outlines the misconceptions about mobile homes and parks, what drew him to parks versus single mobile homes, and the two things that excited him about mobile homes over other asset classes. Jack explains why amenities appeal to mobile home park residents, who those amenities attract, how he chooses a geographic location for investment, and the importance of vertically integrating property management into a mobile home park strategy. As their discussion winds down, Jack shares how implementing technology can simplify management, the tax benefits associated with mobile home parks, and what to look for in a park when vetting the investment. Real estate investors may be sleeping on the opportunities mobile home parks offer, and Jack Martin outlines exactly why this asset class deserves a second look. In this episode, you will hear: Jack Martin's introduction to real estate through Carleton Sheets at 18 years old in the military Misconceptions surrounding mobile homes and mobile home parks Why Jack began buying mobile home parks versus single mobile homes The two things that excited him about buying mobile homes versus other asset classes The most expensive event that occurs for investors with rental property Creating amenities that appeal to residents and the type of residents they attract Choosing an appropriate geographic location with net population growth The importance of management and vertically integrating it into your strategy Implementing technology in managing mobile home parks to simplify How Jack educates others on this asset class and the tax benefits that come with it What to look for when you're vetting a mobile home park investment Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: 52TEN website - 52ten.com 52TEN on YouTube - www.youtube.com/channel/UCK9mmKx4H8tHQz1kt0k3_Hw Find 52TEN on Facebook - www.facebook.com/52TENInvestments 52TEN's Instagram - www.instagram.com/52teninvestments Follow 52TEN on LinkedIn - www.linkedin.com/company/18335773 Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    238: Why Underwriting and Communication Are Key To Local Home Buying with Wendell Butler

    Play Episode Listen Later May 1, 2025 49:33


    If you're new to real estate investing, understanding underwriting and being a good communicator can be the key to opening the door for great deals. On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Wendell Butler, president and founder of Hammerhead Capital. Wendell is an experienced real estate investor, former military officer, and entrepreneur with a background in loan origination. Wendell's real estate portfolio consists of properties in Massachusetts, North Carolina, and South Carolina, and now he's helping other real estate investors expand their portfolios. Jonathan and Wendell begin their conversation with Wendell's decision to pursue real estate as a post-military career. He shares the benefits of leveraging VA loans, his first investment property, and what sets Wendell apart from other investors when it comes to borrowing money. You'll hear the two things you need before asking friends or family for deal money, how he continued a growth trajectory in Charlotte, North Carolina, after leaving New England, and the importance of solving a seller's problem rather than focusing on price. Finally, Jonathan and Wendell discuss how to stand out to sellers with honesty, how Wendell is coaching others to do the same, and the biggest mistakes new wholesalers often make. Wendell Butler has built his reputation on honesty and effective communication, and he continues to grow his business by leveraging these fundamental principles. In this episode, you will hear: How Wendell Butler chose real estate as his next step following his military career The benefits of leveraging VA loans and Wendell's first property investment with a house hack The moment Wendell decided he was going to pursue real estate investing full-time What sets him apart from other investors when it comes to borrowing money Two things you need before you ask friends and family for deal money, and why they're the easiest place to find money Continuing a trajectory of growth with fix-and-flips in Charlotte versus the multifamily market in New England The importance of solving a seller's problem versus money or price Standing out to sellers with honesty How Wendell coaches new investors to do what he's doing The biggest mistakes new wholesalers make Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Hammerhead Capital - www.hhcapitalrealty.com Hammerhead Capital on Facebook - www.facebook.com/HammerheadCapitalinc Wendell Butler's Instagram - www.instagram.com/wendellpbutleriv Connect with Wendell on LinkedIn - www.linkedin.com/in/wendellpbutleriv The Real Estate Take podcast - podcasts.apple.com/us/podcast/the-real-estate-take/id1784328740 Hammerhead Capital on Instagram - www.instagram.com/hammerheadcapitalinc Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    237: How To Succeed as an Investor and a Real Estate Agent with Mike Cossette

    Play Episode Listen Later Apr 28, 2025 50:49


    In this episode, Jonathan welcomes Mike Cossette, a seasoned real estate broker and investor based in Austin, Texas. Mike brings over 20 years of expertise in residential and commercial real estate, specializing in luxury homes, multifamily units, short-term rentals, small commercial properties, and portfolio growth strategies. Gain invaluable insights into why obtaining a real estate license can be a significant advantage for investors, highlighting benefits such as commission savings, direct property access, and essential contract knowledge. Mike shares his personal journey of becoming an investor first during his college days through strategic property investments, including a memorable fraternity house that served as a powerful introduction to real estate profitability. Jonathan and Mike delve into market timing versus market longevity, emphasizing the critical need for investors to continually adapt strategies to evolving market conditions. They discuss the opportunities currently available in smaller multifamily properties and why now could be the perfect time for such investments, especially considering seller financing options. In this episode, you will hear: How obtaining a real estate license is highly beneficial for property investors. Mike's journey from first property investment to becoming a real estate agent The importance of adaptability in changing market conditions. Insights on Airbnb's early growth and house hacking strategies Strategic benefits of investing in small multifamily properties How creative investment opportunities can offer both high risks and rewards. How relationships are foundational to sustained success in real estate investing. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Website - http://michaelcossette.remax.com  Youtube - youtube.com/@AskMikeCoss Facebook - facebook.com/AskMikeCoss Instagram - instagram.com/askmikecoss LinkedIn - Linkedin.com/in/askmikecoss  Twitter - x.com/AskMikeCoss TikTok - tiktok.com/@askmikecoss rem.ax/MikesLink biggerpockets.com/users/AskMikeCoss https://rem.ax/MikeCossCLHMS Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    236: How To Find and Build Your Passive Investing Tribe with Jim Pfeifer

    Play Episode Listen Later Apr 24, 2025 48:11


    If you don't want the hassle of becoming a landlord, passive investing could be your entry into real estate investing. On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Jim Pfeifer, the former founder, president, and CEO of Left Field Investors, which is now PassivePockets. Jim is also the co-host of the PassivePockets podcast and a long-time investor in syndications as a limited partner. Jonathan and Jim start their discussion by outlining the story of Left Field Investors and Passive Pockets. Jim explains what drew him to passive investing versus active investing, the importance of vetting operators, and the downsides of becoming a landlord. You'll hear why you have to recognize that your investments are illiquid, where Jim places money outside of real estate investing, and the necessity of hiring experts to help you make the most of your money. Finally, Jim explains why he prefers personal recommendations over cold leads, the importance of doing your due diligence, and how PassivePockets helps investors vet syndicators. Jim Pfeifer has a long track record in syndication investing, and if you're interested in this asset class, don't miss his words of wisdom for finding the right investment. In this episode, you will hear: The inception of Left Field Investors and how that led to the creation of PassivePockets What drew Jim Pfeifer to passive investing versus more active investing The importance of vetting operators in syndications and why it's the key skill in passive investing Downsides of becoming a landlord Adjusting to the longer cycles in syndications as a limited partner and realizing your investments are illiquid One of the biggest mistakes Jim made as he began investing in syndications, and where he places money outside of real estate Using 1031 exchanges in syndications and finding experts who can help you make the most of your money Why personal recommendations from the investing community are always better than cold leads The perfect candidates for passive investing Funds versus one-off investing and the importance of due diligence How Jim vets syndicators and what PassivePockets does Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: PassivePockets website - www.passivepockets.com PassivePockets on YouTube - www.youtube.com/@PassivePocketsInvesting Find PassivePockets on LinkedIn - www.linkedin.com/company/passivepockets Connect with Jim Pfeifer on LinkedIn - linkedin.com/in/jimpfeifer Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    235: Unlocking Value With Carefully Chosen Multifamily Real Estate with Mike Madsen

    Play Episode Listen Later Apr 21, 2025 52:57


    Multifamily is an asset class that shows no signs of slowing down, but carefully choosing where to place that money can ensure your investment is worthwhile. On this episode of Zen and the Art of Real Estate Investing, Jonathan interviews Mike Madsen, Vice President of Acquisitions and Economics at RealSource Residential. RealSource is focused on long-term and sustainable growth and has a multifamily track record with more than $1 billion in cumulative investments and 6,300 renovated apartments. Jonathan and Mike begin their discussion by exploring what makes multifamily a great investment and Mike's market outlook for housing and multifamily. You'll hear about the pent-up demand for housing, how it will continue to impact rents, and the factors Mike uses to determine where to invest. He also shares his family history in real estate investing, the best markets to move to right now, and Mike's preference for value-add properties. Mike explains how you can mitigate risk in multifamily, where the operational sweet spot is, and what markets he has his eye on right now. He reveals the metrics he uses to evaluate a value-add property, the amenities tenants are looking for in this market, and how RealSource Residential helps investors discover their next investment. Multifamily continues to be a hot topic in real estate investing, and Mike Madsen outlines his tips for ensuring you make a sound investment. In this episode, you will hear: Why multifamily is always an excellent investment Mike Madsen's market outlook for housing and multifamily opportunities The pent-up demand for housing and how it's going to continue to impact rents Factors Mike uses to determine where to invest His family history in real estate investing and how Mike started his own journey The best markets to move to right now, based on his evaluation metrics Out-of-state investing and Mike's preference for value-add properties Mitigating risk in multifamily and the sweet spot for operational economies of scale The markets Mike has his eye on right now, the metrics he uses to evaluate a value-add property, and how occupancy rates impact renovations Additional amenities tenants now look for in a multifamily property How Mike's company, RealSource Residential, helps investors find their next investment Mike Madsen's advice for investors looking to get into multifamily Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: RealSource Residential website - www.realsourceresidential.com Connect with Mike Madsen on LinkedIn - www.linkedin.com/in/michael-madsen-Utah Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    234: Unbiased and Apolitical Economic Forecasting For Now and the Future with Lauren Saidel-Baker

    Play Episode Listen Later Apr 17, 2025 52:02


    Politics is often blamed for economic shifts, but there are usually more factors at play. Today's guest is an economic expert who explains how it can impact investors and buyers alike. On this episode of Zen and the Art of Real Estate Investing, Jonathan interviews Lauren Saidel-Baker, an economist with ITR Economics, the oldest privately-held, continuously operating economic research and consulting firm in the U.S. ITR Economics was founded in 1948. Jonathan and Lauren start the discussion by explaining how ITR Economics predicts economic shifts and how Lauren became an economist with ITR after a stint in asset management. She shares how politics and election cycles can affect economics, her predictions for 2025, and what real estate investors should look for. You'll hear the disruptions that natural disasters, population shifts, and weather can have on the economy, what regular homebuyers and investors should be looking for with purchases, and the trajectory of the real estate market in the next five years. Lauren outlines the potential opportunities real estate may offer with an economic downturn, her advice for remaining in real estate during economic disruption, and what she's doing to prepare for a potential economic depression. The economy is frequently in the news, but we don't often hear about the impact it can have on specific industries. Lauren Saidel-Baker makes the case for real estate even during economic turmoil. In this episode, you will hear: Lauren Saidel-Baker's explanation of how ITR Economics predicts economic shifts Her introduction to economics through a job after college in asset management, and what she loves about working at ITR Economics How election cycles impact economics Lauren's predictions for 2025 in comparison to 2024 and what real estate investors should look out for Disruptions that natural disasters can create, and the impact of population shifts and weather What regular homebuyers and investors should look for when they make a purchase The trajectory of real estate for the next five years based on current data Real estate opportunities that are likely with an economic downturn Population shifts around the country based on affordability What Lauren suggests for buyers in 2025 and the continued demand for multifamily assets Her advice for those who want to remain in real estate but are concerned about economic disruption, and how consumers can remain apprised of economic shifts What Lauren is doing to prepare for the coming economic depression Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/234/ to download it. Supporting Resources: ITR Economics - itreconomics.com ITR Economics on YouTube - www.youtube.com/channel/UCJx7dfActtS_noNjNq6sumA ITR Economics on Facebook - www.facebook.com/ITREconomics77 ITR Economics's Instagram - www.instagram.com/itreconomics Follow ITR Economics on LinkedIn - www.linkedin.com/company/itr-economics Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    233: My Long History With Accessory Dwelling Units

    Play Episode Listen Later Apr 14, 2025 29:41


    Accessory dwelling units (ADUs) and their cousin, detached accessory dwelling units (DADUs), can offer tremendous benefits and add value to a property. On this solo episode of Zen and the Art of Real Estate Investing, Jonathan shares his long history with ADUs and DADUs, beginning with his childhood. He outlines the main differences between ADUs and DADUs and the regulations that can impact them in your particular location. You'll hear how these units can offer independent living spaces to teenagers and young adults while keeping them close, the benefits of using them as short- or mid-term rentals, and why Jonathan views them as a big value-add when considering a property. Jonathan has a long and varied history with real estate, and his unique take on ADUs and DADUs may make you think twice before turning down a property with one on the premises. In this episode, you will hear: ADUs and DADUs as a solution to the affordable housing crisis The differences between an accessory dwelling unit (ADU) and a detached accessory dwelling unit (DADU) Understanding the regulations surrounding ADUs and DADUs in your area Jonathan's personal history with this real estate asset class and using them as an independent living space as a teenager The benefits of putting teenagers in ADUs or DADUs for the summer vacations Renting your ADU as a short-term or mid-term rental when your community allows it The multiple uses ADUs can have and buying homes with them as a feature Added value and opportunities these units add to a property Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    232: How To Invest Together and Think Differently About Real Estate with Paul Shannon

    Play Episode Listen Later Apr 10, 2025 55:18


    Making mistakes and learning from them is all part of the real estate investing game. Today's guest shares the lessons he's learned along the way, especially when it comes to syndications. On this episode of Zen and the Art of Real Estate Investing, Jonathan interviews Paul Shannon, a fund manager at InvestWise Collective. Paul has acquired more than 200 residential units by recycling equity and JV. He is a limited partner who has invested in more than 40 deals as a passive investor. Paul is also the co-host of PassivePockets, a BiggerPockets podcast on passive investing. As Jonathan and Paul start their discussion, they explore how Paul earned his investing stripes and flipped most of his single-family properties. Paul outlines his expectations as a limited partner in a syndication, the advantages of being an expert in your local market, and the one asset class Paul would never handle himself. You'll hear the greatest power an investor has, the importance of diversification, and why you need to understand your risk tolerance as a part of your investment strategy. Finally, Jonathan and Paul cover doing your due diligence, remaining patient, and knowing you have an out for an investment when you need it. Syndications are becoming more popular for those seeking passive investing opportunities, and Paul Shannon outlines what you should know before diving in headfirst. In this episode, you will hear: The first time Paul Shannon heard about syndications and how he earned his investing stripes with his first few properties How Paul used his single-family properties and why most were flips His expectations when he invests in a syndication as a limited partner The advantages of being an expert in your local market and partnering with syndications that are experts in their local markets The one asset class Paul would never handle himself, and the greatest power an investor has Remaining diversified to mitigate risk Understanding your risk tolerance as a part of your investing strategy and the connection macroeconomics has to everything Doing due diligence and the importance of patience Being prepared and having outs ready to go when you need them The formation of Paul's company and podcast, and why he's agnostic about asset classes Growing interest in syndications and where it's coming from GPs and a willingness to say no to LPs who aren't a good fit Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/232/ to download it. Supporting Resources: InvestWise Collective website - www.investwisecollective.com PassivePockets on YouTube - www.youtube.com/playlist?list=PLVOQdep-pAiJ9q6LrQzQmVx4cMo9asVS9 Connect with Paul Shannon on LinkedIn - www.linkedin.com/in/paul-shannon-68255530 Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    231: Creating Impact Equity Through Real Estate Syndications with Randy Smith

    Play Episode Listen Later Apr 7, 2025 46:31


    For many investors, it takes a while to become comfortable with syndications. For today's guest, he tried other real estate investing methods before becoming a syndication expert. Today's episode of Zen and the Art of Real Estate Investing features Randy Smith, founder of Impact Equity. He brings over 25 years of experience in corporate sales and leadership to real estate investing and launched Impact Equity in June 2022. Randy's company helps investors spend money with world-class operators across several projects. He also launched RAI$E Capital Coaching and Consulting to help new capital raisers start their businesses. Randy is the co-host of The Gentle Art of Crushing it. Jonathan and Randy start their conversation by exploring Randy's “Rich Dad Poor Dad” background and why it took until he was in his 40s to pursue real estate investing. He shares his first steps to move toward a real estate career, the pros and cons of turnkey properties, and Randy's initial investing mistakes. Randy shares that he moved to syndications after trying out the BRRRR strategy, the importance of doing your due diligence in syndication investing, and why debt is the biggest risk factor in these transactions. Jonathan and Randy cover the current challenges in his portfolio, the importance of diversifying, and why building a community as an investor is critical. As the discussion winds down, Randy explains the importance of understanding your syndication preferences, how he uses fund of funds, and the three most important things to look for in a deal. With a lengthy career in sales, Randy Smith brings a unique perspective to real estate syndications and offers expert advice on what to look for. In this episode, you will hear: Randy Smith's “Rich Dad Poor Dad” background and why he was in his 40s before he got started in real estate The first steps Randy took to move toward a career in real estate The pros and cons of turnkey properties and his initial mistakes What brought Randy to syndications after trying the BRRRR strategy The due diligence required when buying into a syndication Why debt is the single biggest risk factor in these deals Current challenges in Randy's portfolio and the importance of diversification General principles that apply across multiple asset classes  The importance of community as a real estate investor Understanding your preferences in a syndication Fund of funds and how they work How to find a syndication using Randy Smith's tips for finding the right buy The three most important things to look for in a deal What you can learn from Randy's coaching program Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/231/ to download it. Supporting Resources: Impact Equity website - www.impactequity.net Randy Smith on Facebook - www.facebook.com/randysmith637 Randy's Instagram - www.instagram.com/randysmithinvestor Connect with Randy on LinkedIn - www.linkedin.com/in/randallmsmith The Gentle Art of Crushing It - www.impactequity.net/blog/category/podcasts Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    230: Why Notes Are Hands-Off Real Estate Investments with Nathan Turner

    Play Episode Listen Later Apr 3, 2025 42:10


    Notes aren't the most conventional method of real estate investing, but this niche can offer benefits other asset classes don't. On this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Nathan Turner, owner and president of Earnest Inc., which is also Earnest Investing. Nathan began investing in the U.S. real estate market in 2008 by creating notes, which later evolved into buying performing and nonperforming notes. Jonathan and Nathan start with Nathan's decision to pursue notes versus properties and how he entered the business. Nathan shares his previous entrepreneurial pursuits and eventual pivot to fix-and-flips, leading to notes. You'll hear what Nathan's lightbulb moment was as he bought mortgage notes and realized he could be helping people in trouble with their mortgages. Nathan explains the current lack of nonperforming mortgages, what he sees for the future of the real estate market, and some of the tools he uses to find notes available for purchase. He stresses the importance of education and networking before diving into this side of real estate, the barriers of entry you can expect, and the upcoming Diversified Mortgage Expo conference in Nashville. Finally, Nathan shares his advice for investors interested in this asset class. If you're curious about what it takes to become a note investor, tune in for this episode with Nathan Turner's expert take on the business. In this episode, you will hear: Nathan Turner's decision to invest in notes rather than properties, and how he got into this business His previous entrepreneurial pursuits with franchises, and why he pivoted to fix-and-flips, which led to notes Nathan's lightbulb moment from buying mortgage notes and how he realized he could actually be helping people The current lack of nonperforming mortgages and what's driving it What may be in the future for the real estate market Tools Nathan uses for finding notes to purchase, and why education and networking matter The barriers to entry for note investing and the questions you should ask The upcoming Diversified Mortgage Expo conference and what you can expect to take away from it Nathan's company, Earnest Investing, and what they do His advice for getting started with note investing and preferred markets Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/230/ to download it. Supporting Resources: Earnest Investing  - earnestinvesting.com Earnest Investing on Facebook - www.facebook.com/earnestinvesting.re Find Earnest Investing on Instagram - www.instagram.com/earnest.investing Connect with Earnest Investing on LinkedIn - www.linkedin.com/company/earnest-investing Following Earnest Investing on TikTok - www.tiktok.com/@earnest.investing Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    229: The Secrets of Add-A-Level House Flipping with Gabe DaSilva

    Play Episode Listen Later Mar 31, 2025 52:49


    Adding levels to existing homes can be lucrative for flipping homes, especially when your market is saturated with older homes. On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes returning guest Gabe DaSilva back to the show. Gabe is the founder and president of the DaSilva Group. He is also the founder of the Add-A-Level Bus Tour, Fix & Flip Foundation, Real Estate Riches Mastermind, and Learn & Earn with the DaSilva Group. Jonathan and Gabe begin their conversation with how Gabe continues to be successful with home flips despite limited inventory and high interest rates. You'll hear about Gabe's competitive advantage, how he uses systems, syndication, and clustering to increase profitability, and how he's using Zillow Builder and the MLS as sales tools. He explains what you need to know before adding a level to an older home, the amenities that can help a property reach its full potential, and the rise in multigenerational living as homes increase in price. Jonathan and Gabe discuss the challenges higher interest rates present in the market, the benefits of adding levels to homes, and how Gabe qualifies a market for his flips. He shares what he looks for in a home's location, what you can learn from the Add-A-Level Bus Tour he hosts twice a year, and the importance of grit in a successful investor. Adding a level to an older home is a creative way to increase its value and stand out in a market with limited inventory. Gabe DaSilva teaches new investors how to leverage this strategy successfully. In this episode, you will hear: How Gabe DaSilva continues to find success with flipping despite limited inventory and high interest rates The competitive advantage he has due to his reputation Systems, syndication, and clustering when flipping properties Gabe's use of Zillow Builder and the MLS as sales tools and building a narrative around the home What you need to know when adding a level to an older home The components a basement needs to be considered as additional square footage in a home Amenities that help a property reach its max potential The rise in multigenerational living The challenges that higher interest rates are presenting in home sales Benefits of adding levels to homes to increase their value Qualifying a market for flips and determining whether or not a location works The bus tour Gabe hosts twice a year for investors, and what people can learn from it Why grit is crucial for the students in Gabe's program Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/229/ to download it. Supporting Resources: Gave DaSilva's website - www.gabedasilva.com Gabe's YouTube channel - www.youtube.com/gabedasilva Find Gabe on Facebook - www.facebook.com/RealGabeDaSilva Gabe's Instagram - www.instagram.com/realgabedasilva Connect with Gabe DaSilva on LinkedIn - www.linkedin.com/in/gabedasilva Fix and Flip Syndicate - www.thefixandflipsyndicate.com/group Get the “Flip Tips” book - www.fliptipbook.com/optin1651100941998123 Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    228: How To Take Short-Term Rentals From Construction To Cribs with Mark Lumpkin

    Play Episode Listen Later Mar 27, 2025 55:04


    Short-term rentals are still a popular asset class, but you have to optimize them for your guest avatar to get them right. On this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Mark Lumpkin, Sales Director at STR Cribs. STR Cribs helps STR owners understand what makes a high-performing short-term rental. They are renovation and design experts for top-performing short-term rentals nationwide. Jonathan and Mark start their conversation by exploring the features a short-term rental needs to stand out, how you can optimize a property's features, and the importance of addressing preventative maintenance before it becomes a problem. Mark explains why paying attention to guest feedback, performing trial stays at a property with friends and family, and the difference between market-specific and universal amenities is important. You'll hear why data is essential in purchasing the right property in the right market, why you shouldn't overlook secondary STR markets, and adding ADU or disability accessibility to appeal to more guests. Finally, Mark shares how he and his wife began investing in STRs, how STR Cribs can help STR owners design and build their ideal short-term rental, and his advice for investing in an asset you can use and rent out. Short-term rentals continue to be a popular option for real estate investors, and now, more than ever, they have to stand out from the crowd. Mark Lumpkin offers insights on creating a property you and your guests can enjoy. In this episode, you will hear: What drew Mark Lumpkin to short-term rentals, and why each STR has to stand out Optimizing the features of each property and customizing it to your guest avatar Addressing preventive maintenance and longevity rather than putting them off Paying attention to guest reviews and listening to feedback Staying in your properties and asking friends and family to stay there to address any issues you didn't think about Market-specific amenities versus universal amenities based on different guest types Using data to purchase the right property in the right market Why you shouldn't overlook some of the secondary STR markets The importance of ADU or disability accessibility in a property How Mark and his wife began investing in STRs after some international travel where they learned some lessons about what did not fit their lifestyle How STR Cribs helps STR owners design and build their ideal STR The lack of top-tier homes available as STRs and the best ROI amenities Mark's advice for investing in an STR you can use as well as rent out Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/228/ to download it. Supporting Resources: STR Cribs website - STRCribs.com STR Cribs on YouTube - www.youtube.com/@STRCrib Connect with Mark Lumpkin on LinkedIn - www.linkedin.com/in/mark-lumpkin-84b173142 Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    227: How To Perfect Your Real Estate Side Hustle with Devon Kennard

    Play Episode Listen Later Mar 24, 2025 62:32


    Creating a real estate side hustle can be a great way to hone your skills while continuing to build your primary source of real estate income. Today's guest has a new book that teaches you exactly how to do it. On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes returning guest Devon Kennard. Devon is a former NFL pro football player and author of the new book “Real Estate Side Hustle.” He is also an investor and a lender. Jonathan and Devon dive into their conversation by discussing Devon's new book, “Real Estate Side Hustle,” and what you can learn from it. Devon shares how he's building systems to create processes using AI, the importance of identifying your side hustle goal, and why he dislikes the lack of control in syndications. You'll hear the difference between fast and slow money, why you should be continuously learning, and the four components of a good real estate team. Finally, Jonathan and Devon cover why cheaper markets and properties aren't necessarily the best investing method and why you should view your real estate business as a ticket to FIRE. A career in real estate doesn't mean you have to focus on just one component. Devon Kennard explains how creating a side hustle within the industry can help you achieve your goals faster. In this episode, you will hear: Devon Kennard's inspiration for his second book, “Real Estate Side Hustle” Calculated risk and building out systems to create a process using AI Identifying what's most important in your side hustle and focusing on those goals Why Devon began lending primarily in his local area instead of across the country His experiences with syndications and why he dislikes the lack of control in them Fast versus slow money Creating a side hustle alongside your career and not idealizing retirement but instead creating time freedom The importance of continuous learning Devon's ideal client for 42 Solutions and his preference for experienced borrowers The four components of a good team: deal finder, contractor, property manager, and lender Why starting in the cheaper markets and properties isn't always the best investing method The social media influence to count doors and why it isn't always the best indicator of wealth Business as the ticket to FIRE Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/227/ to download it. Supporting Resources: Devon Kennard's website - www.devonkennard.com Find Devon on YouTube - www.youtube.com/@devonkennard42 Devon's Facebook page - www.facebook.com/DevonKennard Devon on Instagram - www.instagram.com/devonkennard/?hl=en Connect with Devon Kennard on LinkedIn - www.linkedin.com/in/devon-kennard-b1080547 Devon's Twitter/X - x.com/devonkennard 42 Solutions website - weare42solutions.com Get Devon's new book, “Real Estate Side Hustle” - store.biggerpockets.com/products/real-estate-side-hustle Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    226: How To Rebuild Your Financial Future One Property At a Time with Melissa Nash

    Play Episode Listen Later Mar 20, 2025 51:56


    Securing a solid financial future is often the biggest reason people enter the world of real estate investing, which doesn't require attaining as many properties as you may believe. On this episode of Zen and the Art of Real Estate Investing, Jonathan interviews Melissa Nash, founder of Lady Luck Investments, which emerged out of necessity. Melissa built a portfolio that secured her family's financial future in less than six years. Now, she's teaching other women how they can do the same. Melissa wants to change the story of women in real estate and create a legacy of wealth and empowerment. Jonathan and Melissa start their conversation with the story of Melissa's grandmother-in-law, who began investing in real estate in Los Angeles in the 1960s. Melissa shares her difficulties as a female investor today, her early failures due to her unwillingness to learn, and how a mentor introduced her to turnkey real estate. She highlights the success she eventually found with a Section 8 property, eventually leading to buying some short-term rentals, and explains why she self-manages her properties rather than paying a property manager. You'll hear the importance of being a good host with STRs, using those STRs to generate immediate cash flow to fund other ventures, and what new investors fail to do as they start their portfolios. Building a financial future with real estate is a method used for generations, and Melissa Nash is creating a legacy of wealth for her family. In this episode, you will hear: Melissa Nash's inspiration from her husband's grandmother, who was a real estate investor in Los Angeles in the 1960s and ‘70s The difficulties of being a female real estate investor, even today The failures Melissa experienced before her real estate career took off Her unwillingness to learn in the beginning which contributed to those early failures How a mentor introduced Melissa to turnkey real estate Finding success with a Section 8 property and how that led to short-term rental purchases she self-manages The importance of being a good host for great feedback Adding or removing amenities based on requests or negative feedback STRs as a way to generate immediate cash flow for more STRs or long-term rentals Using your rentals for your own enjoyment and building a generational legacy with real estate investing What new investors fail to do as they get their portfolios started Melissa's mission to educate women on real estate and the potential it offers Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/226/ to download it. Supporting Resources: Melissa Nash's website - ​​www.hellomelissanash.com Melissa's YouTube channel - www.youtube.com/@hellomelissanash Lady Luck Investments on Facebook - www.facebook.com/ladyluckinvestments Find Melissa on Instagram - www.instagram.com/hellomelissanash Connect with Melissa on LinkedIn - www.linkedin.com/in/melissa-nash-35aa0745/ Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    225: Maximizing Rental Returns Through Stress-Free Property Management with Mo Hashem

    Play Episode Listen Later Mar 17, 2025 52:03


    Property management isn't often at the top of a new investor's list when they're thinking about buying a piece of real estate. However, property management can be the ticket to a stress-free investing experience. On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Mo Hashem, the visionary behind Flat Fee Landlord, one of the country's fastest-growing residential property management companies. He helps working professionals go from owning one primary residence into profitable real estate investments. Mo has worked across the real estate industry in investing, property management, managing and buying multifamily, selling homes, and training real estate professionals. He has more than 4,000 tenants and has worked with over 2,000 investors. Jonathan and Mo begin their discussion with Mo Hashem's introduction to real estate in college as a career and why he saw it as a vehicle to attain freedom. Mo outlines how he benefitted from a real estate license, the biggest misconception about single-family assets, and how hiring a competent property manager to do the work you don't want can aid your business. You'll hear how to find the right property manager, why scaling is important in real estate, and the importance of maintaining a day job–probably for longer than you thought you should. Finally, Mo shares why you need to be comfortable with your finances, how he started Flat Fee Landlord, and his advice for placing tenants and their pets in your properties. A great property manager can be a game-changer. Mo Hashem's tips make it easier to identify what you need in a property manager. In this episode, you will hear: Mo Hashem's introduction to real estate as a way to earn an income in college Looking at real estate as a vehicle to attain freedom Benefitting from a real estate license and the post-2008 economy Mo had to overcome The biggest misconception about single-family rentals Hiring a competent property management company to do the work you don't want to do Finding the right property manager for your rentals and when to hand off management The importance of scale in real estate Mo's advice for starting a real estate portfolio while retaining your day job Staying power in the real estate investing game and treating it like a business The role of finances in investing and finding the middle ground where you're comfortable The inception of Flat Fee Landlord and how Mo differentiated it from other property management services Vetting tenants and choosing where to invest based on state laws Mo's advice for placing tenants and pets in your properties Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/225/ to download it. Supporting Resources: Flat Fee Landlord - Houston Property Management - www.houstonpropertymanager.com Flat Fee Landlord on YouTube - www.youtube.com/channel/UCTA-4GbXo56Ukw6MKMDlhYA Find Flat Fee Landlord on Facebook - /www.facebook.com/FlatFeeLandlordDFW Flat Fee Landlord's Instagram - www.instagram.com/flatfeelandlord Connect with Mo Hashem on LinkedIn - www.linkedin.com/in/moahashem Flat Fee Landlord on X - x.com/flatfeelandlord Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    224: Creating Real Impact Through Passive Real Estate Investing with Nate Shields and Troy Zimmerman

    Play Episode Listen Later Mar 13, 2025 53:08


    Betting on yourself first is often the key to creating a real impact on your real estate investing journey. On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes guests Nate Shields and Troy Zimmerman from Missional Capital Group. Missional Capital Group is a real estate investment company that believes financial success should be driven by purpose and ethical principles. Nate and Troy's journey began with a simple yet powerful vision to create a platform that aligns financial prosperity with social responsibility. Jonathan, Nate, and Troy start their discussion by delving into Troy and Nate's introductions to real estate. You'll hear how they met, the block Troy had as a financial advisor, how Nate and Troy overcame it to form Missional Capital Group, and why relationships are important to real estate transactions. Nate and Troy explain the importance of betting on yourself first, having income streams outside of syndication investments, and how they decided syndications are a good investment using the strategies they developed for investing. Finally, Nate and Troy share how they chose their market in Alabama, their primary source for finding off-market deals, the benefits of holding a real estate license as an investor, and how meetups can be a great way to connect to other investors. Syndications can create the impactful passive real estate investing many investors are seeking. Nate Shields and Troy Zimmerman outline what you need to know about this investing vehicle. In this episode, you will hear: Troy Zimmerman's initial interest in real estate through his family members Nate Shields's introduction to real estate in his early 20s after reading “Rich Dad Poor Dad” and “Rich Dad's CASHFLOW Quadrant” How Troy and Nate met and began working together, and the impact market shifts have had on their business model over the years The block Troy had as a financial advisor to form Missional Capital Group with Nate Relationships and why they matter so much in real estate transactions Betting on yourself first and the importance of having income streams outside of syndication investments Deciding to begin investing in syndications and how Troy and Nate's strategy gave them confidence Investing in Alabama and their fortune in finding that particular market Troy and Nate's leading source for finding off-market deals Opportunities for seller financing and what makes it harder to implement than most other strategies The benefits of holding a real estate license as an investor Nate and Troy's current buy box and the importance of a trusted property manager Meetups as a way to get connected to other investors and their advice for new investors Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/224/ to download it. Supporting Resources: Missional Capital Group - www.missional.group Missional Capital Group's Facebook page - www.facebook.com/missionalcapital Missional Capital on Instagram - www.instagram.com/missionalcapital Find Missional Capital on LinkedIn - www.linkedin.com/company/missional-capital-group Troy Zimmerman on Instagram - www.instagram.com/troygzimmerman Connect with Troy on LinkedIn - www.linkedin.com/in/troyzimmerman Find Nate Shields on Instagram - www.instagram.com/nate_shields Connect with Nate on LinkedIn - www.linkedin.com/in/nate-shields Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    223: Turning Your Income Into Lasting Wealth Through Real Estate with Whitney Elkins-Hutten

    Play Episode Listen Later Mar 10, 2025 55:17


    Diversifying your real estate portfolio can be the ticket to lasting wealth and legacy. On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Whitney Elkins-Hutten, a former healthcare professional turned real estate investor. An investor since 2002, Whitney is a passive income strategist dedicated to helping busy professionals achieve financial freedom and build lasting wealth. She is the founder of Ash Wealth and part of the PassiveInvesting.com team. Jonathan and Whitney begin their conversation by discussing the importance of diversity in investing and some lessons she learned early in her investing career. Whitney shares her challenges with interest rates even before the 2008 financial crisis, what led her into real estate, and her love-hate relationship with real estate social media. She explains why having reserves for problems that arise in your investing career is important, doing your due diligence before purchasing a property, and what prompted Whitney to move into syndications and scale her business. Finally, she and Jonathan cover the assets she would advise someone to purchase today, the downsides of 1031 exchanges, and the three things you need to be successful in real estate. Whitney Elkins-Hutten has built a portfolio that creates a legacy and teaches others how to do the same. In this episode, you will hear: The importance of diversity in investing, according to Whitney Elkins-Hutten Whitney's challenges with interest rates and what that taught her about diversity Her entry into real estate in 2002 and what led her into it The disaster that happened 24 hours after closing on one of her properties Whitney's love-hate relationship with social media related to real estate Setting aside reserves for the problems that can arise in real estate investing Doing your due diligence before buying a property, and what photos don't tell you Scaling up the business, moving from flipping into rentals, and what prompted Whitney to move into syndications Building a debt layer into her portfolio as another form of diversity The assets Whitney would advise someone to purchase today if they want to diversify their portfolios Understanding how to compound your money over time The downsides of doing 1031 exchanges, the importance of a solid financial foundation, and the three things you need to be successful in real estate Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/223/ to download it. Supporting Resources: PassiveInvesting.com - www.passiveinvesting.com Whitney Elkins-Hutten on LinkedIn - www.linkedin.com/in/whitneyelkinshutten Ash Wealth - ashwealth.com Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    222: Curating Resort Residential and Hospitality Real Estate Assets with Stephen Petasky

    Play Episode Listen Later Mar 6, 2025 55:11


    Owning luxury real estate can offer lifestyle benefits aside from the perks of an income-producing asset. On this episode of Zen and the Art of Real Estate Investing, Jonathan interviews Stephen Petasky, founder and CEO of the Luxus Group. Luxus aims to provide an overall travel solution for affluent families seeking enhanced vacation experiences. Luxus Group includes Luxus Developments, Luxus Restorations, Luxus Vacation Properties, and a special project called Ena Lake Lodge, a private fishing club. Jonathan and Stephen start their discussion by exploring Stephen's interest in the luxury real estate space that began with his parents. Stephen explains why it's important to enjoy the real estate you own and the lifestyle that comes with it, balancing making a profit with enjoying your properties, and involving the entire family in a vacation or luxury property purchase. You'll hear about Stephen and his wife's first investment purchases and how they involved family and friends, understanding your target avatar, and why remaining hyper-local and understanding your community's needs can be a business boost. Finally, Stephen outlines what he's looking forward to as his business grows and evolves and builds brand loyalty and trust with guests. Part of the appeal of buying real estate is its tangibility, and owning luxury properties can up the ante. Stephen Petasky reveals how he built a successful business with luxury properties while enjoying them with his family. In this episode, you will hear: How Stephen Petasky developed an interest in the luxury real estate space through his parents Enjoying the real estate you own and the lifestyle it can create The balance between making a profit and enjoying the properties you own Involving the whole family in a vacation or luxury property purchase Stephen and his wife's first investment purchases and how they involved family and friends Understanding who your avatar is and building the business around something you're passionate about The transition from the initial iteration of Luxus to vacation rental management as Airbnb became more popular Remaining hyper-local and understanding your community's needs What Stephen is looking forward to as his business grows The loyalty guests feel to brands and how operators can retain that loyalty Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/222/ to download it. Supporting Resources: Luxus Vacation Properties - www.luxusvp.com Luxus Vacation Properties on YouTube - www.youtube.com/@luxusvp Find Luxus on Instagram - www.instagram.com/luxusvp Connect with Stephen Petasky on LinkedIn - www.linkedin.com/in/stephen-petasky-86437711 Luxus Group - www.luxusgroup.com Luxus Restorations - www.luxusrestorations.com Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    221: Creating Wealth and Leveling The Playing Field in Self-Storage with Mark Helm

    Play Episode Listen Later Mar 3, 2025 54:56


    Self-storage is an under-the-radar asset class that can be a real game-changer for creating wealth. Today's guest has incredible knowledge about it and is on a mission to teach others about its benefits. On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Mark Helm, a self-storage and real estate veteran. Mark is the author of “Creating Wealth Through Self-Storage” and co-owner and principal broker of Nexus Commercial Advisors. He also developed the self-storage financial analysis software Storage World Analyzer. Mark owns several self-storage facilities, is a self-storage developer, investor, speaker, consultant, and trainer, and is the co-owner and partner of Resolve. Jonathan and Mark begin their conversation by exploring Mark's early career in real estate as a way to create supplemental income for his day job. Mark quickly discovered he loved real estate, attaining his CCIM designation and working as a commercial broker before moving into investing in self-storage. You'll hear the challenges he initially faced, why no other asset is more localized, and what makes self-storage recession-resistant. Mark shares his strategy for self-storage, how he evaluates occupancy levels, and his opinion on dynamic pricing. Finally, he explains what he likes about conversions and expansions, the five KPIs Mark uses for every facility and manager, and technology's impact on the self-storage industry. Mark Helm is a veteran real estate professional and self-storage guru. This episode is a must-listen for a deep dive into the self-storage world. In this episode, you will hear: Mark Helm's interest in real estate as a way to supplement his income and how that led to a full-time career in real estate His attraction to commercial real estate, getting his CCIM designation, and then moving into investing in self-storage The challenges Mark faced when he started in self-storage and the benefits that outweighed them The importance of visibility in self-storage and why no other asset is more localized How this asset class can fail, and what makes it recession-resistant Mark's strategy for self-storage and determining which deals are a yes or no Where he believes the deals are today Evaluating occupancy levels in a self-storage space Mark's take on dynamic pricing Why the income increase should be higher than operational costs What Mark likes about conversions and expansions The five KPIs Mark uses for every facility and manager and how technology has changed the business Constructing self-storage units and some of the issues that can arise Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/221/ to download it. Supporting Resources: Creating Wealth Through Self-Storage - creatingwealththroughselfstorage.com Mark Helm on YouTube - www.youtube.com/channel/UCFwEQnGiNYB46SSs2_HoTsA Find Mark on Facebook - www.facebook.com/mark.helm.33 Connect with Mark on LinkedIn - www.linkedin.com/in/markhelmccim Resolve - resolveself-storage.com Get the “Creating Wealth Through Self-Storage” book - www.amazon.com/Creating-Wealth-Through-Self-Storage-ebook/dp/B00TP5VWVM Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    220: How To Reduce Your Taxable Income Through Cost Segregation on Real Estate with Erik Oliver

    Play Episode Listen Later Feb 27, 2025 45:47


    Cost segregation can save you a lot of money on your investment properties through taxes. Today's guest is an expert on this topic and shares what you need to know about cost segregation. On today's episode of Zen and the Art of Real Estate Investing, Jonathan interviews Erik Oliver, Vice President of National Accounts at Cost Segregation Authority. His company reclassifies assets, which then allows you to accelerate the depreciation. Using this strategy could save you a ton of money on taxes. Jonathan and Erik explore cost segregation and who it benefits. You'll hear Erik's example of cost segregation for an office building, the importance of hiring an accountant specializing in this concept and real estate, and the audit considerations when you decide to do cost segregation. You'll hear what Erik believes is the “must do” asset class for cost seg, the value of setting up a team to help mitigate your tax burden, and what Erik learned from his first disastrous rental property. Finally, Erik explains his involvement with micro apartments and opportunity zones as an answer to the affordable housing problem and the importance of cost segs in syndication investments. Taxes can take a big bite out of your investment income, and cost segregation can make a big difference in your returns. Don't miss Erik Oliver's expertise in making the most of cost segregation. In this episode, you will hear: What cost segregation is, and who needs it Erik Oliver's example of cost segregation for an office building The importance of hiring an accountant who understands the concept of cost segregation and real estate Why cost segregation is way deeper than just the “stuff” Audit considerations when performing cost segregation The “must do” asset class for cost seg Setting up a team that can help you mitigate your tax burden Applying cost seg across multiple properties or in a house hacking scenario Erik's first rental property, why it was a disaster, and what he learned from it Micro apartments and opportunity zones as an answer to the affordable housing problem The importance of cost segs in syndication investments Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/220/ to download it. Supporting Resources: Cost Segregation Authority - www.costsegauthority.com CSA Partners on LinkedIn - www.linkedin.com/company/csapartners Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    219: The Blueprint To High-Performing Short-Term Rental Properties with John Bianchi

    Play Episode Listen Later Feb 24, 2025 63:10


    Having the right data is one way to ensure your investment in a short-term rental is a good one. On today's episode of Zen and the Art of Real Estate Investing, John Bianchi, the Airbnb Data Guy, sits down with Jonathan to explain the importance of data when buying a short-term rental. John is the founder of STR Search, which matches clients with the highest cash-flowing short-term properties. John is also the creator of Air Valuation and Air Optimization systems. Jonathan and John discuss how John became the Airbnb Data Guy. John shares the widespread availability of data and how it has impacted inexperienced investors getting into the STR market. He and Jonathan discuss why so many new Airbnb investors fail, how he developed an interest in STRs, and his start in real estate investing with arbitrage. John reveals the importance of balancing a worst-case scenario with taking action, what he looks for in a market for STRs, and the benefits of using AirDNA to evaluate a market. Finally, Jonathan and John cover his one piece of advice for those interested in STRs and the free course you can find on his website to help you get started. John Bianchi understands the importance of data in real estate investing and arguably knows more about short-term rental markets than anyone in the business. This episode is a must-listen if you're contemplating entry into the STR world. In this episode, you will hear: How John Bianchi became the Airbnb Data Guy The widespread availability of data and its impact on inexperienced investors entering the market Operating an Airbnb and why so many new investors fail John's interest in short-term rentals and his thoughts on the acquisition of STRs by hotel chains Building communities in resort areas, selling to an investor, and the various issues involved in that type of prospect His start with arbitrage in Chicago and Scottsdale and why that method isn't for everyone Balancing a worst-case scenario with taking action Markers John looks for that indicate a good or bad market for STRs The benefits of using AirDNA to evaluate a market Why high net-worth individuals are buying STRs and not necessarily looking for them to make money What John needs to know about someone to find the right market for their STR John's one piece of advice for someone who hasn't done short-term rentals but is interested His free course on his website that teaches about STRs and the services his company offers Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/219/ to download it. Supporting Resources: STR Search - strsearch.com John Bianchi on YouTube - www.youtube.com/@theairbnbdataguy Find John on Instagram - www.instagram.com/theairbnbdataguy Connect with John on LinkedIn - www.linkedin.com/in/john-bianchi-245608a6/ John's TikTok - www.tiktok.com/@theairbnbdataguy The Bianchi Method - shop.strsearch.com/offers/hoQjGYBG/checkout Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    218: How To Become a Professional Remote Real Estate Investor with Michael Albaum

    Play Episode Listen Later Feb 20, 2025 49:54


    With today's technology, becoming a real estate investor is possible without ever seeing the properties you buy. This is the path many would-be investors take when they live in more expensive areas like California. Today's guest is one such investor. On this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Michael Albaum, a professional real estate investor with over 12 years of experience. Michael is an Airbnb Superhost and the founder of myFI, which stands for financial independence. Jonathan and Michael begin their conversation by delving into Michael's path to remote investing through a property in Southern California. Michael shares how he began to scale his business as he better understood costs in various parts of the country. You'll hear how coliving with roommates helped Michael get his business off the ground, the importance of finding an unbiased party to evaluate properties for you remotely, and what drew him to multifamily and mixed-use properties as he expanded. He also outlines the difference between financial independence and financial freedom, the benefits of retaining a W2, and Michael's recommendation to put in offers on homes even when you know they will be rejected. Finally, he shares why he loves midterm rentals and what he sees changing for them in the future. Real estate can be prohibitively expensive for investing in some parts of the country, but Michael Albaum teaches others how to find investing opportunities in lesser-known areas and create opportunities to build a legacy. In this episode, you will hear: Michael Albaum's path to remote investing and his early interest in real estate The fears surrounding remote investing and how systems can help mitigate the fear His first property in Southern California and how his dad helped him evaluate the property with numbers instead of emotions Scaling the business and understanding costs in various parts of the country Coliving and community living while investing in real estate Finding an unbiased eye to help evaluate properties for you when buying remotely Moving into multifamily and mixed-use The difference between financial independence and financial freedom and the role a W2 plays in that Why it's okay not to have all the answers when you start and making offers you know will be rejected The importance of firsthand experience Michael's plans for the future and his focus on his coaching and education business What he likes about midterm rentals versus short-term and long-term Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/218/ to download it. Supporting Resources: myFI academy - www.myfiacademy.com Find Michael Albaum on Instagram - www.instagram.com/myfimike Connect with Michael on LinkedIn - www.linkedin.com/in/michaelalbaum Michael on X - x.com/MichaelAlbaum Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    217: Wealth-Building Real Estate Investments For Busy Professionals with Adiel Gorel

    Play Episode Listen Later Feb 17, 2025 57:01


    The real estate market in the United States is magical, but its citizens often miss out on the unique opportunities it offers. On this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Adiel Gorel, founder and CEO of International Capital Group, a world-renowned real estate investment firm founded in the San Francisco Bay Area. Since 1987, Adiel has taught investors how to secure a strong financial future for college, business investments, and retirement. Adiel also operates in the wellness space. Jonathan and Adiel begin their discussion by exploring Adiel's unwilling exposure to real estate as a child. When he began his career in Silicon Valley as a young adult, he discovered the many benefits of the U.S. real estate sector, learning how to leverage the mortgage system to build wealth with rental properties. Adiel explains the fluctuation in interest rates since the 1980s, the benefits of buying today instead of waiting, and why inflation can be a positive for investors. You'll hear about venturing beyond your local market for rental properties, his criteria for the markets he buys in, and Adiel's personal decision to rent for 20 years before buying his own home. The real estate market in this country is unique, and Adiel wants everyone to know what they could be missing out on by not taking advantage of the magic it offers. In this episode, you will hear: Adiel Gorel's introduction to real estate as a child and when he decided he wanted to pursue real estate investing as a career Leveraging the U.S. mortgage system to build wealth with rental properties and how interest rates have fluctuated since Adiel's start in the 1980s The benefits of buying today versus waiting for interest rates to fall The miraculous real estate market in the U.S. that its citizens often miss Why inflation can be a positive for real estate investors Adiel's refusal to retire Buying rentals outside of your local market for better deals and where Adiel looked outside of his home state of California How he began helping a group of coworkers buy homes where he was buying them His criteria for buying a particular market Adiel's decision to rent for 20 years as an investor before buying his own home Why you are never too old to invest in real estate and the advice he gives to new investors One of the worst mistakes investors can make Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/217/ to download it. Supporting Resources: Adiel Gorel's website - adielgorel.com Adiel's YouTube channel - www.youtube.com/@AdielGorel Adiel on Facebook - www.facebook.com/Adiel.Gorel.Profile Find Adiel on Instagram - www.instagram.com/adielgorel Connect with Adiel Gorel on LinkedIn - www.linkedin.com/in/adielgorel Adiel's TikTok - www.tiktok.com/@adielgorel ICGRE - icgre.com Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    216: Finding Suite Success Through Short-Term Rental Hospitality with Katie Cline

    Play Episode Listen Later Feb 13, 2025 53:18


    Hospitality is an important element of the short-term rental business, but it's too often forgotten in favor of saving money. But little touches, like a tissue box tucked under the bathroom sink, can make or break a guest review. On this episode of Zen and the Art of Real Estate Investing, Jonathan interviews Katie Cline, a senior global public relations and communications leader. Katie is also a storyteller and the host of the Suite Success podcast. In the last three years, she has become a short-term rental investor, using her hospitality background to create memorable stays for her guests. Jonathan and Katie explore her decision to get into short-term rentals after she built a successful career in hospitality. Katie explains hospitality's role in STR success, catering to guest needs and wants in a property, and ensuring you've set the right expectation within the first 10 minutes of their arrival. She shares why she believes AI is removing personalization from the STR world, the importance of responding quickly to a guest's concerns, and the difficulties of scaling a business, maintaining high standards, and retaining a personal touch. As they wrap up, Katie explains why differentiating your brand from others can help your STRs stand out and her thoughts on Marriott's acquisition of Postcard Cabins. Boutique hotel hospitality translates well to STRs, and Katie Cline shares how she does it. In this episode, you will hear: Katie Cline's decision to get into short-term rentals after building a career in hospitality The role of hospitality in creating STR success Catering to yourself to understand what your guests want in a property Setting expectations within the first 10 minutes of a guest's arrival Katie's advice to address an issue if you hear it more than once How AI is removing some of the personalization from STR stays Using a quick response time to mitigate any issues with a stay and using open-ended questions to understand a guest's needs Scaling the business while retaining a personal touch and maintaining high standards Differentiating your brand from the competition and knowing your market Responding to guests' needs and wants when they let you know something is missing Taking a page from the hotel playbook to set yourself up for success Marriott's acquisition of Postcard Cabins and what was behind that decision What you can expect to hear on Katie's podcast, Suite Success Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/216/ to download it. Supporting Resources: Suite Success podcast - www.suitesuccesspodcast.com Suite Success on YouTube - www.youtube.com/@suitesuccesspodcast Suite Success on Facebook - www.facebook.com/suitesuccesspodcast Find Suite Success on Instagram - www.instagram.com/suitesuccesspodcast Connect with Katie Cline on LinkedIn - www.linkedin.com/in/katiecline13 Trout Landing - www.trout-landing.com Katie Cline's website - www.bykatiecline.com Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    215: How To Get Dirt Rich Being a Land Geek with Mark Podolsky

    Play Episode Listen Later Feb 10, 2025 40:36


    Land could be the most underutilized asset class for real estate investors, with a lower barrier of entry, making it perfect for new investors with less capital. On this episode of Zen and the Art of Real Estate Investing, Mark Podolsky, The Land Geek, joins Jonathan to talk about his career in land flipping. Mark teaches others how to get started with this accessible real estate investing vehicle and has completed over 5,000 land deals for his company, Frontier Equity Properties. Mark is also the author of “Dirt Rich: How One Ambitiously Lazy Geek Created Passive Income in Real Estate Without Renters, Renovations, and Rehabs.” Jonathan and Mark start their conversation by exploring what propelled Mark to pursue a career in land, why passive income is the antidote to financial insecurity, and the unpopularity of land compared to other asset classes. You'll hear how to look for raw land, Mark's flipping process, and the downsides of this particular investing class. He shares the personality types that best suit land flipping, who land buyers are, and how Mark finds off-market purchases. Getting into real estate investing can feel too expensive for many would-be investors. Mark Podolsky advises others on investing in an affordable asset class and creating passive income streams. In this episode, you will hear: The job and commute that drove Mark Podolsky toward the land business Passive income as the antidote to financial insecurity Why people often ignore land flipping in favor of something like wholesaling Looking for raw land with the resources that Mark recommends and the process for flipping it The pitfalls of land investing, pricing it for sale, and the importance of systems Solving money and time problems with passive income The personality types land flipping best suits and why younger people are interested in land flipping Who land buyers are and what they're looking for Off-market purchases, how Mark finds them, and the criteria he uses to choose a geographic location What the future looks like for land Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/215/ to download it. Supporting Resources: http://www.thelandgeek.com/ http://youtube.com/thelandgeek https://www.facebook.com/thelandgeek/ https://www.instagram.com/thelandgeek/ https://www.linkedin.com/in/thelandgeek https://www.x.com/thelandgeek https://www.tiktok.com/@thelandgeek Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    214: How To Make Your Money Work Harder Through Syndication with Sam Morris

