Podcasts about passive investing

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  • 334PODCASTS
  • 1,391EPISODES
  • 31mAVG DURATION
  • 1DAILY NEW EPISODE
  • Jan 19, 2022LATEST

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Best podcasts about passive investing

Show all podcasts related to passive investing

Latest podcast episodes about passive investing

Two Smart Assets
Challenging Conventional ”Wisdom” with Non-Traditional Investment Alternatives with Jim Pfeifer

Two Smart Assets

Play Episode Listen Later Jan 19, 2022 32:17


Join Daniel Nickles with his guest Jim Pfeifer as they talk about what teaching finance taught him, his process of finding and screening sponsors, his take on the vitality of communication, and his thoughts on speculating vs. investing. As a rule of thumb, for Jim, 95% of any investor's resources should be invested in hard assets. As the discussion furthers, Jim also explains how diversification should be approached and how it is everyone's entry into the whole ecosystem of real estate investing. In this episode you will learn: From paper assets to hard assets Jim Pfeifer – on where you should be investing most of your resources Sponsors are crucial to your network You can still get involved even though its passive Jim's bad experiences with passive investments About Jim Pfeifer: Jim Pfeifer is one of the founders of Left Field Investors and the host of the Passive Investing from Left Field podcast. Left Field Investors is a group dedicated to educating and assisting like-minded investors negotiate the nuances of the passive investing landscape and world of syndications. Jim is a former financial advisor who became frustrated with the one-path-fits-all approach of the standard financial services industry. Jim now concentrates on investing in real assets that produce cash flow and is committed to sharing his knowledge with others who are interested in learning a different way to grow wealth. Jim not only advises and helps people get started in passive real estate syndications, he also invests alongside them in small groups to allow for diversification among multiple investments and syndication sponsors. Jim believes the most important factor in a successful syndication is finding a sponsor that he knows, likes, and trusts. He has invested in over 45 passive syndications including apartments, mobile homes, self-storage, private lending and notes, ATMs, commercial and industrial triple net leases, assisted living facilities, and international coffee farms and cacao producers. Jim is constantly looking for new investment ideas that match his philosophy of real assets producing cash flow as well as looking for new sponsors with whom he can build quality, long-term relationships. Connect with Jim Pfeifer on: Website:              http://www.leftfieldinvestors.com/ LinkedIn:             https://www.linkedin.com/in/jimpfeifer Connect with Two Smart Assets on: Website:              https://twosmartassets.com/ Facebook:           https://www.facebook.com/TwoSmartAssets/ Instagram:          https://www.instagram.com/twosmartassets/ YouTube:             https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw   ✅ Check out our free apartment syndication sample deal: https://twosmartassets.com/sample-deal-form  

How Did They Do It? Real Estate
SA348 | Strategic Tax Planning and Reduction with Catherine Tindall

How Did They Do It? Real Estate

Play Episode Listen Later Jan 14, 2022 24:41


Not everyone enjoys talking about taxes, but with the current state of the economy, you need to locate the best accountant to meet your demands. In today's episode, Catherine Tindall discusses the tax planning and techniques you'll need to help you upgrade your portfolio. Key Takeaways To Listen ForHow tax depreciation impacts investorsDifferences between active and passive investment tax benefitsHow to choose and evaluate the right accountant for your investmentsWhat to keep an eye out for changing tax landscapeWays to utilize 1031 exchangeTips to efficiently work with your accountantAbout Catherine TindallCatherine Tindall is a CPA, and partner at Dominion Enterprise Services, a concierge tax advisory practice. With all the recent and upcoming tax changes, I am excited to talk to an expert that can help us, not only stay informed but also provide some insight into how we can reduce our overall tax burden. Connect with CatherineWebsite: Dominion Enterprise ServicesLinkedIn: Catherine Tindall, CPATo Connect With UsPlease visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!SponsorThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams

Mommy Dentists in Business
173: Interview with equity investor, Alina Trigub, MBA

Mommy Dentists in Business

Play Episode Listen Later Jan 14, 2022 39:53


Alina Trigub joined the TF Management Group LLC team in February 2021. She spearheads marketing and investor relations, as well as education activities for the group. Alina's expertise had been built upon her personal journey as an equity investor, as well as through SAMO Financial – the company she founded and built to provide education and alternative investment options to her clients. Through SAMO Financial, Alina and her investors have been able to build an extensive investment portfolio and invest in various commercial real estate including but not limited to apartment buildings, self-storage,  mobile home parks and many other commercial assets. Alina's business motto has been articulated well by Warren Buffett's quote; “Someone is sitting in the shade today because someone planted a tree a long time ago". Her passion is to teach others how to build wealth by investing passively. Alina holds a Bachelor Degree in Accountancy from Baruch College, CUNY (City University of New York) and MBA in Finance and Management from Rutgers University.  Alina is the founder of the virtual Meetup group named, “The Power of Passive Investing through Real Estate”.  As part of helping investors to obtain education about alternative investing, Alina offers instructional webinars in collaboration with various administrators of self-directed IRA companies.  Alina is a sought-after speaker, including presentations at the Private Wealth Management Summit, Raising Money Summit, Multifamily Foundation Workshop, Hunter College (CUNY), Stockton University and many other places. Alina's interviews and quotes have been featured in many major publications, including but not limited to Forbes, GoBankingRates, MSNMoney, BankRate, IdeaMensch, and a number of others. Alina has also been featured in the 60 Minute Startup and Immigrant Hustle books.

Best Real Estate Investing Advice Ever
JF2690: How to Network at Conferences - The Best Tips For 2022 Actively Passive Investing Show with Travis Watts

Best Real Estate Investing Advice Ever

Play Episode Listen Later Jan 13, 2022 25:12


Attending conferences and events is one of the best ways to expand your network. But how do you make sure you make the most out of your experience? In this episode, Travis shares the critical elements to networking at conferences and how to create your own game plan for your next event. Looking for your next real estate conference? Join us in Denver, Colorado at the Gaylord Rockies Convention Center from February 24th-26th for the Best Ever Conference! Register here: www.besteverconference.com Want more real estate advice? We think you'll like this episode: JF2668: 3 Ways to Grow Your Business at a Networking Event with Ben Lapidus Check out past episodes of the Actively Passive Investing Show here: bit.ly/ActivelyPassiveInvestingShow. Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss

The Long View
Cullen Roche: Macro Is About Understanding the World for What It Is

The Long View

Play Episode Listen Later Jan 11, 2022 53:47


Our guest today is Cullen Roche. Cullen is the founder and chief investment officer of the Discipline Funds. In addition, Cullen heads up Orcam Group, a registered investment advisory firm he established in 2012. Cullen also authors the popular blog "Pragmatic Capitalism," where he writes about a range of macroeconomic and investing topics. He is active on social media, including Twitter, where you can find him at @cullenroche. Cullen started his career as an advisor at Merrill Lynch and did a stint at an event-driven hedge fund before starting his RIA firm. He received his bachelor's degree in finance from Georgetown University's McDonough School of Business..BackgroundBioPragmatic Capitalism BlogPragmatic Capitalism: What Every Investor Needs to Know About Money and Finance, by Cullen RocheMacroeconomics and Financial Planning/Advice“Three Things I Think I Think—Macro Thoughts,” by Cullen Roche, pragcap.com, Aug. 3, 2021.The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness, by Morgan Housel“The Most Important Investment Factor—Behavior,” by Cullen Roche, pragcap.com, April 6, 2018.“What Is the Value of Financial Advice?” by Cullen Roche, pragcap.com, Sept. 18, 2019.“Understanding Quantitative Easing,” by Cullen Roche, papers.ssrn.com, Feb. 10, 2014.“2 Reasons the Surging Deficit Worries Me,” by Cullen Roche, pragcap.com, Sept. 26, 2018.Economic Cycle and Fiscal Picture@jasonzweigwsj“Three Things I Think I Think: Cycles, Hunting Biden and Life,” by Cullen Roche, pragcap.com, Oct. 15, 2020.“Three Things I Think I Think: Housing Bubble 2.0, Passive Investing and Hyperinflation,” by Cullen Roche, pragcap.com, April 8, 2021.“Should House Prices Be in the CPI?” by Cullen Roche, pragcap.com, Aug. 24, 2021.“Understanding Government Liabilities,” by Cullen Roche, pragcap.com, March 28, 2021.Inflation and Interest Rates“Let's Talk About Inflation,” by Cullen Roche, pragcap.com, May 12, 2021.“Is Hyperinflation Coming?” by Cullen Roche, pragcap.com, Oct. 25, 2021.“Three Things I Think I Think—Myths That Never Die,” by Cullen Roche, pragcap.com, Oct. 5, 2021.“Government Bond Markets Aren't ‘Free' Markets,” by Cullen Roche, pragcap.com, Oct. 8, 2020.“What if It's all Going to Zero?” by Cullen Roche, pragcap.com, Nov. 9, 2021.“Why Stocks and Bonds Are the Core of any Portfolio,” by Cullen Roche, pragcap.com, March 16, 2021.Discipline Fund ETF“Introducing the Discipline Fund ETF,” by Cullen Roche, pragcap.com, Sept. 21, 2021.“John Bogle: How to Create Perfect Asset Allocation,” video interview, youtube.com, June 24, 2018.Discipline Fund ETF OverviewWesley Gray“What Is Discipline-Based Investing?” by Cullen Roche, pragcap.com, Jan. 1, 2019.Target-Date Funds“The Zoom Climb Glide Path & Why the Age in Bonds Rule Is Wrong,” by Cullen Roche, pragcap.com, Sept. 30, 2021. “The Portfolio Size Effect and Using a Bond Tent to Navigate the Retirement Danger Zone,” by Michael Kitces, kitces.com, Oct. 5, 2016.“Three Things I Think I Think—Dangerous & Terrible Stuff,” by Cullen Roche, pragcap.com, Sept. 29, 2021.

Lance Roberts' Real Investment Hour
How High Will Markets Bounce...or flounce?

