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After 20 years in medical sales, Josh embraced creative real estate for freedom and financial growth. This interview covers his journey from skepticism to success, sharing lessons on avoiding mistakes, closing deals, and reaching $500K in net profits. His story proves that taking action can change your future!In this interview, you'll learn:How Josh transitioned from a 20-year career in sales to real estate investingThe personal and professional growth he gained through his journeyThe flexibility and freedom that came with his new careerThe invaluable support from the Freedom Mentor teamThe importance of taking risks and problem-solving in real estateHow having a supportive spouse can impact successWhy stepping out of your comfort zone can lead to life-changing opportunities

In this episode of Excess Returns, Justin and Jack welcome Travis Prentice from Informed Momentum Company to discuss the ins and outs of momentum investing. Travis brings nearly three decades of momentum investing experience and shares valuable insights about momentum strategies, misconceptions, implementation challenges, and how momentum can be effectively combined with other factors. This conversation offers both beginning and experienced investors a comprehensive look at this powerful investment strategy.Topics Covered:What momentum investing is and how it differs from growth investingThe mechanics of cross-sectional momentum and relative strengthCommon misconceptions about momentum strategiesHow fundamental data can enhance momentum strategiesThe significance of continuous vs. dynamic momentumPortfolio construction, sector concentration, and rebalancing approachesMomentum performance across different market caps and geographiesThe risk profile of momentum vs. value strategiesMomentum crashes - what they are and how to mitigate themTax efficiency of momentum strategiesThe impact of passive investing on momentum strategiesOptimal factor combinations for diversified portfolios

If you're a founder doing at least $3M/year in sales, check out Hampton: https://www.joinhampton.com/.Mike Brown built an oil & gas empire, scaled his net worth to nearly $20 million, but ended up cash poor, losing $1.8M in a failed bet, and borrowing money from his wife to pay taxes. Now, he's rebuilt his fortune, redefined what wealth really means, and is living a life designed around freedom, not just big numbers.Here's what we talk about:How Mike went from $2K in his bank account to making millions in oil & gas dealsThe "gold rush" mentality that led him to reinvest everything and regret itWhy he thought $100M was the magic number (it wasn't)The dangers of illiquid assets and chasing wealth at all costsLosing $1.8M on a distressed e-commerce acquisition How divorce and bad bets forced a complete financial rethinkMike's personal framework for financial freedom (12 months of liquidity, 5–7 years cash cushion, escape velocity)Why liquidity and cash flow > net worthHis full portfolio breakdown today: fixed income, oil & gas, index funds, and zero angel investingThe mindset shift: from "grow at all costs" to "invest for safety and joy"What it really feels like to sell your Lamborghini and love itHow he's building a life he never wants to retire from — and helping other founders do the sameCool Links:Hampton https://www.joinhampton.com/Lower Street https://www.lowerstreet.co/Mike's Wealth Business https://unbreakablewealth.com/Chapters:(00:00) Introduction to Mike Brown's Financial Journey(02:36) Mike's Early Life and Money Lessons(05:07) Navy to Entrepreneurship: The Million Dollar Deal(07:24) The Gold Rush: Rapid Wealth Accumulation(16:54) The Downfall: Divorce and Financial Struggles(19:23) The E-commerce Disaster: Losing It All(22:28) Rebuilding and Relying on Support(24:55) Rebuilding with Cash Flow(25:42) Lessons from Failure(27:02) Current Portfolio Strategy(28:41) Cash Flow and Investments(31:11) Financial Freedom Levels(33:53) Personal Monthly Burn and Joy(36:17) Redefining Wealth and Happiness(42:12) The Irony of Wealth(47:24) Final Takeaways and CommunityThis podcast is a ridiculous concept: high-net-worth people reveal their personal finances.Inspired by real conversations happening in the Hampton community.Your Host: Harry MortonFounder of Lower Street, a podcast production company helping brands launch and grow top-tier podcasts.Co-parents a cow named Eliza. 

Episode #170 with Stephanie Sarr Dioh, Tech and Finance Business Leader, Gender Lens Investor and Board Executive at Women's Investment Club (WIC).Stephanie SARR is driving inclusive economic transformation in West Africa through her pioneering work with WIC Capital, the first investment fund in Senegal and Côte d'Ivoire dedicated exclusively to supporting businesses led by women. As a prominent figure in gender lens investing, Stephanie draws on her extensive background in both finance and technology to help reshape the entrepreneurial landscape for African women.In this episode, we explore how WIC Capital is unlocking the full potential of women-owned and women-run micro, small and medium enterprises across the region. Stephanie takes us inside the fund's unique investment approach, which blends capital provision with tailored technical support and hands-on mentoring.What We Discuss With StephanieThe inspiration behind pursuing impact investingThe reasons behind selecting Senegal and Côte d'Ivoire as the starting points for WIC Capital's investment focus.Notable milestones and success stories from WIC Capital that highlight the impact and progress made.The methods used to evaluate both financial performance and social impact when investing in women-led businesses.The key factors and evaluation strategies used to identify high-potential businesses for investment.Did you miss my previous episode where I discuss How to Enhance Supply Chain Efficiency in Africa Through Product Digital Identity Management? Make sure to check it out!Like this show? Please leave us a review here -- even one sentence helps!Connect with Terser:LinkedIn - Terser AdamuInstagram - unlockingafricaTwitter (X) - @TerserAdamuConnect with Stephanie:LinkedIn - Stephanie Sarr DIOHDo you want to do business in Africa? Explore the vast business opportunities in African markets and increase your success with ETK Group. Connect with us at www.etkgroup.co.uk or reach out via email at info@etkgroup.co.ukSubscribe to our newsletter for exclusive content, behind-the-scenes insights, and bonus material - Unlocking Africa Newsletter

An insightful conversation with Samantha McLemore, founder and CIO of Patient Capital Management, who spent over two decades investing alongside famed value investor Bill Miller before founding her own firm in 2020.Key Topics & TimestampsEarly Influences & Career Path (03:46 - 10:45)Sam's humble beginnings and early relationship with moneyWorking from age 12 and saving money through collegeFirst investing experience with college funds in Dell Computer during the late 90sMeeting Bill Miller at college and winning the "job lottery"Investment Philosophy (10:45 - 25:45)The power of long-term compoundingThinking about stocks as ownership of real businessesLessons learned from Bill Miller: "The big money's made in the big moves"Value investing that includes growth companies at reasonable pricesLooking beyond traditional financial statementsThe Amazon Story & Jeff Bezos (25:45 - 39:45)Meetings with Jeff Bezos and his insightsThe brilliance of Bezos' long-term thinkingBezos' focus on what won't change rather than what willThe benefit of public markets - participating in others' successInvestment Strategy & Client Relationships (39:45 - 48:45)"Volatility is the price you pay for returns"The ideal client profile for Patient Capital's approachMaximizing long-term capital growth versus capital preservationThe importance of having clients who understand drawdowns are part of the processNavigating Market Volatility (48:45 - 57:45)The futility of trying to time the marketThe importance of time in the market versus timing the marketManaging stress during market downturnsDaily meditation, exercise, and journaling as stress management toolsWomen in Investing (57:45 - 61:45)Advocating for more women in investingThe power of role modelsNatural advantages women may have as investorsActive vs. Passive Investing (61:45 - 68:45)Thoughts on the rise of passive investingThe concentration of the S&P 500 in top namesHow passive could change in a prolonged sideways marketThe importance of maintaining confidence during market downturnsDefinition of Success (68:45 - end)Success as happiness, fulfillment, and being proud of contributionsBeyond financial metrics to personal satisfactionMemorable Quotes"Compounding is so powerful. It should be taught so much earlier to everyone.""Volatility is the price you pay for returns.""The big money's made in the big moves.""Loss and pain is part of the process of growth and compounding. It is what you're paid for.""If you want something, go for it. There's always a shot.""The most powerful force in markets is compounding and the long-term time horizon.""If you are happy, fulfilled, content, and proud of your contributions, that's success."Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

In this episode of The Norris Group Real Estate Podcast, host Joey Romero chats with creative finance expert Andy Teasley. They discuss Andy's journey into real estate, his passion for teaching others creative deal structures, and how investors can leverage tools like financial calculators to build win-win deals. From mobile homes to note creation, Andy shares real-world examples and strategies that highlight the power of thinking outside the traditional real estate box. Andy Teasley is a seasoned entrepreneur and real estate investor with over 40 years of experience. A passionate educator, he mentors new investors, encourages REIA participation, and publishes “The Weekly What If?” newsletter. Specializing in mobile home flipping and single-space mobile home parks, he also teaches financial calculator courses. A California native, Andy continues to invest, educate, and support the real estate community. In this episode:How Andy Teasley got started in real estate investingThe role of creativity in structuring profitable dealsThe value of financial calculators in deal analysisTips for teaching and mentoring new investorsThe power of seller financing and note creationWhy mobile homes offer untapped opportunitiesInsights from Andy's experience with investor clubs and community buildingThe Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Show

When investors think of diversifying their portfolios, the immediate thought often veers towards stocks and bonds. However, as markets evolve and become increasingly volatile, alternative investment strategies are gaining traction among savvy investors. The podcast episode featuring Thomas McPherson, led by Jay Conner, provides valuable insights into how real estate and private lending can serve as powerful tools for financial growth and stability.The Value of Private MoneyOne of the key themes discussed in the episode is the role of private money in real estate investments. Unlike institutional financing, which can be laden with complex processes and stringent requirements, private money offers flexibility and a more personal touch. Tomas McPherson emphasizes the advantages of using private funds, which often result in uncorrelated returns compared to traditional stock investments. This aspect of diversification is crucial, especially in uncertain economic times.Lukrom I Fund: A Case StudyTomas McPherson outlines the workings of the Lukrom I Fund, a private money loan fund dedicated to real estate investors. The fund is heralded for its conservative approach, aiming for consistent and reliable monthly income. With a Loan-to-Value (LTV) ratio of 52%, the fund provides a layer of safety for investors, safeguarding their interests unless the market experiences severe declines exceeding 65%.Investors in the Lukrom I Fund can expect returns between 7% to 10%, which, while modest, are stable and less prone to market fluctuations. The fund's "first loss commitment," where owners absorb losses up to $5 million, further underscores the alignment of interests between fund managers and investors.Expanding Horizons: Aggressive Lending and Opportunity ZonesBeyond the Lukrom I Fund, Thomas McPherson introduces the concept of more aggressive investment vehicles, such as the soon-to-launch Lukrom Mending Fund. These funds offer higher pay rates but also carry increased risk, suitable for investors with an appetite for bolder endeavors.Moreover, opportunity zone projects are highlighted as significant undertakings for long-term wealth accumulation. Thomas McPherson's involvement in over $100 million worth of these projects showcases the potential of strategic real estate investments. Opportunity zones provide tax benefits and encourage investments in economically distressed communities, aligning financial gain with community development.Building Trust and ConfidenceAnother intriguing discussion in the episode revolves around the psychological aspects of investing. Thomas McPherson recounts his challenging trek—a metaphor for the investment journey—emphasizing the importance of self-belief and validation from supportive networks. His advice of "gathering positive affirmation" and engaging in personal interactions rather than relying solely on digital tools resonates deeply in a world brimming with virtual connections.Educating Investors: A Shared GoalJay Conner's approach to attracting private lenders through education, rather than solicitation, was another focal point. By teaching prospects about private lending and the nuances of self-directed IRAs, investors are empowered with knowledge that shapes their financial journeys.Both Thomas McPherson and Jay Conner stress the importance of relationships based on trust. Personal connections, whether established through investor dinners, unique networking strategies, or shared interests, form the backbone of successful investing. This emphasis on relationship-building is integral to sustaining long-term partnerships.Conclusion: Embrace the New Era of InvestingThe insights shared by Thomas McPherson and Jay Conner are not just about embracing alternative investments but also about reshaping how we think of risk, trust, and community involvement in our

