Podcast appearances and mentions of Randy Smith

Schuyler Williamson is a leadership expert, entrepreneur, and decoratedmilitary veteran who has consistently achieved at the highest level in bothbusiness and service. As the author of The Steady Leader: Leadership ModelsThat Bring Clarity to Chaos, Schuyler provides actionable strategies for leadingthrough uncertainty, drawing from his experience as a Bronze Star Medalrecipient and combat officer with deployments to Iraq and Afghanistan. A topgraduate of West Point and McCombs MBA, Schuyler ranks in the top 1 percentof real estate agents nationwide, with hundreds of millions in sales andownership of over fifty-five investment properties. He is the founder of multiplesuccessful businesses, including Williamson Group and Mission HomeBuilders, and leads the Corporate Battlefield Mastermind, helping highachievers build wealth and leadership. Schuyler's insights have been featuredon his Money Mission YouTube channel and hundreds of blogs, and he hasinspired audiences at Oracle, Dell, Keller Williams Realty, Care.com, Logitech,Smith + Nephew, and Financial Executives International with his message thattrue leadership thrives in chaos.https://www.schuylerwilliamson.com/https://www.instagram.com/schuylerwilliamson/https://www.linkedin.com/in/schuylerwilliamson/https://www.youtube.com/@thesteadyleaderChapters00:00 Current Market Insights03:39 Skyler's Journey to Real Estate06:33 Building a Real Estate Portfolio09:26 Transitioning to Leadership13:07 The Construction Business15:51 The Laundromat Venture26:16 Cash Flow Focus in Business27:50 Partnering with Passive Investors30:24 Choosing the Right Partners35:17 The Steady Leader: Insights from Schuyler's Book40:05 Recommended Resources for Investors46:08 Due Diligence for Passive Investors47:53 Bucket List Adventures and Investment Insights49:58 outroRANDY SMITHConnect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestorKeywordsreal estate, passive investing, market insights, leadership, construction, laundromat business, partnerships, expectations, book release, investment advice 

“If you're looking for evidence of your failure, you'll find that evidence.” - Jill NowackiWelcome to episode 207 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight.com, and Jill Nowacki, President and CEO of Humanidei.This episode is sponsored by Alacriti—a leading payments fintech helping credit unions compete with challenger banks and digital wallets. Alacriti delivers seamless, real-time money movement experiences for loan payments, A2A transfers, digital disbursements, and bill pay. With a single, cloud-native platform that connects to The Clearing House, Fedwire, ACH, and FedNow, credit unions can modernize without overhauling legacy infrastructure. Learn more at Alacriti.com.In this season, Jill and I will have conversations centered around leadership, credit unions, and living our best lives. We will have some of the most respected leaders from around credit unions who we are grateful to call friends join us in the discussion from time to time too.In this episode, we discuss a challenge that many of us deal with—imposter syndrome—that annoying voice in your head that's trying to convince you that you aren't good enough and you don't deserve to be here. We talk about how it shows up and shapes how we lead, interact, and self-sabotage.We talk about first jobs—where a “fake it ‘til you make it” mindset was the norm—and moments that made us question if we belonged where we were. Imposter syndrome sometimes hides behind perfectionism, micromanagement, and/or hesitation to take risks, and we discuss what that can do to a workplace culture.Join us as we offer up some tools to help you recognize that it isn't just you—literally everyone is flawed!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyBooks mentioned on The CUInsight Experience podcast: Book List

Randy Smith. After a 25-year career in corporate America, Randy turned his focus to real estate investing, becoming a Limited Partner in 25 passive investments across 12 operators and 8 asset classes. Since launching Impact Equity in June 2022, Randy has helped over 115 investors place $9 million across 17 projects with 6 world-class operators.  Learn More About Randy Here: https://www.impactequity.net/ 

Brian Tibbs is on a mission to serve people by leveraging his skills and experience in building significant wealth. He is eager to hear your story and walk alongside you in your wealth-building journey. From a young age, it was evident to both Brian and those around him that he was destined to be a businessman. By the age of 26, he had already begun investing in real estate, was an executive in his father's financial services company, and co-owned a small online retail business. However, Brian felt called to a different path. Over the next three years, he married Jill Bramhall, resigned from his father's company, sold his online business, liquidated 60% of his real estate portfolio, and moved—sight unseen—to Guatemala.For the next 16 years, Brian built a team that recruited and trained 380 leaders to plant 96 churches across 11 countries. Together, they raised over $20 million for their cause and constructed more than 150,000 square feet of churches and related facilities. Despite dedicating themselves to ministry, Brian and Jill earned very little money. When calculated against their total working hours, their earnings equated to just $9.20 per hour—less than the legal minimum wage in most states.Even with their limited income, they successfully built a multi-million dollar net worth. They no longer rely on jobs to pay their bills but instead have the financial freedom to choose work on their own terms. Their modest salary forced them to develop a wealth-building philosophy that didn't depend on a high income. It was through this financial constraint that the HACKER Method was discovered and implemented, enabling the Tibbs family to achieve financial independence by Brian's 44th birthday.Although Brian has stepped away from full-time missionary work, his passion for serving others remains strong. He launched The Unexpected Investor with the singular goal of helping people who feel financially constrained transform into wealthy, powerful, and generous investors using the HACKER Method.Chapters00:00 Introduction and Current Economic Perspectives04:46 Investment Strategies in Changing Markets08:39 Brian Tibbs' Journey and Experience12:18 Key Metrics in Short-Term Rentals16:04 Navigating Airbnb's Algorithm and Reviews19:40 Regulatory Landscape for Short-Term Rentals22:41 Navigating the Challenges of Short-Term Rentals25:08 The Value of Specialization in Real Estate26:44 The Growth Potential of Short-Term Rentals27:57 Exit Strategies in Short-Term Rental Investments29:00 The Hacker Method: Building Wealth31:50 Educational Resources for Short-Term Rental Investors34:26 Due Diligence in Passive Investing36:43 Supporting Emerging Entrepreneurs37:41 Investing in Others: A Personal Touch39:02 outro RANDY SMITHConnect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestorKeywordseconomy, investing, short-term rentals, Airbnb, market trends, passive income, real estate, Brian Tibbs, The Hacker Method, community building

Randy Smith, my guest this week, didn't start out in real estate—he was a high-performing sales executive in the corporate world. But after seeing the potential of passive investing, he made pivoted, leaving behind the W-2 grind to become a full-time capital allocator. Since then, Randy has raised over $13 million, partnering with sponsors to help investors secure better terms and stronger returns.   The Allocator Advantage: Negotiating Better Terms for Investors Unlike a typical LP, Randy doesn't just invest, he uses his position as an allocator to structure deals that benefit his investors. By pooling capital and leveraging his network, he's able to negotiate better preferred returns, improved splits, and reduced fees - terms that individual investors couldn't get on their own.   In our conversation, you'll hear how he evaluates opportunities, why he prioritizes fixed over floating-rate debt, and the strategic moves he's making to protect investor capital in an uncertain market.   Lessons from a Shifting Market Starting out in real estate right before the market turned has given Randy a crash course (if you'll forgive the pun) in what works and what doesn't. With some deals pausing distributions and others facing capital calls, he's had to navigate a rapidly changing landscape while keeping investor returns top of mind.   We talk about what he's learned from deals that have struggled, why he's more selective than ever about the sponsors he works with, and the red flags he watches for when evaluating a new opportunity.   Building a High-Performing Investor Network Randy shares his approach to building an investor base, why he focuses on high-income sales professionals, and how he's leveraged LinkedIn, masterminds, and podcast guest appearances to grow his network. He also talks about the common mistakes new allocators make and how he's refining his outreach strategy to attract larger investors who are ready to deploy capital. *** If you want to get smarter about investing, learn how allocators negotiate better deals, or just hear some real talk about what's working in today's market, make sure to check out this episode.   *** Explore the world of real estate capital allocators—a fresh approach to financing that's reshaping the industry.   In this series, I talk with allocators, investors, sponsors, and service providers to give you an inside look at this fast-growing space.   PLUS, subscribe to my free newsletter for real estate investors and gain access to: * Introductions to sponsors, allocators, and investment opportunities. * Insights drawn from my 30+ years of experience in real estate investing. * Hacks and tactics for raising capital to help you scale your real estate portfolio.   Visit GowerCrowd.com/subscribe