Lance Roberts' Real Investment Hour

Play Episode Listen Later Jan 11, 2022 47:48


Has Inflation Begun to Erode Earnings? Rising Wages are showing up at lower end of wage scales; pay differentials for work from home vs work at office; Passive Investing and the bear market mirage; What happens when all this reverses? Markets are fine--until liquidity shifts; The Fed has no ability to really control economy, and has failed for years. Will this be a rotation back to Value? SEG-1: The Impact of Passive Indexing on this Market SEG-2: What Happens when the good times Reverse? SEG-3: Why Do We Have So Much Faith in the Fed, which continually errs in its direction? SEG-4 How Big a Bounce Will We Get? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts -------- Our Latest "Three Minutes on Markets & Money: Are Tech Stocks Ready to Rally?" https://www.youtube.com/watch?v=Bnyx0yHdld0&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "Inflation is The Big Game Changer for 2022" is here: https://www.youtube.com/watch?v=gRKAdyFnelY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2598s -------- Register for the next Candid Coffee: https://us06web.zoom.us/webinar/register/9816369327340/WN_8UCalLNwRKOiI97F0L7pww -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #2022Market #MarketVolatility #BullishTrend #SmallBusinessDrivers #Markets #money #investing

Lance Roberts' Real Investment Hour
Inflation is The Big Game Changer for 2022

Lance Roberts' Real Investment Hour

Play Episode Listen Later Jan 10, 2022 47:42


How to keep proper perspective as liquidity begins to drain, and dealing with obscenely lofty earnings expectations for 2022. The FaceBook name change does not change its stripes--or fundamentals; How ETF's rehash liquidity; What will next crisis catalyst be? Why Tesla market cap + all other automakers markets caps cannot be the same. SEG-1: Keeping Proper Perspective as Liquidity Unravels SEG-2: Inflation Is the Big Game Changer for 2022 SEG-3: The Impact of Passive Investing; Will Next Catalyst be Credit Related? SEG-4: Things that Change the World - Bitcoin, Beyond Meat, Tesla Hosted by RIA Advisors Chief Investment Strategist Lance Roberts -------- Watch today's full video of this show here: youtube.com/watch?v=dKmF_Ut0hS4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2556s -------- Our Latest "Three Minutes on Markets & Money: Markets Are Under Pressure--Can We Hold December's Lows? https://www.youtube.com/watch?v=SMShgBu8iQk&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=1s -------- Our previous show, "Why Does the Fed Always Raise Rates at the Wrong Time?" is here: https://www.youtube.com/watch?v=S3_05oO7xhg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=2585s -------- Register for the next Candid Coffee: https://us06web.zoom.us/webinar/register/9816369327340/WN_8UCalLNwRKOiI97F0L7pww -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #2022Market #MarketVolatility #BullishTrend #SmallBusinessDrivers #Markets #money #investing

Passive Income through Multifamily Real Estate
Episode #224: From Active to Passive Investing with Bob Trapnell (Replay)

Passive Income through Multifamily Real Estate

Play Episode Listen Later Jan 10, 2022 31:30


Bob Trapnell is a true So Cal resident having been born and raised in the area. He attended UCLA  and ventured into real estate in 1991. For 17 years he specialized in doing loans- mostly as an in-house lender sitting at a desk in the Fred Sands Realty and Keller Williams offices. During the loan career in the 90s he jumped into buying apartments. 1994 was his first purchase of a 6 unit building.  Having no more funds, he researched how to do syndications. January 1995 was the start of numerous other properties that were then purchased with his partners and other investors. Bob attributes many of his purchases to the loan background and being able to think out of the box and use creative financing to attain the deals.Bob and his partners sold all the properties in 2005 and 2006 as the market had seemed to reach its maturation point.  Watching carefully in the downturn for new opportunities to get back into the market, 2009 he started buying via the syndications and has now completed the purchase of 10 properties totaling 236 units. Two of them have been sold and investors reaped some nice returns from the properties (24 and 33% annualized returns, respectively).Connect with Bobbobtrap@gmail.comGarzella Group

The Real Estate InvestHER Show with Elizabeth Faircloth and Andresa Guidelli
Passive Investing in Today's Market with Liz Faircloth

The Real Estate InvestHER Show with Elizabeth Faircloth and Andresa Guidelli

Play Episode Listen Later Jan 7, 2022 39:58


There are so many incredible benefits in passive investing, but in this episode, we're going to dig a little deeper into how to find success in the people-side of the business with our very own co-host, Liz Faircloth! Liz co-founded the DeRosa Group in 2005, with her husband, Matt, with one mission in mind: to “transform lives through real estate." DeRosa now holds over $60M of residential and commercial assets throughout the east coast.To scale her mission to help women in Real Estate to live a financially free and balanced life while building generational wealth, she co-founded The Real Estate InvestHER® community, now with over 56 Meetups across the US and Canada, an online community and membership that offers accountability and mentorship for women to take their business to the next level on their own terms! Liz is also a published InvestHER's first book, “The Only Woman in the Room - Knowledge and Inspiration from 20 Successful Real Estate Women Investors!”We're going to dive into Liz's story, learn from some of her early missteps, pick her brain to find out some of the best-kept secrets in passive investing, and see how she sets herself and others up for long-term wins in today's market!Quotes• “We knew we wanted to grow a business, we knew we wanted to buy a lot of units… and one way to do that is to work with other people.” (5:24 - 5:33) • “It's not just making money. This is lifestyle… How exciting it is to hear one of our investors say, ‘my wife now can retire because of the investment we did with you!'” (10:06 - 10:17)• “There are tons of benefits to being a passive investor, but if you don't know why someone wants to passively invest with you, then you're not able to speak their language… You really want to make sure you tie in all the amazingness that you have to share with what they need and want.” (11:34 - 12:04)• “It should be a win-win, you shouldn't be losing if you're an active investor. You should not be losing when you're working with a passive investor.” (14:30 - 14:36)• “When you are in this business, you need to do the right thing. In my opinion, there are things you need to do legally, and then it goes beyond that.” (28:03 - 28:12)• “The once-a-week thinking time that I've incorporated recently… that creates a level of going within and saying, ‘what's working and what's not right now…?' That really sets me up for success when I do it consistently.” (36:50 - 37:15)Connect with Liz Faircloth:YouTube: https://www.youtube.com/c/DerosaGroupTrenton Website: https://derosagroup.com/ Resources Mentioned: The Only Woman in the Room Evaluating a Syndicator Like a PROAs a Man ThinkethWe have an exciting investment opportunity that InvestHER has partnered with the DeRosa Group on! It is a 670-unit value-add portfolio that is diversified across five separate garden-style apartment complexes in Winston-Salem, NC, and Lexington, KY. DeRosa already owns apartment complexes in both markets and has the team and systems in place already! *This is a 506c offering for Accredited Investors only. To Learn More - https://www.therealestateinvesther.com/dealsPlease visit our events page to join an upcoming Webinar! https://www.therealestateinvesther.com/events-----------------------------------------------------------------How To Join the InvestHER Movement 1) The Real Estate InvestHER Podcast - The weekly show details the journey of some of the most amazing women real estate investors around the world, who open up their lives and share practical and strategic tools for growing a rental portfolio, flipping houses and the mindset that allows them to run a successful investing business while taking care of their families and most importantly taking care of themselves. Subscribe via:Apple Itunes SpotifyAmazon MusicAndroid Stitcher 2) The Real Estate InvestHER Membership STRIVE is a one-of-a-kind membership for experienced women investors looking to make deeper connections and take their Real Estate business to the next level. It is more than a transactional membership, it is a transformational experience for women looking to live life on their own terms.Apply today. We open doors in June. https://www.therealestateinvesther.com/reserve 3) InvestHER Community on Facebook We have thousand of members in our Facebook InvestHER Community (and growing!) This is a safe place for women to ask real estate investing questions and gain the support they need to achieve their goals! 4) InvestHER Meetups Around the Globe We have Investher Meetup members attending in person meetings across the country and Canada. Meetups are being held monthly by experienced InvestHER Leaders! Learn more about our InvestHER leaders, meetup locations, and how to become an InvestHER Leader HERE! 5) InvestHER™ eXp TeamOur mission is to empower women in Real Estate to live a financially free and balanced life, and we are extending our support to Real Estate agents worldwide. We have created exclusive content and support for the InvestHER™ eXp Team:*Top skills and strategies to grow YOUR business*How to utilize your “real estate agent” advantage to become a real estate investor*Monthly live masterminds*Become part of Libertas Organization with top coaches, Tim and Julie Harris. Jonna Hall Weber is leading our team. If you have any questions or are ready to join our team, click here to schedule a call with her.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Millennial Investing - The Investor’s Podcast Network
MI Rewind: COVID-19 and Growth Investing with Simon Erickson

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Jan 7, 2022 59:12


IN THIS EPISODE YOU'LL LEARN:01:32 - Important investing principles to focus on.15:24 - How you can analyze individual companies to decide on potential investments.47:59 - What it means to "upgrade your portfolio".49:47 - How Coronavirus has impacted the investing landscape.52:23 - Some of Simon's favorite stock picks.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESRobert and Clay's tool for picking stock winners and managing our portfolios: TIP Finance.Get a FREE audiobook from Audible.John Bogle's book The Little Book of Common Sense Investing.Rick Ferri's book The Power of Passive Investing.Erin Lowry's book Broke Millennial Takes On Investing.All of Robert's favorite books.Support our free podcast by supporting our sponsors.Now, not only the wealthy can afford collectibles! Enter Otis, an investment platform that makes it possible for almost anyone to invest in shares of cultural assets. Sign up now at withotis.com/TIP to get your first share for FREE!Get exclusive rewards and comprehensive benefits with Point Card. Membership starts at $99 a year and comes with unlimited cash-back on every purchase! Use promo code INVEST to get 25% off current membership fees when you create an account. Valid until January 31, 2022 only, so sign up now!Yieldstreet allows you to invest beyond the stock market with an evolving marketplace of alternative investments. Create your account today.Provide future financial protection to the people who matter most to you with the help of TD Term Life Insurance. Canada's #1 employee benefits plan for small businesses! The Chambers Plan evolves with the way you work and live while keeping the rates stable. Opt for the simple, stable, and smart choice for your business.Be part of the solution by investing in companies that are actively engaged in integrating ESG practices with Desjardins.Get daily content from Robert on Instagram @therobertleonardRead this episode's transcript and full show notes on TIP: theinvestorspodcast.com/millennial-investingSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Best Real Estate Investing Advice Ever
JF2683: How to Evaluate Risk in Multifamily Apartments 2022 | Actively Passive Investing Show with Travis Watts

Best Real Estate Investing Advice Ever

Play Episode Listen Later Jan 6, 2022 28:41


There are a lot of variables to consider when selecting a deal, which means there is a lot that could go wrong with your potential investments. Today, Travis Watts outlines three risk areas investors should investigate before closing on a multifamily deal. Want more? We think you'll like this episode: JF1386: How Do You Remove As Much Risk As Possible In Real Estate Investing? With Chad Doty Check out past episodes of the Actively Passive Investing Show here: bit.ly/ActivelyPassiveInvestingShow. Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss

How Did They Do It? Real Estate
SA341 | Success and Low-Risk Strategies for Passive Investing with Camilla Jeffs

How Did They Do It? Real Estate

Play Episode Listen Later Jan 5, 2022 33:42


Join us in this episode as Camilla Jeffs provides knowledge that will allow you to create more time and financial freedom. Stay connected to learn more about passive investing in multifamily!Key Takeaways To Listen ForChallenges of organizing investmentsWhat passive investors should look for in a deal and opportunitiesImportance of communication and networking in seeking new possibilitiesMetrics and factors to consider to determine potential dealsWays to minimize risks of being a passive investorHow to manage investing business and family life at the same timeResources Mentioned In This EpisodeMeetupAbout Camilla JeffsCamilla Jeffs is passionate about financial education, building wealth, and living a life by design. She is the Founder and CEO of Steady Stream Investments, a company focused on providing investment opportunities in large multifamily and senior housing communities. With 18 years of experience investing in real estate, she has done everything from live-in flips, single-family rentals, small multifamily, and now large multifamily and assisted living. She specializes in teaching first-time investors how to achieve passive income and diversify their portfolios. Camilla believes in the investing trifecta, where one can achieve not only strong financial returns, but create social and environmental impact by providing safe, clean, and affordable housing to entire communities. Camilla is a triathlete, an outdoor enthusiast, and a devoted mother to her five amazing children. Connect with CamillaWebsite: Camilla JeffsLinkedIn: Camilla JeffsFacebook: Camilla JeffsTo Connect With UsPlease visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!SponsorThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams

The Real Estate Syndication Show
WS1171: How Do You Raise $175 Million in One Year? with Andrew Davis | #TechandTacticsTuesday

The Real Estate Syndication Show

Play Episode Listen Later Jan 4, 2022 38:59


This year has been fantastic for Andrew Davis and his team at PassiveInvesting.com. They have raised $175 million in equity in one year, approaching $1 billion in acquisitions. How did they achieve that level of success so quickly? In this #TechandTacticsTuesday episode, Andrew talks about his real estate passion and journey. He is good at building relationships and securing trust, but it's just impossible for him to reach that number, receive all the calls, and do all the work by himself. So, he trained his team and empowered them to be even better than him, which helped them scale fast, develop more referrals, and double the number of calls they receive. Andrew also shares some KPIs and metrics that help them grow continually and exceed their targets. 

