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The Home Stretch: From Mortgage Approval to the Closing Table by Jo Garner
In this episode, we walk you through the real story behind selling one of our earliest rental properties, a deal we once thought we'd hold forever, and how close it came to completely unraveling at the finish line. We break down how a roughly $20,000 investment each turned into nearly $90,000 each in just over four years, why we ultimately chose to sell a cash flowing property instead of holding it long term, and what this decision taught us about portfolio restructuring, liquidity, and the velocity of money. We also unpack the exact chain of events that almost killed the deal, including FHA financing hurdles, inspections, township certificates of occupancy, and the last minute fixes that had to happen to get this transaction across the finish line. This episode is part case study, part cautionary tale, and part reminder that real estate is a relationship game, not just a spreadsheet. We share how the right agent, lender, and contractor quite literally saved this deal, why being resourceful and calm under pressure matters more than most people realize, and how moments like this shape the next stage of your investing journey. If you're buying your first rental, scaling your portfolio, or wondering when it actually makes sense to sell, this conversation will change how you think about the game and what it really takes to win long term. Book your call with Neo Home Loanshttps://www.neoentrepreneurhomeloans.com/wealthjuice/ Book your mentorship discovery call with Cory RESOURCES
Springtime Tips To Make You More Money At The Closing Table... ... here are the Top things that you should do before you go on the market start with decluttering the home make decisions to store, sell, or donate any items that are in the home currently then get the home deep cleaned don't cut corners on this kitchen and bathroom cleanliness can make the difference between getting a solid offer as opposed to a low offer or even no offers at all then make a repair list list the items can you repair on your own a little to no cost and get that done quickly then list the items do you need to hire out to avoid inspection issues and get those scheduled right away a home that is turnkey will sell for more money and also create a bigger pool of buyers the exterior of your home should not be forgotten it doesn't matter how nice it is inside if it doesn't have curb appeal outside then buyers may choose not to go inside its super important to have the yard looking its best and the same goes for the house paint, roof, gutters, and trees these are all big ticket items that most buyers would prefer to avoid paying for after closing sellers making it easier and more convenient for home buyers hold the winning ticket to receive the most amount of money in their pocket at the closing table today's show explains what to do and how to do it
Yesterday afternoon, the White House made a much soon than expected announcement….a 25% on imported autos. That means higher car and auto part prices, right when the average American is already stretched to the limit. But here's the real questions for us. How does this ripple into the real estate market and prices, where consumers are already struggling to afford a home? We'll discuss it.
On today's show we are talking about closing a transaction. States have different methods for recording a transaction on title. Some states use lawyers to close transactions. These are most commonly referred to as attorney closing states where a lawyer is required in addition to the title company. There are a total of 18 states that require attorneys to close. The remaining states can close transactions strictly with title companies. Some provinces in Canada that used to be exclusively lawyer close provinces also offer the option of closing with title companies. But these are less common, simply because that has not been the traditional practice. Simple residential transactions involve a buyer, a seller, a price and are usually based on standard real estate board contract. Everything looks familiar to the title agent and it's a paint by numbers exercise. Drafting the closing statement is very standard and the title agent is following a prescribed formula for completing the transaction. In order to make things simple and repeatable many title companies create rule books for their title agents to follow. This restricted path is meant to eliminate possibility for errors and is designed to enhance the overall quality of the customer experience. But these rule books don't contemplate the more complex structures associated with a commercial transaction and the complexity of a multi-party transaction with many moving parts and then further involving one or more qualified intermediaries who are also imposing their requirements on the closing process. You will often hear that what is being requested cannot be done. It violates the rule book at the title company. Of course the client is not going to be able to convince the tile agent that they need to change their process. In that instance, the only viable solution in our experience is to get your real estate lawyer, who hopefully is well versed in the complexity of the transaction to provide the direction to the title agent on how to conduct the transaction. The lawyer will tell them exactly the same thing that you did. But the title company will listen to the lawyer, when they won't listen to you. This is one of those cases where there are so many people involved in closing the transaction that the most important role for you is to assign a quarterback for the entire transaction. That person's role is to get people communicating who don't think they need to talk to each other. Everyone is sitting in their corner with their rule book waiting for everyone else to meet the criterial stipulated in their rule book and nothing moves. ----------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1) iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613) Website: [www.victorjm.com](http://www.victorjm.com) LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce) YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734) Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso) Email: [podcast@victorjm.com](mailto:podcast@victorjm.com) **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com) Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital) Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)
Join us for an insightful episode of The Closing Table featuring the dynamic duo, Alan and Betsy Thompson, as they unveil the secrets behind their real estate triumph in Newport News and Virginia Beach. This episode is packed with valuable lessons for every business owner.Key takeaways include:How does relational impact fuel business growth? Discover how Alan and Betsy leverage meaningful community connections.Why is a strong database the foundation of success? They share methods to effectively manage and expand your network.What strategies turn leads into loyal clients? Dive into their unique approach to customer engagement and retention.How can personalized marketing make a difference? Learn about the power of bespoke interactions with clients.Why is local presence invaluable? Alan and Betsy discuss the significance of being active in your community.Don't miss this opportunity to gain insights from one of the top real estate teams on creating and sustaining a thriving business. Tune in to elevate your game and achieve lasting success.Follow Ryan and The Adams Group in Houston, Texas at:Watch on YouTubeFollow us on InstagramGet Your Free Buyers Guide for Buying a HomeGet Your Free Sellers Guide for Selling Your HomeGet a Free Home Valuation for Your Home
Elite Agent Secrets, Start, Grow and Scale Your Real Estate Business
Over 20 years in real estate.Top 15% Agent Award Homesnap.comTop Independent Agent Closed Volume KW Vermont, Keller Williams Realty2020 Realtor of the Year, Northwest Vermont Realtor AssociationCertified Real Estate Instructor, Vermont Association of Realtors [PARTNER WITH US] Get instant 1-on-1 access to over 26 of the top agents in the country to help scale your business.
