Real Estate Investor Podcast
202 episodes - English - Latest episode: 6 days ago - ★★★★★ - 14 ratingsTune in to the Real Estate Investor Podcast for best in class investing practices from real estate experts! Your host, Gary Lipsky, has more than 30 years of operations and management experience and over 20 years in real estate investing worth over $1/4 Billion. He talks to leading experts to discuss a wide range of subjects to educate investors on how to build legacy wealth and positively impact communities.
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Episodes
Episode #194: Investing in SoCal with Anthony Walker
April 19, 2024 07:00 - 19 minutes - 13.8 MBWhen it comes to investing, the Southern California (SoCal) market is the industry’s current hot topic! SoCal is a unique market and with the right investments, it can be extremely lucrative over longer periods. Anthony Walker is a master of investing in SoCal, and he joins us today in his capacity as Managing Broker and CEO of Buckingham Investments, Inc. In his tenure at the company, Anthony has presided over more than one billion dollars in sales, and he uses his gained expertise to expla...
Episode #193: Mitigating Risk with Charles Carillo
April 12, 2024 07:00 - 19 minutes - 13.4 MBReal estate may be a great investment, but like all great things, it still comes with a fair share of risk. To walk us through some methods for mitigating risk in real estate investing, we are joined once again by the multifamily and apartment investing expert, Charles Carillo. Charles is a Managing Partner at Harborside Partners and is also the host of the company’s podcast, Global Investors. In today’s conversation, we hear about what Charles learned after buying his first property, how he...
Episode #192: Top 10 Things to Look for in an Operator with Adam Dresher and Joe Fang
April 05, 2024 07:00 - 20 minutes - 14 MBDeciding who to invest your money with is a huge undertaking and with so many people entering the field of real estate investment, it’s more difficult than ever to know if someone is the right choice for you. Today, Gary Lipsky is joined by his colleagues from Break of Day Capital, Joseph Fang and Adam Dresher, for an informative discussion on the top ten things to look for in an operator so that you can make the best possible investment choices. Join the Break of Day Capital team as they un...
Episode #191: Peter McKernan: From Firefighter to Real Estate Investor
March 29, 2024 07:00 - 25 minutes - 17.9 MBToday on the Real Estate Investor Podcast, we are joined by Peter McKernan, a friend of the show, an investor and real estate agent in Southern California, as well as a former firefighter. In this episode, we discuss the value of leveraging the experience of others, especially if you’re nervous about jumping into your first deal, and highlight some of the key components of a successful partnership. We also take a look at California’s accessory dwelling unit (ADU) regulations, how real estate...
Episode #190: Investor Engagement with K. Trevor Thompson
March 22, 2024 07:00 - 16 minutes - 11.1 MBNetworking is more than just a few handshakes and pockets full of business cards; it’s about creating lasting, mutually beneficial relationships. For today’s impactful episode, we are in conversation with the VP of Investor Engagement at Massive Capital, K. Trevor Thompson to discuss some best practices for working with investors. Trevor has almost half a century of experience in entertainment and attractions, and he explains how that world is not so different from his work in real estate in...
Episode #189: Michael Scherer – Creating Change in Detroit
March 15, 2024 07:00 - 17 minutes - 12.1 MBIn this episode, we sit down with Michael Scherer, founder of Atlante Capital Group, to discuss the importance of affordable housing and community development in Detroit. The mission of Atlante Capital Group is to acquire, renovate, and lease clean, safe, and accessible housing solutions for individuals facing significant housing challenges. With over three decades of operational expertise spanning all facets of organizational functions, Michael serves as an advisor to multiple entities. Pre...
Episode #188: Todd Dexheimer – Scaling from $20k to $500M
March 08, 2024 08:00 - 24 minutes - 17 MBJumping between asset classes can be tricky if you don’t know what you’re doing, but it can also give you the foundational knowledge to go on and scale at will! Todd Dexheimer is the Co-Founder and Principal of Endurus Capital as well as the Principal of VitaCare Living, and he joins us today to share his methods for scaling from $20,000 to $500 million. We learn about how Todd got into real estate and why he’s mainly focused on multifamily before diving into the challenges of changing from ...
Episode #187: Brian Boyd – Real Estate Tax Tips
March 01, 2024 08:00 - 24 minutes - 17 MBWhat if there was a loophole in the tax code that you could use to not only earn more from your real estate investments but also pay less tax? Well, you need look no further, as Brian Boyd joins us today to share some incredible real estate tax tips! Tuning in, you’ll hear all about our incredible guest’s career as a lawyer, what got him interested in real estate, how he got started, exactly how to take advantage of the tax code using a clause in the Treasury Regulation, and more! We also de...