 In this episode of The Norris Group Real Estate Podcast, host Joey Romero sits down with Andy Teasley to discuss creative financing strategies, investment opportunities, and the current state of the real estate market. Andy shares his insights on how investors can adapt to market shifts, leverage seller financing, and build long-term wealth through real estate. Whether you're a seasoned investor or just starting, this conversation provides valuable knowledge to help you navigate today's evolving market. Andy Teasley is a seasoned entrepreneur and real estate investor with over 40 years of experience. A passionate educator, he mentors new investors, encourages REIA participation, and publishes “The Weekly What If?” newsletter. Specializing in mobile home flipping and single-space mobile home parks, he also teaches financial calculator courses. A California native, Andy continues to invest, educate, and support the real estate community. In this episode:Andy Teasley's background and experience in real estate investingThe importance of creative financing strategiesHow to leverage seller financing in today's marketKey market trends and their impact on investorsAdvice for new and experienced real estate investorsCommon mistakes to avoid when structuring dealsPredictions for the future of real estate investingThe Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Show

Today we share the final episode of our Basis Points launch series. Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve.We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. Head to the Equity Mates website here and complete the CPD Quiz for this episode. We'll then email you your certificate.----------Today we're joined by two guests from Cboe Australia: Emma Quinn (President, Cboe Australia) and Oran D'Arcy (Head of Listings, APAC)We speak to Emma and Oran about:Cboe Australia's role in Australia's financial marketsThe rise of ETFs and where Australians are investingThe trends Cboe have witnessed overseas that they're seeing come to Australia.----------This episode has been sponsored by Cboe Australia.If you would like to learn more about Cboe Australia and subscribe to their monthly Australian ETF Report, head to: cboe.com/fundsreportThank you to Cboe Australia for helping us keep all of our content free and accessible.----------Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube----------In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ----------Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.----------Cboe Australia is the holder of an Australian Markets Licence to operate a financial market in Australia. This information is provided for informational purposes only. It does not take into account the particular investment objectives, financial situation, or needs of any individual or entity. Under no circumstances is it to be used as a basis for, or considered as an offer to, become a participant of or trade on Cboe Australia or undertake any other activity or purchase or sell any security, or as a solicitation or recommendation of the purchase, sale, or offer to purchase or sell any security. Hosted on Acast. See acast.com/privacy for more information.

We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points.Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve.We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. Head to the Equity Mates website and complete the CPD Quiz for this episode. We'll then email you your certificate.----------The global opportunity set for investors is massive. And yet, so much of our attention focuses on such a narrow section of one market. Today's guest wants us to break out of our bubble and explore the full global opportunity that we have before us.Today we're joined by Alexander Whight, Portfolio Manager and Head of Global Equities at Milford.We speak to Alexander about:Separating the signal from the noise is such a noisy marketAlexander's investment process: from uncovering new ideas, research to investingThe best uses of AI tools for stock researchTwo companies Alexander is finding interesting at the moment: API Group (NYSE: APG) and Aramark (NYSE: ARMK)----------This episode has been sponsored by Milford.If you'd like to find out more about what Milford can do for your clients, check out milfordasset.com.au.To learn more and before you invest, be sure to read the Milford Funds Product Disclosure Statements and Target Market Determinations at milfordasset.com.au. 'Milford' in this podcast refers to Milford Australia Pty Ltd ABN 65 169 262 971 (AFSL 461253), which was formerly known as Milford Asset Management in Australia.Thank you to Milford for helping us keep all of our content free and accessible.----------Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube----------In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ----------Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points.Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve.We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. If you're an adviser looking to claim CPD points for this episode, head to the Equity Mates website here and complete the CPD Quiz for this episode. We'll then email you your certificate.----------Everyone can talk-the-talk when it comes to diversification. But are our portfolios walking-the-walk? Today's guest doesn't think so.Today we're joined by Adam Bajcarz, Head of Portfolio Management at Apt Wealth.In this episode we focus on:Apt Wealth's investment philosophy and rules of portfolio constructionWhere Adam believes many advisers are getting diversification wrongHow the investment team at Apt Wealth assess fund managersAdam's 5 P's of investingThe emerging asset classes that Adam is seeing more of in Australia----------Basis Points would not be possible without the support of our three launch partners:Orbis Investments - Invest differentlyMilford - Invested in the outcomeCBOE - Local market, global opportunitiesThank you to all three partners for helping us keep all of our content free and accessible.----------Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube----------In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ----------Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Send us a textNature will carry on with, or without us; on our current trajectory, will the human race do the same?Eoin Murray isn't so sure, which is why he's come to be a visionary in sustainable investing, nature finance and biodiversity strategies, all while creating opportunities for others to carry the torch.He balances profit with purpose, capitalism with conservation, and we've much to learn from his experiences, lessons, and bold visions for the future - so join us on this future-focused, extremely human episode of Extrology.Lee and Eoin discuss:Eoin's purpose-led journey into sustainable investing and nature financeThe importance of continuous learning, reflection and mindfulness in investment and business decisionsChallenges and opportunities in nature investingThe role of serendipity, mentors, and being at the right place at the right time in shaping a successful careerEoin's commitment to creating opportunities for those able to make more impact than himselfThe fundamental economic shift we need in order to properly value natureEoin Murray: https://www.linkedin.com/in/eoin-murray-2164787/Rebalance Earthhttps://rebalance.earth/https://www.linkedin.com/company/rebalance-earth/Get in touch: lee@extrology.comExtrology: https://www.extrology.com/https://www.instagram.com/extrologypodcast/https://www.tiktok.com/@extrology Lee Cooper: https://www.linkedin.com/in/leecooperrecruiter/

Ron Levin is the Managing Partner at Alumni Ventures, the most active venture capital firm in the US. Hector spoke to Ron to discuss his journey from entrepreneur to investor and his insights on scaling ventures and building impactful companies.Ron shares his fascinating career story, from organising trading card shows as a teenager to founding the travel-tech unicorn TravelPerk and eventually joining Alumni Ventures, where he leads their dedicated Seed Fund. The conversation dives into:Ron's unique career trajectory, blending tech, travel, and entrepreneurshipFounding TravelPerk and the lessons learned from pivoting earlyAlumni Ventures' innovative model and how they empower founders while co-investingThe importance of serendipity, curiosity, and acting on opportunities in building a careerHis philosophy on investing for impact and solving big societal problemsThis episode is packed with wisdom and actionable advice for founders, investors, and anyone interested in venture capital and entrepreneurship.Don't forget to like, subscribe, and follow The Riding Unicorns podcast on your favourite platform and stay connected with us on social media for more inspiring episodes!

In this episode of Building Wealth Through Commercial Real Estate, we're joined by the insightful Mike Zlotnik, host of The Big Mike Podcast. With years of experience in the real estate investment world, Mike shares:His inspiring journey into commercial real estate investingThe pivotal steps he took to start and scale his investment portfolioInsights into The Big Mike Podcast and how it educates and inspires aspiring investorsTune in to hear Mike's expert advice and practical tips for those looking to grow their wealth through commercial real estate. Whether you're a seasoned investor or just starting out, this episode is packed with valuable insights!

As our expected lifespans increase, so does the complexity of long-term financial planning. In this episode, we explore how societal shifts, like extended careers and aging demographics, influence our financial goals. Carl Stick, co-manager of the Rathbone Income fund, gives his insights into the vital role of dividends, the importance of compounding, and how companies are embracing older workers. Carl and Darius also discuss the evolving opportunities in sectors like healthcare and pharmaceuticals, where innovation meets the challenges of longevity. Whether you're planning for retirement or considering the future impact of aging populations, this episode offers a timely perspective to help you navigate your financial planning.What's covered in this episode: The impact of increasing longevity on investing goalsHow aging workforces affect global economies, pension schemes, and healthcare systemsCompanies actively recruiting older workersCompanies offering apprenticeships for those over 50The importance of finding purpose in later-life workThe role of dividends in long-term investment growth and income flexibilityWhy it's never too late to start investingThe influence of demographic shifts in Japan and China on workforce dynamicsA focus on industries like pharmaceuticals and healthcareKey investment themes linked to longevityMore about the fund: The Rathbone Income fund gives investors exposure to a concentrated portfolio of companies with high quality and visible earnings. The managers are unconstrained in terms of sector weightings and are able to fully express their market views with the portfolio positioning. The fund usually consists of between 30 and 50 holdings. It invests predominantly in UK equities (80% or more), while up to 20% of the total may be held in cash and overseas equities.Learn more on fundcalibre.comPlease remember, we've been discussing individual companies to bring investing to life for you. It's not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre's research methodology and are the opinion of FundCalibre's research team only.

