Real Estate Investing For Professional Men & Women

Gary Wilson

The podcast that guides professionals to financial prosperity through smart investing strategies. Learn how real investors invest. If you're a professional, you already have skills that you can leverage to build your wealth. With over 30 years of experience, host Gary Wilson shows you how.

  • 36 minutes 23 seconds
    Episode 303: Capitalizing on Opportunity Zones, with Nancy Braun

    Nancy attended Cornell University, went on to SUNY Buffalo Law School from there and, entered the world of corporate law. An entrepreneur at heart, Nancy has owned several businesses over the years. Today, Nancy is an award winning Broker-In-Charge / Owner of Showcase Realty LLC & Carolina Property Management, LLC-- having spent two decades successfully evolving a leading, award winning, and nationally recognized brokerage in the Carolinas, with a growing team of over 50 agents and staff. In addition to its main office location on S. Mint Street in Charlotte’s busy center, the company has branch offices in Gastonia and Rock Hill, South Carolina to provide efficient and best-in-class client support.

    The firm’s real estate services, includes licensed specialists in five departments serving luxury and traditional buyers, sellers, investors, relocation, probate estate, short sale and foreclosure, commercial and property management clients in North and South Carolina. Nancy and Showcase Realty LLC are nationally recognized industry leaders consistently ranking on America’s Best Real Estate Agents and RealTrends Top 1% in the country, as recognized by the Wall Street Journal.

    Nancy is a Certified Member of The Institute for Luxury Home Marketing, marketing for the high end market. The Initiative for a Competitive Inner City (ICIC) and FORTUNE ranked Showcase among the fastest-growing inner city businesses in the U.S. for the 2014 Inner City 100. Nancy also won the 2014 Charlotte Business Journal Woman in Business award, City of Charlotte Crowns of Enterprise Award, and was a finalist for Charlotte Athena Leadership Award. In April 2017, Nancy was appointed Advisory Council Chairperson for the Federation of REO Certified Experts (FORCE). She is also a Scholar and graduate of Babson College's Goldman Sachs 10,000 Small Businesses program (#10KSB) & Accepted to WBENC Tuck Capstone program 2024 at Dartmouth College.

    What You Will Learn:

    • Who is Nancy Braun?

    • Nancy shares how she accidentally built a career in real estate after moving to Charlotte.

    • What is the importance of adapting to market changes and diversifying income sources?

    • How investors adapt to market conditions, including entering new sectors like midterm rentals and corporate housing.

     

    • The importance of reliable property management for investors and homeowners.

    • Nancy shares experiences with inherited properties that were poorly managed, illustrating the risks involved.

    • The value of relationships in property management, including connections with service providers, contractors, and municipal employees.

    • Nancy emphasizes the role of good property management in maximizing investment returns and protecting assets.

    • The importance of building relationships with clients.

    • How tax considerations influence investor behavior.

    • What are Opportunity Zones, and why are they considered beneficial for investors?

    • How can investors identify properties located in Opportunity Zones?

    • What tax savings are available to investors who invest in Opportunity Zones?

    • Why does she think many properties in Opportunity Zones are undervalued?

    • What steps can real estate agents take to increase awareness of Opportunity Zones among their clients?

    • What challenges have she faced in marketing properties within Opportunity Zones?

    • How does she effectively communicate the value of Opportunity Zone properties to potential buyers?

    • What makes Charlotte an attractive location for real estate investment?

    • How do the suburbs of Charlotte compare to the city regarding investment opportunities?

    • Nancy shares how everyone can contact her.

    Additional Resources from Bishoy M. Habib, Esq:

    Attention Investors and Agents

    • Are you looking to grow your business?

    • Need to connect with aggressive like-minded people like yourself?

    • We have all the right tools, knowledge, and coaching to positively effect your bottom line.

    • Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

    Our NEW book is out...order yours NOW!

