Dealmaker Diaries Podcast

Welcome, Dealmaker Diaries community! Today, we're thrilled to have a true force of positive disruption in the real estate realm on our podcast - the one and only Lindsay Sharma, Founder of Lindsay Sharma Property Buyers. Buckle up as we embark on a journey with Lindsay, a seasoned entrepreneur with a heart of gold, specializing in transforming lives through real estate. From rescuing distressed properties to being a beacon of support for homeowners facing financial turbulence, Lindsay's company isn't just about transactions – it's about creating meaningful solutions and building lasting relationships. Get ready to unpack the stories of Patrick and Shirley, homeowners whose lives were transformed by Lindsay Sharma Property Buyers' innovative and compassionate approach. But that's just the beginning! Lindsay's unique blend of business acumen, empathy, and a mission-driven mindset is sure to inspire and captivate. Join us as we delve into Lindsay's real estate strategies, the lessons learned from challenging deals, and the unwavering commitment to making a positive impact in communities. It's a Dealmaker Diaries episode you won't want to miss! #DealmakerDiaries #RealEstateRevolution#LindsaySharmaPropertyBuyers

Dive into the world of business mastery with Marty M. Fahncke on Dealmaker Diaries! With over 30 years of marketing prowess and $450 million in M&A transactions, Marty shares exclusive insights on doubling revenue without selling more, navigating strategic acquisitions, and the untold secrets of successful deal-making. Whether you're a business owner, aspiring entrepreneur, or just curious about the art of growth, this interview is your ticket to unlocking the strategies behind building, buying, and selling businesses. Don't miss out on Marty's invaluable advice that could reshape your business journey! Tune in now and elevate your entrepreneurial game! #BusinessGrowth #Acquisitions #DealmakerDiaries #EntrepreneurshipSuccess

Our guest today has cracked open the vault of espionage history, bringing to light a narrative so captivating it reads like a Hollywood blockbuster. He's not just an author; he's a dealmaker of narratives, weaving together classified insights and untold stories into a tapestry that's set to redefine our understanding of covert operations. Now, you know how important it is to hit those metrics on YouTube – likes, subscribes, and shares. Well, our guest today has mastered a different kind of metric: declassified FBI files, MI5 archives, and the secret annals of Japanese Naval intelligence. Get ready for a story that's not just shareable but downright unmissable! Imagine a British WWI hero turned spy, living a double life in Los Angeles high society and Japan's high command. Our guest, Ronald Drabkin, has penned a tale that not only uncovers the enigma that is Frederick Rutland but reveals espionage's best-kept secret. Get ready to be transported into a world where aircraft carriers and Hollywood stars collide. Before we dive into the web of intrigue, don't forget to hit that like button, subscribe to Dealmaker Diaries, and share this episode with fellow enthusiasts of espionage history. Now, without further ado, let's welcome the dealmaker of espionage narratives, the man who brought Frederick Rutland's story to life, Ronald Drabkin!

Hold onto your hard hats, steel enthusiasts! In this groundbreaking video, we delve into the seismic waves reverberating through the global steel industry as Nippon Steel proposes a game-changing acquisition of US Steel.

Join us as we unpack the strategic implications, potential synergies, and the ripple effects this merger could have on the steel market. From enhanced technological capabilities to geopolitical considerations, we leave no steel beam unexamined.

Discover the driving forces behind Nippon Steel's ambitious move, gain insights from industry experts, and explore the future landscape of steel production in this comprehensive analysis. Whether you're a steel aficionado, investor, or simply curious about major corporate maneuvers, this video is your front-row ticket to understanding the impact of this proposed acquisition.

Don't miss out on the inside scoop! Hit that subscribe button, turn on notifications, and join us as we navigate the twists and turns of this colossal deal shaping the future of the steel industry. #NipponSteel #USSteelAcquisition #SteelIndustryInsights

Get ready for a slam dunk in the business world as the Adelson family takes center stage in the latest sports acquisition sensation! Join us in this exclusive deep dive into the monumental purchase of the Mavericks, a move that's sending shockwaves through the NBA community.

In this video, we'll unravel the strategic brilliance behind the Adelson family's decision to enter the world of professional basketball ownership. From the potential impact on team dynamics to the exciting possibilities for the Mavericks' future, we leave no stone unturned.

Buckle up for insider insights, exclusive interviews, and a front-row seat to the unfolding narrative of this game-changing acquisition. Whether you're a die-hard Mavericks fan, a business enthusiast, or just curious about the latest power plays in sports, this video is a must-watch!

