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The Passive Road To Retirement

The Passive Road To Retirement

50 episodes

Ep 50How To: Master Passive Income with Charles Rose

Charles Rose Jr is a Real Estate Investor and coach who works with new investors to help them close that first cash-flowing rental property on their path to financial freedom. He and his wife Katherine Rose built a 6 figure automatic real estate business in 3 years. He also helps other investors scale their business into a 6 figure real estate business. Charles Rose Jr firmly believes that getting in the right investor mindset is key to being a successful real estate investor. Charles Rose Jr is a co-host on the Master Passive Income Podcast with Dustin Heiner and was a featured guest on the Breakthrough Millionaire and Living Off Rentals Podcasts. He is also the Community Manager of Master Passive Income and a speaker at REWBCON (Real Estate Wealth Builders Conference). Charles Rose Jr holds a bachelor of science degree in civil engineering from Charlotte University and is the author of Journey To Success: Defy The Odds & Realize Your Dreams.

Jan 12, 202432 min

Ep 49How To: Accelerate your Real Estate Investing with Roger King

Roger King is a seasoned real estate investor with over 27 years experience specializing in strategic, cash-flowing properties. As the founder of a boutique firm, his insights have yielded over $10m in profitable returns to his investors during the last decade alone. Currently overseeing a diverse portfolio valued at over $50m (and still growing), Roger's current focus centers on residential and commercial properties located in 13 states around the U.S. There is currently a strong emphasis on mobile home park communities scattered in 8 of those states. Early on, Roger pursued a Performance degree at the esteemed Berklee College of Music in Boston, MA. As a former professional drummer, Roger's musical endeavors led his bands to open for renowned artists like Brian Setzer, Spyro Gyra, and Bryan Adams. Beyond his professional achievements, Roger has a passion for personal development. Embracing unique challenges, he has walked on fire over a dozen times, gone skydiving, and has lately ben working toward earning his private pilots license. Roger is also committed to philanthropy, contributing to the rebuilding orphanages in Kenya and supporting families during several retreats in India and Fiji. Roger and his puppy Daisy cherish their sunset beach time in Puerto Rico, the island they now happily call home. His newest pursuit is building The Real Estate Investing Accelerator™, a community of investors who want to learn to start and scale their real estate investing businesses. By helping members not only to live the life of their dreams, but be able to give back to those passion projects they’re called to support with both their time and their money. NEW COURSE: The Real Estate Investing Accelerator - Founders Group @ www.rogerking.com

Jan 5, 202435 min

Ep 48The Art of Not Going to Jail with, Nate Dodson

Nate Dodson Esq. is a Founding/Managing Partner of Dodson Robinette which owns and operates multiple specialized law firm brands including Crowdfunding Lawyers, Dodson Legal Group Real Estate, Estate Protection Lawyers, and others. Through Crowdfunding Lawyers whose motto is “Securities Simplified”, Nate shares with the masses many of the secrets to entrepreneurial success and simplified capitalization throughout the hundreds of interviews, podcasts, and other business-related speeches given by Nate through the years. New Book: Investment Planning Alchemy and The Art of Not Going to Jail

Dec 29, 202329 min

Ep 47Russell Franchi- How to scale to $43,000,000 in assets

Russell Franchi, Co-founder of Village Capital Partners. Russell has been in commercial and residential real estate for 20+ years and currently focuses on investor relations and financing. He also still works as a luxury residential broker in Florida.He has an exceptional history investing in real estate and some fantastic insights he shares in this episode. Below are some highlights:Company Profile/Achievements: 12+ Multifamily Acquisitions with 300+ doors Target Markets: Michigan, Texas, Alabama, Florida, and Tennessee $43M in Asset Under Management Historical Returns: 18.5% IRR on full cycle deal for investors Case Study: How to perform a cash out refi with a Freddie mac loan, return all investor capital, and replenish CapEx while offering infinite returns www.VillageCapitalPartners.com

Dec 15, 202329 min

Ep 46Mortgage Note Investing with Cal Ewing

Cal Ewing was born and raised on a cattle ranch situated on the foothills of the Rocky Mountains in Alberta, Canada but his real estate journey has taken him far beyond his roots. Since his days as a university student in 2009, he has been passionately investing in U.S. real estate, with his first deal taking place in Las Vegas, Nevada amidst the real estate market crash and wave of foreclosures that hit Las Vegas especially hard. Over the years, Cal's investment strategy has undergone a significant evolution, leading him to explore the realm of performing and non-performing mortgage notes on residential properties across the United States. During our podcast, Cal will delve into the reasons behind his affinity for note investing, choosing it over conventional approaches like owning rental properties, wholesaling, or flipping houses. Cal's extensive experience encompasses various aspects of real estate, including tax deed investing, foreclosure excess proceeds recovery, fix and flips, long-term rentals, wholesaling, "wholetailing," buying subject-to, and owner financing. This wealth of knowledge and experience has shaped him into a well-rounded and informed real estate investor. As a Canadian investing in U.S. real estate from his home country for the past 14 years, Cal offers a unique perspective on cross-border real estate investment and the associated challenges. He has firsthand experience navigating the complexities of investing in a different country. Moreover, Cal has weathered the storms—both metaphorical and literal—as a real estate investor. When Hurricane Harvey struck, two of his Houston properties fell victim to flooding, leading to devastating losses. Instead of succumbing to defeat, Cal transformed adversity into resilience, emerging as a stronger investor and discovering valuable lessons about perseverance. Beyond his investment achievements, Cal is also a real estate coach, having taught property wholesaling and various other real estate investing topics/strategies to numerous students. His love for real estate stems from the harmonious blend of analytical thinking and creative problem-solving it requires. Cal likes to encourage people to schedule a call with him if they are interested in getting involved in mortgage note deals. They can schedule a call at www.talkwithcalewing.com

