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.

  • 45 minutes 25 seconds
    Episode 310: Finding Financial Peace and Security, with David J Bradford

    David J. Bradford, a vanguard in wealth management and the architect of Drive Planning, is reshaping the landscape of financial planning. Rejecting traditional approaches like penny-pinching and exhaustive 401k investments, Bradford brings a game-changing strategy with his "trick plays" to escalate portfolio growth and fast-track financial freedom. His critique of conventional wisdom—that market volatility is beneficial—sets him apart, advocating for building wealth in real estate-backed, contractual vehicles to ensure secure, predictable cash flow. This pivot from the stock market's unpredictability to a steadier ascent towards wealth is the cornerstone of Drive Planning. Bradford’s insights extend into tax-efficient strategies, focusing on alternative methods to mitigate hidden tax burdens and bolster client income streams, facilitating a life of less work and more freedom. His commitment to financial education shines through in his soon to be released, groundbreaking book, Trick Plays of the Rich, demystifying the investment tactics of the wealthy and promoting a culture of knowledge and financial independence​​.

     

    What You Will Learn:

    • Who is David J Bradford?

    • How did David transition from his early career and personal experiences to his current role in financial planning?

    • Why does David criticize traditional financial advice, such as relying heavily on 401(k) plans?

    • How does David use the analogy of football teams to explain the differences in financial strategies between the rich and the middle class?

    • What are some common misconceptions about financial planning that he addresses?

    • In what ways can individuals unknowingly lose money, and how can they address these issues?

    • How can real estate investments potentially lead to zero income tax, according to David?

    • What is a Charitable LLC, and how can it be beneficial for high-income earners?

    • The importance of finding the right financial coach or accountant for tax strategies.

    • In what ways can individuals benefit from having cash readily available instead of rolling over investments continuously?

    • What advice does David give to recent graduates looking to invest in real estate?

    • How does David describe the relationship between debt and opportunity for wealthy individuals?

    • Why does David emphasize the importance of getting equity out of properties rather than locking it up?

    • How does David connect the importance of surrounding oneself with abundance-minded individuals to achieving financial success?

    • What overarching philosophy does David emphasize regarding financial planning and personal growth?

    • How does David view the interconnectedness of various aspects of life, such as spiritual, physical, and financial well-being?

    • David shares how everyone can contact him.

    Additional Resources from David J Bradford:

    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

    24 January 2025, 10:46 am
  • 35 minutes 57 seconds
    Episode 309: Building Wealth Through Real Estate Investing, with Arn Cenedella

    Arn Cenedella is a real estate broker and investor with over four decades in the industry. Starting in 1978, Arn built a thriving Silicon Valley residential brokerage business in Palo Alto and Menlo Park CA while building a sizable portfolio of single family rental properties in the Bay Area and across the US. Over this period, Arn assisted many other investors build their rental portfolios and is well-versed in all aspects of real estate investment including acquisition, market analysis, financing, management, and 1031 exchange.

    In 2014, Arn moved to Greenville SC to start a new life adventure. Arn continued to invest in small residential income properties in the Carolinas.

    In 2020, Arn transitioned his SFR rental portfolio to multifamily investments and founded Spark Investment Group to help busy professionals and parents reap the benefits of commerical real estate investment without the hassle of operating the properties. 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.

    What You Will Learn:

    • Who is Arn Cenedella?

    • How did Arn get started in the real estate business?

    • What advice did Arn's father give him regarding combining brokerage income and real estate investment?

    • What are some key strategies Arn used for successful real estate investing?

    • How has Arn's investment focus evolved from single-family homes to multifamily syndication?

    • What is multifamily syndication, and how does it work for investors?

    • How does Arn manage the properties he invests in, and what role does his partner play?

    • What types of properties does Arn currently invest in, and what is the strategy behind these investments?

    • What are some benefits of investing in new build-to-rent products, according to Arn?

    • How does the property management model work within Arn's investment strategy?

