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In this episode of INVESTOR CLUB ROUNDUP SHOW host Joey Romero sits down with REIA leaders Lisa Hoegler (LA South REIA), Larry French (CV REIA), and Dan Redig (SDCIA) for a dynamic roundtable discussion. They share how their clubs have adapted in a changing market—from flipping to finance, lunch meetups to online events, and a growing focus on ADUs. Tune in for valuable insights on local real estate trends, the power of investor communities, and how education is evolving across California’s REIA landscape.
For more information on this month’s featured clubs and speakers, please see below:
LA South Real Estate Investors Association
San Diego Creative Investors Association
Coachella Valley Real Estate Investors Association
In this episode:
Joey Romero introduces REIA leaders Lisa Hoegler (LA South REIA), Larry French (CVREIA), and Dan Redig (SDCIA)Lisa Hoegler shares LA South REIA’s shift from flipping to finance and economicsLarry French discusses CVREIA’s monthly meetups and local market focusDan Redig highlights SDCIA’s hands-on approach and ADU trends in San DiegoREIA leaders reflect on club growth and adapting to market challengesLocal real estate investing opportunities unique to LA, Central Valley, and San DiegoThe role of community support and education in investor successImportance of dynamic speakers and staying connected through evolving formatsThe Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.
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In Part 2 of our conversation with Hannah Kesler of The Money Multiplier, we dive deeper into the mindset behind financial freedom. Hannah breaks down the importance of paying yourself first, managing cash flow, and how the Infinite Banking Concept supports long-term wealth. She shares powerful stories from the field, discusses her book The Single Millionaire Chick, and opens up about working with family, overcoming business challenges, and creating generational wealth. Plus, she offers practical advice for new investors and shares details about her upcoming events.
Hannah Kesler is a second-generation educator of the Infinite Banking Concept—a wealth-building strategy she passionately teaches alongside her father across the country. Mentored from a young age on how money truly works, Hannah began implementing the Infinite Banking Concept at just 18 and entered the real estate world by 20. With a vision to build a real estate empire and launch her own fashion line, she’s leveraging this powerful financial strategy to turn her dreams into reality. Based in Daytona Beach, Florida, Hannah embraces #vanlife with her cat, enjoying live music, dancing, and outdoor adventures when she's not helping others take control of their financial future through becoming their own banker.
GET HER eBOOK HERE: The Single Millionaire Chick by Hannah Kesler
In this episode:
Introduction to the Money Multiplier and why understanding how money works is key to financial freedomThe importance of paying yourself first and mastering cash flow managementHannah shares impactful stories and her passion for teaching financial literacyBehind the scenes of Hannah's book, The Single Millionaire Chick & The Companion and her writing journeyInsights on working with family and navigating business challengesBuilding generational wealth through intentional financial educationPractical advice for new investors looking to take control of their financesA look at Hannah’s upcoming events and where to learn more about Infinite BankingThe Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.
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Saknas det avsnitt?
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In this episode, financial educator and real estate investor Hannah Kesler shares her journey as a second-generation advocate of the Infinite Banking Concept. From being mentored in financial literacy as a child to teaching the Money Multiplier method across the U.S., Hannah explains how this strategy helps individuals build and preserve wealth. She also discusses her early start in real estate, the power of strategic debt, and the critical role family and community play in achieving financial independence. Whether you're new to wealth-building or looking for smarter ways to grow your assets, this episode offers practical insights to help you take control of your financial future.
Hannah Kesler is a second-generation educator of the Infinite Banking Concept—a wealth-building strategy she passionately teaches alongside her father across the country. Mentored from a young age on how money truly works, Hannah began implementing the Infinite Banking Concept at just 18 and entered the real estate world by 20. With a vision to build a real estate empire and launch her own fashion line, she’s leveraging this powerful financial strategy to turn her dreams into reality. Based in Daytona Beach, Florida, Hannah embraces #vanlife with her cat, enjoying live music, dancing, and outdoor adventures when she's not helping others take control of their financial future through becoming their own banker.
