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Shauna the Tax Goddess, CPA, MTax, CTC, CTS, is a two-time published author who founded Tax Goddess Business Services in 2004, a 100% digital firm with an expert team of more than 65 people around the globe that has saved their clients over $1 Billion in taxes! Shauna is a sought-after speaker who advises business owners, investors, and entrepreneurs to create plans of action to increase their bottom line, reduce costs, significantly reduce taxes, increase cash flow, and perform what-if scenario options so that owners know what decisions to make and which paths are best suited to their particular situation.
Before starting her own company, Shauna had garnered experience and sharpened her skills working with leading corporations such as KPMG and American Express. She is a Certified Public Accountant (AZ) with a master’s degree in Taxation and is ranked in the top 1% of Tax Strategists in the entire country (per AICTC).
Her resourcefulness and mastery in her field have led her to be featured by numerous top broadcast media platforms such as Forbes, CNN Money, Daily Herald, Big News Network, Entrepreneur, CBS, FOX, ABC, Sonoran Living, The List, The Connect Show, The Arizona Republic and many more!
In this episode, we talked to Shauna about finding the right tax professional for your situation, tax preparer versus a tax strategist, available options to save on taxes, her book “The 6% Life”, how CPAs and tax strategists collaborate, tax strategies for real estate investors, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Tax Strategies;
02:18 Shauna's background;
05:44 Seeking the right tax professional;
11:57 Tax preparer vs. tax strategist;
14:24 Options to save on taxes;
18:35 About her book, "The 6% Life";
22:59 How tax strategists and CPAs collaborate;
27:05 Tax strategies for real estate investors;
32:03 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Running out of money frequently earlier.
Digital Resource: Cash Goblin.
Most Recommended Book: The 4-Hour Workweek.
Daily Habit: Getting up early and spending time with her pets.
#1 Insight for saving on your taxes: If you have kids, it’s all about them.
Contact Shauna:
Website
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Chris Grenzig, founder of JAG Capital Partners, brings a wealth of multifamily real estate expertise to the Jacksonville and Orlando areas. From 2016 to 2020, Chris worked with Toro Real Estate Partners, helping acquire over 4,000 units across 23 properties. During his last three years there, he expanded the company’s Florida portfolio from 0 to 1,000 units across seven properties in Jacksonville.
In 2020, Chris launched JAG Capital Partners as a vertically integrated real estate company focused on value-add multifamily properties in Jacksonville. Since then, he has acquired and managed over 150 units, currently holding 51. In January 2024, Chris opened JAG Property Management to serve other residential property owners, providing management for single-family homes, condos, townhomes, and multifamily units from 1 to 80 units.
In this episode, we talked to Chris about managing properties and real estate portfolios, common challenges he faces and how he resolves them, tips for investors making new acquisitions, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Property Management;
02:30 Chris' background;
11:57 Common challenges he sees with real estate portfolios;
24:14 Tips for investors making new acquisitions;
28:17 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: A triplex he invested in turned out to be way more costly than he expected, but he learned many lessons along the way.
Digital Resource: Podcasts.
Most Recommended Book: The ONE Thing & Essentialism.
Daily Habit: Using a to-do list application to prioritize emails.
#1 Insight for managing properties: Doing the work in a timely passion.
Best place to grab a bite in Orlando, FL: Prato.
Contact Chris:
Property Management Website
Capital Investing Website
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Saknas det avsnitt?
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Joseph Kimbrough, founder of Apex Real Estate Investments, brings his lifelong pursuit of excellence from the basketball court and U.S. Marine Corps to the world of multifamily real estate. Joseph focuses on Texas and the Southeast, connecting high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals to lucrative multifamily investments that drive generational wealth.
Joseph, a Dallas native, had a passion for business, which led him to real estate in 2019, starting as a professional deal finder. His commitment to equity and growth soon propelled him into multifamily investments. At Apex, Joseph’s mission is clear: deliver exceptional returns by collaborating with top operators and sponsor groups, ensuring long-term financial success for his investors.
In this episode, we talked to Joseph about real estate funds, wholesaling and launching them, about his own fund, common questions from potential investors, strategies to bring in more of them, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Real Estate Funds;
02:18 Joseph's background;
04:20 Wholesaling and launching a fund;
10:07 An insight into his fund;
15:31 Questions he receives by potential investors;
19:37 Strategies to bring in investors;
26:13 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Investing in a property that did not pay distributions for a long time.
