Episodes
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Scott Morse is a true disruptor and outsider to the Real Estate industry. Leveraging his sales acumen garnered from over 20 years in high ticket sales combined with a ruthless entrepreneurial appetite, Scott Morse has a story unlike any other.
After leveraging his sales experience to become the COO of a multi-million-dollar vacation membership sales company Mr. Morse left this comfortable high-paying position of 10 years to pursue his own entrepreneurial journey. Scott applied this knowledge and scaled his new small marketing company into a 30MM+ annual revenue company within 5 years, earning the attention of Wall Street, lobbyist groups and politicians. After facing regulatory headwind, Mr. Morse chose to sunset this company and this led him to stumble into the REI space.
Immediately upon investigating the REI space Mr. Morse identified various weak entry points, a fractured market place, and a substantial epidemic of under-qualified leads ruining the sales cycles of most REI companies. Thus, was birthed Lamassu Media, the industryâs first Enterprise Level Call Center, located in beautiful Colombia South America.
Starting a new company in a new country led to many great experiences including now employing over 200 people, dialing more than 2MM numbers a week, producing thousands of the best leads the industry has ever seen and simultaneously building his own REI portfolio and data company. Mr. Morse is a proud partner in multiple self storage facilities, and holds a sizable residential portfolio.
In this episode, we talked to Scott about high-ticket sales and his sales principles and his approach, his organization and how heâs scaling his business, his vision of the market today and what he anticipates from 2025, Novations, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Real Estate Sales;
02:32 Scott's background;
04:57 An insight into high-ticket sales;
07:33 His sales principles and approach;
14:53 An insight into his organization and scaling;
16:01 Scott's vision of the market;
19:45 His anticipation from 2025;
21:46 An insight into Novations;
26:44 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: The issues he run into while trying to sell his previous company.
Digital Resource: HighLevel.
Most Recommended Book: The Millionaire Course.
Daily Habit: Checking and rewriting his yearly goals.
#1 Insight for generating leads: Money loves speed, so faster response and completion time for your clients is key.
Best place to grab a bite in Colombia: Canasto style restaurants.
Contact Scott:
Website | Instagram
Thank you for joining us for another great episode! If youâre enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Ben Spiegel is the co-founder of Redwood Capital, a leading real estate investment management firm specializing in sourcing and managing undervalued commercial real estate investments. Leveraging his expertise in real estate, finance, and law, Ben focuses on building, operating, and selling luxury RV properties that deliver exceptional returns for investors.
With a proven track record of driving occupancy, optimizing operations, and maximizing property value, Ben shares innovative strategies for monetizing pad sites, storage, and other offerings tailored to the modern generation of mobile owners. His approach combines strategic planning with hands-on management to create high-performing, institutional-quality assets in the luxury RV sector.
In this episode, we talk to Ben about luxury RV parks and investments, discovering niche assets, the rising trend of RVs and whether it's a passing fad or here to stay, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
RV Parks;
02:24 Ben's background;
17:25 Finding the niche asset;
22:53 An insight into the luxury RV market;
26:32 RV Trend: A fad or a permanent choice;
29:37 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Losing his first deal.
Digital Resource: LinkedIn.
Most Recommended Book: Investment Banking.
Daily Habit: Going to gym every day.
#1 Insight for investing in RV parks: The best target is mom-and-pop operators. Being persistent and likeable is the key to success in this field.
Best place to grab a bite in Manhattan, NY: Raoâs.
Contact Ben:
Website
Thank you for joining us for another great episode! If youâre enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Missing episodes?
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Shane Sams is a speaker, author, coach, and entrepreneur known for helping people build and grow online businesses through courses, coaching, and community memberships. As the co-founder of Flipped Lifestyle, Shane empowers individuals to earn income online, take control of their time, and achieve personal freedom. He is the host of The Flipped Lifestyle Podcast, where he shares success stories and practical strategies with his audience. Shane also hosts The Shane Sams Show, featuring expert interviews and insights on business, personal growth, and storytelling. Shaneâs mission is to help people tell their stories, leverage their gifts, and create lasting impact while living life on their own terms.