Dec 8, 202326 min

Ep 45Money With Mission- Felecia Froe

Felecia Froe, MD is the owner of Money With Mission, an investment company focused on empowering professional women to build wealth and achieve financial freedom through social impact investing. As a real estate syndicator, Felecia has partnered with like-minded investors and has raised money for several social impact projects, including a residential assisted living home in Kansas City, Missouri focusing on providing elderly residents experiencing memory problems with personalized care. With her partners at the Eco Alliance Group, she is providing healthy food to food desert areas with indoor vertical farms and grocery stores. In addition to real estate investing, Dr. Froe is a licensed urological surgeon with over 20 years of experience. She has written many Best Selling books including "How to Create Wealth that Outlives You". Plus, she is an advocate for sharing the great work others are doing for their community through her podcast Money With Mission Podcast

Dec 1, 202328 min

Ep 44Note Investing with Larry Hoffman

Larry Hoffman is the owner of LJH Investments LLC an Ohio-based real estate investment firm specializing in buying and selling distressed and toxic assets since 2006. His company focuses primarily on the purchase of performing & non-performing 1st mortgages on residential and commercial properties across the United States in the 50 largest metroplexes. His strategy is to purchase this mortgage debt and either negotiate with the homeowner or borrower to take control of the property or turn the loan back into a performing loan. Instead of rehabbing the property, his focus is to “rehab the borrower” and create a win, win scenario for our borrowers, the banks, and his investors. Ljhinvestments.com Talkwithlarryhoffman.com

Nov 24, 202329 min

Ep 43Perry Keenan, The Flippin’ Mayor

Perry Keenan is a seasoned real estate investor with nearly twenty years of experience. Perry found his passion for investing at a real estate seminar for flipping houses in 2005. Since then, Perry has spent time, not just flipping houses, but also acquiring buy and holds, wholesaling, and most recently purchasing a mobile home park. The first real estate deal was a quick flip that netted him and his partner $3,000 each. Perry was hooked. On their second deal, they lost about $2000 each. Perry and his partner made the usual rookie mistakes on the next few deals but were able to turn things around and settled in on flipping "B" class properties. In 2007, when Perry and his wife Misty were expecting their 1st child, they decided to step out of the partnership and form their own real estate company, MSi Properties, LLC. They successfully flipped several properties, primarily working through foreclosure sales and courthouse auctions. When the real estate crash of 2008 happened, Perry and Misty were holding five mortgages including their personal home. Perry often jokes: "During the crash, you couldn't even get Warren Buffett approved for a home loan"., Faced with declaring bankruptcy, they sold two properties at a loss and converted the other two houses to rentals, because they were too far "under water " to sell. Perry then took a sales managers position with a roofing company in Hendersonville, Tn and gave up on real estate. The next 4 years were brutal. A bad run of bad renters and a crappy housing market burned them out on real estate. In 2012, Perry was elected Mayor for the Town of Pleasant View, Tn. and in 2014 got back into house flipping. He was working to crawl out of a bad real estate hole, but could not get ahead because of the constant problems with their rental tenants. Ready to throw in the towel and consider bankruptcy again to get rid of the two houses, Perry sat down with his parents to get financial advice. They suggested he reach out to family friend Johnny Lindahl and get his thoughts on the two houses Perry had been holding since the '08 crash. In 2015, Perry had a four-hour lunch meeting (no joke, it really was 4 hours), with Johnny who quickly became his real estate mentor. Johnny, with wisdom and clarity, was able to point out the long-term differences between flipping houses versus buy & hold. The biggest take-a-way from that lunch meeting was learning the "Power of 10", which Perry loves to “pay it forward” in detail when time permits. Perry spent 8 years as Mayor of our home town and have hundreds of hours in speaking engagements to small and large audiences. He truly feels obligated to "pay it forward" with the knowledge others have given to him. Not to sound religious, but he believes if you are willing, God will use you to touch the lives of others through your words. In speaking engagements, his goal is to always connect with the audience and give them that “one thing” they need to hear at that precise moment. He says, “Nothing is more satisfying than having someone come up to you years later, and reference a line or a thought from a talk or a speech you gave.”Now Perry has a new passion for mentoring others and changing their financial futures through the power of real estate. “I love when people ask me about real estate, I can talk about it for hours! There are just soo many ways to make money without having to have a lot of money” Perry often says. “It’s the one true way to become a millionaire, without having to first be a millionaire.” Perry has a goal to make sure people don’t get discouraged in the beginning. “Everyone has to start somewhere. It takes time, effort, and consistency to change your financial future”. Perry and his wife currently own 40+ doors with a goal of acquiring 40 more in the next 18 months. Since 2015, Perry and Misty have been Blessed in steadily building their buy and hold portfolio of over $6,000,000.