Digital Resource: Alux.
Most Recommended Book: How to Be Rich.
Daily Habit: Reading something that provides him more wisdom.
#1 Insight for investing in a fund: Know the operator, and understand where your money will be at.
Best place to grab a bite in Dallas, TX: Frisco Gun Club & The Queen of Sheeba.
Contact Joseph:
LinkedIn
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Jeremy Dyer is the founder of Starting Point Capital, where he helps high-performing sales professionals, small business owners, and franchise owners generate passive income, diversify their investment portfolios, and reduce tax liabilities through real estate investments. An active real estate investor since 2012 and a passive investor since 2015, Jeremy has raised tens of millions of dollars for multifamily real estate syndications and personally invests his own capital and time into each deal he sources, ensuring alignment with his clients’ interests.
Motivated by his own need for passive income and tax reduction early in his career, Jeremy discovered that multifamily real estate offers significant ROI and tax advantages compared to traditional 401k plans. His passion for educating others on these benefits led him to establish Starting Point Capital as a way to guide clients in achieving financial growth through real estate syndications.
In this episode, we talked to Jeremy about jumping through obstacles as first-time investors, best-in-class sponsors, his insights and lessons learned on syndication deals, passive investing, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Passive Investing;
02:36 Jeremy's background;
07:54 Tips for jumping through obstacles for first-time investors;
16:53 An insight into best-in-class sponsors;
26:15 Lessons he learned via syndication deals;
29:29 An insight into capital calls;
34:55 Round of Insights;
38:56 Advice for passive investors
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Losing his college tuition while investing in stocks during the dot-com bubble.
Digital Resource: LinkedIn.
Most Recommended Book: The Hands-Off Investor and his upcoming book, The Fundamental Investor.
Daily Habit: Running.
#1 Insight for investing as a limited partner: Educating yourself and doing your due diligence is key to take the right action.
Best place to grab a bite in Minneapolis, MN: The Butcher’s Tale.
Contact Jeremy:
Website
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Lisa Benson is the founder of DeBella DeBall Designs, a digital marketing agency dedicated to helping veteran entrepreneurs and small business owners grow and scale their ventures. Her journey began in the Army, where she developed leadership skills and resilience that now shape her approach to business. Leveraging her background in communication, management, and public administration, Lisa transitioned into entrepreneurship, specializing in strategic marketing.
With a bachelor’s in Management and a Master’s in Public Administration, Lisa has deep expertise in marketing automation, social media strategy, and business development. At DeBella DeBall Designs, she crafts personalized marketing solutions that drive sustainable growth and streamline operations. Lisa is passionate about supporting veterans, especially those facing challenges like PTSD, and empowering entrepreneurs to thrive using data-driven strategies.
In this episode, we talked to Lisa about scaling a business and the challenges that come with it, connecting to your audience as an entrepreneur, leadership and empathy, veterans and the mission of her company, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Marketing and Scaling Businesses;
02:18 Lisa's background;
10:37 The importance of benefits over features;
12:37 Challenges in scaling a business;
16:34 Tips for entrepreneurs on connecting with their audience;
24:04 An insight for leaders and to lead with empathy;
25:44 Her focus on the veterans;
30:22 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Having issues with paying for her education, eventually allowing her to be where she is today.
Digital Resource: Her planner, which she calls “The Best Planner Ever”.
Most Recommended Book: 10x Is Easier Than 2x.
Daily Habit: Listening to meditation, and having a power hour where she works on her business.
#1 Insight for leveraging marketing to scale your business: Consistency is key.
Best place to grab a bite in Fort Hood, TX: Kempner Brick Oven.
Contact Lisa:
Website
Lisa's "Managing Mastery" Framework:
Link
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Tommy Harr, born and raised in Columbus, Ohio, leveraged his background in home inspection and blue-collar skills to build a successful career in real estate investing. After playing college athletics and graduating, Tommy initially followed in his father’s footsteps as a home inspector but soon discovered the potential of real estate investing. By applying his hands-on expertise to property wholesaling, flipping, and rentals, he reached millionaire status by 27, enabling him to retire his mother and, eventually, his wife.
