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Joining us on today's episode is Frank Lettiere and Loren Jacobs with Arrows Capital Group, a multifamily syndication team that offers every investor greater opportunities to maximize returns while prioritizing people and positively impacting the communities we invest in.For today's episode we will cover: [00:00 - 8:07] Opening Segment.Getting to know Frank Lattiere and Loren Jacobs.Frank and Loren share their humble beginnings and their journey in their professional life. [8:07 - 13:26] Importance of building a relationship with investors. The direct correlation between relationships and success. Impacting the lives of others.Frank and Loren share the importance of impacting the lives of investors.[13:26 - 18:04] The value of networking.Surround yourself with people that push you.Finding people that align with your philosophies. [18:04 - 20:32] Giving back to the community through education.Educating real estate investors in order to solidify your relationship.Why real estate is a foreign language. [20:32 - 25:55] The challenges in expanding an investment portfolio.Loren shares why intentional effort is important.How to know the right time to grab a deal.Creating opportunities to separate from the rest of the market. [25:55 - 29:59] Getting deals through adversity.Frank shares how acquisition has evolved in the last 24 months.Creating a preliminary analysis tool that ties in with the investor returns. Developing operational efficiencies. [29:59 - 34:24] Being in tune with the current market.Having an efficient team. The challenges of scaling your portfolio. [34:24 - 40:40] Deal Flow and Cost Per Capital.Frank walks us through the deal flow funnel.Frank discusses the timeframe of a deal. [40:40 - 48:24] Matching expectations with investorsWhat is the common problem today with today's landscape.Making sure that the investor knows the current market. [48:24 - 57:37] Closing segmentHow to get those green numbers in the spreadsheet.Being dynamic will give you an upperhand.Creative ways in structuring your deals.How Frank and Loren further their learnings.Tweetable Quotes: Incredible and significant things happen when you prioritize other people, add value, help other people, and Genuinely concern yourself with their success. - Loren JacobsSUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn and FacebookJohn on LinkedIn and Facebook Brian on LinkedIn and Facebook 

What are the advantages and disadvantages individual investors have relative to professional investors. How individual investors can capitalize on their advantages without being overwhelmed by too many choices.Topics covered include:How much have fees and commissions dropped for individual investors in the past two decadesHow the overall objective of individual investors differs from professional investorsWhy the smaller scale at which individual investors operate provides an advantage relative to professional investorsWhat are some advantages that professional investors have relative to individual investorsHow having constraints and rules of thumb allow individual investors to generate better returns and be less overwhelmedWhat are some examples of rules of thumb that collectively form an investment philosophy and processThanks to Streak CRM for sponsoring the episode.Show NotesTrends in the Expenses and Fees of Funds, 2020—ICI Research Perspective March 2021 // VOL. 27, NO. 3Morningstar's Annual Fund Fee Study Finds Investors Saved Nearly $6 Billion in Fund Fees in 2019—MorningstarThe Reel Deal: The Stacked Benefits of a Reel Mower by John K. Hix and Simone Bailey—Rochester Reginal HealthHow to Invest in Closed-End Funds—Money For the Rest of UsPortfolio VisualizerThe Beauty of Everyday Things by Soetsu YanagiNoise: A Flaw in Human Judgment by Daniel Kahneman, Olivier Sibony, and Cass R. SunsteinRelated Episodes313: No One Is Entirely a Buy and Hold Investor332: What Is Tail Risk and Are You Taking Too Much Of It?341: How to Overcome Investing FearsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

How permanent life insurance can be an effective tool for retirement planning.Topics covered include:What is the difference between term and whole life insuranceHow many people let their life insurance policies lapse each yearWhat are strengths that insurance companies have that are beneficial to individual investorsWhat are the benefits of whole life insurance policiesHow the infinite banking concept works and who should it be usedHow asset allocation should differ when investors have a whole life insurance policyWhat are concerns with whole life insuranceHow an integrative approach of using whole life, immediate annuities, and investments can lead to higher retirement spending levelsThanks to today's sponsors: Simplify ETFs and the all-new electric MINI Cooper SEFor more information on this episode click here.Show NotesArthur L. Williams Jr.—Wikipedia, Aug 10, 2021ACLI 2020 Life Insurers Fact Book—The American Council of Life InsurersPros And Cons Of Life Insurance For Children by Cameron Huddleston and Amy Danise—ForbesThe Four Approaches to Managing Retirement Income Risk by Wade D. PfauSafety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement (The Retirement Researcher Guide Series) by Wade D. PfauIntegrating Whole Life Insurance into a Retirement Income Plan: Emphasis on Cash Value as a Volatility Buffer Asset by Wade D. Pfau and Michael FinkeRelated Episodes279: Why All Retirees Should Consider an Income Annuity326: The New Math of Retirement Spending and Investing349: Forward and Reverse Mortgages: When To Take Them Out and When to Pay Them OffSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Esther Reizes-Lowenbein has redefined the face of real estate by offering professional and on-demand services. Esther works with commercial real estate as a realtor, investor, and syndicator and she has successfully closed over three hundred million dollars in commercial transactions. She has helped to connect investors with over thirty million dollars worth of private capital in just eight months and she is recognized as a serial networker. Let's dive right in to learn more about the importance of networking in real estate and how it's done. Announcement: Download Our Sample Deal and Join Our Mailing List   [00:01 – 05:04] Opening Segment  Esther talks about her background and how she began her journey. The reason people are leaving NY at this time. Why doing business in business-friendly states is important. [05:04 – 13:18] The Market and Networking Esther's transition from residential to commercial.  How she raised thirty million dollars in eight months. The benefits of networking. Key insights on commercial real estate. Having some flexibility to create more opportunities for people to invest. [13:18 – 28:26] What to Look for in Investors What makes you want to work with a group The importance of transparency and what transparency stands for. Smaller check writers vs. bigger check writers. What a blind pool is.  Educating people on real estate. Why the submarket level makes a big difference.   [28:26 – 33:58] Bullseye Round Apparent Failure: Having one of her children with a medical issue which led her to a massive change.   Digital Resource: Linkedin   Most Recommended Book: The Power of Now    Daily Habit:  Taking action.    Curious About: Funds   One thing: Learning more.   Best Place to Grab a Bite in Brooklyn A ton of them.   Contact Esther: You can connect with Esther on Linkedin and Instagram or on her website.   Tweetable Quotes: “You can make money while you sleep doing nothing.” - Esther Reizes-Lowenbein “I want to enable people to make the choice themselves.” - Esther Reizes-Lowenbein   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING AND REVIEW,  and be sure to hit that subscribe button so you do not miss an episode  

In This Episode You’ll Hear About:How Remi’s childhood was very unique and what life was like for her as a kid, including her obsession with freckles for as long as she can rememberWhat brought her from wanting to be an orthodontist to then becoming an architect/interior designer before becoming a Founder/CEO and what other jobs and internships were learning experiences in betweenWhat it was like to walk through both a failed Kickstarter and being publicly mocked by Jimmy Kimmel when she was trying to launch the first iteration of FreckWhat she learned about taking on investors and how she was able to recover and move forward after a terrible experience with her first investorsWhat happened when Remi focused hard for six months, gave it everything she had, brought on a business partner, and starting partnering with Instagram influencers in her marketing strategyHow fundraising the second time around went for Remi and her business partner, Des, and what advice she has for others who are starting the fundraising processWhat’s next for Freck Beauty and what advice Remi has for those with an idea who are wanting to build a company and see their idea come to lifeTo Find Out More:FreckBeauty.comQuotes:“You're able to find purpose in your work, regardless, and you're able to push the limits for yourself if you want to. And that's why I've definitely held in my career now.” “I always want our packaging to be like your vanity brag. More importantly than that, I want the end customer to feel represented... Your bathroom is your space. And I want our packaging to reflect that.”“I went back to the drawing board, completely reinvented the product, which is what it is now. But yeah, definitely it's hard.”“I was like, I'm giving myself six months and I'm going to hit it for six months. And I'm going to try everything I can… And in six months, if it's not changed, I'll walk from it, and it'll be a great learning experience. I'll be proud of myself either way. But then it took off.”“When you're finding your business partner, especially if you're an early start up, find someone who really fills your holes, so you can balance each other out.”“Start fundraising when you do not need to fundraise. Keep that leverage. You need the time to be able to analyze and feel yourself out and find the right fit for you as opposed to having a rush for cash flow reasons.”“Find people who are so much smarter than you and are so much more dialed into their vertical and let them speak to you as a CEO.” “I think that my strongest skill actually as a manager is just putting people at ease and reminding everybody of the vision and why we're here and what our end goal is. And not to get wrapped up in little day to day annoyances that everybody has, whether you're in a startup or, you know, an established company.”“Stick with yourself, know what you're doing, and if you are a new Founder, take the time to figure that out. Don't back yourself into a corner where you feel like you have to make decisions in a rush.”