How Did They Do It? Real Estate
SA339 | Enabling Faith-Driven Leaders To Create New Streams Of Income with Adrian L Chuquillangui

How Did They Do It? Real Estate

Play Episode Listen Later Jan 3, 2022 28:52


If you want to learn about the impact of real estate investing, this episode is for you! Adrian L Chuquillangui joins to explore the benefits of real estate investing and strike a balance between family, investment, and religion. Never miss to dial in to find out more! Key Takeaways To Listen ForThe parable of the talents, stewardships, and syndicationWhy is it important to understand assets and liabilities?Finding the right balance between investing, family, and religionAdvantages of investing in multifamily passivelySteps to start in real estate syndicationThe impact of having your wife as a business partnerResources Mentioned In This EpisodeFOCUSAbout Adrian L ChuquillanguiAdrian is a Catholic husband, father, active-duty U.S. Coast Guard (USCG) Officer, multifamily investor, and syndicator. He is the founder and CEO of St. Joseph's Capital, a commercial multifamily real estate syndication firm committed to helping faith-driven leaders create new streams of passive income and impact while assisting missionaries committed to sharing the hope and joy of the gospel with high school and college students. He is a member of the Active Duty Passive Income (ADPI) Military Multifamily Academy and the host of the St. Joseph's Capital Show, where he interviews top experts in the real estate industry, with a focus on the synergies between faith, personal growth, impact creation, and real estate investing.Upon commissioning and receiving a bachelor's degree in Operations Research and Computer Analysis from the U.S. Coast Guard Academy,  Adrian has served in a variety of roles for the USCG conducting and planning search and rescue, drug interdiction, alien and migrant interdiction, illegal, underreported, and unregulated fishing law enforcement, and international partnership-building missions. Connect with Adrian Website: St. Joseph's CapitalLinkedIn: Adrian L ChuquillanguiTo Connect With UsPlease visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!SponsorThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams

Learn Real Estate Investing | Lifestyles Unlimited
(January 1, 2022) How Passive Investing Can Change Your Life

Learn Real Estate Investing | Lifestyles Unlimited

Play Episode Listen Later Jan 1, 2022 42:10


When Richard C. realized that the stock market could only offer him appreciation at best, but real estate investments could make him money in multiple ways, he started buying Single Family real estate assets through his IRA. Joining Lifestyles Unlimited and learning about Multifamily economies of scale, he put money into multiple passive deals and tells David Ruzicka how this investing model has changed his life! Click to Listen Now

Austin Real Estate Investing
Charles Devaney -Certified Public Accountant (CPA)

Austin Real Estate Investing

Play Episode Listen Later Dec 30, 2021 46:46


Charles became a licensed CPA in Texas in 1990. He has helped Real Estate Investors for 20 years with tax preparation and helping them navigate taxes as an investor.   Charles' favorite mindset book is Passive Investing in Commerical Real Estate by James Kandasamy. Charles can be reached via email: devaneycpa@gmail.com or online at devaneycpa.com. He has a few favorite restaurants in the Austin area that include Louie Mueller BBQ, El Mancha, and Black's BBQ. 

Best Real Estate Investing Advice Ever
JF2676: The Key to Maximizing Profits with Asset/Liability Management | Actively Passive Investing Show with Travis Watts

Best Real Estate Investing Advice Ever

Play Episode Listen Later Dec 30, 2021 12:32


In Travis Watt's experience coaching and mentoring others in passive investing, he finds that there is one fundamental piece of advice that many investors fail to follow. In this episode, Travis shares his personal philosophy combined with Robert Kiyosaki's method from Rich Dad Poor Dad for approaching asset and liability management. Want more? We think you'll like this episode: JF2468: Following the Cash in Asset Management with Dave Sherbal Check out past episodes of the Actively Passive Investing Show here: bit.ly/ActivelyPassiveInvestingShow. Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss

Forward Guidance
The Hidden Risks of Passive Investing } Steven Bregman

Forward Guidance

Play Episode Listen Later Dec 28, 2021 111:50


The rise of indexation has given many investors a cheap and straightforward way to access the stock market. But now that over half of all investing dollars are allocated to passive strategies, is the dominance of passive investing creating market distortions in ways that meaningfully alter share prices? Steven Bregman, president and co-founder of Horizon Kinetics, has been tracking the consequences of passive indexation's rapid rise, and on this sixteenth episode of Forward Guidance, he shares with viewers his findings. Bregman explains key factors such as the crowding-out effect and hidden illiquidity that can explain the drastic outperformance of equity giants such as Apple, Microsoft, and other mega-cap stocks ($NVDA, $TSLA, $FB, etc.) that now comprise nearly half of the S&P 500.Bregman argues that the S&P 500 in 2021 is no longer a “diversified” basket of stocks as it was 30 years ago, because so many out-of-favor stocks such as oil drillers, gold miners, and other businesses that benefit from bouts of inflation (such as the one right now) have been “crowded-out” of the index. At the end of this nearly two-hour masterclass in passive investing, Bregman reveals a formula that he argues is guaranteed to beat the S&P 500: “select for the smart penny. ”Horizon Kinetics' website: https://horizonkinetics.com/ Jack's prior interview with James Davolos, Portfolio Manager of the Horizon Kinetics Inflation Beneficiaries ETF ($INFL): https://www.youtube.com/watch?v=3bVpJ58FhFc About $INFL: https://horizonkinetics.com/products/etf/infl/ Horizon Kinetics' Twitter handle: @HorizonKinetics Jack Farley's Twitter handle: @JackFarley96

The Remote Real Estate Investor
Financial freedom from single-family rentals to multi-family to passive investing

