Podcasts about Turnkey

In today's episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Lindsay Davis, CEO of Spartan Invest, to explore the world of turn-key real estate. Lindsay shares her journey from college landlord to building one of the leading turn-key investment companies in the Southeast. Their discussion covers the advantages of passive investing, the realities of property management, and how Spartan's approach makes real estate accessible for investors nationwide. Lindsay began her investing journey as a college student in Alabama, renting rooms to reduce tuition costs. After a rocky start as a landlord and a stint in corporate America, she shifted to flipping houses before finding stability and scale in rental properties. This led her to co-found Spartan Invest, a full-service turn-key provider offering single-family homes in Alabama, Tennessee, and Georgia. For investors hesitant about the headaches of being a landlord, Lindsay explains how Spartan handles property acquisition, renovation, tenant placement, and ongoing management. By focusing on durability, affordability, and transparency, Spartan delivers rental properties designed for long-term performance and reduced maintenance. Jonathan and Lindsay also discuss the profile of today's turn-key investors, from W-2 employees seeking diversification to high earners priced out of their own markets. They cover the importance of choosing landlord-friendly states, understanding pro forma numbers, and staying engaged with your property manager. With entry points averaging around $165,000 and financing options that include competitive rates, Spartan opens the door to investors ready to grow their portfolios without the grind of flipping or self-management. If you've ever wondered how to build a real estate legacy with minimal stress, this episode provides a clear look at how turn-key investing works and why it's an attractive strategy in today's housing market. In this episode, you will hear: Lindsay's first experience as a college landlord and the lessons it provided Spartan's shift from flipping to rental properties Advantages of a one-stop-shop turn-key model Renovation priorities designed for long-term durability Types of investors who benefit most from turn-key investing Key factors to evaluate when choosing property managers The role of consistency and early investing in building wealth Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Spartan Invest website - spartaninvest.com Spartan Invest on YouTube - www.youtube.com/@SpartanInvest Find Spartan on Facebook - www.facebook.com/spartanturnkey Spartan Invest's Instagram - www.instagram.com/SpartanInvest Connect with Lindsay Davis on LinkedIn - www.linkedin.com/in/lindsay-davis-3996a778 Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

This month's Portfolio of the Month isn't just about property selection, it's about tax deferment and leverage.JWB Co-Founder Gregg Cohen and host Pablo Gonzalez break down how property selection goes when you use a 1031 Exchange.You'll see:- Why you need an easy way to pick properties to meet the 45-day and 180-day rules - How “like-kind” requirements shape your next purchase- What type of mistakes can cost you hundreds of thousands of dollars in a 1031 exchange If you own an investment property, this episode will show you how to multiply your returns without multiplying your tax bill in one easy to understand case study.Listen NOW!Chapters:00:00 Introduction to 1031 Exchange01:24 Meet the Hosts: Pablo Gonzalez and Gregg Cohen01:43 Understanding the Importance of 1031 Exchange03:21 How 1031 Exchange Works05:41 Real-Life Example: California Property06:44 Maximizing Tax Savings with 1031 Exchange09:14 Interactive Q&A: Alex Diaz's Scenario11:07 JWB's Portfolio Generator Explained15:34 Selecting Properties for 1031 Exchange16:08 Key Players and Timelines in 1031 Exchange20:40 Financial Engineering: Optimizing Your Investment25:13 Interest Rates and Down Payments29:48 Investment Down Payment Strategy30:13 Maximizing Tax Savings30:50 Adjusting Down Payments for Optimal Returns33:14 Exploring Additional Property Investments36:08 Handling Unexpected Scenarios40:04 Q&A Session42:46 Community Engagement and Future PlansStay connected to us! Join our real estate investor community LIVE: https://jwbrealestatecapital.com/nyai/Schedule a Turnkey strategy call: https://jwbrealestatecapital.com/turnkey/ *Get social with us:*Subscribe to our channel  @notyouraverageinvestor  Subscribe to  @JWBRealEstateCompanies  

For episode 587 of the BlockHash Podcast, host Brandon Zemp is joined by Bryce Ferguson, Co-founder & CEO of Turnkey.Turnkey provides secure, scalable, and programmable crypto infrastructure for embedded wallets and onchain transaction automation. Turnkey provides low-level wallet infrastructure primitives that can be mixed, matched, and configured for any use case.⏳ Timestamps: (0:00) Introduction(1:03) Who is Bryce Ferguson?(3:56) What is Turnkey?(7:16) Modernization of Crypto Wallets(10:12) Turnkey Solutions(13:23) Use-cases(14:50) AI Agents & Crypto Wallets(18:26) Crypto Policy(25:05) Turnkey Roadmap(27:02) Contact Turnkey 

Send us a textIn this engaging conversation, Bob Sorrentino interviews award-winning author Carmen Amato, who shares her Italian heritage and family history, particularly focusing on her roots in Calabria. They discuss the journey of Italian immigrants to the United States, the challenges they faced, and the vibrant Italian-American community in upstate New York. Carmen reflects on her upbringing, the influence of her family stories on her writing, and her experiences during World War II. She also shares insights from her career in the CIA and how it has shaped her fiction writing. The conversation touches on travel experiences in Italy, the importance of genealogy, and the secrets of family history, culminating in Carmen's future writing projects.Carmen Amato is the award-winning author of 18 mysteries and thrillers. Starting with Cliff Diver, her Detective Emilia Cruz mystery series pits the first female police detective in Acapulco against cartels, corruption and social inequality amid the search for Mexico's missing. Optioned for television, National Public Radio hailed it as “A thrilling series.”Carmen's Galliano Club historical fiction thrillers include Murder at the Galliano Club, which won the 2023 Silver Falchion Award for Best Historical. Her standalone political thriller The Hidden Light of Mexico City was longlisted for the 2020 Millennium Book Award.A 30-year veteran of the CIA where she focused on technical collection and counterdrug issues, Carmen is a recipient of both the National Intelligence Award and the Career Intelligence Medal. Originally from upstate New York, after years of globe-trotting she and her husband enjoy life in Tennessee. Website: https://carmenamato.net/linksNewsletter: https://mysteryahead.substack.comFacebook: https://facebook.com/authorcarmenamatoInstagram: https://instagram.com/authorcarmenamato Carmen Amato's family hails from Calabria, Italy.Italian immigrants faced significant challenges upon arriving in the U.S.The Italian-American community in upstate New York is rich and vibrant.Carmen's upbringing was heavily influenced by her Italian heritage.Her writing is inspired by family stories and historical events.World War II had a profound impact on her mother's life.Carmen's career in the CIA provided unique insights for her writing.Traveling to Italy evokes a sense of home for Carmen.Genealogy research has uncovered family secrets and stories.Carmen's future projects include more historical fiction inspired by her family. Turnkey. The only thing you'll lift are your spirits.Italian Marketplace LLCOnline tee shirts, hoodies and more for ItaliansGalliano Club3 utcasts try to outrun the past, to end up at the Galliano Club, where trouble is always on tap.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showPurchase my book "Farmers and Nobles" here or at Amazon.