     

    Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

    Get your copy here: https://amzn.to/3SV0khX

    HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

     

    20 December 2024, 1:14 pm
  • 38 minutes 13 seconds
    Episode 302: Implementing Effective Asset Protection Strategies, with Bishoy M. Habib, Esq

    Bishoy is an investor-friendly attorney licensed to practice in NY and FL. He is the founder and Managing Partner at Levacy Legal, a Florida law firm that represents investors, developers, lenders, real estate companies, and business owners. In addition, Bishoy is the Broker and co-founder of CapStar Real Estate, a hybrid brokerage in Florida with 20 agents that specializes in off- market and creative deals. Bishoy is also an active real estate investor all over the country and successfully started a fund in 2020. 

    Known as a skilled deal-maker, Bishoy possesses a unique ability to negotiate and structure transactions to his client's advantage. As the son of immigrant parents, Bishoy has a relentless drive, a positive outlook and a deep appreciation for every opportunity he’s given. Bishoy also founded a sports event management company with high-profile clients, including Todd Gurley, Le’Veon Bell, DeSean Jackson, Jameis Winston and the North Carolina Men's Basketball Team. When he is not working, Bishoy loves giving back to those less fortunate, and he has a special place in his heart for orphans back in his native country of Egypt.

    What You Will Learn:

    • Who is Bishoy M. Habib, Esq?
    • Bishoy shares his personal experiences in real estate investing, including the challenges faced by tenants and property management.
    • The difficulties and realities of property management, including common tenant issues and the lack of appreciation for property managers.
    • The advantages of passive investing and building relationships with trusted partners in investment ventures.
    • What is his perspective on passive investments in real estate?
    • What common mistakes do investors make regarding asset ownership?
    • Why is it important to separate personal assets from investment properties?
    • What are the benefits of using LLCs for liability protection and anonymity in real estate?
    • What are the key advantages of using a land trust for real estate ownership?
    • What are the differences between land trusts and other types of trusts, such as revocable and irrevocable trusts?
    • What strategies can investors use to create barriers against frivolous lawsuits?
    • Why is being a good operator important in the context of real estate investment and liability?
    • Bishoy shares how everyone can contact him.

    Additional Resources from Bishoy M. Habib, Esq:

    Attention Investors and Agents

    • Are you looking to grow your business?
    • Need to connect with aggressive like-minded people like yourself?
    • We have all the right tools, knowledge, and coaching to positively effect your bottom line.
    • Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

    Our NEW book is out...order yours NOW!

    Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

    Get your copy here: https://amzn.to/3SV0khX

    HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    18 December 2024, 3:41 pm
  • Episode 302: Implementing Effective Asset Protection Strategies, with Bishoy M. Habib, Esq

    Bishoy is an investor-friendly attorney licensed to practice in NY and FL. He is the founder and Managing Partner at Levacy Legal, a Florida law firm that represents investors, developers, lenders, real estate companies, and business owners. In addition, Bishoy is the Broker and co-founder of CapStar Real Estate, a hybrid brokerage in Florida with 20 agents that specializes in off- market and creative deals. Bishoy is also an active real estate investor all over the country and successfully started a fund in 2020. 

    Known as a skilled deal-maker, Bishoy possesses a unique ability to negotiate and structure transactions to his client's advantage. As the son of immigrant parents, Bishoy has a relentless drive, a positive outlook and a deep appreciation for every opportunity he’s given. Bishoy also founded a sports event management company with high-profile clients, including Todd Gurley, Le’Veon Bell, DeSean Jackson, Jameis Winston and the North Carolina Men's Basketball Team. When he is not working, Bishoy loves giving back to those less fortunate, and he has a special place in his heart for orphans back in his native country of Egypt.