In This Episode You’ll Hear About:How growing up in Maine and having strong influences in her life led her to appreciate nature and also know from a young age that she liked to lead othersWhat she learned during her two years teaching high school english with Teach For America and why she took a job in the business world after that with McMaster-Carr where she received invaluable experience in managementWhat got her interested in the food and beverage industry, why she went to business school, and what brought her to intern at General MillsWhat brought Eliza to turning down a job opportunity to finding her mission in creating herbal products that could make a difference in people's livesHow the first year of creating, branding, and selling her initial product taught her what she needed to change and helped her better understand what consumers would want, how to market it, and how to pitch to retailers and investorsWhat challenges she had to face and overcome in the beginning of launching Sunwink and what she and her team learned from themHow fundraising went for her and her Co-Founder, why she recommends having a Co-Founder, and what questions she recommends asking as a FounderWhy she believes rest is so important and how authenticity within her organization has led to a stronger and healthier company culture that can work well togetherWhat’s next for Sunwink and where you can find their products and continue to watch them grow for years to comeTo Find Out More:Sunwink.comQuotes:“The culture of your organization is really important, arguably a lot more than what you're making and selling. The people that make up that team and what it feels like to go to work every day are, I think, a big player in how successful you'll be.”“In a way, you're only as good as the people around you. And...the more you can get out of your own way and really put strong people around you and empower them, the better your team will be for it.”“If I can get the taste better and if I can get the packaging better to grab people's attention to want to try to taste it, there's something about this category that I'm getting feedback on that people are really interested in.”“The word Sunwink, to me, evokes joy and cheerfulness, and that's what I hope people take away from the product, too. So I think there's a feeling you get from the word.”“The things that I've learned in the process and continue to take with me are to really fight against undervaluing yourself.”“If an investor asks you something, and you're not ready to share that kind of information, you can say, "I'm not comfortable sharing that right now." And that's OK.”“The best thing you can do is just piece out the conversations. If someone's really interested, you're going to have multiple conversations. You don't have to share all the details in the first 10 minutes of the call. The details should really start to come out in call two and call three. There's a buildup.”“You have to rest. And it's the hardest thing. I'm constantly in an argument with myself about this, but like you have got to give yourself moments where you step away.”“I think the sooner you can be honest with yourself about what your end goal is with your company, like what are you trying to build? Have that dialog with yourself and keep checking in. Because the sooner you can do that, I think the smarter you will be about making decisions along the way.”“I always tell people, if you're thinking about doing it and you would look back in a couple of years and regret not doing it… You don't have another choice, because if you don't do it, you'll regret it.”

This week on the podcast, Nick and Steven pick out the key announcements made by Rishi Sunak in this year's budget and how they will affect the property market in 2021.The following points are covered:The key budget announcements that have will affect property investorsWhat could affect property prices Our view on how the market will performThe opportunity in various different strategiesChat about general market conditions ⭐️⭐️⭐️⭐️⭐️Hope you find it useful and we would appreciate it hugely if you could find time to leave a review on Apple Podcasts. Connect with us on social media: Join the Scottish Property Podcast Facebook Group: https://www.facebook.com/groups/628274537711227/Steven Clark on Instagram: https://www.instagram.com/stevenclark84/Nick Ponty on Instagram: https://www.instagram.com/nick_ponty/ Email us: Steven@steven-clark.com Nick@arcproperty.uk

You buy insurance policies with the hope that you won’t ever have to use them. In case you have to use a policy, you hope that every loss and damage will be covered. It’s true that insurance is a good safety net that can protect your hard-earned money in real estate--only if you fully understand what you signed up for. Insurance agents like Jeremy Goodrich know a good policy when they find one. Most of the time though they find terrible policies, those that will not really protect the investors’ properties, or worse, force them to pay an insane amount they don’t expect. Jeremy found out that many real estate investors--80% to be specific--own those terrible policies. He’s using his knowledge and platform to educate real estate investors about insurance policies that cover everything they need.[00:01 - 02:23] Opening Segment I welcome today’s guest, Jeremy Goodrich [02:24 - 08:30] $34K Out-of-Pocket CostThe 2 things real estate operators should look for in an insurance Listen to this multifamily misstep that Jeremy encountered $6K payout on a $40K claimWhy you should not get an Actual Cost Value coverage [08:31 - 14:16] The Right Insurance Agent Learn Jeremy’s no. 1 piece of advice for investorsWhat to look for in an insurance agent Listen to Jeremy’s approach in insurance [14:17 - 20:48] Expensive Insurance Coverage Have you been offered something you shouldn’t be paying for? Listen to JeremyJeremy breaks down loss runs Hear from Jeremy about “uninsurable” propertiesAre there such properties? [20:49 - 22:01] Closing SegmentFind Jeremy at the links belowFinal wordsTweetable Quotes:“The bottom line is: ‘Where’s the best price for the coverage that I actually want, that I actually need, that I actually feel will take care of me?’” - Jeremy Goodrich“You just can’t think about insurance as insuring what you paid for in a property.” - Jeremy GoodrichYou can connect with Jeremy by emailing jeremy@shineinsurance.com or get in touch with him on LinkedIn. Check out Shine Insurance to learn more about their work. Do you belong to the 80% of commercial real estate investors with insurance that will fail to protect your properties? Find out here. Learn more about Myers Methods of Multifamily Investing: http://bit.ly/37u6oK3Register for Myers Methods Multifamily Investing Course: https://bit.ly/37iozkBLearn more about the Mid-Atlantic Multifamily Conference: https://bit.ly/2V7SlCCSupport the show (https://www.facebook.com/groups/157335752156211/)

Strategy always matters with Real Estate investing, that's why an Asset Manager plays a big role in the Industry. Providing positive business returns to investors makes while meeting the tenant's expectations is always important to be considered as an efficient Property Manager. It may take a lot of time and effort to reach these goals but your motivation will always bring you to success. In today's episode, Aileen's guest Mike Taravella shares his deep knowledge on how to properly manage properties, building a good relationship with investors and tenants.What You'll Learn From This Episode:Finding the Right Job and Career that Really Works for YouImportance of Establishing Rhythms to Investors and Residents in Asset ManagementEstablishing the Baseline of Occupancy, Identifying Problems, and Adding Value Within the First 30-60 DaysBuilding Communications and Being Transparent to InvestorsWhat is Physical and Economic Occupancy?Things to Prioritize in Terms of Capital Expenditure (CapEx)Importance of Business Planning and UnderwritingChallenges that You may Encounter as an Asset ManagerCommon Mistakes of Other Asset ManagersPossible Impacts of Real Estate Investing in Your LifeWhat Made ASANA a Great Tool for Real Estate Task ManagementGuest Bio:Mike has a Masters of Science in Accounting and worked at Ernst & Young as a Certified Public Accountant. He'd been investing in Real Estate in 2016 by owning and self-managing investments in Michigan. And currently, Mike is the Asset Manager at Rand Partners of over 1,600 units totaling $108M of assets under management where he's responsible for underwriting deals, investor relations, and asset management. Email: MikeT@RandCRE.comLinkedIn: Mike Taravella Jr.To connect with us:Website: www.bonavestcapital.comPlease click here, to leave a rating and review!

In this episode, you'll learn:How the low yield has changed the investment thesis for growth and value investorsWhat is the optimal investing strategy dependent on your view on the COVID-19 vaccineWhat the dollar index is indicating for investors right now The difference and similarities of the US and European economiesWhether the Euro and other international currencies are positioned to replace the US dollar as the main global reserve currencyAsk The Investors: Will bond investors rush into stocks given the low interest rate? BOOKS AND RESOURCES MENTIONED IN THIS EPISODEVisit Edward Harrison’s blog and newsletter, Credit write down. Watch Edward Harrison on Real Vision TV and listen to his podcastTweet directly to Edward HarrisonEnjoy better health and peak performance with Athletic Greens, your all-in-one daily drink. Get the FREE D3/K2 wellness bundle with your first purchase!Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged. Solve your long list of must-reads once and for all with Blinkist.Make hiring efficient and effective. Get a quality candidate within the first day with ZipRecruiter. Capital One. This is Banking Reimagined. What’s in your wallet?Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.

