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The Smart Real Estate Coach Podcast|Real Estate Investing

The Smart Real Estate Coach Podcast|Real Estate Investing

575 episodes — Page 8 of 12

Ep 224Episode 224: Real Estate Financing Options Done Differently, with Aaron Chapman

A veteran with over 20 years of experience working in the finance industry, Aaron Chapman previously worked in mining, heavy equipment operation, welding and long haul driving. Aaron isn't your average Real Estate Lender! Currently ranked #14 in an industry of over 300,000 licensed loan originators for transactions closed annually; Aaron is that battle worn partner every real estate buyer needs to walk through the tough parts of building a real estate business. What you will learn in this episode: How Aaron's diverse career background and a chance encounter led to Aaron getting started in the real estate lending industry How Aaron's real estate lending has grown since the 2008 market crash, and what kind of investors he specifically focuses on Why Aaron differentiates himself by going beyond being just a lender who closes loans to helping investors make smart choices and avoid mistakes How you can learn more about Aaron and his work helping investors, and why he focuses primarily on 30-year fixed loans Aaron shares a hypothetical example of the numbers that can power a typical real estate investment transaction How the profits on a deal can compound over time, and how inflation can play a big part in your calculations Why Aaron feels passionately about helping real estate investors succeed, and how he created his Quit Jerkin Off initiative Why Aaron encourages investors to watch the "Operation Toussant" documentary film on Amazon Prime and donate to Operation Underground Railroad What steps Aaron suggests you take to take control of your mornings and start every day off on the right foot Resources: Website: www.aaronbchapman.com Aaron Chapman's Amazon author page: https://amzn.to/3m39g5k Quit Jerkin Off YouTube Channel: www.youtube.com/c/quitjerkinoff Operation Underground Railroad website: https://ourrescue.org/ Facebook: www.facebook.com/aaronchapmannjo/ Instagram: www.instagram.com/sgoc_aaron/ LinkedIn: www.linkedin.com/in/aaronbchapman/ LinkedIn: www.linkedin.com/company/securitynational-mortgage-company-3116/ Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS

Dec 9, 202033 min

Ep 223Episode 223: Growing Wealth Through Passive Investing, with Aaron Fragnito

Aaron Fragnito has been helping people passively invest in Real Estate for 10 years. Aaron is a Co-Founder of Peoples Capital Group (PCG) which holds a $10M portfolio, host of the New Jersey Real Estate Network, host of the Passive Cash Flow Podcast, a licensed NJ Realtor and a full time real estate investor. Aaron has completed over 250 real estate transactions, totaling more than $40,000,000 in Real Estate in his career. What you will learn in this episode: Why reading Robert Kiyosaki's "Rich Dad Poor Dad" gave Aaron's life the direction he was looking for, and how he broke into real estate How Aaron broke out of his role as a licensed real estate agent after he struggled during the years after the 2008 crash, and how he got involved in investing What advice Aaron would offer to brand new investors just starting out or who are considering making a career change and moving into real estate What experiences Aaron has had partnering with others on his investments, and why understanding your strengths and weaknesses and trusting your partner are crucial What deals and projects Aaron is currently working on, and how the pandemic has changed his business and created opportunities How the outbreak of the global pandemic has given Aaron the push to do deals outside of New Jersey for the first time Why the local market in Vermont is booming and has presented Aaron with new opportunities to grow his business How to find out more about Peoples Capital Group and apply to passively invest with Aaron and his team What benefits passive investors can receive, and why passive investing is a great option for career professionals Why passive investing is the key to creating true wealth without having to devote time and effort, and what qualities to look for in investors to partner with Resources: Passive Cashflow Podcast: www.peoplescapitalgroup.com/blog Passive Real Estate Investing in 2020 Free E-book: www.peoplescapitalgroup.com/e-book Apply to Qualify as a Passive Investor: https://www.peoplescapitalgroup.com/qualify-to-invest Facebook: www.facebook.com/peoplescapitalgroupnj/ Instagram: www.instagram.com/real_estate_investments_nj/ Twitter: https://twitter.com/PCGrealestate @PCGrealestate LinkedIn: www.linkedin.com/in/aaron-fragnito-620b93173/ Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook

Dec 4, 202026 min

Ep 222Episode 222: An Insider's Perspective on the Wicked Smart Community, with Russell Ham

Russell Ham was born in Southern California about 10 minutes from Disneyland. He is the youngest of four boys all born in the 60's. After graduating high school, he began coaching high school boy's basketball. He continued to coach for 30 years until last year. Russell is a high school PE teacher and is married to his beautiful wife, Emily, and they have two children. Lacie, who's 17 years old and Jesse, who's 14 years old.They also have two dogs, Ella and Willow. Russell started with SREC in April of 2019. Russell was looking for a real estate niche (i.e. fix & flip, buy & hold, BRRRR) and came across Chris' Youtube channel. Instantly Russell got hooked for two reasons: One, how open Chris, Zach, and Nick were with showing you how to do real estate on terms through the YouTube channel and two, the Wicked Smart community is second to none. They show you the way to be successful and are with you coaching/mentoring you side by side. What you will learn in this episode: How Russell had very little real estate investing experience before he connected with the Wicked Smart community How Russell spent 30 years coaching high school boys basketball, and how he balances coaching, being a father, and working on his real estate investing What life was like for Russell before the global pandemic hit, and how things have changed over the last year What key lessons, disciplines and habits Russell needed to develop to achieve his goals in real estate Why Russell believes that success, either in basketball or real estate, requires discipline, dedication, preparation and commitment How Russell has developed his confidence since starting with the Smart Real Estate Coach, ahd how he has made nearly $90,000 in his first two deals just on payday one What goals Russell has set for his investments and deals in the upcoming year, and how he plans to achieve those goals Why becoming a part of the Wicked Smart community has been life-changing for Russell and has even helped him lose weight and get in shape What's next for Russell, and why his five-year goal is to stop teaching and transition to real estate full time What advice Russell would offer to brand new investors and people approaching the terms niche for the first time Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS

Dec 2, 202029 min

Ep 221Episode 221: Long Term Buy-And-Hold Investing, with Sean Morrissey

Sean Morrissey is a "buy and hold" investor and real estate broker/owner who resides in Aurora, Illinois with his wife, two children, dog, and cat. Sean started his real estate journey as a landlord in 2003. He earned his real estate license in 2006 and opened his real estate brokerage, Chicagoland Realty Group Partners LLC, in October 2011. Since 2010, Sean has managed up to 200 single-family homes while building his real estate rental portfolio in the western suburbs of the Chicagoland area – primarily in the Aurora, IL community. Sean's current goal is to earn three times his family monthly expenses in passive rental income and earn financial freedom by the year 2021. Sean hosts a weekly podcast for entry-level real estate "buy and hold" investors called "Landlording for Life" and just surpassed 50 episodes launched. What you'll learn about in this episode: How Sean got started in real estate and then opened his own brokerage, and how Sean structures his deals How Sean grew and scaled his brokerage business, and why he had trouble breaking out of the owner operator mentality How getting his real estate license just before the 2008 market crash impacted his career, and what key lessons he learned through the debacle What key differences and similarities Sean sees between the 2008 crash and today's global pandemic Why Sean believes in metrics and buying smart, and why he suggests new investors be conservative during these uncertain times How Sean balances his work as an investor and managing his brokerage with spending time with his family Why Sean's current focus is on maximizing his monthly passive income to free up his time and his finances How Sean is working to automate his business by hiring Virtual Assistants and implementing efficient systems How Sean taught himself everything he knows about real estate through trial and error, and what he would do differently through the 2008 crash Why systems streamline the process of being a buy-and-hold investor and landlord, and why those systems are also the key to growing bigger and faster Resources: Website: https://chicago-realty-group.com/ Landlording For Life podcast: www.landlordingforlife.com LinkedIn: www.linkedin.com/in/sean-r-morrissey/ LinkedIn: www.linkedin.com/company/chicagoland-realty-group-partners-llc/ Facebook: www.facebook.com/ChicagolandRealtyGroupPartners Twitter: @seanrmorrissey Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Nov 27, 202030 min

Ep 220Episode 220: The Importance of Succession Planning, with Bradley Franc

Bradley Franc is the creator of The Succession Solution. He is an accomplished entrepreneur, business coach, strategist, business lawyer, and CPA (inactive). As an entrepreneur he has formed four separate companies which have been named nine separate times in INC Magazine list of fastest-growing companies in the U.S. Bradley has been named by Worth Magazine as one of the top 100 attorneys in the United States. Over his 30 years in the field of transition planning, he counseled hundreds of closely-held business owners on their succession plans. In 2019, he published the book entitled "The Succession Solution, The Strategic Guide to Business Transition", which was an Amazon bestseller. What you'll learn about in this episode: How Bradley began his career as a CPA, and how he recognized the recurring theme of insufficient succession planning that inspired him to change career focus Why family-owned businesses who aren't sure what to do are Bradley's ideal clients, and how he helps these families make succession arrangements What process Bradley follows with his clients to get a better idea of their specific needs and goals Why succession planning is crucial to ease the strain on your business in the event of the unexpected or even just to prepare for exiting the business for retirement Why doing your succession planning early is important and gives you access to more flexible options than waiting How Bradley developed his six-step Succession Solution process, and how he uses this process to help his clients and even in his own succession planning in his business Bradley shares some eye-opening statistics, such as how 70% of businesses fail between generation one and generation two and 85% by generation three Why Bradley believes there are three types of succession: a succession of knowledge, of management, and of ownership Why Bradley believes succession planning is really just a variety of strategic planning, and how doing succession planning can increase the value of your company Why too many companies plan but fail to execute on their plan, and why following through is crucial for success Resources: More Info on Bradley's Services: www.thesuccessionsolution.com The Succession Solution by Bradley Franc: https://amzn.to/38CBeB9 Website: www.hh-law.com/attorney/bradley-franc/ Facebook: https://www.facebook.com/francbjf LinkedIn: https://www.linkedin.com/in/bradleyjfranc/ LinkedIn: www.linkedin.com/company/houston-harbaugh/ Twitter: @successionsol

Nov 25, 202031 min

Ep 219Episode 219: The Residential Assisted Living Investment Niche, with Gene Guarino

Gene Guarino speaks in over 50 cities and 5 countries on Residential Assisted Living and the opportunities for business owners, operators, investors and entrepreneurs. He has trained over 300,000 people over the past 30 years on topics ranging from real estate investing, starting your own business, entrepreneurship and he has focused exclusively on Residential Assisted Living for the past 7 years. He has hosted 3 radio shows and authored 4 books including: "BLUEPRINT" – How To Start Your Own Residential Assisted Living Business and "The Insider's Guide To Investing In Senior Housing" Gene has been married for 34 years, has 4 children and 2 grandchildren. What you will learn in this episode: How Gene got started in real estate at 18 years of age, and why he has shifted to working exclusively in residential assisted living How the residential assisted living niche works to combine real estate investing with running a business, and why the location is key How the "tenant" in a residential assisted living property is the operator of the facility and not the senior residents Why it is important to find the right operator first and then find a real estate deal that fits their needs Why residential assisted living offers extraordinary profits compared to traditional home rentals Why this niche offers a diverse range of deals from single properties to deals worth hundreds of millions of dollars, and why the need for residential assisted living will only grow Why "smaller is better" in senior living, and why the age of pandemic is helping drive business to these smaller assisted living residences instead of big-box facilities Why Gene got started in residential assisted living to help his own mother, and why reading his book "BLUEPRINT" is the first step in learning his methods How splitting a four-bedroom home up and renting it to four seniors in a co-housing arrangement can make you more money than renting it to a single family Resources: Website: www.ralacademy.com Facebook: www.facebook.com/ResidentialAssistedLivingAcademy/ Youtube: www.youtube.com/user/Yoitsmetv Instagram: www.instagram.com/ralacademy/ Twitter: https://twitter.com/ralacademy @RALAcademy LinkedIn: www.linkedin.com/in/geneguarino/ LinkedIn: www.linkedin.com/company/residential-assisted-living-academy Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS

Nov 20, 202029 min

Ep 218Episode 218: Getting Yourself Unstuck, with Chris Prefontaine

Chris Prefontaine is the best-selling author of Real Estate on Your Terms: Create Continuous Cash Flow Now, Without Using Your Cash or Credit. He's also the founder of SmartRealEstateCoach.com and the Smart Real Estate Coach Podcast. Chris has been in real estate for over 25 years. His experience includes the construction of over 100 single-family and duplex homes (mostly in the 1990's and selectively to date), has owned a Realty Executives Franchise (Massachusetts 1994-2000) as broker/owner which maintained high per-agent standards and eventually sold to Coldwell Banker in 2000. The 2000's included coaching ½ million and higher REALTORs® in order to scale & automate their business throughout the US and Canada. He also participated (and still does selectively) in doing condo conversions (multi-family homes to condos) and "raise the roof" projects (converting single-family ranches to colonials in growth neighborhoods). Chris has been a big advocate of constant education and participates regularly in high-end mastermind groups, as well as consults with private mentors. He runs his own buying and selling businesses with his family team, which buys 2-5 properties monthly, so they're in the trenches every single week. They also help clients do the same thing around the country. Chris and his family team have done over 80 million in real estate transactions. They mentor, coach, consult, and actually partner with students around the country (by application only) to do exactly what they do. What you will learn in this episode: How masterminds can be a powerful way to get yourself unstuck by leveraging the support and ideas of others Why physical exercise and working out can also help you become unstuck, and why it is more important than ever during the global pandemic How an offsite meeting allows you the opportunity to break out of the routine, clear your head, and get a new perspective How Chris got himself unstuck after the 2008 economic crash, and why there are two different kinds of "stuck" Why mastering the mental game and your mindset is one of the most important steps you can take to get yourself unstuck How getting himself unstuck helped Chris create his business model within the terms niche and find new levels of success Why choosing a niche and then staying within the "box" of that niche for at least 36 months is critical for learning, mastering and profiting from your niche Why you should eliminate distractions and commit to your own success, regardless of which niche you choose How to use YouTube or Netflix to find and learn from people with similar circumstances to you who have gotten unstuck Resources: Rock Thomas's Coaching: www.SmartRealEstateCoach.com/rockthomas Dr. Amanda Barrientez's Coaching: www.SmartRealEstateCoach.com/nfa Heather Robertson's 12 Week Program YouTube: https://www.youtube.com/channel/UCOpsZxrmeDARilha1uq4slA Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Nov 18, 202030 min