Hit that subscribe button, turn on notifications, and join us as we explore the thrilling intersection of sports and business in this unprecedented chapter for the Dallas Mavericks under the Adelson family's ownership! #AdelsonMavsTakeover #NBA #MavericksAcquisition

Today's episode features a truly remarkable guest, Jeffrey Holst. Jeff, a recovering attorney, podcast host, and real estate investor, recently made waves in a completely different industry—he's the founder of a brand-new cigar company. At 30, Jeff checked the last item off his personal bucket list by standing atop Machu Picchu. Little did he know, two weeks later, he'd be in a hospital bed, his life unraveling. His business was in chaos, marriage strained, and bankruptcy loomed. Fast forward to today, at 45, and Jeff has not only rebuilt but soared to new heights. A multi-millionaire with a substantial real estate portfolio, including over 350 residential units and multiple commercial properties, he continues to explore the world. Jeff's journey includes conquering Mt. Kilimanjaro in February 2020 and setting foot in Antarctica in January 2022, completing the illustrious seven continent club. As the co-host and founder of the Last Life Ever Podcast, Jeff is passionate about helping people live the best version of their lives. He also co-hosts the Old Fashioned Real Estate Show, where bourbon old fashioneds and real estate investing take center stage. Jeff's wisdom extends to the written word, as he's the author of the book, "No Bad Days: How to Make Every Day Great." Join us as we delve into Jeff's extraordinary life, his foray into the cigar industry, and the business acumen that led him from the brink of bankruptcy to becoming a thriving entrepreneur. Get ready for an inspiring and insightful conversation on this special episode of "Dealmaker Diaries" with the one and only Jeffrey Holst. Stay tuned!

Dive into the world of real estate mastery with a compelling podcast episode featuring the one and only Nick Prefontaine! Join us as we sit down with Nick to unravel the secrets of successful real estate investing, exploring his journey, insights, and invaluable tips for both seasoned investors and those just stepping into the market. From innovative strategies to navigating challenges, this episode is a goldmine for anyone looking to elevate their real estate game. Tune in for an engaging conversation that goes beyond the surface, offering a deep dive into the mind of a seasoned expert. Whether you're a real estate enthusiast, aspiring investor, or just curious about the industry, this podcast is your ticket to valuable knowledge and inspiration. Hit play and join us on this insightful journey with Nick Prefontaine!

In this episode, we delve into the fascinating perspective of Crissman Loomis, where he navigates the complexities of life, balancing ambitious pursuits with personal well-being. Crissman has a unique journey that intertwines the realms of high ambition, cutting-edge technology, and a quest for longevity. Crissman, a seasoned AI programmer turned health researcher, has not only tackled the complexities of optimizing artificial intelligence but has also embarked on a profound exploration of what it takes to lead a long and healthy life. From stocks and real estate to venture capital and even a Texas oil well misadventure, his investment portfolio tells a tale of diverse experiences. But it was a wake-up call during a pivotal body scan, taken alongside his health-conscious brother, that shifted the trajectory of his life. The doctor's words served as a catalyst, prompting a three-year hiatus from the demanding world of IT to focus on health research. A journey marked by a Spartan Race, insights from a Harvard study, and a meticulous analysis of exercise science. Our guest's story is not just about health but a unique integration of ambition, goal orientation, and the pursuit of longevity. How does one optimize their life for both success and well-being? Can ambition and a commitment to health coexist? Today, we uncover the answers as we dive deep into his transformative journey, exploring the intersections of a driven mindset, the pursuit of lofty goals, and the quest for a fulfilling, extended life. Join us as we unravel the Dealmaker Diaries of our guest and discover the intricacies of a life where the drive for success harmonizes with the pursuit of lasting health.

Our guest today has been a key player in Tokyo's tech landscape for years, and his work has left an indelible mark on the industry. Mike Alfant is not just a name; he's a symbol of innovation and dedication. With a career spanning decades, he's been at the forefront of groundbreaking technological developments, and he continues to push the boundaries of what's possible. Mike's journey is an inspiring one, beginning with his early forays into technology and rapidly ascending to the helm of Fusion Systems. Through his leadership, Fusion Systems has become a beacon of innovation in Tokyo and beyond, making waves with cutting-edge solutions in software development, IT infrastructure, and beyond. But it's not just about business for Mike. He's deeply passionate about fostering the tech community in Tokyo, and he's been instrumental in creating an environment that nurtures emerging talent and startups. His commitment to education and mentorship has been instrumental in shaping the next generation of tech leaders, making him not just a tech titan but a true mentor to many. So, today, we're in for a treat as we delve into Mike's wealth of experience, the exciting projects he's been involved in, the challenges he's overcome, and the inspiring vision he holds for the future of technology.

