Accredited Income Property Investment Specialist (AIPIS)

Marc is the founding partner and managing director of both the American Home Recovery Fund and NoteWerx, the cutting-edge note portfolio management cloud ware.

Marc brings over 20 years of senior management and transactional experience in the paper business of mortgage banking and real estate. Marc co-founded American Home Recovery Fund, a multi-million dollar private equity multi-fund, whose primary mission is to purchase NPLs and modify the current borrowers. With the expansion and success of the fund’s business, AHRF developed their own note portfolio management platform, but when it became clear that their software filled a huge void in the note space, NoteWerx was born and turned into its own business channel.

Marc also serves as president of American Home Veterans, a non-profit organization in formation to convert distressed housing assets into donation homes and provides sustainable housing for our nation’s disabled veterans.

Key Takeaways:

[2:08] How the American Home Recovery Fund buys distressed assets but tries to keep people in their home

[5:03] Why investors are crossing over into new territory when traditionally they've specialized

[7:33] Why banks are selling the notes rather than collecting the money from borrowers themselves

[9:32] Why banks haven't gotten more organized since the housing collapse

[11:34] What kind of inventory is still available on the market

[15:02] Great properties available in middle America

[17:49] Where Marc sees the market going in the next few years

[19:24] If the Dodd-Frank revisions have impacted his business

Websites Mentioned:

www.ahrfund.com
www.note.guru

Justin Shum, CEO of Avenue, is a first time homeowner and serial entrepreneur, who previously founded ReadyChat, a leading live chat services provider for real estate industries. Justin previously founded and was CEO of 121LiveAgent, a live chat solutions provider. Through his experience at 121LiveAgent, Justin saw an unmet need in the real estate space for greater customer service, and soon after founded ReadyChat, which he currently serves as CEO. Now he has combined his business acumen and first-hand experience as a consumer to create Avenue. Avenue was named the Winner at the 2015 Realogy FWD Innovation Summit. Key Takeaways: [1:47] How real estate apps like Avenue are changing the real estate model [4:46] How the interaction with real estate agents works on Avenue and why it works for consumers and realtors [7:30] Changes in the real estate industry that are being brought by technology and where it's headed [12:25] Why Avenue is targeting the US market instead of focusing on Canada, where Justin lives [14:01] How real estate agents can use ReadyChat to help with their lead conversions Websites Mentioned: www.avenue.im www.readychat.com

Justin Shum, CEO of Avenue, is a first time homeowner and serial entrepreneur, who previously founded ReadyChat, a leading live chat services provider for real estate industries. Justin previously founded and was CEO of 121LiveAgent, a live chat solutions provider. Through his experience at 121LiveAgent, Justin saw an unmet need in the real estate space for greater customer service, and soon after founded ReadyChat, which he currently serves as CEO. Now he has combined his business acumen and first-hand experience as a consumer to create Avenue. Avenue was named the Winner at the 2015 Realogy FWD Innovation Summit.

Key Takeaways:

[1:47] How real estate apps like Avenue are changing the real estate model

[4:46] How the interaction with real estate agents works on Avenue and why it works for consumers and realtors

[7:30] Changes in the real estate industry that are being brought by technology and where it's headed

[12:25] Why Avenue is targeting the US market instead of focusing on Canada, where Justin lives

[14:01] How real estate agents can use ReadyChat to help with their lead conversions

Websites Mentioned:

www.avenue.im
www.readychat.com

David T.S. Wood is a Business Leader, an Author, a Trainer, a Coach and a Humanitarian who has lived, traveled, worked in over 50 countries, and brings his passion for people, culture and the unknown to everything he does. Jason Hartman discusses 3 different strategies for investing in real estate, what an executive flip is, how to not get caught in the fools game, the difference between an investment and a speculation, the bubble of 2005 with David Wood, from Amplified Living. Key Takeaways:

[5:30] "I prefer the high end flips because i think the people who are going to buy a million or 2 million dollar house, often lack vision." [10:07] "If you're buying real estate with a long term vision of having complete financial freedom, then the money coming in you shouldn't be spending."

