REady2Scale - Real Estate Investing
364 episodes - English - Latest episode: 5 days ago - ★★★★★ - 80 ratingsWelcome to Season 7 of REady2Scale, the go-to podcast for real estate investors, with a special emphasis on multifamily investing. In this podcast, we explore the dynamic landscape of various investment strategies, from real estate to farmland and more, offering you insights, strategies, and stories to enhance your agility and foresight in the market.
Each episode is designed to empower you, whether you're a seasoned investor or just starting out. From analyzing market shifts to uncovering investment opportunities, and from risk management to portfolio diversification, we cover a spectrum of topics that resonate with anyone keen on building wealth through smart investing. Tune in to transform your approach to investing and start moving with the market, not against it.
REady2Scale is sponsored by Blue Lake Capital. To learn more and join us in our multifamily investments, visit: www.bluelake-capital.com.
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Episodes
S3 EP 207: How to Turn Farmland into a Cash Flowing Investment with Craig Wichner
August 18, 2021 09:00 - 34 minutes"From a fundamental perspective, the first thing is that farmland grows food. Even if there is an economic downtrend, people don't just stop eating. So, you basically, truly, have 100% occupancy on farmland. And the interesting thing here is that there are 2.7 trillion dollars of farmland in the U.S." When it comes to real estate investing, there are many different vehicles that come to mind. One such asset that is seemingly underutilized is investing in farmland. My guest this week, Craig W...
S3 EP 206: How the Single Family Market Impacts Multifamily Investing
August 11, 2021 09:00 - 12 minutesIt's no secret that the single-family market is booming right now. Home values are appreciating in almost every market in the United States at a rate that we haven't seen before, with the average home being up $33,000 in value. As the single-family market continues to strongly perform, how does it impact the multifamily investing arena? Watch along to learn why the single-family market is having such success, and how it is actually a benefit for multifamily investors! Key Takeaway: Monitoring...
S3 EP 205: Managing Investment Risk with Chris Naghibi
August 04, 2021 09:00 - 26 minutes"To me, if you're a risk adverse person, I tend to go with the mindset that every piece of real estate that I buy needs to be cash flowing when I buy it with the financing that's in place. If you're a flipper or somebody buying with an equity upside play, I can appreciate and respect all that. But going into this uncharted, unprecedented environment, I'm personally not willing to take the risk of an upside rental potential." Everyone has their own risk tolerance. While some investors look for...
S3 EP 204: Are We In a Real Estate Bubble?
July 28, 2021 12:42 - 15 minutesIn the early days of the pandemic when there was so much still unknown, interest rates were lowered by the government to combat a potential market collapse. Now in July of 2021, as construction is returning and the real estate market remains strong, interest rates remain low. However, with the market performing so strongly, it begs the question if we are currently in or heading towards a real estate bubble. While I am not a financial expert, my role as a syndicator and my exposure to the real...
S3 EP 203: How to Automate Wealth Creation with Jean Chatzky
July 21, 2021 09:00 - 21 minutes“The sort of returns we’ve been seeing in stocks over the years, they’re just not sustainable. I think it’s really important that when you run a retirement calculator and look at, 'How much money is this money that I’m investing, and that I’m saving, going to produce for me?'. You should not be putting the sort of returns that we’ve been seeing lately into that calculator. Be conservative. Like 7% or 8%, and some people even think that’s too high. Just make sure that you’re doing the real wor...
S3 EP 202: Selling Assets During COVID-19
July 14, 2021 13:07 - 19 minutesWhen the pandemic hit, there was a lot of uncertainty and speculation on what was to come for the real estate market. Many investors in multifamily properties feared decimated investments possibly caused by high vacancy rates or bad debt. However, that prediction never came to fruition, thankfully. Like challenges often do, it created opportunity. Today I am sharing about my experiences as a multifamily owner and operator, and how the pandemic in particular impacted our decision to sell asse...
S3 EP 201: Investing Abroad with Lauren Cohen
July 07, 2021 09:00 - 22 minutes"One of the biggest mistakes that people make is investing in their own personal name, not having the right structure in place, and starting this investment process and exposing themselves to huge potential liability." Investments in the US have been long sought after by foreign investors, and now with the impact of the pandemic, even more so. Lauren Cohen, a lawyer, real estate agent, and immigration and strategy specialist highlights how these investors navigate international investing, of...
