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Best podcasts about investorsthe

Latest podcast episodes about investorsthe

The Property Academy Podcast
The hidden advantage of investing in a flat market⎥Ep. 2044

The Property Academy Podcast

Play Episode Listen Later Apr 16, 2025 13:32


In this episode, we discuss why investing during a flat property market might be one of the smartest moves you can make — even if it doesn't feel that way.You'll learn:Why flat markets often offer hidden opportunities for savvy investorsThe pros and cons of this approach (and what traps to avoid)What to focus on to stay the course and grow your portfolio through the cycleIf you want to know where the market's really at, check out our insights on current house price trends in NZ and how investors are navigating them.And we also mention podcast episode 1544: How to Make an Extra $1 million in Property – Does Our Over/Under Model Actually Work?  which is worth a listen!For more from Opes Partners:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the weekly Private Property newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠

The Norris Group Real Estate Radio Show and Podcast
Building Wealth Through Real Estate with Andy Teasley | Part 2 #912

The Norris Group Real Estate Radio Show and Podcast

Play Episode Listen Later Apr 4, 2025 31:33


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

This Property Life Podcast
5 Must-Read Books for Property Investors to Build Wealth in 2025

This Property Life Podcast

Play Episode Listen Later Mar 12, 2025 42:59


Ready to unlock your Property Investment game in 2025? Grab your FREE copy of the guide today and master the Buy-to-Let market https://bit.ly/buy-to-let-hotspots-guide2025——————————————————In this episode of This Property Life Podcast, hosts Sarah Blaney and Nick Claydon discuss some of the most influential books that have shaped their journeys in property investing and personal development. They share insights from titles that have changed their perspectives, improved their business strategies, and helped them figure out the challenges of property investment. Whether you're new to investing or a seasoned professional, this episode is packed with valuable lessons from the world of books.Sarah and Nick cover everything from mindset and motivation to practical investing tips. They also explore key takeaways from books that have guided them through decision-making, risk-taking, and scaling their businesses. Tune in to discover which books might help you on your own journey.What You'll Learn:How books can shape your mindset and approach to investingKey lessons from influential business and property booksHow to apply successful strategies from entrepreneurs and investorsThe role of resilience, risk-taking, and innovation in property successPractical takeaways from books that can improve your decision-makingTimestamps:[00:00] – Trailer of the episode. [01:56] – Welcome to the episode: World Book Day and why we love books [01:27] – Why reading is key for property investors and entrepreneurs [07:05] – Duncan Bannatyne's journey: Lessons from Anyone Can Do It [16:57] – Shoe Dog by Phil Knight: Perseverance, innovation, and risk-taking [27:04] – The Buy-to-Let Bible: Understanding the professional investor mindset [32:03] – High Performance Habits by Brendon Burchard: Building success through habits[41:14] – Wrap-up and upcoming networking event detailsThis Episode is Kindly Sponsored by: Visit thispropertylife.co.uk for more resources, networking events, and industry insights.Follow This Property Life Podcast on Socials:Website:https://thispropertylife.co.uk/ Instagram: https://www.instagram.com/thispropertylife/# Facebook: https://www.facebook.com/profile.php?id=61564457166712&locale=en_GB LinkedIn: https://www.linkedin.com/company/this-property-life-podcast/about/ Tiktok: https://www.tiktok.com/@thispropertylife?lang=en Youtube: https://www.youtube.com/channel/UCtmPj98bC6swNuYRCaUGPUg Twitter: https://x.com/propertylifepod Hosted on Acast. See acast.com/privacy for more information.

Billion Dollar Backstory
B$B 87: People Invest in People | $6B CEO Conor Hoey on Raising Capital Through Relationships

Billion Dollar Backstory

Play Episode Listen Later Mar 5, 2025 61:20


Raising capital isn't about having the perfect pitch deck. And there's no magic button that makes assets pour in.At the end of the day, it all comes down to one thing: trust.If you want to grow your boutique, you have to build real relationships with investors. Take it from $6B CEO Conor Hoey. He's spent over a decade raising capital, leading investments, and even securing the right backers for his football club. And along the way, he's learned one simple truth: People do business with people.In this Episode, Conor and Stacy dig into:Why investors actually say yes (hint: it's not just about performance)What football and finance have in common when it comes to finding the right investorsThe biggest mistakes boutique funds make when trying to break into new marketsWhy you need to stop hiding behind emails and start picking up the phone (seriously, just do it)If you know relationships are the key to raising capital but aren't sure how to actually build them, this Episode is for you. Learn More About Conor Hoey:Conor is the CEO of Gemini Capital in Ireland, an organisation that provides an easy and cost effective way for Investment Managers from around the world to create and distribute UCITS funds.  Having been in the Finance industry over 30 years in London and Dublin, he has worked across insurance, consulting, asset management and securities services.Outside of work, he is well known for his passion for Drogheda United, a League of Ireland professional soccer club where his family's involvement goes back 75 years.  Conor is a former chairman and current director of the club.  They recently won the Football Association of Ireland Cup, which he can be seen cradling in his profile picture.  This means European football for the club later in 2025.  He is also a keen musician, cook, traveller, pickleballer and soon to be author!   - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

Corporate Treasury 101
Inside the World of Credit Ratings with Alex Griffiths from Fitch Ratings

Corporate Treasury 101

Play Episode Listen Later Feb 26, 2025 75:33


In this episode of Corporate Treasury 101, we explore credit ratings and their impact on corporate finance with Alex Griffiths from Fitch Ratings. He explains how treasurers can manage credit risk, navigate inflation, and improve their company's rating. We also discuss the growing role of ESG (Environmental, Social, and Governance) factors in financial decision-making. Alex Griffiths is a seasoned financial expert leading corporate ratings at Fitch Ratings, one of the top three credit rating agencies globally. With deep experience in credit risk assessment, he provides insights into how companies are rated, the role of corporate treasury in securing a strong credit rating, and how ESG considerations are reshaping financial markets.What You'll Learn in This EpisodeHow credit ratings are determined and why they matter for companies and investorsThe role of corporate treasury in managing and improving credit ratingsHow interest rates and inflation impact corporate credit riskThe challenges of integrating ESG factors into credit ratingsHow companies can proactively manage their credit standing in a volatile marketEpisode Breakdown with Timestamps[00:00:00] Introduction[00:02:49] What is a Credit Rating?[00:06:24] Why Credit Rating Matters for Companies[00:11:03] How Fitch Assigns Credit Ratings[00:26:47] The Role of Corporate Treasury in Credit Ratings[00:41:22] ESG & Credit Ratings[01:03:02] The Impact of Interest Rates & Inflation on Credit Ratings[01:11:15] The Impact of Recent Bank Failures on Credit Markets[01:14:37] Final Thoughts & Where to Learn MoreFollow Alex Griffiths on Socials: Linkedin: https://www.linkedin.com/in/alex-griffiths-5b79ab8/ Website: https://www.fitchratings.com/ Follow Corporate Treasury 101:Website: https://corporate-treasury-101.com/ LinkedIn:https://www.linkedin.com/company/86645197/admin/dashboard/ Follow Hussam & Guillaume:Hussam on LinkedIn: https://www.linkedin.com/in/hussam-ali-6bb69186/ Guillaume on LinkedIn: https://www.linkedin.com/in/guillaume-jouvencel/ Gha Marketing Website: https://ghapodcast.com/ #Treasury #Finance #CreditRatings #RiskManagement #ESG #FinancialMarkets #FitchRatings #CorporateFinance #Inflation #InterestRates----------------------------------------------------------------------------------Get $100 off any AFP product, including their CTP Exam Prep Platform, using our discount code! Find this and More on our partner's pagehttps://www.corporate-treasury-101.com/partners-page

Excess Returns
A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride

Excess Returns

Play Episode Listen Later Feb 13, 2025 49:42


In this episode of Excess Returns, Justin and Jack sit down with Scott McBride, CEO and portfolio manager at Hotchkis and Wiley, to explore the approach that has allowed them to succeed during a time when many other value investors have failed. McBride, with 24 years at the firm, shares insights into how their team has achieved impressive results by being willing to think differently from consensus.Key topics discussed:How market sentiment and emotion create opportunities for long-term investorsThe importance of having the right team culture and being comfortable with contrarian positionsTheir approach to valuing companies beyond traditional metrics like P/E ratiosWhy catalysts aren't necessary for investment success if you get valuation and governance rightTheir perspective on international markets, particularly opportunities in Europe and the UKThoughts on AI's impact on businesses and investment analysisThe growing influence of passive investing and how it creates opportunitiesMcBride explains why having fewer analysts covering certain stocks can create opportunities, and why focusing on business quality, strong balance sheets, and good governance is crucial for long-term success. He also shares valuable insights about maintaining flexibility in investment approach rather than being dogmatic about any single strategy.Whether you're an experienced investor or just starting out, this conversation offers practical wisdom about what works in value investing over the long term.SEE LATEST EPISODES⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://excessreturnspod.comFIND OUT MORE ABOUT VALIDEA⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.validea.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠FIND OUT MORE ABOUT VALIDEA CAPITAL⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.valideacapital.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠FOLLOW JACKTwitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/practicalquant⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jack-forehand-8015094⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠FOLLOW JUSTINTwitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/jjcarbonneau⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jcarbonneau⁠⁠⁠⁠⁠

FundCalibre - Investing on the go
346. Navigating rate cuts and inflation: tactical strategies for a volatile market

FundCalibre - Investing on the go

Play Episode Listen Later Feb 13, 2025 27:45


This episode discusses the dynamics of fixed income investing, with Stuart Edwards, manager of the Invesco Tactical Bond fund, explaining how a tactical approach can help navigate volatile markets. He explains the fund's flexible strategy, covering interest rate positioning, corporate bond opportunities, and emerging markets. We also break down the importance of a top-down macroeconomic perspective, combined with bottom-up credit analysis. With insights into how recent rate cuts and inflation trends impact bond markets, this discussion sheds light on where the risks and opportunities lie.What's covered in this episode: The three key components of the Invesco Tactical Bond fundHow allocation has changed over the past yearWhat combining macro awareness and stock selection means in practiceHow the manager builds the fundWhy the UK is a fascinating space for investorsThe fund's exposure to UK interest ratesThe key opportunities in the UK marketWill UK inflation remain sticky in 2025?The Trump 2.0 effect on bond marketsHow the fund allocates to emerging marketsThe appeal of Mexican and Brazilian debtWhat is duration? How the fund's duration exposure has changed over the the past yearWhere are the best opportunities today?More about the fund: The Invesco Tactical Bond fund is the most flexible fund in Invesco's fixed income range. It is designed to capitalise on all the resources within the team and invest across the whole fixed income opportunity set. The managers use an active style whereby risk can be continually adjusted according to market conditions and the level of return on offer.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.

