Podcasts about real estate investors

In this episode, we had the pleasure of speaking with Missy Tracy, a member of our WIIRE Community, about her inspiring journey into real estate investing. Missy shared how she accidentally stumbled into real estate ten years ago due to her dog and has since grown her portfolio with strategic partnerships. We delved into her recent collaboration with Jessie Dillon, highlighting the importance of aligning goals and values in a partnership. Missy emphasized the significance of being a passive investor to achieve financial independence and live a nomadic lifestyle. We also discussed the value of financial literacy and the supportive environment within the WIIRE Community. Missy's story is a testament to the power of intentional investing and the benefits of learning from a community of like-minded individuals. Tune in to hear more about Missy's journey and her insights on building a successful real estate portfolio.  Resources:Simplify how you manage your rentals with TurboTenantSecure your spot in The WIIRE Community  - doors open TODAY!Connect with Missy on InstagramListen to Episode 22Listen to Episode 149Find out all the details on working with our WIIRE BookkeeperLeave us a review on Apple PodcastsLeave us a review on SpotifyJoin our private Facebook CommunityConnect with us on Instagram

In this replay of one of our most popular episodes, Chris sits down with longtime friend and top-producing agent Jon Smith to unpack how he made a staggering $34 million in real estate volume in just his first 24 months. Jon dives into how his background as a Division I athlete and nearly two decades in ministry built the foundation for his rapid success in real estate. If you're serious about scaling your career and playing at a higher level, this is an episode you don't want to miss.What You'll Learn:Why consistent, “boring” action beats bursts of motivation — and how to outwork your doubtsHow ministry and leadership experience translates into powerful sales performanceJon's daily scorecard system to gamify productivity and stay focused on income-producing activitiesWhy sales is leadership, and how to lead clients with clarity and integrityHow mentorship, coaching, and intentional growth habits accelerate your trajectoryConnect with Jon: ▶ Twitter: @iamjonathansmConnect with Chris:

In this episode of the Real Estate Pros podcast, Kristen Knapp interviews Jerryll Noorden, CEO of SEO for Real Estate Investors. They delve into the importance of search engine optimization (SEO) for real estate investors, emphasizing that SEO is not just a technical process but a human-centric approach focused on building trust and credibility. Jerryll explains how motivated sellers search for trustworthy companies online and how effective SEO can lead to higher conversion rates. The conversation also covers the launch of REI Link, a new tool designed to streamline the real estate investment process, making it easier for investors to connect with cash buyers and optimize their deals. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of the Real Estate Investing School podcast, host Joe Jensen welcomes seasoned Chicago investor Mark Ainley, founding partner of GC Realty & Development and co-host of the Straight Up Chicago Investor podcast. With over two decades of hands-on experience, Mark has renovated more than 500 properties, leased over 4,000 units, and managed more than 7,000 doors across residential, commercial, and industrial markets. He shares his accidental yet eye-opening entry into real estate via a house hack, his early struggles with tenant screening, and how those challenges led to the creation of a data-driven tenant scoring matrix used by his property management company today. The conversation dives deep into tenant screening best practices, the nuances of fair housing regulations, and why Mark prefers to invest in A and B class neighborhoods despite the temptation of seemingly high returns in lower-tier markets. He also discusses the shifting legal landscape for landlords, the importance of time management in real estate, and his growing interest in industrial properties due to their scarcity and demand in cities like Chicago. Mark's candid insights make this a must-listen episode for both new and seasoned investors looking to scale strategically, avoid common pitfalls, and build long-term wealth through smarter property management and vertical integration. Book a free real estate investing strategy call! No experience necessary. Check out the Real Estate Investing School Youtube Real Estate Investing School Instagram Brody's Instagram Joe's Instagram Mark's Instagram  

What if your next deal didn't come from a cold call… but from your book? Chandler Bolt joins David to break down how real estate investors are using books to attract private money, establish authority, and scale their business. Whether you've done 10 deals or 1,000, Chandler explains how writing a book—yes, even if you're not a writer—can be your secret weapon for growth. KEY TALKING POINTS:0:00 - Intro1:01 - Chandler's Career In Helping People Write Books2:00 - Reading “Rich Dad Poor Dad” And His Real Estate Investing3:26 - His Pathway Into Running Businesses7:52 - The Marketing Strategies He's Used10:33 - How He Got Into Book Publishing12:32 - His Productivity Book15:01 - Why “Rich Dad Poor Dad” Was Successful18:29 - Using Books As Lead Magnets20:05 - How He Ended Up In Austin22:49 - How Long It Takes To Write A Book26:48 - What He Taught Investors At Brandon Turner's Event28:28 - Getting Into Flying Airplanes & Having Hobbies34:41 - How To Get In Touch With Him35:33 - Outro LINKS:Instagram: Chandler Bolthttps://www.instagram.com/chandler_bolt/ Website: Self Publishinghttps://www.publishedbook.com/audio/ Instagram: David Leckohttps://www.instagram.com/dlecko Website: DealMachinehttps://www.dealmachine.com/pod Instagram: Ryan Haywoodhttps://www.instagram.com/heritage_home_investments Website: Heritage Home Investmentshttps://www.heritagehomeinvestments.com/

In this Multifamily Minute episode, Tyler Deveraux, takes us through a mindset practice of having faith over fear. If you have no faith in yourself then fear will take over and leave you stagnant. Choose faith to overcome any doubt.  We want your feedback! Take our survey to help us better your listening experience.Check out the Multifamily Mindset store for great tools like the Think Bigger Journal and MFM merchandise.Follow us on Instagram:►Tyler Deveraux (@tyler_deveraux), CEO of Multifamily Mindset & Managing Partner of Axxis Capital►Cyndi Maguire (@cyndigap), Real Estate Investor & Consultant at the Multifamily Mindset►Zach Rucker (@zachrucker), Underwriting Mentor at the Multifamily Mindset

What if rent growth wasn't guaranteed—and your assumptions were the real risk?   In this episode, I sit down once again with urbanist and investor Jeffrey Kirton to unpack the latest national rental data and what it means for developers and investors. We dive into CMHC and StatsCan's updated rent reports, exposing the gap between advertised and actual rents, and the danger of relying on outdated metrics when planning a project.   We explore trends across cities like Montreal, Toronto, and Vancouver, compare market shifts in smaller towns like Sherbrooke and Drummondville, and discuss how public investment, remote work, and changing lifestyles are reshaping demand. Jeffrey also breaks down key investor metrics like yield on cost and why rent growth assumptions in your pro forma could make or break your next deal.   Tune in to learn why staying informed, questioning your assumptions, and thinking a few steps ahead is more important than ever in today's rental landscape.   —   Tired of spreadsheets and admin headaches in your rental business?   If you're a real estate investor looking to simplify operations and grow your portfolio, Kompas is your new best friend. This all-in-one property management and accounting software helps you automate the tedious stuff—like receivables, renewals, and leasing—so you can focus on creating value.   Boost your cash flow, improve your NOI, cut down back-office work, and scale with confidence.  