For many investors, it takes a while to become comfortable with syndications. For today's guest, he tried other real estate investing methods before becoming a syndication expert. Today's episode of Zen and the Art of Real Estate Investing features Randy Smith, founder of Impact Equity. He brings over 25 years of experience in corporate sales and leadership to real estate investing and launched Impact Equity in June 2022. Randy's company helps investors spend money with world-class operators across several projects. He also launched RAI$E Capital Coaching and Consulting to help new capital raisers start their businesses. Randy is the co-host of The Gentle Art of Crushing it. Jonathan and Randy start their conversation by exploring Randy's “Rich Dad Poor Dad” background and why it took until he was in his 40s to pursue real estate investing. He shares his first steps to move toward a real estate career, the pros and cons of turnkey properties, and Randy's initial investing mistakes. Randy shares that he moved to syndications after trying out the BRRRR strategy, the importance of doing your due diligence in syndication investing, and why debt is the biggest risk factor in these transactions. Jonathan and Randy cover the current challenges in his portfolio, the importance of diversifying, and why building a community as an investor is critical. As the discussion winds down, Randy explains the importance of understanding your syndication preferences, how he uses fund of funds, and the three most important things to look for in a deal. With a lengthy career in sales, Randy Smith brings a unique perspective to real estate syndications and offers expert advice on what to look for. In this episode, you will hear: Randy Smith's “Rich Dad Poor Dad” background and why he was in his 40s before he got started in real estate The first steps Randy took to move toward a career in real estate The pros and cons of turnkey properties and his initial mistakes What brought Randy to syndications after trying the BRRRR strategy The due diligence required when buying into a syndication Why debt is the single biggest risk factor in these deals Current challenges in Randy's portfolio and the importance of diversification General principles that apply across multiple asset classes  The importance of community as a real estate investor Understanding your preferences in a syndication Fund of funds and how they work How to find a syndication using Randy Smith's tips for finding the right buy The three most important things to look for in a deal What you can learn from Randy's coaching program Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/231/ to download it. Supporting Resources: Impact Equity website - www.impactequity.net Randy Smith on Facebook - www.facebook.com/randysmith637 Randy's Instagram - www.instagram.com/randysmithinvestor Connect with Randy on LinkedIn - www.linkedin.com/in/randallmsmith The Gentle Art of Crushing It - www.impactequity.net/blog/category/podcasts Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Kaaren Hall is the founder and CEO of uDirect IRA Services, LLC, a leading provider of self-directed IRA accounts since 2009. With over two decades of experience in real estate, mortgage lending, and property management (and especially Self-Directed IRAs) Kaaren has empowered thousands of people to take control of their retirement funds and invest in alternative assets, such as real estate, private lending, precious metals and more.Her expertise in self-directed retirement accounts has made her a sought-after speaker, and she has been a featured panelist and presenter at industry-leading conferences, including BiggerPockets' BPCON22, 23 & 24.Kaaren is also the founder of OCREIA (Orange County Real Estate Investors Association), where she fosters a vibrant community of real estate investors through education and networking since 2012. Adding to her accolades, Kaaren is now the author of the newly published Self-Directed IRA Investing: A BiggerPockets Guide, the definitive resource for investors looking to unlock the power of self-directed IRAs to build wealth. Published by BiggerPockets Publishing, this comprehensive guide combines actionable insights, real-world examples, and Kaaren's extensive industry knowledge to help investors confidently navigate the world of self-directed retirement accounts.Beyond her professional achievements, Kaaren's entrepreneurial journey has enabled her to support meaningful charitable giving, and inspire others to take control of their financial futures. She also serves on the Board of Directors for The Council on Aging Southern California as well as the board for RITA (the Retirement Industry Trust Association), where she continues to advocate for transparency and education in the retirement industry.Buy her book for $9.99 - https://store.biggerpockets.com/products/self-directed-ira-investing-a-biggerpockets-guideChapters00:00 Introduction to Self-Directed IRAs03:18 Market Trends and Investment Opportunities06:22 Karen Hall's Journey to CEO09:31 Differentiating UDirect IRA Services12:17 Understanding Self-Directed IRAs15:09 Prohibited Transactions and Compliance18:04 Checkbook Control vs. Custodian Management20:44 Navigating UBIT and UDFI Taxes23:33 Fair Market Value Requirements24:25 Understanding Fair Market Value in Self-Directed IRAs28:26 The Importance of Contributions and Retirement Planning30:13 Managing Idle Cash in Your IRA31:23 Educational Resources for Passive Investors34:26 Due Diligence for Passive Investors36:11 Bucket List Achievements and Future Aspirations37:34 Investing in Boutique Hotels38:57 Connecting with uDirect IRA40:11 outroRANDY SMITHConnect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestorKeywordsself-directed IRA, passive investing, UBIT, UDFI, market trends, investment strategies, retirement planning, fair market value, prohibited transactions, educational resources

“Be unreasonable, but not unrealistic.” - Renée SattiewhiteWelcome to episode 206 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight.com, and Jill Nowacki, President and CEO of Humanidei. This episode is sponsored by Trellance. Trellance is a leading technology partner for credit unions, delivering innovative technology solutions to help credit unions achieve more. With a comprehensive suite of analytics, cloud and talent solutions, the Trellance team ensures credit unions increase efficiency, manage risk, and improve member experience.In this season, Jill and I will have conversations centered around leadership, credit unions, and living our best lives. We will have some of the most respected leaders from around credit unions who we are grateful to call friends join us in the discussion from time to time too.In this episode, we are joined by Renée Sattiewhite, President & CEO at the African-American Credit Union Coalition (AACUC). We discuss the growing pains that come with scaling up an organization, and Renée reflects on her experience scaling AACUC through tough times, including a rapid expansion during the COVID-19 pandemic that required balancing remote hires and maintaining the organization's core values.Renée's journey as a leader truly highlights the importance of hiring the right people and making sure that the organization's culture remains intact as things grow and change. She talks candidly about the lessons that she has learned in guiding her team and offers a unique perspective on leading during periods of growth. From training employees to prioritizing well-being over profits, Renée offers some truly valuable insight for leaders dealing with their own growing pains. Enjoy our conversation with Renée Sattiewhite!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyHow to find Renée:Renée Sattiewhite, President & CEO at AACUCaacuc.orgRenée: LinkedInAACUC: LinkedIn | Facebook | Instagram | X | YouTube

The Bulletproof Dental Podcast Episode 387 HOSTS: Dr. Peter Boulden and Dr. Craig Spodak GUEST: Randy Smith DESCRIPTION Financial expert Randy joins Craig and Peter to discuss wealth management essentials, covering investment mindsets, asset allocation, and market differences. They emphasize developing saving habits, overcoming investment fears, and the importance of financial education. The conversation explores diversification strategies, economic forecasts, and emotional aspects of investing, which are particularly relevant for dental professionals seeking long-term financial success. TAKEAWAYS Investing like the rich is about knowledge. Don't lose your capital; that's rule number one. The wealthy invest in multiple asset classes. Cash can be a good investment in a downturn. Diversification is key to financial stability. Private equity often outperforms public markets. The habit of saving is crucial for financial success. Investing is not just about stocks; it's broader. Fear keeps many from investing at all. Most people struggle with financial habits and savings. Recessions are a normal part of the economic cycle. Investing should be approached with a long-term mindset. Emotional drivers can negatively impact investment decisions. Every dollar invested works like an employee for you. Building wealth requires consistent and disciplined investing. Having a clear financial roadmap is essential for success. CHAPTERS 00:00 Introduction to Financial Wisdom 02:50 Understanding the Investment Strategies of the Wealthy 06:08 The Importance of Specific Knowledge in Investing 08:57 Asset Allocation and Diversification Explained 11:48 Private Equity vs. Public Markets 15:02 The Role of Cash and Risk Management 18:06 Overcoming Investment Fears 25:35 The Importance of Financial Habits 30:06 Investing Basics and Diversification 35:33 Market Trends and Predictions 40:04 Building Wealth Through Consistent Investing REFERENCES Bulletproof Summit Bulletproof Mastermind  

Jonathan Greene is a thought leader in the real estate investing space. His podcast, Zen and the Art of Real Estate Investing is one of the fastest-growing real estate podcasts in the world. He is a lifelong real estate investor, on-market team leader, and luxury agent, as well as a certified life coach and real estate coach. He hosts in-person and online real estate investor meetups monthly.Jonathan's company, Streamlined Properties, is a single-member LLC that sources off-market deals in New Jersey and other cities across the country. Streamlined Properties, brokered by ΓEA⅃, is his solo team that helps buyers, sellers, and investors make wise and informed real estate decisions. His team has been featured in RealTrends America's Best for 2022, 2023, and 2024, ranking in the top 1.5% of teams in the country.Jonathan has been involved in real estate transactions for more than 30 years. He runs a separate family real estate partnership with his sister, Karin. They have owned countless properties in New York, New Jersey, Florida, and California that were managed as both long-term and short-term rentals.Jonathan Greene provides real estate investment guidance, Zoom workshops, and in-person meetups monthly through his investor/podcast brand, Zen and the Art of Real Estate Investing. His on-market team covers New Jersey and has deal funnels and agent relationships in every primary market. Jonathan is a licensed real estate associate broker in the state of New York and a licensed real estate broker-salesperson in the state of New Jersey.Jonathan is a national speaker who has been featured at Dippidi Deep Dive 2021 (keynote speakers were Gary V and Tom Ferry), Curaytor Excellence, NurtuRE Con, and local events. He was on the panel, How to Find Deals in an Uncertain Market, at BPCON 2023. He has been a guest on several real estate podcasts, such as BiggerPockets Podcast three time (eps. 584, 667, and 1054), The Best Real Estate Investing Show Ever, The Passive Income Attorney, and Multifamily Insights.Jonathan's background is as a former attorney, gallerist, museum curator, and educator. He grew up in Brooklyn Heights, NY, but graduated high school in NJ at the Peddie School. He has a B.A. in Criminal Justice from the University of Hartford and a J.D. from Nova Southeastern University Shepard Broad Law Center in Ft. Lauderdale. Jonathan lives in Mendham, New Jersey, and has two adult children.Jonathan's hub site can be found at www.trustgreene.com.Social links:www.zenandtheartofrealestateinvesting.comwww.trustgreene.comwww.streamlined.propertiesChapters00:00 Introduction to Passive Investing06:41 Transitioning from Active to Passive Investing12:24 Understanding the Passive Buy Box18:10 Exploring the Sub-100 Unit Market23:57 Navigating Debt and Investment Risks31:34 Resources for Passive Investors36:43 Personal Growth and Future Aspirations41:15 outro RANDY SMITHConnect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestorKeywordspassive investing, real estate, syndications, market trends, investment strategies, multifamily, due diligence, buy box, debt management, wealth building

