Podcasts about trust deeds

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Best podcasts about trust deeds

Latest podcast episodes about trust deeds

Private Lenders' Podcast
Counting the Money: 1099/1098 Time of Year - #243

Private Lenders' Podcast

Play Episode Listen Later Jan 30, 2025 14:15


Counting the Money: 1099/1098 Time of Year ✅ Please like, subscribe, and share! ✅   Are you a new or experienced private lender or hard money lender? Join Jason Balin and Chris Haddon from Hard Money Bankers as they draw from their extensive experience running a successful hard money lending company since 2007. Tune in weekly with episodes elated to all aspects of private lending. From discovering lucrative loan opportunities to securing private capital, effectively managing your loan portfolio, handling defaults, and much more, we've got you covered. ✔️ Tune in now and watch the full video podcast at www.privatelenderspodcast.com ✔️If you enjoyed this podcast we would appreciate a positive review... https://podcasts.apple.com/us/podcast/private-lenders-podcast/id1476153070 ✔️Make sure to check out the #1 Online Community For New and Experienced Private and Hard Money Lenders.. Create your account at www.hardmoneymastermind.com   FOLLOW US ON SOCIAL Get updates or reach out to Get updates on our Social Media Profiles! ✅ Instagram: https://www.instagram.com/hardmoneymastermind/ ✅ Tiktok: https://www.tiktok.com/@hardmoneymastermind        

Private Lenders' Podcast
2025 Plans For the Mastermind - #235

Private Lenders' Podcast

Play Episode Listen Later Dec 31, 2024 19:27


We want to wish everyone a Happy Holidays and Happy New Years... Hope you had a great 2024 with ambitious goals for 2025. Chris and Jason wanna sincerely thank all of our followers and viewers that have devoted time to watch and listen to the Private Lenders Podcast. We have some big plans for 2025 and share them in this episode.... ✅ Please like, subscribe, and share! ✅ Are you a new or experienced private lender or hard money lender? Join Jason Balin and Chris Haddon from Hard Money Bankers as they draw from their extensive experience running a successful hard money lending company since 2007. Tune in weekly with episodes elated to all aspects of private lending. From discovering lucrative loan opportunities to securing private capital, effectively managing your loan portfolio, handling defaults, and much more, we've got you covered. ✔️ Tune in now and watch the full video podcast at www.privatelenderspodcast.com   If you enjoyed this podcast we would appreciate a positive review... https://podcasts.apple.com/us/podcast/private-lenders-podcast/id1476153070   ✔️Make sure to check out the #1 Online Community For New and Experienced Private and Hard Money Lenders.. Create your account at www.hardmoneymastermind.com FOLLOW US ON SOCIAL Get updates or reach out to Get updates on our Social Media Profiles! ✅ Instagram: https://www.instagram.com/hardmoneymastermind/ ✅ Tiktok: https://www.tiktok.com/@hardmoneymastermind    

Real Estate Investing With Jay Conner, The Private Money Authority
Transitioning from Traditional Banking to Private Funding: Jay Conner's Journey