Jason is a speaker, author, entrepreneur, limited partner real estate investor and digital marketing architect with a passion for helping other real estate investors and entrepreneurs with their sales funnels. Jason prides himself on his ability to connect with people and speak to them in a language they understand. Jason is able to design successful marketing automation machines all while keeping a positive attitude and sense of humor along the way.

With over 20 years of experience in world-class financial firms across Japan and Hong Kong, Kevin has been at the forefront of innovation, serving in pivotal roles at JP Morgan Asset Management, and PGIM Japan.

But what sets Kevin apart is his dedication to a long-term vision. He's combined global expertise with localized solutions, and now, Anextere is delivering innovative strategies that drive profitability and sustainability for clients in Japan and wider Asia.

Japan has recently become part of Anextere's global footprint through a strategic joint venture with CommSol, extending their service offerings across Europe and Asia. Their focus on global-local collaboration is shaping the future of business and technology solutions.Anextere offers core services, including business process digitization, management consultancy, risk management solutions, and AI-enabled machine translations. Their integrated approach ensures clients get results that drive their businesses forward.

Today we welcome Patrick Elsner, a leading franchise consultant. He brings 20 years of experience in helping corporate executives and aspiring franchise owners achieve their dreams. His proven process has successfully launched over 500 franchises through his free matching service. With a focus on financial freedom and escaping corporate monotony, Patrick combines empathy, insight, and logic to guide individuals toward intelligent decisions and successful business ventures.

Clive began his professional career as a corporate transactional lawyer with a Wall Street law firm headquartered in NY, with assignments in Menlo Park, CA and Hong Kong, China. He spent six years as in-house counsel, in a variety of roles, with the then biggest pharmaceutical company in the world, before transitioning into the compliance space where he ultimately served as the chief compliance officer for a Belgian biopharma’s Americas business. After twenty years of corporate life, Clive made an entrepreneurial pivot full-time into the world of commercial real estate where he is currently focused primarily on the acquisition, ownership and operation of large-scale multifamily communities and is a general partner with over $135M of assets under management. Additionally, he and a partner are currently developing a 90 acre mixed use parcel in Chattahoochee Hills, GA due to break ground Summer 2023. Clive has been investing in and self-managing his real estate investments since 1999 and is currently invested in over 2,000 multifamily doors and 317 hotel keys. Clive has been a regular on the multifamily podcast speaker circuit and is also a regular panelist and meetup guest sharing his passion about real estate and its connection to the creation of generational wealth. In 2019 Clive became a National Apartment Association (NAA) certified apartment manager (CAM). He holds a Juris Doctorate from the Columbia University School of Law and is admitted to practice in New Jersey, New York, and before the Court of International Trade. He holds a M.A. from SUNY at Albany and a B.A., with high honors, Rutgers University.

DJ McClure is the VP of Sales & Business Development at National Flood Experts (NFE), driving strategic growth through partnerships and tailored costsaving solutions. NFE’s achievements include consecutive appearances on the Inc. 5000 list and recognition on the Tampa Bay Business Journal’s Fast 50 list. With a commitment to innovative flood insurance solutions, NFE has saved clients over $15 million in premiums and added nearly $300 million in property value. Supported by a team of experienced professionals, NFE is dedicated to providing nationwide clients with education, guidance, and optimal solutions.

DJ McClure is the VP of Sales & Business Development at National Flood Experts (NFE), driving strategic growth through partnerships and tailored costsaving solutions. NFE’s achievements include consecutive appearances on the Inc. 5000 list and recognition on the Tampa Bay Business Journal’s Fast 50 list. With a commitment to innovative flood insurance solutions, NFE has saved clients over $15 million in premiums and added nearly $300 million in property value. Supported by a team of experienced professionals, NFE is dedicated to providing nationwide clients with education, guidance, and optimal solutions.

A real estate investor for over a decade with control over 10,000+ units, Lane Kawaoka is the owner of CrowdfundAloha.com, implePassiveCashflow.com, and ReiAloha.com. As a Licensed Professional (PE) Civil/Industrial Engineer with an analytical engineering background, Lane has real world experience in working as a project manager for over $250 million dollars of capital construction projects in both the public and private sector. After working as a high paid professional in Corporate America, Lane became frustrated by the traditional wealth building dogma. This experience motivated him to inspire and mentor other working professionals via his Top-50 Investing podcast at SimplePassiveCashflow.com, and develop the HUI Deal Pipeline Club. SimplePassiveCashflow.com guides accredited and sophisticated investors who are looking for diversification and better returns outside of traditional investments such as mutual funds and stocks.In his HUI Deal Pipeline Club, Lane invests alongside investors and co-signs on the debt. As a group they invest in Class C & B Multi-Family Apartments, RV Parks, mobile homes, and hotels. Discussed in this episode • Building a Passive Rental Portfolio While Working a Full-Time W2 Professional Job • Emergency Fund 2.0: Creating an Opportunity Fund with Liquid Investments & Infinite Banking • Transitioning from Rental & Other Income into Real Estate Syndication • How to Strategically Take Out Your 401K/Retirement Funds by Managing Your AGI

