Podcasts about active investor

Shannon is joined by Joey Mure, founder of Wealth Without Wall Street. Joey shares his journey of creating financial freedom by focusing on passive income and debunking the traditional notion of trading time for money. The discussion dives into sustainable and customized wealth-building strategies that are not about quick fixes but about understanding and implementing a logical process.   Joey emphasizes the importance of becoming an educated investor, leveraging unique methods like the infinite banking concept, and avoiding the pitfalls of relying solely on retirement accounts. This episode is a must-listen for entrepreneurs and business owners who want to gain control over their financial future and start living abundantly today.   What you'll hear in this episode: [0:45] Meet Joey Mure: Founder of Wealth Without Wall Street [1:05] The Philosophy of Wealth Building [3:55] Rethinking Retirement and Financial Freedom [6:15] The Importance of Passive Income [9:30] Becoming an Active Investor [18:00] The Problem with Traditional Retirement [26:15] Infinite Banking Concept Explained   Discover Your Financial Freedom Score: https://go.wealthwithoutwallstreet.com/keepwhatyouearn   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

In this podcast, Lord Abbett Portfolio Manager Leah Traub discusses the current economic and monetary policy backdrop—and how it's influencing her team's approach to investing in intermediate-term bonds.

Send us your feedback For show notes and additional resources visit minterellison.co.nz/podcasts

Send us your feedback For show notes and additional resources visit minterellison.co.nz/podcasts

In this podcast, Lord Abbett Portfolio Manager Ryan Howard discusses his team's approach to investing in global equities, and the role the asset class can play in investment portfolios.

In this episode of the All Things Sustainable podcast we bring you the first of a special series featuring major pension funds around the world.   We sit down in Mexico City, Mexico with Alejandro Bújanos, Head of Sustainable Investing at Afore SURA. This is one of the largest pension funds in Mexico and a subsidiary of SURA Asset Management. Alejandro outlines how the pension fund seeks to drive Mexico's transition to a low-carbon economy by engaging with major national companies. "We believe that we need to be active owners and actually improve the countries where we're living," Alejandro says. "My main challenge is how to transition our portfolio to a low-carbon economy, and, while doing that, also have an impact in the real economy."  Alejandro highlights the role that collaborative initiatives play in the market. Earlier this year, Afore SURA and other financial institutions in Mexico launched one such initiative,  called MxColab, to engage with major Mexican companies on issues like climate change.  "These very big companies that have been here for a long time ... it's hard to change them," he says. "Pulling investors together might be the only way to have a substantial enough size for these very big owners to actually listen to what you're asking from them."  Learn about S&P Global Commodity Insights' Energy Transition services.  Explore how companies are approaching sustainability via S&P Global Sustainable1's Corporate Sustainability Assessment data.  The All Things Sustainable podcast from S&P Global will be an official media partner of The Nest Climate Campus during Climate Week NYC. Register free to attend here.  This piece was published by S&P Global Sustainable1 and not by S&P Global Ratings, which is a separately managed division of S&P Global.   Copyright ©2025 by S&P Global    DISCLAIMER    By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.  Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).     This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.  S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. 

Send us a textEpisode Resources: Download A Free Copy of the Book: irontoncapital.com/reundergroundEmail: lonwelsh@irontoncapital.comMobile: 303 619 0633Clark St Digital helps you grow your real estate company with:Amazing Overseas Talent who cost 80% less than their US equivalentsDone-For-You subscription servicesDone-For-You project servicesGo to ClarkStDigital.com to schedule your free strategy meeting. Additional Resources: Clark St Capital: https://www.clarkst.com Clark St Digital: https://www.clarkstdigital.com Keyholders Collective: https://www.keyholderscollective.com Podcast: https://bit.ly/3LzZdDx Find Us On Social Media: YouTube: https://www.youtube.com/@clarkstcapital LinkedIn: https://www.linkedin.com/company/clark-st-capital Twitter: https://twitter.com/clarkstcapital1 Facebook: https://www.facebook.com/ClarkStCapital Instagram: https://www.instagram.com/clarkstcapital

What should you really ask before wiring $100K into a multifamily deal? In this special episode, Michael sits down with Nighthawk's Garrett Lynch and Drew Kniffin to run through 50 of the most important questions every passive investor should be asking—and every active investor should know how to answer.From deal structure and cash flow mechanics to team accountability, tax strategy, and risk mitigation, this is your behind-the-scenes guide to how Nighthawk operates—and how to evaluate any syndicator with clarity and confidence. Whether you're an LP looking to invest smarter or an aspiring operator trying to earn trust, this episode is required listening.Key Takeaways50 Questions Every Passive Investor Should Ask (And Every Active Investor Must Answer), including: Nighthawk's Track Record and Operating PhilosophyHow Nighthawk got started, how many deals they've done, and what makes their model differentWhat happens when a deal doesn't go to plan—and how the team respondsWho's on the core team and how key decisions are made (especially in tough markets)Why vertical integration and boots-on-the-ground operations give them an edgeUnderstanding Returns, Distributions & Deal StructureWhat kind of returns to expect—and how preferred vs. total returns actually workWhen investors get paid, what happens during a refinance, and how long deals are heldWhat happens if the property underperforms or market conditions shiftWhy Nighthawk doesn't do capital calls—and how they plan for uncertaintySyndications vs. Other Investment ModelsThe difference between syndications, REITs, and fundsWhat LPs actually own, how deals are structured legally, and what kind of control (or not) they haveHow profit splits and operator compensation align with investor outcomesMinimum investment amounts and what the onboarding process looks likeThe Passive Investing MindsetThe key mindset shift every new LP needs to makeMultifamily vs. flips, STRs, and self-storage—what makes multifamily the superior playHow to think about diversification across deals and sponsorsWhat to do if you're nervous—or your spouse isn't on board yetTaxes, Depreciation & IRAsHow multifamily syndications deliver major tax benefits (even on paper)What bonus depreciation is and how it offsets incomeWhen to expect your K-1 and how IRA investing works (including UBIT considerations)What happens tax-wise at refinance or sale—and how to defer gains via 1031sHow to Vet Deals and Sponsors Like a ProWhat to look for in underwriting: cap rates, expense ratios, rent growth assumptionsThe importance of fixed-rate debt, cash reserves, and risk-adjusted returnsHow to ask the right questions—even if you're not an expertWhy the best investors don't “return shop”—they evaluate the whole pictureConnect with Nighthawk EquityTake the Free Mini-Course at NighthawkEquity.comSchedule a Call & Join Our Investor ClubConnect with MichaelFacebookInstagramYouTube

In this podcast, Lord Abbett Portfolio Manager Greg Shuman discusses innovative approaches to investing in high-yield municipal bonds.

In this podcast, Lord Abbett Portfolio Manager Greg Benz discusses the growing appeal of combining public and private investment vehicles in fixed income portfolios. 

Link for the programme: bit.ly/4jnmmaBGuest Suggestion Form: https://forms.gle/bnaeY3FpoFU9ZjA47Disclaimer: This video is intended solely for educational purposes and opinions shared by the guest are his personal views. We do not intent to defame or harm any person/ brand/ product/ country/ profession mentioned in the video. Our goal is to provide information to help audience make informed choices. The media used in this video are solely for informational purposes and belongs to their respective owners.Order 'Build, Don't Talk' (in English) here: https://amzn.eu/d/eCfijRuOrder 'Build Don't Talk' (in Hindi) here: https://amzn.eu/d/4wZISO0Follow Our Whatsapp Channel: https://www.whatsapp.com/channel/0029VaokF5x0bIdi3Qn9ef2JSubscribe To Our Other YouTube Channels:-https://www.youtube.com/@rajshamaniclipshttps://www.youtube.com/@RajShamani.Shorts

In this podcast, Lord Abbett Portfolio Manager Darnell Azeez discusses recent market volatility and how stocks of quality companies may be more favorably positioned in the current environment.