On Deck with Throp
Is Airbnb Dead in Jamaica? | Expert Panel Weighs In

On Deck with Throp

Play Episode Listen Later Feb 10, 2025 55:34


In this panel discussion from my Jamaica Investment Conference, THROP-X, we explore the viability of Airbnb in Jamaica. This expert panel, including real estate professionals Maura Watson, Noel Phillips, and St. Aubyn Clark, delves into the current state of the Airbnb market, the increasing pressures from various fronts, and whether investing in Airbnb properties is still profitable.Discover insights on:- The average mortgage process in Jamaica- Essential steps for buying property- The role of surveys and valuations- The potential challenges faced by Airbnb hosts- How to navigate regulations and community rules- Whether you are an investor, property owner, or simply interested in the Jamaican real estate market, this discussion offers valuable perspectives and practical advice.Don't forget to like, comment, and subscribe for more expert insights on real estate investment in Jamaica!Topics Covered:- Average mortgage process in Jamaica- Importance of TRN and a good lawyer- Valuations and survey reports- Viability and challenges of Airbnb in Jamaica- The impact of government and social pressures on Airbnb- Join us to get the latest expert opinions on whether Airbnb is still a viable investment in Jamaica.#JamaicaRealEstate #Airbnb #THROPX #RealEstateInvestment #Jamaica #AirbnbJamaica #PropertyInvestmentTopics Covered:The current state of the Airbnb market in JamaicaChallenges facing Airbnb hosts and investorsThe process of buying property for AirbnbRisk vs. reward of investing in AirbnbFuture prospects for Airbnb in JamaicaDon't forget to like, comment, and subscribe for more insights on real estate investment in Jamaica!Chapter Markers:0:00 - Introduction1:16 - Panel Introduction and First Speaker2:09 - Cash Buyers vs. Mortgage Buyers3:00 - Challenges with Mortgage Timelines4:30 - Considerations for Residential Property Purchases5:48 - Role of Lawyers in Real Estate Transactions6:40 - Importance of Survey Reports8:36 - Site Visits and Property Inspections11:10 - Dealing with Property Boundary Issues14:00 - Importance of Home Inspections16:00 - Impact of Property Age on Valuations18:31 - Strata Restrictions on Airbnb20:21 - Government Regulations and Taxes on Airbnb22:21 - Ensuring Compliance with HOA and Strata Rules24:26 - Airbnb as a Business Opportunity26:01 - Balancing Hotel and Airbnb Markets30:07 - Future Regulations for Airbnb32:00 - Multi-Listing Services in Jamaica35:28 - Q&A: Property Valuation Process39:59 - Q&A: Government Plans for Airbnb Taxation42:02 - Q&A: Suggested Regulations for Airbnb47:59 - Q&A: Building Materials Used in Jamaica48:52 - Q&A: Regulation Impact on Airbnb Experience51:16 - Final Thoughts on Airbnb ViabilitySpeaker Contact InfoHost Amashika LorneIG: https://www.instagram.com/amashikalorne/?hl=enNoel Phillips ‭- 1 (876) 550-1600‬IG: https://www.instagram.com/iamnoeltherealtor/?hl=enMaura Watson ‭- 1(876) 413-2510‬IG: https://www.instagram.com/maurawat64/?hl=enSt. Aubyn Clarke - 1 (876) 550-1215‬IG: https://www.instagram.com/islandstyle.realestate/?hl=enMy Contacthttps://thropmedia.com/throp-xFacebook: https://www.facebook.com/throplife

Cash Flow Positive
Part 2: Should I Use a Commercial Loan for My STR Purchase with Matt Stout

Cash Flow Positive

Play Episode Listen Later Jan 30, 2025 37:31


What's the smartest way to finance your next short-term rental property? In this episode of the Cash Flow Positive Podcast, Kenny sits down with Matt Stout, a seasoned broker and expert in real estate lending, to tackle the big questions around financing STR investments. With over 30 years of experience and more than 4,000 transactions, Matt shares insider knowledge on DSCR loans, builder financing, and strategies to make your numbers work—no matter the market conditions.From avoiding emotional decision-making to understanding the nuances of construction loans, this episode offers invaluable advice for real estate investors looking to scale their portfolios while minimizing risk and maximizing returns.If you've enjoyed this episode of the Cash Flow Positive podcast, be sure to leave a review and subscribe today! Enjoy!In This Episode You Will Learn:Why DSCR loans are a game-changer for real estate investorsThe challenges and opportunities of financing new construction short-term rentalsHow to balance risk tolerance and emotional decisions when purchasing propertiesWhy running the numbers is critical to making smart investment decisionsThe importance of finding the right lender and understanding your financing optionsAnd much more…Resources:Connect with Kenny on LinkedInFollow Kenny on InstagramConnect with Matt on LinkedInSTRloanguy.com

Equity Mates Investing Podcast
James Miller - AI tools we can all use to become better investors | Summer Series

Equity Mates Investing Podcast

Play Episode Listen Later Jan 5, 2025 39:17


James Miller is a cofounder of Firetrail and Portfolio Manager of the S3 Global Opportunities FundThroughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.In today's conversation with James, we're unpacking:James' unconventional path into funds managementHow James researches investment opportunities and develops expertise in new marketsThe AI tools we can all use to become better investorsThe similarities and differences when investing in different parts of the market - Australian small caps to global large capsFiretrail's investment philosophyHow to assess management teams and think about incentives—------Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.Viola Private Wealth manages over $2.5 billion for high-net-worth investors ($750k+). Their expert team provides tailored strategies to make your financial decisions clear, empowering, and aligned with your long-term goals.To speak to the team at Viola Private Wealth, complete the contact form on their website.—------Looking to start 2025 on the right foot?Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.Want more Equity Mates?Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubeFollow us on social media: Instagram, TikTokSign up to our daily news email—------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.

DTC POD: A Podcast for eCommerce and DTC Brands
#350 - Inside Night Ventures: The Fund Behind Internet's Top 1% Creators (Mr Beast, Kai Cenat, Hasan Piker)

DTC POD: A Podcast for eCommerce and DTC Brands

Play Episode Listen Later Dec 26, 2024 45:00


Ben Matthews is a general partner at Night Ventures, an early-stage consumer VC fund, focused on culture, community, and creators. They have partnered with some of the most famous people on the internet including Mr. Beast, Kai Cenat, and Hasan Piker.In this episode of DTC Pod, Ben and Blaine discuss:Lessons from incubating and investing in early-stage consumer companiesThe key elements of successful talent-driven brands, including audience fit and long-term commitmentChoosing the right business opportunities based on market potential and operational feasibilityStructuring effective partnerships between creators, operators, and investorsThe future of TikTok and emerging monetization avenues for content creatorsInteract with other DTC experts and access our monthly fireside chats with industry leaders on DTC Pod Slack.On this episode of DTC Pod, we cover:1. Business Launch and Growth2. Talent-Driven Brands3. Challenges in Creator Partnerships4. Creator-Audience Relationship5. Employment Trends and AI Impact6. Content Commerce Trends7. TikTok's Future and Market Impact8. Elements of Business Success9. Incentive Structure in Partnerships10. Importance of Having an Audience11. Monetization Opportunities for CreatorsTimestamps00:00 Ben Matthew's background and Night Ventures06:05 Building business with talent: the case of Mr. Beast10:54 What works in creator-brand partnerships15:25 Picking the right talent to represent a brand19:42 Picking the right business and products23:01 Incubating early-stage consumer companies30:07 Investing in early-stage consumer companies33:03 Future trends in the creator-commerce space35:19 Future trends in the content creator landscapeShow notes powered by CastmagicPast guests & brands on DTC Pod include Gilt, PopSugar, Glossier, MadeIN, Prose, Bala, P.volve, Ritual, Bite, Oura, Levels, General Mills, Mid Day Squares, Prose, Arrae, Olipop, Ghia, Rosaluna, Form, Uncle Studios & many more.  Additional episodes you might like:• #175 Ariel Vaisbort - How OLIPOP Runs Influencer, Community, & Affiliate Growth• #184 Jake Karls, Midday Squares - Turning Your Brand Into The Influencer With Content• #205 Kasey Stewart: Suckerz- - Powering Your Launch With 300 Million Organic Views• #219 JT Barnett: The TikTok Masterclass For Brands• #223 Lauren Kleinman: The PR & Affiliate Marketing Playbook• ​​​​#243 Kian Golzari - Source & Develop Products Like The World's Best Brands-----Have any questions about the show or topics you'd like us to explore further?Shoot us a DM; we'd love to hear from you.Want the weekly TL;DR of tips delivered to your mailbox?Check out our newsletter here.Projects the DTC Pod team is working on:DTCetc - all our favorite brands on the internetOlivea - the extra virgin olive oil & hydroxytyrosol supplementCastmagic - AI Workspace for ContentFollow us for content, clips, giveaways, & updates!DTCPod InstagramDTCPod TwitterDTCPod TikTok  Ben Matthews - General Partner at Night VenturesBlaine Bolus - Co-Founder of CastmagicRamon Berrios - Co-Founder of Castmagic

Sales Beast Podcast w/ Mike Johnson & Ana Marin
Ep 102: Going Big On Brand Awareness w/ Brooke Hicks

Sales Beast Podcast w/ Mike Johnson & Ana Marin

Play Episode Listen Later Dec 5, 2024 51:45


In this episode, we sit down with Brooke Hicks, a seasoned real estate broker and the founder of the Brooke Hicks Team at Royal LePage Burloak Real Estate Services. Brooke's journey, rooted in entrepreneurship and a drive to create lasting partnerships, has led her to build an award-winning team that thrives on delivering personalized solutions.Join us as we explore Brooke's real estate journey, her strategies for embracing 2024 as a year of opportunity, and her insights on building a standout brand. From the power of networking to the hard work behind real estate success, Brooke offers actionable advice for anyone looking to excel in the industry. Don't miss her tips, team structure insights, and the secrets to her success as a broker and entrepreneur._______________________________________Podcast Notes:Brooke's real estate journeyEmbracing 2024 as a year of opportunityHow to stand out in a competitive marketThe power of networking and staying connectedGoing BIG on brand awarenessSuccess through teamwork: Brooke's team structureReal estate tips for buyers, sellers, and investorsThe hard work behind real estate successDon't miss: The Canadian Real Estate Homefront Podcast

Future Finance
AI Investment Strategies for Retail Investors to Outperform the Market with Andrew Einhorn

Future Finance

Play Episode Listen Later Oct 16, 2024 48:14


In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper delve into the world of AI-driven financial analysis with Andrew Einhorn. From anecdotes about early AI experiments to deep insights on leveraging data, Andrew shares how his platform helps investors move beyond opinions and make data-backed decisions. Andrew Einhorn is an entrepreneur and data scientist with over a decade of experience in creating technology companies. As the CEO and Co-Founder of Level Fields, Andrew's mission is to make sophisticated investment analysis accessible to everyday investors. His background spans epidemiology, regulatory science, and technology, with a focus on using data to simplify complex financial landscapes. He is passionate about solving problems and democratizing investment strategies.In this episode, you will discover:How AI can analyze real-time events to provide actionable investment insights for retail investorsThe role of data in replacing opinion-based decisions with factual, evidence-driven analysis Strategies for successfully integrating AI tools into financial decision-making processesInsights into the challenges and rewards of being a startup entrepreneur in the fintech spaceKey factors in building AI models specific to financial services and tailoring models to sector-specific needsThe conversation offers valuable perspectives on the transformative role AI plays in the financial industry today. Andrew's insights emphasized the importance of moving past traditional investment analysis methods and adopting cutting-edge technology to unlock greater market opportunities.Follow Andrew:LinkedIn: https://www.linkedin.com/in/einhorn/Website: https://www.levelfields.ai/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://qflow.ai/future-financeFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[02:09] – Why your company needs an AI strategy[09:59] – Navigating the pitfalls of early AI adoption[16:50] – Introducing Andrew Einhorn and Level Fields[18:01] – The entrepreneurial drive and startup challenges[24:02] – From epidemiology to AI in finance[33:14] – How level fields makes advanced investment analysis accessible[40:27] – Leveraging proprietary AI models in financial analysis[44:05] – Quick-fire personal questions with Andrew[47:12] – Closing remarks and wrap up

How Did They Do It? Real Estate
SA1012 | Co-Investing Passively in Fractional Property Deals with Brian Davis

How Did They Do It? Real Estate

Play Episode Listen Later Oct 8, 2024 36:30


Do you find it too risky to invest in syndications on your own? In this week's episode, let's hear Brian Davis' unusual yet income-producing passive investing strategy!Brian shares how he started to build an investment club for syndication deals and vet opportunities as a group, sharing common goals with other investors, the concept of fractional real estate investing, and providing opportunities to non-accredited investors! Tune in to this show to learn something different today!Key Points & Relevant TopicsBrian's losses in real estate investing and the most important lesson he learned along the wayWhy Brian decided to invest passively in real estate syndicationsA unique business model and strategy Brian utilizes to invest passivelyThe role of networking in the success of fractional dealsHow a fractional investing or group investment works for non-accredited investorsThe main challenge with vetting investors, partners, and sponsors abroadBrian's personal experiences of encountering bad sponsorsIs it difficult to invest in real estate internationally?Resources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Brian DavisG. Brian Davis is a real estate investor, personal finance writer, and co-founder of SparkRental.com with over two decades in the real estate and finance industries. He owns an interest in over 2,000 units, adding more each month in a form of dollar cost averaging. In addition to hosting the Live Off Rents podcast, Brian regularly contributes as a real estate and personal finance expert for BiggerPockets, Inman, Best Ever Real Estate, R.E.tipster and more.  Brian started his career working for a hard money lender, and saw firsthand how investing can build wealth and passive income. He started buying rental properties (albeit without knowing what he was doing), and gradually learned how to do it better.  Today Brian invests passively, going in with other investors on fractional property deals through a real estate investment club. He leaves direct ownership to people who want a real estate side hustle. Along with his wife and daughter, Brian spends most of the year overseas living by his own rules. He loves hiking, cooking, travel, scuba diving, and occasionally surfing (badly). Most of all, he loves showing others how they too can create their ideal lives through investing and lifestyle design. Get in Touch with BrianWebsite: https://sparkrental.com/ Email: brian@sparkrental.com Facebook: Spark RentalInstagram: @sparkrentalX (Twitter): @SparkRentalLinkedIn: SparkRentalTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

How Did They Do It? Real Estate
SA1011 | The Vital Role of Due Diligence in the Success of Your Syndication Deal with Merrick Lee Jr.

