Podcasts about california real estate broker

Casey Franchini is a Memphis-based real estate investor and rental property coach who achieved financial freedom through strategic property investments. Originally licensed as a California Real Estate Broker in 2007, she later moved to Memphis, where she turned a crafting hobby into a profitable Etsy business to fund her first rental property. Now managing eight properties with an annual income of $140,000, Casey offers valuable insights and guidance to others looking to succeed in real estate.   Here's some of the topics we covered: From College Grad to Single-Family Success Turning "No" Into "Go" with Unstoppable Persistence How Casey and Her Husband Scored Their First Real Estate Deals Hot Markets to Target for Maximum Returns Evictions and the Real Struggles Every Landlord Faces Casey's Biggest Single-Family Horror Story Rod's Scariest Real Estate Stories Property Management Mastery for Real Estate Freedom   To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com    For more about Rod and his real estate investing journey go to www.rodkhleif.com   Please Review and Subscribe  

Solutions for today's biggest problems? It's here! As the founder of Francis Development Inc., Mitch Francis developed shopping centers, office buildings and condominium projects. He continues to own and manage commercial properties throughout the US. He was a Real Estate major at the University of Colorado and has a California Real Estate Broker license he doesn't use, (like everyone in California). Mitch was the founder, Chairman and CEO of a small publicly-traded company for nearly 30 years. The company was initially involved in creating and operating 3-D motion simulator attractions in the US and Canada, utilizing the most advanced technologies of the day. Subsequently, the company became the largest ticket broker in Las Vegas, selling more than $1 billion in show tickets, attractions and dining. Mitch is an innovative business leader whose inventions have yielded four United States patents, with another three inventions currently patent-pending. All of these inventions have contributed to the successes of his unique businesses. Mitch believes that the two most important ingredients for success as a serial entrepreneur are superior skills in problem-solving and unshakable tenacity. In episode 482 of the Fraternity Foodie Podcast, we find out why Mitch chose the University of Colorado Boulder, what it was like to be Chairman and CEO of a small publicly-traded company for nearly 30 years, what made him want to write the book called "Bad-Ass Solutions for Today's Big-Ass Problems", how we can address the US deficit so our grandchildren don't inherit our debt, how we can easily resolve the abortion issue between Democrats and Republicans, a solution to the oceans rising from the melting polar ice caps, and how we can make housing more affordable for young people. Enjoy!

Introducing Mr. Joe Mendoza, a trailblazing force in the dynamic world of real estate and investing. His extraordinary journey, which commenced at the tender age of 13, has evolved into a powerhouse of experience spanning management, marketing, sales, and accounting. Boasting an impressive thirty-year legacy in real estate, lending, and professional business coaching, Mr. Mendoza is a luminary in his field, bringing an unparalleled wealth of knowledge to every venture. As a licensed California Real Estate Broker for over 25 years, Mr. Mendoza is not just a professional; he is a maestro orchestrating success. He is a proud alumnus of San Diego State University with a Bachelor of Arts degree, Mr. Mendoza doesn't just meet expectations; he surpasses them. For those seeking a luminary with a genuine fervor for business and community, Mr. Mendoza stands as the ultimate choice – a dedicated and accomplished individual ready to make an indelible mark on your team. What You Will Learn: Who is Joe Mendoza? What inspires him to be in the real estate industry? You can make a mistake in real estate and still come out okay. Joe shares his first transaction. Who is Robert Kiyozaki? Joe shares his career aside from being an investor and broker. What is a Commercial Real Estate Investor Club? When working with other investors, you will always learn a new trick, a new tip, a new angle. The secret to living is giving. Joe shares how everyone can contact him. Additional Resources from Joe Mendoza: Website: https://linktr.ee/joemendozateam Phone: +1 (619) 246-4663 Email: support@joemendozateam.com Facebook: https://www.facebook.com/joemendozateam Linkedin: https://www.linkedin.com/in/coachjoemendoza/ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW!   Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

A distinguished real estate agent with more than 14 years in the Los Angeles luxury housing market, Michael Williams is widely known by his clients and peers as a skilled negotiator and consummate professional. Specializing in luxury residential and probate sales across the Greater Los Angeles area, Michael stands out for his efficiency, dedication, and unwavering attention to detail. His impressive track record has garnered him a discerning clientele that includes entertainers, athletes, artists, and high-net-worth individuals. Michael's journey in the real estate industry was significantly enriched by his prior role as a mortgage broker at a thriving multi-million-dollar firm. Armed with an in-depth understanding of residential finance, he offers his clients a distinct advantage in navigating the complex world of real estate transactions. Whether you're buying or selling, Michael is your trusted advisor, capable of guiding you through every aspect of the process with professionalism and expertise. Born and raised in Southern California by a single immigrant mother, Michael was always a gifted student, self-starter, and aspiring entrepreneur. He successfully created multiple income streams at a young age, which allowed him to fund his education at California State University, San Bernardino, where he earned his Bachelor of Arts degree. As a licensed California Real Estate Broker and a proud recipient of the Graduate, REALTOR® Institute (GRI) designation from the California Association of Realtors, Michael is also a Certified Probate Real Estate Specialist. His guiding principle is simple yet powerful: "The Secret to Getting Things Done is to Act." Michael lives by this philosophy, continuously advancing his professional education and credentials to bring tangible results to his clients. Beyond his thriving real estate career, Michael enjoys international jet-setting, self-improvement, and maintaining a healthy lifestyle through fitness and nutrition. He also has a deep appreciation for the cultural diversity that Los Angeles has to offer. A natural-born leader, Michael extends his influence by mentoring young entrepreneurs, helping them discover their true talents and turn them into successful enterprises. Website Link: Rebeccazung.custodykeep.com ____________________________________________________________________ Check out my FREE Live webinar, the 3 MUST HAVE Secrets to Communicating with Narcissists RIGHT HERE Learn more about the SLAY Your Negotiation with Narcissists program right here:  www.rebeccazung.com/slay ______________________________________________________________________ For more information on REBECCA ZUNG, ESQ. visit her website www.rebeccazung.com and follow her on Instagram: @rebeccazung and YouTube!  GRAB YOUR FREE CRUSH MY NEGOTIATION PREP WORKSHEET RIGHT HERE!  SUBSCRIBE TO MY YOUTUBE CHANNEL RIGHT HERE. THIS WEEK'S SPONSOR INFORMATION:   ❤️ AirDoctor : Go to airdoctorpro.com and use promo code YOURBESTLIFE to receive upto 39% off or upto $300 off! ❤️ Shopify : Sign up for a $1/month trial period at shopify.com/bestlife Learn more about your ad choices. Visit megaphone.fm/adchoices

Join us in today's episode as Brett Swarts unveils the game-changing deferred sales trust (DST) strategy for high-net-worth individuals to conquer capital gains tax and achieve financial liberation. Listen until the end as we explore the importance of tax-deferred strategies in your investments. Tap in to learn more!KEY TAKEAWAYSKey concepts in understanding arbitrage Pros and cons of 1031 exchange and deferred sales trust (DST)Tips to educate investors on being a seller carry in real estate transactionsWhy are tax-deferred strategies crucial in your investments?3 common misconceptions about DST and why they aren't trueRESOURCES/LINKS MENTIONEDBuilding A Capital Gains Tax Exit Plan by Brett P. Swarts: https://amzn.to/3InjjPv PIMCO: https://bit.ly/49Xk65d Anfield Capital Management: https://www.anfieldcapital.com/ ABOUT BRETT SWARTS Brett Swarts is the Founder of Capital Gains Tax Solutions and a leading expert in Deferred Sales Trusts, with over $500 million in transactions closed. As a licensed California Real Estate Broker, best-selling author, and podcast host, Brett's mission is to unlock capital gains tax for high net-worth individuals, guiding them to make an impact with their wealth.CONNECT WITH  BRETT Websites: Capital Gains Tax Solutions: https://capitalgainstaxsolutions.com/ | Brett Swarts: brettswarts.comYouTube: Capital Gains Tax Solution: https://bitly.ws/3eeb7 CONNECT WITH USSchedule a 20-min get-to-know each other call - bit.ly/3OK31kISchedule a 30-minute call to learn about investing with Three Keys Investments - bit.ly/3yteWhxVisit ThreeKeysInvestments.com to download a free e-book, “Why Invest in Apartments”!If you're looking for an affordable healthcare solution, check out Christian Healthcare Ministries by visiting https://bit.ly/3JTRm1IGo deeper into your reflection with the Conscious Investor Growth Exercises. Click the link to access now https://bit.ly/46mLPKu Ready to accelerate your efforts? Click the link to learn more and apply to the Conscious Investor Growth Accelerator. Space is limited to 12 people https://bit.ly/3QA6K76 Join us at The Conscious Investor on Apple Podcasts! Leave an honest rating and review at https://tinyurl.com/24tf2rj9. Your feedback is invaluable to us – let us know your take on our episodes!Please RSS: Review, Subscribe, Share!

Meet Casey Franchini, a Memphis-based real estate investor and rental property coach. With a background in California real estate, Casey achieved financial freedom through strategic property investments. Originally obtaining her California Real Estate Broker license in 2007, she later relocated to Memphis, turning a crafting hobby into an Etsy business to fund her initial rental property. Managing eight properties with an annual income of $140,000, Casey offers valuable insights into the world of real estate.   Here's some of the topics we covered:   Graduating College And Starting Single Family Don't Take No For An Answer How Casey & Her Husband Found Their First Deals What Markets Casey Likes To Target Evictions & The Struggle That Can Happen Casey's Biggest Single Family Horror Story Rod's Biggest Horror Stories Property Management   To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com   