Episode #186: Adam Dresher - From Wall Street to Real Estate
February 23, 2024 08:00 - 23 minutes - 16 MBIn this episode, we delve into the intriguing journey of Adam Dresher, a former Wall Street expert who made a successful transition into the dynamic realm of real estate investing. Adam is a seasoned professional with a diverse background spanning over two decades in the financial services industry. Currently, Adam channels his expertise in real estate and plays a pivotal role in assisting clients in realizing their investment aspirations. In our conversation, Adam tells us about his previou...
Episode #185: Neal Bawa – Less Distress
February 16, 2024 08:00 - 26 minutes - 18.1 MBThere is so much talk of distress in the real estate world so today on the Real Estate Investor Podcast, we are getting an incredible breakdown of it from Neal Bawa. Tuning in, you’ll hear all about Neal’s career, how you can ‘do the math’ for multi-family properties in distress, a breakdown of distress and debunking of myths, and more! Our guest reminds us that bad investments are inevitable before sharing his thoughts on distress funds. Neal also believes that we will see recession-like co...
Episode #184: Tom Zeeb – Getting Started in Real Estate Investing
February 09, 2024 08:00 - 19 minutes - 13.3 MBAre you eager to get into real estate, but need help figuring out where to start? Then you won’t want to miss today’s conversation with best-selling author, speaker, real estate entrepreneur, and President of Traction Real Estate Investors Association, Tom Zeeb. His podcast, The Art & Science of Real Estate Negotiation is an indispensable resource for anyone looking to get into real estate, and today he tells us about the events that kick-started his entrepreneurial journey before sharing hi...
Episode #183: Peter Linneman – Interest Rates, the Economy and Multifamily
February 02, 2024 08:00 - 38 minutes - 26.7 MBToday we are joined, once again, by esteemed guest and friend of the show, Peter Linneman, to discuss his take on interest rates, the economy, and multifamily. In addition to being the Founding Principal of Linneman Associates, Peter is also a former Wharton professor, distinguished author, and co-creator of the highly regarded Real Estate Finance and Investment Certification Course by REFAI. We last had Peter on the show at the start of 2023 when he shared his predictions for multifamily re...
Episode #182: Being Diligent with Joseph Fang
January 26, 2024 08:00 - 14 minutes - 10.2 MBJoseph Fang is the Director of Investor Relations at Break of Day Capital and he revisits the podcasts to share his insider’s perspective, reflections, and projections from 2023 going into 2024. Kicking things off, we share the details and challenges of closing on Icon on Spanish Trail in December 2023 and explore what is behind the lack of investor liquidity in today’s landscape. We then discuss value-add plans for the property and why we have chosen to focus on water conservation and bound...
Episode #181: DJ McClure – Flood Zones
January 19, 2024 08:00 - 17 minutes - 12.4 MBBuying property in flood zones is a daunting prospect for many investors, with high insurance premiums being the main deterrent. But there are ways to reduce insurance costs for flood zone investors, it’s all about doing your due diligence and understanding the options that are available to you. Walking us through the ins and outs of flood zone insurance is the VP of Business Development at National Flood Experts, DJ McClure. Our guest explains how he is able to get his clients huge insuranc...
Episode #180: Anthony Vigilante – Investing as a Busy Professional
January 12, 2024 08:00 - 21 minutes - 15.1 MBDo you want to get into real estate investing but are worried that you don’t have enough time to juggle your job, family, personal life, and investing? Then this episode of the Real Estate Investor Podcast is for you! Today we are joined by the incredible Anthony Vigilante to discuss investing as a busy professional. Anthony is a seasoned CTO, experienced real estate investor, and investor coach, and in this episode, he tells us all about his investment journey and his passion for mentoring ...
Episode #179: Mauricio Rauld – 6 Layers of Asset Protection
December 15, 2023 08:00 - 29 minutes - 20 MBAsset owners often feel that having insurance on their properties is enough to protect them from any liability but that is simply not the case! Today we are joined by Real Estate Syndication Attorney, Mauricio Rauld to discuss the six layers of asset protection he has created for his clients. Tuning in, you’ll hear about Mauricio’s career, why he believes having more than one layer of asset protection is imperative, why not everyone needs all six layers, and more! He then breaks down the six...