In this episode, we talked to Shane about his entrepreneurship community, what it takes to tell a good story, his new book Earn More, Live More, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Effective Storytelling;
02:26 Shane's background;
13:56 An insight into the entrepreneurship community;
19:56 What it takes to tell a good story;
32:33 About Shane's new book: Earn More, Live More;
33:54 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: A mistake at a live event.
Digital Resource: Kajabi.com.
Most Recommended Book: Profit First.
Daily Habit: Tending to his kids first thing in the morning, and then going to gym every day.
#1 Insight for being an effective storyteller: Being authentic and truthful is the key.
Best place to grab a bite in Corbin, KY: The Wrigley.
Contact Shane:
Website
Thank you for joining us for another great episode! If youâre enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Matt Buchalski is a serial business builder, sales leader, and multifamily investor with nearly two decades of experience. He has built and scaled multiple sales organizations from the ground up, with deep expertise in financial services and software verticals. Matt is currently Head of Sales for Ownwell and is known for his high-energy, servant leadership approach focused on customer satisfaction, team development, and achieving strategic goals. His leadership philosophy is rooted in empowerment, mentoring, trust-building, and fostering a positive culture.
Matt began investing in real estate in 2016, owning a portfolio of multifamily and storage assets across Texas. He is the co-founder of Takeflyte Properties, Takeflyte Capital, and Deep Blue Capital, and has extensive experience underwriting deals and optimizing underperforming assets. A member of the Jake & Gino Multifamily investor community, he leverages his network of peers, investors, and service providers to drive growth.
In this episode, we talked to Matt about how to get better as a real estate investor and also in a sales role, his company Ownwell, his own investment portfolio, his short-term projections on the real estate market, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Real Estate Sales;
02:20 Mattâs background;
08:27 An insight on how to get better as a real estate investor;
12:20 Tips on how to get better in a sales role;
15:09 His company, Ownwell;
19:47 An insight into his investments
26:05 His short-term projections on the real estate market;
29:26 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Dropping out of college.
Digital Resource: LinkedIn.
Most Recommended Book: Eleven Rings & Winners Dream.
Daily Habit: Working out.
#1 Insight for succeeding in sales: Be resilient and donât give up. Be open to learning, being coached, and working hard are the keys to success in sales.
Best place to grab a bite in North Dallas, TX: Urban Seafood Company.
Contact Matt:
Website | LinkedIn
Email: [email protected]
Thank you for joining us for another great episode! If youâre enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Greg Mohr is a former corporate executive turned consultant who achieved financial freedom through franchising. With over 15 years of experience in the restaurant industry, including working alongside a Master Franchisor, Greg specializes in helping ambitious entrepreneurs find the perfect franchise fit or transform their current business into a franchise. His focused, streamlined process eliminates confusion, offering tailored guidance based on extensive research and analysis of hundreds of franchise opportunities.
As the author of the *Wall Street Journal* bestselling book *Real Freedom* and host of the *Franchise Maven Podcast*, Greg is a recognized thought leader in franchising. Twice named Franchise Consultant of the Year and a four-time Top 10 Franchise Consultant, he is dedicated to empowering others to achieve entrepreneurial success.
In this episode, we talked to Greg about the pros and cons of running your own business versus a franchise, franchise consultants and how they are useful for succeeding, five common questions asked by incoming investors, certain franchise industries that would be a perfect match for real estate investors, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Franchising Industry;
02:12 Greg's background;
08:01 Running your own business vs. a franchise;
13:31 An insight into franchise consultants;
17:27 Five common questions asked by newcomers;
20:45 Franchise industries that match real estate investors;
24:52 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Being laid off before he started his franchise business.
Digital Resource: PodcastAI.
Most Recommended Book: Retirement Money Secrets.
Daily Habit: Organizing the time to do work, and the time to take a walk and relax.
#1 Insight for succeeding as a franchise owner: Networking with other franchise owners, mentoring, and being mentored.
