Podcasts about real asset investor

We're joined by Dave Zook, CEO of The Real Asset Investor, to share how he builds cash-flowing, tax-advantaged portfolios—even in uncertain markets. Learn how to diversify beyond Wall Street and grow your equity with real assets.Don't miss this insider look from one of real estate's top pros. Plus, check out Brent's  TTP Training Program for more winning strategies.---------Show notes:(1:04) Beginning of today's episode(7:59) It's important to teach your kids early. Give them opportunities and don't directly spoon-feed them with money.(9:09) Forget the mistake. Remember the lesson(11:39) There's always somebody successful who's open to sharing and is willing to help you in your journey(16:05) You've got to make sure that your market is solid and sustainable(25:46) You start with an asset and make sure it makes sense from a business perspective(27:48) How to protect yourself from tax problems----------Resources:Rich Dad Poor Dad by Robert KiyosakiThink and Grow Rich by Napoleon HillConnect with Dave at : http://therealassetinvestor.com To speak with Brent or one of our other expert coaches call (281) 835-4201 or schedule your free discovery call here to learn about our mentorship programs and become part of the TribeGo to Wholesalingincgroup.com to become part of one of the fastest growing Facebook communities in the Wholesaling space. Get all of your burning Wholesaling questions answered, gain access to JV partnerships, and connect with other "success minded" Rhinos in the community.It's 100% free to join. The opportunities in this community are endless, what are you waiting for?

Dave Zook and his team at The Real Asset Investor specialize in a variety of asset classes including ATM machines, Car Washes, Energy, Self-Storage and a number of others. In fact, he and his team are one of the Top 4 ATM Fund Operators in the US. Dave is a sought-after speaker and has shared his knowledge across various media platforms such as The International Business Conference, The Real Estate Guys Radio Show, Cashflow Ninja and many others. Additionally, Dave is also a fellow Pennsylvanian and lives in Lancaster PA with his wife and 4 daughters.    Quote:  “If you focus on your operations and you've got stuff in your portfolio that needs stabilized, you've got stuff that needs “buttoned-up,” button that stuff up tight. The better you're running your ship, the better your chance is that a bank is going to look at you and say, “yep, we'll do the next deal with you.”  Highlights: 2:55: Learn about Dave's Background 8:45: What Dave's Business Looks like Today Compared To 6-12 Months Ago 15:00: Advice on Finding Lenders - Strategies on How To Secure Relationships w/ Banks & Lenders 26:45: What Was The Transition From a “Sub Par" To a Quality Wash From a Car Wash? 29:09: ATMs Today & What We Can Expect From Them In The Future   Guest Website: therealassetinvestor.com    Recommended Resources: Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.  Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.  Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast. Learn more about Kevin's investment company and opportunities for Lifetime Cashflow at sunrisecapitalinvestors.com.

Investing might sound like one of the scariest parts of managing your finances if it's your first time, but it's also potentially the most rewarding. It is one of the best ways to become financially free over time. A savings account just won't build wealth.So, where should you start? Today's conversation with Dave Zook will give you some insights and inspire you to explore the world of investing in real assets. Top three things you will learn: -What is a real asset, and what makes it a good investment?-The number one mistake that new investors make-How to account for black swan events as you perform your due diligenceAbout Our Guest:Dave Zook is a successful business owner, syndicator, and investment and tax strategist. He founded The Real Asset Investor in 2015 after growing a handful of successful businesses. Dave helps others through education and offering investments to help them achieve their financial goals.Connect with Dave Zook:-Email - info@TheRealAssetInvestor.comWealth Without Wall Street New Book:https://go.wealthwithoutwallstreet.com/newbookFree IBCA or Financial Freedom Discovery Calls:https://www.wealthwithoutwallstreet.com/freecallJoin Our Next Inner Circle Live Event:https://go.wealthwithoutwallstreet.com/inner-circle-livePromo Code: PODCASTApply to Join the Passive Income Mastermind:https://wealthwithoutwallstreet.com/wwws-passive-income-mastermindJoin the Community:https://wealthwithoutwallstreet.com/communityTurn Active Income Into Passive Income:https://go.wealthwithoutwallstreet.com/pios Take the Financial Freedom Analyzer:https://wealthwithoutwallstreet.com/quizDiscover Your Path to Financial Freedom: https://wealthwithoutwallstreet.com/passportKnow Your Investor DNA:https://go.wealthwithoutwallstreet.com/investordnaInvest with The Land Geek:https://thelandgeek.com/Invest with Your Friends and Family:https://tribevest.com/wwws—

Welcome to Multifamily Live! This event is a must-attend for anyone interested in passive real estate investing, with a special focus on acquiring and managing cash flow positive apartment buildings. Whether you're just starting out or you're a seasoned investor looking to expand your portfolio, this event promises invaluable insights into the multifaceted world of commercial real estate.Main Themes:Passive Real Estate Investing: Dive deep into the strategies that can help you generate income through apartment buildings without the day-to-day hassles of active management.Acquisition to Asset Management: Explore the entire lifecycle of a real estate investment, from scouting and acquiring properties to effectively managing assets for maximum profitability.Special Feature on Dave Zook: Learn from the journey of Dave Zook, the founder of The Real Asset Investor, renowned for his expertise in tax reduction strategies and his diverse investment portfolio, including ATMs, self-storage, and car washes. Discover how he aims to become the largest Tommy's Express car wash franchisee in the country by year's end.Tax Efficiency in Investments: Uncover the pivotal role of tax considerations in investment decisions, inspired by the personal journey of Dave Zook. Understand how seeking tax efficiency, influenced by mentors like Robert Kiyosaki and CPA Tom Wheelwright, can significantly impact your business growth and investment strategy.Event Highlights:Keynote Speech by Dave Zook: Gain insights into the successes and challenges faced by Dave Zook as he expanded his investment horizon. Learn how tax efficiency strategies propelled his journey from investing in ATMs and self-storage to venturing into the car wash industry and beyond.Panel Discussions: Engage with seasoned investors and industry experts as they discuss the nuances of commercial real estate investment, from acquisition strategies to overcoming common pitfalls in asset management.Interactive Workshops: Participate in workshops designed to equip you with practical tools and knowledge to identify lucrative investment opportunities, analyze potential returns, and manage investments for sustained cash flow.Networking Opportunities: Connect with fellow investors, experts, and service providers in the virtual networking sessions. Share experiences, seek advice, and build relationships that could shape your investment journey.Who Should Attend:New Investors: If you're looking to get started in real estate investment, this event will provide you with a solid foundation and the confidence to make your first investment.Seasoned Investors: For those already experienced in the field, Multifamily Live offers advanced strategies, networking, and insights into diversifying and optimizing your investment portfolio.Real Estate Professionals: Agents, brokers, and property managers can benefit from understanding the investor perspective and the latest trends in passive real estate investment.Join us at Multifamily Live to unlock the secrets of successful real estate investing, leverage tax efficiency, and propel your investment portfolio to new heights. Don't miss this opportunity to learn from the best in the business and connect with a community of like-minded investors. Register now for an event that could redefine your investment strategy and help you achieve your financial goals.Connect with Dave Zook:dave@therealassetinvestor.comhttps://www.linkedin.com/in/dave-zook-63765a15https://therealassetinvestor.com