    Play Episode Listen Later Feb 6, 2025 49:38


    Syndications are popular for experienced investors, but they're also gaining steam for new investors who want to make their money work harder. On this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Sam Morris, CEO of Sunset Capital, a Houston-based vertically integrated real estate investment and asset management firm. Sam has over 18 years of experience as a corporate banker and more than 20 years in real estate acquisition and disposition. Jonathan and Sam begin their conversation by discussing real estate cycles and why it's important to hang on despite the ups and downs of the market. Sam outlines his experiences during the 2008-09 financial crisis and how he entered real estate investing through his career as an underwriter in corporate banking. You'll hear why syndications appealed to Sam, the importance of risk mitigation, and the dangers of underinsured assets. He explains the tipping point coming with insurance costs, the importance of transparency with investors, and the two assets Sam sticks to. He shares why self-storage is catching up to multifamily in popularity, why you need to know who potential buyers of an asset are before the buy, and how vertical integration can benefit syndications. Buying into a syndication means someone else is putting in the hard work while the asset creates passive income for the investors. To learn more about making your money work harder through syndications, don't miss this episode with experienced investor Sam Morris. In this episode, you will hear: Understanding the cycles of real estate and hanging on through the ups and downs Sam Morris's experiences during the 2008-09 financial crisis How Sam entered the real estate world through a career as an underwriter Why syndications appealed to Sam and the risk mitigation associated with those deals The dangers of underinsured assets, the tipping point that's coming with insurance costs, and being transparent with investors Sam's two assets–multifamily and storage–and the avatar of his investors What ECRI is and why self-storage is quickly catching up to multifamily Recognizing who the potential buyers of an asset are before the buy and having an exit strategy in place The importance of vertical integration and the difficulties of property management Where Sam finds deals and provides advice for new investors who want more passive investments Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/214/ to download it. Supporting Resources: Sunset Capital - www.sunset-capital.com Sunset Capital on YouTube - www.youtube.com/@sunsetcapital Sunset Capital's Facebook page - www.facebook.com/sunsetcapitalre Find Sunset Capital on Instagram - www.instagram.com/sunset_capital Connect with Sunset Capital on LinkedIn - www.linkedin.com/company/sunset-capital-tx Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    213: Unlocking Your Creativity With Short-Term Rentals with Garrett Brown

    Play Episode Listen Later Feb 3, 2025 54:42


    Short-term rentals offer many opportunities for creativity. Creating a stand-out property can be the key to building a lucrative business and memorable guest experiences. On this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Garrett Brown, a resident short-term rental expert for BiggerPockets. Garrett is responsible for many of the STR emails from BiggerPockets and is an expert in short-term rentals, Airbnb, and glamping. Jonathan and Garrett start their conversation by exploring the lure of short-term rentals and what differentiates the outstanding from the okay. Garrett outlines why a personal touch will always win, the three-year cycle it often takes to create a profitable STR business model, and the challenges of outsourcing communication with guests. You'll hear why it's always a good idea to ask friends to stay at your STR and “test” it before offering it to guests, the growing popularity of glamping, and how determining who your avatar is before you start can be critical to success. As they wrap up, Jonathan and Garrett share the importance of being transparent about the amenities and drawbacks of a property, the impact of reviews on a property's performance, and partnering with local businesses to offer various packages for guests. Short-term rentals aren't for everyone, but for those with a creative streak and a knack for crafting unique guest experiences, they can be a lucrative and fun creative outlet. In this episode, you will hear: The lure of short-term rentals for Garrett Brown and what separates the best STR owners from the okay ones Why a personal touch still wins, and proven vacation markets are reliable investments The three-year cycle it takes to start making money in STRs Outsourcing communication with guests, ensuring there is a standard operating procedure in place, and the mistakes that can be made Asking friends to “test” your STR before offering it to guests and creating a video that shows the nuances of the house The growing popularity of glamping and why it's doing better than some of Garrett's STRs Determining who your avatar is before you start Being transparent about the amenities and challenges of a property The importance of reviews to the algorithm on Airbnb Increasing ROI by partnering with local businesses and setting expectations The sources Garrett uses to evaluate what his markets are doing Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/213/ to download it. Supporting Resources: BiggerPockets - www.biggerpockets.com Garrett Brown on Instagram - www.instagram.com/garrettbrownre Garrett's TikTok - www.tiktok.com/garrettbrownre Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    212: The Current State of Multifamily Syndications with Drew Breneman

    Play Episode Listen Later Jan 30, 2025 46:05


    Syndications can be an excellent way to add passive income to your real estate portfolio. Today's returning guest sits down with Jonathan to explain the current state of multifamily syndications. On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes back Drew Breneman, founder and CEO of Breneman Capital. Breneman Capital is focused on helping its investors create passive income streams through multifamily syndications. Jonathan and Drew start by delving into the big changes for real estate investors over the past couple of years. Drew explains why many people are choosing to rent versus buy with the ever-increasing cost of housing and shares he is also a renter. You'll hear the potential downsides of markets, Drew's criteria to decide on one, the markets still doing well in the Midwest, and how he manages their properties remotely. Jonathan and Drew explore the deals Drew never buys, which ones make the most money, and what he will look for over the next two years as the market shifts. If syndications are on your radar, returning guest Drew Breneman outlines what you can expect in the near future. In this episode, you will hear: The big changes over the last couple of years for real estate investors Consciously choosing to rent versus buy with the ever-increasing cost of housing Looking at the potential downsides of markets and the criteria Drew Breneman uses to make a decision The markets still doing well in the Midwest despite perception Average unit count across all of Drew's syndications and how they manage their properties The deals he never buys and the deals that make the most money Drew's take on the best cost of capital buying multifamily with five units and up What he's looking for over the next two years The average cycle time for one of Drew's deals and how he calculates when to sell Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/212/ to download it. Supporting Resources: Breneman Capital - www.breneman.com Breneman Blueprint on YouTube - www.youtube.com/@brenemanblueprint Breneman Capital's Facebook - www.facebook.com/people/Breneman-Capital/100084325985153 Find Breneman Capital on Instagram - www.instagram.com/brenemancapital Connect with Breneman Capital on LinkedIn - www.linkedin.com/company/brenemancapital Drew Breneman on Twitter/X - twitter.com/drewbreneman Drew on Facebook - www.facebook.com/drewb Drew's Instagram - www.instagram.com/drewbreneman Connect with Drew on LinkedIn - www.linkedin.com/in/drewbreneman Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    211: The Business of Home Building with Jose Berlanga

    Play Episode Listen Later Jan 27, 2025 57:40


    Real estate wasn't the end game for today's guest, but he always loved the idea of being an entrepreneur. He and his architect brother put their heads together to create a successful construction company, eventually leading to a thriving real estate career. On today's episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Jose Berlanga. Jose has more than 30 years of experience in real estate, acting as CEO of several construction companies dedicated to investing, designing, and developing residential projects in Houston, Texas. Jose is also the author of “The Business of Home Building: How to Start and Operate a Residential Construction Company.” Jonathan and Jose begin their conversation by delving into the lessons Jose learned from his father about business. The discussion shifts to Jose's decision to start a construction company with his architect brother, the challenges of building affordable housing today, and the best time to make the most money. You'll hear why it's critical to understand your market and customers, the value of being the best in your sector versus moving around to find a market, and how Jose is finding land to develop in Texas. Jonathan and Jose cover the importance of knowing when to say no to a deal, the recent shift in Jose's business model, and why it's still a good time to buy. Land is becoming a hot commodity in today's real estate market, and Jose Berlanga outlines how he's still building affordable housing in Texas. In this episode, you will hear: The lessons Jose Berlanga learned from his dad about business and what he learned not to do Jose and his architect brother's venture in construction and what it taught them about real estate The challenges of building affordable housing in today's market The best time to make the most money and why commitment and experience matter Understanding what to build in any given location and identifying your consumer Being the best in your particular sector versus moving around and trying to find the right market How Jose is finding land to develop today in Texas and the strategies he uses to continue finding new areas Knowing when to say no to a deal and avoiding over-leveraging yourself The recent shift in Jose's business model from spec houses to “build to rent” and the safety of the Texas real estate market Why it's still a good time to buy and what Jose foresees for the Texas market Jose's book, “The Business of Home Building,” and who it's written for Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/211/ to download it. Supporting Resources: Jose Berlanga's website - joseberlanga.com Find Jose on Facebook - www.facebook.com/authorjoseberlanga Jose on Instagram - www.instagram.com/authorjoseberlanga Connect with Jose on LinkedIn - www.linkedin.com/in/jose-berlanga-900a9518 Joses Berlanga's books - joseberlanga.com/books Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    210: Building a Generational Real Estate Legacy with Marcia Socas

    Play Episode Listen Later Jan 23, 2025 50:56


    Today's guest was introduced to real estate by her mom, and now she's creating a path for her son to continue the generational real estate legacy. On this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Marcia Socas, an on-market agent at Castro Realty Group. She is a long-time real estate investor and a budget home flipper with extensive DIY and family experience. As Jonathan and Marcia start their conversation, Marcia explains her initial interest in real estate through her mom's career and when she fell in love with it. You'll hear about her favorite homes to buy in the Florida market, how Marcia makes them stand out, how she got her son involved in real estate early, and her favorite parts of the real estate game. She shares why she recommends holding a real estate license as an investor, the importance of seeing a home in person, and the shift that needs to occur in the real estate market. Finally, Marcia explains why she began creating videos of rehabs she does and why single-family assets are still her favorite asset class. Marcia Socas had her son's future in mind when she began investing for him as a baby, and now that he is a young adult, she's seeing the results of building a generational real estate legacy. In this episode, you will hear: Marcia Socas's initial interest in real estate through her mom's real estate career and how she fell in love with it Her favorite homes to buy in the Florida market and how Marcia makes them stand out Getting her son involved in real estate investing in addition to the Florida prepaid college fund and the surprising results from real estate Marcia's favorite parts of real estate and the importance of asking for a five-star review at the outset Holding a real estate license as an investor and why she recommends it Seeing a home in person and learning about the property and the geographical area The Orlando market and the shift that needs to occur in the market Creating videos on rehabbing properties and the satisfaction that comes from changing them Why single-family assets remain Marcia's favorite and what she wants to try next Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/210/ to download it. Supporting Resources: Marcia Socas's website - marciasocas.com Marcia on YouTube - www.youtube.com/marciasocas Find Marcia on Facebook - www.facebook.com/marcia.socas Marcia Socas's Instagram - www.instagram.com/marciasocas Connect with Marcia on LinkedIn - www.linkedin.com/in/marcia-castro-a8a9169 Find Marcia on TikTok - www.tiktok.com/@myhomegoals Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    209: How To Use Wealth Funds To Diversify Your Portfolio with Jeremy LeMere

    Play Episode Listen Later Jan 20, 2025 52:00


    Maintaining a diverse portfolio is one key to real estate investing success, and today's guest outlines why. On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Jeremy LeMere, Co-Principal at Navigator Wealth Management, where they direct and offer investment opportunities, which are client-direct fund investments in specific deals. Jeremy began his career in flips and apartment investing. In 2018, he started passively investing in out-of-state assets, offering hard money loans, and syndicating various assets to create diversification in his own portfolio. As Jonathan and Jeremy begin their conversation, they delve into the importance of remaining diversified in real estate and knowing when to pass on a deal if it doesn't fit the goals of your portfolio. Jeremy outlines the reasons for retaining a W2 for as long as he did, creating win-win deals, and when the BRRRR method isn't a good strategy. You'll hear some of Jeremy's property regrets, where he's buying property today, and his current favorite asset class. He explains Navigator Wealth Management's goals, mezzanine debt and how it's used in real estate investing, how insurance impacts property deals, and the benefits of RIAs. Diversifying a portfolio is one of the best ways to ensure success, and Jeremy LeMere is sharing how wealth funds can help you achieve both. In this episode, you will hear: The importance of remaining diversified in real estate Knowing when to pass on a deal if it doesn't fit your portfolio goals When to leave a W2 and focus on real estate full-time Being accessible to the buyer of a property and creating a win-win for both parties Using the BRRRR method and when it isn't a good strategy Property regrets and how Jeremy LeMere is making decisions about where to buy today His current favorite asset class and why The creation of Navigator Wealth Management and what Jeremy does there What mezzanine debt is, and how it works The impact of insurance rates on property purchases The benefits of RIAs and the importance of stabilization Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/209/ to download it. Supporting Resources: Navigator Wealth Fund - www.navwf.com NWF on Facebook - www.facebook.com/NavWF Connect with NWF on LinkedIn - www.linkedin.com/company/navwf Jeremy LeMere on Twitter/X - x.com/jeremylemere Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    208: The Secrets of Vertically Integrated Turnkey Real Estate with Liz Nowlin and Terry Kerr