    • How does Arn locate and source the properties he invests in?

    • What are some methods Arn uses to find off-market properties?

    • How does Arn leverage social media in his real estate investment strategy?

    • What role does direct-to-seller marketing play in Arn's sourcing strategy?

    • What is the difference between "waiting to buy" and "buying and waiting" in real estate?

    • What drives Arn to help others invest in real estate?

    • How does Arn view the importance of teamwork in multifamily investment groups?

    • What are the key principles behind the "SPARK" acronym related to Arn's investment approach?

    • Arn shares how everyone can contact him.

    Additional Resources from Erin Helle:

    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

    22 January 2025, 2:02 am
  • 31 minutes 48 seconds
    Episode 308: Empowering Change Through Real Estate, with Erin Helle

    Erin is a self-made millionaire who achieved financial freedom through real estate investing in less than four years. To date, she has helped over 600 other investors to build cash flowing real estate portfolios.

     

    A U.S. Army Veteran, Erin understands what it’s like to work for “the man” and be limited by a schedule and fixed income. Erin created a system to allow her to live a life by design and now has the time and resources to give back and focus on her family. She is a Realtor ® at eXp Realty and is passionate about growing her team of agents and mentoring them to build the business of their dreams. She currently has 13 agents with plans for continual growth.

     

    Erin’s real estate portfolio includes 95 rental units. Erin’s courses and conferences empower investors to dream big and ruthlessly pursue their goals! She has a personal goal of creating a million millionaires!

     

     

    What You Will Learn:

    • Who is Erin Helle?

    • How did Erin first get involved in the world of real estate investing?

    • What personal motivations drove her to seek financial freedom after her military service?

    • What were her initial experiences with house flipping, and how did she manage that alongside family responsibilities?

    • How does she support other agents in building their businesses and achieving financial independence?

    • What kind of educational resources does she offer on her website, and how can they benefit aspiring investors?

    • Why does she believe it’s important for individuals to define their personal financial goals?

    • Why did she decide to shift from short-term rentals to long-term residential units?

    • What are some advantages of syndication for generating passive income and diversification in real estate?

    • What inspired her to start her foundation aimed at helping children, and what are its main objectives?

    • What inspired Erin to establish the For the Kids Foundation, and what are its main objectives?

    • Why does Erin believe it is essential to help children and families facing financial hardships?

    • How does Erin view the relationship between financial stability and alleviating life problems?

    • What advice does Erin have for investors who are feeling uncertain during fluctuating markets?

    • How important is adaptability and creative strategy in navigating real estate investing?

    • Erin shares how everyone can contact her.

    Additional Resources from Erin Helle:

    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

     

    17 January 2025, 4:09 pm
  • Episode 308: Empowering Change Through Real Estate, with Erin Helle

    Erin is a self-made millionaire who achieved financial freedom through real estate investing in less than four years. To date, she has helped over 600 other investors to build cash flowing real estate portfolios.

     

    A U.S. Army Veteran, Erin understands what it’s like to work for “the man” and be limited by a schedule and fixed income. Erin created a system to allow her to live a life by design and now has the time and resources to give back and focus on her family. She is a Realtor ® at eXp Realty and is passionate about growing her team of agents and mentoring them to build the business of their dreams. She currently has 13 agents with plans for continual growth.

     

    Erin’s real estate portfolio includes 95 rental units. Erin’s courses and conferences empower investors to dream big and ruthlessly pursue their goals! She has a personal goal of creating a million millionaires!

     

     

    What You Will Learn:

    • Who is Erin Helle?

    • How did Erin first get involved in the world of real estate investing?

    • What personal motivations drove her to seek financial freedom after her military service?

    • What were her initial experiences with house flipping, and how did she manage that alongside family responsibilities?

    • How does she support other agents in building their businesses and achieving financial independence?

    • What kind of educational resources does she offer on her website, and how can they benefit aspiring investors?

    • Why does she believe it’s important for individuals to define their personal financial goals?