■Entrepreneur since the age of 18

■Assets under management include: New Mexico, ABQ / 30 units / June-2022 Oklahoma City, OK / 16 units / Feb-2022 New Mexico, Las Cruces / 40 units / July-2022 Arizona, Casa Grande / 12,000 SQFT Retail / Dec-2021  Blessed to have acquired over $9M worth of real estate before 25

■Founded From Trial to Triumph podcast and has interviewed notable guests who are leaders in their own fields

■ His mission is to be a faith-based professional, committed to investors, and building relationships

It is my pleasure to be interviewing Tom Zeeb, who is a very accomplished real estate entrepreneur, author, trainer. And Tom’s been in the business for quite some time. In fact, he got started way back in 2001 after a personal, scary epiphany, which I definitely want to hear about. So it was a near life near-death experience that kind of shook him up, got him rethinking about what he wanted to do with his life and got him started on the path of real estate. So. Tom, welcome to the podcast. During this podcast, we discussed: The #1 thing stopping you from getting more deals How Solid negotiating Can Make A Huge Difference Negotiating Tips You can Test Right Now How Do You Beat The Fear Of Getting Started? and more.....!

I had the opportunity to interview Fred Moskowitz. Fred continues to passionately share valuable information with details and with sound business ethics. Creating a community that fosters individual and collective growth in the realm of financial freedom is certainly an art, one in which Fred is planting many seeds. Fred has positioned himself as an authority on investing in alternative assets and on building wealth using Self-Directed IRA accounts. Fred combines a 15 year career devoted to entrepreneurship and investing with a mission to helping people attain a higher level of financial literacy, resulting in the perfect combination of wisdom and experience providing value to aspiring investors from all walks of life.

Fred is a note investor and a best selling author who has trained countless investors from all walks of life on how to create passive income streams of their own. In the note industry, Fred manages a mortgage note investment fund and is considered an industry veteran within the note investing arena. Fred is an advocate for spreading awareness about self directed investing and enjoys teaching investors how to accelerate their financial growth using self directed investment vehicles such as self-directed IRA’s and self-directed HSA’s.

In 2002, Mark started Members 1st Federal Credit Union’s business lending program as “one person and a desk” with no policies, products, staff, systems, or business members. That program grew to be one of the top ten in the nation.

In 2012, he took on the challenge of being the CEO of a business lending CUSO. Mark was the fifth CEO in five years for the organization, which lost money every month of its existence. Since joining MBFS, Mark increased the number of credit unions the CUSO services by over 8x, grew the revenue by , and 10x, and ensured positive cash flow every full year he’s been at the CUSO. More importantly, MBFS has helped countless credit union members gain the financing they need for business and investment needs.

Mark is a native of Berwick, PA in northeast Pennsylvania, where he was a member of his high school’s nationally ranked and state championship football team. After high school, Mark hung up his cleats to work for the Penn State Nittany Lions full-time as a student assistant while attending Penn State as an undergrad. During this time Penn State transitioned to the Big Ten and culminated in Penn State’s first Big Ten Championship and a trip to the Rose Bowl. Mark remains an avid Penn State supporter. Today Mark lives in Bucks County, PA outside of Doylestown with his wife and two teenagers.

Today’s guest is Travis Baucom, the founder, and CEO of Balcomie Capital. Balcomie Capital is a boutique firm for high-net-worth and high-income individuals that specializes in a seldomly invested but well-known property type that performs better than most others. Having started his journey in private markets back in 2012, Travis has successfully been involved with over $55 million in AUM through acquisition, development, repositioning, disposition, asset management, and strategic planning. Welcome to the show, let’s get started

Chris Prefontaine is the four-time best-selling author of Real Estate on Your Terms, The New Rules of Real Estate Investing, and Sell With Authority for Real Estate Investors. He’s also the founder and chairman of the Wicked Smart companies and host of the Smart Real Estate Coach Podcast. Chris has been in real estate for over 31 years. His experience ranges from constructing new homes in the 1990s and owning a Realty Executive Franchise to running his own investments (commercial & residential) and coaching clients throughout North America. After the crash of 2008, Chris reengineered his entire business to weather all storms and economic cycles. Understanding these challenges, he helps students navigate the constantly changing real estate waters. Today Chris and his family and team run their own creative financing business and are still in the trenches every day. Their main focus is helping students across North America plan their escape from their W-2 jobs by getting in the trenches and doing deals with them. They’ve completed over $100 million in transactions

Dave Wolcott started his career by serving the country as a Captain in the Marine Corps. In 2000 he and his wife brought triplets into the world which inspired him to challenge traditional financial planning advice. Today, Dave is an author, podcast host, and the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market.