Today, Tommy continues to expand his rental portfolio while teaching others nationwide how to achieve financial freedom through real estate. He shares insights and strategies through his Instagram and social media, helping others make the most of their skillsets in real estate.
In this episode, we talked to Tommy about his first ever deal, what to look for in a contractor, an insight into building the right team, the importance of systems and processes, diversifying investments, social media and how to leverage it,, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Scaling Real Estate Businesses;
02:03 Tommy's background;
06:05 His first ever deal;
10:16 What to look for in a contractor;
12:35 An insight into building the right team;
17:12 The importance of systems and processes;
19:05 His approach in diversifying investments;
21:11 Leveraging social media the right way;
30:03 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: His physical injury and the opportunities for learning it brought to him.
Digital Resource: A deal analyzer he created.
Most Recommended Book: Who Not How.
Daily Habit: Going to gym every day.
#1 Insight for scaling a business: Invest in your people.
Best place to grab a bite in Columbus, OH: Roosters.
Contact Tommy:
Instagram
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Andrew Bowen serves as Senior Vice President of Strategic Partnerships at LeaseLock. With over 30 years of industry experience, Bowen supports the company’s strategic partnerships and provides industry-leading thought leadership. Prior to joining LeaseLock, Bowen spent 13 years at a leading real estate ERP provider. During his tenure there, he hosted a thought-provoking podcast series, featuring innovative investors and operators. For over a decade, his focus has been on the tools that help investors and operators of multifamily real estate drive yield through better leveraging data and analytics.
Bowen is passionate about empowering groups that invest in multifamily real estate to leverage data to drive superior returns for investors. Considered one of the experts on revenue management in multifamily, he is a regularly featured speaker on both the webcast and conference circuit. Bowen started his career in rental housing while in college, which led to operating roles in growing hospitality and multifamily companies. He holds a Bachelor of Science in Aquatic Biology from the University of California at Santa Barbara. Outside of his passion for rental housing, Bowen enjoys spending time at the gym and at the lake with his wife of 25 years and his two sons.
In this episode, we talked to Andrew about his company LeaseLock, asset optimization, the challenges property owners face, modern fraud methods and how to avoid them, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Vetting Residents;
02:15 Andrew's background;
08:57 An insight into asset optimization;
12:24 The challenges property owners are facing;
22:12 More about Andrew's company;
31:21 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Following his superior-by-title’s instructions and not speaking up his mind about his vision regarding the business he was in, in the early days, causing a failure within the company.
Digital Resource: Any identity and income verification apps.
Most Recommended Book: The Daily Stoic.
Daily Habit: Journaling daily.
#1 Insight for vetting residents: Trust but verify.
Best place to grab a bite in Dallas, TX: Loro.
Contact Andrew:
Website
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Keshav is the principal and founder of Clive Capital, a private equity firm based out of New York City. Clive Capital helps everyday investors, primarily tech employees, passively invest outside of the stock market into alternative assets including real estate, energy, small businesses, and more. So far, we have helped investors passively invest into over 1,000 apartments and 500 single family homes across 4 different markets in the U.S. Keshav is also a partner at Legacy Acquisitions, a real estate development firm focused on ground up construction of Build-to-Rent communities.
In addition to his experience as an investor, Keshav is also the host of the Investing for Generational Wealth Podcast which helps investors understand the many opportunities available through alternative investments. Previous to founding Clive Capital, Keshav was a software engineer working at top tech companies, including Amazon and Facebook.
In this episode, we talked to Keshav about the importance of the due diligence process, why one should invest in real estate besides other options, an insight into his fund for investors, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Passive Investment;
02:36 Keshav’s background;
09:56 The importance of the due diligence process;
20:16 Why one should invest in real estate;
27:05 An insight into Keshav's fund for investors;
31:49 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: His very first investment.
Digital Resource: His YouTube channel.
Most Recommended Book: The Hands-Off Investor.
Daily Habit: Planning the next day beforehand.
#1 Insight for being a successful passive investor: Take your due diligence seriously and learn who you’re investing with, what you’re investing into, and properly understand it.