Join Nick Lamagna on The A Game Podcast with his guest Henry Washington the King of the Closing Table! Henry is a full time real estate investor, author, educator and podcast host! You can find him co-hosting the very popular On The Market Podcast and see tons of great content on his social media channels. A panic attack when he worked in IT triggered the need for a drastic change to his financial future and of course he found real estate investing! He is now a business owner, Entrepreneur and full time real estate investor using small banks, private money and seller financing to build a portfolio of over 100 units as well as doing flips, BRRRR deals, creative finance deals, and even mobile home parks! He has a massive toolbelt of real estate strategies he has paired with people skills to build himself a brand to feed his family for a lifetime and create an excellent reputation in the industry. He is about to release his first book published by the world famous Biggerpockets and he now helps investors find their success in real estate through his Mastermind, The Closing Table. Topics for this episode include: ✅ How to choose the best real estate strategy to invest in ✅ What are the best banks to fund real estate deals ✅ Why you should not invest in real estate alone ✅ How to handle hard conversations in business ✅ How can entrepreneurs avoid getting burned out + More! See the show notes to connect with all things Henry! Connect with Henry: henrywashington.com Henry Washington on Instagram Henry Washington on LinkedIn Henry Washington on Facebook Henry Washington on Twitter Henry Washington on Tiktok Get the book "Real Estate Deal Maker" Check out The Closing Table Mastermind Listen To On The Market Podcast: On The Market Podcast Connect with Nick Lamagna www.nicknicknick.com Text Nick (516)540-5733 Connect on ALL Social Media and Podcast Platforms Here FREE Checklist on how to bring more value to your buyers
In this compelling episode of The Closing Table, Ryan Adams sits down with industry expert Lee Arnold to dissect the critical elements of real estate success. Their conversation spans a range of pivotal topics, each essential for understanding and mastering the real estate market.Key takeaways include:What drives real estate market dynamics? They explore the nuances of appreciation and satisfaction in real estate sales.Why is resilience key to success? Ryan and Lee discuss the necessity of grit and determination in the industry.Is practical knowledge more valuable than formal education? They debate the limitations of state exams versus the importance of hands-on experience.How can long-term strategies enhance your social media impact? Insights into crafting enduring social media marketing strategies.What techniques help you stand out in your market? They share methods to distinguish yourself and add unique value.Why is community involvement crucial? The discussion highlights how local engagement can elevate your business.Ryan and Lee emphasize the importance of deeply understanding market mechanics and engaging effectively with the community to build lasting success in real estate.Tune in to unlock powerful strategies and insights that can transform your approach to real estate.Follow Lee Arnold on Instagram, FacebookFollow Ryan and The Adams Group in Houston, Texas at:Watch on YouTubeFollow us on InstagramGet Your Free Buyers Guide for Buying a HomeGet Your Free Sellers Guide for Selling Your HomeGet a Free Home Valuation for Your Home
On today's episode, Rich sits down with Oliver Graf – Entrepreneur, Speaker, Real Estate Investor, and Consultant. Oliver is the Co-Founder & President of Big Block Realty - recognized as one of the fastest growing brokerages in the country. He's also the host of the Founders Club Podcast, the Co-founder of Closing Table - a high-level real estate mastermind, along with Sam Khorramian and Roland Frasier, the Manager and Co-creator of Real Closers, the 2nd largest Facebook group for realtors, has $10+ Billion in real estate sales, and a husband and father to two sons. Rich and Oliver start off by discussing meeting back in college, catching up at Beers & Deals, 125% loan-to-value second mortgages, Rich's first property he ever bought, a deep dive on short sales, short sale periods, the 2009 financial crisis, and the current rate environment and rate normalization.They then reflect on Rich's first piece of investment real estate, the San Diego market, Oliver's first deal in Arizona, what two thing's Rich needs in order to buy a new deal, adding value, the rent-by-the-room model, where the idea for Big Block Realty came from, concierge services in 2011, how many agents Big Block Realty has hired, the franchise model, the benefits of masterminds, Kent Clothier, the first steps to franchising, and why agents don't buy real estate. Lastly, they talk about the benefits of marrying a realtor, encouraging everyone to buy real estate, why partnerships are tough, CSU San Marcos, college fraternities, what Oliver is looking forward to, where realtors business comes from, and why consistency is key in all aspects of life.Connect with Oliver on Instagram: @OliverGraf360--Connect with Rich on Instagram: @rich_somersInterested in investing with Somers Capital? Visit www.somerscapital.com/invest to learn more. Interested in joining our Boutique Hotel Mastermind? Visit www.somerscapital.com/mastermind to book a free call. Interested in STR/Boutique Hotel Management? Visit www.excelsiorstays.com/management to book a free call.
Today, Rick, Kathy and Tony are joined again by good friend Lenny Clarke to share some more important information for sellers to at the closing table. Connect With John Today: https://apply.newamericanfunding.com/apply/john-marroni/purpose If you have a question for the REHP team, send us a message via our Facebook page or email Rick at: rcarter@carterclosings.com and maybe we can read out your question on the show. If you need a Real Estate Team that can walk you through the purchase of your new home start with Carter Law offices (781) 944-9222 Join us as we broadcast Live every Tuesday at 12:30pm at The Studio 21 Podcast Café above 2 Guys Smoke Shop in Salem NH #LennyClarke #Realestatequestions #CarterLawOffices #RickCarter #KathyHoltshouser #RealEstateHouseParty #RealEstate #TonyV #BostonComedy #Studio21PodcastCafe #UnitedPodcastNetwork
Margarita Lopez is a Realtor with Oak Park's Baird & Warner office. Her commitment to providing exceptional customer service and her extensive knowledge of the real estate market has allowed her to build a successful career working with sellers and buyers throughout the Chicagoland area and beyond. She has consecutively been recognized by the Chicago Association of Realtors with their Top Producer Award, the National Association of Hispanic Real Estate Professionals Top 250 Latino Agents and is a Top 5 Producer in her office. She leads with intention and purpose and prides herself in educating her community on the importance of homeownership and building long lasting relationships well past the closing table. In her downtime, she loves to do it all! She is an avid explorer, a coffee shop fanatic, a self-proclaimed foodie, a book club reader, and most importantly a wife, mom and great friend.Website: margaritalopez.bairdwarner.comInstagram: @margarita_realtorLinked In: Margarita LopezIsn't her joy infectious even through the mic??? Definitely connect with her on social media. And share her name if you know of anyone looking to buy or sell. There will be a new episode every Tuesday, so after you listen feel free to take a screenshot to post on IG and tag @elevatinglacultura or send me a DM. You can also comment on our YouTube video if you're watching online. I always like to hear from people and how they resonate with the stories I share. SO leave a review on apple podcasts so we can get more ears listening to these stories and we can continue elevating la cultura.And if you haven't already, join the Elevating la Cultura comunidad on FB. We also host monthly comadre networking events so if you're in Chicago join us for one of those. All upcoming events can be found on the website elevatinglacultura.com to see what in person events I've got going on for you.Alright, enjoy the rest of the day/afternoon/evening whenever you're listening, y nos vemos next week.
Jon Siegel, co-founder and chief investment officer at RailField Partners, joins Slocomb Reed on the Best Ever Show. In this episode, Jon discusses the fundamentals of acquisitions, including how to find deals in 2024, the importance of building relationships with brokers, and how to get your offers accepted in a competitive environment. He also shares his strategies for getting from an accepted LOI to the closing table. Sponsors: Viking Capital Baselane
In this podcast episode of The Closing Table with Ryan Adams, Ryan engages in a dynamic conversation with realtor and social media expert Eric Simon. Together, they delve into essential strategies for real estate agents looking to establish a strong online presence.Key takeaways include identifying your strengths in content creation, emphasizing consistency in posting schedules, prioritizing quality over quantity, and actively engaging with your audience to foster community and trust. They stress the importance of analyzing content performance metrics, diversifying content formats, building an email list, and maintaining brand consistency across all platforms.Throughout the discussion, Adams and Simon emphasize the significance of authenticity and personal involvement in social media management, discouraging the outsourcing of these tasks. They highlight the need for continuous learning and adaptation to optimize social media strategies for business success.Tune in to gain valuable insights and actionable tips to elevate your social media presence as a real estate agent.
Join us for an eye-opening episode of The Closing Table podcast where Erik Hatch shares invaluable insights on building a successful real estate career while making a profound impact on the world. From starting as an agent partner in Fargo, North Dakota, to generating over $500,000 a year with zero financial risk, Erik's journey is a testament to the power of alignment, leadership, and purpose-driven entrepreneurship.In this episode, Erik discusses the revolutionary agent partner model, which has helped countless agents achieve unprecedented success in the industry. He emphasizes the importance of finding the right team, receiving proper training, and aligning with leaders who embody the life you aspire to live.Moreover, Erik delves into his passion for combating human trafficking and other social injustices, sharing personal experiences from his mission work in Thailand and his ongoing efforts to support organizations fighting against exploitation and abuse.Discover how you can leverage your real estate career to create positive change in the world, and learn about Erik's new book, "The Perfect Real Estate Agent Blueprint," which provides a comprehensive guide to building a thriving real estate business while making a difference.Connect with Erik on Instagram (@realerichatch) and DM him the word "blueprint" to receive a free copy of his book. Whether you're interested in real estate sales or making an impact in your community, Erik offers valuable insights and practical advice to help you achieve your goals.Don't miss out on this inspiring conversation with Erik Hatch and unlock the secrets to success and significance in the real estate industry and beyond. Subscribe to The Closing Table podcast and join the movement of agents who are transforming lives while closing deals.