How Did They Do It? Real Estate

Play Episode Listen Later Oct 1, 2024 26:44


We're excited to feature the “Coolest Guy on the Internet” Merrick Lee Jr. for this week's episode and his continuous success in the syndication space!Merrick shares how he started educating himself about the different facets of real estate investing, got involved in mentorship and multifamily syndication, and built a strong team that will help him give value to the community and investors!Key Points & Relevant TopicsMerrick's background in marketing and his discovery of real estate investing and syndicationThe importance of mentorship and building a foundation before investing in real estateReasons why you should let yourself be surrounded by successful investorsThe power of doing your due diligence as an investorBeing cautious and evaluating a deal in today's marketWhy you should have the right team and people in real estate syndicationThe meaningful effect of real estate investing on Merrick's lifeResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Merrick Lee Jr.Merrick embarked on his professional journey as a Digital Marketing expert, amassing over 12 years of experience in pioneering technological innovations. With a keen interest in the dynamic realm of Real Estate, Merrick ventured into partnering with top operators, property management companies and brokerage firms where he's able to create valuable returns for his investors through multifamily purchases. Merrick's proactive approach and forward-thinking mindset has enabled him to stay ahead of market trends and capitalize on emerging opportunities. His ability to forge strong relationships has proven instrumental in sourcing high-quality deals and securing favorable terms for his investors. His commitment to excellence, coupled with his innovative spirit and unwavering determination, continues to drive his pursuit of excellence in multifamily real estate investment.   In addition to his professional endeavors, Merrick is deeply committed to giving back to the community and supporting charitable causes that align with his values. He believes in using his success to make a positive impact on the lives of others and strives to create meaningful change through philanthropy and social responsibility. Get in Touch with MerrickWebsite: https://lovecapitalpartners.com/ LinkedIn: Merrick Lee Jr.Podcast: Merrick Lee: The Coolest Guy on the InternetInstagram: @merrickleejrTikTok: @merrickleejrTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Making Cent$ of Wealth
AirBnB: Your Retirement Cash Cow or Money Pit?

Making Cent$ of Wealth

Play Episode Listen Later Sep 27, 2024 2:00


 This week on Weekly Cent$ , we're unlocking the vault on a hot retirement investment trend: AirBnB properties. But is this golden goose all it's cracked up to be?Tune in as we dissect:The hidden jackpot for early real estate investorsThe sneaky "cost of capital" that could make or break your investmentHow economic rollercoasters can turn your AirBnB dreams into nightmaresPlus, we're pulling back the curtain on a real AirBnB property analysis that might just shock you. Is that 4-6% return over 20 years worth your time and money?Whether you're a seasoned property mogul or just daydreaming about that beachfront rental, this episode of Weekly Cent$ is your ticket to understanding if AirBnB is your fast track to retirement riches or a one-way street to financial headaches.Don't miss out on this penny-wise, pound-foolish breakdown of the AirBnB retirement riddle. Your future self (and wallet) will thank you!

On Investing
Recent Market Volatility & the Role of Fixed Income

On Investing

Play Episode Listen Later Aug 16, 2024 34:26


Kathy and Liz Ann catch up on recent market volatility, the Fed's next move, and changes in the economic data. There is some debate about whether the Fed should cut by 50 basis points in September or the expected 25 basis points. They also touch on the importance of inflation, the labor market, and global growth in the Fed's decision-making process. Next, Kathy is joined by Matt Hastings, managing director and head of Bond Index Strategies for Schwab Asset Management. He leads the portfolio management team for the Schwab taxable bond mutual funds and Schwab fixed income ETFs and has overall responsibility for all aspects of the management of the funds. They discuss Matt's background in the industry, his role at Schwab, and the challenges of managing fixed income portfolios on a day-to-day basis. Matt and Kathy discuss how index tracking works, the vital role of liquidity in the bond market, recent market volatility, and the impact of Fed policy. Matt provides insights into the role of bond funds and ETFs for investors and emphasizes the importance of understanding what you're buying.Finally, Kathy and Liz Ann provide their outlook for the next week's economic data and market events.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 investing.The 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.All corporate 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.​Diversification and asset allocation strategies do not ensure a profit and cannot protect against losses in a declining market.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.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.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Mortgage-backed securities (MBS) may be more sensitive to interest rate changes than other fixed income investments. They are subject to extension risk, where borrowers extend the duration of their mortgages as interest rates rise, and prepayment risk, where borrowers pay off their mortgages earlier as interest rates fall. These risks may reduce returns.Currency trading is speculative, volatile and not suitable for all investorsThe information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. 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.ISM is the Institute for Supply Management.  https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/(0824-ECAD)

Fintech Leaders
David Haber, a16z General Partner - Building Fintech Giants, Leading With Software, What Makes a Truly Great VC

Fintech Leaders

Play Episode Listen Later Jul 16, 2024 35:42


Send us a Text Message.[Original air date, May 9, 2023] Miguel Armaza sits down with David Haber, General Partner at Andreessen Horowitz (a16z), one of the largest Venture Capital funds in the world, founded in 2009 by Marc Andreessen and Ben Horowitz.Based in NYC, David focuses exclusively on investing in global fintech. Before a16z, he founded Bond Street, a NY fintech that aimed to transform small business lending in the US. Bond Street was eventually acquired by Goldman Sachs in 2017.We discuss:Company building lessons from his experience at Bond Street and why he always looks for people with “humble confidence”The power of storytelling and why David believes effective storytelling is crucial for entrepreneurs and investorsThe future of fintechKey qualities of a good venture capital investorA look inside a16z and the vision of Mark and Ben for the firm… and a lot more!Want more podcast episodes? Join me and follow Fintech Leaders today on Apple, Spotify, or your favorite podcast app for weekly conversations with today's global leaders that will dominate the 21st century in fintech, business, and beyond.Do you prefer a written summary? Check out the Fintech Leaders newsletter and join ~70,000+ readers and listeners worldwide!Miguel Armaza is Co-Founder and General Partner of Gilgamesh Ventures, a seed-stage investment fund focused on fintech in the Americas. He also hosts and writes the Fintech Leaders podcast and newsletter.Miguel on LinkedIn: https://bit.ly/3nKha4ZMiguel on Twitter: https://bit.ly/2Jb5oBcFintech Leaders Newsletter: bit.ly/3jWIp

How Did They Do It? Real Estate
SA992 | Investing in Revenue-Generating Commercial Assets with Zane Schartz

How Did They Do It? Real Estate

Play Episode Listen Later Jul 2, 2024 28:27


In today's episode, Zane Schartz joins the show to talk about his success in the commercial space and his expertise in finding, acquiring, and managing single-tenant net lease properties!Zane tells us what makes his investment opportunities different for investors, his strategies for minimizing risks and maximizing investor returns in single and double-tenant net leases, finding the right deals and market to invest in, and the benefits of passive investing in real estate!Key Points & Relevant TopicsZane's background in real estate and his own private equity firmWhat makes Zane's company stand out for investorsThe principles and characteristics Zane had to apply to his investing careerThings to consider when looking for the right deals for investorsStrategies to secure investor returns and distributions from single-tenant net lease investmentsTools and resources for finding a good investment marketThe importance of having reserves and working capital in preparing for a potential investment risk Building trust in real estate investing and identifying your WHY and purpose Resources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Zane SchartzZane is the Founder of Freedom Commercial Real Estate. He has worked in private equity real estate investing for over 7 years and was the Chief Investment Officer of a firm with over $700MM of AUM. He successfully managed a portfolio of 6 commercial real estate funds with over 60 assets. He is a partner in over $300MM worth of commercial real estate, has a multifamily portfolio of over 1,200 units and directly manages over $150MM of commercial assets. Zane is passionate about maximizing returns for investors and adding value to their portfolios through using creative methods to generate wealth. He attended Liberty University where he played college hockey and graduated with a degree in business marketing and management. After graduation, he went on to play professional hockey for three years in North America and Europe. Zane attends Eastside Community Church in Dallas, TX. His biggest goal in life is to create a non-profit organization that funds Christian missionaries around the world. Get in Touch with ZaneWebsite: https://freedomcre.net/ Email: zane@freedomcre.net To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

The Practical Islamic Finance Podcast
A Clear Picture

The Practical Islamic Finance Podcast

Play Episode Listen Later Jul 1, 2024 16:38 Transcription Available


► If you enjoyed the episode, please leave us a good review!► More from PIF: https://linktr.ee/practicalislamicfinanceA Clear PictureIn this episode, we will cover the global economic outlook and its impact on investments.The inflation rate drops to its lowest since March 2021Potential for interest rates to decreaseLarge-cap tech stocks lead in performance; small-caps lagIntroduction of a small cap portfolio to PIF portfoliosIncreasing after-hours and pre-market trading by international investorsHigher trading volumes boost US equitiesValuations are reasonable, around the five-year averageRising liquidity levels are crucial for future risk assetsMajor economies, except Japan, expected to lower interest rates in 2024Tesla's performance and competition with BYDPositive outlook for Tesla's stock with upcoming delivery reportsPIF growth portfolio surpasses 100% returnInteractive Brokers recommended for international investorsThe potential impact of Mount Gox coin repayments on BitcoinCONTACT USsalam@practicalislamicfinance.comABOUT OUR PODCASTOur podcast is about helping people ethically build wealth. We cover a broad range of topics including stock and crypto investing, product reviews, and general financial well-being.DISCLAIMERAnything you hear in this video is an opinion. It is not personalized financial advice. Make sure you do your due diligence before making any investment decisions. 