Nov 17, 202334 min

Ep 42Contrarian Investing with Andrew McDannels

Andrew McDannels is a contrarian, long term value investor. He follows the Austrian school of economics. Master Yoda level. He will give you the facts and data needed so you can make business and investment decisions for yourself: Real estate Natural resources/Mining Energy Macro Economics “The greatest thing you need is someone to tell you what you need to hear vs. someone telling you what you like to hear." -Andrew McDannelsAndrewMcDannels.com

Nov 10, 202348 min

Ep 41The Power of Syndications with Greg Butcher

Greg is an experienced real estate investor who lives near Temecula, CA. He began investing in single family homes during his career as a Marine Corps officer, but struggled to learn how to scale them. His “aha!” moment was learning about the power of syndications and the scalability of multifamily real estate. He joined a leading national multifamily education and mentoring program while preparing to retire from active duty in 2015, and has since invested in over $160M worth of real estate (over 1,100 units) as a general partner and more as a limited partner. He is a co-organizer of the National Apartment Investor Community (NAiC) Meetup group in the San Diego area and a coach with Vertical Street Ventures Academy so he can share his passion and help others get their start in multifamily also. Free webinar: How to Recession-Proof Your Retirement with Hands-Off Commercial Real Estate Investing https://BluSky-equity.com/webinar

Nov 3, 202325 min

Ep 40How to Build Wealth with Corey Peterson, Kahuna Investments

As the owner of Kahuna Investments, Corey strives to provide his investors with stable cash flow returns and long-term capital appreciation by buying multi-family apartments. Corey has managed and acquired over $230 million in real estate across the country. He is the bestselling author of “Copy Your Way To Success – Standing on the shoulders of Giants” and "Why the Rich Get Richer", and host of the Multi-Family Legacy Podcast. He speaks around the country on this subject including at Harvard and Nasdaq. Corey is frequently featured on FOX, CBS, ABC, and NBC affiliates. NEWEST BOOKCopy Your way to success, standing on the shoulder of giants Text “BOOK” to480 500 1127

Oct 8, 202334 min

Ep 39Inspiring others to build wealth with- Yana Epps

Yana Epps, a proud Bay Area native and the owner of Ask M.E. Investments. She has over 20 years of real estate experience which includes lending, wholesaling, rehabbing, interior design, consulting and being a California licensed agent. Currently has ownership interest in 244 multifamily units.With a focus on raising capital and investor relations, her experience as a passive investor has taught her the importance of communication and transparency.Yas has an award-winning background in corporate sales and marketing which has given her the ability to grow and maintain vital investor relationships which are the lifeline of her business.Her mission is to enable and inspire others to build wealth and realize financial freedom through real estate.She is super passionate about promoting financial literacy and encouraging the next generation to have a money mindset.

Oct 8, 202324 min

Ep 38Founder of Golands Capital- Yuri Gomez

Yuri is a real estate investor with 8 years of experience and founder of Golands Capital. He is the owner and operator of 2 small multi-family buildings (which he rents long and short term), he is a house-hacker and a private lender to fix and flip projects. Yuri has also invested in 594 units as an investment partner and is part of the management group in 3 projects out of a total of 576 units under management. Instagram: @yurialexinvestor

Oct 8, 202329 min

Ep 37Investing in Short Term Rentals with, Jonathan Dempsey

This week I had the pleasure of interviewing Philadelphia based entrepreneur Jonathan “JD” Dempsey (@livefreewithjd). JD is a real estate investor, agent, and business owner that specializes in short term rentals. This 28 year old millionaire reached financial freedom before age 30 by building a portfolio of over 70 short term rental units. In the last 24 months, JD has also created a short term rental property management business that manages a portfolio of over 100 units across multiple cities ranging from the Pennsylvania, the Jersey Shore, to Phoenix Arizona. He believes that financial independence is a lifestyle and that anyone with an ounce of desire to be financially independent should pursue it. This is why he created the “Live Free” Movement to teach entrepreneurs how to chase their path to financial freedom and explore the world.

Aug 11, 202324 min

Ep 36Fortune 500 turned real estate entrepreneur - Niyi Adewole

Niyi Adewole is a former Director of strategic accounts at a Fortune 500 Healthcare company turned real estate entrepreneur. He was successfully able to move out of the corporate world into full time real estate in August of 2022, and now gets to work in his passion of helping others achieve financial freedom through real estate investing both as an investor friendly realtor in Georgia and as a mentor to many within the Ekabo Home Financial Freedom Mastermind group/podcast network.