Today's episode is the next in our series on tax incentives for real estate investors and my guest, Dave Zook of the Real Asset Investor is a true master of the art of minimizing taxes while maximizing passive income streams. His career started investing in multifamily real estate, but he has successfully migrated into other tax efficient asset classes. You're going to hear from Dave his personal experiences of how high-income earners can develop programs for themselves for investing and living life tax efficiently. Dave describes the specific investments he makes personally and, without making any recommendations (of course) he also provides direct access to resources for how you can research and do the same yourself. Specifically, Dave talks about the tax and income benefits of investing in multifamily real estate, car-washes, ATM machines, self-storage, gas and oil, and other asset classes you may have never thought about before or imagined were within your reach. Dave's approach stresses the significance of picking the right types of investments and collaborating with top-notch professionals for managing these investments effectively. Join me as Dave Zook lays out his blueprint for strategic investment—emphasizing tax smarts, diversifying assets wisely, and the essential practice of teaming up with the industry's best. **** In this brand new podcast series at GowerCrowd, The Real Estate Reality Show, we take a realistic view of commercial real estate investing, providing pragmatic insights for passive investors who are looking for sponsors they can trust and distressed opportunities they can invest in. You'll find no quick fixes or easy money ideas here, no sales pitches, big egos or hype. You'll learn how to build your wealth while protecting your capital investing as a limited partner in commercial real estate investments, even and especially during an economic downturn. Subscribe to our free newsletter here. 

In this episode, John Baker shares his tips and strategies for getting wealthy with real estate investing. He discusses the importance of prudently leveraging real estate and explains the tax benefits of investing in real estate. John also shares his personal experiences and wealth-building strategies, including investing in ATM funds and using retirement accounts for real estate investing. He emphasizes the importance of passive income and cash flow and provides advice on working with turnkey providers and building a team. He also discusses the importance of family and the shift in priorities that can occur after a life-changing event. John concludes with closing thoughts and advice for those looking to get started in real estate investing. Resources John's Free Book PDF Version “There is A Raccoon on my Leg, A Journey to Discover the 30 Rules of Real Estate” https://members.wvmls.com/content/Raccoon_John_Baker.pdf  Rich Dad, Poor Dad by Robert Kiyosaki The Cashflow Quadrant by Robert Kiyosaki Tax Relief for American Families and Workers Act of 2024 Get Rich Education https://getricheducation.com ATM Investing, Dave Zook, The Real Asset Investor https://therealassetinvestor.com  Rental Property Calculatorhttps://www.calculator.net/rental-property-calculator.html  Tax Reform Act of 2017 Bonus Depreciationhttps://www.bing.com/search?q=tax+reform+act+of+2017+bonus+depreciation&qs=NWU&pq=tax+reform+act+of+2017+bonus&sk=NW_XFC1NW4NWU1&sc=10-28&cvid=D640A57229844266AF345EDB53E6FE6E&FORM=QBLH&sp=7&ghc=1&lq=0  QRP-Qualified Retirement PlaneQRP Damion Lupo https://eqrp.com/founder/

Are you worried about losing most of what you're making in cash flow-generating investments? Dave Zook is on the show to walk us through four of his preferred non-traditional asset classes to dive into and why you should always consider tax efficiency. Don't miss out on this episode so you can start your investor journey savvier!      Key takeaways to listen for: An unconventional path to invest and build wealth Investing in ATMs vs. self-storage facilities Various attractive qualities of the oil and gas industry How Dave's real estate ventures support his local community  The value of aligning your investment behavior with tax-efficient strategies     Resources: How to Build Massive Wealth & Pay No Taxes…Legally! - Robert Kiyosaki Tommy's Express Car Wash Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Audiobook, and Paperback The Great Reset by Alex Jones | Kindle, Audiobook, and Hardcover Am I Being Too Subtle? by Sam Zell | Kindle, Audiobook, and Hardcover     About Dave Zook Dave is a successful business owner, syndicator, and investment and tax strategist. Dave and his team at The Real Asset Investor have placed over $900M across various asset classes, offering investors cash flow, tax impact, and equity growth. These asset classes include ATMs, car washes, energy, self-storage, and more. Dave and his team are one of the Top 4 ATM Fund Operators in the USA. Dave was an early investor in Bitcoin and digital assets, and he held an advisory role at Off the Chain Capital, one of the top-performing digital assets funds in the world for the last 5 years.   Dave is a sought-after speaker and has shared his knowledge across various media platforms, such as The International Business Conference, The Real Estate Guys Radio Show, Cashflow Ninja, and many others. Dave, his wife, Susan, and their 4 children live in Lancaster, PA.     Connect with Dave  Website: The Real Asset Investor  Facebook: Dave Zook Instagram: @zook.dave Email: info@therealassetinvestor.com     CONNECT WITH US Are you looking for the easiest way to grow your passive real estate portfolio? Visit Great Venture Capital to join our Investor Club today!     Follow Our Social Media Pages Facebook: Great Venture Capital LinkedIn: Great Venture Capital Connect on LinkedIn: Justin Dixon Email: Justin@GreatVentureCapital.com

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode. Today, we bring together three experts in real estate and alternative assets: Paul Moore, Dave Zook, and Michael Flight. Paul Moore, an author, BiggerPockets expert, and Founder/Managing Partner of Wellings Capital, shares his insights. With an engineering degree and an MBA from Ohio State, Paul co-founded and strategically sold a staffing firm. In 1999, he shifted to real estate, accumulating over 85 investments and exits. His journey includes appearances on HGTV's House Hunters and roles in property management, contributing notably to the development of a Hyatt hotel and a thriving multifamily project. Dave Zook, Founder & CEO at The Real Asset Investors and Owner at Horizon Structures, is a successful business owner and investment strategist. He has placed over $800 million across various asset classes, including ATMs, car washes, energy, and self-storage. As a top 5 ATM fund operator and early investor in Bitcoin and digital assets, Dave is an expert in tax strategy and investments. He founded The Real Asset Investor in 2015, becoming a sought-after speaker sharing his knowledge on various media platforms. Michael Flight, a founding principal of Concordia Realty Corporation and CEO of Liberty Real Estate Fund, is a real estate entrepreneur and Blockchain Real Estate evangelist. With a career starting in 1985, Michael is an expert in retail real estate, redevelopment, real estate tokenization, and blockchain applications. He has partnered with major banks, insurance companies, hedge funds, and institutional investors in successful projects. Michael has been featured on CNBC Arabia, CEO Magazine, and quoted in financial publications. In this episode, our guests discuss alternative asset classes for real estate investing, navigating a tightening real estate market, preservation of capital, changing markets, retail investment in the digital age, and investing in preferred equity, retail, art royalties, and ATM machines. The conversation also covers tax planning strategies, the tax benefits of owning land and real estate, and a deep dive into the risks and opportunities of real estate investment. Tune in now for an insightful exploration of net lease investing and tokenization in the ever-evolving landscape of real estate and alternative assets! ANCHOR TIMESTAMPS 01:46 - Guest Introduction: Paul Moore, Dave Zook, and Michael Flight 02:45 - Alternative asset classes for real estate investing 05:02 - Navigating a Tightening Real Estate Market 09:59 - Investing in Real Estate: Preservation of Capital 15:01 - Navigating changing markets 19:57 - Investing in Retail in the Digital Age 24:55 - Investing in asset classes and preferred equity 30:01 - Investing in Preferred Equity, Retail, and Art Royalties 35:02 - Investing in Art and ATM Machines 39:54 - Tax Planning Strategies 44:57 - Tax benefits of owning land and real estate 49:59 - Investing in Real Estate: Risks and Opportunities 55:00 - Net lease investing and tokenization Connecting with the Guest: Paul Moore Website: https://www.wellingscapital.com/ Linkedin: https://www.linkedin.com/in/paul-moore-3255924/ Facebook: https://www.facebook.com/wellingscapital Instagram: https://www.instagram.com/paulmooreinvest/?hl=en Dave Zook Website: https://www.therealassetinvestor.com/ Linkedin: https://www.linkedin.com/in/dave-zook-63765a15 Instagram: https://www.instagram.com/zook.dave/ Michael Flight Website: https://libertyfund.io/ Podcast: https://www.triplenet.re/ LinkedIn: https://www.linkedin.com/in/michael-flight/ Instagram: https://www.instagram.com/mjflight1/ BiggerPockets: https://www.biggerpockets.com/users/michaelflight Blockchain Real Estate 2022: https://libertyfund.io/tokenization-and-blockchain-investing-in-real-estate/ #RealEstate #AlternativeAssets #InvestmentStrategies