How Did They Do It? Real Estate
SA979 | The Opportunity From Mobile Homes Parks' Shrinking Supply and Rising Demand with Jason Postill

How Did They Do It? Real Estate

Play Episode Listen Later Jun 13, 2024 26:27


Want to know more about a lucrative asset class in today's market? In this episode, we're featuring Tyler's business partner on the show, Jason Postill!This time, Jason highlights finding opportunities in the thriving mobile home park space, the criteria for choosing the right location for this asset class, and more from our mobile home expert today!Key Points & Relevant TopicsThings that changed Jason's perception about real estate investingHow Jason selected the investment market for his first dealSelf-managing mobile home parksWhat attracted Jason to choose the mobile home park despite its current status in the marketHow to create cash flow opportunities from mobile home parksFactors to consider when looking for the right market for mobile home parksThe freedom real estate could offer investorsThe importance of picking your lane, being good at it, and staying consistentResources & LinksThe ONE Thing by Gary Keller and Jay PapasanEpisode with Tyler Lekas: SA977 | Invest in Large Mobile Home Park Communities and DealsApartment Syndication Due Diligence Checklist for Passive InvestorAbout Jason PostillJason Postill got started in Real Estate after ending his professional baseball career in 2015 and joining a Publicly traded Real Estate investment firm that transacts $46B+ annually. Jason acquired assets and disposed of commercial properties in the multifamily and apartment sector for investors spread throughout various major U.S. metros.He then started a full-service commercial brokerage in 2019 specializing in multifamily throughout the Southeast before partnering up with Tyler and forming MHCI Group which is now the largest private owner of mobile home communities in Arkansas.Jason has a business-focused mindset, skilled in negotiating, and will be providing strategic planning, implementing company systems & operations. Some of Mr. Postill's direct responsibilities will include marketing operations, acquisitions, debt placement, & investor relations.Christian. Proud Father. NCAA National Champion. Professional Athlete. Majored in Business and Sports.Get in Touch with JasonWebsite: https://www.mhcigroup.com/ Email: jason@mhcigroup.com To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Late Confirmation by CoinDesk
UNCHAINED: Why Robinhood, a TradFi Hub, Is Growing Its Crypto Business Globally

Late Confirmation by CoinDesk

Play Episode Listen Later Jun 12, 2024 62:23


Robinhood spent $200 million to acquire Bitstamp and expand its crypto operations to the EU. But it won't stop there.Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Overcast, Podcast Addict, Pocket Casts, Castbox, Amazon Music, or on your favorite podcast platform.Robinhood has been in the spotlight for its $200 million acquisition of European crypto exchange Bitstamp. The TradFi app's venture into crypto is paying off: its recent earnings showed that revenue is growing substantially, and the Bitstamp acquisition is just one way the company will grow the pie.Johann Kerbrat, general manager of Robinhood Crypto, came on the show to discuss the acquisition, Robinhood's plans for expanding its crypto business internationally and into the institutional market, the company's approach to listing crypto assets, how regulation has affected its business decisions, and its efforts to bridge traditional finance and decentralized finance.Show highlights:How the acquisition of Bitstamp will reshape RobinhoodWhether Robinhood could list more coins and whether it's considering more acquisitionsWhether the U.S.'s unclear crypto regulation influenced the decision to acquire Bitstamp and which other jurisdictions, besides the EU, Robinhood Crypto is eyeingWhy Johann was disappointed by the Wells notice Robinhood received from the SECJohann's U.S. crypto regulation wish list and why Robinhood supports the FIT21 billWhy Robinhood delisted ADA, MATIC, and SOL, and the process for listing or delisting a coin on the platformJohann's background in crypto and trajectory at Robinhood CryptoHow Robinhood is uniquely poised to help bring real-world assets and securities onchain, and how it will handle offerings for institutional investorsThe impact and importance of the introduction of spot bitcoin ETFsWhy Robinhood decided to offer staking, but only for Solana, not EthereumWhether there's demand for crypto-native features in the Robinhood platformRobinhood's collaboration with Arbitrum and whether the company might build their own Layer 2Johann's take on the memecoin mania and whether Robinhood could list themWhat Johann thinks about the political fight around crypto in the U.S.Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.comThank you to our sponsors!PolkadotGuest:Johann Kerbrat, general manager of Robinhood CryptoLinksAcquisition of Bitstamp: Unchained: Q&A With Robinhood Crypto General Manager: Why the Crypto Giant Went to the EUFortune: Robinhood defies the SEC by forking over $200 million for a crypto exchangeDL News: Robinhood crypto head says Bitstamp will help lure wealthy investorsRobinhood's crypto business:Bloomberg: Robinhood (HOOD) Profit Beats Estimates as Crypto Revenue SurgesRobinhood Reports First Quarter 2024 ResultsRegulatory actions:Reuters: Robinhood Crypto gets Wells notice from US SEC Robinhood Crypto Launches Staking in Europe with Localized Apps to FollowMemecoin maniaUnchained: Celebrity Tokens Continue to Bleed With Some Memecoin Traders Losing Six-Figures Why Memecoins Have Been 2024's Most Profitable Crypto Trade: Ansem and KelxyzEther ETFs:Unchained: Ethereum ETFs Likely Protect Ether From the SEC. But What About Staked ETH? Why the SEC May Not Be Done in Its Legal Battles Over EthereumKerbrat's statement on ETFs-Unchained Podcast is Produced by Laura Shin Media, LLC. Distributed by CoinDesk. Senior Producer is Michele Musso and Executive Producer is Jared Schwartz. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Facts vs Feelings with Ryan Detrick & Sonu Varghese
Talking About Markets and Life with Jeremy Schwartz (Ep. 87)

Facts vs Feelings with Ryan Detrick & Sonu Varghese

Play Episode Listen Later May 29, 2024 40:13


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.

Real Estate Investing With Jay Conner, The Private Money Authority
Derek Dombeck's Blueprint for Real Estate Success and Personal Fulfillment

Real Estate Investing With Jay Conner, The Private Money Authority

Play Episode Listen Later May 9, 2024 31:58


In a revealing discussion on the Raising Private Money podcast, Derek Dombeck and Jay Conner, The Private Money Authority delves into the complexities of real estate investments, particularly focusing on creative financing and ethical business practices. This episode provides valuable insights for real estate investors aiming to thrive by aligning business strategies with personal fulfillment.Creative Financing DefinedIn the realm of real estate, understanding and implementing creative financing can be the key to unlocking lucrative deals. Derek Dombeck defines this approach as a method to solve a seller's problems by combining different financing strategies to meet their needs. This not only facilitates smoother transactions but ensures all parties benefit equitably. Jay Conner supports this with a personal anecdote where he bought a house 'subject to' the existing note, showcasing how stacking strategies can lead to success without traditional bank loans.The Ethical Edge in BusinessAn important theme of the discussion is conducting business ethically. Derek stresses the significance of living a visionary life that you love, rather than just striving for financial gains. The conversation criticizes the often misleading advice floating around in real estate circles, advocating for a more grounded and honest approach to education in this sector. Ethical practices not only foster long-term success but also contribute to a healthier, more sustainable market environment.Private Money: Raising and Managing InvestmentsJay Conner, as host of "Raising Private Money," and Derek, with his impressive accomplishment of raising upwards of $20 million, discuss the intricacies of managing private funds. Derek recalls overcoming the market downturn in 2007 by pivoting towards raising private money, illustrating resilience and adaptability as key traits of a successful real estate entrepreneur. The strategy of storytelling to attract investments, without a direct request for funds, emerges as a nuanced skill that can deepen potential investor relationships.Relationship Building with InvestorsThe podcast highlights the crucial aspect of not prejudging potential private money investors. Building trust and establishing robust relationships, particularly with self-directed IRA companies, forms the backbone of successful fundraising. Both Derek and Jay emphasize the human element in financial dealings, underscoring the impact investors can have on transforming retirement years through strategic real estate investments.Aligning Business with Lifestyle and VisionPerhaps the most refreshing take from this episode is Derek's emphasis on aligning business endeavors with personal lifestyles and dreams. He shares his transformative experience of taking a 5-week RV trip, demonstrating the feasibility of integrating significant personal rewards with professional rigors. This section serves as a powerful reminder of the importance of designing a business that supports personal growth and family life, rather than constraining it.Conclusion: A Call to Ethical Action and Continuous LearningAs the episode wraps up, listeners are encouraged to follow Derek Dombeck for more insights and to access Jay Conner's private money guide as a resource for further learning. The discussion revisits the themes of creative deal structuring and the benefits of dealing with private lenders over institutions, advocating for a real estate investment model that benefits all players involved.By prioritizing ethical practices, innovative financing solutions, and aligning business strategies with personal values, real estate investors and entrepreneurs can not only achieve financial success but also enjoy a fulfilling life. The insights from Derek Dombeck and Jay Conner are a testament to the power of responsible and innovative real estate entrepreneurship.

Facts vs Feelings with Ryan Detrick & Sonu Varghese
Yes, Stocks Can Go Down (Ep. 82)

Facts vs Feelings with Ryan Detrick & Sonu Varghese

Play Episode Listen Later Apr 24, 2024 40:00


Market volatility is a constant companion for investors, but understanding the underlying economic indicators can provide a clearer path forward.How do we interpret the recent market pullback? What do the surging yields and inflation data tell us about the future economic outlook?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, explore the recent market pullback, the surge in yields, and what these indicators mean for the economy. They dive into the reasons behind the market's behavior, the impact of inflation data, and the Federal Reserve's potential actions.Ryan and Sonu discuss: The recent market pullback and its implications for investorsThe surge in bond yields and what it signals about economic growth expectationsThe role of inflation data in shaping market sentiment and Federal Reserve policiesThe potential long-term impact of current economic trends on market performanceAnd more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Ryan Detrick: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu Varghese

Facts vs Feelings with Ryan Detrick & Sonu Varghese
Total Eclipse of the Bears (Ep. 80)

Facts vs Feelings with Ryan Detrick & Sonu Varghese

Play Episode Listen Later Apr 10, 2024 36:44


With the bull market we have had for several months now, it is normal for some to have doubts about its continuation. What can we expect for the markets? How is the economy doing and why should investors consider it?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into the stock market's performance amidst economic indicators and Federal Reserve policy considerations. They navigate through employment growth, GDP, inflation, and inflation expectations, illuminating how these factors influence market sentiment and investor strategies.Ryan and Sonu discuss: Updates on the stock market and what we can expect based on historical trendsThe resilience and growth of the job market contrary to skeptical viewpointsDebunking the myth of part-time employment dominating new job growthThe performance of GDP and GDI and its implications for investorsThe nuances of inflation and its current trajectory in the economyAnd more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Ryan Detrick: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu Varghese

Building Wealth Through Commercial Real Estate
Navigating the Landscape: Ginny Bolling's 40-Year Journey in Commercial Real Estate

Building Wealth Through Commercial Real Estate

Play Episode Listen Later Apr 8, 2024 14:10


On today's episode, we are thrilled to have Ginny Bolling, a seasoned real estate professional with an impressive four-decade career in the industry.Ginny is not just a successful real estate expert; she's a mother of two incredible kids, making her insights and experiences uniquely relatable to many. With a background spanning over 40 years, Ginny has been at the forefront of managing teams that acquired over 600 properties for critical public infrastructure projects, including roads, utilities, and telecom networks. Her role involved negotiating settlements on property values, handling zoning intricacies, land use considerations, current use assessments, and navigating legal challenges.As a recognized expert in her field, Ginny has qualified as an expert witness in court, showcasing her unparalleled expertise. She's not only weathered the storm of the Savings and Loan Crisis in the 1980s as a real estate appraiser but has also held a real estate broker position for around 30 years.What sets Ginny apart is her commitment to empowering everyday individuals through commercial real estate investments. Recognizing the potency of syndications, she founded Pivotal Real Estate Investments to collaborate with like-minded individuals keen on building wealth, generating income, and positively impacting communities. Ginny's passion for urban renewal is evident through her involvement in various committees and Boards dedicated to housing and redevelopment at both State and local levels.Not stopping there, Ginny is also the visionary founder and CEO of Acquisition Solutions, a reputable real estate brokerage celebrating its 10th year in the industry. Her commitment to conservative underwriting, capital preservation, good stewardship, and ensuring a touch of fun when appropriate truly sets the tone for her approach to real estate.Tune in now and gain a fresh perspective on multifamily investing from someone who's at the forefront of the industry! In this episode, we discussed:Real estate syndicationsGinny's background and experience in the real estate industryGinny's advice for new real estate investorsThe power of a morning ritual and good habits for entrepreneursCONNECT WITH GINNY BOLLINGWebsite FacebookYouTube LinkedinSpotifyiTunes eBook: Why Multifamily Real Estate is a Good Investment CONNECT WITH JONATHANTo connect with Jonathan, you can send an email to info@greystonecapgroup.com or schedule a time to chat.To learn more about real estate investment opportunities, join the Greystone Capital Investor Network.Thanks for listening and until next time!