Aug 4, 202326 min

Ep 35From Television production to Real Estate with- Jeffrey St Arromand

Jeffrey St. Arromand is an award-winning sports television producer and a leading partner of the successful Tricia Lee Team. He is an experienced property expert whose approach to real estate is based on fostering positive relationships. His clients appreciate how he balances his enthusiasm and thoughtfulness with his in-depth knowledge and his relentless drive throughout the buying and selling process. "I'm a producer in every sense of the word," explains Jeffrey. "My clients count on me to orchestrate inspired deals for better living - managing all the moving parts. Nothing lights me up more." Jeffrey and Team Tricia Lee has sold over $300 million in sales. He possesses the ideal mix of product knowledge and tactical expertise, and he is a strong communicator and a focused negotiator. His extensive network of real estate professionals—attorneys, contractors, stagers, etc.—makes him a one-stop-shop for all of his clients. Additionally, his creativity and experience in TV production coupled with the capabilities of SERHANT. greatly enhance his ability to market and sell homes. He specializes in working with clients in Brooklyn and Manhattan. He enjoys the challenge that each deal presents, and he loves being able to solve problems and find success for his clients. A Brooklyn native and a 3-time national-level Emmy winner, Jeffrey holds a Bachelor's Degree in Broadcast Journalism from Florida A&M University. He is fluent in French and exceptionally well-traveled, and his interests include working out, going to museums, and spending time with family. He has a wonderful daughter named Addison, and he is engaged to the incredible and talented Tricia Lee.

Jul 28, 202332 min

Ep 34Agostino Pintus- Founder and CEO of Bulletproof Cashflow

Agostino is the Founder and CEO of Bulletproof Cashflow where he applies nearly two decades of real estate experience to source, negotiate, and acquire commercial properties. He is a sought-after speaker for real estate events, MeetUps and media engagements around the globe.He is the host of the Bulletproof Cashflow Podcast, a series highlighting topics every real estate investor should know to build their success, where he also brings experts on to teach and share their real-life experiences as investors, marketers and capital raisers, all of which can be found on Apple Music, YouTube and Facebook.Agostino is passionate about real estate and enjoys sharing his knowledge with others. He also enjoys meeting with people one-on-one to understand their real estate goals, aspirations, and challenges.

Jul 20, 202335 min

Ep 33Running two law offices while investing in Real Estate with, Andy Hubbs

Andy has been a real estate investor since 2011. Over the past decade, He's accumulated a portfolio of single family properties throughout metropolitan Detroit and in Indianapolis. In addition to purchasing rentals, he has also flipped numerous properties from minor cosmetic projects to major teardowns and remodels. For the past few years, he has focused on commercial and multifamily properties with investments in Michigan, Illinois, and Oklahoma. He has been married to his wife, Colleen, since 1999. He has an 18 year old son, Alex, a 16 year old son, Jake, and a 12 year old daughter, Allison. They also have three golden retrievers. Andy owns and operates two law offices with his wife. He is an avid college sports fan, particularly Michigan State University, his alma mater. His goal is to own 500 doors within the next year. He is excited about transitioning from passive investing to more active investing.

Jul 13, 202325 min

Ep 32From Stocks to Real Estate Investing with, Kurt Warner

Kurt began his Real Estate investment journey with JFK Properties in 2018. After spending eight years trading stocks, options and forex, as well as a failed attempt on his first deal in 2007, Kurt has become an instrumental part of the success of JFK Solutions Inc. Kurt and his two business partners have focused on multi-family and commercial properties in Northern Ontario and Eastern Canada. Kurt’s strengths are his ability to analyze properties and uncover opportunities, calm demeanor and willingness to go after any deal that makes sense, regardless of the size.https://lagerandlistings.com https://lifebalancementor.com

Jul 6, 202329 min

Ep 31How To: Invest in land with "The Land Shark" ; Brent Bowers

Brent Bowers, is an investor and coach with a focus on buying and selling vacant land. As an Army Officer with over 8 years of service, Brent was spending a great deal of time away from his family, and he knew he needed to make some changes in order to be more present with his wife and children. In a short period of time, Brent was able to expand his business, hire a team, and (most importantly) spend quality time with his family while still working hard and helping others. While Brent invests in many different types of real estate, his favorite investment strategy deals with buying and selling vacant land, and he enjoys sharing his expertise in this area with his coaching clients.Brent chooses to live his life based on Bob Burg’s quote, “Your influence is determined by how abundantly you place other people’s interests first.” He is passionate about helping other people find success in real estate investing, particularly in land investments

Jun 30, 202333 min

Ep 30How To: Invest in Real Estate using mindfulness principles with Terrie Schauer

With 20+ years experience as a Real Estate investor and property manager, Terrie is CEO & founder of MyRoom Gestion, a property management and Real Estate consulting group based in Montreal, Canada. She is the leading authority on applying mindfulness principles to Real Estate investing, and has written the #1 bestselling book on the topic, Mindful Landlord. Co-host of two wealth and real estate podcasts (The Mindful Wealth Podcast & The Real Estate Investor's Club Podcast), her clients include business owners, executives and professionals who want to hedge the rat race, and gain financial freedom through Real Estate. Her passion is to help fellow investors act for both profit and peace of mind.Her key areas of expertise are Real Estate with a focus on holistic wealth, financial freedom, female excellence in investing and beyond. She has given keynote addresses at Canadian Real Estate conferences on these topics.Terrie holds a PhD (SFU) and Masters degree from Oxford University. She is two-time world champion in Brazilian Jiu Jitsu. Her best selling book, Mindful Landlord, is currently available on Amazon. https://terrieschauer.com/order-mindful-landlord-book/Check out her website @ www.terrieschauer.com Follow her on Facebook @ https://www.facebook.com/TerrieSchauerIncBook website - https://mindfullandlord.com/