The Remote Real Estate Investor

Play Episode Listen Later Dec 23, 2021 31:21


Whitney Elkins-Hutten ended up investing in real estate by accident back in 2002. Starting off in single-family rentals, she quickly realized that she wanted to grow faster, bringing her to the multi-family space. From there she realized she wanted more time to spend with her family. This brought her to passive investing.  In this episode, Whitney shares her wealth of knowledge in these three sectors through the story of her investing journey. Download her free ebook here: https://ashwealth.com/, and learn more about passive investing with her here: https://www.passiveinvesting.com/whitney/     --- Transcript Before we jump into the episode, here's a quick disclaimer about our content. The Remote Real Estate Investor podcast is for informational purposes only, and is not intended as investment advice. The views, opinions and strategies of both the hosts and the guests are their own and should not be considered as guidance from Roofstock. Make sure to always run your own numbers, make your own independent decisions and seek investment advice from licensed professionals.   Michael: What's going on everybody? Welcome to another episode of The Remote Real Estate Investor. I'm Michael Albaum. And today with me, I have Whitney Elkins-Hutton and she is the creator of Ash Wealth, and a just powerhouse of an investor with a really cool story and getting into some really cool investments. So she's gonna be talking to us today about her story, what she's doing, and how you might be able to get involved too. So let's get into it.   Whitney, thank you so much for taking the time and joining me here on the podcast. And I really appreciate you hanging out.   Whitney: Yeah, thank you so much for having me. This is gonna be awesome.   Michael: Oh yea, It going to be  a lot of fun. So you and I were just chatting before the recording a little bit about your background, where you are, who you are and what it is that you're doing with real estate. But can you give our listeners a little bit of key into that?   Whitney: Sure. Yeah. I'm a Leo. Oh, no, just kidding.   Michael: Super important!   Whitney: Super important to my passive in my investing journey, no, but I honestly I started off real estate investing in 2002 completely by accident, I purchased a house with a significant other and did a lot of things wrong. And a lot of things ended up working right for me. But the relationship fell apart about a month later. And I had a house. And I'm like, oh, like I would hadn't planned for that. And like we go,   Michael: Here we go.   Whitney: What do we do? So I I am you know, I was young. And I still you know, living with roommates was totally fine. So I stuffed it fully roommates, people who didn't mind living in construction zone. Because this house needed everything done to it. I mean, it had psychedelic flowers painted on the walls like 1960s style. So was fun and super fun to get rid of. Anyways, you know, I and I had I chose to do everything myself. And this is before YouTube. And so I went and bought the Home Depot 123 book and you know, rehab the property myself. Sold it about 11 Yeah, well, I mean, I, you know, when you screw up your plumbing, you go hire a plumber. I did that.   Michael: Yeah.   Whitney: I'm like, why can I get the hot and cold to come on? Right? Oh, cuz I haven't switched works. And so long story short, I sold it 11 minutes later, which was probably one of my bigger investing mistakes that I made. And it was at that point in time, I realized I had made more income in 11 months, through the capital gain on the sell of that house than I had made in my day job. And I hadn't been paying for my mortgage the whole entire time, my roommates had been paying for it. And I'm like, Oh my gosh, how many more of these deals can I do? And so that really launched my journey into investing.   But I you know, it, I had to grow from there, it took me years to realize that, you know, live in flipping and house hacking is just one strategy. And, you know, if I wanted to have passive income, and really unlock those golden handcuffs, I needed to figure out how to generate passive income. So it took, you know, my husband joined me in my antics, and it, you know, it took several years for us to kind of like slap ourselves in the head and go, Wow, we need to rent out property not sell it. And yeah, and then we dove in headfirst in that I scaled a portfolio of 30 properties that way, you know, leverage, Roofstock for uh, you know, reposition those properties. And then then I wanted to spend more time with my daughter at home and realized we had enough cash flow coming in to do that. In that's when I was just like, I don't know if I can do like 80 properties in order to get my husband at his job because all sudden, he wanted to join me.   I'm like, well, we gotta go multifamily. And so you know, I have, you know, began focusing on passive investing through multifamily and self storage, real estate investments. But I still love the single family asset because you can have it in your control and do so many different things with it.   Michael: Oh, my God, I love your story. It seems like I mean, it echoes I think so many investors seemingly organic progression of start somewhere and then you figure it out and then you start owning some rental properties and then you go multifamily and then you end up in passive. So talk to us a little bit about what that progression was going from single family to multifamily.   Whitney: Yeah, so really, it was a skill ability issue that we're having. So I, you know, I didn't know anything really different. Um, we had talked about kind of dabbling in multifamily. But really, you know, we had an inflection point When my husband when I wanted to stay home with our daughter, my husband was like,   Well, I want that too. And I'm like,   Michael: I would also like to not work, please.   Whitney: I'm like, Oh, hold on, I was like, we have 30 properties. And, you know, I was burning the candle at both ends, and five times in the middle just to make that happen. And I was using property management. And so I was like, wow, we've got to get to 80 properties for us to realistically both step away, and I'm like, Okay, we've got to get more properties with each transaction, we have to figure out a way to make this a lot smoother. And then, you know, when I started diving into the multifamily model, especially like, you know, you get up into, you know, 10 units, you know, 20-50 and larger, you know, the way they're evaluated is so much different than single family properties, you know, single family properties are evaluated based on comparable sales, you know, what did the guy sell his property for in the last six months? That's right next to you.   But with the multifamily asset, you're now a commercial business. And I just saw the huge power in that, because I'm like, wow, I can actually get rewarded for the work that I do, like, truly rewarded. If I take 50 units and rehab them and move them to market rent. Awesome, I get rewarded, if I, you know, make some small changes on the profit and loss statement to reduce the expenses, I get rewarded. And if I add additional streams of income, I get rewarded. And, you know, we call that value add strategy. And you know, in the multifamily world, really like you can't add additional streams of income very well to single family properties, or at all right, honestly, right. I tried trust me. Didn't go over so well. I tried to rent out a storage shed in the back of a property one time and they were like, the tenant was like, Nope, no, thanks. I don't want to use it. I'm like, Okay, fine. And then like, when they moved out, I realized they had stored everything. They broke in.   Michael: Sneaky tenants. Oh, man. So you realize that there's this there's this way that you can truly add value and get rewarded for it, not just today in terms of your cash flow, but down the road? And in terms of the value going the multifamily route? Yeah.   Whitney: Well, yeah, you get to control those levers a lot more readily than you do. And, you know, single family and small one to four real estate. Um, you know, you can add value. Absolutely. You go in and do a cosmetic rehab, which I you know, the large portion of my single family properties that I still have, I would do a cosmetic rehab, and I get rewarded with larger rents, I get rewarded with equity bumps on the properties. However, I can't control the market around that very well, you know, and I can't do that at scale. That's another big reason. Why, to consider switching asset classes.   Whitney: Love it. That's I mean, that's really why I made the jump to is I realized, Oh, my God, there are all these levers, I can pull. And I work out the math all the time with students I have in the academy, and I think it's like $100,000 at a five cap, or like a five unit, if you make a $15 incremental shift across every unit, and like the utility bill back, it adds like $18,000 in value at that same five cap. But it's like, it's mind blowing, how magnified these these changes can can become?   Whitney: Oh, absolutely, yeah, I'm working with one of my coaching clients right now, you know, he's working through an 11 unit property. And, you know, he was like, I don't know if I want to do rubs. And I'm like, why wouldn't you do that? You know, I was just like, you just do like five bucks here to you know, 10 bucks here. 15 bucks there. 30 bucks there. You know, by the, by the time we took a look at everything on the profit and loss statement, income, additional streams of income and everything. And I'm like, you know, you could push the value on this 11 unit property by 250 to $300,000 in six months. And have   Michael: That probably got their attention?   Whitney: Yeah, have zero of your refinance, zero your own money in it? Or like, you know, he was worried how do I go larger? Like or sell this property and go 1031 and go bigger? Why not?   Michael: Yeah, yeah. Oh, I love it. We get talked multifamily. All day long. I just get so so jazzed about it. But Woody, I'm curious to learn what you went into, or how you got involved with passive investing.   Whitney: Yeah, so at this inflection point, where my husband was like, hey, you know, I want to stay home as well or not stay home, he wants to go mountain biking a lot. And so   Michael: The truth comes out.   Whitney: I mean, it's all about lifestyle. Right. And I think that's something you know, you know, I really try to help people understand what are your investing goals? It's real estate is a tool, but you have to figure out a tool to what, and for us, you know, you know, great building passive income, but what does that actually get us it gets us our time back to do the things that we're most passionate about. And so when he, you know, we're we're, you know, at this inflection point, trying to figure out like, Okay, we're gonna go multifamily We had to blow apart every single system that we had in place, we needed new reality, we needed new lending, you know, you know, we needed to do property manager.   And I had two passive investments in my self directed IRA already. I was like, kind of like a mutual fund, you know, I'll worry about them later. I mean, I really, honestly, I hadn't really educated myself very fully on them. I, you know, somebody else had suggested that, that there would be good investments. I don't suggest doing this guys. In that way, don't do it. Do your due diligence. I'm super passionate.   Um, but when I started under kind of like reverse engineering, what these operators were doing with those investments and like, wow, like, Yeah, can I beat the returns, if I do this all myself? Sure. But my return on my time, I just, it just, I can't get back into you know, you have a small child at home, and I was still working full time. At that point in time, I was like, this is this is amazing. Like, where's my highest and best use of my time right now is with my family in earning an income and trying to figure out how to grow these other parts of my business.   And so that's really what launched us into passive investing. And, you know, we slowly, you know, had to add, like, you know, capital that we're getting from our day jobs and stuff like that, and invested in passive investing. But then we saw this opportunity to leverage those 30 single family homes, and kind of use them as like little mini ATMs in order to harvest out the income and equity out of those properties in order to continue to invest in scale passively.   Michael: Oh, my God, I love it. So what kinds of investments passive investments were you making? I know, you mentioned multifamily and self storage, is that really where you went, you jumped in both feet?   Whitney: Multifamily in news probably makes up the largest part of my portfolio, self study, self storage, the second largest, I do have other investments in residential assisted living and land and stuff like that. But I, you know, I come from public health, and I'm like, you know, you get down to Maslow's hierarchy of needs. For me, it was a no brainer, you know, you get down to first principles, right? Somebody is always going to need a roof over the head. Are they gonna need a self storage unit? I mean, technically, no, maybe the United States yes. But really you don't need it, but you will need that roof over your head. So that's where you really dug dug in.   That's why I love like, even single families still, like people are always going to need a place to live and a roof over their head. And we have such a housing shortage right now. So I mean, this is   Michael: Massively.   Whitney: I hear so many investors asked me, you know, all the time, like, Oh, do you think you know, things are topped out or you think the real estate's about to crash, you know, the hearkening back to 2008, but very different story. We're so under built by a wet, it's like 5 million homes, almost five and a half million homes like, no. Like, you know, even I don't even I think it's still gonna take like, you know, seven to 10 years, even with the pace of current building to catch up with the supply. I mean, this is a golden opportunity to to still get into the real estate space.   Michael: Yeah, I think so too. I think so, too. So I'm curious to know how, in your opinion, do you go about evaluating a passive investment opportunity?   Whitney: Well, it that's interesting, because I love working with investors on this, because you know, especially if you come from the single family or small, like one to four world, and you're so focused on the asset, and why, like, what makes a good deal? What is the cashflow? What is the return is going to be and when you translate that into passive investing, that can really land you in tons of hot water, because the model is different. It's not about the deal, right? We all are chasing returns, we all we all want great returns. But with passive investing, it's not about the return, it's about who's running the business, you're not investing in a deal. You're investing in an operating business.   So who is that operator? Who is that sponsor? And, you know, even before that, you need to understand what your goals are, you know, do you need cash flow? Do you need appreciation? Or do you need some balance blend of both, which is really where I help. I'm all about, like, let's try to hit you can get both you can get a cash flow, and you can get appreciation.   Once you kind of check that box, what's your risk tolerance? You know, are you wanting, you know, kind of a core asset that has no business plan risk to it, or you wanting you know, ground up development. There's a whole continuum in between there to have risk tolerance, and to check. And once you have that, check, now it's time to go find the operator that meets that strategy that you want to be in that risk tolerance set. You're you're willing to your band of risk tolerance you're willing to be in and then start learning how to vet that operator.   Michael: Okay, and what does what does that look like if someone's new ever done a passive investment? What does vetting an operator mean to them? Or what does it mean to you?   Whitney: Yeah. So So what is the operator doing there? You know, think of them, like if you're the CEO of your passive business, right? passive investment business, then the operator is your COO. Right? So you are you are essentially hiring out operations on a multifamily asset. So what do you look for in that COO? You want to know? Do they have a track record? Like, have they been doing this? Right? What is their investment strategy? does it align with what you need? Right? Like, you're not going to go talk to the operator, who's doing ground up development, if you if your view just can't tell it that type of risk? Right? Do you have an alignment in the business strategy in the investing thesis?   Then you're getting down to like, who's on their team? Right, I, you know, operators that are only working part time still maybe still working their day jobs? You know, that's fantastic. I mean, ever there are new operators coming into the market all the time for me, I want to invest with operators are doing this full time. They're taking care of my money, not as if it was theirs, is that that is if it's mine, right there. They're what have their eyes on it all the time. You know, again, you know, what is their background? And the investment strategy? You know, maybe they're pivoting from another industry, and they're bringing the skills in from another industry, that's totally fine, too. But, you know, somebody there needs to be have a background. First learn.   Yeah, and then, um, you know, just, you know, their track record, like what are you know, have they been able to perform with the assets? You know, how many have they gone through refinance? How many they've gone through sale? And then there's kind of the gut check. Right? Do you just know, love and trust them? At the end of the day? Yeah. Right. Your gut, I mean, call me female, I don't know. But like, I listen to my gut, right? Like, I'm, you know, I want to, I want to know that this is somebody who's gonna be my true partner, and and who is not put off if I like, reach out to them with, with, with maybe like, a seemingly silly question.   Now, it's on me to do my due diligence, and to, you know, educate, you know, educate myself, and, you know, everything. I don't expect the operator to educate me on everything. But you know, if I have a silly question, like about a tax question, you know, it should be Hey, great to hear from you. Like, you know, let's get your question answered. You know, you know, if you don't hear from them, like, their communication is, you know, lackluster or takes a really long time. That's challenging, you know, I would kind of put that, you know, in the not so cool category.   Michael: Yeah, absolutely. And that's, I mean, that's so you bring up a really great point. And a question that I wanted to follow up with is, most of these operators are providing an OM an offering memorandum to show showcase what the investment is, what their track record is, what the highlights of that particular investment are. And I think for so many newer investors, they're maybe overwhelmed with just that information itself, or definitely feeling overwhelmed with asking reaching out asking questions, but you're saying no, it should, we should kind of turn that on its head and say, okay, as the investor, we're the bosses, we should feel very comfortable to reach out to the person, the COO that we're hiring, and ask them some of our questions.   Whitney: Yeah, absolutely. I mean, I mean, it's not like, you know, they're your, your partners, new ones, a general partner, that's going to be running operations, you're the limited partner, right? And so your role is fairly limited. I mean, you're not going to be able to direct them and say, hey, now put this tenant in this property or do this on the property. But you definitely ask question, do you want to be in it? You know, think about this, like when you invest? You know, you're in that deal for 3-5-7 years, maybe even 10? Right? This should be something that you you've you see yourself getting along with, for that time period, and able to communicate with for that time period. So if you're just like, oh, wow, I got it on that deal. So I can get like a, you know, 12 or 12% cash on cash return, I hope I never have to talk to him. That's problem. That's a big red flag.   Michael: Now, that's so good to know. That's so good to know. So I'm curious to get your thoughts. I think there's two schools of thought around passive investing. One is that it could be really great for somebody that's newer and just getting started so that they can see how a successful operation runs. And then the other school of thought, I think is is kind of more traditionally and how you ended up in passive investing towards the end of an investment career, not the end, but after you've had some experience and built up some cash flow, because I think one of the issues with it is that you can't use leverage. You can't go to a bank and say, hey, I want to go invest in this person's deal. Will you loan me 80% of the money to do so? What are your thoughts around where in investors lifecycle they should pepper in or utilize leverage? Maybe not leverage is a bad word because you can't use leverage   But participate.   Whitney: Yeah, but well, by the way, you are using leverage as you're using, you know, leverage you get, we can cover that I have like a whole, like, I love going through all the different six points of leverage, you get an immense amount of leverage in syndication. So let's actually touch on that   Michael: Perfect,   Whitney: I get to leverage general partners time, knowledge and expertise, there's so true credit and lending and other investors money. So I, for me, let's, you know, I'll kind of like draw, you know, draw the little picture here is that I wanted to get into multifamily real estate, I had to re engineer all these systems, I could do it myself, or I can invest in somebody else's passive deal. And they already know about multifamily real estate, they already know all about the market, they already have their team in place, the realtors, the brokers, the lenders, okay, everybody's already in place legal accountants, I get to leverage all of that. And they have an investor base that they've already built up. So you know, if I want to access an $80 million asset, I don't have to go to the bank and get a loan for $20 million, I can actually put in $50,000, and access that asset, you know, you know, for far less than it would be to get to the bank, right?   Michael: Totally, totally.   Whitney: And I don't have to figure out, I don't have to bring the track record, in order to get the loan on that I don't have to, you know, pledge my assets to get that, um, my liability ends at the LLC level, right. So, you know, in an essence, my, I have way less risk on all 38 of my passive investments than I do on my small single family portfolio that I still hold. I'm far more exposed there, I'm way less exposed over here. And then the return, I have leveraged time, right? By the time I mean, I do have to put in time learning about passive investing and underwriting the operator, the market and the deal. But once I write the check, I mean, my responsibilities are generally done until the sell of the asset, and then even then, you know, I'm putting minimal time in just to re review account statements and such totally, and make my election if I want to do a 1031 exchange and go bigger, and they still get to access all of those different Wealth Generators, real estate, cash flow, you know, equity, you know, appreciation, equity, build all the different tax benefits, and I can, you know, and again, leverage can be on the use on the asset as well.   Now, we're in the lifecycle, should somebody consider this? And there's a couple of different questions, there's not really a clear cut, you know, suggestion on where I would say, somebody slides this into their investing thesis. But, you know, one, you know, if you only have $50,000, to your name, you know, I wouldn't you don't put the house on black, right, you don't pledge all your assets to one deal. Right. So, you know, you definitely want to, you know, skill up your ability to invest. That's why I really like, you know, for people that that are just starting out, and they want to build, you know, their asset and their investment base, their net worth, in a single family and small wonder for properties are an amazing way to do that. Okay, but once you have some assets behind you, now, you got to understand, like, what's your return on your time, that's where you might want to start pivoting into doing more syndication deals.   And, you know, kind of like what we did, and, you know, taking the cash flow, and whatever we were able to pull out from refinances and putting it into passive investing. Now, I still get cashflow off of this passive, passive investing deals, and I still get to take advantage of any refinances that occur on the property. So I get cash back to earn money in two places. And I just had five deals cycle out at the end of this year, and you know, I'm four of which are gonna go through a 1031 exchange, I still get to pull that massive lever in real estate.   Now, if somebody is like sitting on, you know, maybe a million dollars of investable cash right now, I would ask, the question is, do you how active Do you want to be in your investing portfolio? If they're like, I don't have the time to deal with this. I don't have the bandwidth to deal with the property manager. I think passive investing, you can skip buying single family homes go right to passively invest.   Michael: Totally, that makes so much sense. And that's so good that you pointed out, you know, you really do get leverage for all those points you mentioned, maybe less so in the sense of traditional leverage of I can't go borrow, I need to have the cash to invest in the deal. That 50,000 Whatever the minimum is, right?   Whitney: Yeah, the barrier to entry is a little bit higher. And that's by design. And you know, I have investors ask me this all the time. You know, why? Why 50,000 Like, can I just do 10 I'm like, well, if I'm raising $20 million, and I have all my investors put in $10,000 That's a lot of people to work.   Michael: Yeah, herding cats.   Whitney: Yeah, I on a good day, you know, even a $50,000 investment, that's still a lot of investors to work with, you're talking hundreds of investors to work with. And so that's why you see some of these operators eventually scale, they might start off, you know, you know, with a two or three or $4 million raise, and it might be $20,000, or $25,000. And then eventually, you see them scale up into, you know, larger minimum investments. I mean, Grant Cardon, I think I like talked to his group last year, and it was like, I think one deal was like seven or $50,000. And like, Oh, that's cool.   Michael: Put that on ice for a little bit later, maybe.   Whitney: I was like, they were like, we'll call you back in a week. And I'm like, awesome. Um, but, yeah, I mean, it's, it's, it also helps you, um, you know, we not weed out but, you know, understand if somebody's putting in their last dime. And that's a scary place, not only for the investor, BROSCO for the operator, you mean, the operator, really, you know, will there vetting the limited partner as well knew, you know, or what is their, you know, what are their investing goals? are we aligned? What is their ability to invest? Or, you know, maybe they even have, like, a rigid process of, like, you know, asking for accredited investor letters, where you're actually getting a third party to say, hey, I have net worth, or I have income to invest.   And that, you know, if you're working with, you know, smaller 506 B, B, as in boy, investor, you know, you know, we can take a sophisticated investor at that level, which, you know, there's really no visibility on the finances of that person. And so, you know, if you've set your minimum investment at, say, $50,000, the likelihood that somebody is taking all 50k in their savings account, investing, and investing is pretty minimal.   Michael: Okay, that makes total sense. Whitney, I want to shift gears here a little bit, and I'm very curious to get your thoughts on what it's like, and how you became so successful, being a female in the space, which seemingly is so dominated by males?   Whitney: That is, that is a very interesting question. I'm not sure that I've ever been asked that. Um, you know,   Michael: Yes first!   Whitney: I don't, firstly, you know, I think a couple of things that, you know, I, that stand out to me about it is, I really don't look at it as male versus female, you know, there, obviously, and I went to a conference, you know, probably three years ago now. And I was one of probably 15 women out of 600 people at the conference. I mean, it was the shortest bathroom line ever.   Michael: So good.   Whitney: And I, you know, but, um, that being aside, I met so many powerhouse women and that, that bathroom, like, literally, I have always been so supported by many of the males in the business as well. Now, that said, it's probably because I, that's what I seek out, right, you know, Seek and ye shall find I, you know, somebody is, you know, kind of, kind of a hardcore, you know, rough personality. That's mean, not me, I'm pretty laid back. I mean, you know, I'm not going to be attracted to that, and they're not going to be quite frankly, attracted to me, either. And so, I think, you know, it's what you look for is what you're you're going to find in the space as far as like, you know, how does, you know, being successful at it? I think it's just hard work and dedication. And, you know, if somebody tells me No, I don't mean really, I just say, Oh, that means not now. And then like a month later, I'm like, What about now? Yeah, they're like, no, oh, how about now?   Michael: So good.   Whitney: Persistence. So and those are really, you know, skills. You know, we have a nine year old and those are, you know, a daughter, and, you know, resilience and persistence are, you know, two things that we're really trying to instill in her and really not see quite a gender line there. needed that you can, you know, I think one of the things that we always tell her, you know, especially when she's feeling deprived of something, we're like, you know, you deserve the world. You just haven't earned it yet. And so it's, you figure out like, how you can earn your stripes.   Michael: Love it. That's so good. That's so good. One last gearshift here. Whitney, you created a business and website around real estate investing and you also wrote a book where can people find out about those and what should they expect to find once they get there?   Whitney: Yeah, I actually have a couple of different um, you know, places you know, for, you know, somebody who's just starting off, you know, more of a sophisticated investor and wants to build up those late single one to four units. You can find me an Ash Wealth. You can download my ebook there. Learning How to Build a Six Figure Business Without Losing Your Mind and Your Sanity.   Michael: So awesome very important things   Whitney: Yeah, it's very important but you know um you know we talked a lot about passive investing in you can also visit passiveinvestingwithwhitney.com. And there you can, you know, download just, you know, a quick little checklist that will help you get into, you know, check all those boxes to help you get into either your first or your next investment and make sure you got all your bases covered in. We can also hop on the phone there too.   Michael: Amazing. Amazing. Well, this was so much fun. Whitney, thank you so much for hanging out with me. I really appreciate you coming on.   Whitney: Yeah, absolutely. Thank you so much.   Michael: Thanks and enjoy your trip and you're headed down somewhere fun and doing some mountain biking.   Whitney: Oh, yeah. Yeah, some red rocks.   Michael: Awesome. Thanks again Whitney talk to you soon.   Whitney: Bye.   Michael: Okay, everyone, that was our episode a big big, big thank you to Whitney definitely want to have her back on do a deep dive into passive investments and talk about some other fun things going forward. So keep your eyes and ears peeled for that. As always, we look forward to seeing you on the next one. And Happy investing    