    What You Will Learn:

    • Who is Bishoy M. Habib, Esq?
    • Bishoy shares his personal experiences in real estate investing, including the challenges faced by tenants and property management.
    • The difficulties and realities of property management, including common tenant issues and the lack of appreciation for property managers.
    • The advantages of passive investing and building relationships with trusted partners in investment ventures.
    • What is his perspective on passive investments in real estate?
    • What common mistakes do investors make regarding asset ownership?
    • Why is it important to separate personal assets from investment properties?
    • What are the benefits of using LLCs for liability protection and anonymity in real estate?
    • What are the key advantages of using a land trust for real estate ownership?
    • What are the differences between land trusts and other types of trusts, such as revocable and irrevocable trusts?
    • What strategies can investors use to create barriers against frivolous lawsuits?
    • Why is being a good operator important in the context of real estate investment and liability?
    • Bishoy shares how everyone can contact him.

    Additional Resources from Bishoy M. Habib, Esq:

    Attention Investors and Agents

    • Are you looking to grow your business?
    • Need to connect with aggressive like-minded people like yourself?
    • We have all the right tools, knowledge, and coaching to positively effect your bottom line.
    • Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

    Our NEW book is out...order yours NOW!

    Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

    Get your copy here: https://amzn.to/3SV0khX

    HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    18 December 2024, 3:41 pm
  • 29 minutes 55 seconds
    Episode 301: Increasing Sales Through Community Support, with Simon Severino

    Simon Severino is a LinkedIn Top Voice on sales leadership and sales prospecting. As a shrink-turned-CEO, he had to learn the importance of working ON the business more than IN it. Now, he helps business owners supercharge sales and reclaim 14 hours per week through his Strategy Sprints™ Method. Author of "Strategy Sprints", inventor of the Strategy Sprints™ method. YouTuber, TEDx speaker, Forbes contributor, triathlete, has appeared on over 1300 podcasts. When he is not supercharging sales, you'll find him swimming, biking, running and tricking his 3 kids into outdoor activities so they can't escape his annoying shrinky questions.

    What You Will Learn:

    • Who is Simon Severino?

    • Simon shares his transition from employee to independent strategy advisor focusing on marketing and sales.

    • Simon's journey in learning to delegate and fire himself from day-to-day operations.

    • The importance of working on the business rather than in it.

    • Explanation of the "Daily Flow" tool to help business owners track tasks and identify delegation opportunities.

    • What are the strategies for improving client retention, upselling, and cross-selling?

    • The benefits of establishing paid communities for current clients to foster collaboration and support.

    • What is the importance of scaling without sacrificing personal time?

    • What is a 90-Day Strategy Sprint?

    • Tips on reducing stress by delegating tasks and making business activities more enjoyable.

    • Simon’s advice: Focus on small wins, reduce activity overload, and maintain a positive mindset to foster long-term success.

    • Simon shares how everyone can contact him.

    Additional Resources from Ted and Garrett Sutton:

    Attention Investors and Agents

    • Are you looking to grow your business?

    • Need to connect with aggressive like-minded people like yourself?

    • We have all the right tools, knowledge, and coaching to positively effect your bottom line.

    • Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

    Our NEW book is out...order yours NOW!

     

    Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

    Get your copy here: https://amzn.to/3SV0khX

    HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    13 December 2024, 2:39 pm
  • 35 minutes 3 seconds
    Episode 300: Maximizing Returns with Real Estate Investments, with Michael T Parks

    Michael helps busy professionals find their path to wealth. Through the Navigator Wealth Fund, Michael is helping clients diversify their portfolios with high-quality real estate and private money loans so they can retire confidently. Michael has been involved in real estate investing for over 10 years and is a project manager and real estate operator at his core. Clients look to Michael as their copilot to navigate the world of private placement investing in real estate. Michael is a real estate investor who has worked for REITs managing $30B in hotels, commercial offices, logistics, and senior living assets. Michael is a licensed real estate salesperson and a certified Project Management Professional.

    What You Will Learn:

    • Who is Michael T Parks?

    • Michael shares his background in technology and military, including his work with Accenture and publicly traded REITs.

    • Exploration of earning passive income through real estate while maintaining a job.

    • Michael explains the "Retirement 4% Rule," which suggests retirees can withdraw 4% of their invested assets annually.