Have you ever considered looking for another avenue to create a more stabilized business in real estate? Then, join us for this week's episode with John Cascarano and his journey to building his expertise in RV parks!John tells us how he achieved massive growth in RV parks and campgrounds, his ways to identify possible opportunities in this asset class, the significance of building a team and systemizing operations, and more. Keep tuning in for more valuable investing strategies!Key Points & Relevant TopicsJohn's background in commercial real estate law before he transitioned into RV park investingThe reason why it's difficult to build new mobile home parksHow John started investing in RV parks and the most challenging part of acquiring his first dealThe RV park's potential income and scalabilityWhy it's important to consider location when investing in RV parksHow to evaluate opportunities and do due diligence in RV parksThe capital raising side of buying multiple RV parksMaintaining business growth in times of multiple projectsJohn's insights into the RV market and his future goals in real estateResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout John CascaranoJohn is the founder of Blue Metric Group, a private equity firm specializing in the acquisition and operation of RV parks and campgrounds. He is an experienced attorney, brand founder & entrepreneur. John has founded or co-founded multiple companies and served in various roles from CEO to Counsel. He formerly practiced law at an AmLaw 100 firm as a commercial real estate lawyer. John earned his BA degree in English from Duke University in 2001 and his JD from the University of Michigan Law School in 2004. John is a member of the State Bars of Tennessee and Georgia. John is also active in Entrepreneurs' Organization in the Nashville chapter.Get in Touch with JohnWebsite: https://www.bluemetricgroup.com/ Email: john@bluemetricgroup.com To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Join us in this episode as we explore Ashley Wilson's journey from house flipping to multifamily investing! Listen in as she delves into the critical role of knowing the construction space and its impact on the success of a multifamily business, the power of networking and connecting with people, and building generational wealth through multifamily investments.Key Points & Relevant TopicsAshley's transition from corporate America into real estate investingWhy Ashley decided to shift her investment strategy from flipping and house hacking to multifamily investingBenefits of having a background in constructionHouse flipping vs. multifamily investingThe importance of creating partnerships and building networks in commercial real estateSteps to efficiently handle and deal with construction projectsHow to communicate with insurance providers effectivelyManaging contingency plans, budget allocation, and reservesResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Ashley WilsonAshley Wilson, is the Co-Founder of Conference Connect, Founder and CEO of Bar Down Investments, LLC, Co-Founder of Apartment Addicts & Co-Founder of HouseItLook, LLC, Best Selling Author of The Only Woman in the Room, Knowledge and Inspiration from 20 Women Real Estate Investors, a regular contributor to RENT magazine and has hosted several BiggerPockets multifamily series.  She started investing in real estate in 2009 and has been involved in over $165 million in transactions and managed over $13 million in construction, within both single and multifamily, across over 1,500 units. In addition to operating her own investments, Ashley provides consulting and mentorship to other operators and investors.  Ashley graduated on the Dean's List from Colgate University and then received a Masters in Leadership Development from Penn State University, where she was inducted into the Beta Gamma Sigma Honor Society. Ashley is a certified Six Sigma Lean Professional (SSLP) and a certified NAA Independent Rental Owner Professional (IROP). Today Ashley serves on the Penn State Real Estate Board, the Co-Chair of her alma mater, Colgate University, and a Montgomery School Board of Trustee. Outside of real estate she enjoys spending time with her family and competing her horses in the hunter-jumpers. Get in Touch with AshleyWebsites    www.BarDownInvestments.com   www.ApartmentAddicts.com    www.HouseItLook.com  www.ConferenceConnect.com Social MediaInstagram: @badashinvestor  Facebook: Badashinvestor  Youtube: BadAsh Investor  Linkedin: Ashley Wilson  To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Welcome to the Movers and Shakers Podcast! In this episode, Gino Barbaro chats with Lane Babin, a former environmental consultant turned real estate investor. After spending 17 years in corporate, Lane took a life-changing plunge into real estate in 2021. Fast forward three years, and he's amassed 55 single-family rentals, taken on a GP role for a 77-unit multifamily project, and has become a beacon of motivation for those looking to achieve financial independence.Together, Lane and Gino delve into Lane's journey, starting from his very first spark of inspiration (spoiler: it involved a fishing boat sacrifice!) to his unique “Buy Right, Manage Right, Finance Right” strategy that helped him make big moves in single-family and multifamily spaces. Lane talks openly about the challenges, his mindset shift after reading Rich Dad, Poor Dad, and the pivotal moment when his wife's support became his greatest asset.Key Moments Covered:Lane's career shift from consulting to full-time real estate investingThe inspirational mindset shift and support system behind his successLane's proven single-family investment strategiesHow Lane's early deals laid the groundwork for a multifamily futureInsights on balancing family, business, and personal growthChapters:00:00 - Introduction 00:52 - Lane's Career Shift to Real Estate 02:34 - How a Mindset Shift Transformed Everything 04:34 - Winning Family Support for a New Dream 08:45 - Balancing Single Family and Multifamily Investments 09:54 - Applying the Buy Right, Manage Right, Finance Right Framework 13:16 - The Role of Long-Term Financing in Real Estate 17:28 - Scaling Up with Mentorship and Support 19:03 - The 77-Unit Multifamily Deal 25:28 - Goals for the Next 3-5 Years 27:27 - Gino Wraps it UpThis episode is packed with actionable insights for aspiring investors and anyone seeking a path to financial freedom. Grab your earbuds and get ready for an inspiring conversation that might just change your perspective on real estate!Connect with Lane:Facebook: facebook.com/lane.babinPhone: 337-602-8881Website: selltobpp.comSubscribe for more success stories and real estate insights We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

Since the rapid rise in interest rates over the past few years, fixed income has come back into the spotlight. As the Federal Reserve begins cutting interest rates, retirement plan advisors might now be wondering how this shift will impact core bond and core plus bond portfolios.To find out, we speak with Matt Brill, CFA, Head of North America Investment Grade Credit and Senior Portfolio Manager for Invesco Fixed Income. He'll walk us through the basics of core bond and core plus bond portfolios, how the Fed's intended “soft landing” will impact these sectors, and also highlight some of the fixed income opportunities that are most favorable for fixed income investors right now.Key InsightsDue Diligence on Bond Funds: Fiduciaries should consider fees, performance against benchmarks, and the level of risk when assessing core and core plus bond funds. A balance between risk and stability is crucial to avoid bond portfolios behaving more like equities.Impact of Fed Rate Cuts: The Federal Reserve's decision to cut interest rates is expected to benefit bond funds, making it easier to add bonds to portfolios and improve credit assets' performance, such as high yield and emerging markets.Core vs. Core Plus Bonds: Core bond portfolios consist of highly liquid, lower-risk assets like treasuries, while core plus portfolios include higher-risk options, such as emerging markets and high-yield bonds, offering higher returns but also greater risk.Not a Deposit | Not FDIC Insured | Not Guaranteed by the Bank | May Lose Value | Not Insured by any Federal Government AgencyBefore investing, investors should carefully read the prospectus and carefully consider the investment objectives, risks, charges and expenses. For this and more complete information about the fund(s), investors should ask their financial professionals for a prospectus or visit invesco.com/fundprospectusPast performance does not guarantee future results. An investment cannot be made into an index.All data provided by Invesco unless otherwise noted.Before investing, consider the Fund's investment objectives, risks, charges and expenses. Visit invesco.com/fundprospectus for  a prospectus/summary prospectus containing this information. Read it carefully before investingThe risks of investing in securities of foreign issuers, including emerging markets, can include fluctuations in foreign currencies, political and economic instability, and foreign taxation issues.Active trading results in added expenses and may result in a lower return and increased tax liability.The risks of investing in securities of foreign issuers, including emerging markets, can include fluctuations in foreign currencies, political and economic instability, and foreign taxation issues.Junk bonds have greater risk of default or price changes due to changes in the issuer's credit quality. Junk bond values fluctuate more than high quality bonds and can decline significantly over a short time.As with any comparison, investors should be aware of the material differences between active and passive strategies. Unlike passive strategies, active strategies have the ability to react to market changes and the potential to outperform a stated benchmark. Other differences include, but are not limited to, expenses, management style and liquidity.  Investors should consult their financial professional before investing.Invesco Distributors, Inc.

In this episode, Kathy and Liz Ann open by discussing the implications of the recent rate cut by the Federal Reserve, focusing on the labor market and upcoming economic indicators. They explore how the rate cut may affect various economic sectors, including borrowing rates and consumer spending. They also highlight the importance of under-the-surface labor market data in predicting future Fed actions.Liz Ann Sonders, Schwab's Chief Investment Strategist, interviews Doug Ramsey, Chief Investment Officer of the Leuthold Group. They discuss the implications of the Federal Reserve's easing cycle on the economy, focusing on labor market dynamics, employment indicators, and the current state of the equity market. They analyze the recent bull market, its origins, and the potential for emerging leadership in various sectors, while also addressing the significance of the yield curve and market valuations.Finally, Kathy and Liz Ann offer their outlook for next week's economic data and indicators.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investingThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Investing involves risk, including loss of principal.Futures and futures options trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to trading futures products.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.Tens/Twos or 10s/2s refers to the spread between the 10-Year Treasury maturity rate minus the 2-Year Treasury maturity rate. The rates are comprised of Market Matrix U.S. Generic spread rates (USYC2Y10).  This spread is a calculated Bloomberg yield spread that replicates selling the current 2-year U.S. Treasury Note and buying the current 10-year U.S. Treasury Note, then factoring the differences by 100.(0924-V45J)

Let's dive in for another meaningful conversation about giving value to people and solving affordable housing problems through mobile homes and manufactured housing communities!Today, Sam Hales will help us realize the power of investing in mobile home communities for investors and residents, the hardest lesson he learned from investing in a fund model, and the current state of the mobile home space that future investors should know!Key Points & Relevant TopicsHow Sam discovered a fund model and transitioned into investing in mobile home communities and affordable housingThe importance of having a decision-making ability in an investment or business strategyReasons why Sam decided to pursue the mobile home community over single-familySam's insights on the future of the mobile home space The two most important things new investors should consider before entering mobile home community investingThe current supply and demand for mobile home communities and affordable housingSam's long-term goals and focus in the mobile home spaceResources & LinksRobert Kiyosaki's booksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Sam HalesAs a Private Equity Real Estate fund manager with $360 million in assets under management, Sam could bring value to your show by sharing the insights he has garnered in his 15 years of real estate and management experience in distressed asset workouts, land developments, redevelopment,  lease options, single family and mobile home communities. He has also touched nearly every CRE asset class including: industrial, office, hospitality, single, and multifamily. Sam founded the Saratoga Group in 2011, which focuses exclusively on the purchase, revitalization, and operation of Mobile Home Communities—a niche that sets Sam apart in the real estate landscape. Sam's passion lies in the Mobile Home asset class, which he views as a crucial solution to today's housing affordability crisis. Get in Touch with SamWebsite: https://www.saratogagroup.com/ LinkedIn: Saratoga Group To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