New Zealand's investor visa starts off with 44 applications, 7 approvals, and at least NZ$260 million in investments in just two weeks.View the full article here.Subscribe to the IMI Daily newsletter here.

Aotearoa New Zealand's Active Investor Plus Visa, commonly known as the “golden visa”, has proposed changes by the government taking place from April 1st, which aim to "make it easier for foreign investors to invest in the country."  Senior Lecturer at the University of Auckland's Department of Management and International Business, Dr Brent Burmester, opposes the changes and says they “miss the mark.” Producer Amani spoke with Dr Burmester to find out more on why he thinks this, and which suggestions he has in order to improve it.

The government is making it easier for wealthy foreign investors to get residency in New Zealand. Labour immigration spokesperson Phil Twyford spoke to Corin Dann.

In episode 51 Josh talks about the difference of bing an active investor versus bing a passive investor. Josh also talks about different investment opportunities and what to look for when doing your due diligence.

In this podcast, Lord Abbett Portfolio Manager Adam Castle discusses the current market environment, and how his team identifies opportunities in investment grade floating rate securities.

In this episode of the Commercial Real Estate Podcast, hosts Aaron and Adam interview Julian Schonfeldt, CIO at CAPREIT.  Topics covered include: Introduction to Julian Schonfeldt  Discussion on CAPREIT's data-driven investment approach Explanation of CAPREIT's ESG commitment and its focus on energy-efficient buildings Exploring CAPREIT's fiduciary and social obligations The concept of positive leverage and... The post Why CAPREIT Is The Most Active Investor with Julian Schonfeldt, CIO of CAPREIT appeared first on Commercial Real Estate Podcast.

In this podcast, Lord Abbett Portfolio Manager Tom O'Halloran discusses the generative AI and other trends that may drive future growth in the innovation equity space.

Roy Sherman is a passive real estate investor and owner of a financial planning firm that focuses on helping real estate pros craft their financial plans. His goal is to help them prosper more than they ever have before while staying invested in RE.

20Angel is a series profiling European angel investors with the best Founder NPS. Episode 17 features Philipp Moehring, Co-Founder of Tiny Supercomputer Investment Company (Tiny), One of Europe's most active pre-Seed investor with 350+ investments. His portfolio includes companies such as Sorare, Synthesia, 11x.ai, Amie, Wayve and many more . Previous to starting Tiny in 2017, Philipp was an investor at Seedcamp and AngelList. The format for 20Angel is consistent across show, with questions including: What are some of the non-obvious things they look for when investing in a company? How they work with their Founders? How Founders should approach them? What they think makes a great angel investor? Show links: https://tiny.vc/ https://www.linkedin.com/in/moehring/  

In this podcast, Lord Abbett Portfolio Manager Ryan Howard discusses the outlook for global equities, and how the investment team identifies opportunities in the current market.

MICHAEL WEGMANN, MBA After building a real estate portfolio of over $32M, Michael Wegmann founded Wegmann Investments because he saw the highest return on 100+ apartment complexes in Texas and Arizona, and other “landlord” friendly, no rent-control states. That's when Michael found Rise 48. Michael founded Wegmann Investments so that his family, friends clients could earn high returns from apartment flipping and syndication. After 28 years of Real Estate experience in California of “flipping” 5 homes and 11 apartment complexes in RENT CONTROLLED cities, he began to look for more profitable cities. With an MBA, a real estate license and having flipped 16 properties, Michael immensely the flipping process and how Rise 48 is the best in the Nation. Prior to Wegmann Investments, Michael worked at IBM, Paramount Pictures Interactive and co-founded Math.com, the World's Most Popular Math Site. RANDY SMITH Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

In this episode, we have a fascinating conversation with Seth Bradley who is the Chief Legal Officer at TribeVest. We dive deep into the insights from someone who's seen both sides of the investment world - from passive strategies to active capital raising. We also discuss the red and yellow flags in legal documents, the skills required for syndications, and much more. Connect with Seth Bradley on LinkedIn ⁠https://www.linkedin.com/in/sethpaulbradley/⁠ Connect with Ben Fraser on LinkedIn ⁠https://www.linkedin.com/in/benwfraser/⁠ Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠⁠https://aspenfunds.us/report⁠⁠ Join the Investor Club to get early access to exclusive deals. ⁠⁠https://www.aspenfunds.us/investorclub⁠⁠ Subscribe on your favorite podcast app, so you never miss an episode. ⁠⁠https://www.thebillionairepodcast.com/subscribe⁠

In this podcast, Lord Abbett investment professionals discuss the current market environment, and the factors that inform security selection in opportunistic credit.

Migena Agaraj is the Global Focused Connector, Business Matchmaker, Founder & CEO of Eagles MA LLC, 10X Business Advisor Trainer & Mentor, TV Host and Associate Producer, Inspirational Speaker, Best Selling Author AND Passive and Active Investor.Here's where to find more:My Website: AskMigena.comFind me on LinkedIn! https://www.linkedin.com/in/migena-agarajFind me on Facebook! https://www.facebook.com/MigenNYC1Find me on Instagram! https://www.instagram.com/migenanycFind me on YouTube! https://www.youtube.com/@migenaagarajFind me on Clubhouse! https://www.clubhouse.com/@migenanycFind me on Twitter/X https://twitter.com/MigenaNYC___________________________________________________________Welcome to The Unforget Yourself Show where we use the power of woo and the proof of science to help you identify your blind spots, and get over your own bullshit so that you can do the fucking thing you ACTUALLY want to do!We're Mark and Katie, the founders of Unforget Yourself and the creators of the Unforget Yourself System and on this podcast, we're here to share REAL conversations about what goes on inside the heart and minds of those brave and crazy enough to start their own business. From the accidental entrepreneur to the laser-focused CEO, we find out how they got to where they are today, not by hearing the go-to story of their success, but talking about how we all have our own BS to deal with and it's through facing ourselves that we find a way to do the fucking thing.Along the way, we hope to show you that YOU are the most important asset in your business (and your life - duh!). Being a business owner is tough! With vulnerability and humor, we get to the real story behind their success and show you that you're not alone._____________________Find all our links to all the things like the socials, how to work with us and how to apply to be on the podcast here: https://linktr.ee/unforgetyourself