Contact Greg:
Website | Podcast
Thank you for joining us for another great episode! If youâre enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Shane Thomas is a Canadian-born real estate entrepreneur and Co-Founder of Catalyst Equity Partners, a Texas-based privately held real estate investment firm founded in 2016. Catalyst focuses on the acquisition and management of large value-add multifamily properties in high-growth markets. Catalyst currently has ~1,900+ units and assets under management valued at $300M+.
Shane is also a Co-Founder of CEP Construction Services, a multifamily construction and rehab company. Shane leads the acquisitions, financing, asset management, and investor relations efforts at Catalyst. Shane leverages his expertise in large-scale project management, analytics, and process improvement to ensure Catalystâs processes are best-in-class.
Prior to starting Catalyst, Shane had 10+ years of experience working at PwC, a Big-4 Consulting Firm, where he led large teams in strategically advising large Fortune 500 companies on ways to improve operations, increase revenues, and reduce costs by implementing streamlined processes and technology.
In this episode, we talked to Shane about, the lessons he learned from his initial investments, his transition from a limited partner to a general partnership, what it takes to be a good syndicator or operator, adapting the right business plan for every deal uniquely, key things to look at while preparing that business plan, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Downside Protection in Multifamily Syndication;
02:27 Shane's background;
14:21 Lessons he learned from initial investments;
17:41 When he transitioned from limited to general partnership;
19:47 What it takes to be a good syndicator or operator;
24:22 Adapting the right business plan for every deal;
30:24 The key things to look at while preparing the business plan;
34:08 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Not capitalizing the deals as well as they needed to be in his early deals.
Digital Resource: Slack, Asana, and similar communication tools.
Most Recommended Book: Who Not How.
Daily Habit: Writing the top 3 things to accomplish every day, first thing.
#1 Insight for scaling a multifamily investing firm: Finding the right people to delegate certain tasks is key to success.
Best place to grab a bite in Houston, TX: Uchi.
Contact Shane:
Website
Thank you for joining us for another great episode! If youâre enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Karl Krauskopf is a seasoned real estate investor based in Seattle, Washington, known for his expertise in acquiring and renovating undervalued properties in high-growth markets. Beginning his career flipping houses, Karl transitioned to repositioning multifamily properties in late 2021, leveraging private capital to scale his portfolio. His focus on providing high-quality housing for both high-income earners and family-oriented tenants has resulted in exceptional performance, with less than 0.5% of past-due rent across his portfolio.
With an MBA from Palm Beach Atlantic University, Karl brings a strategic mindset shaped by his decade-long leadership in business development for a $100M healthcare services company. An endurance athlete, he has completed ultramarathons and climbed iconic peaks like Mt. Rainier.
In this episode, we talked to Karl about his portfolio and the art of managing it, how to adapt to changes in the real estate market, advice for newcomers in multifamily real estate syndication, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Multifamily Investment;
02:38 Karl's background;
12:10 An insight into how he manages his portfolio;
14:02 His adaptation to changes in the market;
23:06 Advice for newcomers;
26:19 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Lack of due diligence in one of his early deals..
Digital Resource: City-data.com and any kind of AI language model.
Most Recommended Book: Bold.
Daily Habit: Running and exercising.
#1 Insight for scaling a multifamily business: Leveraging other peopleâs time.
Best place to grab a bite in Seattle, WA: Bai Tong Thai.
Contact Karl:
Website | LinkedIn
Thank you for joining us for another great episode! If youâre enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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John Wei is the founder and CEO of Astutequity Holdings, LLC., a real estate investment firm headquartered in California. As CEO, he is responsible for developing and executing the company's long-term objectives, growth strategies, and initiatives as well as managing day-to-day operations.
As of 2024, Astutequity Holdings has acquired over $80 Million of assets and a little over 600 units. The firm focuses on capital preservation while striving to return strong, risk-adjusted cash on cash to investors. Astutequity capitalizes its projects with high-net-worth investors. Within the real estate industry, Astutequity specializes in value-added real estate and exhibits expertise in extracting maximum value from every asset it acquires. Rather than attempting to play cycle timing, the firm strives to acquire excellent apartment communities within well-located submarkets in Dallas Fort Worth.
