Investing Stuff You Should Know

On New Year's Day, on a Zoom call - Jon learned that his team was getting laid off.  Jon knew within the month that it was now or never to go all for real estate, and that's precisely what he did. Transitioning from Bay Area retail to Las Vegas real estate, Jon's tale exemplifies resilience and adaptability.  This episode dives into how his retail background enriched his real estate endeavors, spotlighting customer service and team management. Discover how Jon raised $4 million in two weeks for a 439-unit self-storage venture in Galveston, Texas, showcasing the importance of action and networking at real estate events. His capital-raising adventure didn't stop there, evolving into a mentorship-driven venture - The School of Nine Doors Down. Lastly, Jon delves into brand development in capital raising, offering practical tips on storytelling and social media to craft a compelling brand that attracts investors.  Whether you're eyeing brand recognition or investment, this episode is packed with valuable insights. Take advantage of Jon's enlightening transition from retail to real estate. Connect with Jon and the Nine Doors Down Team below: Websites linktr.ee/ninedoorsdown (Company) ninedoorsdown.com (Company) schoolofninedoorsdown.com (Company) Phone 8185362121 (Mobile) Email jon.p.lopez@gmail.com Live free. Get Educated. Master Your Money. Subscribe to our Podcast here! https://investingstuffyoushouldknow.buzzsprout.com Youtube Videos now up as well! Subscribe here: https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg

Are you bold enough to leave your "secure" job and jump into the dynamic world of Short-Term Rentals (STR)?  Well our guest today, Michigan entrepreneur Tony Stancato did just that and is thriving.  It may be your next life chapter.   Discover the strategies behind his property investment empire, from leveraging tools like AirDNA and Price Labs to his unique property grading system and risk mitigation tactics.  Tony delves into the crucial aspects of STR, sharing insights on patience, timing, and preparing for the unexpected in the investment journey.  Connect with him on LinkedIn or explore his offerings at michiganshorttermrentals.com for a deeper dive into profitable property investment. Tony’s Profile linkedin.com/in/tonystancato Email tony@bookngather.com Live free. Get Educated. Master Your Money. Subscribe to our Podcast here! https://investingstuffyoushouldknow.buzzsprout.com Youtube Videos now up as well! Subscribe here: https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg

Investing in RV parks is profitable, but before you jump in, you'll need guidance. Alex Alexander spent years in Hawaii flipping land (with an old-school mentor) but moved back to the mainland and is now deploying his unique investing strategy across the US. From a small town in Texas to a life of entertainment and adventure, Alex shares how his unique journey shaped his innovative approach to developing RV parks. Why are RV parks becoming a hot topic and a booming investment? Alex dives into RV parks, explaining their rising popularity and unexpected potential for social impact. He sheds light on the 'Silver Tsunami' and how investing in RV parks can offer benefits like capital preservation and countercyclical advantages. Alex also shares his own big WHY and the significant impact that RV parks can foster deeper connections among families, especially between fathers and their children. Live free. Get Educated. Master Your Money. Subscribe to our Podcast here! https://investingstuffyoushouldknow.buzzsprout.com Youtube Videos now up as well! Subscribe here: https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg

On January 2, 2018, Michael learned he was going blind.  Retinitis pigmentosa, he finds out, is genetic, with no known cure. Michael takes us through his deeply personal struggles of health, wealth, identity, and realization and how this led him to leave the corporate world behind for a new life chapter.  His tale is an adventure, as he shares his transformative experience traveling across South America and Europe, writing, and forming relationships that have helped him rediscover his purpose.  Today, he's found his way back to law. But family and life lessons now guide his WHY.  Beyond the life story, we dive deep into the complex world of investment laws. With his extensive knowledge of securities law, Michael adds context and clarity to the new SEC limited partner guidelines.  His keen insights into the SEC guidelines for real estate funds and the future of investment funds are both enlightening and thought-provoking.  Finally, we touch on the fundamentals of investor education and the critical role trust plays in investment funds. Links Here: https://x.com/investing_law?s=20 https://investoropportunitynetwork.com/ Live free. Get Educated. Master Your Money. Subscribe to our Podcast here! https://investingstuffyoushouldknow.buzzsprout.com Youtube Videos now up as well! Subscribe here: https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg

Billionaire Warren Buffett famously stated, "You know, we think diversification is—as practiced generally—makes very little sense for anyone that knows what they're doing...it is a protection against ignorance." With that backdrop, we'll discuss why diversification is still a good idea, at least in real estate. We cover many asset classes - residential, commercial, industrial, hospitality, and specialty - offering insights on managing risk and maximizing returns.  We also touch on unique investment strategies like joint ventures and delve into the potential impacts of natural disasters on your experiences.  In this episode, we explore why companies and investors are making a beeline for regions like Dallas, Phoenix, and how you, too, can benefit from a region's unique mix of politics and favorable regulations.  Understand why factors like population growth, demographics, and liquidity should be on your radar while investing in a region. And it doesn't stop there!  Investors achieve diversification by betting on different asset classes, such as multifamily, self-storage, and industrial.  Whether you're a seasoned investor or just dipping your toes in, this episode will equip you with invaluable insights to chart your course in the dynamic landscape of real estate investing. Live free. Get Educated. Master Your Money. Subscribe to our Podcast here! https://investingstuffyoushouldknow.buzzsprout.com Youtube Videos now up as well! Subscribe here: https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg

Ready to see how technology is changing the way we build homes?  Well, you've got to talk to the most innovative people on the bleeding edge of what's possible, and today, Jennifer Castenson is our guide. She's got the know-how to use technology to help home builders.  While she's a VP at BuildExact, her expertise goes beyond just one software. We'll talk about the latest tools and tech trends in construction and how they're improving things. We'll also dive deep into the world of construction.  It's more than just bricks and walls. Jennifer will tell us about things that can make a project succeed or fail, like what people want, rules for building, weather changes, insurance, land prices, and where people are moving. Plus, we have some excellent resources and names for those who want to dive deeper into building. But wait, there's more! We'll learn about Jennifer's work with different groups and the Leading Suppliers Council.  We'll also hear about the future of design and building, especially in smart homes.  And finally, we'll touch on something close to Jennifer's heart: Miracle Travel Works, a group that helps families with sick members travel. Prepare for an exciting chat about tech, learning, and building homes.  Live free. Get Educated. Master Your Money. Subscribe to our Podcast here! https://investingstuffyoushouldknow.buzzsprout.com Youtube Videos now up as well! Subscribe here: https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg

Ethan, a devoted family man with five kids, once found England, including its renowned institutions like Oxford and Cambridge, pretty dull.  He laments the inefficiencies of the American financial system and wonders aloud if "anyone truly cares if half of all banks just vanished?"  From China to the U.S., Ethan's remarkable academic journey showcases his sheer drive and tenacity. We delve into his vibrant personal life, the rich tapestry of cultures in his family, and the reasons Houston became home. He offers a candid look at the dual landscape of opportunities private capital holds, juxtaposed with the often intricate maze of obtaining bank loans.  Through Ethan's eyes, you'll gain a deeper grasp of the nuances in the American system and their bearing on loan sanctions. And as we navigate the waters of real estate investment, Ethan unveils the strategies that powered his thriving family office.  Transitioning from conventional employment to hard money lending and private equity funds, he provides sage advice on wealth management, underscores the importance of a professional class, and offers a treasure trove of insights into real estate ventures. Live free. Get Educated. Master Your Money. Subscribe to our Podcast here! https://investingstuffyoushouldknow.buzzsprout.com Youtube Videos now up as well! Subscribe here: https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg

There's something unique about the gritty real estate investor.  They have experience, initiated by a distant vision, but the path is unclear.  You can't buy that. You have to live it, and the best ones also learn from it.  In their version, they have lived all the terrible stories you read about of bad tenants, deals going sideways, running out of money, contractors from hell, and more. But there's redemption as well. Despite all of that, they are STILL succeeding.  Elijah fused his passion for unique lifestyle choices and real estate, transitioning from a traditional life as an ROTC scholar at USC to an unconventional life as a full-time Sprinter van resident and real estate investor.  Active investment struggles led him to appreciate the efficiency of passive investments.   From learning the ropes in property management to raising capital, Elijah's experiences have redefined his business model and approach to real estate investing.  Get ready to challenge your perceptions about investment and lifestyle choices and discover how thinking outside the box can usher in massive opportunities. Live free. Get Educated. Master Your Money. Subscribe to our Podcast here! https://investingstuffyoushouldknow.buzzsprout.com Youtube Videos now up as well! Subscribe here: https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg

Sarah Sullivan knows what busy professionals looking for time freedom need - because she has been one of those active pros herself for many years.  She knows that you need the basics of real estate investing broken down simply, and in plain language.  She breaks down the jargon, helping us understand critical concepts like ROI, cash flow, annualized return, and liquidity of each type of investment.  This episode is an absolute must-listen if you're a professional seeking to make a foray into this lucrative market. Switching gears, we delve deeper into real estate investing strategies.  Sarah talks about the importance of the often overlooked wealth preservation, the legacy investments of the rich and famous, and the delicate art of balancing wealth preservation with cash-flowing investments.  Plus, Sarah shares some invaluable tips on vetting professionals and finding suitable investments.  So, tune in and let us help you build a diverse portfolio, stay ahead of market trends and achieve your financial goals. Live free. Get Educated. Master Your Money. Subscribe to our Podcast here! https://investingstuffyoushouldknow.buzzsprout.com Youtube Videos now up as well! Subscribe here: https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg

Brian Green is dedicated to something near and dear to my heart - creating the highest quality housing for the lowest cost.  Some call it Attainable Housing. I call it AWESOME.  Either way, you'll want to learn how his team is doing it and doing it well (all in upstate New York, not an easy climate or state to operate in) Brian emphasizes the importance of having a mentor, recognizing when someone sees something special in you, and how that past success as an entrepreneur guides him today. Finally, listen to the end and get Brian's two great book recommendations, +  how he balances all the work with keeping healthy and being a great dad! Brian's Website: www.greenspringscapitalgroup.com Live free. Get Educated. Master Your Money. Subscribe to our Podcast here! https://investingstuffyoushouldknow.buzzsprout.com Youtube Videos now up as well! Subscribe here: https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg

Financial Sovereignty.  I love that phrase, and Schuyler Cadwalader goes deep on precisely what that means for him and his wife. Together, they've been able to confidently leverage their skillsets and networks (doctor and architect) and help medical professionals take charge of their financial future.  Lastly, we delve into the power of mindset and overcoming fear.   Don't miss this enlightening conversation that has the potential to change your financial future! G. Schuyler’s Profile linkedin.com/in/gscadwalader Website: https://upwealthcapital.com/ Live free. Get Educated. Master Your Money. Subscribe to our Podcast here! https://investingstuffyoushouldknow.buzzsprout.com Youtube Videos now up as well! Subscribe here: https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg

Super 8 Motels in Iowa can inspire greatness.  Join us as we chat with Hemal Patel, a young, ambitious real estate investor who leaps into a competitive industry and shares his inspiring journey.  From leaving the pre-med track in college to following his passion for real estate, you'll be inspired by Hemal's story that challenges the conventional path. Hemal offers valuable insights on what hotel operators and sponsors should consider when purchasing a motel, such as location, long-term relevance, and creating memorable guest experiences. Lastly, Hemal and I emphasize the importance of education in real estate and discuss how better to prepare young individuals for careers in this dynamic industry.  From middle and high school programs to college courses, we envision a comprehensive approach to cultivating the next generation of real estate professionals.  Hemal’s Profile linkedin.com/in/hemal-patel-0a8215176 Email hpatel142@outlook.com Live free. Get Educated. Master Your Money. Subscribe to our Podcast here! https://investingstuffyoushouldknow.buzzsprout.com Youtube Videos now up as well! Subscribe here: https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg

Here's an idea - Go to your next Industry Conference with a plan 🤔 A high-value plan maximizes the value you get in exchange for time invested. @Brady Hoffpauir, an expert in real estate investing, shares his deep & systematic knowledge on getting the most out of conferences. You'll find that skillfully building a personal bridge across knowledge gaps will lead to genuine, meaningful relationships. We also delve into the power of the Generosity Mindset, and finally, living out these concepts, he and his wife have chosen to invest in developing leadership in high school students and adoption organizations in their local area Brady’s Profile linkedin.com/in/connect2brady Website ridgelineequity.com/join/ (Company) Live free. Get Educated. Master Your Money. Subscribe to our Podcast here! https://investingstuffyoushouldknow.buzzsprout.com Youtube Videos now up as well! Subscribe here: https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg

If you could lose millions by doing it wrong, hire an expert.  If you could save millions by doing it right, hire an expert. The implications are the same. Pay the expert when the stakes are high. Bernard Reisz and his company are masters at using retirement accounts in syndications, funds, and other investments.  They are good at things you didn't even know existed, like a Reverse 1031 Exchange. His mission to you as an investor is to be EMPOWERED with clarity, certainty, & control. His team is not just selling paper and contracts but has the expertise and knowledge to ensure full compliance. (Episode re-released from last year!) Bernard’s Profile linkedin.com/in/bernard-reisz-cpa Websites members.resurefinancial.com/ (Company) resurefinancial.com/ (Company) bbb.org/us/ny/new-york/profile/tax-consultant/resure-llc-0121-170719 (BBB A+ Profile & Reviews) Email bernard@resurefinancial.com Twitter BernardReisz Live free. Get Educated. Master Your Money. Subscribe to our Podcast here! https://investingstuffyoushouldknow.buzzsprout.com Youtube Videos now up as well! Subscribe here: https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg

That's crazy. They're nuts. Why would anyone do that?  These are the thoughts of the average person who doesn't understand what's happening. Then one day, it all clicks. Now, it makes a TON of sense.  Starting in 2019 at a real estate photography company, Jeremy Kitchen initially found the idea of buying distressed properties nuts.   However, in a whirlwind of life-changing events, he met his future wife at work, and they bought their first home together in Idaho. Then, amidst the chaos of 2021, they invested $305,000 in a property that quickly gained $60,000 in equity. Faced with the exciting challenge of leveraging their budding equity, they took out a HELOC for $170,000. From managing hard money loans to financing friends' houses, he learned the ropes of real estate investing - often through trial and error. This is a compelling story about life, love, and the pursuit of property.  Jeremy’s Profile linkedin.com/in/jeremykitchen Phone 2087040320 (Mobile) Email quickdealfunding@gmail.com Live free. Get Educated. Master Your Money. Subscribe to our Podcast here! https://investingstuffyoushouldknow.buzzsprout.com Youtube Videos now up as well! Subscribe here: https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg

No one want's an IRS audit. Everyone wants to save money.  And that's why the Tax Saving episodes are the most popular.  Delivering again, we just finished a powerhouse session with the tax wizard for real estate investors, Ryan Carriere.   🏘️ We dove deep into the 'Short-Term Rental loophole,' and Ryan's in-depth explanations break out exactly how it works.  Whether you're a new or seasoned investor, this episode delivers actionable tax advice for you to consider today! Ryan’s Profile linkedin.com/in/ryancarriere Website therealestatecpa.com/rc (Company) Live free. Get Educated. Master Your Money. Subscribe to our Podcast here! https://investingstuffyoushouldknow.buzzsprout.com Youtube Videos now up as well! Subscribe here: https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg

Fear of getting fired is a real thing - and rightfully so for most of us.  Many have a family, and feeding and housing them is instinctual - and who wants to let their friends know they got fired? But we tell ourselves it won't happen as long as we're "a good employee." David McIlwaine was that "good employee" that made showed up every day, met his quotas, and did the work. BUT, a corporate merger eliminated his job. And then it happened again.  David's response?  "Never again, will I NOT be in charge of my own financial destiny" Listen to the show to learn more! David’s Profile linkedin.com/in/david-mcilwaine Email d.mcilwaine@me.com Live free. Get Educated. Master Your Money. Subscribe to our Podcast here! https://investingstuffyoushouldknow.buzzsprout.com Youtube Videos now up as well! Subscribe here: https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg

You wouldn't go to a dentist to get your broken arm fixed.  Both work on bones, but you need a specialist in YOUR thing. Dan Lewkowicz is a commercial broker wiz - BUT he's developed expertise in shopping, medical, industrial, restaurant, and automotive buildings and has a lot to share!  With 15+ years in the industry, Dan started with house hacking and quickly progressed to creating Renaissance Real Estate Ventures in Detroit.  He then formed The Lewkowicz Group of Encore Real Estate Investment Services, where he now specializes in various commercial properties.  Dan is a fitness enthusiast, family man, and acoustic guitar player. Take advantage of his many insights! Dan’s Profile linkedin.com/in/dan-lewkowicz Website encorereis.com (Company) Phone 248-943-2838 (Mobile) Email dandiamondman@gmail.com Live free. Get Educated. Master Your Money. Subscribe to our Podcast here! https://investingstuffyoushouldknow.buzzsprout.com Youtube Videos now up as well! Subscribe here: https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg

$4500 is a lot of Boy Scout popcorn for a 10-year-old to sell But so is a 25-year-old raising  $46 Million for new real estate developments in 2 years.   In today's episode, we're diving deep into multifamily real estate investing with the brilliant mind behind Cornerstone Commercial Investments, Anthony Walker. Discover how he turned $46 million in private LP equity into a $120 million real estate empire! As the Chief Investment Officer and owner of Cornerstone Commercial Investments, Anthony has transacted over $100 million in real estate in the last two years alone. He specializes in acquiring and developing multifamily properties in emerging niche markets across the Northwest, creating a lifestyle brand that caters to the booming, underserved Middle Market and Millennial population. Contact Info: Anthony’s Profile linkedin.com/in/anthony-walker1 https://thewealthyhabits.com/ Live free. Get Educated. Master Your Money. Subscribe to our Podcast here! https://investingstuffyoushouldknow.buzzsprout.com Youtube Videos now up as well! Subscribe here: https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg

Are you looking to make the most of this tax season and invest in real estate simultaneously? Meet Mat Sorensen, a tax expert and best-selling author of The Self-Directed IRA Handbook, the go-to resource in the SDIRA industry that has sold over 40,000 copies. Mat has advised thousands of investors on self-directed retirement plan law, business entity formation, tax law, real estate, and securities law. Join us on the podcast as we tap into Mat's wealth of knowledge and explore the latest trends and strategies in real estate investment, just in time for tax season. Whether you're a seasoned investor or just starting, you will want to take advantage of this expert's insights on making the most of your investments and staying ahead of the game. Contact Info: Mat’s Profile linkedin.com/in/matsorensen Websites directedira.com (Company) sdirahandbook.com (Personal) Live free. Get Educated. Master Your Money. Subscribe to our Podcast here! https://investingstuffyoushouldknow.buzzsprout.com Youtube Videos now up as well! Subscribe here: https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg