Podcasts about secured investment corp

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Play Episode Listen Later Mar 17, 2023 27:00

Many fear owning real estate because they don't want to deal with tenants, toilets, and trash. Is there a way to invest without even owning a property? And is investing in real estate pretty risky right now? Our guest, Heather Dreves, answers that question for us by teaching how you can become like the bank and lend money on real estate properties. Heather further opens up about the good, the bad, and the ugly in today's current market. Check it out!

Can You Get a Decent Secured Return Still? w/ Heather Dreves

Guide 2 the Grind

Play Episode Listen Later Mar 12, 2023 52:55

My favourite thing about doing this show every week is, I get to interview really intelligent people that are using some pretty avant garde strategies to help people make real returns on their money. This week however, I totally get to geek out on our guest's strategy. I've been passionate about pooled mortgage strategies for a long time. I believe it's the best chance the average person has to make a decent return in a truly passive real estate investment, while having it secured against a real asset - property. Heather Dreves is the Director of Funding for Secured Investment Corp, a US based company using pooled mortgage investments to create steady, better than the market, returns for their clients. On this episode of “Guide 2 the Grind”, we talk with Heather to understand the differences between the Canadian and US pooled mortgage funds, and folks are using their registered funds to take back their returns tax free. You can't afford to miss this conversation.Also... here's a link to Heather's free book - *Download the Free Book*www.guidetothegrind.com

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Interview with Heather Dreves from Secured Investment Corp

Rise Up. Live Free.

Play Episode Listen Later Mar 10, 2023 33:28

This week Brad talks with Heather Dreves from Secured Investment Corp. They explore how to see the CFT investing model of Core 4 and 4 Pillars are found in other, non-turnkey investments. They two talk about how to evaluate investor partners, markets and investment designs.

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Private Equity, Private Lending, and Becoming a Passive Real Estate Investor with Heather Dreves

The Real Estate Law Podcast

Play Episode Listen Later Feb 14, 2023 49:15 Transcription Available

Private money is a world that is foreign to most who aren't investing in funds as accredited investors and folks just investigating how to begin investing in real estate.In this episode, we're decoding the world of private money and private lending with our guest Heather Dreves, the Director of Funding at Secured Investment Corp, one of the fastest growing companies in the private money marketplace in the US, focusing on residential real estate investments.In this episode, we'll explore the benefits of private lending and how it can be a viable option for investors looking to diversify their portfolios. We'll also discuss the advantages of investing in real estate passively, as well as the different types of private money lending strategies. We learn about diversification, real estate-backed funds, and who should be considering adding to their portfolios with these passive investments.Private lending is an alternative to traditional bank financing, where investors provide funding to individuals or businesses in exchange for a return on their investment. Private money refers to the capital investors use to fund these loans. We'll also dive into passive real estate investing, which involves investing in real estate without actively managing the properties.This episode is an excellent deep-dive into this world, and Heather presents everything so matter-of-fact and with deep knowledge of the space. Things we discussed in this episode:- How did Heather end up working in the private money?- Talking to our children early in their lives about real estate investing.- Who should be considering investing money in the private lending world?- Why Real Estate Funds Are One of the The Best Alternative Investments- What is the profile of an accredited investor- Who are the typical borrower clients on the other side of the equation? - A Beginners Guide to First Lien Position Notes and How To Invest in Them - The challenges that newer investors are facing now, and how that changes how private funds underwrite opportunities- How Secured Investment Corp balances their funds with acquisitions and buy-and-hold cash flowing properties- The responsibilities of the legal team with so many layers to Secured Investment Corp's business- Predictions in how foreclosure activity will change this year in reference to the past few years post-COVID and in 2008-2009 during the last economic downturnWhere you can find Heather:Website - https://securedinvestmentcorp.com/LinkedIn - https://www.linkedin.com/in/heather-dreves-6204a242/Facebook - https://www.facebook.com/SecuredInvestmentCorpJoin Jason Muth and Attorney / Broker Rory Gill of NextHome Titletown and UrbanVillage Legal in Boston, Massachusetts for another episode of The Real Estate Law Podcast!#realestatepodcast #nexthome #humansoverhouses #realestate #realestatelaw #realestateinvesting #realestateinvestor #realestateagent #notes #privateequity #privatelending #alternativeassets #privatemoney #alternativeinvestments #accreditedinvestor #passiverealestate #selfdirectediraSupport the showFollow us!NextHome Titletown Real Estate on InstagramNextHome Titletown Real Estate on FacebookNextHome Titletown Real Estate on LinkedInAttorney Rory Gill on LinkedIn

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Funding and Earning Passively with Heather Dreves

The Cashflow Project

Play Episode Listen Later Jan 24, 2023 36:02

Are you looking to use real estate as an asset to diversify your investment portfolio but need more time or more funds to get started? In this episode, Steve is joined by Heather Dreves, Director of Funding and Fund Manager at Secured Investment Corp., and they discuss passive investing backed by residential real estate. Heather shares how their company gives investors the ability to passively invest and create generational wealth through real estate and live off of their earnings without touching their investments outside the traditional stock market and the usual real estate grind. She also discusses how they manage the funding through different income streams, interest on debts, origination points, profit from sales of properties, and cash flow from rents. Therefore, if one also wants to join the real estate grind, one can provide funding at a minimum interest rate. If you want to learn more about investing passively or looking for funding, tune in to this episode and enjoy! Outline of the episode: · [01:04] Heather's investing journey · [06:55] COVID and its impact on the business · [10:09] The kind of assets she invests in · [13:28] Managing portfolio, buying and selling properties · [17:34] What is going on in the real estate market? · [19:12] Vertical integration is key · [24:04] Deals and how it works · [25:49] What's the ceiling on the assets they are looking for? · [26:50] Fire round · [30:28] Her advice to working professionals working toward financial freedom About Heather Dreves She started with Secured Investment Corp in 2012 as an Investor Relations Manager. She immediately realized that she could bring great value and strength to the Fund Management Team and has been serving as the Director of Funding and a Fund Manager ever since. She has been in the private money space for the past 17+ years and previously held her Series 63 License. She personally raised over $300 million in her time with Secured Investment Corp. Since joining the leadership team, the company has experienced exponential growth. Heather is instrumental in developing relationships with investors and guiding them through private money lending. She holds a seat as a Fund Manager and has led key growth areas, even while the economy continues to experience challenges in specific market segments. Together with other members of the Fund Management Team, she continues to focus on growth and serving clients with the highest level of excellence. Her analytical and creative skills have also been vital to continued record growth. A mother of two sons and an avid outdoor person spending most summer weekends at their lake cabin in Northern Idaho. An avid CrossFit athlete and college soccer player, where she met her husband of 26 years. Her passion is to help clients create wealth and passive cash flow by investing in alternative asset classes. Resources: ● Hawaii Millionaires Mindset Blueprint · Secured Investment Corp Connect with The Cashflow Project! ● Website ● LinkedIn ● Youtube ● Facebook ● Instagram

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348. The Benefits of Creating Alternative Investments with Heather Dreves

Passive Income Unlocked

Play Episode Listen Later Dec 21, 2022 25:23

With us today is Heather Dreves, the Director of Funding at Secured Investment Corp and fund manager with, one of the fastest growing companies in the private money marketplace in the US, focusing on residential real estate investments. Heather is passionate about helping self-employed entrepreneurs and their families build wealth and success in their business ventures and helping investors deploy capital that is looking for a high-yielding passive investment backed by residential real estate. She has seen real estate investors succeed and fail and is committed to tipping the scale to the side of success for everyone she can. In this episode, Heather helps people who are self-employed entrepreneurs, high-net-worth individuals, and families build wealth and grow their investment portfolio, deploy capital into high-yielding investments, and retire comfortably. She shares her story of how she became interested in real estate investing and how it has helped her achieve her financial goals. She mentions that real estate can be a great investment for people who are looking for stability and cash flow. To learn more about Heather, listeners can visit his website at Secured Investment Corp! [00:01 - 01:42] Opening Segment Heather talks about her background which is in education, and she fell into the private money industry by chance [01:43 - 08:36] The Benefits of Creating Alternative Investments She helps people who are self-employed entrepreneurs, high-net-worth individuals, and families to create wealth and grow their investment portfolio She sees the impact that her client's lives can have when they're able to start seeing gains toward financial freedom The benefits of diversifying a portfolio, and how one can do so by investing in alternative investments like real estate [08:37 - 14:06] Choose The Right Custodian For Your Real Estate Clients can benefit from the high yields that real estate funds offer, as well as the opportunity to reinvest earnings Alternative investments are becoming more popular, due to the current market volatility Financial advisors should be aware of this trend and help their clients make the switch Real estate is a good place to be in an inflationary time, as it is always true over time [14:07 - 25:22] Closing Segment Heather recommends that listeners educate themselves about the different options available before making a decision and she provides a list of her top three residential real estate funds Heather shares where you can get in contact with her (links below) Quote/s: “The biggest reasons that I see clients gravitate toward real estate-backed assets. And it doesn't have to be just residential, there are lots of opportunities and self-storage. There are lots of opportunities right now in multi-family. As an organization, we've always tried to focus on what we're really good at, and that is the residential market space.” – Heather Dreves You can connect with Heather through her: Website: Secured Investment Corp LinkedIn: Heather Dreves Facebook: Secured Investment Corp WANT TO LEARN MORE? Connect with me through LinkedIn Or send me an email at sujata@luxe-cap.com Visit my website www.luxe-cap.com or my YouTube channel Thanks for tuning in! If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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Passive Investing in Idaho Real Estate with Heather Dreves

Expert CRE Secrets Podcast

Play Episode Listen Later Dec 1, 2022 28:01

Heather Dreves is the Director of Funding at Secured Investment Corp and a fund manager that oversees the management of the Secured Investment High Yield Fund II LLC and the Circle of Wealth Fund III LLC, Secured Investment Corp is one of the fastest-growing real estate lenders and fund managers in the US.Secured Investment Corp has created two private equity funds to fill the void left by uncooperative traditional funding sources. Investors have the potential to earn double-digit returns based on past performance. By connecting real estate investors who needed non-traditional funding with passive investors who were ready to earn higher returns on their investments, Secured Investment Corp created an opportunity to benefit both sides.Heather enjoys lending money to self-employed entrepreneurs and their families. Watching people succeed in their business motivates her, and that's why she and her lending team focus on transparency, mentorship, and making sure their people make their money back. She learned early on that focusing on the bottom line was not enough to sustain a business, and after foreclosures and property taxes caught up with many of her clients, she decided to change her approach.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Passive Investing in Real Estate.What's the average percentage on notes? Liquidity of funds?Is there a time period people must stay in?Diversifying Fund.The flavour of Idaho local real estate.The biggest difference between Coeur d'Alene, Idaho and Boise.Connect with Heather Dreves:https://www.expertcresecrets.com/episode104Love the show? Subscribe, rate, review, and share!Here's How »Join the Expert CRE Community today:expertCREsecrets.comeXpert CRE Secrets FacebookeXpert CRE Secrets Youtube

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134. Let's Bring Them Together

Inside the Wolf’s Den an Entrepreneurial Journey with Shawn and Joni Wolfswinkel

Play Episode Listen Later Nov 30, 2022

In this week's inspirational episode of Inside the Wolf's Den, Shawn and Joni welcome successful entrepreneur Lee Arnold. Lee is an internationally renowned speaker, trainer, author, and licensed broker who has spent many years mastering real estate and the lending process through thousands of transactions. He is a leading expert on private money mortgages and has been featured as an investment strategy expert by Forbes, the Boston Globe, MarketWatch, Reuters, and Business Week. Lee is an expert at networking, bringing together and establishing connections between private investors and borrowers from all around the US and Canada. To leverage the power of these relationships, Lee and the Secured Investment Corp's executive leadership team have created Cogo Capital – The Private Money Company, Lake City Servicing, and The Lee Arnold System of Real Estate Investing. This family of companies is among the fastest-growing private money mortgage firms in the United States. Integrity and trust are essential components of Lee and his company's principles. These values are founded on a deep commitment to biblical values. In addition, Lee is personally devoted to helping others and is the founder of He's the Solution Ministries. The mission of He's The Solution Ministries, a 501(c)(3) non-profit organization, is to put God first. This is the cornerstone upon which all of Lee's companies are based. He's The Solution Ministries host the popular Be Bold for Jesus annual conference. Cogo Capital Link: https://cogocapital.com Lake City Servicing Link: https://lakecityservicing.com The Lee Arnold System of Real Estate Investing Link: https://leearnoldsystem.com/lp/ He's The Solution Ministries Link: https://hesthesolution.com Be Bold for Jesus Link: https://bebold4jesus.org

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337. Figure Out What You Want And Working To Achieve That Goal with Heather Dreves

Passive Income Unlocked

Play Episode Listen Later Nov 25, 2022 11:39

With us today is Heather Dreves, the Director of Funding at Secured Investment Corp and fund manager for one of the fastest-growing companies in the private money marketplace in the US, focusing on residential real estate investments. Heather is passionate about helping self-employed entrepreneurs and their families build wealth and success in their business ventures and helping investors deploy capital that is looking for a high-yielding passive investment backed by residential real estate. She has seen real estate investors succeed and fail and is committed to tipping the scale to the side of success for everyone she can. In this episode, Heather Dreves discusses the main hurdles that investors need to overcome to get out of analysis paralysis. They need to sit down and write out what they want from their investment, what their risk tolerance is, and where they're willing to invest. She says that it is important for people in this generation to educate themselves outside of what their financial advisors have told them. She shares that she has a fund that is open to the general public and that invests more than Generation X. She says that high net-worth individuals have been wanting access to these types of investments for a while now, and she believes that this is because the opportunity wasn't there 10 years ago. To learn more about Heather, listeners can visit his website at Secured Investment Corp! [00:01 - 03:23] Opening Segment Heather shares that people often get into analysis paralysis and don't take action, which leads to them not achieving their goals To overcome this hurdle, investors need to have a clear idea of what they're trying to accomplish and how risk-averse they are [03:24 - 06:38] Figure Out What You Want And Working To Achieve That Goal She discusses how people in the Generation X area are getting more exposure to alternative investments such as real estate investing People talk to a financial advisor to get started in real estate investing She mentions that people are interested in investing in real estate because of the fear of the current market conditions and the potential for inflation and a recession There is now an option for people to invest in alternative investments, such as real estate, without having to be accredited She shares that high net-worth individuals she has worked with are now bringing their young adult children into the real estate market [06:39 - 11:53] Closing Segment Heather stresses the importance of figuring out what you want out of your investment and then working to achieve that goal Heather shares where you can get in contact with her (links below) Quote/s: “Family and parents that educate young adults are just doing them such a benefit by starting them young.” – Heather Dreves You can connect with Heather through her: Website: Secured Investment Corp LinkedIn: Heather Dreves Facebook: Secured Investment Corp WANT TO LEARN MORE? Connect with me through LinkedIn Or send me an email at sujata@luxe-cap.com Visit my website www.luxe-cap.com or my YouTube channel Thanks for tuning in! If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

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49. What Private Money Lending Can Offer To Investors - Heather Dreves

Passive Income Brothers Podcast

Play Episode Listen Later Nov 9, 2022 44:20

This week, Heather Dreves will give us a better understanding of private money lending and how she stumbled across the real estate industry. Keep listening to learn more about the power of self-directed IRAs, Secured Investment Corp's guidelines, and opportunities for passive and active investors. This episode could make a big difference to your business, so check this out!WHAT TO LISTEN FORA basic guide on private money lendingThe importance of maximizing your self-directed IRAWhat makes Secured Investment Corp funds different from other private lending companiesHow crucial it is to do your due diligence as a passive investorWhy you should always think about your financesABOUT HEATHER DREVESHeather is the Director of Funding and Fund Manager of Secured Investment Corp. She started as an Investor Relations Manager in 2012. Since joining the leadership team, the company has experienced exponential growth, personally raising more than $300 million. She has been instrumental in developing relationships with investors and guiding them through the private money lending process. She is a mother of two sons and an avid outdoor person spending most summer weekends at a lake cabin in Northern Idaho. She is also an avid CrossFit athlete and played college soccer, where she met her husband. She is passionate about her role, investors, and the success of the funds she manages.CONNECT WITH HEATHERWebsite: Secured Investment Corp https://securedinvestmentcorp.com/CONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club.Follow us on Facebook: Cityside Capital https://web.facebook.com/Citysidecap/Follow us on Instagram: https://www.instagram.com/citysidecapital_tim_lyons/Connect with us on LinkedIn: https://www.linkedin.com/in/tim-lyons-cityside-capital/Connect with us via Email: greg@citysidecap.com | tim@citysidecap.com

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Want to Make HUGE Deals and Keep Your Capital On Tap? Here's How!

Dealmaker Diaries Podcast

Play Episode Listen Later Oct 28, 2022 44:30

With us today is Heather Dreves, the Director of Funding at Secured Investment Corp and fund manager with, one of the fastest growing companies in the private money marketplace in the US, focusing on residential real estate investments. Heather is passionate about helping self-employed entrepreneurs and their families build wealth and succeed in their business ventures and helping investors deploy capital that is looking for a high yielding passive investment backed by residential real estate.. She has seen real estate investors succeed and fail and is committed to tipping the scale to the side of success for everyone she can. In this episode we discussed: • A Beginners Guide to First Lien Position Notes and How To Invest in Them • The Future of Residential Real Estate Markets • Investing through self-directed IRA's and 401k's • Invest in Real Estate without the The Real Estate Hassle • Why Real Estate Funds Are One of the The Best Alternative Investments You Can Make --- Send in a voice message: https://anchor.fm/donald-thomas6/message Support this podcast: https://anchor.fm/donald-thomas6/support

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Jumping on the Real Estate Bandwagon with Heather Dreves

Wade Borth - Sage Wealth Strategy

Play Episode Listen Later Oct 18, 2022 35:58

Wade is joined today by Heather Dreves who works with people looking for passive real estate investment opportunities. They talk about how the Infinite Banking Concept works hand in hand with real estate opportunities. Wade and Heather are both very passionate about generational wealth and why it's essential and what it can do for families regarding passive income. Who's The Guest? Heather Dreves is the Director of Funding at Secured Investment Corp. She is a tenured employee that has worked in the Private Money Industry for over 15 years and held her series 63 license. Heather has been directly involved in selling over 100 million dollars in Trust Deed Mortgages and raised over 30 million in Secured Investment Corps High Yield Equity Funds. She has had experience in assisting underwriting and managing the Cogo and Servicing team in addition to Investor Relations. Highlights Who is Heather Dreves? Finding her own niche in a really passive environment How the Secured Investment Corp works and how they help clients The disadvantages of owning real estate on an individual basis What does a Secured Investment Corp's ideal client look like? Heather's suggestion to someone who wants to start investing The difference between short-term rentals and midterm rentals How to get in touch with Secured Investment Corp or Heather Dreves Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.com Connect with Heather Dreves https://www.linkedin.com/in/heather-dreves-6204a242 https://securedinvestmentcorp.com/

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Show #38 - Heather Dreves

CTREIA

Play Episode Listen Later Oct 18, 2022 28:44

Welcome To The Real Estate Underground Show #38! Heather Dreves is the Director of Funding Secured Investment Corp and a fund manager that oversees the management of the Secured Investment High Yield Fund II LLC and the Circle of Wealth Fund III LLC. Secured Investment Corp is one of the US's fastest-growing real estate lenders and fund managers. Secured Investment Corp has created two private equity funds to fill the void left by uncooperative traditional funding sources. Investors have the potential to earn double-digit returns based on past performance by connecting real estate investors who needed non-traditional funding with passive ib=nvestors who were ready to make higher returns on their investments. Secured Investment Corp created an opportunity to benefit both sides. Passive investors get higher returns, and real estate investors get quick, competitive loans to purchase and rehab those properties that traditional lenders will not touch. Heather enjoys lending money to self-employed entrepreneurs and their families. Watching people succeed in their business motivates her, and that's why she and her lending team focus on transparency, mentorship, and making sure their people make their money back. She learned early on that focusing on the bottom line was not enough to sustain a business, and after foreclosures and property taxes caught up with many of her clients, she decided to change her approach. Now, seminars, classes, and success and accountability programs are all ways Heather and Secured Investment Corp are ensuring their clients earn all their money back (and then some). Resources: Website: securedinvestmentcorp.com Additional Resources: Website: www.clarkst.com Phone: (860) 675-5800 Social Media Facebook: www.facebook.com/ClarkStCapital Instagram: www.instagram.com/clarkstcapital Twitter: https://twitter.com/clarkstcapital1 LinkedIn: www.linkedin.com/company/clark-st-capital

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EP#291 Investing in real estate funds with Heather Dreves

Creating Wealth through Passive Apartment Investing

Play Episode Listen Later Oct 11, 2022 25:56

Heather started with Secured Investment Corp in 2012 as an Investor Relations Manager, and immediately realized that she could bring great value and strength to the Fund Management Team. She has been serving as the Director of Funding and as a Fund Manager ever since. She has been in the private money space for the past 17 years and previously held my Series 63 License. Furthermore, she has personally raised over $300 million dollars in her time with Secured Investment Corp. Key Highlights- Real estate funds as the best alternatives to investments- On ground changes in the real market space- Business plan and exit strategy with investments- Secured Investment Corp Fund's Investment strategy - Risks & KPI's associated with the funds' investments strategy- Best and worst investing experience Grab your freebie - Tips for Multifamily Investing at www.ushacapital.comFound this episode insightful? Show us some love by spreading the word on social media or rating and reviewing the show here - https://podcasts.apple.com/us/podcast/multifamily-ap360/id1522097213Follow Rama on socials!LinkedIn | Meta | Twitter | InstagramConnect to Rama KrishnaE-mail: info@ushacapital.comWebsite: www.ushacapital.com

157: Hard Money Lending: Underwriting, Investor Eligibility, and Common Sense with Heather Dreves

Big Mike Fund Podcast

Play Episode Listen Later Sep 30, 2022 27:31

For today’s episode, we have Heather Dreves. Heather is the Director of Funding at Secured Investment Corp. She is a tenured employee that has worked in the Private Money Industry for over 15 years and held her series 63 license. Heather has been directly involved in the sale of over 100 million dollars in Trust [...]