In this episode, we talked to John about out-of-state property management, the importance of patience and consistency, his current real estate portfolio, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Property Management;
02:19 John's background;
12:26 An insight into patience and consistency;
15:15 John's current portfolio;
15:56 An insight into out-of-state property management;
18:50 Tips on managing a real estate business;
24:15 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: His investment on a 14-unit property.
Digital Resource: Podcasts.
Most Recommended Book: Best Ever Apartment Syndication Book.
Daily Habit: Working out.
#1 Insight for managing properties out of state: Having a trustworthy partner in the area is key.
Best place to grab a bite in Orlando, FL: Prato.
Contact John:
Website
Thank you for joining us for another great episode! If youâre enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Shauna the Tax Goddess, CPA, MTax, CTC, CTS, is a two-time published author who founded Tax Goddess Business Services in 2004, a 100% digital firm with an expert team of more than 65 people around the globe that has saved their clients over $1 Billion in taxes! Shauna is a sought-after speaker who advises business owners, investors, and entrepreneurs to create plans of action to increase their bottom line, reduce costs, significantly reduce taxes, increase cash flow, and perform what-if scenario options so that owners know what decisions to make and which paths are best suited to their particular situation.
Before starting her own company, Shauna had garnered experience and sharpened her skills working with leading corporations such as KPMG and American Express. She is a Certified Public Accountant (AZ) with a masterâs degree in Taxation and is ranked in the top 1% of Tax Strategists in the entire country (per AICTC).
Her resourcefulness and mastery in her field have led her to be featured by numerous top broadcast media platforms such as Forbes, CNN Money, Daily Herald, Big News Network, Entrepreneur, CBS, FOX, ABC, Sonoran Living, The List, The Connect Show, The Arizona Republic and many more!
In this episode, we talked to Shauna about finding the right tax professional for your situation, tax preparer versus a tax strategist, available options to save on taxes, her book âThe 6% Lifeâ, how CPAs and tax strategists collaborate, tax strategies for real estate investors, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Tax Strategies;
02:18 Shauna's background;
05:44 Seeking the right tax professional;
11:57 Tax preparer vs. tax strategist;
14:24 Options to save on taxes;
18:35 About her book, "The 6% Life";
22:59 How tax strategists and CPAs collaborate;
27:05 Tax strategies for real estate investors;
32:03 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Running out of money frequently earlier.
Digital Resource: Cash Goblin.
Most Recommended Book: The 4-Hour Workweek.
Daily Habit: Getting up early and spending time with her pets.
#1 Insight for saving on your taxes: If you have kids, itâs all about them.
Contact Shauna:
Website
Thank you for joining us for another great episode! If youâre enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Chris Grenzig, founder of JAG Capital Partners, brings a wealth of multifamily real estate expertise to the Jacksonville and Orlando areas. From 2016 to 2020, Chris worked with Toro Real Estate Partners, helping acquire over 4,000 units across 23 properties. During his last three years there, he expanded the companyâs Florida portfolio from 0 to 1,000 units across seven properties in Jacksonville.
In 2020, Chris launched JAG Capital Partners as a vertically integrated real estate company focused on value-add multifamily properties in Jacksonville. Since then, he has acquired and managed over 150 units, currently holding 51. In January 2024, Chris opened JAG Property Management to serve other residential property owners, providing management for single-family homes, condos, townhomes, and multifamily units from 1 to 80 units.
In this episode, we talked to Chris about managing properties and real estate portfolios, common challenges he faces and how he resolves them, tips for investors making new acquisitions, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Property Management;
02:30 Chris' background;
11:57 Common challenges he sees with real estate portfolios;
24:14 Tips for investors making new acquisitions;
28:17 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: A triplex he invested in turned out to be way more costly than he expected, but he learned many lessons along the way.