Let's elevate your apprehension about using retirement accounts in real estate investing with this year's second guest, Dmitriy Fomichenko.Dmitriy will expound on things we need to know about solo 401(k), self-directed IRA, their limitations, and capabilities for real estate. This highly informative conversation will surely be worth your time, so listen until the end of the episode and fortify your financial knowledge!Key Points & Relevant TopicsDmitriy's background and his story as an immigrant from RussiaSense Financial Services, LLC: How it works and the options it provides for its clientsHow does a self-directed IRA work?Transactions prohibited and limitations in utilizing a self-directed IRAWhat is a non-recourse loanIs it possible to use retirement accounts to fix and flip an investment property?How to stay compliant with the IRS in terms of doing transactions within a retirement accountWho is qualified to establish a solo 401(k) and the advantages of setting it up?Resources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Dmitriy FomichenkoDmitriy Fomichenko is the founder and president of Sense Financial Services LLC, a boutique financial firm specializing in self-directed retirement accounts with checkbook control.  He began his career in financial planning and real estate investing in 2000. He owns multiple investment properties in various states and is a licensed California Real Estate Broker. Dmitriy holds a designation of Certified IRA Services Professional from the American Bankers Association. Over the years, he has taught hundreds of investment and financial planning seminars and has mentored thousands of investors. Get in Touch with DmitriyWebsite: Sense Financial Services, LLCLinkedIn: Dmitriy Fomichenko CISPFacebook: Dmitriy FomichenkoInstagram: @dmitriyfomichenkoBiggerPockets: Dmitriy FomichenkoTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Navigating Cannabis Financing: A Conversation with Rob Sechrist of Pelorus Capital GroupIn this episode, we dive deep into the world of cannabis financing and lending with our special guest, Rob Sechrist, the Co-Founding President of Pelorus Capital Group. Join us as we explore Rob's journey into the cannabis lending industry, how his company has evolved to become a leading player, and the unique insights they've gained through data-driven strategies. Discover the challenges and opportunities in this dynamic market, and gain valuable knowledge about cannabis investment, market evolution, and the potential impact of federal legalization. If you're interested in the intersection of finance and cannabis, this episode is a must-listen. Rob is a co-founder and president of Pelorus Equity Group (“Pelorus”), the leading provider of value-add bridge commercial real estate loans to cannabis businesses and owners with cannabis-related real estate and Pelorus Fund, a private mortgage real estate investment trust (“mREIT”).Rob brings nearly 23 years of experience in the real estate finance industry. Since the formation of Pelorus in 2010, he has raised more than $250MM in secured real estate transactions. Rob's primary role at Pelorus as a manager of the Pelorus Fund, development of strategic alliances with both private and institutional investors, formation of equity partnerships, and coordinating the company's growth into new markets. Today, Pelorus raises tens of million a month through the company's investors and equity partnerships. Prior to joining the real estate industry, Rob was the founder and CEO of an international action sports manufacturing company. He has also managed medical product sales in Southern California as well as trained the sales reps nationally for an orthopedic manufacturer.Rob earned a BA from San Diego State University. Licenses include California Real Estate Broker's License, NMLS License and designated expert witness as an asset based lender. He is also the CEO of JRS Capital USA, Inc., a real estate consulting firm based out of Newport Beach, California.https://pelorusequitygroup.com/Instagram: @robsechristTwitter: @PelorusEquityGrTwitter: @m5_rob

Join Mike Cavaggioni with Brett Swarts on the 185th episode of the Average Joe Finances Podcast. Bret shares his passion about educating high net worth individuals in capital gains tax deferral with a Deferred Sales Trust.In this episode, you'll learn:•Deferring capital gains tax on the sale of a business or primary home•Escaping hostage to 1031 exchange or rescue a failed 1031 exchange•How to grow CRE Syndication Business using Deferred Sales Trust•Building a tax-deferred wealth plan•And much more!About Brett Swarts:Brett Swarts is considered one of the most well-rounded Capital Gains Tax Deferral Experts and informative speakers in the U.S. He is the Founder of Capital Gains Tax Solutions, is an exclusive Deferred Sales Trust Trustee, host of the Capital Gains Tax Solutions podcast and an eXp Commercial Multifamily Broker in Sacramento, CA and Saint Augustine, FL.His Millionaire Clients are challenged to create and develop a tax-deferred transformational exit wealth plan using The Deferred Sales Trust so they can create and preserve more wealth. Each year, he equips hundreds of Millionaires to break out of capital gains tax jail. He also equips CRE Syndicators & other business professionals with the DST tool to help their high-net-worth clients break out too.His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 1031 exchanges and $500,000,000 in closed commercial real estate brokerage and Deferred Sales Trust transactions. He's an active commercial real estate broker and investor with brokerage experience and ownership in multifamily, senior housing, retail, medical office, and mixed-use properties. He is a licensed California Real Estate Broker who has held series 22 and 63 licenses.  Brett was formerly an associate at one of the largest CRE Brokerage firms in the country (Marcus & Millichap), is also a Multifamily Broker with eXp Commercial. Brett lives in Sacramento, California, with his wife, Melanie and their 5 children. Find Brett on:Website: www.capitalgainstaxsolutions.comFacebook: https://www.facebook.com/capitalgainstaxsolutions/Youtube: https://www.youtube.com/channel/UCAykQNmIWZ0KARBeVWcQxUAInstagram: https://www.instagram.com/deferredsalestrust/LinkedIn: https://www.linkedin.com/in/brett-swarts/Twitter: https://twitter.com/1031optionBigger Pockets: https://www.biggerpockets.com/users/BrettSwartsAverage Joe Finances®All of our social media links and more: https://averagejoefinances.com/linksAbout Mike: https://themikecav.comREWBCON: Join me at the Real Estate Wealth Builders Conference. Use promo code “Mike” to save 10% on tickets. https://averagejoefinances.com/rewbconImportant Tools and Resources that I UseFinancial Resources: www.averagejoefinances.com/resourcesCRM Tool: www.averagejoefinances.com/crmPay Off Your Mortgage in 5-7 Years:www.theshredmethod.com/averagejoefinanceshttps://bit.ly/replaceyourmortgageFind a REALTOR® in any state: www.averagejoefinances.com/realtorMake Real Estate Investing Easier with DealMachine:www.averagejoefinances.com/dealmachinePodcast Hosting: www.averagejoefinances.com/buzzsproutPodcast Editing Services: www.editpods.com*DISCLAIMER* www.averagejoefinances.com/disclaimerSee our full episode transcripts here: www.averagejoefinancespod.com/episodesSupport the show

In this episode of Passive Income Pilots, Tait and Ryan interview Jeremy Roll.Jeremy started investing in real estate and businesses in 2002, and left the corporate world in 2007, to become a full-time passive cash flow investor. He is currently an investor in more than 70 opportunities across more than $1B worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash-flowing investments in real estate and businesses. Jeremy is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007, with the goal of facilitating networking and learning among real estate investors in a strict, no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California, with over 30,000 members. Jeremy has an MBA from The Wharton School, is a licensed California Real Estate Broker (for investing purposes only), and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy shares how to snowball a passive income of $150-300 a month into replacing a full-time income of $30-50,000 a month and the tax benefits that come with it. Jeremy is a very technical investor who diversified across different asset classes, including office, retail, industrial, storage, RV parks and mobile home parks.  Enjoy the show!Show notes:[05:06] Passive real estate investing[07:27] Turning active income into passive income[08:45] How Jeremy started[11:21] What went into his first investment[14:19] What would Jeremy do differently with the knowledge and experience he hasnow?[18:25] Diversification[21:31] Investing in individual ATMs[23:06] Giving up control[26:31] Top deal killers[33:06] How to learn about underwriting[36:20] Crowdfunding[38:05] The difference between private and public securities[43:19] Jeremy's favorite investment[46:58] Tax rates[48:41] What Jeremy did at the beginning[50:35] His advice to those  planning to leave the corporate world[51:46] How to connect with JeremyConnect with Jeremy Roll:Email: JRoll@RollInvestments.comLinkedIn: https://www.linkedin.com/in/jeremy-roll-655107/Legal DisclaimerThe content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group.The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.The hosts, Tait Duryea and Ryan Gibson, do not necessarily endorse the views of the guests featured on the podcast, nor have the guests been comprehensively vetted by the hosts.Under no circumstances should any material presented in this podcast be used or considered as an offer to sell, or a solicitation of any offer to buy, an interest in any investment. Any potential offer or solicitation will be made exclusively through a Confidential Private Offering Memorandum related to the specific investment. Access to detailed information about the investments discussed is restricted to individuals who qualify as accredited investors under the Securities Act of 1933, as amended.Listeners are responsible for their own investment decisions and are encouraged to seek professional advice before investing....

Susan Guthrie, Esq. welcomes Zachary Taylor to the Divorce & Beyond podcast! Learn the facts that you need to know when you are facing divorce and have to deal with one or more mortgages. It's more complicated than you think, and in this case, knowledge is power. Did you know mortgages can be one of the most important factors in your divorce? Knowing what to expect will help you move through your divorce (and beyond) with clarity and understanding. In addition, if you have the right mortgage broker, you can make agreements that benefit everybody. Guest Zachary Taylor is a mortgage lender with 30 years of experience. Over 25% of his business involves people in some phase of the divorce process.  Topics and Golden Nuggets include Some ways mortgage lending and the lending paperwork are different when facing divorce  When it comes to mortgage loans, if you are receiving custodial or alimony support payments, you must prove that you have been receiving them for six months, NOT that you are supposed to be receiving it Do not wait until the middle of the divorce process or later to meet with a mortgage lender because you can give yourself more options as you negotiate your divorce if you understand what your borrowing power is “Information is your superpower.” Common mortgage and financial mistakes people make during divorce and how to avoid them **************************************** About this week's special guest:  Zach Taylor Zachary Taylor is a mortgage lender with 30 years of experience. Over 25% of his business involves people in some phase of the divorce process.  Zach knows the divorce guidelines and can access programs from his company (Change Home Mortgage) and programs from dozens of other banks, lenders, and Wall Street investment firms. This allows him to achieve his main goals for his clients: Get them the best rate, and one that fits their situation, that can be approved, and that can be closed within the required time-frames.  The division of real estate property in a divorce can be challenging to navigate. Contacting Zach as early in the process as possible helps people to have a more seamless experience. He will determine if you can do a buyout or will have to sell.  He will also determine if you can buy a new property based on your “post-divorce” situation using the buyout or sale proceeds. This can save time and prevent unexpected difficulties  during the settlement process.  Zach has  experience helping people who are going through divorce to better understand and determine the issues involving property and mortgages. Zach shares a common mission with the other professionals in the Carlsbad Hub: to provide information and support so that people can feel confident and have peace of mind with the decisions they make in the divorce process. Zach wants to be a valued resource, whether or not a new mortgage is needed, and can also help address issues about credit as well.  Included in Zach's 30 years of lending experience is a 98% close ratio from 2008 to the present, which happens to be the tightest lending environment ever! He has closed over 2,000 transactions. His background includes underwriting and approving loans. For 16 years, he was Managing Broker, and Partner is a successful local mortgage company. He is a licensed California Real Estate Broker and passed the Federal and State Mortgage tests with all background checks required for the NMLS license. He is a graduate of U.C. San Diego with a B.A. in Economics.  Phone Zach: 619-813-7908 Email Zach: zach@zachtaylormortgages.com Mentioned in this episode: The Nightmare of Shared Expenses for Co-Parents and the Simple Tech Solution That Solves it with the Co-Founder of DComply, Marco Munoz Laura McGee - Mediation Services - Southern CA AnnualCreditReport.com ***************************************** THANK YOU TO OUR SPONSORS:  HELLO DIVORCE Your divorce, your way.  Say hello to an easier, kinder, and less expensive divorce.  They can handle almost every divorce without a court for thousands less than hiring a lawyer.  Easy, quick online divorce process  We review, file, and serve for you  Expert legal and financial help as you go  Get more information, resources, and support at hellodivorce.com/beyond and receive $100 off your service with the code BEYOND!  Visit hellodivorce.com/beyond for $100 OFF! _______ THE SMART DATING ACADEMY Learn more about working with Bela Gandhi and the team at The Smart Dating Academy at https://smartdatingacademy.com.  Isn't it time to get psychotically optimistic about finding the lid to your pot?!  Don't forget to check out The Smart Dating Academy Podcast with Bela Gandhi while you are there and get your weekly dose of dating and love insights, tips, and inspiration! ********************************************************************* SPONSORSHIP OPPORTUNITIES ARE AVAILABLE!  https://divorcebeyond.com/Sponsorship-Info ******************************************************************* MEET OUR CREATOR AND HOST: SUSAN GUTHRIE®, ESQ., the creator and host of The Divorce and Beyond® Podcast, is nationally recognized as one of the top family law and divorce mediation attorneys in the country.  Susan is the Vice Chair of the American Bar Association Section of Dispute Resolution and is a sought-after keynote speaker, business and practice consultant, coach and trainer. You can find out more about Susan and her services here:  https://neon.page/susanguthrie Internationally renowned as one of the leading experts in online mediation, Susan created her Learn to Mediate Online® program and has trained more than 25,000 professionals in how to transition their practice online.  Susan recently partnered with legal and mediation legend, Forrest "Woody" Mosten to create the Mosten Guthrie Academy which provides gold-standard, fully online training for mediation and collaborative professionals at all stages of their careers.   Follow Susan Guthrie and THE DIVORCE AND BEYOND PODCAST on social media for updates and inside tips and information: Susan on LinkedIn: https://www.linkedin.com/in/susaneguthrie/ Susan on Instagram @susanguthrieesq ********************************************************************* We'd really appreciate it if you would give us a 5 Star Rating and tell us what you like about the show in a review - your feedback really matters to us!  You can get in touch with Susan at divorceandbeyondpod@gmail.com.  Don't forget to visit the webpage www.divorceandbeyondpod.com and sign up for the free NEWSLETTER to receive a special welcome video from Susan and more!! ********************************************************************* DISCLAIMER:  THE COMMENTARY AND OPINIONS AVAILABLE ON THIS PODCAST ARE FOR INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY AND NOT FOR THE PURPOSE OF PROVIDING LEGAL ADVICE.  YOU SHOULD CONTACT AN ATTORNEY IN YOUR STATE TO OBTAIN LEGAL ADVICE WITH RESPECT TO ANY PARTICULAR ISSUE OR PROBLEM.