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Real Estate Investing Strategies & Trends with Heather Dreves

Karen Rands - Compassionate Capitalist Investor Podcast

Play Episode Listen Later Aug 8, 2022 36:00

Getting started investing in entrepreneurs is very similar to investing in real estate. Karen & Heather delve into the innovative ways real estate investors can use different types of funds to get started in investing with a predictable return, and without all the hassles of searching for good real estate investments and managing those assets directly. Karen introduces the conversation reminding listeners of how she discusses this strategy for those getting started with investing in entrepreneurs in her book, Inside Secrets to Angel Investing, and how that relates to investing in real estate. Hear: -The difference in direct investing and investing through a fund -Untapping the financial power of your 401K and/or Roth IRA to invest in real estate Heather Dreves, the Director of Funding at Secured Investment Corp., oversees the management of two funds: High Yield Fund II for Accredited Investors, and the Circle of Wealth Fund III, open to all levels of investors with a minimum in at just $1000. Watching people succeed in their business motivates her, and that's why she and her lending team focus on transparency, mentorship, and making sure their investors make their money back. Secured Investment Corp is one of the fastest growing real estate lenders and fund managers in the US. Get their Fund info pack at http://securedinvestmentcorp.com Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing. She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Visit http://Kugarand.com to learn how to hire her firm to identify the red flags of deal before you invest or try to raise capital. Check out the book and get 12 of the 46 Inside Secrets Free http://InsideSecretsToAngelInvesting.com

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Show 242 : A Beginners Guide to First Lien Position Notes W/ Heather Dreves

Peer 2 Peer Real Estate's podcast

Play Episode Listen Later Jul 24, 2022 28:49

About Heather:Heather Dreves is the Director of Funding at Secured Investment Corp and a fund manager that oversees the management of the Secured Investment High Yield Fund II LLC and the Circle of Wealth Fund III LLC,Secured Investment Corp is one of the fastest growing real estate lenders and fund managers in the US.Secured Investment Corp has created two private equity funds to fill the void left by uncooperative traditional funding sources. Investors have the potential to earn double-digit returns based on past performance. By connecting real estate investors who needed non-traditional funding with passive investors who were ready to earn higher returns on their investments, Secured Investment Corp created an opportunity to benefit both sides.Passive investors get higher returns and real estate investors get quick, competitive loans to use to purchase and rehab those properties that traditional lenders will not touch.Links From The Podcastlinkedin.com/in/heather-drevessecuredinvestmentcorp.com (Company)hdreves@securedinvestmentcorp.com@williamp2pre (twitter)https://www.peer2peerrealestate.comfacebook.com/peer2peerrealestatehttps://www.linkedin.com/in/williemorales/Book(s)RecommendedDelivering Happiness -Tony HsiehAtomic Habits -James Clear Thank you Heather for being on the podcastWhat did you think about today's subject? Please go to apple podcasts look for us at peer 2 peer real estate podcast, please subscribe and leave a review. Don't give up on your dreams, fight for it and guard it. Keep the momentum going, Good things will happen. Thanks for listening and be safe See acast.com/privacy for privacy and opt-out information.

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From Firefighter to Wholesaling Business Coach with Rafael Cortez | 626

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Play Episode Listen Later Jul 15, 2022 22:00

Rafael Cortez was a firefighter at the age of 19 and started his entrepreneurial journey around the same time. He had his first business at 21, lost it at 23, and he has been on the fast track to success ever since. He has been investing in real estate, he is a podcaster, and he is here with us to share some golden nuggets from his journey. Key Talking Points of the Episode [01:29] Invest with Secured Investment Corp! [02:10] Who is Rafael Cortez? [03:12] What is Rafael's background? [04:25] What was Rafael's first business? [05:25] When did Rafael start investing in real estate? [06:21] What business exposed Rafael to real estate? [07:24] What is Rafael passionate about now? [10:28] What mistakes do most entrepreneurs make? [12:24] What is Rafael's new book about? [13:39] What is Rafael's philosophy in business? [15:25] What kind of people does Rafael work with? [16:42] Why is the mindset shift important? [18:47] Where can people find Rafael? Quotables “I was renting and I was focused on transportation, so the one thing that I was concerned about was gas prices.” “Their assignment fees have been bigger than my fix and flip profits. I looked into that and long story short, I'm still doing that after all these years.” “Motivation goes a long way, inspiration goes a long way, but there's nothing like empowerment.” “I don't think it's an absolute need to have the degrees on the wall. You can totally do things without them.” “I learned to finish the process and get committed to it. I learned a lot of things through schooling and formal education.”

How This Dentist Retired in His 50's with Jay Jorgenson and Kristy Hesby | 624

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Play Episode Listen Later Jul 8, 2022 28:00

Jay and Kristy have been in the dental industry and they have been on this journey to achieve financial freedom for a while. They sold their practice last year and as they retire in their 50s, they're learning a lot of different ways to leverage their resources to finally achieve the freedom they've always wanted! Key Talking Points of the Episode [01:40] Invest with Secured Investment Corp! [02:21] Who are Jay and Kristy? [03:39] What are Jay and Kristy's backgrounds? [07:05] How did Jay and Kristy discover Money Ripples? [09:15] What was it like for Jay and Kristy to retire from being dentists? [11:10] How was Kristy influenced by their family history? [13:15] How does Kristy work with Jay's ideas? [14:29] What are some of the best decisions Jay and Kristy made? [20:30] What are Jay and Kristy's investment goals? [21:10] How are Jay and Kristy using their infinite banking policy? [23:35] What lessons have they learned from having their infinite banking policy? [24:33] What advice do Jay and Kristy have for people listening? Quotables “I felt like it was a safe holding spot until I could figure out what to do with it and eventually, we just got out of the stock market and even closed our 401K.” “I'm borrowing all the money and making $1K a month while doing it. You just have to look specifically where it's going.” “It would've been easier to keep practicing dentistry. We would've made a lot of money, but at this point, I want time.” “I had a great run in dentistry, I loved it, I accomplished everything I wanted to, but there are other things we can do and we have a lot of hobbies.” “Those unfortunate circumstances happen and you grow or you fall apart.”

Why Real Estate Funds Are One of the Best Alternative Investments with Heather Dreves

Two Smart Assets

Play Episode Listen Later Jun 15, 2022 27:44

Join Daniel Nickles with his guest Heather Dreves as they talk about the world of managing funds. Since the pandemic began, despite the many downs of the real estate market, Heather's team has never aligned with Wall Street. And she stands with it. Today, Heather shares how she fell into the private money industry, how they serve clients who don't want the risks of investing in notes, the diversification that funds investing allows its investors, and so much more. In this episode you will learn: Heather Dreves on the realizations about the private money industry How fund management works You can diversify a $50,000 investment over 400 assets How the funds pay their investors Heather Dreves on weathering with the market About Heather Dreves: Heather Dreves started with Secured Investment Corp in 2012 as an Investor Relations Manager. It was immediately realized that she could bring great value and strength to the Fund Management Team, and she has been serving as the Director of Funding and as a Fund Manager ever since. Heather has been in the private money space for the past 17 years and previously held her Series 63 License. She has personally raised over $300 million in her time with Secured Investment Corp. Connect with Heather Dreves: Website: https://securedinvestmentcorp.com/ Connect with Two Smart Assets on: Website: https://twosmartassets.com/ Facebook: https://www.facebook.com/TwoSmartAssets/ Instagram: https://www.instagram.com/twosmartassets/ YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

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Growing Your Coaching Business With Polarizing Content with Marc Mawhinney | 616

education coaching influencers real estate invest tony robbins coaching business polarizing marc mawhinney secured investment corp

Play Episode Listen Later Jun 10, 2022 24:00

Marc Mawhinney is the coach of coaches. He is the owner of The Coaching Jungle on Facebook, he's been an entrepreneur, a real estate agent, an investor, and so much more. He's here today to talk to us about creating polarizing content and how you can use it to your advantage. Key Talking Points of the Episode [01:27] Invest with Secured Investment Corp! [02:17] Who is Marc Mawhinney? [03:25] What is Marc's background? [04:48] How long has Marc been doing daily emails? [07:18] What does it mean to be polarizing? [08:07] How did the Tony Robbins film affect other coaches' content? [09:13] What kind of things should you be polarizing about? [11:45] How do you overcome the hate your content gets? [13:00] How does Marc take advantage of his belief in capitalism? [15:30] How does Marc deal with the hate he receives on his content? [18:53] How does Marc find valuable content that he uses to bring in people? [22:15] Where can you find more of Marc and what he does? Quotables “I think it's something that never completely leaves you. It's kinda like a wound that's scarred over - you can kinda see it, but it doesn't sting as much.” “I always think when you're being polarizing, it has to be grounded in actual beliefs that you have.” “It gets easier the more you do it. You get a thick skin.” “What I like to do is to use their hate and turn it into sales, so I use it as content fodder.” “I haven't been getting as many of them as I probably should and part of it is because I've changed the way I use social media.” “Once you start creating a lot of content, it gets easier. You're building up your content creation muscles.”

How This Rancher is About to Escape the Rat Race with Jared Sorensen | 612

Play Episode Listen Later May 27, 2022 29:00

Jared Sorensen and his wife Selena are some of my oldest clients that I'm still working with. They're third-generation ranchers in Northeastern Nevada and they mentor people seeking to get a start in agriculture. Jared has achieved a great level of freedom for himself and his family through their ranch and he is looking to help more people do the same! Key Talking Points of the Episode [01:37] Invest with Secured Investment Corp! [02:19] Who is Jared Sorensen? [04:05] What is Jared's background? [09:00] How did Jared deal with the mindset transition he needed? [10:34] How did Jared see the opportunity in his land properties? [12:11] What challenges did Jared face with being a rancher? [14:45] How did Jared realize the power of leverage? [15:53] What does passive income give Jared's family? [18:10] Why is it important to have personal accountability? [19:05] What is Jared's vision for his family and business? [20:51] Why is regenerative agriculture important? [23:00] Why should we support local agriculture more? [25:00] What is Jared's advice to people who want to start achieving freedom? Quotables “I guess when you're humble enough and you're willing to learn, you'll start to figure things out.” “It's hard for people to kinda grasp the size and scope of that but it is a really labor-intensive business.” “I don't have to know it all. I don't have to figure it out all on my own and if I do, I'm not gonna live long enough to figure it out.” “Everybody's gonna need to eat and our current agriculture system is not sustainable.” “I don't believe in saving money in the bank, but I believe in the discipline of saving money.”

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How to Become Successfully Unemployed with Dustin Heiner

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Play Episode Listen Later May 13, 2022 24:00

Dustin Heiner is the founder of Master Passive Income and has become one of the leading real estate rental property experts today. He is the author of the book How to Quit Your Job with Rental Properties and he is helping people do the same thing - get out of their jobs and become successful rental property owners! Key Talking Points of the Episode [01:16] Invest with Secured Investment Corp! [02:10] Who is Dustin Heiner? [03:23] What does being successfully unemployed mean? [04:33] What was Dustin doing before he became successfully unemployed? [05:10] What made Dustin want to become an investor full-time? [08:10] What did Dustin realize when he got laid off? [10:30] Why do more people need to realize they need passive income? [13:39] How did Dustin start buying rental properties? [14:33] What is the right way to become an investor? [15:53] How is Dustin able to invest all over the country? [17:23] Why is it important to build the business first? [19:40] What is real estate investing really about? [21:35] Where can people find more of Dustin? Quotables “I just love the idea of not working for somebody else but still being able to provide for my family.” “When you're successfully unemployed, it means I'm unemployed by choice, I'm work optional.” “I said I'm not gonna do anything. I literally own real estate, it works for me without working, I don't do a thing!” “The second thing I realized is I needed to make sure nothing like this ever happened to me again, so I bought property after property.” “Your value is worth so much more than anybody could ever pay you.” “Once you've built the business, it literally does it for you.”

How to Become Successfully Unemployed with Dustin Heiner | 608

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Play Episode Listen Later May 13, 2022 24:00

Dustin Heiner is the founder of Master Passive Income and has become one of the leading real estate rental property experts today. He is the author of the book How to Quit Your Job with Rental Properties and he is helping people do the same thing - get out of their jobs and become successful rental property owners! Key Talking Points of the Episode [01:16] Invest with Secured Investment Corp! [02:10] Who is Dustin Heiner? [03:23] What does being successfully unemployed mean? [04:33] What was Dustin doing before he became successfully unemployed? [05:10] What made Dustin want to become an investor full-time? [08:10] What did Dustin realize when he got laid off? [10:30] Why do more people need to realize they need passive income? [13:39] How did Dustin start buying rental properties? [14:33] What is the right way to become an investor? [15:53] How is Dustin able to invest all over the country? [17:23] Why is it important to build the business first? [19:40] What is real estate investing really about? [21:35] Where can people find more of Dustin? Quotables “I just love the idea of not working for somebody else but still being able to provide for my family.” “When you're successfully unemployed, it means I'm unemployed by choice, I'm work optional.” “I said I'm not gonna do anything. I literally own real estate, it works for me without working, I don't do a thing!” “The second thing I realized is I needed to make sure nothing like this ever happened to me again, so I bought property after property.” “Your value is worth so much more than anybody could ever pay you.” “Once you've built the business, it literally does it for you.”

Private Real Estate Funding with Heather Dreves - Episode #183

Real Estate Experiment

Play Episode Listen Later May 9, 2022 51:33

Heather Dreves is a fund manager that specializes in private real estate funding. She has been in the industry for over seventeen years and has raised over $300 million dollars in her time with Secured Investment Corp, for investors for dozens of different projects. She believes in building relationships with both investors and real estate developers, which is one of the reasons her fund has grown so much over the years and she is an expert at helping property owners achieve their goals of exiting their businesses and real estate investments. In this episode, Heather shares her insights about the industry and their unique funding plan as a company. Private funds are an alternative to public equity investing. There are many potential benefits to private fund investing, such as higher returns and lower volatility than in the public markets. Private equity firms may have an experienced management team and valuable industry expertise, but like all investments, there are some risks involved. This is where Heather comes in. She'll detail the ins and outs of private funding and why due diligence is so important no matter what type of funding you choose. The lab is full of great insight from industry experts and this episode is no different. Let's build. HIGHLIGHTS OF THE EPISODE: 18:16 - Short Term Loan 23:20 - Idea behind our funding services 29:40 - Funding vs Multifamily syndicators KEEPING IT REAL: 3:17 - Private Real Estate Funds 5:54 - Residential Real Estate 10:33 - Fund Managing 12:40 - What happens when demand increases 16:15 - Who is not private funding for 34:23 - Bad fund operators 37:11 - Notes or deeds of trust 43:35 - Considering short term rentals NOTABLE QUOTES (KEY LESSONS): 43:44 ”Whether it's properties we're buying or loans we're originating. One of the things as a fund management team that we've experienced for all these years [is that] we're only as good as the exit.” - Heather Dreves CONNECTING WITH THE GUEST Website: https://securedinvestmentcorp.com/ LinkedIn: https://www.linkedin.com/in/heather-dreves-6204a242/ #privaterealestatefunding #privaterealestate #realestateexperiment

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CAIR 68: Real Estate Returns Without Being An Expert !!