How Did They Do It? Real Estate
SA926 | Accumulate Predictable Cash Flow by Investing in the Right Rental Properties with Andrew Kim

How Did They Do It? Real Estate

Play Episode Listen Later Apr 4, 2024 20:18


If you're looking for a platform to find cash-flowing single-family rental properties, you landed in the right show! This episode with Andrew Kim talks about the motivation behind staying in single-family investing despite his past losses, the things he considers when choosing the right market and deals, and how he helps investors make single-family rentals even more passive.Listen in and learn how to own rental properties and earn passive income without the hassle of being a landlord!Key Points & Relevant TopicsAndrew's background in the tech industry and the ups and downs with his first single-family investmentsThings that caused Andrew's losses from single-family investments and BRRRR strategyThe start of Andrew's investing journey from Canada to the United States and the reason he initially chose the Florida marketHow SHARE works and what it does for investorsThe driving force behind Andrew's decision to grow his portfolio during the pandemicFinding single-family deals that pencil out despite the current market situation and high cost of housesAndrew's insights on the Sunbelt and Midwest SFR marketHow SHARE find deals for its clients and win deals amidst the competitionResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Andrew KimAndrew is a technology entrepreneur and passive real estate investor. After investing and losing a lot of money trying to do BRRRs, he managed to find success by working with seasoned professionals. His real estate portfolio (20 SFRs) allows him to focus on his other passion/profession - building technology companies. His current focus is building SHARE - the easiest way to build a portfolio of rental properties. SHARE's mission is to help others seek financial security through real estate. Get in Touch with AndrewWebsite: https://sharesfr.com/ To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Equity Mates Investing Podcast
Expert: Kerry Craig - Portfolio construction and beating home country bias | JP Morgan Asset Management

Equity Mates Investing Podcast

Play Episode Listen Later Mar 21, 2024 28:50


Australia is just 2% of the global stock market and yet, the majority of Aussie investors have most of their money in Aussie stocks. Today we're joined by Kerry Craig from JP Morgan Asset Management who is busting us out of our home country bias and helping us right our portfolio construction. In today's episode we cover: Why home country bias is a concern for investorsThe practical ways to break out of your home country bias and invest globallyA 101 on portfolio construction Some general rules of thumb for asset allocationWhy JP Morgan Asset Management is bringing active ETFs to the ASXResources discussed: Pick up tickets for our upcoming live show: Ask an AdvisorLearn more about JP Morgan Asset Management's ASX-listed Active ETFs on their website.Want to ask a question or join us on the podcast, hit us up via our website. —------Thank you to JP Morgan Asset Management for sponsoring this episode. You can find out more about their range of ASX-listed Active ETFs on their website.—------We're back with our first live event of 2024.Join us at the Chauvel Cinema in Sydney on 10 April for a live Ask an Advisor. Click here for more information and to secure your tickets.—------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.

How Did They Do It? Real Estate
SA914 | Utilizing Loan Options and Strategies Conservatively for Commercial Deals with Brandi Shotwell

How Did They Do It? Real Estate

Play Episode Listen Later Mar 19, 2024 32:24


In a real estate environment where things are uncertain and challenging, we're bringing Brandi Shotwell to the show to share her expertise in guiding commercial investors seeking suitable financing options and loan strategies.Brandi will definitely provide value in this episode as she discusses why she transitioned to the commercial side of real estate lending, things you must know when acquiring commercial loans, and her high-level tips for preserving investors' capital. There's more to this conversation than you think, so tune in to discover!Key Points & Relevant TopicsBrandi's background in mortgage, real estate financing, and her transition from single-family to commercial financingAdvantages of financing commercial properties over single-family from a mortgage broker's perspectiveThe limitation in financing single-family properties or deals“Bad boy” clauses in commercial lending and their effect on loan agreementTypical DSCR (Debt Service Coverage Ratio) and LTV (Loan-to-Value) lenders are looking for The role of government loan programs in commercial real estateBrandi's advice for investors doing floating-rate debt or loans and her loan recommendations for commercial and retail investorsThe importance of relationship and communication with the lender in avoiding default loan, foreclosure, and losing investors' capitalThe biggest challenge lenders are facing in commercial or multifamily financing in today's marketBrandi's point of view on 2024's interest rate, financing, and real estate Resources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Brandi ShotwellBrandi Shotwell is a Principal at Reno Capital Management in Dallas, Texas concentrating on debt and equity. With over 20 years of experience in finance and real estate, Brandi has had leadership involvement in over $1.5 billion in real estate projects ranging from commercial acquisitions to commercial development. She has organized funding acquisitions and development opportunities for multifamily investors, high-net-worth individuals, municipal growth areas, and manufacturing clients. Prior to joining RCM, Brandi was Vice President at Edge Capital Markets in Dallas, Texas. Preceding Edge, she was Vice President of Coronado Bay Capital where she was a top-producing originator of the company. Previously, she was a founding partner of Global Mortgage USA. Brandi attended Purdue University Northwest where she studied business and marketing. Get in Touch with BrandiWebsite: https://www.renocm.com/ Facebook: Reno Capital ManagementLinkedIn: BRANDI SHOTWELLInstagram: @iammrsshotwellTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Collecting Keys - Real Estate Investing Podcast
EP 192 - The Era of Easy Money Is Over: How to Adapt Your Investment Strategy

Collecting Keys - Real Estate Investing Podcast

Play Episode Listen Later Mar 6, 2024 36:56


The real estate news machine may be slow, but we're still seeing some of the same issues: high interest rates, affordability issues, collapse of the commercial market, and the disappearance of big, cash flowing deals.In this episode, Mike and Dan discuss these challenges in the real estate market and how to adapt your investment strategies to survive the current economy. This includes the struggle to find buy and hold properties that once promised heavy cash flow, prioritizing liquidity over equity in a real estate market that demands capital, and more.They also discuss why they prefer wholesaling properties versus dealing with retail buyers and how to vet new buyers while sharing stories of some of their most wild buyer stories.Catch this episode for advice and insights on making smart investment decisions!Topics discussed in this episode:Wholesale versus retail buyersNavigating complex relationships in real estate transactionsCurrent challenges affecting real estate investorsThe real estate misinformation trending on social mediaHow to survive the present-day real estate marketWatch the new Collecting Keys Animated Adventures series on YouTube! https://www.youtube.com/@collectingkeysCheck 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

How Did They Do It? Real Estate
SA895 | Putting the BRRRR and Investors' Capital Into Action for More Cash-Flowing Properties with CJ Calio

How Did They Do It? Real Estate

Play Episode Listen Later Feb 22, 2024 35:15


Be inspired to achieve your goals through real estate with our guest today, CJ Calio. He converses about the realizations that shifted his life path into real estate investing, the strategies he had to utilize to expand his portfolio faster, and his unique approaches to raising capital and leveraging other people's money.Acquire tons of value from CJ's wisdom, investment philosophy, mindset, and success strategies!Key Points & Relevant TopicsCJ's life as a full-time worker, family man, and the beginning of his journey as an investorThe power of joining meetups and networking groupsHow the BRRRR strategy and leveraging Other People's Money (OPM) helped CJ grow his portfolio quicklyWhy you should raise capital in a way you're presenting opportunities to investorsThe investing principles WNN Properties promotes to the real estate spaceWNN Properties' live events and mentorship programsThe positive changes in CJ's life and health that were provided by investing in real estateResources & LinksTo learn more about CJ's mentorship programs and upcoming live events, visit https://wnnproperties.com/contact-us/. Apartment Syndication Due Diligence Checklist for Passive InvestorAbout CJ CalioCJ Calio is a buy-and-hold, out-of-state specialist who focuses on creating portfolios of cash-flowing-producing properties out of state. He is the proud owner of WNN Properties LLC, a mentorship/consulting company. They are active real estate investors who will lead through action and hold you accountable to achieve your goals. CJ and his wife have been able to quit their day jobs and live their dream of being full-time investors while spending more time with their three wonderful children. They now focus on helping others to do the same. Get in Touch with CJWebsite: https://wnnproperties.com/ Instagram: @wnnpropertiesTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Weiss Advice
Strategic Tax Planning for Investors with Ashish Acharya

Weiss Advice

Play Episode Listen Later Feb 18, 2024 39:42


How can real estate investing not only build wealth but also offer significant tax advantages when navigated with expertise? In this enlightening episode, Ashish Acharya, a CPA renowned for his investor-friendly approach and deep expertise in real estate taxation, shares his journey from Nepal to becoming a leading figure in the accounting world, emphasizing the importance of responsiveness, dedication, and strategic tax planning for real estate investors. Through anecdotes and professional insights, listeners are treated to a masterclass on leveraging tax laws to maximize investment returns, the critical role of choosing the right entity, the transformative power of education, and much more.[00:01 - 03:00] The Journey BeginsThe importance of having a clear professional goalThe transition from auditing to a tax-focused careerThe significance of responsiveness in the CPA-client relationship[03:01 - 10:00] Unveiling Tax Strategies for Real EstateDepreciation and cost segregation as powerful tools for tax savingsThe impact of choosing the right entity for investmentThe role of strategic planning in maximizing tax benefits[10:01 - 20:00] Building a Business on Investor NeedsThe decision to cater exclusively to real estate investorsThe challenges and rewards of entrepreneurshipThe critical role of community and responsiveness in business growth[20:01 - 30:00] The Future of Tax Planning and Real Estate InvestingAnticipating the return of 100% bonus depreciation and its implicationsThe importance of software in simplifying tax planning for investorsAshish's vision for leveraging technology to enhance tax advisory services[30:01 - 39:42] Personal Growth and Defining SuccessThe transformative power of spirituality in personal and professional lifeThe importance of meditation and self-reflectionEvolving definitions of success beyond financial achievementsConnect with Ashish:LinkedIn: https://www.linkedin.com/company/investor-friendly-cpa/Instagram:https://www.instagram.com/investor_friendly_cpa/YouTube: https://www.youtube.com/@investorfriendlycpaifc6215LEAVE 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:"Depreciation and cost segregation are the keys to unlocking tax savings for real estate investors." - Ashish Acharya"Success to me has evolved from financial achievements to finding peace and contentment through spirituality and meditation." - Ashish AcharyaSupport the show

Facts vs Feelings with Ryan Detrick & Sonu Varghese
Talking about Bitcoin ETFs with Matt Hougan (Ep. 72)

Facts vs Feelings with Ryan Detrick & Sonu Varghese

Play Episode Listen Later Feb 14, 2024 49:01


Bitcoin ETFs are one of the most anticipated and debated developments in the crypto space. What are the implications for the market, the economy, and crypto's future? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, speak with Matthew Hougan, Chief Investment Officer at Bitwise Asset Management about the impact of Bitcoin ETFs on the market, offering a new investment avenue. They explore Bitcoin's role as an asset class or currency within traditional portfolios. Ryan and Sonu also cover the CPI data, its implications for inflation, and market expectations.Listen to the episode to learn about:The Consumer Price Index (CPI) dataThe stock market's performance, historical seasonality, and the likelihood of a market pullbackThe increase in household net worth and credit card debt, highlighting the overall financial situation of consumersThe significance of Bitcoin ETF approval and its impact on financial advisors and investorsFund flows from GBTC to new Bitcoin ETFsAdding Bitcoin to portfolios, its historical returns, volatility, and the potential benefits for investorsThe likelihood of Ethereum ETFsShort-term and long-term drivers of Bitcoin's valueAnd more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Matthew Hougan: LinkedIn: Matthew HouganX: Matt Hougan Bitwise Asset ManagementConnect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseAbout Our Guest:Matt Hougan is a well-known expert in the fields of cryptocurrency, ETFs, and financial technology. He currently serves as the Chief Investment Officer at Bitwise Asset Management, which is the world's largest provider of cryptocurrency index funds and manages over $1.5 billion in assets.Before this, he was the CEO of ETF.com and Inside ETFs. During his tenure, he played a key role in developing the world's first ETF data and analytics system, the most popular ETF media platform, and the world's largest ETF conference.Matt serves as a board member for Equbot and is also a strategic advisor to several startups related to cryptocurrency and financial advising, such as Blockworks, Stratifi, and Exchange. He co-founded Advisor Circle, which is a product and content studio for the financial industry and also created the Futureproof Wealth Festival.