Title: Why Most Capital Raisers Will Get Sued in the Next Crash with Rob Beardsley and Craig McGrouther Summary: In this episode of “Fund Friday,” hosts discuss the innovative solutions offered by Tribe Vest, a pioneering fund-of-funds startup, which is poised to transform the landscape for emerging fund managers, investors, and capital raisers. Guests Travis Smith and Seth Bradley delve into their personal journeys and the genesis of Tribe Vest, highlighting the advantages of adopting a fund-of-funds model that enhances compliance and increases access for numerous accredited investors. They detail how Tribe Vest supports fund managers through its comprehensive services, allowing them to raise capital efficiently while ensuring legal and financial compliance.   The conversation unfolds various industry challenges faced by fund managers, such as the difficulties in connecting accredited investors with good deals and maintaining compliance in the ever-evolving regulatory environment. Smith and Bradley underscore the essence of Tribe Vest, focusing on its operational efficiency—providing essential support like K-1 tax distribution, capital-raising infrastructure, and investor onboarding—all streamlined with technology.   In conclusion, they not only spotlight the competitive pricing and quick service turnaround of Tribe Vest but also express their commitment to fostering a landscape that democratizes access to high-quality investing opportunities while empowering fund managers. Their vision seeks to break down barriers traditionally faced in private investment, paving the way for a more inclusive investment future. Links to Listen and Subscribe: https://podcasts.apple.com/us/podcast/fund-friday-e49-the-cost-effective-way-to-launch-a/id1511202840?i=1000673582673 https://open.spotify.com/episode/4tLAtXFe3OrqtCwyc7gfBE Links to Watch and Subscribe: https://www.youtube.com/watch?v=GVgT4GMrPPI&t=70s Bullet Point Highlights: Tribe Vest revolutionizes the fund-of-funds model for emerging fund managers. The connection of accredited investors to high-quality private investment opportunities is crucial yet challenging. Efficient operational support, including compliance and investor onboarding, sets Tribe Vest apart. The need for compliance amid industry scrutiny has shifted sentiment towards fund-of-funds for risk mitigation. Tribe Vest empowers fund managers by providing an institutional-level infrastructure for capital raises. Cost-effective solutions allow fund managers to focus on relationships rather than administrative burdens. Quick setup times (just five days) streamline the capital-raising process for fund managers. Transcript: welcome back to another episode of fund Friday this is going to be a very nutrient dense jam-packed episode with two amazing people we just had the pleasure of connecting with them once more at our Flagship uh summon event in New York City the gentleman behind tribe vest here a cuttingedge fun to fun group VC backed the whole nine this is going to be such an important episode for all you emerging fund managers you Capital raisers Maybe investors who kind of want to know behind the curtain what's going   on and also just from a structural perspective as to how we've been able to scale our business safely and compliantly but with that said let's give a warm introduction to Travis Smith and Seth Bradley how are you both today good craigg good to see you it's been just a few weeks since we were in New York together which was an awesome event glad to be here yeah well there's been a lot of great updates to the product that tribe is offering since our initial conversation we had so I would almost even argue um for the   better Awards you can maybe even scrap that episode for future purposes don't need to look back because we're going to cover that and then some here today so I'm absolutely elated and thrilled to talk about that so let's get right into it and just to start with for some some context because we're gonna just keep it moving forward here how did Seth and Travis and the team have tried best kind of Forge and kind of come together from you know this Alliance from a business perspective yeah tra you want to kick that off man   sure sure and look you can't scrap that first episode because I think it's the first episode yeah like we're in the record books at this time right yeah so yeah no look uh me finding Seth and Seth Finding Me is a big part of our story no doubt really uh in early 2023 we had built out the infrastructure and the technology uh we' even been challenged by our clients to build out the back office where we do all the distributions cap table management uh k1s taxes and um but I hadn't quite figured out the fun to fun portion of this yet   and uh good story you know met Seth Bradley at a a conference in the British Virgin Islands where we were both speaking at the event uh both of our wives were there and uh they hit it off we hit it off and just had a wonderful wonderful week and weekend and um and that was when Seth kind of really opened my eyes to um this opportunity Seth you know how how do you remember it where where you know how how did it go from there yeah well funny enough my my pitch or my speaking engagement was on fund of funds it was   it was teaching the group about fund of funds what is it how can you how can you go from basically a passive investor and and start a business raising capital and and fund of funds is kind of the the next step and at the same time the industry was was pivoting there was uh you know there were Winds of Change so to speak from the the cgp model and people were starting to really take the fun of funds model more seriously and take a deeper look at it and the timing just couldn't be better as Travis was   taking his company and and trying to make it pivot himself into the the syndicator and the fund and the capital raising market and you know originally there was a cgp type of model that was being uh thrown around and actually had a good bit of success Travis right going into uh earlier that year and you know I I we just got into some deeper discussions about where the market is and where it's going and the market was really going to fund to funds and I said' look Travis if you're going to if you're going to take this business to   the next level get ahead of the game like this is where it's going it's going to fun and fund is kind of getting away from the cgp model so if you're going to build a product around that market really should focus in on fun to funds yeah I mean and I'll just go as well just to to piggyback off that timing is so funny there because I think it was roughly around the summer of 2023 when fun to fun was the biggest buzzword in the industry what is a fun of fund how does it work why is this the most compliant way do I need to do it what is   it how does it structure everything included there so we're going to unpack that all there but it sounds like Travis you might have had an additional comment well I was say it really it truly was right place right time for Seth and I to meet you think about leading up to that it was the becc 2023 and there just all these Rumblings with some some bigger names in our industry that were under an investigation for the CP model and that was really how the industry was working with capital Partners at the time and uh   collectively realized that there's got to be a more compliant better way and there I was with a two-thirds of the solution talking to Seth who rep represented the the last third of the solution so really was right place right time and and uh you know we're we're we're so glad to be partnered together and and solving a big problem Big Challenge yeah well and let's get right into that problem so the the problem of the industry so how can someone like loans start Capital safely compliantly bring dollars into our deals from   outside investors fund managers capital allocators and opportunity so what is the industry problem and what are you guys both solving Seth I I'll hand it over to you I think from a big industry problem I mean there's just the age-old you know you have awesome lead sponsors that are working hard finding great deals private deals out there like Lone Star and and then on the other side there's over 20 million accredited investors that want the benefits of private investing they want the the benefits that come with real estate they   want cash flow they want tax advantages uh you know they they want the appreciation all those things that are Why Real Estate so awesome they want to invest with these lead sponsors in these deals but as as we know unless you're kind of in a country club or in the network it's really hard to access those so that's the big problem the big problem is we have great lead sponsors with great deals and then on the other side we have have awesome accredited uh investors looking for those deals meanwhile they can't find each other and   uh they don't know how to access them and so the the industry as a whole you know a big conduit to solving that is this Capital Partner right the fund manager and Seth I'll turn it over to you kind of again maybe start with how the industry was solving it and what the problem was with that right yeah I mean I think you framed it correctly it's it's access we know these these accredited investors are out there there's Millions U maybe tens of millions out there in the United States that um maybe they know it maybe they   don't but they they might want to invest um they need educated they need access to Deals and on the other side you've got uh lead sponsors you've got fund managers you've got Capital aggregators who want to get access to these folks and we work on that in our business every single day about how do we reach these accredited investors um and then we all have our own little networks of people that we can raise capital from and that we know and that they no like and trust us to be able to place their   Capital with us um you know since the jobs act in 2012 which is um what enabled us to start going out and soliciting and advertising um in the public uh for deals and raising capital in that manner and the the problem is that everything's been great since then up until covid right the real estate market has just been going absolutely through the roof so anybody that decided to jump into the the sector during that time had success I mean you could just you know throw paint in a wall and you're G to have success because the   market just really helped us out a lot like you had to make a lot of mistakes operationally um for things to go wrong right I mean you really did you really did um not to not not Lone Star Lone Star is awesome right you're you're absolutely right no you you you hit the hammer on the nail there for sure yeah and it's uh you know until covid hit and we got that little blip and that was just kind of a you know something that you know came and went um but now you've seen in the last year and a half or so   the market has slowed down um you've seen Capital calls you've seen um you know some SEC um interactions with folks and trying to see if Capital was raised correctly things like that um kind of looking into how the market evolved the market evolved beginning with a cgp model um you know initially the C GP model was thought to be compliant and if it executed properly it is compliant if you have all people in a group that are raising capital for their own deal they're all active participants they're   all General Partners they're all executing the business plan and participating in decision-making all good that's an age-old uh way to do business and it's been done for all the time right like you've got Capital you've got people actively participating and all is good but just like anything else you know us entrepreneurs we like to go around the edges and try to pick and choose like oh well can we do this or can we do this let's push the limits and unfortunately the market kind of changed into this this um this thing   where we push the limits too far and we've had 10 15 20 CPS in an active deal where you know really all they're doing is Raising Capital right like we might try to say on paper that this person's doing that and this person's doing investor relations and this person's doing a little bit of underwriting which all may be true true but at the end of the day if the SEC comes in and says let's take a look at your whole business plan plan with this particular asset in this particular offering and see how you   raise capital and who's doing what and they're going to look under the hood and they're going to be able to figure it out they're they're smart people back there they can figure out what you're doing they can figure out that hey this person raised uh $200,000 and got 2% and this person raised $600,000 and got 6% it's pretty easy to put those pieces together um but like I had mentioned before the market you know kind of went our Direction and there were really happy investors nobody was upset nobody   was suing nobody was asking questions and now since the market has changed you've seen the capital calls you've seen the foreclosures you've seen the investors upset um and now that's what Travis was alluding to earlier is there were certain folks in the industry that were um you know getting interviewed by the SEC I don't think anything ever came of it but it was enough for people to be like look we've still got to raise Capital we've still got to do these deals somehow what other way is there to   do it that's more compliant than this cgp model that the industry has turned to and the answer is fun to funds and it's always been fun to funds you know there's people out there that have preached that for years but it's just a little bit you know more nuanced a little bit more complicated a little bit more expensive so people have stayed away from it yeah so exactly and and thank you so much for painting such a Picasso beautiful picture here pertaining to the why before and why now and kind of the context there because I   think so many people are missing that why y component so you beautifully explained that so but then why is the fun of fund the route to do it in because it's pretty similar right and fun of funds to your point have actually been around for really not going to say forever but for a long period of time so just curious to know you know why fun of fun is this the solution from a client's perspective and and things of that nature yeah and we can and Travis jump in here whenever you want but we can kind of go through um with each   stakeholder why why it's compliant why they love funded funds maybe why they don't you know let's talk about the pluses and the minuses um I think we can start with the lead sponsor I mean for the lead sponsor um to me there's there's really no downside and I'd love for somebody to may maybe making a counterargument to that but to me there there's no downside for the lead sponsor themselves right the people that are actually operating buying executing the business plan by them creating a level of Separation through the fund to funds   model and not uh inviting other folks into their deal to raise Capital they're creating they're creating uh risk mitigation and dissipating liability for themselves right and they don't have to worry about bringing people into their business because it's a totally separate offering that the fund manager is going to be putting out there separate from the actual lead sponsors right and and uh another reason why the lead sponsors love it other than it's compliant creates that separation is it's way more uh efficient   way more efficient when you're working with a capital partner and they're the ones that are pulling the fund to fund they might be bringing in five 10 15 20 investors into their fund to fund well uh they can coordinate that from a sales perspective and then also on the ongoing Administration right it's one line on their uh on their cap table right so instead of getting 15 smaller checks you're getting you're getting one big check and it's just way more efficient and way more safer is is Seth said too yeah and your your listeners   are are very educated but just in case there a few out there that are wondering I mean the the fund of fund itself is just an LLC it's just a a group of investors it's a you know somebody managing that which is the fund manager and that LLC or that partnership however you want to structure it legally is actually just a passive investor for the lead sponsor it's just going to be a big aggregated passive investor for the lead sponsor so I just wanted to clarify that yeah and then let's talk about from so   and there's also been some Evolution I hit on that word to start the conversation but before we were partnering or triest was partnering with this a couple handful of lead sponsors but there's been some Evolution so can we talk about how you guys have maybe handpicked and cherry-picked some of the top you know first and- class sponsors and how it worked kind of before and now the new product lines rolling out and how you know why fund managers are loving it and should even love it more moving forward absolutely yeah great great   question and great points here so you know as you mentioned Craig when we were initially rolling this out uh it made sense for us to to cherry pick and go work with uh the lead sponsors with the best track record the best reputation and we're proud to say that you know Lone Star is one of our earliest lead sponsor partners and um and then since then uh really we had almost a requirement where you had to go through one of our our lead sponsor partners and there's good reason for it we'll we'll come back to   that in a second but since if you're lead sponsor and looking to do this on different deals I'm sorry if you're a fund manager and looking to do a fun to fun on different deals working with different lead sponsors you can absolutely work with tribe best so and you think about the benefits of that right what you're what you're able to do is you can control your own brand right you you get to build your own um your your company you're building a business one deal at a time and from your Investor's perspective instead of them   going to one investor portal and then you know going to another deal that has another investor uh portal they can actually all come to one portal uh as you're using tribe vest so um I want to again just point out that fund managers can now uh absolutely work directly with us they don't need a lead sponsor now I will tell you this think about the benefits though you do get when we are partnered with the lead sponsor and lonar is a perfect example of that right lonar has done the work to say look if   you're a capital raiser you get these marketing resources right you get we we'll we'll put together a you know a deck that you can configure um we've thought through all the economic for you so if you're wondering how to communicate the terms and the returns you know lone Stars gone as far as adding it to their their underwriting spreadsheet so you can play with the numbers calculate it and that's a huge deal right and so all these things that a a lead sponsor partner of ours like lonar does just makes it so so much more   seamless when we do engage with the funder manager right we don't have to go back and kind of figure out well what are the economics and and how are you you know doing uh you know commitments from your investors all those types of things so fund manager can absolutely come and work directly with us it's still way more smooth because we already have the offering docks ready we already have the calculator ready we already have marketing materials right all those things are reasons why by working with   one of our lead sponsor Partners just makes the experience that much better for you and your investors yeah and just a little back and for a lot of people who may not be privy to this but if you are a capital allocator specifically that we're talking about in this situation who is looking to work with the loans or capital or a group similar to us your other sponsors there's just some groups that are just not really built or have the infrastructure in place to really streamline the funto fund process I.E and the underwriting   model IE it already been kind of baked in there we've done this before some groups are kind of in Old way of doing things maybe they only do a couple deals a year that's totally fine I'm not saying that's a bad thing but they might have to create a funto fund breakdown economics setup for the double waterfall there where everyone gets paid out the investors get their returns that should be you know similar to what our investors get and then the fund manager needs to figure out his compensation for   his basically part in the opportunity so we have that baked in and we've done this now enough times to know how this is going to look and actually as a matter of fact to go through that process even one step further before we even go to public or live with the opportunity to even start the capital raising those numbers are ironed out those numbers are in place you know what's going on it's not a scramble drill amongst everything else to get your partners going so on and so forth when you do partner and work with us   which is a key benefit to do and solve for one of the most important uh places in the capital raising you know equation which is speed and time so we kind of shrink that time Gap versus other groups when do that or the other people that you work with which is highly crucial there are a lot more groups now that are tailored to the fund of fund but not every group is um so that's the exciting thing and then going back to now being partnered with a fund manager at at the fund manager level as much that's   amazing for a multitude of things number one if you're a capital allocator fund manager we don't see who your investors are because as Travis alluded to it's one check going into our opportunity so you get the shield and Sheltering in that perspective in that equation there so that's number one number two is we're not going to create the other big problem in the business I would say which is Portal fatigue so it's not a big issue it's not the endl be all but you know if you're let's say a alt uh a   big alternative investor guy right guy or gal person what's GNA end up happening let's say if you've got five to 10 sponsors you're probably going to have you know a bunch of different portals to go into but if you work with a couple of capital raisers who only use triest as your back office well that's immensely beneficial because you can just keep your accounts there so I just want to really highlight those two things and if you want to expand on that further please feel free to do so yeah I mean I'll jump in for sure I   mean you know I've got to mention again compliance right like think about you know the fun to fun model where the fund manager is going to create their own business they're going to create their own entity that they're going to manage um that going to administrate and they're going to operate so by doing so yes there are more responsibilities you are running your own business you are taking accountability for you and your investors and your business but uh on the flip side of that is hey the old CP   model you're getting into bed with all these other CPS that you don't even know I mean you may they may be an acquaintance off of social media or you might not even know who they are at all let alone the lead sponsor so if one of those folks does something wrong you guys are all in the same boat like you're not just taking care of yourself but you've got to worry about all the other people that you're in business with and if they do something wrong they're going to put your investment and your past investors um in a bad   situation and let's get to the next idea which is some of the problems that some people have experienced with a fun of fund that I think you guys are really really Cutting Edge on to solve for them so let's just talk about maybe a couple of the problems which I think is you know the expense I think there's a lot of misnomers about how expensive it can be um and also what you kind of solve for it how you bundle and Pat package it together because if you're the typical person that's going to be very expensive   but that's why we love you guys uh the administration burden and then also time so let's T let's just kind of break down those problems there how you see fit accordingly and uh we'll let you take it away again SE I'll let you jump in because you were saying you were just at a conference in uh think that uh maybe rais Masters conference in in San Diego and you the conversations you were having with fund managers once they kind of fully understood what we did and how we did it it really kind of uh popped   for them so anyway I thought since that was fresh i' I'd ask you to to talk about it yeah I think people that have any kind of experience uh raising Capital under when they hear about all the things that we do and for the amount of money that we do it for they are absolutely blown away I think the problem that comes up is that it's a misunderstanding of what we do and what we are so a lot of folks that don't understand will put us in a category of just being an investor portal they'll be like hey triest is like cash flow portal   or like syndication Pro or invest next or one of those and they just kind of lump Us in with them and we're like that's the smallest thing that we do the smallest thing that we do is the investor portal that's that's one of the services that we provide but we provide everything Soup To Nuts I mean from start to finish I mean it includes everything that you could possibly imagine I mean from getting your EI and letter to setting up your LLC to opening your business banking account to doing your legal documents and setting those   up for signatures for your investors and actually onboarding your investors or hurting the cats I was going to say you actually get a account manager to help you on board your investors professionally and uh yeah you mentioned hurting cats that's maybe one of the things that we're the best in the world at is helping hurt cats yeah I think that's something definitely gets so much fun Craig knows about it all too well yeah lot a lot of work lot of uh reaching out to investors lot of questions on hey where how how do we   fill out these form fields on these subscription documents right like where do we sign how do we fill this out what does this mean those things those they they take time they take effort um it's an administrative burden for you and your company and we take that off your hands and then we also Badger the passive investors till they actually send the wire right like a lot of times they get cold feet and you know we prompt them to to send the wire and actually finish their investment all the things that investor relations manager   might do we handle that now there's there's some teamwork involved as well because they're your passive investors but um you know we do the heavy lifting on on that side and then even on the back end we are managing your cap table so we're setting that up for you on our dashboard and actually making distributions to your passive investors now you can log on to your dashboard if you want to and send them out manually when you want how you want and what amounts but if you want us to just take those over pursuant to the terms of your   offering documents we'll handle that as well it's amazing and and the and the taxes yeah I think Craig tax can't forget the taxes yeah the taxes k1s again one K1 comes in from Lone Star uh we we of course at our core the banking and the cap table so we have the ownership percentage makes it easy for us to and our CPAs to create that K1 for each one of the members we distribute it they find it right in their uh document Management on their dashboard and uh literally two days after After we receive the K1 your   investors have the K1 so think about that and I know everybody's going through tax season here yesterday was kind of a a big day uh but it it's um it's a it's amazing that it really speaks to the technology that we have that we can receive the K1 on behalf of the the deal and then create those k1s in two days and distribute them to to the members I was just going to make one last Point Craig you know I think if you think about what we do if you think about an Institutional level group or fund so I think the way   fund managers can think about what we do is we really bring this institutional level uh setup legal Administration so think about a family office all the organization all the administration everything they need to have in place to operate well we bring that down to the individual level so you can have that institutional level Administration and setup as a you know a oneman business and therefore you can you can really build a business and a brand here's the thing one deal at a time you don't have   to go invest tens of hundreds of thousands of dollars you can do this one deal at a time because try best is in the business of of helping you uh launch a capital raising business efficiently amazing so let's get into the next two components which is expense and time so let's talk about time and then we'll bring it home for the the of course the the elephant in the room which is what is this going to cost me so let's get into the time factor and how long it takes to set everything up from Soup To Nuts from Hey I want to   work with the deal to you know funding and things of that nature Seth you want yeah yeah I'll jump in um timing wise you know we are industry leading in that in that as soon as you give us the basic information that you that we need for your fund of fund so you know just simple stuff like what do you want to call your LLC what do you want your preferred return to be what do you want your profit split to be those those things that you're going to make some decisions on as soon as you get those items to us which is in a simple   form that we provide that you fill out and we walk you through that as well we can have your business banking account and your LLC set up in two days and we'll have you ready to raise Capital meaning we're going to have your legal setup we're gonna have your business bank account open all those things done within five business days so that's why you know it's we should emphasize what Travis said there that it's a deal based decision I mean you can come to us with a deal that's already that's already   under contract that that maybe the lead sponsor is already raising for and say hey look I want to raise for this deal but I've only got a few weeks to go that that's plenty of time for us to to jump into action so it's really tough to do that with let's say you know if you came to me and I have my security attorney hat on i' would be like there's there's no way we we've got to get this going weeks before that like you've got to give us some setup time um with triest we've we've got it streamlined   and efficient to the point where five business days you're raising Capital that's incredible and that's just really a big X Factor that should make everyone feel comfortable with the process because you know there's situations just like go out a sponsor level here where hey a capital raiser might have not been able to get an allocation to deal because of the commitments were there and guess what someone Falls up short well now as you know as a sponsor whatever dollar is not coming in you got to make up for that so it's kind of a a   moving moving Target a kind of moving goal post in many respects so it's very nice that five days you're in you're out you're ready to go to the next that is awesome and then the next thought I have there is a capital allocator maybe you were late you're on vacation and there's this great deal that maybe your inbox is flooded and then one they you know peaked your interest and you could get the space into it well hey the deal could be live but you could have a five-day window to get your turntable   going to raise Capital safely and compliantly um in within this structure and infrastructure yeah great great points again I'll just come back to the benefits of working with some of our our lead sponsor partners like Lone Star so you heard Seth say hey as soon as you have all these things in order and you push the tri the tribit button we spring into action and you're ready to go right well you do need to have certain things figured out before you hit that tribit button and again the nice thing of   working with a a group like lonar amongst many other reasons is they have really ironed out the program the fun to fun program so if you're coming through them you already have those things figured out you hand them we get handed off or you get handed off to us and we're you're pushing that button and in five days you're ready to do onboard investors it's incredible that's amazing now the final thing what people have been waiting for what does this cost cuz you have to think for the amazing benefits   and the amazing opportunity you get to raise in this time and environment this has to cost a fortune maybe there's a massive upfront cost you know I'm not going to get into names but some groups charge an arm and a leg to get things set up if you want to do the more Boutique bespoke route where you're doing everything yourself without a name brand in a sense of the the setup you've got to go through the painstaking process of finding a Seth and a Travis and a this and a that to get all your documents ready to go however it's   pretty cost efficient and effective here so let's get into that I'll let Travis speak to our pricing at trivest but I do want to frame it with this when I worked in big law and you know massive Law Firm thousands of attorneys you would come to our law firm and want to put a fund of fund together or you know maybe even a more sophisticated fund but our prices started at $75,000 I think a lot of people out there in the industry are used to seeing kind of oh yeah maybe it costs like $115,000 maybe it cost $12,000 $225,000   on the top end when you get into the big leagues $75,000 to start and that's just your first drafts of your offering documents and then maybe one round of revisions and then we start charging you $1,000 doll plus an hour um to get across the finish line and that is just the legal by itself and guess what you may get there and then some could change a Nuance could happen and guess what you got to start it all over again and make further res revisions and have more billable hours to your incredible   attorney like s uh these people make a lot of money okay so this is a incredible opportunity to be in a very nice spot here where it might be cheaper and to your point there about that dollar fee I'm hearing 25 Grand from certain Services I'm hearing 75k 50k to make it do it yourself and for some people that's great that's fine that fits into their budget but for I would say the most people that are doing this that probably makes it to a point where you're paying to raise capital and that's what we're looking to avoid and   solve with try this so with that said Travis lead us away absolutely no what a great discussion and I teased Seth all all the time about his his industry it is it is it's the establishment right so we're disrupting The Establishment no doubt about it and uh so we just talked about what it would cost kind of going the more traditional routes well we're able to do everything that we just shared with you the setup the legal offering do uh the banking the uh helping of the onboarding setting up the cap table you   know doing the servicing of the filing for you all that for $5,000 so literally say that one more time please $5,000 yes only $5,000 and here's the other thing right when we talk about having the economics of the fun to fund set up and again getting back to the benefits of working with loone star is they've they've figured out the terms and uh even added in all the expenses of tribe vest right so that $5,000 is actually included in those in the economics so it's you don't have to kind of add on additional uh cost it's all in   there right and and you can do that with tri best because it's contained there's there's no creep of cost right and and I think it's also important to call out how we're able to do this is we have made a very firm box of what we're doing of course we've we've tailored it to these deals like to these deals so everything's in there that you need including the compliance includ you know everything we just talked about um but that's how we're able to do that this at scale and TurnKey and done for for you   so it's $5,000 to set up now we could also talk about what's it cost to administer this over five five years six years right most of these business plans are five years before they're exiting you know working with an administrator an Administration uh you know administrator you're talking about $155,000 a year well with tri best it's $2,000 a year remember we're doing all your uh distributions for you your cap table management that includes your k1s your taxes so you know anybody that's done this before they're like   it's more than $2,000 just to do the taxes every year right never mind you get the portal your investors have a a dashboard to see all their Investments and and set up their payout accounts and they get to see when their distributions are how many distributions they've had that's all there and and the distribution so anyway it's you know I think about we we mentioned right right place right time Craig and we've talked about all those things that kind of lined up for us but the industry has been trying to   figure this out and we just like to think that we're a small part of it we're that technology that kind of was the major unlock that kind of opened up the floodgates if you will and um and now our job is to go out there and tell people that this exists like this tool in technology is available for you and you should build a business on it yeah I want to make some other kind of comments and points there so you hear right there so just to summarize that it's $5,000 takes five days and it's you know   roughly $2,000 maybe a little bit more depending on the number of investors you have in the opportunity but all that's fine and dandy but if the product wasn't good that is where the problem is and it's sucks and I mean it sucks to spend money for something to not work well and people's experience that we've worked with have really liked the infrastructure of the product what it solves for because I think I'm someone personally that I am not afraid to spend a dollar I'm very good at spending money   but I like to spend money in areas where it's actually worth the money and I've had very good reviews here from people who have of course used the product so I just want to share that right there and that's kind of been some of the burden with some of the other products out there as well you spend a lot of money for the technology to not be great I mean Travis has a background with tech so inherently having that there to have the infrastructure be supported by a good product is the difference between   coming back and not coming back so I just want to tip the cap there to make it not only a good product but also have people come back to it but um it being cost efficient and effective as well and then the other time factor that I want to speak on is more from a sales perspective being someone that's been in sales by basically my entire career since I was 21 um almost a decade of sales in real estate specifically the last thing that I want to worry about and think about and do is uh had there be a burden of having you know to go   through Administration stuff talking to an attorney doing this doing that doing everything that's not shaking hands and legitimately moving the conversation forward and funding dollars into the account and what tribe best solves for is a cost- effective route with good technology and done quickly where you don't have to think about any admin stuff I want to connect with people I want to talk with people I want to grow the relationships and raise the capital I do not want to deal with in the your   view and the peripheral stuff and I'm sure you guys can appreciate that sentiment and also I've had people say similar things as well it means a ton to hear you say that of course that's we're building our business on fund managers coming back and building their business on our platform so um you know it's funny as as the founder and you know always improving and growing uh the the the the business and our solution We're Never Satisfied and um we always think we're disappointing in terms of the experience   or and we can be doing this better and we can right and we will but when we get feedback and we we do net promoter scores and get the feedback back from the fund managers and we get you know seven plus you know would you recommend this to friends and family and would you come back and that's just a super high rating if anybody's familiar with it and um and we're we're we're proud of that but we are just getting started I mean we are just getting started so I think we nailed the fact that we bring a ton   of value you know you're getting a good value uh but now we're going to really wow you and your investors that's our goal and uh we're going to keep pushing yeah so let's talk into maybe just the mission as the why you know why you guys are so passionate about this and want to create this product because you both are really smart guys you're very successful prior to this endeavor and Venture so you know why is this your mission and in your day to-day right now because you have the option of working so and doing   really what you want to do so let's talk about that maybe man that's Travis that's you again buddy you're the you're the big picture guy bring it oh man no look I think Seth and I this is personal for both of us right um my brothers and I wanted to get into real estate we didn't come from a real estate family you didn't get it you know that education in in school and we did what you know we've been doing since the beginning which is you know you come together with your tribe when you need to figure something out and that's what   we did and we we we started a a a tribe pulled our capital and started investing together and it changed our lives and it changed the trajectory of our of our family's Financial lives and um and that's why we're doing it um you know by doing this the fund managers right they're they're the they're the heroes in this movie the fund managers are the heroes in this movie that's how millions of investors are going to get access to these deals like the wealthy right we all know why we love real estate it it's   it appreciates it cash flow there's tax advantages you you name it there's a reason why the wealthy invest in these private deals these private real estate deals well most people don't have access to it the conduit to getting into those deals are you are the fund managers are those Capital raisers we're just happy that we're providing a tool for them that makes it easy that makes it easy but as you can tell we're passionate about it Seth I mean he he was a capital Riser right Seth's done a lot he's an   entrepreneur but he knows how hard it is to be a capital Riser and uh maybe you could talk a little bit about what what's motivating you s yeah I mean just quickly you know I took the the Bigger Pockets route so to speak you know read Rich Dad Poor Dad startlist to the Bigger Pockets podcast did a house hacked into a duplex and then started buying single family properties fixing flips and then started investing you're a grinder grinder just level by level by level right um started investing passively in deals when I   became a little bit more sophisticated um and then I was like okay now what now I want to be on the active side and at that point I really wanted to switch over to not practicing law whatsoever I was like screw this I'm leaving Big law I'm not doing this anymore I'm only going to invest in real estate um but then kind of along the the Journey of becoming an active investor and a syndicator and capital Riser I realized that my highest and best use is actually still as a Securities attorney and I'm   pretty good at it so I've kind of integrated that into my real estate business and and use that to um uh join join triest which is at the Forefront of I think perfect timing in this industry right like real estate and legal are two industries that just move extremely slow they're dinosaurs they don't want change and they're resistant to any kind of change right so we've got to as entrepreneurs even if we're fund managers or passive investors that are looking to um diversify our assets or lead sponsors we're the ones that have   to propel this forward and say hey we've got technology now behind us we've got all these different tools and ways to do things we need to take advantage of that and at Tri bestest we're building that so like what we are today is going to be completely different than what we are in q1 2025 and Beyond we are we are constantly building taking in feedback from all of our stakeholders and and and looking to take over the market I love it well then let's just real quickly go back into this we've kind of touched on   it but maybe just more specifically how you do work with everyone from lead sponsors fund managers and I know you're obviously always going to conferences and masterminds you're very accessible in many respects but let's just get into you know how you work with everyone once more just to maybe spoon feed everyone a little bit more information yeah absolutely so the lead sponsor uh we help them form their funto fun program right and that's a huge Advantage for them uh that they can offer a turnkey   funto fund program to their Capital Partners their their Capital raisers their fund managers and we'll we'll actually sit down and talk about all the things that you need to do for that to be successful you know how are you going to work with the fund manager um economics we talked about that you got to build in the fun to fun economics into your underwriting you know uh how are you how are you going to give them access to the marketing tools those types of things and really the the blueprint is is um you know is Lone Star   so lone Stars uh leading the way as they do in most things out there and have built just an awesome fun to fun program and that's why so many fun to fun managers are working with them but um you know that's how we work with the the uh the lead sponsors and we talked about all the benefits of that cool and then go ahead Seth on the are any questions there Craig no I think that that was really well said um kind of building out the blueprint that many people don't have and just how it works and pertains   to us if you are a capital allocator you kind of have understanding of the deal functions and then there's a additional level there of of underwriting materials so you can raise Capital so you understand the ever important what's in it for me conversation you can assess your opportunity cost between us and other sponsor if you're looking at other deals and whatnot I'll tell you this right now I'll say it again and again again we under promise and overd deliver that's kind of the the Mantra that we   try to have here like everything we're probably never going to show you the highest Returns on projections um we like to beat our deals up as much as possible prior to going live because it doesn't serve us nor you the investors to see what the best case scenario is um we try to make it as modest as possible with our assumptions so you know we have our infrastructure for what the deal looks like from an underwriting perspective what your theoretical compensation could look like so these are things are just very important to   think about uh we want basically everyone to be at parody what do I mean by that well if you're a capital raiser looking to raise for our deals we want your investor returns and our investor returns to look very similar they're going to vary ever so slightly because there's a slight drag you know for the fees Associated to the deal what do I mean by that well there's the administration fees that could be about $2,000 so sometimes that by comes by way of affecting the cash on cash return minuscule from a couple you know basis   points I would say roughly about the what looks like but you'll make it on the back end for the lift and raise of the deal there when the deal goes to sell so it's never going to be 100% similar because there are some you know technical nuances there but it is to be fair to everyone there and then you'll be getting you know a nice return on the deal that you raise for as well should there be profit split um above the preferred return so I just think that's a really important thing to hit on as to   how that fundamentally works now let's get into Seth with you over there on fund managers yeah fund managers we kind of touched on it already but you know we' we've changed our business so we're ready to work with fund managers directly um you know you can reach out to us and have an exploratory call if you want but really when you have a deal or you have a lead sponsor that you're ready to to work with that's really when we can spring into action um make that introduction reach out to us make the   introduction to the lead sponsor we can start going to work and again we can have you uh once we have the the information and and the things that we need from all the stakeholders we can have you up and running in five days and you know I'll just go ahead and talk about the passive investors too because they are really important maybe the most important I know a lot of those folks are are listening right now and just know that that's on our that's always on our road map to make the passive investors happy to make that user   experience awesome and streamlined and um you know just just an awesome experience for that passive investor because ultimately that's who we're serving we're trying to reach the passive investors let them get their money moving and so they can uh create multiple streams of income and we want to make that experience awesome for them because if they're happy then the fund managers are happy and the lead sponsors are happy too yeah there's two things that this show is about it's about the for this particular episode two things   it is the fund manager to be safely raising money in an everchanging business business and it is all about at the end of the day the investor the investor is the straw that stirs the drink they are the king of the beach so to speak they're the ones that this is all about for us to be able to give people who may not know that they can invest in those beautiful commercial real estate buildings that we drive by all the time you know it's sad to think that you know that's not in the hands of Main Street so to speak you know a   $50,000 investment gives you access uh to that product type now I'm not saying that's where every dollar should be you should have money probably in the stock market maybe you should have some money in your primary residence maybe you don't believe that mattra but you should have also some money in these institutional grade ACC or assets and that's what we're delivering here and it's so fun to be in a conversation with you both because you guys really are creating and are the future so it's cool   to be in in the moment to be having the conversation now but to be also progressing accordingly with with you all moving forward we just appreciate the partnership there's a reason why when we were cherry picking our initial lead sponsors that we we started to work with lonar and uh just you know couldn't couldn't tell you couldn't tell you how much we appreciate uh this partnership and and like you looking forward to what's to come in the future here yeah well with that said we could talk forever but we got to wrap it up at some   point so let's do that now Travis and sth thank you so much for giving us so much of your time here being generous how can people reach out with you want to learn more with maybe partnering at a sponsor level investor level and or a uh fund manager level absolutely LinkedIn is always the best place to kind of find me and follow me let me know you you heard me on this show I'd love to connect with you and uh and then you can email me and we'll also have a link on the show notes Here If that's uh if that's uh okay yeah of   course you can check out trib vest.com obviously and then for me you can find me all over any social media platform so feel free to reach out excellent well gentlemen thank you so much for your time today for those listening I hope you enjoyed this informative conversation about how the industry is moving and grooving and Ever Changing uh so we'll see you next week everyone have a great rest of your day peace Links from the Show and Guest Info and Links: https://www.youtube.com/watch?v=GVgT4GMrPPI&t=70s https://www.structuringandraising.com https://www.lscre.com/content/passive… https://www.lscre.com/resource/underw Seth Bradley's Links: https://x.com/sethbradleyesq https://www.youtube.com/@sethbradleyesq www.facebook.com/sethbradleyesq https://www.threads.com/@sethbradleyesq https://www.instagram.com/sethbradleyesq/ https://www.linkedin.com/in/sethbradleyesq/ https://passiveincomeattorney.com/seth-bradley/ https://www.biggerpockets.com/users/sethbradleyesq https://medium.com/@sethbradleyesq https://www.tiktok.com/@sethbradleyesq?lang=en Rob Beardsley's Links: https://www.linkedin.com/in/rob-beardsley/ https://www.facebook.com/RobBeardsleyLSC/ https://www.lscre.com/team/rob-beardsley https://www.instagram.com/robbeardsley8/ https://www.facebook.com/RobertToddBeardsleyIII/ https://x.com/RobBeardsley3?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor https://www.tiktok.com/@robbeardsley3