S3 EP 200: Pros and Cons of Common Investment Strategies
June 30, 2021 09:00 - 15 minutes"A word of caution: When it comes to a fund, only invest with a sponsor you trust. It is really important, and I cannot stress this enough. " Investing does not look the same for everyone. Each individual has their preferred assets, risk tolerance, goals, and strategies that makes their investment process unique to them. For some, the control of deciding where to invest might make an individual investment more appealing. On the other hand, investing in a fund satisfies other preferences, suc...
S3 EP 199: Real Estate Financial Engineering - Next Level Analysis with Nikolai Ray
June 23, 2021 08:00 - 30 minutes“I realized in my late 20’s that I’d only gone into the human performance and preventative medicine career as a way to transition out of hockey...So, I just said to myself, 'What’s something I really want to do with my life? What am I really passionate about...that won’t allow me to hit a ceiling?' and it all came down to real estate, essentially. And I went all in.” There’s no “correct” way to dive into the real estate investing world. Most professionals find their way into real estate inve...
S3 EP 199: Real Estate Financial Engineering - Next Level Analysis
June 23, 2021 08:00 - 32 minutes“I realized in my late 20’s that I’d only gone into the human performance and preventative medicine career as a way to transition out of hockey...So, I just said to myself, 'What’s something I really want to do with my life? What am I really passionate about...that won’t allow me to hit a ceiling?' and it all came down to real estate, essentially. And I went all in.” There’s no “correct” way to dive into the real estate investing world. Most professionals find their way into real estate inve...
S3 Ep 198: The Impact of an Economic Crisis on Multifamily
June 16, 2021 09:00 - 10 minutes"If we can learn anything from the past, it's that back in 2007, 2008, they were a lot of people that got loans on homes and that at some point, they were not able to pay for them. I do believe that's what's going to happen..." While the single-family real estate market continues to perform at a strong level, with good financing opportunities and low interest rates, the cyclical nature of the market alludes to the possibility of an impending economic crisis. If, and more likely when, that ha...
S3 EP 197: Deal Analysis: What & How to Evaluate Before Investing with Dr. Masaki Oishi
June 09, 2021 08:00 - 22 minutes"What I would not do is buy an investment house based on whether or not you would want to live there. That is a totally different decision making process and one that is full of all kinds of peril. When you buy a house that you want to live in, that’s an emotional, personal decision. That’s not a business decision." Since we often take counsel from our physicians, today we bring a twist to the show with some advice straight from the Dr’s mouth -this time, on investing. Listen in on my intervi...
S3 EP 196: Real Estate Investing vs the Stock Market
June 02, 2021 09:00 - 13 minutes“I’m a huge believer in real estate. I love real estate because it makes me feel more secure and, in my opinion, is a much more conservative approach than trading in the stock market.” The age-old question of where to invest your money has been debated for many years. The real estate market and the stock market are arguably the most discussed topics in the conversation. When comparing the two, the real estate market comes with many significant benefits like the absence of liquidity, the prese...
S3 EP 195: Diversifying: Fund vs Single-Asset Investments with Veena Jetti
May 26, 2021 09:00 - 28 minutes"I think one of the single most asked questions from our investors is, "How do I get diversification across my portfolio?", number one. Number two, "What if I don't have $500,000 to put across 5 different assets? How can I protect my $100,000 investment, or $200,000 investment?" It's been a turbulent ride in the US economy, and with that, mitigating risks and adapting investment strategies has been a top priority on many investors' minds. As such, diversification has continued to be a focus f...
S3 EP 194: Why Investors Overbid
May 19, 2021 09:00 - 13 minutes"Just to get an asset - that's not the right approach. Overbidding is not being conservative. And you need to be conservative whenever you see other groups going crazy after assets. You make money when you buy, not when you sell." It's no secret that the multifamily investing arena is on fire, and it's not due to fire sales like some had predicted a year ago. Instead, it's quite the opposite. The market is so intensely competitive that overbidding has nearly become the standard practice. Why ...
S3 EP 193: The Courage to Talk About Your Wealth with Jennifer Risher
May 12, 2021 09:00 - 36 minutes"Wealth surprised me. Having a lot of money doesn't look or feel like what Hollywood sells us. It can be isolating... And of course, it might be hard to imagine wealth as a challenge, but my goal is to change something at a very personal level. I want to get us talking about money. I want to move money out of the taboo category, and out of the shame category, and really help us start to have conversations." When it comes to money, that's private. Or so the school of thought usually goes. Howe...
