American Dream Builder & Investor

It's more important than ever to make informed investment decisions.

That's why we are excited to invite you to a special webinar and live episode for the American Dream Builder & Investor podcast which is focused on capital preservation and conservative investment strategies.

I will co-host with my partner Grace Wang, and we'll have Jeremy Roll to discuss with us his knowledge and experience in navigating the investment landscape. As a seasoned investor, Jeremy has successfully identified exceptional sponsors, asset classes, and more, using a meticulous due diligence process.

Main topics

• Jeremy’s investment strategies

• Real estate market cycle

• Adapting with the trends

About Jeremy Roll:

He started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets.

As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash flowing investments in real estate and businesses. Jeremy is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 with the goal of facilitating networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US.

Contacting Jeremy Roll:

Running businesses while also being a real estate investor? Not a problem!

Omar Kasim is a successful entrepreneur and real estate investor. After successfully establishing restaurants, he’s seen real estate investment as one of the most effective way towards freedom and found a partner with the same values that made him successfully invested in real estate and he is not stopping!

Find out how he did it!

Main topics

• Omar’s beginnings

• His entrepreneurial and real estate investor journey

• His learnings and experience along the way

  
  

About Omar Kasim:

Omar Kasim, a serial entrepreneur in northwest Arkansas who has founded several companies including Con Quesos and Plomo Quesadillas. He is also a real estate investor and was recently inducted into the 2021 Fast 15 list by the Arkansas Business Journal.

In addition to running his own businesses, Omar regularly speaks to schools and corporate teams on motivation and entrepreneurship. He is a lecturer at the University of Arkansas Sam M. Walton College of Business.

Contacting Omar Kasim:

Heard about how to use retirement funds to invest in real estate but don't know how? Don't know how to correctly structure it?

You're not alone! Bernard told us how to invest our retirement funds properly and achieve your financial goals that will help you avoid common mistakes and make the most out of your retirement funds.

Main topics

• Bernard’s introduction

• The different types of retirement funds and what they are for.

• How to actually use retirement funds to invest

About Bernard Reisz:

Bernard Reisz CPA - Real Estate Title and Tax Tools, CPA founded ReSure to deliver real estate tax and financial tools based on professional expertise, going beyond execution of real estate tax tools to include expert and unbiased investor education. Prior to founding ReSure, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence. Bernard advised owners of closely-held middle-market companies on advanced tax mitigation strategies.

As a guest on numerous financial, tax, real estate, and legal forums Bernard delivers straight-talk and unique insight for real estate investors nationwide.

Contacting Bernard Reisz:

If you want to put your eggs in multiple baskets, this episode is for you.

We all know how important it is to diversify your investments but do you know how to actually do it? Omar has investments on real estate, and commodities like food, gas and oil and he’s successful in all of it. Let’s dive into the episode and learn how he did it!

Main topics

• Omar’s investment journey

• The key to being successful in diversified investments

• His last advice as a first generation immigrant

About Omar Khan:

Omar has advised on $3.7 billion in capital financing and M&A transactions, as well as securing $50+ million in equity from private and institutional capital. He is a graduate from the Rotman School of Business (University of Toronto), and a CFA charter holder with 10+ years of investing experience across real estate and commodities.

As the principal of Boardwalk Wealth, Omar is primarily responsible for developing strong relationships with private and institutional investors, brokers, and strategic partners. He has closed on over $250 million of assets across TX, GA, FL, and SD.

Contacting Omar Khan:

Want to be an investor while on W2?

Believe it or not, there are many people who have started their real estate journey while on W2. Most of them have grown their portfolio to the extent that their passive income exceeds their paychecks.

They use their paychecks to acquire assets that generates passive income, giving them options to leave their job and focus on things that really matter to them.

Main topics

• Daniel’s real estate journey

• His best and worst real estate investments made

• Q&A

About Daniel Holmlund:

Daniel is an experienced Software Engineer who enjoys working with people, conducting training workshops, conference talks, and building awesome product demos. He also enjoys reading, podcasts, real estate investing, and being with my wife and three kids.

He's also a real estate syndicator from Good Samaritan Capital that has closed 2000 units and a passive investor as well.

Contacting Daniel Holmlund:

• Email: daniel@goodsamaritancapital.com

Resources:

Ever wondered how economists see the real estate economy?

An economist’s point of view is always backed by data. That's why media people ask for their perspective on certain spaces in economy and market. If you’re wondering what an economist thinks about real estate’s current situation, you’re in the right place!

Main topics

• The love for studying economy

• How do economists see real estate and how the methodologies they use

• Best ways to be fluent in economics space

About Mervin Jebaraj:

Mervin is a first generation immigrant, director of the center for business and economic research at the University of Arkansas, contributed heavily to the economic thinking and public policy discussions. He as 40 under 40 Arkansas Business and Northwest Arkansas Business Journal, and Arkansas’ 250 list. He also talks about his economic analysis and commentary through TVs, radios, and per media.

Contacting Mervin Jebaraj:

• Twitter: https://twitter.com/MervinJebaraj

• LinkedIn: https://www.linkedin.com/in/mervin-jebaraj-3721128/

Resources:

Want to go fast? Go alone. Want to go a long way? Go together.

Tom has experienced having a corporate job and working in the aerospace area. He has worked with people from top schools and thought that he wanted to start his entrepreneurial journey which he thought he could do on his own and really had a hard time. He then stumbled upon his partner that would lead to a business with a $50 million in revenue.

Let’s dive in!

Main topics

• His entrepreneurial journey

• How he formed a successful partnership

• His transition from multi-family to self-storage

About Tom Dunkel:

Having spent his early career as an accomplished corporate finance leader with over $1.2B of middle-market M&A and financing transaction experience and a proven track record as trusted decision-making partner to C-level executives, Tom has turned his entrepreneurial energy and enthusiasm toward building a self storage investment business.

His transactional experience, financial savvy and leadership training by top executives have provided him with the foundation to build a world-class organization focused on helping alternative investors build wealth while improving communities. He create value for my partners by developing and executing disciplined real estate investment initiatives with an open communications style and unwavering integrity.

Contacting David Monroe:

Wondering what market cycle you’re currently in?

David Monroe, CCIM a member of a group of commercial real estate professionals discusses everything about market updates and cycles and all the factors that affect it. If you’re a person who loves data-driven insights, you need to hear this episode!

Main topics

• His journey towards being a CCIM

• Market cycles at high level

• Things to look out for in today’s market

About David Monroe:

David is a Multifamily Investor/Strategic Consultant/CCIM Instructor and specializes in multifamily investing, market analysis, and finding off-market opportunities, and teaching real estate professionals that rely on real estate transactions for income to get paid before they provide a service. 

Since January 2021 David has been building his consulting, education, mentoring, and coaching company to help multifamily investors get their first, or next deal.

David was a United States Marine for 11yrs 4mos and 16 days... but who's counting. They instilled into his core values; honor, loyalty, and integrity.

His passion and focus is to help as many real estate investors, agents, and brokers succeed in this very competitive industry, and not have to rely on income from transactions alone.

Contacting David Monroe:

What is and why invest in built to rent?

Legacy acquisitions, the company that Ruben is working on, has been syndicating built to rent and believes that it can be the solution to the housing problem in the US.

If you’re one of those people who are looking for a good cash-flowing asset type of investment, then this episode is definitely for you!

Main topics

• What is built to rent asset type and why invest in it?

• Why invest in built to rents on the specific areas mentioned?

• How to identify good underwriting and assumptions in built to rent?

About Ruben Greth:

Ruben has a popular podcast about raising money for multifamily syndication called the Capital Raiser Show where he learns from the best multifamily syndicators in the country.

He has partnered in $5M of capital raising partnerships. He got his start by bringing joint venture capital to successfully raise $625K for small Multifamily deals during the post crash buying frenzy in Phoenix. 

Ruben has been a featured guest on 30+ unique podcast shows & is requested to present at conferences like the Mid-Atlantic Multifamily Investing Conference.

Contacting Ruben Greth:

What does multi-family look like right now?

Multi-family doesn’t look the same way right as it did 3-4 years ago. Julie, gave updates on how the space look like right now, what changed in details, and how it can look like a few more years.

Let’s dive in!

Main topics

• Debt market before and after covid
• Rate caps
• What experienced investors are doing right now

About Julie Anne Peterson:

Considered the 1st Lady of Lending, Julie Anne Peterson not only sources debt she consults with her clients on what type of financing will provide the best returns.  With more than 30 years of Real Estate transaction experience, Julie invests as GP & LP in TX, KY and SC.  She has capital raised over 7.5MM and is the Host of the wildly successful live show - ZOOM @ 8pm EST every Tuesday where she helps grow your business by bringing industry experts to our conversation.  We have closed over 60MM just in having the conversation.

Contacting Julie:

Real estate syndication is too good to be true, it’s a scam!

Dr. Hoa Nguyen had to overcome a common limiting belief: "Real estate syndication is a scam." because it was too good to be true. So she had to find out for herself what she was missing while lingering on her limiting thoughts.

Find out what changed her mind!

Main topics

• Her journey as an active and passive investor
• Adapting to property management as a doctor
• The key things she learned as a passive investor

About Hoa Nguyen:

Dr. Hoa Nguyen is an entrepreneur, business leader, eye doctor, author, an accredited investor/real estate syndicator and a proud mommy and wife. She is also the co-host of the Financial Freedom show. She has ownership in over $460M in real estate acquisitions and is invested in over 6,100 units. She owns two successful multi-million dollar eye practices named Eye Pieces in DFW and co-founded 20/20 Platinum Capital to help families invest passively in multifamily.

She, along with her husband, have owned Eye Pieces for 10 years with the same loyal team they started with, and they continue to grow and expand their practices with 3 associate doctors. She has been practicing for 16 years. They have a 7 year old daughter, named Athena, and enjoy financial freedom, as well as time freedom. Their passion is to educate others on financial freedom, travel the world to experience different cultures, and contribute back locally within the community, as well as different orphanages around the world.

Contacting Hoa Nguyen:

Nothing better than having a great family and successful businesses.

Hoa Nguyen, an eye doctor and a business leader and real estate investor shares how she managed to take care of her family and at the same time manage her 2 practices as a doctor with her daughter and her husband. Clearly her entrepreneurial spirit is one to be admired.

Find out how she and her husband did it!

Main topics

• Humble beginnings
• Her journey as an entrepreneur
• The key to managing business as mother, real estate investor and a wife

About Hoa Nguyen:

Dr. Hoa Nguyen is an entrepreneur, business leader, eye doctor, author, an accredited investor/real estate syndicator and a proud mommy and wife. She is also the co-host of the Financial Freedom show. She has ownership in over $460M in real estate acquisitions and is invested in over 6,100 units. She owns two successful multi-million dollar eye practices named Eye Pieces in DFW and co-founded 20/20 Platinum Capital to help families invest passively in multifamily.

She, along with her husband, have owned Eye Pieces for 10 years with the same loyal team they started with, and they continue to grow and expand their practices with 3 associate doctors. She has been practicing for 16 years. They have a 7 year old daughter, named Athena, and enjoy financial freedom, as well as time freedom. Their passion is to educate others on financial freedom, travel the world to experience different cultures, and contribute back locally within the community, as well as different orphanages around the world.

Contacting Hoa Nguyen:

Passive income from real estate investing = funds for studies.

One of the beauties of building passive income is having the options to use as funds. Nainika, a student, started her real estate investing journey just last year using passive income for her masters. What makes passive income better is that you can still receive distributions even after studying!

