Kiss My Assets

52 RENOVATION RECAP - Venture on Country Club: Renovations are Underway, What Happens Next?

September 01, 2021 22:59 - 20 minutes - 27.8 MB

With Mesa becoming one of the fastest-growing cities nationally, the area is experiencing a major housing shortage. From a downtrodden hotel to high-end apartments, Rocky and John discuss the importance of Venture on Country Club and what has transpired from purchasing, taking ownership of the property, and beginning renovations. Venture on Country Club is Neighborhood Ventures first offering available to all U.S investors. To find out more, click here: neighborhood.ventures

51 INVESTOR MINDSET: Leave More to Your Loved Ones and Less to the IRS | Creating a Trust

August 25, 2021 23:25 - 17 minutes - 24.1 MB

Growing up in a family of 10, Josh Manwaring developed an early desire for financial independence. He explains the necessity of earning more than you spend, and the tools that assist this goal while starting your own financial journey. In part two, Josh also gives an inside scoop on the benefits of controlling your money from the grave. With the help of a financial advisor, you can create a thoughtful inheritance that not only benefits your family but avoids unnecessary legal costs. To lea...

Ep. 51: Leave More to Your Loved Ones and Less to the IRS | Creating a Trust

August 25, 2021 23:25 - 17 minutes - 24.1 MB

Growing up in a family of 10, Josh Manwaring developed an early desire for financial independence. He explains the necessity of earning more than you spend, and the tools that assist this goal while starting your own financial journey. In part two, Josh also gives an inside scoop on the benefits of controlling your money from the grave. With the help of a financial advisor, you can create a thoughtful inheritance that not only benefits your family but avoids unnecessary legal costs. To lea...

50 INVESTOR MINDSET: Setting Up Your Retirement Plan One ‘Bucket’ at a Time | Asset Allocation

August 19, 2021 23:00 - 21 minutes - 29.7 MB

Wealth can be compared to maintaining multiple buckets: savings, income, and growth. It is what you do with those buckets that count. Taking inspiration from Dave Ramsey’s “spread it out” method, our special guest, Josh Manwaring, a Fiduciary at Trek Financial, goes into detail about what asset allocation means and how to apply it in your life to prepare for the future. To learn more about how to spread out your funds, contact Josh Manwaring at: 480-234-0728. Or visit their site: trekweal...

Ep. 50: Setting Up Your Retirement Plan One ‘Bucket’ at a Time | Asset Allocation

August 19, 2021 23:00 - 21 minutes - 29.7 MB

Wealth can be compared to maintaining multiple buckets: savings, income, and growth. It is what you do with those buckets that count. Taking inspiration from Dave Ramsey’s “spread it out” method, our special guest, Josh Manwaring, a Fiduciary at Trek Financial, goes into detail about what asset allocation means and how to apply it in your life to prepare for the future. To learn more about how to spread out your funds, contact Josh Manwaring at: 480-234-0728. Or visit their site: trekweal...

Ep. 49: Passive Income Vs. Earned Income - How to Build Up Passive Income So It Pays All Your Bills

August 11, 2021 23:00 - 19 minutes - 26.6 MB

Earned income requires work, dedication, and a specific set of skills. Passive income requires a smart initial investment of capital. “If you don’t find a way to make money while you sleep, you will work until you die.” -Warren Buffet. In this episode, Jamison and Rocky converse to help educate investors in realizing that they can utilize various real estate options to generate this passive income. Listen now to start generating your own passive income.

49 INVESTOR MINDSET: Passive Income Vs. Earned Income

August 11, 2021 23:00 - 19 minutes - 26.6 MB

Earned income requires work, dedication, and a specific set of skills. Passive income requires a smart initial investment of capital. “If you don’t find a way to make money while you sleep, you will work until you die.” -Warren Buffet. In this episode, Jamison and Rocky converse to help educate investors in realizing that they can utilize various real estate options to generate this passive income. Listen now to start generating your own passive income.

48 INVESTOR MINDSET: The Darling of Commercial Real Estate

August 04, 2021 23:00 - 23 minutes - 21.5 MB

Post-COVID, Arizona Multifamily has become the "darling" of commercial real estate through the accelerated migration from the Northeast and California markets. Although Multifamily and Retail have become a very desirable asset in Arizona, this reshuffle has also caused speculation. In this episode, Jamison and Rocky answer the prevailing question, "What do we believe?" Click here to watch Ep. 48: View Jamison’s slide about our investment thesis by clicking here: https://ibb.co/4SkSnyP

Ep. 48: The Darling of Commercial Real Estate - Our Investment Thesis

August 04, 2021 23:00 - 23 minutes - 21.5 MB

Post-COVID, Arizona Multifamily has become the "darling" of commercial real estate through the accelerated migration from the Northeast and California markets. Although Multifamily and Retail have become a very desirable asset in Arizona, this reshuffle has also caused speculation. In this episode, Jamison and Rocky answer the prevailing question, "What do we believe?" Click here to watch Ep. 48: View Jamison’s slide about our investment thesis by clicking here: https://ibb.co/4SkSnyP

Ep. 47: Looking Ahead - Impacts to the Arizona Market

July 28, 2021 23:00 - 15 minutes - 21 MB

John Kobierowski, with over 25 years of real estate experience, gives his impressions and news about what the rest of 2021 could potentially look like in the Arizona market. Listen here for his full report of the positive and negative impact that could occur looking ahead. Click here to watch the Q2 2021 Livestream: www.youtube.com/watch?v=tTlvEWJzdJ8&t=148s View John's slide about 2021 looking ahead by clicking here: ibb.co/GRR7chS

Ep. 46: Investor Livestream Q2 2021| Financial Report & Property Updates

July 21, 2021 23:05 - 1 hour - 59.1 MB

Jamison, John, and Rocky report on each property's financial performance in Q2 2021, discuss recent property sales, and share their view of the current trends in the Arizona multifamily industry while taking questions live. Key Takeaways: 3 Properties are distributing out to investors 2021 Looking Ahead What is Driving our Ability to Execute? Watch the Q2 2021 Livestream at: https://youtu.be/tTlvEWJzdJ8

Ep. 45: Maintaining a Persistent Model From the Beginning

July 15, 2021 00:07 - 24 minutes - 59 MB Video

Venture on Country Club Part 2: Jamison, John, and Rocky continue with their discussion about Country Club, proving that their largest project is in a critical part of Arizona, where housing is being reduced. Allowing a great opportunity for area growth and a high return for investors.

Ep. 45: Live. Work. Play. Hotel Conversion In Mesa With Early Cash Flow

July 15, 2021 00:07 - 24 minutes - 59 MB Video

Venture on Country Club Part 2: Jamison, John, and Rocky continue with their discussion about Country Club, proving that their largest project is in a critical part of Arizona, where housing is being reduced. Allowing a great opportunity for area growth and a high return for investors.

Ep. 44: Live. Work. Play. Hotel Conversion In Mesa With Early Cash Flow

July 10, 2021 05:24 - 22 minutes - 20.7 MB

Venture on Country Club Part 1: John, Jamison, and Rocky dive into what it will take to flip this rundown hotel into Mesa's newest hotspot for short term and long term rentals.

Ep. 43: ASU Econ Prof. Dennis Hoffman Discusses Inflation, Real Estate, and AZ's Outlook

July 01, 2021 23:27 - 35 minutes - 32.5 MB

Jamison and Rocky had the privilege of sitting down with Arizona State Economics Professor Dennis Hoffman. The team has been honing in on the recent news of inflation and we have the answers. Dennis Hoffman - Department of Economics Professor at Arizona State University

Ep. 42: Roaring Arizona Multifamily Market - Inside the Numbers

June 23, 2021 23:00 - 24 minutes - 22.7 MB

Jamison, Rocky, and Drew discuss how the AZ market has outperformed and how Phoenix has become the hottest ever recorded. Drew gives in-depth information from the recent ABI Multifamily Q1 2021 Report. Link to ABI Q1 Report 2021: https://www.abimultifamily.com/?a=7008EA0ED4012989&/phoenix-msa-multifamily-q1-2021

Ep. 41: The Do’s and Don’ts of Investing with an IRA

June 16, 2021 23:01 - 30 minutes - 27.7 MB

Jamison and Mat Sorensen of Directed IRA go over how to prepare before creating an IRA. What to avoid, who can and can't transact with your IRA, as well as discussing, the prohibited transaction rule, UBIT and UDFI. Learn more about using your IRA to invest in real estate or other self-directed assets, visit Directed IRA at www.directedira.com

Ep. 40: Why You Should Convert Your IRA to a Self Directed IRA

June 09, 2021 23:17 - 30 minutes - 27.7 MB

Join Jamison and special guest, Mat Sorensen of Directed IRA, as they answer the day-to-day questions about IRA, Roth IRAs, and 401ks. To learn more about using your IRA to invest in real estate or other self-directed assets, visit Directed IRA at www.directedira.com.

Ep. 39: Understanding Retail Project Deal Cycle & Timing in High Traffic Tempe

June 02, 2021 23:27 - 22 minutes - 20.7 MB

Venture on Broadway Pt. 2: John, Rocky, Chris, and Jamison continue their conversation about Neighborhood Venture's first retail project that's located in an evolving Arizona city and is creating a great opportunity for financial gain.

Ep. 38: Retail Opportunities in High Traffic Tempe Create Milestone for Neighborhood Ventures

May 27, 2021 17:00 - 32 minutes - 29.7 MB

Venture on Broadway Pt. 1: Jamison, John, Rocky, and Chris sit down together to discuss the intricacies of retail investing and what makes Venture on Broadway the right fit for Neighborhood Ventures investors. Visit invest.neighborhood.ventures for more info.

Ep. 37: Making Real Estate Fun Again with Chris and Rocky

May 19, 2021 23:05 - 21 minutes - 19.8 MB

Rocky sits down with the newest member of Neighborhood Venture's executive team. Chris details his background, his favorite projects and what drew him to Neighborhood Ventures. The conversation offers unique insight into Chris' expertise and why he's a perfect fit for the team. https://neighborhood.ventures/chris-lacasse-joins-neighborhood-ventures-as-vp-of-acquisitions/

Ep. 36: Investor Livestream Q1 2021

May 12, 2021 23:00 - 42 minutes - 38.6 MB

Hear firsthand from the Neighborhood Ventures executive team: Jamison, John, and Rocky, as they not only provide updates on each property's financial performance but updates on the current market conditions as well as exciting news. Create an account to be updated for when they have their next Livestream. https://invest.neighborhood.ventures/en/users/sign_up

Ep. 35: Delivering a Rustic Feel to the Everyday Apartment

May 05, 2021 23:00 - 23 minutes - 21.6 MB

Venture on Williams Pt. 2: Jamison, John, and Rocky discuss how, with creative changes and simple enhancements, they can transform a simple apartment to match Flagstaff's forest appeal.

Ep. 34: Venturing to the Pines for a High Return

April 28, 2021 23:02 - 22 minutes - 20.9 MB

Venture on Elden Pt. 1: Jamison, John, and Rocky discuss the background of choosing Flagstaff as a new location for their most recent project and what makes Flagstaff the right fit in a rising northern Arizona Real estate market.

Ep. 33: Mesa Architectural Stunner Set Record for Funding

April 21, 2021 23:00 - 13 minutes - 12.4 MB

Venture on Williams Pt. 2: Jamison and Rocky discuss what occurred from the release of Venture on Williams. Neighborhood Ventures continues to find and gain momentum in the Commerical Real Estate market in Arizona. Plus, EXCITING NEWS!