About the Guest(s): Brian Davis is a real estate investor and entrepreneur. He is the founder of Spark Rental, a website that provides resources and education for real estate investors. Brian has a background in real estate investing and has experience in both residential and commercial properties. He is also the creator of an investment club that allows individuals to pool their money and invest in real estate syndication projects. Episode Summary: In this episode, Josh interviews Brian Davis, a real estate investor and founder of Spark Rental. Brian shares his personal journey as an investor and discusses his transition from active investing to passive investing. He also talks about his investment club, which allows individuals to invest in real estate syndication projects with smaller amounts of money. Brian emphasizes the importance of diversification and conservative underwriting when selecting sponsors to invest with. He also provides insights into his lifestyle as an entrepreneur living overseas and offers advice on designing an ideal life based on individual priorities. Key Takeaways: Brian Davis transitioned from active real estate investing to passive investing when he moved overseas. He founded an investment club that allows individuals to invest in real estate syndication projects with smaller amounts of money. The investment club focuses on diversification and invests in various types of properties across different geographical areas. When selecting sponsors to invest with, the investment club looks for a track record of success and conservative underwriting. Brian emphasizes the importance of designing an ideal life based on individual priorities and being intentional about lifestyle choices. Subscribe to our YouTube Channel: http://www.youtube.com/user/SRECvideo?sub_confirmation=1 Subscribe to our Podcast: https://itunes.apple.com/us/podcast/strategic-real-estate-investor/id570750792?mt=2 Like our page on facebook: https://www.facebook.com/srecnow Visit our blog: http://www.strategicrealestatecoach.com

Want to enjoy the passive investing rewards without the daily grind? Then tune in to this episode with our guest, Jim Manning, and learn the two real estate fund structures that will unlock your way to freedom. Jim explains why investors should invest in a fund deal and what it means to be an active and passive investor. In addition, the conversation highlights the enormous benefits of real estate that stocks can't offer. Be sure to hit the subscribe button and start discovering rare gems in real estate from this show!Key Points & Relevant TopicsJim's journey from active investing as a house flipperActive vs. passive investingHow investors can start building passive income in real estateReal estate fund: Its advantages, how to invest in it, and what investors need to know Jim's real estate fund types and how they workWhat makes real estate a better investment than the stock marketDifferences between a debt and lease purchase fundBenefits of investing in a lease purchase dealMaximizing and managing time in a busy entrepreneurial and family life The purpose of the Passive Wealth Show podcast and courses and their value for investorsReal estate market insights in the next coming yearsResources & Linkshttps://passivewealthshow.com/courses/ https://passivewealthshow.com/category/episodes/ AmazonApartment Syndication Due Diligence Checklist for Passive InvestorAbout Jim ManningJim's first job out of school was working for a self-made billionaire. He had the private jets and every material thing you could ever want. Unfortunately, the billionaire was absolutely miserable.  So 15 years ago, Jim set out to find a way to become financially free without sacrificing his personal life.  The passive income that real estate has provided has allowed Jim to own 3 multi-million dollar real estate companies, work a balanced schedule, parent 4 kids under 9 and even coach multiple teams, and invest in over $250 million in properties.  Along the way, Jim discovered that he also had a knack for creating financial freedom for others. He's now on a mission to show others how to generate passive income from real estate without doing any of the work.  Get in Touch with JimWebsite: Passive Wealth ShowLinkedIn: Jim ManningTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Lord Abbett Portfolio Manager Andrew O'Brien discusses the current fixed-income environment—and the market sectors where his team is finding opportunities.

If you enjoyed this episode, or are enjoying the Scalable REI show overall, show your support by buying the Scalable REI team a cup of coffee: https://www.buymeacoffee.com/scalablereiJazmin is a Serial Entrepreneur at heart, she founded her first start-up and hired her first employee when she was 15, with a broad range of experience working with businesses of all sizes in multiple industries and expertise in customer service and sales, backed up by a couple of business degrees nationally and internationally.3+ years as an Active Investor in land.Co-Sponsor for 880+Units in 2022 and LP for 170+ units.Co-author of Powerful Female Immigrant and founder of SHE.Best Way to Contact Jazmin:https://massive.capital/jazmin/Helpful Links:Instagram: @investwithjazminFacebook: https://www.facebook.com/jazmin.salinas.12979Linkedin: https://www.linkedin.com/in/jazmin-salinas-1448021a3/ https://linktr.ee/investwithjazminhttps://massive.capital/coaching/BEST CRM THAT WE USE: Looking for the best all-in-one CRM to scale your real estate investing business? Use the link below to sign up today: https://www.gohighlevel.com/main-page?fp_ref=scalable-reiBEST PHONE SYSTEM THAT WE USE: Looking for an optimal online phone system that can forward to your cell phone, directly integrate to your CRM, and be leveraged for your remote virtual assistant team? If so, use this link to save $20 today when you open a new account: https://openph.one/referral/NpnZPxX COFFEE!!! If you feel this episode provided a ton of value, show your support by buying us a cup of coffee: https://www.buymeacoffee.com/scalablereiLET'S DO SOME DEALS!!! Contact Mason to JV/partner on deals or passively invest by either emailing him at mason@scalablerei.comSchedule a call with Mason by using this link here: https://calendly.com/mason-klement/30minFollow Mason on Instagram to learn additional real estate investing tips and tricks: https://www.instagram.com/mason_klement_scalablerei/NOTE: This description might contain affiliate links, which may pay our podcast a commission at absolutely zero cost to you.  Any commissions go toward the cost of producing each episode so we really appreciate your support.  In addition, depending on the vendor, you actually might even save money by using these links that you wouldn't have access to if you went directly to the vendor's website. 

In this podcast, Lord Abbett Investment Strategist Melanie Coffin discusses key trends in third-quarter earnings, and how the disruptive effects of new weight-loss drugs and artificial intelligence are creating investment opportunities in the innovation space.

Lord Abbett Portfolio Manager Todd Solomon discusses how he and his team identify opportunities in credit of companies that have complex capital structures or have experienced dislocations in their industry or in the market.

Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy.    Coach & Real Estate Mogul Steven Pesavento joins Host Paul Thompson for a brand new episode of “The WakeUp Call” podcast. In a genuine, and sometimes heartfelt discussion, The two explore how the sudden passing of Steven's sister changed the way he does business.   Steven's new life outlook ultimately has led to his “7 Rules to Thinking Like an Investor”, which Paul and Steven discuss at length, sharing each rule with you step-by-step. This can't-miss discussion will change the way you look at investing, and set you up to get started in the world of Real Estate.   Key Points From This Episode:    Don't “Climb to the Wrong Mountaintop”. You may start making good money, but is it worth it for the amount of workload you're required to put in? The Key to Entrepreneurship is trying new things, getting coaching, and taking risks. Earn to INVEST. Not to SPEND. Know the Amount of Passive Income You Need to Live, so you can build around it. “Name Your Number”. Start by Investing in Yourself. You have to gain the skills and knowledge in order to have the confidence to move forward. Even if you are NOT an accredited investor, you still can have access to private deals… if you have the proper relationship with the sponsor.  Get Started. Real Estate is a powerful tool to create financial wealth. Follow Paul Thompson • LinkedIn | https://www.linkedin.com/in/paulthompson-onecallcapital/ • Website | https://pauldavidthompson.com • Tiktok | https://www.tiktok.com/@pauldavidthompson Resources:   www.stevenpesavento.com  - Book Steven's Coaching & Listen to the “Investor Mindset” Podcast   www.vonfinch.com - Steven's Investment Company– Get Started Now   www.investormindset.com/planner - Get your FREE Income Vision Planner! www.PaulDavidThompson.com - Real estate resources, past episodes, and information on my mastermind   I want to help you achieve financial and personal freedom. Check out THIS link for some valuable resources Click for a FREE WEBINAR to learn about your 12% ROI. If you're ready to take action now, let's hop on a CALL now! About Today's Guest:   Steven Pesavento is an Active Investor catering commercial real estate investments for clients at Von Finch Capital. He has completed over 200 Transactions, renovated nearly 100 builds, and transacted over 180,000,000 in investment real estate.   His “Investor Mindset” Podcast is one of the Top 200 Investing Podcasts in the world, and uses his knowledge to coach new investors and clients toward creating a financially free life through passive income in Real Estate.  