ClickAI Radio

Play Episode Listen Later May 4, 2022 27:12

Hey everybody. In this episode, I have a fascinating conversation with Heather Dreves who shares some secrets on how to get returns from your real estate without being an expert. Grant Everybody, this is Grant, Welcome to another episode of Financial Investing Radio in the house with me today is Heather Dreves of Secured Investment Corp. Now someone reached out to me and said, Hey, have you taken a look at Heather's profile. And when I reviewed it, I started to realize, hey, there's some things that she's talking about that I've been able to dip my toe in, in the real estate space. And when I saw what she was doing, I thought, oh gosh, this would be really fun for us to hear more about the unique solution that they're bringing to clients. So let me take a breath and say welcome, Heather. Heather Well, thank you for having me. I'm excited to be here. Grant Very good to have you here. And you know, when we were talking before we got started, I think you probably live in one of the most beautiful places on the planet, which is awesome. So thanks for coming out of the cocoon of beauty where you guys live, talking with the rest of us. Okay, so first things first. Tell me a little bit about how your dreams and what got you going into this business area in real estate? Heather Yeah, well, I think everybody has a story, right? Like, a lot of us started with something else. And then was led down a path that was probably a better calling, per se. I went to college to be a teacher and decided I really liked my children but wasn't really interested in spending all day with everybody else's kids. That's it. Grant That's good to find out. Heather Yeah, yeah. Well, my kids gonna test it out. They're like, You were terrible at helping us with homework. But anyway, so stayed home with our kids for a long time, we were kind of entrepreneurs and my husband was running an indoor soccer center facility. But I had a very good friend of mine that was in the private money industry. So when our youngest son was in school full time, I decided to go back out into the adult world. And he's like, you know, come to work for me. I said, I have no idea what you do I have a mortgage, is it the same thing? He's like, No, come down to my office. So long story short, 20 years ago, walked in there and just, it blew my mind. I had no idea that one, if you were a real estate investor, you could get funding outside of a bank and traditional sources. And two, I had no idea that you could invest money that way. I thought everybody went to a financial advisor, everybody, you know, stocks, bonds, mutual funds, like I just I was, my eyes were wide open. Grant I mean, that's such an uncommon knowledge just right there. Even some of our listeners will be like, wait a minute backup, say that phrase again, you can do what say that one more time. Heather So you can buy real estate, and get funding for real estate transactions outside of a bank. So you can acquire what we would call private money lending to buy real estate, a lot less restrictive than a bank, you know, they typically private lenders will look at what we call an after repair value, which banks don't do, you know, they want to know what's that property worth as it sits, and that's the most they're gonna lend on it. private lenders are much more creative. And they can look at a property and say, hey, I can see the value you're going to add, and I can see your vision. Absolutely will end on that. And so, that was mind blowing to me first. And then I started started with working with investors that said, you know, I've got money in the stock market, but I also want to invest in real estate. But here's the deal. I don't want to own the real estate. I don't want to rehab the house. I don't want to deal with a tenant and toilet but I want to reap the benefits of that. Grant So intended for more passive participation. Is that the idea? Heather Absolutely. Yep. So I'll huge majority of my clients, you know, have been active real estate investors in the past. They like real estate as an asset class. Again, they don't want to do it themselves, but they want To be the lender per se, and so there was this opportunity to match active real estate investors with people that are looking for a more passive Path to Wealth and and match the two and it benefits everybody. Right? Grant So what's the what's the typical profile of someone coming to service like this? Heather I would say on the borrower's the active investor side, you know, there there are people fixing and flipping, and they're everything from the guy that has a full time job that's doing it on the weekend to the very active clients that are for like 100 houses, really now they don't want to deal with a bank. There's too many restrictions. You know, we obviously have a very clearly defined guideline process and underwriting process, but it's much different than a thing. We're we're focusing on the asset, and then also focusing our attention on the borrower, we're making sure that they have the financial wherewithal to actually finish the deal. Can they make the payments, you know, all those things, we look at credit. But then on the on the passive side, the clients I mostly deal with there, you know, one of the niches I've really gotten involved with is high net worth dentist right now. Grant Did you say dentists? Heather Dentists. Grant Okay, I did not expect you to say dentists. Heather Well, here's the thing. They have tons of capital, right? Yeah, they have no time to manage their money invested, you know, and a lot of times their biggest asset is their business, they'll sell their practice, when they retire. Now, they have this influx of massive capital. Oh, interesting. A lot of them are very educated with real estate, but they don't have the time to do it. And so I would say that the profile for my passive people are people that have started to create some wealth for themselves, and they want to either create cash flow, so maybe they're retiring. And they don't want to tap into what they've saved, but they want to live off their earnings. Got it, or a new niche I've really I'm pretty excited about is our growth minded clients. So you know, I don't know how much you know, about a real estate fund. But for a long time, you had to be a high net worth accredited investor to even ever think of investing in these types of funds that we're talking about REITs. Yeah, well, we are similar to a REIT. But we are a privately managed real estate. Oh, interesting. Okay, got it. Well, we're privately managed, but the model is the same. It's real estate assets, throwing off profit. And that's how people make money as off their earnings. But 10 years ago, you could only open that type of fund up, if you were what's called an accredited investor. That's the only people that could invest. So you had to have a million dollars in assets over income of $200,000 a year 300. As a couple. We feel really passionate, we think everybody should have the opportunity create wealth. So four years ago, we actually have the ability to open up what's called a Regulation A fund, and anybody can invest in it. We started our minimum at $1,000. And it's open to anybody, and we pride ourselves on this, it took a long time to get approved for this spot. Grant That's fascinating. Okay, that's the first I've heard of something like that. How many organizations do that? Heather I mean, I haven't heard of anyone, not many that are a real estate fund. Most of the time, they're a crowdfunding platform. So you're, you know, you're investing in a platform, that's an angel investor, or they, they provide business loans. There are only a few real estate funds in the United States that were approved for that. So it's pretty uncommon. Grant That is, wow, that's very interesting. Okay, that must have taken a lot of effort to get that I mean, so that's feels like that's such an untapped market too. Huge market. Heather What we cater to is we work with a lot of clients that have 401k Is that they didn't move from a previous employer have small Ira balances, you know, they funded it with six grand and, and then they never did anything with it. This is a great opportunity for those kinds of funds. You can roll those accounts over to self directed custodians. So they're still tax deferred, you're not, you're not taking a distribution on it, okay? You're just, you're just now deciding where you want to invest it instead of having a financial advisor or a money manager, and I'm not here to tell you to people to pull all their money out from their financial advisor, really, it's just a way to diversify. And it gives people the ability with small dollars to invest in real estate because a lot of people think, well, I've got to have, you know, a couple 100 grand to buy real estate, no, you don't, you could invest in a fund that's investing in real estate and you reap the benefits of it and you have zero headaches. Grant That's, that's awesome. So let me say back to you because it sounds almost too good to be true. Okay. You're telling me that someone could take their four When k or whatever other capital they have, there's not a bar, a minimum bar, they can roll that into this investment fund investment fund is going to be making the investment decisions, as well as managing the properties. And these people then just participate that investment participate in sort of a passive, passive return is that you said? Heather Yep, yep. Grant That's really awesome. Heather Average yields are eight to 9%. We've managed funds for 10 years. So we have a really good track record. They are very regulated by the SEC. So there is a another set of eyes overseeing it. And they're fully audited funds. Grant Okay. Okay. Then what's the risk side? Heather Well, the risk side is, you know, not any different than any other investment, right risk is the market shift values decrease, I will tell you that our funds are a little bit different than most in the sense that we focus around residential real estate, okay. And we were not what people would call a syndication where we're investing in apartment complexes, we focus our investments around single family up to four units, all in the affordable housing market space. So we do two things with the funds. So part of the fund, we lend the money out. So real estate investors that are wanting to fix and flip we'll lend them money, we take a first lien against their property. So worst case scenario, they don't pay, we foreclose on the house. And now we own a house with 30% equity in it because we don't lend more than 70% of the the other portion of the fund we buy real estate, specifically in Coeur d'Alene, Idaho, and Spokane, Washington. So we invest in projects locally. We don't preach people trying to manage a rehab five states over and we don't do it either. So that's our model. Grant So are all of your properties in that area, then? Heather Yes, all the hard assets that we buy are only local, we went out is nationwide. Grant Because I've worked with I've worked with some groups that will take the approach of the look for places in the US where the volatility of the real estate market is small. The intent is to create a cash flow through sort of this renter model, if you get appreciation on the property great, but it's not about that it's more about sort of that rental cashflow. How different are you from from something like that? Heather Well, we look at all of that. And that's another reason that we stay in the affordable housing market space. Because let's let's say that, you know, our exit is to rehab a house and flip it and the profits flow back into the fund and the market shifts. When you're in that affordable housing market space, you have a huge opportunity to cash flow that property in the event that you need to write out, you know, values decreasing. So we're much like that. And I think you'll have to be as a fund manager, you have to be nimble, you have to have multiple strategies. If you start relying on one stream of income for that fund, you're in big trouble when things change. And so we're much like that I you know, in the past, we've done very well, fixing and flipping, and our clients have done very well fixing and flipping, we're right now educating our clients that hey, some markets are turning like in an inflationary time, real estate's a great place to be. But it's also a great place to be for rental market. And so we're seeing a ton of opportunity for cash flowing properties. And so we're starting to add that to our to our portfolio. Grant So a couple minutes ago, you were talking about another class of investor that sort of a high growth or high high growth minded and then I think I may have entered interrupted you on that. What is it about them that you find interesting? Heather Well, the nice thing about our funds is when people make a decision to deploy capital through our funds, they can set their accounts up however they want. So what I mean by that is, they can either set their accounts up to reinvest their earnings. So earnings are paid out monthly. So we pay out all profit, which is really different than most real estate funds. Because if you're investing in a fund that's buying an apartment complex, for example, typically your returns are realized five years down the road, you get the benefit of depreciation, which is great, but you don't typically see your high yields till they sell that property. Right, right. Are our funds cash flowing? So we're lending on loans or paying off or buying properties? We're selling them. So all those earnings or profit are paid out every month? So you can either reinvest your earnings and roll them back into your equity membership, which is yeah, if you're working with self directed IRAs, that is an awesome option because you don't have these dollars going back. All right, and then they sit there and deploy until you have enough so you can reinvest for more growth minded clients, or for my guys that are looking for cash flow, you know, retired sold their practice trying to replace their income. They liked the monthly model because they're getting, you know, the earnings. Yeah. Grant So on the property, so sorry, Heather, quick question on the property itself when it's purchased, is it the fund that is on the property that owns the property? Or is it you know, allocated to the individual? Heather No, the fund owns the prop. Yep. Any loans that we originate? The fund is the lien holder. And that that's another thing is these are tangible assets. So risk is, at the end of the day, the markets go haywire, we just start liquidating assets and paying people off would be worst case. Right? Grant And that's how that's very interesting. Because, you know, I, currently, my wife and I, we invest in properties, but we do it where we're the first in other words, it's, it's, it's on us, right? So we have property managers that certainly take care of it, because we really like that, you know, cash flow kind of idea, right? And you want to be sort of passive with it, for sure. But at the end of the day, it's it's my name on it, right. And I think that's a unique thing about what you're describing there. I'm listening to a gun, though, that would distribute the risk, right, and spread it around there a little bit as as the individual investor. Heather Very cool, right. And that's what you know, a lot of people like, I have a large percentage of my clients have done real estate in the past, they've owned rentals they've owned, they've funded notes, they've fixed and flip, they, you know, developed and they're kind of at the point where they've, they've got capital now, and they don't want they want to retire. They, they want to, they want to golf, and they, they don't want to hear from a tenant that their toilets plugged in the middle of the night, you know, even though you're using a property manager at the end of the day, it's still you paying for it. That's right. That's right. You know, that's where I think there's benefit there. And then also for our clients that have smaller dollars that, you know, our husband and wife both working full time with kids, they don't have time to be rehabbing a house, this is a way that they can start to put that money to work for them. And it's shocking how quick it grows, especially your tax deferred accounts, self directed IRAs, and self directed 401. K's are like, people don't talk about it enough. It's, you know, you can do traditional, you can do Roth, if you're not working currently, for the employer that provided the 401, you can roll that over and start deploying that capital. So there's just so many other options out there that I just don't think people are aware of. Grant What's your take on potential impact to this model with, you know, interest rates slowly nicking up there from the feds and such any any concerns there? Heather We do. We talk about it. We meet multiple times a week, there's three fund managers to include myself, I think what we're already seeing, I mean, our market is a little different. It's still very hot, but we're starting to see it take longer for houses to sell. I think prices are going to stabilize. I don't know that we're going to see a I don't think we're going to see a downturn like 2008. I don't think that's going to happen. banks aren't lending at 120% of value. But at some point, I would I think homeownership is going to be affected and there's going to be a huge opportunity in the rental market. Grant I think it'd be a soft landing, right? Heather Yeah, yeah. Well, there has to be right. Yeah. You you can't have interest rates as low as they were in values increasing at the pace that they were. Grant No, it's crazy, right. Especially what the last. I think you're saying before we started chatting wasn't like you've seen it just in the market year and 40% valuation increase just in the last two years. Is that right? Heather Yep. Grant Yeah, boy, that's in the Wall Street. Yeah, that's better than this. Heather We bought a little house close to my office down here. My our younger son was going to call it there's actually a small junior college here. And three and a half years ago, we bought it for 200. And I was sweating bullets. I thought, oh my god, we're just overpaying for this house. The house next to it just sold for 450. I was like, Why didn't we buy like five of five of these? Yeah, I was thinking but you know, it's but but again, that shows you that a lot of locals in this market are selling because it's a huge opportunity, right? They'll never make as much money but now they're displaced. And that's why as a as a fund management team, we're saying hey, multifamily, small multifamily. We have several duplex projects going and for plexes because people have to have somewhere to live and at the prices that have increased here, you know, most of the locals can't afford it. And so they're going to be you know, looking for housing. So we think that that the housing market right now, is it the opportunities in rentals? Grant Yeah, that makes sense. Quick question about your clients in terms of preparing them. So given that some of these models are new to a certain group of people, what do you guys do in terms of getting people up to speed or educating them? Is that some of the things that your organization does? Heather Yeah. So the interesting thing about our company is we actually are an education company. First and foremost, we put on so it's interesting, we used to put on live events, like maybe at most for a month, usually two to three will COVID hit. And as everybody else in the education space that did live events, quickly, you're either closing down or you're pivoting saying how do we still pull this off? So what's really cool about that is we went live with all these these events, webinars, podcasts, online live events, and now we put on anywhere from three to four a week. So yeah, so and they're everything. They're from a grant, you want to buy a piece of real estate, we're going to teach you how to rehab it too. Hey, Grant, you want to be a loan broker? We'll teach you how to do that. I am mostly involved with a lot of webinars where I just did one last week, and it was all about how to buy a note how to educate people about how to buy a mortgage, or what some people call a first lien. How do you do your due diligence, what do you look for? And so we just, we really believe in helping our clients be the most educated they can to make the best decision, you know, and and so a lot of webinars, we have one tonight, we do every first Monday of the month, called our CEO, fireside. And that's all going to be focused about around the rental market. So education, just tons of online, tons of education. Grant Perfect. And where would someone go to find those webinars? Heather So they if they're want to learn more about the passive investing side of things, I would send them to our main website, which is at secured investment Corp, no plural in their secured investment Corp. There they're going to learn there's tons of webinars, different podcasts I've been on. And that's more your education about passive investing. If they are a more active real estate investor, they want to go find the deals they want to make offers, they should visit our website at Lee Arnold System of real estate. Grant Sorry. Did you say Lee Arnold? Heather System of real estate system real estate? Got it? Okay. All right. Yeah, that's awesome. Kind of two different paths, it kind of just depends on what they're really trying to accomplish. I mean, that's what I talk with my clients is like, what are you trying to accomplish? How much time do you have? And how much capital do you have to actually commit to that? And then that typically dictates what path they're going to take? Grant Is it pretty evenly split? Or do you see more people going passive? What's What do you observe? And Heather I'd say it's pretty evenly split. Honestly, you know, I think for a long time, it was heavier on the, you know, everybody, you know, you got HGTV, and they make rehabbing look like it's I've I've rehabbed and I never looked like anybody on HGTV, and my husband and I almost divorced each other. So I said, I thought we were going to be like, Chip and Joanna, like, this was a thing. I was like, Oh, it was good. Like, that was a big buyer, you know, through COVID, you know, you couldn't get into buy houses, you couldn't get the county out there. Now you're having supply chain issues, you can't get materials. So I think it has started to shift a little a lot of people have left employers through COVID. And now they've got these 401k sitting there. And they're going What am I going to do with this? So I think that's created a lot of opportunity and interest in the passive side of it. So I think it's right now it's probably 5050 5050 Grant Awesome. Okay, while Heather, you've just been incredible sharing these, these experiences that your organization's had and the value that you're bringing, I have a quick question. Are you still doing CrossFit? Heather I am I'm getting back into it. I kind of fell off the CrossFit wagon. Last year we moved we were, you know, again, developing five acres like it was going to be the big glamorous thing. So yeah, I not as much as I was but I'm getting back to it regularly. Grant That's awesome. I love your story and what it is you're doing for the market and for people changing lives and given them a livelihood to build on all the like you said all the nest eggs they've developed in a way that's got a sounds like a lot of risk taken out for the people. So that's amazing. Heather We're here To educate people and give them a pathway to create, you know, generational wealth for themselves. And we just strongly don't agree with the fact that you have to be a high net worth individual to take advantage of this. So we pride ourselves on the fact that we we have a real estate fund with people with as little as $1,000 can invest in. Yeah, people have to start somewhere, they really do. Grant Well, and you may have a free, you may use the phrase there that I love, which is around generational wealth. And sometimes that gets in the popular culture that's not talked about much. But for people that are being intentional with what they're trying to do for their families, those kinds of strategies mean a lot. So the fact you've made it accessible to the masses, and you're helping them solve that generational wealth problem. That's that's really awesome vision that you guys have any last comments that you'd like to share? Heather No, I mean, I guess I what I would like to share is if you have any interest, or you want to become more educated about self directed IRAs, and 401, K's just for clarification, we are not an IRA custodian. I'm not a tax professional. But I know a lot about those accounts. And I would encourage anybody, if you even have a small interest in it, get a hold of me and my team, you can get a hold of me at our website at security investment corp.com. And we'd love to give you some references for you know how you can set those types of accounts up if there's one thing people take away from this this presentation is that there is opportunity for investment through tax deferred accounts. Grant Very cool. Wow, what a great, great service you guys are providing Heather, thank you for taking the time with me here today. I appreciate that. All right, everybody. Thanks for listening to another episode of Financial investing radio and until next time, go check out Secured Investment Corp. Thank you for joining Grant on Financial Investing Radio. Don't forget to subscribe and leave feedback.

FIR 149: Real Estate Returns With Being An Expert !!