Best Real Estate Investing Advice Ever
JF2669: Why You Should Chase Opportunity, Not Passion | Actively Passive Investing Show with Travis Watts

Best Real Estate Investing Advice Ever

Play Episode Listen Later Dec 23, 2021 17:11


We typically hear that if we follow our passions, that will naturally lead us to success. However, in today's episode, Travis questions the validity of this advice. What if you turn out to be bad at your passion? Or, what if you lose steam for your passion–what are you left with then? Take a walk with Travis as he discusses the idea of chasing your passion vs. chasing an opportunity. Want more? We think you'll like this episode: JF2407: Find Your Real Estate Passion with Kristen Ray Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss

The Real Estate Syndication Show
WS1157: How I Got into Passive Investing with Trevor Thompson

The Real Estate Syndication Show

Play Episode Listen Later Dec 21, 2021 27:31


Trevor Thompson is a passive investor and limited partner in over 14 syndicated deals. He has a unique background developing different types of businesses with over 45 years of exceptional experiences. Trevor didn't think too much about real estate investing until he had a couple of events that changed his direction from having a corporate career to jumping in the real estate game.After he decided to give it a try, Trevor joined a local group in Texas and got attracted to commercial real estate. He is obsessed with learning as much as he can about real estate investing and started looking and connecting with different people. He surely has a lot of experiences and lessons to share that will be of great value to passive investors and operators. Listen now!

How Did They Do It? Real Estate
SA329 | Best Tips to Overcome Setbacks and Failures in Real Estate Passive Investing with Daniel Wood

How Did They Do It? Real Estate

Play Episode Listen Later Dec 20, 2021 38:23


Despite your best efforts and how much you tried, experiencing failure could be out of your control. Today, be inspired by Daniel Wood as he shares his amazing real estate investing journey and how he overcame all challenges he faced before reaching success.Key Takeaways To Listen ForRisks of investing in foreign real estate marketsBenefits of mentorship and joining real estate networking/eventsReasons why people invest in real estateWhy it's important to take advantage and recognize opportunities?Must-have traits for real estate investors to stay positiveWhat does “overnight success” really mean?Resources Mentioned In This EpisodeRich Dad Poor by Dad by Robert T. KiyosakiTony RobbinsRich Woman by Kim KiyosakiAbout Daniel WoodDaniel Wood has invested in property for almost 10 years, during which time he has done deals in the UK, the US, and Spain. He has raised over 10 million GBP of finance and is a specialist in running international property deals. Today he lives on Gotland with his wife Gisela and their 3 kids and runs their entire investment company remotely. Connect with DanielWebsite: Momentum Property EducationYouTube: Momentum Property EducationTo Connect With UsPlease visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!SponsorThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams

Best Real Estate Investing Advice Ever
JF2661: 4 Simple Ways to Vet a Syndication Operator | Actively Passive Investing Show with Travis Watts

Best Real Estate Investing Advice Ever

Play Episode Listen Later Dec 15, 2021 20:07


What makes a syndication operator or general partnership reputable? How do you make sure you're working with a competent team that will lead you to success? And how do you establish your own credibility and authority? Today, Travis Watts presents four painless ways to vet future groups and how you can use these methods to boost your own credibility. Want more? We think you'll like this episode: JF2424: What Can Go Wrong Investing in Syndications? | Actively Passive Show with Theo Hicks & Travis Watts Check out past episodes of the Actively Passive Investing Show here: bit.ly/ActivelyPassiveInvestingShow. Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss

The Real Estate Syndication Show
WS1148: Ways To Thrive In Multifamily Syndication | #Highlights

The Real Estate Syndication Show

Play Episode Listen Later Dec 12, 2021 18:02


If you want to take advantage of high-value real estate with high returns, then diving into multifamily syndication is something you should consider doing now. In this Highlights episode, we feature once again our conversations with Danny Randazzo of Randazzo Capital and Dan Hanford of PassiveInvesting.com.Danny discusses how a solid educational foundation and goal-setting helped him find success in real estate syndication. Meanwhile, Dan talks about the three criteria for you to consider when you're looking at investing passively in syndication. Listen now and find ways how you can thrive in the business!