Dr. Eric Francom attended dental school in the inaugural class of  Midwestern University. After dental school, Eric owned and operated  four dental practices- three he started from scratch- and sold them to a  private equity group.  

After increasing his net worth four times since the sale of his practice,  and increasing his passive income from $7k to over six-figures per  month, Eric wanted to share his knowledge and teach others how  to do the same. He now manages his wealth and investments in  commercial real estate, private equity, and VC funds. Eric also coaches  and guides his clients to achieve complete financial freedom through  passive investments with “Infinite Freedom”, his private-coaching and  Mastermind platform at www.EricFrancom.com. He connects members  to high-performing investments and coaches them on passive income to  facilitate a dream lifestyle. 

Eric served in the US Army National Guard for  10 years and proudly serves as a mentor to the Harvard Business School.

Ever since I graduating from college and begining his corporate working life Harold quickly realized that "If you're not building your own business, you are building someone else's business" and that all he ever wanted to be was an entrepreneur.  Harold's passion and business are to help individuals and families start and build their business/es, plan, protect, business succession, and retirement planning.   Harold has 20+ years in the real estate brokerage and financial services industries including customer service, sales, investing, and lending. His specialties include analyze business profit and loss, balance sheets, credit reporting, asset management, and asset divesting. Additionally, he work with small business owners on employee benefits selection and implementation.

Joey Mure is Co-Founder and Partner at Wealth Without Wall Street, an  online community that seeks to re-educate business owners & families  on how money truly works. Wall Street is not just a street in NY, NY that  puts Americans’ money at risk but it is also a commonly taught mindset.  Wealth Without Wall Street exists to help people who WANT to become  Financially Free, without ever having to invest through Wall Street or  becoming debt free.

In this episode we covered:

• What is Investor DNA and Why You Should Only Invest When  Following Yours 

• Debt Freedom does not equal Financial Freedom 

• 401(k)’s are the Worst Vehicles for Financial Freedom. 

• Is Infinite Banking a Scam? Cash Is King but Needs a New Throne.  What is the Biggest Obstacle to Financial Freedom? 

• How Did You Grow Your Passive Income from $2500 per month to  over $50k per month in two years?

Paul Neal is the founder and Principal Funding Strategist at Vantage  Point Commercial Capital, which focuses on helping entrepreneurs  and real estate investors win by funding their growth and dreams in  non-traditional ways.  

In this episode we covered:  

• Why you need a lending partner on your team 

• Why the bank is not your friend 

• How to get the capital you need to grow 

• Understanding The Three Legs of the lending stool 

• How to buy out your partner  

• Why The Entrepreneur is the Hope of the World 

• How and why to own the building you rent, and for less than you’d  think

Today’s guest, Curtis May, is the host of The Practical Wealth Show Podcast and  the creator and owner of Practical Wealth Advisors. Curtis has been planning  for individuals for more than 35 years, and he is passionate about helping his  clients save money and live the very best life they can right now. The primary  focus of his financial planning firm is to help individuals and families become  financially free by following the principles of wealth creation that have endured  for centuries around the world. 

Topics discussed in the episode:

• Tell Your Money Where To Go Instead of Asking Where It Went Principle  Based Planning 

• The difference between the accumulation theory and the velocity of  money strategy 

• The 5 Principles of Personal Finance • How privatized banking can create more velocity 

• What is a wealth coordination account? 

• The 4 components of the ideal financial plan 

• The 4 rules of traditional banks and Wall Street and why they work  against you 

• What are the 3 Rules of investing?

Jordan Isham is the co-founder of My Tennessee Home Solution, a  United States Military Academy at West Point graduate, and currently  serves as an Infantry Officer in the Army. He is passionate about using  the wealth generated from real estate to serve as a force for Good in  the world, fueled by his faith in God and intimacy with Jesus.  

In this episode we discussed:  

• Balancing a W2 job while starting a business (and how he turned a  side hustle into a business with full-time employees)  

• Systems and leadership needed to run a small (and largely all  virtual) business 

• Why real estate investments will continue to provide  unprecedented returns 

• How to syndicate a multi-million dollar property and build the  team necessary for commercial investing 

• Building your team and culture: a matter of who, not how

With us today is Brandon Cobb, CEO at HBG Capital and an expert real  estate consultant and investor. He has been featured in REI Wealth  Magazine and Forbes. He’s here to share some actionable advice about  using Real Estate Investing as a way to create passive income, how to  hire A+ rockstars, and systems and processes you can use to grow your  business.  

