Sam Bates is a principal of Trinity Capital Group and owner of Paradigm Real Estate Investments. Sam’s background is in financial services, state and local taxes, and real estate. He has been directly involved in the acquisition, rehabilitation, and management of over $40MM in multifamily and single-family assets since 2009.

Mr. Bates spent 10 years in Corporate America where he honed his business acumen and developed many characteristics that help him succeed in the real estate industry. Sam started at UBS Financial Services where he cultivated his knowledge about financial markets. He directly worked with advisors that had over $3 Billion in assets under management. After graduate school, Mr. Bates transitioned his career to state and local taxes. During his tax career, he helped companies save more than $45MM in tax.

Sam graduated from Texas A&M University with a BBA in Finance, an MS in Personal Financial Planning, and an MBA from Texas Tech University. He is an avid reader, sports fan, loves the outdoors, and attends Munger Place Church.

(00:01-02:44) Opening Segment

- Introduction of the host into the show

- Alpesh introduces the guest of the show, Sam Bates

- Sam also shared something interesting about himself

(02:45-29:52) Real Estate Investing Journey and Create Value Through Operations and Strategic Planning

- When and how Sam started investing in real estate

- Reasons Sam chose to invest in real estate

- How to create value through operations?

- Should someone have a CPA and tax attorney if they will go through a transition?

- How to figure out if the strategy/operation will increase the value of your investment?

- Green loan explained

- Other ways Sam helps his clients create value through operations and strategic planning

- Did Sam start with new construction as soon as he started real estate syndication?

- Why Sam chose to be a GPA in a new construction

- Best deal Sam had

- Worst deal Sam had

(29:53-30:10) Break

(30:11-30:27) Second Segment

- Welcoming listeners and guest back to the show

(30:28-34:20) Fire Round

- Will Sam change the business strategy after Coronavirus?

- Sam's favorite real estate, finance, or other related books

- Tool or website Sam recommends

- Sam's advice to beginner investors

- How does Sam give back?

- How can Wealth Matters Podcast listeners reach out to Sam?

(34:21-34:44) Closing Segment

Reach out to Sam by calling 972-855-7654 or email [email protected].