Digital Resource: Podcasts.
Most Recommended Book: The ONE Thing & Essentialism.
Daily Habit: Using a to-do list application to prioritize emails.
#1 Insight for managing properties: Doing the work in a timely passion.
Best place to grab a bite in Orlando, FL: Prato.
Contact Chris:
Property Management Website
Capital Investing Website
Thank you for joining us for another great episode! If youâre enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Joseph Kimbrough, founder of Apex Real Estate Investments, brings his lifelong pursuit of excellence from the basketball court and U.S. Marine Corps to the world of multifamily real estate. Joseph focuses on Texas and the Southeast, connecting high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals to lucrative multifamily investments that drive generational wealth.
Joseph, a Dallas native, had a passion for business, which led him to real estate in 2019, starting as a professional deal finder. His commitment to equity and growth soon propelled him into multifamily investments. At Apex, Josephâs mission is clear: deliver exceptional returns by collaborating with top operators and sponsor groups, ensuring long-term financial success for his investors.
In this episode, we talked to Joseph about real estate funds, wholesaling and launching them, about his own fund, common questions from potential investors, strategies to bring in more of them, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Real Estate Funds;
02:18 Joseph's background;
04:20 Wholesaling and launching a fund;
10:07 An insight into his fund;
15:31 Questions he receives by potential investors;
19:37 Strategies to bring in investors;
26:13 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Investing in a property that did not pay distributions for a long time.
Digital Resource: Alux.
Most Recommended Book: How to Be Rich.
Daily Habit: Reading something that provides him more wisdom.
#1 Insight for investing in a fund: Know the operator, and understand where your money will be at.
Best place to grab a bite in Dallas, TX: Frisco Gun Club & The Queen of Sheeba.
Contact Joseph:
LinkedIn
Thank you for joining us for another great episode! If youâre enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Jeremy Dyer is the founder of Starting Point Capital, where he helps high-performing sales professionals, small business owners, and franchise owners generate passive income, diversify their investment portfolios, and reduce tax liabilities through real estate investments. An active real estate investor since 2012 and a passive investor since 2015, Jeremy has raised tens of millions of dollars for multifamily real estate syndications and personally invests his own capital and time into each deal he sources, ensuring alignment with his clientsâ interests.
Motivated by his own need for passive income and tax reduction early in his career, Jeremy discovered that multifamily real estate offers significant ROI and tax advantages compared to traditional 401k plans. His passion for educating others on these benefits led him to establish Starting Point Capital as a way to guide clients in achieving financial growth through real estate syndications.
In this episode, we talked to Jeremy about jumping through obstacles as first-time investors, best-in-class sponsors, his insights and lessons learned on syndication deals, passive investing, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Passive Investing;
02:36 Jeremy's background;
07:54 Tips for jumping through obstacles for first-time investors;
16:53 An insight into best-in-class sponsors;
26:15 Lessons he learned via syndication deals;
29:29 An insight into capital calls;
34:55 Round of Insights;
38:56 Advice for passive investors
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Losing his college tuition while investing in stocks during the dot-com bubble.
Digital Resource: LinkedIn.
Most Recommended Book: The Hands-Off Investor and his upcoming book, The Fundamental Investor.
Daily Habit: Running.
#1 Insight for investing as a limited partner: Educating yourself and doing your due diligence is key to take the right action.
Best place to grab a bite in Minneapolis, MN: The Butcherâs Tale.
Contact Jeremy:
Website
Thank you for joining us for another great episode! If youâre enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Lisa Benson is the founder of DeBella DeBall Designs, a digital marketing agency dedicated to helping veteran entrepreneurs and small business owners grow and scale their ventures. Her journey began in the Army, where she developed leadership skills and resilience that now shape her approach to business. Leveraging her background in communication, management, and public administration, Lisa transitioned into entrepreneurship, specializing in strategic marketing.