The Multifamily Wealth Podcast
#216: 7-Day Multifamily is Officially Launched! Learn More About The Program --->

The Multifamily Wealth Podcast

Play Episode Listen Later Feb 2, 2024 6:46


In this episode, we're taking a brief detour from our usual content to introduce our groundbreaking educational program: 7-Day Multifamily. This is the moment many of you have been eagerly waiting for, and we're thrilled to finally share it with you!7-Day Multifamily is a comprehensive program designed to help both new and existing investors navigate the multifamily real estate landscape with confidence. With over a year in the making, this program is packed with actionable insights and strategies to help you buy your first properties, avoid costly mistakes, and scale your multifamily business.To give you a taste of what's in store, I've dedicated the latest episode of the Multifamily Wealth Podcast to give you an insider's look at what the 7-Day Multifamily program has to offer.In this special episode, I dive deep into:The inspiration behind creating a program that helps both new and seasoned investorsThe comprehensive content covering everything from building a team and selecting a market, to underwriting and finding off-market dealsAdvanced topics like capital structure, deal structuring, and raising equityOperational strategies to maximize net operating income and property valueExclusive interviews with top industry service providersAre you a new multifamily investor looking to grow your portfolio but don't know where to start? Are you an existing multifamily investor looking to scale your business and master advanced topics such as capital structure, finding off-market deals, and establishing JV partnerships? Click here to learn more about 7-Day Multifamily, a program in which I teach investors the foundational skills they need to start and scale a multifamily portfolio rapidly.Are you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.Connect with Axel:Follow him on InstagramConnect with him on LinkedInSubscribe to our YouTube channelLearn more about Aligned Real Estate Partners

launched jv multifamily investorsthe aligned real estate partners multifamily wealth podcast
Facts vs Feelings with Ryan Detrick & Sonu Varghese
Can You Take Me Higher (Ep. 69)

Facts vs Feelings with Ryan Detrick & Sonu Varghese

Play Episode Listen Later Jan 24, 2024 48:18


Now that the stock market has reached its all-time high, what can we expect?Which ways can the latest economic indicators and international markets affect us?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into the stock market's recent all-time highs and their implications for investors. They also cover the importance of manufacturing and high-tech industries for the economy. Additionally, they examine global economic factors, including China's influence on markets and the comparative strengths of the US economy.Ryan and Sonu discuss: Historical data on all-time highs, patterns of all-time highs over the years, and the likelihood of continued all-time highsAnalysis of the increase in consumer confidenceAn analysis of retail salesThe importance of manufacturing for the economy, including high-paying jobs and the impact on supply chainsThe positive trends in high-tech production and its impact on the economyThe impact of Taiwan Semiconductor's growth on the semiconductor market and its implications for investorsThe impact of geopolitical tensions on the stock markets, particularly in Taiwan and ChinaThe impact of China's economic slowdown on global marketsA Comparison of the growth rates of the US and China economiesThe potential momentum in small and mid-cap stocks and the significance of GDP growthAnd more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu Varghese

Late Confirmation by CoinDesk
UNCHAINED: How Small Bitcoin ETF Issuers Will Compete With the Likes of BlackRock

Late Confirmation by CoinDesk

Play Episode Listen Later Jan 17, 2024 68:41 Very Popular


Bitwise's Matt Hougan and VanEck's Matthew Sigel delve into the details of the first two days of trading and what each company tried to focus on with its offering. Listen to the episode on Apple Podcasts, Spotify, Fountain, Overcast, Podcast Addict, Pocket Casts, Pandora, Castbox, Google Podcasts, Amazon Music, or on your favorite podcast platform.Thursday was a momentous day in crypto as the first SEC-approved spot Bitcoin ETFs finally began trading after more than a decade of waiting, and by almost all accounts, it was a huge success, with more than $625 million in inflows on the first day of trading. Bitwise CIO Matt Hougan and VanEck head of digital assets research Matthew Sigel joined Unchained to discuss their approaches towards selling their products in the market, the challenges of competing with larger firms like BlackRock and Fidelity, the fee wars and where those are headed, the importance of specialist expertise in the crypto investment space, and how Bitcoin prices might react to all the new supply in the market. Show highlights:Why Matt Hougan regards the first week as a massive success for BitcoinHow Matthew Sigel emphasizes the costs and benefits ETFs offer to retail investorsThe strategic marketing approaches of VanEck and Bitwise aligning with Bitcoin community valuesThe reasons for Bitwise's standout performance in the first days of trading, according to MattWhether the introduction of Bitcoin ETFs will reshape the broader ETF landscapeMatt's perspective on why some financial institutions resist Bitcoin, and their eventual openness to cryptoWhether the established players in finance feel threatened by the rise of open-source technologiesWhether Gary Gensler's statement after the approval is “totally crazy”Why data for the various ETFs in the market should be analyzed on a weekly or monthly basisThe ongoing fee competition and how smaller entities can compete against giants like BlackRock and FidelityGrayscale's strategies to remain competitive with higher fees and the possibility of launching a new, low-fee ETFHow investment advisors might adapt to these new crypto products and the potential for mainstream adoptionMatthew's predictions for when BTC investors, both short-term and long-term, will take profitsWhy they are both closely monitoring Ethereum's performance and the prospects for a spot ether ETF in the marketThank you to our sponsors! Arbitrum Foundation | Popcorn NetworkGuests:Matt Hougan, Chief Investment Officer at Bitwise Asset ManagementPrevious appearances on Unchained: Why a Spot Bitcoin ETF Will Probably Launch No Later Than January 10Matthew Sigel, Head of Digital Assets Research at VanEck.LinksPrevious coverage of Unchained on spot Bitcoin ETFs:Why Some Brokerage Firms Are Blocking Access to Spot Bitcoin ETFsWhy Spot Bitcoin ETFs Are Likely to Finally Start Trading on Thursday Why the SEC May Want Cash Creation of Spot Bitcoin ETFsWhy It Looks Like BlackRock Could Win America's First Spot Bitcoin ETFWill a Spot Bitcoin ETF Finally Get Approved?The 4 Factors That Will Determine Which Spot Bitcoin ETFs Win Market ShareHow Much Money Will Flow Into Bitcoin ETFs? Here's One ProjectionApproval:Unchained: Spot Bitcoin ETFs Finally Receive SEC Seal of ApprovalWhat Officials, ETF Issuers, and Others Are Saying About the SEC's Spot Bitcoin ETF ApprovalsLaura Shin's op-ed on Unchained: Why Spot Bitcoin ETFs Are (But Mostly Aren't) a Big Deal for CryptoDavid Z. Morris' op-ed on Unchained: The SEC's Bumbling Bitcoin ETF Rollout Was Perfectly On-BrandFirst days of tradingUnchained: Spot Bitcoin ETFs Record $4.6 Billion First Day Trading VolumeSpot Bitcoin ETF Inflows Topped $625 Million on First Day in ‘Phenomenal' Debut, Led by BitwiseVanguard Isn't Allowing Customers to Buy Spot Bitcoin ETFsEther Rallies on Optimism Following Spot Bitcoin ETF ApprovalsSpot Bitcoin ETF Approval Sparks Altcoin RallyCoinDesk: UBS and Citi Will Let Some Customers Trade Bitcoin ETFs, Contrary to RumorsThe Block: Elizabeth Warren slams SEC over decision to allow spot bitcoin ETFs, says crypto needs to follow anti-money laundering rulesBlackRock's new spot bitcoin ETF tops $1 billion in big first day of tradingBlockworks: Spot bitcoin ETF volumes eclipse $4.5B on first day of tradingFees Unchained: VanEck Pledges 5% of Profits From Yet-to-Be-Approved Spot ETF to Bitcoin Core DevelopersFee Competition Heats Up Among BlackRock and Other Spot Bitcoin ETF ApplicantsBitcoin ETF Fee War Could Make Investing in Bitcoin Cheaper Than Using an ExchangeBlackRock, ARK 21Shares Lower Bitcoin ETF Fees Again as Approval LoomsBitwise will donate 10% of the profits of the Bitwise Bitcoin ETFLearn more: Unchained: Bitcoin ETFs Explained: What Are They & How Do They Work?Why The Spot Bitcoin ETF Is a Big DealDeciding on Bitcoin: Should New Investors Jump In Now or Wait for an ETF?-Unchained Podcast is Produced by Laura Shin Media, LLC. Distributed by CoinDesk. Senior Producer is Michele Musso and Executive Producer is Jared Schwartz. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Chemical Show
Alberta's Industrial Heartland's Competitive Edge in Petrochemicals with Mark Plamondon - Ep 145

The Chemical Show

Play Episode Listen Later Jan 9, 2024 36:19


Discover leading indicators for investment in Alberta's Industrial Heartland and its growth constituents as Mark Plamondon, Alberta's Industrial Heartland Association's Executive Director and host Victoria Meyer discuss the shift towards low carbon energy products and the region's natural competitive advantage.Tune in to gain insights into talent development, infrastructure support, and the region's potential to become a global destination for capital. Don't miss this insightful conversation between Victoria and Mark on The Chemical Show and learn more about the following:Introducing Alberta's Industrial Heartland AssociationThe Significance of Dow's Path2Zero project and first Net-Zero ethylene crackerBuilding alignment and collaboration across municipalities, governments, and investorsThe role of robust tax incentives in welcoming investmentCelebrating Alberta's Industrial Heartland Association 25th Anniversary in 2024Killer Quote: "Decarbonization, low-cost feedstock, and a collaborative framework: the industrial heartland is not just a destination, but a global leader in sustainable energy investments." - Mark Plamondon***Don't miss an episode: Subscribe to The Chemical Show on your favorite podcast player. ***Like what you hear? Leave a rating and review.***Want more insights? Sign up for our email list at www.thechemicalshow.com. Wondering how we produce our podcast?We use CastMagic.io to create ShowNotes, Newsletters, Social Media posts and more. Check it out here: https://get.castmagic.io/ean5etivmzi1We use Descript to edit and transcribe each podcast episode. Follow this link to learn more: https://www.descript.com/?lmref=DdZ2MA Support for our podcast comes from EcoVyst.At Ecovyst, we're accelerating the transition to a sustainability-driven future.Our long history of innovation expertise and close customer collaboration supports the development of proprietary catalysts and services across our two industry-leading businesses, Advanced Materials & Catalysts and EcoServices.Advanced Materials & Catalysts is a leader in proprietary and customized technologies for polymers, cleaner fuels, emissions control and circularity. EcoServices is the largest North American recycler of spent sulfuric acid.Ecovyst... your catalyst for positive change.

Fintech Leaders
Dan Rosen, Founder of Commerce Ventures - The Real Advantage of Repeat Founders, Qualities of Great Investors, How to Build a Top Performing VC

Fintech Leaders

Play Episode Listen Later Jan 9, 2024 32:56


Miguel Armaza sits down with Dan Rosen, Founder of Commerce Ventures, a fintech and retail-focused fund that's been building an impressive portfolio since 2013. Some of their investments include Bill.com, Marqeta, Socure, Moov, MX, and many more.We discuss:Building a Venture fund and how their thematic strategy has evolved in the last decadeQualities of great tech and fintech investorsThe real advantage of second-time foundersWhy we are starting to see signs of a comeback in the growth market… and a lot more!Want more podcast episodes? Join me and follow Fintech Leaders today on Apple, Spotify, or your favorite podcast app for weekly conversations with today's global leaders that will dominate the 21st century in fintech, business, and beyond.Do you prefer a written summary, instead? Check out the Fintech Leaders newsletter and join 60,000+ readers and listeners worldwide!Miguel Armaza is Co-Founder and General Partner of Gilgamesh Ventures, a seed-stage investment fund focused on fintech in the Americas. He also hosts and writes the Fintech Leaders podcast and newsletter.Miguel on LinkedIn: https://bit.ly/3nKha4ZMiguel on Twitter: https://bit.ly/2Jb5oBcFintech Leaders Newsletter: bit.ly/3jWIp

How Did They Do It? Real Estate
SA850 | Real Estate Fund: Your Access to Better Multifamily Investments and Syndications with Whitney Ward

How Did They Do It? Real Estate

Play Episode Listen Later Dec 19, 2023 34:25


Today, we'll explore the reasons why passive investors should consider the advantages of a real estate fund with our guest, Whitney Ward. As the Principal Broker and Fund Manager at CRE-Endeavors where she oversees fund strategy, fund execution, and brokerage transactions, she'll enlighten us on how they help investors stay resilient despite the situation of the multifamily space, the great things about having a fund manager, and their goals for investors.If you want to become efficient in this investment strategy, listen to the entire interview, and don't miss this episode!Key Points & Relevant TopicsWhitney's transition from Corporate America to real estate, her brokerage firm, and equity fundWhat is a fund strategy and how does it work for accredited investorsThe due diligence process for evaluating deals and sponsors in a fundBenefits that fund managers can offer to passive investorsRoles of a fund manager in a dealWhat Whitney considers when looking for an investment marketThe typical business plan, holding period, and exit strategy in a fund strategyMultifamily market's current condition and how investors can continue to thrive and seek opportunitiesDeal operators' responsibility in preserving investors' capital and investmentFees and costs of getting into a real estate fundResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Whitney WardWhitney has been directly involved in commercial real estate sales and acquisitions totaling more than $100 million in aggregate value. Her experience in identifying strategic investments, diligent financial analysis, and executing on rigorous due-diligence principles, brings immense value to fund investors and real estate transactions. Whitney's real estate career began in 2016 at KW Commercial as an Investment Sales Broker, and in 2019, evolved into her founding a commercial real estate firm, Intuitive Management Partners, which later rebranded into CRE-Endeavors. Prior to real estate, Whitney worked in corporate sales, management, and marketing roles at Fortune 500 Companies, where she gained invaluable skills in business operations and finance principles.Get in Touch with WhitneyWebsite: https://www.cre-endeavors.com/invest To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Collecting Keys - Real Estate Investing Podcast
EP 169 - Protecting Your Wealth and Assets with Land Trusts with Joe Seagle