Six years ago, Henry Washington had just $1,000 in the bank and bad credit. He knew something had to change after a panic attack at 3:00 in the morning. On this episode of Zen and the Art of Real Estate Investing, Jonathan and Henry sit down to unpack Henry's path from newly married, lousy credit, and no money to 116+ rental properties and doing at least 15 flips a year. Henry is the cohost of the On the Market podcast and author of the upcoming book Real Estate Deal Maker. You'll hear Henry's revelation about real estate following a panic attack in the middle of the night and how he began making connections with other investors by attending meetups regularly. He explains to Jonathan how his first property landed in his lap, and he had to Google his way through the transaction. Henry outlines the immensity of his wife's support as he pursued an investing career, why consistently attending meetups matters, and how he solved the two problems that most investors face. Jonathan and Henry delve into the importance of working with a local bank, treating your investments like a business, and when he realized hiring property managers was more beneficial than managing the assets himself. Finally, they discuss the market cycle and finding deals in any market, what Henry's mastermind is all about, and the two things you should focus on in any market. Henry's story is the epitome of what persistence, a learning mindset, and focus can achieve, and he wants you to know you can do it, too. In this episode, you will hear: Henry Washington's background in a traditional family and why he didn't consider real estate until he was 36 How he started his real estate career by writing down his goals in a notebook and learning as much as he could The first deal that came Henry's way and how he positioned himself to pounce on it Google's role in his first deal and learning as he worked the deal The help Henry got from an experienced investor which led him to borrow against his 401(d) and buy his first property Why his wife's support made all the difference in pursuing real estate investing The two problems most investors face and how Henry solved both Henry's determination to learn about wholesaling and find the best deals Treating real estate investing like a business to benefit all parties in the transaction When Henry realized he could quit his day job if he wanted to His decision to turn all property management over to a property management company The reason he's still flipping properties and finding deals The difference between Henry's mastermind and others on the market and what he teaches people Two things you should focus on in any market conditions Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at http://www.trustgreene.com/podcast/zen/109 to download it. Supporting Resources: See You at the Closing Table website - www.seeyouattheclosingtable.com Find Henry Washington on Instagram - www.instagram.com/thehenrywashington Connect with Henry on LinkedIn - www.linkedin.com/in/henry-washington-543aa91 Get the Real Estate Deal Maker book - get.biggerpockets.com/dealsbook Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - https://www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits: If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.
Putting out Fires & Getting to the Closing Table. Closing a transaction is not just list it , show it, close it. There are a number of issues that come up in a real estate transaction. How do you handle title issues, lender delays, appraisal issues, inspection repairs, tax liens, city inspections, and even child support. These can all impact the ability to close. These issues are sometimes discovered last minute if all parties are not working together. #realestatetransactions #podcast --- Send in a voice message: https://podcasters.spotify.com/pod/show/tsare/message Support this podcast: https://podcasters.spotify.com/pod/show/tsare/support
Putting out Fires & Getting to the Closing Table. Closing a transaction is not just list it , show it, close it. There are a number of issues that come up in a real estate transaction. How do you handle title issues, lender delays, appraisal issues, inspection repairs, tax liens, city inspections, and even child support. These can all impact the ability to close. These issues are sometimes discovered last minute if all parties are not working together. #realestatetransactions #podcast --- Send in a voice message: https://podcasters.spotify.com/pod/show/tsare/message Support this podcast: https://podcasters.spotify.com/pod/show/tsare/support
We're talking about a different kind of real estate in today's episode with Mike Swan and Tim Anderson as we tackle farm and ranch real estate! Learn about the essential things to consider when doing these deals, plus listen to the interesting tales they have encountered, which will never leave your mind when buying rural properties. Key takeaways to listen for Swanland Company: What it is and the services it offers Important things you should know about before selling farmlands Essential questions to ask when buying or selling a ranch Water rights and resource issues in real estate you need to know about Things you need on your due diligence checklist About Mike Swan and Tim Anderson Mike is the owner and managing broker of Swan Land Company. In 2002, he obtained his real estate license and worked his way up to managing broker before eventually founding and taking on his current role as managing broker and owner of Swan Land Company. Tim is a broker at Swan Land Company. With over two decades of experience in real estate and a background in science and technology, he has been honored to serve and represent some of Montana's finest farm, ranch, and recreational properties. Connect with Mike and Tim Website: Swanland Company Instagram: @swanlandcompany Facebook: Swan Land Company Email: mike@swanlandco.com | tim@swanlandco.com Connect with Leigh Please subscribe to this podcast on iTunes or the Podcasts App on your phone, and never miss a beat from Leigh by visiting https://leighbrown.com. DM Leigh Brown on Instagram @ LeighThomasBrown. Subscribe to Leigh's other podcast Real Estate From The Rooftops Sponsors Video Boss Agent – 3-Day Video Boss Bootcamp Is your business feeling stagnant and lifeless? It's time to breathe new life into your YouTube channel and watch your client list grow without burning your budget. Join an exclusive 3-day Video Boss Bootcamp from Monday, Nov. 27th - Wednesday, Nov. 28th, and turn your YouTube channel into a powerful lead generation machine. Link: https://videobossagent.com/leighbrown/ Leigh Brown University – New On-Demand Training How to Dominate During This Recession! Enroll Now to get ahead of the curve and learn how to manage changing markets, the action steps for what to do, and most importantly, what to say so that you can secure listings, assist more buyers, and grow your business no matter what the market is doing. Link: http://dominatethisrecession.com
Great Homes Tampa Bay - All Things Real Estate on Both Sides of the Bay!
Florida Land Scams aren't ancient history... they are still very much with us (and for sale!) today. For this Tale From the Closing Table, I show you a historic land scam in Polk County, Florida that is similar to many others found in the Sunshine State. The 1900s were a heyday of conmen, opportunists, and outright fraud and deception when it comes to real estate in Florida. "Selling swampland in Florida" isn't just a myth, it's something that actually happened, by design, and continues to happen to this day! You will learn some of the key identifiers of these sorts of vacant land lots, as well as typical outcomes and how best to dispose of them. Archive.org Wayback Machine Link: https://web.archive.org/web/20091219123010/http://www.floridalandscams.com/Home_Page.php "We aren't selling the people a subdivision, we are selling them the *dream* of a subdivision." Are you curious if the lot you own is part of a historic land scam? You can search google and try to find an agent with this expertise in identifying the best way to sell problematic land... Or you could simply call us! Want to experience The Way Real Estate Should Be™? Book a call today to get started! https://AshlarRE.com/book-a-call Be sure to subscribe and view our Tales From The Closing Table playlist!