Real Estate Investing With Jay Conner, The Private Money Authority

Play Episode Listen Later Oct 3, 2024 43:21


***Guest AppearanceCredits to:https://www.youtube.com/@TheSourceCRE "Finding Investment Capital in Private Money with Jay Conner"https://www.youtube.com/watch?v=MV3Ed6buyfI&t=26s  In a recent Raising Private Money podcast episode, Jay Conner joins Jonathan Hayek, a former teacher turned commercial real estate investor, they share invaluable insights about private money lending. Their discussion shed light on practical strategies, community involvement, and building trust-based relationships to secure private money for real estate deals.Emphasizing Simplicity and FlexibilityNo-Penalty Approach: A Win-Win SituationJay Conner highlighted the simplicity and flexibility of his private money program. Unlike traditional banking systems, his approach eliminates penalties for early repayments by lenders. Over the years, he has had only two small notes called due early due to medical emergencies. This flexibility benefits lenders who prefer to keep their money generating returns rather than having it returned prematurely. Jonathan Hayek concurred, noting that his lenders also favor keeping their money invested for continued financial benefits.Securing Loans: Importance of Legal DocumentsPromissory Notes, Trust Deeds, and MortgagesA pivotal aspect of securitizing loans involves proper documentation. Jay explained the roles of promissory notes, deeds of trust, and mortgages in protecting both lenders and borrowers. Promissory notes capture all loan specifics, such as borrower details, loan amounts, interest rates, and payment schedules. Deeds of trust or mortgages grant lenders the authority to foreclose if borrowers default. Adding further layers of security, Jay emphasized adding lenders on insurance and title policies. These additional protections ensure that both parties' interests are safeguarded, making the investment process transparent and trustworthy.Identifying Suitable BorrowersUnderstanding Who Should and Should Not BorrowJonathan Hayek queried Jay about scenarios where private money lending might not be appropriate. Jay addressed the question thoughtfully. Not every individual or situation aligns with private money lending. Traditional banking or hard money loans might be more suitable for some. Jay cautioned against borrowing private money without a thorough understanding of real estate. Investors must comprehend property valuation, management, and rehabbing, making decisions based strictly on mathematics rather than emotions.Building Thriving NetworksLeveraging Business Networking International (BNI)One of the keys to Jay's success in securing private money has been his involvement with Business Networking International (BNI). BNI's structure allows only one representative per profession in each chapter, fostering trust and encouraging referrals. By joining BNI as a real estate investor, Jay unlocked the potential of a robust network quickly, securing millions in private money.Community Involvement: A Trust BoosterPrinciple of "Givers Gain"Jay and Jonathan underscored the importance of community involvement in gaining trust and attracting private money. Engaging with local organizations like the Chamber of Commerce, Rotary Club, church groups, and Real Estate Investing Associations (REIAs) not only builds visibility but also trust. The principle of "givers gain" is central; by serving and giving to the community, individuals earn trust, making it easier to forge investment relationships. Jay's active volunteering and consistent networking have established him as a reliable and giving individual, hence attracting significant private investments.Consistency in Lending Terms

The SMSF Experts with Shelley Banton
Can You Fix a Trust Deed Disaster? with Clinton Jackson

The SMSF Experts with Shelley Banton

Play Episode Listen Later Aug 27, 2024 44:31


In Episode 17 of The SMSF Experts, Shelley is joined by Clinton Jackson, a partner at Cooper Grace Ward Lawyers, to discuss the complexities of trust deeds in SMSFs. Shelley and Clinton discuss the importance of having a tailored and flexible trust deed and share practical tips and strategies for ensuring the trust deed is up to date.(03:49) Understanding Trust Deeds: The Good, Bad, and Ugly(08:38) The Importance of Corporate Trustees(10:48) Challenges in Signing and Witnessing Deeds(17:22) Updating Trust Deeds: When and Why(20:27) Principal Employer Sponsors: Legacy Issues and Solutions(25:26) Case Studies: Trust Deed Disasters and Resolutions(29:51) Dealing with Trustee DisputesFollow Shelley: LinkedinFor more episodes and to sign up for the ASF Audits newsletter, please visit asfaudits.com.au

Owner Financing & Note Investing Podcast with Dawn Rickabaugh
Foreclosing on a Private Real Estate Loan from First Position When You Want the Property

Owner Financing & Note Investing Podcast with Dawn Rickabaugh

Play Episode Listen Later Jul 27, 2024 48:39


In this session of Property & Paper Live, Ken brings up a pending foreclosure. He really wants the property, and is considering bidding at the Trustee Sale. There is a 2nd that is in danger of being completely wiped off. He could offer to buy the 2nd at a discount and foreclose from that position to greatly increase his opening bid and almost guarantee he'd get the property with the opening bid. But then he'd have to start the foreclosure timeline over again. Maybe if he'd thought of that earlier on, it would have been a good option. We also talk with others on the call and end with sharing a way to get help submitting owner financing offers so you can buy your home or investment property without asking a bank for a loan!