Best Real Estate Investing Advice Ever
JF2655: The Lost Decade and How to Avoid 0% Returns on Your Investments | Actively Passive Investing Show with Travis Watts

Best Real Estate Investing Advice Ever

Play Episode Listen Later Dec 9, 2021 21:05


Were you taught that smart investing must always follow the “buy low, sell high” structure? In today's episode, Travis Watts shares why this mentality may not be the best choice when it comes to investing due to situations like the Lost Decade. The Lost Decade was a span of time between 2000 and 2009 where the market fluctuated so much over the years, and ended with a recession, that most people had 0% returns on their investments after ten years. This episode will discuss why this occurred and how you can potentially prevent that outcome from happening to you. Want more? We think you'll like this episode: JF2305: How To Prepare For Economic Recession | Actively Passive Investing Show With Theo Hicks & Travis Watts If you like what we're doing, be sure to leave us a five-star review on your favorite podcast streaming platform! Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss

Real Wealth Show: Real Estate Investing Podcast
The Property Management Mistakes You Don't Want to Make!

Real Wealth Show: Real Estate Investing Podcast

Play Episode Listen Later Dec 8, 2021 23:59


If you're interested in becoming a landlord and would like to avoid some of the mistakes that other investors have made, you'll learn a lot from this interview. Our guest became an accidental landlord and found out the hard way that active management of rentals can be a lot of work. He quickly learned that having good property managers that send you checks every month is the way to go. In this episode, Jim Pfeifer tells some interesting stories about the mistakes he's made so you don't have to repeat them.Jim is a former financial advisor and stock market investor who has turned his attention to real assets. It wasn't his choice to become a landlord at first, but after he saw the potential for passive wealth, he was hooked. He's been involved with single-family and multi-family rental units as a landlord, but is currently focused on syndications. He has more than 45 passive syndications under his belt including apartments, mobile homes, self-storage, private lending and notes, ATM's, commercial and industrial triple net leases, assisted living facilities and international coffee farms and cacao producers. As the founder of Left Field Investors, he also helps other people get started in passive real estate syndications. And, he's the host of the podcast: Passive Investing from Left Field.You can learn more about the ins and outs of passive real estate investing with good property management at our website, RealWealthShow.com. Sign up for free, and get access to the Investor Portal where you can see sample properties and connect with our network of resources. That includes experienced investment counselors, property teams, lenders, 1031 exchange facilitators, attorneys, CPAs and more.And please remember to subscribe to our podcast and leave a review! Thank you!

Achieve Wealth Through Value Add Real Estate Investing Podcast
Ep #106 From IT Professional To Closing On 400+ Units With Sathesh Singaram

Achieve Wealth Through Value Add Real Estate Investing Podcast

Play Episode Listen Later Dec 8, 2021 21:05


Welcome to Achieve Wealth Through Value Add Real Estate Investing Podcast with James Kandasamy.   Today we have Quality Assurance Management professional with 17+ years Sathesh Singaram as a guest on our weekly show    Currently, Sathesh Singaram is active as a Multifamily real estate investor besides his day job and invested & continues to invest in NC/SC, GA, TX markets. He is currently invested in 1000+ doors as LP in various Multifamily Projects in the USA. He is a member of nationally acclaimed Multi-Family mentor James Kandasamy's program. Never forget to like and subscribe and press the bell icon for more useful videos.   ----------------------------------------------------------------------------------------------------------------- Get your copy of James #1 International Best Selling book – Passive Investing in Commercial Real Estate – https://amzn.to/2Ng35KE   -----------------------------------------------------------------------------------------------------------------   ☑️ Check out James Kandasamy at  

How Did They Do It? Real Estate
SA320 | Stabilizing Higher Income Through Passive Investing in Multifamily with Denise Piazza

How Did They Do It? Real Estate

Play Episode Listen Later Dec 7, 2021 28:48


In today's episode, let's learn from Denise Piazza as she shares her story of transitioning from being limited to a general partner and the principles that accelerated her success as an active investor. Continue listening to get more creative ideas for meeting new investors!Key Takeaways To Listen ForInvestment strategies to shift from one asset class to anotherUnderstanding rent growth projections and cap rate assumptionsMethods to structure tax benefits for your investorLimited partnership vs. general partnershipWays to overcome challenges of operating a syndicationIdentifying the gap to improve your real estate skillsetsResources Mentioned In This EpisodeFree Apartment Syndication Due Diligence Checklist for Passive InvestorAbout Denise Piazza Denise Piazza is the founding partner of Main Line Capital Advisors.  She began working within the real estate industry in 2004 through several tax and accounting engagements with real estate clients while employed at a CPA firm. She continued to build a network of real estate investors and learned from their best practices in investing. Denise has 20 years of accounting, finance, and risk management experience and has managed teams of 30+ employees.  Denise is a CPA and has held several finance and accounting roles with top Fortune 100 companies on teams managing over $1B in acquisitions, joint ventures, and disposition of assets.  Denise has also served on the Women's Leadership and Risk Management committees of Fortune 100 companies.   Her experience in finance and accounting has made her highly skilled in analyzing data and developing financial models.  Denise has been investing in real estate for close to ten years in a variety of asset classes as both an active and passive investor. She has been involved with over $100MM in real estate transactions. Her experience with multiple asset classes has led to her passion for investing in multifamily assets and educating professionals on the benefits of diversifying their portfolios with assets that provide strong, predictable returns. She is now a limited partner in close to 1,200 units of multifamily assets. Within a short time of becoming an active multifamily investor, she is a general partner in 400+ units and has raised millions of dollars of private capital. Denise and her partner also run a monthly real estate investing meetup group in Wayne, PA.Connect with DeniseWebsite: Main Line Capital AdvisorsTo Connect With UsPlease visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!SponsorThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams

Real Estate Investor MBA
Episode 48: Ep 48: Active vs Passive Investing in Real Estate: Which Option is Right for You? - With Travis Watts

Real Estate Investor MBA

Play Episode Listen Later Dec 7, 2021 30:37


In episode #48, we had the opportunity to sit down with Travis Watts who is the Director of Investor Relations with Ashcroft Capital. Travis is also a full-time passive investor who made the decision to transition from active investing to passive investing in real estate deals. You got to give a listen to his story on why he made this transition and how he manages his portfolio. Remember, this is your MBA. Have a notepad handy and get ready to take some notes! Below are few topics that we covered during the interview: ✅ Active vs Passive investing: Trade-offs and upsides to both ✅ Why Travis decided to make the transition from active to passive investing ✅ What type of due diligence do you need to perform as a passive investor when investing in real estate deals. ✅ Common mistakes new passive investors make. ✅ And More.... Travis's Bio: Travis Watts is a full-time passive investor. He has been investing in real estate since 2009 in multi-family, single-family and vacation rentals. He is also the Director of Investor Relations at Ashcroft Capital. He dedicates his time to educating others who are looking to be more “hands off” in real estate. You can reach out to connect and speak with Travis by: ✅ https://ashcroftcapital.com/travis/ ✅ https://www.calendly.com/traviswatts Please subscribe to the Real Estate Investor MBA Podcast on the following platforms: iTunes Spotify Stitcher iHeart Radio TuneIN Google Podcast If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment. In doing so, this helps us continue to attract the highest quality type guests to interview and for you to listen to. Check out our website at www.realestateinvestormba.com Follow us on Social Media: ✔️ Facebook✔️ LinkedIn

Crazy Sh*t In Real Estate with Leigh Brown
312 - A 100% Passive Way to Invest in Real Estate with Stephanie Walter

Crazy Sh*t In Real Estate with Leigh Brown

Play Episode Listen Later Dec 7, 2021 27:51


Are you a landlord feeling overwhelmed by the management of your investment properties? Check out this episode with Stephanie Walter to find out the benefits of investing in syndications and an emotional story that will teach you the importance of not letting emotions cloud your judgment. Key takeaways to listen for What is syndication?  The kind of operators you want to invest with Best markets to invest in during difficult times Deals you should walk away from The cool part of being a passive investor Resources mentioned in this episode Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not   About Stephanie Walter Stephanie Walter started her insurance agency in 2005. Along with building her agency, she began following her passion for real estate and investing in commercial real estate to generate passive income. This led her to founding Erbe Wealth and authoring The Insurance Professional's Guide to Real Passive Income which outlines five steps any insurance professional can take to reach financial freedom through passive investing.  Through Erbe Wealth, she helps people create true wealth so that they can live the life they want. She also educates her eligible investors about how to invest in her cash flow real estate investments. This monthly cash flow allows a specific plan for financial freedom or retirement.  Connect with Stephanie Website: www.erbewealth.com LinkedIn: Erbe Wealth; Stephanie Walter   Connect with Leigh Please subscribe to this podcast in iTunes or in the Podcasts App on your phone, and never miss a beat from Leigh by visiting https://leighbrown.com. DM Leigh Brown on Instagram or on Twitter or any social networks by clicking here. Subscribe to Leigh's other podcast Real Estate From The Rooftops! Sponsor Start your free, all-access trial today. There's no credit card required. For a limited time, Follow Up Boss is doubling the free trial for CSIRE listeners—that's a full 30 days to see how Follow Up Boss helps you close more deals. LINK: Followupboss.com/crazy

Multifamily Investor Nation
62-Unit Buffalo Ridge In Johnson City, TN With Greg Scully, Multifamily Investor

Multifamily Investor Nation

Play Episode Listen Later Dec 6, 2021 28:54


Dan Handford of PassiveInvesting.com interviews Greg Scully of Real Wealth Solutions. Not every deal will be smooth-sailing, but the lessons learned along the way will be priceless. Today's guest shares how a 62-unit Buffalo Ridge asset they bought in 2018 was finally sold in March of 2021. Greg Scully of Real Wealth Solutions is a full-time real estate investor doing multifamily syndications and flipping houses in the Tri-Cities in the Knoxville area. He chats with Dan Handford to break down each mishap that went wrong on this deal. Greg shares that as much as the unfortunate events piled on, so did the learnings and valuable experiences they could take. Tune in to find out exactly what challenges they faced, how they persevered, and how much they made.