Title: What They Don't Tell You About Raising Capital (Until It's Too Late) with Ben Fraser Summary: In this episode of the Invest Like a Billionaire podcast, host Ben Frasier interviews Seth Bradley, the Chief Legal Officer at TribeVest and an experienced securities attorney. They discuss Seth's transition from a big law background to becoming a passive investor and then an active capital raiser, detailing the steps involved in his journey. Seth shares insights on private placements and syndications, emphasizing the importance of understanding legal documents such as Private Placement Memorandums (PPMs) and operating agreements. The conversation also highlights key trends and shifts in capital raising, particularly the emergence of the fund-to-fund model, which allows passive investors to leverage their networks without taking an active role in deal management. Furthermore, Seth talks about the services provided by TribeVest to simplify the investment process for both passive investors and new fund managers. They touch upon the current state of the alternative investment market, discussing the advantages and opportunities available amid economic challenges. Links to listen and subscribe: https://podcasts.apple.com/us/podcast/155-moving-from-passive-to-active-investor-feat-seth/id1587171662?i=1000652125962 Links to watch and subscribe: https://www.youtube.com/watch?v=oiRq38II33s&t=1047s Bullet Point Highlights: Seth Bradley's Journey: Transitioned from big law to passive investing, and now to active capital raising. Understanding Legal Documents: Importance of critically reviewing PPMs and operating agreements as an investor. Red Flags in Investments: Identifying key terms and clauses in legal documents that can affect investor rights and returns. Fund-to-Fund Model: Insights into how new capital raisers can operate without needing to be actively involved in deals. TribeVest Services: Overview of how TribeVest supports fund managers with a streamlined legal and operational framework. Market Trends: Discussion on the evolution and current opportunities within the alternative investment space. Advice for Investors: Encouragement to dive into the market now to capitalize on upcoming opportunities as conditions stabilize. Transcript: hello future billionaires welcome back to another episode of the invest like a billionaire podcast today's guest is Seth Bradley very fun to talk with him he's friend of mine for several years and he's the chief legal officer at tribe vest which is a really cool company if you haven't heard of them we actually had their CEO and founder on about a year ago but they're kind of doing a really new cool push that I'm going to talk about in a sec but his background he's a big law Securities attorney spent a lot of time in kind of   corporate world transition really to kind of becoming a passive investor invest a lot of syndications so he talks a lot about his journey making that transition kind of going to generate passive income Financial Independence but then he's actually shifted back to becoming an active Capital Riser and he's seen a lot of people make this transition that been investing for a little bit and now want to kind of activate their Network and some of the stuff they're doing at Tri bestest is making this really really easy for   people so it's a really cool interview we kind of hit a lot of his journey from his perspective as a Securities attorney what are some of the big things you got to focus on when you're reviewing legal documents what are the red flags yellow flags Etc and then he kind of shares a little bit about some of the things and the trends going on in the kind of private placement syndication and capital raising worlds that if you haven't heard about some of these ideas you definitely want to tune in and listen because it's pretty cool I'm   seeing the same thing on my side of things so you're going to enjoy this episode he's a very very sharp guy and a lot of great insights that he shared I think you're going to love this episode please enjoy this is the invest like a billionaire podcast where we uncover the alternative investment and strategies that billionaires use to grow wealth the tools and tactics you'll learn from this podcast will make you a better investor and help you build Legacy wealth join us as we dive into the world   of alternative Investments uncover strategies of the ultra wealthy discuss economics and interview successful investors looking for Passive Investments done for you with and funds we help accredited investors that are looking for higher yields and diversification from the stock market as a passive investor we do all the work for you making sure your money is working hard for you in alternative investments in fact our team invests alongside you in every deal so our interests are aligned we focus on macr   driven alternative Investments so your portfolio is best positioned for this economic environment get started and download your free economic report today welcome back to another episode episode of the invest like a billionaire podcast I am your host Ben Frasier and joined by a very exciting guest Seth Bradley I've know Seth for several years he is the managing partner at Ray's law and the chief legal officer at tribe vest and uh Seth and I have done some business over the years and different things he's an   attorney and uh a very experienced Securities attorney and even has his own podcast called the passive income attorney podcast and so he comes with a really unique perspective both being an entrepreneur investor as well as an attorney gives him some really unique insights in this space of kind of private placements alternative Investments and super excited to have on the show so Seth thanks for coming on man Ben appreciate it man we finally got around to to recording this really really appreciate it man yeah it was   kind of fun because we reached out a couple years ago and uh we're we're gonna do something that never worked out and then all of a sudden you're ready to do the podcast tour and Pops back up three years later so hey let's do good I'm I'm gay man so looking forward to doing this now so give a little bit of uh context for your background uh for those who maybe aren't familiar with you and just kind of what you do in kind of the areas of expertise that you focus on as an attorney sure man so I worked in   big law for about seven years um most recently at a top three globally ranked Law Firm um as a real estate started out as a real estate attorney made my way over to Securities um at that point um I started kind of getting that you know mo as most entrepreneurs do that feeling like you want to do something else you don't want to have all these bosses you want to get out there and do your own thing um but you know I'd worked pretty hard to get where I was so I wanted to make sure that I knew what I was getting   myself into um I'd already been working with Real Estate Investors and folks like that as my clients um started talking to them started talking to some of the partners in my in my firm about how they invest what they do um really Lear learned about you know passive investing um and making my way kind of to the equity side and that's really where I my journey began as a passive investor in in syndications so I invested in a number of those um and also invested actively you know I kind of did the the Bigger Pockets uh you   know path where I listened to Bigger Pockets I did a you know house hack I did fix and flips I did buy and hold single families things like that as well as past investing in larger Investments um and at that point I realized hey I've got this network of attorneys and other folks that I can raise capital from so I made my way from passive investor to active investor man so you've done done the the full circle here I love it so started Big Lot and your bio says you Clos billions of dollars in real estate   transactions over the past decade so you've you've seen a lot of deals um I'd be curious because you know a lot of people that maybe newer to real estate investing newer to Alternative investments in general and just the world of private placements they kind naturally think hey the only way I can do it is you know the Bigger Pockets path which is a great path if you want to go and you know do it actively and have a second job so to speak where you go and buy your own real estate and and fix it up or work with contractors to   fix it up but you went straight into syndications which in a lot of ways uh fits better for uh people that are working professionals and you know don't want to necessarily trade time for wealth building already have a great income uh generator through the their job or their business and they want to just redeploy that into syndications so what was kind of the journey for you understanding the world of syndications and really with your background um insecurities law and how did you kind of get comfortable with that and what was   the Journey For You diving head first into syndications early on yeah I mean you really have to have skills uh money or time that those are the three things you can really offer right so it depends on how much of each one of those you have as to what your investment profile should look like and what you should get started in um I was actively wanting to participate in deals from the get-go but I did already have exposure from my real estate uh real estate practice to syndications and and watching other   people raise Capital knowing that those types of Investments are out there so I think I had an advantage there because prior to that I had no idea the only thing I knew was kind of that Bigger Pockets path it's like okay well house hack into a single family or dup or a duplex and then rent the other side out and then Fix and Flip This or wholesale that um I didn't really know about syndications other than through um my my law practice so I think I had that Advantage um get getting that exposure   and being able to transition to that quicker yeah talk a little bit about I mean your podcast is called passive income attorney and your your big goal is passive income and what was really kind of the idea behind that or why was that your primary goal and what does that mean to you yeah I mean the idea behind that was to be passive and I think we kind of as entrepreneurs we go back and forth I think we all want to end up on the completely passive side eventually but sometimes you don't get there as quickly   if you don't go on the active side for a little bit and I think I'm I'm seeing that a lot myself I did that I started investing passively and now I went to the active side as an active syndicator as a fund manager raising capital and participating in deals even on the operational side um because you can accelerate quicker that way if you the more time and effort that you put in the faster you can accelerate now a lot of folks out there especially pive investors listening if their doctors dentist lawyers they don't have time for   that so they need to invest passively that's probably the best use of their time because their highest and best use of their time is in their career being a doctor a dentist a lawyer an engineer where they're making a lot of money in their active income it doesn't really make sense that for them to start a fix flip business or wholesale business or even a syndication business really out of the gate until you figure out what what you want to do it makes more sense to take that active income put it into   passive investment vehicles that don't take any time away from your practice Yeah I love that what' you say there's you you one of three things skills time or money right and so one of those you're going to be trading to generate more passive income or wealth and wherever you're at in the Spectrum and where you're willing to kind of trade for for that invest I love that it's very uh makes a lot of sense so talk a little bit you know I want to get to what you said this in the minute kind of transitioning kind of bluring the line   of going back and forth between passive and active I think this is really interesting I've seen the same Trend but before we get there you know a lot of a lot of our listeners you know that are maybe newer to syndications newer to passive investing they um get a little bit shell shocked when they see a PPM or a set of legal docs to review for a deal and they they don't know what should I be focusing on what should I be looking for what are potential red flags or yellow flags and you know from your perspective and   I'm sure you probably saw a lot of things early on they like okay that's interesting or um you know making that transition you already had a leg up uh given your background but what are some kind of key things that you know maybe even coming into it you already had a leg up but now even 10 years later down the road have learned and things that you said you know hey this is way more important than I thought it was originally from from a pure passive standpoint because I think that's a roadblock for a lot of people yeah yeah   and you know it's intimidating right when you get that first PPM which is going to have exhibits to it and the exhibits are going to be an operating agreement subscription agreement maybe um maybe some marketing materials a business plan things like that you're looking at at least a 100 page document maybe it's 200 pages and if you're not a lawyer and used to looking at 100 page documents that is intimidating you're like what am I supposed to do this is going to take me you know this is like a month's worth reading if I'm actually   going to read this thing and really most past investors don't read it um but you should I mean you should at least start reading them um because it gets it gets easier and easier to read because they're all going to be very similar they're all going to have a similar structure and similar pieces and things to look out for I think one really important thing and you might not be able to do this the first time but you can start um kind of thinking about it but just really matching the PPM to the oper room because the PPM should really   be um kind of a a summary so to speak of the operating agreement because the operating agreement is the meat of what's actually going to be the the terms uh within that LLC within that investment and at the end of the day if something goes wrong or not even goes wrong but if there if there's some sort of um agreement or disagreement that needs to be figured out you're going to look at the operating agreement not necessarily the PPM to figure out uh what the next step is what is the mechanism for fixing this problem so you   know just making sure that the people PM accurately reflects what the operating agreement says is very important and and then taking a step further that the operating agreement and the PPM match what the lead sponsors are telling you let's say in the marketing materials or the webinar like just making sure that there's a clear picture between all the marketing materials the webinar um and the legal documentation is really important and sometimes if it doesn't make sense or there are certain terms   that don't match up you know maybe they're not as meticulous as they should be and you need to look elsewhere that that's a really important thing to look out for um kind of coming back to your question you know when when you're first starting as a passive investor all you're really looking at is the returns right you're comparing kind of your projected returns in this deal to your projected returns in this other deal and you might get a 2% more irr return projected in this one than that one so   you're going to go with this one but at the end of the day those are just projections right those are just projections and those can be manipulated those are based on assumptions from the lead sponsor and those are not the most important things the most important things are the the sponsor and their track record what they've done how they've performed um and you know the market and the deal itself but just those projected returns can be manipulated so that's really you know it's important at the beginning or at   least you think it's important and then later on you become a more um wiy vet in passive investing you'll realize it's not as important as as as some other things like hey are your fees aligned things like that like what are the Voting Rights like how what if something happens and the manager is doing a terrible job how can you possibly get them out like what are those mechanisms um what are the mechanisms for a capital call when things go wrong what what happens those are the those are the more   detailed things and the nuances you need to look at as a past investor rather than just looking at the projected returns that's a lot of lot of good nuggets right there you just listen to that skip back a few minutes and listen to it again because that's really good I think you're so right right if it just it can feel intimidating to look at a 100 page 200 Page document and where do I start but just start at the beginning just start reading it it just got to skim read it skim read it and just the more   you get familiarized with um these different document sets the more they all kind of seem similar over time and you can kind of notice the the things that are common among different deals and then you also kind of notice the things that pop up as oh that's kind of unique or that that's kind of different than what I've seen in other deals and that's maybe outside of the norm um and just kind of getting familiarized with it you're going to pick up a lot on it but I think you hit a few of the sections that I think are really   important that a lot of people kind of glaze over because if you're getting just looking at the here's the irr projection here's where turns are going to be like you said there's uh a lot of assumptions that go into what those numbers are derived from and you know I always come back to my banking background you know risk adjusted returns right because every element of uh every deal you know whatever return you're projecting there's different levels of risk and if you're you know taking a lot more risk in a particular   deal or strategy or structure the same level of return it's it's not Apples to Apples right and so understanding what that is from a deal standpoint but there's also risks uh some of the points you made within the legal structure and so he's saying go straight to the operating agreement as a starting point because that's ultim timately what's going to govern the the deal and the mechanisms for potentially firing the sponsor as a manager or like you said the capital call and the waterfall section understanding how does do   profits flow through the entity and what are the splits between them what are some things that maybe 10 years down the road now invested I don't know how many deals you've invested in passively but you look back you're like oh man you know what I I read that section and you know I kind of knew that maybe was a little outside the norm but I was so excited about the deal didn't really wasn't too concerned about it now looking back like oh man now that was that was a good learning experience because now you know maybe I can't vote   out the manager or you know different things that you would say looking back are more important that maybe you put weight on in the front end and maybe some examples of um you know especially right now I think a lot of a lot of deals that people invested over the past few years you know unfortunately are requiring Capital calls or are kind of headed in a direction that may not be good and um you know maybe it's the fault of the operator maybe it's not but if it is a fault of the operator What mechanisms do you have and what voting   rights do you have as a passive investor and talk a little bit about that because I think that's going to be very relevant especially over the next few years is sure certain older deals are kind of not hitting the projections they thought originally yeah I mean I think I already touched on most of them from a high level but like for instance um voting out the manager like if the manager is doing something um fraudulent or misrepresented what they were doing or you know really just doing a terrible   job is probably not a reason enough to get them out but it could be um if it gets to a certain certain point um but that's really one thing to to look for to see like what the mechanism is like does it take a unanimous Vote or does it take a majority vote or does it take a majority or super majority of each share class each membership class within the LLC so it it and typically they're set up so it's really difficult to get the manager out right because the lead sponsor is going to be the manager and   they're the ones that are going to be making all the decisions and they don't want to lose control so they wanted to make it as hard as possible um and still make it legal um to stay in that seat and not get voted out so you know you will see some pretty onerous um Provisions within the operating agreement to be able to get them out but there should be a reasonable way to do it whether that's a super majority vote perhaps that's that's reasonable so super majority vote um in the event of a misrepresentation fraud you know any   sort of like bad boy act by the the manager or if their bad performance reaches the level of you know negligence or something like that there just needs to be a mechanism to get them out that's that's just one example when you had mentioned Capital calls as well so Capital calls it's like what is the mechanism when the LLC or or the syndication needs additional operating expenses to survive what what is the mechanism to do that like can is the first step to actually do a capital call and is that Capital Call Mandatory   meaning that the investors have to participate um on a proat a basis or that's not typical so if you that's one thing to look out for if it is mandatory that you do and and if you don't then you're basically out or you lose uh you know an unreasonable amount of your Equity if you don't participate then perhaps that's a red flag right like if you don't participate um well I should say the capital call should be optional and if you don't participate that's okay um but you will most likely be watered   down your Equity will get watered down on a prata basis rather than something above a pro basis right so that's an example you're saying of if it's required which is uncommon right that that's that's a red flag potentially um or if you get diluted a higher than the proat mount is another another negative and you're exactly right I mean I think you know part of this is when you're when you're investing passively you're you're giving up control of of operating the deal to the sponsor right is so that that's kind of   the the trade-off is you're hiring experts you're investing with experts that hopefully know what they're doing so that you don't have to be doing the day-to-day stuff and so it can be difficult to replace managers and and uh you know have uh impactful voting rights uh that can change the outcome unless there's fraudulence or negligence but I think it kind of goes to the point too of understanding what these kind of parameters are and what's normal and then also like I think you can pick up a lot of what you're saying and just the   congruence between PPM the operating agreement the the offering memorandum the webinars and um and then really the alignment of Interest right because if ultimately if the sponsor stands to lose alongside the investors if they're not just getting rich just off of fees and you know does they don't have a whole lot of skin in the game then ultimately it might not be you know a great deal but if they have a lot of lot skin in the game and even if it's written in these certain ways it doesn't necessarily mean it's a bad a bad   investment so okay love it get a little bit in the weeds there for for some people and if this is you know um newer to you I I definitely encourage you um to just start this you know opening up the bpms or reading them and you're going to pick up a lot by doing that and then just ask questions right and I think it's a great thing too that if you're reading the PBM and reading operating agreement to ask questions of the sponsor and that's usually pretty indicative of one how well do they know their own documents and to how willing   are they uh to address certain questions that maybe maybe concerns to you right and I think you can actually get a really good sense of um how they and how they respond of of what that interaction is going to be so love that thanks for some of that Insight Seth I'd love to shift a little bit uh you mentioned something earlier I I wanted to come back to is you you kind of you have said before you the future of capital raising is kind of Shifting and evolving and I think a lot of people are realizing and   I've seeing the same thing too right I'm a a coach and you know masterminds for Capital risers and this fun to fund model is becoming very popularized and people that maybe think oh I'm not really a capital Riser or you know that's that's not my you know what I've learned to do went to school to do or whatever or realizing hey actually I've been investing passively for a while I have a pretty great Network because I'm around a lot of accredited investors I've done enough to kind of know a good amount and   I can actually turn this into a business right and so talk a little bit about what the fun to fund model means and maybe someone that's in that boat where what you said is I think I'm gonna go 100% passive but then you know you're also learning a lot along the way and you have a a network that maybe you can activate and also raise capital and get get paid to do it compliantly that's right and and you said it and I'm seeing it time after time where past investors they invest in a number of deals and and   you know folks that are investing in these deals typically have a little bit of money and they probably have friends that have money as well and their their friends start asking them about the deals that they're investing in um and they start thinking hey you know what what can I can I get paid can I have a is there a business here that I can develop that I can build um by bringing in all my friends and family that might also be wealthy might be able to put these These funds together um and invest   in the deal together um you can certainly do that but you start to run into lots of Securities lots of rules and regulations that some people know about and some people don't you'd be surprised uh um that you know you see people out there raising capital in ways that they shouldn't do it um but what's great about the fund of funds model is that you know you're not a what's called a CP so you're not an active partner with the lead sponsor that's kind of the I'll call it the old way and I you know   I've been saying that the CP model is dead just to kind of put it out there that um you know we shouldn't be raising Capital with lead sponsors and then not doing anything else not participating in deal and and having an active role if you're a true cgp you need to have an active role in in the deal and that's kind of what deters um passive investors and doctors and dentists and lawyers and people like that that already have a career they don't want to take an active role right like they don't want to do   the asset management or manage the property manager or talk to tenants or anything like that and that's where the fund of fund solution comes in the fund of fund solution is really creating another syndication or another fund um that invests into the lead sponsor syndication or fund and that's where the name fund of fund comes from now traditionally the issue with that is well it does come with responsibilities for the fund manager they they have to put the deal they have to put their own fund together they have to put their cap   table together open a business banking account form an LLC get a Securities attorney um you know manage their investors manage their distributions do taxes all those sorts of things and so it turns into an active business and on top of that it's expensive because we are creating a second syndication a second fund to invest in that uh lead sponsor Target Fund um so that's the the problem that's always been the solution the fund of fund has always been the right solution but those problems that I   just mentioned are why it hasn't been widely adopted but you're seeing a big shift in the market as we're able to provide a more affordable option and a and a solution to bringing all those different services that a fund manager would normally have to go out and get themselves and putting it into a package yeah that makes a lot of sense and so like we said we're seeing the same thing where people are um they've been investing they they like what they're doing they have their friends and their family asking about the different deals   they're doing and then they have thought well hey I mean that's I can make money doing this and what most people have done historically is cgp model and for those that are unfamiliar with that is basically you raise money directly into the lead sponsor syndication or entity and then you get uh granted certain General partner shares for doing that but and you're the you're the attorney so I'm I'm gonna say at a very high level as I understand it by by doing that you are um uh well you can't raise   money and get paid for it unless you're a registered broker dealer unless you're General partner and uh are continuing to operate the uh the deal the business and have an active role in it but most people that are just raising capital or just want to raise Capital as um you know on the side of what else they're doing that's not a realistic expectation so what what we've seen I'm sure you probably see a lot more than me is these different uh uh folks that are raising capitalist cgps and then you know this   this new SP has about 10 different CPS on the list on the roster here and it's pretty hard to make an argument that they're all actively participated in managing the deal because you just don't need that many people right if it's the same deal and so then you kind of run into compliance risk and you just you don't want to mess with that I mean that's that's just let's leave it there and so the fun of fund model has always been around it's basically you create your own fund and as your own fund manager you're exempt from um uh some of   these uh securities issues to basically raise capital from your investors into your fund then that fund invests into the uh kind of the mothership fund or the the lead sponsors fund and by doing that you um you know it's you're in the in the you're not in the gray area anymore where it can kind of be um maybe not great from a compliance standpoint and the challenge as you mentioned though is it can be expensive maybe it's a little complicated to know how toell up and I'm not really a professional fund manager   how what do I know um but that's that's what you're doing now at triest and we've had Travis Smith on the podcast before so if you haven't listened to that episode um it's probably a year or so ago we'll put the put the link in the show notes because it's a um a great episode talking about tribe vest and what what you guys are doing really trying to from my perspective simplify the access and the kind of backend back office functions of um both for Passive investors and for fund managers to continue to increase   access to more to more deals so talk a little bit about kind of what you guys do at at tribe vest and to kind of help people um you know both from a passive standpoint that's want to direct the investors past investors that don't really want to do it as a business but then also kind of the new fund manager programs that you guys are putting together to help people that want to kind of activate their Network want to you know use this as a way to make money and um do it without having to be an expert in all the the backend side of   things absolutely at at Trio I'm the chief legal officer for tri best I help create the fun to fun product that we have out there right now it makes it simple TurnKey and affordable for anyone to really start a capital raising business um all those things that I mentioned before opening your business bank account um starting your LLC drafting your offering documents um getting your EIN onboarding your investors creating your cap table doing your distributions doing your taxes all those things you normally have to put   together and find different uh platforms and different people like attorneys and CPAs to help you out and put those put the the fund of fund together we do that we put it in a fund of fund we call it a fund of Fund in a box it's really a Lego block that you can use and invest in a deal like with Aspen if Aspen has a fund you can create your own fund you try best bring in your five or 10 uh best friends that want to put in some money you can carve out a piece for yourself so you actually get paid a fee a front   maybe you get paid a fee um during the uh hold period and then perhaps you get a percentage of the equity on the back end so it can be a very lucrative business for someone to get started and because triest makes it so easy to do it meaning put all these different services and things together for you it it really anyone can do it yeah that's so cool and we we've worked with you guys and have seen it in action and you know to say f Fund in a box sounds almost uh trite because it sounds like can you really do   that but it's it's cool because you guys have have solved it and and not only have you solved it but it's also pretty cost- effective right I think one of the big challenges with the fun of fund is generally you can invest if you kind of pull Capital together in a fund you can invest at better terms with a sponsor so you can have a little more margin that you can kind of get paid from and your investors still make the same returns um but if you have a lot of legal costs a lot of ongoing um kind of portal and   back office expenses and tax returns everything else then it gets kind of expensive and eats away at the margins that you know you're hoping to to use to pay yourself so you guys have kind of Crea a really streamlined um kind of off-the-shelf product that can fit majority of of offerings and make it pretty easy right that's right it gets really difficult to make it work that's again the fund of fund like we've talked about it's always been a solution it's just really expensive and really hard to put   it together um especially for someone that that isn't a professional Capital Riser um that just wants to put together $500,000 a million a million5 something like that it it it doesn't even make sense cost wise in the old way of doing it you're going to pay a Securities attorney minimum of like let's say 15,000 maybe 20 maybe $25,000 to put one of these together maybe even more I used to work at a big Law Firm where it cost $75,000 it's crazy the expenses that add up and that's just the legal piece that   doesn't include all the back office administration things that we talked about doesn't include um engaging with a CPA to do your taxes it doesn't include all those things that's just the legal cost by itself and tribe best has made it super inexpensive to be able to do this and to be able to do it time and time again so it works with a $500,000 raise it works with a million dollar raise you don't have to raise $20 million to make it work from an affordability standpoint yeah that makes sense so do   you guys also have like any kind of education or different coursework to help people that are you may want to make the transition of like yeah I think that that sounds like something I could do I my friends are always asking me what what I'm investing in and it wouldn't be that hard to go get five 10 friends to go and invest and create a fund and you know but they just don't they've never done it before they never thought about it till just now so right you guys have I know you're really more given the solution but do you also have   like any kind of education or do you have resources you guys can point people to to learn more about what does it look like to you know what what's what's the process you have to go through to um kind of go from idea to actual uh you know making a fund yeah yeah I'll tell you we don't have any formal legal or sorry formal educational things out there at the moment but we are working on that um but we have made it so simple that we can jump on a zoom call with anyone that that's in is potentially   interested in being a capital raiser and putting together a fund of fun and walk you through a pitch deck and it should be pretty clear what you need to do because we handle basically everything you you put together your investors you put together your terms and how you're going to get paid and then we'll be able to do kind of all that back office all that legal all those things that you don't want to know or don't want to do we handle all it yeah makes sense awesome well kind last question I just   love to get your insights on just the market in general for Alternatives and and private placements and you've obvious been in this space for over a decade and we've been in the space for about 11 years now as as an operator and it just feels I mean it's it's already been the amount of capital that's kind of come into kind of private Equity into real estate into private placements in eneral it's totally shifted the game but it also feels like we're still kind of early Innings right it still feels like   people are just discovering this for the first time and and even the conversation we're having of you know um activating people to raise Capital right in a compliant way that's just an easy way because you guys are creating a system that just reduces friction to continue to increase more Capital to come into the space like do you feel the same thing are you seen I know there's kind of some potential proposed regulation to you know increase the requirements for accreditation and you know there's   always a battle going back and forth on on that but what's kind of your sentiment just at a broader level of just the alternative kind of private placement space in over the next 10 years yeah I mean I'm I'm bullish right like we're we're kind of in a little bit of a lull right now um you'll hear that capital's a little bit harder to come by investors are holding on a little bit tighter um but that's because there's actually deals out there right now I mean said right now is actually a great time to invest right now is a great time   to invest because prices are are depressed a little bit um investors are a little bit reluctant to invest um there are less buyers in the market because a lot of them are getting kind of washed out um but there are some properties coming online through foreclosures through things like that this is where you know when you talk about during good times you're like oh man I cannot wait until there's blood in the streets and I'm going to pounce on it I'm want to pounce on those opportunities that time is right now it   it's not it's not you're you can be waiting on the sideline for years and you're gonna you're gonna miss it it's right now right now is the time to to figure out how to invest how to raise Capital how to do deals how to make them work because right now it's difficult to make them work that's that's the truth of it right now is the time to act and you're going in five years from now for instance you're going to look back to this time and say man I wish I would have got started because we're we're   we're going to be in the upswing again very soon totally no I was just uh I was a one of the guys I follow who's been in real estate for a long time he was talking and reminiscing about he bought uh I think he said three dozen single family homes between uh 2009 and 2011 right and he's held on to them since then and you know looking back he's like the only thing he wishes he did was buy more right because it's but at that point it was you know everything was on sale everyone was like real estate's over and it's it's so hard to   be contrarian I think it's Warren Buffet this said be uh you know fearful when everyone else is greedy and greedy when everyone else is fearful right it it's it's a simple idiom that makes sense but it's really hard to do and right now we're kind of in that that time where investors are reticent there's a lot of pressure on deals right now that's kind of creating a great buy opportunity you know we're seeing I know you're seeing it and uh you know I think I agree with you I think it's a great time to be to   be jumping in right now and uh Seth thanks so much for coming on man what's what's the best way for folks to get a hold of you and learn more about uh your law firm uh raise law and try vest if they want to learn more about what that looks like for sure uh the best place where I keep all my links is Seth Paul bradley.com um you'll have links to try best there links from my uh law firm and social media it's all posted on there okay we'll put that in the show notes and definitely appreciate you coming on   today set it awesome all right Ben appreciate it [Music] [Applause] [Music] man Links from the Show and Guest Info and Links https://www.youtube.com/watch?v=oiRq38II33s&t=1047s https://www.instagram.com/p/C5mNnwsv2fs/  https://aspenfunds.us/private-credit- https://www.investwithaspen.com/free-economic-report https://www.linkedin.com/in/benwfraser/ https://www.linkedin.com/company/aspen-funds/ https://www.instagram.com/aspenfunds/   Seth Bradley's Links: https://x.com/sethbradleyesq https://www.youtube.com/@sethbradleyesq www.facebook.com/sethbradleyesq https://www.threads.com/@sethbradleyesq https://www.instagram.com/sethbradleyesq/ https://www.linkedin.com/in/sethbradleyesq/ https://passiveincomeattorney.com/seth-bradley/ https://www.biggerpockets.com/users/sethbradleyesq https://medium.com/@sethbradleyesq https://www.tiktok.com/@sethbradleyesq?lang=en