    • Identifying high-quality class A assets as potential investment areas despite the general decline in the office market.

    • Michael expresses his continued interest in the multifamily and self-storage sectors.

    • Why real estate developers might opt for private money instead of traditional bank loans?

    • Benefits of private money lending for investors, including higher returns compared to traditional equity investments.

    • Michael shares his experience flipping a 15-unit building and highlights the potential for larger returns.

    • Benefits of private money lending within an IRA to avoid UBIT.

    • Advantages of holding real estate in retirement accounts for tax-deferred growth and wealth accumulation.

    • Considerations for withdrawing funds in retirement and the potential tax implications.

    • What is the importance of finding knowledgeable CPAs who can assist with these strategies?

    • Michael's preference for real estate investing over whole life insurance due to higher potential returns.

    • Importance of working with professionals and mentors in the real estate space to gain knowledge and confidence.

    • Matt shares how everyone can contact him.

    Additional Resources from Ted and Garrett Sutton:

    Attention Investors and Agents

    • Are you looking to grow your business?

    • Need to connect with aggressive like-minded people like yourself?

    • We have all the right tools, knowledge, and coaching to positively effect your bottom line.

    • Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

    Our NEW book is out...order yours NOW!

     

    Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

    Get your copy here: https://amzn.to/3SV0khX

    HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    11 December 2024, 3:09 pm
  • Episode 300: Maximizing Returns with Real Estate Investments, with Michael T Parks

    Michael helps busy professionals find their path to wealth. Through the Navigator Wealth Fund, Michael is helping clients diversify their portfolios with high-quality real estate and private money loans so they can retire confidently. Michael has been involved in real estate investing for over 10 years and is a project manager and real estate operator at his core. Clients look to Michael as their copilot to navigate the world of private placement investing in real estate. Michael is a real estate investor who has worked for REITs managing $30B in hotels, commercial offices, logistics, and senior living assets. Michael is a licensed real estate salesperson and a certified Project Management Professional.

    What You Will Learn:

    • Who is Michael T Parks?

    • Michael shares his background in technology and military, including his work with Accenture and publicly traded REITs.

    • Exploration of earning passive income through real estate while maintaining a job.

    • Michael explains the "Retirement 4% Rule," which suggests retirees can withdraw 4% of their invested assets annually.

    • Identifying high-quality class A assets as potential investment areas despite the general decline in the office market.

    • Michael expresses his continued interest in the multifamily and self-storage sectors.

    • Why real estate developers might opt for private money instead of traditional bank loans?

    • Benefits of private money lending for investors, including higher returns compared to traditional equity investments.

    • Michael shares his experience flipping a 15-unit building and highlights the potential for larger returns.

    • Benefits of private money lending within an IRA to avoid UBIT.

    • Advantages of holding real estate in retirement accounts for tax-deferred growth and wealth accumulation.

    • Considerations for withdrawing funds in retirement and the potential tax implications.

    • What is the importance of finding knowledgeable CPAs who can assist with these strategies?

    • Michael's preference for real estate investing over whole life insurance due to higher potential returns.

    • Importance of working with professionals and mentors in the real estate space to gain knowledge and confidence.

    • Matt shares how everyone can contact him.

    Additional Resources from Ted and Garrett Sutton:

    Attention Investors and Agents

    • Are you looking to grow your business?

    • Need to connect with aggressive like-minded people like yourself?

    • We have all the right tools, knowledge, and coaching to positively effect your bottom line.

    • Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

    Our NEW book is out...order yours NOW!

     

    Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

    Get your copy here: https://amzn.to/3SV0khX

    HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    11 December 2024, 3:08 pm
  • 42 minutes 7 seconds
    Episode 299: Investing in Real Estate and Financial Literacy, with Ted and Garrett Sutton

    Garrett Sutton is a corporate attorney, asset protection expert and best selling author who has sold more than a million books to guide entrepreneurs and investors.