Ep 217Episode 217: The Money-Saving Power of the 1031 Exchange, with Dave Foster

Dave Foster is the Founder and CEO of The 1031 Investor. Dave is a degreed accountant and serial real estate investor who is a qualified intermediary and consultant for tax saving strategies such as the 1031 exchange and the section 121 homestead exemption. Dave started fix and flipping in the 90s and realized that about 40% of his profits were going directly to the IRS. Dave tells us about the updated rules and regulations around using the 1031 exchange to legally compound your tax interest that will stay with you instead of going straight to the government. Dave breaks down exactly how to use the 1031 exchange in layman's terms. He explains to us how he moved his way from Denver, CO to Tampa, FL over 10 years using the section 121 homestead exemption, so that he and his family could move onto a boat (which was a huge dream of his). Tune in to listen to how Dave raised 4 boys on his boat while investing in properties with the 1031 exchange. What you'll learn about in this episode: How paying more in taxes on his early investments than he made in profits lit a fire under Dave and inspired him to find a way to keep more of his money How Dave discovered the 1031 exchange rules, and how that became the vehicle he used to achieve his financial goals and dream of moving his family onto a boat What a 1031 exchange is, and how real estate investors can take advantage of these rules to avoid taxes on their investment profits Why it is critically important to speak with a Qualified Intermediary (QI) and set up your 1031 exchange before you close on a property sale How Dave created The 1031 Investor as a means of teaching real estate investors everything they need to know to take advantage of 1031 tax savings How every state except Pennsylvania honors the 1031 exchange at the state level, and what to look for in a good, ethical QI What benefits you can receive from using a 1031 exchange to grow your wealth, and how to take advantage of value appreciation Why it is important to learn from people who have weathered difficult times, and why Dave believes in testing people's knowledge and performance Why the "four D's" of 1031 exchange, "defer, defer, defer, die", are the key to avoiding taxes on your investment income Resources: Free Giveaway: www.the1031investor.com/wp-content/uploads/2019/11/1031-Exchanges-Explained-by-The-1031-Investor.pdf Fill out this link for a $50 discount for listening to the podcast: www.the1031investor.com/podcast/ Website: www.the1031investor.com/ LinkedIn: www.linkedin.com/in/davefoster1031/ LinkedIn: www.linkedin.com/company/the-1031-investor/ Facebook: www.facebook.com/the1031investor/ Twitter: @DaveFoster1031 Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Nov 13, 202033 min

Ep 216Episode 216: Achieving "Flow" and Maximizing Your Success, with Steven Kotler

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Steven Kotler is a New York Times bestselling author and an award-winning journalist. As the Executive Director of the Flow Research Collective, he is one of the world's leading experts on high performance. His most recent work, Stealing Fire, was a national bestseller and nominated for a Pulitzer Prize. It documents an underground revolution in peak performance that is rapidly going mainstream, fueling a trillion dollar economy and forcing us to rethink how we lead more satisfying, productive and meaningful lives. Steven's work has been translated into over 40 languages and appeared in over 100 publications, including The New York Times, Atlantic Monthly, Wall Street Journal, Forbes, Wired and TIME. He also appears frequently on television and radio, and lectures widely on human performance, disruptive technology and radical innovation. Steven is also the cofounder of Creating Equilibrium, a conference/concert/innovation accelerator focused on solving critical environmental challenges, and, alongside his wife, author Joy Nicholson, Steven is the cofounder of Rancho de Chihuahua, a hospice care/special needs care dog sanctuary in the mountains of Northern New Mexico. He has a BA from the University of Wisconsin, Madison, and an MA from Johns Hopkins University and, whenever possible, can be found hurling himself down mountains at high speeds. What you'll learn about in this episode: What major shifts Steven has recognized in the realm of "peak performance" in the last ten years, and why podcasts have led the way in creating the shift What peak performance is, how the science behind it has progressed, and why what works for one person won't necessarily work for another How science defines a state of "flow", and what parts make up the six core experiences of the state of flow How to train your mind to help you get into a state of flow, and what key activities help you trigger flow Why you should end each day with a list containing a specific number of goals for the next day where you can be excellent Why achieving flow is easier than you might think, if you develop key habits and know the process and triggers How Steven began teaching others the skills and neuroscience behind peak performance and achieving flow How achieving a state of flow can help real estate investors in particular, and how flow can help you keep up with technological shifts How the last stage of the flow cycle is the "active recovery" period, and how that recovery period is critical for avoiding burnout How learning to manage your state of flow can help you perform better, be more creative, and accomplish your goals Resources: Free "flow blockers" diagnostic: www.flowresearchcollective.com/flow-blocker-quiz Website: www.flowresearchcollective.com LinkedIn: www.linkedin.com/in/steven-kotler-4305b110/ LinkedIn: www.linkedin.com/company/flow-research-collective/ Facebook: www.facebook.com/flowresearchcollective/ Twitter: @steven_kotler Additional resources: Website: SmartRealEstateCoach.com/QLS Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Nov 11, 202047 min

Ep 215Episode 215: Exploring the Self-Storage Niche, with Scott Krone

Scott Krone is a Chicago native whose career in architecture began in 1991 by pursuing his Masters of Architecture from the Illinois Institute of Technology. While obtaining his degree, he also worked as a Project Manager for Optima, Inc. During his time at Optima, Krone's responsibilities included such notable projects as the 400-unit Coromandel in Deerfield, IL, the 40-unit HedgeRow in Winnetka, IL, and the 51-unit Optima Center Wilmette in Wilmette, IL. In 2012, Krone founded Coda Management Group – a firm that specializes in managing real estate assets. Since its inception, Coda has managed a wide range of real estate including single and multi-family homes, retail, commercial warehouse, and self- storage and multi-use flex athletic spaces. Currently, the platform of investments is in excess of $55 million. In 1998, Krone founded Coda, an award-winning Design + Build | Sustainability | Consulting firm. Since its inception, Coda has won numerous design/build awards including the international Green GOOD Design Award in 2010, Best of Houzz 2014 and 2015, and Design Evanston Award. Their work has been featured in notable publications as Dream Homes – Chicago, Midwest Luxury Homes, Crate & Barrel 2010 Best Catalogs, NBC TV Show Taste, and national ACE Hardware Commercials. In addition, Krone has authored High Performance Homes – Navigating the Green Road to Your Dream Home, a book for homeowners seeking to incorporate green technology into their home. What you'll learn about in this episode: How architecture served as Scott's gateway to real estate investing, and how he founded Coda in 1998 and later transitioned to self-storage Why the appeal of the self-storage niche lies in its lowered risk exposure and ease of risk management and mitigation Why self-storage is especially recession-resistant, and how to break into self-storage investing How partnering with investors helped Coda break into the self-storage niche, and how they offer a number of different vehicles for investors What areas of the country Scott considers to be "oversaturated", and why Coda focuses on the Midwest How being classified as essential during the pandemic has been a boon for Coda, and how the pandemic has impacted their business Why the number one mistake Scott sees investors making is overpaying for an asset, and why systematizing the business has been crucial for Coda's growth and success Why the relationships Scott has formed are what he considers to be his biggest wins in life, and why paying for coaching is worthwhile How to get a free call with the team at Coda Management Group, where you can ask questions about self-storage and even partnering with Coda Resources: Website: www.codamg.com Email: [email protected] Facebook: www.facebook.com/CodaManagementGroup LinkedIn: www.linkedin.com/in/scott-krone/ LinkedIn: www.linkedin.com/company/codamg/ Additional resources: Website: SmartRealEstateCoach.com/QLS Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Nov 6, 202032 min

Ep 214Episode 214: The Importance of Values in Our Family Team, with Jacqueline Turbett

Jacque Turbett is Zach's Executive Assistant at Smart Real Estate Coach. She graduated with a bachelor's degree from University of South Florida but grew up in Western NY and has lived there most of her life. Jacque has worked in Customer Service in some way shape or form for the last 10 years. Jacque has a passion for running and spends her time training for half and full marathons throughout the year. She also volunteers for her local running community helping people to train and run their first 5K. Jacque, her husband, and their border collie enjoy hiking on the weekends and going on roadtrips as often as they can. She joined Smart Real Estate Coach because she always had an interest in Real Estate and loves working to help others reach their dreams and goals. What you'll learn about in this episode: How, prior to joining the Smart Real Estate Coach team, Jacque ran her own business and ran political campaigns Why Jacque left her career in politics, and how her time leading a business taught her the key skills of time management, discipline and personal development Why Jacque believes one of the most important parts of time management is planning out your day the night before Why the book "Eat That Frog!" by Brian Tracy helped Jacque develop her discipline by teaching her to do the thing she least wants to do first Why the key to personal growth is to find the right time to read or listen to audiobooks that works for you What Jacque does in her role as Zach's Executive Assistant and working with the coaches and associates in the Smart Real Estate Coach community, and how her role has grown Why working with new students in the onboarding process is Jacque's favorite part of her workday Jacque shares her perspective as an outsider to the real estate investing world, and why she loves working with the team's coaches Why Jacque is grateful that the Smart Real Estate Coach team adheres to the value of "clear, blunt and to-the-point" Resources: Website: www.SmartRealEstateCoach.com/action Additional resources: Website: SmartRealEstateCoach.com/QLS Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Nov 4, 202027 min

Ep 213Episode 213: From Broke Single Mom to Real Estate Master, with Dwan Bent-Twyford

Dwan Bent-Twyford, America's Most Sought-After Real Estate Investor™, started as a broke, single mom who had been fired from Denny's. She now heads up "Investors Edge University" – A company that specializes in training new and seasoned investors in a wide range of real estate investing techniques through live workshops, weekly webinars, a member site, coaching, and seminars. Having flipped over 2,000 deals herself she is more than qualified to share her vast knowledge of real estate investing with America. Dwan is affectionately known as the "Queen of Short Sales"® and is considered to be the Nation's #1 Expert on Short Sales & Foreclosures. She has written three best sellers, "Short Sale Pre-Foreclosure Investing," "How to Sell a House When It's Worth Less Than the Mortgage," and her most recent New York Times best seller was written with Steve Forbes, "SuccessOnomics." She is highly sought after and has been featured on Fox and Friends, MSNBC, Naomi's Good Morning, Colorado and Company, and many other TV, radio, podcasts, and print media. Dwan also has a top-rated podcast called…The Most Dwanderful Real Estate Podcast Ever! In a market dominated by men, Dwan has certainly made her mark! Her goal never changes – to make a difference in the lives of others! What you'll learn about in this episode: How a series of unexpected setbacks led Dwan to get started as a real estate rehabber, and how she made $22,000 in her first deal How Dwan recently took on her biggest project ever, renovating 18 buildings in downtown Clinton, Iowa as part of a city beautification project How Dwan went from a broke single mom to doing 75 wholesale deals and around 350 subject-to deals Dwan shares how she negotiates deals, with an example of giving a building owner three different, flexible offers to choose from How Dwan has never needed to foreclose or evict anyone because she makes sure everyone she does deals with completely understands how the deal is structured How Dwan also uses a three payday deal system she calls her "triple profit center", and how to reach out to Dwan with questions Why getting through your first deal is an important step for lighting a fire and getting passionate about real estate investing Why finding a coach or mentor who has been through tough times and has experience bouncing back is crucial Why Dwan expects accountability from her coaching students, and how their "accountability logs" help Dwan identify where they need to improve How Dwan got started investing in a time when real estate was a "boys' club," and how she was able to prove herself by mastering wholesaling Resources: Website: https://dwanderful.com/ Podcast: https://dwanderful.com/podcasts/ LinkedIn: www.linkedin.com/in/dwanbenttwyford/ Facebook: www.facebook.com/Dwanderful/ Facebook: www.facebook.com/InvestorsEdgeUniversity Twitter: @teachrealestate Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Oct 30, 202045 min

Ep 212Episode 212: Weathering Storms and Finding Balance, with Karen Briscoe

Karen Briscoe is the creator of the transformative "5 Minute Success" concept. Her books Real Estate Success in 5 Minutes a Day: Secrets of a Top Agent Revealed and Commit to Get Leads: 66 Day Challenge® offer a combination of information and inspiration delivered through memorable stories. The daily format with takeaways propels one to achieve success at a higher level in business and life. Her first book was featured in INMAN as "must read for your best year in real estate" in 2017. Amazon ranks the book in the top 1% in its category. It has been endorsed by industry leaders Hal Elrod, Pat Hiban, and Michael J. Maher. She is a contributing author to INMAN and Real Trends real estate media outlets. Karen is the host of the "5 Minute Success" podcast which has ranked #1 on Overcast most recommended in the business category. The show has an amazing array of guests who achieve success at a high level. Karen also is a frequent guest on other podcasts that focus on entrepreneurial, success and motivation, as well as real estate related topics. She speaks on a national and local level on the "Best of 5 Minute Success." Further, she has completed the John Maxwell Team Certification Program for Coaching, Speaking, and Training. Karen is the principal owner of the Huckaby Briscoe Conroy Group (HBC) with Keller Williams. The HBC Group has been recognized by the Wall Street Journal as one of the 250 Top Realtor® teams in the United States. Since 1977, HBC Group has sold over 1,500 homes valued at over $1.5 billion. The team consistently sells over 100 residential properties annually ranging from multi-million dollar luxury estates to condominiums and townhomes. Primary markets areas include Northern Virginia, suburban Maryland, and Washington, DC. As a real estate professional, Karen is a member of the Institute of Luxury Home Marketing, FIABCI International Real Estate Federation, and Women's Council of Realtors®. What you'll learn about in this episode: How Karen initially got started in real estate, and how she worked hard and gained rapid success and then weathered the 2008 crash by drawing on her experience in the 1980s How Karen's focus is on rainmaking for her business, and how thought leadership, coaching and writing a book was a side hustle that has become a way to enhance the business How the global pandemic has forced many people to focus on their physical and security needs, and why "flipping the pyramid" to focus on self-actualization can be powerful Why "going where the market is going" is Karen's top tip for weathering storms and surviving (and then thriving) in difficult times How carefully watching the ration between supply and demand is the strongest indicator of where the market is going Why one of the key mistakes Karen sees people make is focusing too heavily one one thing, such as their business, and forgetting their other priorities like family and health How Karen fell into the trap of becoming "almost addicted" to receiving accolades for her immense success, and how breaking out of that mindset made her even more productive How bringing alignment between her work and other areas of her life helped make Karen happier and had a ripple effect in her relationships with others Why real estate investors should be investing in themselves first, and what books Karen recommends you read How Karen's "5 Minute Success" concept came about as a response to people who said they didn't have time to make meaningful change Additional resources: Karen Briscoe's Amazon Author Page: https://amzn.to/2T3mCli Website: www.5MinuteSuccess.com LinkedIn: www.linkedin.com/in/karenbriscoe/ Facebook: www.facebook.com/5MinuteSuccess/ Twitter: @5MinuteSuccess Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Oct 28, 202038 min