In this podcast, Lord Abbett Portfolio Manager Matthew DeCicco discusses how he and his team identify the most promising innovative healthcare stocks—and where they're seeing opportunities now.

In this episode of the “Passive Investing from Left Field” podcast, we have the pleasure of speaking with Matt Faircloth, a successful full-time investor with over 15 years of experience in the industry. Join us as we delve into Matt's expertise in raising private capital and building a successful real estate empire.About Matt FairclothMatt has completed a variety of projects, including fix-and-flips, office buildings, single-family homes, and apartment buildings, amassing a portfolio of over 1,000 units. He has also raised tens of millions of equity for these real estate projects in both debt and equity positions from passive investors. As an Amazon best-seller with over 50,000 copies sold, Matt is the author of "Raising Private Capital: How to Build Your Real Estate Empire with Other People's Money," published by BiggerPockets publishing.Here are some power takeaways from today's conversation:[04:00] Figuring out your investment goals  and getting clear on your 'why' [09:00] Things to consider when looking for deals[16:00] Deals with amortizing loans vs. interest-only loans[18:00] How to calculate the IRR[21:35] Why HUD is the redheaded stepchild[28:17] Leveraging local resources[32:05] The concept of entropyEpisode Highlights:[04:00] The Importance of Clarity in Passive InvestingWhen it comes to passive investing, simply googling and blindly throwing money at the first company that pops up in your search is not a wise strategy. Instead, take the time to do your research and get clear about what you want to achieve through your investment journey. Consider your long-term goals, such as generating enough passive income to quit your job or building your net worth, and whether you enjoy your current job or not. While Wall Street can be tempting, it's important to recognize that it shouldn't be your only means of financial freedom. By gaining clarity and doing your due diligence, you can make informed decisions and set yourself up for success in the world of passive investing.[09:31] Maximizing Wealth through Strategic Passive Investing To succeed in passive investing, it's crucial to have clear investment goals. Consider factors such as appreciation growth, cash flow, and tax leverage before choosing an asset class like oil and gas or multifamily real estate. Without a clear understanding of your objectives, it's easy to make the wrong investment and miss out on long-term wealth-building opportunities. [15:57] Maximizing Your Return on Investment: Understanding IRR ComponentsUnderstanding IRR components is crucial in passive investing. While appreciation, cash flow, and return of capital are important, it's essential to scrutinize projected profit-sharing percentages and differentiate between controllable and uncontrollable factors. Operators can control operational thesis and business plans that govern cash flow, but they can't control future market demand or cap rates. Thoroughly assessing investment opportunities and operator strategies can help maximize return on investment.This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.Resources Mentioned:BiggerPocketsRaising Private Capital: How to Build Your Real Estate Empire with Other People's MoneyPassive Investing from the Left Field Podcast Episode 38 Podcast Recommendations:The Ed Mylett ShowThe Joe Rogan Experience

Why do some leaders consistently outperform their peers? What is it that differentiates the most effective leaders from the rest?My guest on this episode is David Dodson, the author of “The Manager's Handbook: The Five Steps to Build a Team, Stay Focused, Make Better Decisions, and Crush Your Competition” In addition to being an accomplished author, David is a faculty member at Stanford University's Graduate School of Business, a successful serial entrepreneur, a board member of more than 40 companies, and an active investor in over 100 businesses. During our conversation David and I discuss:His research on the five must-have skills from people who get things doneWhy you should be hiring based on outcomes, not likabilityWhy he believes “Instant Performance Feedback” is so powerful and how to do itHow the most effective leaders find an additional 80 minutes a day without working longerWhy being good at seeking and taking advice is a competitive advantageHis advice to HR on how to improve the quality of leaders at your companyConnecting with David Dodson:Connect with David Dodson on LinkedIn or learn more on his websiteRead or buy: “The Manager's Handbook: The Five Steps to Build a Team, Stay Focused, Make Better Decisions, and Crush Your Competition”

In this edition of the Active Investor podcast, Darnell Azeez discusses the importance of high-quality, dividend growth stocks in today's market environment.

To access a FREE collection of resources, go to www.TheMaverickVault.com   Navigate the complexities of real estate lending and financing options with today's guest Michael Balan who shares insider tips on finding the right lender for your business needs. Tune in and equip yourself with his expertise to uncover more opportunities and profit for your property investments.   Key Takeaways From This Episode Differences between bank and life insurance loans  Risks and opportunities associated with borrowing funds for your business  Factors influencing rental increases and how lenders evaluate them  The value of disciplined lending and not overanalyzing deals  Expert tips to maximize investment returns for property investors     About Michael Balan Michael has been in the commercial real estate industry since 1997, closing over $1 billion in loans. He joined Thomas D. Wood and Company after working at NorthMarq's Miami office, where he assisted clients with various capital stack options. In 2021, he founded Asset Resolution Trust to help lenders sell non-performing notes discreetly and profitably. Michael has experience in traditional banking, franchise finance, and CMBS lending. He is an active member of the International Council of Shopping Centers and has held leadership positions in Business Networking International. He is a licensed real estate sales associate in Florida with a Bachelor's degree in Management from the University of Maryland. He is involved in various organizations, including the University of Maryland South Florida Alumni Association, Miami Beach Police Athletic League, and Boy Scout Troop 65.   Connect with Michael  Website: Asset Resolution Trust | Thomas D. Wood and Company Real Estate Capital  LinkedIn: Michael Balan   Are you a passive real estate investor seeking financial freedom? Almost daily, new headlines break on the latest financial market upset. Now is the time to get educated on how to strategically invest in commercial real estate for long-term financial freedom. Grab your copy of “How to Passively Invest in a Changing Economic Environment” Go to…www.MavericksInvest.com  Want to keep up to date on the commercial real estate market, trends, investing tips and know what Neil is buying right now? Connect with him at Legacy Impact Investors and be sure to register for his newsletter.  Connect with Neil Timmins on LinkedIn. If there is a topic you want to know more about or a guest that you would like to see on the show, shoot Neil a message on LinkedIn.  Are you an Active Investor looking to do more commercial and residential deals? Maverick Lead Machine   About Neil Timmins Having completed hundreds of Fix & Flips, Wholesales, Wholetails, Novations, and Owner-Financed deals, Neil longed to quit forfeiting time for dollars. After building a portfolio of single-family rentals to produce passive income, he found the strategy to be anything but passive.  Neil didn't go looking for his first commercial deal—he stumbled into it. Since then, he has refined the process of analyzing and buying commercial properties that produce stellar cash flow.  Neil has been involved in over $300,000,000 in real estate transactions. While his holdings in commercial assets include apartments, offices, mobile home parks, and self-storage units, his passion is industrial property. Neil now has verticals in residential real estate, multiple commercial asset classes, brokerage, publishing, and a successful podcast.   Click here to see video of the podcast. 