Find out how she did it!

Main topics

• Her background
• How she started her real estate journey
• How she uses it to fund her studies

About Nainika Sudheendra:

Nainika is a Senior Automation Engineer at Walmart, and is a double graduate of University of Tennessee. She’s going to start her MBA program at Harvard Business School this 2023. In her spare time, she likes to fly planes, hang out with friends and try new recipes.

Contacting Nainika:

Got laid off? Buy real estate and wait!

You kept on hearing about this phrase about real estate but what does it really mean? In this episode, let’s hear what a licensed engineer who has been laid off has to say about the phrase and how she managed to start her real estate journey despite her demanding job as an engineer.

Maybe her story can give you the definition of it!

Main topics

• What took her so long before investing in real estate?
• Her real estate journey
• Her investment strategies

About Deepa Akula:

Deepa is a licensed Professional Civil/Structural Engineer and served as a peer reviewer for the American Society of Civil Engineers’ Journal of Structural Engineering and the Society of Wood Science and Technology's Wood and Fibre Science Journal. She is a full-time real estate investor and multifamily syndicator based in Seattle, WA. She is a General Partner for 1300 units and a Limited partner for 1700 units in TX, AZ and FL. She is a licensed Professional Civil/Structural Engineer and holds a Master’s degree in Mechanical and Aerospace Engineering.

Contacting Deepa:

What if you're just one step away from building your legacy?

Adam is one of the people who can attest that taking that first step towards freedom can get you far. He started his real estate journey from Australia and brought his investment philosophies with him and his family in the US.

Let’s find out how he did it and what is his guiding compass throughout his 25 years in retail and as an investor!

Main topics

• His journey to US
• Investment philosophies
• Life lessons

About Adam Cairns:

Adam fell into a 25 year career in retail that has taken him from Australia to the US to work for the fortune one company, Walmart and started his real estate investing career just a few years ago. He is married with 2 teenage girls and a huge Tennessee Titans Fan.

Contacting Adam:

Passive investing in real estate is a whole new world of opportunities

Grace Wang, a first generation immigrant and pharmacist, initially struggled with work-life balance when her daughter was born. She thought she solved the problem with her 30+ units of portfolio locally. But she learnt later on that passive investing in real estate is one of the best ways, especially for families,  to continue growing her legacy while being there for her family.

Let’s hear her story and all the learning she had on her freedom journey!

Main topics

• How she started her real estate journey
• Why she shifted from her W2 to full-time in real estate
• Her best and worst experience in real estate investing

About Grace Wang:

She is the CEO and founder of the PNW Investment Group, a real estate investment firm and a first generation immigrant. She migrated to the US in her late twenties. Her early professional career as a pharmacist made her struggle with work-life balance. Even though she obtained a doctorate professional degree, she is the first one in her family to become a self-made multimillionaire in her early thirties. Even though she started with active investing she has moved her portfolio to mostly passive investing to have more bonding time with her family.

Contacting Grace:

If there’s a will, there will always be a way.

I’ve talked to 300+ investors in my real estate journey and learned different resources of funds that they use to invest and I have shared them in this episode. Envision the future life you want to have, and keep your vision on the horizon.

Let’s dive in and start investing!

DISCLAIMER: American Dream Builder & Investor podcast is not an investment adviser or a broker-dealer and is not registered with the U.S. Securities and Exchange Commission. The information presented in this podcast episode should not be used as the sole basis of any investment decisions, nor is it intended to be used as advice with respect to the advisability of investing in, purchasing, or selling securities, nor should it be construed as advice designed to meet the investment needs of any particular person or entity or any specific investment situation. Nothing in this podcast episode constitutes legal, accounting, or tax advice or individually tailored investment advice. Listeners of this podcast episode assume responsibility for conducting their own due diligence and full responsibility for any investment decisions.

Main topics

• My short introduction
• Why I think discipleship is one of the best way to build your legacy
• The time when money is the least needed

About Micy Liu:

Micy Liu is the managing partner of Life Mission Capital where she has a portfolio of 1048 units of multi-family and short-term rentals as a co-general partner and fund manager  She started the company to help others invest well so they can focus more on what matters to them. She utilizes her strong networking capabilities to find experienced operating partners and leverages her expert analytical skills to underwrite the opportunity to invest alongside her investors. She also is the founder of a Real Estate Investment Club with more than 700 members and is a strong advocate for financial literacy through non-profit organizations like Junior Achievement.  She is also the host of the American Dream Builder and Investor Podcast and the author of "Passively Invest in Apartments with no tenants or toilets". Financial literacy is her life mission.

Contacting Micy:

Money is important, but legacy is everything.

While there’s so many things you can do with money, it’s not going to be the first thing your loved ones will remember on your deathbed. In this episode, Micy Liu, the host of the American Dream Builder & Investor Podcast and founder of Life Mission Capital, shared what legacy beyond money means to her.

DISCLAIMER: American Dream Builder & Investor podcast is not an investment adviser or a broker-dealer and is not registered with the U.S. Securities and Exchange Commission. The information presented in this podcast episode should not be used as the sole basis of any investment decisions, nor is it intended to be used as advice with respect to the advisability of investing in, purchasing, or selling securities, nor should it be construed as advice designed to meet the investment needs of any particular person or entity or any specific investment situation. Nothing in this podcast episode constitutes legal, accounting, or tax advice or individually tailored investment advice. Listeners of this podcast episode assume responsibility for conducting their own due diligence and full responsibility for any investment decisions.