Ep. 32: An Architectural Find in Up and Coming Mesa

April 14, 2021 23:00 - 23 minutes - 21.6 MB

Venture on Williams Pt. 1: Rocky, John, and Jamison come together to discuss what led them to find a stunner property in the heart of Mesa, Venture on Williams. Check it out: https://neighborhood.ventures/ventureonwilliams

Ep. 31: Immediate Cash Return with Less Design

April 07, 2021 23:00 - 20 minutes - 18.4 MB

Venture on 19th Pt. 2: Jamison and Rocky discuss how Venture on 19ths interior and exterior will be transformed with little change but will impact investors returns including: • New block patios for ground-level units • Washer/Dryer • Different flooring for units

Ep. 30: Venture on 19th Hits Target in First Day of Funding

April 01, 2021 23:01 - 20 minutes - 18.7 MB

Venture on 19th Pt. 1: Jamison and Rocky discuss how Venture on 19th funded so quickly and what sets it apart from any other project. • Immediate 6% Cash Distributions • Amenity Focused • $1M Raised in a day

Ep. 29: Demand in Arizona Homes Calls for Quality Movers

March 24, 2021 23:00 - 24 minutes - 22.6 MB

Kiss My Assets host, Rocky Petersen, and co-host Yibo Loving sit down with Derek Greene, CEO of both Get Your Move on and Plush Installation, for a candid conversation about California's mass exodus, Neighborhood Ventures and the secret to maintaining a good reputation with your clients.

Ep. 28: How to better understand K1s to help fill out your tax return

March 10, 2021 00:00 - 14 minutes - 13.4 MB

Jamison talks with our financial analyst, Heidi about where to find your K1s on the investor dashboard, which sections are high-level, and answers to questions most investors ask. Visit https://invest.neighborhood.ventures to access your Neighborhood Ventures dashboard or to create an account.

Ep. 27: Final Investing Now Available in Mountain View

March 03, 2021 23:00 - 14 minutes - 13.2 MB

Jamison and Rocky talk about how leasing begins and renovations near completion at Mountain View. There is still time to invest! Visit: https://invest.neighborhood.ventures/projects/11900-Venture-at-Mountain-View--Restoring-Profit-to-Sunnyslope-26-Unit

Ep. 26: PHX 1st in US for new residents in 2020/Multifamily market is hot

February 24, 2021 23:00 - 16 minutes - 15.4 MB

With the increase of new residents moving to Phoenix, and real estate being scarce; Jamison and Rocky provide insight into what sets the Phoenix metro and multifamily market apart from other cities. ▪ "The rankings back up what Valley residents are seeing on the ground: there is no ceiling in sight for the housing market, and housing prices have been rising steadily for months." (Phoenix Business Journal) https://www.bizjournals.com/phoenix/news/2021/02/15/redfin-phoenix-rank-in-net-inflow-[…...

Ep. 25: Investment Strategy - Up and coming neighborhoods, small/med. size buildings, and value-add

February 18, 2021 01:00 - 27 minutes - 25.1 MB

Jamison, Rocky, and John review Neighborhood Ventures investment strategy: Up and Coming Neighborhood in Core areas -Many buildings available in core urban areas provides sustainable deal flow Small - Medium size buildings -10-100 units -Smaller building sizes helps avoid competition from institutional buyers -Often not professionally managed by prior owners. Better management can result in higher cash flow and property appreciation Value Add to buildings w/ below-market rents -Intelligent re...

Ep. 24: INVESTOR SPOTLIGHT: Paul and Sherri discuss their passive income success story

February 11, 2021 01:56 - 20 minutes - 19 MB

Part 2: Jamison and Rocky discuss with Neighborhood Ventures investors Sherri and Paul about their plans for early retirement as they focus on generating passive income from single-family residences, multifamily, and Airbnb. Sherri and Paul are willing to provide mentoring and advice to any who are interested in real estate investing. Paul also leads a weekly virtual book club discussing the Rich Dad Poor Dad series @ www.meetup.com/how-the-rich-make-and-keep-money They can be contacted at pa...

Ep. 23: INVESTOR SPOTLIGHT: Paul and Sherri discuss their passive income success story

February 04, 2021 00:41 - 30 minutes - 28.2 MB

Part 1: Jamison and Rocky discuss with Neighborhood Ventures investors Sherri and Paul about their plans for early retirement as they focus on generating passive income from single-family residences, multifamily, and Airbnb. Sherri and Paul are willing to provide mentoring and advice to any who are interested in real estate investing. Paul also leads a weekly virtual book club discussing the Rich Dad Poor Dad series @ https://www.meetup.com/how-the-rich-make-and-keep-money They can be contact...