BiggerPockets Daily
1222 - Trust Deeds: The Real Estate Investment You Missed Out on in 2023 by Izzy Irizarry

BiggerPockets Daily

Play Episode Listen Later Feb 18, 2024 10:36


As an investor, you have many options when it comes to where you put your money. Day after day, whether you are driving to work or watching your favorite reality TV show, you'll see advertisements telling you to invest in gold, stocks, digital currency, mutual funds, etc.  And because of those ads, people have become familiar with those types of investments. But very few people are familiar with trust deed investing, although it's a form of investing as old as money itself.  Learn more about your ad choices. Visit megaphone.fm/adchoices

The Wealth Flow
EP72: Earn Passive Income and Cash Flow via Trust Deeds and Mortgages - Noah Miller

The Wealth Flow

Play Episode Listen Later Feb 8, 2024 41:43


Are you looking for passive, less risky investment opportunities? Then listen to this episode featuring Noah Miller, where he shares valuable insights on bridge loans and trust deed investments. Hit play and seize the chance to explore the world of leveraged real estate investing.     Key Takeaways To Listen For Bridge loan: What it is, how it works, and when you should consider it Advantages of using trust deed investments to invest in real estate Pros and cons of trust deed investments The importance of doing your due diligence when investing Why you need to talk to different investment groups as a beginner investor     Resources/Links Mentioned In This Episode  The Millionaire Next Door by Thomas J. Stanley and William D. Danko | Hardcover, Paperback, and Kindle  King of Capital by David Carey and John E. Morris | Kindle and Paperback  What It Takes by Stephen A. Schwarzman | Kindle, Hardcover, and AudioCD Am I Being Too Subtle? by Sam Zelle | Kindle and Hardcover  Equity Residential     About Noah Miller Noah is the president of Royal Palm Funding, a nationwide commercial real estate lender providing first mortgage bridge loans. Royal Palm Funding provides accredited investors the opportunity to passively invest in mortgages, earning between 9 and 12%  annually.      Connect with Noah Website TRUST DEED INVESTING with Royal Palm Funding Email: noah@royalpalmfunding.com Phone Number: (561) 763-4411     Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-added assets, reach out to us at https://bobocapitalventures.com/.     Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

The Wealth and Freedom Nexus Podcast
WFN #095 - Build GENERATIONAL Wealth w/ Heather Dreves of Secured Investment Corp

The Wealth and Freedom Nexus Podcast

Play Episode Listen Later Aug 9, 2023 34:31


If you only have $1,000 to invest....DON'T want your money tied up longer than 12 months....but want a HIGHER return than a bank CD or money market account...THIS is an episode NOT to MISS!Heather Dreves of Secured Investment Corp joins us from the bustling state of IdahoHere's her bio

ViewLegal Podcast
#79 – Family Trust Deeds: What all advisers must know

ViewLegal Podcast

Play Episode Listen Later Jun 18, 2023 47:11


The Tax Office and Courts alike are increasingly focused on trustees who inadvertently breach the terms of a trust deed. Invariably the any adviser assisting the trust will be implicated in any alleged breach. This case study based webinar will explain the key issues all advisers must be aware of with trust deeds, including: Definitions of income and capital Understanding the key beneficiary classes Family Trust Elections and Interposed Entity Elections Vesting and perpetuity issues Valid exercise of variation powers For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #52 – Lost trust deeds – some solutions  PODCAST: #76 – Adviser Facilitated Business Succession Planning: The Steps for Success  Listen to View's previous episodes here.

The Wealth and Freedom Nexus Podcast
WFN #057 – Safely earn 10-12% on your money WITHOUT stock market volatility

The Wealth and Freedom Nexus Podcast

Play Episode Listen Later Nov 16, 2022 42:36


Instead of going to the bank to get LENT money, why not BE a bank and LEND money?That is the topic of today's podcast with Howard Robbins of Ignite Funding.  $1.3 billion in trust deeds have been funded since 1995 and Ignite has returned over $100 MILLION in steady, monthly interest payments to their investors. You don't have to an accredited investor.  The minimum investment amount is only $10,000.  AND your investment is SECURED by real estate.