Join us in this episode featuring Victor Bell to uncover the game-changing strategies to give you the edge in this ultra-competitive housing market. Today, we tackle cold calling, financing deals, choosing investment properties and fund managers, and overcoming the fear over your assets. Hit play that button now to learn more!   Key Takeaways From This Episode Advantages of using cold calling to win property deals  Top qualities of lucrative investment properties Why consistency is crucial for real estate operators Factors to consider when choosing a property fund manager  Ways to overcome the fear of losing control over property investments   References/Links Mentioned How to Invest by David M. Rubenstein | Audiobook    About Victor Bell Victor has transacted over $57 million in real estate transactions in seven states, including Hawaii, Arizona, Texas, North Carolina, Vegas, Ohio, and Michigan. Victor is one of Amazon's #1 best-selling authors, a real estate trainer, and a top speaker on leadership, real estate investing, entrepreneurship, marketing, and finance. Victor Bell has been investing in Multi-Family Real Estate since the mid-1990s.   Connect with Victor Website: Bell Capital  YouTube: Victor Bell Facebook: Victor Bell Instagram: @therealvictorbell   Are you a passive real estate investor seeking financial freedom? Almost daily, new headlines break on the latest financial market upset. Now is the time to get educated on how to strategically invest in commercial real estate for long-term financial freedom. Grab your copy of “How to Passively Invest in a Changing Economic Environment” Go to…www.MavericksInvest.com  Want to keep up to date on the commercial real estate market, trends, investing tips and know what Neil is buying right now? Connect with him at Legacy Impact Investors, and be sure to register for his newsletter.  Connect with Neil Timmins on LinkedIn. If there is a topic you want to know more about or a guest that you would like to see on the show, shoot Neil a message on LinkedIn.  Are you an Active Investor looking to do more commercial and residential deals? Maverick Lead Machine   About Neil Timmins Having completed hundreds of Fix & Flips, Wholesales, Wholetails, Novations, and Owner-Financed deals, Neil longed to quit forfeiting time for dollars. After building a portfolio of single-family rentals to produce passive income, he found the strategy to be anything but passive. Neil didn't go looking for his first commercial deal—he stumbled into it. Since then, he has refined the process of analyzing and buying commercial properties that produce stellar cash flow.  Neil has been involved in over $300,000,000 in real estate transactions. While his holdings in commercial assets include apartments, offices, mobile home parks, and self-storage units, his passion is industrial property. Neil now has verticals in residential real estate, multiple commercial asset classes, brokerage, publishing, and a successful podcast.    Click here to see video of the podcast. 

Unlock the key to living the life of your dreams as you tune into this episode featuring Beth Underhill. Join us as we delve into the exciting world of student housing deals, investment partnerships, and capital calls, providing valuable insights and strategies. So tune in to reach your full potential and live the life you truly desire!   Key Takeaways From This Episode Why it's essential to have good investment partnerships  Do's and don'ts when choosing real estate deals Capital call: What it is and how it works The importance of transparent communication with your investors  Practical advice for vetting real estate operators    References/Links Mentioned MTN Investment Group Landmark Properties  Think and Grow Rich by Napoleon Hill | Paperback   About Beth Underhill As a self-described serial entrepreneur, Beth has been a risk taker most of her life, owning multiple businesses with an affinity towards helping women. She battled mental health challenges and kicked Cancer in the arse. People who know her would describe her as a thriver. She is a fitness enthusiast, competing regionally and nationally in powerlifting,  and loves traveling, cooking, and reading. Surrounded by an amazing family - her husband of 23 years, her daughter, and four dogs - they enjoy movies, music, dinners, and the beach together.    Connect with Beth  Instagram: @investingwithbeth TikTok: @investingwithbeth Email: beth@lifestyleesquitiesgroup.com  Phone Number: (513) 470-1078    Are you a passive real estate investor seeking financial freedom? Almost daily, new headlines break on the latest financial market upset. Now is the time to get educated on how to strategically invest in commercial real estate for long-term financial freedom. Grab your copy of “How to Passively Invest in a Changing Economic Environment” Go to…www.MavericksInvest.com  Want to keep up to date on the commercial real estate market, trends, investing tips and know what Neil is buying right now? Connect with him at Legacy Impact Investors and be sure to register for his newsletter.  Connect with Neil Timmins on LinkedIn. If there is a topic you want to know more about or a guest that you would like to see on the show, shoot Neil a message on LinkedIn.  Are you an Active Investor looking to do more commercial and residential deals? Maverick Lead Machine   About Neil Timmins  Having completed hundreds of Fix & Flips, Wholesales, Wholetails, Novations, and Owner-Financed deals, Neil longed to quit forfeiting time for dollars. After building a portfolio of single-family rentals to produce passive income, he found the strategy to be anything but passive. Neil didn't go looking for his first commercial deal—he stumbled into it. Since then, he has refined the process of analyzing and buying commercial properties that produce stellar cash flow.  Neil has been involved in over $300,000,000 in real estate transactions. While his holdings in commercial assets include apartments, offices, mobile home parks, and self-storage units, his passion is industrial property. Neil now has verticals in residential real estate, multiple commercial asset classes, brokerage, publishing, and a successful podcast.    Click here to see video of the podcast. 

We're excited to have Ed Mathews in today's show to share valuable insights and tips on how to effectively take action to achieve your goals. Keep tuning in to learn the basics of multifamily passive investing, building relationships, identifying profitable deals, and selecting the right operators, so you can reach success on your own terms now.   Key Takeaways From This Episode Game-changing factors and actions for real estate success Criteria to consider when evaluating a potential investment property Different funding options available for your real estate investments Top questions you need to ask operators to make informed decisions What makes people hold back from achieving their dreams in RE   References/Links Mentioned Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Paperback, and Mass Market Paperback Cash Flow Portal  Atomic Habits by James Clear | Kindle, Hardcover, and Paperback The Hunt for Red October by Tom Clancy | Kindle, Hardcover, and Paperback   About Ed Mathews Ed is a seasoned executive, leveraging his experience earned during his 20+ years in service of world-class Silicon Valley companies to take advantage of opportunities in the US commercial real estate market and mentor real estate investors. He is the founder and the president of Clark St Capital LLC, a long-term holder of multi-family and mixed-use investment properties in Connecticut and throughout the US. They elevate people and their communities through sound real estate investment and management. They are responsible for operations, acquisitions, and investor relations.   Connect with Ed Website: Clark St Capital  Podcast: Real Estate Underground  LinkedIn: Ed Mathews  Email: ed@clarkst.com    Are you a passive real estate investor seeking financial freedom? Almost daily, new headlines break on the latest financial market upset. Now is the time to get educated on how to strategically invest in commercial real estate for long-term financial freedom. Grab your copy of “How to Passively Invest in a Changing Economic Environment” Go to…www.MavericksInvest.com  Want to keep up to date on the commercial real estate market, trends, investing tips and know what Neil is buying right now? Connect with him at Legacy Impact Investors and be sure to register for his newsletter.  Connect with Neil Timmins on LinkedIn. If there is a topic you want to know more about or a guest that you would like to see on the show, shoot Neil a message on LinkedIn.  Are you an Active Investor looking to do more commercial and residential deals? Maverick Lead Machine   About Neil Timmins Having completed hundreds of Fix & Flips, Wholesales, Wholetails, Novations, and Owner-Financed deals, Neil longed to quit forfeiting time for dollars. After building a portfolio of single-family rentals to produce passive income, he found the strategy to be anything but passive. Neil didn't go looking for his first commercial deal—he stumbled into it. Since then, he has refined the process of analyzing and buying commercial properties that produce stellar cash flow.  Neil has been involved in over $300,000,000 in real estate transactions. While his holdings in commercial assets include apartments, offices, mobile home parks, and self-storage units, his passion is industrial property. Neil now has verticals in residential real estate, multiple commercial asset classes, brokerage, publishing, and a successful podcast.    Click here to see video of the podcast. 