In this episode we discussed:   

• What are Recession Resistant Assets? Prove it! 

• How to “simplify” and conduct expert level due diligence as a  passive Investor 

• Building homes systems and processes 

• Building a business systems and processes 

• SALES, SALES, SALES, SALES ,SALES. Let’s talk about selling!  

•How to hire A+ rockstars on your team!

Founder of AllCity Adjusting, a licensed public  adjusting firm, Andy Gurczak immigrated to  America from Poland with his family at the age of  nine. After working in the construction industry–  more specifically fire restoration, Andy discovered  his true calling: public adjusting. This discovery was  largely thanks to Herb Johnson, the first African  American public adjuster in Illinois, who took Andy  under his wing. Andy grew up with the family motto, “if you’re going  to do something, do it right, or don’t do it all,” and  carries that sentiment into his business. AllCity  Adjusting’s unique team structure allows them to  maximize their individual expertise and experience.  This grants them the ability to move a claim quickly,  efficiently, and always with the same outcome: max  settlement for the insured.  Over the last decade, Andy has not only protected  thousands of people from being defrauded, but also  helped them receive more money than what their  insurance initially offered. In one instance, a client  had his business burn to the ground and was  originally quoted $3,000 dollars from his insurance  company. With Andy’s help, he received over  $600,000 and was able to properly rebuild and  restart his business. Passionate that no one should be discriminated  against because of their gender, race, or any other  reason, Andy works hard to make sure his clients get  what they truly deserve from their claims.

In this episode, we covered:

•Who benefits using a public adjuster?

• What kind of claims can a public adjuster help with?

• Is using a public adjuster a good idea?

• How much do public adjusters charge?

• What does a public adjuster do?

• What is a public adjuster

Yannik holds experience in real estate syndication and asset management. He began managing commercial real estate by trade as an Asset Manager for both retail and institutionally-capitalized real estate private equity firms with over $1.5B+ in AUM.  Prior to real estate, Yannik played in the National Football League (NFL) and retired in 2017. Yannik currently oversees the asset management and private equity capital. Yannik holds a B.S. in Kinesiology from the University of Maryland, College Park (14').  Asset management, investment modelling, and construction management. Supporting 3rd-party property management, in-house management and overseeing the financial performance of multi-disciplinary commercial real estate portfolios of Multifamily, Office, Retail and Industrial. MICP designation (Masters in Commercial Property). CCIM candidate (Certified Commercial Investment Member).

Today’s guest, Jacob Vanderslice, is Principal at VanWest Partners, a  Denver-based real estate investment firm focusing on the acquisition  and management of self-storage centers and other opportunistic real  estate throughout the United States. VanWest has established a track  record with over $195mm in real estate assets. Jacob and his partners’  success is driven by a commitment to delivering an expertly-executed,  adaptable strategy with an institutional investment approach. 

In this episode we discussed:

 • Investing in self-storage during an economy of change 

• How creating a Storage Fund can scale your portfolio 

• How to pick the right location 

• Self Storage and Retirement  

• How to compete with REITs

• Using your self-directed IRA as a diversification vehicle to invest in  real estate

Today’s guest is known as “The Land Geek.” Mark Podolsky is widely considered to be the country’s most trusted and foremost authority on buying and selling raw, undeveloped land. Today, Mark will share his journey into the world of buying, selling, and leasing raw land as an investment. He has actively invested in real estate and raw land for almost twenty years, and has completed over 5,000 unique transactions in that time.  

Today we discussed:  

• 5 reasons you should be creating passive income in raw land investments 

• How you can leverage systems and automation to simplify and scale your  real estate business 

• A tried-and-true plan to create freedom and flexibility (and fire your boss) 

• 3 ways to free yourself from solo economic dependency

Joining us today is Zack Boothe, host of the Driving For Dollars Mastery podcast,  where Zack shares his insider secrets to finding massively discounted properties  regardless of experience level. Zack went from a successful window cleaner to  an even more successful millionaire, real estate investor. With his constantly  growing business, he now spends his time helping others see how simple it is to  make money with real estate. Zack built a dream real estate business…and he’s  to show you how you can too. 