Contact Keshav:
Website
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Brandon Cobb is the owner of HBG Capital, a real estate firm specializing in providing investors with superior risk-adjusted returns and principal protection backed by real assets in Nashville's residential single-family sector. Through HBG Capital’s construction arm, Brandon oversees new developments, land rehabilitation, and residential property projects. Additionally, HBG Holdings, the acquisition branch, works with local communities to rezone and redevelop land, aligning with community visions.
Before transitioning into real estate, Brandon was a medical device sales representative. Today, he manages over $22 million annually in first-time homebuyer housing and build-to-rent communities. Featured in publications like REI Wealth, Realty 411, and Forbes, Brandon is passionate about using business as a tool to create memorable experiences with loved ones.
In this episode, we talked to Brandon about, challenges in building new communities, what the passive investors should look out for, the right questions to ask before investing, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Community Developments;
02:19 Brandon's background;
21:10 Challenges in building new communities;
26:29 What the passive investors should look out for;
31:35 The right questions to ask;
35:25 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Trying to work on every job available within his work, and not creating a team.
Most Recommended Book: 10x Is Easier Than 2x.
Daily Habit: Working out, eating healthy and cold plunging.
#1 Insight for investing in new developments: Meet with people, get on calls, trust your gut but also spend time with the people you’re going to trust your money with.
Best place to grab a bite in Nashville, TN: Sunda for asian cuisine, Eddie V’s for seafood and Oak Steakhouse for steak.
Contact Brandon:
Website
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Arn Cenedella, founder of Spark Investment Group, is a real estate expert with more than four decades of experience, including 35 years as a Realtor navigating the unique real estate landscape in Silicon Valley, CA.
Through these experiences, he developed a passion for helping others achieve their own financial freedom through investing in multifamily real estate syndications.
Arn currently manages and operates a multifamily portfolio as general partner and sponsor of over 1,100 units with a total value in excess of $138M. In addition, Arn is a limited partner in over 500 units located in the Southeast and Mountain West.
Through Spark Investment Group, Arn is putting his decades of real estate expertise to work for his clients, helping them reach their goals and attain the lives they’ve always wanted to live.
In this episode, we talked to Arn about the real estate market in 2024, retirement and his approach to “re-defining retirement”, his current real estate portfolio, his team and the key to its success, as well as what the future holds for them, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Long-Term Investments;
02:33 Arn's background;
03:43 An insight into the real estate market;
10:15 Re-defining retirement;
12:48 Arn's current real estate portfolio;
19:21 The key to success for his team;
26:28 What the future holds for him and his team;
28:06 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: The 2008 crisis affected his investments.
Digital Resource: His mobile phone.
Most Recommended Book: Best Ever Apartment Syndication Book.
Daily Habit: Working out daily.
#1 Insight for investing long-term: Live below your means, invest the difference, and therefore, be one step closer to financial freedom.
Best place to grab a bite in Greenville, SC: Urban Wren.
Contact Arn:
Website
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Nicholas Johnson is the CEO of Orange Charger, a company focused on providing EV charging and energy management solutions for multifamily homes. He is dedicated to empowering people to live carbon-neutral lives without sacrificing their lifestyle.
Before founding Orange Charger, Nicholas developed AI software to optimize traffic signals and reduce congestion. He began his career at Tesla as an electrical design engineer, where he played a key role in bringing the thermal designs for the Model 3 to market. Nicholas's passion for sustainable living and cutting-edge technology drives his mission to create solutions that make eco-friendly living accessible and seamless.
In this episode, we talked to Nicholas about EV charging stations and their value proposition, the current landscape in the US with electric vehicles, the approach his company takes on building new charging stations, its cost and profitability, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
EV Charging Stations;
02:17 Nicholas' background;
06:29 The current landscape with electric vehicles;
11:42 Approach he's taking on building new charging stations;
19:46 The cost and profitability;
25:08 The value proposition for EV chargers;
28:10 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Not enough due diligence and not picking the right people to work with in the early days.
Digital Resource: Notion and Udemy.
Most Recommended Book: The Grid.
Daily Habit: Mindfulness practices and planning his schedule every morning.
#1 Insight for investing in EV stations: It’s an opportunity to add more value to an owned property.
Best place to grab a bite in Western California: Sanchos.
Contact Nicholas:
Website
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Jeff Welgan has over 20 years of experience in the mortgage industry and real estate investing. Specializing in residential 1-4 unit conventional and non-conventional lending, Jeff is an expert in short, mid, and long-term rental strategies. His deep knowledge of financing has helped numerous clients, including notable real estate investors from BiggerPockets.