To access a FREE collection of resources, go to www.TheMaverickVault.com Discover promising investment opportunities with tips from today's guest, Gabe Petersen. Get his firsthand insights about seller financing, choosing the best property deals, and the power of perseverance in real estate investing. If you're interested in REI, listen to today's conversation!   Key Takeaways From This Episode Seller financing: What it is, its benefits, and how it differs from traditional banking  What makes a good property deal? The power of grit in helping you reach your investing goals Ways to effectively communicate with investors and property managers  Key things to consider when choosing self-storage deals  Benefits of learning from seasoned property investment partners   References/Links Mentioned DirectMail.com Atlas Shrugged by Ayn Rand | Mass Market Paperback, Hardcover, and Kindle Meditations by Marcus Aurelius | Paperback, Hardcover, and Kindle   About Gabe Petersen Gabe Petersen is a commercial real estate investor focusing on self-storage facilities and mobile home parks and a podcast host at The Real Estate Investing Club.  Gabe's career was not always linear, though - after working in the corporate world as a management consultant for nearly a decade, Gabe knew he needed to make a change. His first business was in eCommerce, where he learned the basics of digital marketing and the online world. From there, he started his own freelance marketing agency, which eventually led him to the world of real estate. Since going all-in on real estate, Gabe has flipped single-family and multifamily properties, wholesaled houses, and grown a portfolio of mobile home / RV parks and self-storage facilities.  Gabe eventually decided to bring his passion for real estate investing and generally living a good life to the world of podcasting, starting a real estate investing podcast in The Real Estate Investing Club.   Connect with Gabe  Website: The Real Estate Investing Club Podcast: The Real Estate Investing Club | Apple and Spotify  Email: gabe@therealestateinvestingclub.com   Are you a passive real estate investor seeking financial freedom? Almost daily, new headlines break on the latest financial market upset. Now is the time to get educated on how to strategically invest in commercial real estate for long-term financial freedom. Grab your copy of “How to Passively Invest in a Changing Economic Environment” Go to…www.MavericksInvest.com  Want to keep up to date on the commercial real estate market, trends, investing tips and know what Neil is buying right now? Connect with him at Legacy Impact Investors and be sure to register for his newsletter.  Connect with Neil Timmins on LinkedIn. If there is a topic you want to know more about or a guest that you would like to see on the show, shoot Neil a message on LinkedIn.  Are you an Active Investor looking to do more commercial and residential deals? Maverick Lead Machine   About Neil Timmins Having completed hundreds of Fix & Flips, Wholesales, Wholetails, Novations, and Owner-Financed deals, Neil longed to quit forfeiting time for dollars. After building a portfolio of single-family rentals to produce passive income, he found the strategy to be anything but passive. Neil didn't go looking for his first commercial deal—he stumbled into it. Since then, he has refined the process of analyzing and buying commercial properties that produce stellar cash flow.  Neil has been involved in over $300,000,000 in real estate transactions. While his holdings in commercial assets include apartments, offices, mobile home parks, and self-storage units, his passion is industrial property. Neil now has verticals in residential real estate, multiple commercial asset classes, brokerage, publishing, and a successful podcast.    Click here to see video of the podcast. 

To access a FREE collection of resources, go to www.TheMaverickVault.com If you're looking for stability and long-term income, this episode is for you. Dial in with Jacob Vanderslice to discover an investment strategy that has gained popularity in uncertain economic times. He'll also share valuable insights and tips for making informed investment decisions to consider your financial goals and risk tolerance carefully.    Key Takeaways From This Episode Reasons to consider investing in self-storage over other assets Important things you should look for in a deal as a passive investor Investing in funds vs. real estate syndications Why the current RE market is a time for extreme caution and opportunities Benefits and challenges of cost segregation in the self-storage industry   References/Links Mentioned 10 Federal Storage  Red Dot Storage In the Kingdom of Ice by Hampton Sides | Kindle, Hardcover, and Paperback   About Jacob Vanderslice Jacob Vanderslice is the Principal at VanWest Partners, a Denver-based real estate investment firm focusing on the acquisition and management of self-storage centers and other opportunistic real estate throughout the United States. By focusing on this conservative and growing real estate sector, VanWest has established a track record with over $238mm in real estate assets. Jacob and his partners' success is driven by a commitment to delivering an expertly-executed, adaptable strategy with an institutional investment approach. The diverse background of VanWest's principals allows the company to look at investments outside the traditional, single-focus strategy of many companies. Uncovering value when it is not obvious allows Jacob and his team to maximize investment performance to their stakeholders. Jacob is passionate about educating investors about self-storage, urban infill repositioning, redevelopment of distressed commercial assets, and other untraditional investment opportunities. He focuses on investments driven by data and reveals and maximizes opportunities to make a positive and lasting impact in the lives of his clients and investors.   Connect with Jacob Website: VanWest Partners LinkedIn: Jacob Vanderslice | VanWest Partners Facebook: VanWest Partners  Instagram: @vanwest_partners   Are you a passive real estate investor seeking financial freedom? Almost daily, new headlines break on the latest financial market upset. Now is the time to get educated on how to strategically invest in commercial real estate for long-term financial freedom. Grab your copy of “How to Passively Invest in a Changing Economic Environment” Go to…www.MavericksInvest.com  Want to keep up to date on the commercial real estate market, trends, investing tips and know what Neil is buying right now? Connect with him at Legacy Impact Investors and be sure to register for his newsletter.  Connect with Neil Timmins on LinkedIn. If there is a topic you want to know more about or a guest that you would like to see on the show, shoot Neil a message on LinkedIn.  Are you an Active Investor looking to do more commercial and residential deals? Maverick Lead Machine   About Neil Timmins Having completed hundreds of Fix & Flips, Wholesales, Wholetails, Novations, and Owner-Financed deals, Neil longed to quit forfeiting time for dollars. After building a portfolio of single-family rentals to produce passive income, he found the strategy to be anything but passive. Neil didn't go looking for his first commercial deal—he stumbled into it. Since then, he has refined the process of analyzing and buying commercial properties that produce stellar cash flow.  Neil has been involved in over $300,000,000 in real estate transactions. While his holdings in commercial assets include apartments, offices, mobile home parks, and self-storage units, his passion is industrial property. Neil now has verticals in residential real estate, multiple commercial asset classes, brokerage, publishing, and a successful podcast.    Click here to see video of the podcast. 