S3 EP 192: What You Should Know About Investing in a Real Estate Fund with Paul Moore
May 05, 2021 08:00 - 32 minutes"And so the point is Buffett trusted him and he trusted that he knew the deal, and that's a lot of what I think we need to do. You know, let's be honest, a great operator can make a mediocre deal go well, but a terrible operator can ruin any deal." Investing in funds has become an increasing demand and preference for investors, as the impact of the pandemic and shifts in the economy have influenced many to adjust their strategies and diversify. How are funds structured, and what are the benef...
S3 EP 191: *Special Edition: High Achievers Series* How Rising Interest Rates Will Impact Real Estate Investing
May 04, 2021 08:00 - 8 minutesWho's excited about rising interest rates? Typically, not many people. However, once you adjust your perspective, you'll discover there are some advantages to increasing interest rates, particularly if you invest in multifamily assets. Listen in to learn what the overall upside and downsides are, and most of all, how to seize the opportunities it creates for increasing your profits in spite of it! Are you REady2Scale? Learn more about growing your wealth, strengthening your portfolio, and sca...
S3 EP 190: The Wealth Gene? Connecting Genetic Code, Education Levels & Wealth with Kevin Thom
April 28, 2021 08:00 - 26 minutes"...and what we're able to do, now that we can observe specific markers, and pinpoint them and tag them in a dataset, is we think we can learn more about why some individuals seem to be accumulating more wealth, for example." If you haven't yet heard the buzz around the concept of a "wealth gene", this is the episode for you! Join me and Kevin Thom for a fascinating discussion regarding his recent in-depth study into genetics and the predisposition for higher education levels and overall wea...
S3 EP 189: *Special Edition: High Achievers Series* The Surprising Negative Impact of Stimulus & Unemployment On Investing
April 27, 2021 08:00 - 11 minutesMany people have benefited from the stimulus checks and unemployment benefits, including real estate investors and owners, that have been distributed over the course of the pandemic. However...there are also some negative impacts from these actions. As an investor, business owner, and operator of real estate investments, the ripple effect of these distributions are beginning to take shape, with challenges like hiring staff, keeping business operations moving smoothly, and the obvious concern ...
S3 EP 188: Predicting Where the Market Will Go in 2021 with Nicholas Gerli
April 21, 2021 08:00 - 25 minutesJoin in this week to hear some educated and experienced insights from Nicholas Gerli, as we discuss our thoughts and predictions for what the 2021 multifamily investing market is likely to bring. Which markets are most likely to thrive, and which are raising red flags? What is the impact of supply vs demand, and where are saturation points becoming evident? By listening along you'll learn all these insights and more on where your next investment is likely to find stronger returns and better ...
S3 EP 187: *Special Edition: High Achievers Series* Bold in a Bear Market
April 20, 2021 08:00 - 11 minutesThe competitive landscape has significantly increased when it comes to the multifamily market! This week I am sharing how to face this Bear Market head on. Listen along to learn how you can be bold enough to gain a competitive edge, while still remaining smart and focused on winning deals that realistically meet your investment criteria and inventors' best interest. The key to remember is that winning in real estate investing is not the short game, but the long! Learn more about your ad choic...
S3 EP 186: The Significance of Innovation & Excellence for Scaling Investments with Jose Pires
April 14, 2021 08:00 - 27 minutesInnovation & Excellence sounds enticing, but where is it's place when it comes to investing? Whether it's in your personal life, business, or investment strategies there is one element that defines greater success over another - innovation. Today's guest, Jose Pires, joins us to share advanced insights into what really creates the ability to scale from ordinary to excellent, and what innovations role is. While it is necessary, it must also be managed with excellence to effectively scale. Lear...
S3 EP 185: *Special Edition: High Achievers Series* Pros and Cons of Investing Alongside Institutional Investors
April 13, 2021 08:00 - 12 minutesToday, let's talk about Institutional Investors! As a passive investor myself, as well as a sponsor and operator, I've learned quite a bit about the pros and cons of being involved in real estate investments alongside institutional investors. Listen in to learn what the benefits are for individual investors, but how that can also create some additional challenges for a sponsor that has partnered with them. Learn more about your ad choices. Visit megaphone.fm/adchoices
S3 EP 184: The Modern Wealth Building Formula with Ken Van Liew
April 07, 2021 08:00 - 28 minutesLearning from those that have already succeeded is a regular practice of the wise. Join us today to do exactly this with Ken Van Liew, who shares with us what he has defined as The Modern Wealth Building Formula. Regardless of what type of business or assets your focus is on, the principles apply nonetheless. In this episode, you'll learn how to move to the next level by leveraging the strengths of relationships, overcoming capital obstacles, and be inspired! Learn more about your ad choices....