Feeling stuck investing only where you live? Many believe local real estate is their only option but what if you could build wealth from anywhere?On this episode of the Not Your Average Investor Show, we're joined by Michael Santorios, a highly mobile JWB client who retired at 53 after building a long-distance rental portfolio that gave him freedom and peace of mind.Join JWB Co-Founder, Gregg Cohen, and Show Host, Pablo Gonzalez, as they talk with Michael about:- Overcoming the “time crunch” of hands-on, local investments- Leveraging a 1031 exchange to build a remote portfolio in Jacksonville- Achieving stress-free passive income and a truly mobile lifestyle through JWB's turnkey model- Gregg's insights on “time ownership” and how Michael's portfolio gained in appreciationThis is a powerful conversation for anyone looking to break free from traditional real estate constraints and embrace a truly location-independent investing strategy.Listen NOW!Chapters:00:00 Introduction and Welcome02:19 Michael Santorios' Real Estate Journey Begins03:42 Gregg's Similar Start in Real Estate04:41 Challenges and Realizations in Property Management05:03 Transition to High Tech and Expanding Portfolio07:15 Meeting Gregg and Formulating a Plan12:42 Achieving Financial Freedom22:59 The Importance of Team and Market Selection29:29 Advanced Real Estate Strategies and Tax Benefits31:04 Promoting the Jacksonville Real Estate Market Report32:13 Introduction to Jacksonville Real Estate Report34:11 The Importance of Local Focus in Real Estate35:16 Michael's Referral Success Story36:02 Understanding Investment Portfolios and End Games37:45 The Benefits of Real Estate Over Stocks41:44 Michael's Real Estate Portfolio Breakdown44:02 Tax Strategies and 1031 Exchanges48:03 Michael's Retirement and Cash Flow Strategy57:44 Final Thoughts and Community EngagementStay connected to us! Join our real estate investor community LIVE: https://jwbrealestatecapital.com/nyai/Schedule a Turnkey strategy call: https://jwbrealestatecapital.com/turnkey/ *Get social with us:*Subscribe to our channel  @notyouraverageinvestor  Subscribe to  @JWBRealEstateCompanies  