GET HER eBOOK HERE: The Single Millionaire Chick by Hannah Kesler
In this episode:
Meet Hannah Kesler, second-generation advocate of the Infinite Banking Concept and passionate financial educator.Learn how Hannah transitioned from being mentored as a child to teaching financial independence and speaking nationwide.Discover Hannah’s early entry into real estate at 20 and how she leverages wealth-building strategies to fuel her personal and professional goals.Explore the Money Multiplier method, rooted in the Infinite Banking Concept, and how it empowers individuals to recycle and recapture their own money.Understand the practical applications of Infinite Banking for managing debt, increasing liquidity, and building long-term wealth.Gain insights into how strategic debt and disciplined cash flow management can support generational wealth.Hear Hannah’s perspective on the importance of family, mentorship, and community in achieving financial success.The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.
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In the second part of our interview, Craig Evans and Jordan Levine explore the Federal Reserve’s approach to inflation, the risk of stagflation, and how rising interest rates are impacting market volatility and unemployment. They also examine the economic effects of tariffs, shifting housing market trends, and the growing burden of insurance costs on home affordability. The conversation highlights concerns from realtors, ongoing policy advocacy efforts, and ends on a hopeful note with a cautiously optimistic outlook for the economy in 2025.
Jordan Levine is the SVP and Chief Economist at C.A.R., where he leads housing market research, economic analysis, and policy insights for over 190,000 real estate professionals. With a strong background in both public and private sectors, Jordan is known for translating complex data into practical insights. His work supports informed decisions across California’s evolving real estate landscape.
In this episode:
Inflation vs. Unemployment: Jordan Levine shares insights on why the Fed may prioritize inflation control over rate cuts, even at the cost of higher unemployment.Market Volatility and Monetary Policy: How shifting Fed policies are influencing stock market trends and investor confidence.Tariffs and the U.S. Economy: Exploring the economic ripple effects of tariffs and trade policy decisions.Housing Market Insights: Current housing trends, buyer behavior shifts, and affordability challenges in a changing economy.Insurance Market Disruptions: Craig Evans and Jordan Levine discuss how soaring insurance premiums are impacting homeowners and housing affordability.Realtor Concerns and Policy AdvocacyLooking Ahead to 2025: Reasons for optimism and what to expect from the economy and real estate market in the coming year.The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.
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On this week's show, host Craig Evans is back and he sits down with Jordan Levine, Senior Vice President and Chief Economist at the California Association of REALTORS®. They discuss California’s 2025 housing market outlook, the impact of rising interest rates, and how affordability challenges are shaping buyer behavior. Jordan also highlights key trends, the importance of policy in addressing housing supply, and what investors should be watching in the months ahead.
Jordan Levine is the SVP and Chief Economist at C.A.R., where he leads housing market research, economic analysis, and policy insights for over 190,000 real estate professionals. With a strong background in both public and private sectors, Jordan is known for translating complex data into practical insights. His work supports informed decisions across California’s evolving real estate landscape.
In this episode:
Craig welcomes Jordan Levine, SVP & Chief Economist at California Association of REALTORS® Impact of interest rates on sales and affordabilityCurrent housing market performance & key trendsAffordability index insights for buyers and investorsOngoing housing challenges and policy solutionsGrowth of ADUs and housing supply updatesWhat to expect next in California real estateThe Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.
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In this episode of the Investor Club Roundup, Joey Romero chats with Kaaren Hall of OCREIA and Derek Harms of NSDREI. They explore their clubs’ missions, meeting formats, and how they're helping investors navigate today’s shifting market. From self-directed IRAs and assisted living to local real estate trends in Orange County and San Diego, this episode offers valuable insights, strategies, and the power of community in real estate investing.
For more information on this month’s featured clubs and speakers, please see below:
Orange County Real Estate Investors Association
North San Diego Real Estate Investors Association, Inc
In this episode:
Unique audience questions answered by industry experts Kaaren Hall and Derek HarmsInvestor concerns about rising interest rates and housing affordability in today’s marketIn-depth look at San Diego & Orange County's real estate market dynamics and regional trendsThe importance of networking, mentorship, and community in investor successHow the recent stock market downturn is influencing real estate investment decisionsWhy real estate remains a resilient alternative asset during economic uncertaintyThe Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.
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In this episode of the Investor Club Roundup, Joey Romero chats with Kaaren Hall of OCREIA and Derek Harms of NSDREI. They explore their clubs’ missions, meeting formats, and how they're helping investors navigate today’s shifting market. From self-directed IRAs and assisted living to local real estate trends in Orange County and San Diego, this episode offers valuable insights, strategies, and the power of community in real estate investing.
For more information on this month’s featured clubs and speakers, please see below:
Orange County Real Estate Investors Association
North San Diego Real Estate Investors Association, Inc
In this episode:
Meet the guests: Kaaren Hall of uDirect IRA and Derek Harms of North San Diego Real Estate Investors (NSDREI)Introduction to OCREIA and NSDREI: Mission, community, and core values
Real estate meeting schedules and investor demographics in Orange County and San DiegoKey differences between investing in Orange County vs. San Diego real estate marketsLocal investment strategies tailored to Southern California real estate opportunitiesWhy join a local REIA: Networking, education, and market insightsThe Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.
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In this episode of The Norris Group Real Estate Podcast, host Joey Romero chats with creative finance expert Andy Teasley. They discuss Andy’s journey into real estate, his passion for teaching others creative deal structures, and how investors can leverage tools like financial calculators to build win-win deals. From mobile homes to note creation, Andy shares real-world examples and strategies that highlight the power of thinking outside the traditional real estate box.
Andy Teasley is a seasoned entrepreneur and real estate investor with over 40 years of experience. A passionate educator, he mentors new investors, encourages REIA participation, and publishes “The Weekly What If?” newsletter. Specializing in mobile home flipping and single-space mobile home parks, he also teaches financial calculator courses. A California native, Andy continues to invest, educate, and support the real estate community.
In this episode:
How Andy Teasley got started in real estate investingThe role of creativity in structuring profitable dealsThe value of financial calculators in deal analysisTips for teaching and mentoring new investorsThe power of seller financing and note creationWhy mobile homes offer untapped opportunitiesInsights from Andy’s experience with investor clubs and community buildingThe Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.
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In this episode of The Norris Group Real Estate Podcast, host Joey Romero sits down with Andy Teasley to discuss creative financing strategies, investment opportunities, and the current state of the real estate market. Andy shares his insights on how investors can adapt to market shifts, leverage seller financing, and build long-term wealth through real estate. Whether you're a seasoned investor or just starting, this conversation provides valuable knowledge to help you navigate today’s evolving market.
Andy Teasley is a seasoned entrepreneur and real estate investor with over 40 years of experience. A passionate educator, he mentors new investors, encourages REIA participation, and publishes “The Weekly What If?” newsletter. Specializing in mobile home flipping and single-space mobile home parks, he also teaches financial calculator courses. A California native, Andy continues to invest, educate, and support the real estate community.
In this episode:
Andy Teasley’s background and experience in real estate investingThe importance of creative financing strategiesHow to leverage seller financing in today’s marketKey market trends and their impact on investorsAdvice for new and experienced real estate investorsCommon mistakes to avoid when structuring dealsPredictions for the future of real estate investingThe Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.
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This week, The Norris Group Real Estate Podcast is introducing a new segment featuring owners and leaders from investor clubs, REIAs, and Meetups. They will share insights on current real estate trends, effective strategies in their markets, and updates on upcoming speakers and events.
Our goal is to foster collaboration, exchange best practices, and provide valuable insights into the real estate investment world.
This week’s guests include Christina Suter from Pasadena FIBI, Mitch Craighead from NorCal REIA, and Rich Rice from the FIRE Center.
For more information on this month’s featured clubs and speakers, please see below:
FIBI Pasadena
The FIRE Center
NorCal REIA
In this episode:
Impact of Market Turmoil on Real Estate: How economic fluctuations are shaping today’s real estate market.Economic Uncertainty and Its Effect on Investors: Understanding risks and opportunities in an unpredictable economy.Expert insights on getting started and navigating market challenges.Key Indicators to Watch: Critical trends and data points that signal market shifts.Real Estate Outlook for 2025: Predictions on market conditions, interest rates, and investment opportunities.Investor Club Information & Contacts: How to connect with top real estate clubs, REIAs, and Meetups.The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.
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This week, The Norris Group Real Estate Podcast is introducing a new segment featuring owners and leaders from investor clubs, REIAs, and Meetups. They will share insights on current real estate trends, effective strategies in their markets, and updates on upcoming speakers and events.
Our goal is to foster collaboration, exchange best practices, and provide valuable insights into the real estate investment world.
This week’s guests include Christina Suter from Pasadena FIBI, Mitch Craighead from NorCal REIA, and Rich Rice from the FIRE Center.