As the loan officer and team leader behind Tony J. Robinson's real estate success, Jeff has been instrumental in scaling businesses and is the preferred lender for Amanda Han. Jeff’s experience and insights make him a trusted resource in the world of real estate finance.
In this episode, we talked to Jeff about the essentials to know about investing, down payment assistance programs, strategies for non-occupant investors and common mistakes people make, vetting potential partners and success for investors, understanding the importance of terms in any deal, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Cold Emailing;
02:20 Jeff's background;
03:53 Key principles every investor should know;
07:56 An insight into down payment assistance programs;
17:51 Strategies for non-occupant investors;
22:07 Common mistakes people make;
25:33 How to effectively vet potential partners;
29:11 Recipe for success for investors;
31:43 Round of Insights;
37:32 The importance of understanding the loan terms
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Not doing the right job he would be successful at, at first.
Digital Resource: Mortgage News Daily.
Most Recommended Book: Your Next Five Moves & The Obstacle Is the Way.
Daily Habit: Exercising and working ahead early in the morning.
#1 Insight for getting the best loan for investment: Having a conversation to know where things stand is key.
Most recommended tool for cold emailing: Larsen & The Cliff Restaurant.
Contact Jeff:
Website
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Adam Rosen is a world-traveling entrepreneur who founded a tech startup right out of college, which he successfully sold in 2019. He now leads his 7-figure cold email marketing agency, Email Outreach Company, helping over 50 clients—including billion-dollar firms—secure more sales appointments. Running his business from stunning locations around the world, Adam spends months in places like Positano, Hawaii, Florence, and Monaco.
In January, Adam acquired *The Nomad Cloud*, a digital nomad newsletter, growing its subscriber base from 5,000 to over 200,000. Alongside his ventures, Adam also led sellouts of multi-million-dollar real estate developments and has coached hundreds of small business owners, continuing to share his entrepreneurial expertise globally.
In this episode, we talked to Adam about cold emailing and the right approach to it, curating and fine-tuning the outreach content, his success stories with it, common mistakes made with it, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Cold Emailing;
02:18 Adam's background;
03:53 An insight into cold email and the right approach to it;
10:40 Curating the outreach;
15:31 A success story from cold emails;
20:22 Common mistakes made in cold emailing;
23:57 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: His first tech start-up.
Digital Resource: Google Drive.
Most Recommended Book: Built to Sell.
Daily Habit: Journaling daily.
#1 Insight for cold email marketing: Having the stomach to do it, it can work if it’s done effectively, and having the proper infrastructure.
Most recommended tool for cold emailing: Clay.
Contact Adam:
Website | Newsletter
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Blaine McLaughlin has spent 29 years in dentistry and is the owner of a successful multi-million-dollar practice. In addition to his dental career, Blaine is a seasoned real estate investor with ownership stakes in a $2.5 million commercial building, over 1,300 multifamily units in Dallas and Atlanta, and a build-to-rent project.
Blaine's diverse investment portfolio also includes partial ownership in an RV park, showcasing his commitment to expanding his real estate endeavors. His expertise spans both healthcare and real estate, allowing him to achieve financial success across multiple industries.
In this episode, we talked to Blaine about partnerships and what to look for while partnering up with someone, challenges he faced and the reasons he stayed in real estate regardless, his website, tips and advice for new investors, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Real Estate Investment;
01:56 Blaine’s background;
09:45 What to look for in a partner;
14:07 Challenges he faced and the reasons he stayed in real estate;
23:02 An insight into his website;
24:47 Tips and advice for new investors;
25:56 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Failure in a course teaching him a valuable lesson on how to make things better.
Digital Resource: REPStracker.
Most Recommended Book: The Slight Edge.
Daily Habit: Working out every day to reduce stress and refocus.
#1 Insight for real estate investing: Do it now and don’t waste time, don’t postpone your investment plans.
Best place to grab a bite in Cedar Rapids, IA: WineStyles Wine Bar.