Brett Swarts is considered one of the most well-rounded Capital Gains Tax Deferral Experts and informative speakers in the U.S. He is the Founder of Capital Gains Tax Solutions, is an exclusive Deferred Sales Trust Trustee, host of the Capital Gains Tax Solutions podcast and an eXp Commercial Multifamily Broker in Sacramento,CA. His Millionaire Clients are challenged to create and develop a tax-deferred transformational exit wealth plan using The Deferred Sales Trust™ (“DST”) so they can create and preserve more wealth. Brett is the host of the Capital Gains Tax Solutions podcast. Each year, he equips hundreds of Millionaires to break out of capital gains tax jail. He also equips business professionals with the DST tool to help their high net worth clients break out too. His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 1031 exchanges and $400,000,000 in closed commercial real estate brokerage and Deferred Sales Trust transactions. He's an active commercial real estate broker and investor with brokerage experience and ownership in multifamily, senior housing, retail, medical office, and mixed-use properties. He is a licensed California Real Estate Broker who has held series 22 and 63 licenses. Mr. Swarts is passionate about educating high net worth individuals in capital gains tax deferral with a Deferred Sales Trust, how to divest from a business, cryptocurrency, highly appreciated stock, primary residence or investment real estate to gain freedom from feeling hostage to capital gains tax or a 1031 exchange, then invest back into a new business venture or investment real estate at any time [all capital gains tax deferred] which he calls optimal timing. Brett was formerly an associate at one of the largest CRE Brokerage firms in the country (Marcus & Millichap), is also a Multifamily Broker with eXp Commercial. Brett lives in Sacramento, California, with his wife, Melanie and their 5 children. https://capitalgainstaxsolutions.com/ https://www.linkedin.com/in/brett-swarts/ The CRE SharkEye Show https://www.youtube.com/c/YishaiBreslauer The best 6 secrets of commercial real estate download free The CRE Crash Course - Everything you need in order to get the Must Have Skills for Commercial Real Estate, in only 2 weeks

Rob is the President of Pelorus Equity Group and Co-Manager of the Pelorus Fund (a cannabis-use CRE mortgage REIT) with more than twenty years of experience in the real estate finance industry. Since the formation of Pelorus in 2010, he has raised more than $500,000,000 in secured real estate transactions. Rob's primary role at Pelorus Equity Group is developing strategic alliances with private and institutional investors, forming equity partnerships, and coordinating the company's growth into new markets. Today Pelorus funds millions a month primarily using the Pelorus Fund or syndications with family offices and other various debt and equity partnerships. Rob earned a BA from San Diego State University. Licenses include California Real Estate Broker's License, NMLS License, and designated expert witness as an asset-based lender. He is also the CEO of JRS Capital USA, Inc., a real estate and technology investment firm based out of Newport Beach, California. Currently a member of Gen Next and a donor to the Gen Next Foundation. Rob is married and has a son.

The Investor Relations Real Estate Podcast Episode 106 - Investing Using A Self-Directed Solo 401KHost: Jonny Cattani Guest: Dmitriy FomichenkoProducer: April MunsonJonny Cattani is joined by Dmitriy Fomichenko to discuss:Investing using a self-directed Solo 401k Dmitriy is the founder and president of Sense Financial Services LLC, a boutique financial firm specializing in self-directed retirement accounts with checkbook control. He began his career in financial planning and real estate investing in 2000. He owns multiple investment properties in various states and is a licensed California Real Estate Broker. Over the years, he has taught hundreds of investment and financial planning seminars and has mentored thousands of investors.Connect with Dmitriy!Website:https://www.sensefinancial.com/Facebook:https://www.facebook.com/dfomichenkoLinkedin:https://www.linkedin.com/in/dfomichenko/Bigger Pockets:https://www.biggerpockets.com/users/sensefinancial    Connect with Jonny!Cattani Capital Group: https://cattanicapitalgroup.com/Invest with us: invest@cattanicapitalgroup.comLinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/Jonny's Instagram: https://www.instagram.com/jonnycattani/IRR Podcast Instagram: https://www.instagram.com/theirrpodcast/TikTok:https://www.tiktok.com/@jonnycattani?lang=enYouTube: https://www.youtube.com/channel/UCljEz4pq_paQ9keABhJzt0AFacebook: https://www.facebook.com/jonathan.cattani.1

Richard Hall is the founder of BottomLine Lawyers, PC. He has a unique breadth of experience which has enabled him to meld technology, sophisticated legal analysis, “outside the box” strategies and a collaborative style to create innovative solutions with his clients. Richard attended law school at the University of La Verne and was admitted to the California Bar in 1988 and the Federal Bar in 1989. Many lawyers come to the law without any practical business experience, and few come with significant management experience. Through serendipity rather than design, Richard is an exception. His prior business experience afforded him a fast track to complex civil trials and the opportunity to work closely with business clients. Richard is also a licensed California Real Estate Broker and has performed feasibility analysis of investment projects, including historic preservation district qualified buildings.  Richard performs pro bono services for several Northern California judicial districts, is a Past President of the Auburn Chamber of Commerce, former Board member of the Downtown Business Association, and member of: Rotary Club of Auburn, Placer County Bar Association, Sacramento Valley Bankruptcy Forum, National Association of Consumer Bankruptcy Attorneys (NACBA) and American Bankruptcy Institute (ABI). He has also served as California Director for a nationwide bar review and as a lecturer focused on Professional Responsibility. Before attending law school Richard was an executive in the photographic and real estate industries and he conducted performance and budget analysis for the US Government's Amraam missile project. Richard has also served his country and is a veteran of the United States Air Force. What you will learn in this episode: How fear and overwhelm tend to affect small business owners at a higher rate  Encouragement and advice for type-A personalities that struggle with perfectionism  How the elephants of fear and overwhelm grow when they are not addressed The necessity of earning trust before helping someone address their own elephants Why Richard has adopted the term “Action kills fear” and how it has helps him stop feeding this elephant Some practical ways you can declutter your mind and prioritize your tasks Resources: Website: http://www.bottomlinelawyers.com/ (www.bottomlinelawyers.com) Twitter: @bottomlinelaw   https://twitter.com/bottomlinelaw (https://twitter.com/bottomlinelaw) Facebook: https://www.facebook.com/BottomLineLawyers/ (https://www.facebook.com/BottomLineLawyers/) Instagram: https://www.instagram.com/bottomlinelawyerspc/ (https://www.instagram.com/bottomlinelawyerspc/) https://www.amazon.com/Change-Die-Three-Keys-Work/dp/0061373672 (Change or Die by Alan Deutschman (recommended reading from this episode)) This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Welcome back to the Passive Mobile Home Park Investing Podcast, hosted by Andrew Keel. On this episode of the Passive Mobile Home Park Investing Podcast, Andrew talks with Andy Tallone from CCI Investments. Andy and Andrew discuss several topics related to passive mobile home park investing. Andy talks about what he thinks the perfect Mobile home park looks like, also why he likes tenant-owned homes over park-owned homes and how inflation will impact the real estate industry and mobile home parks specifically. Andy is currently the Vice President of CCI Investments, LLC. He is a licensed California Real Estate Broker and a Broker-Associate with CCI Investments. Andy started in residential real estate at the age of 22 and gained experience in real estate auctions soon thereafter. Andy got his Brokers License in 1991 and opened Sierra Pacific Properties in San Jose, CA doing residential real estate, land deals and real estate development. From there, he moved on to Dutra Realty, who at the time was the largest independent real estate firm in Alameda County. CCI Investments currently manages over 50 Mobile home parks and has turned around over 300 Mobile home parks. Andrew Keel is the owner of Keel Team, LLC, a Top 100 Owner of Manufactured Housing Communities with over 2,000 lots under management. His team currently manages over 30 manufactured housing communities across more than ten states. His expertise is in turning around under-managed manufactured housing communities by utilizing proven systems to maximize the occupancy while reducing operating costs. He specializes in bringing in homes to fill vacant lots, implementing utility bill back programs, and improving overall management and operating efficiencies, all of which significantly boost the asset value and net operating income of the communities. Andrew has been featured on some of the Top Podcasts in the manufactured housing space, click here to listen to his most recent interviews: https://www.keelteam.com/podcast-links. In order to successfully implement his management strategy Andrew's team usually moves on location during the first several months of ownership. Find out more about Andrew's story at AndrewKeel.com. Talking Points: 00:21 - Welcome to the Passive Mobile Home Park Investing Podcast 01:25 - Andy's background and journey into real estate 03:50 - Andy and Robert's current parks and their clients' parks

Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 70 opportunities across more than $1 Billion worth of real estate and business assets. In this episode, we talk with Jeremy Roll, Founder and President of Roll Investment Group, Jeremy manages a group of over 1,000 investors who seek passive/managed cash-flowing investments in real estate and businesses. Jeremy is also the co-Founder of For Investors By Investors (FIBI). This non-profit organization was launched in 2007 to facilitate networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California, with over 27,000 members. Jeremy has an MBA from The Wharton School, is a licensed California Real Estate Broker (for investing purposes only), and is an Advisor for Realty Mogul, the US's largest real estate crowdfunding website. Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size. Jeremy talks with us about why he started investing in passive cashflow opportunities and the difference in real estate syndication now versus when he first started. He shares how he manages his investments, the importance of diversifying your investments, and the pros/cons of passive investing. Watch this episode with the incredibly knowledgable Jeremy Roll and learn how you can achieve success in your investing career! ----------------------------------------------------------------------------------------------------------------------- I learned at a young age that people do not really care about you. They only care about what you can do for them. Then I thought, how could I leverage that into helping me build a career. I said early on when I started selling real estate that I wanted to be where everyone came for information, and I would sell real estate along the way. Well, so far, that has worked out really well. As I close in on 1 billion in real estate sold, I am proud to announce that I am just getting started. We are excited to roll forward to next year and the next and the next by providing the value people look for, by giving them information and helping them out when they need it, and selling a little real estate along the way. Let's learn together. Yes, together, I want to learn from you as well.

Brett Swarts is the Founder of Capital Gains Tax Solutions. He is a licensed California Real Estate Broker who holds series 22 and 63 licenses and Host of 2 Podcast, Capital Gains Tax Solutions Podcast and Expert CRE Secrets Podcast. Each year, he equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations. His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 1031 exchanges and $88,000,000 in closed commercial real estate brokerage transactions. He's an active commercial real estate broker and investor with brokerage experience and ownership in multifamily, senior housing, retail, medical office, and mixed-use properties. Get in touch with Brett: www.capitalgainstaxsolutions.com If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/  Artist: http://audionautix.com/ 

Today we have Austin Smith on the show. As a California Real Estate Broker, Austin has worked in commercial and residential real estate since 2005. He holds a Master of Urban and Regional Planning from San Jose State University. Austin’s work has ranged from designing master planned communities to managing tenant improvement initiatives to developing transformative commercial developments such as 17th Place Townhomes and Cafe Smitten. Books: Missing Middle Housing: Thinking Big and Building Small to Respond to Today’s Housing Crisis by Daniel Parolek Links Sage Equities Website Eastchester Living Site

Brett Swarts is considered one of the most well-rounded Capital Gains Tax Deferral Experts and informative speakers in the U.S. He is the Founder of Capital Gains Tax Solutions, is an exclusive Deferred Sales Trust Trustee, host of the Capital Gains Tax Solutions podcast and an eXp Commercial Multifamily Broker in Sacramento, CA. His strategic alliances and clients are challenged to create and develop a tax-deferred transformational exit wealth plan using The Deferred Sales Trust (“DST”) so they can create and preserve more wealth or help their clients do the same. Brett is the host of the Capital Gains Tax Solutions podcast. Each year, he equips hundreds of high net worth business professionals with the DST tool to help their high net worth clients break out of capital gains tax jail. Mr. Swarts is passionate about educating high net worth individuals in capital gains tax deferral with a Deferred Sales Trust, how to divest from a business, cryptocurrency, highly appreciated stock, primary residence or investment real estate to gain freedom from feeling hostage to capital gains tax or a 1031 exchange, then invest back into a new business venture or investment real estate at any time [all capital gains tax deferred] which he calls optimal timing. His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 1031 exchanges and $350,000,000 in closed commercial real estate brokerage and Deferred Sales Trust transactions. He's an active commercial real estate broker and investor with brokerage experience and ownership in multifamily, senior housing, retail, medical office, and mixed-use properties. He is a licensed California Real Estate Broker who has held series 22 and 63 licenses. Brett was formerly an associate at one of the largest CRE Brokerage firms in the country (Marcus & Millichap), is now a Sacramento Multifamily Broker with eXp Commercial. Brett lives in Roseville California, with his wife, Melanie and their 5 children. ~~~~~ A Crypto Gaming Institute Production. Website: https://CryptoGaming.Institute Twitter: https://twitter.com/CryptoGamingI Discord: https://discord.gg/VKMVr8nSJt Podcast: https://cryptogaming.institute/podcast YouTube: https://www.youtube.com/ben-gothard?sub_confirmation=1 YouTube Membership: https://www.youtube.com/c/BenGothard/join NFT Collection: https://opensea.io/CryptoGamingInstitute Podcast Support: https://anchor.fm/crypto-gaming-institute/support CGI Social Token: https://bitclout.com/u/CryptoGamingInstitute

Juan is a licensed California Real Estate Broker that has acquired his Certified Commercial Investment Member (CCIM) designation. CCIM's are recognized experts in brokerage, valuation, and investment analysis. Juan specializes in selling multifamily apartment units as well as residential properties. He prides himself on locating value-added properties that maximize the client's investment yields. Juan is a detail-oriented entrepreneur.Today he handles everything from finding, funding, designing, managing, and selling investment properties. His diverse experience in commercial and multifamily real estate allows him to develop and navigate a wide range of projects.In our conversation, we discussed:The four Plex and its 30-year financingThe misconception on Cash FlowBiggest frustration on capital gains tax deferralPotential changes in the tax codeConnect with Juan Huizar:https://www.expertcresecrets.com/episode59Love the show? Subscribe, rate, review, and share!Here's How »Join the Expert CRE Community today:expertCREsecrets.comeXpert CRE Secrets FacebookeXpert CRE Secrets Youtube

Jesse Zagorsky –Agency for Agents Episode 016 Jesse Zagorsky Live. Love. San Diego Homes is co-owned by Jesse Zagorsky, a licensed California Real Estate Broker. He has been active in San Diego Real Estate for 10+ years, and has sold over 500 homes. Jesse's passion for Real Estate includes helping his clients find the perfect home, helping investors analyze possible returns, and Sellers maximize their sales price through tested techniques. With a background in Marketing, Jesse loves creating a total marketing experience for each of ZTeam's listings Listen to this adjective interesting Agency For Agents episode with Jesse Zagorsky about Live. Love. San Diego Homes! Here is what to expect on this week's show: Jesses many different career roles in real estate, starting from the ground up over his 18-year tenure in the field. Jesse's theory that “the way you feel is more important than what you do.” And what he means by this.  Jesse's belief that the best way to recruit someone, is to make them feel what it's like to work at your company, before they make the switch! Connect with Jesse: Links: Website- https://www.livelovesandiegohomes.com/team/jesse-zagorsky-licensed-real-estate-agent LinkedIn- https://www.linkedin.com/in/jesse-zagorsky-5b13967/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Title: Building Streams of Passive Income One Step at a Time with Dmitriy Fomichenko   Dmitriy is the founder and president of Sense Financial, a boutique financial firm specializing in self-directed retirement accounts with checkbook control. He began his career in financial planning and real estate investing in 2000. He owns interest in several large multi-family properties in various states, as a private lender and is a licensed California Real Estate Broker. Over the years, he has taught hundreds of investment and financial planning seminars and has mentored thousands of investors.   Let's tune in to his story! [00:01 - 05:58] Opening Segment Let's welcome my guest for today's show, Dmitriy Fomichenko What drew Dmitriy in the space and how he got in   [05:59 - 27:46] Reach your goals one step at a time Dmitriy shares to us about his Passive Income portfolio The steps Dmitriy did How to build a Passive Income portfolio Basics of Solo 401K's Why should business owners prefer Solo 401K How do you invest in Real Estate Syndications with Solo 401K?   [27:47 - 36:14] Closing Segment  How Dmitriy feels about Passive Investing compared to Active investing Goal: to be on the right side of the cashflow quadrant Final Words Connect with my guest, Dmitriy, in the links below Tweetable Quotes   “I'm just excited and dreaming to teach others about investment.” - Dmitriy Fomichenko   "I no longer speculate, I invest.” - Dmitriy Fomichenko   "I think that should be everyone's goal: to become a passive investor.” - Dmitriy Fomichenko ------------------------------------------------------------------------   Reach out and connect to my guest, Dmitriy, through email dmitriy@sensefinancial.com   Follow his Facebook, LinkedIn, and BiggerPockets profiles, and don't forget to check out their website, https://www.sensefinancial.com/ WANT TO LEARN MORE?   Connect with me through LinkedIn   Or send me an email sujata@luxe-cap.com   Visit my website www.luxe-cap.com or my YouTube channel   Thanks for tuning in!     If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

It is our honor to have Mr. Jeremy Roll on the Elevate Your Equity podcast! Jeremy's experience in seeking out alternative investments is peer-to-none. Jeremy Roll started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash-flowing investments in real estate and businesses. Jeremy is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 with the goal of facilitating networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School, is a licensed California Real Estate Broker (for investing purposes only), and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size.Learn more about Jeremy and his business by connecting with him on LinkedIn https://www.linkedin.com/in/jeremy-roll-655107. You can send him an email and ask him investing questions at jroll@rollinvestments.com.What book has had the biggest impact on you and why?Cashflow Quadrant by Robert KiyosakiIf people wanted to be JUST like you, what is the first actionable thing they could do to follow in your footsteps? Start learning one asset class first that you relate to best and learn as much as possible.What small thing/s do most people not know about you?I'm a Canadian citizen, spent half of my life in the US and half in Canada.How do you like to unwind and restore your own creative juices? Driving at night when the roads are not busy.Favorite vacation spot?Cabo, Mexico If you really enjoyed this content and are looking for more, you can continue to learn more about us in several different places for free!on our website for blogs & other podcast interviews! elevateequity.orgour YouTube channel! youtube.com/channel/derekcliffordour book/audiobook! amazon.com/dp/ebookIf you'd like to have a FREE copy of our 7 Ways Commercial Real Estate Syndications Protect and Build Wealth, simply click the link below. We are here and vested in your long-term success! elevateequity.org/7waysEbook

Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 70 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,000 investors who seek passive/managed cash-flowing investments in real estate and businesses. Jeremy is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 with the goal of facilitating networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 27,000 members. Jeremy has an MBA from The Wharton School, is a licensed California Real Estate Broker (for investing purposes only), and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US.   [00:01 - 06:17] Opening Segment Let's welcome back Jeremy! Get to know Jeremy RollBio A really really corporate track prior to passive cash flow What's Jeremy been up to?   [06:18 - 11:00] Living on Passive Cash Flow Retired before the great recessionA very interesting time Is the next great recession coming?Identifying the short and long term stimuli How the government postponed the next great recession   [11:01 - 25:12] Why the Money Printing is Concerning  What does staying on the sidelines mean? Five to Eight multifamily investments in the past year The Supply and Demand Balance is at a Whack! What it's like as an ATM investor The Best Time to Start a Business The Dollar Crisis versus Money PrintingAchieving Maximum GDP The Last Normal Cycle  What we ALL have to do   [25:13 - 34:09] Closing Segment Quick break for our sponsorsGroundfloor offers short-term, high-yield real estate debt investments to the general public. Check www.passivewealthstrategy.com/groundfloor/ to get started. What is the best investment you've ever made other than your education?Startup Jeremy's worst investmentStartups that went to zero What is the most important lesson that you've learned in business and investing?“Focus on who you're making a bet on.” Connect with my guest. See the links below.   Tweetable Quotes: “There are always opportunities out there, you always need to continue to look, there's always unique situations that can still make sense.” - Jeremy Roll “Some of the most opportunistic time to start a company is during a downturn.” - Jeremy Roll “I'm very concerned.  This is our last very predictable cycle where I can wake up in any given year, and we're going to have positive GDP growth.” - Jeremy Roll ------------ Connect with Jeremy Roll through jroll@rollinvestments.com and LinkedIn.   Invest passively in multiple commercial real estate assets such as apartments, self storage, medical facilities, hotels and more through https://www.passivewealthstrategy.com/crowdstreet/ Participate directly in real estate investment loans on a fractional basis. Go to www.passivewealthstrategy.com/groundfloor/ and get ready to invest on your own terms.  LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request Conservative Passive Real Estate Investing in an Unpredictable Market with Jeremy Roll Jeremy Roll started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash flowing investments in real estate and businesses. Jeremy is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 with the goal of facilitating networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School, is a licensed California Real Estate Broker (for investing purposes only), and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size. Today, Jeremy will share his strategies for conservative passive real estate investing in an unpredictable market! Anton and Jeremy will discuss: Predictable cash flow Look at other markets generating better cash on cash returns Investing in various alternative assets Set cash flow target depending on where the cycle is at Unique opportunities such as tax-credit/tax abatement deals Unpredictability of where the cycle turns Hospitality challenges Major concern: Low GDP growth due to debt overhang Shadowstats.com - Excellent site that discusses real vs. published inflation Anton Mattli CEO of PEAK Financing anton@peakfinancing.com https://peakfinancing.com/ Jeremy Roll Founder and President of Roll Investment Group Co-Founder of For Investors By Investors (FIBI) Advisor for Realty Mogul jroll@rollinvestments.com Peak Financing Facebook Page - Like to receive episode updates and more! Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured! Peak Financing Official Website - Peak Market Watch Episodes Follow PEAK Financing FB: https://www.facebook.com/peakfinancing/ Twitter: http://www.twitter.com/peak_financing LinkedIn: https://www.linkedin.com/company/peak-financing/ Instagram: https://www.instagram.com/peakfinancing/

Jeremy Roll started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 70 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,000 investors who seek passive/managed cash-flowing investments in real estate and businesses. Jeremy is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 with the goal of facilitating networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 27,000 members. Jeremy has an MBA from The Wharton School, is a licensed California Real Estate Broker (for investing purposes only), and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size.Connect with Jeremyjroll@rollinvestments.comLinkedIn – Jeremy RollGarzella GroupFor today's show notes, including audio and links to all the resources mentioned, visit www.aptcapitalgroup.com/podcasts.To get access to our free Passive Investors Guide and monthly newsletters sign up at www.aptcapitalgroup.com.To find out more about partnering or investing in a multifamily deal email info@aptcapitalgroup.com.Local to Southern California? Attend our monthly meetup focused on Multifamily Apartment investing. View our schedule at www.aptcapitalgroup.com/events.Join our Facebook Group - Passive Income through Multifamily Real EstateHave a question you would like answered on the show? Email us at info@aptcapitalgroup.com.

Juan is a licensed California Real Estate Broker that has acquired his Certified Commercial Investment Member (CCIM) designation. CCIM's are recognized experts in brokerage, valuation, and investment analysis. Juan specializes in selling multifamily apartment units as well as residential properties. He prides himself on locating value-added properties that maximize the client's investment yields. Juan is a detail-oriented entrepreneur.Today he handles everything from finding, funding, designing, managing, and selling investment properties. His diverse experience in commercial and multifamily real estate allows him to develop and navigate a wide range of projects.In our conversation, we discussed:The four Plex and its 30-year financingThe misconception on Cash FlowBiggest frustration on capital gains tax deferralPotential changes in the tax codeConnect with Juan Huizar:https://capitalgainstaxsolutions.com/from-working-the-fields-to-working-the-deals-with-juan-huizar/Love the show? Subscribe, rate, review, and share!Here's How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Brett Swarts is considered one of the most well-rounded Capital Gains Tax Deferral Experts and informative speakers in the U.S. He is the Founder of Capital Gains Tax Solutions, is an exclusive Deferred Sales Trust Trustee, host of the Capital Gains Tax Solutions podcast and an eXp Commercial Multifamily Broker in Sacramento,CA.His strategic alliances and clients are challenged to create and develop a tax-deferred transformational exit wealth plan using The Deferred Sales Trust™ (“DST”) so they can create and preserve more wealth or help their clients do the same. Brett is the host of the Capital Gains Tax Solutions podcast. Each year, he equips hundreds of business professionals with the DST tool to help their high net worth clients break out of capital gains tax jail.Mr. Swarts is passionate about educating high net worth individuals in capital gains tax deferral with a Deferred Sales Trust, how to divest from a business, cryptocurrency, highly appreciated stock, primary residence or investment real estate to gain freedom from feeling hostage to capital gains tax or a 1031 exchange, then invest back into a new business venture or investment real estate at any time [all capital gains tax deferred] which he calls optimal timing.His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 1031 exchanges and $300,000,000 in closed commercial real estate brokerage and Deferred Sales Trust transactions. He's an active commercial real estate broker and investor with brokerage experience and ownership in multifamily, senior housing, retail, medical office, and mixed-use properties. He is a licensed California Real Estate Broker who has held series 22 and 63 licenses.Brett was formerly an associate at one of the largest CRE Brokerage firms in the country (Marcus & Millichap), is now a Sacramento Multifamily Broker with eXp Commercial. Brett lives in Roseville California, with his wife, Melanie and their 5 children.

Jeremy Roll has become one of the most successful figure in the world of real estate, with Roll Investment Group and FIBI or For Investors By Investors as him the founder and president, we are pretty much sure there is something you will learn from this amazingly successful guy! Join John Brackett as he let Jeremy grace today's episode talking about investment opportunities, vetting sponsors, criteria in targeting good deals as well as the current situation of real estate market amidst this pandemic. Episode Highlights: Learn how FIFA (For Investors By Investors) can assist you Jeremy talks about why he has chosen multi family market How Covid is changing the real estate landscape Top qualities that Jeremy sees in the most successful real estate investors Learn the art of under promising but over delivering Criteria in targeting great deals The importance of always being open minded How to vet out quality sponsors The importance of adapting to the digital world Acknowledging that communication is key!   Connect: Email LinkedIn About Our Guest: Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash flowing investments in real estate and businesses. Jeremy is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 with the goal of facilitating networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School, is a licensed California Real Estate Broker (for investing purposes only), and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size.   ---   Did you enjoy today's episode? Please click here to leave a review for The We Build Great Apartment Communities. Be sure to subscribe on your favorite podcast app to get notified when a new episode comes out! Do you know someone who might enjoy this episode? Share this episode to inspire and empower! Connect with John Brackett and We Build Great Apartment Communities Instagram @webuildgreatcommunities Facebook @buildingreatcommunities LinkedIn @brackettjohn Website www.fidelitybps.com Subscribe to The We Build Great Apartment Communities Apple Podcasts Spotify Google Podcasts Do you think you would be a great fit for the show? Apply to be a guest by clicking . Fidelity Business Partners, Inc. 6965 El Camino Real Suite 105-190 Carlsbad, CA 92009 D: 760-301-5311 F: 760-987-6065

Pelorus Equity Group and Pelorus Fund Co-Founder and President Rob SechristRob is a co-founder and president of Pelorus Equity Group (“Pelorus”), the leading provider of value-add bridge commercial real estate loans to cannabis businesses and owners with cannabis-related real estate and Pelorus Fund, a private mortgage real estate investment trust (“mREIT”).Rob brings nearly 20 years of experience in the real estate finance industry. Since the formation of Pelorus in 2010, he has raised more than $200MM in secured real estate transactions. Rob's primary role at Pelorus is the development of strategic alliances with both private and institutional investors, formation of equity partnerships, coordinating the company's growth into new markets and as an underwriter of transactions. Rob also oversees the direction of the marketing programs to borrowers, brokers and investors. Today, Pelorus raises several million a month through the company's investors and equity partnerships. Prior to joining the real estate industry, Rob was the founder and CEO of an international action sports manufacturing company. He has also managed medical product sales in Southern California as well as trained the sales reps nationally for an orthopedic manufacturer.Rob earned a BA from San Diego State University. Licenses include California Real Estate Broker's License, NMLS License and designated expert witness as an asset based lender. He is also the CEO of JRS Capital USA, Inc., a real estate consulting firm based out of Newport Beach, California. Currently a member of Gen Next and a donor to the Gen Next Foundation. Rob is married and has a son.