Dave Zook and his team at The Real Asset Investor specialize in a variety of asset classes including ATM machines, Car Washes, Energy, Self-Storage and a number of others. In fact, he and his team are one of the Top 4 ATM Fund Operators in the US. Dave is a sought-after speaker and has shared his knowledge across various media platforms such as The International Business Conference, The Real Estate Guys Radio Show, Cashflow Ninja and many others. Additionally, Dave is also a fellow Pennsylvanian and lives in Lancaster PA with his wife and 4 daughters.    Quote:  “If you focus on your operations and you've got stuff in your portfolio that needs stabilized, you've got stuff that needs “buttoned-up,” button that stuff up tight. The better you're running your ship, the better your chance is that a bank is going to look at you and say, “yep, we'll do the next deal with you.”   Highlights:   2:55: Learn about Dave's background   8:45: What Dave's business looks like today compared to 6-12 months ago   15:00: Advice on finding lenders - Dave's strategy on how to secure relationships with banks and other lenders   26:45: What was the transition from a “sub par" to a quality wash from a car wash?   29:09: Talking about ATMs today and what we can expect from them in the future   Guest Website: therealassetinvestor.com   Recommended Resources: Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.  Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.  Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast. Learn more about Kevin's investment company and opportunities for Lifetime Cashflow at sunrisecapitalinvestors.com.

Dave and his team at The Real Asset Investor have placed more than $800 million across various asset classes which offer Cash Flow, Tax Impact and Equity Growth for investors. These asset classes include ATMs, Car Washes, Energy, Self-Storage and more. He and his team are one of the Top 5 ATM Fund Operators in the country. Dave was an early investor in Bitcoin and Digital Assets, and he holds an advisory role at Off the Chain Capital, one of the top performing funds in the world for the last 5 years. Learn More About Dave Here: The Real Asset Investor - https://therealassetinvestor.com/ Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/  

Owning a car wash can be a lucrative investment opportunity. In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Dave Zook, founder of The Real Asset Investor. Together they discuss the booming car wash industry. If you're interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com. Subscribe to our YouTube channel and join our growing community for new videos every week. Learn more about Advanta IRA: https://www.AdvantaIRA.com/ Learn more about guest speaker Dave Zook: https://therealassetinvestor.com/our-team/ The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

Today, we're exploring the wealth-building potential of ATM investing with Dave Zook. Watch until the end of the episode to hear how you can leverage the passive earning power of ATMs, plus their potential risks and returns. Dial in now to build a solid financial foundation!Key Takeaways to Listen forWhy ATM machines can be a lucrative investment optionThe strategy behind ATM deployment and acquisitionsKey elements that'll maximize returns in ATM investingInvesting in ATMs: Potential risks, expenses, and returnsFactors that could affect ATM usage and investor returnsResources Mentioned in This EpisodeFree Apartment Syndication Due Diligence Checklist for Passive Investor About Dave ZookDave founded The Real Asset Investor in 2015 after growing a handful of successful businesses which resulted in significant tax liabilities. Dave is a successful business owner, syndicator, and investment tax strategist. Dave and his team at The Real Asset Investor have placed more than $800M across various asset classes, which offer cash flow, tax impact, and equity growth for investors. These asset classes include ATMs, car washes, energy, self-storage, and more. He and his team are one of the Top 5 ATM Fund Operators in the country. Connect with DaveWebsite: The Real Asset Investor Email: info@therealassetinvestor.comTo Connect With UsPlease visit our website: www.bonavestcapital.com, and please click here, to leave a rating and review!SponsorsGrow Your Show, LLCThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams

ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth.*********************************************************************************MEET THE HOSTDave Zook, Found and CEO, The Real Asset Investor. Dave Zook is a successful business owner and an experienced real estate investor active in Multi-Family Apartments, Self-storage, and ATM space.Dave has acquired more than $100 million worth of real estate since 2010. At the time of this writing, he and his investors own approximately 3000 Multi-family Apartment units.Together with his business partner, Dave is a renowned and trusted professional resource in the Automatic Teller Machine (ATM) investment market where they have deployed more than $90 million of investor capital and are heavily invested personally in the ATM space.*********************************************************************************KEY TAKEAWAYSLooking to diversify into asset classes that hedge inflation? Dave Zook discusses his favorite four asset classes and how they stack up in comparison. Discover the benefits of each including cashflow potential, depreciation, ROI on exit, and tax implications.ATMsStorage UnitsCar WashesNatural Gas / OilReady to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains our top 8 video Masterclasses and ebooks.*********************************************************************************FACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/

Join us as we explore the strategies and insights that will empower you to thrive in the multifamily investment realm. And get ready to unlock the keys to success alongside Pancham Gupta, a renowned authority in the field.   Tune in now and elevate your multifamily investment game to new heights!  EPISODE HIGHLIGHTS:     Phases of the Multifamily Investment Cycle  Creating a Scalable Operating System for Your Business  Key Insights to Help Improve Business Efficiency  Pancham Gupta is a Real Asset Investor, Syndicator, and Engineer, holding a key role as Principal at Mesos Capital LLC. As a leading privately held multifamily investment firm, Mesos Capital manages an impressive asset portfolio of over $250,000,000. The firm's primary focus revolves around acquiring and managing multifamily properties that present opportunities for value enhancement. Targeting major metropolitan statistical areas (MSAs) characterized by consistent rent growth, low vacancy rates, and a thriving Real GDP, Mesos Capital leverages operational efficiencies, renovations, and strategic rebranding to optimize property performance.  In addition to his professional endeavors, Pancham Gupta is deeply passionate about empowering professionals and shares a strong belief in the potential for high-paid individuals to make their money work for them. He advocates investing in assets that generate positive cash flow and stresses diversifying beyond traditional Wall Street investments.  Connect with Pancham  LinkedIn  Website  Discover the significance of diversifying beyond Wall Street investments and unlocking your financial success. Grab your copy now!  www.TheGoldCollarInvestor.com/download  Did you enjoy today's episode?     Please click here to leave a review for The We Build Great Apartment Communities. Be sure to subscribe on your favorite podcast app to get notified when a new episode comes out!     Do you know someone who might enjoy this episode? Share this episode to inspire and empower!     Connect with John Brackett and We Build Great Apartment Communities     Instagram @webuildgreatcommunities      Facebook @buildingreatcommunities      LinkedIn @brackettjohn      Website www.fidelitybps.com     Subscribe to The We Build Great Apartment Communities     Apple Podcasts      Spotify     Do you think you would be a great fit for the show? Apply to be a guest by clicking here.     Fidelity Business Partners, Inc.     6965 El Camino Real Suite 105-190     Carlsbad, CA 92009     D: 760-301-5311     F: 760-987-6065    

Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation In today's episode, we have a panel of experts in real estate investment and alternative assets. Each of them brings a unique perspective and set of experiences to the table, and we're excited to learn from their successes and challenges in the industry! Patrick Grimes Founder of InvestonMainStreet.com, Patrick has fifteen years of experience in active real estate investment: purchasing distressed assets, renovating, and stabilizing for long-term cash flow. His portfolio includes controlling ownership over 4000 units in the emerging markets across Texas and the Southeastern United States. His focus is on acquiring amazing assets across the nation, specifically large, multifamily apartment buildings in emerging markets. This asset class has consistently yielded higher risk-adjusted returns, stabilized cash flow, and accelerated wealth building. Dave Zook Dave Zook is Founder & CEO at The Real Asset Investors / Owner at Horizon Structures. A successful business owner and investment strategist who has placed over $800 million across various asset classes for investors, including ATMs, car washes, energy, and self-storage. He is a top 5 ATM fund operator and early investor in Bitcoin and digital assets, advising at Off the Chain Capital. Dave founded The Real Asset Investor in 2015 after realizing the significant tax liabilities resulting from his successful businesses. He became an expert in tax strategy and investments, educating himself and seeking out asset classes and operators to benefit both his tax situation and wealth building. Dave is also a sought-after speaker who has shared his knowledge on various media platforms. Denis Shapiro Denis is Managing Partner at SIH Capital Group LLCDenis started investing in real estate in 2012, learning the ropes with a single-family rental in a low-income area. He diversified his portfolio over the years, investing in multi-million dollar apartment buildings, mobile home parks, and note funds. Denis co-founded an investment club in 2019 and launched SIH Capital Group, an alternative investment fund for accredited investors seeking passive income. He emphasizes partnering with experienced operators as key to success in real estate investing. Discover the top alternative assets for 2023 and the benefits of short-term investments in our latest episode. Join our expert guests for valuable insights and expand your investment portfolio today! 01:08 - Guest Introduction: Patrick Grimes, Dave Zook, and Denis Shapiro 02:58 - Why an operator should look outside traditional assets 09:41 - Is the Fed simply raising rates? 17:51 - Multifamily deals in distress 28:07 - Alternative asset classes 38:30 - Is there better protection for an investor to invest in a multi-family fund versus investing in a specific property? 45:19 - Medical office property 46:46 - Means to reduce taxable basis 51:03 - Do you need a CPA? 51:45 - Best categories for shorter duration alternatives 54:41 - Wrap up 57:05 - Outro Connecting with the Guest: Patrick Grimes Website:https://investonmainstreet.com/ Linkedin: https://www.linkedin.com/in/patricksgrimes Dave Zook Website: https://www.therealassetinvestor.com/ Linkedin: https://www.linkedin.com/in/dave-zook-63765a15 Instagram: https://www.instagram.com/zook.dave/ Denis Shapiro Website: https://sihcapitalgroup.com/ Twitter: https://twitter.com/sihcapital?lang=en Instagram: https://www.instagram.com/sihcapitalgroup/?hl=en Linkedin: https://www.linkedin.com/in/denisshapiro #alternativeinvestments #realestateinvesting #diversify

In this episode, Ryan Carriere and I are joined by The Real Asset Investor to discuss alternative investments for Tax Smart Investors. If you're looking to diversify your portfolio outside of real estate, and want to do it in a Tax Smart way, this is an episode you won't want to miss! Learn more about Dave at https://www.therealassetinvestor.com/ Learn more about Driftwood Capital: driftwoodcapital.com/cpa Claim your amazing free gift and become a Tax Smart Insider today at www.taxsmartinvestors.com/freegift Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws: www.facebook.com/groups/taxsmartinvestors For an initial consultation from Hall CPA, PLLC visit www.therealestatecpa.com/become-client Enroll in the STR Tax Course today and learn how to save 5-6 figures in taxes using the STR Loophole: courses.taxsmartinvestors.com/ Follow Brandon on Twitter: @bhallcpa Follow Thomas on Twitter: @thomascastelli_ The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

As you think about your strategies for building wealth in 2023, you might want to consider doing syndications. If you need help with how it works and why it's an excellent investment strategy, today's guest can help you. He will also share what passive income strategies will work in 2023, what asset classes he's personally considering, and a few more helpful details on navigating the world of investing. Dave is a returning guest. He was first featured in September 2020, where he talked about how ATM investing works. He is the founder and CEO of The Real Asset Investor, a company that helps bring investors higher-yield investment opportunities across several asset classes by partnering with experienced operators. Top 3 Things You'll Learn:What makes a good Operator?Why it's a good idea to invest in self-storage and car wash Creative ideas to build your wealth in 2023 About Our Guest:Dave Zook is a successful business owner and an experienced real estate investor active in multi-family apartments, self-storage, and the ATM space. He has acquired more than $100 million worth of real estate since 2010. In addition, he is a renowned and trusted professional resource in the Automatic Teller Machine (ATM) investment market where they have deployed more than $90 million of investor capital. Dave is also a #1 Best Selling Author. He lives with his wife Susan and their four children in Lancaster County, PA. Connect with Dave Zook:Email - info@therealassetinvestor.comWebsite - https://www.therealassetinvestor.com/Take Advantage of a Free Financial Strategy Call:https://go.wealthwithoutwallstreet.com/free-financial-callTurn Active Income Into Passive Income:https://go.wealthwithoutwallstreet.com/PIOSDetermine How Close You Are to Financial Freedom:https://go.wealthwithoutwallstreet.com/quiz

We sit down with Dave Zook, Founder and CEO of The Real Asset Investor, a seasoned pro in the real estate industry with over a decade of experience in successful investment ventures. In this episode, Dave will reveal his secret strategies for diversifying a real estate portfolio and generating consistent returns even during market fluctuations. Tune in to learn how to acquire cash-flowing properties, grow your equity, and benefit from tax advantages while diversifying your portfolio with assets beyond traditional financial markets. Don't miss this opportunity to gain valuable insights from one of the top players in the game! And be sure to visit Brent's TTP training program for more exciting real estate opportunities.----------Show notes:(1:04) Beginning of today's episode(7:59) It's important to teach your kids early. Give them opportunities and don't directly spoon-feed them with money.(9:09) Forget the mistake. Remember the lesson(11:39) There's always somebody successful who's  open to sharing and is willing to help you in your journey(16:05) You've got to make sure that your market is solid and sustainable(25:46) You start with an asset and make sure it makes sense from a business perspective(27:48) How to protect yourself from tax problems----------Resources: Rich Dad Poor Dad by Robert T. Kiyosaki Think and Grow Rich by Napoleon HillConnect with Dave at therealassetinvestor.com Want to learn more?  Check out our TTP training program.To speak with Brent or one of our other expert coaches call (281) 835-4201 or schedule your free discovery call here to learn about our mentorship programs and become part of the tribeGo to Wholesalingincgroup.com to become part of one of the fastest growing Facebook communities in the Wholesaling space. Get all of your burning Wholesaling questions answered, gain access to JV partnerships, and connect with other "success minded" Rhinos in the community.It's 100% free to join. The opportunities in this community are endless, what are you waiting for?