Main topics

• Refresher on my story and why
• Why I think discipleship is one of the best way to build your legacy
• The time when money is the least needed

About Micy Liu:

Micy Liu is the managing partner of Life Mission Capital where she has a portfolio of 1048 units of multi-family and short-term rentals as a co-general partner and fund manager  She started the company to help others invest well so they can focus more on what matters to them. She utilizes her strong networking capabilities to find experienced operating partners and leverages her expert analytical skills to underwrite the opportunity to invest alongside her investors. She also is the founder of a Real Estate Investment Club with more than 700 members and is a strong advocate for financial literacy through non-profit organizations like Junior Achievement.  She is also the host of the American Dream Builder and Investor Podcast and the author of "Passively Invest in Apartments with no tenants or toilets". Financial literacy is her life mission.

Contacting Micy:

You don’t know what you don’t know.

As a passive investor, Micy Liu, host of the podcast American Dream builder and investor and Life Mission Capital, will share seven personal learnings that were not taught to me in textbooks.

DISCLAIMER: American Dream Builder & Investor podcast is not an investment adviser or a broker-dealer and is not registered with the U.S. Securities and Exchange Commission. The information presented in this podcast episode should not be used as the sole basis of any investment decisions, nor is it intended to be used as advice with respect to the advisability of investing in, purchasing, or selling securities, nor should it be construed as advice designed to meet the investment needs of any particular person or entity or any specific investment situation. Nothing in this podcast episode constitutes legal, accounting, or tax advice or individually tailored investment advice. Listeners of this podcast episode assume responsibility for conducting their own due diligence and full responsibility for any investment decisions.

Main topics

• Lessons I learned in my experience in passive investing (and active investing as well) and from other investors as well
• Understanding underwriting
• Important goals to consider before passive investing

About Micy Liu:

Micy Liu is the managing partner of Life Mission Capital where she has a portfolio of 1048 units of multi-family and short-term rentals as a co-general partner and fund manager  She started the company to help others invest well so they can focus more on what matters to them. She utilizes her strong networking capabilities to find experienced operating partners and leverages her expert analytical skills to underwrite the opportunity to invest alongside her investors. She also is the founder of a Real Estate Investment Club with more than 700 members and is a strong advocate for financial literacy through non-profit organizations like Junior Achievement.  She is also the host of the American Dream Builder and Investor Podcast and the author of "Passively Invest in Apartments with no tenants or toilets". Financial literacy is her life mission.

Contacting Micy:

A great deal can be nothing if its structure is not right.

And the last but definitely not the least of the due diligence episode series is understanding the deal structure. You may find a great deal but if its structure is not right, your interest is not protected well and you’re putting your money at higher risks than needed. In this episode, I shared key areas in the deal structure that need your full attention to protect your interest as a passive investor.

DISCLAIMER: American Dream Builder & Investor podcast is not an investment adviser or a broker-dealer and is not registered with the U.S. Securities and Exchange Commission. The information presented in this podcast episode should not be used as the sole basis of any investment decisions, nor is it intended to be used as advice with respect to the advisability of investing in, purchasing, or selling securities, nor should it be construed as advice designed to meet the investment needs of any particular person or entity or any specific investment situation. Nothing in this podcast episode constitutes legal, accounting, or tax advice or individually tailored investment advice. Listeners of this podcast episode assume responsibility for conducting their own due diligence and full responsibility for any investment decisions.

Main topics

• What things to look at when observing the deal structure
• The different ways how opportunities can be structured
• Important details of a deal structure and legal document

About Micy Liu:

Micy Liu is the managing partner of Life Mission Capital where she has a portfolio of 1048 units of multi-family and short-term rentals as a co-general partner and fund manager  She started the company to help others invest well so they can focus more on what matters to them. She utilizes her strong networking capabilities to find experienced operating partners and leverages her expert analytical skills to underwrite the opportunity to invest alongside her investors. She also is the founder of a Real Estate Investment Club with more than 700 members and is a strong advocate for financial literacy through non-profit organizations like Junior Achievement.  She is also the host of the American Dream Builder and Investor Podcast and the author of "Passively Invest in Apartments with no tenants or toilets". Financial literacy is her life mission.

Contacting Micy:

Understanding risk-adjusted returns and how loans work in real estate syndications.

It is important to understand how your returns are derived to understand the risks involved in real estate transactions. Micy Liu, the founder of the podcast and Life Mission Capital, dives into the key factors affecting the returns including the loan - typically the biggest investor in real estate transactions but the lender is.

DISCLAIMER: American Dream Builder & Investor podcast is not an investment adviser or a broker-dealer and is not registered with the U.S. Securities and Exchange Commission. The information presented in this podcast episode should not be used as the sole basis of any investment decisions, nor is it intended to be used as advice with respect to the advisability of investing in, purchasing, or selling securities, nor should it be construed as advice designed to meet the investment needs of any particular person or entity or any specific investment situation. Nothing in this podcast episode constitutes legal, accounting, or tax advice or individually tailored investment advice. Listeners of this podcast episode assume responsibility for conducting their own due diligence and full responsibility for any investment decisions.

Main topics

• The 3 forms of returns and how each work
• Factors that affect each forms of returns
• How to maximize loans when investing in real estate

About Micy Liu:

Micy Liu is the managing partner of Life Mission Capital where she has a portfolio of 1048 units of multi-family and short-term rentals as a co-general partner and fund manager  She started the company to help others invest well so they can focus more on what matters to them. She utilizes her strong networking capabilities to find experienced operating partners and leverages her expert analytical skills to underwrite the opportunity to invest alongside her investors. She also is the founder of a Real Estate Investment Club with more than 700 members and is a strong advocate for financial literacy through non-profit organizations like Junior Achievement.  She is also the host of the American Dream Builder and Investor Podcast and the author of "Passively Invest in Apartments with no tenants or toilets". Financial literacy is her life mission.

Contacting Micy:

After the jockey, evaluate the horse.

In this episode, I will share why understanding the market and the property in a deal can help you make your decision about whether or not you should invest in the deal being offered to you. We’ll be diving a little bit deep in this episode and hope that it will help you make good decisions when investing passively in real estate!