Ep 211Episode 211: From Pro Hockey Player to Real Estate Investor, with Bob Lachance

Bob Lachance has been an active business owner and real estate investor since 2004. Bob is an entrepreneur by nature and currently owns, operates, and manages many different businesses around the world. Bob helped create one of the top Real Estate Coaching and Mentor programs today and created one of the premiere Virtual Assistants Staffing companies, REVA Global LLC. Bob is an expert in the real estate investing space and has an incredible reputation for creation, implementation, and execution. Bob is a sought-after mentor and industry expert, lending his voice to countless real estate investors, startups, and entrepreneurs looking to take their businesses to the next level. Prior to getting into the business sector, Bob had a successful 8-year professional ice hockey career, which allowed him the privilege of traveling and living all over the United States and Europe. Bob was also a member of the 1995 National Championship Boston University Ice Hockey Team. What you'll learn about in this episode: How Bob's experience as a professional hockey player taught him early in his career the importance of having a coach How Bob made his way into real estate investing after retiring from his career as a hockey player How Bob's local REI group played an integral role in getting him started as an investor, and how he recognized that many investors struggle with a lack of time How Bob got involved in the virtual assistant business, and how his virtual assistants can help investors make the most of their limited time How Bob and his team carefully vet and train their virtual assistants to ensure that they have the skills and tools they need to succeed Why following the next shiny object in real estate will never take you as far as picking a niche and sticking to it until you master it How Bob finds a way to balance between his time working on his two companies and his time with his family How to get in touch with REVA and find out more information about their virtual assistant services What key daily habits and morning rituals Bob follows to ensure that he's starting each day off at his best Why effectively marketing yourself is crucial for any business, whether in the real estate space or elsewhere Resources: Website: www.SmartRealEstateCoach.com/reva Website: https://revaglobal.com/ Email: [email protected] LinkedIn: www.linkedin.com/in/boblachance/ LinkedIn: www.linkedin.com/company/reva-global-llc/ Facebook: www.facebook.com/trainedvirtualassistants/ Additional resources: Website: SmartRealEstateCoach.com/QLS Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Oct 21, 202028 min

Ep 210Episode 210: Making a Quantum Leap for Exponential Growth in 2021, with Chris Prefontaine

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Chris is the best-selling author of Real Estate on Your Terms: Create Continuous Cash Flow Now, Without Using Your Cash or Credit. He's also the founder of SmartRealEstateCoach.com and the Smart Real Estate Coach Podcast. Chris has been in real estate for over 25 years. His experience includes the construction of over 100 single-family and duplex homes (mostly in the 1990s and selectively to date), has owned a Realty Executives Franchise (Massachusetts 1994-2000) as broker/owner which maintained high per-agent standards and eventually sold to Coldwell Banker in 2000. The 2000s included coaching ½ million and higher REALTORs® in order to scale & automate their business throughout the US and Canada. He also participated (and still does selectively) in doing condo conversions (multi-family homes to condos) and "raise the roof" projects (converting single-family ranches to colonials in growth neighborhoods). Chris has been a big advocate of constant education and participates regularly in high-end mastermind groups, as well as consults with private mentors. He runs his own buying and selling businesses with his family team, which buys 2-5 properties monthly, so they're in the trenches every single week. They also help clients do the same thing around the country. Chris and his family team have done over 80 million in real estate transactions. They mentor, coach, consult, and actually partner with students around the country (by application only) to do exactly what they do. What you'll learn about in this episode: Why clarity was the secret ingredient that helped Chris get everything going again after the 2008 real estate crash Why taking responsibility and ownership of your mistakes and challenges can help you break through them, learn from them, and achieve new levels of success How, in 1994, Chris faced a huge challenge when his business was pushed into involuntary bankruptcy, and how things got so bad that he kept a gun in his desk for safety Why who you spend time with determines everything about your life, and why going into 2021 with the right community is crucial Why everyone faces challenging events in their lives and why it is important to remember that these events don't define you and that you can make it through What five points comprise the secret formula for 100% guaranteed success in what you do, and why each point matters Why it is important to evaluate your future based on what you're doing now, and why you should adjust your current actions to prepare to get to the future you want Why your physical health is an important component of your overall happiness and success, and why getting serious and committed to your growth matters How Chris overcame his challenges by scraping the money together to hire a coach, developing a morning routine using the GEMBA method, and choosing wisely who to speak with Why the terms business is by far the best real estate niche to be in, especially during the pandemic and the current market Resources: Rock Thomas's Coaching: www.SmartRealEstateCoach.com/rockthomas Dr. Amanda Barrientez's Coaching: www.SmartRealEstateCoach.com/nfa Heather Robertson's 12 Week Program YouTube: https://www.youtube.com/channel/UCOpsZxrmeDARilha1uq4slA Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Oct 16, 202035 min

Ep 209Episode 209: Teaching Smart Money Lessons to Kids, with Adam Carroll

Adam Carroll is a sought after speaker, author, and seminar leader in the areas of personal development and personal finance. Adam's TED talk at the London Business School has been viewed over 5 million times! As many people do, Adam had several positions in his young professional life that helped to shape the professional he is today. He discovered a passion for selling and marketing, became a seasoned small business coach, learned to love financial literacy, became engrossed in teaching financial literacy, and decided to put all of those skills to use by building his seminar company AND creating the first socially-responsible mortgage company. Adam is passionate about making sure people are making the most of the money they make. That includes teaching individuals (and groups) how to massively change their financial pictures for the better, sharing his love of meeting people and networking with everyone, and creating a team of people who all share the same goals and principles to build a lasting mega-successful conglomerate of companies. What you'll learn about in this episode: How a $10,000 real-money game of Monopoly with his kids became the foundation for Adam's When Money Isn't Real TEDx talk, which now has over 5 million views on YouTube How the way Adam's kids treated their money when they went from Monopoly money to real, tangible cash changed, and what this teaches us about our relationship to money How to take advantage of Adam's free Scholarship Mastery course, which teaches students and their families how to find scholarship money for college, regardless of age How Adam strategically used important early lessons to teach his kids at a young age the value of building up savings and investing money How Adam started and built up the first "socially responsible mortgage company" in Des Moines after noting the unscrupulous methods others in the industry were using Why it is crucial to increase the amount of equity and liquidity you have in a property within the first few years of the purchase How a home equity line of credit creates the ideal vehicle for turning a one-way mortgage into a two-way source of liquidity How Adam's methods can save home owners tens of thousands of dollars due to advancing the amortization table more quickly How American mortgages dramatically differ from the typical mortgage in Australia, and why it is important to always question if there's a better way to manage your money Resources: When Money Isn't Real TEDx talk by Adam Carroll: https://www.youtube.com/watch?v=_VB39Jo8mAQ Website: www.SmartRealEstateCoach.com/adamcarroll Website: www.masteryofmoney.com Website: www.adamcarroll.info Website: https://renzoexperience.com/ LinkedIn: www.linkedin.com/company/renzoexperience/ LinkedIn: www.linkedin.com/in/adamcarrollspeaks/ Facebook: www.facebook.com/AdamSpeaks/ Facebook: www.facebook.com/renzoexperience/ Twitter: @AdamCarroll Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Oct 14, 202040 min

Ep 208Episode 208: Breaking Through Limiting Beliefs to Achieve Success, with Sterling White

Sterling White is a multifamily investor specializing in value-add apartments in Indianapolis and other Midwestern markets. With just over a decade of experience in the real estate industry, Sterling was involved with the management of over $10MM in capital, which is deployed across a $18.9MM real estate portfolio made up of multifamily apartments. Through the company he founded Sonder Investment Group, he owns just under 400 units. Sterling was featured on the BiggerPockets Podcast and has been a top contributor since 2014, with over 200 posts on topics ranging from single family investing and apartment investing to wholesaling and scaling a business online. What you'll learn about in this episode: How Sterling rose up from an impoverished childhood to become a real estate investor at the young age of 23 without using his own money How working for his first mentor for free laid the groundwork for Sterling's success, and how his first deal set the stage for his success Sterling explains his niche of "value-add apartments" within the Indianapolis, Indiana geographic area and shares how he finds "off market" deals How Sterling's Sonder Investment Group is structured, and how each of the deals Sterling does is syndicated individually How listening to podcasts, attending seminars, and studying under mentors and coaches helped refine Sterling's system over time Why Sterling considers his biggest win to be the first deal he completed, and what lessons and growth he experienced due to the obstacles he faced in his career Why being clear on the numbers behind the deal and making careful, risk-averse decisions has been an important component of Sterling's success How Sterling has shifted his model to adjust to the realities of the global pandemic, and why he looks for deals that require less "heavy lifting" Why Sterling had to rewire his frame of thinking to overcome limiting beliefs he developed in childhood How a key experience in college reshaped Sterling's outlook and helped him break through his limiting beliefs to pursue success and excellence Resources: Website: www.sterlingwhiteofficial.com LinkedIn: www.linkedin.com/in/sterling-white-b8840763/ Facebook: www.facebook.com/sterlingwhitefan/ Instagram: www.instagram.com/sterlingwhiteofficial/ Youtube: www.youtube.com/channel/UC6kW76I0YILfHpgP9XS3t-g The Real Estate Experience podcast: https://realestate-sterlingwhite.libsyn.com/ Sterling White's Recommended Reading List: Multi-Family Millions by David Lindahl: https://amzn.to/36gk8Ys Shoe Dog by Phil Knight: https://amzn.to/3kUSjZO Lead the Field by Earl Nightingale: https://amzn.to/2HHNxRa Additional resources: Website: SmartRealEstateCoach.com/traction Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Oct 9, 202030 min

Ep 207Episode 207: Learning to Talk About Money, with Cody Loughlin

Cody Loughlin is the ultimate serial entrepreneur. He began learning finance at age 18, was a millionaire by age 27, but then went bankrupt and had to rebuild at age 28. Cody retired at 39 to pursue his passion for teaching financial literacy, successful mindset and entrepreneurship that schools refuse to teach. Cody's companies have reached over $200 million in sales, and Cody has landed on the INC 5000 list of fastest growing companies in America twice. Between opening 13 different companies and counting, Cody serves as the Vice President of a commercial bank and has financed over $100 million in loans during that time. Realizing the lack of financial education in our school systems, Cody has set out to change the financial trajectory of today's youth, by giving tools to parents to help them deepen their relationships with their children while equipping them with the information they need to be financially free. What you'll learn about in this episode: How Cody had planned on being a marine biologist until a lesson in compound interest sparked Cody's passion for financial education How Cody started his first company and began growing his empire, and how he achieved his goal of becoming a millionaire by the time he was 30… until he lost everything How Cody reinvented himself through going into personal finance and banking, and what critical lessons Cody learned during his journey Why everyone wants success and financial independence in life but too few people are willing to take action to achieve it, and why making no decision is worse than a bad one Why the speed of your success comes from whose advice you choose to accept, and why the wisdom of people who have experienced and recovered from failure is invaluable Why Cody chose to begin sharing his story in an effort to help others, and how telling the story of his struggles had a therapeutic effect for Cody Why there is an extraordinary lack of financial and entrepreneurial education for kids, and how Cody is working to change that through his work with The Money Talkers Why it is important for parents to teach their kids about finances to prepare them for adulthood, and how Cody's podcast can help start the conversation How Robert T. Kiyosaki's book "Rich Dad Poor Dad" has made a repeated impact on Cody and his views on money, throughout his life Resources: Website: https://themoneytalkers.com/optin33124205 LinkedIn: www.linkedin.com/in/codyloughlin/ Facebook: www.facebook.com/groups/MoneyTalkers Twitter: @LoughlinCody @TalkersMoney Resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Oct 7, 202040 min

Ep 206Episode 206: An Inside Look at the Wicked Smart Community, with Lara Markel

Lara Markel has been in the real estate field for 15+ years. Beginning her career as a residential REALTOR®, she specialized in helping first time buyers to achieve their dream of homeownership by using down payment assistance programs and creative financing. She won many awards, including Rookie of the Year and Top Producing Team. An opportunity led her to commercial real estate where she worked as a private capital multifamily sales specialist helping in the acquisition and dispositions of apartment buildings. She had success across diverse types of multifamily properties. Transactions ranged from 6-unit beach properties to large, 100+ unit affordable housing developments requiring complex deal structuring and financing. During that time, she worked for several top commercial real estate brokerages and was a cofounder and partner of a boutique multifamily sales brokerage company. Going back to her roots in residential real estate, Lara now invests in single family homes using lease purchases and owner financing. She is passionate about solving problems and creating win-win situations for both Buyers and Sellers. By combining honesty and integrity with creativity, she seeks to structure transactions that provide sellers with the best possible outcome and works closely alongside buyers to give them the time and resources they need to qualify for financing. What you'll learn about in this episode: How Lara initially got started in real estate shortly after college, and how she discovered the significant profitability of multifamily deals How Lara and her family relocated to Tennessee and Lara connected with the Smart Real Estate Coach team and Chris Prefontaine Why Lara chose to go into single family despite her past experience in multifamily, and how she has found a new degree of success How Lara is able to find constant support at all levels within the Wicked Smart Community and from Chris and his family team What thought process Lara experienced prior to joining the Wicked Smart Community that helped her decide to jump in with both feet and commit Why Lara has set the goal to do around twelve deals per year, and how she navigates work and family life What steps Lara takes to find balance between her occupation and her home life, and how she explains what she does to her five year-old daughter What advice Lara has for anyone who is feeling stuck, afraid, or looking to make a major life or career transition Why Lara is committed to her real estate investing and doesn't see it as a get-rich-quick scheme, and why she believes the hard work is worthwhile Resources: Website: http://investinginppl.com/ LinkedIn: www.linkedin.com/in/lara-markel-0981794/ Facebook: www.facebook.com/InvestinginPPL Resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Oct 2, 202026 min