The Deal Scout
Private Lending For Real Estate Investors with Kevin Amolsch

The Deal Scout

Play Episode Listen Later Nov 10, 2022 49:02 Transcription Available


Kevin Amolsch is a successful real estate investor and private money lender.  He earned his degree in Finance after serving four years in the US Army. After college, Kevin spent two years working with Wall Street as a Mortgage Bond Analyst before leaving to work in real estate financing for investors full time. He and his companies have closed on over 2,200 transactions as a buyer, seller or private money lender. He currently manages multiple mortgage funds with more than $750 million in closed loans.  He has spent 2 decades as a real estate investor and 16 years in real estate lending. He is the author of 45-Day Investor, a frequent speaker, and has been quoted in The Las Vegas Review Journal, The Denver Post, Yahoo Real Estate, Denver Business Journal, Forbes, and many others.https://pinefinancialgroup.com/Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg

The Norris Group Real Estate Radio Show and Podcast
Building Financial Freedom and Success through Real Estate with Buddy Rushing | Part 2

The Norris Group Real Estate Radio Show and Podcast

Play Episode Listen Later Jun 9, 2022 24:11 Transcription Available


Buddy began White Feather Investing in early 2007 in Twentynine Palms, California. His ultimate goal is to build a passive income stream through residential and commercial properties that can ensure our financial freedom for our family and help as many fellow militaries as we can along the way. Since the launch Buddy was pulled away on multiple month-long training exercises and four trips to Afghanistan! Despite those difficulties, WFI has purchased Single Family rentals, wholesaled, flipped, invested in Trust Deeds, executed Joint Ventures, constructed Roth IRA acquisitions, executed BRRR deals, and Short Term Rentals, purchased an apartment complex, and even launched an RV and Solar business!  He also launched a WFI Investor club and an online Real Estate Investment Accelerator that is focused on helping educate and empower military members to achieve financial freedom through Real Estate investing, which has allowed us to open new Turnkey Rental operations in Memphis, Little Rock, St Louis, Milan, Columbus, Chicago, California, Florida and Alabama and we are moving into Mississippi and North Carolina!  His most recent endeavors have definitely been a challenge but our primary goal remains the same: To help our nation's heroes build financial freedom so they can live the American Dream they fight to protect.The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Show

The Norris Group Real Estate Radio Show and Podcast
Building Financial Freedom and Success through Real Estate with Buddy Rushing | Part 1

The Norris Group Real Estate Radio Show and Podcast

Play Episode Listen Later Jun 2, 2022 21:43 Transcription Available


Buddy began White Feather Investing in early 2007 in Twentynine Palms, California. His ultimate goal is to build a passive income stream through residential and commercial properties that can ensure our financial freedom for our family and help as many fellow militaries as we can along the way. Since the launch Buddy was pulled away on multiple month-long training exercises and four trips to Afghanistan! Despite those difficulties, WFI has purchased Single Family rentals, wholesaled, flipped, invested in Trust Deeds, executed Joint Ventures, constructed Roth IRA acquisitions, executed BRRR deals, and Short Term Rentals, purchased an apartment complex, and even launched an RV and Solar business!  He also launched a WFI Investor club and an online Real Estate Investment Accelerator that is focused on helping educate and empower military members to achieve financial freedom through Real Estate investing, which has allowed us to open new Turnkey Rental operations in Memphis, Little Rock, St Louis, Milan, Columbus, Chicago, California, Florida and Alabama and we are moving into Mississippi and North Carolina!  His most recent endeavors have definitely been a challenge but our primary goal remains the same: To help our nation's heroes build financial freedom so they can live the American Dream they fight to protect.The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Show

SMSF Adventures with SuperConcepts
SMSF Trust Deeds – Set and forget?

SMSF Adventures with SuperConcepts

Play Episode Listen Later Feb 10, 2022 13:41


A Trust Deed – it is the one thing every SMSF has in common and one of the first considerations when establishing a fund. Given that it is essentially a roadmap for the fund, governing how it is set up and operates, it's surprising that many consider it a set-and-forget document. SMSF technical expert Nicholas Ali looks at the importance of maintaining an up-to-date trust deed and the benefits that come from revisiting the document.   Subscribe to SMSF Adventures with SuperConcepts here https://spoti.fi/3xFLLFd   LINKS To learn more about a Total Super Balance register for our upcoming webinar on Thursday, 24 March 2022. Link: https://bit.ly/3HzqBxv   If you're a SuperConcepts client this webinar is FREE so speak to your CSM.   Facebook: https://bit.ly/3IN4AMz LinkedIn: https://bit.ly/3lVsL1t   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE   Got a topic you'd like us to cover? Drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au   CREDITS Host: Jessica Griffith Guest: Nicholas Ali, Executive Manager SMSF Technical Support   The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document including Terms and Conditions before deciding what's right for you.   See privacy information https://bit.ly/3E5H7Uf