Welcome to Taking Action with Multifamily! I’m your host Amir Nassar, and I’d like to take you on a journey to get you equipped with all the essentials needed to get started in Multifamily investing. Along the way, I will include interviews with world-class guests from within the field, which will help you gain knowledge and take action. We’re all learning, even myself, so let’s do it together. [00:01 – 01:20] Opening SegmentWelcome to our first episodeI want to share all that I’ve learned with you[01:21 – 06:26] My StoryI talk about who I am and how I got started in investingBegan by learning all I could to stop trading hours for dollarsI immersed myself in Multifamily and it worked for meI get excited about handing out knowledge to other aspiring investorsWhat do you need to get started? Psychology [06:27 – 36:16] Closing Segment Dissecting the industry with future guests - Stay tunedFinal words from me Tweetable Quotes:“You need to hold yourself to high standards. You need to have the proper mindset to go into this…” - Amir Nassar LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.Visit www.nokacapital.com to learn more about investing in multifamily real estate.I’d like to connect with you! Send me an email at Amir@NokaCapital.com. Book Recommendations:Rich Dad Poor DadThink and Grow RichBest Ever Apartment Syndication Book

What are ETFs and why have they become so popular as a way to invest in your favorite companies? These days, ETFs represent a multi-trillion-dollar industry. In this episode, Toby Mathis of Anderson Advisors talks to William Rhind, founder of GraniteShares, an independent exchange-traded fund built for investors seeking simple, cost-effective access to differentiated investments. It is backed by leading fintech venture capitalists, such as Bain Capital Ventures and Clocktower Technologies.   William has built and managed businesses in the ETF market for almost his entire career and previously served as CEO of World Gold Trust Services, which is the largest commodity fund in the world. Highlights/Topics:  Exchange-Traded Fund (ETF): Fund listed like a share on the stock exchange that becomes new technology in the asset management space. Right Place, Right Time: People are embracing ETFs as a significantly low-cost alternative to mutual funds.  Active or Passive Management: Mutual funds are active, ETFs tend to be passive. ETF Advantages: Low cost, and buy and sell whenever you want. Challenges for Investors: What is in the portfolio? What do you own? It’s a secret.  Follow Index: The set of rules govern how the ETF has to be managed, how many shares must be included, what types of shares they are, and how often they rebalance. Management Fee: Small percentage of a fund’s assets that’s calculated on a manual basis and typically run from 0.17 to 0.7 percent. Some people still invest in mutual funds because the majority of mutual fund assets are held in 401(k) retirement accounts. GraniteShares: Focuses efforts on real assets, income, and large-cap equity investing.  Wall of Worry: COVID crisis and economic collapse encourages as much investing and liquidity as possible.   Moral Hazard: In the past, people that caused the banking crisis benefited from it. Now, people aren’t blaming banks or companies but specific people and countries. Resources GraniteShares https://www.graniteshares.com/ GraniteShares on Twitter https://twitter.com/graniteshares William Rhind on LinkedIn https://www.linkedin.com/in/william-rhind-5434367 Bain Capital Ventures https://www.baincapitalventures.com/ Clocktower Technology Ventures https://www.clocktowerventures.com/ World Gold Trust Services https://www.gold.org/news-and-events/press-releases/world-gold-trust-services-names-william-rhind-ceo BlackRock https://www.blackrock.com/corporate Toby Mathis https://andersonadvisors.com/tobymathis-2/ Anderson Advisors https://andersonadvisors.com/ Anderson Advisors Tax and Asset Protection Event https://andersonadvisors.com/asset-protection/ Anderson Advisors on YouTube https://www.youtube.com/channel/UCX5nh607M8hSBLiMB9MgbIQ

Today I had the pleasure of speaking with the CO-Founder of Yarusi Holdings, Jason Yarusi.Let’s dive into Jason’s story of the missteps and how to improve the value of the asset to provide a monthly passive income. Things you will learn in this episode:[00:01 - 05:19] Opening SegmentFabiola talks about her background and how he got into the multifamily real estate Connect with Jason, see below for the links[05:20 - 17:50] Problems Affecting Real Estate and How to Improve the Operations Jason talks about some of the issues he experienced with investing in real estate and how he's been able to solve or deal with it.Jason shares how he addresses the various questions and needs of potential investorsWhat is the problem?How to address it?What is the estimated time of completion?[17:52 - 23:37] Things You Need To Take Into Account: The Property and The Safety Of The Area Jason provides valuable guidance on what investors should consider when investing in assets older than 1990 or 1980Jason shares things which you also have to take into account not only the property but also the area around your property, is it safe?Jason offers guidance on if a crime has occurred in the area you purchase[23:38 - 26:53] Closing SegmentWhat are your words of wisdom to our listeners?“You have to act and implement.” What are your thoughts with mentorship and doing on their own? Do you think it’s helpful for somebody?“It depends on your attitude. You can do both.” Tweetable Quotes: “In running a business, there's a certain point where you have to be revenue and expense driven, but you also have to think of people in mind too” -Jason Yarusi You can connect with Jason on Instagram, Facebook LinkedIn, Youtube, and listen to their podcast The Jason and Pili Project. LEAVE A REVIEW + help someone who wants to learn more from mistakes and missteps by sharing this episode or click here to listen to our previous episodes.If you are interested in getting into multifamily or scaling your current business, hop over to our website myersmethod.com to grab your free four-step guide on how to get the ball rolling!Support the show (https://www.facebook.com/groups/157335752156211/)

SELF MADE STRATEGIES EPISODE 055 WITH PATRICK FINDAROVISA FRANCHISE – THE LEADING ADVISOR FOR IDENTIFYING AND ANALYZING U.S. BUSINESSES FOR THE E2 INVESTOR VISA(For U.S. Businesses) Visa Franchise simplifies the process for entrepreneurs to reside legally in the U.S.  They help their clients find the business that might be the best fit for their clients considering E-2 Visas.  Franchises time after time prove to be the best option for most clients, who prioritize business longevity and consistency over short-term profits.Visa Franchise understands each entrepreneur’s investment goals, desired location, and industries of interest, among a variety of important factors, in order to find the best U.S. business opportunities for the E2 Visa Investor and their family. Additionally, Visa Franchise coordinates with their client’s immigration and corporate attorneys to ensure their U.S. immigration and investment objectives are met. Remember that even though most of Visa Franchise’s clients apply for the E2 visa, a licensed U.S. immigration lawyer should be consulted to understand the best investor or employment visa for each individual.Visa Franchise has advised 300+ entrepreneurs from over 50 countries around the world achieve their dream of owning a business and moving to the U.S. Testimonials can be found on their website (www.visafranchise.com).ABOUT PATRICK FINDARO​As Business Development Director, Patrick Findaro oversees sales, marketing, and strategic relationships for Visa Franchise. Patrick’s experience with franchises and investor visas adds significant value to foreign nationals seeking investments in the United States. Patrick and his team manage an otherwise onerous process of immigrating through investment by partnering with trusted advisors and established franchisors. Moreover, his experience in advising high-net worth individuals on an array of investments enables Patrick to provide informative market & financial analysis for prospective franchisees.SHOW AGENDAOn today’s episode we will:• Get to know Patrick and hear about how Visa Franchise helps foreign entrepreneurs invest in US businesses• We will discuss Patrick’s strategies for entering new markets• Discuss the benefits of collaborating with foreign investorsWhat you will hear on this episode:• What an E2 Visa is and the benefits for both foreign investors and US based organizations• The considerations that you (in general) should think about before investing in a franchise• The benefits, for franchisors, of bringing on E2 investors/entrepreneurs? Are there any financial incentives?• Patrick's 3 best practices, that he has used, to engage with his target audience and to grow Visa Franchise• Hear how Patrick has consistently continued to grow his businesses into markets where he was an outsider• Hear about how you could use strategic partnerships to help grow your organization• Get insight on planning for continued growth and expansion• And so much more!PRODUCTION CREDITS:This Self Made Strategies Podcast is a SoftStix Productions LLC jawn.  This episode was produced, edited, and hosted by Tony Lopes, on location in Miami Beach at the Visa Franchise headquarters.  The Self Made Strategies Podcast is sponsored by Lopes Law LLC (www.LopesLawLLC.com).After you’ve listened to the episode, make sure you visit Visa Franchise (www.visafranchise.com) to read more about their work with franchisees.You can also connect with us on: • https://www.facebook.com/selfmadestrategies/ •• https://twitter.com/SelfMadeStratGs •• https://www.instagram.com/selfmadestrategies/ •• https://www.linkedin.com/company/self-made-strategies/ •