Ep 205Episode 205: Breaking Through Your Limiting Beliefs, with Rock Thomas

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Rock Thomas is the World's #1 Whole-Life-Success Expert, bestselling author, and host of the #IAmMovement Podcast. From farm boy to real estate and business guru, mentor and self-made millionaire, Rock has studied one-on-one with the world's best teachers — Tony Robbins, Jack Canfield, Wayne Dyer, Robert Herjavec and more — on his mission to inspire others to create their best life, on their terms. His Goalcast video alone was viewed by over 100 million people. Using tools and strategies that are proven, Rock now teaches people how to create financial freedom by leveraging their purpose and passions to live not just a successful life, but a fulfilled one. Founder of the #IAmMovement, he is known as the man who redefines lives. What you'll learn about in this episode: How Rock's work ethic growing up on a farm in Canada helped him power through early challenges when he got into real estate, and what key lessons he learned from mentors How Rock helps people address, deal with, and break through their limiting beliefs, and why being self-confident and excited by your life and work is vital Why success in any aspect of your life requires hard work, tenacity, commitment, dedication and caring Why working out and eating right can improve your energy, and why having more energy than the people around you is a secret to success Why many people struggle to find and understand their purpose and feel truly powered up by all aspects of their lives Why helping and serving others is the best way to break out of your own depression or challenges, and why it is important to spend 30 minutes a day on personal development Why having a focus is important to pull you away from the negativity that can be found everywhere in the world today How Rock's M1 mastermind group is designed to support, encourage and challenge participants What common, shared traits Rock has recognized in successful people related to their sense of urgency and decision-making Why surrounding yourself with the right peers and mentors who can see your greatness can help you break through your own limiting beliefs Resources: Website: www.SmartRealEstateCoach.com/rockthomas Website: https://rockthomas.com Website: www.gom1.com Rock Thomas's #IAmMovement Podcast: https://rockthomas.com/podcast/ LinkedIn: www.linkedin.com/in/rockthomas/ Facebook: www.facebook.com/RockThomasOfficial/ Twitter: @rockthomas Instagram: @rockthomas Additional resources: Website: SmartRealEstateCoach.com/traction Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Sep 30, 202040 min

Ep 204Episode 204: Know and Grow Your Cash Flow, with David Ritcher

David Ritcher is on a mission to help stressed entrepreneurs who are frustrated with not knowing their numbers and not making a profit. David cleans up their books, interprets their numbers for them, and implements a system that will increase and prioritize their profits–this leads to being less stressed, confident in their numbers, and the ability to make the profit they need to accomplish their vision. He has been in the real estate investing world specifically for the last six years. He has served on the leadership team of real estate investing companies doing over 300 deals a year between wholesaling, fixing and flipping, lease optioning, and turnkeying properties. He has sat in all the real estate investing seats from acquisitions, dispositions, property management, project management, transaction coordination, accounting, etc. He speaks real estate investors fluently, has no debt in his business or his personal life, and practices all the principles and actions he teaches. For him to continue to consistently grow and help others, he read over 50 books a year. What you'll learn about in this episode: How David got his start in the real estate business How Simple CFO Solutions is changing the lives of entrepreneurs in the real estate industry What Simple CFO Solutions is doing to help investors know and grow their cash flow Why your mindset about your numbers is one of the biggest obstacles to your success in real estate The regimen that keeps David's personal life aligned with his vision for success How mentorship has played a key role in David's ability to flourish in his real estate career Resources: David's book in audio format and ebook format–email: [email protected] Apply for services: https://simplecfosolutions.com/apply/ https://simplecfosolutions.com/recession-proof-business/ https://simplecfosolutions.com/services/ Website: simplecfosolutions.com LinkedIn: https://www.linkedin.com/in/david-simple-cfo/ Facebook: https://www.facebook.com/thesimplecfo/ Resources: LIVE Event September 16-18, 2020: www.qlslive.com SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Sep 25, 202027 min

Ep 203Episode 203: Winning the Mental Game to Change Your Future, with Chris Prefontaine

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Chris is the best-selling author of Real Estate on Your Terms: Create Continuous Cash Flow Now, Without Using Your Cash or Credit. He's also the founder of SmartRealEstateCoach.com and the Smart Real Estate Coach Podcast. Chris has been in real estate for over 25 years. His experience includes the construction of over 100 single-family and duplex homes (mostly in the 1990s and selectively to date), has owned a Realty Executives Franchise (Massachusetts 1994-2000) as broker/owner which maintained high per-agent standards and eventually sold to Coldwell Banker in 2000. The 2000s included coaching ½ million and higher REALTORs® in order to scale & automate their business throughout the US and Canada. He also participated (and still does selectively) in doing condo conversions (multi-family homes to condos) and "raise the roof" projects (converting single-family ranches to colonials in growth neighborhoods). Chris has been a big advocate of constant education and participates regularly in high-end mastermind groups, as well as consults with private mentors. He runs his own buying and selling businesses with his family team, which buys 2-5 properties monthly, so they're in the trenches every single week. They also help clients do the same thing around the country. Chris and his family team have done over 80 million in real estate transactions. They mentor, coach, consult, and actually partner with students around the country (by application only) to do exactly what they do. What you'll learn about in this episode: Why the actions you take today will directly impact your success in the next year and beyond, and why terms is the most adaptable niche in real estate How becoming an authority in the terms niche will allow you to easily adapt and will help you leave your competition behind Why you are the biggest thing holding yourself back from success, and how to overcome that mindset Which past and future episodes of the Smart Real Estate Coach podcast can help you master your mental game and maximize your success in the coming year and beyond Why being the authority in your market is the key to attracting business, and how to take our powerful Be The Authority course How being a part of an amazing, supportive community can help you overcome your challenges, deal with frustration, and keep you moving even when you want to quit What five things you can do to give yourself a 100% guarantee of success, regardless of the obstacles and challenges you'll face Why cost, uncertainty, lack of self-confidence, hesitation, challenge, and time shouldn't be factors holding you back from diving into the terms niche How a 1994 disaster and the 2008 crash impacted Chris and his family business, and how he overcame his anxiety, stress, worry, and fear to rebuild stronger than ever Why your peer group that you spend time with will determine every aspect of your future, and why winning the mental game is the key to changing your direction Resources: You Are the Placebo: Making Your Mind Matter by Dr. Joe Dispenza: https://amzn.to/35EzC8c Be The Authority course: https://predictiveroi.com/be-the-authority/ Keith Cunningham's Keys to the Vault website: https://keystothevault.com/ Book a free strategy call with Chris or Zach: http://smartrealestatecoach.com/action/ Past Episodes of the Smart Real Estate Coach podcast to revisit: Ed Mylett in Episode 190 of the Smart Real Estate Coach podcast: https://smartrealestatecoachpodcast.com/podcasts/ed-mylett/ Dr. Amanda Barrientez in Episode 121 of the Smart Real Estate Coach podcast: https://smartrealestatecoachpodcast.com/podcasts/dr-amanda-barrientez/ Stephen Woessner in Episode 85 of the Smart Real Estate Coach podcast: https://smartrealestatecoachpodcast.com/podcasts/stephen-woessner/ Stephen Woessner in Episode 147 of the Smart Real Estate Coach podcast: https://smartrealestatecoachpodcast.com/podcasts/stephen-woessner-3/ Mark Willis in Episode 124 of the Smart Real Estate Coach podcast: https://smartrealestatecoachpodcast.com/podcasts/mark-willis/ Clint Coons in Episode 185 of the Smart Real Estate Coach podcast: https://smartrealestatecoachpodcast.com/podcasts/clint-coons/ Thriving In Chaos miniseries from the Smart Real Estate Coach podcast: Thriving In Chaos episode one, featuring Chris Prefontaine: https://smartrealestatecoachpodcast.com/podcasts/solocast-14/ Thriving In Chaos episode two, featuring Brett Gilliland: https://smartrealestatecoachpodcast.com/podcasts/brett-gilliland-02/ Thriving In Chaos episode three, featuring Clate Mask: https://smartrealestatecoachpodcast.com/podcasts/clate-mask/ Thriving In Chaos episode four, featuring Kevin Harrington: https://smartrealestatecoachpodcast.com/podcasts/kevin-harrington/ Thriving In Chaos episode five, featuring Don Yaeger: https://smartrealestatecoachpodcast.com/podcasts/don-yaeger/ Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartReal

Sep 23, 202034 min

Ep 202Episode 202: Building an Empire with Rural, Vacant Land, with Steven Butala and Jill DeWit

Since 1999, professional real estate investors, Steven Jack Butala and Jill DeWit, built a $24m land resale empire completing close to 16,000 transactions without incurring any debt or leverage. In 2015, they co-founded Land Academy to share their experience and provide access to professional-level tools for like-minded investors at all stages of their careers. To date, they have produced more than 1,000 podcast episodes and provided over 500 hours of live webinars, all in the name of education through sharing their transaction experience. What you'll learn about in this episode: The when, how, and why behind Steven and Jill's decision to get into the land niche Why rural, vacant land is a great place to look for someone who wants to start a career in real estate investing or add it to their current strategy Why it is so important to know your numbers cold in any niche The structure of Steven and Jill's team and how their organization operates How the global pandemic has impacted Steven and Jill's niche in real estate investing Typical challenges that prevent students from achieving the same success Steven and Jill have When it's time to make the leap from sole decision-maker to hiring a team member Resources: Website: LandAcademy.com NeighborScoop.com ParcelFact.com HouseAcademy.com LinkedIn: https://www.linkedin.com/in/steven-butala-39853916/ https://www.linkedin.com/in/jill-dewit-9936b148/ https://www.linkedin.com/company/land-academy/ Twitter: @TheLandAcademy Facebook: https://www.facebook.com/landacademy/ Resources: LIVE Event September 16-18, 2020: www.qlslive.com SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Sep 18, 202033 min

Ep 201Episode 201: From School Teacher to Full-Time Investor, with Frank Patalano

Frank Patalano is a former school teacher who has built enough passive income to work on Real Estate full time. He is a full time real estate investor who has primarily focused on buy and hold residential investing. Before selling some units recently, Frank was a part owner in about 60 units in Rhode Island. He also enjoys syndications (in 5 other states), and has dabbled with development/construction, some commercial, and some private lending. As a former educator, educating others is a top priority. Frank currently does that as a member and leader in the Rhode Island Real Estate Investors Group and as a co-host of theCashFlowKings, a real estate podcast. Frank also help others through his VA business, RealAgentHelper.com. What you'll learn about in this episode: How Frank's career began as a full-time teacher before he began investing on the side without his family's knowledge How Frank's entry into real estate investing started as a place to park his money, and how he slowly transitioned to investing as his primary career Why education and networking have been the main drivers of Frank's deals and the backbone of his portfolio How Frank intentionally keeps a variety of investments in many different markets but doesn't just take every deal Why Frank is a big fan of creating partnerships to do deals, and how he has formed a virtual group to do deals during the pandemic What big mistakes and challenges Frank has made during his career, and what lessons he learned from them Frank shares the details of a big win he achieved, fixing up a property, renting it for a few years, and then selling it for a huge profit How Frank and his group have been adjusting to the realities of pandemic, including successfully pursuing an eviction through Zoom What key daily activities and habits Frank follows to help him stay in the right mindset and achieve his goals Why Frank finds great value in real estate, and how he has had many mentors over his career that have made a lasting difference to him Resources: Website: www.cashflowkings.com Website: www.realagenthelper.com LinkedIn: www.linkedin.com/in/frankpatalano/ LinkedIn: www.linkedin.com/company/thecashflowkings/ Instagram: www.instagram.com/thecashflowkings/ Facebook: www.facebook.com/patalano1 Twitter: @ribuy Additional resources: LIVE Event September 16-18, 2020: www.qlslive.com Website: SmartRealEstateCoach.com/traction Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Sep 16, 202030 min

Ep 200Episode 200: Putting Your IRA to Work, with Terry White

Terry White, President & CEO of Sunwest Trust, has been working in the real estate & investment world for 35+ years, and he's got the expertise to prove it. After graduating with a degree in Accounting and working as a controller for a local title company, Terry launched a small escrow company, which quickly gained a reputation for being honest, hardworking and fair. In 2003, Terry took his success a step further and formed Sunwest Trust, Inc. Headquartered in Albuquerque, New Mexico, Sunwest Trust, Inc. was founded on the principle of offering clients real-world solutions to all of their self-directed IRA and escrow management needs. Today, Sunwest Trust, together with Sunwest Escrow, serves its clients as both escrow agent and IRA custodian for Individual Retirement Accounts. Terry has led Sunwest Trust with one goal: to provide outstanding service to each and every client by listening to them and learning exactly what they want. His passion lies in educating investors to build their own self-directed IRAs, customized to fit their needs and financial goals. When he's not in the office, Terry enjoys fly fishing, biking, traveling with his wife, and spending time in Colorado. What you'll learn about in this episode: How Terry's first job out of college was working at a title company, and how that led to his career in the escrow business Why Terry's favorite niche he has worked in within real estate investing is buying and brokering cashflow contracts How Terry made the transition to a buy-and-hold portfolio, and what properties are currently within his portfolio Why many investors don't realize you can invest your custodian-directed IRA into anything except life insurance and collectibles, including real estate What caveats and pitfalls to watch out for when using your IRA to invest in real estate, and how to safely navigate those issues Why so few people realize they can use their IRAs for almost any type of investment, and why this is a real missed opportunity for investors Terry shares a big real estate investing mistake he made in the past, and he shares the important lesson he learned from the costly error What major life and business wins Terry has experienced, including selling his trust business in February of 2020 right before the global pandemic outbreak What strategies Terry would recommend for new investors just entering the real estate market to hit the ground running Why Terry sees too many new investors try to save money during their first few deals by not hiring experts, and why this is a critical mistake Resources: Email Terry for inquiries: [email protected] Website: www.sunwesttrust.com/smartrealestatecoach Website: www.sunwesttrust.com/ LinkedIn: www.linkedin.com/in/terry-white-ceo-sunwest-trust-inc-8982a86/ LinkedIn: www.linkedin.com/company/sunwest-trust/about/ Facebook: www.facebook.com/SunwestTrust Twitter: @sunwesttrustira Additional resources: LIVE Event September 16-18, 2020: www.qlslive.com Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Sep 11, 202033 min