The Real Estate Syndication Show
WS1179: Investing Actively or Passively through Trust Deeds with Heather Dreves

The Real Estate Syndication Show

Play Episode Listen Later Jan 12, 2022 29:17


Joining us in this episode is Heather Dreves. Heather has been in the private money industry for over 18 years, helping clients passively invest in alternative assets through high-yielding real estate funds and trust deed investing. She details investing in trust deeds or mortgage notes and shares its benefits and the unique opportunities open to people interested in real estate but lack time to invest in properties actively.Heather also talks about how they wanted to give opportunities to invest and create wealth to everybody, not just the high net-worth individuals. Hence, they opened up the Circle of Wealth Fund III for investors who aren't in the accredited threshold yet. Listen now to learn more!

QAV Podcast
QAV S04E38 – The Brettalator

QAV Podcast

Play Episode Listen Later Sep 21, 2021 33:56


We chat with James Williamson, value investor, and Founder, Executive Director & Chief Investment Officer at Wentworth Williamson Management. We also talk about Brett's new 3PTL tool, Gary's terrific QAV-based paper returns on Strawman, MYE fatality and price drop, ZGL price update, FMG - huge drop, execs leaving in droves, CVW financials in SD, handling some tricky flatline graphs, Corporate Tax hike going to the senate in the US, S32 is a zinc miner, ATL and Camplify, MYR is profitable again, but numbers aren't in SD yet, MWY removed because of lumber graph, SRG breached it's Sell line, MIN - iron ore sell, why BLX fell nearly 7%, why CDM went down, why EHL and ABA aren't on the scorecard, SMSFs and Trust Deeds, why TK bought NAB, why WAF is dropping, the sell line for ZIM, Copper price heading in the right direction, and After Hours!

Get Legally Speaking
Living Together But Not Married? What Are You Entitled To?

Get Legally Speaking

Play Episode Listen Later May 24, 2021 21:41


In the event of a break-up, what would you be entitled to from your relationship, if you are living with your partner, but not married? Are you familiar with the term 'common law husband and wife'? Empower yourself with legal knowledge today, that is jargon free and easy to listen to, by tuning in to our host Hatti Suvari and a senior Barrister and part-time Judge, Sarah Lucy Cooper, discussing what you would, and would not be entitled to in a relationship if you are not married, or not in a civil partnership.  Hatti and Sarah discuss property ownership, shared assets, money contributions and much more! #cohabitation #commonlawpartnership #breakup #legallearning #getlegallyspeaking  

Investopoly
What's involved in changing accountants (and how to find a good one)?