After buying his first property 20 years ago and working full time for a real estate investing firm, Dmitriy Fomichenko started Sense Financial to help people gain control of their retirement savings. Today, Dmitriy is telling us about the Solo 401K for small business owners, how his business dramatically shifted when he introduced them, and why he thinks they're a no-brainer when compared to traditional retirement savings strategies.    Dmitriy Fomichenko Real Estate Background: Founder and president of Sense Financial, a boutique financial firm specializing in self-directed retirement accounts with checkbook control Passive investor, owns interest in multiple MF & self-storage syndications, a private lender and is a licensed California Real Estate Broker.  Based in Orange County, CA Say hi to him at: SenseFinancial.com   Click here to know more about our sponsors: ThinkMultifamily.com/coaching | Rentify | Deal Maker Mentoring

The Syndication Show - SEC Attorney 2021 Update with Special guest: Nic McGrue Nicholas McGrue started Polymath Legal as an answer to a lifelong question: how can I be of service to others? Born and raised in Tacoma, Washington, Nic attended the University of Washington-Seattle, where he earned a bachelor's degree in American Ethnic Studies. Nic is licensed to practice law in California and Washington and holds a California Real Estate Broker's License. https://polymathlegal.com/ Invest NOW with Vinney, Learn NOW from Vinney! Book your FREE Strategy Call NOW! Go to this link: https://calendly.com/jonroosen/ Check out Mr. Vinney Smile Chopra at: https://vinneychopra.com/ Invest Passively in Senior Housing: https://seniorlivinginvesting.co/ Contact Me Here For more info: https://vinneychopra.com/contact-vinney/  vinney@vinneychopra.com

Title: Predictable Cash Flow with Jeremy Roll   Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash flowing investments in real estate and businesses. Jeremy is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 with the goal of facilitating networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School, is a licensed California Real Estate Broker (for investing purposes only), and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US.   Let's tune in to his story!   [00:01 - 04:29] Opening Segment   Get to know my guest Jeremy Roll Jeremy shares how he found the best investment for him  Taking the risk and leaving his corporate career   [05:44 - 11:20] Passionate Passive Investing   Full-Time Passive Investing Jeremy talks about why he chose full-time passive investing Jeremy shares why he is passionate about passive investing A responsibility to help the next generation Minimizing everything else and helping people   [11:21 - 24:06] Predictable Cash Flow   Real estate versus the stock market Predictability, cash flow, and maximizing everything Cash flow metric for success The Dangers of Quick Compounding Return How to Manage Over 60 Assets Simultaneously Finding deals through networking Missing other deals by just focusing on 506c How to Start Networking Jeremy's investment philosophy   [24:07 - 25:51] Closing Segment   Final words Connect with my guest, Jeremy in the links below   Resources Mentioned Meetup.com   Tweetable Quotes   “A lot of stuff I invest in ends up [going] towards money that is helping people.” - Jeremy Roll   “You just never know when to find a deal and it takes a lot of work… Networking has always been the number one way for me.” - Jeremy Roll   “I give up control in place of diversification.” - Jeremy Roll   ------------------------------------------------------------------------ Reach Jeremy through jroll@rollinvestments.com and LinkedIn WANT TO LEARN MORE?   Connect with me through LinkedIn   Or send me an email sujata@luxe-cap.com    Visit my website www.luxe-cap.com or my Youtube channel Thanks for tuning in!     If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!  

#67 In is this week episode I interviewed TJ Kosen founder of Sherlock Houses. Sherlock Houses is a family run business that believes in providing Outstanding Customer Service and Community Outreach. TJ and his wife Sarah   live in Dallas TX and have collectively been in Real Estate for over 15 years.  They have bought hundreds of units across 4 states.  They not only love Real Estate – in general – but they are passionate about helping people with their real estate needs.  As active members in their local community and church, Sara. and TJ.Experienced in all aspects of real estate from acquisition through renovation, management and sales. They have owned and managed renovation projects from 1 unit to over 100 units.They source, purchase, renovate, wholesale and sell investment real estate in the DFW area. In addition we help investors meet their acquisitions, cash flow, renovation and sales goals through sourcing off market and on MLS properties.Licensed: Texas Real Estate agent; California Real Estate Broker; California General Contractor.You can contact them at:  Follow TJ on Social Media:

When searching for investment opportunities, oftentimes you will encounter the phrase ''accredited investors only''. But do you actually know what that means? Dive into this episode with Nic McGrue to find out the documentation required to become an accredited investor, and get great tips to check on your issuer's legal background.WHAT YOU'LL LEARN FROM THIS EPISODEWhat is an accredited investor?How does being an accredited investor impact one's ability to invest?Benefits of being an accredited investorThe legal matters the passive investor must be aware ofDeal points for the novice and aspirant investorThe importance of getting to know your issuerHow to verify the accredited status of your investorRESOURCE/LINK MENTIONEDSEC Program called EdgarABOUT NIC MCGRUENic McGrue is a real estate and securities attorney who assists clients in navigating complex securities regulations as they raise capital for their projects.  He is also a tenured professor of law, teaching law and real estate classes at the graduate and undergraduate levels. Nic is licensed to practice law in California and Washington and holds a California Real Estate Broker's License.CONNECT WITH NICWebsite: www.polymathlegal.comCONNECT WITH USWebsite: www.multifamilyinvestorladies.comFacebook: Multifamily Investor Ladies Instagram: Multifamily Investor Ladies

The Pelorus Fund is an investment vehicle that makes real estate loans on commercial properties with cannabis-related business operators as tenants. The Fund, secured by 1st lien real estate loans, has a target yield of 15% with monthly distributions. All of The Pelorus Fund investments are conservatively underwritten and vigorously vetted. Summary: *Top level on cannabis-use real estate bridge lending / associated difficulties/high costs *What to know about acquisition and build-out of cannabis-use properties *Private vs. FDIC insured banks and credit unions *How Pelorus adds value and why borrowers choose to work with them *Where Rob sees the market in 3-5 years *Political landscape of cannabis and what it means Fund Highlights: *Equity-like returns on secured debt. *Target IRR: 15% *23.77% Annualized IRR for December 2020 *$82M Portfolio of 25 senior secured notes *Secured Commercial Real Estate Loans focused on Borrowers with Medically Licensed Cannabis Company Tenants. *The Pelorus Fund is a Private Mortgage REIT qualifying for a 20% Federal Tax Deduction on Interest Income. *Distributions made monthly. Rob's Bio: Rob is the co-founding President of Pelorus Equity Group and has more than 18 years of experience in the real estate finance industry. Since the formation of Pelorus in 2010, he has raised more than $175,000,000 in secured real estate transactions. Rob's primary role at Pelorus Equity Group is the development of strategic alliances with both private and institutional investors, formation of equity partnerships, coordinating the company's growth into new markets and as an underwriter of transactions. Rob also oversees the direction of the marketing programs to borrowers, brokers and investors. Today, Pelorus raises several million a month through the company's investors and equity partnerships. Prior to joining the real estate industry, Rob was the founder and CEO of an international action sports manufacturing company. He has also managed medical product sales in Southern California as well as trained the sales reps nationally for an orthopedic manufacturer. Rob earned a BA from San Diego State University. Licenses include California Real Estate Broker's License, NMLS License and designated expert witness as an asset based lender. He is also the CEO of JRS Capital USA, Inc. a real estate consulting firm based out of Newport Beach, California. Currently a member of Gen Next and a donor to the Gen Next Foundation. Host: Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast. https://www.linkedin.com/in/joshkincaid/ Episode 737 of The Talking Hedge: Your Cannabis Business Podcast. ​Covering cannabis products, reviews, business news, interviews, investments, events, and more. https://www.theTalkingHedgepodcast.com Music Info: Song: Beat | Keep On | 2020 Artist: Milochromatic Beats & Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018 Artist: LuxrayBeats Keywords: Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks, Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers.

The Pelorus Fund is an investment vehicle that makes real estate loans on commercial properties with cannabis-related business operators as tenants. The Fund, secured by 1st lien real estate loans, has a target yield of 15% with monthly distributions. All of The Pelorus Fund investments are conservatively underwritten and vigorously vetted. Summary: *Top level on cannabis-use real estate bridge lending / associated difficulties/high costs *What to know about acquisition and build-out of cannabis-use properties *Private vs. FDIC insured banks and credit unions *How Pelorus adds value and why borrowers choose to work with them *Where Rob sees the market in 3-5 years *Political landscape of cannabis and what it means Fund Highlights: *Equity-like returns on secured debt. *Target IRR: 15% *23.77% Annualized IRR for December 2020 *$82M Portfolio of 25 senior secured notes *Secured Commercial Real Estate Loans focused on Borrowers with Medically Licensed Cannabis Company Tenants. *The Pelorus Fund is a Private Mortgage REIT qualifying for a 20% Federal Tax Deduction on Interest Income. *Distributions made monthly. Rob's Bio: Rob is the co-founding President of Pelorus Equity Group and has more than 18 years of experience in the real estate finance industry. Since the formation of Pelorus in 2010, he has raised more than $175,000,000 in secured real estate transactions. Rob's primary role at Pelorus Equity Group is the development of strategic alliances with both private and institutional investors, formation of equity partnerships, coordinating the company's growth into new markets and as an underwriter of transactions. Rob also oversees the direction of the marketing programs to borrowers, brokers and investors. Today, Pelorus raises several million a month through the company's investors and equity partnerships. Prior to joining the real estate industry, Rob was the founder and CEO of an international action sports manufacturing company. He has also managed medical product sales in Southern California as well as trained the sales reps nationally for an orthopedic manufacturer. Rob earned a BA from San Diego State University. Licenses include California Real Estate Broker's License, NMLS License and designated expert witness as an asset based lender. He is also the CEO of JRS Capital USA, Inc. a real estate consulting firm based out of Newport Beach, California. Currently a member of Gen Next and a donor to the Gen Next Foundation. Host: Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast. https://www.linkedin.com/in/joshkincaid/ Episode 737 of The Talking Hedge: Your Cannabis Business Podcast. ​Covering cannabis products, reviews, business news, interviews, investments, events, and more. https://www.theTalkingHedgepodcast.com Music Info: Song: Beat | Keep On | 2020 Artist: Milochromatic Beats & Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018 Artist: LuxrayBeats Keywords: Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks, Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers. --- Support this podcast: https://anchor.fm/talkinghedge/support

The Pelorus Fund is an investment vehicle that makes real estate loans on commercial properties with cannabis-related business operators as tenants. The Fund, secured by 1st lien real estate loans, has a target yield of 15% with monthly distributions. All of The Pelorus Fund investments are conservatively underwritten and vigorously vetted. Summary: *Top level on cannabis-use real estate bridge lending / associated difficulties/high costs *What to know about acquisition and build-out of cannabis-use properties *Private vs. FDIC insured banks and credit unions *How Pelorus adds value and why borrowers choose to work with them *Where Rob sees the market in 3-5 years *Political landscape of cannabis and what it means Fund Highlights: *Equity-like returns on secured debt. *Target IRR: 15% *23.77% Annualized IRR for December 2020 *$82M Portfolio of 25 senior secured notes *Secured Commercial Real Estate Loans focused on Borrowers with Medically Licensed Cannabis Company Tenants. *The Pelorus Fund is a Private Mortgage REIT qualifying for a 20% Federal Tax Deduction on Interest Income. *Distributions made monthly. Rob's Bio: Rob is the co-founding President of Pelorus Equity Group and has more than 18 years of experience in the real estate finance industry. Since the formation of Pelorus in 2010, he has raised more than $175,000,000 in secured real estate transactions. Rob's primary role at Pelorus Equity Group is the development of strategic alliances with both private and institutional investors, formation of equity partnerships, coordinating the company's growth into new markets and as an underwriter of transactions. Rob also oversees the direction of the marketing programs to borrowers, brokers and investors. Today, Pelorus raises several million a month through the company's investors and equity partnerships. Prior to joining the real estate industry, Rob was the founder and CEO of an international action sports manufacturing company. He has also managed medical product sales in Southern California as well as trained the sales reps nationally for an orthopedic manufacturer. Rob earned a BA from San Diego State University. Licenses include California Real Estate Broker's License, NMLS License and designated expert witness as an asset based lender. He is also the CEO of JRS Capital USA, Inc. a real estate consulting firm based out of Newport Beach, California. Currently a member of Gen Next and a donor to the Gen Next Foundation. Host: Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast. https://www.linkedin.com/in/joshkincaid/ Episode 737 of The Talking Hedge: Your Cannabis Business Podcast. ​Covering cannabis products, reviews, business news, interviews, investments, events, and more. https://www.theTalkingHedgepodcast.com Music Info: Song: Beat | Keep On | 2020 Artist: Milochromatic Beats & Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018 Artist: LuxrayBeats Keywords: Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks, Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers.