The Andrew Hines Real Estate Investing Podcast
Passive Investing in Real Estate Investment Trusts with Carmen Campagnaro & Laun Ha

The Andrew Hines Real Estate Investing Podcast

Play Episode Listen Later Dec 5, 2021 62:52


In E149, Carmen Campagnaro and Laun Ha discuss District REIT, a private real estate investment trust. REITs are a way that investors can potentially invest registered funds into real estate when they otherwise could no. Carmen and Laun demystify the process in this topic-specific episode. If you've got registered funds you'd like to get working without withdrawing them, this may be an avenue to consider. Listen on Apple Podcast, Spotify, Google, Stitcher and more @ https://linktr.ee/theandrewhines More information on District REIT https://districtreit.ca/hinespodcast Connect with Andrew Hines oninstagram: https://www.instagram.com/theandrewhines facebook: https://www.facebook.com/theandrewhines District Property Trust, also known as District REIT™, is a private Real Estate Investment Trust that owns and operates a portfolio of diversified income-producing real estate, with a focus primarily on emerging secondary and tertiary markets within Southern Ontario. Fundscraper Capital Inc. is an exempt market dealer, registered in Ontario and other provinces across Canada, with a focus on private real estate investing. The views expressed by District REIT and by Fundscraper Capital are their own, and not the personal views of Andrew Hines. While District REIT is open for investment, this podcast is not an offer to sell any securities of District REIT. Interested potential investors should contact Dristrict REIT (https://districtreit.ca or 1-833-308-7348 or info@districtreit.ca ) or Fundscraper Capital directly for information, including investor qualification requirements. Andrew Hines may receive a referral fee paid by District REIT for investments which are generated from this podcast, the details of which would be disclosed to investors at the time of their investment. Andrew Hines Audio · E149 Passive Investing in Real Estate Investment Trusts with Carmen Campagnaro & Laun Ha Music Info, Artist: JPB, Song: High, NCS Release: Feb 1 2015, No Copyright Copyright Free

Real Estate Deal Closers with Anette Talie's Podcast
3T 014 How to Raise Money for your Investment with Alina Trigub

Real Estate Deal Closers with Anette Talie's Podcast

Play Episode Listen Later Dec 3, 2021 11:00


Alina is the founder and the Managing Partner of SAMO Financial. It's a boutique private equity firm specializing in helping a select group of people passively invest in commercial real estate. Alina welcomes warm introductions of accredited investors that are looking (1) for help to preserve their wealth, (2) to find ways to save on taxes, and (3) to make an additional passive stream of income. Alina's business motto has been articulated well by Warren Buffett's indicating that, "Someone is sitting in the shade today because someone planted a tree a long time ago". Alina is the founder of two Meetup groups named, “The Power of Passive Investing through Real Estate”, which gather in NY and NJ.  In addition, Alina offers educational webinars in collaboration with various administrators of self-directed IRA companies.  Topics revolve around aspects of getting started investing in syndications by using funds in solo 401k or self-directed retirement plans. Alina has helped her clients to acquire and invest in: over 1200 apartment doors over 10MM Fund focused on self-storage over 10MM Fund focused on mobile home parks"    Subscribe to my Youtube Channel for more great content. Download my Free Deal Calculator Spreadsheet! Links from the show: SAMO Financial Talie Investments Facebook Page Talie Investments Instagram Join our Facebook Group Real Estate Deal Closers Talie Investments Resources Get our FREE Deal Calculator and CRE Glossary   Please leave us a 5-Star rating and a review in iTunes. Each review helps us reach more people.

Millennial Investing - The Investor’s Podcast Network
MI Rewind: Why Warren Buffett Might Be Wrong with Matthew Piepenburg

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Dec 3, 2021 77:15


IN THIS EPISODE, YOU'LL LEARN:6:53 - What is a Main Street investor and what are the risks and opportunities for this type of investor?10:05 - Why is the next recession going to be worse than previous ones?35:25 - Why might Buffett be wrong regarding macro environments and interest rates? 60:26 - How can you position yourself to mitigate risk?And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESGet more FREE content from Robert.Get a FREE audiobook from Audible.Read the 9 Key Steps to Effective Personal Financial Management.Check out our Investing Starter Packs about business and finance.Learn about our Investing Starter Packs on real estate.Matthew's book Rigged to Fail.To Buy or Not to Buy – That is (Always) the Question.What Lies Ahead – How to Navigate Extreme Markets.Rick Ferri's book The Power of Passive Investing.Guy Spier's book The Education of a Value Investor.Burton Malkiel's book A Random Walk Down Wall Street.Joel Greenblatt's book The Little Book That Still Beats the Market.All of Robert's favorite books.Support our free podcast by supporting our sponsors.Save with a credit union that helps you build financial confidence with Navy Federal Credit Union.Hear about surprising bank vulnerabilities, learn about crypto thieves, and investigate the old dangers in our new media environment with What the Hack with Adam Levin.Switch to Mint Mobile and get premium wireless service, starting at JUST $15 bucks a month, and get the plan shipped to your door for FREE.You can get a complete home security system starting at just over $100. There are no long-term contracts or commitments. It's a really easy way to start feeling a bit more peace of mind. Get 50% off your next order at SimpliSafe.com/Millennial.Impress your audience and yourself. Enjoy presentations for free with Canva.Read this episode's transcript and full show notes on our website.Connect with Matthew: Website | LinkedInConnect with Robert: Website | Twitter | InstagramSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Capital Hacking
E211: Passive Investing & Finding a Community That Fits You with Jim Pfeifer

Capital Hacking

Play Episode Listen Later Dec 2, 2021 35:50


Jim Pfeiffer is the owner of Left Field Investors, an online community of like-minded individuals interested in creating financial freedom through passive real estate investing. In this episode, Jim teaches the value of community, the best way to look for sponsors, and how to leverage LinkedIn and podcasting to grow your network. Jim stresses the importance of being authentic, putting yourself out there, focusing on helping people, and finding a community that fits you. Jim also explains the various types of investments you could get into, such as asset classes, mobile home parks, self-storage, and industrial triple net leases. Reference Links Left Field Investors Passive Investing Podcast

Best Real Estate Investing Advice Ever
JF2648: Why You Should Reevaluate What It Means to Be Rich | Actively Passive Investing Show with Travis Watts

Best Real Estate Investing Advice Ever

Play Episode Listen Later Dec 2, 2021 32:03


What does “rich” mean to you? When you picture a rich person, do you imagine yachts, tropical vacations, or a lavish collection of sports cars? In this episode, Travis Watts provides a different perspective on what being rich really means in terms of having to work vs. choosing to work, freedom of time, and freedom of location.  Check out past episodes of the Actively Passive Investing Show here: bit.ly/ActivelyPassiveInvestingShow. Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss

Mo' Money Podcast
306 The Real History of Index Funds & Passive Investing - Robin Wigglesworth, Author and Journalist for The Financial Times

Mo' Money Podcast

Play Episode Listen Later Dec 1, 2021 48:51


In today's episode, we're being treated to a history lesson on index funds from my guest who wrote the book all about it. Robin Wigglesworth's new book, , gives a broader history of index investing and how that has influenced the current markets.  Robin Wigglesworth is an author and the global finance correspondent at the since 2008. He focuses on the biggest trends reshaping markets, investing, and finance across the world by sharing long-form features, profiles, and columns. Robin's new book is a fascinating look at the financial history of index funds and why it was the invention that Wall Street initially never wanted.  In this episode, Robin shares how he fell into financial journalism and how his work allows him to be paid to learn. I was excited to talk to Robin because I thoroughly enjoyed his book, which is now going on my list as one of my favourite investing books, especially if you're a die-hard index investor like myself. For full episode show notes visit: https://jessicamoorhouse.com/306

Multifamily Investor Nation
350-Unit Bluewater At Bolton’s Landing In Charleston, SC With Eric Fitzgerald And Chris Neary, Apartment Syndication Experts

Multifamily Investor Nation

Play Episode Listen Later Nov 29, 2021 22:41


How do you close an $85.5 million deal through the apartment syndication model? Today's guests are Eric Fitzgerald, Director of Acquisitions, and Chris Neary, Acquisition Associate at PassiveInvesting.com. The two join Dan Handford to give details about the process behind their deal on a 350-Unit Bluewater at Bolton's Landing in Charleston, SC. They also share valuable tips they used and discovered along the way. Tune in to learn more about this massive deal and get practical insight on apartment syndication from experts!

Best Real Estate Investing Advice Ever
JF2641: Don't Make These 4 Mistakes as a New Passive Investor | Actively Passive Investing Show with Travis Watts

Best Real Estate Investing Advice Ever

Play Episode Listen Later Nov 25, 2021 21:50


“What mistakes did you make in your career that I should be on the lookout for as a new passive investor?”  Travis Watts answers this listener question by sharing four mistakes he made starting out as a passive investor that you can learn from: Location, location, location: You cannot overcome a bad area with good management. Understand that management is key. Make sure you understand the underwriting. Don't do a deal just for tax reasons or because you see a lucrative fee split structure. Want a more in-depth look at how to vet a team, a market, or a deal? Then check out our three part mini-series starting with episode JF2396: Passive Investing Strategies | Actively Passive Investing Show With Theo Hicks & Travis Watts. Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss

Weiss Advice
Nothing Flashy, Just Pure Hard Work with James Kandasamy

Weiss Advice

Play Episode Listen Later Nov 24, 2021 33:55


James Kandasamy has over 7 years of experience in real estate with more than 5 years in multifamily acquisitions and asset management.  He is an expert in finding value in multifamily opportunities and has identified, underwrote, and overseen the acquisition process of over $180M of quality multifamily investments (10+ Assets) and still growing.[00:01 - 08:20] Corporate to Real EstateLet's get to know James KandasamyCheck out ‎Achieve Wealth Through Value Add Real Estate InvestingGrab your copy of Passive Investing in Commercial Real EstateJames shares his story[08:21 - 28:01] Nothing Flashy, Just Pure Hard Work“It's a lot of hard work.”Powerful Facebook DealJames' Mentorship ProgramThree Deals on a Full CycleThere's always deals out thereThe true meaning of an entrepreneurAlpha Sponsor vs Normal SponsorJames' Most Creative DealTake Risks[28:02 - 33:56] THE FINAL FOURWhat's the worst job that you ever had?WaiterWhat's a book you've read that has given you a paradigm shift?The Magic of Thinking BigWhat is a skill or talent that you would like to learn?Flying a planeWhat does success mean to you?“How can I make a difference in other people's lives?”Putting actions behind your wordsConnect with James. Links available belowTweetable Quotes:“Use creative methods, methods, you have to change your mindset to make deals work.” - James Kandasamy“If you are not a risk-taker, it's good to be a passive investor” - James KandasamyConnect with James through james@achieveinvestmentgroup.com, Facebook, Instagram, and LinkedIn. Visit their website https://achieveinvestmentgroup.com/.LEAVE A 5-STAR REVIEW by clicking this link. WHERE CAN I LEARN MORE?Be sure to follow me on the below platforms:Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.LinkedInYoutubeExclusive Facebook Groupwww.yonahweiss.comNone of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.Support the show (https://www.buymeacoffee.com/weissadvice)

Crazy Sh*t In Real Estate with Leigh Brown
308 - Generate Passive Income Through Vacant Land with Brent Bowers

Crazy Sh*t In Real Estate with Leigh Brown

Play Episode Listen Later Nov 23, 2021 33:59


Land may not be as exciting as other asset classes, but it can be highly profitable if you do it the right way. Join us today as Brent Bowers shares how his land business model works, two stories that include an unethical REALTOR/litigation attorney, and a seller who closed his deal from prison. Key takeaways to listen for How to get your first wholesale deal The ethical way to do wholesaling Best markets for land investing Why people purchase seller-financed land The importance of having experts in your corner   About Brent Bowers Wholesaling Inc Coach and Creator of the TTP Method, Brent Bowers is considered to be one of the most successful Real Estate Wholesalers in the country. Through his unique approach to Real Estate investing with his TTP system, Brent has bought and sold thousands of properties across the country and has taught aspiring Real Estate investors how to do the same. His no-nonsense, “step by step” coaching methods along with his passion to help others succeed has created a loyal family of successful Real Estate investors. Connect with Brent Website: www.thelandsharks.com Facebook: Brent Bowers LinkedIn: Brent Bowers   Connect with Leigh Please subscribe to this podcast in iTunes or in the Podcasts App on your phone, and never miss a beat from Leigh by visiting https://leighbrown.com. DM Leigh Brown on Instagram or on Twitter or any social networks by clicking here. Subscribe to Leigh's other podcast Real Estate From The Rooftops! Sponsor Start your free, all-access trial today. There's no credit card required. For a limited time, Follow Up Boss is doubling the free trial for CSIRE listeners—that's a full 30 days to see how Follow Up Boss helps you close more deals. LINK: Followupboss.com/crazy