In this conversation, Dylan Silver interviews David Spencer, a CPA specializing in real estate and business accounting. They discuss David's journey into the field, the importance of tax strategy, and the role of technology in accounting. David emphasizes the need for proper tax planning and the advantages of working with a CPA. They also explore the future of stablecoins and digital assets in real estate transactions, as well as strategies for real estate investing and when to seek professional guidance.  Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Mike Kron serves as Chairman of the Guardian Net Lease Fund, where he is focusing on finding single tenants on net leases of the top Fortune 350 companies. In addition to that, Mike helps to manage a family office consisting of over 14,000 multi-family units in multiple states as well as being a real estate broker and attorney. He got his start in college after buying a 6 unit complex in Michigan renting out to fellow students while also renovating old houses while attending school. Hear Mike share how his journey has taken him investing in multiple states and asset classes as his portfolio grows and how he works with his family and kids while running a family office.Follow Mike

In this episode, Roger Wesley breaks down what most investors miss—and what smart investors do differently. He unpacks his biggest lesson moving into real estate + how conviction, clarity, and communication can transform your career and help raise capital in unexpected ways.Married with 4 kids and counting, Roger is a committed husband and loving father. He has conquered poverty, homelessness, and failure to become a man of inexhaustible persistence and patience. He owns multiple businesses, is a Real Estate Investor, and He is most grateful for his Salvation through his Lord and Saviour Jesus Christ. Ask him about it at www.rogerwesley.com***Episode highlights:[00:00-06:11] Skepticism to conviction in REI[06:12-08:13] Impact of high-level communication[08:14-11:03] The Secret to scaling your business[11:04-18:14] Non-traditional way to fund a business[18:15-27:07] Polish your business in 10 minutes[27:08-27:59] Connect with Roger[28:00-32:23] Expert Q&AAny questions?*** Grab my 10k/month passive income strategy and weekly newsletters at https://tinyurl.com/iwg-strategy BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing

The new 2025 tax bill brings massive changes—especially for real estate investors! From 100% bonus depreciation to renewed opportunity zones and expanded affordable housing credits, this could mean HUGE tax savings if you play it smart. We break down the 4 biggest changes real estate investors need to know in under a minute. Want to learn passive investing strategies and how to legally reduce your tax bill? Join our Co-Investing Club and start building wealth together.