S3 EP 183: *Special Edition: High Achievers Series* Investing Passively During COVID - What to be Aware of?
April 06, 2021 08:00 - 35 minutesWhether you're a seasoned investor or new to multifamily investing, the reality is that due to COVID the "old school" principles are not quite the same. In this episode, I'm sharing what I have seen to be the best approach to evaluating deals that takes into account the impacts we've seen in various markets from the pandemic. Listen in to learn why occupancy, projected rent growth, and bad debt, amongst other key items, must be carefully scrutinized now more than ever. Learn more about your ...
S3 EP 182: Tax Strategies Only the Wealthy Know, That You Can Use with Julio Gonzalez
March 31, 2021 08:00 - 20 minutesBe prepared to quite possibly have your mind blown! This week, tax strategist expert Julio Gonzalez, shares with us the strategies used by large institutions, family offices, and ultra-high-net-worth individuals that many CPA’s and investors often don’t even know about. In this episode, you will discover there are some key tax credits that are often overlooked or actually available within the marketplace that can make a significant impact on reducing your tax burden, if you know where to find...
S3 EP 181: *Special Edition: High Achievers Series* The State of the Market - Q1 2021
March 30, 2021 08:00 - 12 minutesI’m happy to report there are significant changes to in the realms of multifamily investing. With the ending of the 1st quarter of 2021, we have seen a dramatic shift in multiple aspects. Listen along to learn how deal flow has greatly accelerated, if the market favors buyers or sellers, what changes have taken place in cap rates and yields, and more! Learn the here and now of multifamily market activity to help move your own investments towards stronger growth and maximized returns. Learn mo...
S3 EP 180: How to Align Passion and Purpose into Your Investments with Alvin Hope Johnson
March 24, 2021 08:00 - 28 minutesThis week’s episode is all heart! Alvin Hope Johnson joins us today to share his passion for living a life that is not just based on profits, but making lasting and real impact in the lives of his tenants and their communities. Listen along to his own incredible journey, which began with him being a handyman, to now being the owner of multiple companies, including Hope Housing Foundation, an affordable housing development company. Learn how he aligned his passion and purpose into his career s...
S3 EP 179: *Special Edition: High Achievers Series* Utilizing Artificial Intelligence for Stronger Deals
March 23, 2021 08:00 - 14 minutesWhen it comes to underwriting, there are a lot of assumptions that come into play. This week I am sharing all about how we are utilizing AI to refine the accuracy of our underwriting by analyzing many data points that identify which markets are best for investing in, what type of assumptions are in-line with that hard data, and even predictions on tenant behavior and occupancy trends. If you've not yet heard about AI, this is a great episode to lead you into the next generation of tech savvy ...
S3 EP 178: Deciphering the Ripple Effects of Global Economics & Investing with Sourav Goswami
March 17, 2021 08:00 - 28 minutesJoin me this week for a deep discussion into global economic factors with Sourav Goswami. This episode is loaded with a breadth of information including the current state of real estate investing, global economics and it's associated impact on migration patterns from coastal to non-gateway markets, and affordability metrics and housing within the urban core markets. Learn more about your ad choices. Visit megaphone.fm/adchoices
S3 EP 177: *Special Edition: High Achievers Series* Transitioning from a Full-Time Employee to a Full-Time Investor
March 16, 2021 08:00 - 12 minutesThe concept of leaving a solid company and paycheck in exchange for becoming a full-time investor is increasingly becoming the new American dream. This week I’m sharing how to take the next step when it comes to transitioning from a full-time employee to a full-time investor. Listen along to learn how to strategically get to the point where you can replace your income through real estate investments. It's not only possible, but many are living proof of it everyday. If they can do it, so can y...
S3 EP 176: Scaling & Cash Flow From the Family Office Perspective with Jonathan Bross
March 10, 2021 09:00 - 29 minutesThis week's episode continues to pull back the veil on family offices and the approach they often use in not just real estate investing, but also in scaling out their portfolios and businesses. Listen in to learn options for scaling, why cash flowing assets is a key to doing so, and what other aspects of investing they are focused on for diversifying. This episode covers which markets are most promising, a strong caution on debt leveraging, and some important projections for multifamily inves...