    For more than 30 years, Garrett Sutton has run his practice assisting entrepreneurs and real estate investors in protecting their assets and maximizing their financial goals through sound management and asset protection strategies. The companies he founded, Corporate Direct and Sutton Law Center, currently help more than 13,000 clients protect their assets and incorporate their businesses.

    Garrett also serves as a member of the elite group of “Rich Dad Advisors” for bestselling author Robert Kiyosaki. A number of the books Garrett Sutton has authored are part of the bestselling Rich Dad, Poor Dad wealth-building book series.

    Garrett attended Colorado College and the University of California, Berkeley, where he received a B.S. in Business Administration in 1975. He graduated with a J.D. in 1978 from Hastings College of Law, the University of California’s law school in San Francisco. Garrett is licensed in Nevada and California. Garrett is a member of the State Bar of Nevada, the State Bar of California, and the American Bar Association.

    Garrett lives in Reno, Nevada has been recognized as a Lifetime Achievement Member by America’s Top 100 Attorneys.

    Ted Sutton is a licensed attorney who is the son of Garrett Sutton. Ted was born and raised in Reno, NV. He graduated from the University of Utah with a B.S. in Mining Engineering. During one of his summers, he spent three months working at a mine in Chile. This experience made him realize that legal matters interested him more than engineering ones. After graduating in 2018, he took a leap of faith and decided to attend law school the following year.

    Ted attended the University of Wyoming College of Law in the fall of 2019. In his third year, he served as the Student Director of the Business Entrepreneurship Practicum, where he helped clients form and maintain LLCs. He graduated in May 2022. Ted is now licensed to practice law in Wyoming and Nevada.

    What You Will Learn:

    • Who is Ted and Garrett Sutton?

    • What is the Corporate Transparency Act?

    • How does the CTA affect anonymity previously enjoyed by business owners using registered agents and LLCs?

    • What is the importance of structuring business and real estate ownership to protect personal assets, especially in the context of lawsuits?

    • How does Corporate Direct assist clients in structuring their entities for asset protection and compliance with the CTA?

    • What is the Wyoming LLC?

    • The significance of having an LLC as a first line of defense against legal claims, alongside good property management and insurance.

    • How can trusts work in conjunction with LLCs to facilitate smooth transitions of property ownership to heirs without probate complications?

    • The importance of patience in the investment journey and the value of having mentors to guide you.

    • Ted and Garrett Sutton share how everyone can contact him.

    Additional Resources from Ted and Garrett Sutton:

    Attention Investors and Agents

    • Are you looking to grow your business?

    • Need to connect with aggressive like-minded people like yourself?

    • We have all the right tools, knowledge, and coaching to positively effect your bottom line.

    • Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

    Our NEW book is out...order yours NOW!

     

    Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

    Get your copy here: https://amzn.to/3SV0khX

    HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    6 December 2024, 1:43 pm
  • 39 minutes 58 seconds
    Episode 298: Accelerating Success in Real Estate Investing, with Edward Rushing

    Buddy Rushing is a former Marine Officer stationed at Camp Pendleton, California. He is a 2004 graduate of the United States Naval Academy, earning a degree in Aerospace Engineering (if you can believe it).

    In the 15 years since then, he has traveled around the world, leading Marines in training operations in Okinawa, Thailand, Philippines, South Korea, Guam and Bridgeport, as well as four deployments to Southeast Asia and Afghanistan.

    What You Will Learn:

    • Who is Edward Rushing?

    • Edward emphasizes the importance of perseverance and the mindset of never giving up, regardless of challenges.

    • Edward shares that hard work and refusing to quit are essential for overcoming obstacles.

    • What is the difference between a poverty mindset and an abundance mindset?

    • What steps did he take to shift from a poverty mindset to an abundance mindset?

    • What are the main branches of the White Feather organization, and how do they support veterans?

    • How does he envision expanding the reach of White Feather in the future?

    • What are some key initiatives he is most proud of within the organization?

    • Why is supporting individuals who serve and protect the American dream important?