Financial Investing Radio

Play Episode Listen Later May 4, 2022 27:12

Hey everybody. In this episode, I have a fascinating conversation with Heather Dreves who shares some secrets on how to get returns from your real estate without being an expert. Grant Everybody, this is Grant, Welcome to another episode of Financial Investing Radio in the house with me today is Heather Dreves of Secured Investment Corp. Now someone reached out to me and said, Hey, have you taken a look at Heather's profile. And when I reviewed it, I started to realize, hey, there's some things that she's talking about that I've been able to dip my toe in, in the real estate space. And when I saw what she was doing, I thought, oh gosh, this would be really fun for us to hear more about the unique solution that they're bringing to clients. So let me take a breath and say welcome, Heather. Heather Well, thank you for having me. I'm excited to be here. Grant Very good to have you here. And you know, when we were talking before we got started, I think you probably live in one of the most beautiful places on the planet, which is awesome. So thanks for coming out of the cocoon of beauty where you guys live, talking with the rest of us. Okay, so first things first. Tell me a little bit about how your dreams and what got you going into this business area in real estate? Heather Yeah, well, I think everybody has a story, right? Like, a lot of us started with something else. And then was led down a path that was probably a better calling, per se. I went to college to be a teacher and decided I really liked my children but wasn't really interested in spending all day with everybody else's kids. That's it. Grant That's good to find out. Heather Yeah, yeah. Well, my kids gonna test it out. They're like, You were terrible at helping us with homework. But anyway, so stayed home with our kids for a long time, we were kind of entrepreneurs and my husband was running an indoor soccer center facility. But I had a very good friend of mine that was in the private money industry. So when our youngest son was in school full time, I decided to go back out into the adult world. And he's like, you know, come to work for me. I said, I have no idea what you do I have a mortgage, is it the same thing? He's like, No, come down to my office. So long story short, 20 years ago, walked in there and just, it blew my mind. I had no idea that one, if you were a real estate investor, you could get funding outside of a bank and traditional sources. And two, I had no idea that you could invest money that way. I thought everybody went to a financial advisor, everybody, you know, stocks, bonds, mutual funds, like I just I was, my eyes were wide open. Grant I mean, that's such an uncommon knowledge just right there. Even some of our listeners will be like, wait a minute backup, say that phrase again, you can do what say that one more time. Heather So you can buy real estate, and get funding for real estate transactions outside of a bank. So you can acquire what we would call private money lending to buy real estate, a lot less restrictive than a bank, you know, they typically private lenders will look at what we call an after repair value, which banks don't do, you know, they want to know what's that property worth as it sits, and that's the most they're gonna lend on it. private lenders are much more creative. And they can look at a property and say, hey, I can see the value you're going to add, and I can see your vision. Absolutely will end on that. And so, that was mind blowing to me first. And then I started started with working with investors that said, you know, I've got money in the stock market, but I also want to invest in real estate. But here's the deal. I don't want to own the real estate. I don't want to rehab the house. I don't want to deal with a tenant and toilet but I want to reap the benefits of that. Grant So intended for more passive participation. Is that the idea? Heather Absolutely. Yep. So I'll huge majority of my clients, you know, have been active real estate investors in the past. They like real estate as an asset class. Again, they don't want to do it themselves, but they want To be the lender per se, and so there was this opportunity to match active real estate investors with people that are looking for a more passive Path to Wealth and and match the two and it benefits everybody. Right? Grant So what's the what's the typical profile of someone coming to service like this? Heather I would say on the borrower's the active investor side, you know, there there are people fixing and flipping, and they're everything from the guy that has a full time job that's doing it on the weekend to the very active clients that are for like 100 houses, really now they don't want to deal with a bank. There's too many restrictions. You know, we obviously have a very clearly defined guideline process and underwriting process, but it's much different than a thing. We're we're focusing on the asset, and then also focusing our attention on the borrower, we're making sure that they have the financial wherewithal to actually finish the deal. Can they make the payments, you know, all those things, we look at credit. But then on the on the passive side, the clients I mostly deal with there, you know, one of the niches I've really gotten involved with is high net worth dentist right now. Grant Did you say dentists? Heather Dentists. Grant Okay, I did not expect you to say dentists. Heather Well, here's the thing. They have tons of capital, right? Yeah, they have no time to manage their money invested, you know, and a lot of times their biggest asset is their business, they'll sell their practice, when they retire. Now, they have this influx of massive capital. Oh, interesting. A lot of them are very educated with real estate, but they don't have the time to do it. And so I would say that the profile for my passive people are people that have started to create some wealth for themselves, and they want to either create cash flow, so maybe they're retiring. And they don't want to tap into what they've saved, but they want to live off their earnings. Got it, or a new niche I've really I'm pretty excited about is our growth minded clients. So you know, I don't know how much you know, about a real estate fund. But for a long time, you had to be a high net worth accredited investor to even ever think of investing in these types of funds that we're talking about REITs. Yeah, well, we are similar to a REIT. But we are a privately managed real estate. Oh, interesting. Okay, got it. Well, we're privately managed, but the model is the same. It's real estate assets, throwing off profit. And that's how people make money as off their earnings. But 10 years ago, you could only open that type of fund up, if you were what's called an accredited investor. That's the only people that could invest. So you had to have a million dollars in assets over income of $200,000 a year 300. As a couple. We feel really passionate, we think everybody should have the opportunity create wealth. So four years ago, we actually have the ability to open up what's called a Regulation A fund, and anybody can invest in it. We started our minimum at $1,000. And it's open to anybody, and we pride ourselves on this, it took a long time to get approved for this spot. Grant That's fascinating. Okay, that's the first I've heard of something like that. How many organizations do that? Heather I mean, I haven't heard of anyone, not many that are a real estate fund. Most of the time, they're a crowdfunding platform. So you're, you know, you're investing in a platform, that's an angel investor, or they, they provide business loans. There are only a few real estate funds in the United States that were approved for that. So it's pretty uncommon. Grant That is, wow, that's very interesting. Okay, that must have taken a lot of effort to get that I mean, so that's feels like that's such an untapped market too. Huge market. Heather What we cater to is we work with a lot of clients that have 401k Is that they didn't move from a previous employer have small Ira balances, you know, they funded it with six grand and, and then they never did anything with it. This is a great opportunity for those kinds of funds. You can roll those accounts over to self directed custodians. So they're still tax deferred, you're not, you're not taking a distribution on it, okay? You're just, you're just now deciding where you want to invest it instead of having a financial advisor or a money manager, and I'm not here to tell you to people to pull all their money out from their financial advisor, really, it's just a way to diversify. And it gives people the ability with small dollars to invest in real estate because a lot of people think, well, I've got to have, you know, a couple 100 grand to buy real estate, no, you don't, you could invest in a fund that's investing in real estate and you reap the benefits of it and you have zero headaches. Grant That's, that's awesome. So let me say back to you because it sounds almost too good to be true. Okay. You're telling me that someone could take their four When k or whatever other capital they have, there's not a bar, a minimum bar, they can roll that into this investment fund investment fund is going to be making the investment decisions, as well as managing the properties. And these people then just participate that investment participate in sort of a passive, passive return is that you said? Heather Yep, yep. Grant That's really awesome. Heather Average yields are eight to 9%. We've managed funds for 10 years. So we have a really good track record. They are very regulated by the SEC. So there is a another set of eyes overseeing it. And they're fully audited funds. Grant Okay. Okay. Then what's the risk side? Heather Well, the risk side is, you know, not any different than any other investment, right risk is the market shift values decrease, I will tell you that our funds are a little bit different than most in the sense that we focus around residential real estate, okay. And we were not what people would call a syndication where we're investing in apartment complexes, we focus our investments around single family up to four units, all in the affordable housing market space. So we do two things with the funds. So part of the fund, we lend the money out. So real estate investors that are wanting to fix and flip we'll lend them money, we take a first lien against their property. So worst case scenario, they don't pay, we foreclose on the house. And now we own a house with 30% equity in it because we don't lend more than 70% of the the other portion of the fund we buy real estate, specifically in Coeur d'Alene, Idaho, and Spokane, Washington. So we invest in projects locally. We don't preach people trying to manage a rehab five states over and we don't do it either. So that's our model. Grant So are all of your properties in that area, then? Heather Yes, all the hard assets that we buy are only local, we went out is nationwide. Grant Because I've worked with I've worked with some groups that will take the approach of the look for places in the US where the volatility of the real estate market is small. The intent is to create a cash flow through sort of this renter model, if you get appreciation on the property great, but it's not about that it's more about sort of that rental cashflow. How different are you from from something like that? Heather Well, we look at all of that. And that's another reason that we stay in the affordable housing market space. Because let's let's say that, you know, our exit is to rehab a house and flip it and the profits flow back into the fund and the market shifts. When you're in that affordable housing market space, you have a huge opportunity to cash flow that property in the event that you need to write out, you know, values decreasing. So we're much like that. And I think you'll have to be as a fund manager, you have to be nimble, you have to have multiple strategies. If you start relying on one stream of income for that fund, you're in big trouble when things change. And so we're much like that I you know, in the past, we've done very well, fixing and flipping, and our clients have done very well fixing and flipping, we're right now educating our clients that hey, some markets are turning like in an inflationary time, real estate's a great place to be. But it's also a great place to be for rental market. And so we're seeing a ton of opportunity for cash flowing properties. And so we're starting to add that to our to our portfolio. Grant So a couple minutes ago, you were talking about another class of investor that sort of a high growth or high high growth minded and then I think I may have entered interrupted you on that. What is it about them that you find interesting? Heather Well, the nice thing about our funds is when people make a decision to deploy capital through our funds, they can set their accounts up however they want. So what I mean by that is, they can either set their accounts up to reinvest their earnings. So earnings are paid out monthly. So we pay out all profit, which is really different than most real estate funds. Because if you're investing in a fund that's buying an apartment complex, for example, typically your returns are realized five years down the road, you get the benefit of depreciation, which is great, but you don't typically see your high yields till they sell that property. Right, right. Are our funds cash flowing? So we're lending on loans or paying off or buying properties? We're selling them. So all those earnings or profit are paid out every month? So you can either reinvest your earnings and roll them back into your equity membership, which is yeah, if you're working with self directed IRAs, that is an awesome option because you don't have these dollars going back. All right, and then they sit there and deploy until you have enough so you can reinvest for more growth minded clients, or for my guys that are looking for cash flow, you know, retired sold their practice trying to replace their income. They liked the monthly model because they're getting, you know, the earnings. Yeah. Grant So on the property, so sorry, Heather, quick question on the property itself when it's purchased, is it the fund that is on the property that owns the property? Or is it you know, allocated to the individual? Heather No, the fund owns the prop. Yep. Any loans that we originate? The fund is the lien holder. And that that's another thing is these are tangible assets. So risk is, at the end of the day, the markets go haywire, we just start liquidating assets and paying people off would be worst case. Right? Grant And that's how that's very interesting. Because, you know, I, currently, my wife and I, we invest in properties, but we do it where we're the first in other words, it's, it's, it's on us, right? So we have property managers that certainly take care of it, because we really like that, you know, cash flow kind of idea, right? And you want to be sort of passive with it, for sure. But at the end of the day, it's it's my name on it, right. And I think that's a unique thing about what you're describing there. I'm listening to a gun, though, that would distribute the risk, right, and spread it around there a little bit as as the individual investor. Heather Very cool, right. And that's what you know, a lot of people like, I have a large percentage of my clients have done real estate in the past, they've owned rentals they've owned, they've funded notes, they've fixed and flip, they, you know, developed and they're kind of at the point where they've, they've got capital now, and they don't want they want to retire. They, they want to, they want to golf, and they, they don't want to hear from a tenant that their toilets plugged in the middle of the night, you know, even though you're using a property manager at the end of the day, it's still you paying for it. That's right. That's right. You know, that's where I think there's benefit there. And then also for our clients that have smaller dollars that, you know, our husband and wife both working full time with kids, they don't have time to be rehabbing a house, this is a way that they can start to put that money to work for them. And it's shocking how quick it grows, especially your tax deferred accounts, self directed IRAs, and self directed 401. K's are like, people don't talk about it enough. It's, you know, you can do traditional, you can do Roth, if you're not working currently, for the employer that provided the 401, you can roll that over and start deploying that capital. So there's just so many other options out there that I just don't think people are aware of. Grant What's your take on potential impact to this model with, you know, interest rates slowly nicking up there from the feds and such any any concerns there? Heather We do. We talk about it. We meet multiple times a week, there's three fund managers to include myself, I think what we're already seeing, I mean, our market is a little different. It's still very hot, but we're starting to see it take longer for houses to sell. I think prices are going to stabilize. I don't know that we're going to see a I don't think we're going to see a downturn like 2008. I don't think that's going to happen. banks aren't lending at 120% of value. But at some point, I would I think homeownership is going to be affected and there's going to be a huge opportunity in the rental market. Grant I think it'd be a soft landing, right? Heather Yeah, yeah. Well, there has to be right. Yeah. You you can't have interest rates as low as they were in values increasing at the pace that they were. Grant No, it's crazy, right. Especially what the last. I think you're saying before we started chatting wasn't like you've seen it just in the market year and 40% valuation increase just in the last two years. Is that right? Heather Yep. Grant Yeah, boy, that's in the Wall Street. Yeah, that's better than this. Heather We bought a little house close to my office down here. My our younger son was going to call it there's actually a small junior college here. And three and a half years ago, we bought it for 200. And I was sweating bullets. I thought, oh my god, we're just overpaying for this house. The house next to it just sold for 450. I was like, Why didn't we buy like five of five of these? Yeah, I was thinking but you know, it's but but again, that shows you that a lot of locals in this market are selling because it's a huge opportunity, right? They'll never make as much money but now they're displaced. And that's why as a as a fund management team, we're saying hey, multifamily, small multifamily. We have several duplex projects going and for plexes because people have to have somewhere to live and at the prices that have increased here, you know, most of the locals can't afford it. And so they're going to be you know, looking for housing. So we think that that the housing market right now, is it the opportunities in rentals? Grant Yeah, that makes sense. Quick question about your clients in terms of preparing them. So given that some of these models are new to a certain group of people, what do you guys do in terms of getting people up to speed or educating them? Is that some of the things that your organization does? Heather Yeah. So the interesting thing about our company is we actually are an education company. First and foremost, we put on so it's interesting, we used to put on live events, like maybe at most for a month, usually two to three will COVID hit. And as everybody else in the education space that did live events, quickly, you're either closing down or you're pivoting saying how do we still pull this off? So what's really cool about that is we went live with all these these events, webinars, podcasts, online live events, and now we put on anywhere from three to four a week. So yeah, so and they're everything. They're from a grant, you want to buy a piece of real estate, we're going to teach you how to rehab it too. Hey, Grant, you want to be a loan broker? We'll teach you how to do that. I am mostly involved with a lot of webinars where I just did one last week, and it was all about how to buy a note how to educate people about how to buy a mortgage, or what some people call a first lien. How do you do your due diligence, what do you look for? And so we just, we really believe in helping our clients be the most educated they can to make the best decision, you know, and and so a lot of webinars, we have one tonight, we do every first Monday of the month, called our CEO, fireside. And that's all going to be focused about around the rental market. So education, just tons of online, tons of education. Grant Perfect. And where would someone go to find those webinars? Heather So they if they're want to learn more about the passive investing side of things, I would send them to our main website, which is at secured investment Corp, no plural in their secured investment Corp. There they're going to learn there's tons of webinars, different podcasts I've been on. And that's more your education about passive investing. If they are a more active real estate investor, they want to go find the deals they want to make offers, they should visit our website at Lee Arnold System of real estate. Grant Sorry. Did you say Lee Arnold? Heather System of real estate system real estate? Got it? Okay. All right. Yeah, that's awesome. Kind of two different paths, it kind of just depends on what they're really trying to accomplish. I mean, that's what I talk with my clients is like, what are you trying to accomplish? How much time do you have? And how much capital do you have to actually commit to that? And then that typically dictates what path they're going to take? Grant Is it pretty evenly split? Or do you see more people going passive? What's What do you observe? And Heather I'd say it's pretty evenly split. Honestly, you know, I think for a long time, it was heavier on the, you know, everybody, you know, you got HGTV, and they make rehabbing look like it's I've I've rehabbed and I never looked like anybody on HGTV, and my husband and I almost divorced each other. So I said, I thought we were going to be like, Chip and Joanna, like, this was a thing. I was like, Oh, it was good. Like, that was a big buyer, you know, through COVID, you know, you couldn't get into buy houses, you couldn't get the county out there. Now you're having supply chain issues, you can't get materials. So I think it has started to shift a little a lot of people have left employers through COVID. And now they've got these 401k sitting there. And they're going What am I going to do with this? So I think that's created a lot of opportunity and interest in the passive side of it. So I think it's right now it's probably 5050 5050 Grant Awesome. Okay, while Heather, you've just been incredible sharing these, these experiences that your organization's had and the value that you're bringing, I have a quick question. Are you still doing CrossFit? Heather I am I'm getting back into it. I kind of fell off the CrossFit wagon. Last year we moved we were, you know, again, developing five acres like it was going to be the big glamorous thing. So yeah, I not as much as I was but I'm getting back to it regularly. Grant That's awesome. I love your story and what it is you're doing for the market and for people changing lives and given them a livelihood to build on all the like you said all the nest eggs they've developed in a way that's got a sounds like a lot of risk taken out for the people. So that's amazing. Heather We're here To educate people and give them a pathway to create, you know, generational wealth for themselves. And we just strongly don't agree with the fact that you have to be a high net worth individual to take advantage of this. So we pride ourselves on the fact that we we have a real estate fund with people with as little as $1,000 can invest in. Yeah, people have to start somewhere, they really do. Grant Well, and you may have a free, you may use the phrase there that I love, which is around generational wealth. And sometimes that gets in the popular culture that's not talked about much. But for people that are being intentional with what they're trying to do for their families, those kinds of strategies mean a lot. So the fact you've made it accessible to the masses, and you're helping them solve that generational wealth problem. That's that's really awesome vision that you guys have any last comments that you'd like to share? Heather No, I mean, I guess I what I would like to share is if you have any interest, or you want to become more educated about self directed IRAs, and 401, K's just for clarification, we are not an IRA custodian. I'm not a tax professional. But I know a lot about those accounts. And I would encourage anybody, if you even have a small interest in it, get a hold of me and my team, you can get a hold of me at our website at security investment corp.com. And we'd love to give you some references for you know how you can set those types of accounts up if there's one thing people take away from this this presentation is that there is opportunity for investment through tax deferred accounts. Grant Very cool. Wow, what a great, great service you guys are providing Heather, thank you for taking the time with me here today. I appreciate that. All right, everybody. Thanks for listening to another episode of Financial investing radio and until next time, go check out Secured Investment Corp. Thank you for joining Grant on Financial Investing Radio. Don't forget to subscribe and leave feedback.

Ep 123: Outside of the Box Funding Based on ARV Including Construction Costs

Lockbox

Play Episode Listen Later May 2, 2022 28:45

Heather Dreves is the Director of Funding at Secured Investment Corp. She is a tenured employee that has worked in the Private Money Industry for over 15 years and held her series 63 license. Heather has been directly involved in the sale of over 100 million dollars in Trust Deed Mortgages and raised over 30 million in Secured Investment Corps High Yield Equity Funds. She has had experience in assisting underwriting, managing the Cogo and Servicing team in addition to Investor Relations. In our conversation, we discuss: The importance of finding the right deals for you The importance of building relationships with brokers The process for evaluating what to say no to Why you need to “stay in your lane” when rehabbing and selling houses The differences between flipping houses and passive investing and what's right for you Enjoy the show! Connect with Heather: Facebook: https://www.facebook.com/SecuredInvestmentCorp Website: https://securedinvestmentcorp.com/ Connect with Jeff: https://steezy.digital/ Facebook: https://www.facebook.com/jeffrey.brogger LinkedIn: https://www.linkedin.com/in/jeffrey-brogger/ Twitter: https://twitter.com/jeffbrogger FREE DOWNLOAD: The Ultimate Real Estate Goal Setting Framework This SMART spreadsheet will automatically breakdown the number of phone calls, appointments, or open houses you need to achieve your income goal!!! Click below to download this SMART spreadsheet today! https://steezy.digital/ultimate-real-estate-goal-setting-framework Learn more about your ad choices. Visit megaphone.fm/adchoices

director smart funding investor relations servicing cogo construction costs heather dreves secured investment corp

Are Rising Rates Affecting Multifamily Investments with Lane Kawaoka | 604

investing invest investors investments affecting rei multifamily rising rates lane kawaoka simple passive cashflow multifamily investments secured investment corp

Play Episode Listen Later Apr 29, 2022 23:00

Lane Kawaoka of Simple Passive Cashflow is back on the show today to help us learn more about what's really happening in the marketplace, what he's seeing as an investor, and what factors may or may not affect your investments this year. Key Talking Points of the Episode [01:36] Invest with Secured Investment Corp! [02:20] What are we talking about with Lane? [04:23] What has Lane been working on recently? [07:19] What's happening to interest rates today? [10:04] Are housing prices ever going down? [13:41] What kind of deals does Lane do today? [15:24] What is the game of investing all about? [19:25] How can you make sure you're buying good deals? [21:00] Where can you learn more about Lane? Quotables “I focus on stabilized, workforce style housing, so these are rents in the $700-$1200 range, so lower-middle class.” “We kinda catch this bell curve coming at us, therefore, in recessions, it performs pretty good.” “It's harder and harder to find these deals that you just can't sit in cash flow. You can't just be a super lazy investor anymore.” “Maybe it's just like a college education - the prices are never gonna come down!" “The more profitable you are, the higher the value of that apartment building.” “We always look for some value-add types of projects because that's where the returns get juiced.” “They make good deals better and they make bad deals worse.” “Interest rates are indicative of a good economy. A good economy is when rents go up - skyrocket, in some places 10-12%.” “There's always gonna be that gap between interest rates and cap rates, and that's what investors take advantage of.”

How This Entrepreneur Made $600M Working 5hrs a Day with Trevor Blake | 600

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Play Episode Listen Later Apr 15, 2022 23:00

Trevor Blake is a serial entrepreneur and a New York Times bestseller who has gone from starting his business with a few hundred dollars to creating and successfully selling and exiting three companies for over $600M. He did this on his own and without spending more than a few hours a day working! Listen to this episode to hear more about Trevor's story, how he was able to do it, and why having a balance is important for entrepreneurs! Key Talking Points of the Episode [01:27] Invest with Secured Investment Corp! [02:11] Who is Trevor Blake? [03:20] What is Trevor's background? [06:21] What kind of mindset does Trevor have when it comes to money? [08:26] What makes Trevor's business model unique? [09:50] What kind of businesses has Trevor set up? [12:11] How do you tune in with your intuition? [14:37] Why is intuition important in business? [17:14] Why did Trevor decide to work 5-hour workdays? [18:13] Why is it smarter to work shorter hours? Quotables “I changed that by just reading biographies. It's not magical, I haven't come up with anything creative or clever, I just copied what other people did.” “I used a few hundred dollars to start it, but I used a unique business model. I call it the model of alliances.” “Money comes in, but you have to let it work because it's energy. If it's not working, it'll stagnate.” ”My best decisions have always been those instantaneous ones that always feel right.” “Your anatomy proves that you can't concentrate beyond two hours.” “Every time you get distracted, it takes 35 minutes to get back on track, so what you end up doing is working all those hours, but the actual hours that were productive are very, very small.”

Financing And Funding Real Estate Deals Using Private Money with Heather Dreves

Investing For Good

Play Episode Listen Later Apr 14, 2022 50:40

Self-directed IRA: How to use in real estate, qualifications, and investment optionsThings that people should know about UBITHow Secured Investment Corp helps investors in funding deals and its value in the marketPerforming vs. non-performing notesMajor advantages of investing in non-performing notes The Life & Money Show Spotlight:Your Life & Money: What is one thing you're doing to live a meaningful and intentional life by design?Other's Life and Money: What is one life or money hack that you can share that will make an impact in others' lives right now? Life & Money in the World: What's the one thing you're doing right now to make the world a better place? ABOUT HEATHER DREVESHeather Dreves is the Director of Funding at Secured Investment Corp. She is a tenured employee that has worked in the Private Money Industry for over 15 years and held her Series 63 license. Heather has been directly involved in the sale of over 75 million dollars in Trust Deed Mortgages and raised over 10 million in Secured Investment Corps High Yield Equity Funds. She has had experience in assisting underwriting and managing the Cogo and Servicing team in addition to Investor Relations. CONNECT WITH HEATHERWebsite: Secured Investment CorpEmail: hdreves@securedinvestmentcorp.comPhone: 800-971-5988 (Ext. 1402) To connect with Annie and Julie, as well as with other Investing For Good listeners, and to get the latest scoop on new and upcoming episodes, join Life and Money Show Podcast Community on Facebook.To learn more about real estate syndication investment opportunities, join the Goodegg Investor Club.Be sure to also grab your free copy of the Investing For Good book (just pay S&H)--Thanks for listening, and until next time, keep investing for good!