[21:02] – Everything about real estate investing involves disciplines

[26:57] – "And i find kindness is one of the great methods of negotiation" Websites Mentioned: www.amplifiedliving.com

David T.S. Wood is a Business Leader, an Author, a Trainer, a Coach and a Humanitarian who has lived, traveled, worked in over 50 countries, and brings his passion for people, culture and the unknown to everything he does.

Jason Hartman discusses 3 different strategies for investing in real estate, what an executive flip is, how to not get caught in the fools game, the difference between an investment and a speculation, the bubble of 2005 with David Wood, from Amplified Living.

Key Takeaways:

[5:30] “I prefer the high end flips because i think the people who are going to buy a million or 2 million dollar

house, often lack vision.”
[10:07] “If you’re buying real estate with a long term vision of having complete financial freedom, then the money coming in you shouldn’t be spending.”

[21:02] – Everything about real estate investing involves disciplines

[26:57] – “And i find kindness is one of the great methods of negotiation”

Websites Mentioned:

www.amplifiedliving.com

Aaron Hoos is the author of The Sales Funnel Bible, a handbook for business owners to help them start, run, and grow a profitable business. His work has appeared in numerous periodicals, including The Globe and Mail, Alberta Oil Magazine, Private Capital Magazine, Aspire Magazine, ThinkSales Magazine, McGraw-Hill textbooks, and more. My clients include companies like HP, SAP, Enterprise Rent-A-Car, TD Waterhouse, and more. Jason Hartman talks with Aaron, a funnel design expert, about good copywrighting and sales funnels. Key Takeaways: [5:08] The importance of a headline, and where headlines, unexpectedly, show up today [11:01] The founders of copywrighting strategy [15:17] Working through the sales funnel Websites Mentioned: http://realestateinvestingcopywriter.com/

Aaron Hoos is the author of The Sales Funnel Bible, a handbook

Craig Ballantyne has been the Editor of Early to Rise since 2011. He's also a Strength & Conditioning coach in Toronto, author of Turbulence Training, a contributing author to Men's Health magazine, and a member of the Training Advisory Board for Maximum Fitness and Oxygen magazines. Craig is also the author of "The Perfect Day Formula: How to Own the Day and Control Your Life". Key Takeaways: [4:06] Controlling the morning [6:12] The proactive morning approach [7:38] Identifying your OCD loops [11:06] Starting to script out your day [12:48] Where to start in the Perfect Day Kit [14:38] Defining Magic Time [15:54] Why Craig believes you should really try and be a morning person [18:33] The app that makes Jason's morning [20:27] The 5 Pillars [23:35] Making the afternoon productive [25:23] Creating a Not To Do List [24:48] The new Law of Attraction...the Law of Action Attraction Resources Mentioned: www.earlytorise.com www.perfectdayformula.com Tabata Pro App

Craig Ballantyne has been the Editor of Early to Rise since

Richard C. Wilson is CEO of The Miami Family Office, a $500M AUM single family office. Richard is also the founder of Wilson Holding Company which employs over 30 professionals and produces over $10M a year in revenue through various operating businesses which include Billionaire Family Office and The Family Club, the largest membership-based family office association (FamilyOffices.com), along with holdings in the training, single family office management (SingleFamilyOffices.com), investment conference, search, data research, physical bullion, private equity (PrivatEquity.com), food, and energy industries. Richard has spoken at over 150 conferences in 17 countries and has the #1 bestselling book in the family office industry, The Single Family Office: Creating, Operating, and Managing the Investments of a Single Family Office. Richard has his undergraduate degree from Oregon State University, his M.B.A. from University of Portland, and has studied master's level psychology through Harvard's ALM program while previously residing in Boston. Key Takeaways: [2:20] Why you should care about what people worth $20+ million are doing with their money [4:13] Some important terminology for dealing with family offices [6:35] Looking back at some of the original family offices and the changes that have taken place since then [10:49] Why there's a need for family offices [14:11] How the middle class investor can take the framework of a family office and use it to fit their situation [16:26] A key strategy you can take from family offices of the ultra-wealthy [19:24] What sorts of holdings the family offices have [22:56] Why the US is the haven for the ultra-wealthy [26:26] Family offices, surprisingly, sometimes even go after distressed markets [27:38] How you can find a family office to partner with in your deals Websites Mentioned: www.familyoffices.com