After graduating from M.I.T. with a Bachelor of Science in Management Science, Peter Dolch went on to pursue an impressive resume of business endeavors. With more than 25 years of experience in launching and managing technology-based start-ups, he left a mark on NYC before moving north to the suburbs. Peter is an active contributor to the community and the President and co-Founder of Thaumaturgix, Inc. (Tgix) which was twice ranked in the Inc. 500 Fastest Growing Private Companies list. Peter acts as the Managing Partner at Tgix; the CTO of Biospectal SA (a Swiss-based MedTech Startup); the Managing Partner at AEON Foundry, an NYC-based fund investing in and mentoring early-stage startups; is on the Advisory Board of American Diamond Mint, a new way to buy, sell and trade diamond assets; and is a Science Advisory Board member of DietPower.Some of his past achievements include: Founding Board Member of Port Indigo, a mobile solutions company; Founding Board Member of UnChat LLC, an online democracy platform; member of the Board of Advisors of Transclick, a wireless multi-lingual gateway and translation platform; Founding Board Member of CheetahMail, an email marketing company; member of the Board of Advisors to Intellireach Infocrossing, an IT outsourcing company; Board President of his NYC Co-Op.What You Will Learn:Peter Dolch’s career of launching and managing startupsHow to generate revenue with your company’s unused resourcesChallenges of investing in early-stage startupsBenefits of investing independently versus venture fundsAngel groups and how they workY Combinator and how accelerators work to help startups reach the next inflection point rapidlyExpectations you should set with your investorsWhat makes a company fundableHow to connect with Peter Dolch:Website: www.tgix.comLinkedIn: https://www.linkedin.com/in/peterdolch See acast.com/privacy for privacy and opt-out information.

Thinking of investing in Bitcoin? In this episode, George Goognin, founder of his own cryptocurrency called Karma, spills all the beans about cryptocurrency, giving us an honest and practical approach into how and when to invest in cryptocurrency, plus the best uses for it today. He also shares his struggle of promoting his business in a world where the media is so heavily under the influence of the big and powerful corporate companies.   My Guest: George Goognin George Goognin has a PhD in Math Models and Economy and started the first federal online startup in Russia, which he personally presented to Vladimir Putin in 2009. With eight years of experience in automation at big FinTech firms including Apple, Samsung and Nike, George created the first Blockchain experts chamber in the Russian Parliament. He and his team have been actively participating in creating and editing the legal environment for crypto. He is now working on his own cryptocurrency, Karma, and recently raised $10 million to fund his company.   Pivotal Moments: Started his own business at the age of nine and was wowed by the experience of raising his own profits. Opened his company ADV web engineering, a software development company. In 2013 was trying to get a bank loan to grow his business but was turned down because of regulations requiring him to provide collateral worth three times the value of the loan. Realized that there was huge potential to provide lending solutions for SMEs, so founded a peer to peer lending company as a side hustle, reaching a turnover of $5 million by 2017. Developed the company from manual to digital, eventually creating his Karma cryptocurrency. George recently raised a $10 million investment to fund his company, and is now working on developing and growing Karma.com   The Advice: Testing a Business Idea When starting out with a new business idea, it’s totally ok to begin with manual staff and paperwork. Once you have proven that this paperwork and manual process is attracting clients, has an audience who are interested in it and can generate some income, then you can begin to develop some software and an online interface for your clients to use.   Investing in Cryptocurrency   Tips for Investors: What’s the deal with cryptocurrency? Is it safe or worthwhile to invest in it? Here are some tips if you are thinking about going into the game: 1. Never get a loan to buy cryptocurrency. Because it’s so unstable, you could easily lose the money and you won’t be able to pay back your loan. 2. How much should you invest in crypto? As much as you would invest in the lottery. Maybe it will work, maybe it won’t.   Usage for Cryptocurrency: Currently, the most useful function of cryptocurrencies is managing the huge cross border commodity trade deals and money transfers. Some countries charge huge bank fees for sending money abroad, and in some cases the tarrifs can be more than paying income tax, making cryptocurrency a great solution for cross border trade.   Stability: Cryptocurrency has a reputation for being notoriously unstable. However, some currencies are tied to conventional currency, such as the USDT which is tied to the US dollar, and another which is tied to the SDR (a stable index on multiple currencies).   The Struggle: George struggles with PR and using the media to publicize his business. He feels that the media is heavily under the influence of big companies like Google and Amazon, meaning that in order to catch their attention, you need to do something very freaky or outstanding.   The Breakthrough: Promoting your business and attracting the right attention is not just luck. There is a straightforward process, including creating a pitch or headline, catching your audience’s interest and convincing writers to showcase you in their articles. et people to write about you. For more about the ABCs of PR, listen to our...

Thinking of investing in Bitcoin? In this episode, George Goognin, founder of his own cryptocurrency called Karma, spills all the beans about cryptocurrency, giving us an honest and practical approach into how and when to invest in cryptocurrency, plus the best uses for it today. He also shares his struggle of promoting his business in a world where the media is so heavily under the influence of the big and powerful corporate companies.   My Guest: George Goognin George Goognin has a PhD in Math Models and Economy and started the first federal online startup in Russia, which he personally presented to Vladimir Putin in 2009. With eight years of experience in automation at big FinTech firms including Apple, Samsung and Nike, George created the first Blockchain experts chamber in the Russian Parliament. He and his team have been actively participating in creating and editing the legal environment for crypto. He is now working on his own cryptocurrency, Karma, and recently raised $10 million to fund his company.   Pivotal Moments: Started his own business at the age of nine and was wowed by the experience of raising his own profits. Opened his company ADV web engineering, a software development company. In 2013 was trying to get a bank loan to grow his business but was turned down because of regulations requiring him to provide collateral worth three times the value of the loan. Realized that there was huge potential to provide lending solutions for SMEs, so founded a peer to peer lending company as a side hustle, reaching a turnover of $5 million by 2017. Developed the company from manual to digital, eventually creating his Karma cryptocurrency. George recently raised a $10 million investment to fund his company, and is now working on developing and growing Karma.com   The Advice: Testing a Business Idea When starting out with a new business idea, it’s totally ok to begin with manual staff and paperwork. Once you have proven that this paperwork and manual process is attracting clients, has an audience who are interested in it and can generate some income, then you can begin to develop some software and an online interface for your clients to use.   Investing in Cryptocurrency   Tips for Investors: What’s the deal with cryptocurrency? Is it safe or worthwhile to invest in it? Here are some tips if you are thinking about going into the game: 1. Never get a loan to buy cryptocurrency. Because it’s so unstable, you could easily lose the money and you won’t be able to pay back your loan. 2. How much should you invest in crypto? As much as you would invest in the lottery. Maybe it will work, maybe it won’t.   Usage for Cryptocurrency: Currently, the most useful function of cryptocurrencies is managing the huge cross border commodity trade deals and money transfers. Some countries charge huge bank fees for sending money abroad, and in some cases the tarrifs can be more than paying income tax, making cryptocurrency a great solution for cross border trade.   Stability: Cryptocurrency has a reputation for being notoriously unstable. However, some currencies are tied to conventional currency, such as the USDT which is tied to the US dollar, and another which is tied to the SDR (a stable index on multiple currencies).   The Struggle: George struggles with PR and using the media to publicize his business. He feels that the media is heavily under the influence of big companies like Google and Amazon, meaning that in order to catch their attention, you need to do something very freaky or outstanding.   The Breakthrough: Promoting your business and attracting the right attention is not just luck. There is a straightforward process, including creating a pitch or headline, catching your audience’s interest and convincing writers to showcase you in their articles. et people to write about you. For more about the ABCs of PR, listen to our...