Ep. 22: A CPA’s view of potential tax changes under the Biden Administration

January 27, 2021 23:00 - 22 minutes - 20.6 MB

Accounting Part 2: Jamison and Rocky discuss with CPA Ram Das Kaur about what she sees as trends for future tax plans and her thoughts on President Biden's policies. If you are interested in tax preparation services or tax advice, you can reach Ram Das Kaur at [email protected].

Ep. 21: Filing taxes with investment income

January 20, 2021 23:00 - 31 minutes - 28.9 MB

Accounting Part 1: Jamison and Rocky chat with our CPA Ram Das Kaur, about how to file taxes with your K1s, gains/losses for entities and benefits of using retirement accounts, and self-directed 401ks to invest in Real Estate. Contact Neighborhood Ventures for questions about timing or delivery of Venture project K1s. If you are interested in tax preparation services or tax advice you can reach Ram Das at [email protected].

Ep. 20: Joe Biden's Policies and How They Could Impact Your Money

January 13, 2021 22:00 - 22 minutes - 21 MB

Jamison and Rocky discuss President Biden's policy/proposal changes and what to look for from an investor standpoint. Policy Proposals include: ▪ Plan for Income Taxes ▪ Social Security ▪ Retirement Accounts Article can be found at https://www.daveramsey.com/blog/joe-biden-policies

Ep. 19: Remaining Disciplined with a Target Return in Mind

January 06, 2021 23:00 - 19 minutes - 18.1 MB

The Fund Part 2: Jamison and Rocky discuss how the fund enables Neighborhood Ventures to broaden their base, stay disciplined, and fixed on a budget for investors to receive a promising return.

Ep. 18: The Introduction to the Fund

December 31, 2020 02:46 - 23 minutes - 21.5 MB

The Fund Part 1: Neighborhood Ventures launches its first national fund. Jamison and Rocky discuss all you need to know about how to participate and how they continue to follow the original model.

Ep. 17: Q3 Report with Drew Ricciardi

December 24, 2020 01:34 - 29 minutes - 26.6 MB

Jamison and Drew discuss how the AZ market remains stable mid-COVID at the end of the year. Drew gives in-depth information from the recent ABI Multifamily Quarterly Report. Link to ABI Q3 Report 2020: https://abimultifamily.com/?a=705F07ACF91F2871&/phoenix-msa-multifamily-q3-2020

Ep. 16: How does Investing Impact my Taxes?

December 09, 2020 19:20 - 16 minutes - 14.6 MB

Investing 101 Part 4: Jamison and Rocky discuss how taxes work when investing with Neighborhood Ventures • 401 k • IRA • Depreciation as a tax benefit • K1 tax form

Ep. 15: Pros and Cons of Investing

December 02, 2020 21:14 - 21 minutes - 19.7 MB

Investing 101 Part 3: Jamison and Rocky shine a light on how Neighborhood Ventures stays consistently transparent for their investors

Ep. 14: How do I Place my First Investment?

November 26, 2020 04:05 - 15 minutes - 13.9 MB

Investing 101 Part 2: Jamison and Rocky discuss how simple it is to get started with Neighborhood Ventures, and what you will see in the process. Get started now! https://invest.neighborhood.ventures/en/users/sign_up

Ep. 13: How to Adopt an Investor Mindset

November 18, 2020 23:52 - 30 minutes - 27.8 MB

Investing 101 Part 1: Jamison and Rocky discuss what it takes to have an investor mindset, no matter your age or income. "I believe its critical that you should only invest in what you understand! If you can’t explain how your investment will generate cash flow to pay you back, then don’t invest in it. Should you just keep your money in savings rather than risk that you will lose it in an investment? After you have funded your rainy-day fund, you should look to invest excess cash so that thos...

Episodes