Welcome to another exciting episode of The Closing Table! This week, we sit down with a remarkable power couple from Nashville, Jon and Bekki Lowrance, who have mastered the art of generating passive income through strategic business acquisitions.Join us as we delve into the captivating journey of Jon and Bekki owners of five thriving companies that have flourished under their expert guidance. Through astute decision-making and relentless dedication, they have not only expanded their business empire but also secured numerous contracts and clients across diverse markets and regions.Tune in to discover the secrets behind their phenomenal success!Watch on YouTube:Follow us on Instagram: https://www.instagram.com/theadamsgrouptx/Browse our website: https://theadamsgrouptx.com/
A great morning routine is like a key - it unlocks the success we want to have in our businesses. When we follow the routine or the combination of the lock, we live in our potential, vibrate at a higher level and more people will want to work with us. Before the morning routine gets baked in, we're going to have false starts and setbacks, but ultimately we'll break through in a major way. How do we get conditioned to a new morning routine? What are the rewards of commitment and consistency? In this episode, I'm joined by broker Eric Helm. He shares his journey with 30 Mornings and the results his consistency produced. Who you say you are and who you are have to be congruent - your audio has to match your video. -Eric Helm Three Things You'll Learn In This Episode - Before your mornings change, your nights have to change What has to change about our mindsets and activities to successfully implement a routine? - How people know they can count on us Can you improve referrability by just showing up for classes and accountability groups? - When routine becomes normal behavior At what point does a routine become so ingrained your neural pathways change? Guest Bio Eric Helm is a real estate broker and founder of The Closing Table. Connect with him on LinkedIn. Episode: 298 Title: How to Breakthrough a Breakdown and Break Referral Records...No Matter What w/Eric Helm Host: Michael J. Maher
Structuring Deals, Putting out Fires and Getting Clients to the Closing TableWe delivered a Special Edition of Poised for Exit today and had the privilege of interviewing two experts on how collaboration works and why it can make or break a deal. Brett Larson, M&A Attorney with Messerli Kramer and Colin Johnson, Managing Director at Wipfli Corporate Finance were our guests and talked about how they work together structuring deals, putting out fires and getting their clients to the closing table. When it comes to achieving the best outcome for a business exit, using the right team with essential areas of expertise makes all the difference. Colin says it all starts by understanding and aligning with the owner's goals and sometimes he has to work to help the owner discover what they really want. Colin's investment banking skills and background make him the kind of advisor owners believe has their back. Colin won't take a deal unless he believes he can get it done. Brett agreed that the owner's goals are at the top when helping them decide the right path for exit. Brett and Colin have a clear understanding of how to work together collaboratively. Sometimes Brett is driving and sometimes Colin is in the lead yet each know when to step back to let the other take over. Brett says that when an owner comes to him late in the game, for instance already having a Letter of Intent, he needs to "get smart fast" on what's happening with the owner's business and the owner in terms of assessing and mitigating risk as much as possible. The key to keeping momentum going and to avoid deal fatigue is to have the right people on the team. With the right expertise at the table, the flow of the transaction takes less time thereby reducing cost and stress for the owner and everyone else. Listen to the episode to learn more about their take on market conditions and what owners should do to prepare themselves for a future sale. Contact Brett Larson here and Colin Johnson hereConnect with Julie on LinkedIn!It's never too early to plan for your future exit - grab a copy of Julie's 'Free Ebook' here.Thank you to our show sponsors! Sunbelt Business Advisors and Trust PointAre you ready for your best exit? There is no time like the present to prepare. Check out these resources offered by KeyeStrategies: Business Readiness Transition online course Free Ebook download here Purchase Poised for Exit book here
In this episode of The Closing Table we bring you the story of Scott, an anesthetist, triathlete, and a guide for visually impaired athletes.Scott has completed 5 Ironmans, 17 half Ironmans, and 10 marathons, all from the age of 40. His passion for helping others extends beyond the hospital as he selflessly guides a visually impaired former Paralympic athlete during several marathons and resuscitated a runner in another race. One day during the Sienna Plantation 10 Miler, Scott heard someone hit the pavement and rushed to check on the fallen person. To his horror, the man was unconscious, and his heart had stopped beating. With his medical expertise, Scott sprang into action, starting CPR. Join us in this episode as we delve into Scott's journey and learn about his dedication to helping others, both in and out of the hospital.Check out Scott on Instagram at: @ised8uWatch on YouTube: https://youtu.be/Dvri8A6j080 Follow us on Instagram: https://www.instagram.com/theadamsgrouptx/Browse our website: https://theadamsgrouptx.com/
Are you efficient at work? In this episode of The Closing Table podcast, our Customer Success Team provides you with 3 tips to make you a better multi-tasker. They also share common productivity and time-management tips that don't work and explain why. What we discuss: 02:21: Tips to make you a better multi-tasker 02:47: Tip #1: Making a high-quality to-do list 04:49: Tip #2: Do not let everything live in your head 08:40: What doesn't work for multi-tasking? Get 30 days free of ProDeal here. Be sure to follow us on LinkedIn.