Searching here, searching there...How do investors find rental properties that align with their financial goals? Is there a way to provide them access to these assets? Today, I am talking with Dan Ganguly, president of HomeUnion and founder of INVESTimate. As an entrepreneur, he’s always looking for a new solution to an existing problem. So, if a realtor needs a feed for homeowners, a property manager needs a feed of investment properties to present to potential buyers. You’ll Learn... [04:05] Questions for Investors: What’s your budget? Risk preference? Age and stage in life? Do you need cash? [05:13] Two Brands Connected: HomeUnion’s where investors search for properties; INVESTimate’s where property managers and realtors work with investors. [06:30] Business Model Change: Internet-only to tool that increases engagement between property managers dealing with investors. [07:43] Where to Start: Build a relationship sooner than later in the sales cycle process. [09:00] Help property managers build better Websites as a front door for people. [13:53] What does the local property manager do? Signs up with service, pays monthly fee, and puts on private/white labels. [14:58] Realtor gets MLS feed for home buying; property manager gets MLS feed with intelligent filters and big data for investment buying. [15:15] Everybody knows their #1 prospect is their existing customer because they already know, like, and trust you. [16:12] Other Options: MLS, Zillow, and similar Websites focus on finding stuff (schools, pools, etc.) that get people into a neighborhood. [16:35] INVESTimate: Offers big data platform with 110 million properties, 20 years of transactions, 200,000 neighborhoods, and more than 9 million rentals. [19:30] Is everything 100% accurate? No. Property is highly individual. [20:15] INVESTimate: Investors get best of both worlds when making a transaction. [21:45] Different risk-reward gradients/categories help people make the right decision. [26:45] Feedback from Property Managers: How has this changed their business? [32:05] Bottom Line: Business owners make money, get a door, and much more. Tweetables It’s a fish net to grab fish, and then we nurture the fish until they buy. Your #1 prospect is an existing customer because they already know, like, and trust you. We can’t force them to buy, but give them a reason and product to buy. Bottom Line: Business owners make money and get a door. Resources HomeUnion INVESTimate MLS Zillow Realtor.com DoorGrowClub Facebook Group DoorGrowLive Transcript Jason: Welcome, DoorGrow hackers to the DoorGrow Show. If you are a property management entrepreneur that wants to add doors, make a difference, increase revenue, help others, impact lives, and you are interested in growing your business and life, and you are open to doing things a bit differently, then you are a DoorGrow hacker. DoorGrow hackers love the opportunities, daily variety, unique challenges, and freedom that property management brings. Many in real estate think you’re crazy for doing it, you think they’re crazy for not, because you realize that property management is the ultimate high-trust gateway to real estate deals, relationships, and residual income. At DoorGrow, we are on a mission to transform property management businesses and their owners. We want to transform the industry, eliminate the BS, build awareness, change perception, expand the market, and help the best property management entrepreneurs win. I’m your host, property management growth expert Jason Hull, the founder and CEO of DoorGrow. Now, let’s get into the show. And today, I have a very special guest. I’m hanging out here with Don Ganguly. Don is the CEO of Homeunion, is that correct? Don: Yeah. I’m the president of Homeunion and founder of Investimate. Jason: President and the founder of Investimate. Don, I want to welcome you to being here on the Door Grow Show. Don: I’m glad to be here. Jason: Don, you have an interesting background. You have a lot of experience in entrepreneurism, I think people would be really interested here some tidbits from you today, and some insights. I’m excited to get it into your business and service. But let’s start with you. Can you give us a little background on you and just some of your experience and what lead you to where you are now in business? Don: Sure. I’m sort of a vocationally reformed engineer. This is my third company. The last one we did was actually an outsourcing service company for mortgage banks and services. We were actually helping originators doing the big boom and people [...] were getting a loan. When everything fell apart we were helping the services service those loans and try to keep people in their houses. We touched I think over $75 billion of service. That company ended up getting sold to Oracle, to a banking software company. But it was the progenitor to this whole Homeunion and Investimate thing that we founded because we were able to see all these properties all over the country that had some pretty decent prices and a good rental price ratio. When we looked at that, we figured there are all these homes that made good investments and people that live in the coast don’t get access to these assets. We looked at that and said, “Is there a way that we could provide access to rental properties the way people buy stocks and bonds?” If you look at the way rental properties are bought, we base them a little how homes are bought. So people go to a listing site, they get a list of properties, they do some back and beyond below calculations, figure out the rent, go to the neighborhood, or pick up the neighborhood, call a realtor, and then bounce around and try to find the right property that they like. If you’re look at an analog to that and say, “Hey, if you go to a wealth advisor and say, ‘I’ve got this much money to invest, what should I buy?’” The wealth advisors are going to say, “Okay. I got some stocks, here’s the idea, and here’s the score, here’s Apple, here’s Facebook, which one of these do you think you want in your portfolio and let’s go through a list.” The question they ask you often is, “Hey, what’s your budget? What’s your risk preference? What’s your age and state in life? Do you need cash?” And then they put a portfolio together that’s got a little bit of this and a little bit of that and it all enlines to your financial goal. We took that playbook and we brought it to this Investimate product that we built which says, “We can ask investors the same type of questions about their real estate investments and then let the system go out and find the right assets and build them a portfolio or a set of assets that need those financial criteria.” The non trivial exercise because to do that, we actually had to calibrate everything from a risk and reward stand point. Right? How risky is this house? And what’s in that house type of thing. That’s how we came to this. As an entrepreneur, you’re always looking for a new solution to an existing problem. Often, the existing stakeholders don’t have the answers. You got to think of something a little bit different. That’s how we got into this business. Jason: Help us understand these two brands, how they’re connected first and what they are. Just the overview. Don: No, I’m happy to. Homeunion used to be a retail platform where investors can come in and basically search for properties and invest. The first incarnation of Homeunion, we were actually serving as overall asset managers for these properties and then farming out the actual work to property managers on the ground. And then last year we made the call, it was becoming too big a business for us. We’ve done over 200 other transactions and we didn’t want to be in property management. We ended up giving those properties out to the property managers that were managing it, productized it and provided it as a platform for property managers and realtors that are working with investors. The product itself has been tested for four and a half years, it’d done $200 million of transaction within 5% of forecast and a good use by investors to buy properties all around the country, highly exercised. What we just see is the business model from being an internet only model that brought consumers to my front door to a product that would then serve people like property managers who are actually dealing with investors day to day, giving them a tool to engage with their investors. That’s the connection between the two. The Homeunion brand is an internal user of the investment product. So any leads that come in there are fed to our property management partners in various locations because we are not in the business. When we engage with that investor and they want to buy a property, then that property is managed by one of our partners. Both of them actually feed into the advantage of the property management tool. Jason: Let’s take our typical listeners. We’ve got a property management business owner, they got a small business, maybe they’ve got 100-200 doors on their management. They’re wanting to grow their business, they’re trying to deal with team changes, and staffing, and operations, and trying to systemize things for the first time ever. And then we have these solutions available that they can use to support in bringing investors. Where would they start with your services? Don: Yes. If I look at businesses such as yours and others, you’re helping them grow doors. How do you grow doors? You grow doors by finding more investors and having investors buying more doors, right? The property manager either at the bottom of the food chain which is that when the investors already bought that property, then they put their hand up and compete with four other property managers and say, “I’m the best guy in this market and you should come and put your property with me.” Or they can be more proactive and go up the food channel and up that funnel and have a conversation with the investor when the investor starts looking for that property. Be early in the solutions process. What happened to them is if you’re at that point in the fulcrum then you are actually able to participate in the property management process more naturally rather than doing it after the fact. Jason: If you’re part of this process earlier in the sales cycle then they’re going to have this relationship with you that’s already set and you’re by default mostly going to get the management contract. Don: You got it. Because you've been partnering with them ahead of time. At the same token, let me just take the other side of the coin there, the good work that you’re doing and others are doing is that saying, “Okay, listen, you need to market your business in some fashion. You need to get traffic on your website. You need to put content up.” There are various stakeholders that are helping property managers build better websites, you have a business in that, and a better front door for people to come in. When those people come in, then what do you have for them? That’s where we come in. I’ll give you a simple analog. If you’re a realtor, what do you need? You need an idea speed to your local MLS. Otherwise you can’t show any property. When a company comes in and says, “Hey, I want to buy from you.” If you have a website that doesn’t show any properties or you don’t have an ability to send that buyer of homes to buy then you can’t participate. It’s a minimum stake for a realtor. Jason: [...] tool. Don: If I am an “investor realtor” and that sort of property management, if I’m catering to investors then I need an ability to serve up investment properties or properties that are more likely to be good investment. Or put another way, I need to give you an investment lens through which to look at these properties so that you can then engage in buying a rental property through my system. If I don’t have that then I’m back to the bottom of the food chain because I’m searching here, I’m searching there, I’m doing all of these. If a realtor needs a feed for homeowners, I think a property manager needs a feed of investment properties that it can present to its potential buyer, if the property manager wants to jump up the food chain. That’s what Investimate provides. If you’re a property manager in a particular market and we’re in 15 or 16 markets around the country, we have real time connections to the local lifting services, what we would do is we would white label Investimate for your website so it would say, “ABC Property Manager” with your logo and your color on the front. When you use Door Grow or another service to drive investors to your website, then they come in and they have a way to search for rental properties in your patch or around the country, if you allow them to. Because you still get a referral fee for that and engage with you in that fashion. That’s one part of it. The second part is if you look at the realtors and I go back to the home buying because everyone gets that business. If you go to the home buying end of the business, what happens? The realtors are all over that bill when it reels its head. When a home buyer says I want to buy, you have a short window in which to grab that person and about 20 realtors are all over it from leads, from various places. The name of the game and how quickly can I get that person. On the investment side, nobody wakes up and says, “I just have to buy rental property in the next 24 hours. Otherwise I’m going to have a hissy fit of some kind.” That doesn’t quite work that way. When people make that decision saying, “Hey, maybe I should be in real estate, I know a lot of wealth is built that way. I should be out of the stock market, or I’ve already bought two properties, I think it’s time for me to buy another one. I got some excess cash.” What they need is a steady dive of stuff that fits their preferences and in nurturing. It’s very different from the home buying. The investment platform actually comes with a set of campaign management and a set of investor support services. When you’re under Investimate, and you’re a customer of ABC Property Management. So you come in and say I’m Jason. You register you start using the site, we call you and say, “Jason, we’re investment support with ABC Property Management, we’re here to help you use the system and help you understand what’s in here.” You get acclimatized with the system, you understand what it is, we get an idea of your preferences and the system also captures your preferences. Now, you’ve told me you like sci-fi movies or romcom and I now keep sending you scifi and romcom till one day you watch that movie, because that’s how investors work. They drip feed them until they put their hand up and say, “That’s probably interesting.” Now I got to buy box. Once I get that buy box, then I call ABC Property Manager and say, “Hey, I’ve got Jason who’s got X amount to invest. He’s looking in Austin. This is sort of his buy box, this is the sort of the property he’s looking for. Please help him out and do the local due diligence.” We serve that lead up at that point. It’s the website, it’s a set of intelligence filter that connects to the local listing service, and it’s a whole analytics lens that allows them to search like they would search with stocks and bonds. I can get more into the data side of it, it’s much deeper than that. To answer your question what does that local property manager do? He signs up with the service, it’s a small monthly fee, and he private labels it, white labels it on his website, and he’s off to the races. The way we make money, really, most of it is from when there’s a successful transaction. What we ask for them is to load whatever lead customers they have into that proprietary database that always stays there on and then these people as they come in, it’s a fishnet to grab fish, and then we nurture those fish ‘til they buy. It’s a long term way to keep their brand in front of customers and leads and others. I’ll tell you something that a lot of the property managers are working with, not only loading customers, they’ll think, “Hey, here is a whole bunch of people we touched in the last five years. We didn’t do business with them but we touched them in some fashion. I want those registered to me.” And a lot of them wake up and are prospect of buying stuff. All because once you see the product then they’ll say, “Yeah. I’m interested and I will use this to buy something.” That’s what we bring to the tables. What a realtor gets from a strict MLS feed for home buying, a property manager gets an MLS feed with a bunch of intelligent filters and big data for investment buying. That’s what we’re doing. Jason: I love the idea. Everybody listening knows or should know that their number one prospect is your existing customer. They already know you, trust you, and like you. You’re already probably managing a property for them. They’re one of the most likely to do business with you again, and if you have opportunities, a property’s available and they’re already investors, it would be a very easier thing to get them into an additional property. They’re going to have a high level of trust with you. If you have this easy pull of properties that they could see and view and they’re getting dripped, and they’re getting notified, and they’re in your funnel and system here, then eventually something is going to grab them. They’re going to go, “Hey, this looks like a deal I could sink my teeth into. I’m going to go for this.” For the skeptics that are listening, you’ve got the property managers that also do real estate and they’ve already got the MLS and they’re like, “Wow, why don’t I just put the MLS on.” And they can just look for property, any property. Let’s really clarify the difference between just having the MLS and having the Investimate tool. Don: Great question. The MLS or Zillow or Realtor.com or any of these sites, are geared towards you looking for school pools, stuff that gets you into a neighborhood to live in. What we did is we created a big data platform where we have 110 million properties, we have the entire US Housing Stock, we have 20 years of transactions. We have 200,000 neighborhoods, we have an initiative here with University of California where we collect over 9 million rentals all over the internet so we could put that into our model, and we do a couple of different things with it. We process over $200 billion of properties to bill them out. What we do with it is first thing we’ve done is we calibrated neighborhoods from A to D as a neighborhood investment grading. Think of this as a bond grading so the D is not, we’re not in D neighborhood. C is not necessarily saying it’s a bad neighborhood, it just says it’s a neighborhood that’s a little bit more volatile, you get in with the lower quantum of money, it’s a high yield property, that neighborhood property isn’t going to give you as much growth. But you can pull me a portfolio depending on what else you’re trying to buy. An E neighborhood has a higher quantum of investment. It’s a more expensive neighborhood, view is not going to be that great, and you are going to see a lot more growth. The question is should I buy Apple stock at $800 and buy five units of Apple stocks or should I buy something that’s $50 and buy hundred units of it? Or should I do a little bit of both? We’ve given them a risk reward calibration so they can look at both of these things. Then we forecast, we have a model that estimates the rent. We have a rent valuation model, we have a cascade waterfall where we compare to [...] and a bunch of other things to say here’s a range of the rent. We then estimate the price and see if it’s above or below what we model the price to be at. Based on that we come up with a big range on their property. Then, we provide a con of rich neighborhood information on the renter. If you go to an investment, you’ll see how much money do the renters make, what’s the average income, how come they can afford the rent, where are the rents on this neighborhood, am I an outlier rent? Once my renter goes, “I’ll never be able to fulfill it because I’m the only guy in that neighborhood where my renter’s paying higher among everybody.” There’s a ton of good strategic data and there’s price trends and rent trends on that neighborhood. When investors go in, it’s a shame when you look at the stock. What’s my risk in this stock? What’s the previous growth has been? What’s my dividend play? What had done historically? What is it expected to do? What other research can I get around it? It’s that one place where all that information is encapsulated. The potential rental property buyers are doing what [...]