With a bachelorâs in Management and a Masterâs in Public Administration, Lisa has deep expertise in marketing automation, social media strategy, and business development. At DeBella DeBall Designs, she crafts personalized marketing solutions that drive sustainable growth and streamline operations. Lisa is passionate about supporting veterans, especially those facing challenges like PTSD, and empowering entrepreneurs to thrive using data-driven strategies.
In this episode, we talked to Lisa about scaling a business and the challenges that come with it, connecting to your audience as an entrepreneur, leadership and empathy, veterans and the mission of her company, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Marketing and Scaling Businesses;
02:18 Lisa's background;
10:37 The importance of benefits over features;
12:37 Challenges in scaling a business;
16:34 Tips for entrepreneurs on connecting with their audience;
24:04 An insight for leaders and to lead with empathy;
25:44 Her focus on the veterans;
30:22 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Having issues with paying for her education, eventually allowing her to be where she is today.
Digital Resource: Her planner, which she calls âThe Best Planner Everâ.
Most Recommended Book: 10x Is Easier Than 2x.
Daily Habit: Listening to meditation, and having a power hour where she works on her business.
#1 Insight for leveraging marketing to scale your business: Consistency is key.
Best place to grab a bite in Fort Hood, TX: Kempner Brick Oven.
Contact Lisa:
Website
Lisa's "Managing Mastery" Framework:
Link
Thank you for joining us for another great episode! If youâre enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Tommy Harr, born and raised in Columbus, Ohio, leveraged his background in home inspection and blue-collar skills to build a successful career in real estate investing. After playing college athletics and graduating, Tommy initially followed in his fatherâs footsteps as a home inspector but soon discovered the potential of real estate investing. By applying his hands-on expertise to property wholesaling, flipping, and rentals, he reached millionaire status by 27, enabling him to retire his mother and, eventually, his wife.
Today, Tommy continues to expand his rental portfolio while teaching others nationwide how to achieve financial freedom through real estate. He shares insights and strategies through his Instagram and social media, helping others make the most of their skillsets in real estate.
In this episode, we talked to Tommy about his first ever deal, what to look for in a contractor, an insight into building the right team, the importance of systems and processes, diversifying investments, social media and how to leverage it,, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Scaling Real Estate Businesses;
02:03 Tommy's background;
06:05 His first ever deal;
10:16 What to look for in a contractor;
12:35 An insight into building the right team;
17:12 The importance of systems and processes;
19:05 His approach in diversifying investments;
21:11 Leveraging social media the right way;
30:03 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: His physical injury and the opportunities for learning it brought to him.
Digital Resource: A deal analyzer he created.
Most Recommended Book: Who Not How.
Daily Habit: Going to gym every day.
#1 Insight for scaling a business: Invest in your people.
Best place to grab a bite in Columbus, OH: Roosters.
Contact Tommy:
Instagram
Thank you for joining us for another great episode! If youâre enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Andrew Bowen serves as Senior Vice President of Strategic Partnerships at LeaseLock. With over 30 years of industry experience, Bowen supports the companyâs strategic partnerships and provides industry-leading thought leadership. Prior to joining LeaseLock, Bowen spent 13 years at a leading real estate ERP provider. During his tenure there, he hosted a thought-provoking podcast series, featuring innovative investors and operators. For over a decade, his focus has been on the tools that help investors and operators of multifamily real estate drive yield through better leveraging data and analytics.
Bowen is passionate about empowering groups that invest in multifamily real estate to leverage data to drive superior returns for investors. Considered one of the experts on revenue management in multifamily, he is a regularly featured speaker on both the webcast and conference circuit. Bowen started his career in rental housing while in college, which led to operating roles in growing hospitality and multifamily companies. He holds a Bachelor of Science in Aquatic Biology from the University of California at Santa Barbara. Outside of his passion for rental housing, Bowen enjoys spending time at the gym and at the lake with his wife of 25 years and his two sons.