I'm a real estate developer and educator with over 30 years of experience, specializing in transforming overlooked urban spaces into vibrant, community-enhancing developments. My passion for real estate began early, growing up in a family deeply rooted in construction and development and spending weekends on the jobsites with my dad and school holidays in the office with my mom. I completed my first real estate deal at just 16 years old.Before diving fully into real estate, I spent several years at Accenture Technology Labs in Chicago, working in the Research and Innovation Department. There, I crafted strategic solutions for corporations, traveling globally to implement profitable strategies for clients. This experience honed my ability to align a company's mission with long-term financial growth—skills I now apply to real estate development by uncovering hidden opportunities and creating profitable projects.In 2004, we founded The Kim Group for our own real estate investments and expanded to work with clients. In 2015, we relaunched the company to incorporate our unique “Developer for Fee” model, designed to help business owners and individuals navigate the complexities of real estate development. This model empowers clients to be fully involved in every step of the development process—from acquisition to design and financial structuring—while I provide the expert guidance needed to ensure success. By 2021, we expanded into Austin and launched The Kim Group ATX, bringing my expertise in adaptive reuse, small-scale urban infill, and Public-Private Partnerships (P3).What sets me apart is my ability to see opportunities where others see obstacles. I've led major projects like the Trefzger's Bakery, Keller Station, and many others transforming neglected properties into thriving community hubs. My expertise in leveraging economic incentives— like TIFs, BDDs, SSA, Historic Tax Credits, and many others —ensures that even the most challenging projects become financially viable and successful. I am launching the Katie Kim Educational Platform to expand my mission of empowering individuals to achieve financial independence through real estate development. My platform provides the education and tools needed to confidently navigate real estate deals, build generational wealth, and make meaningful contributions to their communities.I'm passionate about solving complex development challenges and turning ideas into reality. Whether you're an aspiring developer or an experienced investor looking for new opportunities, I'm here to guide you every step of the way. Real Developers, Real ResultsChapters00:00 Introduction to Infill Development03:46 Market Trends and Passive Investment Strategies04:05 Katie Kim's Origin Story08:35 Understanding Developer for Fee Services13:03 Navigating Development Challenges17:16 Innovative Affordable Housing Strategies21:26 Exploring Affordable Housing Solutions23:40 Building a Supportive Community for Investors27:05 Navigating Development Challenges28:29 Katie Kim's Ongoing Projects and Vision30:18 Final Thoughts and Resources for Investors37:23 outro RANDY SMITHConnect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestorKeywordsinfill development, passive investing, real estate, developer fees, tax credits, affordable housing, community building, education, market insights, investment strategies

“Don't just bounce back—bounce better.” - Randy SmithWelcome to episode 205 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight.com, and Jill Nowacki, President and CEO of Humanidei. This episode is sponsored by Trellance. Trellance is a leading technology partner for credit unions, delivering innovative technology solutions to help credit unions achieve more. With a comprehensive suite of analytics, cloud and talent solutions, the Trellance team ensures credit unions increase efficiency, manage risk, and improve member experience.In this season, Jill and I will have conversations centered around leadership, credit unions, and living our best lives. We will have some of the most respected leaders from around credit unions who we are grateful to call friends join us in the discussion from time to time too.In this episode, we discuss the idea of resilience, stressing that it isn't just about weathering a storm; it's also about coming out stronger on the other side of it. We talk about what it means to be a truly resilient leader and how organizations can build resilience into their DNA.We talk about how leaders who thrive through difficult times are not just the ones who endure but those who adapt, inspire, and create opportunities out of challenges. We also discuss the traits that set resilient leaders apart—how they embrace setbacks and create adaptability in their teams.As we further explore this topic, we talk about how it is not just an organizational trait; it's also personal, and we look at the importance of leaders maintaining their own well-being, recognizing when to push forward and when to step back.We hope you'll enjoy this conversation as we cover practical ways to put resilience into operations!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyBooks mentioned on The CUInsight Experience podcast: Book ListPrevious guests mentioned in this episode: Mike Valentine (episodes 128 & 204)

Eric Nelson is from southwest Colorado and received a degree in Civil Engineering from Colorado State University. He is the principal of Wild Oak Capital and is actively syndicating multifamily properties. With over 12 years of real estate experience and more than 1,000 units under management, Eric has figured out how to stop trading his time for dollars and has found the key to living life on our own terms, which he shares inside his mastermind community. He has co-hosted Pay It Forward and Scale, multifamily events that focus on mindset and networking within the multifamily investing community. While living his dream in Spain with his family, he is not only working with his Wild Oak team, but he is also dedicated to coaching motivated real estate investors inside a networking and future-focused community.RANDY SMITHConnect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestorChapters00:00 Market Overview and Passive Investing Landscape04:42 Eric's Journey into Real Estate10:02 Scaling Through Syndication12:27 Managing a Remote Team from Spain14:47 Choosing the Right Markets for Investment19:31 Building Strong Relationships with Property Managers20:58 Diverse Investment Strategies26:54 Navigating Debt and Risk Management32:06 Mindset and Personal Growth34:01 Due Diligence in Real Estate Investing35:26 Bucket List Adventures and Family ExperiencesKeywordsreal estate, passive investing, multifamily units, market trends, syndication, property management, investment strategies, remote management, Oklahoma, Arkansas, real estate, investment strategies, debt management, passive investing, property management, mindset, due diligence, family travel, personal growth, multifamily investing

In this episode, Loretta McGregor (Arkansas State University) and Randy Smith (retired) chat with Dave about knowning when it's time to retire or to make a career change, based on what we personally find rewarding. We reflect on technology-related changes in teaching, especially with regard to writing (ever wonder where "cut and paste" came from?). Randy and Loretta also offer some practical suggestions for earlier career faculty about setting themselves up for a successful late career and retirement.

In this episode, Craig McGrouther and Randy Smith discuss Randy's journey from corporate sales to real estate investing, the current market dynamics, and the importance of due diligence and operator selection. They explore the challenges and strategies in capital raising, the significance of diversification for investors, and Randy's coaching initiatives aimed at helping new capital raisers succeed in the industry. Learn more about Lone Star Capital at www.lscre.com Get a FREE copy of the Passive Investor Guide:https://www.lscre.com/content/passive-investor-guide Subscribe to our newsletter and receive our FREE underwriting model package:https://www.lscre.com/resource/fof-underwriting-toolkit Follow Rob Beardsley:https://www.linkedin.com/in/rob-beardsley/https://www.facebook.com/RobBeardsleyLSC/Read Rob's articles:https://www.lscre.com/blog 

Pascal Wagner earns over $150k/year in passive income through 20+ LP investments and another $100k/year from his 100+ unit co-living portfolio in Atlanta. With experience deploying $150M into 200+ companies over 3 years at Techstars, Pascal blends institutional knowledge with the hands-on understanding of being a real estate operator.With Pascal's guidance, you'll have everything you need to confidently build and grow your own cash-flowing portfolio. His newsletter delivers exclusive deal flow every week, his workshops reveal the strategies behind his success, and he provides the unique opportunity to invest alongside him. If you're ready to follow his path and build a cash-flowing portfolio, sign up for his starter kit at PassiveInvestingStarterKit.com.Chapters00:00 Introduction to Pascal Wagner and His Journey02:46 Current Market Insights and Passive Investing06:08 Pascal's Origin Story in Real Estate08:58 Building a Diverse Investment Portfolio12:02 Lessons Learned from Passive Investing14:48 Understanding Risk and Returns18:06 Defining the Buy Box for Investments21:07 Diversification Strategies in Passive Investing27:04 Investment Strategies: Learning from Experience29:12 Building a Cash Flow Academy: Guiding New Investors32:08 Creating a Roadmap for Passive Income36:39 The Importance of Transparency in Investments37:24 Educational Resources for New Investors40:31 Key Due Diligence Questions for Investors43:58 Personal Bucket List Adventures45:51 Investment Choices: Where to Put Your MoneyKeywordsreal estate, passive investing, market insights, investment strategies, risk management, diversification, cash flow, equity growth, portfolio management, financial education, investment strategies, passive income, cash flow academy, transparency in investments, due diligence questions, educational resources, personal finance, real estate investing, investment roadmap, investor educationRANDY SMITHConnect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

In this episode of Multifamily AP 360, Randy Smith of Impact Equity shares his journey from corporate sales to real estate investing. With over 25 years of experience, Randy discusses his shift to passive real estate investments and how he evaluates and selects investment opportunities. He also covers his impressive record of helping over 115 investors place $9 million across 17 projects, emphasizing transparency and due diligence. Randy explains his 'RAISE' strategy for capital raising, shares his views on different funding models, and talks about the evolution of the capital raising space. Additionally, he discusses his coaching program aimed at new capitalizers and offers personal habits and book recommendations that contribute to his success.  Support the showFollow Rama on socials!LinkedIn | Meta | Twitter | Instagram|YoutubeConnect to Rama Krishnahttps://calendly.com/rama-krishna/ E-mail: info@ushacapital.comWebsite: www.ushacapital.comRegister for Multifamily AP360 - 2025 virtual conference - https://mfap360.com/To find out more about partnering or investing in a multifamily deal: email: info@ushacapital.com

“As long as you take your job seriously and not yourself seriously, you're ok.” - Mike ValentineWelcome to episode 204 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight.com, and Jill Nowacki, President and CEO of Humanidei.This episode is sponsored by Trellance. Trellance is a leading technology partner for credit unions, delivering innovative technology solutions to help credit unions achieve more. With a comprehensive suite of analytics, cloud and talent solutions, the Trellance team ensures credit unions increase efficiency, manage risk, and improve member experience.In this season, Jill and I will have conversations centered around leadership, credit unions, and living our best lives. We will have some of the most respected leaders from around credit unions who we are grateful to call friends join us in the discussion from time to time too.In this episode, we welcome our friend Mike Valentine back to the show. Mike is the President and CEO of BCU in Illinois, and he joins us to reflect on some insights from his 40 years in the credit union industry, offering a refreshing perspective on leadership that prioritizes authenticity. We explore how leaders can balance being true to themselves while also taking on the expectations of others.Mike opens up about the challenges that he faced early in his career. He stresses that being a leader isn't about fitting into a mold but rather about embracing one's true self, which ultimately leads to stronger connections and more effective leadership. We also discuss the importance of helping teams find and express their authentic selves and how diversity in leadership styles strengthens organizations.As we further explore Mike's journey, he touches upon the critical moments that helped shape his leadership style, including learning from mentors and handling work-life integration. Whether you are a current or aspiring leader, this episode will offer valuable insights into how to lead with integrity and authenticity! Enjoy our conversation with Mike Valentine!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyBooks mentioned on The CUInsight Experience podcast: Book ListHow to find Mike:Mike Valentine, President and CEO of BCUbcu.orgMike: LinkedInBCU: LinkedIn | Facebook | Instagram | YouTubeWant to hear more from Mike? Click here