. They’re going to go to Zillow, find new property, we’re doing a back of the napkin, going to a rental meter, finding the rent and then coming back, going to a realtor, looking at the neighborhood, they don’t like it, go to another one. We put all of that into one piece on the back of big data. Like in many model, is everything 100% accurate? No. Property is highly individual. You and I may be living next door to each other and you’ve done a lot of great things in your property. You may be a little bit different than mine. How do we do that? The property manager solved that last mile problems. The model, the data helps them create a buy box, instead of guard rails, instead of neighborhood, it’s a type of property. And then the property manager goes and then says, “Yes, the data is right on this one. The renter’s exactly what we said.” or “You know what, this property is gutted on the inside and it’s not going to work.” It’s a combination of that site, of the platform, and the local property manager at the point of purchase. Investimate, you get the best of both in terms of making a transaction. Now, why is the property manager the best partner? Because he or she has to manage that property afterwards. They’re not going to go in and say yeah, the rent’s going to be $2,000, no problem. The moment it closes, then they come back and say the rent’s $1,500, that’s the beginning of the end as far as their whole credibility goes. All that big data is underlying the investment lens of [...], just going in that a little bit more. When we look at the MLS, we pull the listing services every 30 minutes. It’s real time. We apply 50 to 60 different filters to pull stuff in. We exclude stuff. If they’re common, if we don’t like them, we exclude those things, exclude D neighborhood. There’s a set of filters that go in, then we [...] the rich data, then there’s a que where a set of eyeballs do a quality check. Then, it makes it into the platform. It’s a highly curated investment focused platform that’s available for the property manager to showcase to his or her client. Jason: Alright, that was a great explanation. Basically, what I’m hearing is this is like MLS. It includes all the MLS stuff but it’s better. It includes more tools, more resources geared specifically towards the investor, and they’re able to make decisions. This is maybe a random question but I’m really curious about these different gradients or different categorizations that you have of risk reward and how are people making this decision whether they want As or Ds? Don: It really depends on the risk profile, at the end of the day. If you go for a C property, when do you buy a Triple C bond? A Triple C bond is a high yield bond for sure, because it’s not an A bond. But when you buy Triple C bond, you also know that there could be defaults, there could be things that wreck your returns. You’re getting that high yield to compensate for the risk. When you buy a Triple A bond, it’s more deterministic. In a higher end neighborhood, you’ve got rents that are not quite as high to the ratio of the property price, but you’ve got renters that tend to be more stable, that have been there longer period of time, and their homes tend to appreciate. But it requires more money to get in. It all depends in the investor’s personal preferences, are they looking for money now, are they looking more to build a portfolio and after 15 years when it’s all paid off that’s [...]. Are they looking for growth where they wanna spin around and flip it in five years? That’s a whole different discussion, they you go after more growth properties. You need at least five years for real estate before you cover all your transaction costs, or three plus years. It just totally depends on the investment and their requirements. They might buy some properties for cash flow, they might buy some for growth, and they might buy some that’s in between. We hear investors say hey, I need cash flow, that’s my number one determinant. Other investors might say I don’t really need any money right now, but I wanna build up a portfolio that will grow and be safe. Others will say I need to cover my mortgage, and maybe make a little bit of money, then the balance in the middle, but I really need properties that are going to appreciate. I don’t really care about cash flow, but I don’t want to be out of pocket. Those decisions then drive the type of properties, neighborhoods, locations, cities they end up with. Jason: In your platform, curious, what do you see being the most popular for the investors that are typically using this with property managers in that categorization? Don: Where people buy, 40% is what I call the B neighborhoods, 40% are on the C neighborhoods which are the high yield neighborhoods, and 20% are the As. As are obviously more expensive, and your buy will shrink when you get to the A neighborhood. That’s roughly what I see. Jason: Got it. This would obviously work for non-property managers that are using it. Maybe their intention is just to use and look at this for their own stuff, or to look for flips, or turnkeys, or different types of deals than just some sort of long term management situation. Don: It would work for realtors, any realtors that’s dealing with investors, they are also using the platform. We’ve got a number of realtors that signed up. The realtor piece is a little bit different. I’d sell you a home and you’re not going to buy another home from me for the next 7 to 10 years typically, I’m not going to come every year and sell you a home. Once I sell you a home, if I’m smart, I know you could be a potential investor. I say hey, if you’re looking for rental properties now, here’s a site that gives you local and national rental properties, and I’ll help you out with it. For the realtor, it becomes a cross sell. For a property manager, it’s an upsell, it’s one more property or a new guy coming in. But for the realtor it’s a cross sell to a customer or lead that already spent the money getting that customer or the lead. Now you say what else can I get out of their wallet? And this product does that. In terms of flippers, we’re not really geared towards flippers. We’re not showing the big distressed assets out there that you can find and rehab. The big thing for the flippers are rehab numbers. How much do I have to put into this property to actually make money on it? I’m buying it $40,000 on the market, I put $20,000 in it so I’m already in $20,000. I can make another $20,000 because I can sell it at market. That requires on the ground running around and understanding what those rehab cost. They can use the system to identify stuff, I’m sure. But at the end of the day, I think these are people driving around neighborhoods or trying to find distressed assets that need that. There’s not an inordinate focus and people on that on that platform, just because our partners are not really chasing those types of deals. We need a partner on the ground for this, solving the last model. Any investor can come in and use it for sure. Jason: Property managers that are already working with you and using your system in doing this, what sort of changes or feedback or results have you been hearing from them? What are they noticing and how has this changed their business? Don: One thing a lot of them are noticing is that a lot of their customers or their leads are waking up and they are engaged in looking at properties. There’s two, three things they’re saying. One is they’re making offers and new properties, in some cases they’re selling properties to the system which helps the property manager get a listing. They get that listing, and if the investor is selling the property, they can get to keep the property management because it’s a rental property that they’re selling it as and they’re not kicking out the renter going to a homeowner. I think a lot of people like that because there’s no erosion or churn of their portfolio from that perspective. Jason: What’s happening is even though properties are selling, which would normally turned into a property management business, they’re able to retain the management contracts and keep the tenants in place. Don: That’s right. Jason: Love it. Don: For those investors that are willing to do that, there’s some that will want to sell in the open market for whatever reason. I think if we can increase the velocity of this, and as more and more people get connected to the investment network when you push something into that, it goes across, gets eyeballs everywhere. It may move a lot faster because the investment on the other end will want a rental property that’s already rented with a track record of history from that property manager, because the property manager will be able to give us what’s been happening in the last two or three years in performance on this property. That becomes a lot more attractive than to buy a new one and then do all this stuff to it. Jason: So this is a proven property, they’re able to see that it’s rent rolled effectively, and this extends the reach then of this ability far beyond what the local MLS would provide because investors would be out of state and beyond are able to see this opportunity. Don: And realtors are not that interested in selling rental properties to investors. The MLS and stuff like that, they get the least amount of attention from realtors. Putting it on this platform puts many more eyeballs. We get 120,000 users on the platform today. Remember, we’ve been at this for four years, four and a half years. As the assigning of these property managers, they’re going into this. The [...] account is increasing dramatically month over month. Out of that, not everyone’s a buyer today but big enough sample size there that people would look at it and say this is something I want to buy. And the more product you put in there, the better you are. Jason: Say they sign up, how easy is this to get connected into the website? Is it just some javascript code snippet that would be added to a page, or just some HTML like an iframe… Don: Good question. It’s not iframe, it’s a hyperlink linked with their subdomain that gets added to their website and we can put it right over… For example the DMI franchise is rolling this out to a lot of their franchisees. We spoke to their website company and made sure that the logos and the colors and all that was consistent in how they wanted the brand to look for all DMI franchises and put it out there so they have the same experience, it’s stuff like that. It’s not a massive task, it’s a quick task of getting it up and running. They don’t even need someone familiar with website development on their end to put it up. Jason: Fantastic. I would imagine besides that, they’re able to feed in maybe their list of clientele, or how do they get clients using or into this system? Don: They send a file of their clients and their leads, and we separate the two. That gets loaded and tagged to them in the CRM for good. Anytime they do anything, they’re forever tagged to them. We look at the clients one way, we look at the leads one way, and they get a mail from Jason at ABC Property Management saying hey, we just implemented this new tool, come check it out, here’s all that it’s got. A series of mails inviting them to come check out the tool, what’s in it, and then we engage with them as investor support for Jason’s property management company, help them utilize the tool. That’s all branded to Jason, it’s not branded to anything else, it’s all branded to Jason. The backend calls are made to investment support to help them use the system, that’s all Jason. Then, they start receiving some weekly properties that are hot in their particular market. If they put their hand up, we answer questions and take [...]. Jason: Great. The bottom line, everybody listening, that business owners are all thinking is this makes me money, right? They’re getting the real estate deals, they’re getting commissions on the real estate deals, anything else that I’m missing? Don: They get a door... Jason: And they get property management contracts. Don: Yup, and let’s say for example we have property managers in California. A California property manager’s customer wants to buy in Austin, so the Austin person then can get a referral from the California buyer because the California buyer is not finding something in the price range they want in California. One thing they always ask, our customers, is do you want to show only your market or do you want to show all markets? There’s pros and cons to it. If you only show your market, then that investor can only buy in your market and that’s all they get and you always get the door. The con is if they ever decide to buy somewhere else, they’re not going to buy through you because you didn’t show that. Or, you show all markets and then if they do decide to buy somewhere else, then you get a referral fee from that. By the same token, you get inbound traffic from someone else. That’s the idea of that. But we give people that option, because we can show one, or two, or all. Most people tend to keep it fully open, but when you have people that say I don’t want to show anything other than my city. We’re okay with that as well, it’s the business owner’s choice. Jason: So this has other potential benefits of really setting up a referral network, getting some deals. Don: Yup. We’ve had situations where property managers just got a door, because somebody is buying a property. Then the person says they need a property manager, so then we get the door. Sometimes, they get the whole thing. If an investor wants to buy in their market, then they become the buyer’s agent, obviously they give up a referral fee back into the system so others can get paid. They get the door and that commission. At the same token then, they refer someone, they get a fee from that person from the door and the commission; it works both ways. Jason: Alright. Don, this sounds fantastic. Is there any other common questions or things that you think people listening might be curious about related to this? And then how can they find out more? Don: I think one thing we had expectations on, this is a long term relationship with your investors. Let’s say you’ve got 400 doors and 150 investors, the investors get exposed to it. It’s not that okay. In 60 days, they all come in and say great, now that you’ve given me this, here are 10 properties that I’m going to buy. They will buy over time, but what’s important is they are now much more connected with your brand and you start seeing deals happening with these investors when they decide to buy. We can’t force them to buy, but we give them a reason to buy, and we give them a product to buy. That’s the one thing. The second thing is we do need the property management person trained on the system. We have a training program and all of that. When we transfer that investor in the right time, they need to be able to use the system to find the next property and the next one if this one doesn’t work out. Because ultimately, they’re the one fulfilling that. A property management company sometimes has not been in the sales process, they’ve always been at the other end of the food chain. They’ve got to think that if they want to climb the food chain, they do need some competence and strive to be able to go and get that property and close the property with the investor. Although we’re taking a lot of the analytical work in a way by systems giving them all of that. They get a very clear buy box, but they still need to fulfill that buy box. Jason: Let’s wrap this up, how would people find out more about your Investimate product, and how would they demo this and learn more about the business, and how do they get started? Don: They would go to investimateroi.com, in there is a little video that talks about the product, an explanation of what it does for property managers and realtors, and an ability to set up an appointment for a demo. The best thing to do is always look at a demo. If they go there and they schedule a time, just like we’re doing here, we’ll get them on an online webinar and we’ll take them through the product and explain what it does, and see if it’s a fit for the business. It’s simple enough, yeah. Jason: Fantastic. Don, this has been really interesting, really insightful. I think a lot of people’s wills returning as they listen to this. I think that you’ll probably be getting some demos of people checking it out. Don: Great, thank you. Jason: Thanks for being on the DoorGrow show. Don: Glad to be here. Jason: You can check that out at investimateroi.com. I appreciate Don being on the show. If you are a property management entrepreneur that wants to add doors and make a difference, then make sure you check us out at doorgrow.com. If you want to join the most awesome community of property management entrepreneurs on the planet, we are hanging out inside the DoorGrow Club. It is a free Facebook group, you can go to doorgrowclub.com, make sure you join the group. We will see you next time on the DoorGrow Show. Until then, to our mutual growth. Bye, everyone.  