    Play Episode Listen Later Jan 16, 2025 55:15


    Turnkey real estate investing isn't always the most lucrative option, but with vertical integration and solid core principles, it can be a long-lasting path to successful real estate investing. On this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Liz Nowlin and Terry Kerr of Mid South Homebuyers. Terry is the President, and Liz is the Director of Investor Relations. Mid South is the oldest turnkey provider in the U.S., operating in Memphis, Tennessee, and Little Rock, Arkansas. As their conversion begins, Jonathan, Liz, and Terry explore how Liz and Terry met and their entrances into turnkey real estate investing. You'll hear why real estate hasn't changed as much as people think, the importance of keeping tenants happy, and the benefits of having slightly under-market rents. Liz and Terry explain the vertical integration of Mid South Homebuyers, why they keep their properties maintained, and where they source deals. Jonathan, Liz, and Terry discuss the adjustment in the buyer pool, why they maintain a warehouse that stores supplies, and their intent to remain focused on the Memphis and Little Rock markets. Liz Nowlin and Terry Kerr's strategy involves keeping tenants happy, and you'll hear how this makes all the difference in their turnkey investing model. In this episode, you will hear: Liz Nowlin and Terry Kerr's entrance into turnkey real estate investing Why real estate hasn't changed as much as people think it has The importance of keeping tenants happy Benefits of having slightly under-market rents in place and why they don't charge application fees Vertical integration that allows Liz and Terry to offer a top-notch product Keeping your properties maintained and experiencing the positive ripple effects from that Sourcing deals and what Liz and Terry focus on buying The adjustment in the buyer pool and who their typical investors are Where they source their materials from, why they have a warehouse that houses them, and how they get better pricing with contractors New construction, how that impacts their business model, and why they're focused on Memphis and Little Rock for now Their ideal investor avatar Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/208/ to download it. Supporting Resources: Mid South Home Buyers - midsouthhomebuyers.com Terry Kerr's YouTube channel - www.youtube.com/@Rehab2Riches Mid South Home Buyers on Facebook - www.facebook.com/profile.php?id=100057060956060 Connect with Liz Nowlin on LinkedIn - www.linkedin.com/in/liz-nowlin-176b2626 Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    207: Multifamily Real Estate Development Without The Hassle with Justin Goodin

    Play Episode Listen Later Jan 13, 2025 46:58


    Many people are looking for a truly passive income–the kind where they can be completely hands-off. Real estate is often very hands-on, but syndications can be the answer for those looking for the hands-off option. On this episode of Zen and the Art of Real Estate Investing, Jonathan interviews Justin Goodin, founder of Goodin Development. Goodin Development builds premium market-rate communities throughout Indiana and helps busy professionals invest in real estate without the hassle of analyzing properties, managing tenants, or handling repairs. Jonathan and Justin start by exploring Justin's first investment, a single-family property, and why single-family assets were a good stepping stone to Justin's career but not his ultimate goal. Justin shares his “sniper” approach to direct marketing campaigns, what it was like to raise capital for the first time, and his tips for vetting a syndication investment. Justin explains his buy box, who his investors are, and why he has no plans to expand his business outside Indiana. Finally, Justin shares the size of the apartments he builds, the tenants' demographics, why syndication may not be right for everyone, and what he learned about construction as a first-time developer. Real estate can be as hands-on as you want, but if you're the type of investor who wants to take the passive approach, a syndication could be the way to go. In this episode, you will hear: The $44,000 single-family home that got Justin Goodin started in real estate investing in 2017 Why single-family assets were a great stepping stone but not what he wanted long-term The differences between single-family and multifamily syndications Creating direct marketing campaigns and the “sniper” approach he takes What Justin looked for in his first deal and why that turned out to be a value-add property Raising capital for the first time, what he learned from that process, and how to vet a syndication investment Justin's current buy box and how that can simplify your process Who his investors are, and how he finds land to develop The appeal of remaining in Indiana and creating new developments versus renovating Different sizes of apartments in developments and the demographics of Justin's renters His ideal avatar and why syndication may not be right for everyone Learning construction as a first-time developer and Justin's tips for new investors Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/207/ to download it. Supporting Resources: Goodin Development - goodindevelopment.com Justin Goodin's YouTube channel - www.youtube.com/@JustinGoodin Justin on Facebook - www.facebook.com/justin.goodin.16 Find Justin on Instagram - www.instagram.com/justin.goodin Connect with Justin on LinkedIn - www.linkedin.com/in/justingoodin Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    206: How To Navigate International Real Estate Markets with Ladislas Maurice

    Play Episode Listen Later Jan 9, 2025 51:18


    Buying properties internationally is one of the least explored versions of real estate investing. Still, today's guest explains why it should be on your radar with changing political environments at home and abroad. On today's episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Ladislas Maurice. As the founder of The Wandering Investor, Ladislas is dedicated to helping others navigate global investing. He is an international investor and consultant with experience in nearly 100 countries, has lived in twelve of them, and speaks five languages. As Jonathan and Ladislas begin their conversation, Ladislas explains how he was introduced to travel as a kid and why he wanted to implement it into a business model. You'll hear about the lack of real estate data available in emerging markets worldwide, the issues that can arise with money when buying abroad, and how you can mitigate your risk by hiring an attorney specializing in issues with foreign buyers. Ladislas describes his experiences buying in countries like Uzbekistan and Serbia, why he started The Wandering Investor, and how to know which countries are worth investing in. Finally, Ladislas outlines some up-and-coming international markets, why younger generations may look outside the U.S. for real estate opportunities, and the countries on Ladislas's shortlist right now. If you're seeking opportunities outside the norm in the U.S., consider looking abroad, as Ladislas Maurice is putting new locations on your radar. In this episode, you will hear: How Ladislas Maurice was introduced to travel and real estate as a kid through his father's professor contracts at universities around the world The lack of real estate data available in emerging markets around the world Finding overseas properties and the issues with banking, money, and mortgages in international markets Mitigating risk by hiring an attorney who specializes in issues with foreigners and the variances in regulations Ladislas's experience buying real estate in countries like Uzbekistan and Serbia The catalyst for starting his company, The Wandering Investor Knowing which countries are worth the effort to invest in, managing expectations, and identifying objectives Up and-coming areas for buying real estate internationally Making “home” wherever you are and why younger generations may look outside of the U.S. for opportunity The countries on Ladislas's shortlist Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/206/ to download it. Supporting Resources: The Wandering Investor - thewanderinginvestor.com The Wandering Investor on YouTube - www.youtube.com/channel/UC1EOqi1UVw2Byy8jc-glFMQ The Wandering Investor on Facebook - facebook.com/thewanderinginvestor Find The Wandering Investor on Instagram - instagram.com/thewanderinginvestor Connect with The Wandering Investor on LinkedIn - www.linkedin.com/company/the-wandering-investor The Wandering Investor on Twitter/X - twitter.com/wander_investor The Wandering Investor on Telegram - t.me/thewanderinginvestor Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    205: Finding Freedom Faster By Flipping Dirt with Ligia and Mike Deaton

    Play Episode Listen Later Jan 6, 2025 52:51


    Land is often overlooked as an investment vehicle, but today's guests explain why it could be perfect for you. On this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Ligia and Mike Deaton, the founders of Flipping Dirt. Their Flipping Dirt coaching program is designed to help others grow their own real estate ventures, produce mounds of cash flow, and enable a lifestyle transformation. Jonathan, Ligia, and Mike discuss the importance of getting your spouse on board in real estate investing. You'll hear how Ligia and Mike broke out of the W2 world to become entrepreneurs, why the simplicity of land drew them to it, and the challenges they faced as they got started. Ligia and Mike explain the importance of maintaining marketable skills as a backup plan, setting expectations for land flipping, and why success can take a while. Finally, you'll hear the unique qualities of land, Ligia and Mike's tips for getting started, why they try to stay below $50,000 for a land purchase, and what makes this asset class so appealing. If you feel like real estate is too expensive, you won't want to miss Ligia and Mike Deaton making the case for land investing. In this episode, you will hear: Getting on the same page with your spouse for real estate investing and how they broke out of the W2 world as a couple The simplicity of land and the challenges Mike and Ligia Deaton faced The allure of land in cost and ROI Why entrepreneurship wasn't on Ligia's radar as a kid and Mike's exposure to it growing up Maintaining marketable skills as a backup plan The two types of personalities who want to flip land and how Mike and Ligia set their expectations What went wrong with their first deal and why it can take a while to find your success The unique qualities of land and why there is a buyer for every type Mike and Ligia's tips for getting started in land and how they customize plans for their clients The properties they target and why they try to stay below $50,000 Land's lack of maintenance, what makes that appealing, and how to market it Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/205/ to download it. Supporting Resources: Flipping Dirt - flippingdirt.us Ligia and Mike Deaton on YouTube - www.youtube.com/@mikeandligia Find Ligia and Mike on Facebook - www.facebook.com/mikeandligia Ligia and Mike on Instagram - instagram.com/mike_and_ligia Connect with Mike Deaton on LinkedIn - www.linkedin.com/in/michaelbdeaton Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    204: Ground-Up Real Estate Development For Investors with Dale Wills

    Play Episode Listen Later Jan 2, 2025 47:59


    Most investors don't consider ground-up development when considering new investments. However, it can be a way to provide affordable housing, make a profit, and become an integral part of the community. Today's episode of Zen and the Art of Real Estate Investing features Dale Willis, owner and founder of Centra Capital Partners. Dale builds entire single-family home communities from tip to tail with his affiliates, partnering with accredited investors. With more than 30 years of experience in the business, Dale has watched it evolve from the days before the Internet to the implementation of technology in nearly every aspect. Jonathan and Dale begin their conversation by delving into Dale's first exposure to real estate when he worked in construction at just 18 years old. He shares why he's always been interested in single-family assets, why he thinks foreclosures are ripe for the picking right now, and how he evaluates the markets where he invests. You'll hear why money is made at the buy, the process Dale uses for locating land for development, and the job loss that caused him to start his own company. Jonathan and Dale explore how to create affordable housing, the challenges Dale faces in finding a solution, and the appeal of brand-new homes versus pre-built ones. Finally, they share where the greatest opportunity is to make a difference while working as an investor. Dale Wills is committed to providing affordable housing opportunities in the communities in which he invests. He offers a compelling argument for why this works well for both investors and buyers. In this episode, you will hear: Dale Wills's first exposure to real estate at 18 years old when he was working in construction His interest in the single-family asset class and when he purchased his first property Why Dale is recommending people go after foreclosures right now The markets where Dale is investing and the criteria he uses to evaluate them Making money at the buy and why every deal has risk Locating land and properties for development and redevelopment What prompted Dale to build his own real estate business following a job loss and the biggest changes he's seen over the years Creating affordable housing and the challenges Dale's company is facing to find a solution The difference between building rentals and homes for sale Why Dale doesn't use model homes and the appeal behind a new home Where the greatest opportunity is to make a difference while investing Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/204/ to download it. Supporting Resources: Centra Capital Partners - centracapitalpartners.com Centra Capital Partners on YouTube - www.youtube.com/@CentraCapitalPartners Find Centra on Facebook - www.facebook.com/CentraCompanies Centra on Instagram - www.instagram.com/centracompanies Connect with Centra Companies on LinkedIn - www.linkedin.com/company/centracompanies Centra on Twitter/X - x.com/CentraCompanies Find Dale Wills on Twitter/X - x.com/dalerwills Connect with Dale on LinkedIn - www.linkedin.com/in/dalerwills Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    203: How To Start Small And Scale Big In Real Estate with Sayam Ibrahim

    Play Episode Listen Later Dec 30, 2024 54:32


    What does the journey to a thousand deals look like? On this episode of Zen and the Art of Real Estate Investing, Jonathan talks mentorship and networking with Sayam Ibrahim of Hero Homes University, where he's in charge of Finance and Funding. Sayam shares his journey from Wall Street to achieving over a thousand real estate deals in Ohio, Florida, Georgia, and Maryland.  He explains his strategic transition from corporate life to real estate, highlighting the advantages of investing in single-family homes and targeting the middle-income market for flexible exit strategies. Sayam discusses outsourcing renovations to save time and boost profitability. He offers insights into maintaining a steady job for lender appeal while building financial independence and explores financing methods like 'sub two' deals and seller financing.  Sayam and Jonathan emphasize the significance of networking and building a strong team, showcasing how Sayam scaled his business from a single property in Newark to starting larger projects in cities like Atlanta.  In this episode, you will hear: Sayam Ibrahim's transition from Wall Street to real estate investing. How he got to over a thousand successful residential and commercial property deals completed. Why Sayam suggests staying at your job until you have several deals under your belt. Preference for single-family homes due to liquidity. Targeting middle-income markets for flexible exit strategies. The importance of outsourcing renovations to professionals. Building a robust network and dedicated team for scaling. Condo conversions as a lucrative strategy. Role of mentorship and community in real estate success. Emphasis on networking and collaboration in real estate. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/203/ to download it. Supporting Resources: Hero Homes University - www.herohomesu.net Sayam's Facebook - https://www.facebook.com/people/Sayam-Ibrahim/1414467/  Sayam Ibrahim on Instagram - https://www.instagram.com/iam.sayam/  Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    202: Perfecting Short-Term Rental Management and Acquisition with Luke Carl