Ep 199Episode 199: Working in a Family Business, with Bob Prefontaine and Steve Prefontaine

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Bob Prefontaine is Chris's father and the patriarch of the Prefontaine family. He served in the US Air Force from 1959-1962 before inheriting and further growing a company which he named Preco. In 1991, Bob sold his company to one of the largest welding supply distributors in the country. In 1992, he purchased Skaff Cryogenics, and in 2018, he sold all three of the business entities he owned at that time and retired after a long and successful career. Steve Prefontaine is Chris's brother and started his career at Quaker Oats as a regional sales manager and then Kraft General Foods, before changing gears and working with Bob at Skaff Cryogenics from 1995 to 2018 as Vice President and a partner in the company. What you'll learn about in this episode: How the Prefontaine family has always worked well together, and how Bob decided to bring his son into the family business What the experience of working for the family business was like for Steve, and how Steve decided it was worth taking a significant pay cut to work for his dad Why Bob and Steve believe making the jump to full-time real estate investor is absolutely worth the risk, and how doing so changed their lives How Bob identified opportunities in his career by recognizing the needs of others and finding a way to meet those needs How Bob and Steve overcame starting out at negative $50,000 in their first month at one of their businesses to build the company up to a $6.3 million year What steps Bob and Steve took to rebound from negative revenue, and how they lifted each other up during the tough times How Bob and Steve built up their business strategy with frequent, in-the-moment check ins and daily recaps Why owning real estate and then leasing it back to his business was an important component of Bob's success How Bob and Steve realized it was time to sell the company, and why it was such a difficult but necessary decision Why the rapidly changing landscape of the business environment was the important push that made Bob and Steve decide to exit the business Resources: LIVE Event September 16-18, 2020: www.qlslive.com SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS

Sep 9, 202044 min

Ep 198Episode 198: Working in a Virtual World, with Chris Arnold

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Chris Arnold is the co-founder of COSA Investments, one of the largest wholesale companies in the DFW Metroplex. COSA is operated and managed by a US virtual team, which has allowed Chris to run his company while living in Tulum, Mexico. He is also the founder of Arnold Elite Realty, a cutting-edge boutique brokerage team consisting of seasoned agents. His passion for coaching and mentoring entrepreneurs has led to the creation of The Multipliers Mastermind. Most recently, Chris has launched his REI Radio coaching program. This program is designed to teach real estate Investors the Marketing stream that everyone knows about, but NO ONE is doing! What you'll learn about in this episode: How Chris initially got into real estate in 2005 at just 25 years old, how he built a boutique brokerage, and how he then transitioned into fix-and-flip and wholesaling How Chris took his business into a virtual space, and why creating a company with freedom of location was his primary goal How the global pandemic outbreak accelerated the team's move into virtual space, and what creative solutions the team developed Chris gives an overview of his goals and plans for The Multipliers Mastermind and his REI Radio project Why Chris believes entrepreneurs can benefit from moving to a virtual business, and what suggestions he has to offer to accelerate your transition Why Chris calls radio "the marketing channel everyone knows about but no one is using," and how radio can be powerful and effective for real estate investors How Chris and his team have refined their system over ten years to be completely easy and plug-and-play How to gain access to Chris's REI Radio system to master the use of radio marketing and establish yourself and dominate your market What daily rituals and practices Chris follows to start his day right and do his best work every day How Chris's passion has shifted from doing deals to making an impact on others within the real estate space Resources: REI Radio Website: www.wholesalinginc.com/reiradio Website: https://cosainvestments.com/ Website: http://myhomesold.com/ LinkedIn: www.linkedin.com/company/arnold-elite-real-estate/ Facebook: www.facebook.com/COSAinvestments/ Twitter: @ArnoldElite Additional resources: LIVE Event September 16-18, 2020: www.qlslive.com Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Sep 4, 202034 min

Ep 197Episode 197: Business Entity Structuring and Asset Protection, with Brian Price and Jennifer Gligoric

Brian Price and Jennifer Gligoric are the founders and CEO/COO of Leafy Legal Services and hosts on Leafy Podcast. This dynamic duo has helped entrepreneurs and real estate investors get started for the last 20+ years individually and together for the past eight years. Both Brian and Jennifer have harrowing backstories. Brian 'lost his shirt' in the 2008 recession, losing everything and filing bankruptcy before climbing back out and into success. Jennifer found herself homeless as a teenager and managed to put herself through college and become a successful business owner despite the odds. They both attribute their success to a mindset of abundance, and paying it forward is the means to happiness. What you'll learn about in this episode: How Jennifer and Brian first met, and how kindness and respect are integral values for their business Why, regardless of the niche or industry you operate in, running your business like a business and structuring your business entity is a critical step for success Why getting your business entity set up correctly now can save you massive headaches later and protect you from dangerous situations Why the massive amounts of data available for free through the internet can put your business in danger, and why anonymity is important Why the right type of business structure depends on your circumstances, and why asset protection requires more than just insurance Why real estate investors are at greater risk for predatory litigation than other businesses How the outbreak of the global pandemic has impacted Jennifer and Brian's clients, and what advice they have for navigating the crisis How the team at Leafy can help real estate investors protect themselves, and how to get a free copy of their ebook What Jennifer and Brian believe are the first critical steps to take to begin setting up asset protection for your business Why now is the right time to get started protecting yourself, especially during the global pandemic, and why freezing in place is the worst thing you can do Resources: Visit www.smartrealestatecoach.com/leafy to book a free strategy session Visit https://go.leafyassets.com/lls-intro and receive 5% of net sale for everyone who purchases a plan Visit www.leafylegalservices.com and mention this podcast episode to receive a free 1-hour complimentary discovery call Free Asset Protection Basics for Real Estate Investors ebook: https://go.leafyassets.com/ap-ebook1 Facebook: www.facebook.com/leafylegal/ Instagram: www.instagram.com/leafylegal/ Twitter: https://twitter.com/LeafyLegal @LeafyLegal LinkedIn: www.linkedin.com/in/jennifergligoric/ LinkedIn: www.linkedin.com/in/pricebd/ LinkedIn: www.linkedin.com/company/leafy-legal-services Additional resources: LIVE Event September 16-18, 2020: www.qlslive.com Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Sep 2, 202033 min

Ep 196Episode 196: The Intrepid Fallen Heroes Fund, with Todd Domerese

Alvis "Todd" Domerese was born and raised in Michigan. In 1998, at the age of 23, he joined the Army as an infantryman. In his fifteen years in the Army, he served with the 101st Airborne Division at Fort Campbell, Kentucky; served with the 25th Infantry Division at Schofield Barracks, Hawaii; and served with the 1st Cavalry Division at Fort Hood, Texas. He did a six-month long peacekeeping deployment in Kosovo in 2000, a year-long combat deployment to Sadr City, Iraq in 2004, and a year-long combat deployment to the Helmand Providence in Afghanistan in 2010. On December 27, 2004, his vehicle was hit by two improvised explosive devices simultaneously. His gunner was killed instantly, his driver had his arm torn apart by shrapnel, and he had a large metal fragment go through his Kevlar helmet which caused a period of unconsciousness, a large complex scalp laceration, a linear skull fracture and swelling and bruising on his brain. He also had multiple shrapnel pieces embedded in his face that had to be surgically removed. After his injury, he changed his job to a water treatment specialist since he could no longer serve as an infantryman. Due to the physical and psychological injuries he sustained in Iraq, he was found to be 100% disabled and was medically retired as a staff sergeant on September 28, 2013, after serving 15 years, 2 months, and 14 days. Some of the disabilities he suffers from are severe post traumatic stress disorder, severe migraine headaches, and other residual effects from his moderate traumatic brain injury. His awards include the air assault badge, the expert infantryman badge, the combat infantryman badge, the expert marksmanship badge, the Purple Heart medal, the Army Commendation medal (2), Army Achievement medal (6), Good Conduct medal (5), National Defense Service medal, Kosovo Campaign medal, Afghanistan Campaign medal, Global War on Terrorism Expeditionary medal, Global War on Terrorism Service medal, Military Outstanding Volunteer Service medal, Noncommissioned officer professional development ribbon (2), Army Service ribbon, Army Overseas Service ribbon (4), Afghanistan NATO medal, and the Kosovo NATO medal. He has been married to his wife Marti for 14 years and has two sons- Benjamin, age 9 and Joshua age, 5. What you'll learn about in this episode: How the Intrepid Fallen Heroes Fund, a national non-profit organization, serves US military personnel suffering from traumatic brain injuries and post-traumatic stress How the Intrepid Fallen Heroes Fund has provided over $200 million to support the heroes in our military and their families How the fund is building a series of treatment centers to assist service members suffering from traumatic brain injuries and are hoping to raise funds for their 9th center Why the Intrepid Fallen Heroes Fund is unique in that 100% of donations go directly toward the construction of their centers How donors from all across the nation and all walks of life have contributed to the success of the fund How spreading their message and raising funds for new centers is the most important part of the Intrepid Fallen Heroes Fund's current mission How Todd himself was assisted by Intrepid when working through his own recovery from his traumatic brain injury What you can do to donate to the Intrepid Fallen Heroes Fund, and why helping spread their message is critically important to the organization's success Resources: Donate to the Intrepid Fallen Heroes Fund: www.fallenheroesfund.org LinkedIn: www.linkedin.com/in/todd-domerese-04035b1a/ LinkedIn: www.linkedin.com/company/intrepid-fallen-heroes-fund/ Facebook: www.facebook.com/IntrepidFallenHeroesFund Twitter: @IntrepidHeroes Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Aug 28, 202020 min

Ep 195Episode 195: Creating Predictable Success in an Unpredictable Market, with Chris Prefontaine

Chris is the best-selling author of Real Estate on Your Terms: Create Continuous Cash Flow Now, Without Using Your Cash or Credit. He's also the founder of SmartRealEstateCoach.com and the Smart Real Estate Coach Podcast. Chris has been in real estate for over 25 years. His experience includes the construction of over 100 single-family and duplex homes (mostly in the 1990's and selectively to date), has owned a Realty Executives Franchise (Massachusetts 1994-2000) as broker/owner which maintained high per-agent standards and eventually sold to Coldwell Banker in 2000. The 2000's included coaching ½ million and higher REALTORs® in order to scale & automate their business throughout the US and Canada. He also participated (and still does selectively) in doing condo conversions (multi-family homes to condos) and "raise the roof" projects (converting single-family ranches to colonials in growth neighborhoods). Chris has been a big advocate of constant education and participates regularly in high-end mastermind groups, as well as consults with private mentors. He runs his own buying and selling businesses with his family team, which buys 2-5 properties monthly, so they're in the trenches every single week. They also help clients do the same thing around the country. Chris and his family team have done over 80 million in real estate transactions. They mentor, coach, consult, and actually partner with students around the country (by application only) to do exactly what they do. What you'll learn about in this episode: What a "one-handed economist" is, and why nobody can say for certain what the market will do under the global pandemic Why the terms niche offers predictable success in real estate regardless of what the market does How the terms niche isn't just predictable but also super profitable, if you follow Chris's method correctly Why market conditions are creating a "perfect triangle" of opportunity for investors in the terms niche Why "money follows management", and how Chris and his team can show proven results working through challenging situations Why "success is a lousy teacher", and why it is important that mentors have been through at least two storms and have learned to weather them Why creating leverage through tools and processes that allow you to accomplish more with less is the key to success, and why measuring and thinking are critical skills How Chris and his team first look for pain, then identify the best solution, then explain and provide that solution Why adding value is the best way to drive up your income, and why providing an amazing experience is the secret to adding value How Chris's National Property Team is helping its members add value by providing an amazing experience Resources: Private 15-minute strategy call with Chris: www.SmartRealEstateCoach.com/action Smart Real Estate Coach YouTube Channel: www.youtube.com/user/smartrealestatecoach 31 Day Billionaire course: http://smartrealestatecoach.com/billionaire/ Dr. Amanda Barrientez: www.SmartRealEstateCoach.com/NFA Thursday Strategy Zoom Call with Chris: [email protected] Three Year $1 Million Plan: [email protected] Be The Authority course: https://predictiveroi.com/be-the-authority/ Elite Entrepreneurs course: www.SmartRealEstateCoach.com/ignition Website: www.getQLS.com Thriving In Chaos miniseries from the Smart Real Estate Coach podcast: Thriving In Chaos episode one, featuring Chris Prefontaine: https://smartrealestatecoachpodcast.com/podcasts/solocast-14/ Thriving In Chaos episode two, featuring Brett Gilliland: https://smartrealestatecoachpodcast.com/podcasts/brett-gilliland-02/ Thriving In Chaos episode three, featuring Clate Mask: https://smartrealestatecoachpodcast.com/podcasts/clate-mask/ Thriving In Chaos episode four, featuring Kevin Harrington: https://smartrealestatecoachpodcast.com/podcasts/kevin-harrington/ Thriving In Chaos episode five, featuring Don Yaeger: https://smartrealestatecoachpodcast.com/podcasts/don-yaeger/ Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Aug 26, 202028 min