Estate Professionals Mastermind - More Than A Probate Real Estate Podcast
Jay Conner, best selling author of “Where To Get The Money Now,” past president of Business Networking International, and leading expert on private lending, marketing, and business development shares his best advice on private money lending in the 2023 market.Estate Professionals Mastermind episode 113Visit jayconner.com/moneyguide for Jay's guide "Why Private Money Will Skyrocket Your Real Estate Business"Link to Pre-Foreclosure Video: https://youtu.be/PwSiutEXshYBecome a member at www.EstateProfessionalsMastermind.com
How do you deal with difficult people at work? In this episode of The Closing Table podcast, our Customer Success Team provides you with 3 tips for dealing with difficult people in commercial real estate. They also share the benefits of adopting these tips and how they can easily be transferred to other industries. What we discuss: 02:36: Tip #1: Don't take it personally. 06:22: Tip #2: Develop relationships to be on their soft-side 09:52: Tip #3: Be on top of your work 13:25: What are the benefits of adopting these tips? Get 30 days free of ProDeal here. Be sure to follow us on LinkedIn.
Does your service offering serve your community? In this episode of The Closing Table podcast, our Customer Success Team chats with ProDeal's CEO, Andrew Damico. We chat about the challenges commercial real estate deal teams are facing in this day and age, what ProDeal is doing to meet deal teams' needs, and how ProDeal will be expanding in the near future. What we discuss: 01:12: Why did Andrew choose the commercial real estate software industry? 04:27: Which challenges are deal teams facing these days? 06:12: How secure are the tools that most deal teams use? 10:20: How can ProDeal expand its usage to more teams? 17:25: What is Andrew most excited about for ProDeal's future? Get 30 days free of ProDeal here. Be sure to follow us on LinkedIn.
Wonder where to shift your focus when your influx of deals slows down? In this episode of The Closing Table podcast, our Customer Success Team share their top 3 takeaways from the Commercial Real Estate Finance Council conference they attended in Miami. Kimberly also shares her own personal takeaway from the conference. What we discuss: 00:51: About the Commercial Real Estate Finance Council conference in Miami 02:49: Takeaway #1: Conscious optimism surrounding the real estate industry 05:44: Takeaway #2: There is a growing interest in streamlining business processes in real estate 07:32: Takeaway #3: Focus on developping your own opinion at work to develop your career 10:45: Recap of the 3 big takeaways 11:48: Kimberly's personal takeaway Get 30 days free of ProDeal here. Be sure to follow us on LinkedIn.
On this week's episode, Loan Specialist Matthew Singerle talks about how different loan specialists are at Fountainhead.If you have a question you want us to answer on the podcast, email it to info@fountainheadcc.com
Are you the quarterback of your closing team? In this episode of The Closing Table podcast, our Customer Success Team shares their best tips on how to perform well as a Transaction Manager or to be distinguished when you are just starting out as a junior in closing deals. What we discussed: 0:00 - Intro 2:57 - Knowing what the players do in team 5:37 - Presenting all to-dos on a silver platter 7:21 - Asking the right questions to make the process smoother 10:05 - Recap of tips for transaction managers Get 30 days free of ProDeal here: https://www.prodeal360.com/trial Be sure to follow us on LinkedIn here: www.linkedin.com/company/prodeal360
Ever wish you had a more organized and efficient way for your team to handle paperwork while closing a deal? In this episode of The Closing Table podcast, our Customer Success Team share their experience in terms of using a data room and how it helped and may have hurt certain deals. They also share different ways you may enhance data rooms and what one can expect to find in a data room. What we discussed: 0:00 - Intro 2:59 - How can a data room enhance a deal? 5:15 - Who usually creates the data room? 6:17 - In what way can a data room hurt a deal? 7:57 - How can you enhance an existing data room? 11:30 - How can public links can lead to problems? 12:53 - What does an enhanced data room look like? Get 30 days free of ProDeal here: https://www.prodeal360.com/trial Be sure to follow us on LinkedIn here: www.linkedin.com/company/prodeal360
Wondering how remote work will affect the Commercial Real Estate industry? In this episode of The Closing Table podcast, our Customer Success Team shares their observations and the possible trajectory of the real-estate industry in the coming years. They also talk about the industries that float and drowned during the pandemic and how it changed the view towards remote work. What we discussed: 0:00 - Intro 2:05 - Can the real estate industry adapt with the changes brought by the pandemic? 2:43 - Industries that were gravely affected by the pandemic 5:23 - Two properties that were stable despite the pandemic 8:45 - Uptake of deals during summer this year 11:03 - Is there room for technology to push the growth of remote work? 14:23 - How the pandemic affected the real estate industry's view in terms of technology? 15:43 - Is it possible to have a full blown mandate to return to office next year? Get 30 days free of ProDeal here: https://www.prodeal360.com/trial Be sure to follow us on LinkedIn here: www.linkedin.com/company/prodeal360
Are you afraid to ask question at work, for the fear of looking or feeling green? If that's the case, this special episode of The Closing Table is for you! Our Customer Success Team stresses the importance of finding a mentor and the different types of mentors you can find. They also talk about learning during your off-time and using technology as leverage not just within the company, but in your career. What we discussed: 0:00 - Intro 0:50 - How to get a ProDeal swag box? 1:43 - How to get past the point of feeling like a newbie 4:22 - Why is finding a mentor important? 7:18 - What can you do during your off-time to further your knowledge? 10:00 - How picking up and leveraging technology can help you distinguish yourself Get 30 days free of ProDeal here: https://www.prodeal360.com/trial Be sure to follow us on LinkedIn here: www.linkedin.com/company/prodeal360
Amy guide us on the process of agents Moving Buyers through the Closing Process to the Closing Table! As she sights samples and ways how to talk to and convince the buyer and how to prepare them for buying a home. Amy points out that having buyers be prepared for the requirements to buy a home makes it easier for the agent. More of that on this episode of Agent Power Huddle!