JOSH MCCALLENIt is an honor to lead over 400+ souls in a High-Growth hospitality REVIVAL We host 320,000+ guests annually at our collection of 4 legendary resort properties, with 1000+acres, 2.5miles of waterfront, 2 championship golf courses, 2 award-winning wineries, boat clubs, beach barOur Teams are Transforming Real Estate & Operating Businesses into a Unified Platform for Generational Impact Together we are Unleashing the Power of Truth, Beauty, and GoodnessIt has been an honor to serve teams with the following recognition:  Together We…Currently, I serve as CEO/ President of VIVAMEE Hospitality, which humbly welcomes and serves over 325,000 souls as guests each year and employs more than 400 teammates yearlyAdditionally, I serve as Managing Partner and CEO of Accountable Equity, a private equity firm offering direct passive investments for accredited investorsHave enjoyed hosting Capital Hacking Podcast since 2019 with over 300 episodes helping 1st generation wealth builders and private direct investorsTurned Around, 2 bankrupt companies into thriving multimillion-dollar operationsLaunched: 7 successful resorts, 24 unique event venues, 10 unique restaurant concepts, and numerous festival and live in-person ticketed eventsDoubled the revenue of two Championship Golf CoursesAttracted capital from over 435 investor familiesBuilt a 4000+ person investor communityShared our story as Keynote Speaker for over 10 Accredited Investor Summits & MastermindsEarned Inc 5000 recognition twiceLed a resort company that had two resorts nationally ranked in the top 25 best hotels in AmericaAcquired over 1000 acres of premium real estate including 2.5 miles of waterfrontHave employed approximately 3000 souls since 2010Currently operates one of the largest luxury wedding businesses in AmericaHost a podcast in the top one of the worlds shows and has reached hundreds of thousands of downloadsHave been the subject of an “unsuccessful” pilot television show for HGTVHave renovated and constructed over 250,000 ft.² of luxury, residential and commercial propertiesRestored and revived five historically significant properties into legendary destination resortsAppeared as a featured guest on 70 famous podcasts and showsHave been a future speaker and panelist for The Family Office Club, the Alternative Investor Summit, the Real Estate Guys Radio syndication events, and several regional masterminds and conferencesHave appeared in or been featured in over 70 news, articles and morning television shows Capital Hacking www.capitalhacking.comVIVAMEE www.vivamee.comAccountable Equity www.AccountableEquity.comCHAPTERS00:00 Market Insights and Predictions02:55 Background and Business Model Overview06:03 Investment Strategy and Asset Management08:45 Revenue Streams and Operational Strategies12:01 Navigating Challenges During COVID-1918:05 Investment Structure and Investor Relations20:56 Future Growth and Expansion Plans23:57 Operational Excellence and Company Culture30:00 Educational Resources and Final ThoughtsRANDY SMITHConnect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

AJ Osborne is an American entrepreneur, businessman, and investor who owns and manages his self-storage portfolio of over $350 million of assets through his companies Cedar Creek Capital and Self-Storage Income.He's the owner and host of the largest self-storage podcast, Self-Storage Income. As an operator and private owner with over 1.2 million square feet of self-storage, he regularly keynotes at national conferences on operations related to investing in, buying, and managing self-storage facilities.AJ specializes in developing, converting and turning around underperforming facilities with a value-add strategy, and loves to show other entrepreneurs and investors how to focus on technology and self-storage automation.Chapters00:00 Market Cycle Insights and Predictions08:50 AJ Osborne's Journey to Self Storage Success17:24 Understanding Self Storage as a Business Model21:44 Centralizing Operations in Self-Storage22:08 Understanding Recession Resistance in Self-Storage25:16 Development Trends in Self-Storage28:15 Opportunities for Passive Investors31:34 Challenges in Raising Capital33:36 Preparing for Future Capital Needs36:27 Educational Resources for New Investors39:51 Due Diligence in Self-Storage Investments41:02 Personal Insights and Future InvestmentsRANDY SMITHConnect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestorSummaryIn this episode, Randy Smith interviews AJ Osborne, CEO of Cedar Creek Capital, discussing the current state of the market cycle, predictions for the self-storage industry, and AJ's personal journey from insurance to becoming a leading figure in self-storage. AJ shares insights on the impact of interest rates, government spending, and the transition into a new market cycle, while also detailing his personal challenges and how self-storage provided financial stability during tough times. The conversation highlights the unique aspects of self-storage as a business model and its operational efficiencies. In this conversation, AJ Osborne discusses the current state of the self-storage industry, addressing misconceptions about recession resistance, development trends, and the challenges faced by passive investors. He emphasizes the importance of understanding market dynamics, the impact of interest rates on valuations, and the need for education in the industry. AJ also shares insights on capital raising and the shift towards family offices for funding, while providing resources for new investors to navigate the self-storage space effectively.Keywordsself storage, market cycle, passive income, AJ Osborne, real estate, investment strategies, financial freedom, business model, economic trends, asset management, self-storage, recession resistance, passive investing, capital raising, market trends, educational resources, due diligence, investment strategies

“Looking out a couple years, your strategic plan may still be viable, but it sure has to be flexible.” - Randy SmithWelcome to episode 203 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight.com, and Jill Nowacki, President and CEO of Humanidei.This episode is sponsored by Trellance. Trellance is a leading technology partner for credit unions, delivering innovative technology solutions to help credit unions achieve more. With a comprehensive suite of analytics, cloud and talent solutions, the Trellance team ensures credit unions increase efficiency, manage risk, and improve member experience.In this season Jill and I will have conversations centered around leadership, credit unions, and living our best lives. We will have some of the most respected leaders from around credit unions who we are grateful to call friends join us in the discussion from time to time too.In this episode, we discuss creation vs. innovation and what we believe the primary differences between the two are. We discuss how leaders can strike the right balance between creating something entirely new and innovating on something that already exists. We also share our thoughts on the role of A.I. in speeding up innovation, why collaboration is important, and how organizations can put strategic change into effect.We offer some insights into how leaders can stay ahead in an industry that is always evolving and changing. We talk about the challenges of gaining team buy-in, how to manage incremental improvements while also encouraging bold creation, and why it's crucial to set clear, actionable steps after every planning session. We also discuss the idea of "minimum viable products" and how launching small ideas that can be tested can lead to truly meaningful innovation.We hope that you will tune in for our conversation on how staying curious, facilitating collaboration, and having a mindset focused on growth can really transform the way that credit unions serve their members!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyBooks mentioned on The CUInsight Experience podcast: Book List

Cathy Christen is a serial entrepreneur, author, and executive coach with over two decades of experience helping leaders and business owners thrive in their careers without sacrificing what matters most. As the co-founder of GoBundance Women®️ and CEO of Elevated You, Inc., Cathy specializes in creating smart systems, fostering strong team cultures, and empowering leaders to reclaim their time and lead with purpose. Known for her dynamic coaching and actionable strategies, she's passionate about helping others build a life they love while achieving lasting success.SummaryIn this episode, Randy Smith interviews Kathy Christen, a division manager for Vector Marketing and CEO of Elevated You. They discuss the current market conditions affecting passive investors, Kathy's personal journey from a low-income background to financial success, the importance of mentorship, and strategies for solopreneurs looking to scale their businesses. Kathy emphasizes the need for a long-term investment mindset, the significance of documenting processes, and innovative hiring strategies to foster growth. In this conversation, Cathy Christen and Randy Smith discuss the evolving landscape of passive investing, emphasizing the importance of mindset shifts, education, and mentorship for new investors. They explore the appeal of fractional roles that offer lifestyle flexibility, the significance of viewing money as a tool for freedom, and the necessity of due diligence when investing in businesses. Cathy shares her personal experiences and insights on diversifying investments and learning from successful investors, while also highlighting valuable resources for passive investors.Chapters00:00 Navigating Market Uncertainty05:59 The Importance of Mentorship12:00 Scaling Beyond Cutco17:55 Hiring Strategies for Growth23:42 Mindset Shifts for New Investors30:51 Diversification and Long-Term Thinking36:23 Due Diligence in Business InvestmentsRANDY SMITHConnect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

Today Dave & TJ are joined LIVE from the Capitol Rotunda by Patrick Morrisey, Randy Smith, Hoppy Kercheval, Larry Pack, Mike Davis, and Brad McElhinny.

Andrew McNair is a financial expert, philanthropist, and author dedicated to helping families achieve financial peace of mind. As the President of SWAN Capital in Pensacola, Florida, Andrew's mission is to help families "Sleep Well At Night" through Total Wealth Management, offering integrated retirement plans that address income, tax, health care, and estate needs.  Andrew began his financial career at 14, interning at a financial firm and later founding SWAN Capital after studying finance at the University of West Florida. He is an Investment Adviser Representative, licensed insurance professional, and creator of the Cygnet Fund for real estate investments.  A passionate advocate for stewardship and giving, Andrew hosts the Rich Young & Powerful podcast and the weekly radio show What Your Money Would Say. He is also the author of Don't Be Penny Wise & Dollar Foolish, Tithe: A Living Testimony, and The Giving Crisis. Featured on The Wall Street Journal, Forbes, and Fox Business, Andrew encourages others to align their finances with their values to create lasting impact. Chapters 00:00 Introduction to Andrew McNair and Market Insights 06:14 Andrew's Journey to Financial Success 12:49 Navigating the Current Economic Landscape 19:41 Investment Strategies and Asset Allocation 26:59 The Importance of Giving and Family Experiences 33:47 Final Thoughts and Future Aspirations RANDY SMITH Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