Contact Blaine:
Website | Podcast
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Vessi Kapoulian is the Founder of Dream Believe Achieve Capital Group, a Los Angeles-based real estate investment firm. Vessi helps high-achieving professionals who are tired of trading time for money generate passive income and create tax efficiencies through well-vetted, cash-flowing commercial real estate investments. She began her real estate journey in 2017 and now manages a portfolio of properties in Florida, Tennessee, and Georgia, totaling approximately $50 million in assets under management.
With a background in commercial lending and business management, Vessi takes a conservative, analytical approach to assessing risk and maximizing returns. She is passionate about helping others achieve financial freedom and is a frequent speaker at real estate meetups and podcasts. Vessi holds a Bachelor’s degree from the University of Arkansas and an MBA from Northwestern University.
In this episode, we talked to Vessi about her journey to the US from Bulgaria, her approach to investing in multifamily and the key mistakes that are made by investors, her live course and program, her company, the DBA Capital Group, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Real Estate Investment;
02:13 Vessi's background;
16:38 Her approach to investing;
20:02 Key mistakes made in multifamily;
25:07 About Vessi's live course and program;
26:07 About DBA Capital Group;
27:58 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: An earlier investment requiring more renovation taught her to be stricter with due diligence.
Digital Resource: Calendly.
Most Recommended Book: Think and Grow Rich.
Daily Habit: Enjoying the morning silence and praying.
#1 Insight for transitioning from a W2 job into a full-time real estate investor: Fiscal responsibility and education.
Best place to grab a bite in Los Angeles, CA: Green Table Cafe.
Contact Vessi:
Website
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Kurt Volkman is an Associate Principal at HED, one of the largest architecture and engineering firms in the U.S., specializing in the Multi-Family Housing and Mixed-Use sector. With over 30 years of architectural experience, Kurt has held leadership roles at renowned firms like Valerio Dewalt Train and Legat Architects before joining HED in 2022. He is known for his innovative approach to urban planning, focusing on sustainability and wellness through evidence-based design.
A thought leader in the industry, Kurt’s writings have been featured in publications such as NAIOP magazine, Fortune, and Planetizen. He has also spoken at major industry events, including the Chicago Build Expo 2024, where he addressed key issues like affordable housing and the evolution of mixed-use spaces.
In this episode, we talked to Kurt about standing out and not making mistakes as investors, affordable housing and development, how the overall process works, factors that drive the higher retention rate, best use cases for a piece of land or property, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Design & Architecture;
02:20 Kurt's background;
05:37 Tips on standing out and not making mistakes as investors;
10:55 An insight into affordable housing and development;
21:31 An insight into the overall process;
22:58 Factors that drive the higher retention rate;
25:01 Determining the best use for a piece of land/property;
28:00 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: The Wolf Point Master Plan project he got involved where he had the plan but not the final project.
Digital Resource: Google Maps.
Most Recommended Book: Reading data on https://uli.org/.
Daily Habit: Spending 15 minutes a day researching something new.
#1 Insight for real estate design: Listening and understanding what the client wants exactly is critical.
Best place to grab a bite in Chicago, IL: Kuma’s Corner.
Contact Kurt:
Website | LinkedIn
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Jason Wright is a speaker, author, entrepreneur, limited partner real estate investor, podcast host and digital marketing architect with a passion for helping other business owners 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.
In this episode, we talked to Jason about his switch from corporate America to entrepreneurship and his tips on gaining time freedom, the importance of using CRM systems and where to start, his investment strategies, common mistakes made with CRM systems, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
CRM Systems;
02:11 Jason's background;
05:33 Tips for gaining time freedom;
10:25 The importance of using a CRM system;
13:58 Where to start to create the CRM framework;
17:40 An insight into his investment strategy;
21:02 Common mistakes made while setting up CRM;
24:51 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Trying to do everything himself after building his first business.
Digital Resource: Calendly.
Most Recommended Book: How to Win Friends & Influence People.
Daily Habit: Waking up at 09:00, making coffee, and staring at palm trees under Georgian sunshine.
#1 Insight for leveraging a CRM system: Using it as frequently as possible to get better at it.
Best place to grab a bite: Any seafood place in Amelia Island, Florida.
Contact Jason:
Website
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Dan French is the managing director of ATX Acquisitions, where he has played a pivotal role in deals totaling over $2 billion in assets under management, delivering more than $1 billion in returns to investors. In addition to his leadership at ATX, Dan serves as CEO of ResProp, a real estate private equity and property management firm, overseeing the operation of over 15,000 apartments and properties.