Jun 26, 202333 min

Ep 29From Fortune 500 Company to 438 MultiFamily units with, Sonya Rocvil

Sonya Rocvil is the Principal and Founder of Bedrock Real Estate Investors, a privately-owned real estate company, specializing in the acquisitions and asset management of multifamily apartments in the United States. She has syndicated and operated multifamily deals totaling 462 units and valued at over $25m. Sonya has successfully life-cycled four apartment complexes totaling 374 units. She has also been an equity partner for multifamily investments totaling 438 units and valued at $28.7m. Sonya began her career as an auditor and later transitioned to finance at a Fortune 500 Company. Her depth of knowledge in business analytics and strategic implementations that drive growth, has made her successful in acquiring and operating multifamily properties. Sonya has been Adjunct Instructor for the NYU School of Professional Studies and serves as Treasurer of the Council of Urban Real Estate. Sonya holds a Master of Business Administration from Baruch College, Zicklin School of Business and a Bachelor of Science in Accounting from Rutgers University. She is also a graduate of Project REAP (Real Estate Associate Program). Sonya is a Certified Public Accountant and Licensed Real Estate Agent in the State of New York.

Jun 16, 202327 min

Ep 28The path to $1 Billion in Real Estate and Business assets with Jeremy Roll

Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash flowing investments in real estate and businesses. Jeremy is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 with the goal of facilitating networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails ([email protected]) to network with or help other investors and to discuss real estate or business investments of any size.

Jun 9, 202338 min

Ep 27Interview with Elsa Nguyen, Co-Founder- InvestNOW Capital

Elsa is the Co-Founder of InvestNOW Capital, a private Real Estate investment firm. She is also a national speaker and multifamily coach.Elsa helps people to generate wealth through passive Real Estate investments. Elsa’s current portfolio comprised of 200 multifamily units and 225 units in pre-construction development. Prior to managing investNOW, Elsa served as a Managing Member, CFO for North Star Development, a full-service pre-construction development firm. She also had 15 corporate years as a Financial Controller prior to doing real estate

May 6, 202331 min

Ep 26The path to 2,600 units with Renato Geromel Jr.

Renato is an investor, and founder of Geromel Capital & Construction. With experience in investments as well as construction he has an investment portfolio of 2600+ units, and has worked on projects that ranged from hospitals to multifamily properties. A few interesting projects he worked on include a 26-story, 516,000 square feet assisted living facility and a 157 unit multifamily high rise. Renato is super passionate about construction and real estate investments that bring financial freedom to his investors, employees, and colleagues. He lives in Orlando, FL and enjoys traveling, skiing and scuba diving throughout the world with his wife.

May 6, 202333 min

Ep 25How To: Build a following from scratch with RJ De Leon

RJ is a Licensed Illinois Real Estate Broker, founded EJC Partners, a general contracting company that focuses on multifamily investments, and owns and manages multifamily properties with his wife Nicky. Over the past decade, RJ has gained valuable real estate experience working for companies such as CohnReznick, Golub and Company, and Jones Lang LaSalle as a real estate accountant for class A assets. After accounting, RJ moved into sales and helped Fortune 500 companies incorporate economic and labor market data into their critical business functions working with national real estate developers using that same technology. Nicky and RJ are hosts of the Chicago Multifamily Club and have been guests on numerous podcasts. RJ graduated Magna Cum Laude in Accounting at Northern Illinois University where he also received his Masters of Accounting Science. RJ has 15 years of experience in business management, client relations, raising capital, construction, and project management. RJ is a savvy business owner, entrepreneur, and mentor who is passionate about helping others achieve their potential in real estate, investing, and overall lifelong happiness.

May 6, 202336 min

Ep 24How To: Escape Wall Street Volatility with Matt Hansen

Matt is a retired corporate executive that transitioned to full time real estate investor. His investment portfolio includes over 2,000 units of multifamily apartments located in Texas, Tennessee and Florida. He is passionate about helping others avoid the volatility of the stock market by passively investing in real estate. Here is a link to our FREE Rethink Your Retirement Guide: @https://hansenholdings.com/freeguide/

May 5, 202327 min

Ep 23John Casmon- Corporate America to $100 Million in Real Estate

John Casmon is a real estate entrepreneur, who has partnered with busy professionals to invest in over $100 million worth of apartments. John also consults active multifamily investors to help them start or grow their business. He hosts the Multifamily Insights podcast (formerly Target Market Insights) and is the co-creator of the Midwest Real Estate Networking Summit. Prior to becoming a full-time investor, John worked in corporate America, overseeing marketing campaigns for General Motors, Nike and Coors Light.

May 5, 202332 min

Ep 22How To: Crush your fears with Neil Schoepp

Neil spent 40+ years in New York City where he grew up and hit every kids exacta. He first became a Police Officer and then a Fireman. Through his 24 years of working the streets of NYC he came face to face with fear and found numerous ways of harnessing it's power and using that power to take action instead of becoming frozen by it. Now Neil is on a conquest to help people use the energy created by fear to push through the fear and achieve the life they deserve. In his free time Neil enjoys spending time outdoors mountain biking, fishing and hiking with his wife and two children.