Investopoly

Play Episode Listen Later Mar 2, 2021 12:01


Choosing the right accountant can make a world of difference. A proactive accountant will share tax-saving and wealth-building ideas, be available to answer questions during the year and ensure you never end up in the ATO’s ‘bad-books’.Common complaintsThere are two common complaints about accountants.Firstly, that they don’t provide proactive advice, including wealth building ideas. They are so involved in their day-to-day work that they don’t stop to ask themselves; “if I was in this client’s position, what would I do?” This is an incredibly valuable question to ask. Most clients want to feel confident that if they are missing any opportunities, that their accountant will point them out.The second most common complaint is that they are not quick to turn work around. This includes replying to emails/phone calls and completing compliance work such as tax returns. Such delays can cost clients a lot in terms of missed opportunities, delayed decision making and make it difficult to implement financial plans.What's involved in switching accountants?Switching accountants is actually a very simple and easy task.Once you have agreed to appoint a new accountant as your tax agent, they will immediately write to your incumbent accountant for two reasons:1. To confirm that there are no ethical considerations that may prevent them from accepting you as a new client – this is referred to as an ‘ethical clearance letter’ and is common in the accounting industry; and2. Request the transfer of your documentation including most recent year’s tax returns, any financial statements, accounting system access, depreciation and cost base schedules, entity documentation such as Corporate Constitutions for companies, Trust Deeds and so on.As a matter of professional courtesy, virtually all accountants respond to such requests promptly and often without contacting their (past) client. If you owe any outstanding fees, it is commonplace for an accountant to withhold their clearance letter until all fees are paid in full.Apart from signing an engagement letter with your new accountant, there is nothing you need to do.Do you have to tell the accountant you're leaving?The short answer is no. There is no obligation to have any contact with your incumbent accountant.If you are self-employed or operate a small business, you may have a close relationship with your accountant and are in more regular contact with them. In this situation, it may be courteous that you inform them of your plans to move to a new accountant, before any ethical clearance letters are set out.But there is certainly no obligation to do so, and very much depends on your relationship with them and the circumstances surrounding your departure.What will my new accountant do after they are appointed?I can’t speak for other accountants but typically there are a few steps we take when a new client appoints us, namely:§ Update the ATO’s records so that it knows that we are your new tax agent and where to send future correspondence. It may be necessary to update other registrations also, such as ASIC if you have a company.§ Review past tax returns and schedules to identify any mistakes, omissions or planning matters. This is even more important if you have a trading business, as there are more matters to consider.§ Once we have completed a review, we will be in a position to set out your key milestones, which could include the date when we will undertake tax planning, when we will require your information to start preparing your next return and so on.Does changing accountants attract the ATO’s attention?Some people are concerned that changing accountants might invite negative attention from the ATO. This is not the case. Approximately two thirds of Australians use a tax agent to lodge their tax return, so it’s natural for a certain number of people to change providers each year. There is nothing unusual with doing so.How to find the right accountant for youThe best way to find a good accountant is by referral. Speak to friends, family, colleagues and business associates. Someone is bound to have a recommendation for you.Whilst there are some generic questions you can ask, my advice is to focus your questioning on three topics:§ How many clients do they have that are in similar circumstances to you? Like with most professional services, experience is critical. If you do something every day, you’re likely to become an expert.§ What systems do they have in place to ensure that they deliver proactive advice? For example, we have a checklist we complete after each tax return we prepare that forces us to think about the big picture and look for all financial opportunities. Checklists and systems are crucial.§ How quickly do they respond to questions? There is nothing more frustrating than having to wait weeks for an answer to a simple question. I think it’s reasonable to expect a response to most of your questions within at least one business day. It might not be possible to give you the complete answer within that timeframe, but confirmation that they are working on a response is often satisfactory.Switching accountants is painlessSwitching accountants is a very simple, quick and easy process. In fact, your new accountant can do all the work.If you are unsatisfied with your current accountant, discuss your concerns with them. If they do not make amends, do not hesitate to move on. Because a proactive and holistic accountant is worth their weight in gold.

ViewLegal Podcast
#52 - Lost trust deeds – some solutions

ViewLegal Podcast

Play Episode Listen Later Sep 29, 2020 44:34


In this podcast the View Legal team explore the following topic ‘Lost Trust Deeds’ which was held on 16 September 2020. This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities. During this extract of the webinar, we explore one of the most problematic issues faced by any trustee – a lost trust deed. Without a fully executed, ‘wet ink’ trust deed there can be disastrous key tax, stamp duty and administration issues that arise. This session will provide practical recommendations for addressing all key issues that arise with lost deeds, including: Where to look, who to contact and when to give up tax and stamp duty ramifications of a lost the deed how to legitimately adopt a replacement trust deed is court approval necessary practical solutions For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets) Some of the resources that View Legal has on offer that may be f assistance include: View apps Weekly View blog Published View books Related articles: Podcast #40 – TRUST HORROR STORIES… THE 3RD EDITION Blog - Can trusts last forever now?   Listen to View’s previous episode here.

lost trust deeds
Pass the Real Estate Exam with PrepAgent
Trust deeds simply explained to pass the real estate exam