In this episode, we talked to Andrew about his company LeaseLock, asset optimization, the challenges property owners face, modern fraud methods and how to avoid them, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Vetting Residents;
02:15 Andrew's background;
08:57 An insight into asset optimization;
12:24 The challenges property owners are facing;
22:12 More about Andrew's company;
31:21 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Following his superior-by-titleâs instructions and not speaking up his mind about his vision regarding the business he was in, in the early days, causing a failure within the company.
Digital Resource: Any identity and income verification apps.
Most Recommended Book: The Daily Stoic.
Daily Habit: Journaling daily.
#1 Insight for vetting residents: Trust but verify.
Best place to grab a bite in Dallas, TX: Loro.
Contact Andrew:
Website
Thank you for joining us for another great episode! If youâre enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Keshav is the principal and founder of Clive Capital, a private equity firm based out of New York City. Clive Capital helps everyday investors, primarily tech employees, passively invest outside of the stock market into alternative assets including real estate, energy, small businesses, and more. So far, we have helped investors passively invest into over 1,000 apartments and 500 single family homes across 4 different markets in the U.S. Keshav is also a partner at Legacy Acquisitions, a real estate development firm focused on ground up construction of Build-to-Rent communities.
In addition to his experience as an investor, Keshav is also the host of the Investing for Generational Wealth Podcast which helps investors understand the many opportunities available through alternative investments. Previous to founding Clive Capital, Keshav was a software engineer working at top tech companies, including Amazon and Facebook.
In this episode, we talked to Keshav about the importance of the due diligence process, why one should invest in real estate besides other options, an insight into his fund for investors, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Passive Investment;
02:36 Keshavâs background;
09:56 The importance of the due diligence process;
20:16 Why one should invest in real estate;
27:05 An insight into Keshav's fund for investors;
31:49 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: His very first investment.
Digital Resource: His YouTube channel.
Most Recommended Book: The Hands-Off Investor.
Daily Habit: Planning the next day beforehand.
#1 Insight for being a successful passive investor: Take your due diligence seriously and learn who youâre investing with, what youâre investing into, and properly understand it.
Contact Keshav:
Website
Thank you for joining us for another great episode! If youâre enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Brandon Cobb is the owner of HBG Capital, a real estate firm specializing in providing investors with superior risk-adjusted returns and principal protection backed by real assets in Nashville's residential single-family sector. Through HBG Capitalâs construction arm, Brandon oversees new developments, land rehabilitation, and residential property projects. Additionally, HBG Holdings, the acquisition branch, works with local communities to rezone and redevelop land, aligning with community visions.
Before transitioning into real estate, Brandon was a medical device sales representative. Today, he manages over $22 million annually in first-time homebuyer housing and build-to-rent communities. Featured in publications like REI Wealth, Realty 411, and Forbes, Brandon is passionate about using business as a tool to create memorable experiences with loved ones.
In this episode, we talked to Brandon about, challenges in building new communities, what the passive investors should look out for, the right questions to ask before investing, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Community Developments;
02:19 Brandon's background;
21:10 Challenges in building new communities;
26:29 What the passive investors should look out for;
31:35 The right questions to ask;
35:25 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Trying to work on every job available within his work, and not creating a team.
Most Recommended Book: 10x Is Easier Than 2x.
Daily Habit: Working out, eating healthy and cold plunging.
#1 Insight for investing in new developments: Meet with people, get on calls, trust your gut but also spend time with the people youâre going to trust your money with.
Best place to grab a bite in Nashville, TN: Sunda for asian cuisine, Eddie Vâs for seafood and Oak Steakhouse for steak.
Contact Brandon:
Website
Thank you for joining us for another great episode! If youâre enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Arn Cenedella, founder of Spark Investment Group, is a real estate expert with more than four decades of experience, including 35 years as a Realtor navigating the unique real estate landscape in Silicon Valley, CA.
Through these experiences, he developed a passion for helping others achieve their own financial freedom through investing in multifamily real estate syndications.
Arn currently manages and operates a multifamily portfolio as general partner and sponsor of over 1,100 units with a total value in excess of $138M. In addition, Arn is a limited partner in over 500 units located in the Southeast and Mountain West.