An extraordinary interview with Ryan Chaw, the young real estate entrepreneur who achieved financial freedom at the age of 28 through his innovative ""Room Hacking"" strategy. In this episode, we delve into the details of his unconventional approach and learn how he was able to build a substantial real estate portfolio while living a minimalist lifestyle.Ryan Chaw shares his insights on:The concept of ""Room Hacking"" and how it differs from traditional real estate investingThe challenges and rewards of living a minimalist lifestyleStrategies for finding and acquiring affordable propertiesMaximizing rental income and minimizing expensesBuilding a sustainable real estate businessWhether you're a budding entrepreneur, a real estate enthusiast, or simply looking for inspiration to achieve your financial goals, this interview offers valuable insights and practical advice. Don't miss this opportunity to learn from one of the most innovative minds in the real estate industry.#realestate #investment #successstory #RyanChaw #roomhacking #financialfreedom [Add other relevant hashtags]. Ryan Chaw is a real estate investor who has a great story to share and words of wisdom to impart for both beginning and veteran investors alike, so grab your pen and paper, buckle up and enjoy the ride. Want to become financially free through commercial real estate? Check out our eBook to learn how to jump start a cash flowing real estate portfolio here https://www.therealestateinvestingclub.com/real-estate-wealth-book  Enjoy the show? Subscribe to the channel for all our upcoming real estate investor interviews and episodes.  ************************************************************************  GET INVOLVED, CONNECTED & GROW YOUR REAL ESTATE BUSINESS  LEARN -- Want to learn the ins and outs of real estate investing? Check out our book at https://www.therealestateinvestingclub.com/real-estate-wealth-book  PARTNER -- Want to partner on a deal or connect in person? Email the host Gabe Petersen at gabe@therealestateinvestingclub.com or reach out on LinkedIn at https://www.linkedin.com/in/gabe-petersen/  WATCH -- Want to watch our YouTube channel? Click here: https://bit.ly/theREIshow  ************************************************************************   ABOUT THE REAL ESTATE INVESTING CLUB SHOW   Hear from successful real estate investors across every asset class on how they got started investing in real estate and then grew from their first deal to a portfolio of cash-flowing properties. We interview real estate pros from every asset class and learn what strategies they used to create generational wealth for themselves and their families. The REI Club is an interview-based real estate show that will teach you the fastest ways to start and grow your real estate investing career in today's market - from multifamily, to self-storage, to mobile home parks, to mix-use industrial, you'll hear it all! Join us as we delve into our guests career peaks and valleys and the best advice, greatest stories, and favSend us a textInterested in becoming a passive investor in one of our projects? Kaizen Properties, is looking for passive investors for our upcoming deals. We invest in what are known as “recession resistant assets”: self storage, MH & RV parks, and industrial properties. If you are interested, go to the website and click on the “Invest with Us” button at the bottom of the page.Support the show

We're excited to feature this week's guest, Rebekah Taylor, and her expertise in passive investing as a limited and general partner!Rebekah talks about how she started her journey from tech to real estate investing, built her skills in multifamily syndications, and now helps other investors grab the same opportunities from the multifamily space! Key Points & Relevant TopicsRebekah's journey from the tech industry to real estate investing and syndicationsHow Rebekah started to realize the power of transitioning to real estate investingThe importance of making smart financial decisions, assessing your priorities, and making strategic action plansRebekah's current focus and goals in real estateInsights on the current situation of the multifamily market and opportunities from assisted livingWhy track record is important when looking for a partner in real estate and vetting potential partnersRebekah's advice for aspiring passive investorsResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Rebekah TaylorRebekah is a 3rd generation real estate professional. She and her husband bought their first rental in 2012 while she was working in the tech industry where she spent 10 years as a sales/marketing professional. They built a portfolio, and she eventually left a 6-figure income to pursue her passion for real estate full-time. She became a realtor in Lynchburg, VA where they live with their three kids.  Rebekah has worked for two different firms as their Director of Investor Relations, and has invested in both singular assets and fund of funds. Her portfolio consists of 437 units as a LP, 220 units as a GP, a strategic partner in a 125-bed assisted living facility, and 225 properties in a fund-of-fund. Rebekah and her husband also have a portfolio of their own properties in Lynchburg. They provide funding for small businesses/flippers and they're always looking for ways to make their money work for them. They created Taylored Investments to help individuals reach their financial goals, and have more time freedom to enjoy life with the people they love. Taylored Investments identifies, analyzes, and acquires income generating real estate assets so our investors make money while they sleep. She holds a B.S. in Public Relations and a MBA from Liberty University.  In her free time, she enjoys being outdoors, exercising, reading, and traveling the world with her family (she's been to 30+ countries). They are active in their church and enjoy serving. Get in Touch with RebekahWebsite: https://tayloredinvestments.co/ LinkedIn: Rebekah Taylor, MBATo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Welcome back to the Jake and Gino Podcast! In this episode, we're thrilled to have Michael Zuber, the author of One Rental at a Time, join us to discuss his incredible journey from a W2 employee to achieving financial freedom through real estate. Michael shares his story of walking away from a successful sales career, the challenges he faced, and how he built a real estate portfolio that allowed him to retire at 45.We dive into the realities of the real estate market, discuss strategies for navigating today's high interest rates, and talk about why bigger isn't always better when it comes to investing. Whether you're just starting out or are an experienced investor, this episode is packed with insights and advice that will help you on your journey to financial independence.Key Topics Covered:Michael Zuber's transition from a W2 career to full-time real estate investingThe importance of having a mission and a plan when quitting your jobHow Michael navigated the 2008 financial crisis and what he predicts for the future marketThe significance of focusing on quality over quantity in real estate investmentsStrategies for managing and growing a real estate portfolio in today's economic climateConnect with Michael Zuber:YouTube: One Rental at a TimeInstagram: @onerentalatatimeBook: One Rental at a TimeDon't forget to Like, Subscribe, and hit the notification bell so you don't miss any of our future episodes!#RealEstateInvesting #FinancialFreedom #OneRentalAtATime #JakeandGino #InvestingTips We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

How can you leverage community-driven real estate investments to achieve financial freedom and mitigate risks?In this episode, Yonah sits down with real estate investor Brian Davis to share his journey from a hard money lender to co-founding Spark Rental. Brian delves into his early missteps, the impact of the 2008 financial crisis, and his eventual pivot to passive real estate investments and syndications. He reveals the intricacies of managing an investment club that democratizes access to high-return real estate deals, providing valuable lessons on financial independence, diversification, and the power of community in investing.[00:01 - 07:14] The Accidental InvestorStarting a career in real estate with no prior knowledgeHard money lending provided Brian with insights into real estate investingThe mid-2000s real estate boom[07:15 - 14:12] A Real Estate Wake-Up CallWhat can lead to negative cash flow during economic downturnsWhy Brian was forced to rethink his investment strategiesPivoting to a job with an e-commerce company helped Brian learn new skills[14:13 - 21:16] From Landlord to InvestorSelling off non-performing properties can be a strategic moveTransitioning to teaching real estate investing and property managementRealizing the need for passive investment strategies and co-investing[21:17 - 28:06] The Birth of Spark RentalBuilding an investment club to democratize access to real estate syndicationsEmphasizing inclusivity by accepting non-accredited investorsLeveraging community knowledge for better investment decisions[28:07 - 35:29] Living Abroad and Investing at HomePros and cons of living overseas while running a U.S.-based businessThe importance of maintaining industry connectionsBalancing personal life and business in a foreign country Connect with Brian:LinkedIn: https://www.linkedin.com/in/g-brian-davisEmail: brian@sparkrental.com LEAVE A 5-STAR REVIEW by clicking this link.WHERE CAN I LEARN MORE?Be sure to follow me on the below platforms:Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.LinkedInYoutubeExclusive Facebook Groupwww.yonahweiss.comNone of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.Tweetable Quotes:"We believe everyone should have the opportunity to invest and grow their wealth."- Brian Davis"Investing as part of a community allows you to benefit from the collective experience and insights of the entire group." - Brian DavisSupport the Show.