Title: What They Don't Tell You About Raising Capital (Until It's Too Late) with Ben Fraser Summary: In this episode of the Invest Like a Billionaire podcast, host Ben Frasier interviews Seth Bradley, the Chief Legal Officer at TribeVest and an experienced securities attorney. They discuss Seth's transition from a big law background to becoming a passive investor and then an active capital raiser, detailing the steps involved in his journey. Seth shares insights on private placements and syndications, emphasizing the importance of understanding legal documents such as Private Placement Memorandums (PPMs) and operating agreements. The conversation also highlights key trends and shifts in capital raising, particularly the emergence of the fund-to-fund model, which allows passive investors to leverage their networks without taking an active role in deal management. Furthermore, Seth talks about the services provided by TribeVest to simplify the investment process for both passive investors and new fund managers. They touch upon the current state of the alternative investment market, discussing the advantages and opportunities available amid economic challenges. Links to listen and subscribe: https://podcasts.apple.com/us/podcast/155-moving-from-passive-to-active-investor-feat-seth/id1587171662?i=1000652125962 Links to watch and subscribe: https://www.youtube.com/watch?v=oiRq38II33s&t=1047s Bullet Point Highlights: Seth Bradley's Journey: Transitioned from big law to passive investing, and now to active capital raising. Understanding Legal Documents: Importance of critically reviewing PPMs and operating agreements as an investor. Red Flags in Investments: Identifying key terms and clauses in legal documents that can affect investor rights and returns. Fund-to-Fund Model: Insights into how new capital raisers can operate without needing to be actively involved in deals. TribeVest Services: Overview of how TribeVest supports fund managers with a streamlined legal and operational framework. Market Trends: Discussion on the evolution and current opportunities within the alternative investment space. Advice for Investors: Encouragement to dive into the market now to capitalize on upcoming opportunities as conditions stabilize. Transcript: hello future billionaires welcome back to another episode of the invest like a billionaire podcast today's guest is Seth Bradley very fun to talk with him he's friend of mine for several years and he's the chief legal officer at tribe vest which is a really cool company if you haven't heard of them we actually had their CEO and founder on about a year ago but they're kind of doing a really new cool push that I'm going to talk about in a sec but his background he's a big law Securities attorney spent a lot of time in kind of   corporate world transition really to kind of becoming a passive investor invest a lot of syndications so he talks a lot about his journey making that transition kind of going to generate passive income Financial Independence but then he's actually shifted back to becoming an active Capital Riser and he's seen a lot of people make this transition that been investing for a little bit and now want to kind of activate their Network and some of the stuff they're doing at Tri bestest is making this really really easy for   people so it's a really cool interview we kind of hit a lot of his journey from his perspective as a Securities attorney what are some of the big things you got to focus on when you're reviewing legal documents what are the red flags yellow flags Etc and then he kind of shares a little bit about some of the things and the trends going on in the kind of private placement syndication and capital raising worlds that if you haven't heard about some of these ideas you definitely want to tune in and listen because it's pretty cool I'm   seeing the same thing on my side of things so you're going to enjoy this episode he's a very very sharp guy and a lot of great insights that he shared I think you're going to love this episode please enjoy this is the invest like a billionaire podcast where we uncover the alternative investment and strategies that billionaires use to grow wealth the tools and tactics you'll learn from this podcast will make you a better investor and help you build Legacy wealth join us as we dive into the world   of alternative Investments uncover strategies of the ultra wealthy discuss economics and interview successful investors looking for Passive Investments done for you with and funds we help accredited investors that are looking for higher yields and diversification from the stock market as a passive investor we do all the work for you making sure your money is working hard for you in alternative investments in fact our team invests alongside you in every deal so our interests are aligned we focus on macr   driven alternative Investments so your portfolio is best positioned for this economic environment get started and download your free economic report today welcome back to another episode episode of the invest like a billionaire podcast I am your host Ben Frasier and joined by a very exciting guest Seth Bradley I've know Seth for several years he is the managing partner at Ray's law and the chief legal officer at tribe vest and uh Seth and I have done some business over the years and different things he's an   attorney and uh a very experienced Securities attorney and even has his own podcast called the passive income attorney podcast and so he comes with a really unique perspective both being an entrepreneur investor as well as an attorney gives him some really unique insights in this space of kind of private placements alternative Investments and super excited to have on the show so Seth thanks for coming on man Ben appreciate it man we finally got around to to recording this really really appreciate it man yeah it was   kind of fun because we reached out a couple years ago and uh we're we're gonna do something that never worked out and then all of a sudden you're ready to do the podcast tour and Pops back up three years later so hey let's do good I'm I'm gay man so looking forward to doing this now so give a little bit of uh context for your background uh for those who maybe aren't familiar with you and just kind of what you do in kind of the areas of expertise that you focus on as an attorney sure man so I worked in   big law for about seven years um most recently at a top three globally ranked Law Firm um as a real estate started out as a real estate attorney made my way over to Securities um at that point um I started kind of getting that you know mo as most entrepreneurs do that feeling like you want to do something else you don't want to have all these bosses you want to get out there and do your own thing um but you know I'd worked pretty hard to get where I was so I wanted to make sure that I knew what I was getting   myself into um I'd already been working with Real Estate Investors and folks like that as my clients um started talking to them started talking to some of the partners in my in my firm about how they invest what they do um really Lear learned about you know passive investing um and making my way kind of to the equity side and that's really where I my journey began as a passive investor in in syndications so I invested in a number of those um and also invested actively you know I kind of did the the Bigger Pockets uh you   know path where I listened to Bigger Pockets I did a you know house hack I did fix and flips I did buy and hold single families things like that as well as past investing in larger Investments um and at that point I realized hey I've got this network of attorneys and other folks that I can raise capital from so I made my way from passive investor to active investor man so you've done done the the full circle here I love it so started Big Lot and your bio says you Clos billions of dollars in real estate   transactions over the past decade so you've you've seen a lot of deals um I'd be curious because you know a lot of people that maybe newer to real estate investing newer to Alternative investments in general and just the world of private placements they kind naturally think hey the only way I can do it is you know the Bigger Pockets path which is a great path if you want to go and you know do it actively and have a second job so to speak where you go and buy your own real estate and and fix it up or work with contractors to   fix it up but you went straight into syndications which in a lot of ways uh fits better for uh people that are working professionals and you know don't want to necessarily trade time for wealth building already have a great income uh generator through the their job or their business and they want to just redeploy that into syndications so what was kind of the journey for you understanding the world of syndications and really with your background um insecurities law and how did you kind of get comfortable with that and what was   the Journey For You diving head first into syndications early on yeah I mean you really have to have skills uh money or time that those are the three things you can really offer right so it depends on how much of each one of those you have as to what your investment profile should look like and what you should get started in um I was actively wanting to participate in deals from the get-go but I did already have exposure from my real estate uh real estate practice to syndications and and watching other   people raise Capital knowing that those types of Investments are out there so I think I had an advantage there because prior to that I had no idea the only thing I knew was kind of that Bigger Pockets path it's like okay well house hack into a single family or dup or a duplex and then rent the other side out and then Fix and Flip This or wholesale that um I didn't really know about syndications other than through um my my law practice so I think I had that Advantage um get getting that exposure   and being able to transition to that quicker yeah talk a little bit about I mean your podcast is called passive income attorney and your your big goal is passive income and what was really kind of the idea behind that or why was that your primary goal and what does that mean to you yeah I mean the idea behind that was to be passive and I think we kind of as entrepreneurs we go back and forth I think we all want to end up on the completely passive side eventually but sometimes you don't get there as quickly   if you don't go on the active side for a little bit and I think I'm I'm seeing that a lot myself I did that I started investing passively and now I went to the active side as an active syndicator as a fund manager raising capital and participating in deals even on the operational side um because you can accelerate quicker that way if you the more time and effort that you put in the faster you can accelerate now a lot of folks out there especially pive investors listening if their doctors dentist lawyers they don't have time for   that so they need to invest passively that's probably the best use of their time because their highest and best use of their time is in their career being a doctor a dentist a lawyer an engineer where they're making a lot of money in their active income it doesn't really make sense that for them to start a fix flip business or wholesale business or even a syndication business really out of the gate until you figure out what what you want to do it makes more sense to take that active income put it into   passive investment vehicles that don't take any time away from your practice Yeah I love that what' you say there's you you one of three things skills time or money right and so one of those you're going to be trading to generate more passive income or wealth and wherever you're at in the Spectrum and where you're willing to kind of trade for for that invest I love that it's very uh makes a lot of sense so talk a little bit you know I want to get to what you said this in the minute kind of transitioning kind of bluring the line   of going back and forth between passive and active I think this is really interesting I've seen the same Trend but before we get there you know a lot of a lot of our listeners you know that are maybe newer to syndications newer to passive investing they um get a little bit shell shocked when they see a PPM or a set of legal docs to review for a deal and they they don't know what should I be focusing on what should I be looking for what are potential red flags or yellow flags and you know from your perspective and   I'm sure you probably saw a lot of things early on they like okay that's interesting or um you know making that transition you already had a leg up uh given your background but what are some kind of key things that you know maybe even coming into it you already had a leg up but now even 10 years later down the road have learned and things that you said you know hey this is way more important than I thought it was originally from from a pure passive standpoint because I think that's a roadblock for a lot of people yeah yeah   and you know it's intimidating right when you get that first PPM which is going to have exhibits to it and the exhibits are going to be an operating agreement subscription agreement maybe um maybe some marketing materials a business plan things like that you're looking at at least a 100 page document maybe it's 200 pages and if you're not a lawyer and used to looking at 100 page documents that is intimidating you're like what am I supposed to do this is going to take me you know this is like a month's worth reading if I'm actually   going to read this thing and really most past investors don't read it um but you should I mean you should at least start reading them um because it gets it gets easier and easier to read because they're all going to be very similar they're all going to have a similar structure and similar pieces and things to look out for I think one really important thing and you might not be able to do this the first time but you can start um kind of thinking about it but just really matching the PPM to the oper room because the PPM should really   be um kind of a a summary so to speak of the operating agreement because the operating agreement is the meat of what's actually going to be the the terms uh within that LLC within that investment and at the end of the day if something goes wrong or not even goes wrong but if there if there's some sort of um agreement or disagreement that needs to be figured out you're going to look at the operating agreement not necessarily the PPM to figure out uh what the next step is what is the mechanism for fixing this problem so you   know just making sure that the people PM accurately reflects what the operating agreement says is very important and and then taking a step further that the operating agreement and the PPM match what the lead sponsors are telling you let's say in the marketing materials or the webinar like just making sure that there's a clear picture between all the marketing materials the webinar um and the legal documentation is really important and sometimes if it doesn't make sense or there are certain terms   that don't match up you know maybe they're not as meticulous as they should be and you need to look elsewhere that that's a really important thing to look out for um kind of coming back to your question you know when when you're first starting as a passive investor all you're really looking at is the returns right you're comparing kind of your projected returns in this deal to your projected returns in this other deal and you might get a 2% more irr return projected in this one than that one so   you're going to go with this one but at the end of the day those are just projections right those are just projections and those can be manipulated those are based on assumptions from the lead sponsor and those are not the most important things the most important things are the the sponsor and their track record what they've done how they've performed um and you know the market and the deal itself but just those projected returns can be manipulated so that's really you know it's important at the beginning or at   least you think it's important and then later on you become a more um wiy vet in passive investing you'll realize it's not as important as as as some other things like hey are your fees aligned things like that like what are the Voting Rights like how what if something happens and the manager is doing a terrible job how can you possibly get them out like what are those mechanisms um what are the mechanisms for a capital call when things go wrong what what happens those are the those are the more   detailed things and the nuances you need to look at as a past investor rather than just looking at the projected returns that's a lot of lot of good nuggets right there you just listen to that skip back a few minutes and listen to it again because that's really good I think you're so right right if it just it can feel intimidating to look at a 100 page 200 Page document and where do I start but just start at the beginning just start reading it it just got to skim read it skim read it and just the more   you get familiarized with um these different document sets the more they all kind of seem similar over time and you can kind of notice the the things that are common among different deals and then you also kind of notice the things that pop up as oh that's kind of unique or that that's kind of different than what I've seen in other deals and that's maybe outside of the norm um and just kind of getting familiarized with it you're going to pick up a lot on it but I think you hit a few of the sections that I think are really   important that a lot of people kind of glaze over because if you're getting just looking at the here's the irr projection here's where turns are going to be like you said there's uh a lot of assumptions that go into what those numbers are derived from and you know I always come back to my banking background you know risk adjusted returns right because every element of uh every deal you know whatever return you're projecting there's different levels of risk and if you're you know taking a lot more risk in a particular   deal or strategy or structure the same level of return it's it's not Apples to Apples right and so understanding what that is from a deal standpoint but there's also risks uh some of the points you made within the legal structure and so he's saying go straight to the operating agreement as a starting point because that's ultim timately what's going to govern the the deal and the mechanisms for potentially firing the sponsor as a manager or like you said the capital call and the waterfall section understanding how does do   profits flow through the entity and what are the splits between them what are some things that maybe 10 years down the road now invested I don't know how many deals you've invested in passively but you look back you're like oh man you know what I I read that section and you know I kind of knew that maybe was a little outside the norm but I was so excited about the deal didn't really wasn't too concerned about it now looking back like oh man now that was that was a good learning experience because now you know maybe I can't vote   out the manager or you know different things that you would say looking back are more important that maybe you put weight on in the front end and maybe some examples of um you know especially right now I think a lot of a lot of deals that people invested over the past few years you know unfortunately are requiring Capital calls or are kind of headed in a direction that may not be good and um you know maybe it's the fault of the operator maybe it's not but if it is a fault of the operator What mechanisms do you have and what voting   rights do you have as a passive investor and talk a little bit about that because I think that's going to be very relevant especially over the next few years is sure certain older deals are kind of not hitting the projections they thought originally yeah I mean I think I already touched on most of them from a high level but like for instance um voting out the manager like if the manager is doing something um fraudulent or misrepresented what they were doing or you know really just doing a terrible   job is probably not a reason enough to get them out but it could be um if it gets to a certain certain point um but that's really one thing to to look for to see like what the mechanism is like does it take a unanimous Vote or does it take a majority vote or does it take a majority or super majority of each share class each membership class within the LLC so it it and typically they're set up so it's really difficult to get the manager out right because the lead sponsor is going to be the manager and   they're the ones that are going to be making all the decisions and they don't want to lose control so they wanted to make it as hard as possible um and still make it legal um to stay in that seat and not get voted out so you know you will see some pretty onerous um Provisions within the operating agreement to be able to get them out but there should be a reasonable way to do it whether that's a super majority vote perhaps that's that's reasonable so super majority vote um in the event of a misrepresentation fraud you know any   sort of like bad boy act by the the manager or if their bad performance reaches the level of you know negligence or something like that there just needs to be a mechanism to get them out that's that's just one example when you had mentioned Capital calls as well so Capital calls it's like what is the mechanism when the LLC or or the syndication needs additional operating expenses to survive what what is the mechanism to do that like can is the first step to actually do a capital call and is that Capital Call Mandatory   meaning that the investors have to participate um on a proat a basis or that's not typical so if you that's one thing to look out for if it is mandatory that you do and and if you don't then you're basically out or you lose uh you know an unreasonable amount of your Equity if you don't participate then perhaps that's a red flag right like if you don't participate um well I should say the capital call should be optional and if you don't participate that's okay um but you will most likely be watered   down your Equity will get watered down on a prata basis rather than something above a pro basis right so that's an example you're saying of if it's required which is uncommon right that that's that's a red flag potentially um or if you get diluted a higher than the proat mount is another another negative and you're exactly right I mean I think you know part of this is when you're when you're investing passively you're you're giving up control of of operating the deal to the sponsor right is so that that's kind of   the the trade-off is you're hiring experts you're investing with experts that hopefully know what they're doing so that you don't have to be doing the day-to-day stuff and so it can be difficult to replace managers and and uh you know have uh impactful voting rights uh that can change the outcome unless there's fraudulence or negligence but I think it kind of goes to the point too of understanding what these kind of parameters are and what's normal and then also like I think you can pick up a lot of what you're saying and just the   congruence between PPM the operating agreement the the offering memorandum the webinars and um and then really the alignment of Interest right because if ultimately if the sponsor stands to lose alongside the investors if they're not just getting rich just off of fees and you know does they don't have a whole lot of skin in the game then ultimately it might not be you know a great deal but if they have a lot of lot skin in the game and even if it's written in these certain ways it doesn't necessarily mean it's a bad a bad   investment so okay love it get a little bit in the weeds there for for some people and if this is you know um newer to you I I definitely encourage you um to just start this you know opening up the bpms or reading them and you're going to pick up a lot by doing that and then just ask questions right and I think it's a great thing too that if you're reading the PBM and reading operating agreement to ask questions of the sponsor and that's usually pretty indicative of one how well do they know their own documents and to how willing   are they uh to address certain questions that maybe maybe concerns to you right and I think you can actually get a really good sense of um how they and how they respond of of what that interaction is going to be so love that thanks for some of that Insight Seth I'd love to shift a little bit uh you mentioned something earlier I I wanted to come back to is you you kind of you have said before you the future of capital raising is kind of Shifting and evolving and I think a lot of people are realizing and   I've seeing the same thing too right I'm a a coach and you know masterminds for Capital risers and this fun to fund model is becoming very popularized and people that maybe think oh I'm not really a capital Riser or you know that's that's not my you know what I've learned to do went to school to do or whatever or realizing hey actually I've been investing passively for a while I have a pretty great Network because I'm around a lot of accredited investors I've done enough to kind of know a good amount and   I can actually turn this into a business right and so talk a little bit about what the fun to fund model means and maybe someone that's in that boat where what you said is I think I'm gonna go 100% passive but then you know you're also learning a lot along the way and you have a a network that maybe you can activate and also raise capital and get get paid to do it compliantly that's right and and you said it and I'm seeing it time after time where past investors they invest in a number of deals and and   you know folks that are investing in these deals typically have a little bit of money and they probably have friends that have money as well and their their friends start asking them about the deals that they're investing in um and they start thinking hey you know what what can I can I get paid can I have a is there a business here that I can develop that I can build um by bringing in all my friends and family that might also be wealthy might be able to put these These funds together um and invest   in the deal together um you can certainly do that but you start to run into lots of Securities lots of rules and regulations that some people know about and some people don't you'd be surprised uh um that you know you see people out there raising capital in ways that they shouldn't do it um but what's great about the fund of funds model is that you know you're not a what's called a CP so you're not an active partner with the lead sponsor that's kind of the I'll call it the old way and I you know   I've been saying that the CP model is dead just to kind of put it out there that um you know we shouldn't be raising Capital with lead sponsors and then not doing anything else not participating in deal and and having an active role if you're a true cgp you need to have an active role in in the deal and that's kind of what deters um passive investors and doctors and dentists and lawyers and people like that that already have a career they don't want to take an active role right like they don't want to do   the asset management or manage the property manager or talk to tenants or anything like that and that's where the fund of fund solution comes in the fund of fund solution is really creating another syndication or another fund um that invests into the lead sponsor syndication or fund and that's where the name fund of fund comes from now traditionally the issue with that is well it does come with responsibilities for the fund manager they they have to put the deal they have to put their own fund together they have to put their cap   table together open a business banking account form an LLC get a Securities attorney um you know manage their investors manage their distributions do taxes all those sorts of things and so it turns into an active business and on top of that it's expensive because we are creating a second syndication a second fund to invest in that uh lead sponsor Target Fund um so that's the the problem that's always been the solution the fund of fund has always been the right solution but those problems that I   just mentioned are why it hasn't been widely adopted but you're seeing a big shift in the market as we're able to provide a more affordable option and a and a solution to bringing all those different services that a fund manager would normally have to go out and get themselves and putting it into a package yeah that makes a lot of sense and so like we said we're seeing the same thing where people are um they've been investing they they like what they're doing they have their friends and their family asking about the different deals   they're doing and then they have thought well hey I mean that's I can make money doing this and what most people have done historically is cgp model and for those that are unfamiliar with that is basically you raise money directly into the lead sponsor syndication or entity and then you get uh granted certain General partner shares for doing that but and you're the you're the attorney so I'm I'm gonna say at a very high level as I understand it by by doing that you are um uh well you can't raise   money and get paid for it unless you're a registered broker dealer unless you're General partner and uh are continuing to operate the uh the deal the business and have an active role in it but most people that are just raising capital or just want to raise Capital as um you know on the side of what else they're doing that's not a realistic expectation so what what we've seen I'm sure you probably see a lot more than me is these different uh uh folks that are raising capitalist cgps and then you know this   this new SP has about 10 different CPS on the list on the roster here and it's pretty hard to make an argument that they're all actively participated in managing the deal because you just don't need that many people right if it's the same deal and so then you kind of run into compliance risk and you just you don't want to mess with that I mean that's that's just let's leave it there and so the fun of fund model has always been around it's basically you create your own fund and as your own fund manager you're exempt from um uh some of   these uh securities issues to basically raise capital from your investors into your fund then that fund invests into the uh kind of the mothership fund or the the lead sponsors fund and by doing that you um you know it's you're in the in the you're not in the gray area anymore where it can kind of be um maybe not great from a compliance standpoint and the challenge as you mentioned though is it can be expensive maybe it's a little complicated to know how toell up and I'm not really a professional fund manager   how what do I know um but that's that's what you're doing now at triest and we've had Travis Smith on the podcast before so if you haven't listened to that episode um it's probably a year or so ago we'll put the put the link in the show notes because it's a um a great episode talking about tribe vest and what what you guys are doing really trying to from my perspective simplify the access and the kind of backend back office functions of um both for Passive investors and for fund managers to continue to increase   access to more to more deals so talk a little bit about kind of what you guys do at at tribe vest and to kind of help people um you know both from a passive standpoint that's want to direct the investors past investors that don't really want to do it as a business but then also kind of the new fund manager programs that you guys are putting together to help people that want to kind of activate their Network want to you know use this as a way to make money and um do it without having to be an expert in all the the backend side of   things absolutely at at Trio I'm the chief legal officer for tri best I help create the fun to fun product that we have out there right now it makes it simple TurnKey and affordable for anyone to really start a capital raising business um all those things that I mentioned before opening your business bank account um starting your LLC drafting your offering documents um getting your EIN onboarding your investors creating your cap table doing your distributions doing your taxes all those things you normally have to put   together and find different uh platforms and different people like attorneys and CPAs to help you out and put those put the the fund of fund together we do that we put it in a fund of fund we call it a fund of Fund in a box it's really a Lego block that you can use and invest in a deal like with Aspen if Aspen has a fund you can create your own fund you try best bring in your five or 10 uh best friends that want to put in some money you can carve out a piece for yourself so you actually get paid a fee a front   maybe you get paid a fee um during the uh hold period and then perhaps you get a percentage of the equity on the back end so it can be a very lucrative business for someone to get started and because triest makes it so easy to do it meaning put all these different services and things together for you it it really anyone can do it yeah that's so cool and we we've worked with you guys and have seen it in action and you know to say f Fund in a box sounds almost uh trite because it sounds like can you really do   that but it's it's cool because you guys have have solved it and and not only have you solved it but it's also pretty cost- effective right I think one of the big challenges with the fun of fund is generally you can invest if you kind of pull Capital together in a fund you can invest at better terms with a sponsor so you can have a little more margin that you can kind of get paid from and your investors still make the same returns um but if you have a lot of legal costs a lot of ongoing um kind of portal and   back office expenses and tax returns everything else then it gets kind of expensive and eats away at the margins that you know you're hoping to to use to pay yourself so you guys have kind of Crea a really streamlined um kind of off-the-shelf product that can fit majority of of offerings and make it pretty easy right that's right it gets really difficult to make it work that's again the fund of fund like we've talked about it's always been a solution it's just really expensive and really hard to put   it together um especially for someone that that isn't a professional Capital Riser um that just wants to put together $500,000 a million a million5 something like that it it it doesn't even make sense cost wise in the old way of doing it you're going to pay a Securities attorney minimum of like let's say 15,000 maybe 20 maybe $25,000 to put one of these together maybe even more I used to work at a big Law Firm where it cost $75,000 it's crazy the expenses that add up and that's just the legal piece that   doesn't include all the back office administration things that we talked about doesn't include um engaging with a CPA to do your taxes it doesn't include all those things that's just the legal cost by itself and tribe best has made it super inexpensive to be able to do this and to be able to do it time and time again so it works with a $500,000 raise it works with a million dollar raise you don't have to raise $20 million to make it work from an affordability standpoint yeah that makes sense so do   you guys also have like any kind of education or different coursework to help people that are you may want to make the transition of like yeah I think that that sounds like something I could do I my friends are always asking me what what I'm investing in and it wouldn't be that hard to go get five 10 friends to go and invest and create a fund and you know but they just don't they've never done it before they never thought about it till just now so right you guys have I know you're really more given the solution but do you also have   like any kind of education or do you have resources you guys can point people to to learn more about what does it look like to you know what what's what's the process you have to go through to um kind of go from idea to actual uh you know making a fund yeah yeah I'll tell you we don't have any formal legal or sorry formal educational things out there at the moment but we are working on that um but we have made it so simple that we can jump on a zoom call with anyone that that's in is potentially   interested in being a capital raiser and putting together a fund of fun and walk you through a pitch deck and it should be pretty clear what you need to do because we handle basically everything you you put together your investors you put together your terms and how you're going to get paid and then we'll be able to do kind of all that back office all that legal all those things that you don't want to know or don't want to do we handle all it yeah makes sense awesome well kind last question I just   love to get your insights on just the market in general for Alternatives and and private placements and you've obvious been in this space for over a decade and we've been in the space for about 11 years now as as an operator and it just feels I mean it's it's already been the amount of capital that's kind of come into kind of private Equity into real estate into private placements in eneral it's totally shifted the game but it also feels like we're still kind of early Innings right it still feels like   people are just discovering this for the first time and and even the conversation we're having of you know um activating people to raise Capital right in a compliant way that's just an easy way because you guys are creating a system that just reduces friction to continue to increase more Capital to come into the space like do you feel the same thing are you seen I know there's kind of some potential proposed regulation to you know increase the requirements for accreditation and you know there's   always a battle going back and forth on on that but what's kind of your sentiment just at a broader level of just the alternative kind of private placement space in over the next 10 years yeah I mean I'm I'm bullish right like we're we're kind of in a little bit of a lull right now um you'll hear that capital's a little bit harder to come by investors are holding on a little bit tighter um but that's because there's actually deals out there right now I mean said right now is actually a great time to invest right now is a great time   to invest because prices are are depressed a little bit um investors are a little bit reluctant to invest um there are less buyers in the market because a lot of them are getting kind of washed out um but there are some properties coming online through foreclosures through things like that this is where you know when you talk about during good times you're like oh man I cannot wait until there's blood in the streets and I'm going to pounce on it I'm want to pounce on those opportunities that time is right now it   it's not it's not you're you can be waiting on the sideline for years and you're gonna you're gonna miss it it's right now right now is the time to to figure out how to invest how to raise Capital how to do deals how to make them work because right now it's difficult to make them work that's that's the truth of it right now is the time to act and you're going in five years from now for instance you're going to look back to this time and say man I wish I would have got started because we're we're   we're going to be in the upswing again very soon totally no I was just uh I was a one of the guys I follow who's been in real estate for a long time he was talking and reminiscing about he bought uh I think he said three dozen single family homes between uh 2009 and 2011 right and he's held on to them since then and you know looking back he's like the only thing he wishes he did was buy more right because it's but at that point it was you know everything was on sale everyone was like real estate's over and it's it's so hard to   be contrarian I think it's Warren Buffet this said be uh you know fearful when everyone else is greedy and greedy when everyone else is fearful right it it's it's a simple idiom that makes sense but it's really hard to do and right now we're kind of in that that time where investors are reticent there's a lot of pressure on deals right now that's kind of creating a great buy opportunity you know we're seeing I know you're seeing it and uh you know I think I agree with you I think it's a great time to be to   be jumping in right now and uh Seth thanks so much for coming on man what's what's the best way for folks to get a hold of you and learn more about uh your law firm uh raise law and try vest if they want to learn more about what that looks like for sure uh the best place where I keep all my links is Seth Paul bradley.com um you'll have links to try best there links from my uh law firm and social media it's all posted on there okay we'll put that in the show notes and definitely appreciate you coming on   today set it awesome all right Ben appreciate it [Music] [Applause] [Music] man Links from the Show and Guest Info and Links https://www.youtube.com/watch?v=oiRq38II33s&t=1047s https://www.instagram.com/p/C5mNnwsv2fs/  https://aspenfunds.us/private-credit- https://www.investwithaspen.com/free-economic-report https://www.linkedin.com/in/benwfraser/ https://www.linkedin.com/company/aspen-funds/ https://www.instagram.com/aspenfunds/   Seth Bradley's Links: https://x.com/sethbradleyesq https://www.youtube.com/@sethbradleyesq www.facebook.com/sethbradleyesq https://www.threads.com/@sethbradleyesq https://www.instagram.com/sethbradleyesq/ https://www.linkedin.com/in/sethbradleyesq/ https://passiveincomeattorney.com/seth-bradley/ https://www.biggerpockets.com/users/sethbradleyesq https://medium.com/@sethbradleyesq https://www.tiktok.com/@sethbradleyesq?lang=en