✅ FREE community: Join 33K+ hosts growing their wealth with STRs: https://www.facebook.com/groups/284886002732508/?mibextid=oMANbw✅ FREE tool and training to find your own Super Property: https://go.buildstrwealth.com/superpropertygrader

Send us a textIn this conversation, Bob Sorrentino interviews Nick Cimino, who shares his journey of exploring his Italian roots and family history. Nick discusses his family's migration from Sicily to the United States, the challenges of finding Italian products in Texas, and his passion for ancestry research. He recounts his experiences visiting Sicily, connecting with relatives, and helping others with their genealogy. The conversation highlights the importance of cultural connections and the joy of discovering family heritage.For more information, check out Nick's website Ancestor Puzzles and Facebook group Ancestor PuzzlesNick's grandfather was born in Lentini, Sicily.The family migrated to Omaha due to labor demand.Chain migration played a significant role in their settlement.Nick's interest in ancestry began with a family tree project.He organized Zoom meetings during the pandemic for genealogy.Nick visited Sicily in 2022 and connected with relatives.He helps others with their ancestry research through Ancestor Puzzles.Cultural connections are vital in understanding family history.Nick's wife has Native American roots and a rich family history.The conversation emphasizes the joy of discovering one's heritage.Turnkey. The only thing you'll lift are your spirits.Italian Marketplace LLCOnline tee shirts, hoodies and more for ItaliansDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showPurchase my book "Farmers and Nobles" here or at Amazon.

Think today's mortgage rates are stopping you from getting rich with rental properties? Think again. Today's guest built an 11-unit rental portfolio—starting in 2022, with high interest rates—and is cash flowing on each property. In fact, he's making more cash flow than most investors we know, even with still sky-high rates. How's he doing it with such little money down? No creative finance, no expert skills—Justin Albrecht is just following a simple, repeatable rental formula.  After moving back in with his mom, Justin was getting the itch to find his own place. The problem? This was 2022, where single-family homes for sale were rife with bidding wars. What about small multifamily properties, like a duplex, triplex, or quadplex? That seemed to be the sweet spot. With zero experience in property management or landlording, Justin took the plunge. Fast forward three years, Justin now owns four properties totaling 11 rental units, and just quit his W2 job to focus his full-time efforts on his rentals. He did it all without putting a ton of money down and dealing with 7% interest rates on most of his properties. Still, he's making sizable cash flow, impressive return on equity numbers, and living for free. Today, he's breaking down his blueprint. In This Episode We Cover The small multifamily rentals that average investors can use to build massive wealth How to unlock monthly cash flow even with interest rates at 7% (or higher!) Getting into your first real estate deal with just 3.5% down  Does the 1% rule still exist in the 2020s? Yes! Here's how Justin is finding these deals “Turnkey” rentals that are move-in ready but still produce serious cash flow  And So Much More! Check out more resources from this show on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BiggerPockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.biggerpockets.com/blog/real-estate-1159 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠advertise@biggerpockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

With the Fed's latest decision to hold rates, one thing became clear- tariffs are already affecting the real estate market.This week on Not Your Average Insights, JWB Co-Founder Gregg Cohen and host Pablo Gonzalez break down the role tariffs play in the Fed's decision, and other headlines to consider.We'll talk about:•⁠  ⁠Why the Fed's pause on rate hikes is tied to tariffs•⁠  ⁠What Florida's governor is proposing that has everyone looking at Florida real estate•⁠  ⁠Where the “10 Slowest Housing Markets” were reported to be, and which ones we agree with•⁠  ⁠and more!Listen NOW!Chapters:00:00 Introduction to Not Your Average Insights01:24 Welcome Back to the Show04:13 Discussion on Fed's Interest Rate Decision06:05 Impact of Tariffs on Housing Market13:05 Jobs Report and Fed's Future Decisions19:34 Ron DeSantis' Proposal to Eliminate Property Taxes25:06 Debating Property Tax Elimination25:44 Governor's Perspective on Government Spending26:19 Impact of Sales Tax on Different Income Groups26:54 Feasibility of Sales Tax Increase28:57 Potential Property Tax Rebate29:14 Revisions to Government Job Numbers32:52 Interest Rates and Mortgage Market36:59 JWB Cares Fundraising Update38:25 Analyzing Housing Market Data42:54 Long-Term Investment Strategies49:40 Conclusion and Upcoming EventsStay connected to us! Join our real estate investor community LIVE: https://jwbrealestatecapital.com/nyai/Schedule a Turnkey strategy call: https://jwbrealestatecapital.com/turnkey/ *Get social with us:*Subscribe to our channel  @notyouraverageinvestor  Subscribe to  @JWBRealEstateCompanies  