Ep 194Episode 194: Facing Challenges and Changing Habits, with Mike Michalowicz

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Mike Michalowicz (mi-KAL-o-wits) is the author of Profit First, Surge, The Pumpkin Plan, Clockwork, and his newest release, Fix This Next. By his 35th birthday, Mike had founded and sold two companies – one to private equity and another to a Fortune 500. Today he is running his third multi-million dollar venture, Profit First Professionals. Mike is a former small business columnist for The Wall Street Journal and the former business makeover specialist on MSNBC. Over the years, Mike has traveled the globe speaking with thousands of entrepreneurs, and is here today to share the best of what he has learned. What you'll learn about in this episode: How Mike became an entrepreneur through "trial by fire" after burning bridges with his previous job early in his career How Mike realized that becoming an entrepreneur was a lot of work and not an instant ticket to overnight success like he'd thought Why learning to take out his own profits first and then put what was left back into his business was a game-changer for Mike Why Mike identifies himself as a "shareholder in a small business" rather than a business owner or entrepreneur, and why the label matters to how he conducts his business How Mike learned to "channel his behavioral paths" by setting key daily routines including small changes and motivators What major challenges Mike faced, including losing his home and shuttering a business, before he found his path and created a new system of business Why Mike wrote his new book to address the challenge business leaders often face in identifying what their businesses need from them How to take Mike's Fix This Next free evaluation to help you address the weakest link in your business How Mike has identified a way to out-market the competition every time, and how this will be the basis of his next book How businesses must adapt to the realities of today's challenges by considering how they can help others in new ways Resources: Take Mike's Fix This Next free business evaluation: https://fixthisnext.com/ Read the first two chapters of Clockwork for free: https://bit.ly/33MHQtZ Website: www.mikemichalowicz.com LinkedIn: www.linkedin.com/in/mikemichalowicz/ Facebook: www.facebook.com/MikeMichalowiczFanPage/ Twitter: @MikeMichalowicz Additional resources: LIVE Event September 16-18, 2020: www.qlslive.com Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Aug 21, 202035 min

Ep 193Episode 193: Crowdfunded Real Estate Investing, with Clint Anderson

Clint Anderson, CEO and Founder of EquityDoor, is a 20 year veteran of both technology and real-estate investing. With a passion for emerging technologies and personal experience with property management, single and multi-family rentals, house flipping and real estate sales, Anderson brings a unique, hands-on perspective to EquityDoor. What you'll learn about in this episode: How Clint first got involved in real estate, and how he launched his crowdfunding real estate business, EquityDoor How the business is structured specifically to allow the "average Joe" to get involved in real estate investing What kind of projects Clint and his team invest in, and how they are able to offer a large variety of crowdfunded projects How EquityDoor is now partnering with self-directed individual retirement account custodians to bring their investors to these real estate projects How the team at EquityDoor is structured, and what parts of the business are managed internally versus outsourced What a typical day for Clint and his team looks like, and why education is the backbone of his work What critical rules govern these types of investments, and what to look for to ensure that you're doing your due diligence What's next for Clint and the team, including founding a sister company that will serve as a platform to educate people on real estate investing and crowdfunding How, as a child, Clint's best friend's father served as his first real estate mentor, and what key lessons he learned Resources: Website: www.equitydoor.net Website: www.equitydoor.com Email: [email protected] Email: [email protected] Instagram: www.instagram.com/equitydoor9400/ Facebook: www.facebook.com/EquityDoor/ LinkedIn: https://www.linkedin.com/in/clint-anderson-522bb22/ www.linkedin.com/company/equitydoor/ Additional resources: LIVE Event September 16-18, 2020: www.qlslive.com Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Aug 19, 202037 min

Ep 192Episode 192: Raw Land Deals, with Mark Podolsky

Mark J. Podolsky (AKA The Land Geek) is widely considered the country's most trusted and foremost authority on buying and selling raw, undeveloped land within the United States. He has been actively investing in real estate and raw land since 2001, and has completed over 5,200 unique transactions. Mark's company, Frontier Equity Properties LLC, is an A+ rated BBB real estate company. Mark has achieved this level of success largely due to his core business philosophy – "Happy Customers Guaranteed." Mark is the host of one of the top rated podcasts in the Investing Category on iTunes, aptly titled The Best Passive Income Model. He is also the host of the Land Geek Podcast – Work Smart. Earn More. Learn How. What you'll learn about in this episode: Mark shares how he does his deals, having completed more than 1500 deals since the year 2000, and he shares how raw, rural land is the key to his success Mark explains how his business is 100% virtual, with no need to physically visit the properties to buy or sell them How Mark finds properties for 25-30 cents on the dollar, what geographic regions and states he focuses on, and why 90% of his business is automated Why Mark believes that there's a strong use case for every piece of property, no matter where it is located…even swampland How Mark finds buyers typically among the owners of neighboring properties, and why Craigslist and Facebook are also great tools for finding buyers How Mark spends just an hour a week on his investments, and how Mark asks his clients to spend just an hour or two a day Mark discusses his book Dirt Rich, and he shares insights from the forthcoming follow-up book he's writing How Mark's Investor's Toolkit is the definitive DIY toolkit to help you get started in raw land deals What challenges students face when learning Mark's methods, and why it does take work, knowledge, and due diligence How Mark spends every Monday and Friday exclusively working on deepening his relationships, and how he structures the rest of his week around his work Resources: Mark's previous appearance in Episode 17: https://smartrealestatecoachpodcast.com/podcasts/mark-podolsky/ Get Mark's Investor's Toolkit: www.smartrealestatecoach.com/landgeek Dirt Rich by Mark Podolsky: https://amzn.to/39p0Q2Q Website: www.thelandgeek.com Website: www.geekpay.io LinkedIn: www.linkedin.com/in/thelandgeek/ Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Aug 14, 202028 min

Ep 191Episode 191: Becoming a Full-Time Investor in Just Eight Months, with Brian O'Neill

Brian O'Neill was born in New York and moved to Florida at age 5 and spent most of his life there. He attended Florida State University and then at the age of 30 he moved to Chicago. Brian has been there for 17 years now and has a wonderful wife, Katie, who he has been married to for 10 years. They have a very soon-to-be 9-year-old son named Will. They love spending time together and taking family vacations, just the 3 of them. In his spare time, Brian likes to play golf, read, and play sports with his son. What you'll learn about in this episode: How Brian has managed to achieve enough success in real estate to resign from his career and turn to full-time investing How Brian first joined the Smart Real Estate Coach team around Thanksgiving of 2019, and how he achieved his goal of leaving his job far earlier than his estimation of 2022 How Brian managed to overcome his fear and jump into investing full-time, and how he came to the realization that now was the time to make the leap Why getting into the right headspace was critical for Brian's success, and how he realized that he needed to "get out of his own way" by starting with small changes How Brian achieved his success so quickly through hard work, paying attention, and taking action every day How Brian starts every day with the same key morning routine, and how that routine sets him up for success How working from home during the global pandemic and realizing how much he enjoyed the extra time with his son became a key motivator for Brian Why it is important to be "the authority" in your marketplace, and how Brian is now focusing on working with people he can help How Brian manages a balance between focusing on his goals while also spending time with his family, and why success requires a "get it done" mentality Why one of the most powerful quotes that Brian lives by is "if you turn the ship just a little bit, you'll end up in a completely different place" Resources: Email [email protected] with the subject "Affirmations Book" Be The Authority online course: https://predictiveroi.com/be-the-authority/ Additional resources: LIVE Event September 16-18, 2020: www.qlslive.com Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Aug 12, 202034 min

Ep 190Episode 190: Visualizing Your Success, with Ed Mylett

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Mr. Ed Mylett is one of the top business leaders, peak performance experts, and global keynote speakers in the world today. While many leaders and speakers just "talk the talk," Ed is a team-made millionaire who has built one of the most prolific financial service businesses the world has ever seen. After graduating from high school in Diamond Bar, California, Ed Mylett attended the University of the Pacific in Stockton. A student-athlete who balanced his studies in communications with playing baseball for the NCAA Division I Pacific Tigers, Ed Mylett graduated from Pacific as a three-time All-American and the NCAA leader in stolen bases. Following college, he worked as a youth counselor for underprivileged boys. Ed joined World Financial Group (WFG) in 1992. Because of his outstanding ability to inspire leaders, Ed Mylett quickly advanced at WFG, becoming one of the company's youngest CEO Marketing Directors in only a few years. After he achieved the top level of a Senior Executive Vice Chairman and then joined the WFG leadership team as a Chairman's Council member and as the Director of Field Leadership at WFG. Ed has a passion for mentoring and coaching others on what it takes to become a champion in all areas of life. He has shared the stage and has very close personal relationships with other business legends such as Tony Robbins, John Maxwell, Phil Knight and many others. What you'll learn about in this episode: Why Ed is a risk-averse "reluctant entrepreneur," and how getting a job at a group home for kids became a life-changing event for Ed How developing himself, his knowledge and his skills was critical for Ed's success, and how Ed and his team conducted the largest residential trade in the US ever Why Ed loves "playing the game" and doing "the art of the deal", and why he always has feelers out for new opportunities What key attributes Ed honed to develop his own success, and in particular his "addiction to developing his own identity" How Ed's time utilization is one of the key skills that helps him be more productive and do more in less time How Ed uses visualization and networking to feed his mind, and why specificity and repetition are the keys to effective visualization What specific tips Ed has to offer to improve your own visualization, and why attention to detail is key How going broke, losing everything including having his water turned off, and having to start over again taught Ed a vital lesson in keeping going How Ed ensures that he is present with his family during family time, and how he taught his kids the value of hard work What new ventures Ed is planning for, and how serving others through his podcast is one of his primary focuses Resources: Podcast: https://www.edmylett.com/podcasts/ Website: www.edmylett.com LinkedIn: www.linkedin.com/in/edmylett/ Additional resources: LIVE Event September 16-18, 2020: www.qlslive.com Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Aug 7, 202041 min

Ep 189Episode 189: Learning From the Cashflow King, with Jim Murray

Jim "Jimmy" Murray is a Millennial House Hacker turned corporate dropout by the age of 28. Jimmy co-owns Lyon Property Management with 600 doors under management and is an active investor in the Rhode Island market. Jimmy's primary focus are 2-3 unit multi-family flips. He also co-hosts a podcast called The Cashflow Kings. What you'll learn about in this episode: How Jimmy got started in real estate through house hacking before experiencing several aspects of real estate and moving into managing residential multifamily properties Why it's important to find a property manager that shares your mindset and fits your investment needs and goals How Jimmy and his team are focused on Rhode Island but are also moving into the emerging market of Massachusetts Why Jimmy and his team are transitioning more toward assets they own and manage rather than just managing for others How the global pandemic outbreak has impacted Lyon Property Management, and how the team are working with tenants who are struggling to pay Why solid communication with tenants, owners and even new clients has been a critical component of weathering the pandemic and its challenges Jimmy shares how having good mentors impacted his business and taught him how to best work with tenants without being too soft Why being strategic can help you continue to grow your business and identify new opportunities, even in uncertain times Why during this incredibly challenging time, you have to "stick with it", take action, and review your goals periodically Resources: Listen to Chris Prefontaine's guest appearance in Episode 33 of The Cashflow Kings podcast: https://bit.ly/30G7gXo Website: www.lyonpropertygroup.com/ LinkedIn: www.linkedin.com/in/jemurrayii/ Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Aug 5, 202028 min

Episode 188: Pivoting with Market Changes, with Lee Kearney

Lee Kearney is one of the nation's most active and successful single-family real estate investors, having flipped over 7000 houses in the last decade, totaling over $500 million in property, under his SPIN real estate company. Lee is known as the leading expert in understanding and leveraging real estate market cycles. He's been on the front lines of flipping homes, and his passion and expertise come into play as he inspires and educates real estate investors at all levels through his FLIP YOUR INCOME training program. What you'll learn about in this episode: How Lee started out in real estate in Ireland in 2003 by making money "by accident", and how he then learned valuable lessons about curb appeal and cosmetics How Lee discovered foreclosure deals and began learning quickly, mastering the niche of foreclosure auctions before losing everything in 2008 and starting over again How the global pandemic has "put the brakes on the entire world economy" and signaled a new era of real estate Why your strategies must change as the market shifts, with different strategies at the top, middle and bottom of the market Why the equity you think you can have in your real estate properties can evaporate overnight with market changes Why it is important to not just focus on cash flow but to also have a plan for an exit strategy with your properties Lee shares stories of his own investments and that of others that were negatively impacted by market cycles Why Lee considers being able to pivot with the market represents one of his biggest and most important wins Why Lee is focusing on raising capital to cash in on the opportunities presented by the market downturn Why Lee believes strongly in not having downtime and in pairing productive tasks with non-productive tasks Resources: Website: https://realadvisors.com/ LinkedIn: www.linkedin.com/in/leemkearney/ Instagram: www.instagram.com/realadvisors/ Elite Entrepreneurs course: www.SmartRealEstateCoach.com/ignition Lee Kearney's Recommended Reading List Atomic Habits by James Clear: https://amzn.to/30vwDeo Traction by Gino Wickman: https://amzn.to/2CYYzik Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Jul 31, 202029 min

Ep 187Episode 187: The 6 Stacks to a Complete Predictable Package, with Chris Prefontaine