This week Randy is joined by Bob & Dan Letellier of Team Letellier from RE/MAX Realty One in Biddeford, ME. They discuss their history in the business, how they went from individual agents to a team of seven, their keys to success, focus on their community and much more. Host: Randy Forcier Guest: Bob & Dan Letellier New Podcasts EVERY Monday, here are the Links: https://lnk.bio/therandyforcierpodcast #podcast #realestate #realtor #remax #mortgage #lending #biddeford #saco #maine #remaxrealtyone #therandyforcierpodcast
In Episode 7 Derek Bestreich, Luke Sproviero, Adam Lobel, and Donal Flaherty discuss getting to the closing table in today's environment.
Can you guess what the usual due diligence issues are when closing deals? If you can, then you know how inconvenient they can be and how they can effect the deal. In this special episode of the Closing Table, our Customer Success Team shares tips on how to handle these issues. They also talked about how to properly share and store documents and how junior and senior officers interact with these documents during the due diligence process. What we discussed: 0:00 - Intro 1:27 - Overall due diligence organization and process 4:52 - Sharing and storing documents 9:11 - Different relationships between documents based on tenure 11:57 - Aggregating everything when closing a deal Get 30 days free of ProDeal here: https://www.prodeal360.com/trial Be sure to follow us on LinkedIn here: www.linkedin.com/company/prodeal360
Wondering how to handle multiple portfolio deals all at once? If you are, this podcast episode will give you a step-by-step guide to help you succeed. In this special episode of the Closing Table, our Customer Success Team shares practical tips on how to effectively handle portfolio deals. We talked about setting up kick-off calls, preparing for it and lastly handling a deal checklist. Listen to Part 1 here: https://prodeal360.com/prodeal-team-how-to-handle-portfolio-deals-part-1/ Get 30 days free of ProDeal here: https://www.prodeal360.com/trial Be sure to follow us on LinkedIn here: www.linkedin.com/company/prodeal360
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This week, the ladies of Real Tea at The Closing Table aren't holding back!!!To post…or not to post….THAT is the question!The topic of social media and relationships is one those 'unmentionables' that we're too afraid to admit we have an issue with. In a time when social media "runs the world", is it unsupportive if your spouse or significant other doesn't post and boast about your business on their social media accounts.Does a post or reshare override your boo showing up at your events in-person? If your partner passes out flyers in their office for your Mix & Mingle , but didn't repost it in their stories, would you tell your friends they don't support you?Do we have any right to impose our feelings on someone else's right to post (or not post) whatever they want on their own social media accounts?Tune in as the ladies prove that there is no tea too hot for The Closing Table.
Wondering how to handle multiple portfolio deals all at once? If you are, this podcast episode will give you a step-by-step guide to help you succeed. In this special episode of the Closing Table, our Customer Success Team shares practical tips on how to effectively handle portfolio deals. We talked about setting up kick-off calls, preparing for it and lastly handling a deal checklist. What we discussed: 0:00 - Intro 0:52 - Kimberly's experience with portfolio deals 2:26 - Why scheduling and hosting a kick off call is important? 4:12: - What to prepare for a pre-kick off call? 6:13 - What should be covered during a kick off call? 8:22 - How to handle a portfolio deal checklist? Be sure to follow us on LinkedIn here: www.linkedin.com/company/prodeal360
In this episode of the Closing Table podcast, we're joined by Bob Knakal, who is the Chairman of NY Investment Sales with JLL Capital Markets. Bob co-leads the investment sales division in New York City. From 1988 through 2014, Massey Knakal closed over 6,000 transactions with an aggregate value of over $23 billion. To date, Bob is personally responsible for the sale of over 2,000 buildings and over $18 billion in sales. Bob shares tips on how to be successful in the commercial real estate industry and what he does to keep a competitive advantage. He also shares his level of involvement when closing a deal and his secret to maintaining his relationships. Lastly, he shares his take on how technology has changed the way he closes deals. What's discussed: 2:12 - How to be successful in the real estate industry? 3:57 - What does Bob do to stay competitive nowadays? 5:15 - How does Bob execute a closed deal? 6:31 - How involved is Bob in a deal? 7:22 - What are Bob's ways to organize his connections? 11:03 - How different is Bob's day today compared to when he started? 12:29 - What does Bob do to fill his pipeline? 14:54 - How has technology influenced Bob's way of closing deals? Find more from us: Website: www.prodeal360.com Get a demo: www.prodeal360.com/demo LinkedIn: www.linkedin.com/company/prodeal360
Did you know our Customer Success team here at ProDeal used to be out on the ground closing commercial real estate deals? That's why in this episode of the Closing Table podcast by ProDeal, we dive into three habits we think are most important for closing a deal efficiently and effectively. What we dicuss: 0:00 - Intro 3:00 - Setting expectations at the beginning of the transaction 4:33 - The compounding effect of having multiple deals being down 6:15 - Why you need to be organized 8:18 - Tech vs. documents for organization 10:00 - How to become a well-oiled machine 13:05 - Making things as simple as possible Find more from us: Website: www.prodeal360.com Get a demo: www.prodeal360.com/demo LinkedIn: www.linkedin.com/company/prodeal360
You've heard me talk a lot about “Know, Like, and Trust.” And yet, too many agents spend too much time developing trust only to throw it away once the transaction is over. But when you maintain and nurture that trust beyond the closing table, you get something even more valuable – loyalty. This week, I'm going to show you a clip from a past Summit in which I talk about what you need to be doing to inspire loyalty from your past clients, generate referrals, and grow your credibility in your marketplace. Keep in mind that this year's Summit is less than a week away, so make sure you watch this clip and then get your tickets today!