Will Doctor gives you the sharpest card for the WM Phoenix Open. -Top 6 names on odds board -1 matchup -1 t20 -2 outrights -Sleeper, FRP, 2 lineups, scoring -Best bet For more on the world of golf, follow Doc on X @drmedia59 Recap of Pebble Beach Pro-Am (0:39 - 32:26) Rory McIlroy's Dominance McIlroy secured his 27th PGA Tour win with a commanding performance. He finished 5-under on the final nine holes, with birdies at 10, 12, and 15, and a momentum-shifting eagle on the 14th. Led the field in Strokes Gained: Off the Tee and was top 10 in putting. Averaged 336 yards per drive (leading the field), scaling back to irons strategically in the final round. Will Doctor highlights McIlroy's shift to a conservative approach in his final round, citing Jamie Kennedy (Golf Digest) for insightful questions on McIlroy's tactics. Scottie Scheffler's Performance Finished T-9 despite high expectations. Was above average in all statistical categories, with a final-round 67. Second round (70) cost him ground, but overall solid performance. Tom Kim's Near Miss Finished T-7, cashing a top-10 ticket. Struggled on par-5s, a key reason for missing a podium finish. Big mistake: bogey on the par-5 6th, where he hit into the Pacific Ocean. His slow play is a concern heading into Phoenix Open, especially with rowdy fans at TPC Scottsdale. WM Phoenix Open – Picks & Predictions Top Contenders & Betting Analysis Scottie Scheffler (+305) Back-to-back WM Phoenix Open winner (2022, 2023). T-3 last year. Improved putting over recent months. Not betting outright but looking for a live number. Justin Thomas (15:1) Driving accuracy concerns. Has played well in Phoenix but struggles to win due to tee-shot inconsistencies. Passing on JT outright. Hideki Matsuyama (17:1) 2-time Phoenix Open winner (2016, 2017). Struggled with driving accuracy in recent events. Third consecutive tournament, raising fatigue concerns. Sungjae Im (22:1) Has 2 top-10 finishes at Phoenix Open. However, below-average iron play in 2 of last 3 starts. Has not truly contended at this event. Sam Burns (25:1) Back-to-back top-10s at WM Phoenix Open. Struggling with approach play in recent months. Passing on Burns this week. Tom Kim (33:1) Slow play may be an issue in a loud environment. T-17 last year, finished 11 shots back. Not enough value at 33:1, so passing on Kim. Best Bets & Sleeper Picks Matchup Bets Rico Hoey over Thriston Lawrence (-106) Hoey: Great total driver & putter on overseeded greens. Lawrence: Poor driving accuracy & distance. Hoey should outperform Lawrence in these conditions. Top Picks Kurt Kitayama Win: 66:1 Top-20: +240 Strengths: Elite driver, strong recent putting. Recent results at WM Phoenix Open: T-23 in 2023. T-8 in 2022. Why bet? Improved driving accuracy recently, well-rested after missing Farmers. Gary Woodland (Sleeper Pick) Win: 115:1 Top-20: +350 Past Winner (2018). Ball-striking back to form with coach Randy Smith. Putting showed improvement at Pebble Beach. Low risk, high reward pick. Daily Fantasy Picks (DraftKings & PGA Tour Lineup) DraftKings Lineup ($50K Budget) Kurt Kitayama ($8.9K) Luke Clanton ($8.3K) Si Woo Kim ($8K) Matt Fitzpatrick ($7.7K) Charlie Hoffman ($7.2K) Gary Woodland ($7.1K) PGA Tour Fantasy Lineup Starters: Kitayama (Captain), Woodland, Clanton, Si Woo Kim. Bench: Hoffman, Fitzpatrick. Final Predictions Winning Score: -18 Best Bet: Kurt Kitayama Top-20 (+240) First-Round Leader Bet: Scottie Scheffler (Top-5 after Round 1) at +320. Learn more about your ad choices. Visit megaphone.fm/adchoices

Will Doctor gives you the sharpest card for the WM Phoenix Open. -Top 6 names on odds board -1 matchup -1 t20 -2 outrights -Sleeper, FRP, 2 lineups, scoring -Best bet For more on the world of golf, follow Doc on X @drmedia59 Recap of Pebble Beach Pro-Am (0:39 - 32:26) Rory McIlroy's Dominance McIlroy secured his 27th PGA Tour win with a commanding performance. He finished 5-under on the final nine holes, with birdies at 10, 12, and 15, and a momentum-shifting eagle on the 14th. Led the field in Strokes Gained: Off the Tee and was top 10 in putting. Averaged 336 yards per drive (leading the field), scaling back to irons strategically in the final round. Will Doctor highlights McIlroy's shift to a conservative approach in his final round, citing Jamie Kennedy (Golf Digest) for insightful questions on McIlroy's tactics. Scottie Scheffler's Performance Finished T-9 despite high expectations. Was above average in all statistical categories, with a final-round 67. Second round (70) cost him ground, but overall solid performance. Tom Kim's Near Miss Finished T-7, cashing a top-10 ticket. Struggled on par-5s, a key reason for missing a podium finish. Big mistake: bogey on the par-5 6th, where he hit into the Pacific Ocean. His slow play is a concern heading into Phoenix Open, especially with rowdy fans at TPC Scottsdale. WM Phoenix Open – Picks & Predictions Top Contenders & Betting Analysis Scottie Scheffler (+305) Back-to-back WM Phoenix Open winner (2022, 2023). T-3 last year. Improved putting over recent months. Not betting outright but looking for a live number. Justin Thomas (15:1) Driving accuracy concerns. Has played well in Phoenix but struggles to win due to tee-shot inconsistencies. Passing on JT outright. Hideki Matsuyama (17:1) 2-time Phoenix Open winner (2016, 2017). Struggled with driving accuracy in recent events. Third consecutive tournament, raising fatigue concerns. Sungjae Im (22:1) Has 2 top-10 finishes at Phoenix Open. However, below-average iron play in 2 of last 3 starts. Has not truly contended at this event. Sam Burns (25:1) Back-to-back top-10s at WM Phoenix Open. Struggling with approach play in recent months. Passing on Burns this week. Tom Kim (33:1) Slow play may be an issue in a loud environment. T-17 last year, finished 11 shots back. Not enough value at 33:1, so passing on Kim. Best Bets & Sleeper Picks Matchup Bets Rico Hoey over Thriston Lawrence (-106) Hoey: Great total driver & putter on overseeded greens. Lawrence: Poor driving accuracy & distance. Hoey should outperform Lawrence in these conditions. Top Picks Kurt Kitayama Win: 66:1 Top-20: +240 Strengths: Elite driver, strong recent putting. Recent results at WM Phoenix Open: T-23 in 2023. T-8 in 2022. Why bet? Improved driving accuracy recently, well-rested after missing Farmers. Gary Woodland (Sleeper Pick) Win: 115:1 Top-20: +350 Past Winner (2018). Ball-striking back to form with coach Randy Smith. Putting showed improvement at Pebble Beach. Low risk, high reward pick. Daily Fantasy Picks (DraftKings & PGA Tour Lineup) DraftKings Lineup ($50K Budget) Kurt Kitayama ($8.9K) Luke Clanton ($8.3K) Si Woo Kim ($8K) Matt Fitzpatrick ($7.7K) Charlie Hoffman ($7.2K) Gary Woodland ($7.1K) PGA Tour Fantasy Lineup Starters: Kitayama (Captain), Woodland, Clanton, Si Woo Kim. Bench: Hoffman, Fitzpatrick. Final Predictions Winning Score: -18 Best Bet: Kurt Kitayama Top-20 (+240) First-Round Leader Bet: Scottie Scheffler (Top-5 after Round 1) at +320. Learn more about your ad choices. Visit megaphone.fm/adchoices

“Recognize your own humanity and give yourself the resources you need to cultivate optimism.” - Jill NowackiWelcome to episode 202 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight.com, and Jill Nowacki, President and CEO of Humanidei.This episode is sponsored by Trellance. Trellance is a leading technology partner for credit unions, delivering innovative technology solutions to help credit unions achieve more. With a comprehensive suite of analytics, cloud and talent solutions, the Trellance team ensures credit unions increase efficiency, manage risk, and improve member experience.In this season Jill and I will have conversations centered around leadership, credit unions, and living our best lives. We will have some of the most respected leaders from around credit unions who we are grateful to call friends join us in the discussion from time to time too.In this episode, you will hear us discuss the importance of optimism, especially as a leader. We unpack the differences (as well as similarities) between being optimistic and being realistic and Jill stresses why it's so incredibly important that leaders set an example of optimism for their teams.Not everyone is naturally inclined toward optimism, so we discuss some ways to cultivate it, and Jill highlights the importance of understanding that even though it's crucial for leaders to model optimism, it's important to understand that leaders are humans who have bad days as well, and we describe ways to match optimism with pessimism and find a happy medium. Whether you naturally lean more toward pessimism or toward optimism, this episode is one that you won't want to miss!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyBooks mentioned on The CUInsight Experience podcast: Book List

Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash flowing investments in real estate and businesses. Jeremy is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization founded in 2007 with the goal of helping real estate investors network and learn in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size. Chapters 00:00 Introduction to Passive Investing with Jeremy Roll 01:04 Current Market Assessment and Its Impact on Passive Investments 06:04 Jeremy Roll's Background and Investment Journey 08:19 Learning Process and Networking in Real Estate 15:44 Diversification Strategies for Passive Investors 20:49 Cashflow Targets and Investment Strategies 23:27 Tax Abatement and Unique Investment Opportunities 24:59 Tax Abatement Trends and Future Outlook 28:41 Investment Strategies and Risk Management 31:44 Understanding Debt Funds and Economic Cycles 35:12 Essential Resources for New Investors 39:07 Key Due Diligence Questions for Passive Investors 42:37 Personal Insights and Future Aspirations RANDY SMITH Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

Omni Casey is a seasoned real estate investor, broker, coach, and published author with over 20 years of experience. Renowned for achieving financial freedom before the age of 30 through his "Passive Income for Life" (PIFL) strategy, Omni has become a thought leader in the real estate industry. He is the author of The Cash-Flow Breakfast Club, a powerful blend of storytelling and actionable advice for achieving financial independence through real estate investing. Omni's real estate career began in Hawaii, where he grew up as one of eight siblings in an entrepreneurial family. Today, he operates his investment company, New Leaf Redevelopers, which focuses on value-add residential and mixed-use projects using his signature "Portfolio BRRRR" strategy. As the founder of the Cash-Flow Breakfast Club, Omni leads a thriving community of real estate investors across the U.S., offering education, mentoring, and networking opportunities. The club empowers members to achieve financial freedom and builds local, hyper-engaged communities of investors. Omni's mission extends to inspiring his three children through hands-on involvement in their family investments. Featured on the Bigger Pockets podcast and dozens of other industry-leading shows, Omni is known for sharing his philosophy of living life in decades—focusing on financial freedom in his 20s, generational wealth in his 30s, and leaving a legacy in his 40s. Omni's dynamic approach to real estate investing, combined with his passion for community building and education, continues to make a significant impact on investors nationwide. CONNECT WITH OUR GUEST https://www.facebook.com/omnitheinvestorguy/ https://www.instagram.com/omnitheinvestorguy/ https://www.youtube.com/c/OmniTheInvestorGuy https://www.tiktok.com/@omnitheinvestorguy https://twitter.com/OmniCasey Chapters 00:00 Navigating the Current Real Estate Market 06:59 Understanding the BRRRR Strategy 12:32 Asset-Based Financing Explained 17:28 Finding Off-Market Deals 23:26 The Importance of Structure in Networking 29:01 Expanding the Cashflow Breakfast Club 36:08 Due Diligence: Key Questions for Passive Investors RANDY SMITH Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