Through Spark Investment Group, Arn is putting his decades of real estate expertise to work for his clients, helping them reach their goals and attain the lives theyâve always wanted to live.
In this episode, we talked to Arn about the real estate market in 2024, retirement and his approach to âre-defining retirementâ, his current real estate portfolio, his team and the key to its success, as well as what the future holds for them, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Long-Term Investments;
02:33 Arn's background;
03:43 An insight into the real estate market;
10:15 Re-defining retirement;
12:48 Arn's current real estate portfolio;
19:21 The key to success for his team;
26:28 What the future holds for him and his team;
28:06 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: The 2008 crisis affected his investments.
Digital Resource: His mobile phone.
Most Recommended Book: Best Ever Apartment Syndication Book.
Daily Habit: Working out daily.
#1 Insight for investing long-term: Live below your means, invest the difference, and therefore, be one step closer to financial freedom.
Best place to grab a bite in Greenville, SC: Urban Wren.
Contact Arn:
Website
Thank you for joining us for another great episode! If youâre enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Nicholas Johnson is the CEO of Orange Charger, a company focused on providing EV charging and energy management solutions for multifamily homes. He is dedicated to empowering people to live carbon-neutral lives without sacrificing their lifestyle.
Before founding Orange Charger, Nicholas developed AI software to optimize traffic signals and reduce congestion. He began his career at Tesla as an electrical design engineer, where he played a key role in bringing the thermal designs for the Model 3 to market. Nicholas's passion for sustainable living and cutting-edge technology drives his mission to create solutions that make eco-friendly living accessible and seamless.
In this episode, we talked to Nicholas about EV charging stations and their value proposition, the current landscape in the US with electric vehicles, the approach his company takes on building new charging stations, its cost and profitability, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
EV Charging Stations;
02:17 Nicholas' background;
06:29 The current landscape with electric vehicles;
11:42 Approach he's taking on building new charging stations;
19:46 The cost and profitability;
25:08 The value proposition for EV chargers;
28:10 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Not enough due diligence and not picking the right people to work with in the early days.
Digital Resource: Notion and Udemy.
Most Recommended Book: The Grid.
Daily Habit: Mindfulness practices and planning his schedule every morning.
#1 Insight for investing in EV stations: Itâs an opportunity to add more value to an owned property.
Best place to grab a bite in Western California: Sanchos.
Contact Nicholas:
Website
Thank you for joining us for another great episode! If youâre enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Jeff Welgan has over 20 years of experience in the mortgage industry and real estate investing. Specializing in residential 1-4 unit conventional and non-conventional lending, Jeff is an expert in short, mid, and long-term rental strategies. His deep knowledge of financing has helped numerous clients, including notable real estate investors from BiggerPockets.
As the loan officer and team leader behind Tony J. Robinson's real estate success, Jeff has been instrumental in scaling businesses and is the preferred lender for Amanda Han. Jeffâs experience and insights make him a trusted resource in the world of real estate finance.
In this episode, we talked to Jeff about the essentials to know about investing, down payment assistance programs, strategies for non-occupant investors and common mistakes people make, vetting potential partners and success for investors, understanding the importance of terms in any deal, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Cold Emailing;
02:20 Jeff's background;
03:53 Key principles every investor should know;
07:56 An insight into down payment assistance programs;
17:51 Strategies for non-occupant investors;
22:07 Common mistakes people make;
25:33 How to effectively vet potential partners;
29:11 Recipe for success for investors;
31:43 Round of Insights;
37:32 The importance of understanding the loan terms
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Not doing the right job he would be successful at, at first.
Digital Resource: Mortgage News Daily.
Most Recommended Book: Your Next Five Moves & The Obstacle Is the Way.
Daily Habit: Exercising and working ahead early in the morning.
#1 Insight for getting the best loan for investment: Having a conversation to know where things stand is key.
Most recommended tool for cold emailing: Larsen & The Cliff Restaurant.
Contact Jeff:
Website
Thank you for joining us for another great episode! If youâre enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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