In this episode of the Closing Table, we're joined by Ben Shapiro, who is the Vice Chairman of Newmark's New York headquarters and is a part of the leadership team spearheading Newmark's Technology & Innovation Practice Group, a group of specialized advisors focused on the Technology, Advertising, Media and Information(TAMI)/Technology, Media and Telecom (TMT). Ben shares the importance of building a genuine professional relationship with mentors. He also talks about surrounding yourself with the best people from whom you can learn from and being hungry to do more work to get the reps in. Lastly, he shares his prediction on closing deals in the next 10~20 years. What's discussed: 1:54 - How did Ben rise in the industry? 7:32 - Does Ben follow his gut-instinct when closing deals? 8:36 - How does Ben maintain his work-life balance? 12:23 - How involved is Ben in the paperwork? 13:53 - What skills should be developed to be successful in brokerage? 15:19 - How did Ben find his mentors? 18:19 - How to approach a mentor if you are a reserved person? 20:11 - Are deals closing today different from when Ben started? Check out ProDeal: www.prodeal360.com
In this episode, the Closing Table guest, Matt Weilgus, discusses unique skills he has developed that have helped him rise in the Commercial Real Estate Industry. One of these skills includes the importance of learning to write in an effective manner and communicate efficiently through email/text. He also discusses why it's important to never sugarcoat things to your potential clients and how being a "yes man" can destroy your relationship with these clients. Matt Weilgus is SVP, Head of Originations and General Counsel for Mag Mile Capital, a commercial real estate mortgage banking firm focused on middle-market opportunities nationwide across all asset classes. Since 1/1/22 when named Head of Originations, Mag Mile Capital has closed $220MM of financings with an additional $325MM of financings signed and expected to close during Q3 2022. Prior to joining Mag Mile Capital in 2019, Matt was a practicing transactional commercial real estate attorney with such organizations as Acadia Realty Trust and Robinson & Cole after starting his career out of law school as a landlord-tenant litigator in New York City. What's discussed: 00:00 - Intro 00:00 - Who is Matt? 2:00 - Why Matt wanted to be an entrepreneur 3:30 - An important skill that helped him get to where he is now 5:00 - Why writing in effectively is so important 9:00 - The leadership skills you need to rise 15:15 - How to find a great mentor 19:00 - How to manage expectations Check out ProDeal: www.prodeal360.com
In this episode of the Closing Table, we're joined by Laura Millichap, who is the Entrepreneur In Residence at Second Century Ventures. Laura shares the importance of finding your niche, having the right people around you to be successful, and how you can't learn commercial real estate from the books – you need to be willing to make mistakes. What's discussed: 1:46 - Laura's real estate journey 2:38 - Laura in her first deal closing 3:57 - How Laura found her niche 5:02 - From underwriting deals to starting her own software company 9:31 - How Laura found her mentor 12:25 - Laura's tip for advancing one's career in real estate 13:58 - How's Laura's work at Second Century Ventures 17:12 - Book collections of Laura Check out ProDeal: www.prodeal360.com
In This Episode The landscape of real estate is changing. The days of taking a listing Thursday and having it under contract with multiple offers by Friday appear to be fading. Being a skilled listing agent is going to become a must for your business to continue to thrive. Today we talk about what a shifting means for agents that focus on listings. How to prepare your clients, How to take the listing with high competition, and How to get your listings Under Contract and to the Closing Table. Key Ideas (1:52) Working With Sellers Just Got Harder (3:56) What Are Normal Rates (5:25) Under Promise And Under Deliver (6:08) Fly Swatter Complex (8:15) Having The Price Conversation (9:58) Time To Stock Up (11:13) Price Is Everything (14:45) Predetermined Repositioning (19:50) What Happens When You Wait (22:13) Unique Ways To Market Your Listings (28:24) This Is Your Warning On Today's Episode Johnny Phillips - Host - Owner of The Phillips Team Brokered by eXp Lizzy Phillips - Host - Owner of The Phillips Team Brokered by eXp CTAs Learn More About eXp Realty Choose Johnny Phillips as Your Sponsor at eXp Let Us Know What You Want To Hear On The Show Follow Us Johnny Phillips on Instagram Facebook Lizzy Phillips on Instagram Facebook The Phillips Team Realty on Instagram Facebook Modern Real Estate Agents Network on Facebook
The Action Academy | Millionaire Mentorship for Your Life & Business
Today we are joined by another Gobundance Member, Businessman, and 14 year NBA Vet - Anthony Tolliver. Anthony has taken his mental abilities from the court and applied these skills into the business world, acquiring over 100 units and making multiple angel investments throughout his career. In this episode we talk about what it takes to not only perform at a high level, but STAY at that level.Resources:GoBundanceAre you an accredited investor and want to learn more about GoBundance?www.gobundance.comBook a call to learn more: www.calendly.com/brianluebben/grablifebigJason Drees CoachingInterested in Mindset and Business Coaching?www.jasondreescoaching.comBook a call to learn more: www.coachjasondrees.as.me/20minintrobrianluebbenConnect with Us!Facebook: www.facebook.com/ActionAcademyPodcastInstagram: www.instagram.com/actionacademypodcast@actionacademypodcastJoin our new Action Academy Text Newsletter for guest highlights, recommendations, resources, and direct access to deals: https://my.community.com/brianactionacademyOR Text ACTION TO +1 (423) 592-8486
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