Have you ever thought real estate can be the best asset to set your retirement goals and life vision? We're excited to have Christopher Borden as we're heading into achieving another milestone for this podcast show!Chris tells us about his strong background in the corporate industry, his transition to real estate, particularly in note investing, and bringing his desires for his family into reality through this business!Key Points & Relevant TopicsChris' extensive background in the corporate world, his decision to move from Hawaii to Utah, and his transition to real estate investingThe power of networking in seeing different opportunitiesChris' process for visualizing his family's future and goalsNote investing and its role in setting and achieving goalsEffectively determining an asset's return and risk profile Hedging against the impact of the changing real estate environment and market volatilityWays to get educated and learn about real estate investingResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Christopher BordenChris Borden is a seasoned C-Suite executive with over 25 years of experience in operational, financial, marketing, and commercial real estate strategies. As a proud father, grandfather, and husband, Chris has built a strong foundation of family values, which he integrates into his business endeavors. Originally from Hawai'i, Chris held the position of President of the state's second-largest retail food chain and served as Vice President and CMO of its parent company. Under his leadership, the company experienced consistent growth, with most years achieving mid double-digit net profit growth. Chris and his team received numerous awards and honors, and in 2019, Forbes named him a top 10 employer in Hawai'i. In 2021, Chris and his wife made the decision to transition from their W2 careers and relocate from Hawai'i to Utah to be closer to their children and grandson. They founded and currently manage six businesses centered around real estate investing, with a focus on commercial properties. In addition, they are founding partners of two 501(c)(3) non-profit organizations aimed at providing education and economic growth opportunities in underserved countries. With a strong emphasis on adding value and identifying opportunities for greater returns, Chris has quickly established himself as a force in the commercial real estate investment sector. In a short period, he has personally transacted over $14 million in investment debt loans and expanded into large commercial investments as a General Partner of four separate properties totaling 507 units with a combined value over $100 million. Chris' passion for real estate investing and commitment to delivering exceptional results have earned him a reputation as a reliable and trustworthy partner in the industry. His dedication to staying informed of market trends and ability to adapt to changing conditions have contributed to his continued success in the commercial real estate investment landscape. Get in Touch with ChristopherWebsite: https://risecapitalinvestments.co/ LinkedIn: Christopher BordenTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Today's guest is Jennifer Wu, Chief Global Sustainable Investing Strategist at J.P. Morgan Asset Management.Jennifer has extensive experience in sustainable investing, and in today's episode we focus on sustainable investing from the perspective of J.P. Morgan Asset Management and how they assess financially material factors to then incorporate into their core strategies. We also get some practical advice from Jennifer about how we can incorporate ESG criteria into our own portfolios.In today's episode we cover: Jennifer's background in markets and sustainable investingThe evolution of sustainable investing over the past decade, and the trends shaping the futureThe difference between sustainable investing and ESGThe core ingredients that define sustainable investing strategiesThe power of engagement, through the lens of a case studyHow J.P. Morgan Asset Management are planning on meeting net zero by 2050The challenges of a lack of standardised definitions and criteria in sustainable investing—------Have an investing question?Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant more Equity Mates?Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just Invest—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Start your week by learning new strategies to start your real estate investing journey! In this episode with Marc Kuhn, he shares some recommendations on what to do and avoid to succeed as an entrepreneur, his diverse real estate portfolio, the benefits of investing in self-storage, and more. Key Points & Relevant TopicsMarc's life working for his father and eventually running his own businessMarc's advice for new entrepreneurs to succeed in starting a businessThe importance of asking for help and being open to working with peopleReasons to add self-storage to your investment portfolioMarc's current focus and his passion for educating people about real estate investingThe current state of commercial real estate and the value of having an effective exit strategyResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Marc KuhnMarc Kuhn started his construction career in 1994 with his dad. He started at $1 per hour and got a $1 raise every year as he worked for his dad's construction company. In 2010, he left his hourly job with $2,500 in his bank account. he started his entrepreneurial path and opened MAK Construction his first business. He has grown the construction company to over $25 million a year. They develop commercial projects both 3rd party and investment projects for their investors. Since 2018, they have added over 200 units in the Midwest. The benefits of real estate have given him the freedom of time. his goal is to help investors reach financial freedom through real estate. Today, he owns and operates three successful companies that do eight figures a year. Get in Touch with MarcWebsite: https://www.makconstructiongf.com/ / https://www.marckuhn.io/LinkedIn: Marc Kuhn YouTube: Marc KuhnNewsletter: https://marckuhn.substack.com/ To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Today, Chad King joins us to discuss his success in flipping and wholesaling before transitioning into multifamily investing, how he made it possible to go from active to passive, and the strategies that make him continuously win deals in today's market.Whether you're an active or a passive investor, tune in to this episode to learn more!Key Points & Relevant TopicsWhy did Chad start his real estate investing journey as a flipper?Chad's strategies for building his deal flow in flipping and wholesalingThe point where Chad decided to shift from active flipping and wholesaling to passive multifamily investingThe multifamily space in 2024 and the effect of politics on real estateSecrets to winning deals and Chad's insights on alternative investments Why it's important to be conservative in rent projections and underwritingThe power of passive income in living a life of freedomResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Chad KingFrom the onset, Chad was interested in understanding wealth/money. This quest to understand money led Chad to get finance and accounting degrees from Florida State University. Sadly, college didn't teach the individual how to acquire wealth for themselves, only how to work for others.  After college, Chad took a job at Xerox selling copiers door to door, understanding that salespeople could control their own income. He mastered the game, becoming the number one producer in new business at Xerox in just his second year. Chad was simultaneously studying successful individuals who had achieved tremendous wealth and prosperity. He noticed a common theme amongst them—real estate. With an amazing woman by his side, Chad jumped into real estate full-time, and Titan Capital was born. Starting out in the wholesale/fix&flip space Chad has completed over 400 flips in his career. Apartments were always the end goal and Chad was able to take his active income from flipping and began acquiring commercial real estate.  Titan Capital Group is all about creating and preserving wealth. As well as taking care of our tenants, properties, and investors. We seek direct investment opportunities in appreciating, cash-flowing multifamily real estate. Titan Capital purchase value-add assets below replacement cost, allowing us to create equity upside. We then employ operational and management strategies to create stable, maximized returns over the life of the project and upon disposition. Chad has purchased 24 commercial real estate properties, completed 14 syndications, and has taken 10 projects full cycle. With an average IRR of 28% to investors. We are fortunate to have selected good properties with sound debt options and has never had to complete a capital call on any projects.Titan Capital currently operates $122,000,000 in multifamily real estate with majority being in Middle Tennessee. When he's relaxing, you can catch Chad on the golf course or hanging out with his incredible family. Get in Touch with ChadWebsite: https://titancapitalgroupllc.com/ Instagram: @mrchadkingFacebook: Chad KingTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Markets remain uncertain, but sitting down with top industry insiders can help clear the uncertainties.In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, are joined by Jeremy Schwartz, Global Chief Investment Officer at WisdomTree Asset Management. Together they engage in a rich conversation on the current state of global markets, the impact of inflation, tech stocks, the future of interest rates and more!Jeremy discusses: His journey with Professor Siegel and the inception of WisdomTree Asset ManagementThe nuances of currency valuation and the implications for international investingInsights into the Japanese market, Warren Buffett's investment strategies, and the potential of India as an investment destinationThe competitive landscape of China's market and the tactical considerations for investorsThe potential for AI to revolutionize productivity and its long-term implications for the economyThe importance of real-time data in understanding economic indicators like inflation and housing costsThe influence of tech companies on market indices and the broader implications for sector-based investingThe future of interest rates and the debate between market expectations and Federal Reserve projectionsAnd more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Jeremy Schwartz: LinkedIn: Jeremy SchwartzX: Jeremy SchwartzConnect with Ryan Detrick: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu VargheseAbout Our Guest:Jeremy Schwartz has served as our Global Chief Investment Officer since November 2021 and leads WisdomTree's investment strategy team in the construction of WisdomTree's equity Indexes, quantitative active strategies and multi-asset Model Portfolios. Jeremy joined WisdomTree in May 2005 as a Senior Analyst, adding Deputy Director of Research to his responsibilities in February 2007. He served as Director of Research from October 2008 to October 2018 and as Global Head of Research from November 2018 to November 2021. Before joining WisdomTree, he was a head research assistant for Professor Jeremy Siegel and, in 2022, became his co-author on the sixth edition of the book Stocks for the Long Run. Jeremy is also co-author of the Financial Analysts Journal paper “What Happened to the Original Stocks in the S&P 500?” He received his B.S. in economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Jeremy is a member of the CFA Society of Philadelphia.

Want to learn how to stand out in the vacation and short-term rental space? We've got the right guy for you in this episode, Karan Narang!Karan joins us to give tons of value through his mastery of vacation rental investing, how to succeed in this game despite its demand in the market, the significance of having effective systems and processes in place, and more things you should know about short-term rental!Key Points & Relevant TopicsReasons why Karan likes vacation and short-term rental investingThe power of short-term and vacation rentals in offsetting taxes3 great markets for short-term rental investingThe 5 pillars of success in short-term rentals and Karan's advice to stand out from the competitionVacation Rental Mastery: Its programs and what they do for studentsCultivating your mindset to grow and be resilientThe importance of building systems and processes in managing short-term rentalsKaran's perspective on the state of short-term and vacation rentals in today's marketRecommendable systems and tools for short-term rentalsImportant metrics to consider when investing in vacation rentalsResources & LinksPodcast: The Vacation Rental MasteryApartment Syndication Due Diligence Checklist for Passive InvestorAbout Karan NarangKaran is a vacation rental investor, property manager, and coach with over two decades of professional experience. He is the founder of VacationRentalMastery.com, a coaching platform dedicated to cultivating success in the vacation rental market. Karan's keen eye for profitable opportunities has consistently maximized returns for property owners, thanks to his meticulous approach to property selection and his deep understanding of market dynamics. As the driving force behind VacationRentalMastery.com, Karan empowers aspiring vacation rental professionals with the tools and knowledge needed to thrive. He offers personalized coaching that covers investment strategies, property management best practices, and the latest market trends, helping his clients navigate the complexities of the vacation rental market with confidence. Through AAStays.com, Karan manages a wide array of properties, overseeing every aspect from marketing and guest relations to maintenance and financial management. His strategic approach ensures not only superior guest experiences but also enhanced profitability for property owners. Karan's dual role as a coach and property manager leverages his extensive experience to foster success in the vacation rental industry, making him a trusted advisor and manager who delivers exceptional results and invaluable guidance. Get in Touch with KaranWebsite: https://vacationrentalmastery.com/ / https://www.aastays.com/ Facebook: Vacation Rental MasteryLinkedIn: Karan NarangInstagram: @vacationrentalmasteryTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

You'll surely get motivated to start your real estate investing journey when you listen to this episode with Leslie Awasom!Leslie shares the things that made him quit his job in the medical field to shift into investing, his success in the multifamily space, strong partnerships, the value of mentorship, his continuous growth, and his passion for guiding aspiring investors. Key Points & Relevant TopicsWhat made Leslie changed his career path and life trajectorySteps Leslie had to take to get educated and learn about real estate investingThe importance of learning from mistakesWhy you should have the right mentor when transitioning to multifamily investingThe role of personal branding and networking to succeed in capital raisingLeslie's approach to overcoming his impostor syndrome The core values that contributed to Leslie's growth and success in real estateResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Leslie AwasomLeslie is the Director of Operations and Co-founder of XSITE Capital Investment LLC. He manages the company operations, market/data analysis, cash flow and budget analysis. Leslie bought his first investment property in 2017 and transitioned to multifamily investing in 2019. Leslie is a trained Nurse Anesthetist and entrepreneur who lives in Hanover, Maryland. Leslie and the XSITE Capital team host a rapidly growing multifamily-focused meetup in Maryland where they provide resources and add value to individuals interested in growing their wealth and changing their financial future. Leslie is a husband, father of two beautiful girls and a son and loves to spend his spare time reading and flying drones. Get in Touch with LeslieWebsite: https://xsitecapital.com/ LinkedIn: Leslie Awasom, CRNAFacebook: Leslie AwasomInstagram: @leslieawasomTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

The art of stock picking is a skill that can lead to significant rewards for those who master it.How does one sift through the noise to identify undervalued gems? What does it take to maintain a long-term perspective in a market driven by short-term sentiments?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, sit down with Eddy Elfenbein, Portfolio Manager, to explore his journey as a well-known stock picker. They dive into several topics, such as Eddy's approach to selecting stocks, his ETF, thoughts on macroeconomic trends, and the importance of being optimistic about the stock market.Eddy discusses: The thrill and challenges of being a true stock picker in an era dominated by passive investingThe evolution of his career, from sharing stock picks on his blog to managing an ETF with a unique fulcrum fee structureThe importance of simplifying complex market concepts and the dangers of Wall Street's tendency to overcomplicateInsights into the macroeconomic picture, exploring employment rates, nominal GDP growth, the strength of the labor market, and interest ratesAnd more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Eddy Elfenbein: X: Eddy ElfenbeinWebsite: Crossing Wall StreetConnect with Ryan Detrick: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu VargheseAbout Our Guest:Eddy Elfenbein is a passionate and dedicated individual who has devoted his career to helping investors navigate the stock market. He is the founder of a website, Crossing Wall Street, where he shares his unbiased views on the market.Eddy believes in the power of the stock market as the most consistently successful way to make money over the long term. He is a firm advocate of the ‘buy and hold' strategy, emphasizing the importance of investing in outstanding companies. His goal is to help people avoid common investing mistakes and become successful investors.In addition to his website, Eddy also manages an Exchange Traded Fund (CWS) based on his Buy List.