S3 EP 175: *Special Edition: High Achievers Series* How to Build a Family Office
March 09, 2021 09:00 - 10 minutesWhether you're an individual investor, a "high-net-worth" individual, or a single family office, this week I am sharing how to take that next step when it comes to establishing a large family office. Generally speaking, a small family office will be managing around $20M in investable assets; a large family office at $100M+ under management. Listen along to learn what the fundamental steps and considerations need to be for growing into the next level and the associated cost structures for runn...
S3 EP 174: The Art of Financial Planning: Reddit, Market Turmoil, & Investing with Jesse Todisco
March 03, 2021 09:00 - 28 minutesThis week's episode provides great food for thought and powerful insights, as Jesse Todisco and I cover ground on managing investments throughout COVID, the recent reddit frenzy, and finally how to navigate through current market volatility to reduce risks, keep cash flow strong, and thrive in spite of the challenges. Listen along to learn where discipline and emotion balance out in investing, as well as some percipient advice in maneuvering through rough market waters. Learn more about your ...
S3 EP 173: *Special Edition: High Achievers Series* How the Real Estate Market has Pivoted During COVID
March 02, 2021 09:00 - 14 minutesToday, I am reflecting on the 3 main shifts I've taken note of during this last year of COVID impacted real estate investing. Listen along to learn how investors and lenders have pivoted throughout the pandemic, the interesting changes in how debt is being viewed and utilized, where equity has shifted from the traditional sense, and how investment structures have also adapted through these unprecedented times. Learn more about your ad choices. Visit megaphone.fm/adchoices
S3 EP 172: Tax Credits & COVID: Why Family Offices Are Investing in 2021 with Peter Powers
February 24, 2021 09:00 - 28 minutesWith the significant twists and turns of last year, and the continued impacts and challenges still developing out, 2021 is a year that can present many opportunities. Join me this week for a very interesting discussion with Peter Powers on where these opportunities exists, and how family offices are responding to them. From high level tax strategies to distressed assets to diversifying, we cover several topics that highlight strategies you can execute in your own portfolio for 2021 and moving...
S3 EP 171: *Special Edition: High Achievers Series* Macro Forces That Impact a Real Estate Deal's Performance
February 23, 2021 09:00 - 16 minutesWhen it comes to assessing new investing opportunities, or managing a current portfolio, remaining vigilant to the market is always important. This week I dive into some of the most influential macro factors that can impact a property's performance. When you become aware of the additional forces at play in a market, you are better equipped to make a wise investment, adjust your strategy midcourse, or recognize opportunity to walk away from. What are these macro forces? Listen in to find out! ...
S3 EP 170: The Great Debate: To be an Active or Passive Investor with Nico Salgado
February 17, 2021 09:00 - 22 minutesIf you've found yourself vacillating between the idea of being a full-time active vs passive investor, tune in. Nico and I discuss why this often becomes an appealing idea, particularly when it comes to creating generational wealth, along with several of the misconceptions that can make the journey far more complicated than anticipated. Listen along to learn the real pros and cons of each approach, how to ensure your goals and personality align with it, and most of all, how to best accomplish...
S3 EP 169: *Special Edition: High Achievers Series* Benefits of Establishing a Family Office
February 16, 2021 09:00 - 9 minutesSuccess begets success. If you're not familiar with this saying, the meaning is pretty simple: successes add up. First comes one, then another, and so on and that's how significant wealth is generally acquired. It's exciting to become a multimillionaire, but as money grows, so does the process of managing it. This is where the concept of a family office begins. Today's episode is all about understanding not just what a family office is, but why they are established and the benefits of doing s...
S3 EP 168: Insights of a Former JAG: The Power of Understanding Economic Cyclicality with Raj Gupta
February 10, 2021 09:00 - 32 minutesRaj Gupta is here this week to share some perceptive insights from his former time as a Navy JAG Officer, and now, onto being a full-time real estate investor. Listen along to learn how he made the transition, as well as his strategic advice on successfully investing based upon economic cyclicality. By joining us you will learn how to recognize where we are in the current market cycle, what opportunities this creates, and most of all, how to capitalize on them now. Learn more about your ad ch...
S3 EP 167: *Special Edition: High Achievers Series* How the New Stimulus Package Impacts Multifamily Assets
February 09, 2021 09:00 - 10 minutesAs we power through the economic recovery from the impacts of COVID, there is no doubt that the recently enacted stimulus package has brought in much needed support. Though the stimulus is not a perfect solution, it does bring opportunity and funding solutions you don't want to miss out on. Listen along to learn which components of this bill are most advantageous for multifamily investors and operators, and how you can access these funds to keep your portfolio, tenants, and community thriving...