Johnny and Derek kick off the episode with New Year's updates, including a scary moment for Johnny in Kyiv. Then Johnny interviews "The Real Asset Investor" Dave Zook on his various funds and their structures for self-storage, car washes & ATMs. Dave lays out how to invest, who can invest and how to get your federal tax rate into the single digits! Then Johnny & Derek follow up on their thoughts into Dave's investing philosophy and provide an exciting new feature for ILAB Patreons.  About Dave Zook:  Dave is a successful Business owner, Syndicator and an Investment and Tax Strategist. Dave and his team at The Real Asset Investor have placed more than $800M across various asset classes which offer Cash Flow, Tax Impact and Equity Growth for investors. These asset classes include ATMs, Car Washes, Energy, Self-Storage and more. He and his team are one of the Top 5 ATM Fund Operators in the country. Dave was an early investor in Bitcoin and Digital Assets, and he holds an advisory role at Off the Chain Capital, one of the top performing funds in the world for the last 5 years. Dave is a sought-after speaker and has shared his knowledge across various media platforms such as The International Business Conference, The Real Estate Guys Radio Show, Cashflow Ninja and others. Dave and his wife Susan along with their 4 children live in Lancaster, PA. Discussed:  TheRealAssetInvestor.com Dave Zook Facebook Dave Zook Instagram Email Dave Zook's team directly at info@therealassetinvestor.com Where we are: Johnny FD – Ukraine / IG @johnnyfdj Sam Marks – Barcelona / IG @imsammarks Derek Spartz – Los Angeles / IG @DerekRadio Sponsor: Nom Nom At Nom Nom, we make food that looks like food. Tailored to your pet's exact needs and backed by years of scientific research. Get 50% off your first 2 week trial when you visit trynom.com/ilab Like these investments? Try them with these special ILAB links: ArtofFX – Start with just a $10,000 account (reduced from $25,000) Fundrise – Start with only $1,000 into their REIT funds (non-accredited investors OK)*Johnny and Sam use all of the above services personally. Time Stamp: 02:00 – Rockets over Kyiv 07:55 - About Dave Zook 11:10 - Dave Zook Interview Starts 22:35 - How Dave Pays Nearly Zero Tax 40:15 - Johnny & Derek's Thoughts on Investing with Dave  If you enjoyed this episode, do us a favor and share it! If you haven't already, please take a minute to leave us a 5-star review on Apple Podcasts and Spotify.

Must we always challenge conventional thinking? If you believe that everything can be improved, then, we must say yes to challenging conventional thinking. Because change is happening all around us all the time, we cannot always accept long-held conventions as infallible and always effective. At the very least, accepting conventional thinking and practices without question stifles creativity, innovation, and progress. This goes in other areas of our lives including our finances and investments.   Seasoned real estate investor and alternative investment syndicator-operator Dave Zook of The Real Asset Investor joins us today to spur us to think and question conventional wisdom in investing so we can transform our investments and create more value. Discover how investing in other real assets and alternative investments helps not only in diversifying portfolios but in reducing tax liabilities as well. Gain a new perspective on capital raising as well as insights on the current market and economic environment while identifying areas where you can force more value. Find out how Dave took his half-million dollars tax liability to zero in a year. Stirred your curiosity? Tune in now!   Key Points from This Episode: Dave introduces himself and shares his family background and how he started in business. Why Dave considers tax liabilities as conventional practices that can be challenged  How Dave took his tax liability from a half million dollars a year to zero by using the tax code to his advantage How investing in other real assets and alternative investments helps reduce tax liabilities  How the government rewards investors who add value to people and society What asset classes does Dave invest in to create value for society and diversify portfolio? How Dave helps income earners and investors assess their options for tax strategy and advantages Dave's strategy for finding opportunities in various real assets What advice will Dave give to his younger self at the period when he started raising capital in syndication? Dave shares his perspective and some lessons learned through years of capital raising. Dave emphasizes the importance of adopting the mindset of always challenging conventional wisdom in order to find innovative and more efficient ways of doing things and getting new outcomes. Dave's outlook on the current market and economic environment Dave's advice for investors to consider margins in their investments by identifying areas where they can force value  What does Dave consider as the biggest opportunities in the next recession? What books have made the most impact on Dave? What's the biggest way that Dave elevates his life on a daily basis? What's the biggest way that Dave elevates others around him?  Parting words of wisdom from Dave Zook   Tweetables: "You can be conventional or you can be wealthy, pick one." - Dave Zook   "If you want to change your tax, you've got to change your facts. You've got to change the way that you're doing business and the way that you're investing." - Tom Wheelwright   “The idea that I could make a lot of money but control my own tax liability never occurred to me till just over a decade ago. And when I realized that it was in my control to reduce my tax liability, everything changed.” - Dave Zook   “If you want to be patriotic, do what the government wants you to do, and pay zero tax.” - Dave Zook   “When you add value to people, when you add value to society, the government rewards you for that.” - Dave Zook   “Go to market, add value, deliver a lot of value to a lot of people. That's your fastest way to success (in syndication).”- Dave Zook   “Just a simple phrase of, "hey, you know what, it seems like this deal is not the best fit for you" can be one of the most powerful investments into a relationship that pays massive dividends down the line.” - Tyler Chesser   “Thinking long term is the difference between hunting and farming. A hunter goes out and catches or kills something and he gets enough to eat for the day. A farmer crops the soil, plants, and eventually, that bears fruit for a long, long time.” - Dave Zook    “Business is about relationships. If you've got to think long term, you've got to do what's best for your investor.” - Dave Zook   “Real success and real wealth is being able to build relationships and being able to take care of your body. If you don't feel good, nothing else matters.” - Dave Zook   “Success without fulfillment is the ultimate failure.” -  Tyler Chesser   Links Mentioned The Real Asset Investor Horizon Structures Tom Wheelwright Cashflow Quadrant by Robert Kiyosaki Rich Dad, Poor Dad by Robert Kiyosaki  The Compound Effect by Darren Hardy Who Not How by Dan Sullivan and Benjamin Hardy   About Dave Zook Dave Zook, founder and CEO of The Real Asset Investor, is a successful business owner and an experienced real estate investor active in multifamily apartments, self-storage, and the ATM space. Dave has acquired more than $100 million worth of real estate since 2010 and together with his investors own approximately 3000 multifamily apartment units. Dave is a renowned and trusted professional resource in the Automatic Teller Machine (ATM) investment market where he and his business partner have deployed more than $90 million of investor and personal capital.  As a #1 best-selling author and popular guest speaker, Dave has shared his knowledge at international business conferences and popular podcast shows. Dave, his wife Susan, and their 4 children live in Lancaster County, PA. --------------- Are you a real estate investor looking to elevate your income, freedom & lifestyle? If so, optimize your daily performance by downloading our free guide, Raising the Bar - 5 Steps to Elevate Your Habits, at elevatepod.com. In this guide, created by your host Tyler Chesser, you'll learn why you do what you do, how to easily institute cues in your environment to trigger desired behavior, directly applicable steps to create a fulfilling future and much more. Get your free copy at elevatepod.com and kick-start your new habits today. Your future self will thank you! This episode of Elevate is brought to you by CF Capital, a national real estate investment firm. CF Capital's mission is to provide property investment and asset management solutions to help investors like you maximize their returns by investing in high-value multifamily communities. If you are looking for risk-adjusted alternative investments in quality apartment communities, and are seeking tax optimized cash flow with appreciation upside without all the hassle of management, you might benefit from learning more about investing alongside our team. You're invited to reach out and learn how you can invest with us by visiting cfcapllc.com. We're also currently offering a free ebook called The Bottom Line - 10 Ways to Increase Cash Flow in an Apartment Complex. Whether you're a new or an experienced investor, we're confident you'll find massive value in this resource. Get your free copy today at cfcapllc.com. 