Real estate investors regularly have to deal with the drama that comes from coordinating deals with all kinds of people. Among these challenges are last-minute demands from buyers or sellers and the risks associated with Subject To deals — such as, what happens when a seller dies in a SubTo transaction?Faced with this question recently, hosts Mike and Dan went searching for answers after getting no help from Pace Morby's SubTo group. In this episode, they explore how a property owner's death could impact SubTo deals and why there's a lack of clear solutions in the real estate community.Mike and Dan also give an update on their own SubTo deal, discuss what it's like working with real estate investors across the country, and why wholesaling has a high payoff. Tune in for all this and more!Topics discussed in this episode:The risks of SubTo transactionsRegional differences in real estate investingThe cutthroat world of wholesalingCheck out the FREE Collecting Keys “Sub To Transactions” Master Class!https://collectingkeys.com/subtoIf you're an established investor with money to invest, but not the time, check out the Instant Investor PRO Program! https://collectingkeys.com/Check out the Big Dan Energy shirt (and more!) in the Collecting Keys Merch Store: https://store.collectingkeys.com/Download the FREE 5-Step Guide To Generating Off Market Leads here: https://collectingkeys.com/free/If you are interested in learning from Dan and Mike to receive coaching and learn how they built their business, head to https://collectingkeys.com/keyscon-2023/ and see if you are a good fit for the mastermind group!Collecting Keys Podcast Resources:https://collectingkeys.com/https://www.instagram.com/collectingkeyspodcast/https://www.instantinvestorprogram.com/https://www.instagram.com/mike_invests/https://www.instagram.com/investormandan/https://www.youtube.com/@collectingkeysThis episode was produced by Podcast Boutique https://www.podcastboutique.com

Can smart money truly create a cushion against market volatility, and how does mezzanine financing play a role in stabilizing investments during economic downturns?In this episode, Mike Zlotnik, a seasoned expert in commercial real estate and fund management, explores the nuanced strategies of mezzanine financing in the commercial real estate sector. As markets face volatility and shifting investment landscapes, Big Mike shares valuable wisdom on navigating these challenges through strategic financial structuring. Listeners will gain a profound understanding of how sophisticated financing options can provide safety nets and high returns, even in uncertain times.[00:01 - 08:00] The Genesis of a Real Estate MavenMike's migration from technology to real estate investingThe concept of mezzanine financing and its importance in real estateEarly challenges and opportunities in Mike's career transition[08:01 - 16:00] Navigating Through Crises with Mezzanine FinancingDetailed explanation of mezzanine financing structuresHistorical impacts of economic downturns on real estate and strategic responsesThe role of smart money in overcoming these challenges[16:01 - 24:00] Real-Time Market AdaptationsExamples of adapting to market changes and safeguarding investmentThe current state of the market and strategic positioning for potential upswingsThe balance between risk and reward in investment decisions[24:01 - 32:00] The Future of Real Estate InvestingPredictions for the real estate market and the evolving role of mezzanine financingHow investors can identify and leverage opportunities in a fluctuating marketThe importance of due diligence and strategic foresight in investing[32:01 - 41:51] Philosophical Reflections and Tactical InsightsThe philosophical underpinnings of investment strategiesWhat success means in the volatile world of real estatePractical advice for new and seasoned investors navigating the current economic landscapeConnect with Mike:Website: https://tempofunding.com/LinkedIn: https://www.linkedin.com/in/mzlotnik/LEAVE A 5-STAR REVIEW by clicking this link.WHERE CAN I LEARN MORE?Be sure to follow me on the below platforms:Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.LinkedInYoutubeExclusive Facebook Groupwww.yonahweiss.comNone of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.Tweetable Quotes:"Experience is what you get when you don't get what you want." - Mike Zlotnik"The best investing time is when others are running away from the market." - Mike ZlotnikSupport the Show.

As the market keeps changing, many investors and people from the investing side of real estate are discovering alternative niches that sustain the undeniable benefits of passive investing. So, in this episode, Alex Kholodenko joins us to share how he's navigating different investment strategies, unlocking opportunities, and minimizing risks for the long-term game. Alex will give us an idea about the alternative assets worth considering in the current economy, downside protection, and the mindset it requires to keep going despite challenges. Key Points & Relevant TopicsWhat Alex did realize that led him to real estate investingThe importance of exploring different investment strategies based on the market situationThe changes in Alex's career as an engineer when he entered the world of entrepreneurshipAlex's perspectives on the current market situation from different asset classesIdentifying opportunities and mitigating risks in today's marketWhat makes alternative assets such as medical offices and ATMs performHow does Alex prepare to capitalize from distressed opportunities in the marketAlex's preferred markets and current focus in real estateHaving the right mindset in handling setbacks in the investing spaceResources & LinksThink and Grow Rich by Napoleon HillApartment Syndication Due Diligence Checklist for Passive InvestorAbout Alex KholodenkoAlex is a Co-Founder of Wealthy Mind Investments and has been actively involved in $2B+ of Commercial Real Estate transactions. He is a Fund Manager, General Partner, Syndicator, and Passive Investor in over 60 investments.  After investing in the stock market for many years and building a large portfolio. He started investing in single-family homes, tax deeds, mortgages, and fix and flips, then quickly realized it was taking too much time, a substantial amount of risk, and not a scalable way to build a diversified portfolio. He had discovered through studying and research the power of passive investing in syndications and never looked back since then. He spent 20+ years in Silicon Valley, working as a Tech Executive for Fortune 500 and startup companies, before leaving corporate America. His fascination with the concept of creating passive income streams to achieve financial freedom turned into a reality, so now he wants to help others do the same. At  Wealthy Mind Investments, Alex oversees Deal Structuring, Due Diligence process, Investor Relations, and Strategic Partnerships. Alex also enjoys investing in early-stage ventures and other alternative niches. He is an avid sports fan, and world traveler as well as into constant and never-ending improvement while continuing Personal Development journey such as Tony Robbins, Bob Proctor, and Joe Dispenza. He volunteers his time to feed the homeless and support cancer research. He lives in the Golden State on the Peninsula with his family and 2 sons. Get in Touch with AlexWebsite: https://www.wealthymindinvestments.com/ Facebook: Alexander KholodenkoLinkedIn: Alexander (Alex) KholodenkoTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

If you're ready to take the next step towards your ultimate goals, join us for another interview that will open your eyes to the countless gains of investing passively in real estate!This episode with Micy Liu covers her journey to building passive wealth from commercial real estate, syndications, and fund management. Micy also talks about the hurdles she had to overcome to get into a position where she's now helping busy professionals and investors create their success stories. Listen in and start reaping the benefits of passive investments for a better financial future!Key Points & Relevant TopicsThe pivotal moment that made Micy transition from house hacking to passive investing and fund managementChallenges and rewards of passive investing and commercial real estateThings you should know about the limited and general partnership side of passive investingThe step Micy had to take to shift from passive investing to general partnership Why you should include short-term rentals to your portfolio and diversify across different asset classesFund management and its advantages over the general partnershipMicy's current focus and the role of understanding the market condition in planning for your next goalThe importance of building partnerships in real estate investingResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Micy LiuMicy came to the US at 16 years old by herself as an exchange student from China. She started her real estate journey in 2019. Her life was never the same when she saw the impact commercial real estate investing can have on others and herself. That is why she started Life Mission Capital where she helps busy professionals invest in cash flowing commercial real estate so they can focus more on what matters to them. She utilizes her strong networking capabilities to find the experienced sponsor team and leverages her expert analytical skills to underwrite the opportunity to invest alongside her investors. Today, she has a portfolio of 1048 units of multi-family and short-term rentals as a co-general partner and fund manager. She has been focusing on multi-family but is due diligence on other asset classes such as mobile home parks, extended stays and self-storage. She also is the founder of a Real Estate Investment Club with more than 600 members and is a strong advocate for financial literacy through non-profit organizations like Junior Achievement. Financial literacy is her life mission. Get in Touch with MicyWebsite: https://lifemissioncapital.com/ / https://www.freedomgrowthfund.com/ Email: micy@lifemissioncapital.com To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

In today's solo episode I talk about:Why you should invest in your business and how it will benefit youThe faulty thinking we get stuck in when considering investingThe benefits of getting out of your comfort zone when investingQuestions to ask yourself to get unstuckWhen is the perfect time to investConnect with Jennifer, Your Business Therapist, to get more Clarity & Confidence in your Biz!Website: www.jenniferjakobsenlifecoaching.comInstagram: @jjakobsenlifecoachSchedule a Free Clarity Session to see if Jennifer can help you:  https://bit.ly/JJfree30Join my weekly Coffee Chat every Thursday at 12pm PST by signing up for free HERE.

What is the one critical factor that can make or break your success as a passive real estate investor? In this episode, Yonah sits down with the multi-talented K Trevor Thompson, a man with a diverse background spanning from working at Ripley's Believe It or Not to opening 46 iFly Indoor Skydiving locations. He shares his journey into real estate investing, emphasizing the importance of the "who" over the "what" when it comes to choosing the right investment opportunities. Trevor discusses the power of diversification, the lessons learned from deals that didn't go as planned, and the importance of setting ambitious goals. [00:01 - 06:08] From Guinness World Records to Real EstateTrevor's diverse career backgroundThe importance of taking action on inspiration, rather than just being inspiredTrevor's transition into real estate investing after reading Rich Dad, Poor Dad[06:09 - 13:55] The Power of Passive InvestingThe importance of the "who" over the "what" when choosing investment opportunitiesDiversifying investments across different asset classes, locations, and risk levelsThe benefits of investing in deals with preferred payments and waterfalls[13:56 - 20:22] The Eighth Wonder of the WorldThe power of compounding investments over timeThe importance of staying in a W2 job while growing wealthThe benefits of having a supportive partner on your real estate journey[20:23 - 26:00] Lessons Learned from Deals Gone WrongThe impact of rapidly increasing interest rates on real estate dealsThe importance of adequate reserves and fixed debt in mitigating riskThe value of experienced and skilled asset management teams[26:01 - 32:27] The Key to Success in Real Estate InvestingThe importance of setting ambitious goalsHow to help people reach financial independence through real estate investingThe value of sharing knowledge and inspiring others to take action in their investment journeyConnect with Trevor:LinkedIn: https://www.linkedin.com/in/ktrevorthompson/Instagram: https://www.instagram.com/kttniagarainvestment/ Facebook: http://www.facebook.com/groups/earnandlearnwithrealestateinvesting/LEAVE A 5-STAR REVIEW by clicking this link.WHERE CAN I LEARN MORE?Be sure to follow me on the below platforms:Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.LinkedInYoutubeExclusive Facebook Groupwww.yonahweiss.comNone of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.Tweetable Quote:"I think the biggest lesson I've learned in life is the who is way more important than the what." - K. Trevor ThompsonSupport the show