Devin Elder is Founder & CEO of DJE Texas Management Group, a vertically integrated investment firm based in San Antonio, Texas. Since 2012, the firm has completed hundreds of successful investment projects including many full cycle multifamily investments, development projects, and land purchases. Devin has been a Principal in over 5,000 doors of multifamily. Devin is a Pilot, Podcast host and owner of a Real Estate brokerage and the DJE Foundation, a 501(c)(3) non-profit supporting disadvantaged children in Texas and the Philippines. Summary In this episode of the Gentle Art of Crushing It podcast, host Randy Smith interviews Devin Elder, founder and CEO of DJE Texas Management Group. They discuss the current state of the real estate market, investment opportunities, and the importance of patience for passive investors. Devin shares his entrepreneurial journey, the challenges of transitioning from a corporate career to real estate, and offers advice for aspiring entrepreneurs. He also explains the investment structures used in his projects, the focus on multifamily and rural land investments, and the benefits of vertical integration in property management. In this conversation, Devin discusses the evolution of his property management company, the complexities of employee transitions during asset sales, and shares insights on market predictions and economic outlook. He emphasizes the importance of understanding debt structures in real estate, offers advice on due diligence for passive investors, and reflects on personal growth through aviation experiences. The conversation concludes with investment strategies for passive investors, focusing on development deals and multifamily syndications. Chapters 00:00 Market Insights and Investment Opportunities 05:12 Devin Elder's Journey to Entrepreneurship 11:41 Advice for Aspiring Entrepreneurs 15:30 Investment Structures and Project Types 21:30 Track Record and Market Focus 24:34 Vertical Integration in Property Management 26:03 Launching a Property Management Company 28:15 Navigating Employee Transitions During Sales 30:38 Market Predictions and Economic Outlook 37:00 Understanding Debt Structures in Real Estate 44:31 Due Diligence for Passive Investors 47:29 Bucket List Adventures and Personal Growth 49:37 Investment Strategies for Passive Investors RANDY SMITH Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

Book your Free Coaching Session at: https://join.jasondreescoaching.com/1/free-intro-session Welcome to another episode of "Transform With Jason Drees." In this episode, host Jason Drees welcomes Randy Smith, a 52-year-old real estate investor, capital raiser, and coach from Phoenix. Randy's story is one of remarkable transformation, having transitioned from a 25-year corporate career to a thriving entrepreneurial journey after an unexpected layoff. Throughout the episode, Randy discusses his highs and lows in raising capital, tackling mindset challenges, and his newfound passion for coaching others in the entrepreneurial space. Jason and Randy delve into the significance of maintaining certainty and alignment, as well as effective strategies for navigating the complex landscape of entrepreneurship. Join us for an insightful conversation that promises to inspire and empower listeners on their own transformational paths. Key Moments: 00:00 Transitioning from capital raiser to coach-consultant. 04:15 Seeking confidence and focus in entrepreneurial journey. 06:46 Entrepreneurship: Navigating challenges with unwavering self-belief. 11:49 Struggling with finding the right career path. 15:27 Maintain global certainty to attract new opportunities. 17:55 Change yourself to alter future outcomes. 21:40 Frame shifting ideologies enhance personal transformation recall. ➡️ Get Coached by Jason: https://bit.ly/3USR6Gd Visit https://www.jasondreescoaching.com/ and explore what is possible: - Performance Coaching - Mindset Education & Training - Community & Peer Group - Mentoring & Mastermind

Darren Christensen is the owner and visionary of My Chez Space, a prefab housing manufacturer that has solved for building truly affordable workforce housing that is also extremely profitable on the investment / development side. My Chez Space is on the cusp of changing the landscape of attainable housing which happens to be one of the largest, fastest growing real estate markets with the least saturation. https://www.mychezspace.com/ Summary In this episode, Randy Smith interviews Darren Christensen, founder of My Shea Space, who discusses the current state of the affordable housing market, his journey in modular housing development, and the innovative solutions his company is bringing to the industry. Darren shares insights on market trends, the importance of efficiency in construction, and the potential for passive investors in this growing sector. He emphasizes the need for truly affordable housing and outlines his plans for scaling the business while maintaining quality and affordability. RANDY SMITH Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor Chapters 00:00 Market Overview and Investor Sentiment 02:00 Darren's Journey in Affordable Housing 06:03 Innovations in Modular Housing 12:04 Affordable Housing Solutions and Market Needs 17:51 Future Plans and Scaling the Business 23:59 Investment Opportunities and Passive Investing 30:03 Personal Growth and Learning in Investing

Charlie Kao is the Principal and Asset Manager at Twin Oaks Capital, a boutique commercial real estate firm specializing in consulting, feasibility studies, brokerage, and construction management. With a deep-rooted background in real estate shaped by his family's entrepreneurial journey, Charlie brings a wealth of experience in diverse asset classes, including self-storage and industrial properties. He combines his expertise in operations, development, and innovative financing strategies to deliver exceptional value to his clients and investors. Beyond his professional accomplishments, Charlie is passionate about creating efficient investment models and leveraging his real estate knowledge to help others build wealth through strategic investments. Chapters 00:00 Market Overview and Passive Investing Opportunities 11:34 Transitioning from W-2 to Entrepreneurship 18:13 Current Focus: Industrial Real Estate Trends 25:11 Investor Returns and Guarantees 32:59 Managing Personal Guarantees 38:16 Current Reading and Listening Habits 44:30 Investment Strategies Beyond Personal Deals Summary In this episode of the Gentle Art of Crushing It podcast, host Randy Smith interviews Charlie Kao, an asset manager and principal at Twin Oaks Capital. They discuss the current state of the commercial real estate market, focusing on passive investing opportunities and the shift towards safer investments. Charlie shares his personal journey in the real estate industry, detailing his early experiences working alongside his father, who built a successful real estate portfolio. The conversation also explores Charlie's transition from a W-2 job back to entrepreneurship, emphasizing the importance of work-life balance and the desire to be present for his family. Finally, they delve into the current trends in industrial real estate, particularly in the wake of COVID-19, and how these trends are shaping investment strategies. In this conversation, Charlie Kao discusses his transition to a debt model in real estate investing, allowing him to retain full ownership of projects while providing attractive returns to investors. He explains the structure of his investment deals, including guarantees and flexibility for investors, as well as the legal documentation involved. The discussion also covers the importance of education for passive investors, current reading habits, and due diligence practices. Additionally, Charlie shares personal experiences related to family adventures and his investment strategies. RANDY SMITH Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor Keywords commercial real estate, passive investing, market trends, entrepreneurship, self storage, industrial real estate, investment strategies, family business, market analysis, economic indicators, debt model, passive investing, investor returns, construction loans, legal documentation, personal guarantees, educational resources, due diligence, investment strategies, bucket list adventures

Adam La Barr is a combat veteran, Amazon #1 best-selling author, and accomplished business consultant with a knack for turning challenges into opportunities. With 18 years of military experience and a proven track record in the corporate world, he has honed the art of building high-performing teams and scaling businesses sustainably. Adam has successfully navigated complex situations as a COO, steered startups to seven-figure sales, and implemented systems that allow businesses to thrive. In real estate, Adam's portfolio includes over 350 multifamily doors, investments in self-storage, and ownership of a memory care facility. Despite early hurdles, including a near-miss on his first deal, Adam's resilience turned lessons into lasting success. Now, he leverages his unique blend of military discipline and entrepreneurial expertise to guide businesses with revenues of $250K to $1M, helping them scale without losing their identity—or their sense of humor. When he's not helping others achieve their goals, Adam spends time with his wife, Raquel, and their three children, proving that teamwork truly makes the dream work. Chapters 00:00 Market Insights for Passive Investors 03:06 Adam's Journey into Real Estate 05:59 The Challenges of a First Investment 09:00 Lessons Learned from Early Mistakes 12:07 Partner Selection and Due Diligence 14:55 Navigating Difficult Conversations 17:53 Creating Strong Operating Agreements 21:33 Navigating Challenges in Business Relationships 22:02 Exploring Residential Assisted Living 24:26 The Realities of Assisted Living Investments 28:00 Understanding the Financial Dynamics of Assisted Living 30:39 Active Duty Passive Income: Empowering Military Investors 33:42 Balancing Family Life and Entrepreneurship 36:53 Due Diligence in Passive Investing 39:31 Bucket List Adventures and Investment Strategies RANDY SMITH Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

Welcome to The Stark Outdoors Podcast, where outdoor adventure meets storytelling. In this exciting episode, host Clayton Stark sits down with Randy Smith for an engaging conversation about one of the most thrilling aspects of outdoor life—coon hunting. Join them as they dive into the world of coon hunting, exploring the history, techniques, and the special bond between hunters and their loyal lone pine coonhounds. In this episode, Clayton and Randy share personal stories about their experiences in the woods, discussing the challenges and triumphs of hunting with these incredible dogs. They also explore the deeper themes of family, tradition, and how the outdoors shapes their lives. Whether you're an avid hunter or someone who enjoys hearing stories about the great outdoors, this episode offers a unique perspective on coon hunting, life in nature, and the value of family traditions. The Stark Outdoors Podcast is dedicated to all things outdoor adventure, from hunting to fishing, wildlife, and everything in between. Tune in for expert insights, real-life experiences, and plenty of laughs along the way. Don't miss this compelling conversation between Clayton Stark and Randy Smith—perfect for anyone interested in coon hunting, coonhounds, outdoor living, and the heart of what it means to connect with nature. Subscribe now and join the adventure!