The Investor Relations Real Estate Podcast Episode 10 - How Do We Survive With New Electric Forms Of PaymentHost: Jonny Cattani Guest: Dave ZookProducer: April MunsonJonny Cattani is joined by Dave Zook to discuss: Becoming tax efficient Tax incentives and rewards Investing in ATMs Finding asset classes and rockstar teams Building your network and investor base Dave is a successful Business owner, Syndicator and an Investment and Tax Strategist. He has acquired more than $350M of Investment Real Estate since 2010 which include Multi-family apartment units, multiple large institutional grade Self-storage facilities and Cleaner Energy Carbon distillation units which produce pharmaceutical grade oil and liquids.Dave and his team at The Real Asset Investor are one of the Top 5 ATM Operators in the country, and they provide investment opportunities in their ATM, Self-storage and various Funds for Cash Flow, Tax Impact and Equity Growth.Linked material referenced during the podcast:Book: Rich Dad Poor Dad - Robert Kiyosaki https://www.amazon.com/Rich-Dad-Poor-Anniversary-Middle/dp/B07QPQ8WBL/ref=sr_1_1?crid=2GWFRSSFPHJBI&keywords=rich+dad+poor+dad&qid=1649874207&sprefix=%2Caps%2C128&sr=8-1Book: The Gap and The Gain - Dan Sullivanhttps://www.amazon.com/Gap-Gain-Achievers-Happiness-Confidence/dp/B09HN6GKNY/ref=sr_1_1?crid=26RHL4MHS6N0Y&keywords=the+gap+and+the+gain+dan+sullivan&qid=1649875772&sprefix=the+gap+and+the+gain+%2Caps%2C204&sr=8-1Connect with Dave! Website: https://www.therealassetinvestor.comEmail:  info@therealassetinvestor.comConnect with Jonny!Cattani Capital Group: https://cattanicapitalgroup.com/Invest with us: invest@cattanicapitalgroup.comLinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/Instagram: https://www.instagram.com/jonnycattani/

Did you know that the biggest expense of your life is taxes? We usually think about the price of everything, but never think about how much we “spend” in taxes. It is something you can control.  In this week's episode, I have a deep conversation with David Zook on how investing in the right things helps to save on your tax bill, even eliminate it,  letting you control what happens to your money. Helping you give your money the mission you want it to have, working on things that are important to you instead of having the  government decide what's important.  Dave is a successful business owner, syndicator, and investment and tax strategist. He has acquired more than $250M of real estate since 2010 which includes multi-family apartment units, multiple large institutional-grade self-storage facilities, and cleaner energy carbon distillation units that produce pharmaceutical-grade oil and liquids. His team is also one of the top 5 ATM Fund Operators in the country.  Listen and enjoy! [00:01 - 07:46] Opening Segment How David went from being a business owner to being a real estate investor Why a tax problem changed David's mindset  David's insights about paying taxes for making a lot of money [07:47 - 21:54] Investing for Tax Benefits The benefits of the tax code  David's projects to help high paid people have tax benefits How people can do a better tax planning David shares experiences that he has had with high paid professionals David introduces his book Building Chicken Coops for Dummies    [21:55 - 23:01] Closing Segment Connect with Dave through LinkedIn. Head to The Real Asset Investor, and build wealth with higher yield cash flow investments. To receive Dave's ATM & Self-Storage Fund III Investment Summaries email therealasset@moneywithmission.com Are you ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You.  LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you. Tweetable Quotes: “If you want to change your tax, you have to change your facts.” - Tom Wheelwright “It doesn't matter who's making the rules, all you need to know is what they are, and change your strategy.” - David Zook “I love to put investment deals together and watch them blossom.” - David Zook 

Did you know that the biggest expense of your life is taxes? We usually think about the price of everything, but never think about how much we “spend” in taxes. It is something you can control.  In this week's episode, I have a deep conversation with David Zook on how investing in the right things helps to save on your tax bill, even eliminate it,  letting you control what happens to your money. Helping you give your money the mission you want it to have, working on things that are important to you instead of having the  government decide what's important.  Dave is a successful business owner, syndicator, and investment and tax strategist. He has acquired more than $250M of real estate since 2010 which includes multi-family apartment units, multiple large institutional-grade self-storage facilities, and cleaner energy carbon distillation units that produce pharmaceutical-grade oil and liquids. His team is also one of the top 5 ATM Fund Operators in the country.  Listen and enjoy! [00:01 - 07:46] Opening Segment How David went from being a business owner to being a real estate investor Why a tax problem changed David's mindset  David's insights about paying taxes for making a lot of money [07:47 - 21:54] Investing for Tax Benefits The benefits of the tax code  David's projects to help high paid people have tax benefits How people can do a better tax planning David shares experiences that he has had with high paid professionals David introduces his book Building Chicken Coops for Dummies    [21:55 - 23:01] Closing Segment Connect with Dave through LinkedIn. Head to The Real Asset Investor, and build wealth with higher yield cash flow investments. To receive Dave's ATM & Self-Storage Fund III Investment Summaries email therealasset@moneywithmission.com Are you ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You.  LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you. Tweetable Quotes: “If you want to change your tax, you have to change your facts.” - Tom Wheelwright “It doesn't matter who's making the rules, all you need to know is what they are, and change your strategy.” - David Zook “I love to put investment deals together and watch them blossom.” - David Zook 