Listen to this amusing yet inspiring interview with Engelo Rumora, sharing how he overcame obstacles to succeed in the US and fears of investing overseas. Engelo also talks about what sparks his interest in the US market despite his expertise in Australia, why happiness must be part of your goal as an investor, his competence in turnkey investing, and more. Check this out to capture every critical takeaway from this episode!Key Points & Relevant TopicsWhat led Engelo to invest in real estate after being in the construction industry for four yearsWhat it's like to invest in Australia in today's marketHow Engelo started his investing journey, property management company, and portfolio diversification in the US marketA valuable advice for anyone who wants to be an entrepreneurThe power of virtual assistance for your real estate businessOvercoming the fear of being an entrepreneur outside your country Engelo's learning experiences from investing in different countriesWhat makes the US the best country for real estate investingThe good and the bad impact of investing in real estateResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Engelo RumoraEngelo Rumora is a prominent real estate executive, investor, and CEO, known for his remarkable achievements in real estate investments, as well as his diverse entrepreneurial ventures spanning various industries. With a global portfolio encompassing countries such as the Bahamas, Croatia, Japan, Australia, and the USA, he has demonstrated a comprehensive understanding of investment strategies.  Engelo's expertise extends beyond real estate to include tech, crypto, stocks, and oil funds. He is the driving force behind several successful companies, primarily in the real estate sector, having experienced both setbacks and triumphs. Engelo's enduring commitments are Ohio Cashflow, a leading turnkey property provider, and Oz Realty, a renowned property management firm. His career has seen involvement in over 1,000 real estate transactions, including flips and buy-and-holds. Get in Touch with EngeloCompany Website: https://ohiocashflow.com/ Property Management Website: https://ozrealty.house/ Personal Website: https://engelorumora.com/ Wikipedia: https://en.wikipedia.org/wiki/Engelo_Rumora To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

In this episode with Sonya Rocvil, our conversation focuses more on the property management side of the business. As an accountant, she discusses how she leveraged her skills to succeed as a new investor, her steps to educate herself, and her expertise in managing multifamily apartment investments.Sonya also covers effective strategies for managing tenant issues, multiple properties, and building a solid property management team. Don't miss out on ways to mitigate your challenges and integrate all these tips into your journey!Key Points & Relevant TopicsSonya's background in financial services and her start as an investorSteps Sonya had to take to gain her knowledge about real estate investingThe power of joining investing groups in the market you want to invest inEstablishing connection and good working relationship with your business partnerThe most critical aspects of operational and asset management's successThings to consider to structure an effective meeting in your investing organization and its sole purposeManaging collection, rent issues, and other challenges with residentsChallenges of managing assets in today's marketResources & LinksRich Dad Poor Dad by Robert T. KiyosakiApartment Syndication Due Diligence Checklist for Passive InvestorAbout Sonya RocvilSonya Rocvil is the principal and founder of Bedrock Real Estate Investors, which specializes in the acquisitions and asset management of multifamily apartments in the United States. She has syndicated and operated six multifamily apartments totaling 462 units and has successfully life-cycled four of these apartment deals. She has also been an equity partner for multifamily investments totaling 438 units. Sonya began her career as an auditor and later transitioned to finance at a Fortune 500 Company. She has been Adjunct Instructor for the NYU School of Professional Studies and is a Certified Public Accountant and licensed real estate agent. Sonya holds a Master of Business Administration from Baruch College, Zicklin School of Business and a Bachelor of Science in Accounting from Rutgers University. Sonya is a best-selling co-author of the book Push Beyond Your Limits. A frequent guest on podcasts and webinars, Sonya lives with her husband and two children in Brooklyn, New York. Get in Touch with SonyaWebsite: https://www.bedrockreinvestors.com/ LinkedIn: Sonya Rocvil, CPATo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Joining us today is a fantastic couple with a remarkable journey in real estate investing, Bryant and Tammy Dawson. We'll delve deeper into their teamwork and how they lifted each other to grow their portfolio.Bryant and Tammy share their unique approaches to making fix and flip profitable, the power of self-education, renovation and construction strategies, and managing a large portfolio. Key Points & Relevant TopicsBryant and Tammy's real estate journey as a coupleHow Bryant started educating Tammy about real estate investingThe potential to grow as an investor from fixing and flipping homesA strategy to make a profit out of fixing and flipping propertiesBryant and Tammy's next focus in real estateThe impact of real estate investing on Bryant and Tammy's family lifeA valuable advice on facing challenges and objectionsIs there still an opportunity for future investors?The value of joining mastermind groups and mentorshipsWhy you should plan for a target and go bigger in real estateResources & LinksRich Dad Poor Dad by Robert T. KiyosakiApartment Syndication Due Diligence Checklist for Passive InvestorAbout Bryant and Tammy DawsonBryant Dawson, first and foremost, is a father of two and is married to his high school sweetheart. He is also a highly accomplished professional with a proven track record of success in both the oil and gas industry and the real estate investment world. With over a decade of experience, Bryant has established himself as a leader in both fields, delivering exceptional results for his clients and partners. Bryant's success extends far beyond the oil and gas industry. Over the last decade, he has leveraged his skills and expertise to become a successful real estate investor. Through his commitment to careful research, strategic investment, and expert management, Bryant has built a real estate portfolio that consistently delivers strong returns to his clients and partners.  Over the last decade, Tammy Dawson alongside her husband Bryant Dawson, and 2 children have built a real estate empire that has brought them from having $0.00 AUM to over $50 MM-AMU. Tammy's journey in real estate began with Bryant's keen interest in single-family homes that needed repair. They started identifying opportunities for growth. She and Bryant purchased over 100 properties in their first year. They skillfully renovated them and increased their portfolio's value. With an eye for detail and a passion for turning houses into beautiful homes, Tammy has been instrumental in turning over 1,800 properties. Tammy alongside her husband has been training their children, Kira 17, and Trevon 16, over the past 6 years to know real estate investing. Both are currently growing their own portfolios. Get in Touch with Bryant and TammyWebsite: https://www.ingramcapital.fund/ LinkedIn: Bryant Dawson / Tammy DawsonTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

After over two years since his first guesting on the show, Stewart Heath is back to share the growth in his investments and more strategies to help you thrive despite the market's volatility and dynamics.Stewart talks about how he started taking advantage of office spaces and buildings when the world was shut down by the global crisis and investing in multiple types of real estate investments as his diversification approach.Key Points & Relevant TopicsA quick overview of the Harvard Grace Corporation and Harvard Grace Capital and what they do in the marketStewart's focus market and asset classesWhat makes office spaces a functional asset class in the face of the Covid-19 pandemicBusiness plan and operational expenses involved in office or retail investingThe typical holding period and exit strategy for an office space/buildingOffice space lease agreement and options for tenantsHaving reserves to be prepared for vacancy or occupancy issues surrounding office investingHow money lending works in terms of financing officesPreferred investor returns in the office spaceWhy investing in multiple asset classes is a good strategy for syndicatorsTwo effective strategies for finding the best deals that will meet your investment criteriaResources & LinksStewart's first appearance: SA297 | Leveraging Capital Structure Strategy in Real EstateApartment Syndication Due Diligence Checklist for Passive InvestorAbout Stewart HeathStewart Heath founded the Harvard Grace Corporation in 2010, which has since expanded into Harvard Grace Capital. HG Corporation still provides fractional C-level executive services to clients as well as general business consulting. Heath also sits on several boards, including HGC, Winsome Truth, The Shepherd's Call, and Second Chance Sober Living. In 2016, Heath was recognized as a finalist for the Nashville Business Journal's CFO Awards. Currently, Heath holds several fractional CFO positions. Heath previously held positions as COO and CFO for companies in retail, real estate, manufacturing, corporate services, entertainment, and digital media. He earned his CPA license in 1987 and has since held several senior financial and operating positions. Heath also holds a B.S. in Business Administration from Auburn University.  He now runs Harvard Grace Capital, an idea that's been close to his heart for a long time, in an effort to provide stability for investors and to engage in his community. Get in Touch with StewartWebsite: https://harvardgracecapital.com/ / https://stewartheath.com/ Calendly: https://calendly.com/sheath-harvardgrace To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Curious about diversifying your portfolio or investing in larger assets? This episode with Mandy McAllister, CEO of GoBundance Women, is packed with insights and advice that can help guide you.With a large portfolio that includes multifamily properties and a car wash, Mandy shares her “buy and watch” approach to investing and the strategies that have led to her success. She dives into her decision to buy a car wash, her knowledge on the advantages of agency debt and how she leverages it to protect her wealth.Mandy's role in GoBundance Women and her work with BiggerPockets are also covered, as well as her perspective on investing in cash flowing businesses and long-term wealth building. Tune in now!Topics discussed in this episode:Mandy's approach to real estate investingThe benefits of agency debtEvaluating commercial propertiesInvesting in cash flowing businesses versus propertiesThe investment strategy behind Mandy's car washMandy's work with GoBundance and BiggerPocketsConnect with Mandy McAllister:https://www.mandymcallister.com/https://www.instagram.com/officialmandymcallister/https://www.facebook.com/Officialmandymcallister/https://www.youtube.com/channel/UCzmAp5I-QO4PS3U9kUEXRtQhttps://www.linkedin.com/in/mandymcallister/Check out the FREE Collecting Keys “Sub To Transactions” Master Class!https://collectingkeys.com/subtoIf you're an established investor with money to invest, but not the time, check out the Instant Investor PRO Program! https://collectingkeys.com/Check out the Big Dan Energy shirt (and more!) in the Collecting Keys Merch Store: https://store.collectingkeys.com/Download the FREE 5-Step Guide To Generating Off Market Leads here: https://collectingkeys.com/free/If you are interested in learning from Dan and Mike to receive coaching and learn how they built their business, head to https://collectingkeys.com/keyscon-2023/ and see if you are a good fit for the mastermind group!Collecting Keys Podcast Resources:https://collectingkeys.com/https://www.instagram.com/collectingkeyspodcast/https://www.instantinvestorprogram.com/https://www.instagram.com/mike_invests/https://www.instagram.com/investormandan/This episode was produced by Podcast Boutique https://www.podcastboutique.com