    Play Episode Listen Later Dec 26, 2024 46:06


    Doing short-term rentals well can be difficult, but today's guest on the podcast proves why they don't have to be over-the-top to create a great guest experience while producing an impressive income stream. On this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Luke Carl, co-founder of The Short Term Shop. Luke is also the education and self-management specialist for The Short Term Shop. He is the host of the podcast Short Term Rental Management. The Short Term Shop is a team at eXp where you can buy, sell, and learn short-term rentals with their local experts across 20 markets. Jonathan and Luke begin their conversation by exploring how Luke got into real estate by way of a 25% stake in a bar in New York City. He explains what he learned about networking and relationships from that experience and how he tried multiple real estate types before settling on short-term rentals. Luke outlines what he liked about the Great Smoky Mountains after trying rentals out in Nashville, the importance of being a good landlord with a vested interest in your tenants and community, and what appeals to visitors about short-term rentals. You'll hear what's behind the increasing amenities they offer, why it isn't for every investor, and why price-per-night still matters. Finally, Luke reveals the importance of the property's description and the photos' accuracy to ensure a satisfying guest experience. Luke Carl has a wealth of experience in both networking and short-term rentals, which he is eager to share with others and help them carve a path to success. In this episode, you will hear: How Luke Carl fell into real estate in his 30s alongside a 25% stake in a bar What the bar business taught Luke about networking and relationships His path to short-term rentals after trying multiple other avenues and why he ultimately honed in on the Great Smoky Mountains The importance of being a good landlord with a vested interest in your tenants and community The appeal behind short-term rentals for visitors and the increasing amenities they offer Why price-per-night still matters, and short-term isn't for every investor The importance of the description and the photos matching the property expectations Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/202/ to download it. Supporting Resources: The Short Term Shop - theshorttermshop.com The Short Term Shop on YouTube - www.youtube.com/@TheShortTermShop Find The Short Term Shop on Facebook - www.facebook.com/theshorttermshop Connect with The Short Term Shop on Instagram - www.instagram.com/theshorttermshop STS Plus - stsplus.com Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    201: Using Multifamily Real Estate To Maximize Risk-Adjusted Returns with Ken Gee

    Play Episode Listen Later Dec 23, 2024 52:39


    Single-family and duplex homes aren't everyone's cup of tea, so sometimes it makes sense to jump into multifamily right from the start. Today's guest took that path and never looked back. On today's Zen and the Art of Real Estate Investing, Jonathan dives into multifamily investing with Ken Gee. Ken is the Founder and President of KRI Partners, a real estate private equity and investor education firm. Ken has more than 26 years of experience in real estate and is a former CPA, commercial lender, and real estate broker. Jonathan and Ken start their discussion by exploring Ken's worst period in real estate and why it was awful. Ken shares his background as a commercial lender who became a CPA and what eventually led him into real estate. You'll hear why he kept his W2 before jumping into real estate full-time, his reasoning for moving toward multifamily right from the start, and the importance of approaching your real estate portfolio like a business. Ken shares his four rules for buying multifamily properties, why he's focused on the Southeast instead of Cleveland now, and why transitioning into real estate full-time doesn't have to be difficult. With Ken Gee's lengthy experience in real estate, he has a lot of wisdom to share with new and experienced investors alike. In this episode, you will hear: The most challenging time in real estate investing Ken Gee experienced and how his business survived Ken's previous career as a lender and CPA and how he began investing The importance of maintaining a W2 position as you build your portfolio The trap many people fall into and the struggles they face when they move into multifamily Why Ken started buying multifamily properties and skipped over singles and doubles Approaching your portfolio like a business, which leads to greater success Making the case for multifamily as opposed to other asset classes Ken's four rules for buying multifamily properties Where he's focusing his business now after spending many years in Cleveland The new focus on renting versus buying and the number of units Ken likes to stay above Why transitioning into full-time real estate doesn't have to be rough Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/201/ to download it. Supporting Resources: KRI Partners website - www.kripartners.com Ken Gee on YouTube- youtube.com/@KenGee_KRI Find Ken on Facebook - www.facebook.com/people/Ken-Gee-KRI/100086519510719 Ken Gee's Instagram - www.instagram.com/kengee_KRI Connect with Ken on LinkedIn - www.linkedin.com/in/geekennetha Ken's Twitter/X - twitter.com/kengee_kri Find Ken on TikTok - www.tiktok.com/@ken_gee_kri Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    200: How The U.S. Election Could Affect Real Estate Investing in 2025 with Dave Meyer

    Play Episode Listen Later Dec 19, 2024 58:52


    The U.S. presidential election is over, and many real estate investors wonder how it will impact their portfolios. Today's guest is a real estate expert who goes deep into how the election can affect you in the near future. Jonathan welcomes Dave Meyer back to the show on today's 200th episode of Zen and the Art of Real Estate Investing. Dave is the Head of Real Estate investing at BiggerPockets and hosts the BiggerPockets Real Estate Investing podcast and the BiggerPockets On The Market podcast. Jonathan and Dave start their conversation by delving into Dave's thoughts on how the U.S. presidential election could impact real estate and why Dave is telling investors to wait and see what happens in the first few months of the new administration. You'll hear the effect of interest rates on the housing shortage, how weather can impact where you invest, and the importance of affordability and mitigating risk. Dave shares the importance of building a strategy that fits your business vision, knowing when it's time to sell and reallocate, and why it may be time to change your views on owning a home versus renting. Finally, Jonathan and Dave tackle the appeal of house hacking, how its popularity has impacted returns, the difference between retiring and creating time freedom, and where Dave thinks the market will go in the next year. Economic concerns always arise with a presidential election, especially in real estate, and Dave Meyer explains why the “wait and see” tactic is best for investors. In this episode, you will hear: Dave Meyer's thoughts on how the U.S. presidential election may impact the real estate market Why Dave is telling investors to wait and see what actually happens in the first few months following the inauguration but remain open to opportunities The effect of interest rates on the housing shortage Focusing on your assets and how weather can impact where to invest The importance of affordability and investing in syndications to mitigate risk Building a strategy that fits your vision and deciding the type of business you want to run Optimizing your portfolio and evaluating when to reallocate Changing your views of owning a home versus renting one House hacking's appeal and why it isn't earning the way it used to The difference between retirement and time freedom and building the portfolio that supports your goals Where Dave sees the market going in the next year Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/200/ to download it. Supporting Resources: Bigger Pockets - www.biggerpockets.com Dave Meyer on Instagram - www.instagram.com/thedatadeli Connect with Dave on LinkedIn - www.linkedin.com/in/dave-meyer-5660846 The Real Estate Podcast - www.biggerpockets.com/podcasts/real-estate On The Market Podcast - www.biggerpockets.com/podcasts/on-the-market Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    199: From Scratch To Success Through Local Homebuying with Ray Glymph

    Play Episode Listen Later Dec 16, 2024 51:34


    Sometimes, becoming an accidental landlord can be the best thing to happen to a would-be investor. Today's guest experienced exactly that, leading to a successful real estate investing career. On today's episode of Zen and the Art of Real Estate Investing, Jonathan interviews Ray Glymph, a real estate investor and mentor who started with nothing and transformed his passion for real estate and investing into over 100 doors. Ray also runs a mentorship program to help others do the same. As Jonathan and Ray start their conversation, they explore Ray's accidental entry into real estate investing. Ray shares what happened with his first investing property purchase, his mistakes, and what it taught him about real estate investing. You'll hear how investors can help improve neighborhoods and increase returns over time, the importance of knowing your end client, and why it pays to be local. Ray shares how he negotiates and works with contractors, what he likes about the West Virginia, Ohio, and Pittsburgh, Pennsylvania, area, the upsides to gentrification, and the importance of staying on top of what's going on with your property while preparing for future expenses. Ray Glymph's start-from-scratch story is inspiring, and his passion for helping others succeed shines through. In this episode, you will hear: Ray Glymph's entry into real estate investing as an accidental investor His first investment property purchase, the mistakes he made with it, and what Ray learned from that experience How investors can help improve neighborhoods and increase their returns The importance of knowing who your end client is, the competitive advantage of being local, and the power of networking Becoming the problem solver in your community and creating great off-market deals Understanding your costs as a new investor in a new neighborhood Negotiating with contractors to get a better price and hanging on to the good ones What Ray likes about the West Virginia, Ohio, and Pittsburgh, Pennsylvania markets Gentrification and the positive impact landlords can make Being aware of what's going on with your property and preparing for the future What's on the horizon for Ray's business Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/199/ to download it. Supporting Resources: Ray Glymph's YouTube channel - www.youtube.com/@RayGlymph Ray's Instagram - www.instagram.com/rayglymph Connect with Ray Glymph on LinkedIn - www.linkedin.com/in/rayglymph Real Estate Inner Circle - www.skool.com/real-estate-inner-circle-7661/about Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    198: Real Estate as a Vehicle To Live and Grow with Andrew Reichert

    Play Episode Listen Later Dec 12, 2024 49:53


    Changing your mindset from scarcity to abundance can be a game-changer, especially in real estate investing. Today's guest takes this approach to investing and thrives on helping others find the financial success they're seeking. On this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Andrew Reichert, CEO and visionary of Birgo. Birgo is a fully integrated private equity real estate investment and management firm that seeks to improve the lives of its clients through real estate. Jonathan and Andrew begin their conversation by exploring Andrew's tumultuous start in life, eventually leading to college and some life-changing books. Those books taught Andrew to harness his ambition into productive forms, leading to his first real estate purchase. Andrew shares why he zeroed in on multifamily, the avatar that best fits his funds, and how syndications differ from funds. You'll hear what he loves about being a landlord, why he views diversity within his team as a competitive advantage, and the 12-point checklist he uses to evaluate new markets. Andrew explains why he remains vertically integrated, what self-managing properties teaches you about property management, and why other asset classes don't have as much appeal. Finally, Andrew shares where he would advise new investors to put their money in today's market. Real estate can be a powerful tool for living and growing, and Andrew Reichert's passion for helping people do this shines through in this conversation. In this episode, you will hear: How Andrew Reichert developed the mindset to get into real estate and the books that influenced his interest Andrew's first real estate purchases, why he zeroed in on becoming a multifamily operator, and what his buy box looks like The avatar that best fits Andrew's syndication funds and the nontypical approach he took to get started How syndications differ from funds and which one Andrew prefers What he likes about being a landlord to his tenants and the parts he's passionate about Viewing diversity as a competitive advantage and using it to scale your business The 12-point checklist Andrew uses to evaluate new markets Remaining vertically integrated and building systems to handle property management What self-managing properties can teach you about property management Why other asset classes don't have as much appeal to Andrew Where he would advise new investors to put their money in today's market Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/198/ to download it. Supporting Resources: Birgo's website - www.birgo.com Real Returns Podcast on YouTube - www.youtube.com/@RealReturns Birgo Capital on Facebook - www.facebook.com/birgocapital Birgo Capital's Instagram - www.instagram.com/birgocapital Find Birgo Capital on LinkedIn - www.linkedin.com/company/birgocapital Rhino Operating System (ROS) - www.rosjourney.com Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    197: How To Find Real Estate Done For You with Michael Drew

    Play Episode Listen Later Dec 9, 2024 50:52


    Many would-be real estate investors lack the time or inclination to pursue properties and do the work required to succeed. Today's guest has the solution. On this episode of Zen and the Art of Real Estate Investing, Jonathan interviews Michael Drew, CEO of Real Estate Done 4 U. Michael is a coach and mentor who has helped hundreds of investors worldwide reach their retirement goals by investing in real estate with cash, IRAs, mortgages, and 1031 exchanges. He is also the author of the book “Retire on Rent.” Jonathan and Michael start their conversation by delving into why Michael was initially drawn to stocks and what eventually pulled him toward real estate. Michael shares his first real estate investing experience, why you need more than just knowledge to be a successful investor, and the importance of understanding your motivations for investing. You'll hear the different methods people use to enter the market, the value of involving your kids early in real estate investing, and why handling money is emotional. Michael outlines why he started Real Estate Done 4 U, the ideal avatar he serves, and the benefits of being vertically integrated. Getting started in real estate may seem complicated, but Michael Drew is making it much easier with Real Estate Done 4 U. In this episode, you will hear: Why Michael Drew was initially drawn to stocks instead of real estate and what eventually led him to real estate Michael's first real estate investment and what he learned from that experience Why you need more than knowledge to become successful in real estate Understanding your motivations behind real estate investing The different methods people can use to enter the market and why it isn't one-size-fits-all Involving your kids in real estate investing The emotions attached to money and the importance of taking care of people How Michael decided to offer a “done for you” service to others and created his business Michael's ideal avatar for his clients The benefits of vertical integration Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/197/ to download it. Supporting Resources: Real Estate Done 4 U website - www.realestatedone4u.com Real Estate Done 4 U on Facebook - www.facebook.com/RealEstateDone4U Michael Drew's Instagram - www.instagram.com/MDrew212 Connect with Michael on LinkedIn - www.linkedin.com/in/michaeldrew212 Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    196: Unleashing Your Property's True Potential Through Cost Segregation with Sean Graham

    Play Episode Listen Later Dec 5, 2024 53:43


    Cost segregation is a popular buzzword in real estate investing right now, but understanding what it really means can save you money. On this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Sean Graham, founder of Maven Cost Seg. Sean is also a real estate investor and a registered CPA. Additionally, he is the founder of Maven Equities. As Jonathan and Sean begin their conversation, Sean shares how real estate first appeared on his radar. He explains that he started investing with a house hack in Chicago. Eventually, Sean discovered self-storage and quickly realized that wholesaling was not his niche. He did like self-storage, though, and continued to invest in that asset class. Sean explains how the geographical area a property is located in affects how it operates, his strategy for finding deals and what's changed about it over time, and the financial advantages of self-storage. You'll hear what cost segregation is, the assets it best works for, and how it can help investors save money. And how Sean approaches cost segregation for different asset classes. Finally, Sean explains what it means to be a real estate professional with active status from the IRS's perspective and two ways to create a relationship with a tax professional. Tune into this episode for information on cost segregation that can save your real estate business money. In this episode, you will hear: When real estate first popped up on Sean Graham's radar and how he got into investing with a house hack How Sean figured out that wholesaling self-storage wasn't for him and what initially drew him to self-storage The appeal behind self-storage as an asset class and the geographical area's impact on how it operates Sean's strategy for finding deals and how that's changed over time The financial advantages of self-storage Cost segregation, what assets it works best for, and how it can help investors save money How Sean approaches cost segregation for different asset classes Meeting the requirements to qualify as a real estate professional with an active status Two ways to create a relationship with a trusted tax professional Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/196/ to download it. Supporting Resources: Maven Cost Seg website - mavencostseg.com Maven Success on YouTube- youtube.com/@mavensucess Find Sean Graham on Facebook - www.facebook.com/profile.php?id=1391659913&mibextid=LQQJ4d Sean's Instagram - www.instagram.com/seanpaulgraham Connect with Sean on LinkedIn - www.linkedin.com/in/sean-graham-cpa Sean on X - x.com/seanpaulgraham Maven Cost Seg listener discount - mavencostseg.com/greene Maven Success listener discount - mavensuccess.com/greene Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    195: Passive Rental Property Investing Through Comprehensive Asset Management with Andrew Kim