    • What are some common financial struggles faced by veterans and first responders?

    • How does White Feather address the issue of homelessness among veterans?

    • How does collaboration among veterans enhance their chances of success in real estate?

    • How does he ensure that your training methods remain personal and engaging for participants?

    • Why does he believe direct interaction with experienced mentors is crucial for learners?

    • Edward shares the importance of taking action alongside education in real estate investing.

    • What is the vetting process for applicants, and why is it important?

    • How does the program foster accountability among participants?

    • What exclusive investment opportunities are available to White Feather members?

    • How can aspiring investors overcome perceived barriers to entry in the market?

    • Edward shares how everyone can contact him.

    Additional Resources from Edward Rushing:

    Attention Investors and Agents

    • Are you looking to grow your business?

    • Need to connect with aggressive like-minded people like yourself?

    • We have all the right tools, knowledge, and coaching to positively effect your bottom line.

    • Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

    Our NEW book is out...order yours NOW!

     

    Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

    Get your copy here: https://amzn.to/3SV0khX

    HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    4 December 2024, 2:02 pm
  • 39 minutes 35 seconds
    Episode 297: Building Equity Through Fractional Ownership, with Frank Rohde

    Frank is a 3x entrepreneur with a passion for the intersection of fintech and math. Frank originally hails from Germany. Early attempts at becoming a child prodigy violinist were unsuccessful which forced his parents to abandon any hope or supervision. Left to his own, Frank quickly became famous for wrestling rattlesnakes and kayaking. His sister meanwhile became a child prodigy violinist. Looking for a brighter future, Frank moved to California where his first job was a choice between watering marijuana plants in the Northern California mountains or building a neural network-based prediction engine for horse racing results. Ever focused on doing the right thing, he built the neural network for horse racing. Several other lucky turns led him to stay in the US and eventually graduate from the Wharton School at the University of Pennsylvania with a BS in Economics. Since then, he’s been a consultant at Oliver Wyman, started an online insurance company, spent 4 years at FICO, and grew Nomis from

    29 November 2024, 12:19 pm
  • 41 minutes 4 seconds
    Episode 296: Preparing for Financial Fluctuations with Brian J. Esposito

    Brian J. Esposito, a luminary in the corporate world, has been consecutively ranked among the top 10 CEOs globally in 2020, 2021, and 2022, as acknowledged by The World CEO Rankings Awards, organized by Adria Management, LLC. As the visionary founder and CEO of Esposito Intellectual Enterprises, LLC (EIE), he helms an expansive empire comprising over 110 entities and 200+ joint ventures, with a dynamic presence across 25+ diverse industries worldwide.

    In 2021, Esposito's prowess was further highlighted when he was honored as one of the Top 100 People in Real Estate. This accolade was closely followed in 2022 & 2023, where he was celebrated as one of the Top 100 Innovators and Entrepreneurs, underscoring his exceptional entrepreneurial spirit and innovative mindset.

    Esposito's profound expertise and triumphant track record extend across both private and public sectors. He is renowned for his strategic acumen in building companies and brands that are not only successful but also financially robust, boasting strong balance sheets, impressive earnings, and sustained profitability.

    In August 2023, Esposito embarked on a new venture as the CEO of Diamond Lake Minerals, Inc. ($DLMI). In this role, he swiftly implemented a transformative strategy, completely overhauling the company's direction. His leadership prowess was evident in the way he surrounded the company with industry icons as advisors. This strategic move, coupled with his innovative leadership, skyrocketed the company's share price from a modest $0.35 to a remarkable $5.25. Concurrently, the market capitalization of Diamond Lake Minerals soared from $1 million to an astounding $184 million, a testament to Esposito's extraordinary leadership and business acumen.

    What You Will Learn:

    • Who is Brian J. Esposito?

    • Brian shares his entrepreneurial journey spanning over 23 years.

    • How does Brian define and differentiate between various digital assets such as NFTs, cryptocurrencies, tokens, and security tokens in the context of his work with financial technology?