How can aligning the right people with your goals transform your journey toward financial independence and impact investing?In this episode, Manny Juarez shares his intriguing journey from the world of interior architecture to real estate investing, particularly in multifamily properties. The discussion delves into the transformative power of self-education, the importance of aligning with the right partners, and the evolving landscape of real estate investment, especially amidst the challenges posed by the pandemic. Manny also touches on the concept of impact investing and its significance in today's world.[00:01 - 07:09] Path to Multifamily InvestingEmbracing new opportunities during the pandemicTransitioning from service to ownership in real estateHow to seize opportunities, and the importance of mindset in career transitions[07:10 - 14:15] Current Role and Finding PartnersThe gap in formal education about practical investingThe revelation of self-education in real estateThe value of self-education, and understanding various investment avenues[14:16 - 20:21] Spousal Support on the JourneyThe evolution of Manny's role in real estate syndicationsBuilding relationships and selecting the right partnersThe importance of networking, and selecting compatible partners[20:22 - 27:27] Impact Investing ExampleThe concept of impact investing and its personal significanceBalancing financial gains with humanitarian benefitsThe balance between financial returns and societal contributions[27:28 - 33:22] The Final Four: Worst Job, Book, Skill to Learn, & Definition of SuccessWorst job: A gutter cleanerBooks that gave a paradigm shift: "The Go-Giver by Bog Burg"Skill/talent to learn: Bowling skillsSuccess is defined by reaching your future selfConnect with Manny:LinkedIn: https://www.linkedin.com/in/mannyjuarez/ LEAVE A 5-STAR REVIEW by clicking this link. WHERE CAN I LEARN MORE?Be sure to follow me on the below platforms:Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.LinkedInYoutubeExclusive Facebook Groupwww.yonahweiss.comNone of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.Key Quotes:"Self-education is something that truly changes the direction of anybody." - Manny Juarez "Being able to connect with people on a more human level before anything else is super important." - Manny Juarez Support the show

Step up your wealth-building journey as we bring back Justin Goodin on the show. Gain expert insights into promising investment opportunities and tips for fast-tracking your success in the multifamily arena. Dive into this episode to reshape your financial perspective with essential knowledge today! WHAT YOU'LL LEARN FROM THIS EPISODE How Justin developed his vision in apartment investingThe advantages of investing in new assets and stable marketsWhy now might be a great time to buy multifamily propertiesBenefits of real estate vs. stocks in the current marketKey pointers and resources for aspiring investorsRESOURCES/LINKS MENTIONEDBest Ever Conference: https://www.besteverconference.com/Jake & Gino: https://jakeandgino.com/Deal Maker Virtual Event 2023: https://dealmakerliveevent.com/Master real estate financial modeling the right way! Access FREE educational resources and a multifamily underwriting model to underwrite your next commercial real estate deals savvier than ever at https://nextlevelfinancialmodeling.com/.ABOUT JUSTIN GOODINJustin Goodin is the founder and CEO of Next Level Equity. He graduated from the Kelley School of Business, majoring in finance and supply chain management with a minor in economics. After investing in single-family homes, he discovered a more powerful way to build generational wealth and create time freedom for himself and his family- investing in multifamily apartment buildings. Justin educated himself on the powerful benefits of apartment investing and learned there are far superior ways to invest capital, other than a traditional 401K or relying on the unpredictable stock market. Now, he is passionate about helping others do the same.CONNECT WITH JUSTINWebsite: Next Level Equity: https://nextlevelequity.com/ | Next Level Financial Modeling: https://nextlevelfinancialmodeling.com/LinkedIn: Justin Goodin: https://www.linkedin.com/in/justingoodin/ CONNECT WITH USWant a list of top-rated real estate conferences, virtual meetups, and mastermind groups? Send Tate an email at tate@glequitygroup.com to learn more about real estate using a relational approach.Looking for ways to make passive income? Greenlight Equity Group can help you invest in multifamily properties and create consistent cash flow without being a landlord. Book a consultation call and download Tate's free ebook, "F.I.R.E.-Financial Independence Retire Early via Apartment Investing," at www.investwithgreenlight.com to start your wealth-building journey today!

Gain tons of value in today's episode with Jeremy LeMere, sharing how he shifted from his engineering career to full-time real estate investing.Jeremy spills his secrets to successful syndication, raising capital, building a strong team, navigating multiple asset classes in the real estate space, and diversifying his investment portfolio for generational wealth. Tune in because we've covered more in this interview!Key Points & Relevant TopicsJeremy's journey from utilizing the BRRRR strategy for rehabbing to multifamily and portfolio diversificationHow Jeremy started transitioning from his full-time job to real estate investingThe advantage of having the privilege of choosing your desired career pathBenefits of putting automated systems in place and getting educated in real estateWays to find the right people to be on your teamHow powerful it is to have the experience when getting into larger dealsThe significance of understanding your strengths and weaknesses in raising capitalWhy people within a real estate team should stay tightly connected in a volatile marketResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Jeremy LeMereJeremy LeMere began his real estate journey when he purchased his first duplex in 2010. He began investing with the goal of retiring by the time he turned 55. In 2011, he earned his MBA, which changed his investing trajectory. Leveraging the opportunity brought by the Great Recession's foreclosure market, he began rehabbing single-family homes in 2013 to quickly build equity in his portfolio. Four years later, after 22 years as a manufacturing engineer, he experienced a career-disrupting event that pushed him to scale his real estate portfolio even more quickly. In 2018 he closed on a 28-unit apartment property. Three months later he closed on an 8-unit property which allowed him to become financially free from his engineering career, thus achieving his goal by the time he was 45.    Since 2018, Jeremy has continued to diversify his investments by expanding his real estate portfolio into a variety of real estate assets. He is passively investing in out-of-state assets, providing hard money loans, and syndicating deals (including over 1,000 self-storage units, commercial retail spaces, and hotel-to-apartment conversions) as a means to diversify his investments. Jeremy has since ended his engineering career and transitioned to real estate full time. He now spends time helping others learn about real estate by participating in regional REIA organizations and the local apartment associations, where he actively encourages others to get into real estate. Get in Touch with JeremyWebsite: Star Capital Management Group, LLC / https://starcmg.com/ Email: jeremy@starcmg.com To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Want to learn more about the profitability and scalability of a land business? Listen to this in-depth discussion with Jon Jasniak that covers subdividing and flipping land, the process from looking to financing and acquiring land deals, and some tips for choosing the best land markets. Don't miss out on getting tons of knowledge from one of the land investing experts!Key Points & Relevant TopicsHow Jon got involved in land flipping and investingThe process and timeframe for subdividing landTypical land purchasers and buyersExpenses and costs involved in acquiring and flipping land dealsImportant advice for people acquiring land deals from non-disclosure statesFinancing options and terms for larger land dealsHow to scale and expand quickly in the land investing gameThe advantage of utilizing debt and private money in acquiring land dealsReasons why bank financing is not a good idea for land flippingInsights on land investing in the coming yearsResources & LinksLand.comApartment Syndication Due Diligence Checklist for Passive InvestorAbout Jon JasniakJon Jasniak is a land investor and developer who has experience all over Texas.  He graduated with an Engineering degree but quickly transferred over to real estate. Most recently, he also purchased and now operates the small, unincorporated town in Texas called Cornudas. His land business Jaz Land focuses on subdividing rural tracts of land for customers looking to escape the city. He had completed over 8000 acres and 800 land deals since 2016, building an 8-figure land business. Jon owns several companies all focused on the land and real estate consulting space and manages a small team for day-to-day operations, and runs a coaching program that teaches people how to build their own land business. Get in Touch with JonWebsite: https://jonjasniak.com/land Facebook: Jon JasniakLinkedIn: Jon JasniakInstagram: @jonjasniakYouTube Channel: Jon JasniakTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

When you're just starting out, and you're wondering where to invest your hard-earned cash, what do you do? Individual stocks? Mutual funds? Index ETFs? It can be overwhelming, I know.In this episode, we're going to simplify your decision-making process and introduce you to a safe and effective way to build wealth - target date index funds.I'm going to walk you through what target date index funds are, how they're used, why they're important, and when you should use them. You won't want to miss this!If you're looking to simplify your investment strategy and build wealth in a safe way, target date index funds are the way to go. Join me in this episode to learn all about them and take control of your financial future.IN TODAY'S EPISODE, I DISCUSS: Understanding risk profiles and their impact on investingThe drawbacks of investing in individual stocksThe benefits of target date index fundsRECOMMENDED EPISODES FOR YOU If you liked this episode, you'll love these ones:Demystifying Your Credit Score & Does It MatterHow to Invest in ETFs & Index Fund to Create WealthMy Favorite Investing Accounts (And How to Maximize Your Returns)How the Top 1% Earners Accelerate Their Wealth (It's Not By Getting a Raise)TAKE THE FINANCIAL FREEDOM QUIZ:Take this free quiz to see where you are on the path to financial freedom and what your next steps are to move you to a new financial destiny at http://www.YourFinancialFreedomQuiz.com  OTHER RESOURCES:7-Day Money Plan Workshop: https://www.TheMoneyPlanWorkshop.comAffluent Entrepreneurs Private Facebook Group https://www.melabraham.com/group/CONNECT WITH ME:Website: MelAbraham.comYouTube: MelAbraham.com/tubeInstagram (@melabraham9): MelAbraham.com/igFacebook Group: MelAbraham.com/group/TikTok: https://www.tiktok.com/@melhabrahamGET MY BOOK:“The Entrepreneur's Solution The Modern Millionaire's Path to More Profit, Fans, & Freedom” – melabraham.com/book/Go to AskMelNow.com to let me know how I can serve you and your financial journey

Today, Sridhar Sannidhi proves that being an introvert and working a full-time W2 job is never a barrier to starting and succeeding in real estate investing. Be inspired by his incredible journey to rapid success in the multifamily industry and the fundamental mindset to help you reach milestones, grow wealth, and retire early.WHAT YOU'LL LEARN FROM THIS EPISODE Sridhar's transition journey from W2 to passive investingThe mindset behind venturing into multifamily real estateWhy it's important to learn real estate from mentors2 success tips for real estate general partners with a W2 jobPractical advice for rookie real estate investorsRESOURCES/LINKS MENTIONEDQuest Trust Company: https://www.questtrustcompany.com/Brad Sumrok: https://bradsumrok.com/Multifamily Octane Coaching Mastermind: https://shorturl.at/ejJKYRaiseMasters: https://raisemasters.com/raisemasterABOUT SRIDHAR SANNIDHISridhar Sannidhi is the CEO and Founder of Grow Wealth 2 Retire LLC. He has been a technologist for over three decades, spanning legacy, distributed, internet, and cloud computing. He is a deal Sponsor/GP in 2700+ Units in 12 deals/ $350 mil assets under management and a Limited Partner in up to 7000+ units in 25 deals, approximately $800 mil. Sridhar constantly looks for value-added or stable properties within the commercial real property. He has a strong background in Financial Analysis and Statistical modeling. He is a very committed, collaborative, and results-oriented team player. CONNECT WITH SRIDHARWebsite: Grow Wealth 2 Retire LLC: http://www.growwealth2retire.com/CONNECT WITH USWant a list of top-rated real estate conferences, virtual meetups, and mastermind groups? Send Tate an email at tate@glequitygroup.com to learn more about real estate using a relational approach.Looking for ways to make passive income? Greenlight Equity Group can help you invest in multifamily properties and create consistent cash flow without being a landlord. Book a consultation call and download Tate's free ebook, "F.I.R.E.-Financial Independence Retire Early via Apartment Investing," at www.investwithgreenlight.com to start your wealth-building journey today!