DISCLAIMER: American Dream Builder & Investor podcast is not an investment adviser or a broker-dealer and is not registered with the U.S. Securities and Exchange Commission. The information presented in this podcast episode should not be used as the sole basis of any investment decisions, nor is it intended to be used as advice with respect to the advisability of investing in, purchasing, or selling securities, nor should it be construed as advice designed to meet the investment needs of any particular person or entity or any specific investment situation. Nothing in this podcast episode constitutes legal, accounting, or tax advice or individually tailored investment advice. Listeners of this podcast episode assume responsibility for conducting their own due diligence and full responsibility for any investment decisions.

Main topics

• Economic cycle market, its phases and how it affects commercial real estate
• Geographic market as an important factor
• The property and the list of questions that helps assess risks related to property

About Micy Liu:

Micy Liu is the managing partner of Life Mission Capital where she has a portfolio of 1048 units of multi-family and short-term rentals as a co-general partner and fund manager  She started the company to help others invest well so they can focus more on what matters to them. She utilizes her strong networking capabilities to find experienced operating partners and leverages her expert analytical skills to underwrite the opportunity to invest alongside her investors. She also is the founder of a Real Estate Investment Club with more than 700 members and is a strong advocate for financial literacy through non-profit organizations like Junior Achievement.  She is also the host of the American Dream Builder and Investor Podcast and the author of "Passively Invest in Apartments with no tenants or toilets". Financial literacy is her life mission.

Contacting Micy:

Vetting sponsors can make or break the deal.

There are so many people who look at the investment opportunities but fail to look at the sponsors. When people find their way onto a deal, vetting sponsors is one of the most, if not the most, overlooked things to do. In this episode, I’ve shared areas that make a sponsor trustworthy and reliable and the questions you can ask to determine their value and experience that can make a deal successful.

Main topics

• Areas that can make a deal happen and how to evaluate them
• Questions that matter when evaluating sponsors
• 
  

About Micy Liu:

Micy Liu is the managing partner of Life Mission Capital where she has a portfolio of 1048 units of multi-family and short-term rentals as a co-general partner and fund manager  She started the company to help others invest well so they can focus more on what matters to them. She utilizes her strong networking capabilities to find experienced operating partners and leverages her expert analytical skills to underwrite the opportunity to invest alongside her investors. She also is the founder of a Real Estate Investment Club with more than 1000 members and is a strong advocate for financial literacy through non-profit organizations like Junior Achievement.  She is also the host of the American Dream Builder and Investor Podcast and the author of "Passively Invest in Apartments with no tenants or toilets". Financial literacy is her life mission.

Contacting Micy:

The value of integrity and trust.

One of the most important values is integrity. It's difficult to rebuild once it's been compromised. I’ve faced a challenge that could put myself, and my investors at risk. At the end of the day, I chose to value the trust that my partners and investors have placed in me.

Main topics

• The dilemma
• The decision
• The reason

About Micy Liu:

Micy Liu is the managing partner of Life Mission Capital where she has a portfolio of 1048 units of multi-family and short-term rentals as a co-general partner and fund manager  She started the company to help others invest well so they can focus more on what matters to them. She utilizes her strong networking capabilities to find experienced operating partners and leverages her expert analytical skills to underwrite the opportunity to invest alongside her investors. She also is the founder of a Real Estate Investment Club with more than 700 members and is a strong advocate for financial literacy through non-profit organizations like Junior Achievement.  She is also the host of the American Dream Builder and Investor Podcast and the author of "Passively Invest in Apartments with no tenants or toilets". Financial literacy is her life mission.

Contacting Micy:

Investing in real estate with no money? No problem!

In this episode, I’ve shared possible ways to start investing in real estate at all times, even without capital. Remember that real estate is an industry of relationships. Partnerships are one of the best ways to work your way around starting to invest in real estate. The principle of “who, not how,” has enabled me to achieve things that I couldn't do alone.

Dive right in and start investing!

Main topics

• Importance of partnerships
• 4 Key areas for a successful deal
• The enabling principle I live by

About Micy Liu:

Micy Liu is the managing partner of Life Mission Capital where she has a portfolio of 1048 units of multi-family and short-term rentals as a co-general partner and fund manager  She started the company to help others invest well so they can focus more on what matters to them. She utilizes her strong networking capabilities to find experienced operating partners and leverages her expert analytical skills to underwrite the opportunity to invest alongside her investors. She also is the founder of a Real Estate Investment Club with more than 700 members and is a strong advocate for financial literacy through non-profit organizations like Junior Achievement.  She is also the host of the American Dream Builder and Investor Podcast and the author of "Passively Invest in Apartments with no tenants or toilets". Financial literacy is her life mission.

Contacting Micy:

How are you planning your retirement?

Mark Shuler has been building his career in architecture and his real estate investment portfolio for 38 years. And now looking at retirement , he’s not stopping as he plans and sets goals more strategically for the quality of life in his retirement years .  Thanks to his real estate investment  he is able to do so.

Main Topics

• How he set goals
• Passive investing strategies before, now, a year after
• Importance of vetting sponsors

About Mark Shuler:

He is the founder and President of Shuler Architecture and SGRE Investments. Over the course of his 38 year career, he has provided design and engineering services to literally hundreds of homeowners, builders, and developers. Along the way, his path branched into real estate investing and development after he saw the incredible wealth his developer and investor clients were generating. And so, in 2014 he founded SGRE Investments to actively pursue the same opportunities he was helping my clients create.

Resources:

Taking control of your life

Mark Shuler, a real estate investor with more than half a billion in his portfolio, is the embodiment of sheer discipline and determination when it comes to goal setting. This is part of the two episodes where we talked with Mark and this episode focused on his personal stories and background that got him to where he is today. He sets goals with the intention of actually achieving them. A lot of people think that life happens to them, but not to Mark. He takes control of his life, and he’s not stopping.