Rodrigo is Chairman of the Catholic Association of Latino Leaders (C.A.L.L.) and the CEO of DEODATE a real estate consultancy with clients across the US, Asia, Europe, and Central America. Rodrigo is a graduate of the Pepperdine University School of Business & Management and the University of California, Irvine and is a licensed State of California Real Estate Broker. 

"1 of the nicest things about real estate is anybody can manage anyway they want within the confines of being legal." -Wes Hill   Today I am interviewing a very special guest, Wes Hill who is one of the creators of Multi Family Asset Advisors. As a certified Property Manager and California Real Estate Broker, Wes has been involved in over $200 million transactions and is part owner in over 1,000 units in California, Utah, Oregon, and Washington. He has presented at my FIBI Pasadena Multi Family meeting.  Wes Hill: Got started in real estate as a college student working as an onsite handy man where he mowed lawns, painted buildings, and managed bookkeeping. After receiving his BA from the University of San Diego, he moved to Chico, CA and worked at a property management company. In 1994 he and his wife purchased their first multi family property and continued to purchase properties as the years went on. In 2000 he started his own management firm, Hill Properties. Since then he has invested in larger and larger assets in the multi family sector in his own personal portfolio as well as $200 million in real estate transactions.    TOPICS COVERED IN THE EPISODE:   Building a portfolio in multi family investing  How Wes got involved in real estate  Why Wes only invest in multi family  What is a 1031 exchange Why affordable housing will always be in need What are value add properties  How to add value to multi family assets  Triple net deals Why you should invest in something bigger with more people  Paul Moore's Book "The Perfect Investment"  Why and how to hire 3rd party property management  What is the investors perspective  Pushing revenue  Why you should work with someone that has the equity  What are B class properties  Why Wes thinks you should take care of the property management company  Ways to own a percentage of a property  Always add your terms into the legal agreement  The 2008 crash  Seller carry  What is professionalized management and why you need it Listen now on Spotify or Apple iTunes or watch on Youtube to find out how Wes found his Real Estate Breakthrough! The Real Estate Breakthrough Show with Christina Suter is where we talk about the reality of real estate, the mindset you need and the tips and tricks to get you moving forward in investing. Join us every week and learn everything you need to know to invest in real estate education and create real wealth for a lifetime.   Find out more about Wes here:  Website MultiFamilyAssetAdvisors Email wes@multifamilyassetadvisors.com

Jesse Zagorsky -The Lockbox Podcast with Jeffrey Brogger Episode 005 Jesse Zagorsky Listen to the insightful Lockbox episode w/ Jesse Zagorsky about his unique ways of creating real estate business and bringing in his clients.  In this episode, we discuss: His company's referral and lead generated business and his ability to build relationships with clients. How to hold onto these relationships and how to treat potential clients. Handling multiple projects at once.  I hope you will find this episode as exciting and informative as I have. Guest is Jesse Zagorsky. San Diego Homes is co-owned by Jesse, a licensed California Real Estate Broker. He has been active in San Diego Real Estate for 10+ years, and has sold over 500 homes. Jesse's passion for Real Estate includes helping his clients find the perfect home, helping investors analyze possible returns, and Sellers maximize their sales price through tested techniques. With a background in Marketing, Jesse loves creating a total marketing experience for each of ZTeam's listings.  Please let me know your thoughts! Connect with guest Facebook: https://www.facebook.com/jesse.zagorsky Instagram: https://www.instagram.com/jessezagorsky/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Jeremy Roll has been a full-time passive cash flow investor since 2007, and as Founder and President of Roll Investment Group, he currently manages over 1,000 investors seeking opportunities in real estate and business asset investment. He has an MBA from The Wharton School, is a licensed California Real Estate Broker (for investing purposes), and has been an Advisor here at Realty Mogul since we launched in 2012. Jeremy is also one of the co-founders of For Investors By Investors (FIBI), a non-profit organization that allows real estate investors to meet and network with the rule of ‘no sales pitches' as its core foundation. Jeremy is also a sought after speaker at conferences and seminars and enjoys discussing passive cash flow investing, commercial and residential real estate investing, and the economy at events and on podcasts.   Listen, as Jeremy shares his thoughts with Realty Mogul CEO, Jilliene Helman, on the current climate for commercial real estate investors and how he sees the investment landscape over the coming months. He discusses the relationship between the upcoming election and the economy and why it is vital to delve deeper behind the headlines to understand the intricacies of the shape that a downturn is likely to take. Jeremy also gives his predictions on current investment opportunities and responds to a request to advice for anyone coming into the working world with pointers on where in the world of real estate investment they should focus.   “Debt is what really kills people in the downturn.” - Jeremy Roll   This week on The Reality Mogul Podcast: What Jeremy sees in the current economy and how he is staying objective How the lack of a vaccine impacts on the financial situation in the USA How the oil markets impact on CRE investing and debt Whether Jeremy feels that corporate debt is a real threat to the economy Why the stock market looks as strong today as it did in 2019 What Jeremy thinks will happen to Interest rates in the US and his opinion on negative interest rates Jeremy's recommendations on what investors and partners operators and sponsors should do in all asset classes for the next few months Distressed debt and current investment opportunities How to invest for stability and recurring income   Connect with Jeremy Roll: Jeremy Roll on LinkedIn Jeremy Roll on Instagram Jeremy Roll on Twitter   Connect with Reality Mogul: Realty Mogul Website Realty Mogul on LinkedIn Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter        

Brett Swartz is the Founder of Capital Gains Tax Solutions and host of the Capital Gains Tax Solutions podcast. Each year, he equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations.  He is passionate about educating people in Capital Gains Tax Deferral with a Deferred Sales Trust, how to divest from a business or real estate, and gain freedom from feeling hostage to a 1031 exchange, then invest back in to a new business venture or investment real estate at any time, called optimal timing.  His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 1031 exchanges and $88,000,000 in closed commercial real estate brokerage transactions. He's an active commercial real estate broker and investor with brokerage experience and ownership in many types of real estate. He is a licensed California Real Estate Broker. Here are some details in what we discussed in the episode: How Brett got to know what real estate clients need early in his career How he applied this strategy and started coaching others on how to use a Deferred Sales Trust Why a Deferred Sales Trust is the “new way to do things” and how it can help you finance whatever it is you need  How to save on your tax bill at the end of the year I hope you will find this podcast as fascinating as I have. Brett has made waves in financing and teaching about the Deferred Sales Trust. Please let me know your thoughts!   Connect with Brett Swartz Capital Gains Tax Solutions Website Capital Gains Tax Solutions Facebook Page  Brett Swarts Linkedin Linkedin Business page: https://www.linkedin.com/company/19201493/ Capital Gains Tax Solutions BiggerPockets Page  Capital Gains Tax Solutions Youtube Page  Twitter: https://twitter.com/1031option Facebook: https://www.facebook.com/brett.swarts   Instagram: https://www.instagram.com/brett__swarts/  Instagram business page: https://www.instagram.com/deferredsalestrust/ https://www.facebook.com/capitalgainstaxsolutions/ https://www.youtube.com/channel/UCAykQNmIWZ0KARBeVWcQxUA https://www.biggerpockets.com/users/BrettSwarts https://www.instagram.com/deferredsalestrust/ https://www.linkedin.com/in/brett-swarts/ https://twitter.com/1031option www.capitalgainstaxsolutions.com  Connect with Ricardo Matos Website:  https://srsfranchise.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

For this episode, I am thrilled to welcome the President and CEO of McCormick National Holdings, Joe Mendoza. Joe has more than twenty years' experience in the real estate and investment industry and is the host of two successful podcasts and a YouTube show. He has regularly appeared on television news and radio shows for his professional knowledge and insight. Joe is a licensed California Real Estate Broker, an Accredited Investor, a Certified Fund Manager, and also a successful Business Coach. He has a long history of success including thousands of transactions successfully closed and well over $100,000,000 in volume. Joe told us that he came from a working-class background, his dad having been in the navy and his mom working in civil service. He remembers his uncle inviting him to a Robert Allen seminar when he was seventeen years old, which is where the real estate investor's dream for him began. He didn't know exactly what to do to begin so he decided to take what college-level real estate classes he could while still in high school. The market was pretty depressed at this time and Joe decided to go to college to get his four-year degree. Joe attended San Diego State University and became a stockbroker trainee when he graduated. He learned how to cold-call during this period but then the dot com bust occurred and he lost his job. Joe could only find work as a bill collector and worked in this field for four years, but in 1998 he also began working with a real estate agent to learn more about that side of real estate. This led us into a conversation of where we think the housing market is headed. Joe said there were some variables in the last market turndown that are really not applicable now, such as the housing loans that were given and the excess supply of newly built houses. This leads Joe to believe any future downturn of the market will not be as severe as what we saw in 2007-8. He really believes that it depends on which side of the real estate fence you are on as to how difficult things may become, especially due to the pandemic business closures. Joe talked a lot about what he has done in his own businesses to adjust to this interesting time. I knew from my research that Joe spends a lot of time volunteering and so I asked him to describe what he does and how he gives back to others. He said that he has two teenagers and he is very active in their activities. He has been on the board of several non-profit organizations and very involved in his church community. He also spends a lot of time with mentoring and coaching other investors all over the country and also internationally. I say at the end of this interview that Joe just drops gold all over the place, so don't miss this awesome episode of the Just Start Real Estate Podcast! Notable Quotes: “Hey Joe, if you want to be rich, get into real estate!” Joe Mendoza's Uncle “All you need is to have a fire ignited.” Mike Simmons “When the media is telling you to do something so emphatically, it is counter-intuitive to do the opposite, but that is where a lot of money is made.” Mike Simmons “If you own a business and have employees counting on you, it is your responsibility to understand the market and make sure you are poised to be in a good position when things change.” Mike Simmons “I love to give back through coaching and mentorship and see people succeed.” Joe Mendoza “I have some investors that I am coaching now that could pull the plug and be financially free.” Joe Mendoza “Know your numbers. Know your formula.” Joe Mendoza “This is not a solo sport, it is a team sport.” Joe Mendoza “I want to add value. I am a firm believer in pay it forward.” Joe Mendoza “You just dropped a ton of gold all over the place.” Mike Simmons Links: Level Jumping: How I Grew My Business to Over $1 Million in Profits in 12 Months Joe's Website Joe's YouTube Channel Joe on Instagram Joe on Facebook 7 Figure Flipping Return on Investments Just Start Real Estate JSRE on Facebook Mike on Facebook Mike on Instagram Mike on LinkedIn Mike on Twitter