    Play Episode Listen Later Dec 2, 2024 46:34


    When tech and real estate investing collide, it can create brilliant solutions for investors. On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes guest Andrew Kim to the show. Andrew is the CEO and co-founder of Share. Share is the easiest way to build a portfolio of fully managed rental properties. With his background in the tech sector and experience as a real estate investor, Andrew sought a solution to make managing properties easier, which led to his company, Share. Jonathan and Andrew start this discussion by delving into Andrew's earlier experiences with real estate investing and the BRRRR method. He shares his early introduction to real estate investing through his parents, why it was always his Plan B, and the impetus behind starting Share. You'll hear the background story behind Share, Andrew's “aha” moment, and the similarities between building real estate portfolios and the tech sector. Andrew explains who his ideal avatar is, why he works with experienced investors, and what Share does to help those investors advance their portfolios. Finally, Jonathan and Andrew explore the importance of involving clients in choosing their assets, where Share works, and the two things impacting their business and clients the most. Tech offers innovative solutions in nearly every industry, and real estate is no different. Find out how Share is revolutionizing the way investors manage their properties. In this episode, you will hear: Why using the BRRRR method didn't work the way Andrew Kim thought it would Real estate investing's role in Andrew's life and why it was always his Plan B The impetus behind starting his company, Share, and what they do Share's background story and his “aha” moment The similarities between building portfolios in real estate and the tech sector Andrew's ideal client and why he prefers experienced investors How he helps his clients diversify and advance their portfolios Involving clients in choosing their own markets and knowing when to turn down business The areas where Share works and the two items impacting where they work the most Future plans for Share   Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/195/ to download it. Supporting Resources: ShareSFR website - sharesfr.com Share on Facebook - www.facebook.com/ShareSFRinvestments Share's Instagram - www.instagram.com/sharesfr Connect with Share on LinkedIn - www.linkedin.com/company/sharesfr Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    194: Learning To Bet On Yourself as a Real Estate Investor with Andrew Owlett

    Play Episode Listen Later Nov 28, 2024 51:27


    When boutique hotels started gaining popularity, today's guest moved from single-family investing into the burgeoning boutique hotel space. On this episode of Zen and the Art of Real Estate Investing, Jonathan interviews Andrew Owlett, a former firefighter who transitioned into real estate investing. Andrew is a developer of hotels, short-term rentals, long-term rentals, and now boutique hotels with a wellness twist. He is also the founder of Night Owl Academy, Night Owl Management, Night Owl Capital, and STR on Auto-Drive. Jonathan and Andrew begin their discussion by exploring Andrew's experience as a firefighter, which led to PTSD and, ultimately, real estate investing and wellness. Andrew explains the importance of building camaraderie and community to create a positive impact for remnants and guests, as well as getting your spouse or partner on board with investing. You'll hear what appeals to Andrew about boutique hotels and invisible personalization, how he got his start with a townhome in Baltimore, and how he stays focused on the customer experience and business optimization. Andrew explains why he and his wife are both still at their W2s, hiring others to take care of the things you don't enjoy, and creating hospitality for hotel guests while depending on their online reviews of your property. Boutique hotels are a unique way to reap the benefits of short-term rentals and multifamily while offering experiences for guests. Andrew Owlett is passionate about this investing niche and is sharing the benefits with others. In this episode, you will hear: Andrew Owlett's transition from his job as a firefighter and struggling with PTSD into real estate investing and wellness Building camaraderie and community with others to make a positive impact for tenants and guests Having your spouse or partner on board and supporting one another The appeal behind boutique hotels and implementing invisible personalization How Andrew got his start with real estate investing using a townhome in Baltimore and what it taught him Not being 100% hands-off but remaining focused on customer experience and business optimization Why Andrew is still at his W2 and who is transitioning out first Hiring people to take care of the things you don't enjoy and starting small Creating hospitality for guests in a boutique hotel environment, reviews, and the downsides of not being able to screen guests Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/194/ to download it. Supporting Resources: Night Owl Academy - www.night-owl.academy Andrew Owlett on Instagram - www.instagram.com/andrewowlett Night Owl Capital - www.night-owl.capital Night Owl Management - www.night-owl.management STR on Auto-Drive - www.strauto.info Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    193: Building The Life You Want Through Apartment Investing with Michael Blank

    Play Episode Listen Later Nov 25, 2024 53:08


    Most new investors believe that you have to start investing with single-family properties, get your feet wet, and then move on to bigger and better properties. But today's guest argues for starting with multifamily properties to advance your real estate career more quickly. On this episode of Zen and the Art of Real Estate Investing, Jonathan interviews Michael Blank, an entrepreneur, investor, teacher, and one of the leading authorities on apartment building investing in the U.S. Michael's company controls more than $300 million in performing multifamily assets. Michael has helped students purchase over 14,000 units. He is also the author of the bestselling book “Financial Freedom with Real Estate Investing” and host of the podcast with the same name. Jonathan and Michael start their discussion by delving into the differences between investing today versus a couple of decades ago and how investors have had to change tactics. Michael shares the biggest problem with single-family house investing, his approach to creating deals, and why it all comes down to relationships. You'll hear his team approach to investing, how to scale while maintaining your quality of life, and why most deals happen through brokers off the MLS. Finally, Jonathan and Michael explore overcoming your fears of buying into multifamily at the beginning of your investing career and what you can learn from his mentoring program. Multifamily doesn't have to be out of reach for new investors, and Michael Blank lays out the steps to creating the financial and time freedom you're seeking. In this episode, you will hear: The differences between investing today versus 15-20 years ago and adjusting your tactics The biggest problem with single-family house investing How buying apartment buildings can provide the financial and time freedom most people want to achieve with real estate investing Michael Blank's team approach to creating multifamily property deals The importance of relationships and accepting help in real estate investing What Michael looks for in a property as he considers a purchase Scaling while maintaining your quality of life Finding deals in geographic areas that are growing Purchasing older buildings versus new construction and the importance of due diligence Why most deals happen through brokers off the MLS Overcoming your fear of buying into multifamily at the beginning of your investing career Michael's mentoring program and what you can learn from it Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/193/ to download it. Supporting Resources: Michael Blank's website - themichaelblank.com Michael's YouTube channel - youtube.com/themichaelblank Find Michael on Facebook - www.facebook.com/themichaelblank Michael's Instagram - www.instagram.com/themichaelblank Connect with Michael Blank on Instagram - www.linkedin.com/in/mblank1 Find Michael on Twitter/X - twitter.com/themichaelblank Michael's TikTok - www.tiktok.com/@themichaelblank Apartments 101 - apartments101.co Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    192: A Life You Love Waking Up To From Unshakable Wealth with Larisa Olteanu

    Play Episode Listen Later Nov 21, 2024 59:48


    Building unshakable wealth is a goal many aspire to but rarely achieve. Today's guest teaches others how to achieve financial stability using real estate and financial education. On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Larisa Olteanu. Larisa is the founder and CEO of Unshakeable Wealth, which spearheads the movement to make financial independence a necessity instead of a luxury. Larisa is also the bestselling author of “Destined for Wealth: Master the Art of a Prosperous Life.” Jonathan and Larisa begin their conversation by exploring her experience as an immigrant to the U.S., how retaining her W2 job helped pave the way to success, and her struggle to figure out the U.S. financial system when she first arrived. You'll hear what Larisa learned from a manager at her W2 job about investing, why you must take action in real estate, and networking with others to create great deals down the road. Larisa shares the story behind her first buy, her hope for blessing others through real estate, and what Unshakeable Wealth does for its clients. Starting from scratch with $20 in her pocket could have prevented Larisa Olteanu from pursuing a real estate investing career. Instead, she leaned into learning and is helping others change their lives. In this episode, you will hear: Larisa Olteanu's path to real estate as a new immigrant to the U.S. and how a W2 job helped her pave the way to success Figuring out the U.S. financial system, learning English, and finding a way to stay in the country legally What Larisa learned from a manager at her W2 about investing The different paths people take in real estate investing and why you have to take action Networking with others to first give, then take, and put knowledge into action Larisa's first buy, a single-family property, and the double close she performed on it Building relationships over time to make great real estate deals Using real estate to bless others and helping sellers solve their problems What Unshakable Wealth does and Larisa's goals for the company Defining what you want to reach financial independence Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/192/ to download it. Supporting Resources: Unshakeable Wealth website - www.unshakablewealth.com Unshakeable Wealth on YouTube - www.youtube.com/channel/UCPrurXGKaub_jB5wM3yE05A Unshakeable Wealth's Facebook page - www.facebook.com/unshakablewealth Unshakeable Wealth on Instagram - www.instagram.com/unshakablewealth Connect with Larisa Olteanu on LinkedIn - www.linkedin.com/in/larisa-olteanu Unshakeable Wealth's TikTok - www.tiktok.com/@unshakablewealth Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    191: Strategic Multifamily Acquisition and Management with Randal McLeaird

    Play Episode Listen Later Nov 18, 2024 54:12


    The book “Rich Dad Poor Dad” has been a wake-up call for would-be real estate investors everywhere, and today's guest is no different. On this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Randal McLeaird, founder of Ridgeline Investment Group. Ridgeline has over a decade of experience consistently delivering value to investors through strategic acquisitions and management. Randal is also the host of the podcast Agents Building Cashflow. Jonathan and Randal begin their conversation by exploring how “Rich Dad Poor Dad” inspired Randal to start real estate investing, why the timing of when he read it mattered, and his involvement with mortgages early in his career. You'll hear about Randal's first deal, what he learned from his first few property flips, and why his strategy to get started isn't the best for today's new investors. He shares why he's investing in small multifamily properties in Texas, expanding into Georgia, and learning to hold properties longer. Randal explains what led to purchasing land, why having a spouse or partner on board with real estate investing is important, the biggest mistake new flippers are making, and Randal's advice for new investors doing rehabs. If you've ever wondered if you can start from scratch and become a successful real estate investor, Randal McLeaird shares how he did that. In this episode, you will hear: How “Rich Dad Poor Dad” inspired Randal McLeaird to begin real estate investing and the timing of reading it Randal's involvement in mortgages, his path into real estate investing, and his first deal His first few properties and what he learned from those flips Why the strategy Randal used to get started doesn't work as well today The appeal of small multifamily properties in Texas and the opportunities they offer The timing behind leaving Texas and moving into Georgia Holding properties longer and what led Randal to start buying land Looking at real estate as a vehicle for investing as well as a home Getting a partner or spouse on board with real estate investing The biggest mistakes new flippers are making Randal's advice for new investors doing rehabs Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/191/ to download it. Supporting Resources: Ridgeline Investment Group - ridgelineig.com Agents Building Cashflow on YouTube - www.youtube.com/@agentsbuildingcashflow Agents Building Cashflow on Facebook - www.facebook.com/agentsbuildingcashflow Find Randal McLeaird on Instagram - www.instagram.com/randal_mcleaird Connect with Randal on LinkedIn - www.linkedin.com/in/randalmcleaird Randal's TikTok - www.tiktok.com/@agents_building_cashflow Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    190: Unlocking Hidden Value in Multifamily Real Estate with Zihao Wang

    Play Episode Listen Later Nov 14, 2024 45:34


    Immigrants to the U.S. have a unique perspective on real estate as an investment vehicle, and today's guest explains how his parents involved him in their business early, teaching him what he needed to know to create a lucrative real estate career. On this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Zihao Wang, founder and CEO at Motiva Holdings. Motiva Holdings is a California-based real estate private equity firm focused on developing value-added and opportunistic multifamily opportunities through equity syndications and JV partnerships.  As Jonathan and Zihao begin their discussion, you'll hear Zihao's background as a child of immigrants, his exposure to real estate as a child through his parents, his experience with property management, and why he continues to invest in California despite its high cost. You'll hear why Zihao is an appreciation player rather than cash flow, where he's investing outside of California, and Zihao's ideal investor avatar. Jonathan and Zihao cover how increasing insurance costs are impacting acquisitions, the differences between buyers and sellers in California versus other states, and the importance of building relationships with clients and being empathetic to their backgrounds alongside a good track record. California is often seen as a no-go for real estate investors, but Zihao Wang is successfully investing there and elsewhere with his extensive knowledge of multifamily assets. He's helping others do the same. In this episode, you will hear: Zihao Wang's exposure to real estate as a child through his parents' investments and later becoming involved in the family business How property management helped him understand how properties work and identify issues Investing in California, despite its high cost Being an appreciation player rather than a cash flow player His expansion into other markets outside of California The ideal avatar for Zihao's investors Why he keeps a deal tracker, and how it helps determine where to go next The increasing costs of insurance and how it's impacting acquisitions Zihao's interest in small bay industrial outside of multifamily and retail Differences between buyers and sellers in California versus somewhere like Texas Learning hands-on versus using Instagram or TikTok for tips Building relationships with clients and understanding their backgrounds along with a good track record Working with family and being held to a high level of scrutiny What's next for Motiva Holdings Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/190/ to download it. Supporting Resources: Motiva Holdings - motivaholdings.com Zihao Wang on Instagram - www.instagram.com/_zihao.wang_ Connect with Zihao on LinkedIn - www.linkedin.com/in/zihao-wang-mh Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

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