Episode #178: Building a Great Team with Brandon Turner
December 08, 2023 08:00 - 20 minutes - 14.1 MBToday’s guest has done a remarkable job of growing his company in a very short amount of time and joins us to shed light on how he successfully managed to do this. Brandon Turner is the founder and managing member of Open Door Capital. He is also a best-selling real estate author and a past host of the BiggerPockets podcast with over 100 million downloads. Brandon has a strong track record of investing in multifamily real estate and his company currently has over $650 million in assets under...
Episode #177: Andrew Westling – Current Lending Environment
December 01, 2023 08:00 - 25 minutes - 17.6 MBAs an investor, it’s easy to get overwhelmed with the wealth of information that you’re required to sift through to make a good financial decision. It’s always wise to employ the services of a good broker, and Andrew Westling is here to explain why his firm is one of the best in the business! Andrew is a Director of Capital Markets at Walker & Dunlop, one of the largest commercial real estate finance and advisory services firms in the United States, and he is responsible for new loan origin...
Episode #176: Gary Lipsky – Bullish or Bearish
November 24, 2023 08:00 - 6 minutes - 4.72 MBStriking a balance between a bullish and bearish attitude toward the real estate market is a skill that is imperative for success in multifamily real estate. In this episode of the Real Estate Investor Podcast, we are discussing the future of the market and our conversation on the multifamily panel at the recent MFIN conference. Tuning in, you’ll hear about the unknowns in the market, what our plans are for next year, the importance of investing based on where you think the market may be, an...
Episode #175: Epic Grit with Clay Speakman
November 10, 2023 08:00 - 15 minutes - 11 MBGrit is a personality trait or quality beyond talent or intelligence. It is about having the determination and resilience to overcome obstacles and stay committed to a task or objective. In this episode, we take a unique turn as we dive into the world of epic grit with special guest Clay Speakman. Clay, a distinguished entrepreneur who has navigated the complexities of building technology companies, ventured on an extraordinary 10-year journey. He conquered over 100 challenging events, inclu...
Episode #174: Dave Foster – 1031 Exchange
November 03, 2023 07:00 - 29 minutes - 20.2 MBA 1031 exchange provides the opportunity of deferring taxes by swapping one investment property for another. However, the nuances of 1031s can be tricky to understand, so we’ve asked Mr. 1031 himself, Dave Foster, to join us and help explain the basics of a 1031 exchange. We discuss why the time constraints of 1031s are unattractive to investors, some solutions for deferring tax and maximizing a 1031, the costs related to 1031s, and how to overcome the challenges that may arise when investin...
Episode #173: Peter Eberhardt – The Athlete Mindset
October 27, 2023 07:00 - 21 minutes - 14.8 MBCompetitive sports require a certain tenacity, discipline, and focus to succeed, and it’s one of the best teachers for embracing failure. Joining us today is BMX rider-turned real estate investor, Peter Eberhardt, and he explains how he was able to buy his first property at the tender age of 21. Then, we dive into the rest of his real estate journey as he shares the lessons he’s learned by being his own handyman, why it’s best to live as close as possible to your smaller investments, how coa...
Episode #172: Joseph Fang – Fear & Macro
October 20, 2023 07:00 - 15 minutes - 11 MBEvery investment is accompanied by some element of risk. Seasoned investors know this, but for many, there is still a lot of fear around economic instability, market volatility, and more. Today, Joseph Fang, Director of Investor Relations here at Break of Day Capital, returns to the show to share his big-picture take on the current macro environment, the perks of being a contrarian, the dangers of over-diversification, and what you can do to capitalize on opportunities that others might be t...
Episode #171: Alan Underwood - An Entrepreneur's Journey into Real Estate
October 13, 2023 07:00 - 21 minutes - 15.2 MBThe entrepreneurial path is rarely a straight line, and it is often only upon reflection that you uncover the throughline beneath all the challenges and obstacles that you experienced along the way. Joining us today is Alan Underwood, a dynamic entrepreneur whose adventures range from launching a pizza chain at the tender age of 22 to navigating the stresses of managing a car dealership amidst the 2008 financial crisis. In today’s conversation, we learn about his journey into real estate, fr...
Episode #170: Christina Suter – Grit and Education
October 06, 2023 07:00 - 26 minutes - 18.6 MBJust like anything else in life, real estate investing is filled with ups, downs, and many twists and turns. However, the real problem is when times of financial tribulation fill you with dread and feelings of inadequacy. But if you can push through those feelings and persevere through moments of doubt and financial downturns, then what awaits on the other side is a life of true financial freedom. We are thrilled to welcome Christina Suter to the show today as she explains why grit, educatio...