 Jon Schemmel has taken SBL Ventures from zero to 23 laundromats in 5 years! Learn how he's done it, the model he uses, the lessons he's learned, and his hopes for the future. Can laundromat be a passive venture? Is more always better? Thoughts to ponder in this episode of The Laundromat Millionaire Show with Dave & Carla Menz.Referenced Links: Our Guest: linkedin https://www.linkedin.com/in/jon-schemmel/ and website http://www.sbl-ventures.com/Our Sponsors: H-M Company Drain Troughs: https://www.draintroughs.comOur Website: https://www.laundromatmillionaire.comOur Online Course: https://dave-menz.mykajabi.com/sales-pageOur Youtube channel: https://youtube.com/c/LaundromatMillionaireOur Podcast: https://laundromatmillionaire.com/podcast/Our Facebook: https://www.facebook.com/laundromatmillionaire/Our Facebook Group: https://www.facebook.com/groups/laundromatmillionaireOur LinkedIn: https://www.linkedin.com/in/dave-laundromat-millionaire-menz/Our Instagram: https://www.instagram.com/laundromatmillionaire/Our laundromats: https://www.queencitylaundry.comOur pick-up and delivery laundry services: https://www.queencitylaundry.com/deliveryOur WDF & Delivery Workshop: https://laundromatmillionaire.com/pick-up-delivery-workshop/Suggested Services Page: https://www.laundromatmillionaire.com/servicesWDF & Delivery Dynamics: A Complete Business Blueprint: https://laundromatmillionaire.com/wdf-delivery-dynamics-a-business-blueprint/LaundroBoost Marketing Company: https://laundroboostmarketing.com/Clean Show Registration: https://the-clean-show.us.messefrankfurt.com/us/en.htmlLaundroworks: https://laundroworks.com/Todd Santoro – Clean Wash Systems https://cleanwashlaundry.com/Connecteam app https://connecteam.com/Alliance Laundry Systems https://alliancelaundry.com/Open Phone https://www.openphone.com/FasCard: https://www.laundrycard.com/products/fascard/Timestamps00:00 Episode 101 Intro 02:29 Jon's Background: Going from zero to 23 laundromats04:40 Beyond a Passive Investor06:52 Getting the 1st Store08:14 Full-time Job + a Side Hustle?11:28 Branding Across the Laundromats12:15 Focused on Turnkey or Fixer Uppers?15:50 Locations18:03 Building a Team20:42 Lessons from Corporate America22:13 The Laundromat Model25:53 Customer Service when Unattended28:01 Payment Systems & Collections30:57 Evaluating a Potential Purchase32:48 Staying Basic or Optimize Revenue Streams38:56 Tips for Managing 23 Locations – Controlling Collections43:50 Entities & Bookkeeping Strategies51:07 Building the Airplane as You Fly – Final Thoughts 

Click Here for the Show Notes In this solo episode, Melissa breaks down everything you need to know about turnkey real estate investing, defining it through her proven "3 P's" framework: Property, People, and Process. She answers the most common questions investors have, from how turnkey investing actually works and which markets to target, to financing options and the real pros and cons of this investment strategy. Melissa explains her four non-negotiable market criteria, breaks down the difference between cash flow, growth, and hybrid markets, and walks listeners through the entire buying process from start to finish. Whether you're frustrated with your local market's lack of cash flow or looking to build passive income through out-of-state rental properties, this episode provides a comprehensive roadmap for getting started with turnkey investing while avoiding common pitfalls.

Downtown Jacksonville is starting to feel different—and that's not by accident.New developments, ambitious planning, and private-public partnerships are creating serious momentum… but what does that mean for you as an investor?That's why we're bringing Bryan Moll, CEO of Gateway Jax, back to update us on what's really happening downtown, and how it could impact long-term rental property values. Join show host Pablo Gonzalez as he talks to Bryan about: - The strategy behind the Pearl Street District and why it matters for Jacksonville- What other developments are spurring up now that Pearl street has started- How to spot the early signs of explosive market transformation- What Bryan's work in Tampa and Austin taught him—and why Jacksonville is nextIf you've been wondering how downtown revitalization impacts rental investors, this is your chance to go behind the scenes with the guy leading the charge.You'll leave this episode with a clearer view of where Jacksonville is headed—and how to get ahead of it.Listen NOW!Chapters:00:00 Introduction and Welcome00:10 Revitalizing Downtown Jacksonville00:42 Introducing Gateway Jacks and Bryan Moll02:19 The Genesis of Gateway Jacks03:51 Pearl Square: Inspiration and Vision05:33 Placemaking and Urban Design07:46 The Role of Public Spaces and Retail10:25 Jacksonville's Growth and Future Plans11:36 Pearl Square Project Details21:35 Brooklyn Neighborhood and Urban Activation26:43 Urban Development Patterns in Various Cities27:16 Challenges and Successes in Tampa's Urban Projects29:20 Jacksonville's Economic Fundamentals and Growth33:25 Institutional Investment in Jacksonville44:23 Entertainment and Cultural Venues in Downtown Jacksonville46:04 Community Questions and Future DevelopmentsStay connected to us! Join our real estate investor community LIVE: https://jwbrealestatecapital.com/nyai/Schedule a Turnkey strategy call: https://jwbrealestatecapital.com/turnkey/ *Get social with us:*Subscribe to our channel  @notyouraverageinvestor  Subscribe to  @JWBRealEstateCompanies  

Scott Sutter, the newest member of the Turnkey Podcast team, is bringing digital marketing to the toolkit of our agency.Scott comes from the world of performance content marketing, focusing on the data and insights we can pull from each episode to learn how to grow and expand the reach of what a podcast can do for a business.Having spent close to 10 years focused on digital sales and marketing, Scott's addition to our team is helping us level up our own reach, as well as the reach of our clients.Connect with Scott Sutter:Website: https://www.creatingapodcast.com/ LinkedIn: https://www.linkedin.com/in/scott-sutter-04914993/ TurnKey Podcast Productions Important Links:Guest to Gold Video Series: www.TurnkeyPodcast.com/gold The Ultimate Podcast Launch Formula- www.TurnkeyPodcast.com/UPLFplusFREE workshop on how to "Be A Great Guest."Free E-Book 5 Ways to Make Money Podcasting at www.Turnkeypodcast.com/gift Ready to earn 6-figures with your podcast? See if you've got what it takes at TurnkeyPodcast.com/quizSales Training for Podcasters: https://podcasts.apple.com/us/podcast/sales-training-for-podcasters/id1540644376Nice Guys on Business: http://www.niceguysonbusiness.com/subscribe/The Turnkey Podcast: https://podcasts.apple.com/us/podcast/turnkey-podcast/id1485077152

Send us a textIn this engaging conversation, Bob Sorrentino speaks with Maria Teresa Quaranta about her Italian heritage, family roots, and the importance of preserving Italian culture in America. They discuss Maria Teresa's family history, her experiences growing up in an Italian enclave, and her travels to Italy. The conversation also touches on the significance of Italian cuisine, language, and traditions, as well as Maria's efforts to teach Italian heritage to future generations through her business and bilingual book.Piccolo Futuro Maria Teresa identifies mainly with being from Campania.Her great-grandmother shared stories of her immigration journey.Maria wishes she had learned the Napolitan dialect from her grandfather.Arthur Avenue is a true representation of Italian craftsmanship.Maria travels to Italy frequently, connecting with her roots.Her grandfather's town is known for one of Italy's top wines.She didn't grow up on typical Italian-American dishes.Maria emphasizes the importance of preserving Italian culture in America.She wrote a bilingual financial literacy book for children.Her grandfather instilled in her the pride of being Italian.Turnkey. The only thing you'll lift are your spirits.Buzzsprout - Let's get your podcast launched!Start for FREEAndiamo a fare shopping con MariiiiIntroduce your child to the exciting world of languages and financial literacy in 2 languagesDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showPurchase my book "Farmers and Nobles" here or at Amazon.

Life-changing wealth in rental properties comes from the five profit centers of rental property investing but most investors focus on only one when choosing a market.The truth is…the market you invest in plays a crucial role in maximizing all five. That's why we're here to break down the top rental property markets and show how they really stack up.Join Gregg Cohen, Co-Founder of JWB Real Estate Capital, as he helps you learn:- What investors think matters most when picking markets (and what actually does)- How the 5 profit centers stack up across today's strongest markets- What to watch for in 2025 that could unlock even bigger returns- And more!This is one of the most requested topics and we're bringing it to you live with real data, strategy, and answers to your questions.Listen NOW!Chapters:00:00 Introduction and Recap00:29 The Importance of Market Selection02:15 Introducing the Home Step Program03:41 Success Stories and Impact08:09 Fundraising for Home Step13:49 Finding the Best Market to Invest15:56 The Five Profit Centers of Rental Property Investing22:09 Criteria for Choosing the Best Market28:22 Red Flags to Avoid in Market Selection29:48 Understanding Cash Flow in Real Estate Investments30:12 Identifying Red Flags in Real Estate Markets32:00 Rating and Comparing Real Estate Markets34:03 Analyzing Top Real Estate Markets41:41 The Importance of Balanced Markets42:44 Jacksonville: A Prime Investment Opportunity43:46 Resources for Real Estate Market Data50:23 Community Engagement and Future DevelopmentsStay connected to us! Join our real estate investor community LIVE: https://jwbrealestatecapital.com/nyai/Schedule a Turnkey strategy call: https://jwbrealestatecapital.com/turnkey/ *Get social with us:*Subscribe to our channel  @notyouraverageinvestor  Subscribe to  @JWBRealEstateCompanies  

Send us a textJoin Bob Sorrentino in this captivating conversation as he dives into a heartfelt journey with Annette Gina and Ernesto, three lifelong residents of Corona, Queens! They share treasured tales from their childhood, family ties, and the lively spirit of community life in Corona. This engaging dialogue explores the rich cultural heritage of the Italian community, the influence of local politics, and the remarkable transformations within the neighborhood over the years. Through their personal anecdotes, they celebrate the essence of community, identity, and the enduring bonds of family and friends.Turnkey. The only thing you'll lift are your spirits.Support the showPurchase my book "Farmers and Nobles" here or at Amazon.

Send us a textIn this engaging conversation, Bob Sorrentino interviews Egizia Santilli Brown, who shares her remarkable journey from childhood in Italy to her life in Canada. Egizia discusses her experiences growing up in a small Italian town, the vibrant festivals that marked her childhood, and the challenges of immigrating to a new country. She emphasizes the importance of community, family traditions, and the preservation of cultural identity through language and food. Egizia's passion for teaching Italian and sharing her heritage shines through as she reflects on her life and the lessons learned along the way.Her childhood in Italy was marked by simplicity and community, with shared resources among neighbors.Festivals in Italy were vibrant and community-oriented, with parades and celebrations that brought everyone together.Immigrating to Canada at a young age, Egizia faced the challenges of adapting to a new culture and language.She became a translator for her family and community, helping others navigate life in Canada.Egizia's experiences reflect the strong ties of family and community in Italian culture.The importance of preserving cultural traditions, such as food and language, is emphasized throughout her story.Learning Italian involves understanding the nuances of pronunciation and grammar, which can be challenging for non-native speakers.Egizia's passion for teaching Italian stems from her desire to share her heritage with others.The conversation highlights the differences between life in Italy and North America, particularly in terms of community and family dynamics.Turnkey. The only thing you'll lift are your spirits.Memories of an Abruzzo ChildhoodEgizia's childhood in Abruzzo, Italy, is brought to life in her collection of captivating stories.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showPurchase my book "Farmers and Nobles" here or at Amazon.

This week on the Hosting Hotline, Lori from Fort Wayne, Indiana calls in with a big-picture question: how do you prepare your short-term rental (STR) for sale—and is it possible to sell it as a functioning business, not just a piece of real estate?In this episode, Sarah and Annette walk through everything you need to know before listing your STR, including how appraisers and lenders view short-term rentals, why finding the right realtor is essential, and how to identify—and package—your property's intangible value. They also share strategies for maximizing your sale price by building out a direct booking system, collecting guest emails, and keeping historical data.Whether you're thinking about an exit strategy or just want to better understand your business's future value, this episode is packed with insight.In this episode, we cover:Why STRs are typically valued as residential properties, not businessesHow to find a short-term rental-friendly realtorWhat makes your listing more appealing to investor buyersThe value of email lists, websites, and direct bookings in a saleCreative ways to structure a win-win sale (including co-hosting transitions)Why historical performance data adds credibilityTips for networking your way to a buyer Resources Mentioned:StayFi – StayFi helps you collect guest emails for future marketing and direct bookings. Google Vacation Rentals – A powerful way to generate direct bookings outside Airbnb. Hosting Business Mastery – Learn how to run your STR like a business with Thanks for Visiting's exclusive program.