Christian Cardamone: Real Estate Veteran & Visionary Entrepreneur With over 20 years of experience, Christian Cardamone has forged a remarkable career in real estate, entrepreneurship, and property development. Starting as REMAX's "Rookie of the Year" in 2005, he quickly rose to prominence, only to face a significant setback during the 2008 financial crash. Demonstrating resilience and determination, Christian rebuilt his net worth to $10 million, creating a diverse portfolio of over 65 properties spanning multifamily, industrial, office, and vacation assets. As the founder of Aloha Wilmington Real Estate and GreenBuilt Homes, he specializes in boutique property management, sustainable development, and innovative property transformations, including historic renovations like the iconic 1738 Orange Street project. Christian's journey is a testament to perseverance and entrepreneurial spirit, blending his expertise in real estate with his passion for sustainability and community building. Based in Wilmington, NC, he balances his professional life with personal pursuits like surfing, sailing, and music. Whether navigating market trends, crafting investment strategies, or sharing lessons from his inspiring comeback, Christian offers audiences invaluable insights and actionable takeaways. Chapters 00:00 Navigating the Current Real Estate Market 03:10 Christian's Journey into Real Estate 07:40 Diverse Asset Classes: A Strategic Approach 10:51 Building Partnerships in Real Estate 14:59 The Importance of Partner Selection 16:41 Focusing on Flex and Multifamily Assets 20:41 Understanding Flex Space 25:17 Future Projects and Syndication Plans 31:07 Optimism for the Future of Real Estate 32:56 Educational Resources for New Investors RANDY SMITH Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor Summary In this episode of the Gentle Art of Crossin' podcast, host Randy Smith interviews Christian Cardamone, a commercial broker and founder of Aloha Wilmington Real Estate. They discuss the current real estate market, Christian's journey into real estate, and the importance of diversifying asset classes. Christian shares insights on building partnerships, the significance of selecting the right partners, and his focus on flex and multifamily assets. The conversation also covers the future of real estate, educational resources for new investors, and the optimistic outlook for the market.

This week, Mike was joined by Randy Smith of the Black Delegation to break down the picks and polls in the first round of the Season 8 Racial Draft. --- Support this podcast: https://podcasters.spotify.com/pod/show/racial-draft-podcast/support

Welcome to a very special Par 3 Podcast & we're here to have fun with Golf & Adulting! J.R. Smith & Stephen Malbon welcome Hunter Mayhem (PGA Tour Pro) on to discuss: It never being too late getting into golf, the humbling nature of the game, being addicted to hitting a great golf shot, demanding perfection but being easy on yourself, the differences between making a putt and a 3 point shot, Glen Grant Top 25, the algebra of putting, kids playing sports, the opportunities that golf can bring you, teaching or being taught in golf, the importance of moving on from success, His First Win on PGA Tour, The Moment J.R. won his first NBA Championship, playing with Ray Allen, The Cavaliers being down 3-1 in the NBA Finals, Ryder Cup, chemistry & energy in golf, seeing Randy Smith at 13 & more. This is the golf talk the world has been waiting for! Presented by: https://www.theglengrant.com/ Par 3 Podcast Merchandise is available for Purchase at: https://www.par3podcast.com/ Made possible by DBPodcasts https://www.DBPodcasts.com Visit https://www.MalbonGolf.com Follow @stephenmalbon, @teamswish, @par3podcast on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

“Stay authentic to your path.” - Jill NowackiThank you for tuning in to episode 200 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com.My guest on today's show is Jill Nowacki, President and CEO of Humanidei. As we celebrate our milestone of 200 episodes, Jill and I reflect on 2024 (and her becoming co-host in 2025). We discuss the changing human expectations, pace of change, and transformational change within credit unions in 2024. As we look to the future, we explore the critical role vision plays in strategic planning.During our conversation, Jill discusses how the shifting dynamics of the workforce are increasingly shaped by the need to prioritize human expectations. She talks about the common traits among thriving credit unions and what makes a resilient leadership team. Jill advises listeners to take a moment to celebrate the wins and lessons learned in 2024.As we wrap up the show, Jill talks about becoming the co-host of the podcast, the topics she's looking forward to discussing, and her dream guest for the podcast. She also talks about her favorite Christmas movie and who she thinks about when she hears the word “success”.With Jill joining next season as co-host, we welcome fresh energy and insightful dialogues, so here's to what lies ahead. Enjoy my latest conversation with Jill Nowacki!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyBooks mentioned on The CUInsight Experience podcast: Book List How to find Jill:Jill Nowacki, President and CEO of Humanideihumanidei.comJill: LinkedInHumanidei: LinkedIn | Facebook | Instagram | X

Pat Zingarella is the CEO of Invest Clearly, a GP review site and directory. The mission of Invest Clearly is to empower LP's to make informed decisions by hosting unbiased reviews of passive investment sponsors from verified experienced investors. They also help Sponsors build trust with new investors through transparency. Prior to Invest Clearly Pat worked as an Account Executive for a $5B research and advisory company where he would provide go-to-market and growth support to start-up companies, ran his own sales consultancy, and personally invests in residential and commercial real estate. Visit https://investclearly.com/ to research sponsors or to claim your profile as a sponsor now. Chapters 00:00 Market Conditions and Passive Investing Opportunities 02:53 Pat Zingarella's Journey into Real Estate 06:53 The Need for Transparency in Investment Reviews 12:01 Building Trust Between LPs and GPs 18:17 Engaging with the Invest Clearly Platform 20:27 The Role of Reviews in Passive Investing 25:02 Future of Invest Clearly and Community Building 27:41 Mindset and Educational Resources for Investors 30:58 Due Diligence Advice for Passive Investors 32:51 Personal Insights and Future Aspirations Summary In this episode of the Gentle Art of Crushing It podcast, host Randy Smith speaks with Pat Zingarella, CEO of Invest Clearly, about the current market conditions affecting passive investors and the importance of transparency in investment reviews. Pat shares his journey into real estate, the challenges faced by both limited partners (LPs) and general partners (GPs), and how Invest Clearly aims to create a safer ecosystem for investors through verified reviews. The conversation also touches on the significance of community engagement, mindset resources, and due diligence in passive investing. RANDY SMITH Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

In this Topical Tuesday episode, I spoke with Randy Smith, who is the Founder of Impact Equity, where he helps investors to achieve strong results through passive real estate strategies. Since 2022, he has guided over 100 investors in placing almost $13 million in equity across 17 opportunities. With 25 passive investments and 25 years in corporate leadership, he brings deep expertise in identifying and managing successful real estate deals. Be sure to tune in if you're interested in learning about: Why flexibility in investment criteria is essential for success in today's real estate market. The evolution of vertical integration vs. third-party property management strategies. Effective capital-raising tactics, including leveraging podcasts and joining the right communities. Valuable lessons from Randy's journey, including the importance of starting early, building strong partnerships, and investing in scalable tools. To your success, Tyler Lyons Resources mentioned in the episode: Randy Smith Website LinkedIn Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre

Sean is the founder of Maven Cost Seg. As a real estate investor and a registered CPA, Sean understands the tax benefits of cost segregation studies. Sean started his real estate journey by investing in small multi-family properties before launching a commercial real estate syndication company, Maven Equities. Sean continues to manage his own portfolio of residential rental properties while also investing in and developing self-storage facilities. Sean is a registered CPA with a background in public accounting, tax, and private equity. Go to http://www.mavencostseg.com/randy to get 10% off your cost segregation study from Maven Cost Seg or mention the Gentle Art of Crushing It podcast if you reach out to Sean directly. Chapters 00:00 Introduction and Market Overview 06:00 The Mechanics of Cost Segregation Studies 12:03 Cost Segregation Process Explained 17:58 Cost Segregation Costs and Considerations 23:51 Final Thoughts and Advice 29:03 Leveraging Short-Term Rentals for Tax Benefits 35:28 Navigating Cost Segregation and Tax Professionals 43:50 Personal Insights and Future Aspirations RANDY SMITH Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor Summary In this episode of the Gentle Art of Crushing It podcast, host Randy Smith welcomes back Sean Graham, founder of Maven Cost Seg and Maven Equities. They discuss the current market conditions for passive investors, the intricacies of cost segregation studies, and the potential tax benefits associated with real estate investments. Sean explains how cost segregation can accelerate depreciation, allowing investors to reduce their taxable income significantly. The conversation also covers the process of conducting a cost segregation study, the costs involved, and the implications of tax recapture. Overall, the episode provides valuable insights for both new and experienced investors looking to optimize their tax strategies in real estate. In this conversation, Sean Graham and Randy Smith delve into the intricacies of real estate investing, focusing on tax strategies, depreciation, and the benefits of short-term rentals. They discuss how to leverage passive losses, the importance of working with knowledgeable tax professionals, and provide valuable insights for new investors. The discussion also touches on personal experiences and recommendations for educational resources in the realm of passive investing.

Explore the realm of passive real estate investing with Randy Smith as he shares his evolution from managing single-family rentals to excelling in multifamily syndications. Learn the strategies that allow investors to enjoy significant returns without the daily grind of property management. Dive into this episode to uncover how you can maximize your investment potential effortlessly. Key Takeaways To Listen For Amazing benefits of passive investing over active management Reasons why diversification is vital in passive real estate investments Effective ways to identify and vet real estate operators The potential of debt funds as a safe investment vehicle Current market trends and opportunities in real estate Resources/Links Mentioned In This Episode Who Not How by  Dan Sullivan and Benjamin Hardy | Kindle, Hardcover, and Paperback   Sign up for Impact Equity's monthly newsletter and receive a FREE download of The Impact Investor's Guide: 100 Questions for Evaluating Passive Investment Opportunities. Get started at https://www.impactequity.net/ today! About Randy Smith Randy Smith is the Founder of Impact Equity, which was formed to help investors achieve strong results in their passive real estate investing strategies. Randy and Impact Equity have helped more than 100+ investors place over $7.3MM+ across three operators and 15 different opportunities since launching in June 2022.   Randy started his real estate investing career doing out-of-state, single-family, long-term rentals, and he quickly realized the many additional benefits he could receive by switching his strategy to passively investing in multifamily syndications. Randy has now invested in 25 different passive investments with 11 different operators, which gives him the unique knowledge and expertise to recognize a strong passive opportunity. Connect with Randy Website: Impact Equity LLC LinkedIn: Randy Smith Podcast: The Gentle Art of Crushing It!: Apple Podcasts | Spotify Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/. Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