For more information on this month’s featured clubs and speakers, please see below:
FIBI Pasadena
The FIRE Center
NorCal REIA
In this episode:
Introduction to the Investor's Club Podcast: Highlighting local real estate clubs, industry strategies, and insights from experienced investors.Joey Romero welcomes Christina Suter (Pasadena FIBI), Mitch Craighead (NorCal REIA), and Rich Rice (FIRE Center).Investor Demographics: Understanding the backgrounds and profiles of investors attending club meetings.Educational Focus: Insights into the topics and strategies clubs prioritize to educate their members.Exploring upcoming events and notable guest speakers.Dream Speakers: Guests share their ideal speakers and why they would add value to the clubs.The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.
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With over a decade of experience, Army Veteran and West Point graduate Patton Gade is a top expert in military lending. As the National Director of Military Lending at UMortgage and the #1 Scotsman Guide Ranked VA Loan Originator, he’s dedicated to educating veterans and industry professionals on the benefits of VA loans. Patton leads a team of VA experts, working to expand homeownership opportunities for military members while breaking down common misconceptions. Passionate about service, leadership, and education, he’s a trusted advocate for veterans navigating the mortgage process.
In this episode:
Understanding VA Loans and Their Key BenefitsFinancial Qualifications and Credit Score RequirementsHow Many VA Loans Can You Have?Types of VA Loans ExplainedVA Renovation Loans and the Role of Co-SignersLLCs, Trusts, and VA Loans—What’s Allowed?Debunking Common VA Loan Misconceptions: Addressing misunderstandings about eligibility, usage, and benefits of VA loans.The Flexibility of VA Loans: Insights from Patton Gade on how VA loans can adapt to different financial situations.The importance of awareness and understanding of VA loans in the real estate market.The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.
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With over a decade of experience, Army Veteran and West Point graduate Patton Gade is a top expert in military lending. As the National Director of Military Lending at UMortgage and the #1 Scotsman Guide Ranked VA Loan Originator, he’s dedicated to educating veterans and industry professionals on the benefits of VA loans. Patton leads a team of VA experts, working to expand homeownership opportunities for military members while breaking down common misconceptions. Passionate about service, leadership, and education, he’s a trusted advocate for veterans navigating the mortgage process.
In this episode:
Joey Romero introduces Patton Gade, National Director of Military Lending at UMortgageFrom Military to Mortgages: Patton Gade’s journey into VA lending Understanding VA loans, eligibility requirements, and how veterans can maximize their benefitsChallenges and advantages of VA loans, including the removal of loan limits in 2020Common misconceptions about VA loans and why many veterans hesitate to use themTech & Mortgages: The evolving role of technology in the mortgage industry and its impact on VA lendingExpert Advice for Veterans: Navigating homeownership with VA loansThe Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.
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Kaaren Hall is the founder and CEO of uDirect IRA Services, LLC, a leading provider of self-directed IRA accounts since 2009. With over 20 years of experience in real estate, mortgage lending, and self-directed retirement accounts, she has helped thousands take control of their retirement funds by investing in alternative assets like real estate, private lending, and precious metals. A sought-after speaker, Kaaren has shared her expertise at top industry conferences, including BiggerPockets’ BPCON22, 23 & 24.
In addition to leading uDirect IRA Services, Kaaren founded the Orange County Real Estate Investors Association (OCREIA) in 2012, fostering education and networking among investors. She is also the author of Self-Directed IRA Investing: A BiggerPockets Guide, a comprehensive resource for investors looking to build wealth through self-directed IRAs. Passionate about financial education and advocacy, she serves on the boards of The Council on Aging Southern California and the Retirement Industry Trust Association (RITA), promoting transparency in the retirement industry.
Take control of your future and discover a powerful retirement secret for real estate investors: Self- directed IRAs
Self-Directed IRA Investing: A BiggerPockets Guide with Kaaren Hall. Get it HEREIn this episode:
How Self-Directed IRAs empower investors beyond traditional retirement accounts.Self-Directed IRAs vs. 401(k): Key Differences – What sets them apart and which is best for your financial goals. Managing Real Estate in a Self-Directed IRA – Strategies, tax advantages, and potential pitfalls.The Legal Framework for Self-Directed IRAs – What assets qualify and how to stay compliant.Mistakes Investors Make with Self-Directed IRAs. How the SECURE Act 1.0 & 2.0 Affects Retirement Accounts.