Mindset, Markets, and Mega Deals with Carl Gambino | UrbanDigs Today, Noah and John sit down with Carl Gambino, a mega-producer at Compass with over $2 billion in sales across NYC, LA, Miami, and more. Carl shares why Manhattan is buzzing again, what luxury buyers are craving, and how Brooklyn's high-end market might be the next big thing. He gives insight into the buyer psychology behind recent big-ticket sales, the shifting tides between LA and NYC, and how entertainment clients influence market trends. Carl also opens up about his mindset, motivation, and path to working with elite clientele coast to coast. Awesome stuff inside! ==================================== ✅ Stay Connected With Us:

Rental properties can look amazing on paper. That's exactly why you need to know what to watch out for.In this episode of the Not Your Average Investor Show, JWB Co-Founder Gregg Cohen and host Pablo Gonzalez break down real deal sheets from other turnkey providers to reveal how numbers can be stretched, spun, or conveniently left out.You'll learn:- The common line items that get manipulated to make deals look better- How small tweaks can dramatically impact your projected returns- Why JWB is committed to transparency, even when it means showing lower numbers- What questions savvy investors ask before saying “yes”If you want to separate the hype from the real value, this episode is for you.Listen NOW!Chapters:00:00 Introduction and Welcome01:35 Setting the Stage: The Importance of Evaluating Deals01:56 Greg's Approach to Deal Evaluation06:56 Understanding Turnkey Rental Properties09:18 Key Questions Before Analyzing a Proforma22:36 Common Pitfalls in Turnkey Evaluations25:03 Breaking Down a Real Proforma25:28 Introduction to Key Investment Factors26:03 Understanding Turnkey Properties26:44 Evaluating Rehab Costs and Risks28:14 Analyzing Financial Assumptions30:45 Spotting Red Flags in Proformas39:03 Q&A Session42:34 Concluding Thoughts and AdviceStay connected to us! Join our real estate investor community LIVE: https://jwbrealestatecapital.com/nyai/Schedule a Turnkey strategy call: https://jwbrealestatecapital.com/turnkey/ *Get social with us:*Subscribe to our channel  @notyouraverageinvestor  Subscribe to  @JWBRealEstateCompanies  

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

Send us a textIn this engaging conversation, Bob Sorrentino and Anthony Castelvecchi delve into the rich tapestry of Italian roots and genealogy. They explore personal family histories, the impact of immigration, and the significance of DNA testing in uncovering ancestral connections. The discussion also highlights the importance of traveling to Italy to connect with one's heritage and offers valuable advice for young people interested in researching their family history. Throughout the conversation, the hosts share anecdotes and insights that reflect the deep cultural ties and stories that shape Italian-American identity.TakeawaysThe significance of last names in understanding family heritage.Exploring multiple regions of Italy can reveal diverse ancestry.Immigration stories provide context to family histories.DNA testing can uncover unexpected family connections.Traveling to Italy enhances the understanding of one's roots.Engaging with family members can yield valuable historical insights.Genealogy research often requires detective work and patience.Local communities in Italy can offer connections to family history.Understanding the historical context of immigration is crucial.Everyone has a unique story worth discovering.Instagram:oriundi_https://www.instagram.com/oriundi_/Facebook:ORIUNDIhttps://www.facebook.com/groups/oriundigroupBlog:ORIUNDIhttps://oriundiblog.blogspot.com/Turnkey. The only thing you'll lift are your spirits.Buzzsprout - Let's get your podcast launched!Start for FREEFarmers and NoblesRead about my research story and how to begin your family research.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showPurchase my book "Farmers and Nobles" here or at Amazon.

This episode focuses on a no capital expenditure turn-key initiative to generate non-interest-income by protecting client assets. We dig into the working arrangement between two companies that has generated impressive results in a short period of time.Discussion points include:Data-driven customer segmentationMulti-channel engagement (including direct mail, email, and social media)Robust internal communication to foster customer trust and retention.Add-on lead generation.Our guests are Jim Stuncard from Dollar Bank, and Dan Bonano from Franklin Madison.

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationUnlock the secrets to raising capital through authentic relationships and strategic podcasting with host Bronson Hill and co-host Nate Hambrick, author of The 18 Laws of Leverage, in an insightful conversation with Dave Dubeau, a seasoned capital raiser and podcasting expert, recorded in June 2025. Having raised millions and helped his students secure hundreds of millions in real estate deals, Dave shares his journey from early podcasting mistakes to building a turnkey podcasting service that connects syndicators with accredited investors. By focusing on the guest, creating genuine connections, and leveraging referrals, Dave's approach transforms podcasting into a powerful tool for building trust and raising capital. Learn how to overcome impostor syndrome, position yourself as a leader, and use “guerilla warfare marketing” to stand out in a noisy digital world.TIMESTAMPS00:42 - Intro: Capital raising with Dave Dubeau01:12 - Mindset shift: Harnessing attention for capital01:41 - Dave's journey: From mistakes to millions raised03:08 - Impostor syndrome: Overcoming early podcasting hurdles05:31 - Strategic podcasting: Interviewing ideal investors08:09 - Guerilla marketing: Standing out in a crowded space10:17 - Online credibility: Leveraging reviews and backlinks11:39 - Turnkey podcasting: Done-for-you investor connections16:21 - Niche targeting: Engaging medical professionals19:08 - Future trends: Authentic connections vs. deep fakes21:23 - In-person value: Building trust at masterminds24:19 - Identifying avatars: Tailoring podcasts to investors27:16 - Trifecta strategy: Updates, testimonials, referrals32:59 - LinkedIn leverage: Connecting with second-degree contacts35:00 - Scalable products: Books and courses for passive income41:15 - Connect with Dave: Free book and resources42:21 - Takeaways: Trust, service, and strategic podcastingConnect with the Guest:LinkedIn: https://www.linkedin.com/in/davedubeauWebsite: 20AccreditedInvestorsBook.com#RaisingCapital#PodcastingForBusiness#RealEstateInvesting#BuildingTrust#GuerillaMarketing#InvestorRelations#FinancialSuccess

Every investor loves a success story, but what about when things don't go as planned?On this episode of the Not Your Average Investor Show, we're diving into what happens after a rental property investment goes wrong and how some investors come out even stronger.Join Allie King, the manager of the JWB Portfolio Management department, and Not Your Average Investor Show host, Pablo Gonzalez, as they help you understand:- The most common reasons investors lose confidence in real estate- What bad buys and bad experiences really look like in the field- How vertically integrated support can turn failure into long-term success- What steps you can take if you're looking to bounce back from a rough investmentThis will be a candid, empowering conversation for anyone who's had doubts, setbacks, or second thoughts about their investment journey.Listen NOW!Chapters:00:00 Introduction and Show Overview01:44 Meet the Guest: Allie King02:09 Allie King's Journey at JWB04:34 Common Mistakes of First-Time Investors05:33 Leslie Wilson's Real Estate Journey07:05 Importance of Market Knowledge14:43 Understanding Turnkey Real Estate15:39 Jag Chatta's 1031 Exchange Experience16:54 Navigating 1031 Exchanges Successfully20:12 Real Turnkey vs. Fake Turnkey27:23 Comparing Market Options29:22 Challenges of High HOA Fees30:47 Navigating HOA Decisions35:04 Transitioning from Active to Passive Investing36:30 Airbnb vs Long-Term Rentals43:42 Landlord-Friendly Markets49:16 Annual Performance Reviews54:04 Final Thoughts and Community EngagementStay connected to us! Join our real estate investor community LIVE: https://jwbrealestatecapital.com/nyai/Schedule a Turnkey strategy call: https://jwbrealestatecapital.com/turnkey/ *Get social with us:*Subscribe to our channel  @notyouraverageinvestor  Subscribe to  @JWBRealEstateCompanies  

All too often hard working people with good jobs are struggling to get by.These are the same people who are forced to take stressful promotions at work and spend a couple hours commuting each day. They come home to the house they think they own, but they are really just a slave to the mortgage company.These “good citizens” are victims of an engineered system to keep them investing in 401Ks, mutual funds, and stocks.This financial system is setup where the insiders are stealing the majority of your returns (and you take all the risk).The truth is the wealth who are investing in alternative assets and operating off a different financial framework and not using these traditional options from a financial planner, commission-based broker, or the retail 401k/mutual fund/stock route.Lane Kawaoka has been investing in real estate for over a decade and now controls 7,500+ units (1$ Billion plus in assets). Lane is responsible for finding, analyzing, and marketing real estate investment opportunities.It's likely not the journey you'd expect, and it's also more simple than you'd expect. Welcome to the Journey to Simple Passive Cashflow!Visit theWealthElevator.com/bonus to access your free masterclass — built for busy professionals and business owners. The preceding is not tax, legal, or investment advice, nor an offer to sell securities or investment products. Always make informed decisions with professional guidance. Hosted on Acast. See acast.com/privacy for more information.

Send us a textIn this engaging conversation, Bob Sorrentino interviews director and actress Michelle Danner, exploring her journey from New York to Los Angeles, her film 'The Italians', and the importance of family and cultural heritage. Danner shares insights on acting, the significance of food in Italian culture, and her experiences in filmmaking, emphasizing the need for actors to learn their craft. The discussion also touches on personal stories about family, love, and the creative process behind her films.New York accents can add depth to characters.The film 'Italians' explores family love and forgiveness.Michelle's great-grandmother influenced her deeply.Food plays a central role in Italian family gatherings.Acting requires learning and understanding the craft.Shooting on film offers a unique experience.Cultural heritage shapes storytelling in film.Family dynamics can be both chaotic and loving.The importance of finding one's audience in film.Art and heart are intertwined in creative expression.The craft of acting is as alluring as it is mysterious, and it takes a being of great passion, insight, and determination in order to succeed.  But to teach acting – to inspire creative souls to successfully harvest those tools – requires an even greater commitment, to bring out the best in each and every actor one encounters.            That passion and commitment are the hallmarks of the career of filmmaker, acting coach, and performer Michelle Danner, for decades one of the industry's most respected and successful teachers, and now a successful director who continues to grow and expand her creative universe, hoping to set an example for her students and peers.  “The important thing is to keep growing as an artist, to keep raising the bar for yourself,” explains Danner.  “In order to be passionate, you have to keep expanding, you have to keep growing, you have to keep pushing yourself.”For Danner that meant the release of the courtroom drama “Miranda's Victim” in 2023, wrapping production on the comedy “The Italians,” and beginning production on a new film in Italy. https://www.michelledanner.comwww.allinfilms.comhttps://www.instagram.com/michelledannerla/Turnkey. The only thing you'll lift are your spirits.Buzzsprout - Let's get your podcast launched!Start for FREEInstacart - Groceries delivered in as little as 1 hour.Free delivery on your first order over $35.Farmers and NoblesRead about my research story and how to begin your family research.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showPurchase my book "Farmers and Nobles" here or at Amazon.