Episode #169: Colm McEvilly – Investor Decision-Making Process
September 22, 2023 07:00 - 30 minutes - 21.4 MBWhen it comes to investing in real estate, the decision-making process is of unparalleled importance. This is where you, as the investor, will ascertain whether to get involved in a project or look elsewhere for more viable options. To help us make sense of the decision-making process for investors, we are joined by real estate sponsor and developer, and our dear friend, Colm McEvilly. After coming from a background in mechanical engineering, Colm has since gone on to find his feet in real e...
Episode #168: Ryan Kennedy — Health is Wealth
September 15, 2023 07:00 - 40 minutes - 27.9 MBWelcome to this special edition of the Real Estate Investor Podcast, where we bring you everything that happened in our recent Health is Wealth webinar with Ryan Kennedy. Ryan is a functional medicine practitioner, traditional naturopath, and board-certified clinical nutritionist who helps people improve their health through lifestyle and dietary changes. In Health is Wealth, Ryan breaks down everything you need to know to improve your mental clarity, maintain good energy levels, and keep yo...
Episode #167: Corey Peterson – What Could Possibly Go Wrong from LOI to Close?
September 08, 2023 07:00 - 29 minutes - 20.7 MBMost real estate investors relax once the LOI period is over but that is a huge mistake! Loads of things can go wrong between LOI and the close of the deal, and joining us today is Corey Peterson to tell us all about possible bumps in the road. Tuning in, you’ll hear all about our guest’s remarkable career, why Corey works with an attorney in certain instances, his personal LOI timeline, why you need to understand your seller’s ‘why’, and so much more! We delve into who should draw up the pu...
Episode #166: Jordan Berry — Investing in Laundromats
September 01, 2023 07:00 - 21 minutes - 14.9 MBLaundromats may have the stigma of being boring, tiresome places where no one truly wants to be, but they should not be dismissed by willing investors outright, because buying into a laundromat may bring you faster returns than most real estate ventures. We are thrilled to be joined today by Jordan Berry, the Founder of Laundromat Resource, an education and community platform dedicated to current and future laundromat owners. After explaining his professional background and current job role,...
Episode #165: Taylor Loht – Multifamily and Self-Storage Investing
August 25, 2023 07:00 - 19 minutes - 13.4 MBAs long as people exist, the need for housing will too! Joining us today is Taylor Loht, founder of NT Capital Group and the host of the Passive Wealth Strategy show. He is here to tell us all about his experience as a fearless multifamily and self-storage investor. Tuning in, you’ll hear about his fascinating view of interest rates as an investor, why he will continue to invest even in the current climate, the importance of making informed decisions about investments based on multiple facto...
Episode #164: Nick Stageberg – Infinite Returns
August 18, 2023 07:00 - 19 minutes - 13.6 MBWhere does property value lie? And what are the benefits of taking such good care of your property so that it’s worth more to you than the marketplace? Joining us today to explore these questions and to break down his enlightened approach to investing in real estate is Nick Stageberg, a software tech startup veteran and founder of Black Swan Real Estate, an established firm with over 300 million assets under management. We talk with Nick about his Infinite Returns strategy, his aversion to s...
Episode #163: Joseph Fang – Launching a Fund
August 11, 2023 07:00 - 16 minutes - 11.6 MBFor many investors, getting involved in a fund is a scary prospect as they just do not have all the information that they need to make an informed decision. But if they took the time to do the research, they’d realize that funds are a great way of diversifying portfolios and they can also add a bit of stability to an investor’s cash flow. Our Director of Investor Relations at Break of Day Capital, Joseph Fang, is on the hot seat yet again to further explain the value of opening a fund, why w...
Episode #162: Senior Housing with Christopher Finlay
August 04, 2023 07:00 - 15 minutes - 10.6 MBThe demand for senior housing is steadily increasing across the United States. Joining us today to discuss this important trend and how to meet demand is Chris Finlay, Chairman and CEO of Lloyd Jones LLC. With a successful 43-year track record and $750 million in assets, Chris is considered a leading voice in the industry. He expresses his deep social convictions by using his expertise to uplift others and actively supports Shelters to Shutters, a non-profit organization connecting homeless ...
Episode #161: Agostino Pintus – Office Conversions and Diversification
July 28, 2023 07:00 - 23 minutes - 16.2 MBIf you want to succeed in real estate, then you need to know your market. That is the firm belief of today’s guest, Agostino Pintus. Agostino has almost two decades of experience in real estate and is the Founder and CEO of Bulletproof Cashflow, where he utilizes his expertise to effectively source, negotiate, and acquire commercial properties. In addition to his work as a real estate syndicator and investor, Agostino is also a gifted speaker and serves as an invaluable resource for aspiring...