Pass the Real Estate Exam with PrepAgent

Play Episode Listen Later Jul 23, 2020 6:42


For more information to pass your real estate exam be sure to go to prepagnt.com

Get Legally Speaking
Cohabiting Relationships & Separation - Part 1

Get Legally Speaking

Play Episode Listen Later Nov 25, 2019 20:18


Join Hatti Suvari and Sarah Cooper who is a barrister and also a Judge, to hear their conversation on the many interesting aspects that you should consider if you are living with your partner, but you are not married, or if you are not in a registered civil partnership. The conversation includes what your rights could be on the property that you live in that you may have purchased together, but only one of you are on the mortgage, what the rights are for couples who are engaged, and the interesting myth of the term 'common law husband and wife', as well as the legal rights for couples living together, who are not married. A not to be missed Podcast giving you bags of free information. #cohabitation #separation #cohabitationlaw #mythsinlaw #legalrights #livingtogether

NZFreeLaw Podcast
Understanding Māori Land Trusts

NZFreeLaw Podcast

Play Episode Listen Later Jul 15, 2019 42:10


In this episode, hosts Josh and Julia speak to Māori Land lawyer Alana Thomas from Kaupare Law. We discuss how to set up a Maori Land Trust; the legal definitions of Māori land; Trust Deeds - what should be in one; Trustees duties, whangai issues and much more!

CogoCast: The Real Estate Investors Podcast
Real Estate Investment Private Equity Funds, Notes and Deeds with Heather Dreves

CogoCast: The Real Estate Investors Podcast

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/)

Think Realty Radio
Passive (Aggressive) Investing, with Carrie Cook

Think Realty Radio

Play Episode Listen Later Jun 27, 2018 43:00


President of Ignite Funding and featured speaker at the Think Realty Conference & Expo in Irvine, California, Carrie Cook converses with Abhi about a passion the two have in common in the REI industry—trust deeds. Carrie explains the reasoning behind why her company focuses on trust deeds, and Abhi details why he believes trust deeds are one of the smartest and easiest investments to be a part of. Visit IgniteFunding.com for webinars, news, and other education about trust deeds For for more information on Carrie Cook, read this short article Think Realty wrote about Carrie in 2017.

The Creative Financing Podcast
Ep 003 All Inclusive Trust Deeds or Wrap Around Mortgage.

The Creative Financing Podcast

Play Episode Listen Later Jan 22, 2018 34:07


This is the most widely used creative finance strategy, used every day, all accross the US. This is the strategy to use if there is an underlying debt or mortgage on the property. Learn this and you can do deals anywhere. Learn how the seller benifits and why it works really well for tired landlords.

Money Matters With Dino
#141 Self-Directed IRA’s and Mortgage Funds - Kaaren Hall & James Perry

Money Matters With Dino

Play Episode Listen Later Feb 28, 2016 32:00


A Self-Directed IRA is an IRA that can invest alternative assets such as Trust Deeds and Mortgage Funds.  This is why on today’s show, Dino invited on the perfect combination of experts to talk about the marriage of this terrific investment vehicle with a fantastic alternative investment. As always, there’s a lot to consider, but when set up properly this type of strategy can yield great results.  In this episode Kaaren Hall from UDirect IRA Services and James Perry CEO of Alliance Portfolio discuss:   How a Self-Directed IRA works Why Trust Deeds & Mortgage Funds work so well in Self-Directed IRA’s Tax Implications of the Self-Directed IRA What is a Trust Deed & Mortgage Fund What types of property are inside a Mortgage Fund What to expect from your investments much more... Check out our past shows and learn more about the Money matters With Dino community, at www.moneymatterswithdino.com  Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

Money Matters With Dino
#142 Mortgage Funds & Trust Deeds: Why Invest? - James Perry

Money Matters With Dino

Play Episode Listen Later Feb 28, 2016 32:51


How can an alternative investment such as Mortgage Funds and Trust Deeds be less risky than the traditional investing?  Dino’s guest the CEO of Alliance Portfolio James Perry tells us why Real Estate Investing is not only a safer way to invest, but he shows us how it can completed managed and stress free for the investor.  In this episode you’ll learn:   What is a Trust Deed & Mortgage Fund Who invests in each alternative Where is the risk in this type of investment How are properties chosen for a Mortgage Fund How are Mortgage Funds & Trust Deeds Managed What types of returns can you expect Much more... Check out our past shows and learn more about the Money matters With Dino community, at www.moneymatterswithdino.com  Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