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Chris is the best-selling author of Real Estate on Your Terms: Create Continuous Cash Flow Now, Without Using Your Cash or Credit. He's also the founder of SmartRealEstateCoach.com and the Smart Real Estate Coach Podcast. Chris has been in real estate for over 25 years. His experience includes the construction of over 100 single-family and duplex homes (mostly in the 1990's and selectively to date), has owned a Realty Executives Franchise (Massachusetts 1994-2000) as broker/owner which maintained high per-agent standards and eventually sold to Coldwell Banker in 2000. The 2000's included coaching ½ million and higher REALTORs® in order to scale & automate their business throughout the US and Canada. He also participated (and still does selectively) in doing condo conversions (multi-family homes to condos) and "raise the roof" projects (converting single-family ranches to colonials in growth neighborhoods). Chris has been a big advocate of constant education and participates regularly in high-end mastermind groups, as well as consults with private mentors. He runs his own buying and selling businesses with his family team, which buys 2-5 properties monthly, so they're in the trenches every single week. They also help clients do the same thing around the country. Chris and his family team have done over 80 million in real estate transactions. They mentor, coach, consult, and actually partner with students around the country (by application only) to do exactly what they do. What you'll learn about in this episode: What Chris means by "stacking", and how a "complete predictable package" is the key to weathering any storm How a complete package is comprised of skill sets needed to operate in your niche, the mental side of the business, support, and predictability Why ACAA – Action, Critique, Adjust, Action – is a powerful way of getting the results you're looking for Why the six stacks of a complete, predictable package are proven to be repeatable, and why this repeatability is key Chris provides free, must-have resources to help you take control of and master the mental side of your business Chris explains how he can talk about real estate being predictable thanks to the stacking program being so predictable and time-proven Why the three consistent and reliable paydays generated by Chris's methods are a vital ingredient for building wealth rather than working a job Why becoming the authority in your market can help you fight off competition from the terms niche Finish this statement: "to truly, definitively and predictably _______ in the next 12 months, I must _______." Why you need to work to make the journey fun and not just the destination, and why it's important to identify what new routines you need to develop and habits you need to break Resources: Private 15-minute strategy call with Chris: www.SmartRealEstateCoach.com/action Smart Real Estate Coach YouTube Channel: www.youtube.com/user/smartrealestatecoach 31 Day Billionaire course: http://smartrealestatecoach.com/billionaire/ Dr. Amanda Barrientez: www.SmartRealEstateCoach.com/NFA Thursday Strategy Zoom Call with Chris: [email protected] Three Year $1 Million Plan: [email protected] Be The Authority course: https://predictiveroi.com/be-the-authority/ Elite Entrepreneurs course: www.SmartRealEstateCoach.com/ignition Website: www.getQLS.com Past Solocasts from Chris: Episode 5: https://smartrealestatecoachpodcast.com/podcasts/chris-solocast/ Episode 12: https://smartrealestatecoachpodcast.com/podcasts/chris-solocast-2/ Episode 20: https://smartrealestatecoachpodcast.com/podcasts/chris-solocast-3/ Episode 42: https://smartrealestatecoachpodcast.com/podcasts/chris-solocast-4/ Episode 55: https://smartrealestatecoachpodcast.com/podcasts/chris-solocast-5/ Episode 87: https://smartrealestatecoachpodcast.com/podcasts/solocast-6/ Episode 100: https://smartrealestatecoachpodcast.com/podcasts/episode-100/ Episode 117: https://smartrealestatecoachpodcast.com/podcasts/solocast-8/ Episode 123: https://smartrealestatecoachpodcast.com/podcasts/solocast-09/ Episode 129: https://smartrealestatecoachpodcast.com/podcasts/solocast-10/ Episode 137: https://smartrealestatecoachpodcast.com/podcasts/solocast-11/ Episode 144: https://smartrealestatecoachpodcast.com/podcasts/solocast-12/ Episode 153: https://smartrealestatecoachpodcast.com/podcasts/solocast-13/ Episode 158: https://smartrealestatecoachpodcast.com/podcasts/solocast-14/ Episode 165: https://smartrealestatecoachpodcast.com/podcasts/solocast-15/ Episode 172: https://smartrealestatecoachpodcast.com/podcasts/solocast-16/ Episode 180: https://smartrealestatecoachpodcast.com/podcasts/solocast-17/ Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Jul 29, 202030 min

Ep 186Episode 186: Using Investing to Help Others into Home Ownership, with Scott Bower

Scott Bower is a transplant from the state of Iowa who caught the entrepreneurial bug at the early age of 17 when he started his first company, a vehicle detailing company. He went on to study at the University of Iowa with degrees in Business Communication and Entrepreneurial Management, while also studying health and nutrition. With his entrepreneurial spirit and his degrees in hand, he moved to Arizona to begin a dominating career in his real estate that continues to thrive. Starting his real estate career as an agent in residential retail sales at Keller Williams Realty, he closed $2.2MM in volume his first 12 months but quickly realized being an agent was not for him. Since then, Scott has become a successful real estate investor, completing over 300 transactions with over $40,000,000 in closed volume to date while also building a portfolio of rental properties and apartment syndications. He is also the host of the INVESTTHIS Podcast, an interview-based podcast providing maximum value for his listeners on how to capitalize on the best investments and business practices. Scott is an avid learner and self-educator always looking to up his game and now moving into more substantial investment opportunities in creative finance, multifamily, and commercial real estate. He focuses on building strong relationships with his investors, capital preservation with strong returns, creating passive income streams, and building wealth for his family. What you'll learn about in this episode: Why Scott chose a career in real estate due to society's forever need for real estate and for housing Why Scott focuses on single-family wholesaling and fix-and-flip using terms to form creative deals How the global pandemic has (and has not) affected Scott's business, and how his expectations were defied when the economy didn't collapse Why Scott views his deals as win-win scenarios for both his portfolio and for the buyers he helps to achieve home ownership Why the term "investor" too often has a negative connotation, and why Scott enjoys showing others that investors can serve and help others as well Why Scott believes there are more deals out there than you can possibly handle, and why having the right mindset will set you free Why finding a good coach is more than worth the cost and is practically a requirement to help you avoid mistakes and costly problems What daily activities and practices Scott follows to be his very best, including a morning ritual he has spent time perfecting Why pushing yourself harder is a valuable habit to develop, both in the gym and in other aspects of your life Why it is important to break out of your comfort zone, continue to learn and grow, and "get comfortable being uncomfortable" Resources: Website: www.hbsbholdings.com INVESTTHIS Podcast: www.investthispodcast.com LinkedIn: www.linkedin.com/in/scottboweraz/ Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Jul 24, 202035 min

Ep 185Episode 185: Asset Protection and Proper Business Structuring, with Clint Coons

As one of the founding partners of Anderson Law Group, Clint has grown his legal and tax firm to over 200 employees by assisting real estate investors with creating and implementing solid entity structuring plans. His success in these regards is in large part due to his personal investing experience. Taking what he learned growing up in a real estate family, Clint has acquired over 100 properties, from small single-family homes to commercial buildings. A prolific writer and educator, Clint has published hundreds of articles, videos, and workbooks on the subjects of real estate investing and asset protection, including his most recent book Asset Protection for Real Estate Investors. Using real-life examples and his personal experiences, Clint knows what really works in investing and what to avoid. A successful attorney, real estate investor, and speaker, Clint has used his innovative and dynamic strategies coupled with knowledge borne from experience to help thousands of people save millions of dollars and build real wealth. What you'll learn about in this episode: How Clint works in the trenches with active investing in real estate, and how the global pandemic has created new investment opportunities Why asset protection is vital for protecting yourself from risk, and why proper legal structuring of your business is necessary What creative solutions Clint can offer for investors looking to cut down on their tax liability, and why a tax professional is invaluable How the global pandemic has driven up the number of real estate deals on properties with existing debt, and why this is great for investors What key investing lessons Clint learned in the 2008 market crash that he is bringing forward into today's market realities Why a triangle approach of asset protection, tax preparation, and deal structures can help you do more deals and increase your profits Why you need to take the time to educate yourself and understand what you need, and why learning to get to the knowledge you need is powerful Clint shares a nightmare scenario from a client who failed to structure properly, and how it cost that client a number of opportunities Clint shares a different scenario of a client who did structure properly and covered his assets, and how it resulted in a huge win How a strategy session with Clint can help you better understand your options, tools and resources available to you Resources: Website and free consultation: https://andersonadvisors.com/ Asset Protection for Real Estate Investors by Clint Coons: https://amzn.to/38KN61P LinkedIn: www.linkedin.com/in/clintcoons/ Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Jul 22, 202029 min

Ep 184Episode 184: The Benefits of Terms, with Chad Heeter

With over 20 years of real estate experience, Chad Heeter is building a family-run real estate investing company based in beautiful Buena Vista, Colorado. Chad Heeter grew up in a Kansas City real estate family. At 7 years old, he was pulling weeds and picking up trash around the 30+ rental properties that his dad owned. Soon, he was promoted to mowing lawns and painting. Years later, Chad continued on his own, purchasing and rehabbing his own rental properties. After his wife, Elizabeth, passed away in 2017 after 16 years of marriage, Chad needed to focus on raising his children on his own. He decided to get back into real estate investing, something he could manage while the kids were in school. Not long after, Chad was introduced to Chris Prefontaine and National Property Team. He's proud to be connected to this incredible group of investors who are working to build win/win relationships by solving problems that many home sellers face, as well as helping home buyers achieve their dream of owning a home. What you'll learn about in this episode: How Chad initially became exposed to real estate by way of his father's rental properties How losing his wife to breast cancer and needing to provide for his kids encouraged Chad to get back into real estate investing Why developing the right mindset and mental training were critical steps Chad had to take to find success What big wins Chad has achieved since beginning his training with Chris Prefontaine, and what important lessons he has learned doing deals How Chad structures his deals, and why his deals create options and opportunities for buyers and sellers What impact the current economic turmoil has had on the real estate market, and what benefit tenant buyers bring to sellers who would otherwise be landlords Why a seller might choose to sell their real estate through Chad and his team rather than going through a realtor Why lease purchase deals are attractive to buyers, especially during uncertain economic times when banks aren't approving mortgages as easily Why Chad believes it is worthwhile to develop an authority footprint and become "THE authority" in your area Resources: Predictive ROI Be The Authority course: https://predictiveroi.com/be-the-authority Website: http://buffalopeakpropertysolutions.com Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Jul 17, 202036 min

Ep 183Episode 183: Getting Aligned and Developing Resiliency, with George Grombacher

George Grombacher is a former Division 1 scholarship athlete in tennis. He serves on the Foundation Board for Goodwill of Central and Northern Arizona, the Phoenix Police Department's Citizen Review Board and he is the President of the Phoenix Alumni Chapter of Sigma Chi. He is also the President of Financial Consulting Professionals and the Founder and Chief Community Officer of Money Alignment Academy. George has been named to Investopedia's list of the Top 100 Most Influential Financial Advisors. He is the host of the Money Savage podcast and the co-host of the Figure It Out podcast. What you'll learn about in this episode: Why the chaos of 2020 so far has proven the need for developing resiliency to better survive these challenges How George is offering a two-week course to help you detox your mind, body and finances, and how the course will help those aspects of your life Why we are all guilty of wasting a lot of time and falling down the rabbit holes of the internet Why George believes that great information plus a supportive community equals real and lasting change How George first got involved in financial services and found his passion for impacting others in positive ways Why having all the other aspects of your life in sync can also help you achieve financial success What simple time-saving strategies and key daily habits George uses to speed up his mornings and avoid wasting time How the global pandemic has impacted people's finances, and what advice George has to share for helping people recover from the impact Why participants in George's program don't need to be experts in exercise, nutrition or personal finance Resources: Website: www.smartrealestatecoach.com/strive Website: http://moneyalignmentacademy.com/ Website: https://georgegrombacher.com/ LinkedIn: www.linkedin.com/in/georgegrombacher/ Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Jul 15, 202024 min

Ep 182Episode 182: Building Relationships Opens Doors, with Omar Khan

Omar is responsible for capital raising, strategic planning, and investor relations. He has over 10 years of global investment experience. He has participated in capital financing and M&A transactions valued at $3.7 billion. He is a CFA Charterholder and graduated with honors from the University of Toronto with a B.Com in Finance. Omar moved from Canada and lives in Texas with his wife and newborn son. What you'll learn about in this episode: Why Omar moved from Canada to the United States a few years ago, and how he got involved in real estate in the US How Omar's private equity firm specializes in multifamily real estate, and how he became a CFA Why relationship building with brokers, investors, and lenders forms a key cornerstone of Omar's work Why going beyond a transactional relationship is the key to opening doors and creating new investment opportunities How the COVID-19 outbreak has affected Omar's business so far, and what future effects he anticipates as the financial slowdown continues How Omar is managing the challenge of working from home while fathering two small children Why Omar looks back over a longer period of time to recognize his big wins, even if he feels like he isn't currently making as much progress as he wants How Omar uses Google Docs to organize his thoughts and identify where he's making progress in his work Why Omar puts everything on his calendar and organizes everything in his life, and what books he has found valuable for furthering his own knowledge How Omar tries to model the behavior of successful people, and why he believes in focusing on your strengths while learning the strengths of others Resources: Website: www.boardwalkwealth.com Email: [email protected] Facebook: https://www.facebook.com/boardwalkwealth/ LinkedIn: www.linkedin.com/in/omark1/ YouTube: https://www.youtube.com/channel/UCmMBl2fF_VLNgZ16c10bZvA Omar Khan's Recommended Reading List: Six Easy Pieces by Richard P. Feynman: https://amzn.to/3dyTPN5 The Black Swan by Nassim Nicholas Taleb: https://amzn.to/2CHhJta Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Jul 10, 202028 min

Ep 181Episode 181: Faith, Perseverance and Starting Over, with Waikiki Paulino

Waikiki Paulino began his professional involvement in real estate within the construction field working with investors, union, and non-union construction managers in 1998. He graduated from New York City Technical College with a degree in Structural Engineering and Architectural Studies. He earned his bachelor's degree in Construction Management from Pratt Institute and furthered his education by attending real estate masters courses at New York University in addition to various independent real estate training courses. Mr. Paulino worked for several New York City based CM firms such as F.J. Sciame Construction Co., Sordoni Construction, and Tishman Construction / AECOM where he managed select high-profile projects as a Senior Manager in various markets. His extensive experience in multi-family and office high rise development, hotel and hospitality new construction, education, and museum new builds and restoration facilitates deal negotiations. Previous clients include Hines Development, Sterling Equities, Starwood Capital, Tribeca Associates, Ian Schrager Company, Assa Properties, Google, Jack Reznick & Sons, Toll Brothers City Living, MRA, New York Public Library, The New York Botanical Garden and the Jewish Theological Seminary. Many of his planned goals and milestones were realized while attending school and working – both – on a full-time basis. Mr. Paulino's analytical background in engineering combined with his tolerance for high stress, high profile management at a fast pace has proven to be a solid foundation for opportunity evaluation, investment control, and management. He developed an increasing desire to see families and individuals, restored to full personal and financial health at an early age, while maturing in the poverty-stricken streets of Brooklyn where he was raised. Mr. Paulino is committed to and motivated by helping to solidify an individual's purpose for wealth building, community enhancement, generational improvement, and legacy perpetuation. What you'll learn about in this episode: How Waikiki got involved in real estate by way of his father's construction business, and how he got into carpentry and then architecture How Waikiki and his team work primarily with private families and individual investors, and how they help maximize the value of their properties How the global pandemic has impacted Waikiki's work, what trends he identified prior to the outbreak, and what has changed since the pandemic Why people working in the construction and architecture space must be creative to solve new challenges brought about by the pandemic How the 2008 market crash caused Waikiki to move into real estate development, and what criteria he looks for inland deals today How Waikiki and his team are navigating the challenges of the pandemic and necessary social distancing measures Why people who have survived defeats and setbacks and then bounced back are the best ones to learn from, and how the 2008 crash impacted Waikiki's business Why reading the Bible and exploring his faith changed Waikiki's life and created new opportunities for himself and others, and how he helps families create legacies Waikiki shares details from some of his big wins in both commercial real estate and inland development Why Waikiki recommends you focus on the people around you, including your team as well as coaches or mentors Resources: Website: www.CREConstructionPartners.com Website: https://creconstructionpartners.com/free-consultation/ and use promotional code CREInvestor Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Jul 8, 202028 min

Ep 180Episode 180: Accountability and Discipline, with Chris Prefontaine

Chris is the best-selling author of Real Estate on Your Terms: Create Continuous Cash Flow Now, Without Using Your Cash or Credit. He's also the founder of SmartRealEstateCoach.com and the Smart Real Estate Coach Podcast. Chris has been in real estate for over 25 years. His experience includes the construction of over 100 single-family and duplex homes (mostly in the 1990's and selectively to date), has owned a Realty Executives Franchise (Massachusetts 1994-2000) as broker/owner which maintained high per-agent standards and eventually sold to Coldwell Banker in 2000. The 2000's included coaching ½ million and higher REALTORs® in order to scale & automate their business throughout the US and Canada. He also participated (and still does selectively) in doing condo conversions (multi-family homes to condos) and "raise the roof" projects (converting single-family ranches to colonials in growth neighborhoods). Chris has been a big advocate of constant education and participates regularly in high-end mastermind groups, as well as consults with private mentors. He runs his own buying and selling businesses with his family team, which buys 2-5 properties monthly, so they're in the trenches every single week. They also help clients do the same thing around the country. Chris and his family team have done over 80 million in real estate transactions. They mentor, coach, consult, and actually partner with students around the country (by application only) to do exactly what they do. What you'll learn about in this episode: Why you should revisit episode 42 of the Smart Real Estate Coach podcast and its discussion about the importance of discipline Why the terms niche is positioned to survive and even thrive in challenging economic times, and how Chris refined his methods after the 2008 economic crash How your mindset, more than any other factor, is what determines whether you will be successful within any niche in real estate Why Chris has formed an accountability partnership with Stephen Woessner, CEO of Predictive ROI, and has an accountability call every single Monday morning What other accountability partnerships Chris has formed, and how the team is also holding themselves accountable How Chris begins every day with a workout, meditation, and a few minutes of journaling, and how that discipline helps give him a mindset of gratitude and success How to get engaged with the Wicked Smart community, and how the community can help you get focused, accountable and informed What valuable tools, resources and content Chris and the Smart Real Estate Coach team are creating for students Why you should start engaging with the Wicked Smart community, and how it can help you create a powerful plan for the second half of 2020 and beyond Resources: Be The Authority course: https://predictiveroi.com/be-the-authority/ 31 Day Billionaire course: https://bit.ly/2CDS0Sg Website: www.getQLS.com Power of One Daily Discipline solocast from Chris: Episode 42: https://smartrealestatecoachpodcast.com/podcasts/chris-solocast-4/ Resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Jul 3, 202023 min

Ep 179Episode 179: Learning from a Master Coach, with Jairek Robbins

Jairek Robbins is a man dedicated to helping professionals like you Achieve Success by Living With Purpose in your life and business. At only 23 years old, Jairek was awarded the Congressional Award (Gold Medal) from the United States Congress. He has conducted training for a variety of companies & organizations including: Harvard University, The United States Marines, The United States Air Force Special Forces, BMW, REMAX, UBS, Major League Baseball teams and members of the U.S. Olympic team. He is a trusted advisor and board member to a variety of different companies. Today, the 34-year old with over a decade of performance coaching experience continues to unlock secrets for maximizing performance and organizational success (and he's just getting started). What you'll learn about in this episode: How Chris Prefontaine's own coach Jairek has been coaching since he was eighteen years old, starting with coaching in time management and health and fitness How Jairek's coaching has grown beyond working in his family's business to expanding out on his own How Jairek's book "Live It!" chronicles the important lessons he learned over a decade of his life, and what kind of phenomenal response he has received from his book Why mentoring and coaching are two different experiences, and why a good coach helps lead their coaching clients through a process of learning for themselves Why Jairek believes your mindset determines whether you will fail or succeed in anything you do, and what steps he recommends for mastering your mindset through willpower Why "I can, I will, I must" are the three pillars that will support your success, in real estate investing and in other areas of your life How learning to control your heart rate can help you make better decisions, and how in ten weeks you can learn to stay cool, calm and collected under pressure How Jairek and other coaches at Performance Coach University can help you become a better, more effective leader and coach Why Jairek starts every day with a three-minute ice-cold shower, meditate, and spends 15-30 minutes a day on "thinking time" What key coaches and mentors have had the most effect on Jairek's life, as well as coaches he partners within his business Resources: Website: www.smartrealestatecoach.com/pcu and use promo code: CHRISPRE250 Live It!: Achieve Success by Living with Purpose by Jairek Robbins: https://amzn.to/2Z0Syt9 Website: www.JairekRobbins.com Website: www.HighPerformancekw.com Website: www.PerformanceCoachUniversity.com LinkedIn: www.linkedin.com/in/jairekrobbins/ Facebook: www.facebook.com/JairekRobbinsCompanies/ Instagram: www.instagram.com/jairekrobbins Twitter: www.twitter.com/jairekrobbins Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Jul 1, 202035 min

Ep 178Episode 178: Private Money Power, with Jay Conner

Jay Conner has been buying and selling houses for fourteen years in a city with a population of only 40,000, with profits averaging $64,000. He has successfully rehabbed over 300 houses and been involved in over $52 million in total transactions. For the past seven years, Jay has completely automated his seven-figure income business to the point where he works in his business less than 10 hours per week. He has consulted one-on-one with over two thousand real estate investors and raised $2,150,000 in private money in less than 90 days. Jay is a National Speaker on the topics of Private Money, Automation, and Foreclosures. He is the bestselling author of "The New Masters of Real Estate: Getting Deals Done in the New Economy." He is a leading expert on private Lending, marketing, and business development, and served as past president of Business Networking International. He and his wife, Carol Joy, reside in Morehead City, North Carolina. What you'll learn about in this episode: Jay describes his business, focused primarily on single-family houses but which also includes commercial real estate How Jay has managed to succeed and make significant profits even in his smaller local real estate market, how Jay structures deals, and how his exit strategy works How Jay prepares for unexpected events such as market corrections and life events for rent-to-own buyers Why Jay, The Private Money Authority, defines private money as doing business with individuals, not banks or hard money lenders Why he first approaches potential sellers with terms deals and then switches to private money if the seller won't agree to terms What significant advantages Jay's methods offer over borrowing money from financial institutions or hard money lenders How to get access to a free online class called "Where to Get the Money Now" to learn how to locate and get money from private lenders What key early mistakes Jay made in his business, and what important lessons he learned from the error Jay shares the details of the biggest deal he's ever worked on, turning over a profit of around $200,000 on a single-family home Why Jay recommends you read "The 5AM Club: Own Your Morning, Elevate Your Life" by Robin Sharma Resources: Where to Get the Money Now Webinar: www.jayconner.com/moneywebinar Website: https://www.jayconner.com/ LinkedIn: www.linkedin.com/in/privatemoneyauthority Jay Conner's Recommended Reading List: The 5AM Club by Robin Sharma: https://amzn.to/2V1DLx8 University of Success by Og Mandino: https://amzn.to/3hJljmH Maximum Achievement by Brian Tracy: https://amzn.to/30XZKJ8 Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Jun 26, 202039 min

Ep 177Episode 177: Using Mindset to Break Out of Scarcity, with Agostino Pintus

Agostino Pintus is an engaging speaker who boldly gets the audience thinking bigger and different. His background as a C-level executive in Corporate America, managing millions in capital and leading international teams, allows him to make people start thinking about their business in new ways. Agostino is a multifamily investor, entrepreneur, and public speaker with more than 15 years of experience in real estate. He currently oversees strategic partnerships, capital development, and deal sourcing for Realty Dynamics Equity Partners, an investment firm specializing in multifamily acquisitions. He is also the subject of The Bulletproof Multifamily Mindset Show, a series highlighting topics every multifamily investor should know to build their success. Additionally, he is the host of The Bulletproof Cashflow Podcast, a show focused on interviewing the top experts in the real estate arena. Focused on results that drive business outcomes, Agostino inspires the audience members with simple strategies to make big shifts in their leadership, business or community. He motivates them to make success a priority, to move beyond the comfort zone known as the 'middle class,' to achieve true financial freedom, and to push to live to their full potential. Agostino's bold, straight-shooting viewpoints on leadership, entrepreneurship, the economy, small business, and the customer experience captivates audiences, enables him to connect with people and move organizations to higher levels. With an entertaining, informative, full-throttle style, he urges others to "Decide, Commit, Succeed" and to rise above our own limitations to drive business and personal success. What you'll learn about in this episode: How Agostino dreamed of becoming an entrepreneur his entire life, and how he clawed his way out of corporate America by going all-in with multifamily real estate How Agostino got started in real estate, and how it took "ten dark years" before he realized the importance of building his own value rather than looking for it from others What early mistakes Agostino made, and why he chose to pick two specific "virtual mentors" to help him learn How single-minded dedication to training himself and educating himself in real estate was the key to changing his mindset Why exposing yourself to the ideal vision of the future you want can help you keep your focus on your goals Agostino discusses a student's recent struggles with mindset, and he explains why not believing in yourself is the biggest roadblock to a successful mindset Why persistence and intentionality are the most important components in actually changing your mindset How Agostino has learned to eliminate his fears of scarcity and embrace a mindset of abundance Why Agostino wakes up early and works out every morning, and why he takes quiet time in the evenings to write in his diary and set his goals Resources: Website: https://bulletproofcashflow.com/landing-page/ Listeners can text "FREEDOM" to (202) 410-4202 to receive our FREE EBOOK: The Bulletproof Field a Guide to Finding a Broker Website: www.bulletproofcashflow.com LinkedIn: www.linkedin.com/in/agostinopintus/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Jun 24, 202033 min

Ep 176Episode 176: Managing the Smart Real Estate Coach Family Business, with Colleen Murphy

The Smart Real Estate Coach family team empowers individuals and families to create the life of their dreams. We encourage aspiring investors and entrepreneurs to take the first step towards creating REAL income with real estate. After many years of coaching and constantly doing deals himself independently, Chris Prefontaine founded Smart Real Estate Coach in 2014, bringing in his son Nick, daughter Kayla, and son-in-law Zachary as the company began to grow. The family team coaches investors on how to properly scale and automate their businesses throughout North America — all without using their own cash, credit, or taking out bank loans to buy property. Our team buys and sells homes in our own market every month. We then mentor, coach, and consult students and Associates all around North America to do the exact same thing. We stay current because we're in the trenches ourselves. In this Family Cast episode of the podcast, we're joined by Smart Real Estate Coach business manager Colleen Murphy for a behind-the-scenes look at what it's like to work with the family team. What you'll learn about in this episode: What life was like for Colleen growing up on Newport Island, RI, and how she first got into accounting work How Colleen first came to work at the Smart Real Estate Coach, and how working with the family team differs from her expectations How Colleen joining the Smart Real Estate Coach team helped fill a lot of gaps and helped correct problems Why having even a single part-time assistant can make a big impact on your business, starting from your very first deal What challenges Colleen has recognized and overcame as both the business and team have grown over time How Colleen, Chris, and the entire family team have grown together over time and have come to support each other in their roles What big wins Colleen has experienced in her role, and why streamlining the business is a big accomplishment How Colleen's hectic pace and big responsibilities with the Smart Real Estate Coach keep her busy, and how working remotely has impacted her day How working with the Smart Real Estate Coach team differs from Collen's previous jobs at other companies Why the relationships Colleen has formed with her coworkers is the one of the biggest reason she loves her job Resources: LinkedIn: www.linkedin.com/in/colleen-murphy-a5243714/ Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Jun 19, 202013 min

Ep 175Episode 175: Strategies for Investing in Self Storage, with Paul Moore

After graduating with an engineering degree and then an MBA from Ohio State, Paul entered the management development track at Ford Motor Company in Detroit. After five years, he departed to start a staffing company with a partner. They sold it to a publicly traded firm five years later for $2.9 million. Along the way, Paul was Finalist for Ernst & Young's Michigan Entrepreneur of the Year two years straight (1996 & 1997). Paul later entered the real estate sector, where he flipped over 50 homes and 25 high-end waterfront lots, appeared on HGTV's House Hunters, rehabbed and managed rental properties, built a number of new homes, developed a subdivision, and started two successful online real estate marketing firms. Three successful developments, including assisting with the development of a Hyatt hotel and a very successful multifamily project, led him into the commercial multifamily arena. Paul is the author of The Perfect Investment – Create Enduring Wealth from the Historic Shift to Multifamily Housing (2016). What you'll learn about in this episode: How Paul initially got involved in self-storage investing and recognized the need for a book to help other investors get started Why self-storage is a great, recession-resistant niche, and why it has been a booming market for a long time Why self-storage tenants are usually much more "sticky" and less likely to move than residential tenants How there are as many self-storage facilities in the United States as there are Subway, Starbucks and McDonalds locations combined What advice Paul has for investors looking to break into the self-storage niche, with multiple different paths of entry What particular strategies Paul suggests within the niche, and what criteria make an existing self-storage facility attractive as an investment opportunity How to begin investing passively within the niche, and what criteria established operators will look for you to meet Why potential market oversupply and new competitors popping up is the biggest risk in the self-storage space How to learn more about Paul's upcoming book on self-storage, and what exciting plans Wellings Capital has for the future Resources: Website: wellingscapital.com LinkedIn: https://www.linkedin.com/company/wellings-capital-llc/ Radius+ Self Storage tool: https://www.radiusplus.com/ Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/

Jun 17, 202013 min