Main Topics

• His humble beginnings
• Challenges in his freedom journey
• Taking and managing risks

About Mark Shuler:

He is the founder and President of Shuler Architecture and SGRE Investments. Over the course of his 38 year career, he has provided design and engineering services to literally hundreds of homeowners, builders, and developers. Along the way, his path branched into real estate investing and development after he saw the incredible wealth his developer and investor clients were generating. And so, in 2014 he founded SGRE Investments to actively pursue the same opportunities he was helping my clients create.

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Becoming your own bank for investing and more

Becoming your own bank is one of the most powerful wealth creation strategies per M.C. Laubscher. Within that, cash value of a life insurance can help you achieve infinite banking outside the normal death benefits people usually  know about. Let's dive into all this deeper with M.C. as we learn about how this benefits investing as well.

Main Topics

• What is Cash Value Policy
• How it becomes a good combination with real estate investment
• How you can be your own banking system

About M.C. Laubscher:

M.C. Laubscher is a Husband, Dad, Podcaster, Author & Cash Flow Expert. As a cashflow investor and entrepreneur, M.C.’s passion is to assist investors & business owners to create, recover, warehouse & multiply cashflow through advanced strategies. He is focused on helping business owners and investors capitalize on their economic opportunities in times of great change, disruption, and chaos.M.C. is the creator & host of the top-rated business and investing podcasts, Cashflow Ninja & Cashflow Investing Secrets. M.C. also founded Producers Wealth an insurance brokerage and Producers Capital Partners, a firm assisting investors all over the world to invest in alternative assets that produce passive income in any economy and market.

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America = Lottery Ticket?

Ever wondered why there are so many immigrants who have had success in the US? MC shared how immigrants see the US differently and how being born in the US is like winning the lottery ticket. He also shared about how he approaches real estate investing.

Main Topics

• MC’s freedom journey
• His investment strategies
• One advice for real estate investors

About M.C. Laubscher:

M.C. Laubscher is a Husband, Dad, Podcaster, Author & Cash Flow Expert. As a cashflow investor and entrepreneur, M.C.’s passion is to assist investors & business owners to create, recover, warehouse & multiply cashflow through advanced strategies. He is focused on helping business owners and investors capitalize on their economic opportunities in times of great change, disruption, and chaos.M.C. is the creator & host of the top-rated business and investing podcasts, Cashflow Ninja & Cashflow Investing Secrets. M.C. also founded Producers Wealth an insurance brokerage and Producers Capital Partners, a firm assisting investors all over the world to invest in alternative assets that produce passive income in any economy and market.

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Real Estate Investing towards freedom, fulfillment & fun.

Mike shared his freedom journey through investing in real estate and has encountered challenges from being a solopreneur to giving up reins on his business and helping others to do the same. He also shared about his top strategies that he uses in current and upcoming market.

Main Topics

• Mike’s freedom journey
• His investment strategies
• What being rich means

About Mike Wolf:

Mike is a world traveler and he's been a real estate investor for over 30 years. And he also loves philanthropy, self-made freedom, lifestyle entrepreneur, a TEDx speaker, and has been featured in all the major TV networks and radios. He’s also a popular guest on podcasts, summits, and at live events around the world. Mike mentors other investors, busy business owners and 9-5ers so they can functionally retire in 3-5 years by investing in real estate using the SMART method.

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Solving a problem, how far does it get you?

Stella was building her knowledge and resources to invest in real estate. However she encountered a problem that every new graduate encounters; not having enough money to start investing. That did not stop her. She and a friend leveraged on each other’s resources and knowledge and launched a startup that helped thousands of investors who had the same problems.

Main Topics

• How Stella got interested in real estate
• How Fractional was built and helped thousands of investors

About Stella:

Stella Han is the co-founder and CEO of Fractional, a full service marketplace for friends and investing communities to co-own real estate together. She’s a second generation immigrant, her parents came from China. Before Fractional, Stella was a senior software engineer at a firm where she built and skilled prequalification identification, verification, payment processing systems. And Stella, she actually graduated from a top school, Carnegie Mellon University, where she studied computer science as well.

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Gambling vs. investing?

My husband and I had our first cruise together. Guess what’s in the cruise aside from all the good and free stuff? Right, a casino. We went there for the first time to have fun and my experience taught me valuable lessons that can be applied not only in casinos but in investing as well.

Main Topics

• Micy’s first experience in the casino
• 4 transferable learnings about investing and casino

About Micy:

Micy Liu is the managing partner of Life Mission Capital where she has a portfolio of 1048 units of multi-family and short-term rentals as a co-general partner and fund manager  She started the company to help others invest well so they can focus more on what matters to them. She utilizes her strong networking capabilities to find experienced operating partners and leverages her expert analytical skills to underwrite the opportunity to invest alongside her investors. She also is the founder of a Real Estate Investment Club with more than 700 members and is a strong advocate for financial literacy through non-profit organizations like Junior Achievement.  She is also the host of the American Dream Builder and Investor Podcast and the author of "Passively Invest in Apartments with no tenants or toilets". Financial literacy is her life mission.

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As a first generation immigrant from Hyderabad, India now vice-president of Nordstrom, Nikhil has achieved the American dream in many others' eyes and is hyper focused on living a life of significance rather than just success. While being grateful, Nikhil shares some of the challenges, actions and thoughts on the trinity of freedom, time,financial and geography freedom. Micy Liu, the host talks through with Nikhil on how some of the solutions she and other have utilized for those solutions.

Main Topics

• Nikhil’s background and why
• His journey in pursuit of his version of American Dream
• His investment principle and freedom challenges as an immigrant executive

About Nikhil:

Nikhil Cherian, a supply chain executive who has been utilizing his problem solving skills to the science expertise to build his American dream.  He demonstrates his leadership by inspiring people to think, act, and succeed. His passion is to continuously drive mission clarity across business functions and regularly direct others’ attention to what is possible cross functionally to drive the business ahead.