Our guest this week, Jeremy Roll, has built his entire 16-year career around passive investing and has more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,000 investors in the US and Canada who seek passive/managed cash flowing investments in real estate and businesses. Jeremy is originally from Montreal, is a licensed California Real Estate Broker (for investing purposes only), has an MBA from The Wharton School, and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US.We go into why Jeremy became an investor, what he learned along the way, and how you can achieve success in your investing career without hitting those common pitfalls. Jump into this episode and learn what the pros/cons of passive investing are and if it's the right choice for you and your personal situation.  Are you a passive investor and have something to add to this discussion? If so then subscribe and drop a comment below! KEY TAKEAWAYSALWAYS do your due diligence and make sure you really know who you're doing business with.Be careful about projections and assumptions from operators. Sometimes these numbers can be inflated and dressed up to hook investors in. Conversative numbers are more safe and can show you who you're really working with.You can have two properties that are identical but the operator who manages the property better is going to achieve the best return on your investment.Review current mainstream consumer sentiment to give you an idea of what's happening in the market.Think ahead. Is asset X going to be valuable in 10 years? Look at what's going on in terms of the market, technology, and job growth. LINKSJRoll@RollInvestments.comhttps://www.linkedin.com/in/jeremy-roll-655107/ 

What if there's an alternative way that will allow you to sell a property or investment property while continuing to defer your capital gains and your depreciation recapture? That's the topic of this episode's guest, Brett Schwartz, the Founder of Capital Gains Tax Solutions and the host of Capital Gains Tax Solutions podcast. His company aims to help people defer capital gains tax on the sale of their highly appreciated assets, do away with the 1031 exchange, and save time so that they can create and preserve more wealth. Brett's experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 1031 exchanges and $88,000,000 in closed commercial real estate brokerage transactions. He's an active commercial real estate broker and investor with brokerage experience and ownership in multifamily, senior housing, retail, medical office, and mixed-use properties. He is a licensed California Real Estate Broker who holds Series 22 and 63 licenses. He lives in Roseville California, with his wife, Melanie and their 5 children. In our talk, Brett shared his beginnings, how he came up with the transformational wealth plan, how his process works, and how this alternative way of deferring capital gains is entirely legal. Find complete show notes and more information at therichergeek.com/podcast

This week we chat with someone I really admire; Mark C. Crowley. His approach to, and views on, leadership are paradigm-shifting. I have so much respect for Mark, and I was beyond honored that he agreed to come on the podcast. He truly embodies what it means to "Lead From the Heart". Mark C. Crowley is the author of “Lead From The Heart: Transformational Leadership For The 21stCentury,” and his mission is to fundamentally change how we lead people in workplaces around the globe. Mark is a regular contributor to Fast Company Magazine and has been published by USA Today, Reuters, The Huffington Post, Gallup, CEO Magazine, Great Britain, and the Seattle Times. His two recent LinkedIn Pulse articles on employee engagement and managing millennials have been read well over a million times. His book is now being taught in nine American universities, including the educational PhD program at Brandman University in California & the MBA program at the University of Iowa. His “Lead From The Heart” podcast now has an audience in 142 countries. Before writing his book, Mark spent over 20 years in the dog-eat-dog world of Financial Services. He held two national level positions at one of America's largest financial institutions where he was named leader of the year. Quite untraditionally, Mark proved that deeply caring about and supporting people, and thereby positively affecting employee's hearts, had a remarkable affect on driving sustained engagement, loyalty and productivity. New and breakthrough medical research Mark draws upon in his book now proves that the heart is actually the driver of optimal human performance. A leadership pioneer, Mark shows us that leading from the heart is the most informed and enlightened thing a manager or organization can do. Mark is a graduate of the University of California, San Diego and the University of Washington's Pacific Coast Banking School. A business person at heart, he holds a California Real Estate Broker's license and several investment securities licenses. He speaks and consults around the world. Mark's contact info: Website: http://markccrowley.com/ Twitter: https://twitter.com/MarkCCrowley Linkedin: https://www.linkedin.com/in/markccrowley/ New England Lean Consulting is the Northeast's premier business consulting firm, helping small-to-medium sized businesses with strategic leadership and operational methodologies that help your company lower costs, increase capacity and win more customers. Our industry experienced consultants provide guidance with the latest business solutions that help you to grow your business deliberately and strategically in order to sustain a long-term competitive advantage within the marketplace. Paul W. Critchley, President & Founder of New England Lean Consulting: Company website: https://www.newenglandleanconsulting.com/ Twitter: https://twitter.com/NELeanguy Linkedin Company page: https://www.linkedin.com/company/new-england-lean-consulting/ Paul's Linkedin: https://www.linkedin.com/in/paul-critchley-lean-consultant/ --- Support this podcast: https://anchor.fm/new-england-lean-podcast/support

Brett Swartts is the CEO of Capital Gains Tax Solutions and every year equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations. His experience includes: numerous Deferred Sales Trust, Delaware Statue Trust, 1031 exchanges and $85,000,000 in closed commercial real estate brokerage transactions. He's an active commercial real estate broker and investor himself with experience and holdings in Multifamily, Senior Housing, Retail, Medical Office and Mixed-Use properties. He is a licensed California Real Estate Broker and holds series 22 and 63 licenses. He is formerly an associate at the largest Commercial Real Estate Brokerage firm in the country and has years of experience and hands-on training from some of the best in the business. As a trustee, he is passionate in educating about capital gains tax deferral with a Deferred Sales Trust, how to divest from a business or real estate and gain freedom from feeling hostage to a 1031 exchange, and then invest back into and back out of real estate at any time (all capital gains tax deferred). Brett is considered one of the most well-rounded capital gains tax deferral experts and informative speakers on the West Coast. His audiences are challenged to lean into multiple capital gains tax deferral strategies, create and develop a passive cash flow wealth plan of their own, and execute on this plan so they can create and preserve more wealth. During this show we discuss… Installment sale, 1031 exchange How to avoid paying taxes on real estate transactions The best tax deferral strategy About deferred sales trust How to sell your business and pay no taxes Questions you should ask your tax team about tax deferral strategies 3 must ask questions to ask on every tax deferral process Steps to take to make sure you pay no taxes upon selling your business Working with a tax professional for free to implement tax deferral strategies What you know about estate taxes to save yourself a fortune Legal steps you need to take with DST to ensure safety About 1031 exchange Benefits involved in using 1031 exchange for a real estate investment Risks involved in DST and 1031 exchange The 1031 exchange drawbacks you need to know about Why DST is better than 1031 when it comes to saving you money The best backup strategy for a failed DST and 1031 strategies

Brett Swarts is the President of Capital Gains Tax Solutions, LLC (1 of 13 exclusive Trustees with the Estate Planning Team), located in Sacramento, CA. Together with his team and in partnership with the Estate Planning Team, Brett provides trustee services which helps real estate and business owners win with their capital gains tax, gain tax deferral, freedom, liquidity and diversification with their funds so they can create and preserve more wealth.  Mr. Swarts is a licensed California Real Estate Broker helping investment real estate property owners buy and sell their properties since 2006 where he started career at Marcus & Millichap. He also holds his series 22 and 63 licenses. With over $85,000,000 in closed commercial real estate brokerage transactions and formerly an associate at the largest Commercial Real Estate Brokerage firm in the country, he has had hands-on training from some of the best in the business. He has brokered numerous successful 1031 exchanges, Delaware statue trust and deferred sales trust and has a vast amount of knowledge and experience to share with sophisticated investment property and business owners. As a trustee Mr. Swarts is passionate about educating his clients and financial professionals about capital gains tax deferral with a Deferred Sales Trust, how they can divest from real estate investments without a 1031 exchange and then invest back into and back out real estate at their own timing all capital gains tax deferred. Beside his professional career he also is an active commercial real estate investor and holds interest in Multifamily, Retail, Medical Office and Mixed-Use properties.  Mr. Swarts holds two B.S. degrees from William Jessup University where he distinguished himself with an academic and athletic scholarship, captain of the basketball team, and given the most Inspirational award and an honorable mention as a CalPac All-Conference Team in 2006. He resides in Roseville, CA with his wife Melanie and their 4 daughters and one son. Watch the full episode here: https://projectegg.co/brett-swarts About The Project EGG Show: The Project EGG Show is a video talk show that introduces you to entrepreneurs from around the world. It is broadcast from studios in Metairie, Louisiana to online platforms including YouTube, iTunes, Google Play, Spotify and Stitcher, and hosted by Ben Gothard. Our goal is to give you a fresh, unscripted and unedited look into the lives of real entrepreneurs from around the globe. From billionaires to New York Times best selling authors to Emmy Award winners to Forbes 30 Under 30 recipients to TEDx speakers – we present their real stories – uncensored and uncut. Subscribe To The Show: https://projectegg.co/podcast/ Get Access To: 1. Resources: https://projectegg.co/resources/ 2. Financing Solutions: https://projectegg.co/epoch/ 3. Payment Solutions: https://projectegg.co/sempr/ 4. Services: https://projectegg.co/resources#services 5. Courses: https://projectegg.co/resources#courses 6. Software: https://projectegg.co/resources#software 7. Book: https://projectegg.co/resources#books --- Support this podcast: https://anchor.fm/projectegg/support