Collecting Keys - Real Estate Investing Podcast

Play Episode Listen Later Dec 18, 2023 50:25


Protecting Your Wealth and Assets with Land Trusts with Joe SeagleEpisode 169“People should be sued for doing bad, not for doing well.” This motto from today's guest, land trust expert and attorney Joe Seagle, sets the tone for this episode's deep dive into asset and wealth protection.It's an unfortunate reality that successful individuals often become targets for lawsuits, but land trusts can be a strategic tool in safeguarding assets. In this episode, Joe explains how land trusts can offer anonymity and protection for property owners, and what other options are available to real estate investors if land trusts aren't supported by their state.Joe also explores different asset protection strategies, providing insights on the risks and tax considerations of land trusts, the differences between land trusts and LLCs, and how to use each to protect your investments. Tune in to learn about land trusts and if they're the right way for you to protect your assets!Topics discussed in this episode:Land trusts and the role of trusteesThe process of hiding assetsAsset protection for joint property ownersLand trusts versus other trustsLending and land trustsCons of land trustsHow land trusts can help real estate investorsThe cost of setting up a land trustTax complexities of land trustsVarying land trust state lawsConnect with Joe Seagle and learn more about services offered at MyLandTrustee here: https://mylandtrustee.com/Check out the FREE Collecting Keys “Sub To Transactions” Master Class!https://www.collectingkeyspodcast.com/subtoLearn how to start your own real estate investing business in the NEW Accelerator program! Sign up for one of 10 spots here: https://www.collectingkeyspodcast.com/launchIf you're an established investor with money to invest, but not the time, check out the Instant Investor PRO Program! https://www.collectingkeyspodcast.com/storeCheck out the NEW Big Dan Energy shirt (and more!) in the Collecting Keys Merch Store: https://store.collectingkeyspodcast.com/Download the FREE 5-Step Guide To Generating Off Market Leads here: https://www.collectingkeyspodcast.com/freeIf you are interested in learning from Dan and Mike to receive coaching and learn how they built their business, head to https://www.instantinvestorprogram.com and see if you are a good fit for the mastermind group!Collecting Keys Podcast Resources:https://www.collectingkeyspodcast.comhttps://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

Facts vs Feelings with Ryan Detrick & Sonu Varghese
Talking About the Bond Bear Market with Daniel Ivascyn (Ep. 57)

Facts vs Feelings with Ryan Detrick & Sonu Varghese

Play Episode Listen Later Oct 25, 2023 32:42


The global economy is facing unprecedented challenges and uncertainties, which has disrupted supply chains, boosted inflation, and strained fiscal and monetary policies.How can investors navigate this complex and volatile environment, and what are the implications for the bond market? Today, we chat about this and more with a very special guest!In this episode, Carson's Chief Market Strategist Ryan Detrick & VP, Global Macro Strategist Sonu Varghese speak with Daniel Ivascyn, Group Chief Investment Officer at PIMCO. They explore the current state of the economy, rising yields, and the future path of inflation. Dan also shares details about the role of PIMCO's advisory board and the value of bonds as diversifiers for stocks. Additionally, he talks about his experiences in the industry, his mentors, and his early experiences.They discuss: The main drivers behind the increase in yieldsWhy the economy has remained strong despite the aggressive actions of the Federal ReserveThe factors influencing nominal bond yieldsThe experience of taking over a large companyThe value in fixed income markets for long-term investorsThe role of bonds as a diversifier for stocksConcerns about companies with lower credit ratings facing challenges in borrowing and rolling over debtHis early struggles in trading markets and the mentorship he receivedWhy US treasuries are still considered a safe asset and how they can benefit from flight to quality flows during times of crisisAnd more!Connect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseAbout our guest:Daniel Ivascyn is the Group Chief Investment Officer at PIMCO,and a managing director in the Newport Beach office [which office/company? Are we still talking PIMCO?]. He is lead portfolio manager for the firm's income, credit hedge fund, and mortgage opportunistic strategies, and is also a portfolio manager for total return strategies. He is a member of PIMCO's Executive Committee and a member of the Investment Committee. Morningstar named him Fixed-Income Fund Manager of the Year (U.S.) for 2013, and he was inducted into the Fixed Income Analysts Society Hall of Fame in 2019. Prior to joining PIMCO in 1998, he worked at Bear Stearns in the asset-backed securities group, as well as T. Rowe Price and Fidelity Investments. He has 33 years of investment experience and holds an MBA in analytic finance from the University of Chicago Graduate School of Business and a bachelor's degree in economics from Occidental College.

The Thoughtful Entrepreneur
1688 - The Four Stages of Community with Traction Conf's Lloyed Lobo

The Thoughtful Entrepreneur

Play Episode Listen Later Oct 5, 2023 19:03 Transcription Available


In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Co-founder of Boast.AI & Traction, Lloyed Lobo.Lloyed's story is a compelling one. Growing up in the slums of Mumbai, he experienced firsthand the power of community. He saw how people came together for safety during the Gulf War and how this sense of community was a lifeline in times of crisis.His experiences with the community continued as he joined HubSpot's inbound marketing community and worked for startups. He learned the importance of surrounding oneself with like-minded individuals and how this can fuel personal and professional growth.Lloyed's belief in the power of community didn't stop at personal experiences. He and his friend started their company, Boast, and had to build a community to grow their business. This community eventually rose to 120,000 subscribers and played a crucial role in their success, attracting customers, partners, and investors.However, despite achieving financial success, Lloyed found himself feeling depressed. He realized that it was because he had lost his community. This realization led him to write a book about the power of community and its role in building iconic brands. He distilled his learnings into 13 rules for community-led growth, hoping to inspire others to embrace the power of community.Lloyed emphasized the significance of community and its impact on individuals' well-being. He mentioned that loneliness is America's number one killer and shared his experience of feeling depressed when he lacked a sense of community.Lloyed introduced the concept of "blue zones," five places where people live long and functional lives. He highlighted that belonging, social connection, and community are essential for a fulfilling life.Key Points from the Episode:Importance of community in personal and professional lifeLloyed Lobo's personal journey and experiences with communityBuilding a community for business growthThe role of community in achieving success and attracting customers, partners, and investorsThe impact of losing community on mental healthLloyed Lobo's book "From Grassroots to Greatness" and its focus on community-led growthAvoiding common mistakes in building and maintaining a communityThe significance of community for well-being and longevityStarting with purpose, vision, mission, and values when building a communityAbout Lloyed Lobo:Lloyed Lobo is a multifaceted entrepreneur, podcast host, and community leader with a remarkable journey. Having endured the Gulf War as a young refugee in Kuwait, he developed a profound appreciation for the power of community during times of crisis. Lloyed's entrepreneurial prowess shines as the co-founder of Boast.AI, a fintech platform that achieved incredible success using the Community-Led Growth model. Under his leadership, Boast.AI reached eight-figure revenues and secured over $100 million in funding.In addition to his fintech endeavors, Lloyed co-founded Traction, a dynamic community that empowers over 100,000 innovators through valuable connections, enriching content, and access to capital. His expertise extends to the written word, as he authored "From Grassroots To Greatness: 13 Rules to Build Iconic Brands with Community Led Growth," a book offering tactical insights from iconic community-led businesses like Apple, Nike, and HubSpot. This literary gem quickly rose to the top of Amazon's new...

Ask Me How I Know: Multifamily Investor Stories of Struggle to Success
Ep419 Health, Wealth, and Mindset Tricks Every Conscious Investor Should Know with Jamie Gruber

Ask Me How I Know: Multifamily Investor Stories of Struggle to Success

Play Episode Listen Later Sep 14, 2023 49:01


Embark on a transformative journey to becoming a conscious investor in this episode with Jamie Gruber. Join us as we delve into his experience transitioning from employment to becoming an entrepreneur who effectively leverages time, money, and energy. Tune in to uncover the trifecta that fuels aspirations and drives success!KEY TAKEAWAYS  Carnivore diet: What it is and how it benefits conscious investorsThe importance of having clarity in life and taking risks in your career Ways to overcome mental hurdles to live a better life 3 essential things to establish a purpose-driven investment thesisUseful principles to apply in your investmentsRESOURCES/LINKS MENTIONED10x Is Easier Than 2x by Benjamin Hardy and Dan Sullivan: https://amzn.to/3qUMl3E Mastery by Robert Greene: https://amzn.to/3KXCwch Pareto Princinple: https://en.wikipedia.org/wiki/Pareto_principle 80/20 Sales and Marketing by Perry Marshall: https://amzn.to/3QVct9b The Charge by Brendon Burchard: https://amzn.to/3PcKAIv ABOUT JAMIE GRUBER Jamie is an accomplished multifamily investor, esteemed community founder, and a distinguished leader of three impactful mastermind organizations. With an impressive portfolio encompassing 62 apartment units owned and under contract, Jamie brings forth a decade-long history of success in real estate. Formerly an executive in the insurance sector for 21 years, Jamie now channels his experience to guide other executives toward finding fulfillment and purpose through his roles as the founder and leader of Multifamily and More, Gobundance Emerge, and Gobundance Ascend mastermind groups. Based in Michigan with his family, he's a recognized expert in multifamily investment and personal branding within the industry.CONNECT WITH JAMIE Website: GoBundance Emerge: https://www.gobundanceemerge.com/ | GoBundance: https://www.gobundance.com/ Podcast: Tribe of Millionaires Podcast: https://apple.co/47NxSqP Instagram: @thejamiegruber: https://www.instagram.com/thejamiegruber/ CONNECT WITH USSchedule a 20-min get-to-know each other call - bit.ly/3OK31kISchedule a 20-min call to explore performance coaching - bit.ly/Coaching-JulieSchedule a 30-min call to learn about investing with Three Keys Investments - bit.ly/3yteWhxJoin the Book and Networking club via Zoom at: bit.ly/3HBPnQw or sign up at: bit.ly/3c0dr1uVisit ThreeKeysInvestments.com to download a free e-book, “Why Invest in Apartments”!Learn how to reduce your tax liability by scheduling a FREE consultation at https://modewealth.com/If you're looking for an affordable healthcare solution, check out Christian Healthcare Ministries by visiting https://bit.ly/3JTRm1IPlease RSS: Review, Subscribe, Share!