May 5, 202357 min

Ep 21How To: Raise $1,000,000 in 90 minutes

Jay Conner began investing in real estate in 2003. At the start of his career, he relied on his local banker and was able to put together a few deals. However, that also meant coming up with large down payments, paying origination fees, and signing personal guarantees on every deal. After years of feeling owned by the bank and being stressed out, he learned how to buy properties using creative financing, including subject-to and using lease-options. After the market crashed in 2008, his banker cut him off. Jay had to abandon everything he knew about how to finance his deals. Then, he heard about the world of private money. He developed his own system for gathering millions of dollars for real estate deals. Over several years, Jay refined his system until it was repeatable and dependable. When he put it to the test, the first person he approached gave him $250,000 in private money. In just a few short months, Jay raised $2,150,000 in private money. Despite initially cursing his banker, Jay now thanks him. Jay's unique system allows him to enjoy 7-figure profits year after year. He also has the freedom to work less than 10 hours per week in his real estate investing business by leveraging the power of automation.

May 5, 202338 min

Ep 20Harry Nima Zegarra, MD & Co-Founder of Nima Equity

Harry is a Pulmonary & Critical Care Medicine Physician, real estate investor, entrepreneur, co-founder and manager of Nima Equity LLC, a commercial real estate syndication company where he helps physicians to earn passive income, lower taxes and achieve financial freedom. Harry has experience in rental properties and currently owns and manages 9 properties across the DFW metropolitan area. Harry is General Partner in over 500 units in 3 different States.

May 4, 202324 min

Ep 19How To: Legally raise capital with Kyle Swafford

Kyle Swafford, represents private equity clients in the merger and acquisition of distressed assets and companies and the turnaround of corporate operations both in the United States. He represents real estate investors in acquisitions and dispositions of multifamily and self-storage assets, including conducting due diligence, preparing purchase and sale documents, reviewing title and survey issues, and negotiating financing documents. Kyle will represent real estate investors in the negotiation and formation of joint venture partnerships with equity partners to purchase and operate commercial real estate and corporate assets. Kyle also serves as outside general counsel to many small businesses and counsel clients on matters such as negotiating leases for space, employment matters, business formation and operating agreements, and general business strategy and corporate.

May 4, 202352 min

Ep 18How To: Buy back your time as a MultiFamily Investor

Bernadeau lives in the Orlando area with his wife Laura and daughter amelia. He started investing in real estate in 2019 and in that short time frame has been involved in one syndication of two RV parks as a limited partner and also has acquired a few small multi-families. Bernadeau started a meetup locally in Orlando in 2017 that focuses on helping others achieve their real estate goals. His sole purpose for investing in multi-family real estate is to buy back his time so he can spend it with his family and also help others do the same

May 4, 202324 min

Ep 17Isaac Weinberger: Cost Segregation Expert

As a Cost Segregation expert, working for Madison Specs a national Cost Segregation firm, Isaac has helped real estate professionals offset millions in tax liabilities. Connecting and networking with people has always been his passion. His entrepreneurship personality began when he spoke at his grade-school dinner at the age of 12 in front of 2500 people. Among the attendees was now president, Joe Biden. This formative experience initiated his ambition for business. From organizing events and coming up with innovative ideas, he has accomplished running and managing a multi million dollar designer clothing line and much more. With his experience and drive he is able to help you navigate the complicated process of real estate acquisitions with ease.

May 4, 202327 min

Ep 16How To: Dominate MultiFamily as an Elite Investor with, Beau Beery

Beau Beery has been in the commercial real estate business in Florida since 1999. He earned a bachelor’s degree in Marketing and a Master of Science degree in Real Estate from the University of Florida. He also holds the prestigious Certified Commercial Investment Member (CCIM) designation. In 2011, he teamed up with Todd Rainsberger, a successful commercial Realtor, to acquire an interest in Coldwell Banker Commercial M.M. Parrish Realtors in partnership with the Parrish family. There he was consistently ranked as the #1 multifamily producer in Florida for the Coldwell Banker Commercial brand and among the Top 5 in the nation every year before starting his own private multifamily brokerage firm in 2021. He is regularly asked to speak at industry conferences and to private companies. He also has an ever-growing YouTube channel (called BeauKnowsMultifamily) where he guides viewers on how to buy more multifamily assets, how to sell them, and how to conduct market analysis. His tours of new listings are very entertaining and widely subscribed. PRIOR to starting his own firm in 2021 Beau regularly ranked: #1 Florida – MultiFamily sales for Coldwell Banker Commercial in 2020 #2 Nationally – MultiFamily sales for Coldwell Banker Commercial in 2020 #3 Overall – Combined sales for Coldwell Banker Commercial in 2020

May 4, 202346 min

Ep 15Michael Wagman, Co-Founder: Nimble Capital Group

Michael Wagman is the managing partner and co-founder of Nimble Capital group. A real estate investment company which currently holds a portfolio of $60million between multi-family, retail/commercial, and raw-land assets. Michael began his real estate investing journey at the ripe young age of 25, with no prior knowledge and the sheer stubbornness to succeed. He began by doing fix-and-flip projects all across central Florida, and with a lot of sweat equity (and blood, and tears) he slowly acquired a portfolio of smaller multifamily buildings. In 2020 he moved to Phoenix, Arizona, where he met his business partner and Nimble Capital Group was born. Since then Nimble has been acquiring real estate all over the Southwest and providing strong consistent returns to its investors.