The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.
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Kaaren Hall is the founder and CEO of uDirect IRA Services, LLC, a leading provider of self-directed IRA accounts since 2009. With over 20 years of experience in real estate, mortgage lending, and self-directed retirement accounts, she has helped thousands take control of their retirement funds by investing in alternative assets like real estate, private lending, and precious metals. A sought-after speaker, Kaaren has shared her expertise at top industry conferences, including BiggerPockets’ BPCON22, 23 & 24.
In addition to leading uDirect IRA Services, Kaaren founded the Orange County Real Estate Investors Association (OCREIA) in 2012, fostering education and networking among investors. She is also the author of Self-Directed IRA Investing: A BiggerPockets Guide, a comprehensive resource for investors looking to build wealth through self-directed IRAs. Passionate about financial education and advocacy, she serves on the boards of The Council on Aging Southern California and the Retirement Industry Trust Association (RITA), promoting transparency in the retirement industry.
Take control of your future and discover a powerful retirement secret for real estate investors: Self- directed IRAs
Self-Directed IRA Investing: A BiggerPockets Guide with Kaaren Hall. Get it HEREIn this episode:
Craig welcomes Kaaren Hall, CEO of uDirect IRA Services LLC From radio to real estate, how managing an apartment building led to a thriving career.Launching uDirect IRA Services – Kaaren’s path to founding a leading self-directed IRA company.Partnering with The Norris Group – Her long-standing collaboration with Bruce and Aaron Norris and their shared impact.Aaron Norris’ Influence – how Aaron played a key role in uDirect IRA Services’ success.How OCEREIA supports the local community.Self-Directed IRAs Explained – Key benefits and how they empower investors.Understanding regulations for smarter investing.How self-directed IRAs shape long-term wealth strategies.
The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.
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Born and raised in Lakewood, California, Craig Hill attended Lakewood High, Long Beach City College, and received his Bachelor of Science degree from California State University, Long Beach. While attending CSULB, he followed his love of baseball by making his profession buying and selling baseball cards.
In 1984, Craig took his first job in the lending industry working for Vanguard Mortgage as a loan officer and loan manager. While employed there, he met and began funding REO purchases with Bruce Norris. When Bruce officially started The Norris Group in 1994, Craig came aboard as both loan officer and investment manager and never looked back. Since that time, they have arranged hundreds of millions worth of investor loans.
Recently Craig served several years as vice chairman for Exbound, a nonprofit organization designed to help developmentally disabled adults increase their social interaction. Craig enjoys sports and spending time with his wife Laura and daughter Caitlin.
Craig Hill shares key guidelines for evaluating trust deed investments.Why multiple sources are crucial for accurate property value assessmentUnderstanding the Trust Deed ProcessEssential criteria for trust deed investments in California.A look at the company’s history and its approach to changing market conditions.Balancing Fair Rates – The importance of offering competitive terms for both borrowers and investors.How to apply and get started with trust deed investing.
In this episode:
The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.
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Born and raised in Lakewood, California, Craig Hill attended Lakewood High, Long Beach City College, and received his Bachelor of Science degree from California State University, Long Beach. While attending CSULB, he followed his love of baseball by making his profession buying and selling baseball cards.
In 1984, Craig took his first job in the lending industry working for Vanguard Mortgage as a loan officer and loan manager. While employed there, he met and began funding REO purchases with Bruce Norris. When Bruce officially started The Norris Group in 1994, Craig came aboard as both loan officer and investment manager and never looked back. Since that time, they have arranged hundreds of millions worth of investor loans.
Recently Craig served several years as vice chairman for Exbound, a nonprofit organization designed to help developmentally disabled adults increase their social interaction. Craig enjoys sports and spending time with his wife Laura and daughter Caitlin.
Craig Evans introduces Craig Hill, his background, and early career in lending.Joining The Norris Group : Why Craig Hill left Vanguard Mortgage to partner with Bruce Norris.The Changing Landscape of Hard Money Lending: How investor-focused lending has evolved over the years.The Norris Group’s Underwriting Process.Property Evaluation Strategies: Key factors in assessing profitable investment opportunities.Protecting Investors & Ensuring Quality: How The Norris Group prioritizes investor security and deal integrity.Craig Hill’s insights on securing funding and making smart investment decisions.The importance of underwriting in building trust and long-term success in real estate investing.