In this episode we discussed:

• 40 Day Real Estate Challenge – 
• How Zack Turned $1K Into $40K 
• Lesser Known Strategies To Find Discounted Properties 
• From Purchase To Exit: How To Get the Most From Your Investment 
• Common Mistakes To Avoid When Making Your First Real Estate Investment 
• Zack’s Incredible Journey From Window Cleaning Guru to Successful Real  Estate Investor

Marc, a successful entrepreneur, is a leader in a variety of industries and owns four prospering companies in Florida. He thrives as a financial mentor and belongs to an exclusive group of top insurance professionals under the Bank on Yourself brand. Since joining this elite group, Marc has been named Producer of the Year, 3x Top Five Producer of the Year, 4x Top Ten Producer of the Year. He is co-author of the #1 Amazon bestseller The Secret to Lifetime Financial Security. Over the years, Marc has helped hundreds of clients take control of their finances and reach their financial goals without taking unnecessary risks. That’s why his clients think of him as their “secret weapon”, helping them build and safeguard their wealth.  

Marc is founder of Top Wealth Agenda and started his business following the 2008 financial crisis when he was compelled to teach others how to avoid financial losses and hardships by using properly designed insurance strategies to provide multiple benefits for families and business owners.  

In this episode we discussed:  

- Put Your Money to work before you spend it 

- Pros and Cons of Qualified Plans 

- Differences between Saving and Investing 

- Capital attracts Opportunity 

- How stable is your financial pyramid? 

- How to avoid financial stress and all the noise

Spencer Hilligoss is the CEO & Co-Founder of  Madison Investing, a real estate investment firm  specializing in real estate syndications. As a passive  investor and active syndicator, he understands the  unique challenges that busy professionals face when  starting out on their REI journey. Spencer’s mission is to  arm investors with the know-how they need to make  confident investment decisions tailored to their individual  life goals

Prior to pivoting to real estate, Spencer held several  executive roles in the financial technology industry,  including positions at Intuit and Gusto—forging a  13-year track record of building high-performing teams  across five companies (three of which were valued at  over $1B). Throughout his career, one thing has  remained consistent: his ability to keenly focus on  professional development- helping teams and  individuals reach their full potential. Spencer is a member of the 2021 Forbes Real Estate  Council and has been featured in publications such as Business Insider. When he’s not shifting the way people  think about investing, you can find him listening to  metal, adding to his tattoo collection, and jogging  through the Bay Area with his wife and two sons. Ask  him about the time he played onstage in San Francisco  at the Vans Warped Tour

In this episode we discussed:

• Wealth Preservation & Planning Your Legacy 
• The Intersection of Personal and Professional Development 
• Declining Executive Roles to Build Your Own Financial Moat 
• Real Estate Syndication From A to Z 

Charley has been a CPA since 1990, and received his MBA from the University of Maryland and his undergrad from the University of Texas.  He began his career in Big Six auditing with KPMG Peat Marwick, then segued into industry as a financial leader for public and privately held companies.  His tax practice focuses on real estate investors and transactions specializing self-directed IRAs, 1031 exchanges, multi-year forecasting, focusing on Real Estate Professional status and utilizing passive losses.   He’s also been working the past fifteen years as a virtual CFO.  His current CFO clients are Service Dogs, Inc, The Daily Dot, Austin Living Landscape, and several Real Estate Investment Groups.

With us today is Heather Dreves, the Director of Funding at Secured Investment Corp and fund manager with, one of the fastest growing companies in the private money marketplace in the US, focusing on residential real estate investments.  Heather is passionate about helping self-employed entrepreneurs and their  families build wealth and succeed in their business ventures and helping investors deploy capital that is looking for a high yielding passive investment backed by residential real estate.. She has seen real estate investors succeed and fail and is committed to tipping the scale to the side of success for everyone she can. 

In this episode we discussed: 

• A Beginners Guide to First Lien Position Notes and How To Invest in Them 

• The Future of Residential Real Estate Markets 

• Investing through self-directed IRA’s and 401k’s 

• Invest in Real Estate without the The Real Estate Hassle 

• Why Real Estate Funds Are One of the The Best Alternative Investments You Can Make

Jim Remley is a nationally recognized expert in the field of residential real estate. Entering the real estate industry at the age of 19 he began an unlikely rise from college drop out to real estate Rock Star by becoming ranked in the top 1% of REALTORS® nationwide. Implementing game changing strategies and deploying the latest technology advances Jim shattered sales records by listing over 150 properties in one twelve month period. At 24 he opened his first Real Estate Company and grew the company to 17 offices becoming the largest independent real estate company in the State of Oregon. 

 Discussed in this episode:

-The Friction  Factor-Creating Deeper Connections in a Digital World

-Merchandising Listings-How to Price, Package, and Position Listings to Sell Quickly

-The Lead Bomb-The Coming Online Lead Collapse & What to Do About It

-10 Minutes to Kill-How to Nail Your Next Listing or Buyer Presentation 

-1000 True Fans- Sphere of Influence Strategies of Real Estate Superstars 

-The Language of Influence - How to Motivate Buyers and Sellers to Take Action

-How to Build Brand Loyalty, Visibility, and Buzz

Matthew Baltzell is the former host of Real Estate Journeys, a Top 400 Business Podcast, and is a real estate investor with a portfolio of 743 units and 4 years of asset management experience. With his vast experience in podcasting and real estate, he founded Elite Podcast Bookings, a company specializing in helping real estate investors attract more capital and become thought leaders.