The Active Duty Passive Income Podcast
ADPI_305: Is Real Estate Syndication Dead? With Ellis Hammond

The Active Duty Passive Income Podcast

Play Episode Listen Later Jul 17, 2023 56:24


In this week's episode, Kevin chats with Ellis Hammond, CEO of Symphony Capital Group and founder of Kingdom REI mastermind. Join us as we get a SITREP on Real Estate Syndication. Sit back, relax, and tune in on this week's episode!"When it's hard, just remind yourself that ‘I'm not a quitter.'"-Ellis HammondHere are 5 Key Takeaways from this episode:Where are we in this economic cycle?Is syndication dead? – A SITREP on Real Estate SyndicationFrom Asking for Donations to Closing on a $45 Million dollar Real Estate dealWays to differentiate yourself amongst non-experienced InvestorsThe importance of a story – make or break communication to prospective Investors Honorable Mentions & Useful Links:Reonomyoneconnectionaway.comConnect with Ellis Hammond:InstagramPodcastLinkedInWebsiteYoutubeEmailPhoneReady to take the next steps in your Military Real Estate Investing journey? Watch our Masterclass and claim your EPIC reward for action. Tap here to register today!Are you looking for a loan for your next project? Look no further! Check out ADPI Financial Services for all of your residential and commercial lending needs!No Time...No Worries! Get all the info you need now by texting DEAL to 33777Ready to become a PASSIVE INVESTOR? Check out ADPI Capital™ and learn how you can get started passively investing in commercial real estate for only $500! Tap the link above or text ADPI to 33777Helpful ResourcesConnect with the ADPI: Facebook |  Instagram | YouTubeReady to TAKE ACTION and begin building your cash-flowing real estate empire? Don't go it alone! Check out our exclusive education and coaching products designed for self-starters like the Military Real Estate Investing Academy Support the show

How Did They Do It? Real Estate
SA734 | Passive Income Made Easy through Triple Net Leases with Rachel Grunn

How Did They Do It? Real Estate

Play Episode Listen Later Jul 10, 2023 23:40


Today, we're delving deep into the world of triple-net lease investments and exploring how they can be a game-changer for investors. Stay tuned for valuable insights and expert advice from our guest, Rachel Grunn. Discover how this investment strategy can effectively diversify your portfolio and help you earn passive income more effectively.Key Takeaways to Listen for3 secrets only 1% know in the world of real estate investingTriple Net Lease: What it is and how it differs from multifamily assetsKey factors in identifying properties for triple net lease opportunitiesWhat a post-triple net lease acquisition is like for investorsThe advantages and the potential of triple net lease real estate investingResources Mentioned in This EpisodeSEC Adopts Modernized Marketing Rule for Investment AdvisersThe Learning ExperienceTribevestFree Apartment Syndication Due Diligence Checklist for Passive Investor About Rachel GrunnRachel Grunn co-founded GoodGood Investing and is a nationally recognized real estate investment expert on a mission to educate busy professionals to multiply their money and unlock their financial legacy. She has amassed a real estate portfolio totaling over $130M in assets under management. She is a speaker and podcast guest published in Authority Magazine, Yahoo Finance, Market Insider, CBS News, and MarketWatch. She is a recurring guest on national TV, including America Trends.Connect with RachelWebsite: GoodGood InvestingPodcast: GoodGood Investing | Spotify Email: goodgoodinvesting@gmail.com To Connect With UsPlease visit our website: www.bonavestcapital.com, and please click here, to leave a rating and review!SponsorsGrow Your Show, LLCThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams

Apartment Gurus
Episode 193: Dustin Heiner - How To Be Successfully Unemployed through Passive RE Investing

Apartment Gurus

Play Episode Listen Later May 2, 2023 45:49


If you want to escape the cycle of working your 9 to 5 job, this episode is for you! Uncover the truth behind accelerating your path to financial freedom by replacing your active W2 salary with passive income in today's episode with Dustin Heiner.WHAT YOU'LL LEARN FROM THIS EPISODE Job security: W2 employees vs. real estate investorsThe dos and don'ts of purchasing investment propertiesDifference between appreciation and cashflow in real estateBenefits of value-based leadership and encouraging people to investImportant qualities successful investors should haveRESOURCES/LINKS MENTIONEDHow to Quit Your Job with Rental Property by Dustin Heiner | Hardcover: https://amzn.to/3i3lVYS and Kindle: https://amzn.to/3U3Bywy The 4-Hour Workweek by Timothy Ferriss | Hardcover: https://amzn.to/3GCuDHO and Kindle: https://amzn.to/3ETaKuP Real Estate Well-Builders Conference: https://rewbcon.com/ Do you want to learn the secrets and hacks of wealth-building? Text “RENTAL” to 33777 or visit masterpassiveincome.com/freecourse to get a free Real Estate Investing Course and live your dream life.ABOUT DUSTIN HEINER Dustin is an author who writes about his passions and experiences in life. He is passionate about teaching people how he quit his job with a passive income to spend more time with his family and be independent. Many people have been helped by Dustin and his wife Melissa in their marriages and investing in passive income. He also teaches real estate investing on his blog and widely popular podcast called Master Passive Income Podcast.CONNECT WITH DUSTINWebsite: Master Passive Income https://masterpassiveincome.com/Podcast: Master Passive Income Real Estate Investing https://podcasts.apple.com/us/podcast/master-passive-income-real-estate-investing/id1374007222?mt=2LinkedIn: Dustin Heiner https://www.linkedin.com/in/dustinheiner/Instagram: @thedustinheiner https://www.instagram.com/thedustinheiner/YouTube: Dustin Heiner | Master Passive Income https://www.youtube.com/c/masterpassiveincomeCONNECT 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!

Apartment Gurus
Episode 188: Senate Eskridge - Top-Tier Mentorship | How Relational Investing Unlocks Long-Term Gains

Apartment Gurus

Play Episode Listen Later Apr 13, 2023 40:35


Start taking action and ignite your self-confidence with the support of high-level mentorship in today's episode featuring Senate Eskridge. Learn about capital raising, multifamily investing, and leveraging from his expert experiences. Watch the entire episode, and let success be within your reach!WHAT YOU'LL LEARN FROM THIS EPISODE Pro tips on how to deliver a winning business pitch and gain potential investorsThe value of paid mentorship in getting ahead of the real estate gameA clear line between mastered specialization and diversified investmentsExpert opinions regarding opportunities in the 2023 real estate marketTop 3 characteristics you need for business successRESOURCES/LINKS MENTIONEDMultifamily Real Estate Investor Mentorship: https://jakeandgino.com/apply/ Knowledge is power, and the right place to educate yourself on apartment syndication is here! Register now by clicking the link below: https://senateeskridge.com/course/Neal Bawa: https://grocapitus.com/neal-bawa/#open ABOUT SENATE ESKRIDGESenate Eskridge is an expert real estate investor who currently owns a managed portfolio of single and multi-family homes numbering over 500 units across the country. Senate has over 10 years of experience in real estate investing and more than 20 years of experience in business development, management, and sales. He is a multi-family coach that teaches students how to purchase multi-family properties. He hosts a real estate investors group in his hometown, bringing investors together to network and learn from each other. Driven by self-development, Senate has completed numerous courses, including Dale Carnegie leadership training.CONNECT WITH SENATEWebsite: Senate Eskridge: https://senateeskridge.com/Facebook: Senate Eskridge: https://www.facebook.com/senateeskridgemultifamilyLinkedIn: Senate Eskridge: https://www.linkedin.com/in/senateeskridge/Instagram: @senateeskridge: https://www.instagram.com/senateeskridge/Twitter: @senateeskridge: https://twitter.com/senateeskridgeCONNECT 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!

BiggerPockets Real Estate Podcast
662: ROE > ROI and Why Your “Cash Flow” Number is Deceiving

BiggerPockets Real Estate Podcast

Play Episode Listen Later Sep 15, 2022 83:47 Very Popular


Cash flow—the two words every rookie real estate investor loves to hear. It's always about cash flow. “If the property doesn't bring in a healthy amount of pure profit every month, there's no point in buying it!” This sentiment could cost you hundreds of thousands, if not millions over the lifetime of your real estate investing career. Don't get us wrong, cash flow is important, but focusing on this metric alone may lead to your downfall.Chris Lopez hopped off the “buy only for cash flow” bandwagon long ago, and he's much richer for doing so. Chris has become successful quickly in the real estate game, which is doubly impressive if you look at his past business history. He didn't start in real estate sales, investing, or anything of that nature—he was more interested in building content for other businesses he was pursuing. After realizing that rental property investing was the way to go, Chris took a hard pivot, repurposing the same skills he used in his businesses to work in real estate.Now, he's got eight units of his own, passive investments he doesn't need to worry about, and a successful real estate brokerage situated in the real estate mecca of Denver, Colorado. He's become the foremost expert on Denver real estate not because he's done thousands of deals, but because he knows the area well enough to teach those who don't. Chris talks about business building, mentorship, and a much better calculation than cash flow in this episode.In This Episode We Cover:Building a real estate business that not only makes you active but passive incomeSEO, content marketing, and using “lead magnets” to drastically increase your deal flowThe wrong way to find a mentor and four simple steps to take to get the attention of top investorsThe world's best business card and how it turns you from a novice into an expertHow to reevaluate your real estate portfolio to ensure it's making the most money possibleAnd So Much More!Links from the ShowBiggerPockets Youtube ChannelBiggerPockets ForumsBiggerPockets Pro MembershipBiggerPockets BookstoreBiggerPockets BootcampsBiggerPockets PodcastGet Your Ticket for BPCon 2022Listen to All Your Favorite BiggerPockets Podcasts in One PlaceLearn About Real Estate, The Housing Market, and Money Management with The BiggerPockets PodcastsGet More Deals Done with The BiggerPockets Investing ToolsFind a BiggerPockets Real Estate Meetup in Your AreaDavid's BiggerPockets ProfileDavid's InstagramRob's BiggerPockets ProfileRob's YoutubeRob's InstagramRob's TikTokRob's TwitterBiggerPockets Podcast 278BiggerPockets Podcast 558Watch Chris' “House Hackerz” Series on YouTube9 Simple Steps to Finding the Best Real Estate MentorBooks Mentioned in the Show:Rich Dad Poor Dad by Robert KiyosakiBRRRR by David GreeneHow to Sell Your House for Top Dollar, Faster by Faby GonzalezGood to Great by Jim CollinsWho Not How by Dan SullivanConnect with Chris:Chris' websiteClick here to check the full show notes: https://www.biggerpockets.com/blog/real-estate-662Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Check out our sponsor page!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

BiggerPockets Real Estate Podcast
626: How “Turnkey” Rentals Can Help You Build Real Estate Riches Faster

BiggerPockets Real Estate Podcast

Play Episode Listen Later Jun 23, 2022 60:14 Very Popular


Turnkey rental properties have become a fan favorite for rookie real estate investors and investors who don't have enough time to manage their rehabs and rental properties. Turnkey real estate is marketed as a way for real estate investors to buy a rehabbed property, often with tenants and management in place, leaving them with just rent checks to collect. One company, Rent To Retirement, has become one of the most popular places to find turnkey investment properties—and for a good reason.Behind the helm is Zach Lemaster, former optometrist, and current real estate investor. After going through eight years of school, Zach was left with six figures in student loan debt and a job that required him to be on-site for the majority of his waking hours. Like most new real estate investors, Zach had hit a breaking point and realized he needed something else that could provide him income, without the time commitment.After shelling out a large sum on a wholesaling course, Zach began using his assignment fee profits and salary from his job to buy rental properties. Every year he would buy more and more rentals, allowing him to finally scale into what he calls “turnkey commercial” (triple net) properties that give him sizable rent checks without any of the management headaches. Zach has a real estate investing path worth repeating, and he explains how he did all of it in this episode.In This Episode We Cover:How to use wholesaling to make extra cash to invest in real estateThe dos and don'ts of long-distance real estate investing (don't make Zach's mistake)When to reinvest rental property profits so you can retire even soonerThe biggest challenges you'll face when building a real estate portfolio Turnkey rentals and why they're a great option for busy investorsThe importance of a great property manager and how a bad one can ruin your dealsAnd So Much More!Links from the ShowBiggerPockets Youtube ChannelBiggerPockets ForumsBiggerPockets Pro MembershipBiggerPockets BookstoreBiggerPockets BootcampsBiggerPockets PodcastGet Your Ticket for BPCon 2022David's YouTube ChannelAsk David Your Real Estate Investing QuestionListen to All Your Favorite BiggerPockets Podcasts in One PlaceSubscribe to The “On The Market” YouTube ChannelDavid's BiggerPockets ProfileDavid's InstagramDave's BiggerPockets ProfileDave's InstagramMastering Turnkey Real Estate—How to Build a Passive Portfolio6 Pros & Cons of Investing in Turnkey PropertiesThe Perfect Blueprint for Scaling Quickly in Real EstateSubscribe to The Rent to Retirement YouTube ChannelRent to RetirementBooks Mentioned in the ShowThe Millionaire Real Estate Agent by Gary KellerThe E-Myth by Michael GerberConnect with Zach:Zach's BiggerPockets ProfileClick here to check the full show notes: https://www.biggerpockets.com/blog/real-estate-626Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Check out our sponsor page!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.