With a keen eye for identifying lucrative opportunities in a dynamic market, Dan combines his expertise in real estate with a passion for technology, transforming industry standards in property management. His focus on team building, continuous learning, and innovative solutions has made him a leader in the multifamily residential real estate space.
In this episode, we talked to Dan about his experience in public service and about serving the community, his company ATX Acquisitions, his insight into buying opportunities, leverage on closing more transactions, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Real Estate Acquisitions;
02:22 Dan’s background;
12:00 Serving the community;
14:52 About his company ATX;
18:52 An insight into buying opportunities;
23:58 Tips on closing more transactions;
29:08 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Not being able to win his higher-office run, therefore switching to real estate full time.
Digital Resource: Any useful calendar app.
Most Recommended Book: Berkshire Hathaway Letters to Shareholders.
Daily Habit: Prayer and working out.
#1 Insight for leading a large real estate business: Getting out of the way of your team, serving them and boosting them up.
Best place to grab a bite in Austin, TX: Franklin Barbecue.
Contact Dan:
Website | LinkedIn
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Clay Hepler is a seven figure land investor with over a hundred transactions completed. His company buys, sells and develops rural recreational land across the US. He is the founder of Landman, a leading podcast and newsletter in the land investment world. He is also the founder of the Landman Accelerator, the top course and community on how to build a six figure land investing business.
He became a land investor out of necessity. This was never a side hustle for him. In 2022 his wife’s company went under the day before Thanksgiving - a company that paid the bills as he was building a multifamily real estate portfolio in Pittsburgh. And as he approached one of the most important years of our lives - having to pay for our wedding, his honeymoon, a new house, our daily lives and a newly purchased vacation rental property with a huge overhead staring us in the face, he had to make lots of money, very fast.
Through land investing he was able to “build the plane on the way down,” as he and wife were plummeting toward what seemed like inevitable bankruptcy. He was able to pay for my life, and more - and set his family up for financial stability. Realizing financial stability and ultimately - financial freedom, is possible through land investing.
In this episode, we talked to Clay about his transition from multifamily to land investing, his market strategy, how to source the important data and information he acquires, the best approach regarding self-development versus acquiring the land for resale, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Land Investment;
02:31 Clay's background;
10:02 His transition from multifamily to land investing;
19:04 An insight into his market strategy;
22:50 His sources for critical data;
27:29 Self-development vs. acquiring land for resale;
33:00 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Making a bad purchase in the past, being an emotional purchase rather than strategic.
Digital Resource: X.
Most Recommended Book: The 15 Commitments of Conscious Leadership.
Daily Habit: Planning the day early in the morning.
#1 Insight for being a successful land investor: Figuring out what your business needs instead of copying other investors’ strategies is the key to success.
Best place to grab a bite in Pittsburgh, PA: Out of the Fire Cafe.
Contact Clayton:
Website | Twitter
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Ginger is a Real Estate and mortgage Broker and CEO of Golden Canyon Properties, Inc., a builder/developer and CEO of Hammer and Lace Design and remodeling. She has flipped over 52 properties, 2 featured on HGTV, Airbnb Super Host, Land Lady/Banker. Starting in multi-unit family rentals in 1994, she now is learning commercial as a member of the J. Scott Scheel Diamond inner Circle Commercial Academy and has extensive training with the FortuneBuilders Real Estate Network. Founder of the San Francisco (SF) Bay Meetup Group, and Women’s Wealth Network, both founded in the San Francisco Bay area.
In this episode, we talked to Ginger about identifying the right opportunities in the real estate market, standing out and reaching a broader audience, mentoring, and her real estate team, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Market Opportunities;
02:22 Ginger's background;
17:36 An insight into identifying the right opportunities;
21:21 Standing out and reaching a broader audience;
31:34 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Her situation during the mortgage crash.
Digital Resource: CoStar.
Most Recommended Book: Thou Shall Prosper.
Daily Habit: Working out at the gym.
#1 Insight for staying ahead of the market: Always be open to learning, learn from the best, and pay attention.
Best place to grab a bite in Bay Area, CA: Uncle Yu’s.
Contact Ginger:
Her website: https://www.goldencanyonproperties.com/
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
- Visa fler