S3 EP 166: The ROI of a "Last Life Ever" Philosophy with Jeffrey Holst
February 03, 2021 09:00 - 23 minutesTHIS may be the best use of your time today, and it's rare we tout this bold of a claim. Today's guest, Jeffrey Holst is here to share what he calls his "last life ever" philosophy, and it's a refreshing and inspiring concept. Listen along to learn how this type of mindset can help you live your BEST life now. After all, of all your assets, YOU are the one worth investing in the most. Learn more about your ad choices. Visit megaphone.fm/adchoices
S3 EP 165: *Special Edition: High Achievers Series* The 3 Books That Influenced Me the Most in 2020
February 02, 2021 09:00 - 22 minutesWhen your aim is to be successful, it’s not just about profitable investments and a thriving business. I’m a firm believer in lifelong learning, as self-development and education continually play a vital role in growing and achieving the many layers of success to be had. This week I am sharing three of the most impactful books I read last year. Listen along to hear which books I selected, what key lessons were learned, and how you can benefit. Learn more about your ad choices. Visit megaphone...
S3 EP 164: Why Traditional Financial Advice is WRONG with Anthony Faso & Cameron Christiansen
January 27, 2021 09:00 - 31 minutesThis episode has a handful of "truth bombs" that are sure to help expand your perspective and provoke some serious "reality check" thoughts. Today, Anthony and Cameron share how their focus in growing wealth starts first in shifting your perspective and building out a strong foundation on financial knowledge. The era of unknowledgeable investing has come at a significant cost to many, and today's episode delves into how to avoid these missteps and instead, equip yourself for measured and stra...
S3 EP 163: *Special Edition: High Achievers Series* How Family Offices are Investing Now & Why It Matters
January 26, 2021 09:00 - 17 minutesWhen you take time to analyze and learn from the success of others, you are far more likely to make progress on your own goals. Based on 3rd party research, this episode covers some surprising insights. Which assets are family offices investing in? How are they responding and positioning themselves in the midst of a global pandemic and a significant downturn in the market? Listen along to learn what they are doing, so you can do the same! Learn more about your ad choices. Visit megaphone.fm/...
S3 EP 162: How to Retire Early - Lazy Money & The New American Dream with Dave Seymour
January 20, 2021 09:00 - 37 minutesThe "American Dream" has been redefined. Today, Dave Seymour and I share a perceptive exchange on how it's changed, why, and most importantly, what does it really take to achieve it? One hint is lazy money - if you're not sure what that is, this episode is one you don't want to miss! Listen along as Dave shares how to strategically achieve the goals you've set, especially retirement, by molding your mindset, maximizing your funds, and maneuvering your own exceptional investment strategy. Lear...
S3 EP 161: *Special Edition: High Achievers Series* Multifamily Trends Right Now: A Sponsors Point of View
January 19, 2021 09:00 - 13 minutesMarket trends are very important to monitor. Today, I am sharing the most up to date trends in multifamily investing that I am observing as a real estate investor & sponsor. Listen along to gain insights into how the industry is currently looking as we have moved into 2021: from bad debt, to occupancy rates, to deal flow, and most importantly, returns! By listening in you will be better equipped to evaluate new investment opportunities, and adjust your strategy, if needed, for optimal results...
S3 EP 160: What Every High-Income Earner Should be Doing in Order to Lower Taxes with Dr. Jeff Anzalone
January 13, 2021 09:00 - 21 minutesToday's guest, Dr. Jeff Anzalone, is here to share how his realization of being dependent on one income led him down a road of discovery to not only the power of real estate investing and passive income, but also the tremendous tax advantages that are created from it. Listen along to learn how to best diversify your portfolio, invest with a clearer focus on cashflow, and most importantly - maximize your investment strategy and structure to unearth further avenues for tax savings! Learn more ...
S3 EP 159: *Special Edition: High Achievers Series* How to Allocate Your Wealth Between Stocks, Angel Investing, & Real Estate
January 12, 2021 09:00 - 10 minutes“It takes money to make money.” We’ve all heard the saying and the reality is it’s true. There are many investment vehicles to choose from, and the opportunities can sometimes be almost overwhelming. In today’s episode, I am sharing my opinion on how I personally diversify my portfolio. There’s no one way fits all approach to this, and I’m certainly not an investment advisor; but if you’re evaluating how to further diversify your own portfolio, these are my thoughts on where strategic succes ...