    • Why did she decide to shift from short-term rentals to long-term residential units?

    • What are some advantages of syndication for generating passive income and diversification in real estate?

    • What inspired her to start her foundation aimed at helping children, and what are its main objectives?

    • What inspired Erin to establish the For the Kids Foundation, and what are its main objectives?

    • Why does Erin believe it is essential to help children and families facing financial hardships?

    • How does Erin view the relationship between financial stability and alleviating life problems?

    • What advice does Erin have for investors who are feeling uncertain during fluctuating markets?

    • How important is adaptability and creative strategy in navigating real estate investing?

    • Erin shares how everyone can contact her.

    Additional Resources from Erin Helle:

    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

     

    17 January 2025, 4:09 pm
  • 32 minutes 48 seconds
    Episode 307: Maximizing Cash Flow, with Chris Long

    With over 13 years of work experience in the construction and storage industry, I am a licensed carpenter and a storage expert who is passionate about creating innovative and customized solutions for my clients. As the president of Longyards Storage, a storage provider that combines traditional storage needs with a new trend of storage yards, I lead a team of professionals who are committed to delivering high-quality service, security, and convenience. I value collaboration, creativity, and customer satisfaction, and I strive to bring diverse perspectives and experiences to the industry.

     

    At Longyards Storage, I oversee the operations, marketing, and sales of the company, as well as the development and implementation of new products and services. I have successfully expanded the company's offerings to include exterior storage yards that are equipped with various options, such as sea can containers, power outlets, micro offices, and live Wi-Fi streaming. These storage yards are designed to meet the specific needs of different businesses, such as contractors, landscapers, and retailers. I have also ensured that the storage yards are secure, private, and well-maintained, with features such as 30' gates, 6' high fencing, 6" crush stone, and a full-time caretaker. Through my project planning, renovation, and construction skills, I have enhanced the quality and value of the storage yards, and increased the customer retention and satisfaction rate.

     

    What You Will Learn:

    • Who is Chris Long?

    • Chris shares his journey from carpenter to construction company owner (Conrad Construction).

    • What inspired Chris to develop a yard storage business?

    • How does Chris's business model focus on providing storage yards for contractors?

    • How has the value and cash flow of that initial property investment changed over time?

    • What are the key SBA financing terms that Chris discussed, such as loan-to-value ratios and interest rates?

    • How does corporate financing differ from franchising in attracting investors?

    • What advantages does Chris see in non-residential commercial space compared to residential properties?

    • How does Chris emphasize the reduced downside risk and increased cash flow potential in his business model?

    • What systematic approach does Chris use to identify suitable properties for his business?

    • What complexities are involved in building a yard storage business, despite its seemingly simple nature?

    • What factors does Chris identify as significant when analyzing a location for his business?

    • Why does Chris stress the need for thorough feasibility studies before acquiring properties?

    • What software tools does Chris utilize to evaluate potential properties, and what criteria do they assess?

    • What are Chris's thoughts on the future of the market, and how does he approach unpredictability in business planning?

    • Chris shares how everyone can contact him.

    Additional Resources from Chris Long:

    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

    15 January 2025, 4:22 pm
  • Episode 306: Adapting to Market Trends in Real Estate, with Roger King

    Roger King is a seasoned real estate investor with over 27 years’ experience specializing in strategic, cash-flowing properties. As the founder of a boutique firm, his insights have yielded over $10m in profitable returns to his investors during the last decade alone. Currently overseeing a diverse portfolio valued at over $50m (and still growing), Roger's current focus centers on residential and commercial properties located in 13 states around the U.S. There is currently a strong emphasis on mobile home park communities scattered in 8 of those states.

     

    Early on, Roger pursued a Performance degree at the esteemed Berklee College of Music in Boston, MA. As a former professional drummer, Roger's musical endeavors led his bands to open for renowned artists like Brian Setzer, Spyro Gyra, and Bryan Adams.