On Today's Show Bryan explains what Opportunity Zones are and how they can benefit communities.About Bryan Bryan’s role is a combination of strategic planning and sharp execution to build future valuation. This incorporates the strategic development of our corporate capital structure, both now and into the future.This role incorporates knowledge and insights from across key areas that drive growth, which include marketing, sales, research & development, finance, and others, to create and implement a longer term vision and enterprise-wide execution of growth-generating strategies, then communicating this longer term vision to the capital markets in order to drive enhanced valuation so that future capital raises are done at the most advantageous valuation,Prior to coming aboard InfluenceMine, Mr. Crane was a Founding Principal and Managing Partner at BlueWater Advisory Group, a consultancy focused on corporate governance, capital raising and investor awareness for publicly traded companies in the green-tech and e-commerce sectors. As well, he founded a full service investor relations and corporate communications firm focused on NYSE, AMEX and NASDAQ traded public companies.On Today's Show Bryan Discusses His start in BusinessWhat is a Opportunity ZoneBenefits for InvestorsWhat is a Opportunity FundAnd much more.................You can find Bryan at https://www.influencemine.io/https://www.linkedin.com/in/bryancrane/bryan@influencemine.io 805-294-3723You can find me at https://www.linkedin.com/in/williemorales/https://p2pre.com/https://www.facebook.com/peer2peerrealestate/Thanks Bryan for being on Peer 2 Peer Real Estate Podcast Please go to Itunes, subscribe and leave a review. Keep the momentum going, Good things will happen .Thanks everyone for listening . See acast.com/privacy for privacy and opt-out information.