Ever wonder if BRRRR is really better than buying turnkey? In this episode of the FasterFreedom Show, Sam and Lucas break down the two popular real estate strategies—BRRRR vs Turnkey—and when each one makes the most sense.They walk through what BRRRR investing actually is (Buy, Rehab, Rent, Refinance, Repeat), how it can be a powerful wealth-building tool, and what kind of investor it's best suited for. Then they compare it to the simplicity of Turnkey properties—where you buy a ready-to-go rental—and explain why that might be the better route for some investors.With real stories from their own portfolio, Sam and Lucas give you the honest pros and cons of each strategy and share how they've used both in different phases of their investing journey.If you're trying to figure out the best path to real estate freedom, this one's a must-listen.Free Rental Investment Training: ⁠⁠⁠⁠https://freerentalwebinar.com⁠⁠⁠⁠FasterFreedom Capital Connection: ⁠⁠⁠⁠https://fasterfreedomcapital.com

Curious what's ahead for real estate in the second half of 2025? The experts are weighing in, and we're breaking it all down.In this episode, JWB Co-Founder Gregg Cohen joins Pablo Gonzalez to react to the top national forecasts from Fannie Mae, NAR, Zillow, and others. They'll explain what these predictions mean for rental property investors like you.We'll unpack:- Which predictions matter (and which ones miss the mark)- What could happen with interest rates, prices, and rent growth- Why Jacksonville could outperform again in a tight inventory market- What the second half of 2025 could mean for investors' next movesIf you're wondering whether to buy, wait, or reposition, this is the conversation that brings the data, context, and JWB's operator insight together.Listen NOW!Chapters:00:00 Introduction and Welcome01:56 Weather and Casual Chat02:30 Predictions and Market Trends03:28 JWB Real Estate Market Update04:38 Home Price Growth Predictions07:25 Interest Rates and Local Market Insights11:35 Jacksonville's Economic Indicators14:57 Future Market Predictions and Job Sectors21:37 Mortgage Rates and Economic Factors23:46 Understanding Investor Behavior in Volatile Markets24:21 Impact of Bond Yields on Mortgage Rates27:21 Inflation and Its Effects on Bond Investments29:18 Navigating High Interest Rate Environments33:38 Jacksonville Rent Forecasts and Market Strength36:54 Home Sales Projections and Inventory Insights41:40 The Importance of Single Family Rental Properties48:41 Community Engagement and Future TopicsStay connected to us! Join our real estate investor community LIVE: https://jwbrealestatecapital.com/nyai/Schedule a Turnkey strategy call: https://jwbrealestatecapital.com/turnkey/ *Get social with us:*Subscribe to our channel  @notyouraverageinvestor  Subscribe to  @JWBRealEstateCompanies  

Send us a textIn this engaging conversation, Bob Sorrentino speaks with Tom DeSimone about their Italian roots, family histories, and the fascinating stories that come from tracing ancestry. They discuss the importance of talking to older family members, the challenges of genealogy research, and the cultural connections that shape their identities. Tom shares personal anecdotes about his family's migration to America, the role of churches in accessing historical records, and the surprising discoveries he made while researching his lineage. The conversation also touches on the significance of language and the desire to reconnect with Italian heritage through travel and learning.Talk to the oldest people in your family for insights.Genealogy research can reveal surprising family connections.Churches can be valuable resources for historical records.Family names often repeat across generations, complicating research.Traveling to Italy can deepen your connection to your roots.Understanding family migration patterns is crucial in genealogy.Language plays a significant role in cultural identity.Recording family stories can preserve history for future generations.Asking the right questions is key in genealogy research.Family traditions and stories shape our understanding of identity.Turnkey. The only thing you'll lift are your spirits.Buzzsprout - Let's get your podcast launched!Start for FREEInstacart - Groceries delivered in as little as 1 hour.Free delivery on your first order over $35.Italian Marketplace LLCOnline tee shirts, hoodies and more for ItaliansDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showPurchase my book "Farmers and Nobles" here or at Amazon.

Join our community of RE investors on Skool: https://linktr.ee/gabepetersenTURNKEY RENTAL PROPERTY SUCCESS STRATEGY

In this episode, Curtis May sits down with Dr. Axel Meierhoefer, founder of Ideal Wealth Grower and host of The Ideal Investor Show. From military service to building a passive income portfolio, Axel shares how he helps aspiring investors reach their “time-freedom point” using the GROWER Method. You'll learn why mindset trumps math, how to avoid common real estate traps, and the power of mentorship in accelerating your wealth journey.   Guest's Info Dr. Axel Meierhoefer is a former Air Force officer turned investor, coach, and founder of Ideal Wealth Grower. He is the author of The Shift in Coaching Dynamics and an international educator on real estate, mindset, and passive income strategy.   Highlights What the “time-freedom point” really means (and how to hit it) Why mindset is the first investment you need to make Axel's GROWER Method for mentoring success Turnkey investing tips for busy professionals Key questions to ask before joining any coaching program   Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - curtmay@gmail.com  Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink  Connect with Dr. Axel Meierhoefer Axel's site: https://idealwealthgrower.com  Axel's podcast: The Ideal Investor Show Curtis May's Money4Life Blueprint: www.practicalwealth.net  Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession   Review, Subscribe and Share If you like what you hear please leave a review by clicking here   Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts  Click here to subscribe with Spotify Click here to subscribe with RSS

There's one question we hear from every new investor: “How do I know which rental property is the right one for me?”On this episode of the Not Your Average Investor Show, we're going to answer that question the same way we do on real sales calls by walking you through the process we use to help investors build portfolios that match their goals.Join JWB Co-Founder, Gregg Cohen, and show host, Pablo Gonzalez, as they break it down:- The three things you must know before picking a property (goals, resources, timing)- The difference between new construction and renovations, and how both can lead to the same expected returns- A live walk-through of our “Portfolio of the Month” using JWB's Portfolio GeneratorWe'll show you how to go from “I'm interested” to “I know exactly what to buy” with confidence and clarity.If you're ready to start or grow your rental property portfolio in 2025, this is the episode you need.Listen NOW!Chapters:00:00 Introduction and Welcome01:34 Family Emergency Update02:20 Quarterly Market Update Recap03:35 Understanding the Coil Concept04:59 Takeaway 1: Real Estate Market Insights05:03 Takeaway 2: Rental Property Market06:10 Takeaway 3: Downtown Revitalization07:43 Order of Operations for Real Estate Investing09:59 The Normal Way vs. Turnkey Experience14:24 Introducing the Portfolio Generator15:01 Property Selection Process22:28 Criteria for Selecting Properties27:48 Analyzing Cash Flow and ROI33:10 Eliminating Properties and Repopulating Choices33:25 Understanding JWB's Consistent Model34:58 Choosing the Best Property36:15 Building a Diversified Portfolio39:30 Financial Engineering for Optimal Returns45:23 Interactive Portfolio Generation49:23 Q&A and Final ThoughtsStay connected to us! Join our real estate investor community LIVE: https://jwbrealestatecapital.com/nyai/Schedule a Turnkey strategy call: https://jwbrealestatecapital.com/turnkey/ *Get social with us:*Subscribe to our channel  @notyouraverageinvestor  Subscribe to  @JWBRealEstateCompanies  

Mastering Turnkey Real Estate Investing with Lindsay Davis | REIGN Podcast   Join host Jen Josey on this episode of REIGN: Real Estate Investor Growth Network, where she interviews Lindsay Davis, the CEO of Spartan Invest. Dive deep into the world of turnkey real estate investing as Lindsay explains how her company simplifies the process for investors, making it easier to build wealth through passive income. Learn the challenges of the current housing market and various strategies to ensure long-term success in real estate investing. Plus, hear Lindsay's personal stories of success and challenges, insights into creating a solid real estate investment strategy, and why Spartan Invest stands out in the industry. Whether you're a seasoned investor or just getting started, this episode is packed with invaluable advice and inspiration!   00:00 Introduction to REIGN and Today's Topic 01:00 How to Choose the Right Contractors for Your Flip 03:41 Interview with Lindsay Davis: Turnkey Real Estate Solutions 05:13 Understanding Turnkey Investing and Spartan Invest's Approach 10:57 Client Success Stories and Real Estate Investment Tips 28:12 Scams in the Real Estate Market 29:46 Eviction Challenges and Tenant Protections 32:06 Turnkey Investment Landscape 34:40 Managing Multifamily Properties 36:22 Municipal Regulations and Housing Shortages 48:08 The Importance of Trades and Internships 53:12 Defining Success and Company Culture   Lindsay Davis is the CEO of Spartan Invest, a turnkey investment firm that simplifies the path to passive income through single-family rentals. Operating across Alabama, Tennessee, and Georgia, Spartan handles the full lifecycle of investment properties—from sourcing and renovation to construction, sales, and long-term management. With over $50 million in real estate transactions annually and a portfolio of more than 2,000 properties under management, Lindsay leads a team that delivers consistent results for investors nationwide. Her leadership has helped the company earn national recognition, including multiple placements on the Inc. 5000 list. Lindsay is passionate about making real estate investing accessible— especially those who want to build wealth without managing properties themselves. Known for her transparency and sharp operational insights, she brings clarity to an industry often clouded by hype. Whether she's talking to first-time buyers or seasoned investors, Lindsay shows how turnkey real estate can be a practical, long-term wealth-building tool.   https://spartaninvest.com/podcast/   To learn more about Jen Josey, visit https://www.therealjenjosey.com/ To join REIGN, visit https://www.reignmastermind.com/ Stuff Jen Josey Loves: https://www.reignmastermind.com/resources Buy Jen Josey's Book: From Beginner to Badass: https://a.co/d/bstKlby

Every plant has its unique set of challenges and situations. Innovative, customized turnkey solutions for advanced manufacturing operations go far beyond a single segment. Rhino's holistic approach brings together tools, hoists, automation, and expertise to deliver sustainable, high-impact results. In this episode, Michael Fecher, Area Sales Engineer, shares how Rhino is helping manufacturers across industries—automotive, aerospace, food service, and medical—solve complex challenges with integrated systems designed to optimize performance.Sponsored By:

FOR 1ST SHOW (12:30 PM ET)Description:Join us for JWB's Q2/Q3 2025 Jacksonville Real Estate Market Update. We'll be joined by Gregg Cohen, Co-Founder of JWB Real Estate Capital.Here's what we'll discuss:* Current Jacksonville real estate market pricing, rents, and months of inventory (MOI)* Key trends and updates impacting the Jacksonville market* JWB company stats and Key Performance IndicatorsYou won't want to miss this opportunity to spend some time with one of JWB's owners and learn more about how you can take advantage of the Jacksonville real estate market. Listen NOW!Chapters:00:00 Welcome to the Show!02:00 Introduction to Jacksonville Real Estate Market06:18 The Impact of Interest Rates13:42 Current Market Data Snapshot15:50 Understanding Rent Trends21:17 Historical Context and Future Predictions33:26 Understanding JWB's Internal Metrics33:40 Impressive Growth and Market Performance35:55 Challenges and Opportunities in Property Management37:47 Navigating the Soft Rental Market38:48 The Importance of Long-Term Investment Strategy40:57 The Next Great American Downtown46:59 Revitalizing Downtown Jacksonville50:54 Gateway Jax: A Vision for the Future01:04:17 Q&A Session: Addressing Investor ConcernsStay connected to us! Join our real estate investor community LIVE: https://jwbrealestatecapital.com/nyai/Schedule a Turnkey strategy call: https://jwbrealestatecapital.com/turnkey/ *Get social with us:*Subscribe to our channel  @notyouraverageinvestor  Subscribe to  @JWBRealEstateCompanies  

Send us a textIn this conversation, Bob Sorrentino interviews Pasquale Pacicca from visit Reggio Calabria, discussing the rich cultural heritage, natural beauty, and culinary delights of the region. They explore the impact of the COVID-19 pandemic on tourism, the importance of genealogy, and the unique experiences Calabria offers compared to other Italian regions. Pasquale shares personal anecdotes and insights into the hospitality and genuine nature of Calabrian people, emphasizing the need for accurate information when researching family connections.Calabria boasts an unspoiled coastline and rich landscapes.The region is known for its genuine culinary traditions.Hospitality in Calabria is deeply rooted in its history.Calabria has significant Greek historical influences.Post-pandemic tourism in Calabria faces unique challenges.Genealogy research requires accurate information to be successful.Many villages in Calabria are experiencing depopulation.Calabrian cuisine is heavily influenced by local fish and agriculture.Cultural heritage is a vital aspect of Calabria's identity.Personal experiences shape the understanding of Calabria's true essence.Turnkey. The only thing you'll lift are your spirits.Buzzsprout - Let's get your podcast launched!Start for FREEFarmers and NoblesRead about my research story and how to begin your family research.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showPurchase my book "Farmers and Nobles" here or at Amazon.