Welcome to another FamilyCast episode! Today, we're sitting down with Steve Kinsley and Chuck Bingham, two associates in the Smart Real Estate Coach community who've teamed up to build their real estate business using creative financing strategies. Steve and Chuck share their journeys from ministry and design careers into the real estate investing world, and how they're leveraging subject-to deals and lease purchases to generate cash flow while helping people in tough situations.   They also break down the details of their first deal together, how they structure their partnership roles, and why community support and accountability have been critical to their early success.    If you're curious about how to start in creative financing or why support, structure, and service matter—this episode delivers a roadmap and a ton of real talk.   Key Talking Points of the Episode   00:00 Introduction 01:23 Meet Steve and Chuck: life before real estate and the reasons that drove them in 04:18 First deal in New Orleans: 11 people on the deed 06:59 Joining the Wicked Smart community and attending the In the Trenches Bootcamp 08:43 How seeing real deals helps with confidence and going all in 10:05 Why resilience and support are key in this business 11:33 Support from coaches in the Wicked Smart Community 15:56 Smart Real Estate Coach Apprentice Program, In the Trenches Bootcamp 16:50 Deal Breakdown: Expired listing → subject-to → $47K in 3 paydays 20:36 The buyer vetting process and working with mortgage professionals 24:12 The power of being around like-minded investors   Quotables   “We knew we needed income outside a W-2. When I found the Wicked Smart community, it just clicked.”   “You've got to have resilience to be in this business. But once you get the momentum, the potential is massive.”   “It's not theory here. It's practice. And the support between coaches and community is second to none.”   Links   QLS Live https://qlslive.com   Real Estate On Your Terms and Deal Structure Overtime https://wickedsmartbooks.com/podcast   FREE Master's Class http://smartrealestatecoach.com/masterspodcast   FREE Strategy Session with Chris Pre http://smartrealestatecoach.com/actionpodcast   QLS 4.0 https://smartrealestatecoach.com/qlspodcast   Investor Resources https://smartrealestatecoach.com/resources   Apprentice Program https://smartrealestatecoach.com/apprentice-pod   In the Trenches Bootcamp https://smartrealestatecoach.com/ittb-pod   3 Paydays Virtual Event https://smartrealestatecoach.com/3paydayspodcast   REI Blackbook https://smartrealestatecoach.com/REIBB-pod   7 Figures Funding https://smartrealestatecoach.com/7figures-pod   Land Voice https://smartrealestatecoach.com/landvoice-pod