May 4, 202330 min

Ep 14How To: Succeed in MultiFamily Real Estate

Andrew Moore is the Founder of Hill Creek Capital and has over 9 years of real estate investing experience. He began investing in single family homes while living in Northern Colorado. Andrew’s experience continued to develop as he managed from a distance and continued real estate transactions while living abroad. Since his return stateside, Andrew has been a full-time real estate investor and is a general partner in 1038 units. Andrew is passionate about helping others and fostering financial stewardship. Andrew is looking forward to a productive 2022 in multifamily investing with family and friends. George Cline has been a successful entrepreneur for the last 25 years, starting several businesses in technical fields, specializing in internet and networking. He traveled all over the US and several European countries supporting companies like Apple, Adobe, Autodesk and Sig Sauer. Over the years George has invested in real estate through single family homes and student housing. In the past two years he has focused primarily on larger multifamily housing and currently has over 1100 units under management. George and his wife Lauren have 9 children, ranging in age from 27 to 4 years old! Many of his adult children have worked alongside him in his various businesses.

May 4, 202327 min

Ep 13Nic & Jamie Cooper- Principals, HudsonBlueMF

Nic saw the power of cash-flowing assets with his single-family rentals but was ready to scale. He sold his remaining single-family rentals in San Diego and got Jamie on board to reinvest in real-estate on a larger scale. Together they purchased a 24 unit apartment complex in Ohio to create passive income. In the first year they optimized systems and as a result, doubled the property's value! They saw first-hand the power of multifamily real-estate investing as an opportunity to create passive income and build wealth for their family. Nic brings a pilot's precision and analytical mind to multifamily real estate with over 22 years as a military helicopter pilot. Jamie delivers an unwavering resolve towards producing results and an innate ability to build relationships with over a decade in medical sales. Jamie and Nic saw that their skills would be the perfect fit for multifamily real-estate investing.

May 4, 202327 min

Ep 12Yosef Lee: Lawyer and MultiFamily Apartment Syndicator

Believer, Father, Lawyer, Multifamily Apartment Syndicator and Investor, People connector, Status-quo hater, Strategic planner/Action taker, Pilates studio owner, Entrepreneur wannabe. Yosef has a vision to achieve freedom & control of T/P/O (Time, Place, Occurrence). He started his journey of investing in cash-flowing multifamily apartment as a tool to create passive income streams and to achieve generational wealth. Along this journey, Yosef would love to make changes in others’ lives and empower them to become better version of themselves, and to live their lives on their own terms.

May 2, 202333 min

Ep 11How To: Purchase over $1 Billion in notes with Scott Carson

Our special guest today has been an active real estate investor and entrepreneur since 2002, focusing on the niche of distressed mortgage notes. Since 2008 he has purchased over $1 Billion in distressed notes on residential and commercial properties all across the country. He has helped thousands of real estate investors and entrepreneurs create wealth through his debt buying tactics and classes helping his students close thousands of deals. He also hosts the nationally syndicated radio and podcast Note Closers Show Podcast. An avid sports fan, he spends his free time traveling, gardening, and making memories. He calls Austin, Texas home. www.noteweekend.com Use code "PRTR" and have your access fee WAIVED!! Not only that, but access to over $1,000 in other bonuses!

May 2, 202330 min

Ep 10Eddie Symmonett- The journey to becoming a MultiFamily investor

Edward moved to the States from Nassau, Bahamas at 18 years old. He been active in real estate since 2016 at 22 years old when he started interning, reading and researching everything he could on real estate investing while still in college. Edward is currently a full-time multifamily real estate investor In 2017 he started his first holding company (Blue Marlin Equity Group,LLC) and purchased his first duplex and four-unit apartment. In 2018, The year after he purchased a 32 and 75 unit apartment as a passive partner. In 2019 he purchased a 36 unit apartment complete as a sponsor/operator and successfully refinanced the property in 2021 and was able to increase the value from $400,000 to $1,560,000, increasing the properties value by $1,160,000 in 2 years Through the implementation of his investment strategies. He just purchased a 48 unit B class apartment complex fully stablized on October 14th. Bringing his holdings to 90 units total across 4 properties all in the Birmingham Alabama metro area. He also owns a property management company, Symmonett Management LLC. The property management team currently manages 90 apartments; Currently at 27 years old Edward has successfully closed on 9 real estate transactions.

May 2, 202328 min

Ep 9Dan Hanford- Entrepreneur and MultiFamily investor with a portfolio valued at over $1 BILLION

Dan and his wife, Dennae, along with their 4 children (3 girls and a boy) and standard poodle, reside and work in Columbia, SC. Dan Handford is one of the managing partners with PassiveInvesting.com which is a national passive apartment investing firm based in the Carolinas. He has led his apartment syndication company to acquire 3,583+ units with a portfolio valued over $1 Billion. He is also a passive apartment investor himself in 10,400+ units in 44 different syndication investments located across the USA. Prior to getting started investing in real estate, Dan had an extensive background in starting multiple seven-figure and eight-figure businesses from scratch including a large group of non-surgical orthopedic medical clinics located in South Carolina. Dan is also the founder of the Multifamily Investor Nation (#MFIN) where he provides free multifamily education to a nationwide group of over 40,000 members. The #MFIN has 50+ meetup groups across the US, Canada, and UK that meets on the first Monday of every month. He also hosts one of the most popular apartment investing podcasts on iTunes called “Multifamily Investor Nation” where he only interviews active multifamily investors that have closed a deal in the last 12 months. There is no fluff on this multifamily podcast and only getting down to the nuts and bolts of deal sources, financing, structuring, investor relations, closing, due diligence, etc. Go to www.MFINPodcast.com to subscribe.