Borrow from Your IBC Policy for Less with Brenda Newton | 596

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Play Episode Listen Later Apr 1, 2022 23:00

That's one of the beautiful benefits of infinite banking and that's what our special guest, Brenda Newton, will tell us about today. Brenda Newton works with Bank Corp, that's how I met her. She has an extensive background in financial services and she returned to private banking after years in management at Smith Barney in California. Listen to this episode to learn more about how you can borrow from your infinite banking policy for less! Key Talking Points of the Episode [01:31] Invest with Secured Investment Corp! [02:14] Who is Brenda Newton? [03:38] What is Brenda's focus in Bank Corp? [04:18] What options do you have with an infinite banking policy? [05:20] How do infinite banking loans with Bank Corp work? [06:23] What is it like to get a loan from Bank Corp? [08:53] What makes it work well for real estate investors? [10:39] How can you access your line of credit from Bank Corp? [12:09] What other benefits can you get from a line of credit from Bank Corp? [13:21] How do you get your line of credit increased? [14:32] Why does Bank Corp provide loans for life insurance? [16:01] What's the difference between whole life and universal policies? [17:45] What is the risk with universal policies? [19:47] How can you reach out to Brenda? Quotables “When you save money in life insurance, you can save your money basically tax-free. It's like a tax-free, supercharged savings account.” “When we send a wire domestically, it's received the same day.” “After the first 6 months with us, they can increase twice a year.” “The minimum per policy is a cash value of about $5300 and that gets us to our minimum commitment amount per policy of $5000.”

Passive Investing in Idaho Real Estate with Heather Dreves

Capital Gains Tax Solutions Podcast

Play Episode Listen Later Mar 25, 2022 28:28

Heather Dreves is the Director of Funding at Secured Investment Corp and a fund manager that oversees the management of the Secured Investment High Yield Fund II LLC and the Circle of Wealth Fund III LLC, Secured Investment Corp is one of the fastest-growing real estate lenders and fund managers in the US.Secured Investment Corp has created two private equity funds to fill the void left by uncooperative traditional funding sources. Investors have the potential to earn double-digit returns based on past performance. By connecting real estate investors who needed non-traditional funding with passive investors who were ready to earn higher returns on their investments, Secured Investment Corp created an opportunity to benefit both sides.Heather enjoys lending money to self-employed entrepreneurs and their families. Watching people succeed in their business motivates her, and that's why she and her lending team focus on transparency, mentorship, and making sure their people make their money back. She learned early on that focusing on the bottom line was not enough to sustain a business, and after foreclosures and property taxes caught up with many of her clients, she decided to change her approach.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Passive Investing in Real Estate.What's the average percentage on notes? Liquidity of funds?Is there a time period people must stay in?Diversifying Fund.The flavour of Idaho local real estate.The biggest difference between Coeur d'Alene, Idaho and Boise.Connect with Heather Dreves:https://capitalgainstaxsolutions.com/passive-investing-in-idaho-real-estate-with-heather-dreves/Love the show? Subscribe, rate, review, and share!Here's How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

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Passively Invest in Real Estate with Heather Dreves

Ice Cream with Investors

Play Episode Listen Later Mar 14, 2022 41:44

One way to get your money compounding is to partner with others in real estate. You can enjoy the benefits of a comfortable lifestyle without having to work. Today, Heather Dreves joins the show to discuss how to passively invest in real estate Guest Bio: Heather Dreves is the Director of Funding at Secured Investment Corp and a fund manager that oversees the management of the Secured Investment High Yield Fund II LLC and the Circle of Wealth Fund III LLC, Secured Investment Corp is one of the fastest-growing real estate lenders and fund managers in the US.

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Ep: 34: Private Money Investing Can Lead To Passive Income

The Multifamily Millionaire: Real Income From Real Estate

Play Episode Listen Later Mar 5, 2022 31:31

Private Money Investing Can Lead To Passive Income Welcome to episode 34 of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee. This week Jason welcomes Heather Dreves and they discuss her private money marketplace company that focuses on residential real estate investments. This is a great introduction to how private money can work for real estate investors. Heather Dreves is the Director of Funding at Secured Investment Corp and fund manager with, one of the fastest growing companies in the private money marketplace in the US, focusing on residential real estate investments. She has been in the private money space for the past 17 years and previously held her Series 63 License. She has personally raised over $300 million dollars in her time with Secured Investment Corp. To download your free Real Estate Deal Analyzer just head to https://jlmrealestateinc.com/free-product/. With this guide, you'll be able to easily understand your real estate deals. Here is what to expect on this week's show: · A look into Heather's background and what exactly Secured Investment Group does. · The way that Heather learned that you don't need to have a lot of capital yourself to start a career in real estate. · How can private money be useful to regular real estate investors? · How does a company like Heather's provide value to passive real estate investors? · How exactly did Heather successfully raise over $300 million in her career? · Heather's views on investing through self directed IRAs and 401ks. · A look into the real estate market over the next three to five years. · The parameters to look at when underwriting deals. · Advice for those out there who are looking to passively invest in real estate. Relevant links: https://securedinvestmentcorp.com Connect with Jason: Instagram: https://www.instagram.com/jasonjosephlee/?hl=en YouTube: https://youtube.com/channel/UCWNrpNXpGuujHMVZJWmBLsw LinkedIn: https://www.linkedin.com/in/jason-lee-3b7806115/ Connect with Heather & Secured Investment Corp.: LinkedIn: https://www.linkedin.com/in/heather-dreves-6204a242/ Facebook: https://www.facebook.com/SecuredInvestmentCorp Learn more about your ad choices. Visit megaphone.fm/adchoices

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How to Invest in Real Estate without the Hassle

The Business Credit and Financing Show

Play Episode Listen Later Feb 8, 2022 31:40

Heather Dreves, the Director of Funding at Secured Investment Corp and fund manager with, one of the fastest growing companies in the private money marketplace in the US, focusing on residential real estate investments. Heather is passionate about helping self-employed entrepreneurs and their families build wealth and succeed in their business ventures and helping investors deploy capital that is looking for a high yielding passive investment backed by residential real estate.. She has seen real estate investors succeed and fail and is committed to tipping the scale to the side of success for everyone she can. During the show we discuss: ● Why real estate funds are one of the best alternative investments you can make ● How to Diversify your portfolio with Real Estate ● What is needed before getting into real estate investing ● How to invest in real estate without the hassle ● Can I begin real estate with no money? If so, how? ● How to finance the first real estate deal I find ● Helpful tips for new real estate investors ● How to find leads for my first deal ● How to invest through self-directed IRA's and 401k's ● The most important factors in real estate investments ● The proven real estate strategies ● How to choose the best real estate strategy for me ● How to maximize my investment property profits ● What is the future of residential real estate markets Show resources: https://securedinvestmentcorp.com/

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330 - The Unconventional Way to Empower Investors with Heather Dreves

Crazy Sh*t In Real Estate with Leigh Brown

Play Episode Listen Later Feb 8, 2022 23:25

If you're an active real estate investor looking for funding or just ready to deploy capital passively, we've got the episode for you! Heather Dreves explores the non-traditional financing world. Let's delve into topics about having skin in the game, flexible options for your investments, affordable housing programs, and an insane tenant story that led her to love flipping houses. Key takeaways to listen for Definition of private money advice to people with a low-risk investment profile Qualifications and factors to consider when signing up for private money Cost difference of traditional vs non-traditional financing What are the contributions of investors in the community? About Heather Dreves Heather Dreves is the Director of Funding at Secured Investment Corp. She is a tenured employee that has worked in the Private Money Industry for over 15 years and held her Series 63 license. Heather has been directly involved in the sale of over 75 million dollars in Trust Deed Mortgages and raised over 10 million in Secured Investment Corps High Yield Equity Funds. She has had experience in assisting underwriting, managing the Cogo and Servicing team in addition to Investor Relations. Connect with Heather Website: Secured Investment Corp Facebook: Secured Investment Corp Linkedin: Heather Dreves Email: hdreves@securedinvestmentcorp.com Connect with Leigh Please subscribe to this podcast in iTunes or in the Podcasts App on your phone, and never miss a beat from Leigh by visiting https://leighbrown.com. DM Leigh Brown on Instagram or on Twitter or any social networks by clicking here. Subscribe to Leigh's other podcast Real Estate From The Rooftops! Sponsor Start your free, all-access trial today. There's no credit card required. For a limited time, Follow Up Boss is doubling the free trial for CSIRE listeners—that's a full 30 days to see how Follow Up Boss helps you close more deals. LINK: Followupboss.com/crazy

Bouncing Back From Business Failure with Kim Flynn | 568

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Play Episode Listen Later Dec 24, 2021 23:00

She has been on the podcast many episodes ago and she is back to talk about how she bounced back from failure. Kim Flynn is a bestselling author, podcaster, and serial entrepreneur with several 7 and 8-figure businesses under her belt. She is the CEO of Card Salad and she will be sharing her experience with us from being at the top, crashing to the bottom, and getting back up again. Listen to this episode to learn how to navigate the grief that comes with failure and how to get yourself ready for a new chapter in your life. Key Talking Points of the Episode [00:00] Introduction [01:18] Invest with Secured Investment Corp! [02:33] Who is Kim Flynn? [03:44] How did Kim become an entrepreneur? [04:51] Kim's decision to go big [05:46] Playing big and playing bold [06:39] The turning point in Kim's business [07:09] Kim's depression [08:01] The death of Kim's business [09:08] Getting through the grief [10:02] Rebuilding herself and her business [14:21] One of the biggest lessons Kim learned [15:41] Letting go and being free of worry [16:19] Other lessons Kim learned from business [17:09] The power vs. force concept [19:10] Is what you're doing what you really want? [21:04] What's the best way to find Kim? Quotables “That's a reality for women, if we have children, and for dads as well if they're the exclusive child provider - it really is a job and you can't expect yourself to be able to do everything all at once.” “You can't take the entrepreneur out of someone who is entrepreneurial.” “It was mostly deep grief. I've experienced deaths in my life, it was death. It was the death of my future, the death of everything I've worked for.”

Heather Dreves - Why To Invest In A Real Estate Fund

Landlording for Life

Play Episode Listen Later Dec 20, 2021 36:55

Heather Dreves, Directing of Funding at Secured Investment Corp, discusses why investing in a real estate funds makes sense and what profile investor it makes sense for as well as sources of funding to secure a passive investment as an accredited investor.

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Real Estate Funds and The Circle of Wealth with Heather Dreves

REI Rookies Podcast (Real Estate Investing Rookies)

Play Episode Listen Later Dec 16, 2021 1771:00

With us today is Heather Dreves, the Director of Funding at Secured Investment Corp and fund manager with, one of the fastest-growing companies in the private money marketplace in the US, focusing on residential real estate investments. Heather is passionate about helping self-employed entrepreneurs and their families build wealth and succeed in their business ventures and helping investors deploy capital that is looking for a high-yielding passive investment backed by residential real estate. She has seen real estate investors succeed and fail and is committed to tipping the scale to the side of success for everyone she can. Show notes at REIMastermind.net

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Real Estate Funds and The Circle of Wealth with Heather Dreves #295

REI Rookies Podcast (Real Estate Investing Rookies)

Play Episode Listen Later Dec 16, 2021 29:30

With us today is Heather Dreves, the Director of Funding at Secured Investment Corp and fund manager with, one of the fastest-growing companies in the private money marketplace in the US, focusing on residential real estate investments. Heather is passionate about helping self-employed entrepreneurs and their families build wealth and succeed in their business ventures and helping investors deploy capital that is looking for a high-yielding passive investment backed by residential real estate. She has seen real estate investors succeed and fail and is committed to tipping the scale to the side of success for everyone she can. Show notes at REIMastermind.net

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B2B 38: How to Create Passive Income from Commissions

Broker to Broker Real Estate Podcast

Play Episode Listen Later Dec 9, 2021 27:37

Join Nathan Daniel with Heather Dreves as they talk about passive alternative investing. Heather Dreves is the director of funding at Secured Investment Corp, a private money company providing real estate investors with the necessary capital to finance their projects by bringing together private lenders and borrowers. She discusses the one thing real estate agents struggle with – an exit strategy. Here's a breakdown of what to expect in this episode:§ The opportunity with affordable housing and rental space§ Diversify a fund by lending money to other real estate agents§ Accredited investing as compared to the non-accredited type§ Dedicate a percentage of commissions to invest over time§ The fund is to hard assets as the stock market is to paper§ And so much more!~About Heather Dreves:Heather Dreves is the director of funding at Secured Investment Corp. She is a tenured employee that has worked in the private money industry for over 15 years and held her Series 63 license. Heather has been directly involved in the sale of over 75-million dollars in trust deed mortgages and raised over 10-million in Secured Investment Corps High Yield Equity Funds. She has had experience in assisting underwriting, managing the Cogo and Servicing team in addition to investor relations.~You can find Heather Dreves on . . .Secured Investment Corp LinkedIn: https://www.linkedin.com/in/heather-dreves-6204a242/Website: www.securedinvestmentcorp.com~Subscribe to the Podcast here: https://apple.co/2YbqC9p~Connect with Nathan!Links: (I LOVE to be tagged in your posts, please share any content and tag me!)Main Page: https://nathandaniel.me - Links to the Podcast, all social media, PLUS Free tools, resources, and more!YouTube: https://bit.ly/3dUQ1bpFacebook: https://bit.ly/3ATvX3lInstagram: https://bit.ly/3AXh5kpTikTok: https://bit.ly/2Wurp4A

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Episode 104: Heather Dreves

A Passion For Real Estate Investments

Play Episode Listen Later Nov 30, 2021 19:06

In today's episode of Passion for Real Estate Investments, Director of Funding and Fund Manager at Secured Investment Corp, Heather Dreves, talks about raising capital. In 2012, Heather joined Secured Investment Corp as an investor relations manager before immediately being promoted to Director of Funding, where she has been ever since. During her time at Secured Investment Corp, she has personally raised over $200 Million How important is transparency? Hear about Heather's experience running a fund, the importance of investor relationships, investor opportunities, and the value that Secured Investment Corp provides for all investors. If you want to get involved with Secured Investment Corp, or you want to learn about raising capital, or you're interested in investing in funds, this episode is for you. Highlights from the interview * “To get ahead and create wealth for yourselves, you've got to have side hustles.” * “More than anything, they're investing in you.” * “If I was investing money, and I had questions or concerns, I would want to be able to communicate with the person I need to go to to get the right answers.” #HeatherDreves #SecuredInvestmentCorp #FinancialFreedom

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Episode 104: Heather Dreves

A Passion For Real Estate Investments

Play Episode Listen Later Nov 30, 2021 19:07

In today's episode of Passion for Real Estate Investments, Director of Funding and Fund Manager at Secured Investment Corp, Heather Dreves, talks about raising capital. In 2012, Heather joined Secured Investment Corp as an investor relations manager before immediately being promoted to Director of Funding, where she has been ever since. During her time at Secured Investment Corp, she has personally raised over $200Million How important is transparency? Hear about Heather's experience running a fund, the importance of investor relationships, investor opportunities, and the value that Secured Investment Corp provides for all investors. If you want to get involved with Secured Investment Corp, or you want to learn about raising capital, or you're interested in investing in funds, this episode is for you. Highlights from the interview “To get ahead and create wealth for yourselves, you've got to have side hustles.” “More than anything, they're investing in you.” “If I was investing money, and I had questions or concerns, I would want to be able to communicate with the person I need to go to to get the right answers.”

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How This Hollywood Man Grew His Passive Income Despite Lockdowns | 560

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Play Episode Listen Later Nov 26, 2021 23:00

In today's episode, I am joined by a good friend from Hollywood, Louis Visco. Louis has spent the last 25 years of his life working in film and TV. He made a huge shift in his life right before the pandemic started and he didn't let COVID stop him from creating passive income. Listen now to hear it from someone who spent years at his full-time job before realizing that he needed something more than just his pension and mutual funds. Louis now has multiple rental properties out of state and is starting to generate more passive income than he thought he could! Key Talking Points of the Episode [01:26] Get passive income from Secured Investment Corp! [03:29] Louis' career in Film & TV [04:16] Louis' hobbies and interests [05:33] Why did Louis get into real estate? [06:31] Saving money through traditional strategies [07:45] How did Louis discover Money Ripples? [08:27] Louis' income goal [10:27] Louis' first property in California [10:55] Investing out of state [11:33] What the first time was like for Louis [12:36] Getting your feet wet [13:42] Having a change in mindset [14:32] Realizing the dangers of relying on his job [15:07] The COVID-19 wake up call [17:40] Working with good property managers [18:05] Where are Louis' properties located? [19:00] Advice from Louis to new and aspiring investors Quotables “As much as I love my job, I realized that I have a shelf life.” “Once you buy the first asset, each success becomes easier and it's become a game changer.” “At some point, you have to take that leap and face that fear.” “Face your fear and take that first step, and everything will fall into place eventually.”

60. Heather Dreves: Passive Real Estate Investing

REL Freedom Podcast

Play Episode Play 18 sec Highlight Listen Later Nov 18, 2021 28:58

Some people love rolling up their sleeves and going through the hard things investing in real estate. Some want a more hands off approach. That's where Heather can help. While her investment company, Secured Investment Corp, works with the "traditional" flipper to fund their flips, she also focuses on working with people who want to invest in real estate for as little as $1,000. Some investors use after tax dollars to invest, and Heather can also help people looking to invest through a self-directed IRA or 401k. Hear Heather share how they've been able to help others build wealth through their real estate investment opportunities.FOLLOW HEATHER

SA289 | Investing Through a Trust Deed with Heather Dreves

How Did They Do It? Real Estate

Play Episode Listen Later Oct 25, 2021 32:27

Trust deed investing is not without risk; a minor flaw can turn a safe investment into a highly risky one. In this episode, Heather Dreves shares her expertise in trust deed investing, the risks involved, and the differences between individual trust deeds and trust deed funds.Key Takeaways To Listen ForTrust deed: What it is, how it works, and its pros and cons2 types of trust deed fund Tips for consumers seeking a fund manager to invest their capital inAdvantages of investing in verified and monitored funds How to invest in individual trust deeds and the risks involvedWhy self-directed IRA is a popular tax-deferred strategyResources Mentioned In This EpisodeVerivest Free Apartment Syndication Due Diligence Checklist for Passive InvestorAbout Heather DrevesHeather Dreves is the Director of Funding at Secured Investment Corp and fund manager with, one of the fastest-growing companies in the private money marketplace in the US, focusing on residential real estate investments. Heather is passionate about helping self-employed entrepreneurs and their families build wealth and success in their business ventures and helping investors deploy capital that is looking for a high-yielding passive investment backed by residential real estate. She has seen real estate investors succeed and fail and is committed to tipping the scale to the side of success for everyone she can.Connect with Heather Website: Secured Investment CorpLinkedIn: Heather DrevesFacebook: Secured Investment Corp Email: hdreves@securedinvestmentcorp.comTo Connect With UsPlease visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!SponsorThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams

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Episode 114: Building Powerful Alliances, with Heather Dreves

Real Estate Investing For Professional Men & Women

Play Episode Listen Later Oct 20, 2021 34:24

Heather Dreves is the Director of Funding at Secured Investment Corp and a fund manager that oversees the management of the Secured Investment High Yield Fund II LLC and the Circle of Wealth Fund III LLC, Secured Investment Corp is one of the fastest-growing real estate lenders and fund managers in the US. Secured Investment Corp has created two private equity funds to fill the void left by uncooperative traditional funding sources. Investors have the potential to earn double-digit returns based on past performance. By connecting real estate investors who needed non-traditional funding with passive investors who were ready to earn higher returns on their investments, Secured Investment Corp created an opportunity to benefit both sides. Passive investors get higher returns and real estate investors get quick, competitive loans to use to purchase and rehab those properties that traditional lenders will not touch. Heather enjoys lending money to self-employed entrepreneurs and their families. Watching people succeed in their business motivates her, and that's why she and her lending team focus on transparency, mentorship, and making sure their people make their money back. She learned early on that focusing on the bottom line was not enough to sustain a business, and after foreclosures and property taxes caught up with many of her clients, she decided to change her approach. Now, seminars, classes, and success and accountability programs are all ways Heather and Secured Investment Corp are ensuring that their clients earn all their money back (and then some). What You Will Learn: Who is Heather Dreves? Why Real Estate Funds are one of the best alternative investments you can make? Heather shares a beginners' guide to first lien position notes and how to invest in them. What is the future of residential real estate markets? How to invest through self-directed IRA's and 401k's? How can anyone invest in Real Estate without The Real Estate Hassle? Heather shares how she can be contacted. Additional Resources from Heather Dreves: Websites: https://securedinvestmentcorp.com/ Phone: +1 (208) 451-7836 Email: hdreves@securedinvestmentcorp.com LinkedIn: https://www.linkedin.com/in/heather-dreves-6204a242/ Facebook: https://www.facebook.com/SecuredInvestmentCorp

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Discover The Income Potential of Reg A+ Funds on Passive Accredited Investor Show

Passive Income, Active Wealth - Hard Money for Real Estate Investing

Play Episode Listen Later Sep 22, 2021 30:25

Join the Carolina Capital team LIVE every Thursday at 1:00 PM Eastern for the Passive Accredited Investor Show! This week, Heather Dreves, Director of Funding at Secured Investment Corp joins Bill Fairman, Wendy Sweet & Jonathan Davis to discuss Reg-A+ Funds. Heather is a tenured employee that has worked in the Private Money Industry for over 15 years and held her series 63 license. She has been directly involved in the sale of over $75MM in Trust Deed Mortgages and raised over $10MM in Secured Investment Corps High Yield Equity Funds. Heather has had experience in assisting underwriting, managing the Cogo and Servicing team in addition to Investor Relations. Timestamps: 0:01 - Introduction: “Are you unsure about what a fund is and how it works?“ 0:40 - https://www.CarolinaHardMoney.com 1:09 - Wednesday with Wendy: https://calendly.com/wendysweet/wednesdays-with-wendy 1:51 - Today's guest: Heather Dreves, Director of Funding at Secured Investment Corp 3:15 - The Secured Investment Corp 4:00 - How Heather Dreves started in the real estate funding industry 6:57 - What is Reg A+ fund? 9:31 - What are the difference between the Reg A+ fund and other funds? 12:04 - Importance of credible fund managers 14:53 - Is Reg A+ fund open-ended? 16:21 - Connect with Heather Dreves - https://www.SecuredInvestmentCorp.com 17:37 - What is Compound Interest? 19:31 - Putting your money in a fund is a retirement account 24:08 - Do you offer appreciation benefits? Carolina Capital is a hard money lender serving the needs of the “Real Estate Investor” and the "Small Builder" borrower who is striving to build wealth and generate income for themselves and their families. We offer “hard money rehab loans” and "Ground-up Construction Loans" for investors only in NC, SC, GA, VA, and TN (some areas of FL, as well). As part of our business practices, we also serve as consultants for investors guiding them to network with other investors and educating them in locating and structuring transactions. Rarely, if ever, will you find a hard money lender willing to invest in your success like Carolina Capital Management. Listen to our Podcast: https://thealternativeinvestor.libsyn.com/ Visit our website: https://carolinahardmoney.com YouTube Channel: https://www.youtube.com/channel/UCYzCFOvEt2n9TchgECLwpww/ Facebook: https://www.facebook.com/CarolinaHardMoney/

What Types of Homes Are Selling NOW? - RE Investor Show - Hard Money for Real Estate Investors!