When you are in the design and development world, the challenges are daily and the rewards are infrequent. Well, today was one of those days when I got to go to sleep feeling accomplished. Yesterday, our project, The Sage Oak of Lake Charles was announced as the national winner of the 2021 Senior Housing News Architectural Design Award competition in the Memory Care category. As a developer, I'm thrilled to be part of this team effort to bring this ground breaking project to fruition. A project like this is truly a team effort. I'm going to thank a whole bunch of folks who helped bring this project to fruition. In so doing, I'm certainly going to miss some who are worthy of mention. I've got to start with my partner Loe Hornbuckle who developed the expertise as an operator at a very high level. It was his brainchild to create refine the values the underpin the Sage Oak product offer. I'd like to recognize the architecture firm of Greenfield Lawson in New Orleans, the general contractor of Donahue Favret also from New Orleans, Valerie Malone and her interior design firm at Quill Design in Cambridge, our partners Pam Abide and Sharon Foreman at New Orleans Equity Partners, our supportive lender at B1 Bank, Dave Zook and the whole team at the Real Asset Investor, our expert staff under the leadership of Executive director Jeremy Fruge, and the entire staff at Sage Oak. When you walk in the door, after you take a temperature test, you can really feel the positive energy in the doors. You are the reason that we're ahead of our occupancy projections this early into the startup cycle. We don't build these projects to win awards. We're not out there playing the comparison game. We build these projects to create a great product in the market that solves a real need. Where design competitions are useful is in looking at what other leaders in the industry are doing and helping to calibrate what best in class looks like in the industry. We're not going to stop innovating, improving, strengthening the product offering for the new buildings that are under construction in other locations. Even as winners, we see room for improvement. Most of the time, those improvements are small details, like better positioning of a shower head in a shower. But we're thrilled to receive the honor and recognition that comes from being the winner of this year's award.

Today's Show Sponsor: The Next Generation Real Estate Summit The Next Generation Real Estate Summit is a two-day virtual event curated for the next generation of real estate investors, mainly those in their 20s and 30s. The goal of the Summit is for you to have all of the tools, resources, knowledge, and network to buy your first investment property! We'll accomplish this through various speaker sessions, networking opportunities, and workshops! For a limited time, use this link to get $100 off your ticket! In today's show, we have the Founder & CEO of The Real Asset Investor, His name is Dave Zook! He grew up in the modular building business which was a family business. His dad did real estate but because of that, he made up his mind that he would never be a real estate investor. So he got into a business where he founded many businesses. He got himself in the position where some of those businesses were doing well. But he ended up paying half a million dollars a year in tax. so he got cased into real estate and soon realized that multi-family apartments can be a great tax protection vehicle. If you got value out of today's episode, please head over to Itunes to give it an honest rating & review. And if you're watching this on Youtube, don't forget to hit that subscribe button so you don't miss future episodes! Connect with the host, Bailey Kramer! --------------------------------------------------------------

Want to avoid mistakes in Long Distance Investing?  Download your FREE document at billykeels.com/7mistakestoavoid    Going Long Podcast Episode 122: From Secondary School Teacher to Full Time Investor   In the conversation with today's guest, Frank Patalano, you'll learn the following:   [00:29 - 03:30] Frank's profile, in Billy's guest introduction. [03:30 - 07:11] The backstory and decisions made that led Frank to this point in his journey. [07:11 - 12:09] How to know when it's a good time to buy more, or fewer, numbers of properties. [12:09 - 18:15] Why Frank decided to invest long distance, and the reasons for investing out of state in Real Estate and other tangible assets, rather than just investing in his own backyard.  [18:15 - 24:40] Hoe being a teacher helped stoke Frank's passion for helping other people, and how he made the transition from school Teacher to successful Real Asset Investor.  [24:40 - 26:17] What Frank sees as the biggest things holding people back from taking action and starting down the road to becoming a Real Asset Investor.  [26:17  - 29:42] How Frank has been able to combine both investing in “alternative” tangible asset investments and also in traditional investments such as stocks to build the lifestyle that  he wants. [29:42 - 32:13] Frank tells us all about his Virtual Assistant company.    Here's what Frank shared with us during today's conversation:   Where in the world Frank is based currently: Rhode Island, New England. The most positive thing to happen in the past 24 hours: Made a new friend who was working at a local store, and he turned out to be a restaurant business owner, so Frank is planning to go surprise him at his restaurant after the podcast! Favourite European City: Naples, Italy. A mistake that Frank would like you to learn from so that you don't have to pay full price: When you're investing in a property that you will need to make lots of changes to, make sure you have the municipality of the zone you are investing in on board! Book Recommendation: The 7 Habits of Highly Effective People, by Stephen Covey. Be sure to reach out and connect with Frank Patalano by using the info below: LinkedIn: https://www.linkedin.com/in/frankpatalano  Instagram: https://www.instagram.com/thecashflowkings/?hl=en  Website: https://www.cashflowkings.com/  Podcast: https://podcasts.apple.com/us/podcast/the-cashflow-kings/id1448325214      Start taking action TODAY so that you can gain more Education and Control over your financial life.   To see the Video Version of today's conversation just CLICK HERE.   Do you want to have more control and avoid the mistakes that I made getting started in long distance investing?  Then you can DOWNLOAD the 7 Mistakes to Avoid in Long Distance Investing Guide by clicking HERE.   Be sure to connect with Billy!  He's made it easy for you to do…Just go to any of these sites:   Website: www.billykeels.com Youtube: billykeels Facebook: Billy Keels Fan Page Instagram: @billykeels Twitter: @billykeels LinkedIn: Billy Keels

Dave Zook is the Real Asset Investor and excels at finding and vetting asset class specific experts.  He uses his vast network to find and vet new asset classes and sponsors and then uses their expertise to syndicate these assets for his investors. He is currently a top 5 ATM operator in the U.S., a self-storage syndicator, has a debt validation fund and invests personally in more than eight different asset classes.  In this episode, Dave talks about these asset classes and more!Dave talks about starting out as an entrepreneur and owned several businesses which resulted in a major tax problem.  He used real estate investments to reduce his tax bill from $500,000 to zero and that led him into the world of real estate syndication.When looking for new investments, Dave talks about finding the opportunity and then using a shortcut by finding the expert who has been doing it for a long time.  He uses this shortcut to tap into someone else's expertise.  He stresses that the team and their track record are the two most important things when evaluating a partner.  He doesn't try to become an expert in the space, he finds the professionals in the space with a long track record of success.Dave mentions three podcasts he likes: The Real Estate Guys Radio Show The Mike Dillard Show Success Habits of Super Achievers with Kyle Wilson Reach out to Dave or ask for his asset class Reports at www.therealassetinvestor.com or send an email to info@therealassetinvestor.com.If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