In this episode:
The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.
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William “Bill” L. Exeter is a highly respected expert in the financial services industry with over 40 years of experience, specializing in real estate tax strategies, including 1031 Exchanges, Self-Directed IRAs, and Title Holding Trusts. As the CEO, Chief Trust Officer, CFO, and Treasurer of The Exeter Group of Companies, Bill oversees operations for Exeter 1031 Exchange Services, LLC, Exeter Trust Company, and Exeter Asset Services Corporation.
A pioneer in the 1031 Exchange industry, Bill has administered over 125,000 transactions and is a founding member of the Federation of Exchange Accommodators. He is a sought-after speaker, educator, and expert witness, sharing his knowledge on investment strategies and alternative assets through seminars, podcasts, and media appearances.
Bill holds a Bachelor of Science degree in Accounting from California State University, Los Angeles, and the Certified Securities Operations Professional (CSOP) designation from the Cannon Financial Institute. He is based in San Diego, California.
Key differences between Reverse Exchange vs. Forward ExchangeImprovement (Build) Exchange Explained: Deadlines, complexities, and planning essentials.The role of Exchange LLCs and fund control in 1031 exchanges.Self-Directed IRAs and 1031 ExchangesStep-Up in Cost Basis: How it works and its impact on 1031 exchanges.Common Mistakes in 1031 Exchanges: Top pitfalls to avoid for successful transactions.
In this episode:
The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.
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William “Bill” L. Exeter is a highly respected expert in the financial services industry with over 40 years of experience, specializing in real estate tax strategies, including 1031 Exchanges, Self-Directed IRAs, and Title Holding Trusts. As the CEO, Chief Trust Officer, CFO, and Treasurer of The Exeter Group of Companies, Bill oversees operations for Exeter 1031 Exchange Services, LLC, Exeter Trust Company, and Exeter Asset Services Corporation.
A pioneer in the 1031 Exchange industry, Bill has administered over 125,000 transactions and is a founding member of the Federation of Exchange Accommodators. He is a sought-after speaker, educator, and expert witness, sharing his knowledge on investment strategies and alternative assets through seminars, podcasts, and media appearances.
Bill holds a Bachelor of Science degree in Accounting from California State University, Los Angeles, and the Certified Securities Operations Professional (CSOP) designation from the Cannon Financial Institute. He is based in San Diego, California.
Meet Bill Exeter: CEO of Exeter 1031 Exchange Services and industry expert.1031 Exchanges Explained: Their history, purpose, and tax-deferral benefits for real estate investors.Why choosing a regulated expert is critical.Qualified use, intent to hold, and compliance essentials. Importance of consultation and strategic preparation.Eligible Property Types: What qualifies for a like-kind exchange, including DSTs.Reinvestment Requirements: Meeting deadlines, partial exchanges, and avoiding pitfalls. Steps for identifying replacement properties.
In this episode:
The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.
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Bob Lachance is the founder and CEO of REVA Global, the leading virtual assistant staffing company for real estate professionals. A former professional hockey player, Bob spent eight years on the ice, dividing his time between teams in the United States and Europe.
Joey welcomes Bob Lachance, Founder and CEO of REVA Global.From Hockey to Real Estate: Bob’s transition from professional hockey to becoming a real estate investor.Insights from Bob’s first successful real estate deal.Importance of joining local real estate associations for growth and opportunities.Overcoming Challenges: How Bob navigated the 2008 market crash and emerged stronger.Exploring AI’s potential to transform industries, including real estate.Empowering Real Estate Professionals: How REVA Global’s virtual assistants save time and help businesses scale. The Value of Delegation: Why delegating tasks to virtual assistants is essential for productivity and growth.
After retiring from hockey, he has been an active business owner and real estate investor since 2004. He is an entrepreneur by nature and currently owns, operates, and manages many different businesses around the world.
Over the course of his career, Bob has successfully closed over 2,000 transactions including over 240 deals in 2022 and over 180 in 2023, 2024 we did 207 transactions. He is also the co-founder of PurchRock, a real estate investment firm in Connecticut.
In this episode:
The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.
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