In this episode we discussed:

• The Four Habits of Highly Successful Capital Raisers
• 3 Things You Should Never Do As A Podcast Guest
• How To Attract Capital Like A Boss with Podcasting
• 4 Unusual Ways To Leverage Your Real Estate Business

Damion Lupo is a professional real estate investor, serial  entrepreneur (started 50+ companies), and best selling author of  11 books. He’s a four-time college dropout, who actually got  thrown out of one of the schools for opening a bookstore in his  dorm room, putting the official store into bankruptcy.  

Damion became a multimillionaire by age 25 and then lost his  $20 Million empire by age 30. After what would have been a  crushing defeat for many, Damion rebuilt his entire fortune. He  totally reinvented himself and his business, and today lives inside  a mission to Free a Million People from Financial Bondage. 

He bought his first rental house with a VISA, which snowballed  into owning 150 rental houses in 7 states in less than 5 years.  

Eventually, Damion founded Total Control Financial in 2010 to  help people achieve financial freedom. His company focuses on  qualified retirement plans which are much more flexible than  IRA’s or 401k’s. The main goal of Damion’s company is to take  money out of Wall Street and put it into Main Street’s hands.

RJ Burr, 46, is a third generation producer of American  oil. Born into the industry, Mr. Burr was on his first  location before he could walk and has been fascinated  by the production of oil his entire life. Within 3 months of graduating high school, Mr. Burr funded his first partnership  and never looked back. RJ is the Sr. VP Corporate Operations  at Panex. With a main focus on the Gulf Coast, Mr. Burr’s  companies have raised and deployed over $300 million in  upstream development and have partnered with some of  the largest oil and gas companies, namely Shell, BP, and  Marathon, to develop several million barrels in reserves.

As a successful Vice President with 47+ years in the attractions and entertainment industry, K Trevor spent the past 20 years working for iFLY Indoor Skydiving, which grew from 1 location to 80 worldwide. As an accredited investor, LP in 18 (15 active) – GP 1 syndicated deals and over the past few years, has become deeply passionate about learning about Real Estate Investing. Being an avid learner, continually connecting with as many like‐minded people and loving being on various podcasts or panelist for events, Trevor is actively looking for multifamily properties as GP/Asset Manager/Boots on Ground in TX.

In this episode, we talk about his methods for building his growing portfolio, and the mindset necessary to avoid the mistakes and pitfalls in the industry.

Joining us today is Zack Boothe, host of the Driving For Dollars Mastery podcast,  where Zack shares his insider secrets to finding massively discounted properties  regardless of experience level. Zack went from a successful window cleaner to  an even more successful millionaire, real estate investor. With his constantly  growing business, he now spends his time helping others see how simple it is to  make money with real estate. Zack built a dream real estate business…and he’s  to show you how you can too.

With a background in corporate finance and 25 years of real estate and investment experience, Tom brings extensive experience to Belrose Asset Management. Taking the company from start-up to world-class organization, Tom has specialized in discounted asset opportunities nationwide since 2006. His financial savvy, open communicative manner and integrity have seen him help alternative investors achieve their wealth-building goals.  ​

As a dedicated mentor to investors and entrepreneurs, Tom has also taught classes on real estate and mortgage note investment at the CAMA Academy along with Belrose Asset Management co-founder Joe Downs. 

​A graduate of the University of Delaware, Tom earned his MBA at the College of William and Mary.

For over 35 years, Tim Redmond has been growing highly successful businesses including his work at PriceWaterhouseCoopers, growing a software company from 2 to 400 employees then selling it to Intuit, Inc., and helping thousands of business owners gain time and financial freedom. 

Tim is also an author and speaker throughout the world whose leadership maxims have been featured in John Maxwell’s 21 Irrefutable Laws of Leadership. Tim also runs a non-profit, Redmond Leadership Institute, that trains pastors, business leaders, and government officials in developing countries. Tim works with all kinds of business owners with a variety of beliefs. For those who request it, he provides a Biblical framework around every Growth Principle he implements. 

Tim is madly in love with his hot wife Sandy and his 4 above average children. He is a wicked harmonica player. Tim also loves reading, playing tennis and chasing his wife around beautiful resorts

Trailer for Episode 42 - Tim talks about his perspective of how a failure or perceived failure, actually allowed him a greater success later?