Passive Income, Active Wealth - Hard Money for Real Estate Investing

Play Episode Listen Later Sep 20, 2021 25:19

What Types of Homes Are Selling NOW? The style of homes most people want right now is not what it was a few years ago. It may seem that people are downsizing and moving to smaller homes. Although, when it comes to migration patterns, others are considering going out of the city limits and look for locations that can provide a “home office area”. Plus, we all know what short-term rentals are but have you heard about the “teeny-houses” and the “teeny-weeny-houses”? All these and more on Real Estate Investor Show - Hard Money for Real Estate Investors! Timestamps: 0:01 - Introduction: “Migration Patterns & Hot Selling Houses“ 0:36 - https://www.DealMaker2021.com 1:09 - https://www.CarolinaHardMoney.com 3:18 - Jonathan's Collective Genius Mastermind Event 8:13 - Breaking News 8:27 - Mortgage Applications Are Up 7% 9:59 - Fannie Mae & Freddie Mac Are Reducing their Portfolio 12:15 - Loans In Forbearance Are Down to 1.6 million from 5 million 14:27 - What Types of Homes Are Selling NOW? 20:41 - Carolina's new project: Senior Living Facility - Connect with: jonathan@carolinahardmoney.com 21:25 - Wednesday with Wendy: https://calendly.com/wendysweet/wednesdays-with-wendy 22:39 - Next Show: Passive Accredited Investor Show with Heather Dreves, Director of Funding at Secured Investment Corp - https://youtu.be/zeSEAMIjsHg Carolina Capital is a hard money lender serving the needs of the “Real Estate Investor” and the "Small Builder" borrower who is striving to build wealth and generate income for themselves and their families. We offer “hard money rehab loans” and "Ground-up Construction Loans" for investors only in NC, SC, GA, VA, and TN (some areas of FL, as well). As part of our business practices, we also serve as consultants for investors guiding them to network with other investors and educating them in locating and structuring transactions. Rarely, if ever, will you find a hard money lender willing to invest in your success like Carolina Capital Management. Listen to our Podcast: https://thealternativeinvestor.libsyn.com/ Visit our website: https://carolinahardmoney.com YouTube Channel: https://www.youtube.com/channel/UCYzCFOvEt2n9TchgECLwpww/ Facebook: https://www.facebook.com/CarolinaHardMoney/

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Episode 352 – Heather Dreves – Tipping The Scale to Success Through Residential Real Estate Investments

Casual Fridays REI

Play Episode Listen Later Sep 17, 2021 21:41

With us today is Heather Dreves, the Director of Funding at Secured Investment Corp and fund manager with, one of the fastest growing companies in the private money marketplace in the US, focusing on residential real estate investments. Heather is passionate about helping self-employed entrepreneurs and their families build wealth and succeed in their business … Continue reading Episode 352 – Heather Dreves – Tipping The Scale to Success Through Residential Real Estate Investments →

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DS207 | Funding Your Deals Made Easy | Heather Dreves

Dwellynn Show - Financial Freedom through Real Estate

Play Episode Listen Later Sep 16, 2021 24:42

I started with Secured Investment Corp in 2012 as an Investor Relations Manager. It was immediately realized that I could bring great value and strength to the Fund Management Team and I have been serving as the Director of Funding and as a Fund Manager ever since. I have been in the private money space for the past 15 years and previously held my Series 63 License. I have personally raised over $200 million dollars in my time with Secured Investment Corp. Since joining the leadership team, the company has experienced exponential growth. I have been instrumental in developing relationships with investors and guiding them through the private money lending process. I hold a seat as a Fund Manager and have led key areas of growth, even while the economy continues to experience challenges in certain market segments. Together, with other members of the Fund Management Team, I continue to focus on growth and serving clients with the highest level of excellence. Additionally, my analytical and creative skills have been key to continued record growth. I am a mother of two sons and an avid outdoor person spending most summer weekends at our lake cabin in Northern, Idaho. I am also is an avid CrossFit athlete and played college soccer where I met my husband of 26 years. I have a passion for what I do , my investors, and the success of the funds I manage. Learn How to Get Started in Real Estate? Go to [www.Dwellynn.com/mft](http://www.dwellynn.com/mft) **SUBSCRIBE and LEAVE US A REVIEW** on iTunes: [http://getpodcast.reviews/id/1256786108](http://getpodcast.reviews/id/1256786108) Get your free book: [www.audibletrial.com/dwellynn](http://www.audibletrial.com/dwellynn) **Contact: Heather Dreves** **Content mentioned: The Comic Habit** Follow Ola [[www.instagram.com/oladantis](http://www.instagram.com/oladantis)] @OlaDantis for all other social media Send me a DM when you follow so I can say hi! www.InvestWithOla.com

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Real Estate Investing with Heather Dreves

Money Savage

Play Episode Listen Later Sep 2, 2021 18:31

LifeBlood REI: We talked about real estate investing for people interested in fix and flipping as well as purely passive investing, the benefits of each, why it's important to focus and understand your local market, and how to get started with Heather Dreves, Director of Funding at Secured Investment Corp and Fund Manager. Listen to learn the available options to start earning passive income through real estate investing! For the Difference Making Tip, scan ahead to 15:50! You can learn more about Heather at SecuredInvestmentCorp.com and LinkedIn. You can learn more about the show at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, Pinterest, YouTube and Facebook or contact George at Contact@GeorgeGrombacher.com.

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Opportunity At Every Level w/ Heather Dreves

The Legacy Blueprint

Play Episode Listen Later Aug 25, 2021 25:01

With us today is Heather Dreves, the Director of Funding at Secured Investment Corp and fund manager with, one of the fastest growing companies in the private money marketplace in the US, focusing on residential real estate investments. Heather is passionate about helping self-employed entrepreneurs and their families build wealth and succeed in their business ventures and helping investors deploy capital that is looking for a high yielding passive investment backed by residential real estate. She has seen real estate investors succeed and fail and is committed to tipping the scale to the side of success for everyone she can. In this episode they discuss… The process behind Heather transitioning her team into focusing a lot of effort on fund management The power of being able to pivot when needed. Her real estate education series was forced to pivot from in-person a few times a year to now being completely virtual and hosting them 4 times a week and making more money than ever Different types of funds Secured Investment Corp handles and recommends for people asking for advice How Heather's able to organically find investors through referrals, events, and different marketing content pieces The future opportunities Heather sees opening up as Secured Investment Corp continues to grow Mistakes you make early on in entrepreneurial careers where you think you can handle everything yourself instead of hiring out positions Teaching her children to be financially free and teaching them to take chances for multiple streams of income To contact Heather or get in touch her team, you can head to their website to find tons of great info... https://securedinvestmentcorp.com/ Subscribe To My YouTube! https://joeevangelisti.com/youtube Free Coaching Discovery Call https://legacybuilder.coach Facebook Pages https://www.facebook.com/jevangelisti https://www.facebook.com/joeevangelistidotcom Instagram https://instagram.com/joeevangelistidotcom LinkedIn https://www.linkedin.com/in/jevangelisti The Legacy Blueprint Podcast https://podcasts.apple.com/us/podcast/the-legacy-blueprint/id959740605 Interested in any of my Real Estate Products? Make sure to head here: https://joeevangelisti.com/shop/

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Education is a Tool for Success, with Heather Dreves

Real Estate Risk Report

Play Episode Listen Later Aug 4, 2021 49:57

Heather Dreves of Secured Investment Corp, joins Lance to discuss how she climbed the ranks in the RE industry. From Loan officer to director of funding and servicing, Heather has found her stride in educating others on just how rewarding real estate investing can be. Secured investment Corp specializes in residential fix and flip lending and have been able to gain momentum in their business during the pandemic. Heather and Lance dive into how their firm has remained relevant throughout uncertain times.

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Real Estate Alternative Investing - Heather Dreves #5215

Financial Survival Network

Play Episode Listen Later Jul 28, 2021 17:21

Heather Dreves is the Director of Funding at Secured Investment Corp and a fund manager that oversees the management of the Secured Investment High Yield Fund II LLC and the Circle of Wealth Fund III LLC,Secured Investment Corp is one of the fastest growing real estate lenders and fund managers in the US. Secured Investment Corp has created two private equity funds to fill the void left by uncooperative traditional funding sources. Investors have the potential to earn double-digit returns based on past performance. By connecting real estate investors who needed non-traditional funding with passive investors who were ready to earn higher returns on their investments, Secured Investment Corp created an opportunity to benefit both sides. Risks are held extremely low, by limiting loan-to-value ratios to 70 percent of property value. Their market are developers, rehabbers and flippers among others. But requiring a high level of skin in the game, Secured has seen default levels of less than 2 percent annually, with very minimal loan losses. Passive investors get higher returns and real estate investors get quick, competitive loans to use to purchase and rehab those properties that traditional lenders will not touch. Heather enjoys lending money to self-employed entrepreneurs and their families. Watching people succeed in their business motivates her, and that's why she and her lending team focus on transparency, mentorship, and making sure their people make their money back. She learned early on that focusing on the bottom line was not enough to sustain a business, and after foreclosures and property taxes caught up with many of her clients, she decided to change her approach. Now, seminars, classes, and success and accountability programs are all ways Heather and Secured Investment Corp are ensuring that their clients earn all their money back (and then some).

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Real Estate Alternative Investing - Heather Dreves #5215

Financial Survival Network

Play Episode Listen Later Jul 28, 2021 17:21

Heather Dreves is the Director of Funding at Secured Investment Corp and a fund manager that oversees the management of the Secured Investment High Yield Fund II LLC and the Circle of Wealth Fund III LLC,Secured Investment Corp is one of the fastest growing real estate lenders and fund managers in the US. Secured Investment Corp has created two private equity funds to fill the void left by uncooperative traditional funding sources. Investors have the potential to earn double-digit returns based on past performance. By connecting real estate investors who needed non-traditional funding with passive investors who were ready to earn higher returns on their investments, Secured Investment Corp created an opportunity to benefit both sides. Risks are held extremely low, by limiting loan-to-value ratios to 70 percent of property value. Their market are developers, rehabbers and flippers among others. But requiring a high level of skin in the game, Secured has seen default levels of less than 2 percent annually, with very minimal loan losses. Passive investors get higher returns and real estate investors get quick, competitive loans to use to purchase and rehab those properties that traditional lenders will not touch. Heather enjoys lending money to self-employed entrepreneurs and their families. Watching people succeed in their business motivates her, and that's why she and her lending team focus on transparency, mentorship, and making sure their people make their money back. She learned early on that focusing on the bottom line was not enough to sustain a business, and after foreclosures and property taxes caught up with many of her clients, she decided to change her approach. Now, seminars, classes, and success and accountability programs are all ways Heather and Secured Investment Corp are ensuring that their clients earn all their money back (and then some).

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#183: Invest In Real Estate Without Traditional Lending

Kyle Malnati's Calibrate Real Estate

Play Episode Listen Later Jul 2, 2021 39:50

As REALTORS, we know how life changing investing in real estate can be but without a traditional salary, many brokers are left on the sidelines watching their clients achieve their financial dreams. Heather Dreves, Director of Funding at Secured Investment Corp, saw this gap in the industry and knew there had to be a solution. With the goal of helping regular people get on the path of real estate investing, Heather teaches her clients how to use their 401K now to buy and rehab properties using private lending, like Secured Investment Corp and she joins the Calibrate Real Estate Podcast this week to share her best tips. Secured Investment Corp is one of the fastest growing real estate lenders and fund managers in the US. Private lenders like Secured Investment Corp allow investors to diversify beyond the stock market, the loans are much quicker to close than traditional banks, they lend based on the “after repair value” of the property, and they don't penalize people if they pay off the loan early. Tune into this fascinating episode of the Calibrate Real Estate Podcast to learn more whether you're just starting out or are an experienced investor. Connect with Heather The Lee Arnold System Investment Opportunities with Secured Investment Corp We believe Leaders are READERS, below are a few of our favorite leadership books: Entreleadership – 20 years of practical business wisdom, Dave Ramsey The Ideal Team Player – How to recognize and cultivate three ideal traits in your team, Patrick Lencioni Business Boutique– A woman's guide for making money and doing what she loves, Christy Wright Our 3 Most Recent Episodes: EP #181: The Dividens of Generosity Glen was only a year into his real estate career when he became a caregiver for his mother, whose complications from Parkinson's disease abruptly worsened in 2017. Moving her into the two-bedroom condo he shared with his wife was both disrupting and eye-opening. He doubled down on working with first-time buyers as the market opened up after COVID-19 shutdowns, boosting his sales volume by 50% in 2020 over the year before. EP #180: Mindset Shifts for Brokers: Your “HOW” Matters f you've done any reading in the business space, you've heard the famous phrase “know your why”. This advice is stemmed in the idea that your “why” you do you work is foundational and brings true alignment. But if that were all you needed to be a successful entrepreneur, everyone would do it. In order to be successful in business you have to be oriented toward taking action. EP #179: The Best of 2021, So Far With the goal of empowering, encouraging, and educating real estate professionals – we've interviewed a lot of proven winners so far in 2021. And we couldn't pick a favorite guest if we tried! So instead, we compiled highlights from 5 of our most downloaded episodes this year – the ones that inspired us, provided tactical advice (some of which we have already started using ourselves!), and pushed us to expand the boarders of our business. Trust us, you'll want to give another listen to these leaders! Written & Produced by Anne Russell Hosted by Kyle Malnati Calibrate Real Estate 2425 S. Colorado Blvd #250, Denver, CO 80222 http://www.CalibrateRE.com Share this:

Invest in Real Estate Without the Real Estate Hassle with Heather Dreves | 494

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Play Episode Listen Later Apr 9, 2021 23:00

Looking to invest safely for passive returns? Is it good to lend money in funding your deals? One way to get your money rolling is to partner with others in real estate without your own effort. People can enjoy the benefits of a comfortable lifestyle without having to work. Today, Heather Dreves joins the show to discuss why it's a smart idea to invest in real estate and their extensive expertise in finance and investment management. Learnings From This Episode: Heather's Background and How She Started Working With Secured Investment Corp.What Made Secured Investment Corp an Interesting Company and What They Do for People How They Work in Diversifying Investors' Real Estate PortfolioBenefits of Lending Money to Fund Real Estate DealsTypes of Funds Available from Secured Investment Corp.Rolling Accounts with Self-Directed IRAsThe Value of Having Two AssetsAdvantages of a 12-Month Tie Up Period Resources: Website: https://securedinvestmentcorp.comTo Access Fund Info Pack: https://securedinvestmentcorp.com/heather Chris Miles, the "Anti-Financial Advisor," is a leading authority on how to quickly free up and create cash flow for thousands of his clients, entrepreneurs, and others internationally! He's an author, speaker, and radio host that has been featured in US News, CNN Money, Bankrate, Entrepreneur on Fire, and spoken to thousands getting them fast financial results. http://moneyripples.com/https://www.facebook.com/moneyrippleshttps://www.youtube.com/channel/UCJS6bPY8sm53pkjiCSuBKMA

494 - Invest in Real Estate Without the Real Estate Hassle with Heather Dreves

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Play Episode Listen Later Apr 9, 2021 23:00

Looking to invest safely for passive returns? Is it good to lend money in funding your deals? One way to get your money rolling is to partner with others in real estate without your own effort. People can enjoy the benefits of a comfortable lifestyle without having to work. Today, Heather Dreves joins the show to discuss why it's a smart idea to invest in real estate and their extensive expertise in finance and investment management. Learnings From This Episode: Heather's Background and How She Started Working With Secured Investment Corp.What Made Secured Investment Corp an Interesting Company and What They Do for People How They Work in Diversifying Investors' Real Estate PortfolioBenefits of Lending Money to Fund Real Estate DealsTypes of Funds Available from Secured Investment Corp.Rolling Accounts with Self-Directed IRAsThe Value of Having Two AssetsAdvantages of a 12-Month Tie Up Period Resources: Website: https://securedinvestmentcorp.comTo Access Fund Info Pack: https://securedinvestmentcorp.com/heather Chris Miles, the "Anti-Financial Advisor," is a leading authority on how to quickly free up and create cash flow for thousands of his clients, entrepreneurs, and others internationally! He's an author, speaker, and radio host that has been featured in US News, CNN Money, Bankrate, Entrepreneur on Fire, and spoken to thousands getting them fast financial results. http://moneyripples.com/https://www.facebook.com/moneyrippleshttps://www.youtube.com/channel/UCJS6bPY8sm53pkjiCSuBKMA

Impact Investing: What Is The Cogo Capital Credit Box?