Thinking about selling your home? This podcast is a must listen! What is your home really worth? Brian explains how to determine value in our ever changing Real Estate market. Learn about the three pricing models and decide which one works best for your situation. Plus, Brian goes into to detail about incentives that Real Estate Agents use to get your business! Have a real estate need or question? Book a consult with us today! ☎️ (843) 800-0065

Michael Rebelo is far from your average investor. At just 19, he's already walking the walk and talking the talk—educating others on how to put their hard-earned capital to work so they can stop trading time for money and start living the life they love. With a passion for financial freedom and a gift for simplifying complex strategies, Michael is helping a new generation of investors take real steps toward wealth and purpose.We want your feedback! Take our survey to help us better your listening experience.Check out the Multifamily Mindset store for great tools like the Think Bigger Journal and MFM merchandise.Follow us on Instagram:►Tyler Deveraux (@tyler_deveraux), CEO of Multifamily Mindset & Managing Partner of Axxis Capital►Cyndi Maguire (@cyndigap), Real Estate Investor & Consultant at the Multifamily Mindset►Zach Rucker (@zachrucker), Underwriting Mentor at the Multifamily Mindset

What did you think of todays show??100% bonus depreciation might be back, but don't get too excited just yet. In this episode, Greg Helbeck joins us to break down what the “Big Beautiful Bill” could mean for investors and if it should change your real estate strategy. We also talk about flipping vs. holding in blue states right now, the strategy that cost Greg $55,000, and how we use ChatGPT to protect our deals.Topics discussed:Introduction (00:00)Real estate advantages in the big beautiful bill (02:41)What people get wrong about bonus depreciation and taxes (06:30)Recent changes we've seen in the market (10:52)The strategy not working in blue states (12:38)Why finding good tenants is getting harder (15:51)How we deal with tenant removals (20:30)Our renter horror stories (26:17)Real estate 10 years ago vs. now (31:41)AI hacks for your real estate business (37:25)How we protect ourselves from buyers that flake (41:37)The value wholesalers bring to sellers (44:39)Connect with Greg Helbeck:https://www.instagram.com/grego_37/Listen to episode 420, “10 Years of Wholesaling: Greg Helbeck on What You Should Be Doing Differently in 2025” here:https://www.buzzsprout.com/1867269/episodes/16755674Learn more about the Collecting Keys SCALE Community! https://collectingkeys.com/scale/Check out the FREE Collecting Keys “Invest Anywhere” Guide to learn how to find deals in ANY MARKET Completely virtually (this is how we scaled to over a dozen markets)!https://instantinvestor.collectingkeys.com/invest-anywhereFollow us on Instagram!https://www.instagram.com/collectingkeyspodcast/https://www.instagram.com/mike_invests/https://www.instagram.com/investormandan/https://www.instagram.com/dylan_does_dealsThis episode was produced by Podcast Boutique https://www.podcastboutique.com

Links & ResourcesFollow us on social media for updates: ⁠Instagram⁠ | ⁠YouTube⁠Check out our recommended tool: ⁠Prop Stream⁠Thank you for tuning in! If you enjoyed this episode, please rate, follow, and review our podcast. Don't forget to share it with friends who might find it valuable. Stay connected for more insights in our next episode!

In this episode, we wrap up our three-part series on the history of WIIRE by diving into the key moments and decisions that have shaped our journey. We reflect on the genuine need that inspired WIIRE, the role community feedback has played in our growth, and the exciting evolution of our offerings, like CEO Bootcamp and the WIIRE Community itself. We also share what it was like to hire our first employees and how building a dedicated team has elevated everything we do. From authenticity and consistency to partnerships and future plans, this episode highlights what has made WIIRE thrive and where we're headed next!  Resources:Simplify how you manage your rentals with TurboTenantMake sure your name is on the list to secure your spot in The WIIRE Community  - doors open TODAY!Find out all the details on working with our WIIRE BookkeeperLeave us a review on Apple PodcastsLeave us a review on SpotifyJoin our private Facebook CommunityConnect with us on Instagram

In this throwback episode, Chris dives deep into the insights from a Tony Robbins event. He shares his own real-world investing strategies and explains why anticipation, not reaction, is the key to building long-term wealth.You'll learn:Why most real estate agents fail to build wealth (and how to fix it)What MRR (Monthly Recurring Revenue) is and why it's criticalHow to make your money work harder than you doWhy real estate is still the best place to invest — even during a recessionWhat Netflix, Verizon, and 1970s inflation have to do with your real estate strategyHow to push past fear and start investing nowThe “monkey and the apple” story that reframes gratitude and ambitionIf you're ready to stop riding the wave and start building real financial freedom, this episode is your roadmap.Connect with Chris:

This episode breaks down the game-changing 2025 tax bill and how its new depreciation rules, deduction limits, and estate exemptions unlock massive advantages for commercial real estate investors. Time Stamps: 0:00 - Introduction 0:36 - Trail Lake Plaza Deal Overview 1:07 - Lending Partnerships & Expansion 1:31 - Upcoming Deal Pipeline 2:01 - Goal to Hit 12 Deals in 2025 2:17 - New Tax Bill Overview 2:50 - 100% Bonus Depreciation Returns 3:40 - Retroactive Application & CRE Impact 5:19 - State & Local Tax Deduction Increased 6:01 - Why These Tax Breaks Might Not Be Permanent 7:08 - Estate & Gift Tax Exemption Increased 7:42 - Qualified Business Income Deduction 8:26 - Rollback on Green Energy Incentives 9:30 - National Debt & Economic Outlook 10:01 - CRE Market Outlook & Opportunity Window 11:13 - Why It's a Buyer's Market Right Now 11:47 - Tulsa Multifamily Rent Growth 12:00 - Final Thoughts & Next Episode Tease Interested in learning more?Visit https://www.thecriterionfund.com/ for all of your commercial real estate investing needs! CommercialRealEstate #CREInvesting #BonusDepreciation #TaxStrategy #EstatePlanning #PassiveIncome #RealEstateInvesting #CREDeals #InvestorTips #MarketTrends #RealEstateTaxBreaks

In this episode of the Real Estate Investing School Podcast, host Joe Jensen sits down with powerhouse investor and serial entrepreneur Dani Lynn Robinson, a woman behind over 2,000 real estate investment deals and $50 million in assets under management. From cruise ship musician to leading multiple companies and managing teams across the globe, Dani shares her incredible evolution in real estate—starting in 2008 with no network and scaling into nationwide sub-to wraps, wholesaling, fix-and-flips, and eventually large-scale syndications. She breaks down the structure of JV deals, the legal complexities of seller financing, and the philosophy that led her to build a vertically integrated real estate empire. Beyond the strategies, Dani opens up about the why behind her journey—her pursuit of peace, freedom, and joy. Together, she and Joe dive deep into the emotional and philosophical side of entrepreneurship: what it means to truly “trust the knowing,” how to align your business with your life season, and why chasing wealth doesn't mean chasing stress. Whether you're an active investor, an aspiring entrepreneur, or just someone figuring out how to build a life by design, this episode delivers both tactical insights and timeless wisdom from someone who's been through it all—and came out thriving. Book a free real estate investing strategy call! No experience necessary. Check out the Real Estate Investing School Youtube Real Estate Investing School Instagram Brody's Instagram Joe's Instagram Chatwithfreedom.com Dani's YouTube  

Learn how private money lending real estate transforms your funding strategy and why private money lending real estate is the go-to for savvy investors. In this episode, we unpack the fundamentals of private money lending real estate to help you raise capital without bank loans.✅ Understand real estate syndication explained—how pooling stranger capital under a sponsor/LP works✅ Discover creative financing in real estate techniques like seller-financing and private notes✅ Learn the ins and outs of real estate joint ventures to partner with active investors✅ Explore OPM strategies for investors that leverage other people's money for growth✅ See how to raise capital with OPM step by step, from pitch to closing✅ Avoid legal missteps with Howey test real estate investing—know when you're issuing a security✅ Draft compliant deals using an operating agreement real estate JV to define roles and equity✅ Compare capital-raise vehicles so you choose the right method for your projectBy the end, you'll have a clear roadmap for structuring deals that attract private lenders, stay SEC-compliant, and scale your real-estate portfolio. No jargon, just actionable insights straight from industry experts.

Tyler Deveraux breaks down why submitting the LOI is a power move and builds confidence to take the next step in your investing journey. We want your feedback! Take our survey to help us better your listening experience.Check out the Multifamily Mindset store for great tools like the Think Bigger Journal and MFM merchandise.Follow us on Instagram:►Tyler Deveraux (@tyler_deveraux), CEO of Multifamily Mindset & Managing Partner of Axxis Capital►Cyndi Maguire (@cyndigap), Real Estate Investor & Consultant at the Multifamily Mindset►Zach Rucker (@zachrucker), Underwriting Mentor at the Multifamily Mindset

Would you rather make $1 million by serving 1,000 clients, or the same amount by serving just 100? Success isn't just about the size of your paycheck. It's about the impact you make and the systems you build to create something that lasts.  Kelton Todd knows this well – after moving beyond solo grinding, he built a scalable business that unlocked real growth and freedom. Today, he runs a real estate empire generating over $100 million in revenue, and in this episode of Beyond A Million, he shares his journey and insights with Brad. Kelton talks about why focusing on impact beats chasing high margins, how redefining success helped him overcome anxiety, and how building repeatable systems and teaching others transformed his business. He also explains how to start investing in real estate, whether you're starting with zero or plenty of money, the power of DSCR loans that don't require traditional income checks, and why marketing is the driving force behind his growth. Plus, he opens up about why doing business with family can actually be one of your greatest strengths. If you want to understand how to start and scale real estate investing – whether you're working with zero dollars or millions – and learn strategies that build true long-term wealth, this episode is for you. Tune in!  — This episode is part of the 8FE (8-figure entrepreneur) series, where we talk to entrepreneurs who have already passed the million-dollar mark.  — Key Takeaways: 00:00:00 Intro 00:01:59 The difference between starting to invest with $0 and with $1 million 00:07:47 What types of investing work best for someone starting with no money 00:12:04 Adjusting strategies in high-interest and down markets 00:22:12 Choosing single-family homes for simplicity and accessibility 00:32:47 DSCR loans explained 00:42:43 Driving success by mastering marketing across businesses 00:50:14 The most common marketing mistakes today 00:55:04 Running successful family businesses with strong relationships and communication 00:58:42 How to control taxes and protect assets using entity structures in real estate 01:07:07 Contact info — Additional Resources:

What if you could evaluate a land deal in minutes instead of hours—and never even leave your home? In this episode, Jack Bosch breaks down how AI is transforming real estate, especially land flipping. You'll learn why we're in a once-in-a-generation window to build serious wealth, how AI tools like the new Land Profit IQ streamline due diligence, and why land is the perfect investment as the economy and workforce shift. Whether you're new or seasoned, this episode shows you how to stay ahead of the curve.  