Episode #160: Joseph Fang and Gary Lipsky - Asset Management Wins
July 21, 2023 07:00 - 14 minutes - 10.2 MBWe’re taking a little detour today as our very own Gary Lipsky dons the hot seat to bring you all the asset management wins currently happening at Break of Day Capital. Joseph Fang assumes the role of host and questions Gary on his exploits as a speaker and why he loves to spend his time in front of large audiences. Then, we dive into some asset management wins by taking a look at the renovations that are happening at some of our properties. We discuss some of the troubles we’re experiencing...
Episode #159: Kathryn Schmeltz: Massive Value-Add on 1st Syndication
July 14, 2023 07:00 - 20 minutes - 14 MBToday on the Real Estate Investor Podcast, we are joined by Kathryn Schmeltz, a multifamily investor, deal sponsor, and partner at High Five Multifamily who has been buying distressed assets in the Dallas-Fort Worth area since 2013. To date, she has purchased, rehabbed, and successfully sold over 100 single-family residences and invested in over 700 units. In this episode, Kathryn offers some insight into her very first multifamily syndication deal, a distressed 103-unit in Lubbock, Texas, t...
Episode #158: From Drilling Teeth to Fulfilling Lifestyle Dreams! with Howard Polansky
July 07, 2023 07:00 - 23 minutes - 16.3 MBInvesting in yourself and your own business is invaluable, as is how you choose to manage your cash flow. Today, we are joined by cash flow optimization expert Dr. Howard Polansky, who reveals the secrets to unlocking financial success! Dr. Polansky is the founder of Cash Flow Coach USA, and in this episode, he shares his expertise in optimizing cash flow and financial strategies and opens up about his remarkable transition from dentist to cash flow coach, a move inspired by his son’s hospit...
Episode #157: Pain and Opportunity with Rod Khlief
June 30, 2023 07:00 - 23 minutes - 16.1 MBAt the brink of a global recession, it is possible and beneficial, to choose excitement over fear. During this episode, Rod Khlief returns to the podcast to share his predictions for the future of our economy and how we can succeed in a changing climate. Rod is a top real estate and peak performance expert, multiple business owner and philanthropist. He has owned over 2000 properties and hosts the Lifetime Cashflow Podcast, with over 16 million downloads. One of the themes he speaks about we...
Episode #156: John Berlet – Opportunity Zone Fund to Defer Taxes
June 23, 2023 07:00 - 23 minutes - 16.3 MBOpportunity Zones [OZs] have been demarcated in the interest of economic development and to attract investors to distressed parts of America. Joining us today is an OZ Fund specialist, the General Partner of Tandem Trust, and the Fund Manager of Coastal Bend OZ, John Berlet. After explaining what he does and breaking down his history as a financial planner, John defines Opportunity Zone Funds, the tax incentives and other reasons that you’d want to start one, why big construction is better ...
Episode #155: Powell Chee - Pivoting to Self-Storage
June 16, 2023 07:00 - 30 minutes - 21.3 MBWhen Powell Chee entered the real estate space, nobody could have predicted the imminent pandemic. But, far from letting this world-altering event derail his aspirations, Powell made it work for him by pivoting to self-storage! Today, Powell is the Managing Partner at Radiant Storage and a Principal at Multifamily Masters. In this episode, he shares an overview of his journey from athletics coaching to sales to real estate, how he has successfully scaled his self-storage business over the pa...
Episode #154: Gary and Joe - Patience & Performance
June 09, 2023 07:00 - 13 minutes - 9.44 MBIn an answer to the many questions we’ve received about what’s happening at Break of Day Capital, Gary and Joe sit down to discuss everything that the company is getting up to. You’ll come to understand why we are not fazed by our 9-month deal drought, the deals that are currently in progress, how we go about executing our vision, and what you can focus on for motivation when most of your work is done behind the scenes. For a breakdown of our recent website updates and to find out what we’ll...
Episode #153: Chris Seveney - Note Investing Made Easy
June 02, 2023 07:00 - 14 minutes - 10.2 MBNote investing is an uncommon niche to choose in the realm of real estate, which is part of the reason Chris Seveney chose to devote himself to it. Chris is a real estate investor, entrepreneur, and podcast host specializing in note investing. He joins us today to share his insights on the notes business from the scale of the mortgage market to the best time to strike when it comes to note investing. In this episode, we find out how Chris left the W2 world to focus solely on real estate and ...