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Always prepare a plan B.

Whatever you are doing in your career right now, it may be temporary. How so? You can see yourself doing the same thing over and over again for 10, 12, or 15 years. But what if, after only five years at the height of your career, your priorities *snap* and everything suddenly changed? Are you prepared for that situation?

Learn more about how Travis shifted from football to designing life by values!

Main topics

• Why preparing for plan B is crucial
• The importance of mentorship
• Fulfillment in designing life by values

About Travis Swanson
Travis grew up in Kingwood, Texas before earning a football scholarship to the University of Arkansas then played in NFL  with teams like Miami Dolphins, and Detroit Lions.  He and his wife, Emily have 2 beautiful daughters. Family is the most important thing to Travis as he strives to be the best husband and father he can be on a daily basis.  In 2019, Travis announced his retirement from football to better focus on his family. Together, he works with Camienne Financial as a financial advisor to help folks from different walks of life to plan for their families and beyond.

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Vetting sponsors is not an easy task. It is a continuous and long-term communication between investors and sponsors, and there are important questions to ask before putting your money into the investment opportunity that they are offering.

It’s time for you to prepare some notes as the things discussed in this episode are crucial and important in order to measure the likelihood of the sponsor’s success.

Main topics

• Why vetting the sponsor is important
• Things you should ask the sponsor
• Things to look out for inside and outside the property

About Ben Nelson:

Ben grew up in Southwestern Colorado, and graduated from the University of Colorado.  He has over 15 years of large-scale project management experience, including multiple world-record credits, and routinely manages large projects with multi-million dollar budgets.  Working both nationally and internationally, Ben specializes in building relationships with stakeholders, government entities, municipalities, authorities, and institutions to reach common goals and create uncommon results.

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Evaluating real estate requires an understanding of the potential returns, the types of asset classes, and the market cycles. In this episode, my guest Jeff Greenberg and I shared some of the things we look at in those areas when we evaluate real estate.

Main topics

• The importance of knowing other asset types of real estate
• How do these asset types differ from each other
• Learning the real estate market cycles
• How you can diversify across these assets with as low as $50,000

About Jeff Greenberg:

Jeff is the CEO of his own company, Synergetic Investment Group, LLC, which has been involved in projects worth nearly $50 million and which holds over 1,100 units in Texas, Georgia, Arizona, and Ohio, including over 300 student housing beds.

He has managed all aspects of commercial real estate, including acquisitions, operations, value-add properties, dispositions, and investor relations and knows all about what can go wrong, what methods work best, and how to grow and succeed as an investor. His goal is to share his wisdom to help real estate professionals invest in the right properties and create professional relationships that will ensure they succeed in diversifying and growing their portfolios.

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Ever wondered how passive investing in real estate works?

It's essentially a group purchase of a real estate asset. This is one of the best ways for busy professionals to to diversify, and build wealth through real estate.

In this episode, I shared about how I got started, why I choose this instead of doing it on my own, and the 2 common types of syndications

What is the life that you want to have? That question can tell you what type of investor you are.

The balance between the risks you can take and the returns you want to have will essentially tell you what type of investor you are. And after determining that, it will be easy for you to make a detailed financial plan to accelerate your way towards freedom.

Freedom, here we go!

Disclaimer:  This is not financial or investment advice or general experiences sharing.  Please do consult with your financial advisor, CPA etc or other professional support before make any investment decisions.

MAIN TOPICS

00:41 - Introduction

01:46 - Recap

02:16 - First type of investor: Cash flow investor

06:02 - Second type of investor: Nest egg building investor

09:20 - Third type of investor: Mix of both

11:20 - Conclusion

About Micy Liu:

Micy Liu is the managing partner of Life Mission Capital where she has a portfolio of 1048 units of multi-family and short-term rentals as a co-general partner and fund manager  She started the company to help others invest well so they can focus more on what matters to them. She utilizes her strong networking capabilities to find experienced operating partners and leverages her expert analytical skills to underwrite the opportunity to invest alongside her investors. She also is the founder of a Real Estate Investment Club with more than 700 members and is a strong advocate for financial literacy through non-profit organizations like Junior Achievement.  She is also the host of the American Dream Builder and Investor Podcast and the author of "Passively Invest in Apartments with no tenants or toilets". Financial literacy is her life mission.

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Paying off $100,000 debt in just 2 years and financial freedom in another 2? That’s what great financial planning can do!

Aaron Wong, a second generation American from China, developed a financial plan that changed his and his family’s lives through trial and error. In this episode, he’ll share how passive investing in real estate helped him break free from the 6-digit debt and eventually paved his way towards financial freedom.

Now he’s also helping others achieve financial freedom through passive investing in real estate and financial planning.

MAIN TOPICS

00:37 - Introduction

00:48 - Aaron’s background

03:23 - What is an active passive investor?

04:22 - The investing journey

08:56 - Why shift to passive from active?

10:23 - Deep diving into being an active investor

13:39 - Paying off $100k debt in 2 years

15:54 - Journey to financial independence

19:30 - Why shift to real estate investing from stock investing?

22:14 - The art of buying real estate and waiting

24:38 - How to look for a good sponsor?

29:56 - An advice from Aaron Wong

As a first generation immigrant from Jamaica, Patrick Roberts worked and thought hard to achieve his American Dream - the ultimate freedom. Equipped with knowledge and practice of law, he didn't just stop there. He made sure his money is working for him by being a successful real estate investor, multiple business owners, and avid traveler. In this episodes,  we will dive into how he got here and the secrets to his success.

MAIN TOPICS

00:51 - Introduction

01:28 - Patrick’s background

10:31 - What kept Patrick going despite failing the bar exam?