In this episode, we have an in-depth discussion about Warren Buffett and the Federal Reserve with world renown author, Roger Lowenstein. During the interview, Roger provides interesting first-hand accounts of Charlie Munger and much more. Roger has published six books, and three have become New York Times Bestsellers. Get ready to hear a fascinating interview with one of the best business authors of our generation.Click here to get full access to our show notes.In this episode, you'll learn:The one thing that people don’t know about Warren Buffett?Why Charlie Munger has made Warren Buffett’s more fun, but perhaps not more prosperousWhy we have the same conversation about Central Banks as we did 100 years agoAsk the Investors: What is the future of crypto currency

There are a lot of reasons to love being a real estate investor. One of the most impressive is the “unfair” tax treatment investors get by the US Government – and we mean that in a good way! On today’s episode of The BiggerPockets Podcast, we sit down with CPA Linda Weygant to learn more about those incredible tax benefits. You’ll also hear how she discovered the power of real estate through her clients, and how that led her to begin her own investing journey. Linda shares how she navigates the messy world of investing in properties that have HOAs, as well as how she uses her “unfair advantages” to succeed where others fail. Finally, as a CPA, we have a special “tax-focused-Fire-Round” where we talk about LLCs, deductions, and much more!In This Episode We Cover:How Linda got into real estateWhy the government likes real estate investorsWhat her first deal looked likeWhat to look out for when using credit cards for rehabsShould you be debt free before investing?Debt to income ratioWhy she chose a townhouse as a first investmentHer HOA storyThe landlord vs HOA mentalityHow she got her positions in the HOA boardsRent-By-The-Room apartmentsHow to manage Rent-By-The-RoomInvesting with family and getting an LLCHow one should handle their businessWhere she’s headed in the next 10 yearsAnd SO much more!Links from the ShowBiggerPockets ForumsSept. 27, 2017 NYC Meetup w/Brandon Turner (Darren’s Event)BiggerPockets CalculatorsPartnerships, Landlording, and Getting Started in Real Estate with Meghan McCallumMeghan McCallum’s BiggerPockets ProfileBiggerPockets Meetup EventsBrandon Hall’s BiggerPockets ProfileBooks Mentioned in this ShowSet for Life by Scott TrenchThe Book on Rental Property Investing by Brandon TurnerFinding and Funding Great Deals by Anson YoungThe Book on Tax Strategies for the Savvy Real Estate Investor by Amanda Han and Matthew MacFarlandThe 4-Hour Workweek by Timothy FerrissYou’ve Got This by Will MatthewsFire Round QuestionsWriting off a firearm?Meet 750hrs on a Single Rental Property?Is education cost a tax deductible business expense?Tweetable Topics:“The costs to maintain a property go up every year.” (Tweet This!)“Always be open for something new.” (Tweet This!)“Always treat your tenants with respect.” (Tweet This!)Connect with LindaLinda’s BiggerPockets Profile

In this episode, you'll learn: How to build a professional network, so you don’t have to apply for a job the traditional wayHow you develop a competitive advantage as an employee in today’s marketHow to take intelligent risks in your business and on your jobAsk the Investors: What are the biggest biases new investors have?Click here to get full access to our show notes.

In this episode you will learn: Why value investors have the perfect temperament to follow a momentum strategy.If investors can improve their momentum strategy by individual stock picking.Why Dr. Gray is long US stocks though he believes they are highly overvalued.Ask the Investors: Why and when you should consider shorting the S&P500.Ask the Investors: What moment did you decided to become a lifelong learner?Click here to get full access to our show notes.

In this episode, you'll learn: Why momentum investing is not the same as growth investingWhy value investor should consider a momentum strategy in their portfolioWhy investing is like poker, where the best players win over timeAsk the Investors: What do you look for in a 10K?Click here to get full access to our show notes.

On this episode of the BiggerPockets Podcast, we sit down and talk with a real estate entrepreneur who recently was able to quit her job and travel the world thanks to her real estate ambitions! You’ll learn the unique methods Anca uses to get around the “4 to 10 loans” limit to finance numerous properties, as well as many other tips on everything ranging from house hacking to buying foreclosures to buying at an auction, and so much more. Don’t miss this excellent interview with an incredible successful investor, Anca!In This Episode We Cover:How Anca got started with real estateWhy Anca started with 50-50 partnership deals with her dadHow they got their first dealHow home equity loans can help you investBuying foreclosed propertiesThe ins and outs of REO foreclosuresTips for new real estate investorsWhat you should know about getting loansHow Anca manages her 33 rental unitsUsing commercial loans to finance residential investmentsHow Anca uses the BRRR strategy to invest with low-money downAnca’s smart strategy for getting deals when working with other agentsThe dangers of buying properties in auctionThings you need to know about long distance investingAnd SO much more!Links from the ShowBiggerPockets StoreThe Book on Flipping Houses by J. ScottThe Book on Investing with No Money Down by Brandon TurnerBiggerPockets WebinarBiggerPockets Webinar Pro ReplaysAuction.ComHubzuHomeSearchSeth Rogen & James Franco Bound 3 HD (Explicit)Books Mentioned in this ShowRich Dad Poor Dad by Robert KiyosakiTotal Recall: My Unbelievably True Life Story by Arnold SchwarzeneggerThe Obstacle Is the Way: The Timeless Art of Turning Trials into Triumph by Ryan HolidayConnect with AncaAnca’s BiggerPockets ProfileAnca’s Company Website