In this conversation, Johnny Lynum shares his journey from a military career to becoming a successful real estate investor. He discusses how he got started in real estate using his VA loan, the challenges of balancing military life with investing, and the importance of networking in the industry. Johnny also highlights the transition from fix-and-flip projects to multifamily investments, emphasizing the benefits of scaling and the lessons learned along the way.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Finding success in real estate today can be a challenge. For Jessica Di Re, she was able to take her background in marketing and events and apply it to her role as a real estate agent in the Montreal suburbs. She blends strategic marketing with the science of human connection to help clients make smart decisions. She discusses the importance of daily habits, being a woman in real estate, the differences of the US & Canadian real estate markets, and helping people buy real estate across the borders. Follow Jessica

In this episode of the Know Your Numbers REI podcast, host Chris McCormack, CPA, MBA, dives into the strategies for legally beating the IRS and maximizing tax savings, regardless of your income level. Drawing from his experience at PwC, a leading global accounting firm, Chris emphasizes that you don't need to be a millionaire to benefit from the same tax strategies employed by wealthy individuals. He shares insights on how entrepreneurs, business owners, and real estate investors can eliminate the fears and frustrations surrounding taxes and accounting.Tune in to learn how to leverage these strategies to save thousands on your taxes and gain a better understanding of your financial landscape.Don't forget to leave a comment and follow for more insights on real estate investing and tax planning!••••••••••••••••••••••••••••••••••••••••••••➤➤➤ To become a client, schedule a call with our team➤➤ https://www.betterbooksaccounting.co/contact••••••••••••••••••••••••••••••••••••••••••••Connect with Chris McCormack on Social MediaFacebook: https://www.facebook.com/chrismccormackcpaLinkedIn: https://www.linkedin.com/in/chrismccormackcpaInstagram: https://www.instagram.com/chrismccormackcpaJoin our Facebook Group: https://www.facebook.com/groups/6384369318328034→ → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← https://www.youtube.com/@chrismccormackcpaThe Know Your Numbers REI 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.

The Big Beautiful Bill—officially known as the OBBBA—has been signed into law, bringing sweeping tax changes that could significantly impact real estate investors. In this episode, Kathy Fettke breaks down 8 key ways this new legislation could affect your real estate portfolio, tax strategy, and long-term wealth building. From the permanent increase in the estate tax exemption to 100% bonus depreciation, Qualified Opportunity Zones, and the temporary expansion of the SALT deduction, Kathy explains what investors need to know to stay ahead of the curve. Learn how these changes could impact everything from your cash flow to entity structuring—and what you can do now to make the most of the new rules. JOIN RealWealth® FOR FREE https://realwealth.com/join-step-1 FOLLOW OUR PODCASTS Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS SOURCE: https://www.forbes.com/sites/martinshenkman/2025/07/05/big-beautiful-estate-plan-impact-of-the-big-beautiful-bill-obbba/ 

In this week's Wicked Smart Master's Class, we welcome Deidre Quinn, 22-year real estate veteran and founder of The Deidre Quinn Team at eXp Realty. Deidre is more than just a top-producing agent—she's a forward-thinking entrepreneur, podcast host, media contributor, and coach who thrives on building relationships, amplifying her voice through content, and staying ahead of industry trends.   In this conversation, Deidre shares her journey through market shifts, technological disruption, and personal reinvention. From building a referral-based team culture to launching her Pending & Trending podcast and appearing on HGTV's American Dream, she reveals what it takes to grow with integrity, pivot with purpose, and stay passionate about your work after two decades in the business.   Key Talking Points of the Episode   00:00 Introduction 01:16 Who is Deidre Quinn? 03:08 How real estate has evolved: From fax machines to AI 05:01 The impact of AI on coaching and client expectations 08:23 Market downturns, pivots, and staying relevant 09:09 Coaching, learning, and delegation in real estate 11:13 Building a referral-based business and expanding reach 15:24 Launching the Pending & Trending podcast and the power of platforms 17:58 Why Deidre never “sells” and how her business thrives on relationship-first principles 18:56 Taking part in HGTV's American Dream to highlight Philadelphia 21:23 Operating in the Greater Philadelphia area and expanding to the Poconos market 23:21 How you can get in touch with Deidre and her team 24:06 Lead with value, stay adaptable, and prioritize the client   Quotables   “If you don't pivot, your time in the industry is going to be really short.”   “People always need a place to live. And if you're good at what you do, they'll always need your help.”   “You can't just stay the same and expect everything to stay the same around you.”   Links   The Deidre Quinn Team https://www.deidrequinn.com/ https://www.facebook.com/DeidreQuinnTeam https://www.instagram.com/teamquinnstagram   QLS Live https://qlslive.com   Real Estate On Your Terms and Deal Structure Overtime https://wickedsmartbooks.com/podcast   FREE Master's Class http://smartrealestatecoach.com/masterspodcast   FREE Strategy Session with Chris Pre http://smartrealestatecoach.com/actionpodcast   QLS 4.0 https://smartrealestatecoach.com/qlspodcast   Investor Resources https://smartrealestatecoach.com/resources   Apprentice Program https://smartrealestatecoach.com/apprentice-pod   In the Trenches Bootcamp https://smartrealestatecoach.com/ittb-pod   3 Paydays Virtual Event https://smartrealestatecoach.com/3paydayspodcast   REI Blackbook https://smartrealestatecoach.com/REIBB-pod   7 Figures Funding https://smartrealestatecoach.com/7figures-pod   Land Voice https://smartrealestatecoach.com/landvoice-pod

So, you're thinking about real estate investing but feel like that "happy puppy" Scott Carson talks about, running around clueless and eager? Then this episode of The Note Closers Show is FOR YOU! Scott breaks down the real steps to get started, even if you've never owned a house (seriously, it happens!)In this episode we learn:The Cold Truth: What you Don't Know CAN Hurt You. Stop relying on HGTV infomercials or basing decisions off of infomercials!REI Reality Check: Find the Club and Show up! But don't be a wallflower! Get to find out what other clubs they are going.Stop Chasing Shiny Objects & Define Your Niche: Not every niche works in every market! A jack-of-all-trades is a master of none!Find your market with a team of winners! Find that market, or you will find yourself at zero.Action, Action, Action: Overcome Analysis Paralysis & Just DO It! Stop planning & start hustling to get your first deal done.Conclusion:If you are ready to stop being a "wannabe" and dive in, then check the links below to start working with the best!Watch the Original VIDEO HERE!Book a Call With Scott HERE!Sign up for the next FREE One-Day Note Class HERE!Sign up for the WCN Membership HERE!Sign up for the next Note Buying For Dummies Workshop HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes PinterestGet signed up for the Next Virtual Note Buying Workshop Now!

Steffany Boldrini is a seasoned entrepreneur, investor, and podcast host with a passion for building wealth through commercial real estate.    Originally from Brazil, Steffany discusses how her exposure to startups and angel investing led her to discover the superior risk-adjusted returns of commercial real estate, especially with guidance from a seasoned mentor.   She founded Monte Carlo Real Estate Investing and launched the Commercial Real Estate Investing from A to Z podcast to fill the educational gap in the commercial real estate space and to build a meaningful network.   Steffany highlights the power of being well-organized, staying connected, and generously supporting others.    She also emphasizes the importance of learning to ask for help, a skill she honed through personal growth programs like Landmark.    Website: Monte Carlo Real Estate Investments  LinkedIn: Steffany Boldrini   Previous Episode: iam317-commercial-reals-estate-investor-and-podcast-host-helps-client-navigate-real-estate   Check out our CEO Hack Buzz Newsletter–our premium newsletter with hacks and nuggets to level up your organization. Sign up HERE.  I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!

In this episode of Clocking Out, we meet Dakota Barker, a former medical professional who once believed her future was in hospitals and healing. For years, she poured her heart into caring for pediatric cancer patients, driven by a deep passion for helping others. But when the COVID-19 pandemic hit, the cracks in the healthcare system widened, and the emotional toll became impossible to ignore.Burnout crept in until it became overwhelming. Dakota found herself crying before shifts, questioning her future, and losing joy in both work and life. After trying everything from therapy to stress leave, she made the hardest decision of her life: to walk away.With grit, heart, and a little help from HGTV, Dakota and her partner started a small real estate side hustle while still working full-time. As their passion and knowledge grew, they made the bold decision to quit their stable, six-figure jobs and go all in. Committed to making it work, they got resourceful by renting out unused rooms, exploring new income streams, and learning how to build wealth in unconventional ways.Today, Dakota acquires and manages multifamily properties, provides safe housing in her community, and helps families build generational wealth—all while staying true to her lifelong drive to make a difference.In this conversation, Dakota shares the truth about burnout, the identity shift of leaving a "stable" profession, and how seemingly unrelated skills like empathy and communication can become your greatest assets. Her story is a powerful reminder that reinvention is possible for anyone willing to bet on themselves.If you've ever wondered whether it's too late to start over, this episode is your sign that it's not. Dakota's experience shows how the bravest moves often start with saying, "This isn't working anymore," and then daring to build something better. Tune in now to learn how Dakota turned burnout into freedom—and how you can too.Connect with Dakota at:Instagram: https://www.instagram.com/dakota.barker.rei/Facebook: https://www.facebook.com/dakota.w.7/LinkedIn: https://www.linkedin.com/in/dakota-barker-a6760645/Website: opiniconinvestments.comFollow Raymond: LinkedIn: Raymond LeeInstagram: @raymondlee.coTiktok: @clockingoutpodX: @hrentrepreneurYoutube: @clockingoutwithraymondleeClick Here to become a guest on Clocking Out

Barbara Schreihans is an entrepreneur and tax strategist who left corporate accounting after 10 years to found Your Tax Coach. She now helps business owners save $10,000+ per year in taxes through advanced strategies and has built a team of 30 employees across 16 states.Instagram: @yourtaxcoachWant To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses?

Most investors never build an actual business.They get stuck hustling for deals, struggling with contractors, and wondering why the “freedom” they signed up for feels more like a trap.In this week's episode of The Bottom Line, I'm sharing the 5 growth stages every step must pass through to build a business that runs itself.Plus why most investors get stuck between $400K and $1MLike Sheri said… “The biggest risk isn't failure; it's losing yourself in the process.”Drive growth no matter what stage you're in.If you're always stressed, micromanaging, and fighting fires…You're not building freedom. Want to see what real scaling looks like?We're gathering with the 7 Figure Altitude community later this month in Park City, Utah.Average member is exiting 50+ deals a year.We have a few “come & see” spots open for qualified investors.Find out more here if you think you have what it takes>>Catch you later!LINKS & RESOURCES1,000 FREE Seller LeadsGet your first 1,000 seller leads FREE from our partner BatchLeads and start closing deals immediately. CLICK HERE: http://leads.getbatch.co/mztQkMr7 Figure Flipping UndergroundIf you want to learn how to make money flipping and wholesaling houses without risking your life savings or "working weekends" forever... this book is for YOU. It'll take you from "complete beginner" to closing your first deal or even your next 10 deals without the bumps and bruises most people pick up along the way. If you've never flipped a house before, you'll find step-by-step instructions on everything you need to know to get started. If you're already flipping or wholesaling houses, you'll find fast-track secrets that will cut years off your learning curve and let you streamline your operations, maximize profit, do MORE deals, and work LESS. CLICK HERE: https://hubs.ly/Q01ggDSh0 7 Figure RunwayFollow a proven 5-step formula to create consistent monthly income flipping and wholesaling houses, then turn your active income into passive cash flow and create a life of freedom. 7 Figure Runway is an intensive, nothing-held-back mentoring group for real estate investors who want to build a "scalable" business and start "stacking" assets to build long-term wealth. Get off-market deal sourcing strategies that work, plus 100% purchase and renovation financing through our built-in funding partners, a community of active investors who will support and encourage you, weekly accountability sessions to keep you on track, 1-on-1 coaching, and more. CLICK HERE: https://hubs.ly/Q01ggDLL0 7 Figure Real Estate Ready RoomUse this proven blueprint to launch and grow your real estate investing business. Step-by-step video course takes you through everything you need to know… and we'll jump on WEEKLY workshops to break down each step with you LIVE! Think of it like getting a master's degree in tactical real estate investing for a fraction of the cost. CLICK HERE: https://7figureflipping.com/ready Connect with us on Facebook and Instagram: @7figureflipping Hosted on Acast. See acast.com/privacy for more information.