Episode #152: Litan Yahav — Finding Diamond-in-the-Rough Operators
May 26, 2023 07:00 - 32 minutes - 22.7 MBIn passive real estate investing, the right operator is vital. Joining us to discuss how to find diamond-in-the-rough operators, is Litan Yahav, a Navy veteran and tech founder, who exited his last startup eight years ago and became a full-time alternative investor. With experience in private equity, real estate, startups, and crypto, Litan built Vyzer, a startup focused on automating the management and control of alternative investments for generating wealth and passive income. Throughout t...
Episode #151: Jay Parsons – Data and the Economy
May 19, 2023 07:00 - 21 minutes - 14.7 MBToday, we are joined by Jay Parsons, who serves as the Senior VP and Chief Economist for RealPage. He's a frequent author and sought-after speaker on topics related to multifamily apartments and single-family rentals and has been cited in the Wall Street Journal, Bloomberg, the Financial Times, and the New York Times. In this episode of the Real Estate Investor Podcast, Jay offers his insights into market trends and consumer behavior as we discuss the US housing market shortage, nationwide r...
Episode #150: Steeve Breton — Lessons Learned from Over 40 Investments
May 12, 2023 07:00 - 19 minutes - 13.7 MBAfter partaking in over 40 real estate investments, you’re bound to learn a thing or two! Today’s guest is the founder of Velocity Capital, Steeve Breton and he is here to tell us all about what he has learned from his vast investment experience. In this episode, you will get some insight into the patterns Steeve has seen throughout his time in this space, and find out why overpromising on returns is dangerous. Steeve shares the importance of being realistic, and how he has overcome particul...
Episode #149: Daniel Puder – Impact Investing
May 05, 2023 07:00 - 24 minutes - 16.9 MBHomelessness and poverty are becoming overwhelming and with the school system failing children, we are not much closer to solving the problem! Today on the Real Estate Investor Podcast, we are joined by the incredibly accomplished professional wrestler and entrepreneur, Daniel Puder to discuss the amazing impact investment program that he has created to help tackle these issues. Tuning in, you’ll hear all about what inspires him, how he became enlightened to the real issues in the world, and...
Episode #148: Joe Fang — Optimum Health for Maximum Returns
April 28, 2023 07:00 - 22 minutes - 15.7 MBHealth plays such a big role in productivity, making good decisions, and basically being at your best. Joining us today to talk about why optimum health is so important for maximum returns (even in real estate) is Joe Fang, the director of investor relations at Break of Day Capital. Tuning in you’ll hear about what inspired Joe’s health kick and why he believes so strongly that health and wealth are in synergy, before he breaks down his three most important factors for maintaining a healthy ...
Episode #147: Michael Elefante – Short-Term Rentals Masterclass
April 21, 2023 07:00 - 16 minutes - 11.6 MBIf you want to stand out as an investor in the short-term rental market, this is the episode for you! Within 12 months of entering the real estate world, Michael Elefante and his wife had reached their goal of attaining financial freedom. Today, they are managing seven short-term rentals as well as running a coaching program (BNB Investor Academy), a property management company (Hometeam Vacation Rentals), and a design company (Somerled Designs)! Tune in today to hear about the power that li...
Episode #146: Raising $ for Real Estate with IRAs with Mat Sorensen
April 14, 2023 07:00 - 19 minutes - 13.4 MBToday, we are joined by Mat Sorensen to learn the ins and outs of using IRAs and 401(k)s to invest in real estate and other assets. Mat is the CEO of Directed IRA, a senior partner at KKOS Lawyers, and the bestselling author of The Self-Directed IRA Handbook. In this episode, he breaks down how to raise money for real estate deals with IRAs and shares the pros and cons of doing so. Mat demystifies the QRP and explains how to qualify for a solo 401(k), before delving into the content of his a...
Episode #145: Perry Zheng – High Octane Investor Portal
April 07, 2023 13:00 - 22 minutes - 15.9 MBJoining us today is Perry Zheng, the Founder and CEO of Cash Flow Portal, a company helping many real estate syndicators raise millions by making it easy to raise money, streamline operations, and reach investors to win more deals than ever before. Perry is the ultimate tech whiz and real estate guru. With over a decade of experience in top tech companies like Lyft, Twitter, and Amazon, he's a pro at managing engineering teams and creating cutting-edge software. He is also a lead sponsor for...