To access a FREE collection of resources, go to www.TheMaverickVault.com We're thrilled to have Maria Zondervan in today's episode to share her legacy and passion for helping people with unique needs through real estate. Explore the benefits of constructing autism-friendly housing in assisting families to plan for a more secure future. Start investing with impact by tuning in today!   Key Takeaways From This Episode Why you need to hire good property managers Criteria you should consider before investing with sponsors Compelling reasons to invest in multifamily properties  How real estate investing helps in building a nest egg for people with special needs What passive investors need to know to overcome fear and start investing    References/Links Mentioned A Bright Future: Special Needs Community Vivid Vision by Cameron Herold | Paperback, Hardcover, and Kindle   About Maria Zondervan Maria was born in Sweden but immigrated to the United States with her immediate family when she was nine. Since then, she has lived in various parts of Florida and lives in Orlando with her husband and two sons.  She has been buying, selling, renovating, flipping, and renting real estate for over 25 years. She purchased her first home on a Lease Option with nothing down while she was still a student studying Wildlife Ecology and Conservation at the University of Florida. After graduating, she pursued her career goal and became a Wildlife Biologist working for the State of Florida, involved with restoring critical habitats and protecting endangered species. While working, she continued buying real estate. She took a year off to get her master's degree in Environmental Management and Policy. After 26 years, she retired from her biology career.    Connect with Maria  Website: Blue Vikings Capital  LinkedIn: Maria Zondervan Facebook: Maria Zondervan Instagram: @mariazondervan YouTube: Blue Vikings Capital   Are you a passive real estate investor seeking financial freedom? Almost daily, new headlines break on the latest financial market upset. Now is the time to get educated on how to strategically invest in commercial real estate for long-term financial freedom. Grab your copy of “How to Passively Invest in a Changing Economic Environment” Go to…www.MavericksInvest.com  Want to keep up to date on the commercial real estate market, trends, investing tips and know what Neil is buying right now? Connect with him at Legacy Impact Investors and be sure to register for his newsletter.  Connect with Neil Timmins on LinkedIn. If there is a topic you want to know more about or a guest that you would like to see on the show, shoot Neil a message on LinkedIn.  Are you an Active Investor looking to do more commercial and residential deals? Maverick Lead Machine   About Neil Timmins Having completed hundreds of Fix & Flips, Wholesales, Wholetails, Novations, and Owner-Financed deals, Neil longed to quit forfeiting time for dollars. After building a portfolio of single-family rentals to produce passive income, he found the strategy to be anything but passive. Neil didn't go looking for his first commercial deal—he stumbled into it. Since then, he has refined the process of analyzing and buying commercial properties that produce stellar cash flow.  Neil has been involved in over $300,000,000 in real estate transactions. While his holdings in commercial assets include apartments, offices, mobile home parks, and self-storage units, his passion is industrial property. Neil now has verticals in residential real estate, multiple commercial asset classes, brokerage, publishing, and a successful podcast.    Click here to see video of the podcast. 

To access a FREE collection of resources, go to www.TheMaverickVault.com Transform your real estate aspirations into reality with Ian Horowitz as he shares firsthand tips on passive investing and valuable insights on achieving your investment goals. So don't miss this episode to learn ways to mitigate risk, overcome doubts, and ignite your passion for success in the real estate industry!   Key Takeaways From This Episode Advantages of investing in tangible assets Why you should identify your strengths and execute your investment plans strategically Key factors to consider when choosing real estate marketplaces and co-investors Importance of regular communication and transparency with your investors Risk-mitigation strategies to protect your cash flow   References/Links Mentioned LoopNet  Crexi Warren Buffet  Atlas Shrugged by Ayn Rand | Hardcover and Audiobook   About Ian Horowitz Ian Horowitz is a respected figure in the world of real estate investing, having transitioned from a career as a dedicated firefighter to co-founding Equity Warehouse with his business partner, Daniel Mathe. The duo now manages an impressive $70 million portfolio, which includes a diverse range of real estate assets such as single-family homes, multi-family buildings, commercial properties, and self-storage units. Ian is a family man, married to his wife, Christine, and father to two daughters. In addition to his accomplishments in the business world, Ian is also a licensed private pilot and enjoys spending time on the water with his family.   Connect with Ian  Website: Equity Warehouse  Facebook: Equity Warehouse Instagram: @equity_warehouse   Are you a passive real estate investor seeking financial freedom? Almost daily, new headlines break on the latest financial market upset. Now is the time to get educated on how to strategically invest in commercial real estate for long-term financial freedom. Grab your copy of “How to Passively Invest in a Changing Economic Environment” Go to…www.MavericksInvest.com  Want to keep up to date on the commercial real estate market, trends, investing tips and know what Neil is buying right now? Connect with him at Legacy Impact Investors and be sure to register for his newsletter.  Connect with Neil Timmins on LinkedIn. If there is a topic you want to know more about or a guest that you would like to see on the show, shoot Neil a message on LinkedIn.  Are you an Active Investor looking to do more commercial and residential deals? Maverick Lead Machine   About Neil Timmins Having completed hundreds of Fix & Flips, Wholesales, Wholetails, Novations, and Owner-Financed deals, Neil longed to quit forfeiting time for dollars. After building a portfolio of single-family rentals to produce passive income, he found the strategy to be anything but passive. Neil didn't go looking for his first commercial deal—he stumbled into it. Since then, he has refined the process of analyzing and buying commercial properties that produce stellar cash flow.  Neil has been involved in over $300,000,000 in real estate transactions. While his holdings in commercial assets include apartments, offices, mobile home parks, and self-storage units, his passion is industrial property. Neil now has verticals in residential real estate, multiple commercial asset classes, brokerage, publishing, and a successful podcast.    Click here to see video of the podcast. 

To access a FREE collection of resources, go to www.TheMaverickVault.com In these uncertain times, it's essential to invest in recession-proof assets for your portfolio. So today, we invited Steffany Boldrini to discuss self-storage as a lucrative solution for mitigating investment risks caused by the market and economic downturn. Stay connected to this show to learn more about this type of investment!   Key Takeaways From This Episode Do's and don'ts for your first self-storage deal Benefits of investing in self-storage and ways to add value to your property How to manage self-storage facilities remotely The importance of vetting the track record of the people you work with  Factors to consider before investing in self-storage properties   References/Links Mentioned Crexi  Google Business   About Steffany Boldrini Steffany Boldrini is the principal at Monte Carlo Real Estate Investments, a firm that focuses on self-storage investing. Originally from Brazil, she moved to Silicon Valley at the age of 18, and after a successful career in tech sales, she decided to become a real estate investor after receiving inspiration from successful investors in the area. She found that real estate offered her greater security and the ability to leverage her investments. She decided to focus on self-storage, which has a proven track record of performing well during both good and bad economic times. Steffany's real estate investments have yielded over 30% cash on cash returns, which is a testament to her investment acumen and expertise in the field.   Connect with Steffany  Website: Monte Carlo Real Estate Investments | Ross Self Storage  LinkedIn: Steffany Boldrini   Are you a passive real estate investor seeking financial freedom? Almost daily, new headlines break on the latest financial market upset. Now is the time to get educated on how to strategically invest in commercial real estate for long-term financial freedom. Grab your copy of “How to Passively Invest in a Changing Economic Environment” Go to…www.MavericksInvest.com  Want to keep up to date on the commercial real estate market, trends, investing tips and know what Neil is buying right now? Connect with him at Legacy Impact Investors and be sure to register for his newsletter.  Connect with Neil Timmins on LinkedIn. If there is a topic you want to know more about or a guest that you would like to see on the show, shoot Neil a message on LinkedIn.  Are you an Active Investor looking to do more commercial and residential deals? Maverick Lead Machine   About Neil Timmins Having completed hundreds of Fix & Flips, Wholesales, Wholetails, Novations, and Owner-Financed deals, Neil longed to quit forfeiting time for dollars. After building a portfolio of single-family rentals to produce passive income, he found the strategy to be anything but passive. Neil didn't go looking for his first commercial deal—he stumbled into it. Since then, he has refined the process of analyzing and buying commercial properties that produce stellar cash flow.  Neil has been involved in over $300,000,000 in real estate transactions. While his holdings in commercial assets include apartments, offices, mobile home parks, and self-storage units, his passion is industrial property. Neil now has verticals in residential real estate, multiple commercial asset classes, brokerage, publishing, and a successful podcast.    Click here to see video of the podcast. 