Most investors think their retirement accounts are off-limits for real estate—but they're missing a huge opportunity.That's why this week's episode of the Not Your Average Investor Show is all about how to use 401(k)s and IRAs to build your rental property portfolio—without triggering penalties or unnecessary risk.Join JWB co-founder, Gregg Cohen, and show host, Pablo Gonzalez, as they break down:✅ What you need to know about buying real estate INSIDE your IRA or 401k✅ The biggest mistakes investors make when trying to use retirement funds for real estate✅ Common myths that keep people from tapping into this strategyWhether you're sitting on a healthy 401(k) balance or just want to better understand your options, this episode will give you the clarity you need to make smarter investing moves with the money you already have.Listen NOW!Chapters:00:00 Introduction to Real Estate Investing in Retirement Accounts01:44 Meet the Hosts and Show Introduction02:28 Audience Engagement and Recent Events04:17 Awards and Achievements of JWB10:19 Deep Dive into Retirement Account Investing23:57 Introduction to Non-Recourse Lenders24:31 Contribution Limits and Tax Consequences25:26 Required Minimum Distributions26:50 Passing Properties to Beneficiaries27:22 Non-Recourse Loan Incentives31:13 Partnering for Real Estate Investments42:07 Private Lending and Retirement Accounts44:46 Conclusion and Upcoming EventsStay connected to us! Join our real estate investor community LIVE: https://jwbrealestatecapital.com/nyai/Schedule a Turnkey strategy call: https://jwbrealestatecapital.com/turnkey/ *Get social with us:*Subscribe to our channel  @notyouraverageinvestor  Subscribe to  @JWBRealEstateCompanies  

Send us a textIn this conversation, Bob Sorrentino interviews Tess Martin, who shares her journey of exploring her Italian heritage and family history. Tess discusses her background, her family's migration from Italy to America, and the unique visa that allowed her to live in the Netherlands. She delves into her genealogical research, uncovering family secrets and connections that reveal the complexities of her ancestry. The conversation highlights the importance of historical context in understanding family migration and the personal stories that shape our identities. In this conversation, Tess and Bob Sorrentino delve into the intricacies of family history research, exploring the challenges and rewards of uncovering ancestral roots. They discuss the significance of cultural heritage, the complexities of women's stories in genealogy, and the impact of nobility on family narratives. The conversation also touches on the economic decline of small towns and the thrill of the genealogical hunt, emphasizing the importance of persistence in research.Sound Bites"You can Google the DAFT visa.""We found a document that changed our search.""The word mega in Genovese means medicinal.""Just start Googling stuff. Stuff shows up.""You have to come back in six months.""I want to know how these people lived.""It's fascinating to see what you see.""They still hold on to it, yeah.""It's a treasure hunt, you know."Turnkey. The only thing you'll lift are your spirits.Italian Marketplace LLCOnline tee shirts, hoodies and more for ItaliansFarmers and NoblesRead about my research story and how to begin your family research.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showPurchase my book "Farmers and Nobles" here or at Amazon.

You'd be surprised to hear how many people can afford to invest in rentals, but don't- just because they don't have a clear vision of how to grow from there.But here's what most don't realize- The key to portfolio growth isn't how much extra income you have.  The key is having the right strategy for your income. That's why week on the Not Your Average Investor Show, Gregg Cohen (co-founder of JWB Real Estate Capital) and show host Pablo Gonzalez show host break down exactly how passive investors can go from one property to a meaningful portfolio—even if you don't have a big chunk of extra cash sitting around.You'll learn:- How to create a realistic buying plan based on your income, timeline, and goals- What portfolio growth looks like with just your rental property's cash flow- How adding $25K–$50K a year in savings can accelerate your path to financial freedom- Why the first property is just the starting line—not the finish lineAnd how JWB's Portfolio Planning tools help make it all feel clear, simple, and doableIf you've ever felt “stuck” after your first deal, this episode is your roadmap forward.Listen NOW!Chapters:00:00 Introduction to Building a Rental Property Portfolio02:19 The Importance of Owning Multiple Properties05:31 Understanding the Five Profit Centers of Rental Property Investing07:02 Case Study: Portfolio Growth Over Time13:28 The Power of Cash-Out Refinancing18:37 Strategies for Expanding Your Property Portfolio24:02 Rethinking Retirement with Rental Properties29:06 Passion for Helping People29:31 Decoding Real Estate Myths30:45 The Power of Long-Term Investment32:10 Personal Investment Journeys33:42 Financial Freedom and Options41:26 Making Non-Average Decisions45:20 Current Market Insights and Incentives48:50 Q&A Session51:34 Conclusion and Community AppreciationStay connected to us! Join our real estate investor community LIVE: https://jwbrealestatecapital.com/nyai/Schedule a Turnkey strategy call: https://jwbrealestatecapital.com/turnkey/ *Get social with us:*Subscribe to our channel  @notyouraverageinvestor  Subscribe to  @JWBRealEstateCompanies  

Send us a textWhat if your self-storage facility could also be your most powerful marketing tool? Scott Meyers sits down with CJ Strattle and Sherry Miller of On the Move to explore how branded rental trucks are redefining marketing, operations, and revenue in the storage industry. From CJ's roots in the business to the company's family-driven innovation, the conversation dives deep into turnkey solutions, competitive advantages, and why even major REITs are revisiting this “old-school” concept. They also share insights from the recent ISS conference, discusses trends in tech, security, and market dynamics, and gives a behind-the-scenes look at how On the Move quietly became the fourth-largest rental fleet in the U.S.—without anyone outside the industry even knowing. WHAT TO LISTEN FOR1:06 “Rent with me, use this truck for free” – the family legacy4:17 Taking control: Why On the Move exists6:19 A patented solution from CJ's grandfather10:54 Turnkey truck branding made simple13:13 ISS 2025: New tech, new vendors, new energy16:25 They sold the show truck at the show!30:52 Think outside the truck: Monetizing ad space Leave a positive rating for this podcast with one click CONNECT WITH GUESTS:CJ STRATTLE, President & CEO of On the MoveLinkedIn | Website | YouTube | InstagramSHERRY MILLER, Director of Sales at On The MoveLinkedIn  CONNECT WITH USWebsite | You Tube | Facebook | X | LinkedIn | Instagram Follow so you never miss a NEW episode! Leave us an honest rating and review on Apple or Spotify Attend the Self Storage Academy in Seattle, WA August 21-23https://selfstorageacademy.com/

Send us a textIn this conversation, Bob Sorrentino interviews Dominic Arresta, a young Italian American who has recently embarked on a journey to uncover his family history. Dominic shares his experiences of discovering his roots, the challenges he faced, and the importance of preserving family stories and cultural heritage. He discusses the role of technology in genealogy, the significance of connecting with relatives in Italy, and the impact of his findings on his identity. The conversation highlights the excitement of exploring one's ancestry and the value of keeping traditions alive for future generations."I built a family tree and found a bunch of interesting documents.""I found a bunch of newspaper articles.""I wish I would have done it earlier.""It's nice to still have some contact with them over there.""I think we're chosen in some way to do that.""The resources are out there.""It's so difficult to just read the old Italian cursive."Turnkey. The only thing you'll lift are your spirits.Italian Marketplace LLCOnline tee shirts, hoodies and more for ItaliansFarmers and NoblesRead about my research story and how to begin your family research.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showPurchase my book "Farmers and Nobles" here or at Amazon.

In this week's episode, I sit down with Dr. Axel Meierhoefer—Air Force veteran, real estate investor, mentor, and the founder of the Ideal Wealth Grower system. Axel shares how he transitioned from corporate life to full-time real estate investor, scaling a portfolio across multiple states and countries while helping others achieve true time freedom.   We dive deep into remote investing strategies, mindset shifts required to lead your real estate empire like a true CEO, and creative financing ideas even if you don't have 20% down today. Axel also shares how he helps newer and seasoned investors alike not just build portfolios but transform their entire approach to wealth-building.   If you're looking for a blueprint to real estate freedom and a mindset to match, this conversation will move the needle for you.   Key Talking Points of the Episode   00:00 Introduction 01:00 Who is Dr. Axel Meierhoefer? 02:50 Investing across Ohio, Idaho, Florida, Belize, Spain & beyond 04:00 Creative housing strategies: room rentals via PadSplit 07:42 How to invest remotely using turnkey providers effectively 09:03 Why having property managers within turnkey companies matters 11:17 Managing your portfolio with a turnkey provider 15:12 The life cycle of a rental property: vacancy, tenant screening, raising rents 17:15 Creating a CEO mindset in real estate investing 22:20 Helping W-2 workers evolve into empowered CEOs of their portfolio 24:27  Creative strategies for funding 20% down payments 28:38 Mindset Prep Manual: Axel's gift for building investor discipline 33:42 Tangible assets for advanced investors: gold, silver, and investment diamonds 35:23 How diversification beyond real estate protects long-term wealth 37:56 How to get in touch with Axel and his team Quotables   “You can't earn back a dollar, but you can never earn back time or mindset once you lose it.”   “Investing isn't just about properties. It's about becoming the CEO of your future.”   “Freedom isn't a destination. It's a series of small, smart decisions stacked over time.”   Links   The IDEAL Investor Show https://podcasts.apple.com/us/podcast/the-ideal-investor-show-the-path-to-early-retirement/id1584725819   Mindset Prep Manual https://smartrealestatecoach.com/axel   Ideal Wealth Grower https://idealwealthgrower.com/   Ideal Wealth Grower https://www.amazon.com/IDEAL-WEALTH-GROWER-Journey-Freedom-ebook/dp/B0DH2H3P6N   QLS Live https://qlslive.com   Real Estate On Your Terms and Deal Structure Overtime https://wickedsmartbooks.com/podcast   FREE Master's Class http://smartrealestatecoach.com/masterspodcast   FREE Strategy Session with Chris Pre http://smartrealestatecoach.com/actionpodcast   QLS 4.0 https://smartrealestatecoach.com/qlspodcast   Investor Resources https://smartrealestatecoach.com/resources   Apprentice Program https://smartrealestatecoach.com/apprenticepodcast   In the Trenches Bootcamp https://smartrealestatecoach.com/ittbpodcast   3 Paydays Virtual Event https://smartrealestatecoach.com/3paydayspodcast   REI Blackbook https://smartrealestatecoach.com/REIBB-pod   7 Figures Funding https://smartrealestatecoach.com/7figures-pod   Land Voice https://smartrealestatecoach.com/landvoice-pod

Ever wonder how experienced investors actually decide which rental property to buy?Most people start by browsing listings—but that's not how the pros build long-term wealth.That's why we're giving you a behind-the-scenes look at how JWB matches you with the right property—after creating a strategy around your budget, cash flow goals, and return expectations.On this week's Not Your Average Investor Show, JWB co-founder Gregg Cohen and show host Pablo Gonzalez will walk you through:✅ How to use JWB's Portfolio Generator to sort and narrow properties✅ Why cash flow and ROI should guide your selection—not just what's available✅ What happens when you test different down payment scenarios✅ How to compare real properties to find the best fit for your long-term planThis is your exclusive look at what property selection actually looks like—when it's driven by strategy, not guesswork.If you've ever wondered, “How do I know I'm picking the right one?”—this episode is for you.Listen NOW!Chapters:00:00 Introduction and Overview01:25 Meet the Hosts01:48 The Importance of Inventory03:03 Understanding Turnkey Providers03:54 Portfolio Selection Process04:48 Live Demo: Portfolio Generator06:02 Analyzing Property Data15:05 Financial Engineering for Best Returns24:28 Interactive Q&A28:41 Virtual Property Tour31:02 Understanding the Role of a Rental Property Owner31:40 Property Recommendation and Risk Adjusted Returns32:37 Impact of Number of Bedrooms on Investment35:04 Current Promotions and Incentives40:17 Building a Diversified Property Portfolio44:01 Interactive Property Selection Process56:19 Final Thoughts and Next StepsStay connected to us! Join our real estate investor community LIVE: https://jwbrealestatecapital.com/nyai/Schedule a Turnkey strategy call: https://jwbrealestatecapital.com/turnkey/ *Get social with us:*Subscribe to our channel  @notyouraverageinvestor  Subscribe to  @JWBRealEstateCompanies  

If you've ever built your rental property portfolio the “smart” way—reserves in place, cash flow positive, low risk—but still wondered if you're doing enough…This episode is for you.Geoff Bolton is a JWB client who's done just that. He's a numbers guy, a planner, and he even made a PowerPoint to explain his investing philosophy (true story!).He's joining JWB co-founder Gregg Cohen and show host Pablo Gonzalez to walk through:- His SWAN formula (Sleep Well At Night) and how he tracks reserves, equity, and risk- How a hurricane hit one of his properties—and his reserve fund saved the day- Why he sees reserves as a promise to residents, not just protection for himself- The big question he's still asking: am I being too conservative?This is one of those episodes where the investor becomes the teacher—and the community shows up with answers, encouragement, and maybe a few “aha” moments of their own.Don't miss your chance to hear Geoff's story, ask your questions, and walk away with a better understanding of how you can build a portfolio that feels right for you.Listen NOW!Chapters:00:00 Introduction and Guest Welcome02:00 Choosing the Jacksonville Market05:12 The Importance of Proactive Management11:54 Geoff's SWAN Formula16:12 Automating Cash Flow Management21:46 Handling Unexpected Expenses29:49 Navigating Property Reserves and Expenses30:33 The Importance of Proactive Planning33:13 Caring for Residents and Community Impact34:07 Self-Awareness in Real Estate Investment36:59 Analyzing Investment Opportunities39:44 Understanding Lending and Financing Options42:16 The Value of Rental Income for Financing46:25 The Power of Real Estate Financing52:01 Upcoming Topics and Community EngagementStay connected to us! Join our real estate investor community LIVE: https://jwbrealestatecapital.com/nyai/Schedule a Turnkey strategy call: https://jwbrealestatecapital.com/turnkey/ *Get social with us:*Subscribe to our channel  @notyouraverageinvestor  Subscribe to  @JWBRealEstateCompanies  

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!---