Money Matters With Dino
#95 The Investor's Guide To Private Money Lending - #95 12/5/2014

Money Matters With Dino

Play Episode Listen Later Dec 5, 2014 55:22


Are you interested in owning Real Estate?  Maybe you want to invest, but you don't want the hassles of being a landlord.  How about being the bank instead?  James Perry and Gabriella Gilles from Alliance Portfolio are on the show to talk about Private Money Lending, Mortgage Funds and Trust Deeds. This form of alternative investing is secured by real estate and brings a monthly income.  If you are not aware of how they work you should spend some time listening to this show and download our FREE ebook here... How To Pick A Top Mortgage Fund "From Your Estate To Real Estate, Your Money Matters." - Dino Katsiametis

Ron Siegel Radio Network
Ron Siegel Radio Network - Nov 5 2013

Ron Siegel Radio Network

Play Episode Listen Later Nov 5, 2013 54:00


Ron Siegel is joined by Holly McKhann of Norco CA for a live radio broadcast from Anaheim CA to discuss:Mortgage Minute:  Borrowers Deemed Less Healthy in Q3 as Prices and LTVs RiseReal Time Real Estate: Analysts Say Double-Digit Appreciation Will Come to an End by 2014Your Credit Matter: September Sees Drop in New Private Mortgage Insurance ObamaCare web site delivers SC Attorney information to NC applicant.  Be aware of hacking HHS web site has no system to report a security breach Young Avoid New Health Plans What to do when you are turned down for a loan Do you really offer 8-10% secured return on investments? Can I be an investor? The security level on Trust Deeds makes them approved for Retirement Funds and College Savings Plans What is After Repair Value and can I borrow against that? How can home investors afford to pay 8-10% interest Featured Guests Holly McKhann – Star Legacy Homes Ron Siegel, consumer advocate and mortgage lender, discusses anything that affects the roof over your head, your bank account or other items that will benefit you / your family. Reach Ron at 800.306.1990 Ron@RonSiegelRadio.com www.RonSiegelRadio.com www.Facebook.com/RonSiegelRadio www.SiegelLendingTeam.com Twitter: @RonSiegel

InvestTalk
10-16-19: ENCORE - Opinion: A ‘Fear Bubble’ Is Creating A Huge Buying Opportunity

InvestTalk

Play Episode Listen Later Dec 31, 1969 47:36


One long-time market bull acknowledges the market is in a late-stage economic growth cycle, but he isn’t going into "recession countdown" mode. Today's Stocks & Topics: Silver, REITs, Gold, Job Report, 401k, Bonds Funds, 529 Plan, Trust Deeds, Investing with KPP, Mutual Funds, Insurance, Pension Plans, Level 2.Support this podcast at — https://redcircle.com/investtalk-investment-in-stock-market-financial-planning/donations

InvestTalk
09-20-19: Opinion: A ‘Fear Bubble’ Is Creating A Huge Buying Opportunity

InvestTalk

Play Episode Listen Later Dec 31, 1969 47:36


One long-time market bull acknowledges the market is in a late-stage economic growth cycle, but he isn’t going into "recession countdown" mode. Today's Stocks & Topics: Silver, REITs, Gold, Job Report, 401k, Bonds Funds, 529 Plan, Trust Deeds, Investing with KPP, Mutual Funds, Insurance, Pension Plans, Level 2.Support this podcast at — https://redcircle.com/investtalk-investment-in-stock-market-financial-planning/donations

InvestTalk
02-17-20: ENCORE PRESENTATION - The Best Investtalk Calls #4

InvestTalk

Play Episode Listen Later Dec 31, 1969 46:54


Today's Stocks & Topics: I-R-As, Roth, Dollar Cost Average, 401k, Variable Annuities, Stock Split, Stock Value, Trust Deeds, Portfolio Management, New Investor, How To Get Into The Stock Market, Close End Funds, Mutual Funds, International Markets, Day Trading, Bond Funds, Investing.Support this podcast at — https://redcircle.com/investtalk-investment-in-stock-market-financial-planning/donations