To access a FREE collection of resources, go to www.TheMaverickVault.com With today's guest, reframe your perspective on recession and all the negativities surrounding the current market condition into a season of boundless opportunities. This first episode of Passive Real Estate Investing with Mavericks features Shannon Robnett, who shares insights about sourcing industrial deals, collaborating with REALTORS®, and the key concepts for generating wealth during a financial crisis. Hop in to learn more!   Key Takeaways From This Episode Ways to source industrial real estate deals in opportunity zones  Why practical experience is essential in real estate investing  The importance of managing your expectations on real estate deals  Similarities and differences between industrial and multifamily properties  How to identify good real estate deal operators The impact of the recession on the value of property investments   About Shannon Robnett With over 25 years of experience, Shannon has been involved from start to finish on over $350MM in construction projects such as multi-family, professional office buildings to city halls, fire and police stations, schools, industrial projects, and mini storage. Along with his knowledgeable team at Shannon Robnett Industries (SRI), Shannon is dedicated to sharing his expertise and delivering top-quality projects that bring numerous passive income streams to his syndicate partners.   Connect with Shannon  Website: Shannon Robnett Industries LinkedIn: Shannon Robnett Facebook: Shannon Robnett | Shannon Robnett Industries Instagram: @shannonrayrobnett Email: connect@shannonrobnett.com    Are you a passive real estate investor seeking financial freedom? Almost daily, new headlines break on the latest financial market upset. Now is the time to get educated on how to strategically invest in commercial real estate for long-term financial freedom. Grab your copy of “How to Passively Invest in a Changing Economic Environment” Go to…www.MavericksInvest.com  Want to keep up to date on the commercial real estate market, trends, investing tips and know what Neil is buying right now? Connect with him at Legacy Impact Investors and be sure to register for his newsletter.  Connect with Neil Timmins on LinkedIn. If there is a topic you want to know more about or a guest that you would like to see on the show, shoot Neil a message on LinkedIn.  Are you an Active Investor looking to do more commercial and residential deals? Maverick Lead Machine   About Neil Timmins Having completed hundreds of Fix & Flips, Wholesales, Wholetails, Novations, and Owner-Financed deals, Neil longed to quit forfeiting time for dollars. After building a portfolio of single-family rentals to produce passive income, he found the strategy to be anything but passive. Neil didn't go looking for his first commercial deal—he stumbled into it. Since then, he has refined the process of analyzing and buying commercial properties that produce stellar cash flow.  Neil has been involved in over $300,000,000 in real estate transactions. While his holdings in commercial assets include apartments, offices, mobile home parks, and self-storage units, his passion is industrial property. Neil now has verticals in residential real estate, multiple commercial asset classes, brokerage, publishing, and a successful podcast.    Click here to see video of the podcast. 

Does pickleball need its own beverage brand? Why is Jennifer Lopez, who doesn't drink alcohol, getting into the booze business? Who is Blob Guy? The hosts discuss… Also in this episode: interviews with Elavi co-founders Michelle Razavi and Nikki Elliott, who explained how they launched a package revamp for less than $200, along with Goat Rodeo Capital co-founder Carlton Fowler, who shared his perspective as an active investor in emerging and growth-stage companies.  Show notes: 0:37: JLo, What Are You Doing? A Dinky Concept. Lady Boba And Blob Guy. – Jacqui chatted about her preparation and plans for the upcoming Coachella festival before sharing new speaker announcements for BevNET Live Summer 2023. The hosts collectively wondered about the scaling potential of a brand that has a hyper-specific target consumer and why authenticity is a glaring issue with Jennifer Lopez' new RTD cocktail brand. Later, BevNET's director of community Melissa Traverse joined the episode and spoke about recent and upcoming episodes of Community Call, and the hosts riffed on several notable brands including a canned boba tea and a functional granola. 30:41: Interview: Michelle Razavi & Nikki Elliott, Co-Founders, Elavi – Michelle Razavi and Nikki Elliott are the co-founders of Elavi, which markets low-sugar and gut-friendly protein bars and cashew butters. Taste Radio editor Ray Latif sat down with Razavi and Elliott at Expo West 2023 where they shared a remarkable story about a recent package revamp that was executed in two weeks and at minimal cost.  44:49: Interview: Carlton Fowler, Managing Partner, Goat Rodeo Capital – Fowler spoke with Latif as part of a new series in which he will regularly discuss investment-related topics that are relevant and top-of-mind for food and beverage founders. In this first conversation, Fowler discussed his background as an operator and the impact of that experience in his investment strategy, how investors evaluate branding at each stage of a company's development and the emergence of creator-led brands. Brands in this episode: Yesly, Spindrift, Super Coffee, Dink, LifeAid, BodyArmor, Delola, Biena, Siete, Lady Boba, Sanzo, Golden Grahams, Lacroix, Diet Coke, Forij, Kiddiewinks, Tally Kids, Elavi, RxBar, Poppi, Liquid Death, Lemon Perfect, Prime, Feastables, Nectar

Many are familiar with the journey of going from passive to active investor. But what continues to be interesting in these stories is how investors made that switch and continue scaling in the industry. This episode's guest has the story and wisdom to share and inspire us with. Chris Seveney is with Amy Sylvis, a real estate investor in large commercial properties across the U.S. Before moving to the active side, Amy started in the space passive investing. Since that switch, partnering and taking advantage of opportunities became the name of the game. In this conversation, Amy shares the mindset journey that helped her take on the ever-changing market. She also gives advice on what to look for when securing a deal and raising money and why having coaches and mentors can help your journey. Join Amy in this episode to gain great insights on what it takes to scale your business and more!Love the show? Subscribe, rate, review, and share! https://7einvestments.com/podcast/

H.U.S.T.L.E culture: What it is and its advantages to a team How does the Fund That Flip help businesses grow?Difference between a passive and an active investor's risk-return profileEffects of the economic crisis on housing market demand3 core benefits of investing in private money lending The Life & Money Show Spotlight:Your Life & Money: What is one thing you're doing to live a meaningful and intentional life by design?Other's Life and Money: What is one life or money hack that you can share that will make an impact in others' lives right now? Life & Money in the World: What's the one thing you're doing right now to make the world a better place? RESOURCES/LINKS MENTIONEDBest Ever ConferenceProsperLending ClubFlipper Force ABOUT MATT RODAKMatt is the founder and CEO of Fund That Flip, a venture-backed real estate investment marketplace specializing in short-term loans for residential real estate rehabbers. As an active real estate investor, he became frustrated with the inefficiencies and lack of transparency offered by traditional rehab lenders. Fund That Flip's technology provides ease of use, speed, and transparency to professional real estate rehabbers. The platform automates sourcing, underwriting, and loan origination for accredited and institutional investors, providing unprecedented access to this desirable asset class. CONNECT WITH MATTWebsite: FundThatFlipTwitter: @FundThatFlipInstagram: @fund_that_flipTiktok: @fundthatflip CONNECT WITH USTo connect with Annie and Julie, as well as with other Investing For Good listeners, and to get the latest scoop on new and upcoming episodes, join Life and Money Show Podcast Community on Facebook.To learn more about real estate syndication investment opportunities, join the Goodegg Investor Club.Be sure to also grab your free copy of the Investing For Good book (just pay S&H)--Thanks for listening, and until next time, keep investing for good!