Real Estate Investing Live

Play Episode Listen Later Dec 19, 2019 25:08

This Impact Investments Podcast breaks down that earning double-digit returns from passive real estate investments has been traditionally reserved for accredited or high-net-worth investors, but...The first part of every successful fix and flip is finding the right real estate property. That’s why we’ve created this easy, 5-point guide to help you find the “sweet spot” deal, which can give you the best chance at making money in real estate while safeguarding your investment.At Cogo Capital we are only interested in funding projects that will give you the best opportunity at realizing success. Therefore our criteria are centered around 5-points...When the search for yield and community impact collide. We sit down to talk markets, real estate, and investing for both financial freedom as well as improving the infrastructure in which we live. Interviews with industry professionals on topics that are relevant to the current economic environment. A fast-casual, informal, fun podcast to get what you need to know - when you need to know it. Keep up with the economic trends through market updates with our funding managers, Heather Dreves and Erik Bergman.IMPACT INVESTMENTS PODCAST SEASON #1, EPISODE #8: MINUTE MARKERS0:51 – Market Update - markets continue to edge upward. Increased optimism. Jobs up, Trade is optimistic.4:20 – Banks and lenders are seeing high demand....and meeting that demand.4:45 – Targeting first-time home buyers.6:58 – What is our 'credit box'? Not just for real estate investing students. 6:45 – Credit Box breakdown...what we look for in a real estate investment.7:25 – FHA Loan limits - click HERE: https://entp.hud.gov/idapp/htmlhicostlook.cfm8:00 – “The Sweet Spot” - Cogo Capital Criteria9:05 – Sale Price: At or below the FHA Cap.10:37 – Property Types: One to four units and 2,800 square feet.13:00 – Property Features: No more than 5 bedrooms and 3 baths.13:47 – Property Size: Less than 1/2 acre.22:03 – How To Contact Us And Invest In The Fund!Check out The Lee Arnold System of Real Estate Investing YouTube Channel: https://www.youtube.com/c/leearnold CHECK US OUT – INVESTING MADE SIMPLE: https://fundingtour.com/youtubeSECURED INVESTMENT CORP: https://securedinvestmentcorp.com/COGO CAPITAL: https://cogocapital.comSupport the show (http://securedinvestmentcorp.com/impact-investments-podcast/)

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148: Funding for Everyone

Play Episode Listen Later Oct 29, 2019 30:41

In today’s episode, CEO Lee Arnold joins Brian to talk about various aspects of funding and lending. With his company Secured Investment Corp, Lee shares the different ways they are helping investors get the money they need to acquire real estate assets. He discusses the importance of finding a good deal, as well as some of the qualifications they consider when lending to investors. Key Takeaways: [1:20] Lee is the CEO of Secured Investment Corp, a full-service real estate educator, funder, financer, and money manager. Their main business is helping investors get the funding they need to acquire real estate assets. [3:30] Lee shares some tips for real estate investors to get funding. Don’t go out and get pre-qualified; in the investment world, lenders are concerned with security, risk, and how they are going to get their money back (entrance and exit strategy). [5:45] Lee shares a specific example to illustrate two different approaches to asking for money. If investors spend their time finding quality deals, funding will be readily available when they find them. [7:30] Lee shares his argument against the idea that private lending is a relationship business. Initially, it is 100% an opportunity business. Once you have an opportunity, then you can form the relationship. [9:15] Brian and Lee discuss the qualifications that lenders look for when an investor approaches them, including experience and how that affects loan to value, and risk. [11:50] If you have no money and no experience, cross-collateralization and partner equity are two creative options to get in the game. Partner equity is more about partner experience than money and could end up getting you more funding. [16:20] In addition to experience, another qualification is credit. It’s less about actual credit and more about what past performance would indicate about future performance in a deal. [18:30] There’s more money flooding the marketplace right now than ever before. Investors are having more trouble finding deals than finding the money. Lee talks about some of the implications of the current market conditions and lending. [21:55] If you’re an investor with a great deal, lenders will compete to give you money. This gives you as an investor/borrower the leverage to negotiate on terms, interest fees, points, etc. The borrower should feel empowered! [24:00] At their tuition-paid training events, attendees are taken into that market to demonstrate what would be good deals. Lee suggests single-family homes as the best place to start and focus on. [28:15] Amass as much cash as you can and be ready for the market correction when it hits full force, so you can still acquire assets at a premium price. Mentioned in This Episode: Secured Investment Corp Nationwide Funding Tour Submit a Deal Meetings Daily REIA Show REI Facebook Page Brian’s Book

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The ‘Circle of Wealth Fund III’, Market Update & Our Impact Investments In The Inland Northwest

Play Episode Listen Later Oct 28, 2019 28:09

This Impact Investments Podcast breaks down that earning double-digit returns from passive real estate investments has been traditionally reserved for accredited or high-net-worth investors...but...NOW, YOU HAVE THAT SAME OPPORTUNITY!Circle of Wealth Fund III, LLC ("The Fund") was formed for the purpose of providing participating investors with similar benefits that are offered to accredited investors through the Secured Investment High Yield Fund II — a real estate focused investment opportunity through private money notes and carefully chosen real estate projects. The Fund is managed Secured Investment Corp (“SIC” or the “Fund Manager”), a company that specializes in the origination of real estate notes for investors, real estate fund management, loan servicing, and the education of real estate investors. The Fund is managed by three highly experienced real estate and finance professionals with a combined 50-plus years of experience in real estate.When the search for yield and community impact collide. We sit down to talk markets, real estate, and investing for both financial freedom as well as improving the infrastructure in which we live. Interviews with industry professionals on topics that are relevant to the current economic environment. A fast-casual, informal, fun podcast to get what you need to know - when you need to know it. Keep up with the economic trends through market updates with our funding managers, Heather Dreves and Erik Bergman.IMPACT INVESTMENTS PODCAST SEASON #1, EPISODE #7: MINUTE MARKERS1:34 – BREAKING NEWS: Secured Investment Corp ‘Circle of Wealth Fund III’ is NOW OPEN and available for contributions.1:59 – Fund III: Not an accredited investor? We have your back! Simple investing for the rest of us.2:16 – Current events – a lot of instability in equity markets: Proactive versus static management style.4:00 – Market update – a higher likelihood of markets falling. 6:45 – Our current market in our area – we are buying real estate assets as the Northwest market is still hot.8:10 – Circle of Wealth Fund III – a Regulation A+ Fund: What is it?!9:05 – “Where does the regular investor put their money to have some sort of comfort to achieve their goals?!”10:01 – Secured Investment Corp’s history in Private Equity Funds.10:56 – Circle of Wealth Fund III – the breakdown for EVERYONE with $1,000 investment.13:18 – Why get involved in a private equity fund.16:05 – What Are Our Historical Returns?17:22 – How is income produced in The Circle Of Wealth Fund III.21:27 – The Properties That We Buy In The Inland Pacific Northwest.26:09 – How To Contact Us And Invest In The Fund!Check out The Lee Arnold System of Real Estate Investing YouTube Channel: https://www.youtube.com/c/leearnold CHECK US OUT – INVESTING MADE SIMPLE:SECURED INVESTMENT CORP: https://home.securedinvestmentcorp.com/COGO CAPITAL: https://cogocapital.comTHE LEE ARNOLD SYSTEM OF REAL ESTATE INVESTING: https://leearnoldsystem.comATTEND THE NATIONWIDE FUNDING TOUR: https://fundingtour.comSupport the show (http://securedinvestmentcorp.com/impact-investments-podcast/)

Secured Investment Corp’s ‘Circle of Wealth Fund III’, Market Update & Getting Started With A Self-Directed IRA

Play Episode Listen Later Sep 19, 2019 30:20

#BREAKING: This Impact Investments Podcast breaks down that earning double-digit returns from passive real estate investments has been traditionally reserved for accredited or high-net-worth investors...but...NOW, YOU HAVE THAT SAME OPPORTUNITY!Circle of Wealth Fund III, LLC ("The Fund") was formed for the purpose of providing participating investors with similar benefits that are offered to accredited investors through the Secured Investment High Yield Fund II — a real estate focused investment opportunity through private money notes and carefully chosen real estate projects. The Fund is managed Secured Investment Corp (“SIC” or the “Fund Manager”), a company that specializes in the origination of real estate notes for investors, real estate fund management, loan servicing, and the education of real estate investors. The Fund is managed by three highly experienced real estate and finance professionals with a combined 50-plus years of experience in real estate.When the search for yield and community impact collide. We sit down to talk markets, real estate, and investing for both financial freedom as well as improving the infrastructure in which we live. Interviews with industry professionals on topics that are relevant to the current economic environment. A fast-casual, informal, fun podcast to get what you need to know - when you need to know it. Keep up with the economic trends through market updates with our funding managers, Heather Dreves and Erik Bergman.IMPACT INVESTMENTS PODCAST SEASON #1, EPISODE #6: MINUTE MARKERS0:46 – BREAKING NEWS: Secured Investment Corp ‘Circle of Wealth Fund III’ is NOW OPEN and available for contributions.1:15 – Fund III: Not an accredited investor? We have your back! Simple investing for the rest of us.3:30 – Current events and Circle of Wealth Fund III – real estate investments in abundance.4:00 – Market update – a BRIEF update. Everybody still hovering around the 20% gain. 4:45 – Accredited versus non-accredited investors.5:19 – Fund II is still rolling along – but for accredited investors only.5:37 – Circle of Wealth Fund III – a Regulation A+ Fund: What is it?!8:45 – Top 7 Reasons to Invest in a Private Equity Fund.14:29 – Guest: Diana Hoff - Business & Marketing Coordinator of Mountain West IRA Inc.15:30 – The Self-Directed IRA Investment Process.26:59 – Getting started with a Self-Directed IRA, how to contact Mountain West IRA.29:00 – Getting started with The Circle Of Wealth Fund III: Enter The Circle of Wealth!Check out The Lee Arnold System of Real Estate Investing YouTube Channel: https://www.youtube.com/c/leearnold CHECK US OUT – INVESTING MADE SIMPLE:SECURED INVESTMENT CORP: https://home.securedinvestmentcorp.com/COGO CAPITAL: https://cogocapital.comTHE LEE ARNOLD SYSTEM OF REAL ESTATE INVESTING: https://leearnoldsystem.comATTEND THE NATIONWIDE FUNDING TOUR: https://fundingtour.comSupport the show (http://securedinvestmentcorp.com/impact-investments-podcast/)

BREAKING: Stock Market Dips, Market Update & Q2 Fund Earnings

Play Episode Listen Later Aug 14, 2019 27:27

#BREAKING UPDATE: This Impact Investments Podcast begins with a discussion on the August 14th, 2019 stock market decline. Was this just a bad day at the markets, or an indicator of a possible shift in the market? Our Investor Relations Specialist Erik Bergman breaks down the current events and what it could mean for investors.Secured Investment Corp Director of Funding Heather Dreves follows up with the latest on Quarter 2 Secured Investment High Yield Fund II earnings.When the search for yield and community impact collide. We sit down to talk markets, real estate, and investing for both financial freedom as well as improving the infrastructure in which we live. Interviews with industry professionals on topics that are relevant to the current economic environment. A fast-casual, informal, fun podcast to get what you need to know - when you need to know it. Keep up with the economic trends through market updates with our funding managers, Heather Dreves and Erik Bergman.IMPACT INVESTMENTS PODCAST SEASON #1, EPISODE #5: MINUTE MARKERS1:56 – BREAKING NEWS: The August 14th, 2019 stock market decline. What is unfolding?2:40 – Market moving on two things: China tariffs and interest rates.3:29 – The China Trade Deal – Hong Kong and the Trump Administration.4:00 – VIX: The Volatility Index…a “fear gauge?” 5:37 – The good news – not a lot of loss in OUR market. SIC’s alternatives to investing.6:28 – The Global Economy…is it moving away from risk assets?6:56 – “Take some risk off the table and invest in our funds.”8:39 – Three major asset classes: Stocks, bonds and real estate.9:32 – Interest rates and the alternative investment.14:54 – Secured Investment High Yield Fund II Quarter 2 results.19:21 – Available Secured Investment Corp notes and deeds.Check out The Lee Arnold System of Real Estate Investing YouTube Channel: https://www.youtube.com/c/leearnoldCHECK US OUT – INVESTING MADE SIMPLE:SECURED INVESTMENT CORP: https://home.securedinvestmentcorp.com/COGO CAPITAL: https://cogocapital.comTHE LEE ARNOLD SYSTEM OF REAL ESTATE INVESTING: https://leearnoldsystem.comATTEND THE NATIONWIDE FUNDING TOUR: https://fundingtour.comSupport the show (http://securedinvestmentcorp.com/impact-investments-podcast/)

Boost Your Retirement Income

Play Episode Listen Later Jul 24, 2019 29:01

When the search for yield and community impact collide. We sit down to talk markets, real estate, and investing for both financial freedom as well as improving the infrastructure in which we live. Interviews with industry professionals on topics that are relevant to the current economic environment. A fast-casual, informal, fun podcast to get what you need to know - when you need to know it. Keep up with the economic trends through market updates with our funding managers, Heather Dreves and Erik Bergman.IMPACT INVESTMENTS PODCAST SEASON #1, EPISODE #4: MINUTE MARKERS0:25 – “Getting your wheels rolling with retirement.”2:22 – At what age are people retiring today?4:25 – How much in assets does one need to retire?6:25 – Savings versus healthcare costs.8:00 – Sitting down to planning the spend and save.8:40 – “Taking a little more ownership” – the self-directed IRA.10:00 – “Our last dollar – our last day”.11:08 – Finding a yield that fits what you are trying to do.12:25 – Opportunities in real estate investing – first-lien notes.15:55 – Having the intel about the borrower and origination of the note.19:47 – Available Secured Investment Corp notes and deeds.Check out The Lee Arnold System of Real Estate Investing YouTube Channel: https://www.youtube.com/c/leearnold CHECK US OUT – INVESTING MADE SIMPLE:SECURED INVESTMENT CORP: https://home.securedinvestmentcorp.com/COGO CAPITAL: https://cogocapital.comTHE LEE ARNOLD SYSTEM OF REAL ESTATE INVESTING: https://leearnoldsystem.comATTEND THE NATIONWIDE FUNDING TOUR: https://fundingtour.comSupport the show (http://securedinvestmentcorp.com/impact-investments-podcast/)

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Diversifying Your Portfolio With Real Estate Assets

Play Episode Listen Later Jul 10, 2019 33:24

Impact Investments Podcast | Season 1, Episode 2: Market Overview, Diversifying your portfolio with real estate assetsWhen the search for yield and community impact collide. We sit down to talk markets, real estate, and investing for both financial freedom as well as improving the infrastructure in which we live. Interviews with industry professionals on topics that are relevant to the current economic environment. A fast-casual, informal, fun podcast to get what you need to know - when you need to know it. Keep up with the economic trends through market updates with our funding managers, Heather Dreves and Erik Bergman.IMPACT INVESTMENTS PODCAST SEASON #1, EPISODE #3: MINUTE MARKERS1:16 – Diversifying your portfolio with real estate assets.1:52 – Market overview. Still doing quite well.3:29 – Still a huge need for homeownership out there.5:14 – The Lee Arnold System of Real Estate Investing and the first-time homebuyer.5:59 – Investing in hard assets in an active market.9:30 – Real estate: multiple income streams.11:20 – The millionaire next door.13:16 – The lingering recessionary period and the “buy-and-hold” strategy.21:10 – What are your liquidity needs?23:50 – The “Home Shopping Network” for REI and notes.24:09 – Available Secured Investment Corp notes and deeds.Check out The Lee Arnold System of Real Estate Investing YouTube Channel: https://www.youtube.com/c/leearnold CHECK US OUT – INVESTING MADE SIMPLE:SECURED INVESTMENT CORP: https://home.securedinvestmentcorp.com/COGO CAPITAL: https://cogocapital.comTHE LEE ARNOLD SYSTEM OF REAL ESTATE INVESTING: https://leearnoldsystem.comATTEND THE NATIONWIDE FUNDING TOUR: https://fundingtour.comSupport the show (http://securedinvestmentcorp.com/impact-investments-podcast/)

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Market Overview, Self-Directed IRA’s and Quarter One Performance

Play Episode Listen Later Jun 10, 2019 26:24

When the search for yield and community impact collide. We sit down to talk markets, real estate, and investing for both financial freedom as well as improving the infrastructure in which we live. Interviews with industry professionals on topics that are relevant to the current economic environment. A fast casual, informal, fun podcast to get what you need to know - when you need to know it. Keep up with the economic trends through market updates with our funding managers, Heather Dreves and Erik Bergman.IMPACT INVESTMENTS PODCAST SEASON #1, EPISODE #1: MINUTE MARKERS0:11 – Who are we? Heather Dreves & Erik Bergman of Secured Investment Corp.2:39 – Market overview. The successful “Impossible” burger!3:10 – Signs of an overheating market.3:53 – Some will climb, others may fall…but buckle up for a bumpy ride.4:45 – Tariffs and trade war – adding to the volatility?5:00 – Quarter One upside.5:23 – Economic advice and current events – move some assets around.6:14 – The real estate market: So what’s the latest?11:23 – Self-directed IRA’s and their advantages no matter what market.14:30 – Diversification of your assets – “don’t put all your eggs in one basket!”17:25 – Quarter One performance results with Secured Investment Corp High-Yield Funds.Check out The Lee Arnold System of Real Estate Investing YouTube Channel: https://www.youtube.com/c/leearnold CHECK US OUT – INVESTING MADE SIMPLE:SECURED INVESTMENT CORP: https://home.securedinvestmentcorp.com/COGO CAPITAL: https://cogocapital.comTHE LEE ARNOLD SYSTEM OF REAL ESTATE INVESTING: https://leearnoldsystem.comATTEND THE NATIONWIDE FUNDING TOUR: https://fundingtour.comSupport the show (http://securedinvestmentcorp.com/impact-investments-podcast/)

Private Money Brokering: Multiple Streams of Real Estate Investment Income with Gary Myers - Part 2

Play Episode Listen Later May 26, 2019 24:52

A private money broker is an intermediary who brings non-owner occupied real estate investor borrowers and private money lenders together. The broker’s essential function is to gather paperwork from these borrowers and oversee the loan and packaging process for submission to the lender for underwriting, approval, and funding. Upon closing, the private money broker receives an origination fee as compensation for the services provided.There are people all over the country begging for returns on their money higher than the paltry amount paid by banks for CDs and other deposits. They want to lend to smart real estate investors but don’t know how to find them.Brokers don’t need sales pitches because there are so many people in the marketplace looking for funding right now. There is no overhead, no receivables, no refunds, and no losses. This is a service that is well-accepted and revered by borrowers as well as lenders.Cogo Capital’s Vice President of Broker Development Gary Myers CONTINUES to break it all down in Part 2 of this podcast - on how YOU can become one.COGOCAST PODCAST SEASON #1, EPISODE #5: MINUTE MARKERS1:28 – Why brokering for your real estate investing business?2:22 – “Brokering is another tool in the toolbelt.”3:08 – Nate Marshall, Alvin Sun: Successful broker examples.5:04 – Why get broker certified with the Lee Arnold System of Real Estate Investing6:19 – “Without leads, you have no sales…without sales…”7:15 – Working towards “reputational capital.”11:17 – Lee Arnold System & Cogo Capital…we walk you through it!12:50 – Where to start…The Nationwide Funding Tour, then Certification, and the Masters.13:56 – Master Independent Private Money Broker – Hands-on training.18:04 – Getting paid three ways on the same deal with Private Money Brokering. 21:02 – Partnering up: The Joint Venture Deal22:00 – How to qualify for 100% financing on your broker deal.23:37 – Preview of our next podcast….and a bonus blooper.Check out The Lee Arnold System of Real Estate Investing YouTube Channel: https://www.youtube.com/c/leearnoldCHECK US OUT – INVESTING MADE SIMPLE:SECURED INVESTMENT CORP: https://securedinvestmentcorp.com/COGO CAPITAL: https://cogocapital.comTHE LEE ARNOLD SYSTEM OF REAL ESTATE INVESTING: https://leearnoldsystem.comATTEND THE NATIONWIDE FUNDING TOUR: https://fundingtour.com Support the show (https://cogocapital.com/lp/cogocast/)