On this episode of Keeping It Real Estate, Michele Henry reveals how she transformed a personal skincare struggle into a booming national franchise. From humble beginnings helping with her family's rental properties to launching her first boutique with zero marketing budget, Michele shares the gritty, behind-the-scenes moments that shaped her entrepreneurial journey. She dives into the pivotal moments that led to the creation of Face Foundrié, how she navigated franchising, and why quick pivots and team alignment have been key to scaling. Whether you're a business owner, aspiring entrepreneur, or just love a good origin story, this episode is packed with wisdom, hustle, and heart. Keeping it Real Estate is brought to you by Granite Towers Equity Group, helping investors create passive income through multifamily real estate. To get in touch with the founders of Granite Towers, Mike Roeder and Dan Brisse, visit https://www.granitetowersequitygroup.com/contact

Zach Rucker has a conversation with Chris Boss, dedicated coach at Multifamily Mindset and hungry multifamily investor. We want your feedback! Take our survey to help us better your listening experience.Check out the Multifamily Mindset store for great tools like the Think Bigger Journal and MFM merchandise.Follow us on Instagram:►Tyler Deveraux (@tyler_deveraux), CEO of Multifamily Mindset & Managing Partner of Axxis Capital►Cyndi Maguire (@cyndigap), Real Estate Investor & Consultant at the Multifamily Mindset►Zach Rucker (@zachrucker), Underwriting Mentor at the Multifamily Mindset

Real Estate Investor, property manager, mindset coach, affiliate marketer, retreat facilitator.Kim survived a major health crisis that led her to quit her high-stress job and follow her passion for working in an environment with nature, sunshine, traveling, exploring, and all of the spiritual aspects that Arizona has to offer.​Now a proud Arizona resident, Kim is honored to expand her horizons and share her experiences of the spiritual and beautiful aspects of Arizona by offering guests a unique stay in one of her beautifully designed and located rental properties. It is her hope that you will feel at home and at peace as her during your stay.​In addition to rental properties, Kim has a mission to create and hold space where others can gather and feel safe while undergoing their healing journey. Through a series of serendipitous events, she was able to come into partnership with a woman who now facilitates both group and private wellness retreats at the properties.Learn more: http://www.tihpropertymanagement.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-kim-egger-founder-of-treasures-in-heaven-property-management

In this episode of the Real Estate Pros Podcast, Jeri Schlickbernd shares her journey from a small town in Nebraska to becoming a successful real estate investor and coach. She discusses her early experiences in real estate, the challenges of balancing multiple business ventures, and her passion for helping others reconnect with their purpose in the industry. Jeri emphasizes the importance of focus, the value of mentorship, and the need for personal development in achieving success in real estate. She also shares her transition to Florida and the fulfillment of living her dream life while continuing to manage her businesses in Omaha.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Welcome back to The Cashflow Project! In this episode, we chat with Dr. Axel Meierhoefer—Air Force veteran, international real estate investor, and host of the Ideal Investor Show. Originally from Germany, Axel shares how his global military career inspired him to build a diverse real estate portfolio across the US and abroad. He breaks down strategies like 1031 exchanges and turnkey investing, plus his mindset for overcoming fear and investing out of state. Get ready for global insights and practical tips to create financial freedom!

Real Estate Investor, property manager, mindset coach, affiliate marketer, retreat facilitator.Kim survived a major health crisis that led her to quit her high-stress job and follow her passion for working in an environment with nature, sunshine, traveling, exploring, and all of the spiritual aspects that Arizona has to offer.​Now a proud Arizona resident, Kim is honored to expand her horizons and share her experiences of the spiritual and beautiful aspects of Arizona by offering guests a unique stay in one of her beautifully designed and located rental properties. It is her hope that you will feel at home and at peace as her during your stay.​In addition to rental properties, Kim has a mission to create and hold space where others can gather and feel safe while undergoing their healing journey. Through a series of serendipitous events, she was able to come into partnership with a woman who now facilitates both group and private wellness retreats at the properties.Learn more: http://www.tihpropertymanagement.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-kim-egger-founder-of-treasures-in-heaven-property-management

Join Nick Lamagna on The A Game Podcast with our guest Sharad Mehta the founder of REsimpli, a former cpa and failed professional poker player fighting out of Southern California by way of Indiana who dabbled in real estate in 2010 while living in Chicago and decided he could not pass up the opportunity to go full time into real estate investing and jumped in feet first.  He has an incredible track record at this point completing over 750 deals owning over 60 rentals and Owns a property Management company.  His constant search for simplicity in life dripped into his search for simplicity in his business so he could focus on gratitude, impact and faith and became the founder of his crown jewel REsimpli!  Reimpli is a CRM Software for real estate investors that helps you manage Data, Marketing, Sales and Operations among so much more.  He is on a mission to help Real Estate Investors close more deals with less software, simplify their business and make data based decisions! Topics for this episode include: ✅ New trends in today's real estate investing market ✅ Top marketing channel for real estate investors RIGHT NOW ✅ How to make money with properties already listed on the market ✅ What real estate markets are the most profitable this year ✅  Why data is important in real estate and business ✅ Why is direct mail creating so many successful investors + more! Check the show notes to connect with all things Sharad !   Connect with Sharad: Sharad Mehta on Facebook Sharad Mehta on Instagram Sharad Mehta on LinkedIn   Connect with REsimpli: resimpli.com REsimpli on Facebook REsimpli on Instagram Resimpli on LinkedIn REsimpli on Youtube REsimpli on Twitter REsimpli Podcast   ---   Connect with Nick Lamagna www.nicknicknick.com Text Nick (516)540-5733 Connect on ALL Social Media and Podcast Platforms Here FREE Checklist on how to bring more value to your buyers  

It's frustrating to follow all the so-called rules—save diligently, invest in a 401(k), budget wisely—only to feel like you're barely moving forward. For many, the promise of financial freedom seems more like a myth than a plan. You keep grinding, year after year, and still wonder why true wealth feels out of reach. The idea that money should only come from hard work starts to wear thin. There's something deeply appealing about flipping the script—letting your money carry the load for once. Mark Khuri is the CEO of SMK Capital Management, where he helps accredited investors build passive income through commercial real estate. He started by flipping houses while working in corporate finance, eventually shifting full-time into real estate. Today, he shares how he evaluates deals across sectors like self-storage, mobile home parks, and industrial properties. Mark emphasizes partnering with experienced operators and diversifying to manage risk. His focus is long-term financial freedom through stable, income-producing assets. Stay tuned! Resources: INVEST IN PRIVATE REAL ESTATE | Highly Vetted. Highly Diversified. Connect with Mark Khuri on LinkedIn

In this episode, we're reflecting on the evolution of WIIRE and everything we've learned from building a community of women in real estate. When we first launched our membership, we had no idea what we were getting into—and it showed. We talk candidly about why we ended up shutting that first version down, what we learned about pricing and commitment, and how we've refined our approach to make the experience more valuable for our members.If you haven't listened to Episode 185, make sure to check it out!We share how retreats have become a cornerstone of deeper connection, how podcasting helped grow our reach, and what it was like to write our first book—a huge milestone for us. This journey hasn't been easy, but it has been full of lessons, especially around authenticity, leadership, and continually improving what we offer. If you're curious about the behind-the-scenes of community building, the importance of metrics, or what it's like to pivot and grow, this episode is for you.Is there a topic you'd like us to cover in an upcoming episode? DM us on Instagram and let us know!  Resources:Simplify how you manage your rentals with TurboTenantMake sure your name is on the list to secure your spot in The WIIRE Community  when doors open on July 14Leave us a review on Apple PodcastsLeave us a review on SpotifyJoin our private Facebook CommunityConnect with us on Instagram

In this throwback episode, Chris sits down with Mike Hogan, a real estate veteran who has mastered the art of turning Zillow leads into cash, building a strong team that closes 1,000+ transactions a year.Discover the step-by-step process Mike uses to convert online leads into successful transactions, the systems he developed to scale his business, and the strategies he would use if he was starting all over again.Key Takeaways:From Struggle to Strategy: How early challenges shaped Mike Hogan's mastery of online lead conversion.Follow-Up that Closes: The systems Mike uses for relentless follow-up and higher-than-average conversion rates.Profit Meets Portfolio: Mike's winning formula for balancing quick profits with long-term wealth.Rinse & Repeat: Insider tips to help agents and team leaders duplicate Mike's proven success.Connect with Mike:LinkedIn: Mike HoganPhone: 804-503-0811Instagram: _mike_hogan_Hit Chris Up:Facebook - https://www.facebook.com/ChrisCraddockBusiness/Instagram - https://www.instagram.com/craddrock/RESOURCES: 

Unlocking Real Estate Success with Coach D: From Military Leadership to Passive Income Mastery   Join Jen Josey, the hostess of REIGN (Real Estate Investor Growth Network), as she delves into the secrets of real estate success with guest Demetrius 'Coach D' Etheridge. Discover step-by-step strategies for choosing the right hard money lender and explore actionable tips for boosting your personal and business credit. Coach D shares his journey from a successful Navy career to a multi-industry empire, offering insights into building a sustainable income stream through passive real estate investments. With a focus on mentorship, mindset, and financial freedom, this episode is packed with valuable advice for both new and seasoned real estate investors. Tune in to learn how to dream big, take action, and achieve greatness in the world of real estate!   00:00 Introduction to REIGN and Host Jen Josey 00:59 Today's Topic: Choosing a Hard Money Lender 04:14 Guest Introduction: Demetrius 'Coach D' Etheridge 05:51 Coach D's Transition from Military to Entrepreneurship 11:01 Mindset and Overcoming Fear in Real Estate 13:57 Optimizing Personal Credit for Real Estate Investors 17:04 Building Business Credit for Scaling 19:58 Generating Passive Income with Short-Term Rentals 24:11 All-in-One Cashflow Leveraging Ecosystem 24:31 Understanding Credit Scores and Business Entities 25:57 Leveraging Business Credit for Real Estate 26:43 Action Steps for Aspiring Investors 27:43 The Importance of Mentorship and Mindset 29:43 Success Stories and Real-Life Examples 31:27 Building a Legacy and Community 34:15 Coach D's Personal Insights and Advice 43:03 Conclusion and Final Thoughts   Facebook Page: https://www.facebook.com/FreedomLegacyHoldingGroup Instagram Page: https://www.instagram.com/flhgfunding YouTube: https://www.youtube.com/channel/UC43a8P632TI9BVjk8troiSw TicTok:  https://www.tiktok.com/@workwithcoachd?_t=ZT-8xVnTtZXqg9&_r=1 Website:http://FreedomLegacyHoldingGroup.com Booking Calendar: http://WorkWithCoachD.com/   To learn more about Jen Josey, visit https://www.therealjenjosey.com/ To join REIGN, visit https://www.reignmastermind.com/ Stuff Jen Josey Loves: https://www.reignmastermind.com/resources Buy Jen Josey's Book: From Beginner to Badass: https://a.co/d/bstKlby

In this episode of the Real Estate Investing School Podcast, host Joe Jensen sits down with Chris Prefontaine, founder of the Wicked Smart community, four-time bestselling author, and veteran of over 1,000 real estate deals. Chris unpacks his unique approach to creative financing through lease purchase, owner financing, and subject-to strategies. He shares how these no-personal-loan, low-money-down methods generate not just one, but three profitable paydays per deal, and why his team emphasizes high buyer success rates and doing business with integrity. Chris opens up about the setbacks that shaped his career—ranging from 9/11 and the 2008 crash to personal hardship—and how those moments influenced his ethical, long-term view on wealth building through real estate. You'll learn how he trains students in over 80 markets by partnering on real deals and creating lasting cash flow. Whether you're a beginner or a seasoned investor, this conversation offers both tactical insights and philosophical clarity about building resilient, values-based businesses in today's market. Book a free real estate investing strategy call! No experience necessary. Check out the Real Estate Investing School Youtube Real Estate Investing School Instagram Brody's Instagram Joe's Instagram Chris's Instagram Get Your Free Book Here Watch Chris's Masterclass

In this episode, Matty A. breaks down the new “One Big Beautiful Bill”—recently passed Congress and on its way to being signed—focusing on the massive upside it offers for real estate investors. From the restoration of 100% bonus depreciation on CRE assets to higher SALT deductions, enhanced QBI benefits, and expanded Opportunity Zone/LITHTC incentives, this legislation delivers a once-in-a-generation tax overhaul that could reshape your strategy through 2029 and beyond.Legislative SnapshotThe One Big Beautiful Bill recently passed both the Senate and House, and awaits the President's signatureIt's a sweeping reconciliation package featuring permanent tax reductions, SALT limit increases, and expansions in affordable housing incentivesBig Benefits for CRE Investors100% Bonus Depreciation Restored: Full expensing on qualifying commercial real estate assets through 2029—a major boost for accelerated tax deductions on new property investmentsQualified Opportunity Zones & LIHTC Expanded: Enhanced incentives for investing in targeted redevelopment and affordable housing projectsSALT Cap Increased: Higher state and local tax deduction limits—especially beneficial to high-income, real estate-heavy investorsPermanent QBI Deduction Boost: Favorable treatment for income from qualified pass-through entities—up from 20% to 23%What This Means for InvestorsImmediate Yield on New Builds: 100% bonus depreciation means upfront deductions—enhancing cash flow from day one.Strategic Play in OZ & LIHTC Projects: Greater potential benefits from long-term deals in opportunity zones and affordable housing.Tax Efficiency Upgrades: Bigger deductions across state/local taxes and pass-through income.Clarity Through 2029: Investors now have a multi-year horizon to plan and maximize their tax strategiesAction StepsPlan for New Asset Acquisitions: Accelerate purchases before the window closes in 2029.Run Cost Segregation Studies: Maximize bonus depreciation for each property.Explore Opportunity Zone & LIHTC Deals: Reassess capital deployment into affordable housing and redevelopment zones.Optimize Entity Structures: Leverage higher QBI deductions and SALT benefits within pass-through entities.Consult Experts: Talk to your CPA or financial advisor to maximize these new provisions.Key TakeawayTrump's One Big Beautiful Bill delivers powerful incentives for CRE investors from full expensing and tax credits to structural tax benefits. If executed with planning and precision, these changes could save you hundreds of thousands, if not millions, over the next several years.Tune In & ActListen now to gain expert insight into using these legislative changes to your advantage. Then, take the next step—plan, consult, and deploy capital smarter than ever.Episode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555

In this episode, Tyler breaks down what it truly takes to raise capital. He breaks down the road blocks and provides tips on how to get out there and add value. We want your feedback! Take our survey to help us better your listening experience.Check out the Multifamily Mindset store for great tools like the Think Bigger Journal and MFM merchandise.Follow us on Instagram:►Tyler Deveraux (@tyler_deveraux), CEO of Multifamily Mindset & Managing Partner of Axxis Capital►Cyndi Maguire (@cyndigap), Real Estate Investor & Consultant at the Multifamily Mindset►Zach Rucker (@zachrucker), Underwriting Mentor at the Multifamily Mindset