    • Brian highlights his involvement with forward-thinking technologies, particularly in tokenization.

    • What strategic direction does Brian envision for Diamond Lake Minerals (DLMI) following his appointment as CEO?

    • How does he leverage the company’s history in this new role?

    • Brian explains the concept of tokenization, and what role do digital wallets and smartphones play in facilitating investment opportunities.

    • In what ways does tokenization enable global participation in investments, and how does it shift the landscape from traditional funding methods to a more democratized approach?

    • What strategic direction does Brian envision for Diamond Lake Minerals under his leadership, and how might the company leverage tokenization in its operations?

    • Why is liquidity important in tokenized investments, and what developments are being made in secondary markets to enhance this liquidity?

    • How has the evolution of investments from bearer bonds to modern brokerage accounts influenced current trading practices and investor behavior?

    • What factors contribute to the prediction that tokenization will become mainstream?

    • What are the primary challenges and misconceptions that potential investors face when trying to understand tokenization?

    • How does blockchain technology provide a transparent and secure method for recording transactions?

    • What challenges does the commercial real estate market face with a significant amount of debt maturing?

    • What ripple effects can economic downturns have on local economies?

    • Why is it crucial to learn from historical economic mistakes?

    • What role does the community play in supporting local businesses through fractional ownership?

    • What is tokenization, and how does it offer opportunities for fractional ownership across various asset classes, including real estate?

    • Brian shares how everyone can contact him.

    Additional Resources from Brian J. Esposito:

    Attention Investors and Agents

    • Are you looking to grow your business?

    • Need to connect with aggressive like-minded people like yourself?

    • We have all the right tools, knowledge, and coaching to positively effect your bottom line.

    • Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

    Our NEW book is out...order yours NOW!

     

    Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

    Get your copy here: https://amzn.to/3SV0khX

    HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

    27 November 2024, 3:02 am
  • 35 minutes 12 seconds
    Episode 295: Understanding the Value of Tax Advisory for Investors, with Spencer Hilligoss

    Spencer Hilligoss is a passive investor who has deployed 7-figures of his own capital into passive investments in the past 6 years. In 2019, Spencer retired from a 13-year career in Silicon Valley tech companies in order to give full focus to serving fellow investors in Madison Investing - a club where passive investors gain access to the same types of niche investment opportunities where Spencer deploys his own money - including cash flowing assets like self-storage, rentals, multifamily, ATMs. Spencer lives with his family in Alameda, California - is a proud father of two, graduate of the University of Colorado and member of the Forbes Business Council.

    What You Will Learn:

    • Who is Spencer Hilligoss?

    • What inspired Spencer to transition from a tech career to real estate investing?

    • How did growing up in a broker household influence Spencer's career choices?

    • What key factors led Spencer to leave a high-stress tech job for passive investing?

    • How has your work-life balance changed since transitioning to real estate investing?

    • Why is it important to treat real estate as a business rather than just a job?

    • What are the main differences between entrepreneurial and transactional mindsets in investing?

    • Why did he believe passive investing is a viable strategy for achieving financial goals?

    • Spencer explains how you utilized personal income and HELOCs to fund your investments.

    • How important has education been in your journey as a real estate investor?

    • What are the strategies he can recommend for balancing learning and taking action in investing?

    • Spencer shares the key lesson he learned about why businesses fail.

    • What are some key tax implications that passive investors should be aware of?

    • What strategies can investors use to achieve tax efficiency in their investments?

    • Why is it important for investors to understand tax rules to minimize their tax burdens?

    • What are the key benefits of working with a tax advisor for proactive tax planning?

    • How do tax filing and tax advisory differ in terms of their focus and purposes?

    • What strategies can real estate investors use to enhance their monthly cash flow?

    • What common challenges do individuals face after exiting a business, particularly regarding reinvestment?

    • Spencer shares how everyone can contact him.

    Additional Resources from Kyle Reedstrom:

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    19 November 2024, 9:29 pm
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