May 2, 202324 min

Ep 8Big Four accounting firms to full-time Real Estate investors, with Sage Investing Group

Sage Investing Group is co-founded by Maggie Cheung, Jin Wang, and Lana Choi and currently has a collective portfolio of 4,400+ doors across 9 markets.Each started their respective careers with the Big Four accounting firms and later transitioned to the private financial sector on Wall Street and the nonprofit sector in Washington, DC. With a strong foundation in accounting, risk management, and real estate, Sage has the skillset to balance risks while identifying the best investment opportunities for their investors.

May 2, 202328 min

Ep 7How to: Invest in 10,000+ apartment units with Mark Kenney

Mark and Tamiel Kenney are seasoned real estate investors and the founders of Think Multifamily, a leading Multifamily Acquisition & Education company that prides itself on a family-oriented approach to business. Mark & Tamiel started their real estate career over 25 years ago and have a passion for helping others succeed in the multifamily arena. They have built a dynamic organization that provides both educational resources and investing opportunities to meet every investor’s needs at each stage of their investing journey. Mark and Tamiel have invested in 10,000+ apartment units, providing clients with the opportunity to invest with confidence through syndication at a reduced risk, and steady returns. The duo at the heart of Think Multifamily stand firmly behind a business model promoting integrity, authenticity, family values, and servant leadership.

May 2, 202335 min

Ep 6How to: Build wealth and cashflows with Nikolai Ray

Nikolai Ray is the CEO and Founder of MREX. He is also a professor in Real Estate Financial Engineering at MREX College, an ex-professional ice hockey player, and three-time Olympic Chief of Human Performance. He is regarded as one of North America’s leading experts in apartment investing with over $10 billion in analysis, underwriting, and transactions. Nikolai is a successful multifamily real estate investor and developer specializing in heavy value-add opportunistic and ground-up development to over 30 apartment building acquisitions. He is your leading expert in real estate financial engineering.

May 2, 202333 min

Ep 5Holly Williams- How to get more, earn more, and KEEP more

Holly Williams, principal KeepMore.com, has been a real estate investor for over 20 years. To date, KeepMore.com has co-syndicated over 18 multifamily apartment communities, encompassing over 4500 units with a combined valuation of over $400 million. Holly is committed to improving the financial literacy of all Americans, and is the author of Hidden Investing, What the Wealthiest 1% Know That We Don’t

May 2, 202339 min

Ep 4How To: Negotiate & buy properties at a discount with John Martinez

John Martinez is a serial entrepreneur, and highly sought-after sales expert. He is best known for his sales training in the real estate investment industry. Having trained over 500 of the country’s top Real Estate Investors and their teams, his scripts and sales & negotiation strategies have transformed the real estate investment industry and are now widely accepted as the industry's gold standard.

May 1, 202328 min

Ep 3How To: Transform your business and life with Trevor McGregor

Trevor is a High Performance - Master Coach with over 25,000 hours of coaching experience under his belt. He has worked with clients from around the world, including Fortune 500 executives, high level real estate investors, entrepreneurs, world-class athletes and business professionals and they all come to him for one reason: Life-Changing Transformation. In addition to running his own private coaching practice, Trevor was a Master Platinum Coach with the Tony Robbins Group, offering elite coaching unlike any other program in the world. Prior to that, he spent over 20 years in Corporate working as the Executive Director of Operations for a very successful Company. Trevor is also an active Real Estate Investor holding assets in his portfolio that range from owning single family homes in Vancouver to owning Multi- family apartment buildings in multiple cities all over Texas, North & South Carolina, Tennessee and other states as well. Trevor has also diversified into other asset classes such as Self-storage units in Key West Florida, an Agricultural Hemp Farm in Colorado and he has also been an impact investor in many exciting projects around the world including Costa Rica and as far away as Australia. His mission is to assist others in realizing their true power and hidden potential to achieve more success, wealth, freedom and contribution than they ever thought possible. Trevor lives with his wife Leesa and their 3 boys in beautiful Vancouver, British Columbia, Canada.

May 1, 202335 min

Ep 2Travis Watts- Director of Investor Relations at Ashcroft Capital

Travis Watts is a proven leader in the real estate industry, where he’s been investing since 2009 in multi-family, single-family and vacation rentals. He began investing with Ashcroft Capital several years ago and has taken part in more than 30% of the Ashcroft opportunities. After experiencing above-average communication, reporting, deal volume and performance, Travis expressed interest in joining the Ashcroft Investor Relations Team. Travis also has a background in traditional Wall Street investing and obtained a Series 7 and Series 63 license while working at a major brokerage firm with more than 400 billion in assets. He now dedicates his time to educating others in the world of investing and has made it his mission to share passive investment strategies in order to help others achieve and maintain wealth in real estate.

May 1, 202327 min

Ep 1Meet Your Host- Andrew Jarrett

Introduction and what to expect in the Passive Road To Retirement Podcast series

Apr 30, 202313 min