Are you looking for opportunities to invest in real assets for cash flow?  Today, we're talking with Dave Zook, a successful investor and syndicator who creates value for people through opportunities for investing in ATMs. We also discuss investing in other real assets: multi-family apartments, and self-storage.  https://www.youtube.com/watch?v=0HCjitn757s So if you want to learn about investing for cash flow in real assets that withstand market turmoil, tax-efficient investing, and creating momentum through stacking investments … tune in below! Table of contentsWhere Does Investing Fit in the Cash Flow System?How Investing in ATMs is Tax AdvantagedApplying the Tax Code to ATMsHow Does Investing in ATMs work?An Opportunity for 7 YearsThe Future of Investing in ATMsBegin Investing in ATMs TodayAbout Dave Zook The most popular alternative investments we talk about on The Money Advantage is real estate. Interestingly enough, investing in ATMs is almost like real estate, though it probably hasn't crossed your radar. ATM investing is a great way to invest for cash flow, and Dave Zook has changed the game.  No matter how large your pile of money is, cash flow is what allows you to build time and money freedom. You've got to have money flowing. Investing in ATMs is one way to create a cash flowing investment, with some significant tax benefits.  Where Does Investing Fit in the Cash Flow System? Investing is just one step in the path to time and money freedom. That's why we have created the 3-step Business Owner's Cash Flow System.  It's your roadmap to take you from just surviving, to a life of significance, purpose, and financial freedom. The first step is keeping more of the money you make by fixing money leaks, becoming more efficient and profitable.  Then, you'll protect your money with insurance and legal protection, and Privatized Banking.   Finally, you'll put your money to work, increasing your income with cash-flowing assets. How Investing in ATMs is Tax Advantaged Dave Zook stumbled into ATM investments after landing a tax bill of about $500,000. He realized that despite all the time and effort he had poured into his business, he'd still have to give half of his earnings back to the government. That's when he researched tax strategies, many of which we talk about on The Money Advantage. He discovered the secret to tax-free wealth using the incentives that the government wants you to take. Through investments and practices that support the economy, the government will reward you with deductions.  Multi-family apartments were Dave Zook's starting point to take these tax benefits. Providing housing is one of our favorite ways to slash taxes. It creates monthly cash flow, and it provides a necessary service to the public. The government doesn't want to act as a landlord, so by properly structuring your real estate deal, you can partake in certain deductions. Not to mention, your Privatized Banking system is an ideal way to fund the purchase of properties. This strategy helped him continue to have fun in his line of work, while simultaneously making money that he didn't have to lose. Thinking differently put Zook in a position to keep more of what he had and put it to work in more ways. By bringing his tax liability down to around 0-3%, Dave could invest in other asset classes like self-storage and ATMs. After passively investing in ATMs for a few years, a sponsorship team approached Zook to become a partner and scale the business. Now, they're one of the top 5 ATM operators in the country.  In Zook's words, “The times where you learn the most are when you're experiencing either great pleasure or great pain.” For him, having only a few days before April 15th to come up with a couple hundred thousand dollars was the catalyst for major change.  Applying the Tax Code to ATMs Section 179 of the tax code is a great incentive for businesses both big and small.

In this episode, Dave Zook, Founder and CEO of The Real Asset Investor, joins Lisa Hylton as he shares his story investing in real estate and how he's earning double-digit returns through investing in ATMs. When you invest with great folks, your journey into real estate becomes brighter, Dave digs deeper into how his investing strategy works. Learn the importance of investing with the right team whether passively or actively that can turn your investing experience from frustration and misery to rewarding and a lot of fun. Dave and Lisa dive into the ATM investment space and the number of ways you can earn through this funnel as a passive investor.Love the show? Subscribe, rate, review, and share!Here's How »Join The Level Up REI Podcast Community today:lisahylton.comTwitterInstagramFacebookLinkedInYouTube

For more details visit: www.TheGoldCollarInvestor.com/show40 In today's show, Pancham interviews Dave Zook, Investment Strategist and Founder, The Real Asset Investor. Have you wondered how the ATM investing business works? Contrary to the popular notion, ATM's are not owned by banks. Rather, it is private equity that owns and deploy these ATM's. So, what is the business model for this ATM investing business? Is this a particularly attractive investment opportunity for high-earning W-2 employees who wish to save on their tax dollars?  We hope you enjoy this show!  Timestamped Shownotes: 00:44 – Agenda for today's show 02:34 – Dave's background information 03:42 – Did Dave always possess an entrepreneurial streak? 04:55 – Dave shares how he got into real estate investing to save his tax dollars 06:22 – Dave's first syndication deal 07:12 – Can you invest in ATM machines? What is the business model? What sort of returns can you earn by investing in ATM machines? 12:23 – How blended performance results in stable investor returns 13:56 – What are the different streams of revenues for an ATM machine? 17:10 – How investing in ATM machines can help you save your tax dollars 17:48 – Typically, what sort of return can a high-earning W-2 employee generate? 18:47 – Dave shares details about his two investment funds 20:46 – Is there any difference in the quality of the machine? Is the machine quality better in premium locations? 22:43 – What has been the impact of COVID-19 on this business? 24:20 – Is the store responsible for cleaning the ATM machine? 26:56 - Taking the Lead Round 27:14 – When was the first time Dave invested outside Wall Street? 27:46 – What fears did Dave have to overcome when he first invested outside Wall Street? 28:27 – Can you share one investment that did not go as expected? 31:01 – Dave shares his contact information 3 Key Points: Understanding the basics of the ATM investing business What sort of returns can you earn by investing in ATM's? How investing in ATM machines can help you save your tax dollars  Get in Touch: Pancham's Email The Gold Collar Investor The Gold Collar Investor Facebook Page Dave's Email The Real Asset Investor

Surgeon turned investor, Dr. Buck Joffrey with his company Wealth Formula talks to us today about what is a real asset investor, what private placement opportunities in investing are, and how to create real wealth in your lifetime. Sound like a great podcast show? then listen in to find out what others just aren't telling you!   Interview with Buck Joffrey In this interview with Buck Joffrey, Mikkel asks questions like: Was your cosmetic surgery business not scaleable? How do you decide when to scale a business? How do you decide your strengths and weaknesses? And how did Buck Joffrey go from med school to an 8 figure business?   Entrepreneurship vs Small Business Owner First, let's talk about the difference between Entrepreneurship vs Small Business Owner. Have you ever wondered what the difference is between these two? You're not alone as people can be confused. In this interview with Buck Joffrey and Mikkel Thorup they discuss the fact that they are both entrepreneurs and not self-employed, find out why that is!   What is a Real Asset Investor? Next, what is a real asset investor? A real asset is something you can touch/feel/see with your own eyes. Like real estate, gold & silver..something tangible. What it's not are stocks & bonds. Listen in to hear about stories from the crash of 2008 when the possibility of losing your entire portfolio was possible. And if you had real estate, your portfolio may have taken a dip, but you still owned the piece of land, it never goes away!   What is Private Placement in Investing? Then we chat about what is private placement in investing. The rules to follow, who to trust, and how to find the perfect operator that you can feel comfortable and work with, and if you find someone that fits all the boxes, what next?   Wealth Formula Wealth Formula is Buck Joffreys tool for people to follow if they really want true wealth. So many people spend their entire lives making money. They concentrate on the how-to and when it happens they wonder, 'well what next' What do I do with this wealth I am accumulating? how do I protect it?   If you fit into this box, visit https://www.wealthformula.com/ (WealthFormula.com) where you can sign up for Buck's free ebook '7 Secrets of Eternal Wealth' a pdf file that will be sent directly to your email address.   You say you want more? Buck Joffrey offers a course, called 'Your Road Map to Real Wealth' and that too can be found at https://www.wealthformularoadmap.com/ (www.wealthformularoadmap.com)   Final Thoughts I hope you got as much value from this interview with Buck Joffrey as I did… and if you would like to stay up to date with all new content that comes out at https://expatmoneyshow.com/subscribe/ (The Expat Money Show) make sure you sign up below for our newsletter; EMS Pulse. – my behind the scene daily correspondence where I give you all the intel as I travel the world and build my business, develop key relationships and invest in non-traditional investments overseas (very profitably I might add!) Support this podcast