How Did They Do It? Real Estate
SA308| Exceptional Opportunities of Investing in Mobile Home Parks with Jeff Cook

How Did They Do It? Real Estate

Play Episode Listen Later Nov 19, 2021 24:57


Today, you'll hear another story from our guest, Jeff Cook, who'll make us realize that mobile home park investing is one of the best asset classes for people who want to invest passively in real estate. Join us to learn how this asset class stood out from the rest despite the global pandemic!Key Takeaways To Listen ForSingle-family vs. mobile homes parksHow to select a profitable market location for investmentMobile home parks: Marketing strategies, operating challenges, and market insightsRefresh renovations: What it is and how it worksImpacts of building a partnership in real estateOutstanding resources to strengthen your knowledge about real estateResources Mentioned In This EpisodeFree Apartment Syndication Due Diligence Checklist for Passive InvestorThe Mobile Home Park Mastery PodcastAbout Jeff CookJeff Cook is the Managing Member & CEO/CFO of Cook Properties NY.  He lives and breathes commercial real estate and can usually be found at the office. Jeff finds great fulfillment in the transformation of poorly performing properties, resulting in a very attractive product. Jeff graduated with high honors from Binghamton University with a Masters Degree in Public Administration. He started his career as a project manager for a market research company. He began purchasing multi-family properties in the City of Rochester in 1997. He purchased his first mobile home park in 2009.Connect with Jeff Website: Cook Property NYEmail: jeffcook@cookpropertiesny.comPhone: 585.233.4699To Connect With UsPlease visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!SponsorThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams

How Did They Do It? Real Estate
SA307 | Mobile Home Parks: A Lucrative and Profitable Real Estate Investment with Charlotte Dunford

How Did They Do It? Real Estate

Play Episode Listen Later Nov 18, 2021 25:29


As a result of the continuous rising in house prices, investors are seeking out alternative real estate investment opportunities. Dive into this episode with Charlotte Dunford as she talks about mobile home parks and what made this asset class great for investment.Key Takeaways To Listen For3 reasons to start investing in real estateAdvantages of investing in mobile home parksFactors to consider when looking for a mobile home's market to invest inTips for creating an investor database and presenting opportunities to investorsFrequently asked questions by passive investorsWhat rights do mobile home park tenants have?Resources Mentioned In This EpisodeFree Apartment Syndication Due Diligence Checklist for Passive InvestorAbout Charlotte DunfordCharlotte is the Managing Partner of Johns Creek Capital – an investment managing company that focuses on mobile home park investments, with a total investor subscription amount over $4.2M. Numbers wise, they currently have 20 park investments, and Charlotte herself has also created over $500k in asset value in the past 12 months.She is a graduate of The Georgia Institute of Technology where she earned her B.S. in Business with a focus on business analytics and technology.   Connect with Charlotte Website: Johns Creek CapitalPhone number: 470.265.0911To Connect With UsPlease visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!SponsorThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams

FamVestor Podcast
094 | Life after FIRE

FamVestor Podcast

Play Episode Listen Later Nov 18, 2021 68:06


Lue and his wife were able to retire from cooperate America and live off passive income at age 38. Before early retirement, Lue was a computer programmer in the NYC area for 14 years. Lue enjoys spending time and traveling with his wife and three children. Lue's personal motto is passive investing, active parenting. Lue has been a passive real estate investor since 2015. Starting out with one single-family rental, Lue has invested in 39 real estate syndication deals. Lue's current portfolio includes indirect ownership of over 17,000 apartments, 15,000 self-storage units, 1,000 manufactured home pods, 4.5 million square feet of industrial warehouses, 6.4 million square feet of office, and 140,000 square feet of retail in 26 states. https://www.famvestor.com/094 Links: Lue's first show: https://www.famvestor.com/025 Contact: mr.luechen (at) gmail.com

Best Real Estate Investing Advice Ever
JF2634: Is US Real Estate Expensive or Cheap? | Actively Passive Investing Show 68

Best Real Estate Investing Advice Ever

Play Episode Listen Later Nov 18, 2021 26:37


In today's episode of the Actively Passive Investing Show, Travis discusses the deciding factors of whether real estate is currently expensive or cheap. He talks about what metrics we are using to measure and compare real estate today, how has the dollar devalued overtime and how this inflation affects the market, and what new evaluations we use today that we may not have had 10 years ago.   Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss

Best Real Estate Investing Advice Ever
JF2627: 5 Ways to Align Your Investments to Achieve Your Goals | Actively Passive Investing Show 67

Best Real Estate Investing Advice Ever

Play Episode Listen Later Nov 11, 2021 24:09


In today's episode of the Actively Passive Investing Show, Travis discusses how to identify your goals, and actually reach them through your investments in 5 steps. He talks about identifying lifestyle vs. financial goals, honing in on a strategy specific to those goals, and how to know which form of investing fits best with your ideal lifestyle.    Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss

We Study Billionaires - The Investors Podcast
BTC050: Bitcoin Policy, Fundamentals, & Impact w/ CJ Wilson & Jimmy Song (Bitcoin Podcast)

We Study Billionaires - The Investors Podcast

Play Episode Listen Later Nov 3, 2021 80:29


IN THIS EPISODE, YOU'LL LEARN:CJ's experience in the MLB.Why was CJ in Washington DC recently?What do most politicians ask when it comes to Bitcoin?What do most staffers think of Bitcoin?How are core developers and upgrades incorporated into the Bitcoin protocol?What risks are there for governance?What is something that so many people miss when it comes to Bitcoin?Coinjoins.BOOKS AND RESOURCESCJ's Twitter.Jimmy's Books on Amazon.Jimmy Song's Twitter.Invest in the $1.7 trillion art market with Masterworks.io. Use promocode WSB to skip the waitlist. See important disclosures here.Transform how you drive business results and connect with customers with Snap AR.Communicate your ideas in the best way possible with Canva.Invest in high quality, cash flowing real estate without all of the hassle with PassiveInvesting.Get 20% off on Simplisafe's newest Wireless Outdoor Security system and get the first month of monitoring service for FREE when you enroll in Interactive Monitoring.Trade confidently with BMO adviceDirect. Start trading today with personalized advice with a minimum of just $10,000.Track performance, create custom watch lists, and trade from anywhere with confidence with a BMO InvestorLine Self-Directed account.Join OurCrowd and get to invest in medical technology, breakthroughs in ag-tech and food production, solutions in the multi-billion dollar robotic industry, and so much more.Get access to some of the most sought-after real estate in the U.S. with Crowdstreet.Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today.Remove uncertainty from your portfolio and receive a steady flow of cash all year round with Farmfolio.Learn about the next big thing – months before everyone else with Trends. Start your 7-day trial today for just $1.Read the 9 Key Steps to Effective Personal Financial Management.Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Best Real Estate Investing Advice Ever
JF2618: Rising Tides: How to Profit from Inflation | Actively Passive Investing Show 66

Best Real Estate Investing Advice Ever

Play Episode Listen Later Nov 2, 2021 20:33


In today's episode of the Actively Passive Investing Show, Travis discusses how to maintain the purchasing power of the dollar during inflation. He talks about keeping up with inflation and how to level up your assets, 3 ways inflation can actually benefit you as an investor, and 3 ways to succeed in syndications during an inflationary period.    Click here to know more about our sponsors: Deal Maker Mentoring

We Study Billionaires - The Investors Podcast
TIP392: Frameworks for Building Billion Dollar Brands w/ Kat Cole

We Study Billionaires - The Investors Podcast

Play Episode Listen Later Oct 31, 2021 55:53


IN THIS EPISODE, YOU'LL LEARN:02:09 - Kat's rise from being a Hooters waitress at age 18 to being a VP of Hooters by age 26.22:21 - What it was like to be placed at the helm of Cinnabon during the great recession and how she pulled off a miraculous turnaround. 26:40 - Operating principles that can be applied to any business.41:21 - The importance of community while building a brand and so much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCES:Kat Cole's Twitter.Trey Lockerbie's Twitter.Preston, Trey & Stig's tool for picking stock winners and managing our portfolios: TIP Finance Tool.Read the 9 Key Steps to Effective Personal Financial Management.Invest in the $1.7 trillion art market with Masterworks.io. Use promocode WSB to skip the waitlist. See important disclosures here.Transform how you drive business results and connect with customers with Snap AR.Communicate your ideas in the best way possible with Canva.Invest in high-quality, cash-flowing real estate without all of the hassle with PassiveInvesting.Get 20% off on Simplisafe's newest Wireless Outdoor Security system and get the first month of monitoring service for FREE when you enroll in Interactive Monitoring.Trade confidently with BMO adviceDirect. Start trading today with personalized advice with a minimum of just $10,000.Track performance, create custom watch lists, and trade from anywhere with confidence with a BMO InvestorLine Self-Directed account.Join OurCrowd and get to invest in medical technology, breakthroughs in ag-tech and food production, solutions in the multi-billion dollar robotic industry, and so much more.Get access to some of the most sought-after real estate in the U.S. with Crowdstreet.Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today.Remove uncertainty from your portfolio and receive a steady flow of cash all year round with Farmfolio.Learn about the next big thing – months before everyone else with Trends. Start your 7-day trial today for just $1.Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We Study Billionaires - The Investors Podcast
TIP391: Working with Gates and Schultz, NFTs for Brands w/ Adam Brotman

We Study Billionaires - The Investors Podcast

Play Episode Listen Later Oct 29, 2021 61:13


IN THIS EPISODE, YOU'LL LEARN:3:00 - Adam's learnings from working alongside titans such as Bill Gates, Howard Schultz, and his uncle Jeff Brotman, who was the co-founder and chairman of Costco. 28:10 - The fundamentals of NFTs and why Web3 is an exciting new era for all companies.48:11 - The technical potential of NFTs and how they could reshape the world of marketing.*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCES:Brightloom's Website.Adam Brotman's Twitter.Trey Lockerbie's Twitter.Preston, Trey & Stig's tool for picking stock winners and managing our portfolios: TIP Finance Tool.Invest in the $1.7 trillion art market with Masterworks.io. Use promocode WSB to skip the waitlist. See important disclosures here.Transform how you drive business results and connect with customers with Snap AR.Communicate your ideas in the best way possible with Canva.Invest in high-quality, cash-flowing real estate without all of the hassle with PassiveInvesting.Get 20% off on Simplisafe's newest Wireless Outdoor Security system and get the first month of monitoring service for FREE when you enroll in Interactive Monitoring.Trade confidently with BMO adviceDirect. Start trading today with personalized advice with a minimum of just $10,000.Track performance, create custom watch lists, and trade from anywhere with confidence with a BMO InvestorLine Self-Directed account.Join OurCrowd and get to invest in medical technology, breakthroughs in ag-tech and food production, solutions in the multi-billion dollar robotic industry, and so much more.Get access to some of the most sought-after real estate in the U.S. with Crowdstreet.Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today.Remove uncertainty from your portfolio and receive a steady flow of cash all year round with Farmfolio.Learn about the next big thing – months before everyone else with Trends. Start your 7-day trial today for just $1.Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.