Real Estate Investment Private Equity Funds, Notes and Deeds with Heather Dreves

Play Episode Listen Later May 12, 2019 31:26

The highest profits in real estate are earned by investors who are willing and able to find diamonds in the rough and turn them into livable homes. The problem is that banks do not recognize the potential these properties possess. They will not lend on anything other than move-in-ready homes.Secured Investment Corp has created two private equity funds to fill the void left by uncooperative traditional funding sources. Investors have the potential to earn double-digit returns based on past performance. They started out by connecting real estate investors who needed non-traditional funding with passive investors who were ready to earn higher returns on their investments.THE RESULT: Passive investors get higher returns and real estate investors get quick, competitive loans to use to purchase and rehab those properties that traditional lenders will not touch.Secured Investment Corp Director of Funding and Impact Investments Podcast host Heather Dreves dropped by the booth to explain how the benefits outweigh the risks.COGOCAST PODCAST SEASON #1, EPISODE #6: MINUTE MARKERS2:05 – Heather Dreves background: “Fell into private money and real estate investing.” 3:51 – Notes, Trust Deeds, and deploying capital.7:46 – An unexpected guest: Erik Bergman crashes the podcast.8:42 – Real Estate Investing. Is it so risky, or do the advantages outweigh the risk?9:45 – Stocks versus hard assets.11:59 – Check out the Impact Investments Podcast!13:48 – Private Money returns! Real Estate Equity Funds: Breaking it down.17:29 – Double-digit returns from the funds.20:13 – Pitfalls and risks.26:50 – Did we tell you about the Impact Investments Podcast – more of what they discuss.30:05 – A SPECIAL EVENT on May 16th: The Impact Investment Forum in Spokane, Washington. Get YOUR invite!30:56 – Preview of our next podcast.Check out The Lee Arnold System of Real Estate Investing YouTube Channel: https://www.youtube.com/c/leearnold CHECK US OUT – INVESTING MADE SIMPLE:SECURED INVESTMENT CORP: https://securedinvestmentcorp.com/COGO CAPITAL: https://cogocapital.comTHE LEE ARNOLD SYSTEM OF REAL ESTATE INVESTING: https://leearnoldsystem.comATTEND THE NATIONWIDE FUNDING TOUR: https://fundingtour.comSupport the show (https://cogocapital.com/lp/cogocast/)

Private Money Brokering: Multiple Streams of Real Estate Investment Income with Gary Myers

Play Episode Listen Later Apr 28, 2019 28:25

A private money broker is an intermediary who brings non-owner occupied real estate investor borrowers and private money lenders together. The broker’s essential function is to gather paperwork from these borrowers and oversee the loan and packaging process for submission to the lender for underwriting, approval, and funding. Upon closing, the private money broker receives an origination fee as compensation for the services provided.There are people all over the country begging for returns on their money higher than the paltry amount paid by banks for CDs and other deposits. They want to lend to smart real estate investors but don’t know how to find them.Brokers don’t need sales pitches because there are so many people in the marketplace looking for funding right now. There is no overhead, no receivables, no refunds, and no losses. This is a service that is well-accepted and revered by borrowers as well as lenders.Cogo Capital's Vice President of Broker Development Gary Myers breaks it all down.COGOCAST PODCAST SEASON #1, EPISODE #4: MINUTE MARKERS1:31 – Gary Myers: From U.S. Army Combat Medic to VP in Brokering.3:18 – Working with Lee Arnold…at a grocery store!5:13 – A competitive edge, getting into real estate investing.6:58 – Tuition paid seat to a Funding Tour…and then it begins.7:31 – Becoming a mentor with The Lee Arnold System of Real Estate Investing.8:51 – Why begin with the Funding Tour: “Many ways to skin a cat.”9:07 – “Matching the market” Market corrections, shifts, and strategy.10:02 – Brokering – ways to make money through a recession-proof strategy.10:44 – OPM – Brokering “Other People’s Money.”12:31 – Following the system – the challenges and due diligence.13:46 – Broker breakdown: Matching the money with the deal.14:50 – Vetting the deal. Is every deal going to make sense?17:45 – Get certified! Learn to broker private money.20:10 – Marketing on social media. Generating the lead.21:35 – Overcoming the fear: Why get certified and then become a Master Independent Private Money Broker.26:41 – Preview of next podcast - Private Money Brokering Part 2.Check out The Lee Arnold System of Real Estate Investing YouTube Channel: https://www.youtube.com/c/leearnoldCHECK US OUT – INVESTING MADE SIMPLE:SECURED INVESTMENT CORP: https://securedinvestmentcorp.com/COGO CAPITAL: https://cogocapital.comTHE LEE ARNOLD SYSTEM OF REAL ESTATE INVESTING: https://leearnoldsystem.comATTEND THE NATIONWIDE FUNDING TOUR: https://fundingtour.com Support the show (https://cogocapital.com/lp/cogocast/)

How We Analyze Real Estate Investing Deals at Cogo Capital & Price Them

Play Episode Listen Later Apr 18, 2019 76:21

As a full-service Private Money lender for real estate investors, Cogo Capital does most of the leg-work for you, while you build up your real estate portfolio and cash-flow all your deals.Whether it’s for wholesale, rehab, or buy and hold for long-term cash investment deals, Cogo Capital delivers fast and easy access to Private Money. We’re an equity-based lender which means we care more about the property’s merits and don’t focus on poor credit or some of the other factors conventional lenders use to rate the risk. In this podcast, Chief Financial Officer of Cogo Capital – Jaclyn Olsen peels back the layers and breaks down the perfect loan. Tune in as she covers real-world deals and shows you how to use online tools to figure out the value and your max allowable offer. COGOCAST PODCAST SEASON #1, EPISODE #3: MINUTE MARKERS4:12 – About Cogo Capital Chief Financial Officer – Jaclyn Olsen.8:52 – New U.S. states Cogo Capital now lends in. (AZ, OR, ID)10:06 – Concerns: Number 1 “When Cogo won’t fund my deal?”12:48 – Cogo Capital’s Maximum Allowable Offer Calculator.13:57 – Going over our loan programs/case studies.22:00 – Using Zillow to analyze your real estate investment.24:10 – How to use Cogo Capital’s Maximum Allowable Offer Calculator.28:53 – Breaking down your Cogo Capital loan quote.1:06:18 – Continuing to use Zillow as a tool to vet your deal.1:09:06 – Concerns: Number 2 “I was taught I could get 100% financing, Why do I have to bring so much cash to closing?”1:11:55 – Get experience: Claim your tickets to the Nationwide Funding Tour!1:13:29 – Have a deal? Submit it today! https://www.cogocapital.com/FundMyRehabCheck out The Lee Arnold System of Real Estate Investing YouTube Channel: https://www.youtube.com/c/leearnoldCHECK US OUT – INVESTING MADE SIMPLE:SECURED INVESTMENT CORP: https://securedinvestmentcorp.com/COGO CAPITAL: https://cogocapital.comTHE LEE ARNOLD SYSTEM OF REAL ESTATE INVESTING: https://leearnoldsystem.comATTEND THE NATIONWIDE FUNDING TOUR: https://fundingtour.com Support the show (https://cogocapital.com/lp/cogocast/)

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Impacting YOUR community while creating wealth!

Play Episode Listen Later Apr 10, 2019 20:43

When the search for yield and community impact collide. We sit down to talk markets, real estate, and investing for both financial freedom as well as improving the infrastructure in which we live. Interviews with industry professionals on topics that are relevant to the current economic environment. A fast casual, informal, fun podcast to get what you need to know - when you need to know it. Keep up with the economic trends through market updates with our funding managers, Heather Dreves and Erik Bergman.IMPACT INVESTMENTS PODCAST SEASON #1, EPISODE #1: MINUTE MARKERS0:35 – Who are we? Heather Dreves & Erik Bergman of Secured Investment Corp.2:03 – Heather’s role – working with investors and deploying capital.2:43 – Erik’s role – market overview and the looming recession.4:57 – The Inverted Yield Curve and the 10-year treasury – a recession indicator?6:21 – Other major components of the economic cycle.7:11 – Real Estate Investment Trusts (REIT’s)12:39 – Secured Investment Corp High Yield Funds and how they work.14:56 – Private Equity Funds – weighing the risk versus return.16:36 – What sets Secured Investment Corp aside from the pack.18:54 – “A pheromonal component to the overall portfolio.”19:39 – Contacting us at Secured Investment Corp and utilizing our website.Check out The Lee Arnold System of Real Estate Investing YouTube Channel: https://www.youtube.com/c/leearnold CHECK US OUT – INVESTING MADE SIMPLE:SECURED INVESTMENT CORP: https://home.securedinvestmentcorp.com/COGO CAPITAL: https://cogocapital.comTHE LEE ARNOLD SYSTEM OF REAL ESTATE INVESTING: https://leearnoldsystem.comATTEND THE NATIONWIDE FUNDING TOUR: https://fundingtour.comSupport the show (http://securedinvestmentcorp.com/impact-investments-podcast/)

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Introduction: The Impactful Investment

Play Episode Listen Later Mar 26, 2019 2:27

We have built our name through investors like you, empowering vetted real estate entrepreneurs to borrow from our funds and thereby bring under-performing residential properties back on the community tax rolls, raising the values of surrounding properties, and providing safe, affordable housing to a new generation of families. Keep up with the economic trends through market updates with our funding managers, Heather Dreves and Erik Bergman.Support the show (http://securedinvestmentcorp.com/impact-investments-podcast/)

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Where it all began with Lee Arnold - Part 2

Play Episode Listen Later Mar 25, 2019 27:55

So YOU want to be successful in real estate investing? Well…we’ve got your back!Secured Investment Corp is one of the fastest growing companies in the private money marketplace in the United States. With over 125 years of combined specialized loan expertise, we have built a comprehensive, peer-to-peer lending platform focused on non-owner occupied residential and commercial real estate.We empower neighborhood real estate investors across America with the techniques - and the funding through Cogo Capital: The Private Money Company which used by the most successful entrepreneurs!“That’s great guys…but, how do I begin?” Well, we thought we would bring it to you from the man himself…CEO and real estate investing visionary, Lee Arnold as HE breaks down - where it all began. Enjoy our first foray into podcasting with the first three episodes featuring Lee Arnold, the formation of Secured Investment Corp, Cogo Capital and The Lee Arnold System of Real Estate Investing.COGOCAST PODCAST SEASON #1, EPISODE #2: MINUTE MARKERS1:01 – Lee starts investing out of his home office.1:45 – 2008…the market “shifts”, downsizing of Lee’s company begins.2:10 – Lee meets wife Jaclyn and they start a family in addition to the business in Salt Lake City – eventual move to the Pacific Northwest.3:21 – Some “creative” marketing ideas (Lee dresses up like Elvis – “funny is money”).4:07 – Meeting celebrities/entrepreneurs as a result of good marketing / Meeting Donald Trump’s ‘Apprentice’ attorney George Ross.5:05 – George Ross and Lee Arnold discuss the RIGHT way of real estate investing.6:21 – Goal Number 1 for our clients – a quarter million in cash!7:25 – 2010: Picking up steam: Secured Investment Corp, Cogo Capital is formed.9:07 – The company scales - nationwide real estate investing seminars commence – The Nationwide Funding Tour.9:56 – Goal Number 2 for our clients – a million dollars in investable assets!12:36 – One-on-one with Lee: The Masters level workshops.14:19 – Present Day: Secured Investment Corp and all its subsidiaries. “Walking the talk.”15:01 – Typical workweek: “Lots of hands in the cookie jars”.15:24 – Being an entrepreneur – making the first million is the hardest? What about 5-million, 10-million, 25-million?!18:38 – Reading books and continuing your education: “Poor people have big TV’s – rich people have big libraries.”20:02 – Being a workaholic? Or being a ‘hobbyist’. 21:19 – Bold Faith and serving others: “One beggar to another beggar” - He’s The Solution Ministries25:30 – Will Lee retire? Preview of Episode 3.WEBSITE: 'CogoCast: The Real Estate Investors Podcast': http://cogocapital.com/lp/cogocast/Check out The Lee Arnold System of Real Estate Investing YouTube Channel: https://www.youtube.com/c/leearnoldCHECK US OUT – INVESTING MADE SIMPLE:SECURED INVESTMENT CORP: https://securedinvestmentcorp.com/COGO CAPITAL: https://cogocapital.comTHE LEE ARNOLD SYSTEM OF REAL ESTATE INVESTING: https://leearnoldsystem.comATTEND THE NATIONWIDE FUNDING TOUR: https://fundingtour.comSupport the show (https://cogocapital.com/lp/cogocast/)

Where it all began with Lee Arnold - Part 1

Best Real Estate Investing Advice Ever

Play Episode Listen Later Mar 11, 2019 29:35

So YOU want to be successful in real estate investing? Well…we’ve got your back!Secured Investment Corp is one of the fastest growing companies in the private money marketplace in the United States. With over 125 years of combined specialized loan expertise, we have built a comprehensive, peer-to-peer lending platform focused on non-owner occupied residential and commercial real estate.We empower neighborhood real estate investors across America with the techniques - and the funding through Cogo Capital: The Private Money Company which used by the most successful entrepreneurs!“That’s great guys…but, how do I begin?” Well, we thought we would bring it to you from the man himself…CEO and real estate investing visionary, Lee Arnold as HE breaks down - where it all began. Enjoy our first foray into podcasting with the first three episodes featuring Lee Arnold, the formation of Secured Investment Corp, Cogo Capital and The Lee Arnold System of Real Estate Investing.COGOCAST PODCAST SEASON #1, EPISODE #1: MINUTE MARKERS1:12 – Where can YOU start with us / our programs?1:28 – Why real estate investing as an entrepreneur?4:30 – Secured Investment Corp, Cogo Capital, The Lee Arnold System of Real Estate Investing, Arnold Professional Holdings, He’s The Solution Ministries: A quick breakdown.5:24 – Pairing investors with borrowers. Private Money Exchange and the types of clients we have at our seminars.6:19 – Changes in banking and the rise of private equity funding after the crash.8:50 – “Walking the Talk” - Lee Arnold attends his first seminar, and bags his first deal.10:30 – The basics: Finding a motivated seller. Looking for the “problem property.”12:48 – Writing a “rubber check” and finding the funding. 14:13 – “Money is attracted to opportunity.”15:19 – An “A-HA moment.”17:40 – Private Money Brokering & Cogo Capital (come together = everyone wins!)24:00 – Enter Chief Financial Officer (and wife) Jaclyn Olsen Arnold26:37 – Working with your spouse and “staying in your lane.”28:41 – Episode 2 preview.WEBSITE: 'CogoCast: The Real Estate Investors Podcast': http://cogocapital.com/lp/cogocast/Check out The Lee Arnold System of Real Estate Investing YouTube Channel: http://www.youtube.com/c/leearnoldCHECK US OUT – INVESTING MADE SIMPLE:SECURED INVESTMENT CORP: http://securedinvestmentcorp.com/COGO CAPITAL: http://cogocapital.comTHE LEE ARNOLD SYSTEM OF REAL ESTATE INVESTING: http://leearnoldsystem.comATTEND THE NATIONWIDE FUNDING TOUR: https://fundingtour.comSupport the show (https://cogocapital.com/lp/cogocast/)

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JF1341: Putting Together The Best Loan Package To Secure Better Financing with Heather Dreves

Play Episode Listen Later May 5, 2018 19:55

Heather is the Director of funding at Secured Investment Corp. She has helped many investors secure revolving lines of credit, and has over 15 years of experience. She also invests in real estate herself and has a lot of tips for how you can get better rates on your lending. If you enjoyed today’s episode remember to subscribe in iTunes and leave us a review! Best Ever Tweet: “What is the history of this person, have they done this before?” - Heather Dreves Heather Dreves Background: -Manages Funding with Secured Investment Corp and provides private lenders and real estate investors -she manages the loan-processing administration and originated $8 million in revolving lines of credit for hard-money -provides private lenders and investors the ability to connect and build powerful and profitable strategic alliance -Based in Coeur D Alene, Idaho -Say her to him at Join us and our online investor community: Made Possible Because of Our Best Ever Sponsor: List and manage your property all from one platform with . Once listed you can: accept applications, screen tenants, accept payments and receive maintenance tickets all in one place - and all free for landlords. Go to to get started today!

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Episode 132: How to Get Paid TWICE on Wholesale Deals – Study Book – CDs – FREE!

Real Estate Investor Summit Podcast

Play Episode Listen Later Oct 10, 2017 52:54

After Lee developed his highly acclaimed Foreclosure and Short Sale Courses, he began to speak all over the country on these two profitable strategies. In all of his travels, he was constantly bombarded by the same question, “Where do I get the money”? Tired of seeing dreams dashed over something so simple, Lee immediately set out to create the most comprehensive curriculum on the subject of Private Money ever compiled in one place. Recently featured in Forbes, the Boston Globe, Market Watch, Reuters, and Businessweek as a leading investment strategy expert and as a consultant to Donald Trump’s “Trump University”, Lee Arnold has built a personal fortune with private and hard money transactions. As a Real Estate Broker and Lender of both Private and Hard Money, Lee Arnold has helped countless people in the United States and Canada successfully and lucratively obtain the capital they need to be successful in real estate investment. A master at networking, Lee connects investors to lenders from all over the United States and Canada. Lee created The Lee Arnold System of Real Estate Investing to teach clients how to translate workbook education and real estate theory into the real world of real estate investment success. However, after years of teaching and mentoring around the nation, he found that education doesn’t mean a lick if the person being taught doesn’t have the capital to put their knowledge into genuine action. Lee already had access to capital, but his students didn’t. So, Lee took the challenge and created Cogo Capital®, where real estate investors could go for unlimited funds for their non-owner occupied investments. Since then, Lee has been involved in over 1 Billion Dollars-worth of real estate deals with clients. While the progression seemed natural, they were missing one, very large and essential piece of the pie. The marketplace was teeming with people who had the funds, who aspired to make higher returns on their invested dollar but lacked the desire to get involved in real estate at the ground level. In light of this opportunity came Secured Investment Corp, which gave people the training they needed to safely lend on first trust liens (real estate), and make higher returns than they were currently seeing in their stock market, bank CDs, or bond investments. As they combined all these facets—training, funding, and the education to lend on real property—they began to notice a progressing trend of growth and success with the clients involved. Through this model, what they call “The Circle of Wealth,” they noticed that people who entered in at the training level and borrowed funds for their real estate investments eventually became lenders in their own right. They then helped others obtain the capital needed to grow their real estate portfolios. This allowed everyone, on every side, to succeed. It is their goal that everyone can enjoy some level of success in The Circle of Wealth, and inevitably lap it several times over. What you’ll learn about in this episode: Lee’s story about how he began working with private money The solution Lee created when he realized some people were looking for money but had deals, while other people had money but didn’t know where to put it Why the strategy of using private money is beneficial for many people Lee’s understanding of owner financing and why that is important to real estate investors Pigs get fat, hogs get slaughtered: how Lee uses this mantra to drive the way he works with investors Why business is about long term, not short term An amazing, limited time, special offer on Lee’s audio series about how to wholesale property and get paid more A strategy to build capital that is easily available to you How to make a quarter of a million dollars in liquid cash in 12 months without using your own money Multiple benefits of wholesaling Examples of different scenarios where it’s better to borrow money and where it’s better to use your own money Why you shouldn’t come to Lee if you only have a “mind deal” The importance of communication and how it can help you if you need to extend your loan An example of how to free up money by using a community bank Compliance and why it’s imperative you understand the rules and regulations Why cutting corners will only make you constantly turn around and fight battles from your past What money is attracted to and how to use that knowledge to your benefit How following the golden rule can give you success in your business The truth behind common real estate clichés Resources: REInvestorSummit.com/LeeArnold REInvestorSummit.com/PATLive REInvestorSummit.com/Grow REInvestorSummit.com/100 REInvestorSummit.com/aof Love the show? Subscribe, rate, review, and share! Here’s How » Join the Real Estate Investor Summit Community: reinvestorsummit.com Real Estate Investor Summit Facebook Real Estate Investor Summit Twitter Real Estate Investor Summit YouTube Mitch Stephen LinkedIn

Episode 37: Heather Dreves Securities and Private Investor Relations Private Money

Real Estate Investing Profits Master Series with Cory Boatright

Play Episode Listen Later May 19, 2016 46:15

I know there’s a lot of real estate investors out there who are a little afraid to explore the realm of private lenders. That’s why I’ve brought Heather Dreves on the show today. She works with a private lender - Secured Investment Corp – and she’s spent decades working the ins and outs of the lending business. She’s seen real estate investors succeed and fail, and she herself has a few learning experiences to share, and all of it inspired her to pursue real estate investment! So if a private lender can venture into our area of expertise, all of us real estate investors can benefit from her knowledge as well. [youtube]https://youtu.be/yliwZ4wWwVg[/youtube] Heather enjoys lending money to self-employed entrepreneurs and their families. Watching people succeed in their business motivates her, and that’s why she and her lending team focus on transparency, mentorship, and making sure their people make their money back. She learned early on that focusing on the bottom line was not enough to sustain a business, and after foreclosures and property taxes caught up with many of her clients, she decided to change her approach. Now, seminars, classes, and success and accountability programs are all ways Heather and Secured Investment Corp are insuring that their clients earn all their money back (and then some).

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How Can You Profit In Real Estate Without Owning It? With Heather Dreves | 696