12:23 - Beyond grades in school

16:51 - Economy and housing shortage

22:07 - His American Dream achieved?

22:38 - Don’t just work hard, think hard

29:11 - One piece of advice

33:10 - Fun question

34:27  - Contacting Patrick Roberts

About Micy Liu:

Micy Liu is the managing partner of Life Mission Capital where she has a portfolio of 1048 units of multi-family and short-term rentals as a co-general partner and fund manager  She started the company to help others invest well so they can focus more on what matters to them. She utilizes her strong networking capabilities to find experienced operating partners and leverages her expert analytical skills to underwrite the opportunity to invest alongside her investors. She also is the founder of a Real Estate Investment Club with more than 700 members and is a strong advocate for financial literacy through non-profit organizations like Junior Achievement.  She is also the host of the American Dream Builder and Investor Podcast and the author of "Passively Invest in Apartments with no tenants or toilets". Financial literacy is her life mission.

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Interviewed Tina Nguyen, a first generation immigrant from Vietnam and a successful real estate investor and a IT professional. She shares her experience from being financially insecure and humble beginnings to becoming an accredited investor, helping her mother retire early and gain financial independence.  Along with passive investing,  she has gained financial independence for herself. She has been investing with over 8 syndications investments across multi-family,  hotels and more and still owns a few single family homes after selling most of them.

MAIN TOPICS

00:38 - Introduction

01:08 - Guest background (Micy)

03:13 - How did you start in real estate?

08:06 - What was the guiding compass?

10:53 - What is real estate syndication?

22:19 - The life mission

22:39 - Would you do it all over again?

23:17 - Book with the most impact

23:45 - Number one piece of advice

24:17 - Favorite home dish

Would you rather have a million dollars today or magic penny that doubles every day for 30 days?

Consistency will help you answer that! In this episode, I will share the 4 areas that I think are crucial for us to be consistent on in our freedom journey.

Let's stay consistent and get closer to freedom!

What to listen for:
00:35- A fun question
02:10 - First area: Being Consistent in Setting Goals
04:13 - Second area: Being Consistent on Mindset
05:34 - Third area: Being Consistent on Actions
06:21 - Fourth area: Being Consistent on Measuring Results
08:21 - Conclusion

About Micy Liu:
Micy Liu is the managing partner of Life Mission Capital where she has a portfolio of 1048 units of multi-family and short-term rentals as a co-general partner and fund manager  She started the company to help others invest well so they can focus more on what matters to them. She utilizes her strong networking capabilities to find experienced operating partners and leverages her expert analytical skills to underwrite the opportunity to invest alongside her investors. She also is the founder of a Real Estate Investment Club with more than 700 members and is a strong advocate for financial literacy through non-profit organizations like Junior Achievement.  She is also the host of the American Dream Builder and Investor Podcast and the author of "Passively Invest in Apartments with no tenants or toilets". Financial literacy is her life mission.

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The hardest thing about building towards freedom is taking the first step! Whether its migrating to US, taking on that first job, asking for a pay raise and more.  In this episode, I will discuss on the 3 ways you can get knowledge for your freedom journey. I will also share the conversations that I had with myself and others to make that first step easier.

Freedom - here we come!

What to listen for:
00:51 - Before taking your first step...
01:24 - First approach: Trial and Error
02:51- Second approach: Consuming Knowledge
04:38- Third approach: Accelerator to Learn
09:11 - The fear of taking the first step
05:49 - Conclusion

About Micy Liu:
Micy Liu is the managing partner of Life Mission Capital where she has a portfolio of 1048 units of multi-family and short-term rentals as a co-general partner and fund manager  She started the company to help others invest well so they can focus more on what matters to them. She utilizes her strong networking capabilities to find experienced operating partners and leverages her expert analytical skills to underwrite the opportunity to invest alongside her investors. She also is the founder of a Real Estate Investment Club with more than 700 members and is a strong advocate for financial literacy through non-profit organizations like Junior Achievement.  She is also the host of the American Dream Builder and Investor Podcast and the author of "Passively Invest in Apartments with no tenants or toilets". Financial literacy is her life mission.

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You don't know what you don't know.

That is why we want to address those limiting beliefs first in our freedom journey first. I had to really break out of the limiting beliefs that were holding me back from my freedom journey. Growing up partly in China and then in the US, I thought if I just work hard, I can have it all. That along with other limiting beliefs were holding me and other high-performing immigrants and Americans back for years...

I am your host, Micy Liu. I moved to the US when I was 16  years old by myself. Going through higher education and corporate careers, I  knew nothing about building wealth. it was not until a few years ago, my financial, personal and spiritual life all started pivoting and I started building true wealth and financial independence for me and my family. The truth is that if we are handcuffed, we can’t go anywhere no matter how many places we can or want to go. Now let’s look at breaking through those limiting beliefs and start sailing towards freedom!

What to listen for:

00:39 - Why it’s important to address limiting beliefs?

01:15 - First Limiting Belief: Money is scarce

02:25 - Second Limiting Belief: Hard work

04:25 - Third Limiting Belief: Return of investment (not just money)

08:43 - Conclusion

About Micy Liu:

Micy Liu is the managing partner of Life Mission Capital where she has a portfolio of 1048 units of multi-family and short-term rentals as a co-general partner and fund manager  She started the company to help others invest well so they can focus more on what matters to them. She utilizes her strong networking capabilities to find experienced operating partners and leverages her expert analytical skills to underwrite the opportunity to invest alongside her investors.She also is the founder of a Real Estate Investment Club with more than 700 members and is a strong advocate for financial literacy through non-profit organizations like Junior Achievement.  She is also the host of the American Dream Builder and Investor Podcast and the author of "Passively Invest in Apartments with no tenants or toilets" . Financial literacy is her life mission.

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