“Our job is to encourage credit unions to reach underserved markets and show them how it can be a huge growth strategy.” - Cathie MahonThank you for tuning in to episode 199 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Humanidei. Humanidei helps credit unions build inclusive cultures that attract, develop, and retain talent.My guest on today's show is Cathie Mahon, President and CEO at Inclusiv. Cathie ​​shares her career journey in credit unions that began over 30 years ago. She is deeply rooted in her passion for organizing and empowering underserved communities. From her early days as an intern during a pivotal time in Los Angeles to her leadership role in New York City's Office of Financial Empowerment, Cathie has been on a mission to ensure financial inclusion for all.During our conversation, Cathie discusses her experience at the SACCA Congress in Kenya, exploring the global cooperative movement and the significant lessons we can learn from African SACCOs. We discuss the challenges and opportunities within the credit union industry, particularly the role of “hyper-local” credit unions making substantial community impacts. Cathie also mentions the Clean Communities Investment Accelerator and its goal to provide funds to community lenders—helping them lend to clean energy projects in low-income communities.As we wrap up the show, Cathie shares how she balances work and her personal life, some book recommendations, and the best advice she received. Enjoy my conversation with Cathie Mahon!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Cathie:Cathie Mahon, President and CEO at Inclusivinclusiv.orgCathie: LinkedInInclusiv: LinkedIn | Facebook | X

Alvin Uy is a self-made high networth entrepreneur and an active investor from Los Angeles, CA.  Alvin utilized several unfavorable life events as opportunities for growth. Being a first-generation immigrant and a college dropout challenged him to explore his untapped potential. His entrepreneurial spirit, drive to push past limits, and love of design and innovation are key factors contributing to his success. Being a solutions-based critical and creative thinker has helped him challenge limiting beliefs to build multiple successful businesses.  In 2013, Alvin designed and developed SoapSox (www.soapsoxkids.com), the first of its kind children's bath product. SoapSox's appearance on ABC's Shark Tank in 2014 surprised both the sharks and viewers by walking away from 3 sharks offering a $1M buyout. Alvin proved the sharks wrong by successfully launching into several markets, becoming a product sold globally in mass-market retailers, and winning an award for innovation.  While concurrently mastering his craft as a product developer, Alvin spent 19 years pursuing his true passion: Real Estate. In addition, he spent over a decade honing his skills in value-add investments, property management, construction, rehabbing distressed homes, fix and flip, and creative financing. As a result, Alvin owns multiple properties in Los Angeles and has recently expanded his multi-family portfolio to include other states. Alvin has pivoted to using his many talents and skillset to tackle the housing crisis that's been facing Southern California. Alvin has been focusing SB9 and the production of ADUs these last few years. As a husband, a father to two young boys, an older brother to four siblings, and a friend to many, Alvin has not lost sight of the importance of sharing his wealth of knowledge to those around him. Coming from humble beginnings has inspired his mission to help others exceed expectations and meet a higher degree of personal excellence. Chapters 00:00 Introduction to Alvin Uy and Market Insights 02:58 Alvin's Journey: From Immigrant to Entrepreneur 06:01 The Shift from Engineering to Creative Pursuits 09:00 Building a Career in Marketing and Product Development 12:05 The Shark Tank Experience and Product Launch 14:57 Real Estate Journey: Early Investments and Lessons Learned 18:08 Transitioning to Real Estate and Financial Freedom 20:45 Navigating the Real Estate Market and Strategies 23:58 Using Other People's Money and Future Plans 27:45 The Importance of Exit Strategies 28:15 Real Estate Strategies and Shifts 29:43 Leveraging Hard Money for Growth 31:00 Rethinking Unit Counts in Real Estate 32:24 Real Estate as a Product 34:20 Innovative Housing Solutions 36:30 Understanding Accessory Dwelling Units (ADUs) 39:04 Building Value in California Real Estate 41:51 Navigating New Investment Opportunities 44:16 Key Advice for New Passive Investors 49:32 Due Diligence in Passive Investing 54:14 Legacy and Education for Future Generations RANDY SMITH Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

Eric Burns is a Cincinnati-based entrepreneur. His journey has taken him from being a finance major to a Cincinnati Firefighter to a residential real estate investor and flipper to finally landing in commercial real estate. He values his journey and believes in the entrepreneurial spirit. His message to fellow entrepreneurs is simple, STOP TRADING YOUR TIME FOR MONEY and LIVE LIFE BULLISH. Like many, Eric started his real estate investment career in the residential space and expanded into the commercial arena. His first property was a student housing rental in 2016, while he was still active with the Cincinnati Fire Department. Later, he expanded into renovations, and eventually, after many years of growth, education, and “failing forward”, Eric found himself in the commercial space.Eric's story is similar to many entrepreneurs' as he has navigated ups and downs with successes and failures in his entrepreneurial journey. As it turns out, it was during a less-than-ideal renovation when he realized, after years spent starting side hustles and residential real estate, that he was still only trading his time for money! As a believer in financial freedom, Eric leaned into commercial real estate and found a path to lead him to that destination. To that end, Flowers Capital reflects Eric's fundamental philosophies of sourcing and funding deals. Priorities include, firstly, the preservation and growth of investor capital. As a strong proponent of multiple, passive sources of income and protecting the commodity of time, he believes financial freedom is achievable through commercial real estate investment. Flowers Capital is fully intent on achieving those goals for its investors. Eric considers himself a life-long learner. He believes in the entrepreneurial spirit and understands the realities of that life path. His greatest strengths include curiosity, personal accountability, and resilience. Real estate investing is truly a labor of love for Eric, but he also thoroughly enjoys fly fishing, traveling, and his Labrador Retriever, Baron. Summary In this episode of the Gentle Art of Crushing It podcast, host Randy Smith interviews Eric Burns, founder of Flowers Capital. They discuss the current market conditions for passive investors, Eric's journey from active real estate investing to capital raising, and the importance of due diligence in selecting deals. Eric shares insights on navigating market cycles, building relationships with operators, and the significance of believing in the deals presented to investors. The conversation emphasizes the goal of achieving financial freedom through passive income and the evolving strategies in the real estate investment landscape. Chapters 00:00 Introduction to Passive Investing and Market Conditions 02:59 Eric Burns' Journey to Capital Raising 05:59 The Transition from Active to Passive Investing 08:49 Understanding Capital Raising and Deal Structuring 12:03 The Importance of Due Diligence in Investments 15:00 Navigating Market Cycles and Operator Relationships 17:47 Future Goals and Strategies for Financial Freedom RANDY SMITH Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

“A good leader will create conversation by being honest about what they believe, even if they know people will disagree with it.” - Sekou BermissThank you for tuning in to episode 198 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Humanidei. Humanidei helps credit unions build inclusive cultures that attract, develop, and retain talent.My guest on today's show is Sekou Bermiss, Associate Professor of Strategy and Entrepreneurship at the Kenan-Flagler Business School on the campus of the University of North Carolina at Chapel Hill. Sekou is also the next keynote speaker for the upcoming CUInsight Mini-Con: Winter Event. He shares some compelling insights about his journey from a chemical engineer to a well-respected strategist and academic. His unique perspective offers listeners a look into the complex challenges and opportunities facing the credit union industry today.During our conversation, we discuss the talent shortage, particularly in IT, with Sekou emphasizing how credit unions can appeal to younger generations who are drawn to social responsibility. Sekou explains the significance of being resilient and adaptable in today's environment, and talks about the common traits in organizations that do that well. Listen as Sekou explains how credit unions can foster resilience and innovation by creating a culture that encourages experimentation—allowing them to remain relevant and thrive amidst constant change.As we wrap up the show, Sekou talks about trying new things to stay relevant, he lists his current favorite reads and shares his all-time favorite albums. Enjoy our conversation and don't forget to register for the CUInsight Mini-Con: Winter Event to hear more from Sekou Bermiss!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Sekou:Sekou Bermiss, Associate Professor at University of North Carolina at Chapel Hill, Kenan-Flagler Business Schoolkenan-flagler.unc.eduSekou: LinkedIn | InstagramUniversity of North Carolina at Chapel Hill: LinkedIn | Facebook | Instagram | TikTok | YouTube

Steve has been back on the road again and getting to the woods with longtime friend Randy Smith of Lone Pine Kennels.  In between hunts Steve and Randy sat down to recap the week's events and talk some Lone Pine walker dogs.We would like to thank those who support this podcast.  Special thanks to Alpha Dog Nutrition and Double U Hunting Supply for sponsoring this episode.  Want to learn more about Alpha Dog Nutrition? Check out the links belowhttps://www.dusupply.com/alphadogwww.dusupply.comhttps://alphadognutrition.com/ 

In this episode, Steve records with Randy Smith of the famed Lone Pine Kennels in Kittanning, Pennsylvania, renown producers of world class Treeing Walkers  Steve recently spent seven nights hunting with Randy.   Randy's son Troy and video and podcast content producer Clayton Stark of Stark Outdoors joined Steve and Randy on some of the hunts.In what could also be described as “A Trip To The Lone Pine Museum” Steve questions Randy about several of the photos and paintings found hanging in the guest quarters and the answers are a walk through the annals of Lone Pine history. This episode is the next best thing to driving to western Pennsylvania and hunting with the Lone Pine hounds in person.  Enjoy.  We would like to thank those who support this podcast. Special thanks to Alpha Dog Nutrition and Double U Hunting Supply for sponsoring this episode. Want to learn more about Alpha Dog Nutrition? Check out the links belowhttps://www.dusupply.com/alphadogwww.dusupply.comhttps://alphadognutrition.com/ https://www.youtube.com/@DoubleUHuntingSupply/podcasts

Steve has been back on the road again and getting to the woods with longtime friend Randy Smith of Lone Pine Kennels.  In between hunts Steve and Randy sat down to recap the week's events and talk some Lone Pine walker dogs.We would like to thank those who support this podcast.  Special thanks to Alpha Dog Nutrition and Double U Hunting Supply for sponsoring this episode.  Want to learn more about Alpha Dog Nutrition? Check out the links belowhttps://www.dusupply.com/alphadogwww.dusupply.comhttps://alphadognutrition.com/