     

    Beyond his professional achievements, Roger has a passion for personal development. Embracing unique challenges, he has walked on fire over a dozen times, gone skydiving, and has lately been working toward earning his private pilot’s license. Roger is also committed to philanthropy, contributing to the rebuilding of orphanages in Kenya and supporting families during several retreats in India and Fiji. Roger and his puppy Daisy cherish their sunset beach time in Puerto Rico, the island they now happily call home.

     

    His newest pursuit is building The Real Estate Investing Accelerator™, a community of investors who want to learn to start and scale their real estate investing businesses. By helping members not only to live the life of their dreams but be able to give back to those passion projects they’re called to support with both their time and their money.

     

    What You Will Learn:

    • Who is Roger King?

    • How did he transition from being a musician to real estate investing?

    • Roger shares his first deal involving wholesaling a property and making a profit.

    • What are the different real estate strategies?

    • How did the 2008 market crash impact Roger's real estate investments?

    • What are Roger's current projects, particularly regarding mobile home parks, and what is his plan for expansion?

    • The importance of networking with brokers and being on mailing lists to find investment opportunities.

    • What educational efforts is Roger involved in, particularly with his program REI Accelerator, and how does it help newer investors?

    • Roger shares how everyone can contact him.

    Additional Resources from Roger King:

    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

    10 January 2025, 4:26 pm
  • 31 minutes 44 seconds
    Episode 306: Adapting to Market Trends in Real Estate, with Roger King

    Roger King is a seasoned real estate investor with over 27 years’ experience specializing in strategic, cash-flowing properties. As the founder of a boutique firm, his insights have yielded over $10m in profitable returns to his investors during the last decade alone. Currently overseeing a diverse portfolio valued at over $50m (and still growing), Roger's current focus centers on residential and commercial properties located in 13 states around the U.S. There is currently a strong emphasis on mobile home park communities scattered in 8 of those states.

     

    Early on, Roger pursued a Performance degree at the esteemed Berklee College of Music in Boston, MA. As a former professional drummer, Roger's musical endeavors led his bands to open for renowned artists like Brian Setzer, Spyro Gyra, and Bryan Adams.

     

    Beyond his professional achievements, Roger has a passion for personal development. Embracing unique challenges, he has walked on fire over a dozen times, gone skydiving, and has lately been working toward earning his private pilot’s license. Roger is also committed to philanthropy, contributing to the rebuilding of orphanages in Kenya and supporting families during several retreats in India and Fiji. Roger and his puppy Daisy cherish their sunset beach time in Puerto Rico, the island they now happily call home.

     

    His newest pursuit is building The Real Estate Investing Accelerator™, a community of investors who want to learn to start and scale their real estate investing businesses. By helping members not only to live the life of their dreams but be able to give back to those passion projects they’re called to support with both their time and their money.

     

    What You Will Learn:

    • Who is Roger King?

    • How did he transition from being a musician to real estate investing?

    • Roger shares his first deal involving wholesaling a property and making a profit.

    • What are the different real estate strategies?

    • How did the 2008 market crash impact Roger's real estate investments?

    • What are Roger's current projects, particularly regarding mobile home parks, and what is his plan for expansion?

    • The importance of networking with brokers and being on mailing lists to find investment opportunities.

    • What educational efforts is Roger involved in, particularly with his program REI Accelerator, and how does it help newer investors?

    • Roger shares how everyone can contact him.

    Additional Resources from Roger King:

    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

    10 January 2025, 4:26 pm
  • 31 minutes 55 seconds
    Episode 305: Learning from Market Cycles and Family Lessons, with Mick Heyman

    MICK HEYMAN, CFA and Founder of Heyman Investment Counseling, has a 40-year career in wealth management, helping individuals and institutions of all sizes to build and preserve wealth with his stress-free method for mellowing your money.

     

    Mick started his career at a small firm in Cincinnati before moving to Louisville to focus on equities with a team of top equity managers, managing billions in assets for clients. His career came full circle when he moved to San Diego to work with individual investors, some of whom have remained loyal to him for more than 30 years. Mick received a Bachelor of Economics from Northwestern and is a designated CFA.  Despite a formal education in economics, it was really his interest in philosophy and psychology which showed him that human emotion is ultimately what drives the market. This realization has helped him make better money decisions for himself and his clients, using an understanding of human nature and an appreciation for long-term trends.

     

    What You Will Learn:

    • Who is Mick Heyman?

    • Mick shares how he discovered emotions were more important than pure numbers in investing, despite struggling with economics in college

    • How emotional control is crucial during market volatility.

    • Financial stress doesn't need to be as intense as people make it.

    • Mick shares an example of helping clients prepare emotionally for market crashes, which proved valuable during the 1987 crash

    • Importance of keeping "dry powder" (cash reserves) to buy during market dips.

    • Biggest investment regrets often come from selling rather than holding.

    • The importance of analyzing what would happen in worst-case scenarios.

    • The value of portfolio diversification in managing risk.

    • How has cable news become commoditized over time?

    • Why do news channels rely on fear to drive their viewership?

    • What makes FOMO so dangerous when watching markets closely?

    • What lessons can we learn from Black Monday's 22% market drop in 1987?

    • How did the 1986 Tax Reform Act impact investors?

    • What can we learn from historical interest rate changes, from 15% mortgages to recent 3% rates?

    • How do 30-40 year market trends inform our investment decisions today?

    • How important is it to know yourself as an investor?

    • Why is understanding your risk tolerance crucial?

    • What makes patience so valuable during market volatility?

    • How can we best learn from our investment mistakes?

    • Mick shares how everyone can contact him.

    Additional Resources from Mick Heyman:

     

    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

    7 January 2025, 1:35 pm
  • 35 minutes 35 seconds
    Episode 304: Growing Passive Income, with Hannah Jammond

    Hannah Hammond is a visionary entrepreneur and real estate professional who leads HB Capital, a company dedicated to providing innovative lending solutions for real estate investors. With a focus on flexibility, speed, and personalized service, Hannah has built a strong reputation for helping investors succeed in a competitive market.

     

    Beyond business success, Hannah is deeply committed to making a positive impact. Her mission is to allocate a percentage of all HB Capital profits to a foundation that empowers children with financial intelligence, entrepreneurship skills, emotional intelligence, and soft skills. This foundation will provide real-world business mentorship, giving young people access to successful leaders and a community of like-minded peers. By offering them the tools, guidance, and support they need, Hannah aims to help children create the lives they dream about and become the next generation of entrepreneurs and leaders.

     

    What You Will Learn:

    • Who is Hannah Jammond?

    • What was Hannah's upbringing like in Arizona, and how did it shape her financial perspective?

    • How did influences from wealthier friends impact Hannah's desire for a better lifestyle?

    • In what ways did early exposure to entrepreneurship and real estate through reading affect her career?

    • At what age did Hannah first get involved in real estate, and what motivated her to start?

    • What was her first property purchase, and what strategy did she use: renting or flipping?

    • How did her focus shift from residential to commercial real estate?

    • What led Hannah to launch her brokerage company, and what areas does it focus on?

    • How did she establish a lending company, and what experiences were instrumental in that process?

    • What challenges did she encounter while building her brokerage?

    • What types of coaching and educational resources does she offer to her clients?

    • hat value does Hannah see in being part of a community and networking for success?

    • What are Hannah's future goals for scaling her brokerage and lending business?

    • How does she emphasize the importance of focus in entrepreneurship and avoiding distractions?

    • What common patterns do successful entrepreneurs tend to follow, according to Hannah?

    • How does discipline play a role in both educational and business pursuits?

    • What principles does Hannah emphasize for maximizing potential and minimizing risks in business?

    • How important is it for entrepreneurs to stay focused and disciplined in their strategies?

    • Hannah 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

     

    27 December 2024, 3:51 pm
  • 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
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